Connected Interests
Monica Montgomery Steppe (D4) voted NO on 10-year SDG&E franchise agreement May 25, 2021. One of 3 no votes.
Steppe voted YES (unanimous 5-0) on 2025-10-21 BOS purchase of Sikorsky S-70 Firehawk firefighting helicopter from SDG&E for $38,056,000 ($32.756M aircraft + $5.3M outfitting). Bond-funded. CAL FIRE staffing. Per East County Magazine + CBS 8 coverage all 5 supervisors (Aguirre, Anderson, Lawson-Remer, Montgomery Steppe, Desmond) recorded as aye. Sole-source procurement justified by Sikorsky-as-manufacturer + SDG&E pre-built configuration.
Steppe voted YES on 2025-01-28 BOS single-source contract with Sharp HealthCare for new 6-bed Crisis Stabilization Unit at Sharp Chula Vista Medical Center. Funding: $2.9M one-time state grant + up to $9.1M annual operating ≈ $12M Yr-1 exposure ($2.9M+$9.1M). Item BOS-25-019. Per Lead 1593, Steppe voted YES on all 36 single-source items 2024-2026 (100% YES). Sharp is the same operator that runs adjacent CSUs in Steppe-aligned districts.
Steppe voted YES (consent calendar) on 2024-12-10 Item 4 single-source procurement awarding Axon Enterprise Inc body-worn camera (BWC) contract with estimated additional cost $8,586,619 through Dec 31 2030 (plus separate $14M Taser upgrade track). Axon has been the Sheriff's incumbent vendor since 2017; A-87 single-source justified by incumbency. Per Lead 1593, Steppe voted YES on all 36 single-source / A-87 items 2024-2026 (100% YES).
Steppe voted YES on 2025-11-18 BOS single-source contract with Brilliant Corners as Administrator for the BHSA Flexible Housing Subsidy Pool (Flex Pool Pilot). Initial Term up to 1 year + four 1-Year Options + 6 months. Yr-1 funding mix: $3.9M BHSA + $1.3M Realignment + $0.5M PATH + other sources ≈ $5.7M Yr-1, est. ~$28.5M full-term. Item BOS-25-597. Per Lead 1593, Steppe voted YES on all 36 single-source items 2024-2026 (100% YES). Brilliant Corners is incumbent statewide FHSP administrator — A-87 single-source justified by infrastructure.
Independent expenditure SUPPORTING Monica Montgomery Steppe (SD County Supervisor D4, 2024) by San Diego Working Families IE committee (Laborers Local 89-sponsored). Mail/digital/polling; sub-vendors itemized on Schedule G.
LIUNA Local 89 PAC Fund (FPPC 1316497) contributed ~$615K across June-Oct 2023 to its sponsored IE committee "Real Working Families in Support of Montgomery Steppe for BOS 2023" (FPPC 1460930). Independent expenditure - not directly to candidate cmte. Source: Cal-Access F497 24-hour reports.
D4 NRP FY23-24 grant of $250,000 to Family Health Centers of San Diego — largest single FY23-24 D4 NRP grant (board memo 6/26/2024 item 9). Allocated under post-Anderson 2023 admin-allocation procedure. FHCSD is NOT in Steppe direct donor list and NOT in the 1460930 IE contributor list — null donor-side finding included to document the absence of a pay-to-play pattern for the largest grant.
Steppe voted YES (consent calendar) on 2024-12-10 Item 15 single-source procurement with DiaSorin Molecular LLC for the new Public Health Laboratory (Liaison series instrumentation, consumables, reagents, supplies). Initial Term up to 1 year + four 1-Year Options + 6 months — A-87 manufacturer-specific justification. Initial $240,000 equipment purchase per SD County News Center; life-of-equipment maintenance contract value not separately disclosed in SOP. Per Lead 1593 audit, Steppe voted YES on all 36 single-source items 2024-2026 (100% YES).
United Domestic Workers of America Independent Expenditure PAC (FPPC 1367550 — UDW AFSCME Local 3930 subsidiary IE arm) contributed $100K (6/8/2023) + $20K (8/10/2023) + $100K (10/17/2023) = $220K to the LIUNA-sponsored IE supporting Steppe Supervisor 2023 (FPPC 1460930). Parent fund: UDW Action Fund (org 189). Source: Cal-Access F497.
AFSCME AFL-CIO MPO (FPPC 745604) transferred ~$215K ($115K + $100K) to the LIUNA Local 89 IE backing Steppe Supervisor 2023 (FPPC 1460930). Source: Cal-Access F497 24-hr reports.
Southern California District Council of Laborers PAC (FPPC 1358150) made $50K and $100K transfers to the LIUNA Local 89 IE supporting Steppe Supervisor 2023 (FPPC 1460930). Source: Cal-Access F497.
Left Hook Communications, LLC delivered $138,000 of in-kind digital advertising (Google, Meta, YouTube, The Trade Desk) on behalf of Monica Montgomery Steppe BOS 2023 special election, paid for and attributed by SDCDP under party-coordinated communications (PCC). Vendor margin ~$22,323 (16%) on $115,676.80 of platform spend. 9 buys 7/14-11/3/2023.
San Diego County Democratic Party (FPPC 741906) transferred to Steppe Supervisor 2023 (FPPC 1460285) in recurring late reports: $14K (7/14), $32.5K (6/30), $14K (7/28), $24K (8/11), $28K (8/7), $14.5K (10/12, 10/19, 11/1, 11/3). Approximate cumulative ~$155K. Source: Cal-Access F497.
