HomeMy WebLinkAbout09-12-2024 HRC Agenda Packet
Human Relations Commission
AGENDA
Thursday, September 12, 2024, 5:00 p.m.
City Hall, 990 Palm Street, San Luis Obispo
The Human Relations Commission holds in-person meetings. Zoom participation will not be
supported. Attendees of City Council or Advisory Body meetings are eligible to receive one hour of
complimentary parking; restrictions apply, visit Parking for Public Meetings for more details.
INSTRUCTIONS FOR PUBLIC COMMENT:
Public Comment prior to the meeting (must be received 3 hours in advance of the meeting):
Mail - Delivered by the U.S. Postal Service. Address letters to the City Clerk's Office at 990
Palm Street, San Luis Obispo, California, 93401.
Email - Submit Public Comments via email to advisorybodies@slocity.org. In the body of your
email, please include the date of the meeting and the item number (if applicable). Emails will not
be read aloud during the meeting.
Voicemail - Call (805) 781-7164 and leave a voicemail. Please state and spell your name, the
agenda item number you are calling about, and leave your comment. Verbal comments must be
limited to 3 minutes. Voicemails will not be played during the meeting.
*All correspondence will be archived and distributed to members, however, submissions received
after the deadline may not be processed until the following day.
Public Comment during the meeting:
Meetings are held in-person. To provide public comment during the meeting, you must be
present at the meeting location.
Electronic Visual Aid Presentation. To conform with the City's Network Access and Use Policy,
Chapter 1.3.8 of the Council Policies & Procedures Manual, members of the public who desire
to utilize electronic visual aids to supplement their oral presentation must provide display-ready
material to the City Clerk by 12:00 p.m. on the day of the meeting. Contact the City Clerk's
Office at cityclerk@slocity.org or (805) 781-7114.
Pages
1.CALL TO ORDER
Chair Kasprzak will call the Regular Meeting of the Human Relations
Commission to order.
2.PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA
The public is encouraged to submit comments on any subject within the
jurisdiction of the Human Relations Commission that does not appear on this
agenda. Although the Commission will not take action on items presented during
the Public Comment Period, the Chair may direct staff to place an item on a
future agenda for discussion.
3.CONSENT
Matters appearing on the Consent Calendar are expected to be non-
controversial and will be acted upon at one time. A member of the public may
request the Human Relations Commission to pull an item for discussion. The
public may comment on any and all items on the Consent Agenda within the
three-minute time limit.
3.a CONSIDERATION OF MINUTES - AUGUST 15, 2024 HUMAN
RELATIONS COMMISSION MINUTES
5
Recommendation:
To approve the Human Relations Commission Minutes of August 15,
2024.
4.BUSINESS ITEMS
4.a REVIEW OF THE DEI HIGH IMPACT GRANT MID-YEAR REPORTS 9
Recommendation:
Commissioners to provide a brief review and update of the 2023-24 DEI
High Impact Grant Mid-Year Reports for each assigned grantee.
4.b REVIEW OF THE DEI SLO BUSINESS GRANT YEAR-END REPORTS 203
Recommendation:
The Human Relations Commission (HRC) to review the 2023-24 DEI
SLO Business Grant year-end reports and provide staff with any
updates as part of their respective liaison assignment roles.
5.PUBLIC HEARING
Note: Administrative decisions by the Human Relations Commission may be
appealed to the City Council in accordance with the appeal procedure set forth
in Chapter 1.20 of the San Luis Obispo Municipal Code.
5.a HUMAN SERVICES GRANT (HSG) COMMUNITY NEEDS GRANT
WORKSHOP
469
Recommendation:
Staff recommend that the Human Relations Commission (HRC) holds
the Human Services Grant (HSG) Community Needs Grant Workshop
with a focus on alignment between community needs and grant funding
priorities.
6.COMMENT AND DISCUSSION
6.a STAFF & COMMISSIONER UPDATES AND AGENDA FORECAST
Receive a brief update from Diversity, Equity, and Inclusion Manager
Nestor Veloz-Passalacqua.
7.ADJOURNMENT
The next Regular Meeting of the Human Relations Commission is scheduled for
October 2, 2024 at 5:00 p.m. in the Council Hearing Room at City Hall, 990
Palm Street, San Luis Obispo.
LISTENING ASSISTIVE DEVICES are available -- see the Clerk
The City of San Luis Obispo wishes to make all of its public meetings accessible
to the public. Upon request, this agenda will be made available in appropriate
alternative formats to persons with disabilities. Any person with a disability who
requires a modification or accommodation in order to participate in a meeting
should direct such request to the City Clerk’s Office at (805) 781-7114 at least
48 hours before the meeting, if possible. Telecommunications Device for the
Deaf (805) 781-7410.
Agenda related writings or documents provided to the Human Relations
Commission are available for public inspection on the City’s website, under the
Public Meeting Agendas web page: https://www.slocity.org/government/mayor-
and-city-council/agendas-and-minutes. Meeting audio recordings can be found
on the City’s website:
http://opengov.slocity.org/WebLink/Browse.aspx?id=60981&dbid=0&repo=CityCl
erk
PARKING VALIDATIONS
Starting on July 8, 2024, any community member who attends a public City
Council or City Advisory Body meeting can receive a complimentary parking
validation ticket good for up to one hour of parking in the public parking garage
at 919 Palm Street or 871 Marsh Street. Validation tickets will be handed out at
the beginning of the meeting. More information can be found at
https://www.slocity.org/government/parking-for-public-meetings#!/
1
Human Relations Commission Minutes
August 15, 2024, 5:00 p.m.
City Hall, 990 Palm Street, San Luis Obispo
Human Relations
Commissioners
Present:
Commissioner Vincent DeTurris, Commissioner Sierra Smith,
Commissioner Taryn Warrecker, Vice Chair Catuih Campos,
Chair Angie Kasprzak
Human Relations
Commissioners
Absent:
Commissioner Mason Ambrosio, Commissioner Stephanie
Carlotti
City Staff Present: Diversity, Equity, and Inclusion Manager Nestor Veloz-
Passalacqua, Deputy City Clerk Kevin Christian
_____________________________________________________________________
1. CALL TO ORDER
A Regular Meeting of the San Luis Obispo Human Relations Commission was
called to order on August 15, 2024 at 5:07 p.m. in the Council Hearing Room at
City Hall, 990 Palm Street, San Luis Obispo, by Chair Kasprzak.
2. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA
Public Comment:
None
--End of Public Comment--
3. CONSENT
3.a CONSIDERATION OF MINUTES - JULY 10, 2024 HUMAN RELATIONS
COMMISSION MINUTES
Motion By Commissioner Warrecker
Second By Commissioner Smith
To approve the Human Relations Commission Minutes of July 10, 2024.
Page 5 of 477
2
Ayes (5): Commissioner DeTurris, Commissioner Smith, Commissioner
Warrecker, Vice Chair Campos, and Chair Kasprzak
Absent (2): Mason Ambrosio, and Commissioner Carlotti
CARRIED (5 to 0)
4. BUSINESS ITEMS
4.a 2024-25 HUMAN RELATIONS COMMISSION WORKPLAN DISCUSSION
AND DRAFT REVIEW
The Commission provided feedback to staff for desired modifications to
the plan and requested a mid-year review.
Public Comment:
None
--End of Public Comment--
Motion By Commissioner Smith
Second By Vice Chair Campos
The Commission accepted the draft plan with changes discussed.
Ayes (5): Commissioner DeTurris, Commissioner Smith, Commissioner
Warrecker, Vice Chair Campos, and Chair Kasprzak
Absent (2): Mason Ambrosio, and Commissioner Carlotti
CARRIED (5 to 0)
4.b SELECTION OF THE COMMISSIONER LIAISON ROLES FOR THE
2023-24 DEI HIGH IMPACT GRANT
The Commission discussed the various grant recipient options and made
assignments for Commission member liaisons.
