Santa Monica City Council
December 16, 2025

Key Facts:
 There are 59 million Latinos in the United States, 18 percent of the U.S. population.  By 2060, more than one in four people living in the United States will be Latino.  Eleven states currently have more than a million Latino residents.  Rural areas experienced the fastest Latino population growth over the last decade.  Two-thirds of Latinos in the United States are native-born.  Hispanic workers earn 74 percent of what the typical white worker earns.  Hispanic women experience a much larger pay gap than white women, earning just 54 cents for every dollar earned by white men.
 The median income of Hispanic households is $51,450—nearly $20,000 less than the median income of white households.
 Hispanic households are 1.7 times as likely to live in poverty as white households.  The median net worth of Hispanic households is one-eighth that of white households.  Latino college attainment rates nearly doubled in last two decades.  Latino families with a college-educated head of household earn more than twice the income and more than four times the net worth of those without a college education.  A 2019 report finds that if the U.S. Latino gross domestic product (GDP) were its own country, it would rank as the eighth largest GDP in the world.

The Economic State of the Latino Community in America

TABLE OF CONTENTS
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DEMOGRAPHICS 5
Hispanics are the second largest ethno-racial group in the United States Latinos make up the largest share of immigrants in the United States Hispanic population growth is slowing due to declining immigration and fertility Latinos on average are younger than other Americans
MARRIAGE AND MIGRATION 7
Latino migrants are less likely to be married
The Latino population is clustered in certain states and metro areas The largest Latino population growth is in the South while fastest growth is in rural areas EDUCATION 9
Latino young adults are half as likely as whites to graduate from college More than one-quarter lack a high school degree
Education rates have accelerated
EMPLOYMENT 11
Latinos are more likely to be in the labor force
The unemployment rate for Hispanics is higher than for the overall population Latinos make up higher shares of employment in low-paying INCOME AND EARNINGS 13
Latino workers earn less
Hispanic women suffer a large gender pay gap
Even Hispanic women in professional occupations face a steep gender pay gap ENTREPRENEURSHIP 15
Latinos are significantly more likely to be entrepreneurs Entrepreneurship is an important path to upward mobility Latino entrepreneurs have less access to financial capital WEALTH, POVERTY AND ECONOMIC MOBILITY 16
Latino households have only one-eighth the wealth of non-Hispanic white households Hispanic households are 1.7 times as likely to live in poverty as white households Hispanic children overall experience less economic mobility than white children but similar mobility at the extremes of the income distribution
The Economic State of the Latino Community in America

HOMEOWNERSHIP AND CONSUMER FINANCE 18
Latinos drive rise in homeownership
Latinos pay more for home financing costs
Many Latinos lack access to banking services and credit ECONOMIC AND POLITICAL POWER 20
Hispanics account for $2.3 trillion in economic activity Hispanics drive billions in consumer spending and demand for new technologies Hispanics contribute to the nation’s safety net
Hispanic voters more than doubled in last two decades
CONCLUSION 21
APPENDIX 23
Terms and other notes
The Economic State of the Latino Community in America

DEMOGRAPHICS
Hispanics are the second largest ethno-racial group in the United States There are 59 million Hispanics living in the United States. Considering race and ethnicity, Latinos constitute the second largest ethnoracial group in the country. Of the nation’s 323 million residents, 18 percent are Hispanic (of
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any race) and 61 percent are non-Hispanic
white, 13 percent are non-Hispanic black and 6
percent are non-Hispanic Asian. Other race
categories make up two percent of the U.S.
population.
2 The majority of American Hispanics are of
Mexican origin (62 percent), followed by Puerto
Rican (9 percent), Cuban (4 percent),
Dominican (4 percent) and Salvadoran (4
percent). Ten million Latinos are from other
countries in Central America, South America
and Spain.

Latinos make up the largest share of
immigrants in the United States
There are 45 million foreign-born residents of the United States. Nearly half of them (45 percent) are Latino.

The Economic State of the Latino Community in America

Over one-third of Hispanics in the United States are foreign-born. However, the share varies widely by country of origin. Nearly seven in 10 Latinos of Mexican descent are native-born.

Less than half of the next three largest origin types—Cuban, Dominican and Salvadoran—are native-born (42 percent of each group). However, there has been a recent decline in the foreign-born share across the largest Hispanic origin groups.3 Young Hispanics are more likely to have been born in the United States than older individuals. The share of Latino youth (under age 18) that are native-born is nearly the same as the share of the overall white population that is native-born. Ninety-five percent of young Latinos (less than 18 years old) are native-born, while 99 percent of the young white population is native-born. In contrast, among Latino adults (age 18 and over), just over half are native-born (52 percent). Nearly one in three (30 percent) are non-citizens and nearly one in five (18 percent) are foreign-born citizens.

Hispanic population growth is slowing due to declining immigration and fertility From a peak in the mid-1990s, population growth among Latinos has slowed in recent decades.
4 The decrease is partly due to declining
immigration.
5 After the Great Recession,
immigration from Mexico—which historically
was the origin of most immigration from Latin
America—reached net-zero, with as many
Mexican immigrants leaving as entering the
United States.6 Since 2000, the birth rate to
foreign-born—and native-born—Hispanic
women has declined.

Most of the adult Hispanic population used to be
immigrants. At the peak, in 2007, more than half
of all Hispanic adults were foreign-born (55
percent), but today only forty-eight percent of
Latino adults are foreign-born.
7 Almost two-thirds (66 percent) of all Latinos
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were born in the United States. Their children
will add to the increasing Latino share of the U.S.
population.8
In 2000, 10 percent of babies born in
the United States were born to Hispanic mothers; by 2017, 17 percent of babies were born to Hispanic mothers.9 The Latino share of babies born in the United States is expected to increase, raising the percentage of Latinos as a total share of the U.S. population.

Latinos on average are younger than other Americans
The Latino population is younger than the overall U.S. population. The median age of Hispanics is 29 years old—almost 10 years younger than that of the overall population (38 The Economic State of the Latino Community in America

years) and nearly 15 years younger than the white population (43 years). However, the median age of foreign-born Latinos is 43, while the median age of those born in the United States is only 20.

Nearly one-third (32 percent) of Latinos are younger than 18, compared to less than onequarter (23 percent) of the overall population, and less than one-fifth (19 percent) of whites.

One out of every four children living in the United States is Hispanic.

Latinos are under-represented in older age groups and over-represented in younger ones.

Among those over age 64, less than one in 10 is
Hispanic, while nearly four in five are white.

There is a declining share of whites and an
increasing share of Latinos across the age groups
of those aged 65 years or older to young adults.

Young adults (ages 25 to 34) are more diverse
than older age cohorts. Just over half (56 percent)
is white and about one in five is Latino.

MARRIAGE AND MIGRATION
Latino migrants are less likely to be married
Among those ages 15 and older, fewer than half
(45 percent) of Latinos are married. In contrast,
more than half of whites are married (55
percent). Further, compared to whites, more
Latino adults have never been married (41
percent compared to 26 percent, respectively).

The Economic State of the Latino Community in America

The percent married differs by country of origin. Forty-six percent of Hispanics of Mexican and Cuban descent are married. A smaller share of Latinos of Puerto Rican, Dominican and Salvadoran descent are married (36, 42 and 44 percent, respectively).

The rate of marriage may have long-term economic and social consequences. Married-couple families have legal rights and financial benefits, such as being able to file joint federal tax returns. They also have higher income levels than single households. 10 Marriage and marital
happiness are related to better health and longevity.
11 Latinos may delay marriage due to migration patterns. Among those 25 years old and over, most Latinos have married (56 percent). Yet less than half (49 percent) of those who have recently immigrated to the United States or migrated within the United States (“movers”) are married.

However, movers are about just as likely as those who have not recently moved to be parents.

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Among those ages 25 and over, over half (55 percent) of Latinos are parenting at least one child in their household, while less than half of whites and blacks live with at least one child (36 percent and 40 percent, respectively).

The Latino population is clustered in certain states and metro areas More than half of all Latinos live in just five states: California (26 percent), Texas (19 percent), Florida (9 percent), New York (6 percent) and Arizona (4 percent). These states also have a high share of Latinos based on the state population. In New Mexico, Texas, California, Arizona and Nevada, more than 30 percent of the population is Latino (45, 39, 39, 35 and 30 percent, respectively). In New York and Florida, Latinos comprise 17 and 26 percent of the population in each state.

Other states with a high share of Latinos include Rhode Island and Connecticut (18 and 16 percent, respectively). These states, in addition to Pennsylvania and Georgia, all have more than a million Latino residents.

Most Latinos live in urban areas (94 percent) and nearly half live in just 10 metropolitan areas. The Los Angeles-Long Beach-Anaheim metro area has more than 6 million Latino residents. One in 10 Latinos live in this metro area. Over a million Latino residents live in each of the top 10 metro areas.

The New York-Northern New Jersey-Long Island MSA has 4.5 million Latino residents.

There are three million Latinos living in the Miami-Fort Lauderdale-Miami Beach metro area.

Four other MSAs have more than 2 million Latino residents: Houston-Baytown-Sugar Land; Riverside-San Bernardino; Dallas-Fort Worth-Arlington; and Chicago-Naperville-Joliet.

The largest Latino population growth is in the South while fastest growth is in rural areas Patterns of migration are changing and currently about as many Latinos now live in the South (38 percent) as do live in the West (39 percent). Less than 10 percent of Latinos live in the Midwest. From 2008 to 2018, according to the Pew Research Center, the South saw the The Economic State of the Latino Community in America

largest Latino population growth of any U.S. region, where the Latino population grew by over 30 percent.12
Over the same period, the states with the fastest growth include states with relatively low Hispanic populations outside the South, including North Dakota (135 percent), South Dakota (75 percent), the District of Columbia (57 percent), Montana (55 percent) and New Hampshire (50 percent).13 Higher immigration levels and
state-to-state migration of Latino workers is
critical to the economy as a way to increase labor
force participation rates, especially in newly
developing rural areas.

EDUCATION
As with other ethno-racial groups, completing
formal education is an important milestone to
prepare young adults for the labor force. Though
there have been notable recent gains in
educational attainment, the college gap for
Latinos persists across gender and age groups.

Thirty-five percent of American adults have a
bachelor’s degree or higher level of education.

Yet fewer than one in five Latino adults (18
percent) have a college degree.

Latino young adults are half as likely as whites to graduate from college Young Latinos have higher levels of college attainment than older Latinos. However, Latino young adults (ages 25 to 34) entering the labor market are less than half as likely as white Item 1
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Millennials of the same ages to graduate from college. They are also less likely to have a college degree than black young adults. Among Latinos as well as blacks, women have a higher rate of college attainment than men.

More than one-quarter lack a high school degree
About three in four Hispanics (59 percent) over the age of 25 have only a high school degree (31 percent) or less than a high school degree (28 percent). Among whites, only about one in three have a high school degree or less. Latinos are nearly five times as likely as whites to have not completed high school (28 percent and 6 percent, respectively).

The Economic State of the Latino Community in America

Education rates have accelerated
Over the past several decades, more Latinos have pursued higher education. The percent with a bachelor’s degree nearly doubled from nine percent in 1990 to 17 percent in 2017.14 Among adults ages 18 to 24, about one in four Latinos are enrolled full-time in college compared to about one in four blacks, one in three whites and over half of Asians.

Hispanics born in the United States are much more likely to graduate high school and college than first generation Hispanics (born outside the United States). Less than 15 percent of native-born Hispanics have less than a high school degree compared to about 40 percent of Latinos who are foreign-born. Almost one in four (23 percent) native-born Hispanics hold a bachelor’s degree or higher, while 15 percent of foreign-born Hispanics hold a bachelor’s degree.

The increasing rates of educational attainment have paid off for Latino families in terms of higher incomes and wealth. Latino families with a college-educated head of household earn more than twice the income and have net worth more than four times greater than those without a college education.15
The relationship between education and economic well-being is complex. Over the long-run, the benefits of a college degree are smaller for Latinos and African Americans than for whites and Asians.16 Even for Latinos with a college degree, the unemployment rate is higher than the unemployment rate for whites.17
The Economic State of the Latino Community in America

EMPLOYMENT
Latinos are more likely to be in the labor force
There are currently about 29 million Hispanic workers in the civilian labor force, accounting for nearly 18 percent of all workers. In 2018, they made up over 17 percent (about 27 million) of all employed persons 16 years old and over, which reflects the growing Hispanic population. In fact, Latinos are somewhat more likely to participate in the labor force than workers in other groups. In 2018, 67 percent of Hispanics were in the labor force, compared to 63 percent of whites and over 63 percent of blacks. The higher labor force participation rate in the Hispanic population, combined with the relative youth and expected increases in the population, suggest that the importance of the Hispanic workforce will continue to grow.

The Economic State of the Latino Community in America

The unemployment rate for Hispanics is higher than for the overall population While the Hispanic unemployment rate has consistently been higher than both the overall and white unemployment rates, the employment situation for Latinos has improved in recent years. In 2018, over 22,000 out of about 27,000 employed Hispanics (83 percent) worked full time.

The unemployment rate for Hispanics has fallen from its Great Recession-era peak in 2009 of

13.0 percent to 4.2 percent in August 2019, outpacing the drop in the national unemployment rate. As of August 2019, 1.2 million Hispanic workers were unemployed. The number of Item 1
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unemployed Hispanic workers declined by 7.7 percent (101,000 workers) over the last year.

Despite this improvement, the Hispanic unemployment rate remains above the national rate.

Latinos make up higher shares of employment in low-paying sectors Latinos play an important role in many industries and collectively hold 17 percent of privatesector jobs.

They are over-represented in several industries, including construction (31 percent), agriculture (26 percent), leisure and hospitality (23 percent), mining (21 percent), wholesale trade (19 percent) and transportation and utilities (18 percent).

However, Latinos make up disproportionately higher shares of employment in low-paying sectors, while continuing to be under-represented in one of the fastest-growing sectors of the economy—education and health services—and in higher paying sectors like financial activities and information. According to a study by the Center for Economic and Policy The Economic State of the Latino Community in America

Research, the most common industry for Hispanic women is restaurants and other food services, followed by elementary and secondary schools, while the most common for Hispanic men is construction, followed by restaurants and other food services.18

INCOME AND EARNINGS
Latino workers earn less
The fact that many Hispanics work in lower-paying occupations means that they generally earn less than non-Hispanics. Full-time Hispanic workers earn lower median salaries compared to those of white and black workers and the overall workforce. In 2018, median weekly earnings of Hispanic workers employed full-time were 26 percent less than the median weekly earnings of white workers—$680 per week compared to $916 per week.19 Median weekly earnings of full-time Hispanic workers were $206 less than the median earnings of full-time workers in the labor force overall.20 Over a 12-month period, that would amount to about $10,700 less in earnings for a full-time Hispanic worker.

The earnings disparity faced by Hispanic workers translates into lower income for Hispanic households. In 2018, median income of all Hispanic households ($51,450) was nearly $20,000 less than the median income of non-Hispanic white households ($70,642).

The Economic State of the Latino Community in America

Hispanic women suffer a large gender pay gap
Latinas play an important role in the economic security of their families, and they make significant contributions to the economy. In 2018, 57 percent of Hispanic women were in the labor force, and 41 percent of Hispanic mothers were their family’s breadwinner in 2017, the majority of whom are single mothers.21
But Hispanic women suffer vast disparities in the workplace. Latinas would have to work all of 2018 and until November 20, 2019 (Latina Equal Pay Day) to make what a white man earned in 2018 alone—a pay gap of 53 cents on every dollar a white man earns.

Even Hispanic women in professional occupations face a steep gender pay gap Even accounting for factors like occupation, education, experience and geographical location, Latinas experience a pay gap. For instance, a Latina in the legal field earns 36 percent of what a white man in the legal field makes, and a Latina in a management position makes 58 percent of what a white man makes in a management position.22 Even in fields with higher concentrations of women, the gap persists—Latinas make 87 percent and 77 percent of what white men make for administrative assistants and elementary and middle school teachers, respectively.
23 The pay gap for Latinas widens with higher levels of education and is largest for Latinas with a bachelor’s degree.24
The Economic State of the Latino Community in America

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Typical explanations for
Hispanic women’s wage gap
include: Latinas are more
likely to work in low-paying
jobs in service and sales and
office occupations, and are less
likely to work in higher-paying
jobs including management
and professional occupations;
Latinas generally have lower
levels of education; Latinas are
more likely to work in jobs
with reduced hours and to
work part-time involuntarily;
and Latinas are more likely to
earn the minimum wage.

However, a substantial and
growing body of research suggests that the gender wage gap for minority women is more than just the sum of its parts. In other words, the wage gap faced by Latinas is intersectional—the product of discrimination and inequalities that affect women as a whole and Hispanics as a whole, as well as those that affect Hispanic women specifically. In fact, a study by the Washington Center for Equitable Growth found that most of Hispanic women’s wage gap is unexplained by human capital variables, and furthermore that workplace segregation and discrimination cause most of the wage gap.25

ENTREPRENEURSHIP
Latinos are significantly more likely to be entrepreneurs Based on the Census Bureau Survey of Business Owners, there were 3.3 million Hispanicowned businesses in 2012.26 However, according to a 2017 report, the number of Hispanicowned businesses in 2017 is projected to be over four million.27 These Hispanic-owned businesses combined contribute over $700 billion to the American economy annually.28 Nearly one in four new businesses, which provide key sources of new jobs, are Latinoowned.29 The rate of new entrepreneurs in 2017 was also much higher for Latinos than for any other racial group—Latinos are 1.7 times more likely to start businesses. 30 This trend is only
expected to continue, as Latinos have experienced faster increases in the share of new entrepreneurs in recent years.31
One quarter of Latino-owned businesses are owned by women. These businesses have a higher yearly growth rate (10 percent) than male-owned Latino businesses (6 percent).

However, women are nearly twice as likely to have microbusinesses (businesses generating less than $100,000 in annual revenue) as men, and so Hispanic men generate more business revenue, profit and personal income.32
The Economic State of the Latino Community in America

Entrepreneurship is an important path to upward mobility Most Latino entrepreneurs with scaled businesses (those that have grown to $1 million or more in annual gross revenue) were raised in lower and lower-middle income households, suggesting that childhood background may be overcome to build a successful business.33 This is also in line with increasing trends in economic mobility for Latinos. Scaled companies are more likely to be owned by men and immigrants, and immigrant-owned Latino businesses are more likely to be scaled in the tech industry.

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However, the robust entrepreneurship in the Latino community also comes with challenges.

Latino business owners tend to rely on informal financing (personal savings and seed funding from friends and family) to start their businesses and consequently bear greater personal financial risk related to lower credit scores and limited credit histories.34 Compared to white business owners, Latino business owners report more difficulties paying operating expenses and having credit availability issues, despite reporting comparable patterns of revenue growth, employment growth and profitability.35

WEALTH, POVERTY AND ECONOMIC MOBILITY
Latino households have only one-eighth the wealth of non-Hispanic white households Latino households typically have one-eighth of the wealth of non-Hispanic white households.

In 2016, the median net worth of Hispanic households was only $20,600, compared to $171,000 for non-Hispanic white households—a difference of over $150,000.

The composition of wealth is also different for Latino households. Home equity makes up a higher proportion of overall wealth for Hispanic households, despite the fact that they are much less likely to own their own homes.36 Less than half of Hispanic families own their own homes (47 percent), compared to almost three quarters of white families.37 According to the Pew Research Center, from before the Great Recession (2005) to the recovery (2009), average housing prices collapsed by nearly a third, while median home equity fell by half among Latino households.38 The fact that many Hispanic households are concentrated in states that were the hardest hit by the housing crisis may help account for this.

The Economic State of the Latino Community in America

Disparities in employment, earnings and wealth all contribute to the fact that Latinos are generally less financially prepared for retirement than other groups. Less than one-third of Latinos have retirement accounts, compared to 60 percent of white families.39 Those with savings hold a median value of $22,600, less than a third of that for white families.40 Preretirement black and Hispanic households held just 12 percent and 21 percent, respectively, of the total assets that white households held in 2016.41
However, the median wealth of Hispanic households is steadily declining, suggesting that median wealth could reach zero for Hispanic households by 2073, at which point it is estimated that median white household wealth may reach $147,000.42 Hispanic women face a particularly daunting retirement crisis, given a lifetime of lower pay, time spend in unpaid care work and more severe income shocks that leave them ill-prepared for retirement.43 Hispanic households are 1.7 times as likely to live in poverty as white households Given higher rates of unemployment and lower earnings, Latino families are among the most likely to be in poverty. In 2018, 10.5 million Hispanics, including 4.4 million children, lived below the poverty line. 44
The poverty rate for Hispanics (18 percent) is six percentage points higher than the rate for the overall population (12 percent), and eight percentage points higher than the rate for whites (10 percent).45
Growing up in poverty has serious consequences for children’s economic well-being and future outcomes. Almost 17 percent of Latino children live in a food-insecure household, and over 8 percent of Hispanic households have food-insecure children.46 Hispanic children are more than twice as likely as white children to be raised in a low-income household (below 200 percent of the poverty threshold).47 Three in five (59 percent) Hispanic children live in low-income families.48
The Economic State of the Latino Community in America

Hispanic children overall experience less economic mobility than white children but similar mobility at the extremes of the income distribution
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Latino children experience less upward mobility than white children and are more downwardly mobile than white children. For every one hundred Hispanic children who grow up in the bottom fifth of the income distribution, seven will make it to the top fifth as adults, compared to more than 10 white children.

However, according to a recent study, Hispanics are moving up significantly in the income distribution across generations.49 Hispanic children with parents at the 25th and 75th percentiles reach the 43rd and 54th percentiles, respectively, compared to white children who reach the 45th and 60th percentiles, respectively. Similar research suggests that the gap between white and Latino mobility will shrink.

HOMEOWNERSHIP AND CONSUMER FINANCE
Latinos drive rise in homeownership
According to the 2018 State of Hispanic Homeownership Report from the National Association of Hispanic Real Estate Professionals, Hispanics accounted for 485,000 new households in 2018. They contributed to more than 60 percent of the increase in U.S. net homeownership.50 The Urban Institute projects that Latinos will soon comprise more than half of all new homeowners by 2030.51 However, homeownership among Latinos still lags the homeownership rate of whites. About half of Latinos are homeowners compared to about three in four whites.

The Economic State of the Latino Community in America

Latinos pay more for home financing costs
Hispanics are more likely to pay steeper housing financing costs. About four in five nonHispanic homebuyers have conventional financing, compared to less than three in five Hispanics. In 2017, both debt-to-income (DTI) ratio and credit history accounted for 40 percent of mortgage loan denials for Hispanics.52 Compared to non-Hispanics, Hispanic homebuyers are more than twice as likely to have a Federal Housing Administration (FHA) loan and to pay mortgage insurance premiums (MIP) for the life of their FHA mortgage.53 Research finds that in the period leading up to the financial crisis, Latino borrowers were more likely to hold subprime mortgages, even after accounting for differences in income and credit scores.54 While the reasons for this remain unclear, studies have suggested that the history of racial discrimination in lending coupled with this finding may underlie the higher rates of subprime loans among Latinos as well as African Americans. The consequences have been severe for the Latino community.

Many Latinos lack access to banking services and credit Latino households have lower credit use rates than white households, irrespective of income level. Latino households (14 percent) are much more likely to lack a checking or saving account than white households (three percent).55 According to a study by the Pew Charitable Trusts, Latinos are 1.5 times as likely as whites to use payday loans.56 Interest on payday loans often has an effective annual percentage rate well above industry standards for credit cards or other consumer loans. Lacking access to mainstream banking and credit often means paying higher costs for financing. This further lowers the income available to Latino households already facing lower levels of personal earnings and higher rates of poverty.

The Economic State of the Latino Community in America

ECONOMIC AND POLITICAL POWER
Hispanics account for $2.3 trillion in economic activity The nearly 60 million Latinos living in the United States account for $2.3 trillion in economic activity.57 A 2019 report found that if the U.S. Latino gross domestic product (GDP) were its own country, it would rank as the eighth largest GDP in the world.58 Latinos own more than 4 million businesses in the United States.59 In five states, including Florida and Texas, Latinos own more than 100,000 business (per state).60 Nationwide, businesses with majority Hispanic Item 1
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ownership provide almost 2.7 million jobs to workers in the U.S.61 Hispanics drive billions in consumer spending and demand for new technologies According to a 2017 report by the New American Economy, “Power of the Purse: How Hispanics Contribute to the U.S. Economy,” Hispanics have an estimated after-tax income of nearly $690 billion.
62 In states with large Latino populations, such as Texas and California, more than one of every five consumer dollars available is due to the spending power of Hispanic households.63
Hispanics are an especially important share of consumers because they are more likely to use newer technologies, such as wireless devices and streaming services, compared to the overall population.64 Among Latinos, first generation and millennial Latinos are most likely to use mobile video streaming. The second generation, born in the United States with at least one parent born outside the United States, uses mobile and streaming devices at higher rates than the overall population, while the third generation, with both parents born in the United States, have usage rates similar to the national average.

Hispanics contribute to the nation’s safety net
In 2015, Hispanic contributed over $215 billion in U.S. tax revenues, including about $76 billion in state and local taxes.65 With almost $36 billion in state and local taxes and more than $61 billion in taxes to the federal government that includes nearly $97 billion in tax revenues contributed by foreign-born Latinos.

Studies show that foreign-born Hispanics draw down less than they put into social insurance programs. Due to their young age distribution, Hispanics help sustain the nation’s Medicare and Social Security programs. Hispanic households contributed more than $100 billion to Social Security and more than $25 billion to Medicare in 2015. In 2015, immigrants paid more than $400 billion in taxes and hold over a trillion dollars in spending power.66 Hispanic voters more than doubled in last two decades
According to the Pew Research Center, the number of Hispanic voters and the number of Hispanics who are eligible to vote has doubled in the last two decades.67 Nearly 30 million Latinos are eligible to vote and nearly 12 million reported they voted in 2018.68 The growth in Latino eligible voters comes both from a large share of Latino Millennials becoming eligible to vote as well as from naturalization of Latino adult immigrants.69 The Economic State of the Latino Community in America

In some election years, foreign-born Latinos who have become American citizens have higher voter turnout rates than native-born Latinos.70 While Latinos have historically had lower voter turnout rates compared to other racial groups, the increase in the voter turnout from 2014 to 2018 from 6.8 million to 11.7 million suggests the political power of Latinos is emerging and will become increasingly evident, especially as Latino Millennials become more engaged in the political process.
71 CONCLUSION
Latinos constitute a large and growing portion of the U.S. population. Almost two-thirds were born in the United States and almost 80 percent are citizens. It is estimated that by 2060 Latinos or those of Hispanic heritage could make up one-quarter of all residents.

Hispanics are more likely than non-Hispanics to be working or seeking work. They are also significantly more likely to be entrepreneurs. An increasing number of them are collegeeducated, earning professional degrees and assuming leadership roles in various fields.

Businesses with majority Hispanic ownership provide almost 2.7 million jobs to American workers. Because of their increasing numbers, high employment levels, entrepreneurship and increasing levels of education, Latinos will continue to play an important role in the economy.

However, Latinos as a whole still fare worse economically than the population as a whole. On Item 1
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average, they face higher unemployment, lower wages, lower household wealth and higher The Economic State of the Latino Community in America

poverty rates. Foreign-born Latinos are more likely than the native-born to face economic challenges, but their children—like the children of generations of past immigrants—often achieve more economic success. The future of the U.S. economy will depend in part on the ability of all Latinos to realize their full economic potential.

The Economic State of the Latino Community in America

APPENDIX
Terms and other notes
 Terms for “Latino” and “Hispanic” are used interchangeably. Hispanic refers to people whose origin is Mexican, Puerto Rican, Cuban, Spanish-speaking Central or South American countries or another Hispanic/Latino origin, regardless of race.  Terms for “white,” black,” “Asian” and “other” races refer to non-Hispanic persons only, unless otherwise noted.
 Terms for “black” and “African American” are used interchangeably and refer to all persons that report race as black, African or African American (where data available, “black” includes black alone and/or in combination).
 The terms for “white” and “Asian” is for white alone and Asian alone, unless otherwise noted.
 “Foreign-born” refers to persons born outside of the United States, Puerto Rico or other U.S. territories without a parent who was a U.S. citizen.  “Native-born” refers to persons who are U.S. citizens at birth, including those born in the United States, Puerto Rico or other U.S. territories and those born abroad with at least one parent who was a U.S. citizen.
 Terms for “foreign-born” and “immigrant” are used interchangeably.  Terms for “first generation,” “second generation” and “third generation” refers to persons born outside the U.S., born in the U.S. with at least one parent born outside the U.S., or born in the U.S. with both parents born in the U.S., respectively.  Universe for the CPS data are the civilian noninstitutionalized population, including those in the armed forces living in housing units off post or with at least one other civilian adult, unless otherwise noted.
 The term “young adults” is used to refer to adults ages 25 to 34, unless otherwise noted.

The Economic State of the Latino Community in America

1 Reeves, Richard and Camille Busette. 2018. “The Middle Class is Becoming Race-Plural, Just Like the Rest of America.” Brookings,
February 27, 2018. https://www.brookings.edu/blog/social-mobility-memos/2018/02/27/the-middleclass-is-becoming-race-plural-just-likethe-rest-of-america/. 2 JEC Democratic staff calculations based on IPUMS data from the 2018 Current Population Survey, Annual Social and Economic
Supplement. The terms “Latino” and “Hispanic” are used interchangeably. For this report, we analyze the intersection of race and ethnicity.
“Hispanic” or “Latino” refer to persons of any race, while “white,” “black” and “Asian” refer to non-Hispanics only. Hispanic refers to
people whose origin is Mexican, Puerto Rican, Cuban, Spanish-speaking Central or South American countries or another Hispanic/Latino
origin, regardless of race.

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3 Flores, Antonio. 2017. “How the U.S. Hispanic Population Is Changing.” Pew Research Center. Retrieved September 10, 2019.
https://www.pewresearch.org/fact-tank/2017/09/18/how-the-u-s-hispanic-population-is-changing/. 4 Manueal Krogstad, Jens and Mark Hugo Lopez. 2015. “Hispanic Population Reaches Record 55 Million, but Growth Has Cooled.” Pew
Research Center. Retrieved September 13, 2019. https://www.pewresearch.org/fact-tank/2015/06/25/us-hispanic-population-growth-surgecools/. 5 Ibid.
6 Smith, Noah. 2018. “What Immigration Crisis? The U.S. Isn’t Being Swamped.” Bloomberg.Com, June 26. https://www.bloomberg.com/opinion/articles/2018-06-26/what-immigration-crisis-the-u-s-isn-t-beingswamped. 7 Flores, Antonio. 2017. “Facts on U.S. Latinos, 2015.” Pew Research Center, September 18. https://www.pewresearch.org/hispanic/2017/09/18/facts-on-u-s-latinos/#hispanic-pop. 8 Livingston, Gretchen. 2019. “Hispanic Women No Longer Account for the Majority of Immigrant Births in the U.S.” Pew Research Center.

Retrieved September 10, 2019. https://www.pewresearch.org/fact-tank/2019/08/08/hispanic-womenno-longer-account-for-the-majority-ofimmigrant-births-in-the-u-s/; Brown, Anna. 2014. “U.S. Hispanic and Asian Populations Growing, but for Different Reasons.” Pew Research Center, June 26. Retrieved September 10, 2019. https://www.pewresearch.org/fact-tank/2014/06/26/us-hispanic-and-asian-populationsgrowing-but-for-different-reasons/. 9 Ibid.
10 Stimpson, Jim P., Fernando A. Wilson and Kristen M. Peek. 2012. “Marital Status, the Economic Benefits of Marriage, and Days of
Inactivity due to Poor Health,” International Journal of Population Research. https://doi.org/10.1155/2012/568785.
11 Lawrence, Elizabeth M., Richard G. Rogers, Anna Zajacova, and Tim Wadsworth. 2019. “Marital Happiness, Marital Status, Health, and
Longevity.” Journal of Happiness Studies 20(5):1539–61. https://doi.org/10.1007/s10902-018-0009-9. 12 Flores, Antonio, Mark Hugo Lopez, and Jens Manueal Krogstad. n.d. “U.S. Hispanic Population Reached New High in 2018, but Growth
Has Slowed.” Pew Research Center. Retrieved September 13, 2019. https://www.pewresearch.org/facttank/2019/07/08/u-s-hispanicpopulation-reached-new-high-in-2018-but-growth-has-slowed/. 13 Ibid.
14 National Center for Education Statistics. 2018. Table 104.10. Rates of high school completion and bachelor's degree attainment among
persons age 25 and over, by race/ethnicity and sex: Selected years, 1910 through 2017. Fast Facts, January.
https://nces.ed.gov/programs/digest/d17/tables/dt17_104.10.asp. 15 As determined by the education level of the family head; William R. Emmons and Bryan J. Noeth. 2015. “Why Didn’t Higher Education
Protect Hispanic and Black Wealth?” Federal Reserve Bank of St. Louis, August. 16 Carnevale, Anthony P. and Megan L. Fasules. 2017. “Latino Education and Economic Progress: Running Faster but Still Behind”
Georgetown University McCourt School of Public Policy. https://cew.georgetown.edu/wpcontent/uploads/Latino-ES.pdf. 17 Bureau of Labor Statistics, Current Population Survey. 2014. Table 7: Employment status of the civilian noninstitutional population 25 years and over by education attainment, race, and Hispanic or Latino identity.
18 Bucknor, Cherrie. 2016. Table 1-5. “Hispanic Workers in the United States.” Center for Economic and Item 1
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Policy Research.
http://cepr.net/images/stories/reports/hispanic-workers-2016-11.pdf. 19 Bureau of Labor Statistics, U.S. Department of Labor. n.d. Table 37: Median Weekly Earnings of FullTime Wage and Salary Workers by Selected Characteristics. https://www.bls.gov/cps/cpsaat37.pdf . 20 Ibid.
21 Glynn, Sarah Jane. 2019. “Breadwinning Mothers Continue to be the US Norm.” Center for American Progress.
https://www.americanprogress.org/issues/women/reports/2019/05/10/469739/breadwinning-motherscontinue-u-s-norm/. 22 Lean In. 2019. “The Latina Pay Gap by the Numbers.” https://leanin.org/data-about-the-gender-paygap-for-latinas. 23 Ibid.
24 Ibid.
25 Bahn, Kate and Will McGrew. 2018. “The Intersectional Wage Gaps Faced by Latina Women in the United States.” Washington Center
for Equitable Growth. https://equitablegrowth.org/the-intersectional-wage-gaps-faced-by-latina-womenin-the-united-states/. 26 U.S. Bureau of the Census 2012. Survey of Business
Owners. https://www.census.gov/library/visualizations/2016/comm/hispanicbusinesses.html. 27 Geospace and the United States Hispanic Chamber of Commerce (USHCC). 2017. “Hispanic Business & Entrepreneurs Drive Growth in
the New Economy.” http://geoscape.com/wp-content/uploads/2017/09/HBR-Final-Report_2017.pdf.

