SR 09-26-2023 5G
City Council
Report
City Council Meeting: September 26, 2023
Agenda Item: 5.G
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To: Mayor and City Council
From: David Martin, Director, Administration
Subject: Approval of Contract with SHI International Corp. for purchase of software
from Granicus, LLC. for short term rental address verification, compliance
monitoring, permitting, and tax collection services for the City of Santa Monica
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of Categorical Exemption 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 professional services
agreement with SHI International for purchase of software services from
Granicus, LLC for short term rental address verification, compliance monitoring,
permitting and tax collection services for the Community Development and
Finance Departments. This recommended award is made as an exception to the
competitive bidding process pursuant to Section 2.24.250(c) and is for a total
amount not to exceed $455,560 over a five-year period with future year funding
contingent on Council budget approval.
Summary
As the City of Santa Monica continues to recover from the economic impacts of the
COVID-19 pandemic, the City is seeking ways to streamline its operations to improve its
efficiency and effectiveness. There is an opportunity to improve the efficiency of
administering the home-sharing program and improve outcomes for the community by
reducing the illegal use of housing units by short-term users.
Currently, the permitting and enforcement aspects of the home-sharing program are
performed manually, which slows the issuance of the licenses, creates impediments to
effective identification and enforcement of illegal home-share listings, and limits the
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amount of taxes collected from home-sharing activities in the City. Cloud-based
software systems exist which can help cities automate licensing and permitting
workflows, identify illegal home-share listings, and collect the required taxes owed. By
leveraging the power of artificial intelligence and coupling it with human analysts, these
services allow Santa Monica to increase efficiency and effectiveness in operations while
better serving the community. The proposed Agreement with SHI International Corp.
would include cloud-based software services from Granicus, LLC, for short term rental
(home-share) address verification, compliance monitoring, permitting, and tax collection
services for the City of Santa Monica.
Background
On May 12, 2015, the Santa Monica City Council adopted the "Home-Sharing
Ordinance," adding Chapter 6.20 to the Santa Monica Municipal Code clarifying
prohibitions against short-term vacation rentals and imposing regulations on home-
sharing. This law became effective on June 12, 2015, and was subsequently amended
by ordinances adopted on January 24, 2017, June 27, 2017, and September 24, 2019.
The Home-Sharing Ordinance allows eligible residents (owners and long-term
residents) to apply for a home-sharing permit and business license so that they can
home-share their primary residence. In addition, the September 24, 2019 amendments
to the ordinance contain listing and advertising requirements, restrictions on the number
of group bookings, occupancy and visitor vehicle limitations, and other prohibitions.
These amendments took effect on October 24, 2019 and apply to all home-shares,
including those operating under business licenses obtained prior to the effective date of
the ordinance. On May 9, 2023, the City Council also approved an amendment to the
Home-Sharing Ordinance which permitted home-sharing in certain qualifying accessory
structures and created a home-sharing legalization program.
Discussion
The current Home-Sharing Ordinance provides for regulations of two types of Short-
Term Rentals:
• “Home-Sharing” – The law authorizes home-sharing, which is the rental of 30
consecutive days or less of one or more bedrooms in the home that is the
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primary residence of the host while the host lives on-site in the home throughout
the visitor’s stay.
• "Vacation Rental” – The law continues the City’s longstanding prohibition against
vacation rentals. A vacation rental is the rental of 30 consecutive days or less of
a home, in whole or in part, for exclusive transient use. The visitor enjoys the
exclusive private use of the unit.
Currently, the City of Santa Monica permits home-sharing by any natural person who:
(1) is either: (i) a long-term resident of a dwelling unit, or (ii) an owner of a dwelling unit;
and (2) uses that dwelling unit as his or her primary residence.
According to insideairbnb.com, as of June 6, 2023, there are over 1,300 short-term
rental listings in Santa Monica on Airbnb. AirDNA, another major short-term rental
market analysis company, estimates there are just over 1,100 listings. This number
does not account for listings found on sites other than Airbnb and VRBO. These listings
are found throughout the city. The overwhelming majority of these listings are for entire
homes/apartments, which likely violates the requirements of the Home-Sharing
Ordinance as the host is required to live on-site during the guests’ stay. Whole unit
listings are those most likely to result in the removal of housing from the long-term rental
market.