Public Comment:
None
--End of Public Comment--
Motion By Commissioner Warrecker
Second By Commissioner Smith
Accept the Commissioner assignments for Grant Recipients as follows:
Page 6 of 477
3
• Kasprzak - Court Appointed Special Advocates (CASA)
• Ambrosio - Diversity Coalition
• DeTurris - GALA Pride & Diversity Center
• Campos - History Center of SLO County
• Smith - RACE Matters
• Campos - SLO County UndocuSupport
• Carlotti - SLO Hillel
• Warrecker - SLO Museum of Art
Ayes (5): Commissioner DeTurris, Commissioner Smith, Commissioner
Warrecker, Vice Chair Campos, and Chair Kasprzak
Absent (2): Mason Ambrosio, and Commissioner Carlotti
CARRIED (5 to 0)
4.c INITIAL DISCUSSION OF THE HUMAN SERVICES GRANT FUNDING
PRIORITIES AND THE COMMUNITY NEEDS GRANT WORKSHOP
The commission discussed the "Human Services Grant Program Grant
Information" draft document and gave direction to staff for modifications.
5. COMMENT AND DISCUSSION
5.a STAFF & COMMISSIONER UPDATES AND AGENDA FORECAST
Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua
provided the following update of upcoming projects:
• One hour parking vouchers are now provided to Commissioners
and meeting attendees.
• DEI High Impact Grant Applications open July 22, 2024 and close
August 30, 2024.
• The DEI Administrative Specialist job posting will be listed within
the next two weeks on the City employment webpage.
• Technical assistance has been offered to potential applicants of the
2024-25 DEI High Impact Grants.
Page 7 of 477
4
• A meeting with the California Department of Civil Rights (CDCR)
Community Conflict Resolution Unit (CCRU) took place July 30. A
follow up email was sent by the State representative, and we are
still coordinating a meeting between ad-hoc subcommittee
members.
• 2024-25 DEI High Impact Review Subcommittee will meet
September 10th and 17th, 5:00 - 8:00 p.m.
• Commissioner Warrecker reported on the current Museum of Art
exhibition.
• Chair Kasprzak reported on the Bennie's Pizza speaker series on
Tuesday evenings through Sept 10th and Mujeres de Accion
networking events in San Luis Obispo.
6. ADJOURNMENT
The meeting was adjourned at 6:32 p.m. The next Regular Meeting of the Human
Relations Commission scheduled for September 4, 2024 is cancelled. The next
Special Meeting of the Human Relations Commission is scheduled for
September 12, 2024 at 5:00 p.m. in Council Hearing Room at City Hall, 990 Palm
Street, San Luis Obispo.
_________________________
APPROVED BY HUMAN RELATIONS COMMISSION: XX/XX/202X
Page 8 of 477
Item 4a
Human Relations Commission
Agenda Report
For Agenda of: 9/12/2024
Item Number: 4a
FROM: Nestor Veloz-Passalacqua, Diversity, Equity, and Inclusion Manager
Phone Number: (805) 781-7073
E-mail: nveloz@slocity.org
SUBJECT: DEI HIGH IMPACT GRANT MID-YEAR REPORTS REVIEW
RECOMMENDATION
Commissioners to provide a brief review and update of the 2023-24 DEI High Impact
Grant Mid-Year Reports for each assigned grantee.
BACKGROUND
The DEI High Impact Grant 2023-24 funding recommendations were approved by City
Council in December 5, 2023. In August 15, 2024, the HRC updated the assigned liaisons
for each grant recipient and in July and August 2024, the grantees sent in their mid-year
reports to the Office of DEI. The Commissioners have reviewed their respective report
and will be reporting back to the staff, primarily any concern or questions for staff to follow
up to ensure the grantees are executing their contract as intended.
Commissioner Name Organization Name Program/Project Name
Chair Kasprzak Court Appointed Special
Advocates (CASA)
Diversity if the Power of
Change – Year 2
Vice Chair Campos
History Center of SLO
County
Translation & Multilingual
Access
SLO County
UndocuSupport
SLO County
UndocuSupport
Commissioner DeTurris GALA Pride & Diversity
Center
SLO Queer Cultural
Revitalization Project
Commissioner Carlotti SLO Hillel Jews of Color Speaker
Series Presentation
Commissioner Ambrosio Diversity Coalition BIPOC Board Leadership
Program
Commissioner Smith RACE Matters Shop Talk
Commissioner Warrecker SLO Museum of Art Expanding Equity
Exhibitions
Page 9 of 477
Item Click or tap here to enter text.
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 use of funding and 2)
any questions or concerns about the program that staff should know and follow up o n.
ATTACHMENTS
A - 2023-24 DEI High Impact Grant Contracts
B - 2023-24 DEI High Impact Grant Mid-Year Reports
Page 10 of 477
DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Court Appointed Special Advocates (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to update bilingual and bicultural
recruitment plan for Latinx volunteers and DEI training for Board of Directors (hereinafter the
“Services”) as submitted in its application to the CITY on September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application.
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
DocuSign Envelope ID: 84262DA7-6FC1-48D3-9240-5A359C48DF4B
1/23/2024 | 3:35 PM PST
Page 11 of 477
6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $8,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Court Appointed Special Advocates
75 Higuera Street, Suite 180
San Luis Obispo, CA 93401
Attn: Katrina Cathcart
kcathcart@slocasa.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Katrina Cathcart, Grants Manager
DocuSign Envelope ID: 84262DA7-6FC1-48D3-9240-5A359C48DF4B
Page 12 of 477
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TO FORM:
By: ________________________________________
Christine Dietrick, City Attorney
DocuSign Envelope ID: 84262DA7-6FC1-48D3-9240-5A359C48DF4B
Page 13 of 477
DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
Court Appointed Special Advocates (CASA) of San Luis Obispo County Inc.
2) 501(c)(3) - employer identification number (if applicable)*
77-0316227
3) Fiscal Agent *
Court Appointed Special Advocates (CASA) of San Luis Obispo County Inc.
4) Project/Program Name *
Diversity is the Power of Change - Year 2
5) Requested Amount *
$8,000.00
6) Name of Person Completing Application *
Sarah DeYoung
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
75 Higuera Street, Suite 180
Address Line 2
City
San Luis Obispo
State/Province/Region
CA
Postal/Zip Code
93401
Country
United States
9) Phone *
805-541-6542
10) E-mail
sdeyoung@slocasa.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
SLO CASA is celebrating 30 years of advocating for and supporting abused and neglected children in the foster care system in San Luis Obispo
County. We recruit, screen, train, and supervise volunteers who advocate for this vulnerable population with the goal of ensuring that every child
grows up in a safe, nurturing, and permanent home. We are committed to providing a trained and competent CASA volunteer for every abused and
neglected child in the foster care system in San Luis Obispo County who wants or needs one.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Exhibit ADocuSign Envelope ID: 84262DA7-6FC1-48D3-9240-5A359C48DF4B
Page 14 of 477
SLO CASA’s program is focused on recruiting, screening, training, and supervising CASA volunteers who provide one-on-one support and advocacy for
children who have been removed from their homes and whose parents are working with the court and Child Welfare Services (CWS) to reunify with
their children. In the event that reunification is not successful, these children are often adopted by relative caregivers such as grandparents or aunts
and uncles.
As of July 19, 2023, CASA staff supported 113 sworn volunteers who are assigned to 132 children in the foster care system in San Luis Obispo County.
This figure represents 73% of the children who need and want a CASA volunteer.