The Economic State of the Latino Community in America

28 United States Hispanic Chamber of Commerce (USHCC). 2019. “USHCC:

About.” https://ushcc.com/about/.
29 Fairlie, Robert et al. 2019. “2017 National Report on Early-Stage Entrepreneurship.” Kaufman Indicators of Entrepreneurship.
https://indicators.kauffman.org/wp-content/uploads/sites/2/2019/02/2017-National-Report-on-EarlyStage-Entrepreneurship-February20191.pdf; Mills, Claire Kramer et al. 2017. “Latino-Owned Businesses:

Shining a Light on National Trends.” Stanford Graduate School of Business. https://www.newyorkfed.org/medialibrary/media/smallbusiness/2017/Report-on-LatinoOwned-Small-Businesses.pdf. 30 Ibid.
31 Ibid.
32 Orozco, Marlene and Iliana Perez. 2018. “2018 Research Report: State of Latino Entrepreneurship.” Stanford University Graduate School
of Business. https://www.gsb.stanford.edu/sites/gsb/files/publication-pdf/report-slei-state-latinoentrepreneurship-2018.pdf. 33 Ibid.
34 Mills, Claire Kramer et al. 2017. “Latino-Owned Businesses: Shining a Light on National Trends.” Stanford Graduate School of Business.
https://www.newyorkfed.org/medialibrary/media/smallbusiness/2017/Report-on-Latino-Owned-SmallBusinesses.pdf. 35 Ibid.
36 Dettling, Lisa J. et al. 2017. “Recent Trends in Wealth-Holding by Race and Ethnicity: Evidence from the Survey of Consumer Finances.”
U.S Federal Reserve. https://www.federalreserve.gov/econres/notes/feds-notes/recent-trends-in-wealthItem 1 December 16, 2025
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holding-by-race-and-ethnicityevidence-from-the-survey-of-consumer-finances-20170927.htm. 37 U.S. Federal Reserve. 2016. 2016 SCF
Chartbook. https://www.federalreserve.gov/econres/files/BulletinCharts.pdf; US Department of Commerce. 2019. “Quarterly Residential Vacancies and Homeownership, Second Quarter 2019.” https://www.census.gov/housing/hvs/files/currenthvspress.pdf. 38 Kochhar, Rakesh, Ricahrd Fry and Paul Taylor. 2011. Hispanic Household Wealth Fell by 66% from 2005 to 2009.
https://www.pewsocialtrends.org/2011/07/26/wealth-gaps-rise-to-record-highs-between-whites-blackshispanics/. 39 U.S. Federal Reserve. 2016. “Percent of Families with Retirement Accounts.” 2016 SCF Chartbook. https://www.federalreserve.gov/econres/files/BulletinCharts.pdf. 40 Ibid. Median value of retirement accounts for families with holdings by race or ethnicity of respondent. 41 U.S. Congress Joint Economic Committee. 2019. “Retirement Insecurity.” https://www.jec.senate.gov/public/_cache/files/bafb9923-7f9a40ad-b287- 4722b8b979cd/retirement-insecurity-jec.pdf.
42 Ibid.
43 Ibid.
44 JEC Democratic staff calculations based on data from Census Bureau/Haver Analytics. 45 Ibid.
46 Coleman-Jensen, Alisha et al. 2019. “Household Food Security in the United States in 2018.” United States Department of Agriculture.
https://www.ers.usda.gov/webdocs/publications/94849/err-270.pdf?v=963.1. 47 National Center for Children in Poverty. 2018. “United States: Demographics of Low Income Children.” http://www.nccp.org/profiles/US_profile_6.html.
48 Ibid.
49 Chetty, Raj et al. 2018. “Race and Economic Opportunity in the United States: An International Perspective.” National Bureau of
Economic Research. http://www.equality-of-opportunity.org/assets/documents/race_paper.pdf. 50 Calderon, Marisa. “2018 State of Hispanic Homeownership Report.” National Association of Hispanic real Estate Professionals. 2018.
https://nahrep.org/downloads/2018-state-of-hispanic-homeownership-report.pdf. 51 Goodman, Laurie, Rolf Pendall and Jun Zhu. 2015. “Headship and Homeownership: What does the Future Hold?” Urban Institute, June,
2015. https://www.urban.org/sites/default/files/2000257-headshipand-homeownership-what-does-thefuture-hold.pdf. 52 Calderon, Marisa. “2018 State of Hispanic Homeownership Report.” National Association of Hispanic real Estate Professionals. 2018.
https://nahrep.org/downloads/2018-state-of-hispanic-homeownership-report.pdf. 53 Ibid.
54 Mayer, Chris and Pence, Karen. 2007. “Subprime Mortgages: What, Where, and to Whom?” Federal Reserve.
https://www.federalreserve.gov/pubs/feds/2008/200829/200829pap.pdf. 55 Apaam, Gerald et al. 2018. “2017 FDIC National Survey of Unbanked and Underbanked Households.” Federal Deposit Insurance
Corporation. https://www.fdic.gov/householdsurvey/2017/2017report.pdf. 56 The Pew Charitable Trusts. 2012. “Payday Lending in America: Who Borrows, Where They Borrow, and Why.”
https://www.pewtrusts.org/~/media/legacy/uploadedfiles/pcs_assets/2012/pewpaydaylendingreportpdf. pdf.
57 Weeks, Matt. 2015. “Asians, Hispanics Driving U.S. Economy Forward, According to UGA Study.” UGA Item 1
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Today. Retrieved September 10,
2019. https://news.uga.edu/2015-multicultural-economy-report/. 58 Hamilton, Dan, Matthew Fienup, David Hayes-Bautista and Paul Hsu. 2019. “LDC U.S. Latino GDP Report: Quantifying the New
American Economy.” Latino Donor Collaborative, September. http://latinodonorcollaborative.org/wpcontent/uploads/2019/09/LDC_USLatino-GDP-Report_2019.pdf. 59 Geospace and the United States Hispanic Chamber of Commerce (USHCC). 2017. “Hispanic Business & Entrepreneurs Drive Growth in
the New Economy.” http://geoscape.com/wp-content/uploads/2017/09/HBR-Final-Report_2017.pdf. 60 New American Economy. 2017. “Power of the Purse: How Hispanics Contribute to the U.S. Economy.” The Economic State of the Latino Community in America

https://research.newamericaneconomy.org/report/power-of-the-purse-how-hispanics-contribute-to-theu-s-economy/. 61 Ibid.
62 Ibid.
63 Mahonery, Sarah. 2019. “Hispanics’ Lifetime Spending to Top Others’ By $500K.” MarketingDaily.

Retrieved September 12, 2019.
https://www.mediapost.com/publications/article/335416/hispanics-lifetime-spending-to-top-others-by50.html. 64 Pwc. n.d. “Always Connected: US-Based Hispanic Consumers Dominate Mobile, Entertainment, and Beyond.” Consumer Intelligence
Series. https://www.pwc.se/sv/pdf-reports/pwc-emc-hispanics-report.pdf#page=11. 65 New American Economy. 2017. “Power of the Purse: How Hispanics Contribute to the U.S. Economy.” https://research.newamericaneconomy.org/report/power-of-the-purse-how-hispanics-contribute-to-theu-s-economy/. 66 Ibid.
67 Manuel Krogstad, Jens, Luis Noe-Bustamante and Antonio Flores. 2019. “Historic highs in 2018 voter turnout extended across racial and
ethnic groups.” Pew Research Center. Retrieved September 17, 2019. https://www.pewresearch.org/facttank/2019/05/01/historic-highs-in2018-voter-turnout-extended-across-racial-and-ethnic-groups/. 68 Gonzalez-Barrera, Ana and Jens Manuel Krogstad. 2018. “Hispanic Voters More Engaged in 2018 than in Previous Midterms.” Pew
Research Center. Retrieved September 17, 2019. https://www.pewresearch.org/facttank/2018/11/02/hispanic-voters-more-engaged-in-2018- than-in-previous-midterms/.
69 Manueal Krogstad, Jens et al. 2016. “Millennials Make Up Almost Half of Latino Eligible Voters in 2016.” Pew Research Center’s
Hispanic Trends Project. Retrieved September 12,
2019. https://www.pewresearch.org/hispanic/2016/01/19/millennials-make-up-almosthalf-of-latinoeligible-voters-in-2016/. 70 Ibid.
71 Manuel Krogstad, Jens, Luis Noe-Bustamante and Antonio Flores. 2019. “Historic Highs in 2018 Voter Turnout Extended Across Racial
and Ethnic Groups.” Pew Research Center. Retrieved September 17, 2019. https://www.pewresearch.org/fact-tank/2019/05/01/historic-highsin-2018-voter-turnoutextended-across-racial-and-ethnic-groups/

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Introduction
This fact sheet is designed to assist congressional offices with work related to National Hispanic Heritage Month, which is observed from September 15 to October 15. It contains links to census and demographic information, a CRS report, sample speeches and remarks from the Congressional Record, and presidential proclamations. It also contains links to additional cultural and historical resources and selected educational, cultural, and advocacy organizations.

History
National Hispanic Heritage Month started in 1968 as Hispanic Heritage Week under President Lyndon Johnson, and it was expanded by President Ronald Reagan in 1988 to cover a 30-day annual period starting on September 15 and ending on October 15. It was enacted into law on August 17, 1988.

Legislation
P.L. 90-498. Authorized and requested the President to proclaim annually the week including September 15 and 16 as National Hispanic Heritage Week (82 Stat. 848; September 17, 1968).

P.L. 100-402. Amended P.L. 90-498 to provide for the designation of National Hispanic Heritage Month (102 Stat. 1012; August 17, 1988).

P.L. 105-225, §126. Requested that the President issue a yearly proclamation designating September 15 through October 15 as National Hispanic Heritage Month (112 Stat. 1259; August 12, 1998). The commemorative observance is codified in 36 U.S.C. 126.

In recent years, the Senate has passed resolutions recognizing National Hispanic Heritage Month:

S.Res. 782, September 20, 2022;
S.Res. 417, October 18, 2021;
S.Res. 352, September 26, 2019;
S.Res. 655, September 26, 2018;
S.Res. 256, September 14, 2017; and
S.Res. 574, September 26, 2016.

Hispanic Members of Congress
CRS Report R47470, Membership of the 118th Congress: A Profile, by Jennifer E. Manning. The report provides a demographic profile of current Members of Congress, including the number of Hispanic and Latino Members, by gender and party.

U.S. House of Representatives, Hispanic Americans in Congress. From the Office of the Historian and the Clerk of the House's Office of Art and Archives, this website, based on the book Hispanic Americans in Congress, 1822–2012, contains profiles of former and current Hispanic Members of Congress, essays, images, and photos.

Two congressional caucus groups seek to advance and protect the interests of Hispanic Members of Congress. The Congressional Hispanic Caucus was founded in 1976, and the Congressional Hispanic Conference was formed in 2003. Historically, caucus participation was unified by cultural priorities and Item 1
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was mostly nonpartisan; in more recent years there may be some more correlation with political affiliation.

Selected Speeches and Recognitions
Members of Congress often make floor statements, issue press releases, or enter Extensions of Remarks into the Congressional Record to recognize federal holidays and observances. The following are some recent examples of such statements.

Representative Jason Crow, "Celebrating Hispanic Heritage Month," Extensions of Remarks, Congressional Record, daily edition, vol. 168, no. 163 (October 14, 2022), pp. E1045-E1046 Representative Dan Newhouse, "National Hispanic Heritage Month," Extensions of Remarks, Congressional Record, daily edition, vol. 168, no. 159 (September 30, 2022), p. E1005 Senator Richard Durbin, "Hispanic Heritage Month," remarks in the Senate, Congressional Record, daily edition, vol. 168, no. 157 (September 28, 2022), pp. S5170-S5171 Representative Tony Cardenas, "Hispanic Heritage Month," remarks in the House, Congressional Record, daily edition, vol. 168, no. 151 (September 20, 2022), p. H7975 Representative Don Bacon, "National Hispanic Heritage Month," remarks in the House, Congressional Record, daily edition, vol. 168, no. 148 (September 14, 2022), p. H7792 Senator Benjamin L. Cardin, "Hispanic Heritage Month," remarks in the Senate, Congressional Record, daily edition, vol. 167, no. 177 (October 7, 2021), pp. S6995-S6996 Senator John Cornyn, "Hispanic Heritage Month," remarks in the Senate, Congressional Record, daily edition, vol. 166, no. 166 (September 24, 2020), pp. S5848-S5849 Presidential Proclamations
One of the many uses of a presidential proclamation is to ceremoniously honor a group or call attention to certain issues or events. Some recent proclamations commemorating Hispanic Heritage Month from the Compilation of Presidential Documents include the following:

Presidential Proclamations—Joseph R. Biden, Jr. (2021-) Presidential Proclamations—Donald J. Trump (2017-2021)
Presidential Proclamations—Barack H. Obama (2009-2017)
Presidential Proclamations—George W. Bush (2001-2009)
Presidential proclamations and remarks from 1993 to the present are available through the govinfo service on the Government Publishing Office website. Earlier remarks are available through The American Presidency Project, established by the University of California, Santa Barbara.

Statistics
Many federal agencies and nongovernmental organizations (NGOs) maintain statistics on Hispanics, including the following:

U.S. Census Bureau, Facts for Features, Hispanic Heritage Month 2023. Quick statistics on population, states and counties, businesses, families and children, language, income, poverty, health insurance, education, jobs, voting, and national service.

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U.S. Department of Health and Human Services, Office of Minority Health, Profile: Hispanic/Latino Americans. Broad profiles on language, education, income and employment, insurance coverage, and health.

Pew Research Center, Key Facts About U.S. Latinos for National Hispanic Heritage Month. Interactive statistical profiles of the Latino population in the 50 states and the District of Columbia based on Pew Research Center tabulations of the U.S. Census Bureau's American Community Survey (ACS), the Current Population Survey, and the U.S. Decennial Census.

U.S. Centers for Disease Control and Prevention, Health of Hispanic or Latino Population. Information and statistics on health issues from the Centers for Disease Control and Prevention's National Center for Health Statistics.

Cultural and Advocacy Organizations
Many other resources provide information on the history and culture of Hispanic Heritage Month.

Congressional Hispanic Caucus Institute (CHCI). Internships, fellowships, scholarships, and educational publications and resources.

Smithsonian National Museum of the American Latino. Exhibitions, research, collections, and educational programs promoting Latino heritage and culture in the United States.

League of United Latin American Citizens (LULAC). An advocacy group that "advances the economic condition, educational attainment, political influence, health and civil rights of Hispanic Americans through community-based programs."
UNIDOS US. A national Hispanic civil rights and advocacy group (formerly NCLR) that provides a Latino perspective in seven key areas: assets and investments, civil rights and criminal justice, education, employment and economic status, health, immigration, voting, and youth.

Educational, Historical and Cultural Resources
Numerous government and other organization resources provide information on the history and culture of Hispanic Heritage Month. Some of these include the following:

National Hispanic Heritage Month. Provides images, collections, and audio and video on topics such as Spanish missions, Hispanic veterans, history, and art. This is a collaborative project of the Library of Congress, National Archives and Records Administration, National Endowment for the Humanities, National Gallery of Art, National Park Service, Smithsonian Institution, and U.S. Holocaust Memorial Museum.

National Geographic, "National Hispanic and Latin American Heritage Month." Celebrates the history, contributions, influence, and accomplishments of Hispanic, Latino, Latina, and Latinx people in the United States through educational resources.

Smithsonian National Museum of the American Latino, "Hispanic Heritage Month Resources." Exhibitions, research, collections, and educational programs promoting Latino heritage and culture in the United States.

Library of Congress, Hispanic Reading Room. Serves as the primary access point for research relating to Item 1
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parts of the world encompassing the geographical areas of the Caribbean, Latin America, and Iberia; the indigenous cultures of those areas; and peoples throughout the world historically influenced by LusoHispanic heritage, including Latinos in the United States and people of Portuguese or Spanish heritage in Africa, Asia, and Oceania.

National Park Service, "National Register of Historic Places Program: National Hispanic Heritage Month." Highlights several locations that exemplify Hispanic culture and achievement, including the Lamesa Farm Workers Community Historic District in western Texas.

U.S. Department of Education, "National Hispanic Heritage Month." Provides links to a range of federal agencies observing National Hispanic Heritage Month.

Smithsonian Insider, "Latino Experience is in Focus at African American History and Culture Museum." An interview with Ariana Curtis, the curator of Latino studies at the Smithsonian African American History and Culture Museum. It includes an introduction to the term Afro-Latino.

This fact sheet was originally authored by Molly Higgins, a former Reference and Data Services Librarian. https://www.congress.gov/crs_external_products/R/HTML/R44191.web.html

Rodriguez: The Indigenous and Black Roots of Mexico, by Roberto Rodriguez, cmaadmin (EDU), Feb 13, 2017

A generation ago, while living in Mexico, I came upon the works of Gonzalo Aguirre Beltran regarding the African presence in Mexico, managing to interview him, shortly before he passed away. While Mexico is a nation with deep Indigenous roots, his work from the 1940s revealed a part of Mexico that had been previously unfamiliar to its school children and to the national narrative; its rich multi-racial history.

This is especially true when we examine the relationship in this country between Black and Brown peoples, who are often, not taught their shared histories, or even their own histories. One part of that history also includes Mexico, which had abolished slavery in 1829, providing refuge to Blacks during the time of U.S. slavery. It also includes the history of palenques or maroons — free territories of runaway slaves, such as the one established by Gaspar Yanga in 1529, in the mountains of Veracruz, considered Mexico’s first free (Black) city. In the United States, it also includes both peoples fighting against lynchings during the 19th and 20th centuries and Blacks being at the forefront of the desegregation and anti-discrimination struggles, with all people of color benefiting, including Mexicans, who waged their own struggles.

Through his census research, he revealed that there were more Blacks in Mexico than Europeans during the 300-year colonial era (1519-1821). And while Mexico’s African presence is not very visible in Mexico today, especially in the media and in its national narratives, it is a great likelihood that a great many Mexicans have some Black admixture within them. The reason for this is that many Africans mixed with native peoples and were also dispersed throughout what came to be known as New Spain, a vast expanse of land from Canada to Central America. And truthfully, these dispersals occurred into the Caribbean and South America; wherever Spain colonized and traded (trafficked, actually).

For example, Los Angeles, while led by Spanish soldiers, was founded in 1781 by a majority of people of color… that is, native peoples, mestizos and Blacks or mulattos. In fact, the largest group of the founders was mulattos.

Aguirre Beltran’s pioneering findings were suppressed during that era by a nationalistic nation steeped in the ideology of mestizaje and La Raza Cosmica. The first ideology was contrived, yet served a purpose for a Item 1
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nation struggling to forge a unified identify, this in the aftermath of 300 years of oppressive colonialism and several violent and cataclysmic wars of independence (two of its primary leaders were of AfroIndigenous descent, Jose Maria Morelos and Vicente Guerrero) and revolutions. But mestizaje was but a narrative and an ideology.

Mestizaje has generally been taught and understood in Mexico as the co-equal and consensual mixture between the Indian and the Spanish… a virtual impossibility as very few Spaniards came to Mexico during the colonial era and of those that came, very few were women. While the concept of mestizaje is complex, what we do know is that the way it is generally perceived, especially in Mexico, is wrong. If anything, the African, “the Third Root,” which was larger than the Spanish population, would have to be added into the mix, for it to at least make better sense. But even that would lead us to a wrong conclusion. During the colonial era, by law or practice, it was generally illegal for Indian and African men to marry Spanish or European women also.

Akin to “La Raza Cosmica” or the theory of the “Cosmic Race,” mestizaje in part is based on the idea of “deIndigenization” or “leaving the Indian behind.” While it is much more palatable than ideas of racial purity, it nonetheless still is an ideology that displaces the historical, cultural and intellectual Indigenous root of the country and continent. Also, despite its ideal of Mexicans being a mixture of the four races of the world, and thus creating a fifth race, the reality is that both ideologies generally disappear the African presence in Mexico.

While Mexico proclaimed pluricultural roots in 1992, only until 2015 did the nation officially recognize the African presence on the Census. That year, Mexicans were given the option of affirming their heritage, which for the first time included African heritage. That year, some 1.4 million Mexicans or 1.2% of the population affirmed that option. In terms of counting Indigenous peoples, the Mexican nation, notoriously and historically through the process of de-Indigenization, has undercounted them. Currently, the Census counts some 13 million native peoples in Mexico, while most of the rest of the population is Indigenousbased mestizo.

In this country, especially today in the field of education, we still have sky-high dropout-pushout rates and a school to prison pipeline for students of color. In the realm of human rights, the nation’s prisons resemble warehouses for people of color, and the streets, continue to be killing fields for people of color. As the new president continues to demonstrate on a daily basis, the realities of Black and Brown/Indigenous peoples will continue to be intertwined as they continue to be treated as unwanted and peoples less than human.

By knowing their intertwined histories, perhaps both peoples will come to struggle together, which in fact they are increasingly doing so already. Perhaps people can thank the current president for that.

Dr. Roberto Rodriguez is an associate professor in Mexican American Studies at the University of Arizona. https://www.diverseeducation.com/demographics/african-american/article/15099964/rodriguez-theindigenous-and-black-roots-of-mexico

Genetically, There's No Such Thing as a Mexican, June 12, 2014, 12:03 PM PDT / Updated June 12, 2014, 12:19 PM PDT

Medical researchers and census-takers may lump Latinos or Hispanics into one group, but a giant study of Mexican genetics shows there’s no such thing.

Medical researchers, doctors and census-takers may lump Latinos or Hispanics into one group, but a giant study of Mexican genetics shows there’s really no such thing.

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Mexicans themselves show such extreme diversity that someone from the dry north is genetically as different from someone from the Yucatan as a European is from an East Asian.

The findings, published in the journal Science, are important for medical research and healthcare, the researchers said.
"In this study, we realized that for disease classification it also matters what type of Native American ancestry you have,” said Carlos Bustamante, a professor of genetics at Stanford University.

Sign up for top Health news delivered direct to your inbox. “In terms of genetics, it's the difference between a neighborhood and a precise street address." Before the Spanish conquerers arrived in the 16th century, Mexico was inhabited by Native Americans who had carved out their own, often isolated, kingdoms. These genetic differences show up even today, the team at Stanford, the University of California, San Francisco and the Mexican National Institute of Genomic Medicine found.
"Mexico harbors one of the largest amounts of pre-Columbian genetic diversity in the Americas," said Stanford’s Dr. Andres Moreno-Estrada. "For the first time, we've mapped this diversity to a very fine geographic scale, and shown that it has a notable physiological impact on an important clinical trait: lung function."
They compared their genetic map to tests of lung function as measured by the volume of air a person can expel in one second or FEV1. They found a 7 percent difference in baseline FEV1 as they moved from populations in the western state of Sonora to Yucatan in the east. "We were really fascinated by these results because we had expected that 500 years of population movements, immigration and mixing would have swamped the signal of pre-Columbian population structure," said Bustamante.

The differences hold even though most Mexicans are mestizos. “Today, the majority of Mexicans are admixed and can trace their ancestry back not only to indigenous groups but also to Europe and Africa,” the researchers wrote.

It will be important as medicine becomes increasingly tailored based on an individual’s genes. Their specific origin — not just a broad racial group — may provide crucial pointers. "We can't just clump everyone together and call them European Americans or Mexican Americans,” added Dr. Esteban Burchard of UCSF.
https://www.nbcnews.com/health/health-news/genetically-theres-no-such-thing-mexican-n129866

Mexicans have an important African heritage. Between 100,000 to 200,000 African slaves were brought into Mexico during the 16th through 18th centuries, nearly a quarter the number brought to the USA. In 1646 there were 35,000 African slaves in Mexico, more than 2.5 times the white (Spaniard) population These slaves represented about 12% of the total population, roughly equal to the percentage of slaves in the USA before 1860.

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Mexico’s second president, Vicente Guerrero, whose mother was partially Black, abolished slavery in 1829.

Thousands of Blacks escaped into Mexico from the US before the Emancipation Proclamation in the US...However, today there are very few black faces in Mexico. If one pays close attention, they can identify people of African heritage in a few selected communities in Veracruz and along the Costa Chica in Guerrero and Oaxaca.

What happened to all the Blacks in Mexico? They assimilated by having offspring with other racial groups.

In colonial times, the Catholic Church went to great lengths to categorize intermixed races for marital and baptism purposes. Before too long, nobody could keep all the combinations straight! Eventually, everyone of mixed race was considered a mestizo. The African portion was purposely or accidentally dropped.

Mexico began to gradually abolish slavery soon after it declared independence from Spain in 1821. The Mexican Congress fully outlawed slavery in 1837, well before the United States did so with the 13th Amendment in 1865. Texas won its independence from Mexico in 1836 and eventually joined the U.S. as a slave state.

Excerpt Source:

Source:https://geo-mexico.com/?tag=ethnicity

N A T I O N A L I M M I G R A T I O N L A W C E N T E R | W W W . N I L C . O R G LOS ANGELES (Headquarters) 3435 Wilshire Blvd., Suite 2850 Los Angeles, CA 90010 213 639-3900 213 639-3911 fax WASHINGTON, DC 1121 14th Street, NW, Suite 200 Washington, DC 20005 202 216-0261 202 216- 0266 fax A “Marked” License Is Not Proof of Immigration Status Revised JULY 13, 2015 any states recognize that expanding immigrants’ access to driver’s licenses is a matter of public safety, since it is in the public interest for drivers to be trained, tested, licensed, and insured. As a result, eight states, plus the District of Columbia and Puerto Rico, passed laws in 2013 authorizing issuance of licenses that do not require proof of lawful immigration status.1 The licenses available under the new laws, passed to comply with the federal REAL ID Act of 2005, are marked as not valid for federal official purposes or are otherwise distinguishable from regular licenses. These laws provide an avenue for eligible undocumented drivers to obtain a license,2 but the marked licenses are not proof that a driver is undocumented. Here’s why:

Citizens or lawfully present immigrants may be eligible for the marked licenses. States have chosen a variety of approaches in deciding who is eligible for a marked license. Some states (e.g., Vermont) explicitly allow U.S. citizens to obtain such licenses, and some (e.g., Colorado) require many lawfully present immigrants—such as people who are in the U.S. on business or professional visas, or who have been granted withholding of removal, or who were paroled into the U.S. for humanitarian reasons—to obtain them. Some people who were issued a marked license when they were ineligible for a regular license might have since acquired an eligible immigration status or proof of U.S. citizenship. The immigration status process is fluid. A person may have been issued a marked license when she was undocumented, or when her immigration status entitled her only to a marked license, or when she could not yet prove that, though born abroad, she had derived U.S. citizenship from, for example, being the child of a U.S. citizen. But when her immigration status changes and she is able to prove that she is eligible for a regular license, or she obtains proof of U.S. citizenship, she may still have a marked license. The U.S. Dept. of Homeland Security (DHS) has made clear that no conclusions about a person’s citizenship or immigration status can be drawn based on the type of license the person has. Having a non–REAL ID-compliant or a marked license does not indicate that the license-holder is not lawfully present. As DHS explains, there are a variety of reasons why a person may not have or obtain a REAL ID-compliant license: A “Not for Federal Identification” or a similar mark means that the issuing state offers its residents the option to obtain a driver’s license or identity card which is not compliant with 1 New Mexico, Utah, and Washington were already issuing Item 1
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driver’s licenses or driving privilege cards to immigrants regardless of their immigration status. Oregon’s law, enacted in 2013, was repealed by referendum in 2014. 2 The laws are permissible under the REAL ID Act, which sets standards, including proof of lawful presence, for driver’s licenses to be accepted for official federal purposes. For more information about REAL ID, see www.nilc.org/document.html?id=1040.

M N A T I O N A L I M M I G R A T I O N L A W C E N T E R | W W W . N I L C . O R G A “Marked” License Is Not Proof of Immigration Status PAGE 2 of 2 REAL ID and that the license holder has chosen to exercise that option. A variety of reasons may underlie that choice, including personal preference, religious conviction, or the inability or decision not to provide original documents needed to verify identity, citizenship, or lawful status in the United States. No inferences or assumptions should be drawn about the particular reason an individual possesses a card with this mark, including inferences or assumptions about the person’s citizenship or immigration status.3 Presentation of a “marked” license is acceptable as an identification document for employment purposes, as long as it is accompanied by current proof that the person is work-authorized. U.S. Citizenship and Immigration Services (USCIS) recognizes that a marked license is acceptable to prove a new hire’s identity when completing the I-9 employment eligibility verification process (the process for verifying whether a newly hired employee is authorized to work in the U.S.). . . . The notation "FEDERAL LIMITS APPLY," “NOT ACCEPTABLE FOR OFFICIAL FEDERAL PURPOSES” or a similar notation on the front or back of a state-issued driver’s license indicates it does not meet the standards for the issuance and production of a compliant card under the REAL ID Act . . . . A driver’s license with this type of notation is, however, an acceptable List B document if it contains a photograph or identifying information such as name, date of birth, sex, height, color of eyes, and address.

An employer must examine the document presented by its employee and determine whether it meets Form I-9 requirements. . . . 4 Of course, the employer must also require that the new employee present proof that he or she is work-authorized, but the employer may not assume that the worker is undocumented simply because he or she has a marked license, and may not refuse to accept a marked license as proof of identity. 5 The Office of Special Counsel for Immigration-Related Unfair Employment Practices (OSC) has warned employers that concluding that a person with a marked license is undocumented may constitute discrimination: To the extent a driver’s license or state identification card presented for 1-9 purposes satisfies the criteria to be considered a List B document, and is paired with an unexpired List C document, an employer is cautioned against concluding that an individual is not legally authorized to work in the United States based on a perception that a List B document is “statistically issued to predominantly undocumented individuals.” An employment-authorized individual whose List B document was rejected because an employer made this assumption may allege discrimination on the basis of national origin or citizenship status in violation of the antidiscrimination provision by filing a discrimination charge with OSC.6 THEREFORE, GOVERNMENT AND PRIVATE AGENCIES, entities, or individuals should not make any assumptions about the citizenship or immigration status of people whose driver’s licenses are “marked,” and should not discriminate against them on that basis. 3 REAL ID Frequently Asked Questions for the Public (DHS, Jan. 11, 2015), www.dhs.gov/real-id-public-faqs, emphasis added. 4 Frequently Asked Questions: I-9 Central: List B Documents – Identity (USCIS, Nov. 6, 2014), www.uscis.gov/faq-page/i9-central-list-b-documents-identity#t17079n48243. 5 Id. 6 Letter to Nataliya Binshteyn, Esq., from Office of Special Counsel for Immigration-Related Unfair Employment Practices, U.S. Dept. of Justice, Feb. 7,
2014, www.justice.gov/crt/about/osc/pdf/publications/TAletters/FY2014/179.pdf. https://www.nilc.org/wp-content/uploads/2015/11/marked-license-immigration-status-2015-07-13.pdf

ILLEGAL ALIEN FOREIGN IMMIGRANTS AND REFUGEES:

Posted on May 12, 2019, Immigration and Affirmative Action, Thomas Jackson, American Renaissance, January 1996
The Immigration Invasion, by Wayne Lutton & John Tanton, Social Contract Press, 1994, 190 pp.

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Affirmative Action for Immigrants, by James Robb, Social Contract Press, 1995, 120 pp.

Of all the threats to our national stability, immigration is in many respects the most obvious and ominous.

Anyone with the slightest understanding of history and human nature knows that the arrival of large numbers of aliens can dramatically change any society. When those aliens are culturally and racially different from a society’s original majority, change will be profound and probably irreversible. Non-white immigrants are transforming America. This is obvious in Texas, Florida, New York, and California, which receive the most immigrants, but newcomers are pushing their way steadily into every part of the country.

No healthy society permits this kind of transformation if it can help it. Every non-white nation, including ones like Mexico and China that send huge numbers of their own people to the United States, controls its border with a firm view to keeping aliens out. The urge to protect one’s tribal, racial, or national boundaries is almost as old and almost as strong as the urge to protect one’s family. Every non-white group does this instinctively, without reflection or apology.

White nations appear to have lost this primeval urge. All have officially rejected race as a necessary element of nationhood and some, like Canada and the United States, have even rejected language and culture. Any group, we are told, in virtually any number, can become American or Canadian. The United States, in particular, is said to be an “idea” in which Kurds and Xhosas can participate just as authentically as descendants of the Pilgrims.

This is perhaps the first time since the beginning of history that human groups have taken this view of their own identities. Tribes and nations have always understood instinctively that cohesion requires bloodkinship and shared history, and that membership is not open to all comers. No nation in which this instinct has died can survive against the depredations of nations in which it is still vigorous.

And yet instinct, almost by definition, is not supposed to die. People do not usually have to be persuaded to care for their children or to act in their own interests or to eat. People who do not do these things are so incomprehensible we hardly know how to help them.

Like people, nations or races rarely fail to act in their own interests. When they fail consistently, they are just as incomprehensible as a human being that has lost ordinary urges. This is the tragedy facing Americans who are trying to call attention to the growing demographic crisis. In this country, it does little good to appeal to instincts of national and racial survival because if those instincts were still operating normally, there would be no immigration problem in the first place. White Americans who do not want their children to live in what Peter Brimelow calls an alien nation therefore have the unnatural task of supplying rational justifications for behavior that should be instinctual. No American, certainly no white American, should have to explain why it is wrong for one sixth of the population of Haiti to be living in the United States. No one should have to point out why it is suicidal to grant American citizenship to the children of indigent Mexicans who cross the border to have babies. And yet, just as we must explain to a man who has lost his appetite that if he does not eat he will die, we must explain to whites who have lost their instincts for racial survival that if immigration is not stopped their nation will die.

The Social Contract Press
Every quarter since 1990, The Social Contract has been building the factual case against immigration. It describes the effects of immigration on schools, the environment, our culture, our language, and our prospects as a nation. It is not usually explicit about race, but it makes every other possible argument against current policies.

The Social Contract has spawned a small publishing company of the same name. It has reprinted the classic (and explicitly racial) anti-immigration novel, The Camp of the Saints, and has published several original titles. Of these, the most significant is The Immigration Invasion, by Wayne Lutton and John Tanton.

This handy, pocket-sized volume is really an anti-immigration handbook, packed with up-to-date information. Part One, called “The Problem,” has chapters on such things as immigrant crime, welfare costs of immigrants, and the impact of immigrants on labor markets and the environment. A chapter on race and culture describes the divisive effect of aliens.

Part Two offers a historical perspective, which starts with a history of immigration law and explains who has been supporting current policies. The book concludes with a firm statement about the moral basis for Item 1
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immigration reform, and includes a reading list and a directory of activist organizations.

Every chapter is both a good introduction for people who are not aware of the immigration problem and an up-to-date reminder for people who are. Each page seems to offer its bit of intellectual ammunition.

Almost a random selection turns up such nuggets as this:

Twenty-nine percent of immigrants from Vietnam are on welfare while 3.9 percent of those from Switzerland are.

The average cost of an uncompensated admission of an illegal alien to a publicly-supported hospital is $4,700.

Fifty-five percent of the Chinese over age 65 who have come to the United States since 1980 are on welfare (as opposed to nine percent of native-born Americans). Many are well off but give their assets to their children so as to qualify for handouts.

After the 1994 California earthquake, the Federal Emergency Management Agency’s no-questions-asked compensation policies were so generous that there was a surge of illegal immigration just to take advantage of it.

It costs the state of California $2 billion a year to educate illegal alien school children, who are seven percent of the school population.

Fifty-three percent of all the refugees who have settled in California since 1973 are on public support of some kind.

In New York City, entire professions have been colonized by aliens and are essentially closed to Americans.

Over three million illegals have taken advantage of the 1986 amnesty.

Welfare agencies welcome immigrants because they increase the need for welfare.

More than half of all faculty in American universities under the age of 36 are foreign-born.

In Denver, although whites are 80 percent of the population, 57 percent of criminal gang members are Hispanic and 36 percent are black.

Illegal immigrants, who cannot (yet) vote, are counted for Congressional and other districting purposes, so non-whites can often be elected to office with a much smaller number of votes than whites need.

The mafia has been pushed out of the heroin trade by Chinese, Israeli, Nigerian, and Mexican gangs.

Foreign gangs are virtually impossible to infiltrate because of language and cultural barriers.

Nearly one million Arabs now live in America, and are lobbying for racial preferences. Almost all arrived since 1965.

More than one quarter of the inmates of federal prisons are aliens.

The Immigration Invasion shapes a mountain of facts into a well-organized argument for strict limits on immigration. It is written in careful, non-provocative language, and is an excellent book with which to waken slumbering instincts. It is priced low enough to be bought in bulk, and deserves wide circulation.

The Cruelest Blow
Of more specialized interest is James Robb’s monograph, Affirmative Action for Immigrants, which is not an ordinary, type-set book but a bound, double-spaced research paper. Few of today’s racial lunacies are as infuriating as racial preferences for non-white immigrants. A weak, but not completely preposterous case can be made for compensating the descendants of former slaves, but there is no possible justification for discrimination in favor of immigrants. Affirmative action has expanded so smoothly from its original clientele to include virtually all non-whites, only because racial preferences are part of a larger view of American society that is increasingly anti-white.