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Santa Monica AirBnB Listings as of June 6, 2023
(Source: insideairbnb.com)
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Most recently, one Code Enforcement Officer has been assigned to addressing all
home-sharing violations in the City. Complaints are addressed on a reactive basis. The
investigative process is entirely manual, which makes the enforcement process slow
and inefficient. In order to verify that a violation exists, the officer must find a link to a
listing at the property where concerns are being raised. Links are often turned off and
on by the host at various times of the day, often activated during hours where staff is
unlikely to be on duty.
Once a live link is identified, staff must be able to tie the unit in the listing to a particular
property or address. This is the most difficult part of the process as hosts generally do
not post photos of the outside of the building or the unit on the listing. The addresses
are also generally not included in the listing. Without being able to tie a listing to an
address, Code Enforcement is unable to move forward with the enforcement process.
Leveraging the use of the Granicus, LLC software through an agreement with SHI
International Corp will support the Code Enforcement Officer assigned to addressing
home-sharing violations to more effectively address violations and streamline the
permitting and revenue collection processes by automating the required processes,
which are currently done manually. This service can enable more effective enforcement
of the home-sharing program.
Granicus, LLC. provides a cloud-based software platform that engages in web scraping,
a process that extracts underlying HTML code and data to extract content and data from
a website, to identify listings and extract as much information as possible to allow their
artificial intelligence (AI) models to narrow down the list of possible address/owner
matches. Once a listing is found, Granicus uses the power of AI as well as human
analysts to identify the exact addresses and owner information for each identifiable
home-share /short-term rental listing. The fact that the City of Santa Monica has a high
number of multi-family buildings will complicate the process and likely lower the
effectiveness of the program, the platform will still result in a higher number of
identifiable listings than the current manual process will.
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The Granicus software will also automate the systematic capture of listing screenshots.
Listing status, metadata and full screen screenshots are time stamped and made
available in real time on the rental unit record. This evidence collection streamlines the
code enforcement process by providing documented evidence of every address match
to support all of Santa Monica’s enforcement efforts. Users can easily track the status of
individual rentals and create case notes on the unit’s record.
As complaints are received, or violations are confirmed, the platform’s compliance
monitoring abilities allows staff to stay in control of the enforcement process and save
time by sending courtesy letters and notices of violation, using City approved templates,
with the click of a button. These letters can include photos or other evidence which can
increase our outreach effectiveness and efficiency. This process will enable Code
Enforcement staff to be more proactive in the enforcement of the Home-sharing
Ordinance.
The platform also includes a mobile permitting and registration portal. This simplifies
Santa Monica’s currently manual permitting and registration processes and significantly
reduces the administrative costs on the back end.
Transient Occupancy Tax (TOT) will also be collected through the Granicus platform.
Currently, TOT is primarily collected from Airbnb and VRBO. A few properties as well as
the platform Trip Advisor also pay the City directly. The City entered into agreements
with Airbnb and Homeaway whereby the platforms would collect the required taxes and
remit them to the City on behalf of their users. The data included with the remittance is
anonymized and cannot be traced to any specific listing nor easily audited. The
Granicus platform will provide a user-friendly process to licensees where they can remit
TOT for transactions booked through platforms beyond Airbnb and VRBO. Monthly
emails will be automatically sent to licensees, reminding them of the deadline to pay the
taxes owed and providing a direct link to the portal where income can be itemized, and
taxes paid.
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Rental activity monitoring automates and strengthens the City’s ability to audit hosts,
maximizing the impact of audit efforts. By looking for signs of rental activity, Granicus
can assist with identifying tax fraud and occupancy and/or booking violations by home-
share listings. Listing reviews and calendar updates are two of the methods used to
identify rental activity.
Granicus can help streamline the audit process by allowing the City to request all
backup information be submitted through simple, interactive online forms. Hosts can
easily upload short-term rental revenue statements to verify rental activity.
Concerned neighbors can call a 24/7 short term rental hotline or report incidents online
directly through the service. This portal allows reporting parties to provide information
on alleged incidents and are asked to submit photos, videos or other proof of the
alleged violation. If a property is registered, Granicus immediately calls and texts hosts
and/or emergency contacts to seek acknowledgement and resolution. Complaints and
resolution notes are saved in the database so serial offenders can be held accountable.