SLO CASA volunteers are recruited from the local community and are required to attend an information session, submit a detailed application, and
participate in a two-hour interview. Applicants are also required to provide three references and to be fingerprinted and screened via an extensive
background check. Only those applicants who successfully pass the interview and other screening requirements are admitted into one of our training
classes. When trainees have successfully completed the 40 hours of required training, they are sworn in as officers of the San Luis Obispo County
dependency court system and assigned to a child or sibling group. Last fiscal year we recruited, screened, and trained 38 new CASA volunteers.
CASA volunteers are trained to gather information and focus their advocacy (primarily in reports to the court) in order to cover the needs of the
whole child including placement, physical and mental health, education, permanency, and wellbeing. Each volunteer receives support and
supervision from one of our six Advocate Supervisors.
Perhaps the most important component of the CASA program is the weekly CASA/child visit. The goal of these visits is to have fun, build trust, and
gather information that will help CASA volunteers identify and advocate for outcomes that are in the youth’s best interests. Weekly outings take a
variety of formats based on the interests, age, and needs of each individual child.
When a child or youth reunifies with their parents or is adopted, the CASA volunteer’s official role ends. However, the volunteer often becomes a
“permanent connection” for the child and transitions into a role that might include periodic visits or ongoing support. After a case closes, many
volunteers agree to take another case and help another child.
3) Name of Executive Director *
Marina Bernheimer
4) Number of paid staff (full or part-time)*
15
5) Number of volunteers *
Over 200
6) Name of Board President or Chair *
Dr. Gilbert Stork
7) Describe the community(ies) your organization supports *
CASA of San Luis Obispo serves children and youth in the foster care system in San Luis Obispo County. In FY 2022-2023, SLO CASA supported 206
volunteers assigned to 223 foster children.
Of these 223 children: • 123 were female and 100 were male. • 63 were ages 0-5, 57 were ages 6-11, 69 were ages 12-17, and 34 were ages 18-21. • 3
were American Indian/Alaskan, 4 were Asian, 11 were Black/African American, 39 were Hispanic/Latino (all races), 9 were two or more races, 136 were
White/Caucasian, and 21 were Unknown/Decline to State.
Approximately 50 of those children, or 22%, were placed in the city of San Luis Obispo during the fiscal year. As of the end of the fiscal year,
approximately 30, or 15%, of our CASA volunteers resided within the city boundaries.
While the overwhelming majority of children and youth served by our CASA volunteers are placed within the county, we also have children and youth
who are placed with relatives or in Short Term Residential Treatment Placements in Santa Barbara, Sacramento, Ventura, Los Angeles, and San Diego
counties.
8) Approximate Annual Budget *
$1,458,587.00
9) Major Sources of Funding *
State Government Grants, Local Government Grants, Private Foundations, Corporate Foundations, Individuals and Businesses, Corporate Sponsors
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
As noted in the mid-year report for our current grant, we have made progress on our DEI project goals but would like to expand the program in 2024.
In particular, we have identified new strategies and approaches to help us connect in a more meaningful way with the Latinx community and expect
to be aided in achieving those goals by the support of our newest Advocate Supervisor, who is both male and Hispanic/bi-lingual. We are also
interested in building on the Board training provided by local consultant Dr. Joy Pedersen to add staff modules and to provide more in-depth training
for the Board of Directors.
DocuSign Envelope ID: 84262DA7-6FC1-48D3-9240-5A359C48DF4B
Page 15 of 477
2) Total project cost *
$50,000.00
3) Requested Amount *
$8,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
CASA of San Luis Obispo (SLO CASA) adopted goals in its 2020-2023 Strategic Plan to improve the diversity, equity, and inclusion of its volunteer base
to more accurately reflect the gender and ethnicity of the foster children we serve. The Program Team specifically identified the need to recruit more
men and persons of Latino descent. Boys in the foster care system often lack positive male role models and respond very positively to being assigned
to a male CASA volunteer. Similarly, bilingual Latino CASA volunteers are crucial in helping Latino children stay connected with their cultural
traditions, as well as with their biological families. Currently, both groups are under-represented among SLO CASA’s volunteers.
In 2023, SLO CASA adopted a DEI project that was focused on assessing the effectiveness of CASA’s current recruitment marketing and expanding this
work to support additional strategies; convening two focus groups of current volunteers and staff members to identify additional recruitment
strategies focused on recruiting more male volunteers and more volunteers who identify as Latino; hosting two special recruitment events targeting
potential male and Latino volunteers; and preparing and offering DEI training for our Board of Directors led by a local consultant.
With funding provided by the city of San Luis Obispo and the National CASA/Gal Association, we made significant progress on our project goals. We
convened two focus groups and received helpful feedback and assistance identifying strategies and recruitment tools. We also updated our over-the-
street banners and brochures to feature men and Latino volunteers and children, in both Spanish and English. 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.
Short term results indicate that outreach to men has been especially effective. The overall percentage of men in our current volunteer pool has
increased from 17% to nearly 20% over the past year, and approximately 25% of the trainees in our July/August 2023 training class are male.
However, we recognize that we need to do more to make progress on recruiting more Latinx and bilingual volunteers. Although we have not yet
increased the overall percentage of Latino volunteers in our current volunteer pool from 6%, 19% of the trainees for our July/August 2023 training
class identify as Latino (and one is both male and Latino!).
In 2024, we plan to implement the recommendations from our two focus groups, especially with regard to changing our outreach to the Latinx
community. Focus group participants told us that rather than host large recruitment events to persuade potential Latino volunteers to come to us,
we need to look at venues and ways to do outreach in the Latinx community, including at Catholic churches and the Nipomo swap meet.
One of the two Advocate Supervisors hired in the 2Q23 is both male and Hispanic/bi-lingual, and he will be responsible for heading up this project in
2024 with the assistance of our Program Director and other Program staff. The project’s goals include 1) Developing an updated recruitment and
outreach plan for 2024, 2) Developing a plan for providing additional ongoing support to our male and Latinx/bilingual volunteers and 3)
Implementing these plans.
With regard to the Board of Directors, SLO CASA is committed to increasing the cultural competence of our Board of Directors and staff. A grant of
$8,000 from the City of San Luis Obispo will help us expand on our partnership with Dr. Joy Pedersen of Cal Poly and the Clarity Collective to provide
additional DEI training to our staff and Board of Directors.
5) Describe the community/population the project/program will support *
SLO CASA believes that its investments in improving the diversity, equity, and inclusion of its volunteer base to more accurately reflect the gender and
ethnicity of the foster children we serve will not only directly benefit boys and children of Latino descent but will also raise awareness and benefit the
entire San Luis Obispo County. Although prior to adopting our DEI project we had been successful in increasing the percentage of new volunteers
and volunteers who identified as Latino in recent years, the overall percentage of Latino volunteers assigned to children and youth last fiscal year
was only 7.23% and is still not reflective of the population of Latino children we currently serve (17%). Similarly, although the overall percentage of
men in our assigned volunteer pool has improved from 17% to 19.28%, it is still well below the percentage of boys we currently serve (45%). We are
committed to continuing to identify strategies and recruitment tools that will help us make additional progress toward our goals.
6) Describe the equity gaps and community needs this project/program will address *
We continue to believe – based on the experiences of children and youth served by these volunteers – that support from a positive male and/or
Latino role model significantly increases the sense of belonging and inclusion experienced by these often-marginalized youth.
Such diversity is important because many of the boys in the foster care system lack male role models and respond very positively to being assigned
to a male CASA volunteer and to do “guy stuff” with them.
Similarly, foster children of Latino heritage often face language barriers, and bilingual Latino CASA volunteers can be especially effective in helping
these children learn English, as well as supporting them in interacting with their biological families. Even where language is not an issue, Latino
volunteers can help Latino foster children stay connected to their cultural traditions.
