HomeMy WebLinkAboutItem 4b. Review the 2023-24 Human Services Grant Mid-Year Reports Item 4b
Human Relations Commission
Agenda Report
For Agenda of: 3/6/2024
Item Number: 4a.
FROM: Nestor Veloz-Passalacqua, Diversity, Equity, and Inclusion Manager
Phone Number: (805) 781-7073
E-mail: nveloz@slocity.org
SUBJECT: REVIEW OF THE 2023-24 HUMAN SERVICES GRANT MID-YEAR
REPORTS
RECOMMENDATION
The Human Relations Commission (HRC) to review the 2023-24 Human Services Grant
(HSG) mid-year reports and receive any updates as part of their respective liaison
assignment roles.
BACKGROUND
The 2023-24 Human Services Grant (HSG) funding recommendations were approved by
Council on May 2, 2023. On February 7, 2024 the HRC assigned liaison roles for each
grant recipient. In January 2024, the grant recipients provide to the Office of Diversity,
Equity, and Inclusion (DEI) their mid-year reports. As required in the contract signed by
the grant recipients, a mid-year report is required to be submitted to the Off ice of DEI
detailing information on the first six (6) months of program implementation, which the
report must also include a statistical report showcasing any data with demographics, a
detailed financial report section explaining the use of funds thus far, and performance
outcomes related to the scope of services. Commissioners will review and provide
feedback to staff on their review of the mid-year reports.
Organization Project/Program Assigned Liaison
1 5 Cities Homeless
Coalition
Rapid Re-Housing &
Homeless Prevention
Assistance
Carlotti
2 Big Brothers Big Sisters
Community and Site Based
Mentoring for Vulnerable
Youth
DeTurris
3 City Farm 2024 Youth Empowerment
Program Warrecker
4 Community Action
Partnership
CAPSLO Homeless
Prevention Services Smith
5 Community Action
Partnership CAPSLO SAFE Smith
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Item 4b
6 Court Appointed Special
Advocates
General CASA Program
Support Smith
7 Family Care Network,
Inc. General Operating Support Colyer-Worth
8 Food Bank No-Cook Bags for
Homeless Residents Campos
9 Hospice of SLO County Caregiver Support Campos
10 Literacy for Life Literacy Program Kasprzak
11
Long Term Care
Ombudsman Services of
SLO County
Ombudsman Services Colyer-Worth
12 Lumina Alliance Emergency Shelter
Operating Support Carlotti
13 Restorative Partners Opportunity to Fund DeTurris
14
San Luis Obispo
Committee for Education
on Alcoholism, dba
Middlehouse
Grant for Alumni Housing Kasprzak
15 San Luis Obispo Legal
Assistance Foundation
Senior Legal Services
Project Carlotti
16
Senior Nutrition
Program/Meals that
Connect
Meals that Connect Warrecker
17 Shower the People Shower the People Kasprzak
18 Smart Share Housing
Solutions, Inc.
Affordable housing
production: homeshares,
ADUs, THOWs and micro
village Waterman Village
DeTurris
19 United Way 211 SLO County Campos
NEXT STEPS
Each commissioner to provide a summary of their respective assigned grant recipient
review and report 1) if grant recipients are in compliance with the expected
implementation of their proposed project/program/service, and 2) ask staff to follow up
with recipients if issues, challenges, or concerns are identified in the reports.
ATTACHMENTS
A - Human Services Grant (HSG) Recipients Mid-Year Reports
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5Cities Homeless Coalition
Board of Directors
Ken Dalebout, President
Jeff Lee, Vice President
Paul Jarvis, Secretary
Lisa Murdoch, Treasurer
Nancy Allison
Pat Cusack
Kassi Dee
Mike Martinez
Donna Milne
Jane Renahan
Amber Rogers
Mariam Shah
Paul Tompkins
Adam Verdin
Mike Wooten
Executive Director
Janna Nichols
Janna.Nichols@5chc.org
www5CHC.org
P.O. Box 558
Grover Beach, CA 93483
Office (805) 574-1638
Fax (805) 668-2380
5Cities Homeless Coalition
A 501(c)(3)
Nonprofit Corporation
ID #27-0413593
Grants-in-Aid 2023-24 Mid-Year Report
January 8, 2024
Organization: 5Cities Homeless Coalition
Program: Rapid Re-Housing & Homeless Prevention Assistance - SLO
Administrator's Report: Resources from this grant have served low-income residents
of San Luis Obispo, who do not otherwise qualify for support from other funding
grants. Specifically, residents were provided financial assistance for rent to retain their
housing, coupled with case management support, and data management (HMIS). No
operational changes were made during this grant period.
Statistical Report: 5CHC was able to assist three households with Homeless Prevention
Rental Assistance and two households with Rapid Re-housing Deposits or Rental
Assistance to move from homelessness to housing. The two households assisted with
deposits and first month’s rent included a young single mother and an individual who
had been chronically homeless in SLO.
The young mother had been homeless and was working with Transitions Mental Health
Permanent Supportive housing program, however, when she had her child, she was no
longer eligible for their housing services. She was able to find a unit on her own, the
only barrier being the Security Deposit to secure the unit, which 5CHC was able to
assist with. The other individual had been homeless in SLO since 2018. After working
with a variety of agencies for housing navigation and employment, he was able to
secure a place of his own. In order to set him up for success, 5CHC was able to assist
with his first month’s rent while he transitioned to housing and increased his hours at
work.
Those receiving Homeless Prevention Rental Assistance had been financially impacted
and were unable to make their rent putting them at risk of losing their housing. The
first household had received a 3-day notice for unpaid rent. One individual was a senior
living on a fixed social security income who had fallen for a phone scam, which left him
several hundred dollars short for his rent.
The two other households found themselves behind on rent or unable to pay their full
rent after a reduction of hours at work due to physical or mental health concerns. Both
individuals were assisted with rent and connected to appropriate resources. Both have
been able to return to work full time and meet their ongoing financial responsibilities
after this one-time assistance.