A dashboard is provided where detailed reports are available, allowing the City to track
all home-share related complaints in real time. Information will be widely available
through 311, the City’s website and shared on social media and citywide messaging
once it is available.
All personal data that is collected will be available only to those City staff members with
login access. The primary users will be Code Enforcement, Finance, and City Attorney
staff.
Past Council Actions
Meeting Date Description
4/28/2015 Ordinance 2484 – Creation of Home-Sharing Ordinance
1/10/2017 Ordinance 2535 – Home-Sharing Ordinance update; amend
definitions, limit obligations on hosting platforms
6/13/2017 Ordinance 2547 – Home-Sharing Ordinance update; treatment of
accessory dwelling units
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9/10/2019 Ordinance 2616 – Strengthen regulation of home-sharing and
vacation rentals
10/25/2022 Resolution 11481 – Establish a special home-share legalization
program to authorize previously permitted home-share operators to
resume operations pending updates to the Home-Sharing
Ordinance and Zoning Ordinance
3/11/2023 City Council workshop to select Council priorities and provide
direction on the Fiscal Year 2023-2025 budget
3/21/2023 Zoning Ordinance amendments for Housing Element
implementation, including amendments to accessory structures
5/9/2023 Ordinance 2784 – Authorize home-sharing in certain accessory
structures and incorporate a home-sharing legalization program
Vendor Selection
Staff met with and attended demonstrations of the two most prominent short-term rental
monitoring services, Granicus (Host Compliance) and Avenu Insights (Harmari). Both
providers demonstrated an overview of their services and capabilities. After internal
discussions, staff decided that Granicus is the system that best meets the needs of the
City of Santa Monica.
Exception to Competitive Bidding
Staff recommends contracting with SHI International Corp. for services from Granicus,
LLC. to furnish and deliver home-sharing address identification, compliance
monitoring, registration, and tax collection services as an exception to competitive
bidding per Municipal Code 2.24.250(c): competitive procedures were followed by a
governmental agency, federal, state, county, city, joint powers agency, special district,
or cooperative purchasing agency, that are equivalent to the procedures required in
Chapter 2.24, and the goods or services are supplied to the City at the same or better
price.
In 2018, The city of Mesa, Arizona conducted a competitive process through the
Omnia Partners, Public Sector Purchasing Alliance, for technology products, services,
solutions, and related products. Contract #2018011-02 was awarded to SHI
International Corp. to provide information technology solutions and services. SHI
International offers software services from Granicus. The City of Mesa, Arizona has
partnered with OMNIA partners to make this solicitation available to other public
agencies nationally, including state and local governmental entities, public and private
primary, secondary and higher education entities, non-profit entities, and agencies for
the public benefit. The City of Santa Monica will piggyback on this contract which
offers a 4.5% discount for Granicus services.
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Environmental Review
The award contract is categorically exempt from CEQA pursuant to Section 15061(b)(3)
of the CEQA Guidelines. The award contract 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 contract will provide the city with cloud-base software services for
administrative functions. Therefore, it can be seen with certainty that the contract would
not result in adverse physical impacts on the environment, and as such, is categorically
exempt from CEQA.
Financial Impacts and Budget Actions
Staff seeks authority to approve funding from the General Fund to award a contract with
SHI International to purchase Granicus cloud-based short-term rental software services.
Future year funding will be contingent on Council budget approval.
Agreement Request
FY 2023-24 Budget
Request Amount Future Years Account # Total Contract
Amount
$45,308 $410,252 01700005.550010 $455,560
The revenue impact is uncertain since part or all of the revenue collected from
properties not currently paying could be offset by the removal of illegal listing that are
paying. Staff will adjust revenue budgets accordingly in the future.