Steppe D4 NRP allocation FY24-25 item 12 ($60,000) to UDW Resource Center, the in-kind member-services arm of United Domestic Workers (UDW AFSCME Local 3930). UDW PAC + UDW IE PAC contributed $220K to the Real Working Families IE for Steppe BOS 2023 (conn 180319). The NRP grant landed 17 months after Steppe took office; allocation was made without public BOS roll-call vote per the Anderson June-2023 administrative mechanism. Source: NRP FY24-25 PDF (evidence 25682).
D4 NRP FY24-25 grant of $60,000 to UDW Resource Center (in-kind member-services arm of UDW Action Fund, org 189) — board memo 5/28/2025 item 12. Allocated under post-Anderson 2023 admin-allocation procedure with no public BOS roll-call vote. Counterpart: UDW Action Fund / UDW IE PAC contributed $220K to LIUNA-sponsored IE FPPC 1460930 supporting Steppe BOS 2023 (conn 180319).
SEIU United Healthcare Workers West Political Action Committee (FPPC 747285) gave $50K to the LIUNA-sponsored IE backing Steppe Supervisor 2023 (FPPC 1460930). Source: Cal-Access F497.
Steppe D4 NRP allocation FY23-24 item 14 ($45,000) to Labor's Training and Community Development Alliance — a LIUNA-affiliated workforce dev org. Allocated 6 months into Steppe's BOS tenure. LIUNA Local 89 PAC (org 1212) was the largest single funder of the IE that supported her BOS 2023 election ($615K, conn 180059). Source: NRP FY23-24 PDF evidence 25683.
San Diego County Democratic Party (FPPC 741906) contributed $35,250 to Re-Elect Montgomery Steppe for Supervisor 2026 (FPPC 1470155) on 2026-03-18. Reported via SDCDP F497 24-hour late contribution filing 3127441. First documented SDCDP transfer to Steppe re-elect cycle (post-BOS 2023 victory); continues the party-channel pattern documented for BOS 2023 in evidence 24647 ($700K+ across cycle). No matching F460 Schedule A yet for filer 1470155 (1H2026 deadline 2026-07-31, not yet passed). Election context: 2026-06-02 primary referenced in S497 cover.
SDCDP (FPPC 741906) cash contribution to Montgomery Steppe for Supervisor 2023 (FPPC 1460285). F460 Sched E TRAN EXP5346, filing 2834030, cross-listed on Sched D as MON code. Source: Cal-Access bulk RCPT/EXPN.
SDCDP (FPPC 741906) cash contribution to Montgomery Steppe for Supervisor 2023. F460 Sched E TRAN EXP5550, filing 2873179, cross-listed on Sched D MON. Pre-general election ($72K to threshold; filed via S497 11/7/2023). Source: Cal-Access bulk RCPT/EXPN.
SDCDP in-kind to Steppe BOS 2023: digital ads (largest single in-kind). F460 Sched D TRAN EDT5807. Cal-Access.
United Nurses Associations of California / Union of Health Care Professionals PAC (UNAC PAC) (FPPC 1295768) gave $25K + $25K to the LIUNA-sponsored IE during 2024-10-18 round (committee 1460930, supporting Steppe-affiliated efforts).
Singleton Schreiber LLP (FPPC 1444233) gave $25,000 to the LIUNA-sponsored IE (FPPC 1460930) on 2024-10-18 - during the cycle when the IE pivoted to back Lawson-Remer and oppose Faulconer; Steppe-affiliated committee. Plaintiff law firm. Source: Cal-Access F497.
[R6 LANE C 2026-05-16]: Cross-cycle pattern: Singleton Schreiber also gave $25K to LIUNA IE for Lawson-Remer Supervisor 2024 (conn 180330) and $5,900 max-out to Whitburn for Assembly 2030 (conn 179704, 12/23/2025). Three-cycle Dem-bench plaintiff-firm pipeline. Lead 1710 resolved — pattern is coalition, not transactional. Evidence 25679.
SDCDP in-kind to Steppe BOS 2023: digital ads. F460 Sched D TRAN EDT5816. Cal-Access.
Building a Stronger California, sponsored by Southwest Mountain States Regional Council of Carpenters (FPPC 870169) gave $20K to the LIUNA-sponsored IE backing Steppe Supervisor 2023 (FPPC 1460930). Source: Cal-Access F497.
Rachel Laing (ThreeSixty, Gloria's comms director) contributed or helped raise $19,300 for Monica Montgomery Steppe. Greg Block (Laing's husband) hosted June 26, 2021 fundraiser raising $9,300 for Steppe. Laing then lobbied Steppe's office.
[R6 LANE C 2026-05-16]: Full host committee names remain undisclosed in DB (lead 1598 partially resolved; canonical record is the EF-606/Form A-1 lobbyist-fundraising disclosure or the Steppe city Form 460 Schedule A for the 6/15-7/15/2021 contribution window — both require NetFile import not yet run, per evidence 24649). Confirmed quantification: $9,300 single-event bundle of $19,300 Laing-network 2021 total.
SDCDP in-kind to Steppe BOS 2023: digital ads (pre-election GOTV). F460 Sched D TRAN EDT5866. Cal-Access.
SDCDP in-kind to Steppe BOS 2023: digital ads. F460 Sched D TRAN EDT5852. Cal-Access.
SDCDP in-kind to Steppe BOS 2023: digital ads. F460 Sched D TRAN EDT5854. Cal-Access.
SDCDP in-kind to Steppe BOS 2023: digital ads (pre-election GOTV). F460 Sched D TRAN EDT5867. Cal-Access.