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Demographic Information of Households Served:
Household
Size Race Ethnicity
Female Head of
Household
Income Level
(AMI)
City of
Origin Type of Assistance
1 Black
Non-
Hispanic No 50% SLO
RRH - Rental
Assistance
1 White
Non-
Hispanic No 30% SLO HP - Rental Assistance
2 White
Non-
Hispanic Yes 30% SLO HP - Rental Assistance
1 White Unknown No 30% SLO HP - Rental Assistance
2 White
Non-
Hispanic Yes 50% SLO RRH - Deposit
Financial report:
Use of Funds
23-24 Proposed
Budget
Actual Spent as of
12/31/2023
HH Served as of
12/31/2023
RRH - Rental Assistance $1,000.00 $1,100.00 1 HH (1 individual)
RRH - Relocation/Stabilization
(Staff) $1,500.00
RRH - Relocation/Stabilization
(Deposit) $2,500.00 $989.56 1 HH (2 individuals)
HP - Rental Assistance $4,000.00 $2,828.00 3 HH (4 individuals)
HP - Relocation/Stabilization (Staff) $1,000.00
HMIS $0.00
Admin $0.00
Total $10,000.00 $4,917.56 5 HH (7 individuals)
This report was prepared and submitted by:
devon.mcquade@5chc.org
(805) 459-0531Associate Director
1/8/2024
Devon McQuade
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1
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: January 10, 2024 - Year-End Report Due: July 10, 2024
Grant Name: Human Services Grant
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) X End-year Report (check box)
Organization: Big Brothers Big Sisters of San Luis Obispo County (BBBS SLO)
Project Name: Community and Site Based Mentoring
Administrator’s Report: (A brief synopsis of the activities of the reporting period, including a statement of the activities, service or programs
provided as described in Exhibit A (your grant application) using the business grant provided, and any changes that have occu rred during the reporting
period. If operations or service provisions have changed, please disclose and explain the reasoning and response to changes here.
For the reporting period, July 1 to December 31, 2023, BBBS SLO has provided our evidence-based, adult to
child mentoring program and supported 10 unduplicated children and youth through our Community-Based
program, and 38 unduplicated children and youth at Site-Based programs at Pacheco and Hawthorne
Elementary schools, all in the City of San Luis Obispo.
No program changes have occurred during the reporting period. BBBS SLO’s prior CEO has retired, and Caity
McCardell is serving as the Interim Executive Director.
Statistical Report: (This section should include 1) the metrics reported as described in Exhibit A (your grant application) and 2) the
demographic data collected through the survey shared by the City.)
Metrics identified in the request for the award period are that 75 City of San Luis Obispo resident children and
youth will be served by June 30, 2024; however, that was for a $12,000 award; the actual award was $5,000 or
42% of the request. Metrics to be served for this amount are 32 (42% of 75). As of December 31, 2023, BBBS
SLO has supported 48 unduplicated children and youth and exceeded metrics for the actual award amount.
Demographics of those served are, for the Site-Based program, 60% Male, 40% Female ; 50% Hispanic, 33%
White, and the remainder identifying as Middle Eastern, Asian, and Native American.
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
The award amount was $5,000. The entire award has been spent. Per YTD financials for the award period, the
average monthly cost for salaries is $22,488. Please see attached unaudited financial statement for July 1 to Dec
31, 2023 for our organization.
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
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Grants-in-Aid 2022-23 Mid-Year Report
Due January 10, 2024
Organization: Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO)
Program: Homeless Prevention/Housing Stability
Administrator's Report:
The Homeless Prevention/Stable Housing Program provides emergency financial assistance to
City of San Luis Obispo households that are at risk of being evicted and need assistance with a
rental payment, or who need assistance securing housing with first month’s rent and/or a
security deposit. Only those assessed individuals who can demonstrate their ability to maintain
rent beyond the assistance and are willing to participate in case management for 6 months (to
further ensure continued success) are accepted into the program. Case managers work with
candidates to develop and maintain a realistic post-housed budget and connect them to
community resources to obtain additional assistance (i.e., food, clothing, job training). In
addition, individuals are encouraged to stretch their dollars further by utilizing services at 40
Prado, including free laundry, meals, primary medical care and other supportive services
offered during the day.
Statistical Report:
2 clients were served from July 1, 2023 – December 31, 2023:
City of Origin Amount Provided from GIA Purpose
Client #1 SLO $ 812 Deposit/1st month’s rent
Client #2 SLO $1,125 Deposit/1st month’s rent
Client #3 SLO $3,123 Arrears/Current month’s rent
Total $5,060
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CAPSL0
Community Action Partnership of San Luis Obispo Co. Inc.
1030 Southwood Drive, San Luis Obispo, CA 93401
(805)544-4355 • Fax (805) 549-8388
www.capslo.org
City of San Luis Obispo -Human Relations Commission
Case Management Homeless Prevention/Stable Housing Project
Mid-Year Grants-In-Aid Report
July 1, 2023 to December 31, 2024
INVOICE #1100-592-012324
REVENUE
City of San Luis Obispo GIA 23-24
EXPENSES
Non-Personnel
Total Revenue
Financial Assistance Payments
Total Non-Personnel
OTHER EXPENSES
Indirect Expenses @ 8%
Total Other Expenses
Total Expenses
Excess (Shortfall) of Funds
$ 5,464.91
10,000.00
$ 10,000.00
5,060.10
$ 5,060.10
404.81
$ 404.81
$ 5,464.91
$ 4,535.09
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GRANTS-IN-AID
MID-YEAR REPORT 2023-2024
Organization: Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO)
Program: SAFE San Luis Obispo Family Resource Center
Administrator's Report:
Human Services Grant funds are being used to pay for a portion of a full-time SAFE San Luis
Obispo Family Resource Center (SLO FRC) Family Advocate, who provides direct services to San
Luis Coastal Unified School District (SLCUSD) families and unaccompanied youth in the City of
San Luis Obispo when school is not in session. The SLO FRC Family Advocate is often the first
point of contact for families. They act as a mobile Family Resource Center by going to individual
school sites or directly to the families and unaccompanied youth rather than being sol ely
located at one physical location. The concept of “mobile family support” has been facilitated by
providing the Family Advocate with a cell phone, laptop, and portable Wi-Fi hotspot during the
pandemic. The Family Advocate coordinates support services w ith CAPSLO’s 40 Prado Homeless
Services Center and with other community agencies.
Statistical Report:
Between July 1, 2023 and December 31, 2024, the San Luis Obispo Family Resource Center
staff have:
• Case managed 11 families, providing intensive services that include case planning,
resource connection, and other needed assistance to stabilize the family.
• Of the case managed families that met their 90-day mark during this reporting period,
100% showed overall improvement of the family’s wellbeing based on their baseline
vs. 90-day Self-Sufficiency Matrix results.
• Provided 80 families with resource and referral services. These are families that do not
require intensive services, but have multiple needs that can be met in a shorter period
of time compared to case managed clients.
• Of the resource and referral families served, 89% reported an improvement in the
family’s well-being as demonstrated in the survey results that gauged family stress,
understanding of community resources, and overall connectedness to the community.