Prepared By: Daniel Mick, Code Enforcement Manager
Approved
Forwarded to Council
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Attachments:
A. SHI Quote-23637892
B. Breakdown of Yearly Charges
C. RE_ Cooperative purchase agreement (SHI International) for short-term rental
services through Granicus (Host Compliance)
D. Granicus Oaks Initiative Form
E. FY23-24 Living Wage Certification Form Granicus
F. SHI International - Oaks Initiative Form
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Packet Pg. 1060 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1061 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1062 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1063 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1064 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1065 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1066 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
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Packet Pg. 1067 Attachment: SHI Quote-23637892 (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection Software)
#Product Granicus - Part#:Start End Year Total
1 Enterprise SSO NPN-Grani-Enter-A 1/1/2024 6/30/2024 1 $2,978.25
2 Esri Integration NPN-Grani-EsriI-A 1/1/2024 6/30/2024 1 $2,978.25
3 Address Identification NPN-Grani-Addre-A 10/1/2023 6/30/2024 1 $16,817.09
4 24/7 Hotline NPN-Grani-24/7H-A 1/1/2024 6/30/2024 1 $4,380.94
5 Compliance Monitoring NPN-Grani-Compl-A 1/1/2024 6/30/2024 1 $5,945.57
6 Rental Activity Monitoring NPN-Grani-Renta-A 1/1/2024 6/30/2024 1 $5,632.64
7 Enhanced Short-Term Rental Registration Portal NPN-Grani-Enhan-A 4/1/2024 6/30/2024 1 $2,221.92
8 Mobile Permitting & Registration NPN-Grani-Mobi-A 7/1/2023 6/30/2024 1 $0.00
9 Enhanced Short-Term Rental Tax Collection
Portal NPN-Grani-EnhanS-A 4/1/2024 6/30/2024 1 $2,221.92
10 Tax Collection NPN-Grani-TaxCo-A 7/1/2023 6/30/2024 1 $0.00
11 Custom API Integration NPN-Grani-Custo-A 4/1/2024 6/30/2024 1 $1,510.50
12 Certified Letters (RAM)NPN-Grani-Certi-A 4/1/2024 6/30/2024 1 $621.30
13 Enterprise SSO NPN-Grani-Enter-A 7/1/2024 6/30/2025 2 $4,932.20
14 Esri Integration NPN-Grani-EsriI-A 7/1/2024 6/30/2025 2 $6,165.14
15 Address Identification NPN-Grani-Addre-A 7/1/2024 6/30/2025 2 $23,319.75
16 24/7 Hotline NPN-Grani-24/7H-A 7/1/2024 6/30/2025 2 $9,068.79
17 Compliance Monitoring NPN-Grani-Compl-A 7/1/2024 6/30/2025 2 $12,307.65
18 Rental Activity Monitoring NPN-Grani-Renta-A 7/1/2024 6/30/2025 2 $11,659.88
19 Enhanced Short-Term Rental Registration Portal NPN-Grani-Enhan-A 7/1/2024 6/30/2025 2 $9,068.78
20 Mobile Permitting & Registration NPN-Grani-Mobi-A 7/1/2024 6/30/2025 2 $0.00
21 Enhanced Short-Term Rental Tax Collection
Portal NPN-Grani-EnhanS-A 7/1/2024 6/30/2025 2 $9,068.78
22 Tax Collection NPN-Grani-TaxCo-A 7/1/2024 6/30/2025 2 $0.00
23 Custom API Integration NPN-Grani-Custo-A 7/1/2024 6/30/2025 2 $6,165.14
24 Certified Letters (RAM)NPN-Grani-Certi-A 7/1/2024 6/30/2025 2 $2,466.05
25 Enterprise SSO NPN-Grani-Enter-A 7/1/2025 6/30/2026 3 $6,474.01
26 Esri Integration NPN-Grani-EsriI-A 7/1/2025 6/30/2026 3 $6,474.01
27 Address Identification NPN-Grani-Addre-A 7/1/2025 6/30/2026 3 $24,488.07
28 24/7 Hotline NPN-Grani-24/7H-A 7/1/2025 6/30/2026 3 $9,523.14