SDCDP in-kind to Steppe BOS 2023: digital ads. F460 Sched D TRAN EDT5773. Cal-Access.
SDCDP in-kind to Steppe BOS 2023: digital ads. F460 Sched D TRAN EDT5750. Party-coordinated communication paid by SDCDP to digital-ad vendor on Steppe behalf. Cal-Access.
Casey Gerry Schenk Francavilla Blatt & Penfield LLP (FPPC 486064) gave $5,000 to the LIUNA-sponsored IE (FPPC 1460930) backing Steppe Supervisor 2023. Major San Diego plaintiff law firm. Source: Cal-Access F497.
[R6 LANE C 2026-05-16]: Cross-cycle pattern: Casey Gerry also gave $5K to LIUNA IE for Lawson-Remer 2024 (conn 180331). Multi-decade Dem-aligned plaintiff firm; matches Singleton Schreiber pattern. Lead 1710 resolved. Evidence 25679.
James Schmid & Affiliated Entities (Chelsea Investment Corporation; Emmerson Construction Inc) (FPPC 1362280) gave $2,000 + $2,000 to the LIUNA-sponsored IE backing Steppe Supervisor 2023 (FPPC 1460930). Chelsea Investment is San Diego's largest affordable-housing developer and a frequent county counterparty.
CPPS allocation, FY25 D4 (overlap year — Steppe transition out / Foster transition in; needs date verification).
Annie & David Malcolm and Affiliated Entities (Suncoast Financial Mortgage Corp; CV Many Investments LLC; CalWest Apartments & La Playa LLC) (FPPC 1293716) gave two $1,100 contributions to Re-Elect Montgomery Steppe for Supervisor 2026 (FPPC 1470155) on 2026-03-05. Real-estate / mortgage interests. Source: Cal-Access F497.
[R6 LANE C 2026-05-16]: Malcolm family Steppe 2026 max-out is a NEW DEPARTURE from prior pattern (Annie Malcolm history: Issa $8.5K 2019, Padilla $5.8K 2021, Peters $1K 2021; David Malcolm history: $100K Moreno opposing Aguirre 2025, $25K Faulconer 2024, $45K Reform California 2020). $2,200 to Steppe is first-time Dem-supervisor entry. NO Form 700 cannabis/Malcolm disclosure (per evidence 24996). LEVINE-ACT WATCH: any CalWest Apartments / La Playa LLC / CV Many Investments matter before BOS 2026-03-05 to 2027-03-05 triggers §84308 recusal. Lead 1711 resolved (cluster mapped, R7 watch-list seeded). Evidence 25680.
Re-Elect Montgomery Steppe for Supervisor 2026 (FPPC 1470155) transferred $2,000 to Black Women Strategic Empowerment PAC (FPPC 1436060) on 2024-10-18. Confirmed via Cal-Access F460 filing 3023743 (BWSE F460 Sched A, period 7/1/2024–12/31/2024, filed 2025-02-21); BWSE is the recipient committee. Direction corrected from R3 (round 176) which had it reversed. Both committees use Stephanie Sanchez/pctreasury.com as treasurer.
ThreeSixty Public Strategies / Laing Strategic Communications: Greg Block contributed $650 on 06/26/2021 and Rachel Laing contributed $600 on 02/01/2021 and $50 on 04/16/2021 to Steppe City Council 2022 committee. Both Block and Laing also designated as lobbyist-hosted fundraisers (EC-603 Section E) for same committee — the proximate source of the $9,300 bundled for Steppe at the June 26 2021 event. Total confirmed ThreeSixty-entity giving: $1,300 in direct lobbyist contributions + host committee fundraising. Committee name: "Monica Montgomery Steppe for San Diego City Council 2022" (FPPC 1436058). R222 recovery of previously missing committee name from EC-603 detailed-search API.
SDCDP in-kind to Steppe BOS 2023: text messages. F460 Sched D TRAN EDT5967. Cal-Access.
Greg Block (Gregory Steven Block, Laing Strategic / ThreeSixty Public Strategies) contributed $650 to "Monica Montgomery Steppe for San Diego City Council 2022" on 06/26/2021 per EC-603 Section C (e_filing_id 300050604). Additionally listed as fundraiser in Section E (lobbyist-hosted fundraiser) for same committee in 2021 — the fundraising event that bundled $9,300 to $19,300 for Steppe per OB Rag 2022. Block lobbied Steppe on the Malmuth/Midway issue nine months earlier (Q3 2020, conn 200589). R222 committee name recovered: "Monica Montgomery Steppe for San Diego City Council 2022" (FPPC 1436058).
The California Women's List (FPPC 1379150) gave $500 on 2023-03-10 to Monica Montgomery Steppe for City Council 2022 (FPPC 1436058). Source: Cal-Access RCPT_CD.
Schedule E travel payment: Hoover Dam & Colorado River Aqueduct Inspection Trip (overnight 9/30-10/1/2022). Sponsor: Metropolitan Water District. Disclosed on Steppe 2022 Annual Form 700.
Schedule D gift: Terminal 1 Gala admission $315.93. Disclosed via 3/4/2026 amendment to 2025 Annual Form 700. Steppe sits on SDCRAA Board ex-officio as County Supervisor.
Schedule D gift: hotel night for "The Peoples Award" event ($229). Disclosed on Steppe 2024 Annual Form 700. Adjacent labor-coalition entity to LIUNA Local 89 (relevance to thread 113).
Aida Castaneda Consulting, LLC. lobbied Monica Montgomery Steppe re: The City of San Diego ends the sale of all flavored tobacco products.