7) Provide timeline for project *
DocuSign Envelope ID: 84262DA7-6FC1-48D3-9240-5A359C48DF4B
Page 16 of 477
1Q24 or once funding is secured:
1) Contract with Dr. Pedersen for additional DEI training to be delivered to SLO CASA's Board of Directors and staff.
2) Develop outreach and recruitment plan. 3) Develop plan to provide ongoing support to male and Hispanic/bi-lingual volunteers.
2Q - 4Q24: Deliver additional training and implement plans for outreach and additional support.
8) List any partnerships/collaborations that are supporting this project/program and their roles *
In 2023, we worked with the Promotores Collaborative of San Luis Obispo to identify new strategies for connecting with and doing more effective
recruitment in the Latinx community. The Promotores also assisted us in translating our new recruitment brochures into Spanish. Our Latinx focus
group has helped identify a number of community organizations and churches where we plan to do outreach in the coming months.
We also plan to continue our partnership with Dr. Joy Pedersen of Cal Poly and the Clarity Collective to provide additional DEI training to our staff and
Board of Directors.
We will continue to leverage funding from the City with funding we are seeking from the California Office of Emergency Services and the Community
Foundation of San Luis Obispo to make meaningful progress on our DEI goals.
9) Describe your plan for sustainability beyond the City’s one-year award funding *
In 2023, we gained great insight and knowledge about how to make significant progress on SLO CASA’s DEI work well beyond the funding period,
especially through the learnings from the two proposed focus groups. We believe that this information will be instrumental in helping us modify and
enhance our recruitment strategies and continue to improve the diversity of our volunteer base in the future.
As mentioned previously, our newest Advocate Supervisor hire is both male and Hispanic/bi-lingual. Once he is fully trained in his Advocate
Supervisor duties, we plan to designate him as the permanent lead for this project. This role would include developing and implementing plans for
2024 that would
include targeted recruitment as well as provide additional support and training to our existing male and Latino volunteers. This plan could include
regular gatherings of these subsets of volunteers (e.g., relaunching our monthly men’s group at a local brewery or coffee shop), new marketing and
advertising
materials or strategies (in both Spanish and English) and participating in outreach activities in the local community.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
In 2023, we updated and placed new over-the-street banners (one placed above Marsh or Higuera Streets for two weeks at a time) that depict male
and Hispanic volunteers and children, and which were printed in English on one side and Spanish on the other. We plan to continue to display these
banners in 2024. We also updated our recruitment brochure and received help from the Promotores Collaborative to translate it into Spanish. Print
and online flyers, social media posts, and other materials will be included in our 2024 outreach and targeted recruitment plans.
11) Est. Number of people served through this project/program *
200
12) Est. Number of SLO City Residents served through this project/program *
50
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural event
attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
1 Improve percentage of male volunteers to 23% by December 31st 2024
2 Improve percentage of Latino/bilingual volunteers to 9% by December 31st 2024
3 Deliver additional DEI training provided by Dr. Joy Pedersen to the Board of Directors by December 31st 2024
4 Deliver DEI training provided by Dr. Joy Pedersen to SLO CASA staff by December 31st 2024
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
SLO CASA DEI Policy 10-27-21.pdf 131.96KB
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Detailed budget *
Including how the total requested amount of grant would be spent.
SLO CASA Proposed Budget City of SLO 2024 DEI Grant Application.pdf 45.46KB
Organizational chart.*
Organizational Chart July 2023.pdf 215.65KB
Federal Tax-Exempt Status *
Copy of 501(c)(3) Status IRS Determination Letter.pdf 220.7KB
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*Management Team member
Development Director*
Sarah DeYoung
Program Director*
Nicole Perotti
Fundraiser Event
Coordinator
Rhonda Sims
Program
Associate
Sonja Orton
Operations Director*
Daniella Barion
Advocate
Supervisor
Cindy Nguyen
Advocate
Supervisor
Rayne Rice
Advocate
Supervisor
Julia Thompson
CASA of San Luis Obispo County
Organizational Chart, July 2023
Board of Directors
Senior Advocate
Supervisor
Pat Miljanich
Advocate
Supervisor
Fonda Winslow
Training
Manager
Laura Ochoa
Executive Director*
Marina Bernheimer
Administrative/
Development Assistant
Michele Chavez-Michel
Advocate
Supervisor
Esteban M. Galvan
Educational
Advocate
Sarah Perry
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C A S A O F S A N L U I S O B I S P O C O U N T Y
Addendums to Policies and Procedures
Chapter 11
Chapter 11
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Board approved, October 27, 2021
Diversity, Equity & Inclusion (DEI)
In order to create stability for our children and youth in an anti-racist and inclusive
environment, we pledge to examine and work to eliminate learned racism, bias, and
discrimination. We pledge to:
• Educate and train our board members, staff, and CASA volunteers and have the
conversations about systemic racism, unconscious bias, dominant culture, white
supremacy, color blindness, and any form of oppression that is affecting the
children and families we serve.
• Increase the diversity of our CASA staff members, board members, and
volunteers so that CASA of San Luis Obispo County better reflects the racial and
other identities of the children we serve.
• Advocate for fairness and equity in every individual case to which we are
assigned by the court.
• Advocate for and support relevant anti-racist policies in the California state
legislature, California judiciary, with local government officials, and in state and
local county child welfare and social services departments, as much as possible
within our sphere of influence.
• Lead by example through our own policies, recruiting, decisions, and
communications by being culturally responsive and inclusive of all identities. We
are committed to regular assessment of our pledge and our progress on this
journey.
Procedure
11
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2023 City of SLO DEI High-Impact Grants Application
Proposed Budget
Budget 2024 Expenses Grant
Request
Personnel $1,500
Operating Expense $1,500
DEI Training – J. Pedersen $5,000
Grant Amount Requested: $8,000
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Copy of 501(c)(3) Status IRS Determination Letter
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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:
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
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2
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3
Grant Metrics & Performance Outcomes Template
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in a separate
page.
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4
Name Title Phone
Signature Date E-mail
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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DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Diversity Coalition (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Board Leadership Training
Program (hereinafter the “Services”) as submitted in its application to the CITY on September 3,
2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application.
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $40,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Diversity Coalition
P.O. Box 376
Arroyo Grande, CA 93421
Attn: Greg Ellis
gregjohnellis@gmail.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Greg Ellis, Grant Administrator`
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TO FORM:
By: ________________________________________
Christine Dietrick, City Attorney
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DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
Five Cities Diversity Coalition dba Diversity Coalition San Luis Obispo County
2) 501(c)(3) - employer identification number (if applicable)*
82-2075135
3) Fiscal Agent *
Five Cities Diversity Coalition dba Diversity Coalition San Luis Obispo County
4) Project/Program Name *
BIPOC Board Leadership Program
5) Requested Amount *
$40,000.00
6) Name of Person Completing Application *
Greg Ellis
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
PO Box 376
Address Line 2
City
Arroyo Grande
State/Province/Region
CA
Postal/Zip Code
93421
Country
USA
9) Phone *
805-806-5626
10) E-mail
gregjohnellis@gmail.com
Part 2 Organizational Information
1) Purpose/Mission Statement *
Diversity Coalition San Luis Obispo County’s (DCSLOC) mission is to build and sustain a coalition that seeks a more diverse, equitable, and inclusive
community through advocacy and education.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Purpose/Vision:
Over the last 12 years we have focused on coalition building and education through the sharing of personal stories to promote empathy and foster
understanding. Our vision is of a SLO County where everyone feels safe and valued by the diverse perspectives that they bring to each space.
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Primary Activities:
School Speakers: We bring renowned diversity speakers to schools, educating a predominantly white audience on diversity issues while also
affirming our BIPOC audience’s lived experiences.
Fostering Understanding Community Forums: We focus on bringing different community members to foster understanding through community
presentations and panel discussions around issues of diversity, equity and inclusion.