Mr. Robb is surprised to discover that no one in government seems to know whether there is a legal basis either for including non-white immigrants in affirmative action programs or excluding them. Apparently the issue has never been litigated, most probably because no employer who operates preference programs has ever turned away a Nigerian or a Mexican simply because he was not a U.S. citizen. Many companies care more about filling government-mandated racial quotas than about hiring Americans.

In an investigation of the extent to which affirmative action accounts for the large number of foreign students and teachers at American universities, Mr. Robb has come across what is perhaps the one occasion on which a major institution actually gave the matter any thought. Stanford University had long had strong financial incentives to persuade academic departments to hire non-whites, but discovered in Item 1
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1993 that more than half of its non-white faculty were foreign-born. It finally occurred to someone that a native of Senegal might not be the most effective “role model” for a black from Chicago. Stanford therefore decided to restrict its racial preferences to American citizens. The new policy was greeted with derision and talk of lawsuits. Stanford promptly backed down and, according to a spokesman, “tried to avoid resolving these questions.” It is surprising that American-born non-whites have not made more trouble over policies that work to their disadvantage by widening the field of available quota-fillers. The Stanford fracas is only one of the absurdities that Mr. Robb chronicles. Unfortunately, he takes the saccharin position that racial preferences for aliens are wrong because they take jobs from deserving American nonwhites; he doesn’t seem to mind anti-white discrimination. Nevertheless, this is probably the only serious treatment available of what is nothing less than a national outrage. https://www.amren.com/news/2019/05/immigration-affirmative-action-john-tanton/ Select Diaspora Populations in the United States, July 2014 https://www.migrationpolicy.org/sites/default/files/publications/RAD-FullSet.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Bangladesh.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-ColombiaII.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-EgyptII.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-ElSalvador.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Ethiopia.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Ghana.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Haiti.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-IndiaII-FINAL.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-KenyaII.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Mexico.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Morocco.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Nigeria.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Pakistan.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-PhilippinesII.pdf https://www.migrationpolicy.org/sites/default/files/publications/RAD-Vietnam.pdf Mulatto Preservation Politics 10/8/2022
https://www.youtube.com/watch?v=0nM49TMhywM
The Issue
There's been a Covert Effort from very Evil People, who are trying to Erase Mulattoes from the American History.

STOP MULATTO ERASURE. We Mulatto Americans, have a Vibrant Demographic Population. Reinstate "Mulatto Identity" to the United States CENSUS.
*The UNITED STATES CONSTITUTION "ARTICLE 1, SECTION 2 " specifies that Americans are to be Counted in the CENSUS (to be Properly Represented).. its the CONSTITUTION. *AN ACT DECLARING WHAT PERSONS SHALL BE DEEMED MULATTOES 1779 CHAP. LXXVII. (Protected the Mulatto Identity).
*The 1924 RACIAL INTEGRITY ACT SEGREGATED The Mulatto Identity. *The 1930 US CENSUS OMITTED the Mulatto Identity.

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*The 1964 CIVIL RIGHTS ACT applies to Mulatto People too.

Mulatto Americans Haven't been Counted since 1930, therefore the Mulatto Demographic has Zero Representation. That's a Violation of Our Constitutional Rights. *MULATTO MOUNTAIN NC has been Renamed
*MULATTO RUN is Being Renamed.
*STOP THE SEGREGATION AND ERASURE OF MULATTO PEOPLE.

FLOWERS
OCTOBER 5, 2022
https://www.change.org/p/mulatto-preservation
White Racial Identity, Racial Mixture, and the “One Drop Rule” Leave a reply
White Racial Identity, Racial Mixture, and the “One Drop Rule” by A. D. Powell
Presented at Fifth Union, Kingsport, Tennessee
Friday, 18 June 2004
In the days of the Third Reich, the Nazis imposed the “Nuremberg Laws” on German citizens. Assimilated German Jews were told that they were not German. It didn’t matter that their language, culture and selfimage were all proudly German. They now belonged to a separate and “inferior race.” Nazi propaganda pictured all Jews as racially distinct from Germans, but the reality was that Jews were forced to wear symbols of identification – yellow Stars of David – so they would not be able to “pass” as German or “Aryan.” People with either one Jewish parent or grandparent found themselves reclassified as mischlings or “mixed race.” The biographies of German Jews and part-Jews frequently speak of “passing for Aryan” and the desirability of having Nordic as opposed to darker or more Semitic looks because the former facilitated the ability to “pass.” Are we having a feeling of deja vu yet?

A. D. Powell
While most Americans have been carefully taught that the Nazis were crazy, evil, racist, etc., for “seeing” separate “races” in Europe when they didn’t exist, we are never asked to see the similarity between the Nuremberg Laws that defined Jews and mischlings and our own legal and social traditions of racial classification – especially the myth that white people with a “taint” of Jewish – excuse me – Negro blood are not truly white but secret, “light-skinned” members of the “black race” who are only “passing for white.” Just as German Jews were declared unworthy of the honor of being German, American laws, films, novels, television programs, etc., encourage Americans to accept the idea that even small amounts of “black blood” destroy all right to a European-American heritage and identity. The great difference is that, while the Nazis were avowed racists, today’s American society is based on laws that enforce legal and social equality between the so-called “races.” Indeed, the idea that otherwise white persons can be secret, hidden members of the black race, is promoted by many of the very people who pride themselves on fighting racism in others.

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Documentary Genocide and “Lynching” Reputations
In its June 16, 1996 issue, the very liberal and prestigious The New Yorker magazine published an article by Harvard University Afro-American Studies professor Henry Louis Gates, Jr., in which he denounced the late, highly respected New York Timesbook critic and author, Anatole Broyard, as a “light-skinned black man” who had “passed for white.” Entitled, “White Like Me: The True Lies of Anatole Broyard,” Gates’ article charged Broyard, who was of Louisiana Creole parentage, with “lying” about his “race” because he did not identify with blacks. The attack by Gates and The New Yorker was aimed not just at one man but at all Americans in a similar situation. It was an attack that Adolf Hitler and Walter Plecker would have enthusiastically supported.

Broyard had brought the blood of the “inferior” Negro race into the “superior” white race and “polluted” the latter. But wait! Our mainstream American media don’t believe in superior and inferior races. In our society, the ideals of racial equality and opposition to racism are trumpeted from the rooftops. What’s going on here?

A recent major motion picture, The Human Stain (and the novel that preceded it), also solemnly warned the nation that strange, inferior creatures it called “light-skinned blacks” had implanted themselves into the white race. Like the German Jews who looked German, acted German, etc., but were NOT truly German, these strange creatures looked and acted white but were most unworthy of that honor. It sounds almost like one of those horror movies in which aliens take over human bodies in an attempt to walk among us do us harm. Miramax, the company that produced the film, sent special instructions to movie critics to make sure that all of them knew about so-called “passing for white” and would describe the otherwise white protagonist, called “Coleman Silk,” as a “light-skinned black man” who was guilty of the heinous crime of claiming the “honor” of being white when he was tainted by the blood of the inferior black race – excuse me, we don’t believe in that anymore. He tainted the white race with the blood of the blacks in whose equality Miramax and all the other mainstream movie critics claim to believe. Does this make sense? If a man tells you he’s Irish and you later find out that he’s also part-German, do you denounce him as a lying German who only “passed” for Irish? No, because Irish and Germans are considered biological and social equals. If our Irishman is part-German, you are not getting an inferior product. If our Irishman is partNegro, he is no longer Irish because the Negro blood means you are getting an “inferior” person and not the “superior” person you thought he was. This makes sense if you’re a racist who believes in white racial purity, but all these anti-passing accusations are made by people who claim to be against racism. Why is that?
The Human Stain was only the latest in a string of warnings about the white race being infiltrated by these alien, genetic freaks called “light-skinned blacks.” While those Americans who lived through the pre-Civil Rights era when racism (not anti-racism) was politically correct are aware of the so-called “antimiscegenation” laws that supposedly prevented Negro blood from entering the white race, most Americans probably learn this lesson from Hollywood. Constant television reruns of films such as the two versions of Imitation of Life, Pinky and various television programs present the horror movie scenario- the inferior, genetic freaks look like us but are not us.

American journalists who write about so-called “passing for white” solemnly inform the public that “one drop” of “black blood” makes you “black” in the United States of America. They admit that this idea is rooted in the presumed inferiority of the race in whose equality they claim to believe. However, unlike other racist practices from the pre-Civil Rights era, we are told that the “one drop rule” is something we should embrace rather than scorn. We are told that those who reject the racism of the “one drop rule” are worthy of our contempt. Why the contradiction? Why is the “one drop” myth the only racist rule that selfItem 1 December 16, 2025
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described anti-racists in the media and academia are fighting to preserve? Why did the only credible and powerful opposition to the proposed “multiracial option” for the U.S. Census, for example, come from NAACP, the National Council of La Raza and other so-called civil rights organizations? Why are certain questions and matter of fact never presented to the public when the topic of so-called “passing for white” comes up? Consider the following:
* Hispanics and Arabs within the U.S. population show obvious signs of the supposedly dreaded “black blood.” Puerto Rico, Cuba and the Dominican Republic are essentially mulatto nations. Nearly all Mexicans have some black ancestry from the African slaves who were brought to colonial Mexico and then assimilated into the Indian and mestizo populations. Why is there an “escape hatch” for Hispanics and Arabs when their Anglo and Creole counterparts are condemned as “light-skinned blacks”? Whites who are told by family members to consider themselves “black” are told that “society” or “whites” in general hate and despise the dreaded “black blood.” But what racist worth his salt says that the “inferior” Negro blood is more than welcome into the white race as long as it comes speaking Spanish or Arabic? * Since it is acknowledged that the “one drop rule” is racist, why are we told to preserve it instead of eliminating it? Why aren’t the people accused of “passing for white” hailed as heroes who defied racism instead of being subjected to character assassination and the kind of condemnation usually reserved for child molesters and serial killers?
* Why are black American elites and black-identified mulattoes usually the most fanatical and enthusiastic supporters of the “one drop rule”? Indeed, could this racist myth even continue to exist in polite society if blacks turned against it?
* Why is evidence against the “one drop rule” ignored? Why is the public never told that the antebellum Southern states legally permitted persons with one-fourth to one-eighth “Negro blood” into the white race, and could be even more lenient when the person or family was accepted by the local white community? Why are we not told that the “one drop rule” is not related to slavery but accompanied the rise of Jim Crow segregation and the eugenics movement? Why is the audience not told that no American is legally obligated to call himself “black” and the “one drop rule” depends almost totally on self-policing? Why are they lying to us?
While the Jews of Europe were punished with physical genocide for supposedly “polluting the “pure blood” of the “Aryan race,” Anglo and Creole Americans of partial black ancestry are subjected to documentary genocide and the lynching of reputations. People are declared “black” because some paper or ancestral document has the telltale words “black,” “Negro,” “Colored,” or “mulatto.” Or, like Anatole Broyard, their reputations are blackened after they are dead and can’t defend themselves.

The web sites Interracial Voice and The Multiracial Activist have spent several years challenging the idea of hypodescent. This is the doctrine that the offspring of mixed race unions should always identify with the ancestral group with the lowest social status and never with the higher status ancestry. In those years we have learned many things about “race” in the United States.

American Indian Ancestry and White Racial Identity
All white supremacists hold that white racial purity is essential for the survival of the white race. The support of so-called anti-racists for the “one drop rule” complements this idea perfectly. If a drop of black blood can truly make a white person black, who can blame whites who are opposed to interracial marriage? Bigotry becomes self-defense. Yet, even here there are contradictions. American Indian blood is considered harmless and compatible with white ancestry in a way that black blood is not. We started to ask why an American can say, “My grandmother is an Indian but I am white,” when he cannot say “My Item 1
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grandmother is black but I am white” without his right to a white identity being challenged.

All our lives we have seen people such as the late Johnny Cash, Burt Reynolds, Loretta Lynn, Cher, etc., proudly proclaim their American Indian ancestry without this acknowledgment being taken as a repudiation of their white ancestry or right to a white identity. One of Johnny Cash’s records, called Bitter Tears, is devoted to denouncing the wrongs done to American Indians by that favorite villain of politically correct American history, “The White Man.” But somehow Johnny’s whiteness was not compromised by this.

According to the letter of Virginia’s Racial Integrity Act of 1924, most part-Indian whites would not be white, yet few Americans realize this. Why can’t “black blood” be treated like American Indian blood? Why are Interracial Voiceand The Multiracial Activist the only ones asking that question? Have you noticed that, while Bell Curve-type studies purporting to show the genetic inferiority of blacks appear with some regularity, no one produces studies purporting to show that American Indians are racially inferior to whites? Could this be because the wide acknowledgment of American Indian ancestry in whites protects American Indians from this kind of racial attack? There is no political profit in it. In the two version of the American movie, The Squawman, the American Indian wife of a British aristocrat is clearly presented as racially inferior, but their son is not. The son is even considered a worthy heir to his father’s title and estates in England. Change the wife’s race to “black” and try to imagine that ending.

White Honor, Dishonor, and the Severing of Interracial Family Ties Sociologist Orlando Patterson, in his cross-cultural study of slavery, Slavery and Social Death, describes a slave as a person with no ancestors. Biologically, of course, everyone has ancestors. But the slave has no official family and no family rights and obligations within society. He is socially dead. In American history, describing a physically white person as nonwhite, especially Negro or black, was a perfect way for white elites to send a message to the white masses: Don’t get too close to or friendly with blacks or mulattoes.

Otherwise, you will lose your race, your honor, your whiteness, your very ancestry. You will become socially dead to other whites.

The producers of the 1934 version of Imitation of Life worried about how they were going to present the “passing for white” girl without evoking the specter of miscegenation. Clearly, some “pure white” had to mate with a Negro for the girl to exist. How could they avoid reminding the audience of that? It is no accident that, in Pinky, Imitation of Life, The Human Stain and other anti-passing melodramas, you almost never see any parents or ancestors who look like the accused passer. We are told that the absent father of the “passing” girl of Imitation of Life fame was a “real light-skinned colored man” since her docile black mammy would never be so bold and uppity as to mate with a real white man. The point is that we are meant to see the girl as a genetic freak. Whites did not produce her, we are told, and therefore have no family responsibility to her. We are also told that her spiritual descendant, Anatole Broyard, had no white ancestors since there were no “pure” whites among his immediate ancestors. The same could be said for most Latinos, but somehow their lack of white racial purity doesn’t count.

What is a family? What is an ethnic group? What are the obligations of a family? The “one drop rule” and the anti-passing drama tell us that the “passer” has sacred obligations to his socially inferior black-identified relatives which should prevent his upward mobility, but his “pure” white relatives have no obligation to him. Officially, he doesn’t have any white relatives or ancestors. The very term “light-skinned,” which has been used to describe anyone from brown-skinned people to Nordic blonds, is used as a euphemism to avoid saying “white.” We are taught that the “passer” is “light-skinned” but not “white.” Why? Because the word “white” implies a connection to and family relationships with white people – something antimiscegenation laws and racial classification statutes were designed to destroy.

As previously mentioned, black elites and black-identified mulattoes have internalized many of these racist Item 1
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beliefs that “whites” and “blacks” can never be part of the same family. Yet, the Southern mulatto elite, which traditionally considered themselves the “superior” members of the “inferior” race, have families that are very racially mixed. The “one drop rule” or myth allows them the emotional luxury of hating whites in general while prizing the physical characteristics that white ancestry bestows. Most of the anti-passing hysteria in the post Civil Rights era seems to come from this group. Their fanatical devotion to the “one drop rule” is also used as a moral shield by others who want to promote the “one drop” or hypodescent ideology that proclaimed blacks and mulattoes inferior in the first place.

Hating Whites and Loving White Genes: Black Support of the “One Drop Myth” and White Racial Purity In 1999 The Washington Post published an emotional article by one of its so-called “black” reporters, Lonnae O’Neal Parker, in which the author described her trauma when she discovered that her first cousin, Kim, was white-identified. This shouldn’t have been too surprising since Kim was born to and reared by a “pure” white mother, looks totally white, and has a “light-skinned” mulatto father who was not keen to identify with blacks.

O’Neal Parker’s article became a nationwide sensation. The Seattle Times and other papers reprinted it and ABC Television’sNightline devoted an entire episode to it. O’Neal parker’s highly irrational thesis was that Cousin Kim and all others in a similar situation have an obligation to repudiate their white ancestry and identify with blacks in order to make up for any wrongs done to blacks and black-identified mulattoes by whites in both the present and the distant past. In other words, the “one drop rule” is not presented to the public as a sign of black moral superiority instead of black biological inferiority. Cousin Kim supposedly chose the evil, racist whites over the innocent, pure-hearted blacks. This is also the way the “one drop” myth was justified inThe Human Stain and the attacks on Anatole Broyard. O’Neal Parker, who is herself mulatto elite – not physically black but not as white as Kim – has no problem incorporating white genes into her family, but she does not want whites in it since whites are defined as the enemy. Only in Interracial Voice and The Multiracial Activist could one find some suggestion that O’Neal Parker’s racial views were – shall we say – not a picture of good mental health.

We find it very interesting that O’Neal Parker insists that Cousin Kim must refuse to be white because “whites” are the enemies of blacks. It was the white-owned Washington Post and other white media that promoted O-Neal Parker’s venom and let it go unchallenged. They were the ones who gave her a forum.

In The New York Times, black columnist Brent Staples performs a similar task ; his columns are used mainly to promote the “one drop rule” and denounce “passing for white.” The “one drop” myth is promoted either through blacks or justified as a glorification of blacks.

Racial Kidnaping and Ethnic Rape
What do we mean by a glorification of blacks? At Interracial Voice we started using the terms racial kidnaping and ethnic rape to refer to the practice of claiming as “black” people who were not physically black and did not identify with blacks. Kidnaping and rape are appropriate analogies here because the victims are taken by force – clearly against their will. Anatole Broyard was such a victim. Here are some other major examples:

Michael Morris Healy, an Irish immigrant, arrived in the U.S. around 1815 and established a plantation near Macon, Georgia. He took a mulatto slave, Eliza Clark, as his common-law wife and the two produced 10 children. All of the surviving children were sent North to be educated and protected from slavery since Georgia made legal manumission almost impossible. They were baptized as Catholics and lived the rest of their lives as proud Irish Americans. James Augustine Healy became Bishop of Portland, Maine. Patrick Francis Healy became President of Georgetown University from 1873 to 1881. Michael Morris Healy, Jr. joined the U.S. Revenue Cutter Service (the forerunner of the U.S. Coast Guard) and became a celebrated Item 1
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sea captain, the sole representative of the U.S. Government in Alaska. Now, many decades after their deaths, these proud (and “white”) Irish Americans are being widely promoted as “blacks.” First “blacks” this and first “blacks” that, even though no one identified with blacks could have accomplished what they did.

The U.S. Government named an ice cutter after Captain Healy, but only to honor blacks, not him. Indeed, for Captain Healy it is an insult rather than an “honor.” What is the point of this racial or ethnic kidnaping? Does it prove what blacks could accomplish? No! The Healys were biologically more white than black and, socially, they were white. What can the public conclude except that something is strangely unique, mystical and inferior about black genes? (See http://www.interracialvoice.com/powell8.html)
On November 30, 1944 Calvin Clark Davis of Bear Lake, Michigan died a hero’s death in World War II as part of the U.S. Army Air Force. He was posthumously honored with several medals. However, the “honor” was tainted by the fact that Davis was described as a “black man” who “pretended to be white.” Indeed, Davis’ racial identity has received far more publicity than his military heroics. I wrote an article about Davis for Interracial Voice called “Pissing on the Grave of Heroes.” Davis, we are told:
* passed for white
* lied about who he was
* concealed his race
* faked being white
Remember what I said about having no ancestors? Far from being honored for his military service, Davis is being publicly shamed and dishonored.

Another World War II hero “outed” for alleged “passing for white” was Pvt. Robert Brooks of Sadieville, Kentucky. He died heroically in the Philippines on December 8, 1941. His story appears in Studs Terkel’s book on World War II, The Good War.

Here are other prominent examples of racial kidnaping or ethnic rape:
* Jean Toomer, whose name is taught to schoolchildren and college students as the “black” author of a book of poetry and short stories called Cane, was in fact a multiracial Caucasian who rejected a false “black” identity and wrote extensively on why the U.S. racial classification system should be eliminated in favor of a common “American” identity.
* Alexander Dumas, the French author of the famed novel The Three Musketeers, is presented to American schoolchildren as “black” when he was really three-quarters white and in no way socially “black.” * Alexander Pushkin, the greatest of Russian poets and father of Russian literature, is frequently presented to schoolchildren as another famous “black” because of one African great-grandfather.

Why are all of these people described as “black” in American schools even though there are no physical or cultural standards to justify that description? Are they claimed as “black” because of a tacit fear that “black” genes cannot stand on their own? Is this a “liberal” version of the old racist canard that miscegenation “improves” the “Negro” race while “degrading” the white race? The Lies that Sustain the Myth of “Passing for White”
When the “one drop myth” is reported in the mainstream media, no mention whatsoever is made of the evidence against it. Such evidence, if presented, never sees the light of day and is limited to a few people Item 1
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who take pains to study the subject. The American people are not allowed to consider the following:
* If the “one drop rule” is real and enforced by whites, why is a glaring exception made for Hispanics and Arab-Americans? It does not take a genius to see both the physical and historical evidence that Hispanics and Arabs are nearly all “tainted” with the blood of what used to be America’s official “inferior race.” * Why aren’t Americans told that antebellum definitions of “white” tended to be more liberal than 20th century definitions; people with one-fourth to one-eighth Negro blood were legally allowed into the white race. For example, Edison Hemings Jefferson, the former slave son of Thomas Jefferson and Sally Hemings (and whose white descendants are the only Hemings descendants to pass a DNA test showing descent from the Jefferson line), was legally white once he was manumitted because the has at least seven-eights white. We should not be surprised that in both abolitionist and Republican Party literature, “white slaves” were frequently used to arouse the Northern white population against slavery. Why are these facts kept from the American people?
* What are the real world standards for saying that someone is “black” and not “white”? Edison Hemings Jefferson is always described in the media as “light-skinned black” who only “passed for white,” but his descendants are acknowledged as white without qualification. Where is the cutoff point? The only one I can see is that dead whites with a touch of the dreaded “tarbush” are “black” and those still living are ‘white.”
In the magazine American Heritage, a white woman named Jillian Sim announced that she had discovered that her great-grandmother was Anita Hemmings, a white mulatto or mixed white who graduated from Vassar College in the late 19th century was almost expelled for being “colored” when a wealthy and envious classmate decided to have her background investigated. Now Vassar proudly claims that Anita, who lived as white for the rest of her life, was their first “black” graduate. Jillian Sim accepts the myth that Anita was a “black” who “passed for white” and she condemns both her paternal grandmother and greatgrandparents as “blacks” who “passed for white.” Sim, her father, and her son, however, are still white. The dead are “black” and the living are “white.”
After Broadway star Carol Channing’s recent disclosure that her father was partially black but lived all his life as a white man, you’ll notice that Channing is not described as “black” in the media but her father is described that way without qualification. Moreover, if you look at the Amazon.com comments on Channing’s autobiography, Just Lucky, I Guess, you’ll note that commentators who are black-identified insist on calling her “black” as well.

People as diverse as the actress Mae West, former U.S. President Dwight David Eisenhower and former Georgia Congressman Bob Barr, etc. have been labeled “black” (usually by blacks and black-identified mulattoes) on the basis of the one-drop myth. There appear to be no standards except opportunism – the ethnic rape charge again.

It is common, we at Interracial Voice have discovered, for black-identified supporters of the “one drop” myth to announce that people don’t “look white” when they’ve been white all or nearly all of their lives.

They will shamelessly insist that Carol Channing doesn’t look white and Mae West didn’t look white. They could see the dreaded colored blood all along! Mixed whites who used to travel all over the Jim Crow South as white, are told by fanatical black-identified folks that they are obviously black. These rants are so similar, we swear there must be a school somewhere that teaches black-identified folks nothing but defense of the “one drop” myth.
“Passing for White” is an Honored American Tradition – for Nearly Everyone Else. “Passing” is an honored American custom – for nearly everyone except tarbrushed whites non-Hispanic, non-Arab whites and Item 1
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mulattoes who have the misfortune to be too American or Louisiana Creole. It is not so much your touch of the dreaded black blood that matters, but whether or not your ancestral documents (census records, birth, marriage and death certificates, etc.) bear the telltale words “mulatto” or “free person of color” or “Negro” on them.

The Latino Escape Hatch. Throughout most of the 20th century, Latino elites in the United States (and the government of Mexico itself) argued that all Hispanics should be classified as “white” on all official records – regardless of appearance or ancestry. So a blond person with the “tarbrush” could be labeled “Negro” in Texas while a dark-skinned Mexican with no white blood or European ancestry would be officially labeled “white” – even if he was treated more like a Negro than a white person. Now that is big time passing! South Asians. Before the Civil Rights era and the rise of affirmative action, South Asians from India, Pakistan, etc. insisted that they were “white.” They were first labeled “nonwhite” and then received the ultimate honor of being called “white.” According to this myth, dark-skinned people from India were darkskinned “Caucasians” while “tarbrushed” Americans of totally European phenotype were unworthy to call themselves “Caucasian.” Now South Asians are called “Asians” and are eligible for “minority” benefits and the numerous advantages “white guilt” can bestow. Big time passing! Mississippi Chinese. The Chinese of Mississippi started out as “colored” and many of the men married “Negro” women. The leaders of the Chinese community begged the local white elites for the right to be classified as “white” instead of “colored.” The price the white elites imposed was rejection of all Chinese kin who were part-Negro or intermarried with Negroes. Big time passing and a rejection of family that you will never see condemned on television a la Imitation of Life.

Jew and “Passing for White.” The Jewish immigrant moguls who founded Hollywood prided themselves on rejecting their Jewish heritage and forced Jewish actors and actresses to change their names. That is why Jews named Issur Danielovich, Bernie Schwartz and Betty Persky became Kirk Douglas, Tony Curtis and Lauren Bacall, respectively. You can buy books telling you about hundreds of famous Americans who are secretly Jewish. By “secretly” I don’t mean that they would deny it if you asked them. I mean that they don’t announce it and carefully present a non-Jewish image to the public. This is called passing when the tarbrushed whites do it. It is big time passing!
Working Class “Passing.” Hiding a working class background when one rises in class is considered morally acceptable. In an anthology of autobiographical essays from academics from the working class, This Fine Place So Far From Home: Voices of Academics from the Working Class (Temple University Press, 1995), editors C.L. Barney Dews and Carolyn Leste Law present a stream of stories in which academics from poor and working class backgrounds quickly learn to “pass” as upper middle class in origin and hide their less desirable relatives and backgrounds. In the 1930’s movie, Stella Dallas, the working class mother drives her daughter away so the girl can be reared by her upper class father and have a better life. The film ends with the mother secretly looking at her daughter’s high society wedding while standing outside in the rain.

Imagine Imitation of Life ending like that! Big time passing! Southern Whites in the North and “Passing for Yankee.” One can also say that Southern whites who move North quickly learn to drop the accent and “pass” for Yankee. I once asked Rick Bragg, the former New York Times reporter and author, who is from Alabama, how he managed at The Times when he is so obviously Southern. He admitted that he is an exception. Many others will not deny that they were born south of the Mason-Dixon line, but hope to God that no one brings it up. Think of it! How many white Southerners do you know who are not poor and living in a community with other Southerners who retain their accents or advertise their Southern origins? Big time passing! Finally, how can there be true equality in this country while the “one drop” myth is presented to the Item 1
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American people as a perverted ideal we must honor – for no reason that makes any sense? I began this presentation with a reference to racial definition laws of Nazi Germany. There is no sense in pointing out the illogic and racism of the Nuremberg Laws while simultaneously upholding the “one drop” myth and its assumptions of white racial purity.

We at Interracial Voice and The Multiracial Activist have spent years arguing with people (the vast majority of them black-identified) who claim to be devoted opponents of racism but fight like hell to retain the myth that all true whites are “pure” and “one drop” of “black blood” makes you “black.” But what we call “race” is a spectrum of human colors and phenotypes that blend into each other. There are no hard and fast boundaries that divide one so-called “race” from another. Whenever we fail to challenge the “one drop” myth and argue in favor of human freedom to choose one’s one own identity, we effectively deny that sacred reality.
https://adpowellblog.com/2014/06/15/white-racial-identity-racial-mixture-and-the-one-drop-rule/

From the beginning, French and Spanish colonial conceptions of racial categories were much looser than those in the English colonies. The first slave ship arrived in Louisiana in 1719. The French, who controlled the colony from 1682-1763, had a Code Noir that governed relations between Africans and Europeans and regulated emancipation. The distinction between free and unfree people of color was written into this law, with the free people of color legally equivalent to whites. Slaves, meanwhile, could gain freedom in numerous ways—for instance, by defending the colony or teaching a master’s children. These mixed-race Creole of New Orleans were “famous for their wealth, culture, and education until after 1830” when the American concept of race began to reign. Under the French and Spanish, people with combined African and European ancestry enjoyed many of the privileges white people did. These mixed-race Creole of New Orleans were “famous for their wealth, culture, and education until after 1830” when the American concept of race began to reign. Many worked in professions including “carpentry, cigar making, masonry, shipping, embalming, hairdressing, nursing, and midwifery.” By 1840, 58% of the New Orleans population was white. The effort to contain, segregate, and disempower free people of color stemmed from numerous impulses. There was competition for jobs; the fear of slave insurrections modeled by Haiti; different language, mores, religion; the white immigrants’ unfamiliarity with non-enslaved people of color inhabiting a middle and even upper class; immigrant’s insecurity about being “white” (many were Irish, a group of northern Europeans initially left out of the white category). Americanization meant a strictly polarized division of black and white. By 1850, the free population of color, beset by the hostility of white supremacy, was economically diminished and residentially segregated. The Americanization of Louisiana, and in particular New Orleans, was completed before the state became the sixth to secede from the Union in 1861 in the struggle over the perpetuation of slavery.

https://daily.jstor.org/the-free-people-of-color-of-pre-civil-war-new-orleans/

MULATTO/MIXED/MESTIZO AMERICANS OF THE UNITED STATES
Who is considered a Mulatto/Mixed/Mestizo and why do the governments of the United States of America categorize its people racially and ethnically?
http://sociologyindex.com/mulatto.htm
https://www.genealogy.com/articles/research/glossary-m.html https://www.liquisearch.com/mulatto_american
https://keywords.nyupress.org/author/cmarez/
http://www.martygrant.com/genealogy/reference/census-race-codes.htm https://www.census.gov/acs/www/about/why-we-ask-each-question/race/ https://usafacts.org/articles/how-the-census-collected-race-and-ethnicity-data-from-1790-to-2020/

In 1779 and thereafter, the term “Mulatto” was used to classify individuals of mixed African and European Item 1
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ancestry. This classification emerged from attempts to create racial taxonomies, which were based on the belief that race could be scientifically categorized. Here are a few reasons why Mulattoes were specified as a separate group:

Social Hierarchies: During this period, racial classifications were used to maintain social hierarchies and control. By distinguishing Mulattoes from both Black and White people, society could enforce different social and legal statuses.

Census Data: The U.S. Census began to include the category “Mulatto” in 1850 to gather more detailed demographic data. This was part of a broader effort to document and manage the population based on racial distinctions.

Perceived Differences: There was a belief that people of mixed race had different physical and intellectual characteristics compared to those of “pure” races. This pseudoscientific view contributed to the separate classification.