Aida Cuahutli Castaneda (Aida Castaneda Consulting, LLC.) lobbied Monica Montgomery Steppe
Civic Link Strategies lobbied Monica Montgomery Steppe re: That the San Diego City Council Pass an ordinance that prohibits the sale of flavored tobacco in the
Anthony Keith Young (Civic Link Strategies) lobbied Monica Montgomery Steppe
Coast Law Group, LLP lobbied Monica Montgomery Steppe re: Sports Arena redevelopment.
Marco Gonzalez (Coast Law Group, LLP) lobbied Monica Montgomery Steppe
Procopio, Cory, Hargreaves & Savitch LLP lobbied Monica Montgomery Steppe re: An open space agreement for private development and maintenance of private open space.
Steve V. Serna (Procopio, Cory, Hargreaves & Savitch LLP) lobbied Monica Montgomery Steppe
Coast Law Group, LLP lobbied Monica Montgomery Steppe re: Sports Arena redevelopment.
Marco Gonzalez (Coast Law Group, LLP) lobbied Monica Montgomery Steppe
Civic Link Strategies lobbied Monica Montgomery Steppe re: City Council approval of a new Gas and Power Franchise agreement t between the City of San Diego
Anthony Keith Young (Civic Link Strategies) lobbied Monica Montgomery Steppe
Bartell & Associates lobbied Monica Montgomery Steppe re: Creation of a flavored tobacco ban ordinance
Jim Bartell (Bartell & Associates) lobbied Monica Montgomery Steppe
Edgewater Strategies lobbied Monica Montgomery Steppe re: Strengthening Recruiting & Retention
Mason Herron (Edgewater Strategies) lobbied Monica Montgomery Steppe
Procopio, Cory, Hargreaves & Savitch LLP lobbied Monica Montgomery Steppe re: An open space agreement for private development and maintenance of private open space.
Carey Algaze (Procopio, Cory, Hargreaves & Savitch LLP) lobbied Monica Montgomery Steppe
Evergreen Strategies SD lobbied Monica Montgomery Steppe re: Sports Arena/Midway District Redevelopment
Sara Sue Ochoa (Evergreen Strategies SD) lobbied Monica Montgomery Steppe
Laing Strategic Communications dba ThreeSixty Public Strategies lobbied Monica Montgomery Steppe re: Development of 1,200 units of housing on the former Carmel Mountain Ranch golf course property locat
Rachel G. Laing (Laing Strategic Communications dba ThreeSixty Public Strategies) lobbied Monica Montgomery Steppe
Velada Consulting lobbied Monica Montgomery Steppe re: Not Applicable
David Vela (Velada Consulting) lobbied Monica Montgomery Steppe
Sheppard Mullin Richter & Hampton LLP lobbied Monica Montgomery Steppe re: (1- Carmel Valley: Del Mar Highlands Estates.) Whether the City will approve certain amendments to
Whitney Hodges (Sheppard Mullin Richter & Hampton LLP) lobbied Monica Montgomery Steppe
Laing Strategic Communications dba ThreeSixty Public Strategies lobbied Monica Montgomery Steppe re: Budget and programmatic support
Rachel G. Laing (Laing Strategic Communications dba ThreeSixty Public Strategies) lobbied Monica Montgomery Steppe
Khoa Nguyen lobbied Monica Montgomery Steppe re: Monitor City decisions that could impact medicinal and recreational marijuana.
Khoa Nguyen (Khoa Nguyen) lobbied Monica Montgomery Steppe
Civic Link Strategies lobbied Monica Montgomery / Steppe re: City Council approval of a new Gas and Power Franchise agreement t between the City of San Diego
Anthony Keith Young (Civic Link Strategies) lobbied Monica Montgomery / Steppe
Laing Strategic Communications dba ThreeSixty Public Strategies lobbied Monica Montgomery Steppe re: Budget and programmatic support
Rachel G. Laing (Laing Strategic Communications dba ThreeSixty Public Strategies) lobbied Monica Montgomery Steppe
Khoa Nguyen lobbied Monica Montgomery Steppe re: Monitor City decisions that could impact medicinal and recreational marijuana.
Khoa Nguyen (Khoa Nguyen) lobbied Monica Montgomery Steppe
Civic Link Strategies lobbied Monica Montgomery / Steppe re: City Council approval of a new Gas and Power Franchise agreement t between the City of San Diego
Anthony Keith Young (Civic Link Strategies) lobbied Monica Montgomery / Steppe
Monica Montgomery Steppe voted NO (6-3) on 10-year SDG&E franchise agreement May 25, 2021 (O-2021-19). NOTABLE: Montgomery Steppe received $0 from Sempra Energy through any channel — no direct donations, no intermediary PAC money, no behested payments. All 3 NO voters (LaCava, Moreno, Montgomery Steppe) received zero Sempra-traceable funds. Per OB Rag and SD Reader investigations.
Supervisor Monica Montgomery Steppe appointed to SDCRAA board by Chair of County Board of Supervisors January 9, 2025, confirmed by full Board of Supervisors. Term ends January 31, 2028. Demonstrates the county-chair appointment pipeline (2 of 9 voting seats).
Steppe D4 council office allocated CPPS discretionary grant to Jacobs Center during FY24 (specific amount not captured in evidence id=1339; needs scrape of sandiego.gov/citycouncil/cpps PDF to confirm).
