CITY OF SANTA MONICA
OAKS INITIATIVE NOTICE
NOTICE TO APPLICANTS, BIDDERS, PROPOSERS
AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,
OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA
Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk.
This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica.
All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period.
In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months.
Docusign Envelope ID: 387BACA0-1D9C-8BEA-80AC-E7271E8666E7
CITY OF SANTA MONICA
OAKS INITIATIVE DISCLOSURE FORM
In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity.
Public benefits include:
1. Personal services contracts in excess of $25,000 over any 12-month period;
2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;
3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;
4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;
5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;
6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or
7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.
Name(s) of persons or entities receiving public benefit:
Name(s) of trustees, directors, partners, and officers:
Name(s) of persons with more than a 10% equity, participation, or revenue interest:
Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY:
Bid/PO/Contract # ____________________________ Permit # ___________________________ Wendy Strait Vice President, Enterprise Channel [email protected] (650) 753-3156 GRAIL, Inc.
Directors: Gregory Summe, Sarah Krevins, Steven Mizell, Joshua Ofman, Robert Ragusa (until 6/1) Officers: Joshua Ofman, Aaron Freidin, Robert Ragusa (until 6/1) None
Docusign Envelope ID: 387BACA0-1D9C-8BEA-80AC-E7271E8666E7 May 28, 2026
Name(s) of trustees, directors, partners, and officers:
Directors:
• Gregory Summe
• Sarah Krevins
• Steven Mizell
• Joshua Ofman
• Robert Ragusa (until 6/1)
Officers:
• Joshua Ofman
• Aaron Freidin
• Robert Ragusa (until 6/1)
Docusign Envelope ID: 387BACA0-1D9C-8BEA-80AC-E7271E8666E7 Certificate Of Completion
Envelope Id: 387BACA0-1D9C-8BEA-80AC-E7271E8666E7 Status: Completed Subject: Complete with Docusign: OAKS_INITIATIVE_FORM.pdf Source Envelope:
Document Pages: 3 Signatures: 1 Envelope Originator:
Certificate Pages: 1 Initials: 0 Christy Preen
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
1525 OBrien Drive
Menlo Park, CA 94025
[email protected]
IP Address: 165.85.180.17
Record Tracking
Status: Original
5/28/2026 1:49:54 PM
Holder: Christy Preen
[email protected]
Location: DocuSign
Signer Events Signature Timestamp
Wendy Strait
[email protected]
VP Enterprise Channels
GRAIL
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 165.85.180.17
Signed using mobile
Sent: 5/28/2026 1:50:32 PM
Viewed: 5/28/2026 2:14:22 PM
Signed: 5/28/2026 2:14:27 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 5/28/2026 1:50:33 PM
Certified Delivered Security Checked 5/28/2026 2:14:22 PM Signing Complete Security Checked 5/28/2026 2:14:27 PM
Completed Security Checked 5/28/2026 2:14:27 PM
Payment Events Status Timestamps