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Financial report: (A financial statement detailing how the City's grant money has been
expended or plan to be expended.)
HSG Amount Amount
Budget Spent Remaining
Revenue
City of SLO HSG
5,000
2,500
2,500
Total Revenue
5,000
2,500
2,500
Personnel Expense
Family Advocate
3,413
1,706
1,707
Taxes/Benefits
1,217 609 608
Total Personnel
4,630
2,315
2,315
Other Program Expenses
Indirect Expense @ 8% 370 185 185
Total Other 370 185 185
Total Expenses
5,000
2,500
2,500
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Human Services Grant Program MID-YEAR REPORT
Due: January 10, 2024
Organization: Central Coast Ag Network, dba City Farm SLO
Program: Summer 2024 Youth Empowerment Program
Administrator's Report: (A brief synopsis of the activities of the reporting period, including a statement
of the activities, service or programs provided as described in Exhibit B (your grant application) using the
Grants-In-Aid provided, and any changes that have occurred during the reporting period.
City Farm SLO’s Youth Empowerment Program (YEP) helps local, underserved teens build career and
college readiness skills through technical agricultural instruction, bilingual workshops, and summer
internships. Workshops are led by instructors trained in youth empowerment strategies and cover these
topics: health and wellness, financial literacy, goal setting, resume building, leadership, public speaking,
and DE&I in agriculture. Upon graduation, students can apply for a paid summer internship at City Farm
SLO.
The majority of grant activities will take place between April and July of 2024. So far during the grant
term, activities have included:
• YEP Facilitator recruitment and hiring
• YEP team conducted 2023 Program evaluation and update including curriculum revisions and
program improvements.
• 2024 YEP Communications Toolkit was developed including 2024 YEP Application form, 2024
YEP Internship Application, program fliers in English and Spanish (both digital and print), social
media marketing materials, press releases, 2024 contact list, 2024 partner list, and 2024
outreach plan.
Statistical Report: (This section should include the number of clients served, their cities of origin, the
nature of services provided, as well as any other statistics which are kept by the agency. The total
number of clients served also should be broken down by the type of service received.)
Beginning of Grant term –
1/10/24
Projected during
grant term
# specific to SLO City
Residents
# of Teens served by YEP 0 36 24
Individual Instruction
Hours 0 1,088 718
Lbs produce donated to
food Bank 0 5,000 Undetermined
In the Summer of 2024, 36 teens will graduate from YEP. We expect roughly 24 students to be residents
of SLO City, and the remaining 12 students will be residents of other cities and unincorporated areas of
SLO County.
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City Farm SLO staff are carrying out targeted outreach to areas that are deemed “under-resourced”
according to the County of San Luis Obispo’s Public Health Department including downtown Paso
Robles, San Miguel, Nipomo, and Morro Bay. Targeted outreach is also being conducted in low-income
housing throughout SLO City and in coordination with partners including Peoples’ Self-Help Housing,
Restorative Partners, SLO County Office of Education, and others.
Financial report: (A financial statement detailing how the City's grant money has been expended or plan
to be expended.)
GIA Grant Funds: Expended as of 1/10/24 To be expended
Student Stipends - $7,200
Summer Intern Scholarships - $3,600
Student Food & Beverage - $2,880
Tools & Materials - $1,320
Total - $15,000
Name: Kayla Rutland
Title: Executive Director
Phone: (805) 769 8344
Signature:
Date: 1/9/24
E-mail: kayla@cityfarmslo.org
Please limit to no more than 2 pages. Once signed, please scan and e-mail to Nestor Veloz-Passalacqua,
DEI Manager, (nveloz@slocity.org)
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Human Services Grant Program
MID-YEAR REPORT
Organization: CASA of San Luis Obispo County____________
Program: General CASA Program Support_____________
Administrator's Report: (A brief synopsis of the activities of the reporting period, including a statement
of the activities, service or programs provided as described in Exhibit B (your grant application) using the
Grants-In-Aid provided, and any changes that have occurred during the reporting period.
A CASA volunteer provides vital one-on-one support for children and youth who are removed from their
homes by a local judge for severe abuse and/or neglect. The CASA stays with the child throughout the
life of their child welfare case. CASA volunteers are trained to gather information and focus their
advocacy to support the needs of the whole child, including placement, physical and mental health,
education, permanency, and well-being. Supporting normalcy for their CASA children is a key
component of this support. CASA volunteers also impact homeless rates by ensuring that teenagers and
young adults in foster care have access to the resources they need to secure safe and stable housing as
they transition out of foster care.
The funding from this grant is helping to provide a gathering space for collaboration and working
partnerships to ensure we are coordinating services and offering the best possible support to some of
the most vulnerable children in the county. Our offices provided crucial infrastructure for the training,
supervision, and direct service-delivery efforts of our staff and the CASA volunteer advocates. In
addition, our staff and volunteers regularly meet and collaborate with social workers and department
heads at our office or at the offices of a number of local agencies and partners, many of which are
located in San Luis Obispo. Staff and CASA volunteers also utilize the office to attend court hearings,
which remain on Zoom.
In calendar year 2023, SLO CASA supported 174 volunteers who were assigned to 254 foster children
Approximately 41 of those children were placed in the city of San Luis. In 2023, we held 22 Information
Sessions attended by 84 community members and interviewed 57 applicants. We trained 46 new CASA
volunteers.
As part of our commitment to offering inclusive and equitable services for all, SLO CASA has dedicated
efforts to improving cultural competence as an organization. As part of this effort, we completed the
following activities:
• Updated our over-the-street banners in San Luis Obispo and updated our brochures to feature
male and Latino volunteers, in both Spanish and English.
• All staff, board and volunteers completed DEI training (Diversity, Equity, and Inclusion) this year
in collaboration with an external trainer.
• Our Executive Director participated in an interview on a Spanish-speaking local radio station and
a local news station featured a story that resulted in 18 new volunteers signing up for an
information session, half of whom are men. Our Training Manager spoke at two local churches
in San Luis Obispo after their Spanish mass to share about the need for Latinx and bilingual
volunteers, along with CASA information tables at both locations. The training manager also
made presentations to Rotary Clubs to target a larger audience of potential new volunteers.
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• We are incredibly pleased to report that as a result of these efforts, we have increased the
number of both male and Spanish CASA volunteers, a vital goal of the organization.
Statistical Report: (This section should include the number of clients served, their cities of origin, the
nature of services provided, as well as any other statistics which are kept by the agency. The total
number of clients served also should be broken down by the type of service received.)