Climate Justice Alliance: Recognizing a need to connect climate change to social justice, we co-organized the formation of the San Luis Obispo County
Climate Justice Alliance, bringing together a variety of organizations from government, academics and the nonprofit sector to develop just and
effective solutions to climate change. Additionally, and in coalition, we have secured grant funding to work on more relatable messaging around
electrification for BIPOC and low and middle income communities in California.
BIPOC Board Leadership Training: Our new BIPOC Board Leadership Training program will provide comprehensive board governance training to local
BIPOC professionals and provide assistance for matchmaking with nonprofit and agency boards. Our goal is to tackle the current lack of fair
representation in SLO County. We have also leveraged support from Spokes, the local nonprofit resource center, to provide DEI training for white
board members.
Operating Structures:
Our current operating structure consists of an Executive Director and Program Director working with the Board of Directors to determine
organizational strategy and plan and implement programming. The board members take on specific roles to support program implementation and
expansion (see attached Organizational Structure document). The Program Director, our second paid staff member, was hired to lead development
and implementation of our new BIPOC Board Leadership Training Program. With guidance from the Executive Director, volunteers support our
educational events and outreach.
3) Name of Executive Director *
Rita Casaverde
4) Number of paid staff (full or part-time)*
2
5) Number of volunteers *
200
6) Name of Board President or Chair *
Cornel N. Morton
7) Describe the community(ies) your organization supports *
Through our programming we support a wide range of community members who face systemic barriers. Our advocacy in the county helps to shift
power structures, directing funding to disadvantaged communities, while our educational programming helps create allies who support and work
towards more equitable laws and distribution of resources. We provide BIPOC, refugees, LGBTQ+ individuals, and other often marginalized
community members with platforms to share their stories in their own words through our speaker series. Through our BIPOC Board Leadership
Training Program, we seek to support BIPOC individuals in accessing board leadership positions by providing comprehensive training and
networking opportunities. We will partner with Spokes, a local nonprofit resources agency, to leverage their community connections and increase
DEI training for local non-profit boards. This partnership will increase the success of our matching process by ensuring that trainees have a better
experience and longer terms of service when joining majority white boards.
8) Approximate Annual Budget *
$285,000.00
9) Major Sources of Funding *
Energy Solutions - $40,000
City of San Luis Obispo - $17,500
City of Morro Bay - $6,000
City of Arroyo Grande - $5,000
PG&E - $5,000
Institute for Climate Leadership & Research - $5,000
Individual Donations - $50,000
Part 3 Project/Program Information
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1) Please provide an executive summary of proposed project/program (200 words max)*
We request $40,000 to support our BIPOC Board Leadership Training Program--this developing program requires strong community investment to
establish and grow, therefore our request is for the maximum funding amount.
First, our BIPOC Board Leadership Training increases the pool of trained, willing and supported BIPOC ready to serve on boards, overcoming a
perceived shortage. We plan to have 2 (two) trainings every calendar year. Each training will last two days and will have a cohort of 12-15 diverse
BIPOC participants.
Second, after each training, we will provide board placement assistance services for BIPOC individuals with nonprofit boards through direct
communication as well as in-person mixer events held twice annually, overcoming systemic barriers in traditional board recruitment methods. We
aim to match 10-20 local boards with a BIPOC training graduate within a year of training completion (5-10 per cohort).
Third, we work with our partner Spokes to provide DEI training to local agencies interested in diversifying their boards, improving their ability to
recruit, retain and support BIPOC board members, reaching 50 board directors at 20 nonprofits.
2) Total project cost *
$130,000.00
3) Requested Amount *
$40,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
This grant will support our BIPOC Board Leadership Training Program, partially funding a paid Program Director position in our organization to lead
program development and implementation in a focused and intentional way and to cover a portion of the operation expenses, and support Spokes’
DEI training for white-dominant boards--we request $40,000 over 12 months. Our program addresses a critical issue of board leadership diversity
raised through the Unity Committee Report done through the Sheriff ’s office, one of the only documents in SLO County recognizing systemic racism.
This is a new program which addresses the lack of diversity in nonprofit and agency governance by: 1. increasing the number of BIPOC trained and
ready to serve on boards through a comprehensive BIPOC board leadership training program; 2. facilitating placement of BIPOC on boards through
direct coordination and mixer events; 3. increasing demand for and recruitment and retention of BIPOC on boards by training existing nonprofit
boards in boardroom DEI best practices.
Strategy: BIPOC Board Leadership Training
There has been no substantial effort in our county to increase BIPOC capacity to serve on boards, and therefore barriers of culturally-relevant and
supportive technical training, confidence-building and mentorship required for BIPOC to break into leadership positions have been a limiting factor,
contributing to predominantly white boardrooms in both the nonprofit and government agency sectors.
Our program will train BIPOC specifically, with attention to the intersectionality of disability, immigration status, gender and age, etc. to increase
the pool of eligible, willing and supported BIPOC board members available to SLO agency boards. We will recruit widely throughout San Luis Obispo
County to attract BIPOC to the program, in addition to recruiting among our diverse array of affiliate organizations.
We will hold two trainings per year with each training cohort consisting of 12-15 BIPOC participants. Each two-day training will cover topics
including Board Governance, Finance, Fundraising/Networking, and Strategic Leadership Management. Each cohort will have the opportunity to
connect with each other, creating mini diverse networks. Additionally, our training instructors will also be BIPOC, experts in their fields, who will open
their own networks to our trainees.
Strategy: BIPOC Board Member Placement
Despite recognizing the need to diversify their boards, many organizations struggle to successfully recruit diverse individuals. One of the main
limitations is that well-established, predominantly white, existing board-member networks are hard to break through, as board recruiting often
occurs between professionals in the same field who already know one another.
This also causes tokenizations of the few BIPOC within their networks, where a few BIPOC individuals serve many roles, and BIPOC individuals in
service may represent a limited background and experience. Overall, there are few opportunities for boards to connect with BIPOC from diverse
backgrounds and experiences.
We will provide board matching assistance services to BIPOC individuals, connecting them with organization boards through direct
communication as well as in-person mixer events held twice annually after each BIPOC Board Leadership Training. We will recruit 10-15
organizations per board-matching mixer, collaborating with our partners to conduct outreach.
Strategy: Boardroom DEI Training
We will address training for dominantly white boards. Spokes will include boardroom DEI training in their annual Board Academy and Board
Officer training programs, ensuring that boards are doing everything they can to recruit and retain BIPOC board members.
Spokes offers two trainings per year and aims to train up to 50 board directors, executive directors and officers representing up to 20 local
organizations.
Over the 12 months of the grant, we expect to graduate 24-30 trainees prepared and willing to serve on local nonprofit and governmental boards,
matching them to 10-20 organization boards and dramatically shifting representation of BIPOC on decision making bodies. Spokes will train 50
white nonprofit leaders (representing 20 organizations) in boardroom DEI best practices.
Organizations will pay a one-time $150 fee to apply for direct-placement assistance services, while trainees will pay a $500 fee to participate in the
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program—this encourages personal investment in attending and completing the program and offsets some of the costs of the training (about $3000
per person). BIPOC individuals with financial need can apply for scholarships to ensure that this fee is not a barrier. Companies can also sponsor
their BIPOC employees to attend. Spokes’ workshops have a nominal fee for participants of $10 - $30 per person.
We will collect exit surveys from trainees and boards and will use participant feedback to evaluate and improve our program.
This program is a powerful lever that creates a profound ripple effect through the community while maximizing our use of our limited resources.
More BIPOC individuals placed on local boards will transform and expand the capacity of local organizations and agencies to provide effective,
equitable, and culturally competent services to our community members with the highest need. With the support of this grant, we will tackle
systemic inequities directly and empower other organizations and agencies in the community, many of whom are at the forefront of providing direct
services to marginalized populations, to do the same.