Steppe attended and publicly spoke at Chelsea Investment Corporation's Modica + Taormina grand opening (10/14/2025), promoting the "public-private partnerships" model — two years after the $4K Schmid/Chelsea-bankrolled LIUNA IE contribution (8/10/2023) and her election win. Not a Levine Act violation, but a documented public alignment between Steppe and a major County housing-contract counterparty + donor.
Schedule C income disclosed on 2018 Assuming Office Form 700: ACLU of San Diego (criminal justice advocate). Pre-office consulting income to Monica Montgomery, Consulting (Spring Valley sole prop).
Monica Montgomery Steppe voted YES on Costa Verde Revitalization Project No. 477943 (R-2021-200..204) on Nov 10 2020 lame-duck session; 9-0 unanimous; developer beneficiary GM Costa Verde JV LLC / Regency Centers
Monica Montgomery Steppe voted YES on Tailgate Park ENA (R-2021-235) + land use amendments (R-2021-149/150) + rezone (O-2021-45/51) on Nov 10 2020 lame-duck session; 9-0 unanimous; counterparty Tailgate Development LLC (Padres ownership group); Tishman Speyer lobbied Ward same quarter via Southwest Strategies (EC-603 evidence 24686).
Monica Montgomery Steppe voted YES on Tailgate Park ENA / land use / rezone on Nov 10 2020; Tishman Speyer (Padres ownership) was the Q4 2020 EC-603 lobbying client (evidence 24686) seeking Tailgate Park lease at the same time.
Steppe voted NO (along with Lawson-Remer) on a 3-2 motion to DELAY by 90 days a federal Superfund designation petition for the Tijuana River Valley. Chair Vargas (motion proponent) + Anderson + Desmond voted YES on the delay. Steppe stated the designation would provide "another tool to combat the decades-long environmental injustice." Lawson-Remer announced she would pursue the EPA petition independently regardless. Per evidence 25664. Notable as one of the few documented Steppe votes that broke from Chair Vargas's coalition.
Across her BOS tenure to date (Jan 2024 – Feb 2026), Steppe has voted YES on 100% of items framed as "single source", "sole source", or A-87 competitive-procurement waivers — 36 distinct bills, zero dissents. On at least 12 of these she personally MADE the consent motion. Examples: BOS-25-541 Sikorsky S70 Firehawk helicopter + SDG&E aerial fire contract; BOS-25-620 Sheriff radio equipment; BOS-25-597 BHSA Flexible Housing Pool admin; BOS-24-754 Axon body cameras Board-policy-A-87 waiver; BOS-26-081 Partners for Justice public defender A-87 exemption. Per evidence 25665. Steppe operates as a reliable D-bloc third vote on procurement; never a swing voter.
Steppe + Lawson-Remer voted together as the two NO-on-delay votes on the Oct 8 2024 Tijuana River Valley Superfund delay motion — both standing apart from Chair Vargas's Republican coalition. Vote-bloc pattern consistent with evidence 24421 (Anderson/Desmond resolutions consistently defeated 3-2 by the Steppe/Lawson-Remer/Aguirre bloc), but in this case Steppe + Lawson-Remer were the MINORITY because Chair Vargas joined the Rs. Per evidence 25664.
Monica Montgomery Steppe voted AYE on Cannabis Social Equity Program (File 24-280, Matter 7025) at SD County BOS meeting Apr 30 2024 (item heard May 1). Steppe SECONDED Vargas motion. PASS 3-2 (Vargas/Lawson-Remer/Steppe AYE; Anderson/Desmond NO). Adopted Resolution 24-034 establishing Cannabis Oversight Community Collaborative; locked in 51% min equity ownership, 3-year exclusive licensing window, 25-storefront license ceiling with 50% reserved for social-equity.
Monica Montgomery Steppe MOVED adoption of Resolution 24-137 authorizing acceptance of CA Cannabis Equity Act grant funding (File 24-756, Matter 7492) at SD County BOS Dec 10 2024 (Consent agenda). Vargas seconded. PASS 3-1-1 (Vargas/Lawson-Remer/Steppe AYE; Desmond NO; Anderson ABSENT).
Monica Montgomery Steppe MOVED adoption of Socially Equitable Cannabis Program direction (File 26-022, Matter 8213) at SD County BOS Jan 14 2026. Aguirre seconded. Board adopted Program Option A (align with state buffers — 600ft to schools/day care/youth centers); retained Temporary Cannabis Events + Onsite Consumption for further consideration; directed continued development of Community Equity Contribution Program (CECP) with tax rebates/grants for community-benefit cannabis businesses; CAO directed to return June 2026 with Regulatory Code drafts. PASS 3-2 (Aguirre/Lawson-Remer/Steppe AYE; Anderson/Desmond NO).
Monica Montgomery Steppe MOVED action supporting SD Food Bank and Suncoast Market Co-Op (File 25-349, Matter 7883) at SD County BOS Jun 24 2025. Anderson seconded. D1 seat vacant. PASS. NOTE: Suncoast Market Co-Op is a community food cooperative in Imperial Beach — UNRELATED to David Malcolm's Suncoast Financial Mortgage Corp. Recorded only to disambiguate keyword overlap from Lead 1913.
Steppe voted YES on BOS-25-235 (5/6/2025) approving the Disposition and Development Agreement for the County-owned 5202 University Avenue parcel, where the SDHC-led developer team named Wakeland Housing and Development Corporation (org 983) as co-developer per HDP Board Report HDP26-002 (4/10/2026). This is Steppe's THIRD Wakeland-counterparty YES vote in 17 months following BOS-23-707 (Ramona Wakeland senior housing, 12/5/2023) and BOS-24-282 (Mission Gorge Wakeland, 4/30/2024). No documented Wakeland donor reciprocity to Steppe (per evidence 25813).