29 Compliance Monitoring NPN-Grani-Compl-A 7/1/2025 6/30/2026 3 $12,924.26
30 Rental Activity Monitoring NPN-Grani-Renta-A 7/1/2025 6/30/2026 3 $12,244.05
31 Enhanced Short-Term Rental Registration Portal NPN-Grani-Enhan-A 7/1/2025 6/30/2026 3 $9,523.12
32 Mobile Permitting & Registration NPN-Grani-Mobi-A 7/1/2025 6/30/2026 3 $0.00
33 Enhanced Short-Term Rental Tax Collection
Portal NPN-Grani-EnhanS-A 7/1/2025 6/30/2026 3 $9,523.12
34 Tax Collection NPN-Grani-TaxCo-A 7/1/2025 6/30/2026 3 $0.00
35 Custom API Integration NPN-Grani-Custo-A 7/1/2025 6/30/2026 3 $6,474.01
36 Certified Letters (RAM)NPN-Grani-Certi-A 7/1/2025 6/30/2026 3 $2,589.60
37 Enterprise SSO NPN-Grani-Enter-A 7/1/2026 6/30/2027 4 $6,798.36
38 Esri Integration NPN-Grani-EsriI-A 7/1/2026 6/30/2027 4 $6,798.36
39 Address Identification NPN-Grani-Addre-A 7/1/2026 6/30/2027 4 $25,714.93
40 24/7 Hotline NPN-Grani-24/7H-A 7/1/2026 6/30/2027 4 $10,000.24
41 Compliance Monitoring NPN-Grani-Compl-A 7/1/2026 6/30/2027 4 $13,571.77
42 Rental Activity Monitoring NPN-Grani-Renta-A 7/1/2026 6/30/2027 4 $12,857.46
43 Enhanced Short-Term Rental Registration Portal NPN-Grani-Enhan-A 7/1/2026 6/30/2027 4 $10,000.23
44 Mobile Permitting & Registration NPN-Grani-Mobi-A 7/1/2026 6/30/2027 4 $0.00
45 Enhanced Short-Term Rental Tax Collection
Portal NPN-Grani-EnhanS-A 7/1/2026 6/30/2027 4 $10,000.23
46 Tax Collection NPN-Grani-TaxCo-A 7/1/2026 6/30/2027 4 $0.00
47 Custom API Integration NPN-Grani-Custo-A 7/1/2026 6/30/2027 4 $6,798.36
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Packet Pg. 1068 Attachment: Breakdown of Yearly Charges [Revision 2] (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax
48 Certified Letters (RAM)NPN-Grani-Certi-A 7/1/2026 6/30/2027 4 $2,719.34
49 Enterprise SSO NPN-Grani-Enter-A 7/1/2027 6/30/2028 5 $7,138.96
50 Esri Integration NPN-Grani-EsriI-A 7/1/2027 6/30/2028 5 $7,138.96
51 Address Identification NPN-Grani-Addre-A 7/1/2027 6/30/2028 5 $27,003.24
52 24/7 Hotline NPN-Grani-24/7H-A 7/1/2027 6/30/2028 5 $10,501.26
53 Compliance Monitoring NPN-Grani-Compl-A 7/1/2027 6/30/2028 5 $14,251.71
54 Rental Activity Monitoring NPN-Grani-Renta-A 7/1/2027 6/30/2028 5 $13,501.63
55 Enhanced Short-Term Rental Registration Portal NPN-Grani-Enhan-A 7/1/2027 6/30/2028 5 $10,501.24
56 Mobile Permitting & Registration NPN-Grani-Mobi-A 7/1/2027 6/30/2028 5 $0.00
57 Enhanced Short-Term Rental Tax Collection
Portal NPN-Grani-EnhanS-A 7/1/2027 6/30/2028 5 $10,501.24
58 Tax Collection NPN-Grani-TaxCo-A 7/1/2027 6/30/2028 5 $0.00
59 Custom API Integration NPN-Grani-Custo-A 7/1/2027 6/30/2028 5 $7,138.96
60 Certified Letters (RAM)NPN-Grani-Certi-A 7/1/2027 6/30/2028 5 $2,855.58
$455,559.99
Year Sum of Total $455,559.99
1 $45,308.38
2 $94,222.16
3 $100,237.39
4 $105,259.28
5 $110,532.78
Grand Total $455,559.99
Subtotal
Contract Total
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Packet Pg. 1069 Attachment: Breakdown of Yearly Charges [Revision 2] (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax
1
Daniel Mick
From:Denise Mixon
Sent:Monday, April 24, 2023 5:16 PM
To:Daniel Mick
Subject:RE: Cooperative purchase agreement (SHI International) for short-term rental services
through Granicus (Host Compliance)
Hi Daniel,
This appears to meet all the requirements.