5) Describe the community/population the project/program will support *
Through our Board Diversity Program, we seek to support BIPOC individuals (with attention to the intersectionality of disability, immigration status,
gender and age) in accessing board leadership positions by providing comprehensive training and networking opportunities, and also training local
governing boards how to better recruit, retain, and support BIPOC board members. Increasing diversity on local governing boards will improve the
delivery of educational, social and health services to BIPOC communities throughout our county.
6) Describe the equity gaps and community needs this project/program will address *
The Lack of Board Diversity
Our program seeks to address the long-standing racial disparity in local board leadership--local boards are predominantly white. In 2021 the local
Unity Committee, created by the SLO Sheriff ’s Office with our support and input, presented a report which showed that of the 22 prominent county,
city, educational and nonprofit boards examined, all displayed historical and current overrepresentation of white people in board leadership by at
least 10%, and more than half of boards consisted entirely of white board members. The background and lived experiences of people in these
influential positions affect the policies and practices of their institutions, perpetuating opportunities for whites and intentional or unintentional bias
against people of color that directly result in poorer health, education, and economic outcomes. This local data points to an urgent need to address
the inequities in our community by elevating BIPOC to leadership positions—a need we are addressing directly through our new BIPOC Board
Leadership Training Program.
Barriers to BIPOC Board Recruitment
White-dominated boards have implicit biases that make recruitment and retention of BIPOC board members challenging. First, white boards act
within ‘bubbles’ of limited professional and social networks to recruit new board members, missing opportunities to bridge contact to more diverse
communities. At times, BIPOC individuals are tokenized--only BIPOC with similar experiences and backgrounds are recruited to white boards,
missing the chance to tap into more diversely experienced board members. Other barriers, such as give/get requirements for board members, may
limit the socio-economic and racial diversity of a board--board practices need to be examined for these biases. Second, when BIPOC board
members are recruited to boards, it is important that they are included, recognized, and treated respectfully--often BIPOC board members come
from vastly different backgrounds and experiences that can be hard for white boards to understand. These differences stand to enrich and
strengthen boardroom decision-making and better serve agency clientele.
The Local Demand for Board Diversity
There is a demonstrated interest by local nonprofit and agency boards to increase their diversity: 10 nonprofit organizations have reached out to
DCSLOC unprompted during the last year asking for help diversifying their boards—and there are more than 250 organizations in the county with
leadership boards. The City of San Luis Obispo has also expressed interest in increasing the diversity of its committee and advisory boards. This
indicates the local demand for a resource to train and connect governing boards with qualified BIPOC professionals who are prepared and willing to
serve.
7) Provide timeline for project *
January-February 2024 - Marketing and initial outreach activities
April -May 2024 - Training (Cohort #1 of BIPOC Board Leadership Training and Spokes Board Academy to train white board members)
May-June 2024 - Post-training Mixer
June-July 2024 - Follow-up surveys to participants and organizations, Program adjustments
August-September 2024 - Marketing
October-November 2024 - Training (Cohort #2 of BIPOC Board Leadership Training and Spokes Board Officer Training for white board members)
November-December 2024 - Post-training Mixer
December 2024 - Follow-up surveys to participants and organizations, Program adjustments
8) List any partnerships/collaborations that are supporting this project/program and their roles *
Spokes, a local resource and training hub for nonprofits is the primary partner for this project and will coordinate closely with DCSLOC to leverage
their nonprofit connections, helping recruit organizations to the board mixers. They will also lead the training of prevailing white boards and white
board members in boardroom DEI best practices.
We will recruit BIPOC trainees from our affiliate organizations. These organizations will be invited to our mixers. We will also partner with the wider
nonprofit community to involve them in mixers and board recruitment.
Affiliate organizations (not a comprehensive list):
R.A.C.E. Matters
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Central Coast Coalition for Undocumented Student Success (CCCUSS)
Bloc Power
Planned Parenthood California Central Coast
Peace Academy of the Sciences and Arts
Cal Poly Office of Diversity and Inclusion
Leadership SLO
Asian American & Pacific Islanders of SLO
SLO Climate Coalition
GALA Pride & Diversity Center
SLO County UndocuSupport
Boys & Girls Clubs of Mid Central Coast
Congregation Beth David
JCC Federation of San Luis Obispo
San Luis Obispo Symphony
The Tribune
The Community Foundation of SLO County
PG&E
Tech Clean California
RRM Design Group
City of SLO
County of San Luis Obispo
9) Describe your plan for sustainability beyond the City’s one-year award funding *
An initial investment from the City of SLO will have a high impact in helping our program succeed with our initial training cohorts, building a name
and increasing our profile to sponsors, donors, paying trainees and grantors who will continue to support the program financially into the future.
This grant’s benefits will persist through its legacy impacts of training new BIPOC board members, training existing boards in DEI best practices and
providing placement assistance with local nonprofits and agencies, leveraging Spokes connections with local nonprofits, improving local capacity of
boards to deliver effective, culturally competent services.
Spokes will integrate DEI boardroom best practices training into their annual Board Academy and Board Officer Training curriculum, ensuring that
the impacts of this grant are carried on into future years.
This program is currently being developed, with the first cohort planned for the fall of 2023. Once developed, the program will persist as a regular
part of the Diversity Coalition of San Luis Obispo County ’s programming. We will continue the program as long as we can secure funding, and
resources have been dedicated to this effort in the form of budgeting the program as a part of the organization’s annual budget and dedicating
resources to grant writing and fundraising. A highly qualified Program Director, with past experience leading similar board leadership trainings has
been hired to develop and implement the program and will continue its operation into the future, training more BIPOC board members and placing
them with local nonprofits with a goal of graduating 100 trainees within 3 years.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
We will recruit widely throughout the City of San Luis Obispo to attract BIPOC to the program. In addition to recruiting directly among our diverse
array of affiliate organizations, we will conduct direct outreach to local nonprofits and city government diversity offices, inviting them to be involved
in the mixers. We will publicize our program through our email list and social media, and a number of our affiliate organizations will cross-promote
our program on their networks. We will conduct in-person outreach at our SLO-based Fostering Understanding events. Spokes, a resource hub for
local nonprofits, will also conduct outreach on our behalf. Spokes will work closely with the San Luis Obispo Chambers of Commerce to advertise
through E-Blasts, flyers, and a Good Morning SLO “soap box.” In addition to these methods Spokes will also advertise through: Social media; Direct
mail to nonprofits; Spokes email newsletter, outreach to membership; Radio and television PSA’s, such as KCBX, KVEC, KSBY.
We will also reach out to Cal Poly’s Office of University Diversity & Inclusion as well as the Student Diversity & Belonging Department. We will also
promote our program through press releases to local media.
11) Est. Number of people served through this project/program *
Directly: 24-30 BIPOC Board Leadership Trainees, 50 white Board Directors; Indirectly: 1000's of clients of nonprofits where BIPOC board members
will serve;
12) Est. Number of SLO City Residents served through this project/program *
5000
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
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referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
2 # of BIPOC board leadership trainings completed
2 # of post-training mixers held
20 # of orgs and agencies involved in the mixers
30 # of graduates trained
15 # of graduates placed on a nonprofit or governing board within 1 year of training completion
20 # of nonprofit boards trained in DEI best practices
50 # of nonprofit board members trained in DEI best practices
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
DCSLOC DEI Statement - FY23 SLO City High Impact DEI Grant.pdf 53.53KB
Detailed budget *
Including how the total requested amount of grant would be spent.