Steppe voted YES on BOS-25-235 (5/6/2025) approving the County-SDHC Disposition and Development Agreement (DDA dated 5/13/2025 per HDP Board Report HDP26-002) for the County-owned 5202 University Avenue parcel. SDHC is the initial Developer of record per the DDA, with intent to assign to HDP (SDHC nonprofit affiliate) and partner with Wakeland Housing as co-developer. SDHC Commissioners Mitch Mitchell (Sempra) and Ryan Clumpner (Faulconer/Lincoln Club) also sit on HDP Board — disclosed as Cal Gov §1091.5 "non-interests." No SDHC donor reciprocity to Steppe.
Steppe voted YES on BOS-25-235 (5/6/2025) approving the DDA for the County-owned 620 E. Valley Parkway parcel in Escondido (1.88 acres). Per RTFH 4/8/2026 article, National CORE serves as lead developer with San Diego Community Housing Corporation (org 6767, CEO Ted Miyahara) as co-developer. Project = Valley Creek Senior Apartments (136 units, 14 reserved for senior veterans experiencing/at risk of homelessness). No SDCHC donor reciprocity to Steppe; Miyahara's political giving is to CA Progress for All (Atkins-aligned committee), not Steppe.
Laing Strategic Communications dba ThreeSixty Public Strategies lobbied Monica Montgomery (D4 City Council) re: Balboa Park Cultural Partnership budget. EC-603 e_filing_id 186054156, filed 2020-01-31. Outcome sought: protect FY2019 funding. Lobbyist: Rachel G. Laing. (Backfill from R211 Lane B cross-walk — Steppe explicitly listed in city_official_lobbied_list but not previously ingested.)
Rachel G. Laing personally lobbied Monica Montgomery (D4 City Council) re: Balboa Park Cultural Partnership Q4 2019 budget. EC-603 e_filing_id 186054156.
ThreeSixty Public Strategies Inc. lobbied Monica Montgomery (D4 City Council) on behalf of David Malmuth Development LLC re: Midway Sports & Entertainment District proposal (3500 Sports Arena Blvd). Outcome sought: selection and approval of proposal. EC-603 e_filing_id 194139168, filed 2020-11-02. Lobbyist: GREGORY STEVEN BLOCK (the same Greg Block who would host the June 26, 2021 $19,300 Steppe fundraiser 9 months later).
Greg Block (ThreeSixty Public Strategies Inc.) personally lobbied Monica Montgomery (D4 City Council) on TWO subjects during Q3 2020 (EC-603 e_filing_id 194139168, filed 2020-11-02): (1) Midway Sports & Entertainment District for David Malmuth Development LLC — officials: Victoria Joes, Almis Udrys, Aimee Faucett, Dominika Bukalova, James Hauser, Chris Cate, Monica Montgomery, Joshua Coyne, Venus Molina, Jennifer Campbell, Liz Saidkhanian. (2) Municipal park/library facilities as learning hubs for distance learning — official: Almis Udrys. Both are Block's ONLY direct-lobbying contacts as a named lobbyist at SD City (he appears as named lobbyist in ONE quarter only). This lobbying contact preceded his June 26, 2021 9,300 Steppe fundraiser by NINE MONTHS. R222 confirmed: no other quarters where Block appears as named lobbyist.
ThreeSixty Public Strategies Inc. lobbied Monica Montgomery (D4 City Council) re: Balboa Park Cultural Partnership Q4 2020 budget — dept on filing recorded as "SD DISTRICT 4" (Steppe's own office, not a referral through another council member). EC-603 e_filing_id 196717489, filed 2021-02-01. Lobbyist: Rachel G. Laing.
Rachel G. Laing personally lobbied Monica Montgomery (D4 City Council) re: Balboa Park Cultural Partnership Q4 2020 — dept on filing recorded as "SD DISTRICT 4". EC-603 e_filing_id 196717489.
Monica Montgomery Steppe cast 11 YES votes (8 first-reading 6/15/2021 + 3 second-reading 6/29/2021) approving New Urban West Inc.'s Junipers Project No. 586670 — a 1,200-unit Rancho Penasquitos / Carmel Mountain Ranch housing entitlement. Votes covered EIR certification, Site Dev Permit, Planned Dev Permit, Vesting Tentative Map, General Plan + Community Plan amendment, Inclusionary Housing variance, CPIOZB zoning, Rezone Ordinance, and Park DIF waiver. New Urban West's lobbyist Rachel Laing (ThreeSixty) personally lobbied Steppe on this exact matter in Q3 2021 per EC-603 e_filing_id 300051179. Block/Laing hosted a $19,300 fundraiser for Steppe on June 26, 2021 — 11 days after the first-reading vote and 3 days before the second-reading vote. This is the Levine Act §84308 fact pattern: discretionary entitlement decision + active lobbyist contact + sub-12-month $250+ donation chain. Steppe did not recuse and disclosed no personal economic interest on Form 700.
Steppe cast YES votes on 3 Balboa-Park-touching items during the period that Laing/ThreeSixty was lobbying her on Balboa Park Cultural Partnership's behalf (Q4 2019 – Q2 2021, six consecutive quarters): (1) 11/10/2020 CC-2020-11-10-100 Ace Parking III Balboa Park Tram Services contract (R-2021-210); (2) 4/19/2021 CC-2021-04-19-103 donations from Friends of Balboa Park + Committee of 100; (3) 6/29/2021 CC-2021-06-29-331 zoological exhibits tax rate FY 2022 — same day as Junipers second readings. Cultural Partnership is the public-facing advocacy umbrella for the Balboa Park institutions impacted by these items. Levine Act §84308 applicability is partial: the 11/10/2020 contract item is squarely §84308-eligible (city contract proceeding); the donation acceptance and zoo-tax items are governed by different parts of §84308 / SDMC §27.4001. The §84308 nexus is weakest on these items but the LOBBYING PRESSURE + DONOR-EVENT proximity remains identical to the Junipers fact pattern.