Thank you,
Denise Mixon
Senior Buyer | 310-458-2211
From: Daniel Mick <Daniel.Mick@santamonica.gov>
Sent: Monday, April 24, 2023 2:16 PM
To: Denise Mixon <Denise.Mixon@santamonica.gov>
Subject: Cooperative purchase agreement (SHI International) for short-term rental services through Granicus (Host
Compliance)
Denise,
I am still looking into potential options to forgo the RFP process in the hiring of a short-term rental vendor.
Host Compliance (Granicus) is 1 of 2 vendors that I am aware of that offer this type of service.
There is a cooperative purchasing agreement that was awarded by Mesa, AZ for SHI International/ OMNIA Partners, who
offer the Host Compliance (Granicus) service at a 4.5% discount.
I believe you said that cooperative purchasing agreements had to meet 3 criteria.
I have included them below and links to the documents.
The original bid must have been publicly advertised and opened using a process equivalent to the City’s.
The bid results must be readily available and publicly listed.
Information related to the agency bid including initial specifications, posting, award analysis and price.
The bid documents can be found on the OMNIA Partners website at
https://www.omniapartners.com/publicsector/suppliers/shi/contract-documentation
Additionally, the Mesa, AZ website has documents posted as well https://apps.mesaaz.gov/purchasingcontracts/Search
Search contact # 2018011
Can you review this information and let me know if the cooperative purchase agreement with SHI for Granicus’ services
meet the requirements of the City?
Thank you in advance!
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Packet Pg. 1070 Attachment: RE_ Cooperative purchase agreement (SHI International) for short-term rental services through Granicus (Host Compliance) (5869
2
Daniel Mick, CCEO, MPA, MUP
Code Enforcement Manager
City of Santa Monica
310-458-4984 x5367
daniel.mick@santamonica.gov
santamonica.gov
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Subscribe to City of Santa Monica Email Updates
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Packet Pg. 1071 Attachment: RE_ Cooperative purchase agreement (SHI International) for short-term rental services through Granicus (Host Compliance) (5869
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: A8068B94-2625-4889-85F5-369066A14AA8
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Packet Pg. 1072 Attachment: Granicus Oaks Initiative Form (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection
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 # ___________________________
Granicus, LLC
contracts@granicus.com (800) 314-0147
Please see the attached list.
GovDelivery Holdings, LLC - 100% Owner
DocuSign Envelope ID: A8068B94-2625-4889-85F5-369066A14AA8
Brendan Stierman Manager, Contracts
4/20/2023
5.G.d
Packet Pg. 1073 Attachment: Granicus Oaks Initiative Form (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection
granicus.com | info@granicus.com page 1
granicus.com
Granicus, LLC Officer List
Name Title
Mark Hynes Chief Executive Officer
Ira Kleinman Co-President
Patrick M. Severson Co-President
Chief Financial Officer Mahmudul Amin
Vice President Andrew Schoenthal
Vice President Ryan Atlas
Secretary Joshua Carter
Secretary Derek Klomhaus
DocuSign Envelope ID: A8068B94-2625-4889-85F5-369066A14AA8
5.G.d
Packet Pg. 1074 Attachment: Granicus Oaks Initiative Form (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax Collection
CITY OF SANTA MONICA
LIVING WAGE ORDINANCE
Certification for Providers of Services to the City of Santa Monica (Fiscal Year 23/24 – July 1, 2023 through June 30, 2024)
TO BE COMPLETED BY ALL CONTRACTORS PROVIDING SERVICES TO THE CITY OF SANTA MONICA IN EXCESS OF $54,200
The City of Santa Monica Municipal Code Chapter 4.65, Living Wage Ordinance (LWO),
establishes a Minimum Wage of $19.73 per hour for certain employees of
contractors providing services to the City where services exceed $54,200 or more and
requires that contractors also provide the same health care and other benefits to
employees’ same sex spouses and domestic partners as are provided to other
employees’ spouses.
An employee covered by the LWO is any person who does not actually work as
a manager, supervisor, or confidential employee, and who is not required to possess
an occupational license.
The Living Wage Ordinance applies the services sought pursuant to this bid and bidders
are required to prepare and return the Living Wage Certification Form. If the bidder is
selected, the bidder must maintain payroll records that include, at minimum, the full
name of each employee providing services under the contract, job classification and
rate of pay. Bids that fail to include Certification Forms may be considered non-
responsive and excluded from further consideration.