Legal Implications: Racial classifications had significant legal implications, affecting everything from property rights to marriage laws. By specifying Mulattoes as a distinct group, laws could be more precisely applied.
https://adpowellblog.com/2014/06/15/white-racial-identity-racial-mixture-and-the-one-drop-rule/ https://repository.uclawsf.edu/cgi/viewcontent.cgi?article=1061&context=hastings_constitutional_law_qu aterly
https://www.census.gov/acs/www/about/why-we-ask-each-question/race/ https://dccensus2020.dc.gov/release/history-census
Why do the white American people in the United States dishonor their Mulatto/Mixed/Mestizo American people that kept that nation from being given to Mexico? Who are Mulatto/Mixed/Mestizo citizens in the United States of America who are an uniquely separate genetic race/ethnic group and what symbolizes them?

https://i.pinimg.com/originals/21/45/e3/2145e362962d5ea4a81a8f636a9e9b97.jpg https://i.pinimg.com/736x/0a/eb/41/0aeb41415fdd3b265a64f7a4c572d873.jpg https://i.pinimg.com/originals/32/ff/78/32ff78b995304213fd628ced3fba2035.jpg https://cdn.acidcow.com/pics/20190201/atypical_beauty_04.jpg https://www.nejm.org/na101/home/literatum/publisher/mms/journals/content/bmsj/1843/bmsj_1843.2

9.issue-2/nejm184308160290201/production/nejm184308160290201.fp.png_v03

Trevor Noah speaks on South Africa's RACE
https://www.youtube.com/shorts/rtuYAwYgqkg

Trevor Noah speaks on South Africa's RACE
https://www.youtube.com/shorts/rtuYAwYgqkg
Lisa Calderon One drop rule
https://www.youtube.com/watch?v=2PQw211MJuA
White Racial Identity, Racial Mixture, and the "One Drop Rule" https://adpowellblog.com/2014/06/15/white-racial-identity-racial-mixture-and-the-one-drop-rule/ Our Race Reality: Shaina Humphries' Story, Posted June 19, 2020 6:57pm EDT https://www.fox29.com/video/698415
https://everipedia.org/wiki/lang_en/shaina-humphries
https://www.rightrasta.com/wp-content/uploads/2022/04/Shaina-Humphries-2.jpg https://www.historicpathways.com/download/centickinterpret.pdf https://nativephilanthropy.candid.org/events/south-carolina-slave-codes/ Item 1
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https://onlinelibrary.wiley.com/doi/10.1111/ssqu.13167
https://msa.maryland.gov/megafile/msa/speccol/sc5300/sc5339/000146/000000/000001/restricted/m ulatto_slave_report.html
http://www.therandomgenealogist.com/random-searches-and-interesting-facts/what-slave-owners-innew-jersey http://www.virginiaplaces.org/population/onedrop.html
https://thesocietypages.org/socimages/2015/10/02/the-census-and-the-social-construction-of-race/ https://thesocietypages.org/sexuality/2009/10/18/race-sexuality-and-the-one-drop-rule-more-thoughtsabout-interracial-couples-and-marriage/ https://www.pbs.org/wgbh/pages/frontline/shows/jefferson/mixed/ https://newsreel.org/guides/race/whiteadv.htm
https://www.racepowerofanillusion.org/themes#science-and-pseudoscience https://www.businessinsider.com/millennial-millionaires-baby-boomer-inheritance-wealth-transfer-2019- 10 People of the United States of America and how they look by biological genetic DNA code

White American people of various European countries

https://ichef.bbci.co.uk/news/976/cpsprodpb/2415/production/_96873290_white-americans.jpg https://assets.teenvogue.com/photos/59f107632713a8783ea56680/16:9/w_1280,c_limit/whitepeoplefb.jpg https://i.dailymail.co.uk/i/pix/2011/07/27/article-2019180-0C641742000005DC603_1024x615_large.jpg https://www.kxan.com/wp-content/uploads/sites/40/2015/11/25-pic-racial-profilecollage1_41489195_ver1.0.jpg https://static01.nyt.com/images/2011/11/27/sunday-review/27OBSERVER/27OBSERVERjumbo.jpg?quality=75&auto=webp&disable=upscale https://cdn.theatlantic.com/assets/media/img/2016/08/01/BOB_MacGillis_WhiteTrash_Web_PrimaryArt /1920.jpg?1470042556
https://upload.wikimedia.org/wikipedia/commons/a/ab/PACOM_change-ofcommand_ceremony%2C_091019-N-0696M-310.jpg https://i.pinimg.com/originals/e0/79/e1/e079e1df45b3dc913ee47844c1b256cb.jpg https://d2gg9evh47fn9z.cloudfront.net/800px_COLOURBOX9897391.jpg https://1.bp.blogspot.com/_icPwbNV9o_c/SdzslqdmCI/AAAAAAAAACE/IsEMDTtXjII/s1600/1338830694_909def0cd4.jpg https://i.pinimg.com/736x/ef/94/fb/ef94fba1e32f7c1de3d5c964b4211250.jpg

Native American Indians who are indigenous to the United States of America

https://i.etsystatic.com/25815771/r/il/5997e8/4438753930/il_fullxfull.4438753930_bx37.jpg https://i.pinimg.com/originals/8e/d7/52/8ed752074617dd4fdb38d4a675512c87.jpg https://www.hotcakencyclopedia.com/People/image.ArapahoMen.jpg https://catholicphilly.com/media-files/2017/05/Jesuits-Lakota-land-1300x867.jpg https://www.offthegridnews.com/wp-content/uploads/2015/11/native-americans-1.jpg https://wisconsinfirstnations.org/wp-content/uploads/2017/10/Native-People-of-Wisconsin.jpg https://www.kansas.com/latestnews/qt2xqg/picture864361/alternates/LANDSCAPE_1140/022011native https://www.bridgew.edu/sites/bridgew/files/styles/max_470x470/public/media/article_featured_image/ chief-joseph-and-family.jpg
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Mulatto/Mixed/Mestizo American people who are genetic combinations that are linked to various white European, American Indian, and black African countries

https://i.pinimg.com/736x/66/18/95/6618957978d224887d92d35fd5cce5a9.jpg https://i.pinimg.com/originals/1f/9c/fe/1f9cfea01c95b48661e5013e2b9080e0.jpg https://i.pinimg.com/originals/83/bc/dc/83bcdc9fb55c94294d4a0444ee84ff63.jpg https://i.pinimg.com/originals/07/23/30/072330b9b2da4acfa2cfedec1d507eef.png https://i.pinimg.com/736x/16/8d/8b/168d8bd630199f4590216c206f096efc--beautiful-eyes-beautifulpeople.jpg https://i.ytimg.com/vi/rgF3uWqlXVs/maxresdefault.jpg
https://i.pinimg.com/736x/8a/66/bc/8a66bc4b56d9db868a875e8dd80afea4--history-facts-historyphotos.jpg https://i.pinimg.com/736x/2b/06/dc/2b06dc40cd4bb2e700bf5bce54495c1f.jpg https://i.pinimg.com/originals/f8/57/ba/f857bacddef8de0d382aca3117684fe4.jpg https://i.pinimg.com/originals/50/aa/c2/50aac21c82a97db3be68ec28d6e71faa.jpg https://media.wbur.org/wp/2015/11/evoke.jpg
https://i.pinimg.com/originals/76/26/f9/7626f96235af02dcfd3ceb2cd8aeedaf.png https://i.pinimg.com/736x/a2/36/59/a236597c17cc827d693fe21fc818fff4.jpg https://i.pinimg.com/originals/4d/53/b0/4d53b00fecc48e4f4926b47b9f9a7113.jpg

Black/Negro/African American people who are 100% linked to black people on the continent of Africa

https://www.slate.com/content/dam/slate/blogs/behold/2014/12/Gordon%20Parks/1.jpg.CROP.original -original.jpg
https://www.gpb.org/sites/default/files/2020-10/ap440503028.jpg https://www.pbs.org/wgbh/frontline/wp-content/uploads/2015/11/2014714232618_728.jpg https://img-s-msncom.akamaized.net/tenant/amp/entityid/AA1yhSkZ.img?w=768&h=512&m=6&x=131&y=123&s=639&d =121
https://static01.nyt.com/images/2016/05/28/science/28ZIMMER/28ZIMMERvideoSixteenByNineJumbo1600.jpg https://encyclopediavirginia.org/wp-content/uploads/2020/11/4555hpr_1caef4c536334ae1200x1182.jpg https://i.pinimg.com/736x/41/98/49/4198494a678fe7a07324ade331222357.jpg https://www.pbs.org/wnet/african-americans-many-rivers-to-cross/files/2013/07/Preview-Into-theFire.jpg https://assets.editorial.aetnd.com/uploads/2020/08/black-americans-world-war-ii-gettyimages50481386.jpg https://www.archives.gov/files/research/african-americans/ww2-pictures/images/african-americanswwii-098.jpg

Mexican Nationals who are natives of Mexico

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Investigations Texas troopers ticketing Hispanic drivers as white Posted: Nov 6, 2015 / 08:12 PM CST Updated: Mar 16, 2022 / 03:56 PM CDT

Contributors: Ben Friberg, David Barer, Rachel Garza, Josh Hinkle, Robert Sims, Calily Bien, Patrick Tolbert and Chad Cross
https://www.kxan.com/investigations/texas-troopers-ticketing-hispanic-drivers-as-white/ Indian-American Nikki Haley listed herself as 'white', Democrats slam her PTI | Jul 29, 2011, 08.16 PM IST
WASHINGTON: Democrats have accused South Carolina's Indian-American governor Nikki Haley of listing her race as "white" in her voter registration form in 2001 and playing on it for political convenience.

Haley created history this year as she was sworn in as first women governor of South Carolina. She is also the first governor of Sikh heritage.
39-year-old Haley is also the first Indian-American woman governor and after Bobby Jindal from Louisiana is only the second from the community to occupy this post.

The local Post and Courier reported that the state Democratic Party, which first obtained the public record in this regard, is challenging whether her inconsistency on the card might have made her ineligible to voter under the state's new Voter ID law.

State Democratic party chairman Dick Harpootlian said whether Haley listed her race as white or not doesn't really matter to him, but the issue is that the governor has shown a pattern of such actions. "Haley has been appearing on television interviews where she calls herself a minority -- when it suits her," Harpootlian was quoted as saying.

"When she registers to vote she says she is white. She has developed a pattern of saying whatever is beneficial to her at the moment," he said. "She can't even tell the truth about her racial heritage."

There was no immediate response from Haley's office. The state election commission gives people the choice of declaring their race as white, black/African-American, Asian, Hispanic, native American or other, the agency's spokesman Chris Whitmire said.
https://timesofindia.indiatimes.com/world/us/Indian-American-Nikki-Haley-listed-herself-as-whiteDemocrats-slam-her/articleshow/9411143.cms https://static.dw.com/image/45817675_303.jpg
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Dr.jpg
https://images.indianexpress.com/2013/12/nikki-haley_us.jpg?resize=450 "So, We're Both Indian," "Yes!" - Kamala Harris and Mindy Kaling's 2019 Indian Cooking Show https://www.youtube.com/shorts/LoietO34dgU

Why would a nation encourage and allow unrestricted immigration, illegal aliens, unauthorized immigrants, undocumented immigrants, and foreign national refugees to enter their homeland when they already have enough people and do not give all of their own citizens money and resources as proven by their laws?

https://usafacts.org/articles/why-do-people-immigrate-us/

What are the laws pertaining to human rights and civil rights in the United States of America regarding allocation of monetary funds for a good life and what happened after 1830 to Mulatto/Mixed/Mestizo American people? WHAT DO HUMAN RIGHTS AND CIVIL RIGHTS GUARANTEE IN THE UNITED STATES OF AMERICA AND WORLDWIDE?

Intro.3.4 Civil War Amendments (Thirteenth, Fourteenth, and Fifteenth Amendments) Amendment XIV., Section 1
All persons born or naturalized in the United States, and subject to the jurisdiction thereof, are citizens of the United States and of the State wherein they reside. No State shall make or enforce any law which shall abridge the privileges or immunities of citizens of the United States; nor shall any State deprive any person of life, liberty, or property, without due process of law; nor deny to any person within its jurisdiction the equal protection of the laws.
https://constitution.congress.gov/browse/essay/intro-3- 4/ALDE_00000388/['Equal',%20'protection',%20'clause']
Eartha Kitt talks about being blacklisted by LBJ
https://www.youtube.com/watch?v=x6uYqmx31kE
https://constitution.congress.gov/browse/essay/intro-3- 4/ALDE_00000388/['Equal',%20'protection',%20'clause']
https://crsreports.congress.gov/product/pdf/IF/IF11705
https://www.ungeneva.org/en/topics/human-rights
https://www.ohchr.org/en/what-are-human-rights
https://www.ohchr.org/en/prevention-and-early-warning/preventing-human-rights-violations https://obamawhitehouse.archives.gov/the-press-office/2010/09/23/fact-sheet-advancing-democracyand-human-rights https://obamawhitehouse.archives.gov/blog/2014/03/06/department-justice-advocating-civil-rights-andaccess-aapis https://www.whitehouse.gov/briefing-room/presidential-actions/2021/01/20/executive-orderadvancing-racial-equity-and-support-for-underserved-communities-through-the-federal-government/ https://bidenwhitehouse.archives.gov/briefing-room/presidential-actions/2021/01/20/executive-orderadvancing-racial-equity-and-support-for-underserved-communities-through-the-federal-government/ https://www.whitehouse.gov/briefing-room/statements-releases/2021/12/23/summit-for-democracysummary-of-proceedings/ https://bidenwhitehouse.archives.gov/briefing-room/statements-releases/2021/12/23/summit-fordemocracy-summary-of-proceedings/ https://geneva.usmission.gov/2021/02/24/secretary-hrc/
https://bidenwhitehouse.archives.gov/equity/
https://thehill.com/homenews/administration/584661-biden-to-host-global-democracy-summit-withfocus-on-human-rights/ https://geneva.usmission.gov/2021/02/24/secretary-hrc/
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"It is an honor to join you as the United States reengages with the Human Rights Council and other important international organizations. I’m here to reaffirm America’s commitment to respect and defend the human rights of all people, everywhere. As the Universal Declaration of Human Rights proclaims: all human rights are universal, indivisible, interdependent, and interrelated."

The idea that all human beings – regardless of race, sex, nationality, ethnicity, language, religion, or any other status – are entitled to human rights is built into the foundation of the United Nations. These fundamental rights include freedom from slavery and torture, freedom of opinion and expression, right to life and liberty, work and education, and many more.

To ensure that these rights are available to everyone across all cultures, the United Nations works to mainstream human rights within the UN system and collaborates closely with governments in the field to identify, highlight, and develop responses to human rights challenges.

https://www.dhs.gov/crcls-core-values
United States Department of Justice Mission, Values, Organization Mission: The mission of the Department of Justice (DOJ) is to uphold the rule of law, to keep our country safe, and to protect civil rights.

Values: Independence and Impartiality. The Justice Department works each day to earn the public’s trust by following the facts and the law wherever they may lead, without prejudice or improper influence.

Honesty and Integrity. The Justice Department’s employees adhere to the highest standards of ethical behavior, mindful that, as public servants, we must work to earn the trust of, and inspire confidence in, the public we serve.

Respect. The Justice Department’s employees value differences in people and in ideas and treat everyone with fairness, dignity, and compassion.

Excellence. The Justice Department works every day to provide the highest levels of service to the American people and to be a responsible steward of the taxpayers’ dollars.

Organization: Under the leadership of the Attorney General of the United States, the Justice Department is composed of more than 40 separate component organizations and more than 115,000 employees.

Headquartered at the Robert F. Kennedy Building in Washington, D.C., the Department maintains field offices in all states and territories across the United States and in more than 50 countries around the world.
https://www.justice.gov/about
https://www.justice.gov/doj/mission-values-and-organization

The Office for Civil Rights and Civil Liberties (CRCL) supports the Department's mission to secure the nation while preserving individual liberty, fairness, and equality under the law. CRCL builds in civil rights and civil liberties practices into all of the Department’s activities by:

Promoting respect for civil rights and civil liberties in policy development and implementation by advising Department leadership and personnel, and state and local partners.

Communicating with individuals and communities whose civil rights and civil liberties may be affected by Department activities, informing them about policies and avenues of remedy, and promoting appropriate attention within the Department to their experiences and concerns.

Investigating civil rights and civil liberties complaints filed by the public regarding Department policies or activities, or actions taken by Department personnel.

Leading the Department's equal employment opportunity programs and promoting workforce diversity and merit system principles.
https://www.dhs.gov/office-civil-rights-and-civil-liberties https://www.dhs.gov/crcls-core-values
https://www.uscis.gov/
https://www.dhs.gov/department-white-pages
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United States Department of Justice Mission, Values, Organization Mission: The mission of the Department of Justice (DOJ) is to uphold the rule of law, to keep our country safe, and to protect civil rights.

Values: Independence and Impartiality. The Justice Department works each day to earn the public’s trust by following the facts and the law wherever they may lead, without prejudice or improper influence.

Honesty and Integrity. The Justice Department’s employees adhere to the highest standards of ethical behavior, mindful that, as public servants, we must work to earn the trust of, and inspire confidence in, the public we serve.

Respect. The Justice Department’s employees value differences in people and in ideas and treat everyone with fairness, dignity, and compassion.

Excellence. The Justice Department works every day to provide the highest levels of service to the American people and to be a responsible steward of the taxpayers’ dollars.

Organization: Under the leadership of the Attorney General of the United States, the Justice Department is composed of more than 40 separate component organizations and more than 115,000 employees.

Headquartered at the Robert F. Kennedy Building in Washington, D.C., the Department maintains field offices in all states and territories across the United States and in more than 50 countries around the world.
https://www.justice.gov/about
https://www.justice.gov/doj/mission-values-and-organization

What is proof the one drop rule violates human rights and civil rights as proven by United States of America laws?
It is used as a legal and social principle in the United States that classifies any individual with even a single ancestor of African descent as black. This rule emerged in the early 18th century and is used to enforce racial segregation and uphold white supremacy. What it does is violates human rights and civil rights such as :discrimination and segregation: The one-drop rule was used to deny people of mixed race their civil rights and to enforce segregation laws. This meant that individuals with any African ancestry were subject to the same discriminatory laws and practices as those who were fully black. denial of identity: It stripped individuals of their right to self-identify. People were forced into a racial category based on a small fraction of their ancestry, ignoring their full heritage and personal identity. legal and social inequality: The rule was used to justify unequal treatment under the law, including restrictions on marriage (anti-miscegenation laws) and access to education, employment, and housing. psychological impact: Being classified as black based on the one-drop rule lead to significant psychological stress and identity crises, as individuals were often ostracized from both black and white communities.

The one-drop rule is a stark example of how racial classification systems can be used to perpetuate inequality and violate fundamental human rights.

The one-drop rule has far-reaching legal implications. It dictated the rights and privileges individuals could access such as basic civil rights. Anti-miscegenation laws, which prohibited interracial marriages, were a direct result of the one-drop rule, further entrenching racial divides.

From the beginning, French and Spanish colonial conceptions of racial categories were much looser than those in the English colonies. The first slave ship arrived in Louisiana in 1719. The French, who controlled the colony from 1682-1763, had a Code Noir that governed relations between Africans and Europeans and regulated emancipation. The distinction between free and unfree people of color was written into this law, with the free people of color legally equivalent to whites. Slaves, meanwhile, could gain freedom in numerous ways—for instance, by defending the colony or teaching a master’s children. These mixed-race Creole of New Orleans were “famous for their wealth, culture, and education until after 1830” when the American concept of race began to reign. Under the French and Spanish, people with combined African and European ancestry enjoyed many of the privileges white people did. These mixed-race Creole of New Orleans were “famous for their wealth, culture, and education until after 1830” when the American concept of race began to reign. Many worked in professions including “carpentry, cigar making, masonry, Item 1
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shipping, embalming, hairdressing, nursing, and midwifery.” By 1840, 58% of the New Orleans population was white. The effort to contain, segregate, and disempower free people of color stemmed from numerous impulses. There was competition for jobs; the fear of slave insurrections modeled by Haiti; different language, mores, religion; the white immigrants’ unfamiliarity with non-enslaved people of color inhabiting a middle and even upper class; immigrant’s insecurity about being “white” (many were Irish, a group of northern Europeans initially left out of the white category). Americanization meant a strictly polarized division of black and white. By 1850, the free population of color, beset by the hostility of white supremacy, was economically diminished and residentially segregated. The Americanization of Louisiana, and in particular New Orleans, was completed before the state became the sixth to secede from the Union in 1861 in the struggle over the perpetuation of slavery.

https://daily.jstor.org/the-free-people-of-color-of-pre-civil-war-new-orleans/

Why did the Tuscarora Native American Indians of North Carolina and the Yamasee Native American Indians of South Carolina fight bloody and deadly wars against the white English colonists over territory from 5.January.1711 to 5.April.1718?
The Tuscarora War and Yamasee War: the Decline Indian Slavery and the Rise of African Slavery https://www.youtube.com/watch?v=bk_2ViUmUhc
5,475 views May 20, 2022
In this video, I talk about the Tuscarora and Yamasee wars and their effects on colonial politics, and the development of African slavery in the early colonial Carolinas.

Sources:

Dubcovsky, Alejandra. “One Hundred Sixty-One Knots, Two Plates, and One Emperor: Creek Information Networks in the Era of the Yamasee War.” Ethnohistory 59, no. 3 (August 2012): 489– 513. https://www.researchgate.net/publicat....

Durschlag, Richard. “THE FIRST CREEK RESISTANCE: TRANSFORMATIONS IN CREEK INDIAN EXISTENCE AND THE YAMASEE WAR, 1670-1730.” Dissertation, Duke University, 1995.

Esterline, Matthew Cameron. “For the Men on the Ground: An Examination of the Tuscaroras-Colonial Relations in North Carolina before and during the Tuscarora War.” Thesis, East Carolina University, 2014.

Hall, Amanda. “SAN ANTONIO DE POCOTALACA: AN EIGHTEENTH-CENTURY YAMASEE INDIAN TOWN IN ST. AUGUSTINE, FLORIDA, 1716-1752.” Thesis, UNIVERSITY OF NORTH FLORIDA, 2016.

Hann, John H. “St. Augustine's Fallout from the Yamasee War.” Florida Historical Quarterly 68, no. 2 (1989): 1–22. https://stars.library.ucf.edu/fhq/vol...%.

La Vere, David. The Tuscarora War Indians, Settlers, and the Fight for the Carolina Colonies. Chapel Hill, NC: University of North Carolina Press, 2013.

Lee, Wayne E. “Fortify, Fight, or Flee: Tuscarora and Cherokee Defensive Warfare and Military Culture Adaptation.” The Journal of Military History 68, no. 3 (July 2004): 713–

70. https://www.researchgate.net/publicat....

Ramsey, William L. The Yamasee War A Study of Culture, Economy, and Conflict in the Colonial South.

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Lincoln, NE: University of Nebraska Press, 2008.

Styrna, Christine A. “THE WINDS OF WAR AND CHANGE: THE IMPACT OF THE TUSCARORA WAR ON PROPRIETARY NORTH CAROLINA, 1690-1729 .” Dissertation, The College of William and Mary in Virginia, 1990.

Tuscarora WAr
https://www.youtube.com/watch?v=7noUA1pT8MQ
Indians Nearly DESTROY Colony | The Yamasee War 1715-1717 https://www.youtube.com/watch?v=Rc6z4aDlM2Q
https://www.johnstoncountync.org/articles/post/early-history-of-johnston-county/ https://northcarolinahistory.org/encyclopedia/tuscarora-war/ https://ncgenweb.us/wake/history/
https://theraleighcommons.org/raleighpublicrecord/opinion/2009/02/01/the-hemp-gatherers/ https://img.haikudeck.com/mg/FA641D7F-C18C-4A61-9EF4-F7CD2D751326.jpg https://nativeheritageproject.com/2015/08/16/virginia-governor-spotswoods-letter-regarding-thetuscarora-war/ https://4.bp.blogspot.com/_iG2qILKBjms/TS4Y3yp0V_I/AAAAAAAAERo/Hr_- 3ri2ems/s1600/high_plains_school_hist_mar.jpg
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David Yakobson
From: Chris BRADFORD <[email protected]>
Sent: Sunday, December 14, 2025 6:03 PM
To: Lana Negrete; Jesse Zwick; Barry Snell; Caroline Torosis; Natalya Zernitskaya; Dan Hall; Ellis Raskin; Attorney Mailbox; councilmtgitems
Subject: No California Roadhouse Without Rusty’s workers

EXTERNAL
Honorable Mayor Negrete and City Councilmembers,
As proud members of the Santa Monica community, we believe that those who have served our city with dignity and dedication deserve to be welcomed back, not forgotten.

Earlier this year, Rusty’s, a longtime restaurant on the Santa Monica Pier, closed its doors. For many workers, this meant the sudden loss of jobs they had held for years, some for over a decade. Now, a new bar and restaurant, California Roadhouse, plans to open at its location.

These workers were part of what made the Pier a warm and welcoming place for locals and visitors alike. California Roadhouse should not reopen without them! I am calling on the City of Santa Monica to pass a strong Right of Recall Ordinance and to also ensure that California Roadhouse doesn’t open without the Rusty’s workers. A Right to Recall law, if passed immediately, could ensure that when a new restaurant opens in Rusty's space, laid-off workers would be offered the first chance to return to the jobs they once held. It would also protect workers in similar circumstances in restaurants on the Pier. It’s a simple matter of justice and decency.

I urge the City to pass such a right of recall law IMMEDIATELY and not move forward with the lease for California Roadhouse without ensuring that Rusty’s workers will be offered the chance to return to work, either under the ordinance or a right to recall term in any new lease for the Roadhouse.

Chris BRADFORD
[email protected]
911 9th St., #206
Santa Monica, California 90403
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David Yakobson
From: Mark Leland <[email protected]>
Sent: Sunday, December 14, 2025 7:35 PM
To: Lana Negrete; Jesse Zwick; Barry Snell; Caroline Torosis; Natalya Zernitskaya; Dan Hall; Ellis Raskin; Attorney Mailbox; councilmtgitems
Subject: No California Roadhouse Without Rusty’s workers

EXTERNAL
Honorable Mayor Negrete and City Councilmembers,
As proud members of the Santa Monica community, we believe that those who have served our city with dignity and dedication deserve to be welcomed back, not forgotten.

Earlier this year, Rusty’s, a longtime restaurant on the Santa Monica Pier, closed its doors. For many workers, this meant the sudden loss of jobs they had held for years, some for over a decade. Now, a new bar and restaurant, California Roadhouse, plans to open at its location.

These workers were part of what made the Pier a warm and welcoming place for locals and visitors alike. California Roadhouse should not reopen without them! I am calling on the City of Santa Monica to pass a strong Right of Recall Ordinance and to also ensure that California Roadhouse doesn’t open without the Rusty’s workers. A Right to Recall law, if passed immediately, could ensure that when a new restaurant opens in Rusty's space, laid-off workers would be offered the first chance to return to the jobs they once held. It would also protect workers in similar circumstances in restaurants on the Pier. It’s a simple matter of justice and decency.

I urge the City to pass such a right of recall law IMMEDIATELY and not move forward with the lease for California Roadhouse without ensuring that Rusty’s workers will be offered the chance to return to work, either under the ordinance or a right to recall term in any new lease for the Roadhouse.

Mark Leland
[email protected]
829 Broadway, Apt.528
Santa Monica, California 90401
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Packet Pg. 171 Attachment: Written Comments [Revision 1] (7466 : Written Comments) 150
David Yakobson
From: Noma Boardmember <[email protected]>
Sent: Monday, December 15, 2025 10:09 AM
To: Council Mailbox; councilmtgitems; Lana Negrete; Caroline Torosis; Jesse Zwick; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya
Cc: [email protected]; Oliver Chi
Subject: Clarifying Our Community’s Position Re: December 10, 2025 Correspondence to City Council
Attachments: 12102025 Letter.pdf

EXTERNAL
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.

December 15, 2025
Re: Clarifying Our Community’s Position Re: December 10, 2025 Correspondence to City Council
Dear Mayor Torosis and Members of Santa Monica City Council, The North of Montana Association (NOMA) writes in response to the December 10, 2025 letter to the Santa Monica City Council, in which Supervisor Horvath requested clarification regarding the City’s position on homelessness.

As the neighborhood most recently affected by County policy regarding homeless mental health facilities (413 and 825 Ocean Avenue), and because several members of our community brought this letter to our attention (see attached), we want to make sure the Santa Monica City Council and Supervisor Horvath has no misunderstanding of our community's continued position.

Our neighborhood has been consistent in its support of the Santa Monica City Council's recently unanimously adopted Item 16-F, introduced by Mayor Emerita Lana Negrete. The community continues to strongly support that item because it established a clear, actionable framework for how County-led behavioral health initiatives should be planned, communicated, and implemented.

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Packet Pg. 172 Attachment: Written Comments [Revision 1] (7466 : Written Comments) 151
Our community also recognizes the dire need for mental health services and housing for our unhoused population. We have objected to the process, by which this has been handled and that is what 16-F seeks to resolve for ALL neighborhoods in Santa Monica.

As the County moves forward with future projects in Santa Monica, the associated costs and services provided by these projects must be for people from Santa Monica (who lived in Santa Monica before becoming unhoused) and who are not imported from other parts of the County OR from other parts of SPA 5.

In light of Supervisor Horvath's December 10, 2025 letter, NOMA wants to be explicit about what our community expects from the County moving forward:

First, early and bi-directional engagement must occur before sites are selected, funds are committed, or renovations begin. Community engagement cannot occur after decisions are effectively irreversible. Transparency after the fact is not transparency.

Second, County investments must be grounded in documented needs assessments and regional equity (i.e. across Los Angeles County and specifically within SPA 5), with clear explanations for why particular sites are being advanced, how they align with local service capacity, and how impacts will be mitigated.

Third, the County must operate within a clear communications framework, including designated points of contact, accessible project information, and advance notice to City leadership and affected neighborhoods whenever sites are under consideration.

Fourth, projects (i.e. program operators and property owners) must be subject to performance accountability, including measurable outcomes, public reporting, and a mechanism to adjust or rescind approvals if facilities fail to meet agreed-upon standards or impose unaddressed community impacts.

Fifth, adequate County and local resources are available and committed to deal with potential ancillary and public safety impacts of the project, such as first responder availability/coordination, crisis intervention teams, code enforcement and security planning including site security, lighting and neighborhood safety protocols.

We urge all stakeholders at the City, and the County, to treat Item 16-F as the baseline operating standard for County engagement in Santa Monica. Doing so will eliminate mixed signals, reduce conflict, and allow all parties to focus on delivering effective treatment solutions that are equitable, accountable, and publicly supported.

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Packet Pg. 173 Attachment: Written Comments [Revision 1] (7466 : Written Comments) 152
NOMA appreciates your attention and continued support of the framework outlined in 16-F.

We also hope that you will clarify, for the County, that The City of Santa Monica's position (as unanimously expressed by your recent support of 16-F) is a transparent, solutions-focused dialogue consistent with these expectations.

Sincerely,
The Board of NOMA
CC: Supervisor Horvath and City Manager, Oliver Chi
smnoma.org
[email protected]
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Packet Pg. 174 Attachment: Written Comments [Revision 1] (7466 : Written Comments) 1 David Yakobson
From: Non <[email protected]>
Sent: Thursday, December 11, 2025 4:27 PM
Subject: LISA PARSON IS A RETARD

EXTERNAL
hi useless govt employee (redundant),
not all students are enrolled in that program. which is the reason for fare checking. you can't be this stupid.
santa monica residents are paying a retards salary. lisa parson is a retard. what makes you retard is that you thought you had logic in your response. you can't be this stupid. what the city of santa monica is bringing upon them is a discrimination lawsuit.

On Thursday, December 11, 2025 at 06:28:46 AM PST, Lisa Parson <[email protected]> wrote:

Hello,
While the city does not operate or staff the security stations of the LA Metro trains, I wanted to share that metro has a program that allows all students from k-12 to college to ride the trains for free during the school year. So it would be unnecessary to check students to confirm they paid to ride the trains. You can find the details of the program on their website at https://www.metro.net/riding/fares/gopass/.

From: Non <[email protected]>
Sent: Tuesday, December 9, 2025 8:43:35 PM
Subject: santa monica illegal immigrants breaking the law and getting away with it

EXTERNAL
at the downtown santa monica train station, the illegal immigrant security guards are not checking the fare for the illegal immigrant students. they are letting them on without paying. this is discrimination towards citizens.
the illegal immigrant security guards only check the fare for citizens. this is discrimination.

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Packet Pg. 175 Attachment: Written Comments [Revision 1] (7466 : Written Comments) 2 would you like to know the name of the illegal immigrant security guard? he refused to give it to me. isn't that convenient - the racist santa monica security guards can discriminate and have no accountability.
i have video evidence
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Packet Pg. 176 Attachment: Written Comments [Revision 1] (7466 : Written Comments) City Council
Report
City Council Meeting: December 16, 2025
Agenda Item: 4.A
1 of 3
To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Resource Recovery & Recycling
Subject: Adoption of a Resolution Authorizing Participation in the CalRecycle Beverage Container Recycling City/County Payment Program Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines; and

2. Adopt the attached resolution authorizing the City Manager to submit and execute applications, agreements, and annual reports for the CalRecycle Beverage Container Recycling City/County Payment Program.

Summary
The City uses state funding to support its education and outreach efforts that encourage residents to properly recycle beverage containers. To remain eligible for annual funding, the City must adopt a resolution acknowledging participation in the California Department of Resources Recycling and Recovery’s (CalRecycle) Beverage Container Recycling City/County Payment Program (CCPP), which is kept on file with CalRecycle.

Discussion
In 1987, the California Beverage Container Recycling and Litter Reduction Act was implemented to encourage recycling and reduce litter. CalRecycle administers the program and distributes payments annually to eligible cities and counties based on population. The funding is used to promote beverage container recycling and support litter reduction activities. Each eligible city or county is required to submit a resolution

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authorizing applicants to apply for payment programs, accept program awards, and/or name authorized persons to sign payment program documents on their behalf. Council adopted these resolutions in 2016 and 2021, with the current Resolution No. 11316 set to expire on February 9, 2026.

Since 2005, the City has applied for, received, and fully expended 20 payments, with an average annual amount of $23,316. Staff use the funding to develop educational and outreach materials and opportunities that encourage residents to properly recycle beverage containers.

The attached resolution (Attachment C) replaces Resolution No. 11316. Upon adoption, the City would remain eligible to receive annual Beverage Container Recycling City/County Payment Program funding from the state, unless rescinded by either the City Council or by CalRecycle. Future annual payment awards will be determined and conducted in accordance with payment program terms.

Environmental Review
Adoption of the resolution would have no possibility of significant effect on the environment, and therefore, is exempt pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines. The resolution would authorize payment program-related applications and other administrative processes related to achieving beverage container recycling initiatives. If payment program funding is awarded, it will support educational initiatives that do not have a physical impact on the environment.

Past Council Actions
Meeting Date Description
March 22, 2016
(Attachment A)
Council adopted Resolution Number 10945 (CCS) which
authorized the City Manager to apply for and receive CCPP funding on behalf of the City.

February 9, 2021
(Attachment B)
Council adopted Resolution Number 11316 (CCS) to replace Resolution Number 10945 (CCS) which terminated on
March 22, 2021.

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Financial Impacts and Budget Actions
There is no immediate financial impact or budget action necessary as a result of the recommended action. Staff will return to Council if specific budget actions are required in the future.

Prepared By: Patty Manalo, Administrative Analyst
Approved Forwarded to Council
Attachments:

A. Attachment A - Resolution 10945
B. Attachment B - Resolution 11316
C. Attachment C - Resolution
D. March 22, 2016 Staff Report (Web Link)
E. February 9, 2021 Staff Report (Web Link)

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Packet Pg. 180 Attachment: Attachment A - Resolution 10945 (7317 : City-County Payment Program Resolution)

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Packet Pg. 181 Attachment: Attachment A - Resolution 10945 (7317 : City-County Payment Program Resolution)

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Packet Pg. 182 Attachment: Attachment A - Resolution 10945 (7317 : City-County Payment Program Resolution) 1 City Council Meeting February 9, 2021 Santa Monica, California RESOLUTION NUMBER 11316 (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SANTA MONICA TO AUTHORIZE THE CITY MANAGER TO

EXECUTE ALL APPLICATIONS, AGREEMENTS AND DOCUMENTS FOR FUNDS

PURSUANT TO THE

BEVERAGE CONTAINER RECYCLING CITY/COUNTY PAYMENT PROGRAM OF

THE STATE OF CALIFORNIA DEPARTMENT OF RESOURCES RECYCLING AND

RECOVERY
WHEREAS, pursuant to California Public Resources Code Section 14581, the State of California Department of Resources Recycling and Recovery (CalRecycle) administers the Beverage Container Recycling City/County Payment Program for payments to qualifying jurisdictions for beverage container recycling activities; and WHEREAS, the City of Santa Monica has participated in the Beverage Container Recycling City/County Payment Program since 2000; and
WHEREAS, CalRecycle’s procedures for the administration of the Beverage Container Recycling City/County Payment Program now requires, among other things, an applicant’s governing body to declare by resolution authorization to participate in said program.

DocuSign Envelope ID: 3E4A5B19-D38D-4CFC-BE72-3025E48E1A27

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Packet Pg. 183 Attachment: Attachment B - Resolution 11316 (7317 : City-County Payment Program Resolution) 2 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES RESOLVE AS FOLLOWS:

SECTION 1. The City Manager or designee is authorized to submit applications to CalRecycle for funds pursuant to the Beverage Container Recycling City/County Payment Program for a period of up to five years.

SECTION 2. The City Manager or designee is also authorized to execute any and all agreements, amendments or documents necessary to implement and to secure funding under such program.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
_________________________
GEORGE S. CARDONA
Interim City Attorney
DocuSign Envelope ID: 3E4A5B19-D38D-4CFC-BE72-3025E48E1A27

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Packet Pg. 184 Attachment: Attachment B - Resolution 11316 (7317 : City-County Payment Program Resolution) Adopted and approved this 9th day of February 2021.
__________________________
Sue Himmelrich, Mayor
I, Denise Anderson-Warren, City Clerk of the City of Santa Monica, do hereby certify that Resolution No. 11316 (CCS) was duly adopted at a meeting of the Santa Monica City Council held on the 9th day of February 2021, by the following vote:

AYES: Councilmembers Brock, Davis, De la Torre, McKeown, Parra, Mayor Pro Tem McCowan, Mayor Himmelrich
NOES: None
ABSENT: None
ATTEST:
_____________________________________
Denise Anderson-Warren, City Clerk
DocuSign Envelope ID: 3E4A5B19-D38D-4CFC-BE72-3025E48E1A27

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Packet Pg. 185 Attachment: Attachment B - Resolution 11316 (7317 : City-County Payment Program Resolution) 1 City Council Meeting December 16, 2025 Santa Monica, California RESOLUTION NUMBER _________ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SANTA MONICA TO AUTHORIZE THE CITY MANAGER TO

EXECUTE ALL APPLICATIONS, AGREEMENTS AND DOCUMENTS FOR FUNDS

PURSUANT TO THE

BEVERAGE CONTAINER RECYCLING CITY/COUNTY PAYMENT PROGRAM OF

THE STATE OF CALIFORNIA DEPARTMENT OF RESOURCES RECYCLING AND

RECOVERY
WHEREAS, pursuant to California Public Resources Code Section 14581, the State of California Department of Resources Recycling and Recovery (CalRecycle) administers the Beverage Container Recycling City/County Payment Program for payments to qualifying jurisdictions for beverage container recycling activities; and WHEREAS, the City of Santa Monica has participated in the Beverage Container Recycling City/County Payment Program since 2000; and
WHEREAS, CalRecycle’s procedures for the administration of the Beverage Container Recycling City/County Payment Program now requires, among other things, an applicant’s governing body to declare by resolution authorization to participate in said program.

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Packet Pg. 186 Attachment: Attachment C - Resolution [Revision 1] (7317 : City-County Payment Program Resolution) 2 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES RESOLVE AS FOLLOWS:

SECTION 1. The City Manager or designee is authorized to submit applications to CalRecycle for funds pursuant to the Beverage Container Recycling City/County Payment Program is effective until rescinded by this governing body.