NEAR-MISS Levine Act window: Steppe voted YES on Midway Rising Exclusive Negotiating Agreement (R-2022-313) on 9/13/2022. ThreeSixty (Greg Block as lobbyist personally) lobbied Steppe on the Midway Sports & Entertainment District proposal for David Malmuth Development LLC in Q3 2020. Distance from Block's direct lobbying contact to Steppe's ENA vote is approximately 24 months — OUTSIDE the §84308 12-month window. Distance from the Block/Laing $19,300 fundraiser (6/26/2021) to the ENA vote is 14 months — also outside the 12-month window (by 2 months). FLAG: David Malmuth Development LLC is a partner in the Midway Rising consortium that ultimately won the ENA. This is a NEAR-MISS for §84308 but a CONFIRMED contact-vote-donor triangle outside the statutory window.
Policy disagreement: Montgomery Steppe (yes vote on Dec 10 2024 sanctuary ordinance) is part of the BOS majority whose policy Martinez refused to bind to her department.
Monica Montgomery Steppe voted YES on 11 entitlement items for NUWI 2 - CMR, LLC project (Junipers / The Trails at Carmel Mountain Ranch, Project No. 586670) on June 15 and June 29 2021. Entitlement package included EIR certification, Site Dev Permit, Planned Dev Permit, Vesting Tentative Map, General Plan + Community Plan amendment, Inclusionary Housing variance, CPIOZB zoning, Rezone Ordinance, and Park DIF waiver. Developer's lobbyist (Rachel Laing / ThreeSixty) hosted $19,300 fundraiser for Steppe on June 26, 2021 — 11 days after first-reading vote. Round 222 Lane C estimated entitlement value: $45M–$82M to developer.
Steppe voted YES on all 11 entitlement actions (June 15 + June 29, 2021) for the Junipers / Trails at Carmel Mountain Ranch Project No. 586670 — the master development by New Urban West Inc. Project sits in District 5, not Steppe District 4; she sat on Land Use & Housing Committee during the relevant cycle. Post-entitlement value uplift to the master developer estimated at $180M-$210M (R233 Lane C synthesis evidence 26505).
Steppe voted YES 11 times on the entitlement chain whose project applicant of record was NUWI 2 - CMR, LLC — the project-specific LLC that filed the rezone, EIR, Site Development Permit, and Vesting Tentative Map applications between 2019 and 2021. NUWI 2 - CMR LLC principals listed on the 2019 Ownership Disclosure Statement: Adam Browning (Member), Jason Han (Member).
Voted NO (6-3) on Jul 26 2022 against the ~$132M Cisterra settlement for 101 Ash + Civic Center Plaza; City Attorney Mara Elliott also opposed it (Moreno called it "a capitulation").
Councilmember vote on the June 24, 2019 Campland on the Bay lease extension + De Anza Cove expansion (approved 6-3)
YES on the $9.43M Hughes restitution settlement (7-2)
Sept 13, 2022 City Council vote on Item S510 (Res. R-314340) - selection of Midway Rising and authorization of the Exclusive Negotiating Agreement for the ~48-acre Sports Arena/Midway public-land redevelopment. Vote: YES. Certified per City Clerk Minutes (OnBase meeting 5219) and the City Hyland-imported roll-call (bill_id 2): 7-1, Campillo NO, Moreno absent.
Recorded YES vote on the 2021 STR ordinance (1% cap) (legalizes STRs with a cap; Expedia negotiated, Airbnb opposed the cap).
Humberto Peraza (Edgewater Strategies) lobbied Monica Montgomery Steppe
Humberto Peraza (Edgewater Strategies) lobbied Monica Montgomery Steppe
Humberto Peraza (Edgewater Strategies) lobbied Monica Montgomery Steppe
ThreeSixty Public Strategies (Rachel Laing) lobbied Monica Montgomery Steppe's office for Balboa Park Cultural Partnership in Q2 2021 per EC-603 filing.
Lawson-Remer (Chair) and Montgomery Steppe (Vice Chair) co-lead Ad Hoc Subcommittee on Sustainable Fiscal Planning that has operated without public agendas or minutes since creation Sept 30, 2025. VOSD: "County Supervisor Wants to Shine Spotlight on Secret Subcommittees." UT: subcommittee "operates out of view of the public." Legal analysis suggests subcommittee meets criteria for "standing committee" under Brown Act (Gov Code 54952(b)) due to: (1) created by formal board vote, (2) continuing subject matter jurisdiction over fiscal policy, (3) regular meetings since Oct 2025, (4) $500K budget with hired consultants. Potential Brown Act violation for failure to post agendas (Gov Code 54954.2) and permit public comment (54954.3(a)).
Henry Foster III served as chief of staff to Monica Montgomery Steppe from 2018-2024, first on City Council then County Board of Supervisors. Foster ran own construction company 2016-2018 after being fired from city. Montgomery Steppe's departure to Board of Supervisors created D4 vacancy Foster won.