Please prepare the following certification if you are a contractor engaging in a contract
for services with the City of Santa Monica in excess of $54,200.
Your signature on this certification grants the City permission to review any and all
payroll books and records and any company documents pertaining to the
benefits offered to employees to assure your compliance with the LWO during the
term of the contract.
Please direct any questions to:
City of Santa Monica Finance Department
Attention: Living Wage Compliance Section
1685 Main Street, Mail Stop 09
Santa Monica, CA 90401
You can also contact staff regarding living wage ordinance questions by e-mail at
finance.mailbox@santamonica.gov or by phone 310-458-8281.
DocuSign Envelope ID: 03992D27-95C7-4B9D-897D-9387410B930C
5.G.e
Packet Pg. 1075 Attachment: FY23-24 Living Wage Certification Form Granicus (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring,
CITY OF SANTA MONICA LIVING WAGE ORDINANCE CERTIFICATION
July 1, 2023 through June 30, 2024
TO BE COMPLETED BY ALL CONTRACTORS PROVIDING SERVICES TO THE CITY OF SANTA MONICA IN EXCESS OF $54,200
MINIMUM WAGE - $19.73 per hour
Please read, complete, and sign the following:
THIS CONTRACT IS SUBJECT TO THE LIVING WAGE ORDINANCE
THIS CONTRACT IS NOT SUBJECT TO THE LIVING WAGE ORDINANCE
If this contract is not subject to the Living Wage Ordinance requirements, please note the reason below
and attach supporting documentation for exemption. For example, in order to be exempt pursuant to a
collective bargaining agreement, a signed collective bargaining agreement must be attached.
(a)________ contractor is a government agency and is exempt
(b)________ contractor is a City grantee and is exempt
(c)________ contractor is a non-profit corporation and is exempt
(d)________ contractor is an employer whose employees are covered by a bona fide collective
bargaining agreement where the waiver is explicitly set forth in an agreement in
clear and unambiguous terms
(e)________ contractor is a corporation providing banking services
The undersigned, on behalf of himself or herself individually and on behalf of his or her business or
organization, hereby certifies that he or she is fully aware of Santa Monica’s Living Wage Ordinance
(LWO), and the applicability of the LWO, and the applicability of the subject contract, as determined
herein. The undersigned further agrees to be bound by all terms of the LWO, as mandated in all sections
of Santa Monica Municipal Code, Chapter 4.65. If, at any time during the term of the contract, the
answers to the questions posed herein change so that Contractor would be subject to the LWO,
Contractor will promptly notify the Director of Finance in writing. Contractor further understands and
agrees that the failure to comply with the LWO, this certification, or the terms of the Contract as it applies
to the LWO, shall constitute a default of the Contract, which shall be grounds for termination. City shall
have the right to examine all books and records of the Contractor as they relate to compliance with the
LWO. Payroll records shall at a minimum include the full name of each employee performing labor or
providing services under the contract, job classification, and rate of pay.
These statements are made under penalty of perjury under the laws of the State of California.
Printed Name: _______________________________________Title: _______________________________
Signature: __________________________________________ Date: _______________________________
Contractor: ________________________________________ Bid Number (if applicable):_____________
Service Description:
_______________________________________________________________________________________
_______________________________________________________________________________________
Granicus, LLC
Website creation and maintenance services, including the ability to post agendas/documents, create archives, create
minutes, stream events and allows clerk's office to simplify the application process on their website.
4
DocuSign Envelope ID: 03992D27-95C7-4B9D-897D-9387410B930C
7/31/2023
Kelly Oliver Vice President - Legal
5.G.e
Packet Pg. 1076 Attachment: FY23-24 Living Wage Certification Form Granicus (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring,
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.
5.G.f
Packet Pg. 1077 Attachment: SHI International - Oaks Initiative Form (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax
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:
Permit #
FOR CITY USE ONLY:
Bid/PO/Contract #
5.G.f
Packet Pg. 1078 Attachment: SHI International - Oaks Initiative Form (5869 : Homeshare Permitting, Address Identification, Compliance Monitoring, and Tax