9.109.020 Charitable solicitation permit required.
   (a)   No person shall solicit, or permit or cause any other person to solicit on said person's behalf, where it is represented that any proceeds of such solicitation are to be used for charitable purposes, or otherwise engage in any "solicitation for charitable purposes" or "sales solicitation for charitable purposes," as those terms are defined in California Business and Professions Code Section 17510.2, or any successor provision thereto, without first obtaining and being the holder of a valid charitable solicitation permit issued by the finance director. The fee for such permit shall be in such amount as may be set by resolution of the city council and which will compensate the city for the actual costs of the permit and identification card(s) required to be in the possession of each solicitor at all times while soliciting, and the cost of administering this chapter.
   (b)   The foregoing permit shall be required only of the person in charge of charitable solicitations on behalf of a charity, but no person shall solicit as agent, servant or representative of an unpermitted person required under the provisions of this section to have a charitable solicitation permit.
   (c)   Each person applying for a charitable solicitation permit or renewal of an existing permit shall file with the finance director a sworn statement setting forth the name of the charity on which behalf the charitable solicitation is to be made, together with the address and telephone number of the charity (and if an organization, the names and business addresses of its officers); the name of the person or persons who are to act as charitable solicitors; the total amount to be raised; the estimated total amount to be expended as compensation or reward for such charitable solicitation, or the percentage of the total amount intended to be raised or realized in the drive or campaign such estimated total of expenditures represents; and the purpose for which the money or property derived from such charitable solicitation is to be used. This statement shall be verified by declaration or affidavit of the person, or chief officer of the organization, for whom charitable solicitation is to be made, or if solicitation is to be for an unorganized class of persons, verification shall be made by the person in charge of such charitable solicitation.
   To the extent not required above, each applicant shall also provide to the finance department as part of the sworn statement of the information required to be disclosed pursuant to California Business and Professions Code Section 17510.3, the name and address of each person who shall actually solicit for charitable purposes. This sworn statement shall be on such form as provided by the finance department and shall constitute the required application. Notwithstanding the foregoing, provided none of the information given in connection with an application for an initial charitable solicitation permit has changed, an applicant for renewal shall only be required to verify the same under penalty of perjury and pay the required permit fee.
   (d)   Before issuing a charitable solicitation permit, the finance department may investigate the information provided in the application. Unless upon such inquiry or from such statement the finance department discovers any false material statement or representation, or that the applicant does not represent a bona fide charity, as defined herein and in California Business and Professions Code Section 17510.2, or that the solicitation activities proposed would violate any provision of California Business and Professions Code Section 17510 et seq., or any other law, the application shall be approved. Each complete application for a charitable solicitation permit shall be approved or denied within fourteen days of receipt or the application shall be deemed approved. The permit shall be valid for one year unless revoked or renewed as provided herein. If denied, the basis for denial shall be provided in writing within seven calendar days by mail to the applicant.
   (e)   In accordance with the requirements of California Business and Professions Code Section 17510.3, upon commencement of any charitable solicitation, each charitable solicitor shall exhibit to the prospective donor or purchaser a card entitled "Solicitation or Sale for Charitable Purposes Card," or alternatively, a solicitation brochure, which card or brochure shall truthfully contain the following information:
      (1)   The name and address of the charitable campaign, each organization, or fund on behalf of which all or any part of the money collected will be utilized for charitable purposes;
      (2)   If there is no organization or fund, the manner in which the money collected will be utilized for charitable purposes;
      (3)   The amount, stated as a percentage of the total gift or purchase price, that will be used for charitable purposes;
      (4)   If the charitable solicitor is a paid fundraiser and is paid a set fee rather than a percentage of the total amount raised, the card or brochure shall show the total cost that is estimated will be used for direct fundraising expenses;
      (5)   If the charitable solicitation is not a sales solicitation for charitable purposes, the card or brochure may state, in place of the amount of fundraising expenses, that an audited financial statement of these expenses may be obtained by contacting the organization at the address disclosed;
      (6)   The non-tax-exempt status of the organization or fund, if the organization or fund for which the money or funds are being solicited does not have a charitable tax exemption under both federal and state law;
      (7)   The percentage of the total gift, donation, or purchase price which may be deducted as a charitable contribution under both federal and state law. If no portion is so deductible, the card or brochure shall state that this contribution is not tax deductible;
      (8)   If the organization making the charitable solicitation represents any nongovernmental organization by any name which includes, but is not limited to, the term "officer," "peace officer," "police," "law enforcement," "reserve officer," "deputy," "California Highway Patrol," "Highway Patrol," or "deputy sheriff," or "firefighter," "firemen" or "fire department," which would reasonably be understood to imply that the organization is composed of law enforcement or fire department or firefighting personnel, the charitable solicitor shall give the total number of members in the organization and the number of members working or living within the county where the charitable solicitation is being made, and if the solicitation is for advertising, the statewide circulation of the publication in which the solicited ad will appear;
      (9)   If the organization making the charitable solicitation represents any nongovernmental organization by any name which includes, but is not limited to, the term "veteran," or "veterans," which would reasonably be understood to imply that the organization is composed of veterans, the charitable solicitor shall give the total number of members in the organization and the number of members working or living within the county where the solicitation is being made. This subsection (e)(9) does not apply to federally chartered or state incorporated veterans' organizations with two hundred or more dues paying members or to a thrift store operated or controlled by a federally chartered or state incorporated veterans organization. This subsection (e)(9) does not apply to any state incorporated community-based organization that provides direct services to veterans and their families and qualifies as a tax-exempt organization under Section 501(c)(3) or 501(c)(19) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code;
   (f)   When the charitable solicitation is not a sales solicitation for charitable purposes, any charitable solicitor who receives no compensation of any type from, or in connection with, a solicitation by any charitable organization, may comply with the provisions of subsection (e) of this section, by providing the name and address of the charitable organization on behalf of which all or any part of the money collected will be utilized for charitable purposes, by stating the charitable purpose for which the solicitation is made, and by stating to the person solicited that information about revenues and expenses of the organization, including its administration and fundraising costs, may be obtained by contacting the organization's office at the address disclosed. The organization shall provide this information to the person solicited within seven days after receipt of the request;
   A charitable solicitor who receives no compensation of any type from, or in connection with, a solicitation or sales solicitation by a charitable organization which has qualified for a tax exemption under Section 501(c)(3) of the Internal Revenue Code, and who is eighteen years of age or younger shall be exempt from the provisions of subsection (e) of this section;
   (g)   Each charitable solicitor receiving money or property from any person as a result of any solicitation shall provide a written receipt to such person. This receipt shall indicate the amount of money or a description of property received, as well as the name, business or home address and telephone number of the charitable solicitor. The receipt shall also state whether or not the money or property received constitutes a state or federal tax deduction;
   (h)   Each charitable solicitor, or the charity on whose behalf such solicitation is made, shall maintain full and complete written records of all money and property received as a result of the permitted charitable solicitation activities. Such records shall be available for review by the finance director, or designee, during normal business hours.
(Ord. 520 § 2 (part), 1998).