SECTION 2. The City Manager or designee is also authorized to execute any and all agreements, amendments or documents necessary to implement and to secure funding under such program.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
_________________________

HEIDI VON TONGELN
Interim City Attorney

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Packet Pg. 187 Attachment: Attachment C - Resolution [Revision 1] (7317 : City-County Payment Program Resolution) City Council
Report
City Council Meeting: December 16, 2025
Agenda Item: 4.B
1 of 3
To: Mayor and City Council
From: Jing Yeo, Director, City Planning
Subject: Adoption of a Resolution Approving Final Parcel Map No. 83963 for a Three Unit Condominium Project at 2012 19th Street
Recommended Action
Staff recommends that the City Council take the following actions:

1. Adopt a finding of Statutory Exemption (Approval of Final Subdivision Map) pursuant to Section 15268(b)(3) of the California Environmental Quality Act; and

2. Adopt the attached resolution approving Final Parcel Map No. 83963 for a Three Unit Condominium Project at 2012 19th Street.

Summary
This report transmits for City Council approval of a Final Parcel Map for the following condominium project. The Tentative Parcel Map was approved by the Planning Commission on January 17, 2024. A timely filing of the Final Map was made to the County or City prior to the Map’s expiration date. According to Section 66452.6(d) of the Subdivision Map Act, once a timely filing is made to the County or City, subsequent actions of the local agency, including, but not limited to, processing, approving, and recording of a map, may lawfully occur after the map’s expiration date.

PARCEL MAP ADDRESS SUBDIVIDER UNITS
No. 83963 2012 19th St Pietro Germano Martini Three
Project Summary:

Zoning District Low Density Residential (R2)
Parcel Area 8,001.13 SF
Parcel Dimensions 50’ x 160.03’

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Existing On-Site Improvements
(Year Built)
Single-Unit Dwelling (1939)
Rent Control Status Exempt
Historic Resources Inventory Status N/A
SMMC Chapter 9.64, AHPP
Compliance
$51.30 x 6,279 SF = Approximately
$322,112.70
Discussion
A Tentative Parcel Map application (23ENT-0184) was submitted to the City Planning Division on October 4, 2023, to create three residential condominium air space parcels on one land lot in the Low Density Residential (R2) zoning district. After a public hearing and careful review of the record and staff recommendations, the Planning Commission approved a Tentative Parcel Map for the above project on January 17, 2024. The action of the Planning Commission was based on its findings that the proposed subdivision will have no significant environmental impact and is in conformance with all state and local laws and regulations, and applicable General Plan Elements. The Final Map conforms to the Tentative Map.

The developer will be required to show proof of payment of the condominium tax of $3,000 prior to issuance of building permit. The Final Map has been approved by the Los Angeles County Public Works Land Development Division and certified by the City Engineer for conformance with the Tentative Map and conditions thereon, the Subdivision Map Act and local ordinances. The City Engineer’s office indicates that there are no required off-site public improvements.

Environmental Review
The project is exempt from CEQA pursuant to CEQA Section 15268(b)(3), which exempts ministerial projects, including approval of final subdivision maps.

Financial Impacts & Budget Actions
There is no immediate financial impact or budget action necessary as a result of the recommended action.

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Prepared By: Shira Moch, Associate Planner
Approved Forwarded to Council
Attachments:

A. Resolution

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4 City Council Meeting: December 16, 2025 Santa Monica, California RESOLUTION NUMBER _________ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SANTA MONICA ACCEPTING AND APPROVING
THE FINAL SUBDIVISION MAP FOR PARCEL NO. 83963
TO SUBDIVIDE A PROPERTY AT 2012 19TH STREET
WHEREAS, on January 17, 2024, the Santa Monica Planning Commission approved a tentative parcel map to create three residential condominium airspace parcels on one land lot at 2012 19th Street; and
WHEREAS, a timely filing of a final parcel map was made to the County of Los Angeles prior to expiration of the tentative parcel map; and WHEREAS, pursuant to Section 66452.6(d) of the Government Code, if a timely filing of a final parcel map is made to the City or County, then the City may process, approve, and record a final parcel map after the expiration of the tentative parcel map; and
WHEREAS, the final parcel map conforms to the tentative parcel map; and WHEREAS, the City Council finds that the proposed subdivision is consistent with the applicable general and specific plans.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES RESOLVE AS FOLLOWS:

SECTION 1. That the Final Map for Parcel No. 83963 in the City of Santa Monica is hereby accepted and approved.

SECTION 2. That the City Clerk hereby is authorized and directed to endorse upon the face of said Map this order authenticated by the Seal of the City of Santa Monica.

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Packet Pg. 191 Attachment: Resolution (7391 : Final Parcel Map for 2012 19th Street) 5 SECTION 3. That the City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
_________________________
Heidi von Tongeln
Interim City Attorney

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Packet Pg. 192 Attachment: Resolution (7391 : Final Parcel Map for 2012 19th Street) City Council
Report
City Council Meeting: December 16, 2025
Agenda Item: 4.C
1 of 4
To: Mayor and City Council
From: Natalie Verlinich, Acting Director, Housing and Human Services Department Subject: Approval of First Modification to Agreement with Elizabeth Anderson Consulting for Aging & Disability Strategic Planning Implementation Consulting Services
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;

2. Authorize the City Manager to negotiate and execute a first modification to agreement # 11564 (CCS) in the amount of $63,000 with Elizabeth Anderson Consulting to provide consulting services for the citywide Aging and Disability Action Plan for the Housing & Human Services Department. This will result in a 5-year amended agreement with a new total amount not to exceed $218,000, with future year funding contingent on Council budget approval.

Summary
The City of Santa Monica (City) is experiencing a demographic shift with nearly one in five residents over the age of 65 and many living with disabilities or serving as caregivers. To address these trends and strengthen community livability, the City developed the Santa Monica Aging and Disability Action Plan (“Plan”) - a three-year roadmap to advance equity, accessibility, and inclusion for older adults, people with disabilities, and caregivers which was approved by City Council on September 9, 2025.

This Plan builds on that foundation to guide the City’s next steps to advance as an ageand disability-friendly community.

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To develop the Plan, the City retained Elizabeth Anderson Consulting (EAC) through competitive RFP #400 (Attachment A). With the Plan now finalized, the City will advance to the Implementation Phase led by the Housing and Human Services Department (HHS). HHS seeks to modify the agreement with EAC to support development of the Plan implementation framework and activities, in alignment with applicable reporting and evaluation requirements.

Background:

In November 2023 the City of Santa Monica was awarded a $200,000 grant through the competitive, statewide California Department of Aging (CDA) Local Aging & Disability Action Planning (LADAP) Grant Program (Attachment B) to develop a local Plan aimed at improving a community’s livability for people of all ages, centering on equity, cultural competency, community engagement, and disability inclusion principles and practices.

In February 2024, the City issued a formal competitive Request for Proposal (RFP) #400 to procure an expert consultant to help lead the Plan development alongside interdepartmental City staff, City Commissions, and community-based partners. EAC was awarded the contract based on their experience managing similar projects and previous experience working with the City of Santa Monica; their unique position within local aging and disability networks; their demonstrated understanding of issues impacting older adults and people with disabilities in Santa Monica; and a proposed workplan that aligned with the grant’s goals and Council priorities.

The City fully leveraged the CDA grant and partnership with EAC to create the community-driven Plan approved by City Council on September 9, 2025. The CDA grant has been fully committed to development of the plan and does not include sufficient funding to support ongoing coordination throughout implementation of the three-year Plan. General Funds have been identified in the HHS budget to facilitate these activities.

Past Council Actions
The following past council actions relate to this item:

Meeting Date Description

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02/27/2024
(Attachment B)
City Council authorized acceptance of California Department of Aging Local Aging and Disability Planning grant funds as part of the 2023-24 Mid-Year Budget Update
04/23/2024
(Attachment A)
City Council awarded a Contract for Aging and Disability Strategic Planning Consulting Services to Elizabeth
Anderson Consulting
09/09/2025
(Attachment C)
City Council approved and received the Santa Monica Aging and Disability Action Plan
Discussion
Following approval of the Plan by City Council on September 9, 2025, three-year implementation is set to begin in early 2026. HHS will convene a collaborative of City departments, community organizations, and stakeholders with lived experience to coordinate efforts, align with other City initiatives, and monitor progress. The implementation collaborative will set annual work plans, identify budgetary needs and funding strategies, set performance measures, and provide regular updates to the public through the City website, social media, commission meetings, and Council reports. Staff recommends modifying the contract with EAC to ensure that the collaborative carries out implementation activities in alignment with all ongoing grant reporting and evaluation requirements.

Environmental Review
The approval of this contract modification is exempt from CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines. This is covered by the common-sense exemption which states that CEQA does not apply, “where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” The agreement is administrative in nature and provides the City with support in implementing the Plan. Therefore, it can be seen with certainty that this item would not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

Financial Impacts and Budget Actions

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Staff seeks authority to approve available funding from the General Fund to increase the contract amount with Elizabeth Anderson Consulting.

Agreement
#
Fund
Name
Current
Authorized
Amount
FY 2025-
26 Budget
Modified
Request
Amount
Dept / Account #
Total
Revised
Contract
Amount
11564
(CCS)
General
Fund - $63,000 HHS / 01420007.552010
Misc. $218,000
Grants
Fund
$155,000 - HHS / 20420001.556090
Future year funding is contingent on Council budget approval.

Prepared By: Alana Riemermann, Senior Human Services Analyst Approved Forwarded to Council
Attachments:

A. Attachment A - Award a Contract for Aging and Disability Strategic Planning Consulting Services to Elizabeth Anderson Consulting
B. Attachment B - City Council authorized acceptance of California Department of Aging Local Aging and Disability Planning grant funds as part of the 2023-24 Mid-Year Budget Update (Web Link)
C. Attachment C - Approval of Santa Monica Aging and Disability Action Plan D. Attachment D - Elizabeth Anderson Consulting Oaks Initiative Form E. Attachment E - Elizabeth Anderson Consulting - Levine Act Disclosure

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City Council
Report
City Council Meeting: April 23, 2024
Agenda Item: 5.B
1 of 6
To: Mayor and City Council
From: Heather Averick, Director, Housing and Human Services Department Subject: Award a Contract for Aging and Disability Strategic Planning Consulting Services to Elizabeth Anderson Consulting
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;

2. Award RFP #400 to Elizabeth Anderson Consulting for consulting services in connection with establishing a citywide aging and disability strategic plan for the Housing and Human Services Department; and

3. Authorize the City Manager to negotiate and execute an agreement with Elizabeth Anderson Consulting in an amount not to exceed $155,000 for two years with future year funding contingent on Council budget approval.

Summary
In November 2023, the City of Santa Monica was awarded a grant from the California Department of Aging Local Aging & Disability Action Planning (LADAP) grant program.

LADAP funds will be used to create a citywide age- and disability-friendly action plan.

The Housing and Human Services Department released a Request for Proposal (RFP) on February 14, 2024, to procure an expert consultant to begin the LADAP planning process and create the LADAP action plan. Five proposals were submitted by the March 8, 2024, closing date. Staff recommends approval of an agreement with Elizabeth Anderson Consulting in an amount not to exceed $155,000.

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Discussion
As a LADAP grantee, the City is using these grant funds to create local age- and disability-friendly action plans to improve the City’s livability and address the current, emerging, and future needs of the City’s older adults, people with disabilities, and their caregivers. The goals of the LADAP grant program align with California’s Master Plan for Aging (MPA) (Attachment A), a “blueprint” for state government, local government, the private sector, and philanthropy to prepare the state for the coming demographic changes and to continue California’s leadership in aging, disability, and equity.

As highlighted in the MPA, the population is aging across the nation and older adults are expected to be one of the largest age groups in the state of California by 2030. The number of people with disabilities is also increasing in the wake of the pandemic as a “mass disabling event” (The Century Foundation) (Attachment B). Older adults and people with disabilities also face unique vulnerabilities that highlight the need to conduct a targeted assessment and community outreach campaign to gain a deeper understanding of existing and emerging needs experienced amongst this growing community.

With LADAP funds in hand, the City is embarking on a planning process to improve coordination across City departments and within the community, to comprehensively address community needs and adequately plan for Santa Monicans who are aging or who have a disability - particularly those who are the most vulnerable within our community. The City’s planned approach to apply an equity lens and center cultural competency, community engagement, and disability inclusion throughout the LADAP planning process will result in a roadmap with actionable steps to address the social determinants of health and achieve more equitable outcomes and life experiences for older adults, people with disabilities, and their caregivers.

Santa Monica City Council priorities, adopted in March 2023, include: Cultivate Economic Recovery & Expand Community & Cultural Offerings for various groups including seniors; Addressing Homelessness which includes addressing the behavioral health needs of vulnerable populations; and advancing racial equity and social diversity

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to increase equitable outcomes for all populations as part of the Racial Justice, Equity & Social Diversity priority. The LADAP Action Plan that would be created by Elizabeth Anderson Consulting if awarded can be leveraged to advance these Council priorities within the aging and disability communities in Santa Monica, as well as other crossdepartmental initiatives, by helping quantify the need for senior or accessible housing in Santa Monica, elevating effective homelessness prevention strategies for older adults and people with disabilities, and identifying barriers that drive inequitable outcomes for older adults and people with disabilities in Santa Monica.

Ultimately, the City will utilize the LADAP Action Plan to guide future budget recommendations and identify further areas of alignment to promote the health and wellbeing to support Santa Monicans to age in place, and ensure community livability for those of all ages and abilities.

In February 2024, the City issued an RFP to procure an expert consultant to help lead LADAP planning alongside inter-departmental City staff, City Commissions, and community-based partners.

Vendor Selection
Bidder Recommendation
Best Qualified Firm Elizabeth Anderson Consulting
Evaluation Criteria Proposed work plan ability to accomplish project goals; previous experience with strategic planning and/or community engagement and/or other projects focused on aging and
disability; proposer’s unique expertise in aging and disability; local experience; efficiency in cost proposal; proposer’s work samples and references for similar engagements.

Municipal Code SMMC 2.24.190
RFP Data
Posting Date: 2/14/2024 # of Vendors Downloaded: 35
Closing Date: 3/8/2024 # of Submittals Received: 5
Posted On: City’s online bidding site, OpenGov, which sent notifications to over 6,700 registered vendors
Additional
Outreach:

In addition to over 6,700 vendors registered in the City’s OpenGov platform, notification about the open bid was sent to Housing and Human Services Department’s robust email

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distribution list, which includes over 330 representatives from agencies funded by the Human Services Grants Program, the Human Services Commission, Disabilities Commission, Virginia Avenue Park & Police Activities League Boards, Cradle to Career collaborative, Early Childhood Task Force collaborative, Westside Cities Councils of Government, the Westside
Coalition, and neighborhood associations.

Submittals Received
Elizabeth Anderson Consulting
Global Urban Strategies
Leone Solutions Group
Maroon Society
SDSU Research Foundation: Social Policy Institute/Center for Excellence in Aging & Longevity
Justification to Award
An evaluation panel of representatives from the Housing and Human Services Department; Santa Monica Fire Department; Department of Transportation; Diversity, Equity & Inclusion team within the City Manager’s Office; and a representative from both the Human Services Commission and Disabilities Commission reviewed and ranked all proposals using the criteria set out in the RFP. There were a total of six members on the evaluation panel. Scores were averaged to generate the highest scoring proposal. Based on the panelist reviews and criteria set forth in SMMC

2.24.190, Elizabeth Anderson Consulting is being recommended based on their experience managing similar projects and previous experience working with the City of Santa Monica; their unique position within local aging and disability networks; their demonstrated understanding of issues impacting older adults and people with disabilities in Santa Monica; and a proposed workplan that is realistic, will accomplish project objectives, and is sensitive to equity, cultural competency, and disability inclusion. Additionally, Elizabeth Anderson Consulting received an aggregated score of 95 out of 100 points by the evaluation panel - the highest scoring proposal by more than 5 points.

Past Council Actions
Date Description
February 27, 2024 (Attachment C) City Council authorized acceptance of LADAP grant funds as part of the 2023-24 Mid-Year
Budget Update.

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Environmental Review
The award agreement is exempt from CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines. The award agreement is covered by the common-sense exemption which states that CEQA does not apply, “where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” The award agreement is administrative in nature and provide the City with consulting services for establishing an aging and disability strategic plan.

Therefore, it can be seen with certainty that the agreement would not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

Financial Impacts and Budget Actions
Staff seeks authority to approve funding from the Miscellaneous Grant Fund to award a contractual services agreement with Elizabeth Anderson Consulting for consulting services in connection with establishing a citywide aging and disability strategic plan.

FY 2023-24 Request
Amount
Account Number Total Contract Amount
$155,000 20420001.556090 $155,000
Prepared By: Alana Riemermann, Senior Human Services Analyst Approved Forwarded to Council
Attachments:

A. Attachment A: California Master Plan for Aging
B. Attachment B: The Century Foundation - Economic Justice is Disability Justice C. Attachment C: 2023-24 Mid-Year Budget Update Staff Report D. Attachment D: Executed Oaks Initiative Form
E. Attachment E: Executed Levine Disclosure Form
F. California Master Plan for Aging (PDF File of Attachment A Website)

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G. The Century Foundation - Economic Justice is Disability Justice (PDF File of Attachment B Website)

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Report
City Council Meeting: September 9, 2025
Agenda Item: 11.A
1 of 6
To: Mayor and City Council
From: Heather Averick, Director, Housing and Human Services Department Subject: Approval of Santa Monica Aging and Disability Action Plan Recommended Action
Staff recommend that the City Council:

1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines.

2. Approve and Receive the Santa Monica Aging and Disability Action Plan (Attachment A).

Executive Summary
Santa Monica is experiencing a demographic shift with nearly one in five residents over the age of 65 and many living with disabilities or serving as caregivers. To address these trends and strengthen community livability, the City developed the Santa Monica Aging and Disability Action Plan (“Plan”) - a three-year roadmap to advance equity, accessibility, and inclusion for older adults, people with disabilities, and caregivers.

Funded by the California Department of Aging (CDA) Local Aging & Disability Action Planning (LADAP) Grant Program (Attachment B), the Plan was shaped by extensive community input and guided by a 16-seat Advisory Committee that endorsed the Plan’s findings and strategic goals. Needs assessment findings highlight priorities such as affordable housing, accessible transportation and public spaces, clear multilingual communication, and emergency preparedness, many of which are already underway.

The Plan establishes actionable goals aligned with City priorities and calls for a crossdepartmental collaboration, with Housing and Human Services Department (HHS)

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leading implementation. The Plan’s goals were vetted with relevant City departments to ensure they are high impact, achievable, and can be implemented with strategic use of existing resources or by seeking targeted internal or external budget enhancements.

Staff will return to Council when specific budget actions are required for further implementation of the Plan.

Background
The demographics of Santa Monica are changing as the population of older adults, people with disabilities, and caregivers continues to grow. According to the 2023 American Community Survey, nearly 20% of residents are age 65 or older, and more than one-third (36%) are age 55 or older. Disabilities affect residents across their lifespan, with prevalence increasing with age—rising to 42% among adults ages 75+.

Caregivers play a critical role in supporting these populations and an estimated one in four adults provides care for a loved one. These local trends reflect statewide changes:
by 2030, one in four Californians will be an older adult and the 60+ population is projected to diversify and grow more rapidly than any other age group, underscoring the need for cities to plan for a more inclusive, age- and disability-friendly future.

Santa Monica has a long history of investing in an inclusive community with accessible public spaces, mobility options, and services that support residents of all ages and abilities (Attachment C). This Plan builds on that foundation to guide the City’s next steps to advance as an age- and disability-friendly community.

Past Council Actions
The following past council actions relate to this item:

Meeting Date Description
02/27/2024
(Attachment D)
City Council authorized acceptance of California Department of Aging Local Aging and Disability Planning grant funds as part of the 2023-24 Mid-Year Budget Update
04/23/2024
(Attachment E)
City Council awarded a Contract for Aging and Disability Strategic Planning Consulting Services to Elizabeth
Anderson Consulting

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Discussion
This Plan sets out achievable goals to accomplish in the next three years and reflects the needs and recommendations of the community, based on a focus-group of community members who helped shape every stage of Plan development.

Overview of Process
Project Launch: In November 2023, Santa Monica secured a grant from CDA to develop the Plan. In early summer 2024, the City: (1) awarded a contract to Elizabeth Anderson Consulting (EAC) to facilitate the planning process; (2) formally partnered with the Disability Community Resource Center and WISE & Healthy Aging to support the project; and (3) joined the AARP Network of Age-Friendly States and Communities (Attachment F), as required by CDA.

Advisory Committee Formation: In summer 2024, the City conducted a robust outreach campaign to recruit applicants to the Advisory Committee (“Committee”), which resulted in 31 applications from community members. In October 2024, a review panel selected 16 Committee members for their lived experience, professional expertise, and intersectional perspectives. The review panel included representatives from the Human Services Commission, Disabilities Commission, Equity and Inclusion Team, HHS, and EAC.

Plan Advisory Committee – 16 Seats
Community Members (8) Appointed Members (8)
- Aging Expertise (2)
- Disabilities Expertise (2)
- Caregiver Expertise (1)
- Regional Programs (1)
- General Expertise (2)
- Human Services Commission (1)
- Disabilities Commission (1)
- WISE & Healthy Aging (1)
- Disability Community Resource Center (1)
City staff (4): Department of Transportation, Housing
& Human Services Department, Recreation & Arts
Department, and Fire Department
Designing and Conducting the Community Needs Assessment: The Committee designed the needs assessment using a combination of publicly available data

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(Attachment G), lived expertise, and the World Health Organization’s Domains of Livability (Attachment H) framework, which represents the essential elements of a livable community. Assessment tools and activities were developed in collaboration with the Committee including a survey (Attachment I), focus groups, and a community open house.

From February 17 to April 1, 2025, the City promoted the needs assessment through press releases, social media, paid ads, e-blasts, multilingual flyers, and a project webpage. Information was offered in English, Spanish, Farsi, and Russian. Outreach was amplified by City departments, Commissions, nonprofit partners, regional agencies, and stakeholders identified by the Committee to ensure diverse voices were engaged.

Nearly 70% of survey respondents positively rated Santa Monica as an age- and disability-friendly city. However, community feedback also revealed a strong sense of vulnerability across the Domains of Livability, with the most pressing being housing stability, mobility, and access to information and support services. See the Plan (Attachment A) for needs assessment findings.

Developing Plan Goals: The Committee reviewed the assessment results to develop the Plan goals which were then vetted with relevant City departments to ensure they were realistic, high-impact, and achievable within the three-year implementation period. In June 2025, the Committee unanimously endorsed the Plan. The goals are organized in five themes of community livability informed by overlapping community needs, the Domains of Livability framework, and the intersectionality of the city and community programs:

1. Mobility, Access, & Inclusive Public Spaces: Improve streets, public spaces, and transit to support safe, accessible mobility for older adults and people with disabilities, day and night.

2. Connected & Resilient Community: Strengthen community by expanding social connections, volunteerism, and support systems.

3. Coordinated Communication & Outreach: Provide timely, clear, and multilingual information through both digital and traditional channels.

4. Housing Stability & Affordability: Expand affordable housing and improve

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access to resources that help residents of all ages and abilities to remain stably housed.

5. Inclusive Emergency Preparedness: Boost community resilience through preparedness education, neighborhood support, and inclusive emergency services.

Implementation
Following receipt by City Council, a three-year implementation will begin in early 2026.

HHS will convene a collaborative of City departments, community organizations, and stakeholders with lived experience to coordinate efforts, align with other City initiatives, and monitor progress. The implementation collaborative will set annual workflows, identify budgetary needs and funding strategies, set performance measures, and provide regular updates to the public through the City website, social media, commission meetings, and Council reports. HHS will work with the City Manager’s Office to ensure Plan implementation responds to shifting federal policies that affect vital programs for older adults, people with disabilities, and caregivers. At the end of the three years, the City will evaluate outcomes and submit a progress report to AARP as part of its membership in the Network of Age-Friendly States and Communities (Attachment J).

Environmental Review
The receiving of the Plan is exempt from CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines. This is covered by the common-sense exemption which states that CEQA does not apply, “where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” The plan is administrative and programmatic in nature and provides the City with a framework for establishing an aging and disability strategic plan. Therefore, it can be seen with certainty that the plan would not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

Financial Impacts and Budget Actions
There is no immediate financial impact or budget action necessary as a result of the

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recommended actions. Staff will return to Council if specific budget actions are required during the three-year implementation period.

Relevant City departments thoroughly discussed the resources needed to accomplish each goal and believe they are achievable within the three-year implementation period by strategically directing staff time and allocating existing resources, incorporating needs into planned budget requests, and actively monitoring for external funding sources to bring new resources to the community.

Prepared By: Alana Riemermann, Senior Human Services Analyst Approved Forwarded to Council
Attachments:

A. Attachment A: Santa Monica Aging and Disability Action Plan B. Attachment B: California Department of Aging Local Aging & Disability Action Planning (LADAP) Grant Program (Web Link)
C. Attachment C: Community Assets by Domain of Livability D. Attachment D: City Council authorized acceptance of Local Aging and Disability Planning grant funds as part of the 2023-24 Mid-Year Budget Update (Web Link) E. Attachment E: Award a Contract for Aging and Disability Strategic Planning Consulting Services to Elizabeth Anderson Consulting
F. Attachment F: City Membership in AARP Network of Age-Friendly Communities - Mayor’s Letter of Commitment
G. Attachment G: Community Demographics Summary
H. Attachment H: World Health Organization’s Domains of Livability (Web Link) I. Attachment I: Santa Monica Aging and Disability Action Plan Community Survey J. Attachment J: AARP Network of Age-Friendly States and Communities (Web Link)
K. Written Comments
L. PowerPoint Presentation

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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 theofficial 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 SantaMonica.

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, theCity compiles and maintains certain information. That information includes the name of any personorpersons whois seeking a “publicbenefit.” If the“public benefit” is sought by an entity, ratherthan an individual person, the information includes the nameof everyperson 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.

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Packet Pg. 209 Attachment: Attachment D - Elizabeth Anderson Consulting Oaks Initiative Form (7404 : Elizabeth Anderson Consulting)

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-monthperiod;

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 inany 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:

Permit #
FOR CITY USE ONLY:

Bid/PO/Contract #

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Packet Pg. 210 Attachment: Attachment D - Elizabeth Anderson Consulting Oaks Initiative Form (7404 : Elizabeth Anderson Consulting) City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

CALIFORNIA LEVINE ACT DISCLOSURE
The Levine Act prohibits City Officers from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $500 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.

Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal.

Code Regs. Section 18438.1, which states:

An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or (4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.

A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form. https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
https://www.smgov.net/boards/
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________ Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.

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Packet Pg. 211 Attachment: Attachment E - Elizabeth Anderson Consulting - Levine Act Disclosure (7404 : Elizabeth Anderson Consulting) City of Santa Monica Levine Act Disclosure Form
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.

By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.

I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIATHAT THE FOREGOING IS TRUEAND CORRECT.

Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:

Please note this form is a public record and subject to a California Public Records Act request.

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Packet Pg. 212 Attachment: Attachment E - Elizabeth Anderson Consulting - Levine Act Disclosure (7404 : Elizabeth Anderson Consulting) SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

State law requires a party to a proceeding to disclose any contributions exceeding an aggregate $500 that the party and their agents have made to an officer of the City within the preceding 12 months. The Disclosure Form is intended to assist City officials with recognizing when they have an obligation to disclose and recuse themselves, and to aid parties with their disclosure obligations.

1. To what sort of proceedings is the disclosure form applicable? The Levine Act applies to all discretionary entitlements and contracts, with the exception of labor contracts, personal employment contracts, and contracts that must be awarded to the lowest responsive/responsible bidder. It does not apply to ministerial approvals.

For instance, the Levine Act applies to the following:
• Building and development permits
• Conditional use permits
• Contracts generally (unless an exception applies):
o Real property contracts for purchase, sale, lease
o Contract amendments
o Settlement agreements
o Contracts for goods, services, professional services that are not awarded pursuant to a competitive process
• Public street abandonments
• Private development plans
• Professional license revocations
• Rezoning of specific real estate parcels
• Event permits
• Rulemaking procedures affecting a particular industry where only a small number of businesses are affected
• Special district formation proceedings involving the creation of a special use or benefit to the person in the district
• Tentative subdivision and parcel maps

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• Zoning variances
• Vacation of a public easement across private property • Pre-applications, such as for General Plan Amendment, considered by the legislative body prior to filing of formal application
• Contracts entered under the City Manager’s Authority
• Closed session items that may result in a contract/settlement agreement approved by Council (real estate or litigation)
It does not apply to:
• Contracts under $50,000
• Contracts where no party receives financial compensation • Contracts between two or more public agencies
• Competitively bid contracts that are required by law, agency policy, or agency rule to be awarded pursuant to a competitive process
• Purely ministerial decisions
• General policy decisions or rules where the interests affected are many and diverse
• Ordinances and resolutions (except items like development agreements adopted by ordinance)
• Ballot measures
• Departmental policies
• Council rules
• Labor contracts and project labor agreements
• Personal employment contracts
• Allocation of resources in the City budget

2. Who is required to disclose?
A “party” to a proceeding is any person who files an application for, or is the subject of, a proceeding. In general, a person or company who applies for a permit, license, or right to use property in a particular way, which requires the City’s discretionary approval, will qualify as a party.

Parties are also required to disclose contributions by their agents. An “agent” is someone who (1) represents a party to a proceeding for compensation; and (2) appears before or otherwise communicates with the City for the purpose of influencing the pending proceeding. This can include law firms, architects, engineers, consultants, and similar entities. Both the individual and their employer or firm are considered “agents.” A party should also disclose contributions of other entities majority owned by the party, as well as contributions of any other entity whose contributions it directs or controls.

3. What must be disclosed?
A party must disclose campaign contributions over $500 made in the prior twelve months.

A “contribution” is anything of value for which the party has not received full consideration, including money, nonmonetary items, payments made for advertising or

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other expenses coordinated with a candidate or committee, loans, tickets to political fundraisers, etc.

4. Who is considered an officer of the City?
An “officer” is anyone who may make, participate in making, or attempt to influence a decision in the proceeding or who exercises authority over officers who may do so. This includes elected officials, members of appointed boards and commissions, the City Manager, and any individual who is a candidate for elected office or who has been a candidate in the twelve months prior to the decision. This definition is included on the Disclosure Form.

5. When should the disclosure occur?
The Disclosure Form must be completed (1) by a party to a contract with the City (or that party’s agent) at the time the party submits a response to a Request for Proposal or other competitive solicitation, enters into contract negotiations with the City, or executes a contract with the City, whichever is earliest; or (2) by a party to a license, permit, or other entitlement proceeding before the City at the time the party (or their agent) submits the license, permit, or entitlement application to the City. The party (or their agent) must submit a supplemental form if they make any new reportable contributions while the same contract, license, permit, or other entitlement is being considered. The party (or their agent) must also use the form if they need to correct any previously submitted form.

Parties are solely responsible for completing the form accurately, and could face penalties for failure to do so. The California Fair Political Practices Commission (FPPC) is the body who enforces violations of the Levine Act. If a party is uncertain about whether they are required to report or combine a contribution, they should consult with their attorney.

Nothing herein constitutes legal advice and individuals are urged to consult with their own attorney regarding the requirements of the law. To the extent there is any inconsistency, the language of the Levine Act and FPPC Regulations govern over this notice. Resources for officers, parties, participants, and agents, are available on the FPPC’s website at https://www.fppc.ca.gov/learn/pay-to-play-limits-and-prohibitions.html

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Report
City Council Meeting: December 16, 2025
Agenda Item: 4.D
1 of 4
To: Mayor and City Council
From: Natalie Verlinich, Acting Director, Housing and Human Services Department Subject: Approval of Third Modification of Grant Agreement for Haven Neighborhood Services for Emergency Financial Assistance Services for the Housing and Human Services Department
Recommended Action
Staff recommends that City Council:

1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;

2. Authorize the City Manager to negotiate and execute a third modification to agreement #11433 (CCS) in an amount of $250,000 with Haven Neighborhood Services, for emergency financial assistance services for the Housing and Human Services Department. This will result in a four-year amended agreement with a new total amount not to exceed $804,173, with future funding contingent upon Council budget approval.

Executive Summary
The Human Services Grants Program (HSGP) funds an array of social service safetynet programs for vulnerable and underserved individuals and families in Santa Monica.

Haven Neighborhood Services’ (Haven) Beyond the Bank program is one of the programs funded for the Fiscal Year (FY) 2023-27 HSGP grant cycle and offers financial empowerment services to address immediate crises and promote long-term stability. Their emergency financial assistance service, which began in September 2025, provides direct relief to low-income participants experiencing economic hardship and who are federally ineligible for public social service benefits, helping stabilize them and prevent homelessness. Haven has fully expended the funds for this service, despite continued need and increased demand, therefore staff recommends the City of Santa

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Monica (City) modify its agreement with the agency to increase by $250,000 the grant funds allocated for FY2025-26 to continue and expand emergency financial assistance services.

Background
The HSGP is administered through the Housing and Human Services Department’s (HHS) Human Services Division (HSD) and provides over $10 million annually to local non-profit agencies operating in Santa Monica to help keep vulnerable residents healthy, stable, and housed. The funding recommendations for the FY2023-27 HSGP grant cycle resulted from formal request for proposal (RFP) #336, and were approved by City Council on May 9, 2023, funding 21 programs operated by 18 agencies.

Haven’s Beyond the Bank program is one of 21 programs currently receiving HSGP funding. Beyond the Bank is a financial empowerment program that addresses immediate financial crises and promotes long-term stability through (1) individual financial coaching, (2) financial literacy workshops, (3) Volunteer Income Tax Assistance (VITA), (4) case management for victims of fraud and identify theft, and, more recently,(5) emergency financial assistance for residents that are ineligible for federal social service benefits and being negatively impacted by the policies of the federal administration. The program operates out of Virginia Avenue Park and works in close partnership with the other HSGP-funded agencies and the City’s HHS Department.

Haven introduced their emergency financial assistance service in September 2025 to provide direct, immediate relief to participants experiencing economic hardship. This service largely supports families and individuals whose income has been negatively impacted by the federal Immigration and Customs Enforcement (ICE) raids. Haven staff work closely with each participant to help stabilize them and prevent homelessness by providing direct financial assistance and referrals to supportive services. Individuals with ongoing needs are assessed by Haven in partnership with City staff. The current funding modification request aligns with Haven’s original scope of providing financial

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empowerment services to vulnerable communities and meets the growing need for financial assistance due to the ICE raids.

Past Council Actions
Meeting Date Description
05/09/2023
(Attachment A)
Authorize grant agreement with Haven Neighborhood
Services following RFP process.

Discussion
With continued and unpredictable ICE presence in Santa Monica and across Los Angeles County, where many Santa Monica residents work, the demand for emergency financial assistance has persisted and increased. Therefore, staff recommends the City modify its agreement with Haven Neighborhood Services to increase by $250,000 the grant funds allocated for FY 2025-26 to continue and expand emergency financial assistance services. Funding for the expansion will come from the California Department of Housing and Community Development’s (HCD) Prohousing Incentive Program (PIP), from which the City was awarded a $1 million grant on July 8, 2024. The PIP funds are broad in scope and HCD staff confirmed this is an eligible use because Haven’s emergency financial assistance service aims to assist people at risk of homelessness.

Environmental Review
This agreement modification is exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) (Common Sense Exemption) of the CEQA Guidelines, which states that CEQA does not apply, “where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” The modified agreement will provide administrative programming.

Therefore, it can be seen with certainty that the agreement will not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

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Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Miscellaneous Grants Fund to increase the agreement amount with Haven Neighborhood Services.

Agreement Modification Request
Agreement #
/ Vendor Funding Source
Current
Authorized
Amount
(FY 2023-27)
FY 2025-26
Modified
Request
Amount Dept / Account #
Total
Revised
Contract
Amount
11433 - Haven
Neighborhood
Services
General
Fund
HSGP $479,173 - HHS/01420006.556000.91927 $554,173 ARPA* $75,000 - HHS/01420002.556550 Miscellaneous
Grants Fund PIP - $250,000 HHS/20420002.555735 $250,000 TOTAL $554,173 $250,000 $804,173
*These are General Fund dollars that were inadvertently labeled as American Rescue Plan Act (ARPA).