DCSLOC Grant Budget - SLO City DEI Grant.pdf 55.81KB
Organizational chart.*
DCSLOC Org. Chart (5).pdf 89.35KB
Federal Tax-Exempt Status *
Diversity Coalition Letter of Determination (4).pdf 249.94KB
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The Diversity Coalition of San Luis Obispo County |Board of Directors
Rita Casaverde -Executive Director
Atascadero
Rita Casaverde was born and raised in Lima,Peru and moved to California in 2012.In
Peru,Rita received the Green Youth award by the United Nations.This award recognized her
conservation work with communities in the Andes of Peru where she helped protect an endemic
forest and multiple watersheds.
After moving to California,Rita had the opportunity to build a career in the Tech industry
as a Product Manager,but after eight years working for local tech companies,she decided to
join the office of Congressman Salud Carbajal to streamline her passions.In 2020,Rita and
other community leaders helped found SLO County UndocuSupport with the goal of financially
supporting immigrant families during the COVID-19 pandemic.
Rita joined the Diversity Coalition as Executive Director in 2022.
Vickie Prothro -Program Director
Los Osos
Victoire “Vickie”Prothro is our Program Director for the BIPOC Board Leadership
Training Program.Vickie brings her nearly 30 years of experience in community engagement
and project management to Diversity Coalition.
Vickie moved from the Los Angeles area to San Luis Obispo County in 2022.Contracted
by the SLO Climate Coalition as its first Interim Executive Director and subsequently as their
Equity Advisor.She previously held the position of director of communications and operations
for the African American Board Leadership Institute (AABLI).She produced the organization’s
first AABLI Board Talks video series.Before joining AABLI,she worked as an independent
contractor,performing communications,outreach,and program functions for several local
nonprofit institutions.Vickie is a cum laude graduate of Pepperdine University’s Graziadio
School of Business and Management,where she received a Bachelor of Science degree in
business management.
Cornel N.Morton -President
San Luis Obispo
Cornel N.Morton,Ph.D.is Cal Poly,San Luis Obispo Vice President for Student Affairs,
Emeritus.He has served as a consultant to public and private organizations in areas including
diversity awareness,student success,inclusivity,strategic planning,team building and conflict
mediation.
His community service includes membership on the French Hospital Community Board,
Board Member of the Martin Luther King Jr.Scholarship Committee and Life Long Learners of
the Central Coast Advisory Board.Cornel lives in San Luis Obispo County.
Trey Duffy -Board Treasurer
San Luis Obispo
Trey Duffy is a disability rights educator and former program administrator with 35 years
experience in higher education and social services.He previously served as the Director of the
Disability Resource Centers at the University of Wisconsin-Madison and Cal Poly-SLO.Mr.
Duffy has worked as a special education instructor,certified sign language interpreter,expert
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The Diversity Coalition of San Luis Obispo County |Board of Directors
witness representing colleges and universities,President of an independent living center and is
a former President of the Association on Higher Education and Disability.He retired from the
University of Wisconsin –Madison in 2006 and from Cal Poly-SLO in 2015.
Jean DeCosta -Secretary -Co-chair of Governance
Atascadero
Jean DeCosta,Ph.D.,retired from Cal Poly,Dean of Students,Emeritus.Jean’s
background is as an educator,administrator,organizational consultant and trainer.Jean has
provided consulting to public and private organizations in the areas of conflict resolution,
communication,strategic problem solving,and team development.Jean has worked in private
practice as a clinical therapist and trained as a conflict mediator.Jean holds a doctorate in
Organizational Systems,an M.S.in Education,and was a licensed clinical Marriage,Family
Therapist.Jean lives in SLO county.
Michael Boyer -Founding Director,Past-President &Membership Chair -Co-chair of
Governance
Arroyo Grande
Michael has been a business and community leader in San Luis Obispo County for over
20 years with continued business involvement in Epic Entertainment,Doc Burnstein's,and
Pismo Beach Homes.
Michael is the CEO of the Boys &Girls Clubs of Mid Central Coast,which serves
thousands of children who need us most from Orcutt to San Miguel.Serving kids every day in
Atascadero,Guadalupe,Paso Robles,Santa Maria,and Shandon to three priority outcomes:
Academic Success,Good Character &Citizenship,and Healthy Lifestyles.
Michael is committed to the community through his board involvement as the Chair of
Stand Strong,a Director at Arroyo Grande Community Hospital Foundation,a past Director at
Big Brothers Big Sisters,a Director at The Rotary Club of Pismo Beach,a past Director at San
Luis Obispo YMCA,a Director at Diversity Coalition &a past Director at St.Patrick School
Board.Michael lives in Arroyo Grande,CA.
Sarah Conn -Director -Co-Chair of Educational Programs
Pismo Beach
Sarah Conn,DVM,is a practicing veterinarian,mother of 2 rambunctious boys,and local
business owner along with her husband,Joel Conn,at Pismo Beach Veterinary Clinic.She
holds a B.S.in Conservation Biology and achieved her doctorate from the UC Davis School of
Veterinary Medicine.
Sarah hopes to strengthen our community by building respect and tolerance for each
other and for our Earth.She promotes these values in her business,with her employees,and
with her friends and family.She has participated in service projects and educational events with
her husband and the Rotary Club of Pismo Beach/Five Cities since they moved to the Central
Coast in 2009.She has sat on the Board of Directors for the SLO County YMCA since 2019,
and has been the Events and Programs Chair for the Diversity Coalition since 2017.
In her spare time,Sarah enjoys playing Ultimate Frisbee,traveling,listening to the ocean
from her deck,and playing board games with friends and family.
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The Diversity Coalition of San Luis Obispo County |Board of Directors
Kathleen Minck -Director -Co-Chair of Educational Programs
Arroyo Grande
Kathleen taught at the Lucia Mar school district for 32 years.Promoting tolerance for
diversity and teaching about our different cultural experiences were always passions of hers.
She sat on her district’s Wellness Committee and was her school’s Bully Prevention
Coordinator.CTA (Cal.Teachers Association)awarded her their Peace and Justice Human
Rights award for the work she did at her school and throughout her district,partnering with the
Canadian organization,Free the Children,and Heifer International,among others.She
continued her passion in her travels as well,helping to build a school in Kenya,and studying
health and education concerns with Witness for Peace and SOA Watch in Venezuela and Cuba.
As an advocate for unions,she was her school’s LMUTA union rep and sat on their board,and
was the Human Rights contact person for CTA’s local service center.She was also elected to
CTA’s State Council,sitting on the Civil Rights in Education committee,and to the NEA National
Assembly.
Kathleen retired from teaching in 2015 and currently volunteers for Wilshire Hospice,
Teddy Bear Foundation at Cottage Hospital,and Human Rights Watch.She resides in Arroyo
Grande.
Kendra Paulding -Director -Chair of Fundraising
Arroyo Grande
Kendra Paulding,a Cal Poly SLO graduate,has a Bachelor of Science degree in
Business Finance.Formerly a financial advisor at Morgan Stanley,Kendra now manages the
office at Paulding Law with her husband,Jimmy Paulding.She lives in Arroyo Grande.
Joy Pedersen -Director -Chair of Coalition Building
Morro Bay
Joy M.Pedersen,Ph.D.grew up on the Central Coast,and her experience with social
justice is both personal and professional.She serves as the Dean of Students at Cal Poly,
teaches multicultural counseling at UMass,and owns a coaching and consulting company.She
is also a founding member of the Asian Pacific-Islander Faculty and Staff Association at Cal
Poly.In all aspects of her work,she has been deeply committed to diversity,equity and
inclusion.
In addition to her professional experience,she has a B.A.in Psychology from Claremont
McKenna,an M.A.in Counseling and Guidance from Cal Poly,and a Ph.D.in Educational
Leadership &Organization from University of California,Santa Barbara.