In the calendar year 2023, SLO CASA supported 174 volunteers who were assigned to 254 foster
children. Of the 254 children: 53% were female and 47% were male; 16% were Hispanic/Latinx; 3% were
Black, 58% were White, and the rest were other races, two or more races or unknown. 26% were ages 0-
5, 31% were ages 6-12, 31% were ages 13-17, and 12% were ages 18-21. Approximately 41 children, or
16% of children served resided in the City of SLO. Regardless of age, gender or race, CASA volunteers
provide one-on-one support for children and youth throughout the life of their child welfare case.
Our October 2023 training class, with 10 new advocates, was sworn in on November 15th.
Financial report: (A financial statement detailing how the City's grant money has been expended or plan
to be expended.)
The award of $3,750 is being utilized to defray the cost of rent for our San Luis Obispo office, which
serves as our primary brick-and-mortar presence in the county.
TOTAL $3,750
Katrina Cathcart Development Director 805-592-1245
_________________________ ___________________________ _______________
Name Title Phone
1/16/2024 kcathcart@slocasa.org
______________________ _________________________ _________________
Signature Date E-mail
Please limit to no more than 2 pages. Once signed, please scan and e-mail to Nestor Veloz-Passalacqua,
DEI Manager, (nveloz@slocity.org)
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Human Services Grant Program MID-YEAR REPORT
Organization: FAMILY CARE NETWORK, INC.
Program: FAMILY SUPPORT SERVICES/THERAPEUTIC FOSTER CARE
Administrator's Report: (A brief synopsis of the activities of the reporting period, including
a statement of the activities, service or programs provided as described in Exhibit B (your
grant application) using the Grants-In-Aid provided, and any changes that have occurred
during the reporting period.
As of Dec 31, 2023, FCNI has expended the entire $5,000 funded through the SLO City GIA.
Grant dollars were used to support seven foster care clients residing in the City of San Luis
Obispo, and their respective foster parents, with placement stability.
The SLO City GIA funded supported youth in the following programs: Wraparound
Therapeutic Parent (WTP), Wraparound Foster Care (WFC), and Intensive Services Foster
Care (ISFC). These programs serve high -needs, at-risk youth in their transition from a
higher level of care (e.g., juvenile justice placement, hospital, group home, or a more
restrictive placement) back to family, to independent living, or to a long-term placement
option. To help them be successful in returning to a lower level of care, these youth are
first placed within one of these programs to receive support in adjusting to family-living,
developing stronger life skills, and stabilizing their behaviors in preparation for
reunification or independent living. Foster parents who serve in these programs work as
part of a larger treatment team and are highly skilled in providing trauma -informed care to
support the healing, stability, skills development, and mental health wellbeing of the youth
entrusted into their care.
Your grant funding directly assisted these foster parents to care for seven local youth in
need of safety and stability, helping to transform their lives, and improving their chances of
living healthier, more productive futures.
Statistical Report: (This section should include the number of clients served, their cities of
origin, the nature of services provided, as well as any other statistics which are kept by the
agency. The total number of clients served also should be broken down by the type of
service received.)
The grant funds were expended on seven foster care clients and their foster parents all
living within the City of San Luis Obispo . Funding covered critical housing and placement
costs associated with caring for these youth, including home and transportation needs and
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repairs; critical supplies for the overall health of youth; increased access to enrichment
and mental health activities and experiences; basic needs including clothing, school
supplies/materials/fees, and safe childcare when needed, and anything else a youth would
need to feel safe, cared for, and in a position to move forward from difficult circumstances.
For further details, see the financial breakdown included in the Financial Report below.
Financial report: (A financial statement detailing how the City's grant money has been
expended or plan to be expended.)
To date (12/31/23) all SLO CITY GIA funds have been expended. The following includes a
breakdown of how funding was applied:
Expense Program
$2603.26 Probation-WTP foster parent (three clients)
$78.00 SLO FC respite (one client)
$400.00 WTP respite (one client)
$250.00 WFC respite (one client)
$1168.74 ISFC foster parent & placement support (one client)
TOTAL: $5000.00
Name: Sarah Davenport
Title: Director of Corporate Affairs
Phone: (805) 234-3496 (c); (805) 781-3535 (office)
Signature:
Date: January, 10, 2024
E-mail: sdavenport@fcni.org
Please limit to no more than 2 pages. Once signed, please scan and e -mail to Nestor
Veloz-Passalacqua,
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Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: January 10, 2024 - Year-End Report Due: July 10, 2024
Grant Name: Human Relations Commission GIA
Grant Year: FY 2023-24
Type of Report: Midyear Report (check box) X End-year Report (check box)
Organization: Hospice of San Luis Obispo County
Project Name: Caregiver Support
Administrator’s Report: (A brief synopsis of the activities of the reporting period, including a statement of the activities, service or programs
provided as described in Exhibit A (your grant application) using the business grant provided, and any changes that have occurred during the reporting
period. If operations or service provisions have changed, please disclose and explain the reasoning and response to changes here.
Herein is our Mid-Year Report for the $10,000 Human Relations Commission GIA (Services for Seniors and/or
People with Disabilities in Need) that began on 7/1/2023. This report includes data from July 1, 2023 - Dec 31,
2023.
As a result of the grant we received, Hospice of SLO County’s Caregiver Support program continues to train and
sustain more in-home volunteers to provide support for caregivers in our community, serve more people from low-
income and underserved populations, reduce the wait time for receiving our services, and realize financial support
to continue our services. Our Caregiver Support program oVers a variety of services to help keep home caregivers
healthy and well as they care for a loved one with a life-limiting diagnosis. Our volunteers visit clients’ homes for
up to four hours per week to provide short-term relief or respite care to primary caregivers while also lending
compassionate support to the loved one with dementia or other life-limiting illness.
Statistical Report: (This section should include 1) the metrics reported as described in Exhibit A (your grant application) and 2) the
demographic data collected through the survey shared by the City.)
We offered two specific support groups during the specified timeframe: Caregiver Support Group (63 hours)
Dementia and Anticipatory Grief Support Group (14 hours).
We supported 19 in-home clients during the specified timeframe, as well as 2 end-of-life vigil clients and 3 pet
peace of mind clients. The age range of human clients was 58-100 and 9 clients had cognitive impairment. Three
of these 19 clients live specifically in the City of SLO.