Future funding is contingent on Council budget approval.

Prepared By: Nicole Liner-Jigamian, Human Services Administrator – Fiscal Approved Forwarded to Council
Attachments:

A. Attachment A 2023-27 Human Services Grants Program (HSGP) Funding Recommendations (Web Link)
B. Haven Levine Act Disclosure Form

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City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

CALIFORNIA LEVINE ACT DISCLOSURE
The Levine Act prohibits City Officers from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $500 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.

Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal.

Code Regs. Section 18438.1, which states:

An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or (4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.

A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form. https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
https://www.smgov.net/boards/
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________ Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.

4.D.b
Packet Pg. 220 Attachment: Haven Levine Act Disclosure Form (7421 : Haven Neighborhood Services Contract (3rd Modification)) City of Santa Monica Levine Act Disclosure Form
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.

By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.

I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIATHAT THE FOREGOING IS TRUEAND CORRECT.

Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:

Please note this form is a public record and subject to a California Public Records Act request.

4.D.b
Packet Pg. 221 Attachment: Haven Levine Act Disclosure Form (7421 : Haven Neighborhood Services Contract (3rd Modification)) SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

State law requires a party to a proceeding to disclose any contributions exceeding an aggregate $500 that the party and their agents have made to an officer of the City within the preceding 12 months. The Disclosure Form is intended to assist City officials with recognizing when they have an obligation to disclose and recuse themselves, and to aid parties with their disclosure obligations.

1. To what sort of proceedings is the disclosure form applicable? The Levine Act applies to all discretionary entitlements and contracts, with the exception of labor contracts, personal employment contracts, and contracts that must be awarded to the lowest responsive/responsible bidder. It does not apply to ministerial approvals.

For instance, the Levine Act applies to the following:
• Building and development permits
• Conditional use permits
• Contracts generally (unless an exception applies):
o Real property contracts for purchase, sale, lease
o Contract amendments
o Settlement agreements
o Contracts for goods, services, professional services that are not awarded pursuant to a competitive process
• Public street abandonments
• Private development plans
• Professional license revocations
• Rezoning of specific real estate parcels
• Event permits
• Rulemaking procedures affecting a particular industry where only a small number of businesses are affected
• Special district formation proceedings involving the creation of a special use or benefit to the person in the district
• Tentative subdivision and parcel maps

4.D.b
Packet Pg. 222 Attachment: Haven Levine Act Disclosure Form (7421 : Haven Neighborhood Services Contract (3rd Modification))

• Zoning variances
• Vacation of a public easement across private property • Pre-applications, such as for General Plan Amendment, considered by the legislative body prior to filing of formal application
• Contracts entered under the City Manager’s Authority
• Closed session items that may result in a contract/settlement agreement approved by Council (real estate or litigation)
It does not apply to:
• Contracts under $50,000
• Contracts where no party receives financial compensation • Contracts between two or more public agencies
• Competitively bid contracts that are required by law, agency policy, or agency rule to be awarded pursuant to a competitive process
• Purely ministerial decisions
• General policy decisions or rules where the interests affected are many and diverse
• Ordinances and resolutions (except items like development agreements adopted by ordinance)
• Ballot measures
• Departmental policies
• Council rules
• Labor contracts and project labor agreements
• Personal employment contracts
• Allocation of resources in the City budget

2. Who is required to disclose?
A “party” to a proceeding is any person who files an application for, or is the subject of, a proceeding. In general, a person or company who applies for a permit, license, or right to use property in a particular way, which requires the City’s discretionary approval, will qualify as a party.

Parties are also required to disclose contributions by their agents. An “agent” is someone who (1) represents a party to a proceeding for compensation; and (2) appears before or otherwise communicates with the City for the purpose of influencing the pending proceeding. This can include law firms, architects, engineers, consultants, and similar entities. Both the individual and their employer or firm are considered “agents.” A party should also disclose contributions of other entities majority owned by the party, as well as contributions of any other entity whose contributions it directs or controls.

3. What must be disclosed?
A party must disclose campaign contributions over $500 made in the prior twelve months.

A “contribution” is anything of value for which the party has not received full consideration, including money, nonmonetary items, payments made for advertising or

4.D.b
Packet Pg. 223 Attachment: Haven Levine Act Disclosure Form (7421 : Haven Neighborhood Services Contract (3rd Modification))

other expenses coordinated with a candidate or committee, loans, tickets to political fundraisers, etc.

4. Who is considered an officer of the City?
An “officer” is anyone who may make, participate in making, or attempt to influence a decision in the proceeding or who exercises authority over officers who may do so. This includes elected officials, members of appointed boards and commissions, the City Manager, and any individual who is a candidate for elected office or who has been a candidate in the twelve months prior to the decision. This definition is included on the Disclosure Form.

5. When should the disclosure occur?
The Disclosure Form must be completed (1) by a party to a contract with the City (or that party’s agent) at the time the party submits a response to a Request for Proposal or other competitive solicitation, enters into contract negotiations with the City, or executes a contract with the City, whichever is earliest; or (2) by a party to a license, permit, or other entitlement proceeding before the City at the time the party (or their agent) submits the license, permit, or entitlement application to the City. The party (or their agent) must submit a supplemental form if they make any new reportable contributions while the same contract, license, permit, or other entitlement is being considered. The party (or their agent) must also use the form if they need to correct any previously submitted form.

Parties are solely responsible for completing the form accurately, and could face penalties for failure to do so. The California Fair Political Practices Commission (FPPC) is the body who enforces violations of the Levine Act. If a party is uncertain about whether they are required to report or combine a contribution, they should consult with their attorney.

Nothing herein constitutes legal advice and individuals are urged to consult with their own attorney regarding the requirements of the law. To the extent there is any inconsistency, the language of the Levine Act and FPPC Regulations govern over this notice. Resources for officers, parties, participants, and agents, are available on the FPPC’s website at https://www.fppc.ca.gov/learn/pay-to-play-limits-and-prohibitions.html

4.D.b
Packet Pg. 224 Attachment: Haven Levine Act Disclosure Form (7421 : Haven Neighborhood Services Contract (3rd Modification)) City Council
Report
City Council Meeting: December 16, 2025
Agenda Item: 4.E
1 of 4
To: Mayor and City Council
From: Dana Brown, Human Resources Director, Human Resources Department Subject: Approval of Second Modification to Professional Services Agreement with USMD Direct Inc. and Pacific Harbor Medical Group Inc. for Occupational Medical Testing Program Services
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines; and

2. Authorize the City Manager to negotiate and execute a second modification to agreement #3940 in the amount of $138,000 with Pacific Harbor Medical Group Inc. for occupational medical testing services for the Human Resources Department. This will result in a 23-month amended agreement with a new total amount not to exceed $369,850, with future year funding contingent on Council budget approval.

Summary
Pacific Harbor Medical Group Inc. provides Occupational Medical Testing Program (OMTP) services for current employees and new hires. Staff recommends extending the contract for an additional six months through June 30, 2026, to allow for additional time to complete a Request for Proposals (RFP) process and award contracts for future OMTP services.

Background
Pacific Harbor Medical Group Inc. provides Occupational Medical Testing Program (OMTP) services to protect employees from on-the-job health and safety risks through physicals, testing, and preventative health measures.

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The Human Resources Department manages the OMTP with assistance from operating departments and relies on private medical providers to carry out the testing required by the program. To comply with state and federal regulations, the City of Santa Monica (City) is required to provide employees in certain classifications with the following services: commercial driver medical examinations, Police Officer Standards and Training (POST) medical examinations, hazmat physicals, tuberculosis screenings, respirator medical clearance, and various vaccinations. In addition, as part of the OMTP program, all job candidates offered employment in physically demanding positions undergo a preemployment physical exam.

In June 2023, the City entered a five-year contract with Westchester Medical Group following the administration of an RFP process. Westchester Medical Group had been the City’s OMTP provider since 2009. Westchester Medical Group shuttered its operations in February 2024 without providing the City with sufficient advanced notification, which required the City to quickly retain services from another provider. On June 3, 2024, the Human Resources Department received authority approval for an exception to the competitive process (2.24.250.g) section of the Municipal Code and awarded Pacific Harbor Medical Group Inc. a contract to provide critical preemployment OMTP services for an amount not to exceed $95,000. The City reached the $95,000 limit earlier than anticipated due to an unforeseen increase in the need for such services.

In June 2024, the Human Resources Department received authority approval to modify agreement #3940 in the amount not to exceed $231,850, which provided for an additional $136,850 in funds to be used through December 31, 2025.

Discussion
The Human Resources Department recommends a second modification to the agreement #3940 in the amount not to exceed $369,850 which will provide an additional $138,000 in funds to be used through June 30, 2026. The estimated additional expenditure is based on past monthly cost experience with the highest monthly spend at $20,930 and adding a 10% contingency. The proposed amendment would result in a new total contract amount not to exceed $369,850 and would extend the contract term

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for six months through June 30, 2026, to allow for additional time to complete a RFP process and award associated contracts.

Environmental Review
The agreement for ongoing classification and compensation services is exempt pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines, which states that CEQA does not apply, where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. The agreement would provide medical exams for the City in El Segundo, California, and would not result in physical effects.

Therefore, it can be seen with certainty that the contract would not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

Past Council Actions
Meeting Date Description
06/24/2025
(attachment A)
Staff Report 7141 for Approval of Modification of Agreement with PACIFIC HARBOR MEDICAL GROUP INC. for
Occupational Medical Testing Program Services
07/07/2025
(attachment B)
First Modification of Agreement
Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Self-Insurance, Workers’ Compensation Fund to increase the amount of the contract with Pacific Harbor Medical Group Inc. to provide occupational medical testing services. Although the SelfInsurance, Workers’ Compensation Fund incurs the initial charges, it is subsequently reimbursed by the other funds through their annual premium charges.

Contract Modification Request
Agreement
#
Current
Authorized
Amount
FY 2025-26
Modified
Request
Amount
Dept Account # Total
Revised
Contract
Amount

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3940 $231,850 $138,000 74800002.552010 $369,850
Future year funding is contingent on Council budget approval.

Prepared By: Jennifer Garcia, Benefits Administrator
Approved Forwarded to Council
Attachments:

A. A - PHMG Staff Report 1st Modification
B. B - Pacific Harbor Medical Group PSA
C. Exhibits A-A9
D. Exhibit Pricing
E. SM Levine Act Disclosure 2025
F. SM Oaks Initiative 2025
G. Pacific Harbor Medical Group 1st Modification

4.E
Packet Pg. 228
 



 



 
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Packet Pg. 229 Attachment: A - PHMG Staff Report 1st Modification (7427 : Approval of Modification of Agreements for OMTP) 






 





 
 

 



 







  












  

 

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4.E.a
Packet Pg. 231 Attachment: A - PHMG Staff Report 1st Modification (7427 : Approval of Modification of Agreements for OMTP) 1 Rev. October 2023
FIRST MODIFICATION OF AGREEMENT NO. 11727 (CCS)
This First Modification of Agreement Number 11727 (CCS) (“First Modification”), entered into as of 7/7/2025 (“Execution Date”), by and between the City of Santa Monica, a municipal corporation (“City”), and PACIFIC HARBOR MEDICAL GROUP INC. Corporation (PACIFIC HARBOR MEDICAL GROUP INC.) is made with reference to the following:

RECITALS
A. On or about August 15, 2024, the City and Pacific Harbor Medical Group Inc. entered into Agreement Number 11727 (CCS) for medical exam and testing services set forth below in compliance with the applicable laws, regulations, and City directives:

1. Pre-employment Physical Exams (Exhibit A-1)

2. Drug and Alcohol Screening (Exhibit A-2)

3. DMV Commercial Driver Testing (Exhibit A-3)

4. Sworn Fire Department Personnel Physicals (Exhibit A-4)

5. HazMat Testing (Exhibit A-5)

6. Fit for Duty/Return to Duty Exams (Exhibit A-6)

7. Executive/Professional Physical Exams (Exhibit A-7)

8. Vaccinations & Tuberculosis (TB) Testing (Exhibit A-8)

9. Respirator Testing (Exhibit A-9)
B. The City and PACIFIC HARBOR MEDICAL GROUP INC. desire to modify the Original Agreement to extend the agreement term for six months through December 31, 2025, and increase funding resulting in new total contract amount not to exceed $231,850.

TERMS AND CONDITIONS
Now, therefore, the undersigned parties do hereby mutually agree to modify the Original Agreement as follows:

1. Section 1 of the Original Agreement entitled “Term” shall be deleted in its entirety and replaced with the following paragraph:

Term. This Agreement begins on the Execution Date and terminates on December 31, 2025, unless terminated earlier as set forth in the Original Agreement or extended by the parties in writing.

2. Section 4 of the Original Agreement entitled “Compensation” shall be modified by adding the following paragraph:

Compensation. The City will compensate PACIFIC HARBOR MEDICAL GROUP INC. for the Additional Services in an amount not to exceed Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 232 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for OMTP) 2 Rev. October 2023
$136,850, as set forth in Exhibit B. The total agreement price for services pursuant to the Original Agreement and this First Modification shall not exceed $231,850.

3. Exhibits A and Exhibit B are attached hereto and incorporated herein by this reference.

4. Execution in Counterparts. This First Modification may be executed in counterparts with the same effect as if both parties hereto had executed the same document. All counterparts shall be construed together and shall constitute a single modification. Any signature to this First Modification transmitted electronically through DocuSign or PDF shall be deemed an original signature and be binding upon the parties hereto (it being agreed that such electronic signature shall have the same force and effect as an original signature).

5. Except as expressly modified by this First Modification, all other terms and conditions of the Original Agreement shall be and remain in full force and effect.

IN WITNESS WHEREOF, the parties have executed this First Modification as of the date and year first written above.

ATTEST:

CITY OF SANTA MONICA,
a municipal corporation
Elaine Polachek
Interim City Manager
City of Santa Monica
APPROVED AS TO FORM:

DOUGLAS SLOAN
City Attorney

CITY ATTORNEY
By:

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C City Clerk
City of Santa Monica
Nikima Newsome

4.E.b
Packet Pg. 233 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for OMTP) 3 Rev. October 2023
By:

Peter Mikhail
Medical Director, DO
Pacific Harbor Medical Group
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 234 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for OMTP) Exhibit A
Scope of Services
PACIFIC HARBOR MEDICAL GROUP INC. will perform the following services for the City:

Medical Exams: PACIFIC HARBOR MEDICAL GROUP INC. will provide the medical exam and tesƟng services set forth below in compliance with the applicable laws, regulaƟons, and City direcƟves:
a) Pre-employment Physical Exams (Exhibit A-1)
b) Drug and Alcohol Screening (Exhibit A-2)
c) DMV Commercial Driver TesƟng (Exhibit A-3)
d) Sworn Fire Department Personnel Physicals (Exhibit
A-4)
e) HazMat TesƟng (Exhibit A-5)
f) Fit for Duty/Return to Duty Exams (Exhibit A-6)
g) Executive/Professional Physical Exams (Exhibit A-7)
h) VaccinaƟons & Tuberculosis (TB) TesƟng (Exhibit A-8) i) Respirator TesƟng (Exhibit A-9)
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 235 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-1:Preemployment Physical Exam Testing Requirements The City has established seven pre-employment physical testing categories (see chart below) to address the varying physical demands of the job classifications subject to testing. City Human Resources will coordinate with the medical provider to identify the correct exam and any accompanying testing (e.g., drug/alcohol test, medical clearance for fit test, etc.) and provide candidate with pre-employment physical packet to bring to exam.

Test Components Test 1 Test 2 Test 3 Test 4 Test 5 Test 6 Test 7 Desk/Field Manual Labor DMV DL 51 (d) Sworn Fire Sworn Police POST Dispatchers HazMat Tech City Medical History Questionnaire X X
DL 51 Medical History Questionnaire X
POST Medical History Questionnaire -- Sworn Police Officers X POST Medical History Questionnaire -- Public Safety Dispatchers X Fire Medical History Questionnaire (use OSHA Respirator Questionnaire) X HazMat Medical History Questionnaire (use OSHA Respirator Questionnaire) X Occupational History & Exposure Review X
Fitness to Work Wearing PPE Determination X
Basic Physical (a) X X (b) X X
Expanded Basic Physical (c) X X X
Vision & Color Screen X X X X X X X
Hearing Screen X X X X X X X
Resting EKG (12 Leads) X X X
Treadmill Stress Test X X X (e)
Chemistry Panel (electrolytes, renal function, liver function & glucose) X X X CBC (white blood count, red blood count & platelets) X X X Urinalysis X X X X
Spirometry X X X
Chest X-Ray -- PA & Lateral X X X
Other Lab Tests (at discretion of physician based on occupational exposure history) X a) Basic Physical Components: c) Basic Physical Components, plus:
* Height & weight * a more comprehensive head, eyes, ears, nose and throat exam * Blood pressure * a more comprehensive abdomen exam
* Pulse rate * a more comprehensive musculoskeletal check * Lung & chest check * a neck exam
* Head, eyes, ears, nose & throat check * an inguinal hernia check * Abdomen check
* Nervous system check (i.e., reflexes, gate) c) Physician must be listed on the National Registry of Certified Medical Providers * Musculoskeletal check
* Flexibility & range of motion d) At discretion of physician b) Basic Physical Components plus inguinal hernia check Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 236 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-2: Drug & Alcohol TesƟng Requirements
The City uses both regulated (DOT) and unregulated (Non DOT) drug and alcohol tests to administer its Drug and Alcohol TesƟng Program. Protocols Westchester will be expected to adhere to are idenƟfied below.

US Department of TransportaƟon (DOT) Drug & Alcohol TesƟng I. Drug TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40, Part 655 and Part 382 * Specimen Type: urine
The drug panel includes:
* marijuana
* cocaine
* amphetamines/methamphetamines
* PCP
* opiates (derived from poppy: e.g., heroin, morphine, codeine) * Contractor will use the Federal Drug TesƟng Custody and Control Form to process specimen * MRO will review test results and report outcome to City in compliance with DOT regulaƟons II. Alcohol TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40, Part 655, and Part 382 * Specimen Type: breath
* Approved evidenƟal breath tesƟng devices will be used to screen and confirm specimens * Collector will use the DOT Alcohol TesƟng Form to record test results * Collector will report test results to City in compliance with DOT regulaƟons Non DOT Drug & Alcohol TesƟng
I. Drug TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40 with two excepƟons❶ * Specimen Type: urine
This panel includes:
* cocaine
* amphetamines/methamphetamines
* PCP
* opiates (derived from poppy: e.g., heroin, morphine, codeine) * barbiturates
* benzodiazepines
* methaqualones
* methadone
* Contractor will use a 5 Part Drug TesƟng Custody and Control Form to process specimen * NegaƟve test results will be reported to City in compliance with City policies * MRO will review posiƟve test results and report outcome to City in compliance with DOT regulaƟons ❶ a) drug panel composiƟon includes 8 specimens (as opposed to 5), and b) an MRO is used to review posiƟve test results only (as opposed to posiƟve and negaƟve test results).

II. Alcohol TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40 with one excepƟon ❷ * Specimen Type: breath
* Approved evidenƟal breath tesƟng devices will be used to screen and confirm specimens * Alcohol TesƟng Forms will be used to record test results * Contractor will report test results to City in compliance with DOT regulaƟons ❷ Non DOT Alcohol TesƟng Forms will be used to report results Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 237 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-3: DMV Commercial Driver Testing Requirements All commercial drivers in the City are required to undergo a DL51 medical evaluation every two years. The exam components for the test are listed in the chart below.

Test ComponentsDL 51 Medical History QuestionnaireBasic PhysicalInguinal Hernia CheckVision & Color Screen Hearing Screen Urinalysis Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C 4.E.b Packet Pg. 238
Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-4: Sworn Fire Personnel Physical Exam Requirements The City requires its sworn firefighters, with the exception of the Fire Chief, to undergo a standard physical (Firefighter 1) or comprehensive physical (Firefighter 2) every two years (see charts below). The exam type is dictated by age (a); both exams contain optional components the employee can opt to select or decline. The City will advise medical provider of desired exam and optional components when scheduling exam, and provide employee with appropriate materials to bring to exam. (a) -- Exam Schedule:
* All sworn firefighter personnel (with exception of Fire Chief) between the ages of 20 and 39 are required to undergo a FF1 Physical every two years * All sworn firefighter personnel (with exception of Fire Chief) between the ages of 40 and 49 are required to undergo a physical every two years -- alternating between the FF1 and FF2 Physicals (i.e., over a four year period, each employee will undergo one FF1 Physical and one FF2 Physical) * All sworn firefighter personnel (with exception of Fire Chief) age 50 or older are required to undergo a FF2 Physical every two years Firefighter 1 (FF1) Physical Test Components Firefighter 2 (FF2) Physical Test Components Mandatory Components: Mandatory Components:

Expanded Basic Physical (c) Expanded Basic Physical (c) Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Chemistry Panel (electrolytes, renal function, liver function & glucose) Resting EKG (12 Leads) CBC (white blood count, red blood count & platelets) Treadmill Stress Test Urinalysis Chemistry Panel (electrolytes, renal function, liver function & glucose) Spirometry CBC (white blood count, red blood count & platelets) TB Test Urinalysis
Optional Components (b): Spirometry
Vaccinations (c) TB Test
Glaucoma Screen Optional Components (b):
(b) Employees can choose to request or reject "optional" tests/vaccinations Vaccinations (c) (c) Tdap, MMR, Varicella, & Hep A and B or Twinrix Glaucoma Screen Lipid Panel (cholesterol)
Thyroid Panel
Chest X-Ray -- PA & Lateral
Colon Cancer Screen
Genital Cancer Screen offered
* Male: genitals, rectum & prostrate
* Female: pelvic exam and pap smear
(b) Employees can choose to request or reject "optional" tests/vaccinations (c) Tdap, MMR, Varicella, & Hep A and B or Twinrix
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 239 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-5: HazMat Testing Requirements
All HazMat Team members are required to undergo testing before placement in the assignment, annually while in the assignment, and at the termination of assignment. The exam components for the baseline test and annual/final test are located in Charts 1 & 2 below.

Annual Firefighter Physicals will be combined with HazMat exams in the years that both exams are required (see Charts 3 & 4 below).

The City will advise medical provider of desired exam and optional components when scheduling exam, and provide employee with appropriate materials to bring to exam.

Chart 1 Chart 2
HazMat Exam -- Baseline Test Components HazMat Exam -- Annual / Final Test Components Medical History Questionnaire Review (use OSHA respirator questionnaire) Medical History Questionnaire Review (use OSHA respirator questionnaire) Occupational History & Exposure Review Exposure Review
Fitness to Work Wearing PPE Determination Fitness to Work Wearing PPE Determination Expanded Basic Physical Expanded Basic Physical
Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Resting EKG (12 Leads) Resting EKG (12 Leads)
Treadmill Stress Test (at discretion of physician) Treadmill Stress Test (at discretion of physician) Spirometry Spirometry
Chest X-Ray -- PA & Lateral Chest X-Ray -- PA & Lateral Chemistry Panel (electrolytes, renal function, liver function & glucose) Chemistry Panel (electrolytes, renal function, liver function & glucose) CBC (white blood count, red blood count & platelets) CBC (white blood count, red blood count & platelets) Urinalysis Urinalysis
TB Test TB Test
Other Lab Tests (at discretion of physician based on occupational exposure history) Other Lab Tests (at discretion of physician based test results and recent exposures) Chart 3 Chart 4
Combo HazMat Exam & FF1 Test Components Combo HazMat Exam & FF2 Test Components Mandatory Components: Mandatory Components:

Medical History Questionnaire Review (use OSHA respir questionnaire) Medical History Questionnaire Review (use OSHA respir questionnaire) Occupational History and/or Exposure Review Occupational History and/or Exposure Review Fitness to Work Wearing PPE Determination Fitness to Work Wearing PPE Determination Expanded Basic Physical Expanded Basic Physical
Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Resting EKG (12 Leads) Resting EKG (12 Leads)
Treadmill Stress Test (at discretion of physician) Treadmill Stress Test Spirometry Spirometry
Chest X-Ray -- PA & Lateral Chest X-Ray -- PA & Lateral Chemistry Panel (electrolytes, renal function, liver function & glucose) Chemistry Panel (electrolytes, renal function, liver function & glucose) CBC (white blood count, red blood count & platelets) CBC (white blood count, red blood count & platelets) Urinalysis Urinalysis
TB Test TB Test
Other Lab Tests (at discretion of physician based test results and recent exposures) Other Lab Tests (at discretion of physician based test results and recent exposures) Optional Components(a): Optional Components(a):

Vaccinations(b) Vaccinations(b)
Glaucoma Screen Glaucoma Screen
Lipid Panel (cholesterol)
(a) Employees can choose to request or reject "optional" tests/vaccinations Thyroid Panel (b) Per state law, the City must offer Tdap, MMR, Varicella, & Hep A and B or Twinrix Colon Cancer Screen Genital Cancer Screen offered
* Male: genitals, rectum & prostrate
* Female: pelvic exam and pap smear
(b) Per state law, the City must offer Tdap, MMR, Varicella, & Hep A and B or Twinrix Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 240 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-6: Fit-for-Duty / Return-to-Duty Exams Testing Requirements * Components of Fit-for-Duty and Return-to-Duty exams will be determined by Human Resources staff on a case-by-case basis. * Medical provider will review job description, job analysis, and any other documentation provided by City prior to conducting exam. * Medical provider findings will be provided to Human Resources.

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 241 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-7: Executive / Professional Physical Testing Requirements * Certain classifications are entitled to annual physicals; exam components are listed below. * City Departments will provide employee with necessary forms and exam instructions. * Medical provider findings will be provided to employee only.

Test Components
Basic Physical
Laboratory
Urinalysis
CBC
Chemistry Panel (Comprehensive Metabolic Panel)
Cardiovascular Risk Profile
C-Reactive Protein
Thyroid-stimulating hormone function test (TSH)
Renal Lytes
Hepatic Function Panel
Lipid Panel
Homocysteine Panel
Stool Guaiac (Age 40 and above)
Vision Screening
Hearing Screen
Tonometry
Spirometry
Treadmill Stress Test/Resting EKG
Body Composition
Strength/Flexibility
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 242 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-8: Vaccinations & TB Testing Requirements
Vaccinations
Pursuant to Cal OSHA and City policy, certain job classifications are offered one or more of the following vaccinations:
● Tdap (Tetanus / Diphtheria / Pertussis): 1 dose of vaccine ● MMR (Measles / Mumps / Rubella):
* Sworn Fire personnel and Pier and Harbor Patrol Officers receive 2 doses of vaccine (due to health care duties)
● Varicella: 2 doses of vaccine
● Hepatitis A & B or Twinrix:
* Hepatitis A only: 2 doses of vaccine
* Hepatitis B only: 3 doses of vaccine
* Twinrix: 3 doses of vaccine
● Rabies (pre-exposure): 2 doses of vaccine
The City will advise the medical provider of the vaccinations needed when scheduling appointment; employees will bring appropriate vaccination paperwork to appointment.

TB Testing
The medical provider will administer an FDA approved TB Blood Test (IGRA) to detect TB.

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 243 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Exhibit A-9: Respirator Testing Requirements
New Hire Respirator Testing
Medical provider will review Cal OSHA Respirator Medical Evaluation with candidate; medical provider will either provide clearance for fit testing or request additional testing (e.g., spirometry, chest x-ray, etc.).

Annual Respirator Testing for Existing Employees
Existing employees subject to respirator fit testing will complete the Respirator Medical Evaluation and send to medical provider for review; medical provider will either provide clearance for fit testing or request additional testing (e.g., spirometry, chest x-ray, etc.).

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 244 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for Pacific Harbor Medical Group
Exhibit B - Budget
Service Agreement Execution Date - June 30, 2025
Pre-Employment Exam
Test 1 - Desk / Field $ 200
Test 2 - Manual Labor $ 380
Test 3 - DMV DL 51 $ 215
Test 4 - Sworn Fire $ 510
Test 5 - Sworn Police $ 510
Test 6 - POST Dispatchers $ 225
Test 7 - HazMat Tech w/Treadmill Stress Test $ 595
Test 7 - HazMat Tech w/o Treadmill Stress Test $ 465
Drug & Alcohol Testing
DOT Drug Test (including lab and MRO costs) $ 45
DOT and non-DOT Alcohol Screen and Confirmation Test $ 60 Non DOT Drug Test - Negative Result (including lab costs) $ 60 Non DOT Drug Test - Positive Result (including lab and MRO costs) $ 100 Vaccinations
Tdap $ 170
MMR (per vaccines) $ 250
Varicella (per vaccine) $ 455
Hepatitis A (per vaccine) $ 755
Hepatitis B (per vaccine) $ 1,120
Twinrix (per vaccine) $ 310
Rabies (per vaccine) $ 960
Flu (per vaccine) $ 125
TB Testing
Blood Test (IGRA) $ 150
Respirator Fit Testing
Review Questionnaire $ 50
Spirometry Test $ 75
Chest X-Ray - PA & Lateral $ 75
DMV Commercial Testing
Test 3 - DL 51 Exam $ 215
Drug & Alcohol Test w/Negative Drug Test (including lab costs) $ 100 Drug & Alcohol Test w/Positive Drug Test (including lab costs and MRO costs) 140 $ HazMat Testing
Baseline or Annual HazMat Exam w/Treadmill Stress Test $ 745 Baseline or Annual HazMat Exam w/o Treadmill Stress Test $ 615 Combo Annual Exam Hazmat & FF1 Physical - Mandatory Components w/Treadmill Stress Test 745 $ Combo Hazmat & FF1 Physical - Mandatory Components w/o Treadmill Stress Test 615 $ Combo Hazmat & FF2 Physical - Mandatory Components $ 745 Combo Hazmat & FF Physical - Optional Components
Vaccinations (see above)
Glaucoma Screen $ 50
Lipid Panel $ 40
Thyroid Panel $ 25
Colon Cancer Screen $ 50
Genital Cancer Screen
Male $ 50
Female (not available) n/a
Sworn Fire Personnel Physical Exam
FF1 Physical - Mandatory Components $ 525
FF2 Physical - Mandatory Components $ 655
FF Physical - Optional Components
Vaccinations (see above)
Glaucoma Screen $ 50
Lipid Panel $ 40
Thyroid Panel $ 25
Chest X-Ray - PA & Lateral $ 75
Colon Cancer Screen $ 50
Genital Cancer Screen
Male $ 50
Female (not available) n/a
Miscellaneous Tests / Costs
Hearing Screen $ 25
Resting EKG (12 Leads) $ 50
Inguinal Hernia Test $ 50
Treadmill Stress Test $ 180
Appointment No Show (less than 24 hour notice) $ 25
Executive / Professional Physical $ 830
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.b
Packet Pg. 245 Attachment: B - Pacific Harbor Medical Group PSA (7427 : Approval of Modification of Agreements for OMTP) Exhibit A
Scope of Services
PACIFIC HARBOR MEDICAL GROUP INC. will perform the following services for the City:

Medical Exams: PACIFIC HARBOR MEDICAL GROUP INC. will provide the medical exam and tesƟng services set forth below in compliance with the applicable laws, regulaƟons, and City direcƟves:
a) Pre-employment Physical Exams (Exhibit A-1)
b) Drug and Alcohol Screening (Exhibit A-2)
c) DMV Commercial Driver TesƟng (Exhibit A-3)
d) Sworn Fire Department Personnel Physicals (Exhibit
A-4)
e) HazMat TesƟng (Exhibit A-5)
f) Fit for Duty/Return to Duty Exams (Exhibit A-6)
g) Executive/Professional Physical Exams (Exhibit A-7)
h) VaccinaƟons & Tuberculosis (TB) TesƟng (Exhibit A-8) i) Respirator TesƟng (Exhibit A-9)

4.E.c
Packet Pg. 246 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-1:Preemployment Physical Exam Testing Requirements The City has established seven pre-employment physical testing categories (see chart below) to address the varying physical demands of the job classifications subject to testing. City Human Resources will coordinate with the medical provider to identify the correct exam and any accompanying testing (e.g., drug/alcohol test, medical clearance for fit test, etc.) and provide candidate with pre-employment physical packet to bring to exam.

Test Components Test 1 Test 2 Test 3 Test 4 Test 5 Test 6 Test 7 Desk/Field Manual Labor DMV DL 51 (d) Sworn Fire Sworn Police POST Dispatchers HazMat Tech City Medical History Questionnaire X X
DL 51 Medical History Questionnaire X
POST Medical History Questionnaire -- Sworn Police Officers X POST Medical History Questionnaire -- Public Safety Dispatchers X Fire Medical History Questionnaire (use OSHA Respirator Questionnaire) X HazMat Medical History Questionnaire (use OSHA Respirator Questionnaire) X Occupational History & Exposure Review X
Fitness to Work Wearing PPE Determination X
Basic Physical (a) X X (b) X X
Expanded Basic Physical (c) X X X
Vision & Color Screen X X X X X X X
Hearing Screen X X X X X X X
Resting EKG (12 Leads) X X X
Treadmill Stress Test X X X (e)
Chemistry Panel (electrolytes, renal function, liver function & glucose) X X X CBC (white blood count, red blood count & platelets) X X X Urinalysis X X X X
Spirometry X X X
Chest X-Ray -- PA & Lateral X X X
Other Lab Tests (at discretion of physician based on occupational exposure history) X a) Basic Physical Components: c) Basic Physical Components, plus:
* Height & weight * a more comprehensive head, eyes, ears, nose and throat exam * Blood pressure * a more comprehensive abdomen exam
* Pulse rate * a more comprehensive musculoskeletal check * Lung & chest check * a neck exam
* Head, eyes, ears, nose & throat check * an inguinal hernia check * Abdomen check
* Nervous system check (i.e., reflexes, gate) c) Physician must be listed on the National Registry of Certified Medical Providers * Musculoskeletal check
* Flexibility & range of motion d) At discretion of physician b) Basic Physical Components plus inguinal hernia check

4.E.c
Packet Pg. 247 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-2: Drug & Alcohol TesƟng Requirements
The City uses both regulated (DOT) and unregulated (Non DOT) drug and alcohol tests to administer its Drug and Alcohol TesƟng Program. Protocols Westchester will be expected to adhere to are idenƟfied below.

US Department of TransportaƟon (DOT) Drug & Alcohol TesƟng I. Drug TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40, Part 655 and Part 382 * Specimen Type: urine
The drug panel includes:
* marijuana
* cocaine
* amphetamines/methamphetamines
* PCP
* opiates (derived from poppy: e.g., heroin, morphine, codeine) * Contractor will use the Federal Drug TesƟng Custody and Control Form to process specimen * MRO will review test results and report outcome to City in compliance with DOT regulaƟons II. Alcohol TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40, Part 655, and Part 382 * Specimen Type: breath
* Approved evidenƟal breath tesƟng devices will be used to screen and confirm specimens * Collector will use the DOT Alcohol TesƟng Form to record test results * Collector will report test results to City in compliance with DOT regulaƟons Non DOT Drug & Alcohol TesƟng
I. Drug TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40 with two excepƟons❶ * Specimen Type: urine
This panel includes:
* cocaine
* amphetamines/methamphetamines
* PCP
* opiates (derived from poppy: e.g., heroin, morphine, codeine) * barbiturates
* benzodiazepines
* methaqualones
* methadone
* Contractor will use a 5 Part Drug TesƟng Custody and Control Form to process specimen * NegaƟve test results will be reported to City in compliance with City policies * MRO will review posiƟve test results and report outcome to City in compliance with DOT regulaƟons ❶ a) drug panel composiƟon includes 8 specimens (as opposed to 5), and b) an MRO is used to review posiƟve test results only (as opposed to posiƟve and negaƟve test results).

II. Alcohol TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40 with one excepƟon ❷ * Specimen Type: breath
* Approved evidenƟal breath tesƟng devices will be used to screen and confirm specimens * Alcohol TesƟng Forms will be used to record test results * Contractor will report test results to City in compliance with DOT regulaƟons ❷ Non DOT Alcohol TesƟng Forms will be used to report results

4.E.c
Packet Pg. 248 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-3: DMV Commercial Driver Testing Requirements All commercial drivers in the City are required to undergo a DL51 medical evaluation every two years. The exam components for the test are listed in the chart below.