Footnote 7 was introduced as Item 335 on December 17, 2019 City Council agenda during Monica Montgomery Steppe's tenure as D4 councilmember (took office Dec 2018). The footnote reduced minimum lot size in Encanto from 20,000 to 5,000 sqft, exclusively targeting SE San Diego. City officials have NOT explained why the footnote was added. Staff acknowledged it should have been discussed with affected communities but denied discriminatory intent. Community alleges D4 office involvement but no direct evidence of Montgomery role found — it was part of a broader Land Development Code Update. Foster inherited the fallout when he took D4 in Dec 2022.
Monica Montgomery Steppe endorsed Henry Foster III (her former chief of staff) for D4 2024 special election
Campaign committee for Monica Montgomery Steppe
Southwest Strategies LLC lobbied Monica Montgomery Steppe re: Implementation of approved contract and amendments between City of San Diego and Falck.
Patrick Batten (Southwest Strategies LLC) lobbied Monica Montgomery Steppe
Southwest Strategies LLC lobbied Monica Montgomery Steppe re: Implementation of approved contract and amendments between City of San Diego and Falck.
A. Christopher Wahl (Southwest Strategies LLC) lobbied Monica Montgomery Steppe
Lupa Affairs lobbied Monica Montgomery Steppe re: Stronger tenant protections
Cody Hooven (Lupa Affairs) lobbied Monica Montgomery Steppe
Edgewater Strategies lobbied Monica Montgomery Steppe re: Strengthening Recruiting & Retention
Humberto Peraza (Edgewater Strategies) lobbied Monica Montgomery Steppe
Bartell & Kwiatkowski LLC lobbied Monica Montgomery Steppe re: Microgrid Project between the City of San Diego and Shell New Energies and Gridscape
Adrian Kwiatkowski (Bartell & Kwiatkowski LLC) lobbied Monica Montgomery Steppe
Lupa Affairs lobbied Monica Montgomery Steppe re: Stronger tenant protections
Cody Hooven (Lupa Affairs) lobbied Monica Montgomery Steppe
Edgewater Strategies lobbied Monica Montgomery Steppe re: PrOTECT Ordinance
[R6 LANE C 2026-05-16]: Edgewater→Steppe lobbying SPANS Q4 2021 to Q2 2023 only — CEASES when Steppe exits City Council for County BOS Dec 2023. Edgewater pivots to remaining City Councilmembers on the same SDPOA issue cluster. Pattern is jurisdiction-bounded, not relationship-bounded. SDPOA never gave directly to Steppe; instead funded her successor Henry Foster III (endorsement, conn 177523) and IE for Whitburn ($21K, conn 2763). Lead 1596 resolved. Evidence 25678.
Humberto Peraza (Edgewater Strategies) lobbied Monica Montgomery Steppe
Coast Law Group, LLP lobbied Monica Montgomery Steppe re: Inn at Sunset Cliffs
Livia Borak Beaudin (Coast Law Group, LLP) lobbied Monica Montgomery Steppe
Edgewater Strategies lobbied Monica Montgomery Steppe re: Strengthening Recruiting & Retention
Humberto Peraza (Edgewater Strategies) lobbied Monica Montgomery Steppe
Hecht Solberg Robinson Goldberg & Bagley LLP lobbied Monica Montgomery Steppe re: 4907 A Street - Appeal to City Council of an approved communication tower
Paul E. Robinson (Hecht Solberg Robinson Goldberg & Bagley LLP) lobbied Monica Montgomery Steppe
Atlantis Group lobbied Monica Montgomery Steppe re: Matters related to the award of the redevelopment of the Sports Arena site located at 3500 Sports Ar
Marcela Escobar-Eck (Atlantis Group) lobbied Monica Montgomery Steppe
Bartell & Kwiatkowski LLC lobbied Monica Montgomery Steppe re: Creation of a flavored tobacco ban ordinance
Jim Bartell (Bartell & Kwiatkowski LLC) lobbied Monica Montgomery Steppe
Bartell & Kwiatkowski LLC lobbied Monica Montgomery Steppe re: Creation of a flavored tobacco ban ordinance
Jim Bartell (Bartell & Kwiatkowski LLC) lobbied Monica Montgomery Steppe
Evergreen Strategies SD lobbied Monica Montgomery Steppe re: Sports Arena/Midway District Redevelopment
Sara Sue Ochoa (Evergreen Strategies SD) lobbied Monica Montgomery Steppe
Evergreen Strategies SD lobbied Monica Montgomery Steppe re: Sports Arena/Midway District Redevelopment
Sara Sue Ochoa (Evergreen Strategies SD) lobbied Monica Montgomery Steppe
Procopio, Cory, Hargreaves & Savitch LLP lobbied Monica Montgomery Steppe re: Land use approvals related to Del Mar Heights School Rebuild located generally at 13555 Boquita Dr.,
Theodore J. Griswold (Procopio, Cory, Hargreaves & Savitch LLP) lobbied Monica Montgomery Steppe
Civic Link Strategies lobbied Monica Montgomery Steppe re: That the San Diego City Council Pass an ordinance that prohibits the sale of flavored tobacco in the
Anthony Keith Young (Civic Link Strategies) lobbied Monica Montgomery Steppe
Pacific Public Affairs lobbied Monica Montgomery Steppe re: 1. Secure additional City funds for the library system.
2. Future approval of an updated Library M
James Lawson (Pacific Public Affairs) lobbied Monica Montgomery Steppe
Coast Law Group, LLP lobbied Monica Montgomery Steppe re: Sports Arena redevelopment.
Marco Gonzalez (Coast Law Group, LLP) lobbied Monica Montgomery Steppe