Overall, a total of 1,538 hours of in-home support were provided by 64 volunteers. This includes in-home respite
support, pet peace of mind, end-of-life vigil support, reiki, and bedside singing by Threshold Singers. In addition to
in-home volunteers, comprehensive Care Management is provided to clients with Alzheimer’s or other forms of
dementia and their caregivers and families. Overall, there were 80 clients that came through Care Management; of
these, 28 were specific to the City of SLO. An additional 11 SLO residents contacted our agency to inquire about
out-of-area services for loved ones living elsewhere; this shows that people in SLO turn to our organization as a
trusted advisor in the community and rely on us for information, education, and referrals as well as direct
services.
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Shannon McOuat Executive Director (805) 544-2266
Name Title Phone
Shannon McOuat
Shannon McOuat (Jan 23, 2024 09:59 PST)
shannonmcouat@hospiceslo.org
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and at
dei@slocity.org
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
01/23/2024
Page 36 of 66
Human Services Grant Program
MID-YEAR REPORT
Organization:
Program:
Due: January 10, 2024
LTC Ombudsman Services of San Luis Obispo County
Ombudsman Services
Administrator's Report: (A brief synopsis of the activities of the reporting period, including a statement
of the activities, service or programs provided as described in Exhibit B (your grant application) using the
Grants-In-Aid provided, and any changes that have occurred during the reporting period.
During the first six months of the fiscal year, LTCO has trained five (5) new Ombudsman volunteers. These
volunteers will be fully certified in February 2024. We continue to retain our current paid staff with three
full-time and two part-time employees. We are meeting our service requirements and ensuring that facility
residents in the City of San Luis Obispo have frequent access to Ombudsman. One challenging problem that
we are addressing is a steady increase in the number of facility residents who complete suicide. For this
issue, we are working with County Behavioral Health and Wilshire Community Services to develop resources
for residents who may be considering suicide. The people who are most at risk are facility residents facing
new physical limitations and significant loss of independence.
We continue to provide efforts to prevent homelessness. This includes providing help to low income/low
asset facility residents by responding to insurance denials and filing appeals. We are also working with legal
services staff at California Advocates for Nursing Home Reform (CANHR) and the State Ombudsman office to
reduce discrimination in nursing home admissions for persons with Medi-Cal as their primary pay source.
This is a statewide problem that is exacerbated in San Luis Obispo City and County due to the lack of nursing
facility options or low cost residential care facilities.
Statistical Report: (This section should include the number of clients served, their cities of origin, the
nature of services provided, as well as any other statistics which are kept by the agency. The total number
of clients served also should be broken down by the type of service received.)
July 1, 2023 – December 31, 2023 Statistical Data
New Cases Opened: 128
Complaints Closed: 183
Information and Consultation Sessions: 252
Volunteer Hours: 13.5
Community Education Sessions: 9
Facility Visits: 1,059
New Residents/Clients Served: Total for SLO County: 981
New Residents/Clients Served: City of San Luis Obispo: 413
City of San Luis Obispo Care Facility Data:
Skilled Nursing Facilities: 3 facilities with 346 beds
Residential Care Facilities for the Elderly: 24 facilities with 400 beds
All residents/clients received Ombudsman services including: advocacy, complaint
investigations and resolution, facility monitoring visits, information and consultation and
systemic advocacy.
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Financial report: (A financial statement detailing how the City's grant money has been expended or plan
to be expended.)
See attached.
Karen Jones Executive Director 805-785-0132
Name Title Phone
1/11/2024 karenjones@ombudsmanslo.org
Signature Date E-mail
Please limit to no more than 2 pages. Once signed, please scan and e-mail to Nestor Veloz-Passalacqua,
DEI Manager, (nveloz@slocity.org)
Page 38 of 66
Jul - Dec 23
Ordinary Income/Expense
Income
AAA Grant 80,368.00
Grants
City of SLO 2,500.00
County of SLO 27,175.00
SLO Com Fndtn 18,000.00
Total Grants 47,675.00
In-Kind Match 479.81
Program Income -65.38
Total Income 128,457.43
Expense
Accounting 574.86
Advertising 2,572.25
CLTCOA Reim 50.00
Dues & Subscriptions 2,600.31
Equipment R & M 3,096.71
Insurance 8,558.17
Office Expense 1,146.81
Personnel
Benefits 16,011.10
In-Kind Personnel 479.81
Payroll Taxes 9,817.24
Salaries 128,329.85
Total Personnel 154,638.00
Program Supplies 128.46
Rent 17,386.18
Telephone 3,912.30
Travel & Training
Staff Training 100.00
Staff Travel 8,967.05
Total Travel & Training 9,067.05
Utilities 74.50
Volunteer Expense 361.28
Total Expense 204,166.88
Net Ordinary Income -75,709.45
Other Income/Expense
Other Income
Gain/Loss on Investments 31,994.93
Investment Income 11,383.68
Total Other Income 43,378.61
Other Expense
Investment Fees 2,500.00
Total Other Expense 2,500.00
Net Other Income 40,878.61
Net Income -34,830.84
10:35 AM LTC Ombudsman
01/11/24 Profit & Loss
Accrual Basis July through December 2023
Page 1
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DocuSign Envelope ID: 39EC676B-173B-432E-B5D1-7622A3C3ECDD
Exhibit B
Human Services Grant Program
MID-YEAR REPORT
Due: January 10, 2024
Organization:
Program:
Administrator's Report: (A brief synopsis of the activities of the reporting period, including a statement of
the activities, service or programs provided as described in Exhibit B (your grant application) using the
Grants-In-Aid provided, and any changes that have occurred during the reporting period.
Lumina Alliance provided no-cost shelter and crisis intervention services to survivors during the
reporting period with designated staff providing bilingual services. Clients receiving shelter services have
access to all other Lumina Alliance advocacy, therapy, and referrals to SLOLAF for legal assistance.
Clients staying in our shelters often utilize our case management and therapy services. Lumina
Alliance Advocates, staff who are assigned to work with shelter clients, help survivors achieve secure
housing and connect them to therapy services and any further case management necessary including legal
referrals. All of our services are carried out with a lens of cultural sensitivity and language diversity to best
empower survivors in achieving self-sufficiency.
Statistical Report: (This section should include the number of clients served, their cities of origin, the nature
of services provided, as well as any other statistics which are kept by the agency. The total number of
clients served also should be broken down by the type of service received.)