Test ComponentsDL 51 Medical History QuestionnaireBasic PhysicalInguinal Hernia CheckVision & Color Screen Hearing Screen Urinalysis

4.E.c
Packet Pg. 249
Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-4: Sworn Fire Personnel Physical Exam Requirements The City requires its sworn firefighters, with the exception of the Fire Chief, to undergo a standard physical (Firefighter 1) or comprehensive physical (Firefighter 2) every two years (see charts below). The exam type is dictated by age (a); both exams contain optional components the employee can opt to select or decline. The City will advise medical provider of desired exam and optional components when scheduling exam, and provide employee with appropriate materials to bring to exam. (a) -- Exam Schedule:
* All sworn firefighter personnel (with exception of Fire Chief) between the ages of 20 and 39 are required to undergo a FF1 Physical every two years * All sworn firefighter personnel (with exception of Fire Chief) between the ages of 40 and 49 are required to undergo a physical every two years -- alternating between the FF1 and FF2 Physicals (i.e., over a four year period, each employee will undergo one FF1 Physical and one FF2 Physical) * All sworn firefighter personnel (with exception of Fire Chief) age 50 or older are required to undergo a FF2 Physical every two years Firefighter 1 (FF1) Physical Test Components Firefighter 2 (FF2) Physical Test Components Mandatory Components: Mandatory Components:

Expanded Basic Physical (c) Expanded Basic Physical (c) Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Chemistry Panel (electrolytes, renal function, liver function & glucose) Resting EKG (12 Leads) CBC (white blood count, red blood count & platelets) Treadmill Stress Test Urinalysis Chemistry Panel (electrolytes, renal function, liver function & glucose) Spirometry CBC (white blood count, red blood count & platelets) TB Test Urinalysis
Optional Components (b): Spirometry
Vaccinations (c) TB Test
Glaucoma Screen Optional Components (b):
(b) Employees can choose to request or reject "optional" tests/vaccinations Vaccinations (c) (c) Tdap, MMR, Varicella, & Hep A and B or Twinrix Glaucoma Screen Lipid Panel (cholesterol)
Thyroid Panel
Chest X-Ray -- PA & Lateral
Colon Cancer Screen
Genital Cancer Screen offered
* Male: genitals, rectum & prostrate
* Female: pelvic exam and pap smear
(b) Employees can choose to request or reject "optional" tests/vaccinations (c) Tdap, MMR, Varicella, & Hep A and B or Twinrix

4.E.c
Packet Pg. 250 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-5: HazMat Testing Requirements
All HazMat Team members are required to undergo testing before placement in the assignment, annually while in the assignment, and at the termination of assignment. The exam components for the baseline test and annual/final test are located in Charts 1 & 2 below.

Annual Firefighter Physicals will be combined with HazMat exams in the years that both exams are required (see Charts 3 & 4 below).

The City will advise medical provider of desired exam and optional components when scheduling exam, and provide employee with appropriate materials to bring to exam.

Chart 1 Chart 2
HazMat Exam -- Baseline Test Components HazMat Exam -- Annual / Final Test Components Medical History Questionnaire Review (use OSHA respirator questionnaire) Medical History Questionnaire Review (use OSHA respirator questionnaire) Occupational History & Exposure Review Exposure Review
Fitness to Work Wearing PPE Determination Fitness to Work Wearing PPE Determination Expanded Basic Physical Expanded Basic Physical
Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Resting EKG (12 Leads) Resting EKG (12 Leads)
Treadmill Stress Test (at discretion of physician) Treadmill Stress Test (at discretion of physician) Spirometry Spirometry
Chest X-Ray -- PA & Lateral Chest X-Ray -- PA & Lateral Chemistry Panel (electrolytes, renal function, liver function & glucose) Chemistry Panel (electrolytes, renal function, liver function & glucose) CBC (white blood count, red blood count & platelets) CBC (white blood count, red blood count & platelets) Urinalysis Urinalysis
TB Test TB Test
Other Lab Tests (at discretion of physician based on occupational exposure history) Other Lab Tests (at discretion of physician based test results and recent exposures) Chart 3 Chart 4
Combo HazMat Exam & FF1 Test Components Combo HazMat Exam & FF2 Test Components Mandatory Components: Mandatory Components:

Medical History Questionnaire Review (use OSHA respir questionnaire) Medical History Questionnaire Review (use OSHA respir questionnaire) Occupational History and/or Exposure Review Occupational History and/or Exposure Review Fitness to Work Wearing PPE Determination Fitness to Work Wearing PPE Determination Expanded Basic Physical Expanded Basic Physical
Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Resting EKG (12 Leads) Resting EKG (12 Leads)
Treadmill Stress Test (at discretion of physician) Treadmill Stress Test Spirometry Spirometry
Chest X-Ray -- PA & Lateral Chest X-Ray -- PA & Lateral Chemistry Panel (electrolytes, renal function, liver function & glucose) Chemistry Panel (electrolytes, renal function, liver function & glucose) CBC (white blood count, red blood count & platelets) CBC (white blood count, red blood count & platelets) Urinalysis Urinalysis
TB Test TB Test
Other Lab Tests (at discretion of physician based test results and recent exposures) Other Lab Tests (at discretion of physician based test results and recent exposures) Optional Components(a): Optional Components(a):

Vaccinations(b) Vaccinations(b)
Glaucoma Screen Glaucoma Screen
Lipid Panel (cholesterol)
(a) Employees can choose to request or reject "optional" tests/vaccinations Thyroid Panel (b) Per state law, the City must offer Tdap, MMR, Varicella, & Hep A and B or Twinrix Colon Cancer Screen Genital Cancer Screen offered
* Male: genitals, rectum & prostrate
* Female: pelvic exam and pap smear
(b) Per state law, the City must offer Tdap, MMR, Varicella, & Hep A and B or Twinrix

4.E.c
Packet Pg. 251 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-6: Fit-for-Duty / Return-to-Duty Exams Testing Requirements * Components of Fit-for-Duty and Return-to-Duty exams will be determined by Human Resources staff on a case-by-case basis. * Medical provider will review job description, job analysis, and any other documentation provided by City prior to conducting exam. * Medical provider findings will be provided to Human Resources.

4.E.c
Packet Pg. 252 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-7: Executive / Professional Physical Testing Requirements * Certain classifications are entitled to annual physicals; exam components are listed below. * City Departments will provide employee with necessary forms and exam instructions. * Medical provider findings will be provided to employee only.

Test Components
Basic Physical
Laboratory
Urinalysis
CBC
Chemistry Panel (Comprehensive Metabolic Panel)
Cardiovascular Risk Profile
C-Reactive Protein
Thyroid-stimulating hormone function test (TSH)
Renal Lytes
Hepatic Function Panel
Lipid Panel
Homocysteine Panel
Stool Guaiac (Age 40 and above)
Vision Screening
Hearing Screen
Tonometry
Spirometry
Treadmill Stress Test/Resting EKG
Body Composition
Strength/Flexibility

4.E.c
Packet Pg. 253 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-8: Vaccinations & TB Testing Requirements
Vaccinations
Pursuant to Cal OSHA and City policy, certain job classifications are offered one or more of the following vaccinations:
● Tdap (Tetanus / Diphtheria / Pertussis): 1 dose of vaccine ● MMR (Measles / Mumps / Rubella):
* Sworn Fire personnel and Pier and Harbor Patrol Officers receive 2 doses of vaccine (due to health care duties)
● Varicella: 2 doses of vaccine
● Hepatitis A & B or Twinrix:
* Hepatitis A only: 2 doses of vaccine
* Hepatitis B only: 3 doses of vaccine
* Twinrix: 3 doses of vaccine
● Rabies (pre-exposure): 2 doses of vaccine
The City will advise the medical provider of the vaccinations needed when scheduling appointment; employees will bring appropriate vaccination paperwork to appointment.

TB Testing
The medical provider will administer an FDA approved TB Blood Test (IGRA) to detect TB.

4.E.c
Packet Pg. 254 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-9: Respirator Testing Requirements
New Hire Respirator Testing
Medical provider will review Cal OSHA Respirator Medical Evaluation with candidate; medical provider will either provide clearance for fit testing or request additional testing (e.g., spirometry, chest x-ray, etc.).

Annual Respirator Testing for Existing Employees
Existing employees subject to respirator fit testing will complete the Respirator Medical Evaluation and send to medical provider for review; medical provider will either provide clearance for fit testing or request additional testing (e.g., spirometry, chest x-ray, etc.).

4.E.c
Packet Pg. 255 Attachment: Exhibits A-A9 (7427 : Approval of Modification of Agreements for OMTP) Pacific Harbor Medical Group
Exhibit B - Budget
Service Agreement Execution Date - January 1, 2026
Pre-Employment Exam
Test 1 - Desk / Field $ 200
Test 2 - Manual Labor $ 380
Test 3 - DMV DL 51 $ 215
Test 4 - Sworn Fire $ 510
Test 5 - Sworn Police $ 510
Test 6 - POST Dispatchers $ 225
Test 7 - HazMat Tech w/Treadmill Stress Test $ 595
Test 7 - HazMat Tech w/o Treadmill Stress Test $ 465
Drug & Alcohol Testing
DOT Drug Test (including lab and MRO costs) $ 45
DOT and non-DOT Alcohol Screen and Confirmation Test $ 60 Non DOT Drug Test - Negative Result (including lab costs) $ 60 Non DOT Drug Test - Positive Result (including lab and MRO costs) $ 100 Vaccinations
Tdap $ 170
MMR (per vaccines) $ 250
Varicella (per vaccine) $ 455
Hepatitis A (per vaccine) $ 755
Hepatitis B (per vaccine) $ 1,120
Twinrix (per vaccine) $ 310
Rabies (per vaccine) $ 960
Flu (per vaccine) $ 125
TB Testing
Blood Test (IGRA) $ 150
Respirator Fit Testing
Review Questionnaire $ 50
Spirometry Test $ 75
Chest X-Ray - PA & Lateral $ 75
DMV Commercial Testing
Test 3 - DL 51 Exam $ 215
Drug & Alcohol Test w/Negative Drug Test (including lab costs) $ 100 Drug & Alcohol Test w/Positive Drug Test (including lab costs and MRO costs) $ 140 HazMat Testing
Baseline or Annual HazMat Exam w/Treadmill Stress Test $ 745 Baseline or Annual HazMat Exam w/o Treadmill Stress Test $ 615 Combo Annual Exam Hazmat & FF1 Physical - Mandatory Components w/Treadmill Stress Test $ 745 Combo Hazmat & FF1 Physical - Mandatory Components w/o Treadmill Stress Test $ 615 Combo Hazmat & FF2 Physical - Mandatory Components $ 745 Combo Hazmat & FF Physical - Optional Components
Vaccinations (see above)
Glaucoma Screen $ 50
Lipid Panel $ 40
Thyroid Panel $ 25
Colon Cancer Screen $ 50
Genital Cancer Screen
Male $ 50
Female (not available) n/a
Sworn Fire Personnel Physical Exam
FF1 Physical - Mandatory Components $ 525
FF2 Physical - Mandatory Components $ 655
FF Physical - Optional Components
Vaccinations (see above)
Glaucoma Screen $ 50
Lipid Panel $ 40
Thyroid Panel $ 25
Chest X-Ray - PA & Lateral $ 75
Colon Cancer Screen $ 50
Genital Cancer Screen
Male $ 50
Female (not available) n/a
Miscellaneous Tests / Costs
Hearing Screen $ 25
Resting EKG (12 Leads) $ 50
Inguinal Hernia Test $ 50
Treadmill Stress Test $ 180
Appointment No Show (less than 24 hour notice) $ 25
Executive / Professional Physical $ 830

4.E.d
Packet Pg. 256 Attachment: Exhibit Pricing (7427 : Approval of Modification of Agreements for OMTP) Cit!. ol
Sonto
Monico

CITY OF SANTA MONICA

CALIFORNIA LEVINE ACT DISCLOSURE
The Levine Act prohibits City Officers from participating in any action related to a contract, license, permit, or entitlement if such Offlcer received campaign contributions totaling more than $500 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.

Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: "Officer" means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term "Officer" is further defined 2 Cal.

Code Regs. Section 18438.'1, which states:

An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the oosition:
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or (4) Have decision making authority with respecl to the proceeding involving a license, Dermit. or other entitlement for use and is also a candidate for elected ofiice or has been a candidate for elective office in the '12 months prior to the proceeding.

A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form. httos://www.smqov.net/deoartments/council/
https://wwwsantamonica.oov/deoartments/rent-control
httos://wwwsmqov.net/boards/
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? L-l veslglrvo
Name of Councilmember or Citv Officer:

Name of Contributor:

Date(s) of Contribution(s):

Amount(s)
Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campalgn contributions.

Citv of Santa Monica Levine Act Disclosure Form

4.E.e
Packet Pg. 257 Attachment: SM Levine Act Disclosure 2025 (7427 : Approval of Modification of Agreements for OMTP) ia Sioned: )<+-,,
print Name: Satish Patel, M.D.

Clty ot
Sdnto
Monicq
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. lt does, however, preclude the identified City Officer from participating in any actions related to such item.

By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit' or entitlement.

I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIATHAT THE FOREGOING IS TRUEAND CORRECT.
e"1"' June 16,2025
t,,,". Physician/Partner
Company: Pacific Harbor Medical Group
Additional Disclosures:

Please note this form is a public record and subject to a California Public Records Act requestCitv of Santa Monica Levine Act Disclosure Form

4.E.e
Packet Pg. 258 Attachment: SM Levine Act Disclosure 2025 (7427 : Approval of Modification of Agreements for OMTP)

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
Sonto Monico's voters odopted o City Chorter omendment commonly known os the Ooks Initiotive. The Ooks Initiotive requires the City to provide this notice ond informotion obout the Initiotive's requirements. You moy obtoin o full copy of the Initiotive's text f rom the Citv Clerk.

This informotion is required by City Chorter Article XXll-Toxpoyer Protection.

It prohibits o public officiol from receiving, ond o person or entity from conferring, specified personol benefits or compoign odvontoges from o person or entity ofter the officiol votes, or otherwise tokes off iciol oction, to oword o 'public benef it" to thot person or entity. The prohibition opplies within ond outside of the geogrophicol boundories of Sonto Monico.

All persons or entities opplying or receiving public benefits from the City of Sonto Monico sholl provide the nomes of trustees, directors, portners, ond officers, ond nomes of persons with more thon o 10% equity, porticipotion or revenue interest. An exception exists for persons serving in those copocities os volunteers, without compensotion, for orgonizotions exempt from income toxes under Section 501(c)(3), (a), or (6), of the Internol Revenue Code. However, this exception does not opply if the orgonizotion is o politicol committee or controls politicol committees.

Exomples of o "public benefit" include public controcts to provide goods or services worth more thon $25,000 or o lond use opprovol worth more thon $25,000 over o 12- month period.

In order to focilitote complionce with the requirements of the Ooks Initiotive, the City compiles ond mointoins certoin informotion. Thot informotion includes the nome of ony person or persons who is seeking o 'public benefit." lf the "public benefit" is sought by on entity, rother thon on individuol person, the informotion includes the nomeof everyperson who is: (o) trustee, (b) director, (c) portner, (d) officer, or hos (e) more thon o ten percent interest in the entity. Therefore, if you ore seeking o "public benefit" covered by the Ooks Initiotive, you must supply thot informotion on the Ooks Initiotive Disclosure Form. This informotion must be updoted ond supplied every 12 months.

4.E.f
Packet Pg. 259 Attachment: SM Oaks Initiative 2025 (7427 : Approval of Modification of Agreements for OMTP)

CITY OF SANTA MONICA

OAKS INITIATIVE DISCLOSURE FORM
In order to focilitote complionce with the requirements of the ooks Initiotive, the City compiles ond mointoins certoin informotion. Thot informotion includes the nome of ony person or persons who is seeking o "public benefit." lf the'public benefit" is sought by on entity, rother thon on individuol person, the informotion includes the nome of every person who is: (o) trustee, (b) director, (c) portner, (d) officer, or hos (e) more thon o ten percent interest in the entity' Public benef its include:

1. Personol services controcts in excess of $25,000 over ony 12-month period;

2. Sole of moteriol, equipment or supplies to the City in excess of $25,000 over o 12- month period;

3. Purchose, sole or leose of reol property to or from the City in excess of $25,000 over o 12- month period;

4. Non-competitive fronchise owords with gross revenue of $50,000 or more inony 12-month period;

5. Lond use vorionce, speciol use permit, or other exception to on estoblished lond use plon, where the decision hos o volue in excess of $25,000;

6. Tox "obotement, exception, or benefit' of o volue in excess of $5,000 in ony 12- month period; or

7. Poyment of 'cosh or specie" of o net volue to the recipient of $10,000 in ony 12- month oeriod.

Nome(s) of persons or entities receiving public benef it:

Pacific Harbor Medical Group
Nome(s) of trustees, directors, portners, ond officers:

Peter Mikhail, D.O.

Satish Patel. M.D.

Peter Mikhail, D.O.

Satish Patel, M.D.

Joseph Mikhail, M.D.

Paz Eilat. M.D.

Joseph Mikhail, M.D.

Paz Eilat. M.D.

Nome(s) of persons with more thon o 10% equity, porticipotion, or revenue interest:

Prepored by: Satish Patel M.D. Title: Physician/Partner Signoture: 1,,,{
Phone: 310-642-1911
Dote, Jung l !, ?9?!

4.E.f
Packet Pg. 260 Attachment: SM Oaks Initiative 2025 (7427 : Approval of Modification of Agreements for OMTP) 1 Rev. October 2023
FIRST MODIFICATION OF AGREEMENT NO. 11727 (CCS)
This First Modification of Agreement Number 11727 (CCS) (“First Modification”), entered into as of 7/7/2025 (“Execution Date”), by and between the City of Santa Monica, a municipal corporation (“City”), and PACIFIC HARBOR MEDICAL GROUP INC. Corporation (PACIFIC HARBOR MEDICAL GROUP INC.) is made with reference to the following:

RECITALS
A. On or about August 15, 2024, the City and Pacific Harbor Medical Group Inc. entered into Agreement Number 11727 (CCS) for medical exam and testing services set forth below in compliance with the applicable laws, regulations, and City directives:

1. Pre-employment Physical Exams (Exhibit A-1)

2. Drug and Alcohol Screening (Exhibit A-2)

3. DMV Commercial Driver Testing (Exhibit A-3)

4. Sworn Fire Department Personnel Physicals (Exhibit A-4)

5. HazMat Testing (Exhibit A-5)

6. Fit for Duty/Return to Duty Exams (Exhibit A-6)

7. Executive/Professional Physical Exams (Exhibit A-7)

8. Vaccinations & Tuberculosis (TB) Testing (Exhibit A-8)

9. Respirator Testing (Exhibit A-9)
B. The City and PACIFIC HARBOR MEDICAL GROUP INC. desire to modify the Original Agreement to extend the agreement term for six months through December 31, 2025, and increase funding resulting in new total contract amount not to exceed $231,850.

TERMS AND CONDITIONS
Now, therefore, the undersigned parties do hereby mutually agree to modify the Original Agreement as follows:

1. Section 1 of the Original Agreement entitled “Term” shall be deleted in its entirety and replaced with the following paragraph:

Term. This Agreement begins on the Execution Date and terminates on December 31, 2025, unless terminated earlier as set forth in the Original Agreement or extended by the parties in writing.

2. Section 4 of the Original Agreement entitled “Compensation” shall be modified by adding the following paragraph:

Compensation. The City will compensate PACIFIC HARBOR MEDICAL GROUP INC. for the Additional Services in an amount not to exceed Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 261 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Agreements for OMTP) 2 Rev. October 2023
$136,850, as set forth in Exhibit B. The total agreement price for services pursuant to the Original Agreement and this First Modification shall not exceed $231,850.

3. Exhibits A and Exhibit B are attached hereto and incorporated herein by this reference.

4. Execution in Counterparts. This First Modification may be executed in counterparts with the same effect as if both parties hereto had executed the same document. All counterparts shall be construed together and shall constitute a single modification. Any signature to this First Modification transmitted electronically through DocuSign or PDF shall be deemed an original signature and be binding upon the parties hereto (it being agreed that such electronic signature shall have the same force and effect as an original signature).

5. Except as expressly modified by this First Modification, all other terms and conditions of the Original Agreement shall be and remain in full force and effect.

IN WITNESS WHEREOF, the parties have executed this First Modification as of the date and year first written above.

ATTEST:

CITY OF SANTA MONICA,
a municipal corporation
Elaine Polachek
Interim City Manager
City of Santa Monica
APPROVED AS TO FORM:

DOUGLAS SLOAN
City Attorney

CITY ATTORNEY
By:

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C City Clerk
City of Santa Monica
Nikima Newsome

4.E.g
Packet Pg. 262 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Agreements for OMTP) 3 Rev. October 2023
By:

Peter Mikhail
Medical Director, DO
Pacific Harbor Medical Group
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 263 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Agreements for OMTP) Exhibit A
Scope of Services
PACIFIC HARBOR MEDICAL GROUP INC. will perform the following services for the City:

Medical Exams: PACIFIC HARBOR MEDICAL GROUP INC. will provide the medical exam and tesƟng services set forth below in compliance with the applicable laws, regulaƟons, and City direcƟves:
a) Pre-employment Physical Exams (Exhibit A-1)
b) Drug and Alcohol Screening (Exhibit A-2)
c) DMV Commercial Driver TesƟng (Exhibit A-3)
d) Sworn Fire Department Personnel Physicals (Exhibit
A-4)
e) HazMat TesƟng (Exhibit A-5)
f) Fit for Duty/Return to Duty Exams (Exhibit A-6)
g) Executive/Professional Physical Exams (Exhibit A-7)
h) VaccinaƟons & Tuberculosis (TB) TesƟng (Exhibit A-8) i) Respirator TesƟng (Exhibit A-9)
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 264 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-1:Preemployment Physical Exam Testing Requirements The City has established seven pre-employment physical testing categories (see chart below) to address the varying physical demands of the job classifications subject to testing. City Human Resources will coordinate with the medical provider to identify the correct exam and any accompanying testing (e.g., drug/alcohol test, medical clearance for fit test, etc.) and provide candidate with pre-employment physical packet to bring to exam.

Test Components Test 1 Test 2 Test 3 Test 4 Test 5 Test 6 Test 7 Desk/Field Manual Labor DMV DL 51 (d) Sworn Fire Sworn Police POST Dispatchers HazMat Tech City Medical History Questionnaire X X
DL 51 Medical History Questionnaire X
POST Medical History Questionnaire -- Sworn Police Officers X POST Medical History Questionnaire -- Public Safety Dispatchers X Fire Medical History Questionnaire (use OSHA Respirator Questionnaire) X HazMat Medical History Questionnaire (use OSHA Respirator Questionnaire) X Occupational History & Exposure Review X
Fitness to Work Wearing PPE Determination X
Basic Physical (a) X X (b) X X
Expanded Basic Physical (c) X X X
Vision & Color Screen X X X X X X X
Hearing Screen X X X X X X X
Resting EKG (12 Leads) X X X
Treadmill Stress Test X X X (e)
Chemistry Panel (electrolytes, renal function, liver function & glucose) X X X CBC (white blood count, red blood count & platelets) X X X Urinalysis X X X X
Spirometry X X X
Chest X-Ray -- PA & Lateral X X X
Other Lab Tests (at discretion of physician based on occupational exposure history) X a) Basic Physical Components: c) Basic Physical Components, plus:
* Height & weight * a more comprehensive head, eyes, ears, nose and throat exam * Blood pressure * a more comprehensive abdomen exam
* Pulse rate * a more comprehensive musculoskeletal check * Lung & chest check * a neck exam
* Head, eyes, ears, nose & throat check * an inguinal hernia check * Abdomen check
* Nervous system check (i.e., reflexes, gate) c) Physician must be listed on the National Registry of Certified Medical Providers * Musculoskeletal check
* Flexibility & range of motion d) At discretion of physician b) Basic Physical Components plus inguinal hernia check Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 265 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-2: Drug & Alcohol TesƟng Requirements
The City uses both regulated (DOT) and unregulated (Non DOT) drug and alcohol tests to administer its Drug and Alcohol TesƟng Program. Protocols Westchester will be expected to adhere to are idenƟfied below.

US Department of TransportaƟon (DOT) Drug & Alcohol TesƟng I. Drug TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40, Part 655 and Part 382 * Specimen Type: urine
The drug panel includes:
* marijuana
* cocaine
* amphetamines/methamphetamines
* PCP
* opiates (derived from poppy: e.g., heroin, morphine, codeine) * Contractor will use the Federal Drug TesƟng Custody and Control Form to process specimen * MRO will review test results and report outcome to City in compliance with DOT regulaƟons II. Alcohol TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40, Part 655, and Part 382 * Specimen Type: breath
* Approved evidenƟal breath tesƟng devices will be used to screen and confirm specimens * Collector will use the DOT Alcohol TesƟng Form to record test results * Collector will report test results to City in compliance with DOT regulaƟons Non DOT Drug & Alcohol TesƟng
I. Drug TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40 with two excepƟons❶ * Specimen Type: urine
This panel includes:
* cocaine
* amphetamines/methamphetamines
* PCP
* opiates (derived from poppy: e.g., heroin, morphine, codeine) * barbiturates
* benzodiazepines
* methaqualones
* methadone
* Contractor will use a 5 Part Drug TesƟng Custody and Control Form to process specimen * NegaƟve test results will be reported to City in compliance with City policies * MRO will review posiƟve test results and report outcome to City in compliance with DOT regulaƟons ❶ a) drug panel composiƟon includes 8 specimens (as opposed to 5), and b) an MRO is used to review posiƟve test results only (as opposed to posiƟve and negaƟve test results).

II. Alcohol TesƟng
* TesƟng will be carried out in accordance with DOT regulaƟons and 49 CFR, Part 40 with one excepƟon ❷ * Specimen Type: breath
* Approved evidenƟal breath tesƟng devices will be used to screen and confirm specimens * Alcohol TesƟng Forms will be used to record test results * Contractor will report test results to City in compliance with DOT regulaƟons ❷ Non DOT Alcohol TesƟng Forms will be used to report results Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 266 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Agreements for OMTP) Exhibit A-3: DMV Commercial Driver Testing Requirements All commercial drivers in the City are required to undergo a DL51 medical evaluation every two years. The exam components for the test are listed in the chart below.

Test ComponentsDL 51 Medical History QuestionnaireBasic PhysicalInguinal Hernia CheckVision & Color Screen Hearing Screen Urinalysis Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C 4.E.g Packet Pg. 267
Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-4: Sworn Fire Personnel Physical Exam Requirements The City requires its sworn firefighters, with the exception of the Fire Chief, to undergo a standard physical (Firefighter 1) or comprehensive physical (Firefighter 2) every two years (see charts below). The exam type is dictated by age (a); both exams contain optional components the employee can opt to select or decline. The City will advise medical provider of desired exam and optional components when scheduling exam, and provide employee with appropriate materials to bring to exam. (a) -- Exam Schedule:
* All sworn firefighter personnel (with exception of Fire Chief) between the ages of 20 and 39 are required to undergo a FF1 Physical every two years * All sworn firefighter personnel (with exception of Fire Chief) between the ages of 40 and 49 are required to undergo a physical every two years -- alternating between the FF1 and FF2 Physicals (i.e., over a four year period, each employee will undergo one FF1 Physical and one FF2 Physical) * All sworn firefighter personnel (with exception of Fire Chief) age 50 or older are required to undergo a FF2 Physical every two years Firefighter 1 (FF1) Physical Test Components Firefighter 2 (FF2) Physical Test Components Mandatory Components: Mandatory Components:

Expanded Basic Physical (c) Expanded Basic Physical (c) Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Chemistry Panel (electrolytes, renal function, liver function & glucose) Resting EKG (12 Leads) CBC (white blood count, red blood count & platelets) Treadmill Stress Test Urinalysis Chemistry Panel (electrolytes, renal function, liver function & glucose) Spirometry CBC (white blood count, red blood count & platelets) TB Test Urinalysis
Optional Components (b): Spirometry
Vaccinations (c) TB Test
Glaucoma Screen Optional Components (b):
(b) Employees can choose to request or reject "optional" tests/vaccinations Vaccinations (c) (c) Tdap, MMR, Varicella, & Hep A and B or Twinrix Glaucoma Screen Lipid Panel (cholesterol)
Thyroid Panel
Chest X-Ray -- PA & Lateral
Colon Cancer Screen
Genital Cancer Screen offered
* Male: genitals, rectum & prostrate
* Female: pelvic exam and pap smear
(b) Employees can choose to request or reject "optional" tests/vaccinations (c) Tdap, MMR, Varicella, & Hep A and B or Twinrix
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 268 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-5: HazMat Testing Requirements
All HazMat Team members are required to undergo testing before placement in the assignment, annually while in the assignment, and at the termination of assignment. The exam components for the baseline test and annual/final test are located in Charts 1 & 2 below.

Annual Firefighter Physicals will be combined with HazMat exams in the years that both exams are required (see Charts 3 & 4 below).

The City will advise medical provider of desired exam and optional components when scheduling exam, and provide employee with appropriate materials to bring to exam.

Chart 1 Chart 2
HazMat Exam -- Baseline Test Components HazMat Exam -- Annual / Final Test Components Medical History Questionnaire Review (use OSHA respirator questionnaire) Medical History Questionnaire Review (use OSHA respirator questionnaire) Occupational History & Exposure Review Exposure Review
Fitness to Work Wearing PPE Determination Fitness to Work Wearing PPE Determination Expanded Basic Physical Expanded Basic Physical
Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Resting EKG (12 Leads) Resting EKG (12 Leads)
Treadmill Stress Test (at discretion of physician) Treadmill Stress Test (at discretion of physician) Spirometry Spirometry
Chest X-Ray -- PA & Lateral Chest X-Ray -- PA & Lateral Chemistry Panel (electrolytes, renal function, liver function & glucose) Chemistry Panel (electrolytes, renal function, liver function & glucose) CBC (white blood count, red blood count & platelets) CBC (white blood count, red blood count & platelets) Urinalysis Urinalysis
TB Test TB Test
Other Lab Tests (at discretion of physician based on occupational exposure history) Other Lab Tests (at discretion of physician based test results and recent exposures) Chart 3 Chart 4
Combo HazMat Exam & FF1 Test Components Combo HazMat Exam & FF2 Test Components Mandatory Components: Mandatory Components:

Medical History Questionnaire Review (use OSHA respir questionnaire) Medical History Questionnaire Review (use OSHA respir questionnaire) Occupational History and/or Exposure Review Occupational History and/or Exposure Review Fitness to Work Wearing PPE Determination Fitness to Work Wearing PPE Determination Expanded Basic Physical Expanded Basic Physical
Vision & Color Screen Vision & Color Screen
Hearing Screen Hearing Screen
Resting EKG (12 Leads) Resting EKG (12 Leads)
Treadmill Stress Test (at discretion of physician) Treadmill Stress Test Spirometry Spirometry
Chest X-Ray -- PA & Lateral Chest X-Ray -- PA & Lateral Chemistry Panel (electrolytes, renal function, liver function & glucose) Chemistry Panel (electrolytes, renal function, liver function & glucose) CBC (white blood count, red blood count & platelets) CBC (white blood count, red blood count & platelets) Urinalysis Urinalysis
TB Test TB Test
Other Lab Tests (at discretion of physician based test results and recent exposures) Other Lab Tests (at discretion of physician based test results and recent exposures) Optional Components(a): Optional Components(a):

Vaccinations(b) Vaccinations(b)
Glaucoma Screen Glaucoma Screen
Lipid Panel (cholesterol)
(a) Employees can choose to request or reject "optional" tests/vaccinations Thyroid Panel (b) Per state law, the City must offer Tdap, MMR, Varicella, & Hep A and B or Twinrix Colon Cancer Screen Genital Cancer Screen offered
* Male: genitals, rectum & prostrate
* Female: pelvic exam and pap smear
(b) Per state law, the City must offer Tdap, MMR, Varicella, & Hep A and B or Twinrix Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 269 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-6: Fit-for-Duty / Return-to-Duty Exams Testing Requirements * Components of Fit-for-Duty and Return-to-Duty exams will be determined by Human Resources staff on a case-by-case basis. * Medical provider will review job description, job analysis, and any other documentation provided by City prior to conducting exam. * Medical provider findings will be provided to Human Resources.

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 270 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-7: Executive / Professional Physical Testing Requirements * Certain classifications are entitled to annual physicals; exam components are listed below. * City Departments will provide employee with necessary forms and exam instructions. * Medical provider findings will be provided to employee only.

Test Components
Basic Physical
Laboratory
Urinalysis
CBC
Chemistry Panel (Comprehensive Metabolic Panel)
Cardiovascular Risk Profile
C-Reactive Protein
Thyroid-stimulating hormone function test (TSH)
Renal Lytes
Hepatic Function Panel
Lipid Panel
Homocysteine Panel
Stool Guaiac (Age 40 and above)
Vision Screening
Hearing Screen
Tonometry
Spirometry
Treadmill Stress Test/Resting EKG
Body Composition
Strength/Flexibility
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 271 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-8: Vaccinations & TB Testing Requirements
Vaccinations
Pursuant to Cal OSHA and City policy, certain job classifications are offered one or more of the following vaccinations:
● Tdap (Tetanus / Diphtheria / Pertussis): 1 dose of vaccine ● MMR (Measles / Mumps / Rubella):
* Sworn Fire personnel and Pier and Harbor Patrol Officers receive 2 doses of vaccine (due to health care duties)
● Varicella: 2 doses of vaccine
● Hepatitis A & B or Twinrix:
* Hepatitis A only: 2 doses of vaccine
* Hepatitis B only: 3 doses of vaccine
* Twinrix: 3 doses of vaccine
● Rabies (pre-exposure): 2 doses of vaccine
The City will advise the medical provider of the vaccinations needed when scheduling appointment; employees will bring appropriate vaccination paperwork to appointment.

TB Testing
The medical provider will administer an FDA approved TB Blood Test (IGRA) to detect TB.

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 272 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Exhibit A-9: Respirator Testing Requirements
New Hire Respirator Testing
Medical provider will review Cal OSHA Respirator Medical Evaluation with candidate; medical provider will either provide clearance for fit testing or request additional testing (e.g., spirometry, chest x-ray, etc.).

Annual Respirator Testing for Existing Employees
Existing employees subject to respirator fit testing will complete the Respirator Medical Evaluation and send to medical provider for review; medical provider will either provide clearance for fit testing or request additional testing (e.g., spirometry, chest x-ray, etc.).

Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 273 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Pacific Harbor Medical Group
Exhibit B - Budget
Service Agreement Execution Date - June 30, 2025
Pre-Employment Exam
Test 1 - Desk / Field $ 200
Test 2 - Manual Labor $ 380
Test 3 - DMV DL 51 $ 215
Test 4 - Sworn Fire $ 510
Test 5 - Sworn Police $ 510
Test 6 - POST Dispatchers $ 225
Test 7 - HazMat Tech w/Treadmill Stress Test $ 595
Test 7 - HazMat Tech w/o Treadmill Stress Test $ 465
Drug & Alcohol Testing
DOT Drug Test (including lab and MRO costs) $ 45
DOT and non-DOT Alcohol Screen and Confirmation Test $ 60 Non DOT Drug Test - Negative Result (including lab costs) $ 60 Non DOT Drug Test - Positive Result (including lab and MRO costs) $ 100 Vaccinations
Tdap $ 170
MMR (per vaccines) $ 250
Varicella (per vaccine) $ 455
Hepatitis A (per vaccine) $ 755
Hepatitis B (per vaccine) $ 1,120
Twinrix (per vaccine) $ 310
Rabies (per vaccine) $ 960
Flu (per vaccine) $ 125
TB Testing
Blood Test (IGRA) $ 150
Respirator Fit Testing
Review Questionnaire $ 50
Spirometry Test $ 75
Chest X-Ray - PA & Lateral $ 75
DMV Commercial Testing
Test 3 - DL 51 Exam $ 215
Drug & Alcohol Test w/Negative Drug Test (including lab costs) $ 100 Drug & Alcohol Test w/Positive Drug Test (including lab costs and MRO costs) 140 $ HazMat Testing
Baseline or Annual HazMat Exam w/Treadmill Stress Test $ 745 Baseline or Annual HazMat Exam w/o Treadmill Stress Test $ 615 Combo Annual Exam Hazmat & FF1 Physical - Mandatory Components w/Treadmill Stress Test 745 $ Combo Hazmat & FF1 Physical - Mandatory Components w/o Treadmill Stress Test 615 $ Combo Hazmat & FF2 Physical - Mandatory Components $ 745 Combo Hazmat & FF Physical - Optional Components
Vaccinations (see above)
Glaucoma Screen $ 50
Lipid Panel $ 40
Thyroid Panel $ 25
Colon Cancer Screen $ 50
Genital Cancer Screen
Male $ 50
Female (not available) n/a
Sworn Fire Personnel Physical Exam
FF1 Physical - Mandatory Components $ 525
FF2 Physical - Mandatory Components $ 655
FF Physical - Optional Components
Vaccinations (see above)
Glaucoma Screen $ 50
Lipid Panel $ 40
Thyroid Panel $ 25
Chest X-Ray - PA & Lateral $ 75
Colon Cancer Screen $ 50
Genital Cancer Screen
Male $ 50
Female (not available) n/a
Miscellaneous Tests / Costs
Hearing Screen $ 25
Resting EKG (12 Leads) $ 50
Inguinal Hernia Test $ 50
Treadmill Stress Test $ 180
Appointment No Show (less than 24 hour notice) $ 25
Executive / Professional Physical $ 830
Docusign Envelope ID: 7A6C2F39-4FE0-412B-A760-C0BF10F9328C

4.E.g
Packet Pg. 274 Attachment: Pacific Harbor Medical Group 1st Modification (7427 : Approval of Modification of Agreements for OMTP) City Council
Report
City Council Meeting: December 16, 2025
Agenda Item: 4.F
1 of 4
To: Mayor and City Council
From: Dana Brown, Human Resources Director, Human Resources Department Subject: Approval of Second Modification of Agreement with USMD Direct Inc. for OnSite Occupational Medical Testing Services Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines; and

2. Authorize the City Manager to negotiate and execute a second modification to agreement #11001 in the amount of $76,000 with USMD Direct Inc. for on-site Occupational Medical Testing Services for the Human Resources Department.

This will result in a 6-year, and 1-month amended agreement with a new total amount not to exceed $476,000, with future year funding contingent on Council budget approval.

Summary
USMD Direct Inc. provides on-site Occupational Medical Testing Program (OMTP) services for current employees and new hires. Staff recommends extending the contract for an additional six months through June 30, 2026, to allow for time to complete a Request for Proposals (RFP) process and award contracts for future OMTP services.

Background
USMD Direct Inc. provides on-site Occupational Medical Testing Program (OMTP) services to protect employees from on-the-job health and safety risks through physicals, testing, and preventative health measures.

The Finance and Human Resources Departments manage the On-Site Occupational Medical Testing Services with assistance from operating departments and rely on

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private medical providers to carry out the testing required by the program. To comply with state and federal regulations, the City of Santa Monica (City) is required to provide employees in certain classifications with the following services: commercial driver medical examinations, tuberculosis screenings, and various vaccinations. In addition, as part of the OMTP program, DOT new hires receive commercial driver medical certification testing on-site at the Department of Transportation (DOT) Yard, providing a more efficient hiring process and increasing the capacity to hire more Motor Coach Operators.

On October 17, 2019, staff issued a Request for Proposal (RFP 244) for an operator of mobile medical unit(s) to provide on-site occupational medical testing services to City Employees. RFP was awarded to the only bidder, USMD Direct Inc. On February 25, 2020, the Santa Monica City Council authorized the City Manager to negotiate a contract with USMD Direct Inc. in an amount not to exceed $400,000. Based on the financial climate in May 2020, staff only chose to execute an agreement that did not exceed $300,000.

On March 14, 2025, the City of Santa Monica and USMD Direct Inc. modified the original agreement extending the term of the original agreement to December 31, 2025, and increasing funding to $400,000 as originally authorized by City Council.

Discussion
The Human Resources Department recommends a modification to the agreement #11001 in the total amount not to exceed $476,000, which provides for an additional $76,000 in funds to be used through June 30, 2026. The estimated additional expenditure is based on past monthly cost experience with the highest monthly spend at $11,502 and adding a 10% contingency. The proposed amendment will allow for additional time to complete a RFP process and award associated contracts.

Environmental Review
The agreement for ongoing classification and compensation services is exempt pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines, which states that CEQA does not apply, where it can be seen with certainty that there is no possibility that the activity in question

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may have a significant effect on the environment. The agreement would provide medical exams and would not result in physical effects. Therefore, it can be seen with certainty that the contract would not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

Past Council Actions
Meeting Date Description
02/25/2020
(attachment A)
Staff Report for Award Request for Proposal and enter into Agreement with USMD Direct Inc. for On-Site Occupational Medical Testing Services
05/21/2020
(attachment B)
Professional Services Agreement No. 11001
03/14/2025
(attachment C)
First Modification of Agreement No. 11001
Financial Impacts and Budget Actions
Staff seeks authority to approve funding from the Self-Insurance, Workers’ Compensation Fund to increase the amount of the contract with USMD Direct Inc. to provide on-site Occupational Medical Testing Program services. Although the SelfInsurance, Workers’ Compensation Fund incurs the initial charges, it is subsequently reimbursed by the other funds through their annual insurance premiums.

Contract/Agreement/Purchase Order Modification Request
Agreement
#
Current
Authorized
Amount
FY 2025-26
Modified
Request
Amount
Dept Account # Total Revised
Contract
Amount
11001 $400,000 $76,000 74800002.552010 $476,000
Future year funding is contingent on Council budget approval.

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Prepared By: Jennifer Garcia, Benefits Administrator
Approved Forwarded to Council
Attachments:

A. A - USMD 2020 Staff Report
B. B - USMD 2020 PSA signed
C. C - USMD 2025 1st Mod signed
D. OAKS INITIATIVE FY 2025-26
E. Levine Act Disclosure Form 11252025

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City Council
Report
City Council Meeting: February 25, 2020
Agenda Item: 3.E
1 of 4
To: Mayor and City Council
From: Gigi Decavalles-Hughes, Director, Finance Department, Risk Management Subject: Award Request for Proposal and enter into Agreement with USMD Direct Inc. for On-Site Occupational Medical Testing Services
Recommended Action
Staff recommends that the City Council:

1. Award RFP# 244 to USMD Direct Inc. (“USMD”), a California-based company for on-site occupational medical testing services

2. Authorize the City Manager to negotiate and execute an agreement with USMD, in an amount not to exceed $400,000 over a five-year period, with future year funding contingent on Council budget approval.

Summary
Staff recommends that the City enter into an agreement with USMD Direct Inc. (USMD) to provide legally mandated occupational medical testing (OMT) services to City employees on-site in a mobile medical unit at various locations throughout the City, such as the Big Blue Bus (BBB) Yards, City Yards, etc. A provider performing these services on-site as opposed to off-site in a medical office will result in the City reclaiming an estimated 900 hours annually in lost productivity.

Discussion
In order to comply with state and federal regulations, the City is required to provide employees in certain classifications with the following OMT services: Department of Transportation (DOT) commercial driver medical certification testing, tuberculosis screenings, and various vaccinations. Historically, OMT providers performed these services in their offices located outside the City limits. Consequently, an employee can miss several hours of work due to an OMT appointment, resulting in lost productivity and possible overtime costs.

4.F.a
Packet Pg. 279 Attachment: A - USMD 2020 Staff Report (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) 2 of 4
After exploring different options to combat this issue, staff determined that a mobile medical unit providing OMT services on-site was the best solution, as it could be achieved without significant changes to the City’s existing processes and minimal, if any, additional costs. To ascertain its feasibility and cost-effectiveness, a pilot program was conceived for BBB employees to obtain the most frequently used OMT service, commercial driver medical certification testing, on-site at the BBB Yard. Staff engaged in finding local medical providers that could participate in the pilot and found just one, USMD, that could administer the testing in the desired manner – in a mobile medical unit on-site. As a result, City Manager approved the contract with USMD per the exception to competitive bidding provision (Municipal Code 2.24.250) with a commencement date of October 15, 2018.

The results from the nine-month long pilot were very encouraging. BBB staff scheduling the commercial driver medical certification testing and the employees being tested both expressed satisfaction with the ease and convenience of the service provided by USMD. The City was able to recoup an estimated 558 hours in productivity that would be lost if each of the 223 participants was paid for two and half hours of travel and wait time, as was customary when utilizing brick-and-mortar medical providers for the testing. In addition, due to its lower overhead costs, USMD is less costly than the City’s OMT providers and as a result, BBB saved $20,895 in testing fees.

The pilot program results provided the data to support changing the delivery method for OMT services from medical facilities located outside the City limits to a mobile medical unit on-site. As such, staff decided to pursue a contract for a vendor to administer all OMT services, including vaccinations and TB tests, to all qualified employees on-site at the City’s various locations. This broader scope of work necessitated a much higher funding level than the amount included in the contract with USMD already in place. To ensure that every qualified consultant was considered for the city-wide program, staff issued a Request for Proposal (RFP) for an operator of mobile medical unit(s) to provide on-site OMT services to City employees.

4.F.a
Packet Pg. 280 Attachment: A - USMD 2020 Staff Report (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) 3 of 4
Consultant Selection
Bidder Recommendation
Best Qualified
Person/Firm
USMD Direct Inc.

Evaluation Criteria
(include all that apply)
Experience, quality of mobile medical unit, compliance with service standards, cost, references.

Municipal Code SMMC 2.24.190
RFPs Received
USMD Direct Inc.

RFP Data
Date Posted Posted On
Advertised In
(City Charter & SMMC)
Vendors
Downloaded
Date
Publicly
Opened
10/17/2019 City's Online
Bidding Site Santa Monica Daily Press 6 11/07/2019
Additional Vendor Outreach & Justification to Award
Given the specific nature of the request for a medical provider to administer OMT services on-site in a mobile unit, staff was satisfied that reissuing the RFP would not attract additional responses. A selection panel composed of staff from Human Resources and Finance was convened to evaluate USMD’s proposal. Based on this review, the selection panel determined that USMD satisfied the requirements set in the City’s RFP. Further, USMD’s performance during the pilot program demonstrated that it can provide high quality, timely, and cost-effective OMT services in compliance with service standards. As a result, staff recommends USMD as the best bidder.

Financial Impacts and Budget Actions
Staff seeks authority to approve funding from the Self-Insurance, Workers’ Compensation Fund to award an agreement with USMD Direct Inc. for on-site occupational medical testing services.

Contract/Agreement/Purchase Order Request
Request
Amount
FY 2019-20 Budget
Department/CIP Account #
Total Contract
Amount
$40,000 74800002.552010 $400,000

4.F.a
Packet Pg. 281 Attachment: A - USMD 2020 Staff Report (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) 4 of 4
Future year funding is contingent on Council budget approval.

Prepared By: Oles Gordeev, Risk Manager
Approved Forwarded to Council
Attachments:

A. USMD Oaks Initiative Form

4.F.a
Packet Pg. 282 Attachment: A - USMD 2020 Staff Report (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services)

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:

USMDDirect Inc.

Name(s) of trustees, directors, partners, and officers:

Fawad Zafar-Khan, Sadia Zafar-Khan
Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Fawad Zafar-Khan
Prepared by: Fawad Zafar-Khan______ Title: ___CEO________________

Signature: _________________ Date: __11/13/19_________
Email: [email protected]_______________ Phone: __310-913-0019____ FOR CITY USE ONLY:

Bid/PO/Contract # ____________________________ Permit # ___________________________

4.F.a
Packet Pg. 283 Attachment: A - USMD 2020 Staff Report (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) REFERENCE:

Agreement No. 11001 (CCS)

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Packet Pg. 284 Attachment: A - USMD 2020 Staff Report (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) - 1 -
Contract No. 11001 (CCS)

PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Agreement”), entered into as of _________________(“Execution Date”), by and between the City of Santa Monica (“City”) and USMD Direct Incorporated (“USMD”), is made with reference to the following:

RECITALS:

A. The City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of the City.

B. USMD is qualified to do business, and is doing business, in the State of California.

USMD represents it has the background, knowledge, experience and expertise necessary to provide the services set forth in this Agreement.

C. The City and USMD now desire to enter into an agreement for USMD to provide professional services to the City.

NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows:

TERMS AND CONDITIONS

1. Term. This Agreement begins on the Execution Date and terminates 5 years from the Execution Date, unless sooner terminated in accordance with Section 14.

2. USMD Services. USMD will perform all of the services (“Services”) described in Exhibit A, Scope of Services. USMD will complete the Services in accordance with Exhibit B, Budget.

3. City Services. The City agrees to:

3.1 Make available to USMD any currently existing documents, data or information required for the performance of the Services.

3.2 Designate a representative authorized to act on behalf of City.

3.3 Promptly examine and render findings on all documents submitted for staff review by USMD.

4. Compensation. The City will compensate USMD for the Services performed in an amount not to exceed $300,000, as set forth in Exhibit B.

5. Invoices. USMD will invoice the City for the Services in accordance with Exhibit B and the City will pay any undisputed amount within 30 days of receipt.

DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C 5/21/2020

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Packet Pg. 285 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) - 2 -

6. Notices. All notices, demands, requests or approvals to be given under this Agreement, must be in writing and will be deemed served when delivered personally, by email, or on the third business day after deposit in the United States mail, postage prepaid, registered or certified, addressed as follows:

6.1 All notices, demands, requests or approvals to the City:

Human Resources
City of Santa Monica
1685 Main Street
Santa Monica, California 90401
Attention: Chief People Officer
Re: Contract No. 11001
with a copy to:

Santa Monica City Attorney’s Office
1685 Main Street, Third Floor
Santa Monica, California 90401
Attention: City Attorney
Re: Contract No. 11001

6.2 All notices, demands, requests or approvals to USMD:

USMD Direct Incorporated
2021 Santa Monica Blvd, Suite 710E
Santa Monica, CA 90404
Attention: Fawad Zafar-Khan MD
Re: Contract No. 11001

7. Independent Parties. Both parties to this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers of one another.

Neither the City nor its officers or employees will have any control over the conduct of USMD or any of USMD’s agents, employees, or subconsultants, except as otherwise provided in this Agreement.

8. Integrated Contract. This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties. Any preliminary negotiations and agreements of any kind or nature are merged into this Agreement. No oral agreement or implied covenant may be held to vary the provisions of this Agreement.

This Agreement may be modified only by written agreement signed by City and USMD, and approved as to form by the City Attorney.

9. Insurance. Prior to commencing work, USMD must procure, maintain and pay for insurance against claims for injuries to persons or damage to property that may arise from or in connection with the performance of the Services by USMD or USMD’s DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

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Packet Pg. 286 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) - 3 -
agents, representatives, employees or subconsultants for the duration of this Agreement. USMD must obtain insurance that, at a minimum, meets the requirements for insurance set forth in Exhibit C, Insurance Requirements and Verifications.

10. Defense and Indemnification.

10.1 Indemnification. As to USMD’s Services produced under this Agreement, USMD agrees to defend, indemnify, protect, and hold harmless the City, its agents, officers, boards and commissions, and employees (collectively, “City”) from and against any and all liability, claims, demands, damages, or costs, including but not limited to attorney’s fees, or payments for injury to any person or property (collectively, “Losses”) caused or claimed to be caused by the acts, errors and/or omissions of USMD, or USMD’s employees, agents, officers, and subconsultants. USMD’s responsibilities under this Section 10.1 include liability arising from, connected with, caused by, or claimed to be caused by the active or passive negligent acts or omissions of the City, which may be in combination with the acts or omissions of USMD, its employees, agents or officers, or subconsultants; provided, however, that USMD’s duty to defend, indemnify, protect and hold harmless shall not include any Losses arising from the sole negligence or willful misconduct of the City.

Notwithstanding USMD’s obligation to defend City hereunder, City has the right to conduct its own defense and seek reimbursement for reasonable costs of defense from USMD, if City chooses to do so.

10.2 Enforcement Costs. USMD agrees to pay any and all costs the City incurs enforcing the indemnity, defense and hold harmless provisions set forth in Section 10.1.

11. Prohibition Against Transfers.

11.1 USMD may not assign, hypothecate, or transfer this Agreement or any interest therein directly or indirectly, by operation of law or otherwise without the prior written consent of City. Any attempt to do so without the City’s consent will be null and void, and any assignee, hypothecatee or transferee acquires no right or interest by reason of such attempted assignment, hypothecation or transfer.

11.2 The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of USMD or of any general partner or joint venturer or syndicate member of USMD, if a partnership or joint venture or syndicate exists, which results in changing the control of USMD, will be construed as an assignment of this Agreement. Control means 50% or more of the voting power of the corporation.

DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

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Packet Pg. 287 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) - 4 -

12. Permits and Licenses. USMD, at its sole expense, must obtain and maintain during the term of this Agreement all required business and professional permits, licenses and certificates.

13. Waiver. A waiver of any breach of this Agreement may not be deemed a waiver of any subsequent breach of the same or any other term, covenant, or condition of this Agreement.

14. Default and Termination.

14.1 If USMD fails or refuses to perform any of the provisions of this Agreement, and if the default is not cured within a period of five days after the City’s written notice of default specifying the nature of the default, City may immediately terminate this Agreement by written notice to USMD.

14.2 The City has the option, at its sole discretion and without cause, of terminating this Agreement by giving ten days’ written notice to USMD. Upon termination of this Agreement, City will pay USMD any compensation earned and unpaid up to the effective date of termination.

15. Compliance with Law. USMD must comply with all laws of the State of California and the United States, and all ordinances, rules, and regulations enacted or issued by City.

16. Discrimination. USMD may not discriminate in the provision of services hereunder because of race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability.

17. Nuisance. USMD may not maintain, commit, or permit the maintenance or commission of any nuisance in connection with the performance of services under this Agreement.

18. Records.

18.1 USMD must maintain complete and accurate records with respect to costs, expenses, receipts and other such information required by the City for any services provided where compensation is on the basis of hourly rates, subconsultant costs, or other direct costs. USMD must keep the records, together with supporting documents, separate from other documents and records and maintain them for a period of three years after receipt of final payment.

18.2 USMD must maintain records in sufficient detail to permit an evaluation of the Services and in accordance with generally accepted accounting principles.

USMD must clearly identify all records and make them readily accessible to the City. At the City’s request, USMD must provide records in an electronic format and, if necessary, access to any proprietary software to view such electronic records.

DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

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Packet Pg. 288 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) - 5 -

18.3 USMD must allow the City to have free access to USMD’s books and records and to inspect all work, data, documents, proceedings and activities related to this Agreement. The City has the right to examine or audit USMD’s records, and USMD agrees to cooperate with any examination or audit of its records. If a City audit discloses an error of 5% or more in information reported by USMD, USMD agrees to pay the cost of the City’s audit computed on the basis of four times the direct payroll of the audit staff completing the audit and audit report.

19. Work Product; Reports.

19.1 Any work product prepared or caused to be prepared by USMD or any subconsultant for this Agreement will be the exclusive property of City. No work product given to or prepared by USMD or any subconsultant pursuant to this Agreement may be made available to any individual or organization by USMD without prior written approval by City.

19.2 At the City’s request, USMD must furnish reports concerning the status of the Services.

20. Standard of Care. USMD agrees to provide all Services, including services performed by any subconsultant, in a manner consistent with the level of care and skill ordinarily exercised by members of USMD’s profession currently practicing in the same locality under similar conditions.

21. Subconsultants.

21.1 If USMD proposes to have any subconsultant perform any part of the Services, USMD must submit a request for approval in writing, describing the scope of work to be subcontracted, the name of the proposed subconsultant, and the total price or hourly rates used in preparing an estimated cost for the subconsultant’s services. The City, in its sole discretion, may grant or deny the request.

21.2 USMD will be responsible for the quality of any subconsultant’s work. Every subcontract or agreement of any kind entered into between USMD and any subconsultant (or between any subconsultant and others) must contain the following provision:

This agreement is consistent with all terms and conditions of the Agreement No. 11001 (CCS) entered into between the City of Santa Monica and USMD on^^____________________.

22. Governing Law. The laws of the State of California, without regard to any choice of law provisions, will govern this Agreement.

23. Venue and Jurisdiction. The City and USMD agree that the Services will take place in Los Angeles County. Any litigation arising out of this Agreement may only be brought DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C 5/21/2020

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Packet Pg. 289 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) - 6 -
in either the United States District Court, Central District of California, or the Superior Court of California, County of Los Angeles, West District, as appropriate.

The parties agree that venue exists in either court, and each party expressly waives any right to transfer to another venue. The parties further agree that either court will have personal jurisdiction over the parties to this Agreement.

24. Survival of Provisions and Obligations. Any provision of this Agreement, which by its nature must be exercised after termination of this Agreement, will survive termination and remain effective for a reasonable time. Any obligation that accrued prior to termination of this Agreement will survive termination of this Agreement.

25. Exhibits. The following exhibits are incorporated by reference into this Agreement as though fully set forth herein.

Exhibit A Scope of Services
Exhibit B Budget
Exhibit C Insurance Requirements
In witness whereof, the parties have caused this Agreement to be executed the day and year first above written.

ATTEST:
______________________________

DENISE ANDERSON-WARREN
City Clerk
APPROVED AS TO FORM:
______________________________

LANE DILG
City Attorney

CITY OF SANTA MONICA,
a municipal corporation
By: ______________________________

RICK COLE
City Manager
USMD Corporation
#VENDOR
By: ________________________________
DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C Interim City Attorney
George S. Cardona
5/18/2020
5/18/2020
CEO
Fawad Zafar-Khan
Fawad Zafar-Khan MD
Lane Dilg
City Attorney
5/21/2020
Denise Anderson-Warren
5/21/2020
City Clerk

4.F.b
Packet Pg. 290 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) Exhibit A
Scope of Services
The following on-site occupational medical services are to be provided by USMD at various City facilities:

1. DOT Commercial Driver Medical Certification
Physical Exams will be conducted in accordance with the United States Department of Transportation (DOT) Commercial Driver Medical Certification regulations and include the following components:
 Physician review of medical history component of the DOT Medical Examination Report for Commercial Driver Fitness with employee  Basic Physical 1
 Inguinal Hernia Check
 Vision and Color Screen
 Urinalysis
 Physician Assessment of Commercial Driver Fitness
1 Basic Physical: height; weight; blood pressure; pulse rate; lung and chest check; head, eyes, ear, nose and throat check; abdomen check; nervous system check (i.e., reflexes, gate); musculosketal check, and flexibility and range of motion.

2. Vaccinations
Vaccinations will be administered in the following dosages:

 Tdap (Tetanus / Diphtheria / Pertussis) 1 dose of vaccine  MMR (Measles /Mumps / Rubella)
o Sworn fire personnel and Pier and Harbor Officers receive 2 doses of vaccine (due to health care duties)
o All other classifications receive 1 dose of vaccine.
 Varicella 2 doses of vaccine
 Hepatitis A only: 2 doses of vaccine
 Hepatitis B only: 3 doses of vaccine
 Twinrix: 3 doses of vaccine
 Rabies (pre-exposure): 3 doses of vaccine
 Flu
DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

4.F.b
Packet Pg. 291 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services)

3. Tuberculosis (TB) Screening Services:

TB Screenings will be subject to the following conditions:
 Screening will be carried out using an FDA approved interferongamma release assay (IGRA) blood test  Follow-up screening will be conducted on-site via the mobile medical van
 Chest x-ray will be conducted on-site via mobile medical van for positive TB test

4. Agreement administration/performance requirements:
 Coordination: USMD and Human Resources will assign a liaison to serve as each organization's primary contact for contract administration.
 Facility: USMD mobile medical unit will be available to provide the scope of services identified in this Agreement, at a minimum, three times a month.
 Personnel Assigned to Contract: USMD will ensure that all personnel assigned to this contract possess the required local, state and federal licenses and certificates to carry out the medical exams and laboratory tests set out in this agreement.
 Recording and Transmitting Exam Results: USMD transmit results in compliance with all applicable privacy laws and City directives.  Records Management and Retention: USMD will manage all medical records in compliance with all applicable medical privacy laws.  Special Circumstances: In certain limited and special circumstances, USMD when requested by the City, will provide next day
appointments for exams.
 Performance Standards: USMD will provide exam results to Human Resources within 3 business days of exam completion.

DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

4.F.b
Packet Pg. 292 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) Exhibit B
Budget
The total compensation paid by the City to USMD under this Agreement shall not exceed $300,000. The City shall compensate USMD for the Services provided in accordance with the fee schedule below:

Service Cost
DOT Commercial Driver Medical Certification Testing
 Medical Certification Exam $150
Vaccinations
 Tdap $95
 MMR (per vaccine) $135
 Varicella (per vaccine) $170
 Hepatitis A (per vaccine) $120
 Hepatitis B (per vaccine) $120
 Twinrix (per vaccine) $200
 Rabies (per vaccine) $400
 Flu $50
TB Screenings
 TB Blood Test $99
 Chest X-Ray for positive PPD (one view) $75
 Chest X-Ray for positive PPD w/symptoms
(one view)
$75
DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

4.F.b
Packet Pg. 293 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) Exhibit C
Insurance Requirements and Verifications
Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, employees or subcontractors.

Minimum Scope and Limits of Insurance
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal and advertising injury, with limits of no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (Insurance Services Office Form CG 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and Code 9 (non-owned), with limits of no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation: Workers’ Compensation insurance as required by the State of California, with Statutory Limits and Employers’ Liability Insurance with limits of no less than $1,000,000 per accident for bodily injury or disease (see footnote #1).

4. Professional Liability: Insurance appropriate to the Consultant’s profession with limits of no less than $1,000,000 per occurrence or claim/$2,000,000 in the annual aggregate.

If the Consultant maintains broader coverage or higher limits than the minimums shown above, the City of Santa Monica requires and shall be entitled to any broader coverage and higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Santa Monica.

Other Insurance Provisions

1. The insurance policies are to contain, or be endorsed to contain, the following provisions:

DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

4.F.b
Packet Pg. 294 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) a. Additional Insured Status: The City of Santa Monica, its officers, officials, employees and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of Consultant including materials, parts, or equipment furnished in connection with such work or operations. CGL coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as Insurance Services Office Form CG 20 10 11 85, or if not available, through the addition of a combination of (1) CG 20 10, CG 20 26, CG 20 33, or CG 20 38 and (2) CG 20 37).
b. Primary Coverage: For any claims related to this Agreement, the Consultant’s insurance shall be primary coverage at least as broad as Insurance Services Offices Form CG 20 01 04 13 as respects the City of Santa Monica, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by the City of Santa Monica, its officers, officials, employees or volunteers shall be in excess of the Consultant’s insurance and shall not contribute with it. c. Notice of Cancellation: Each insurance policy required herein shall state that coverage shall not be cancelled except after notice has been given to the City of Santa Monica.
d. Waiver of Subrogation: Consultant hereby grants to the City of Santa Monica a waiver of any right of subrogation which any insurer of said Consultant may acquire against the City of Santa Monica by virtue of payment of any loss. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Santa Monica has received a waiver of subrogation endorsement from the insurer.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City of Santa Monica. The City of Santa Monica may require the Consultant to purchase coverage with a lower retention or provide satisfactory proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City of Santa Monica.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to the City of Santa Monica.

Claims Made Policies
DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

4.F.b
Packet Pg. 295 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services)

1. If the Professional Liability policy provides “claims made” coverage:
a. The Retroactive Date must be shown and must be before the date of this Agreement or the start of work.
b. The insurance must be maintained, and evidence of insurance must be provided for at least 5 years after completion of work.
c. If the policy is cancelled or not renewed, and not replaced with another “claims made” policy form with a Retroactive Date prior to the effective Agreement date, the Consultant must purchase “extended reporting” coverage for a minimum of 5 years after completion of work.

Verification of Coverage
Consultant shall furnish the City of Santa Monica with original certificates and amendatory endorsements (or copies of the applicable policy language effecting coverage provided by this clause). All certificates and endorsements are to be received and approved by the City of Santa Monica before work commences. However, failure to obtain required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.

The City of Santa Monica reserves the right to require complete, certified copies of all required insurance policies, including the endorsements required herein, at any time.

Failure to Maintain Insurance Coverage
If Consultant, for any reason, fails to maintain insurance coverage which is required pursuant to this Agreement, the same shall be deemed a material breach of contract. The City of Santa Monica, at its sole option, may terminate this Agreement and obtain damages from the Consultant resulting from said breach.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein. All exceptions must be approved in writing by the Risk Manager.

Footnotes
# 1: Workers’ Compensation insurance coverage is not required if the Consultant does not have employees. The Consultant must, however, execute the City’s Workers’ Compensation Coverage Exemption Declaration Form.

DocuSign Envelope ID: 4F68C5EB-8460-44D2-87FD-D4CB5C8ACA4C

4.F.b
Packet Pg. 296 Attachment: B - USMD 2020 PSA signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) 1 Rev. October 2023
FIRST MODIFICATION OF AGREEMENT NO. 11001 (CCS)
This First Modification of Agreement Number 11001 (CCS) (“First Modification”), entered into as of _________________ (“Execution Date”), by and between the City of Santa Monica, a municipal corporation (“City”), and USMD Direct Incorporated (“USMD”) is made with reference to the following:

RECITALS
A. On February 25, 2020, the Santa Monica City Council authorized the City Manager to negotiate a contract with USMD in an amount not to exceed $400,000. Based on the financial climate in May of 2020, staff only choose to execute an agreement that did not exceed $300,000.

B. On or about May 21, 2020, the City and USMD entered into Agreement Number 11001 (CCS) for on-site medical services (“Original Agreement”).

C. The Original Agreement currently expires on May 21, 2025.

D. The City and USMD desire to modify the Original Agreement to: (a) increase the compensation to USMD to $400,000 as originally authorized by the City Council; and (b) extend the term of the Original Agreement to allow staff time to issue a Request for Proposal (RFP) with the goal of executing a new on-site medical services contract by December 31, 2025.

TERMS AND CONDITIONS
Now, therefore, the undersigned parties do hereby mutually agree to modify the Original Agreement as follows:

1. Section 1 of the Original Agreement entitled “Term” shall be deleted in its entirety and replaced with the following paragraph:

Term. This Agreement begins on the Execution Date and terminates on December 31, 2025, unless terminated earlier as set forth in the Original Agreement or extended by the parties in writing.

2. Section 4 of the Original Agreement entitled “Compensation” shall be modified by adding the following paragraph:

Compensation for Services through December 31, 2025. The City will compensate USMD for Services provided through December 31, 2025.

The total compensation for all Services provided pursuant to the Original Agreement and this First Modification shall not exceed $400,000.

3. Exhibit B-1 is attached hereto and incorporated herein by this reference.

4. Execution in Counterparts. This First Modification may be executed in counterparts with the same effect as if both parties hereto had executed the same document. All counterparts shall be construed together and shall constitute a single modification. Any signature to this First Modification transmitted electronically through Docusign Envelope ID: 2BCF3FCF-C65D-4D5C-99F5-482490932B57 3/14/2025

4.F.c
Packet Pg. 297 Attachment: C - USMD 2025 1st Mod signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) 2 Rev. October 2023
DocuSign or PDF shall be deemed an original signature and be binding upon the parties hereto (it being agreed that such electronic signature shall have the same force and effect as an original signature).

5. Except as expressly modified by this First Modification, all other terms and conditions of the Original Agreement shall be and remain in full force and effect.

IN WITNESS WHEREOF, the parties have executed this First Modification as of the date and year first written above.

ATTEST:
______________________________

DENISE ANDERSON-WARREN
City Clerk
APPROVED AS TO FORM:
______________________________

LANE DILG
City Attorney

CITY OF SANTA MONICA,
a municipal corporation
By:
______________________________

RICK COLE
City Manager
USMD Corporation
#VENDOR
By:
_______________________________
Docusign Envelope ID: 2BCF3FCF-C65D-4D5C-99F5-482490932B57

DOUGLAS SLOAN
City Attorney
3/12/2025
Fawad Zafar-Khan
Fawad Zafar-Khan MD
3/13/2025
CEO
Acting City Manager
Susan Cline
3/14/2025
3/17/2025
City Clerk
Nikima Newsome

4.F.c
Packet Pg. 298 Attachment: C - USMD 2025 1st Mod signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) 3 Rev. October 2023
Exhibit B-1
Revised Budget
The City will compensate USMD for Services provided through December 31, 2025, at the rates set forth in the fee schedule below. The total compensation for all Services provided pursuant to the Original Agreement and this First Modification shall not exceed $400,000.

Fee Schedule:

Service Cost
DOT Commercial Driver Medical Certification Testing
 Medical Certification Exam $150
Vaccinations
 Tdap $95
 MMR (per vaccine) $135
 Varicella (per vaccine) $170
 Hepatitis A (per vaccine) $120
 Hepatitis B (per vaccine) $120
 Twinrix (per vaccine) $200
 Rabies (per vaccine) $400
 Flu $50
TB Screenings
 TB Blood Test $99
 Chest X-Ray for positive PPD (one view) $75
 Chest X-Ray for positive PPD w/symptoms
(one view)
$75
Docusign Envelope ID: 2BCF3FCF-C65D-4D5C-99F5-482490932B57

4.F.c
Packet Pg. 299 Attachment: C - USMD 2025 1st Mod signed (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services)

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 theofficial 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 SantaMonica.

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, theCity compiles and maintains certain information. That information includes the name of any personorpersons whois seeking a “publicbenefit.” If the“public benefit” is sought by an entity, ratherthan an individual person, the information includes the nameof everyperson 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.

4.F.d
Packet Pg. 300 Attachment: OAKS INITIATIVE FY 2025-26 (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services)

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-monthperiod;

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 inany 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:

Permit #
FOR CITY USE ONLY:

Bid/PO/Contract #

4.F.d
Packet Pg. 301 Attachment: OAKS INITIATIVE FY 2025-26 (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing Services) City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

CALIFORNIA LEVINE ACT DISCLOSURE
The Levine Act prohibits City Officers from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $500 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.

Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal.

Code Regs. Section 18438.1, which states:

An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or (4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.

A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form. https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
https://www.smgov.net/boards/
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________ Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.

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Packet Pg. 302 Attachment: Levine Act Disclosure Form 11252025 (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing City of Santa Monica Levine Act Disclosure Form
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.

By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.

I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIATHAT THE FOREGOING IS TRUEAND CORRECT.

Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:

Please note this form is a public record and subject to a California Public Records Act request.

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Packet Pg. 303 Attachment: Levine Act Disclosure Form 11252025 (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

State law requires a party to a proceeding to disclose any contributions exceeding an aggregate $500 that the party and their agents have made to an officer of the City within the preceding 12 months. The Disclosure Form is intended to assist City officials with recognizing when they have an obligation to disclose and recuse themselves, and to aid parties with their disclosure obligations.

1. To what sort of proceedings is the disclosure form applicable? The Levine Act applies to all discretionary entitlements and contracts, with the exception of labor contracts, personal employment contracts, and contracts that must be awarded to the lowest responsive/responsible bidder. It does not apply to ministerial approvals.

For instance, the Levine Act applies to the following:
• Building and development permits
• Conditional use permits
• Contracts generally (unless an exception applies):
o Real property contracts for purchase, sale, lease
o Contract amendments
o Settlement agreements
o Contracts for goods, services, professional services that are not awarded pursuant to a competitive process
• Public street abandonments
• Private development plans
• Professional license revocations
• Rezoning of specific real estate parcels
• Event permits
• Rulemaking procedures affecting a particular industry where only a small number of businesses are affected
• Special district formation proceedings involving the creation of a special use or benefit to the person in the district
• Tentative subdivision and parcel maps

4.F.e
Packet Pg. 304 Attachment: Levine Act Disclosure Form 11252025 (7428 : Approval of Modification of Agreements for On-Site Occupational Medical Testing