Shelter Clients:
City of Residence, Profile Count
Atascadero, 9; Arroyo Grande, 1; Cayucos, 1; Grover Beach, 4; Los Osos, 4; Morro Bay, 1; Nipomo, 3;
Oceano, 4; Paso Robles, 29; Pismo, 2; San Luis Obispo, 31 ; Santa Maria, 5; Templeton, 5; Total 99
Service, # of Clients, # of times provided
Bilingual Services, 17 clients, 281 services; Advocacy, 40 clients, 168 services; Food & Clothing (Pantry), 0
clients; Housing - Follow Up, 30 clients, 121 services; Help Applying, 12 clients, 22 services; Housing Intake,
40 clients, 51 services; Case Management, 5 clients, 6 services; Information, 52 clients, 585 services;
Lumina Alliance
Emergency Shelter Operating Program
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Phone Contact, 43 clients, 302 services; Safety Planning, 39 clients, 124 services; Individual Therapy, 3
clients, 49 services; Group Therapy, 0 clients
Financial report: (A financial statement detailing how the City's grant money has been expended or plan
to be expended.)
Lumina Alliance HRC-HSG FY23/24
07/01/2023 to 12/31/2023 Expenses
Shelter - Operating Costs
Repairs & Maintenance $2,000.00
Utilities $750.00
Small Equipment and Decor $500.00
Food & Supplies $338.61
Total Midyear Expenses $3,588.61
Name Title Phone
Signature Date E-mail
Please limit to no more than 2 pages. Once signed, please scan and e-mail to Nestor Veloz-Passalacqua,
DEI Manager, (nveloz@slocity.org)
Kaitlin Goodpaster Grants Manager 805-781-6400
01/18/2024 kgoodpaster@luminaalliance.orgKaitlin Goodpaster (Jan 18, 2024 11:23 PST)
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1
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: January 10, 2024 - Year-End Report Due: July 10, 2024
Grant Name: Human Services Grant
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) X End-year Report (check box)
Organization: San Luis Obispo Committee for Education on Alcoholism. DBA: Middle House
Project Name: Grant for alumni housing
Administrator’s Report: (A brief synopsis of the activities of the reporting period, including a statement of the activities, service or programs
provided as described in Exhibit A (your grant application) using the business grant provided, and any changes that have occu rred during the reporting
period. If operations or service provisions have changed, please disclose and explain the reasoning and response to changes here.
Middle House received a $5,000 grant to assist residents with deposit money to move into their own place. This grant
was tftled “2023 HSG GIA GRANT. We provided $1,000 checks to individuals in need who completed our one-year
program. The five recipients of this grant were:
Name Amount Check# Date
Corey Fredrick $1,000 `3110 10/19/23
Stephen Thewlis $1,000 3116 11/19/23
Khalif Greene $1,000 3123 12/15/23
James Taylor $1,000 3133 1/14/24
Not yet awarded $1,000 --------- ----------
Statistical Report: (This section should include 1) the metrics reported as described in Exhibit A (your grant application) and 2) the
demographic data collected through the survey shared by the City.)
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2
Our sober living facility in San Luis Obispo has 14 residents and 2 staff that live on site. We provide 24-hour testfng for
the use of alcohol and other drugs. Residents are provided with one hot meal per day thanks to our partnership with
the SLO county food bank. Additfonal free food is provided along with free laundry facilitfes, wi-fi, gym membership at
the YMCA and group actfvitfes. Residents and staff frequently volunteer to assist other local non-profits such as
Operatfon Surf, SLO Symphony and the NAACP. Our sober living facility is considered temporary emergency shelter
contfngent on the residents being sober. Testfng and oversight are performed around the clock. Thousands of SLO
county residents have begun their journey to long term sobriety at Middle House.
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
Middle House filed for an additional grant that we have received in the past but did not get this year.
The $3,100 Client Housing Supplement was not approved for renewal this year. Since residents were in our sober living
facility their “need” was not deemed to be dire. Respectiully, I disagree because some individuals suffering from
addictfon need help to become employable- it rarely happens overnight. Rental assistance in early recovery can be
beneficial.
The $5,000 Grant for Alumni Housing was approved for renewal by the city this year.
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
Page 48 of 66
3
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Human Services Grant Program MID-YEAR REPORT
Due: January 10, 2024
Organization: Restorative Partners, Inc.
Program: Opportunity to Thrive
Administrator's Report: (A brief synopsis of the activities of the reporting period, including a statement
of the activities, services or programs provided as described in Exhibit B (your grant application) using the
Grants-In-Aid provided, and any changes that have occurred during the reporting period.
• Restorative Partners work with justice-involved individuals, and most of our participants come
directly from prison or jail, with minimal belongings and support. This funding has played a
critical role in the lives of our participants, our agency, and our mission. It has been utilized to
meet the emergency needs of individuals, who face barriers to reentry. This funding has allowed
us to assist the participants with Right to Work documents, such as identification cards, driver’s
licenses, and birth certificates. They can obtain transportation, such as bus passes, and bicycles
with safety gear, or assist with car registration and repair. This enables them to go to work, and
school, and make their appointments. We have been fortunate enough to be able to provide
partial rent for those individuals who start new employment and are waiting for their first check.
The more we can assist our participants and help them get back on their way to self-sufficiency,
the better it is for our community. We are grateful for the funding we have received, and the
positive impact it has had on our participants, agency, and community. We find creative ways to
assist our participants while stretching the funding to help as many people as possible. Between
2019-2023, we helped 1,363 clients in our Re-entry Program! We have just about exhausted this
grant funding to serve 37 clients so far, and we believe it’s supported a great cause, “Our
Participants”, which in turn has a positive impact on the community of San Luis Obispo.
Statistical Report: (This section should include the number of clients served, their cities of origin, the
nature of services provided, as well as any other statistics which are kept by the agency. The total number
of clients served also should be broken down by the type of service received.)
• In the last six months, Restorative Partners (RP) has assisted 37 with our
Opportunity to Fund that originated in the city of SLO. That’s about 1/3 of
the clients we served in the last 6 months (97 clients served).
• The image to the left shows the breakdown of client requests as well as
the number of clients who requested them. Many of our clients, coming out
of the jail/prison, don’t have any means of transportation or legal
documents.
• Many clients as for bus passes, in fact, 100 clients asked for bus passes in
these 6 months to go to and from work, to and from the RP office, and any
other treatment they are receiving in the city. The breakdown is as follows;
80 31-day passes, 10 7-day passes, and 10 day passes. Many of our clients
prefer to take transportation in their own hands and have requested bikes as
their form of transportation.
Request Count
DUI Classes 1
Bicycle 8
Birth Certificate 7
Bus Passes 3
Car Registratiom 1
College Registration 1
Drivers License 3
Driving School 1
DUI Classes 2
Gas Card 1
Notary 3
Rental Assistance 3
State ID 2
Work Equipment 1
Grand Total 37
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Financial report: (A financial statement detailing how the City's grant money has been expended or plan
to be expended.)
• Currently, RP has secured a matching fund from
The Community Foundation of SLO. We hope to be
able to cycle between these two awards to keep our
Opportunity to Fund yearly expense of $16,000
continuing.
Ramon Lemus Grants & Database Contract Manager (805)234-9077
Name Title Phone
Ramon Lemus 01/10/2024 ramon@restorativepartners.org
Signature Date E-mail
Please limit to no more than 2 pages. Once signed, please scan and e-mail to Nestor Veloz-Passalacqua,
DEI Manager, (nveloz@slocity.org)
Expenses Costs (7/1/2022 - 1/8/2024)
DUI Classes $490.00
Bicycle $1,112.32
Birth Certificate $371.50
Bus Passes $1,730.85
Car Registratiom $250.00
College Back Registration $24.00
Drivers License $188.91
Driving School $206.00
DUI Classes $118.50
Gas Card $100.00
Notary $45.00
Rental Assistance $1,313.36
State ID $71.48
Work Equipment $48.93
Total:$6,070.85
Initial Funding:$8,000.00
Funding Remaining:$1,929.00
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Human Services Grant Program
MID-YEAR REPORT
Due: January 10, 2024
Organization: San Luis Obispo Legal Assistance Foundation (SLOLAF)
Program: Senior Legal Services Project (SLSP)
Administrator’s Report: (A brief synopsis of the activities of the reporting period, including a
statement of the activities, service or programs provided as described in Exhibit B (your grant pplication)
using the Grants-In-Aid provided, and any changes that have occurred during the reporting period.
Senior Legal Services Project (“SLSP”) continues to provide legal advice, representation and
community outreach to seniors throughout the City and County of San Luis Obispo (“SLO”).
SLSP’s primary areas of assistance are planning for incapacity (statutory wills, powers of attorney
for finances and advance health care directives), consumer finance/bankruptcy/creditor issues,
housing issues, income maintenance, and elder abuse . SLSP actively prioritizes seniors who are
in greatest economic or social need and are at risk of losing safety, housing, and independence .
SLOLAF has continued with the phone/Zoom appointment options adopted during the pandemic
as well as having our office open for in-person appointments. We note that about 65% of our client
appointments are currently being handled in-person, which is a large increase over last year as
clients seem more comfortable with in-person appointments. Though telephone/Zoom is not our
preferred mode of providing services, it is working as well as can be expected, and is protecting
the health of our staff, volunteers and clients who prefer to remain in a remote environment. It has
also been useful in helping senior clients who do not have readily available modes of
transportation. We also have started having office hours at designated senior centers in the
county, staffed with an attorney who can answer questions.
When this grant application was written, we estimated that we would serve 225+ seniors county-
wide, with 25% residing in SLO City. In actuality, we’ve served 164 clients in the first six months
of the year, with 36% residing in SLO City. We estimated providing 2,000+ hours of direct legal
services and are shy of half of that number by about 30%, at 696 hours half-way through the year.
Part of this shortage is that we were short -staffed until October of 2023 with the departure of a
long-term attorney who handled many senior legal cases. Being short-staffed, we had to spread
our staff attorneys out over all of our programs, so they all saw less clients tha n expected. We
have seen a big uptick in client numbers mostly because of our presence at senior centers and
success in reaching them with education regarding planning for incapacity. These tend to be
cases that are shorter in duration. Our numbers of this type of case have increased over last year,
and these types of cases m ust be completed in person. We completed eight outreach
events/presentations about SLOLAF’s services, during which senior services are always
highlighted.
Page 55 of 66
Statistical Report: (This section should include the number of clients served, their cities of origin, the
nature of services provided, as well as any other statistics which are kept by the agency. The total number
of clients served also should be broken down by the type of service received.)
Between July and December 2023, SLSP closed legal cases for 120 clients who reside in SLO
County, 43 of whom were residents of SLO City (about 36% of SLSP’s total caseload). In addition,
there were 44 open cases as of 12/31/23. Of the clients for the 120 closed cases:
• 13% were between the ages of 60 and 64; 34% were between the ages of 65 and 74; 42%
were between the ages of 75 and 84; 11% were 85 years old or older
• 76% of our clients were female and 24% were male, an increase in the percentage of
female clients from last year
• Thirteen clients were veterans
• Over 60% of our senior clients report that they live alone.
• 91% of our clients identified as being Caucasian (white) with 13% of those identifying as
Hispanic. 9% identified as other races.
In the last six months, SLSP provided 696 hours of client service, including advice, consultation
and/or representation to clients with the following legal issues :
Powers of Attorney/Advance Health Care Directives/Simple Wills: 67 clients
Housing: 32 clients
Bankruptcy/Debt Collection/Consumer Finance: 13 clients
Elder Abuse/Neglect/Exploitation: 4 clients
Income Maintenance: 2 clients (this work has been transferred to another program at SLOLAF)
Other legal matters: 2 clients
Financial report: (A financial statement detailing how the City’s grant money has been expended or
plan to be expended.)
The check for the City’s grant of $7,000 was received in September 2023. SLOLAF’s Finance
Department tracks the revenue and expenses for our various programs individually. Project funds
are used to pay wages, payroll taxes and benefits for our bilingual Supervising Legal Assistant.
The funds from the City represent partial funding for the program as a whole.
The City of SLO grant also provides matching funds for our grant from Area Agency on Aging
(AAA), funded through Older Americans Act (OAA) federal funding .
Donna Jones Executive Director (805) 548-0796
Name Title Phone
1/10/24 donna@slolaf.org
Signature Date E-mail
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City of San Luis Obispo
Grant Recipient Report Human Service MidYear
Grant Name: Human Services
Grant Year: FY 2023/24
Type of Report: Midyear Report (check box) x End-year Report (check box)
Organization: Smart Share Housing Solutions, Inc.
Project Name: Affordable housing production assistance program support
(A brief synopsis of the activities of the reporting period, including a statement of the activities, service or programs
provided as described in Exhibit A (your grant application) using the business grant provided, and any changes that have occurred during the reporting
period. If operations or service provisions have changed, please disclose and explain the reasoning and response to changes here.
During this 6 month period, Smart Share Housing has continued creative affordable housing production
activities with Human Services grant funding. While all three activities have continued, focus and $8400
expenditure during this period has been on areas 2 and 3, below:
1) Provision of HomeShareSLO housing services to residents in the city of SLO, assisting mostly lower income
single seniors to age in place through renting their extra bedroom. Added rooms at below market rents add to
g and prevent homelessness.
2) Increase production of affordable accessory dwelling units (ADUs) and tiny houses on wheels (THOWs) in
City resident backyards. These can provide affordable, energy efficient housing without public subsidy, yet
development and construction is daunting. 10+ community workshops in Smart Share's new demonstration
THOW in San Luis Obispo educated and inspired residents.
3) Development of the Waterman Village, twenty 100% affordable homes around a restored historic adobe on
Dana St. which will house vulnerable residents.
Statistical Report: (This section should include 1) the metrics reported as described in Exhibit A (your grant application) and 2) the
demographic data collected through the survey shared by the City.)
Date Time Workshop Name Place
type, if
funded Attendees
12/13/2023
10:30
AM Coffee Chat tiny living
Demo
Cottage City SLO 6
11/15/2023
10:30
AM SB4 Event options for development at churches
Demo
Cottage City SLO 5
11/08/2023
10:30
AM Living Tiny & Off-Grid (#10 of 10)
Demo
Cottage City SLO 4
10/25/2023
10:30
AM Living Tiny & Off-Grid (#9 of 10)
Demo
Cottage City SLO 3
10/18/2023 8:30 AM Santa Barbara Sustainability Summit UCSB N 70
Page 57 of 66
10/18/2023
10:30
AM Tiny Home; Tiny Challenges (#8 of 10)
Demo
Cottage City SLO 4
10/17/2023 5:30 PM Tiny Home; Tiny Challenges (#7 of 10)
Demo
Cottage City SLO 2
10/11/2023
10:30
PM Coffee Chat/Older Adults and Small Living (#6 of 10)
Demo
Cottage City SLO 2
10/10/2023 5:30 PM
All Electric High Efficiency Home Demonstration (#5
of 10)
Demo
Cottage City SLO 2
10/4/2023
10:30
AM
Backyard Houses; what are ADUs, THOWs, jADUs
(#4 of 10)
Demo
Cottage City SLO 2
9/21/2023
12:00
PM
Energy Code Compliance for All-Electric ADUs (#2
of 10)
Demo
Cottage 3c-REN 10
09/13/2023
12:30
PM Coffee Chat/Tiny Living (#1 of 10)
Demo
Cottage City SLO 9
11 partially City funded workshops with 39 SLO City residents attending have helped residents understand
options for accessory dwelling units and tiny houses on wheels in their backyards. Because the process is
cumbersome and often takes years to complete, it is difficult to assess the outcome of these efforts in the short
term. Workshop attendance numbers were lower than anticipated. As such, workshops in 2024 will be reduced.
Waterman Village Development included production of architectural renderings & drainage and engineering
reports
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
The Human Service Grant award totaled $8,400. This total amount has been spent in this 6 month period,
including:
11 ADU Workshops total
Outreach/PR 3 hrs/event@$35/hr=$105
Planning/coordination: 3 hrs/event@$35/hr=$105
Materials/supplies: $100/event
Site prep & Event costs: 2 staff/total 8 hrs@$35/hr=$280
Total: $590/event x 11 events=$6490 x 50% of total event costs
ADU workshops total: $3245.
During this period, Waterman Village architectural rendering and civil engineering fees have exceeded
$25,000.
Waterman total billed for this period: $5155.
Total grant funds expended during period: $8400
Signed: ___________________________________ Date: 1/17/24__________________
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Exhibit B
City of San Luis Obispo HRC Human Services Grant
Midyear Report Due: January 10, 2024
Grant Name: HRC Human Services Grant
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) X End-year Report (check box)
Organization: United Way of San Luis Obispo County
Project Name: 211 SLO County
Administrator’s Report: (A brief synopsis of the activities of the reporting period, including a statement of the activities, service or programs
provided as described in Exhibit A (your grant application) using the business grant provided, and any changes that have occurred during the reporting
period. If operations or service provisions have changed, please disclose and explain the reasoning and response to changes here.
In the period from July 1, 2023 to December 31, 2023, 211 SLO County continued to provide information
and referrals for health and human service agencies and programs throughout San Luis Obispo County.
Callers were given three referrals, when possible, for each request they presented, and callers in crisis or
with immediate mental health needs were transferred to appropriate support lines, where trained
volunteers and staff are prepared to give more personal help. Services are available in multiple
languages, offered 24 hours a day, seven days a week and are confidential and free.
Calls are answered by trained call specialists at a call center in Ventura County, operated by Interface
Children and Family Services. UWSLOC managed or participated in all other operational, fundraising, and
marketing efforts for 211 in partnership with current partners. A 211 Database Manager housed at the
United Way of San Luis Obispo County office maintains the database and helps agencies verify and
update their resources regularly to provide the most current information to clients.
211 resource data remained available through an online searchable public database, available at
www.211slo.org. 211 data is also available via text message. Users can text their zip code to 898211 to
receive text referrals.
Statistical Report: (This section should include 1) the metrics reported as described in Exhibit A (your grant application) and 2) the
demographic data collected through the survey shared by the City.)
From July 1, 2023 – December 31, 2023, 211 SLO County received 1,875 calls. 1,246 calls contained
location data, of which 20% (254) were received from known zip codes in the City of San Luis Obispo
or Cal Poly (some callers decline to give their zip code). 211 SLO County was contacted via 2-way text
25 times. 35% of the calls/texts from the City of San Luis Obispo were for housing/shelter assistance,
18% of calls were regarding mental health and addiction requests, 16% was for Individual and Family
Support, 10% was for food/meals, 9% was for Transportation, 8.7% was for clothing and household
needs, 8.7% was for Legal, Consumer and Public Safety Services, 7% was for Utility Assistance, 5%
were for Disaster Services, 5% was for Health Care. Callers from the City of SLO were most often
referred to homeless shelters, mental health and substance abuse services, individual and family
community support, food pantries and transportation.
For this time period, 3,024 unique IP Addresses (increase of 35% over same period last year) visited
the public resource database online at 211slo.org viewing 8,102 agency and program resources.
The graph below represents the top needs requests by City of SLO residents for the period 7/1/2023-
12/31/2023.
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Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
Linda Wingert Sr. VP Community Impact 805-541-1234 x6
Name Title Phone
___________________________ January 8, 2024 lindawingert@unitedwayslo.org
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org)
0
97
46 41
25 24 22 22 18 12 12 12 4 2 2 1 1
0
20
40
60
80
100
120
City of SLO Caller Needs 7/1/2023-12/31/2023
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