Joe Whitaker -Director -Chair of Marketing &Communications
Arroyo Grande
Joe Whitaker,a retired businessman,is a former senior marketing executive at Mattel
Toys,Columbia Pictures and Lorimar Productions.During his career,he also acted as an
independent marketing consultant to small and mid-size children’s product and entertainment
firms.
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The Diversity Coalition of San Luis Obispo County |Board of Directors
Joe is also a long-time member of SLO SCORE,the local chapter of the national
SCORE small business counseling service.He has resided in Cypress Ridge since 2006.
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Diversity Coalition of San Luis Obispo County
DEI Statement
The Diversity Coalition of San Luis Obispo County’s (DCSLOC)mission is to build
and sustain a coalition that seeks a more diverse,equitable,and inclusive community through
advocacy and education.Our organization was founded on these values,and over the past 12
years we have centered DEI in everything we do.The Coalition envisions San Luis Obispo
County as a welcoming and inclusive community,sustained by collaborative and shared
values of equity and social justice.In order to create a safe place for all people to live,learn,
work,grow,and play,we strive to create physical space,programs,and leadership to support
our diverse human lifestyles,cultural richness,and equity in health,education,and financial
security.
All of our work focuses on promoting and furthering diversity,equity,and inclusion
in the community.These values also drive the way we plan,promote,and implement our
programs and events.We reach a diverse,representative cross section of the community,
promoting directly to our own as well as affiliate organizations’diverse memberships.All of
our School Speakers and Fostering Understanding events are free.We strive to make our
BIPOC Board Leadership Training affordable for program participants—the training is being
offered at a fraction of the actual cost,and we have scholarship options for BIPOC
participants with financial need.Our goal is to train a diverse group of BIPOC individuals
that represent different groups of different incomes,disabilities,gender,backgrounds,skills,
etc.All of our community events are held in ADA accessible spaces that are easily accessible
by public transportation.Free food served at these events include gluten free,vegan and other
options that consider dietary preferences and restrictions.We also ensure that our events will
not be held on major religious or cultural holidays.
Our BIPOC Board Leadership Training Program will have a broad and long-lasting
impact on efforts to advance diversity,equity,and inclusion in the City of San Luis Obispo.
This program’s benefits will persist through its legacy impacts of training new BIPOC board
members and providing placement assistance with a wide range of SLO-based nonprofits and
agencies,improving capacity of boards to deliver effective,culturally competent services to
SLO City residents for years to come.
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DCSLOC Grant Budget -SLO City DEI Grant
DCSLOC Costs
Item Description Cost Unit Quantity Total DEI Grant
Program
Director
Plans,organizes and hosts raining,
coordinates partners,evaluations
$66,000 salary 1 $66,000 $15,000
Support Staff Including ED Time,assistant time $30 hour 270 $8,100 $0
Staff overhead Insurance,office cost,travel,etc.$14,500 n/a 1 $14,500 $0
DCSLOC Staff Costs Total $88,600 $15,000
Marketing digital +printing +tabling +event
fees +cohort headshots
$3,250 cohort 2 $6,500 $6,500
Materials branded training packet,certificates $200 person 30 $6,000 $6,000
Venue 2 trainings/year -2 days/training =4
(includes insurance)
$250 day 4 $1,000 $1,000
Meals cohort participant +faculty +staff,
breakfast,snacks,drinks and lunch
$38 person 40 $1,500 $1,500
Faculty Stipends for DEI training teachers $500 person 10 $5,000 $0
DCSLOC Program Costs Total $20,000 $15,000
Spokes Costs
Item Description Cost Unit Quantity Total DEI Grant
DEI consultants Expert presentations $750 hours 3 $2,250 $2,250
DEI consultants Planning $250 hours 8 $2,000 $2,000
DEI consultants Panelists $100 hours 9 $900 $900
DEI consultants Roundtable facilitator $250 hours 3 $750 $750
DEI consultants Total $0 $5,900
Publicity KCBX promo $100 ad 3 $300 $300
Publicity Chamber e-blast $125 ad 3 $375 $375
Publicity Chamber soapbox $225 ad 1 $225 $225
Publicity Chamber mailing list $150 ad 1 $150 $150
Publicity TV promo $250 ad 1 $250 $250
Publicity Facebook $100 ad 3 $300 $300
Publicity Direct mail $1 ad 350 $420 $420
Publicity Total $2020 $2,020
Technology Webinar room $50 room 2 $100 $100
Supplies Printing,office $200 job 1 $200 $200
Supplies &Technology Total $300 $300
Staff Program assistant $31 hours 150 $4,650 $620
Staff CEO $58 hours 150 $8,700 $1,160
Spokes Total $37,240 $10,000
Total Grant Request $130,170 $40,000
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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:
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
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Grant Metrics & Performance Outcomes Template
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in a separate
page.
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Name Title Phone
Signature Date E-mail
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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DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and GALA Pride & Diversity Center (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to SLO Queer Cultural Revitalization
Project and Roundtable Discussions (hereinafter the “Services”) as submitted in its application to
the CITY on September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application.
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $20,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
GALA Pride & Diversity Center
1060 Palm St.
San Luis Obispo, CA 93401
Attn: Serrin Ruggles
sruggles@galacc.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Serrin Ruggles, Director of Operations
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TO FORM:
By: ________________________________________
Christine Dietrick, City Attorney
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DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
The Gala Pride & Diversity Center
2) 501(c)(3) - employer identification number (if applicable)*
77-0372544
3) Fiscal Agent *
The Gala Pride & Diversity Center
4) Project/Program Name *
SLO Queer Cultural Revitalization Project
5) Requested Amount *
$20,000.00
6) Name of Person Completing Application *
Serrin Ruggles
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
1060 Palm St.
Address Line 2
City
San Luis Obispo
State/Province/Region
CA
Postal/Zip Code
93401
Country
USA
9) Phone *
805-541-4252
10) E-mail
sruggles@galacc.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
The Gala Pride & Diversity Center supports and empowers people of all sexual orientations, gender identities and expressions to strengthen and
unite our Central Coast community.
El Centro de Orgullo y Diversidad (Gala) apoya y empodera a la gente de todas las orientaciónes sexuales, identidades de género, y expresiones de
género, para fortalecer y unir nuestra comunidad de la Costa Central.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
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The Gala Pride & Diversity Center (GPDC) supports and empowers people of all sexual orientations, gender identities and expressions to strengthen
and unite our Central Coast community. To this end, we provide support and social groups, youth services, special events, in-house affirming therapy
services, community informational sessions, and connecting those in need with affirming services. We also provide regular community newsletters,
cultural competency training, meet with community stakeholders to enact policy changes, and work with state run organizations to help them meet
state and federal anti-discriminiation requirements. Our community service center work is informed by community members who attend listening
sessions, information sessions, or reach out to us directly, and there are no membership fees or requirements for receiving services. We have a
volunteer board of directors, who work with our Executive Director to guide the organization forward. We also have two volunteer youth directors, as
well as volunteer run committees such as our Pride and governance committee, another key way we engage our community in the development and
delivery of our work. All of our work is framed by the DEI statement developed through collaboration with QueerProfs and BIPOC stakeholders in our
community, which is posted on our website. The day-to-day work is overseen by the Director of Operations and carried out by our general staff
members.
3) Name of Executive Director *
Dusty Colyer-Worth
4) Number of paid staff (full or part-time)*
5
5) Number of volunteers *
380
6) Name of Board President or Chair *
Elissa DeHart
7) Describe the community(ies) your organization supports *
The Gala Pride & Diversity Center is an LGBTQ+ resource center based in the city of San Luis Obispo offering a wide variety of support and advocacy
services in San Luis Obispo County and Region. The majority of those receiving direct services are either organizations seeking to improve DEI efforts
or LGBTQ+ individuals and families based in San Luis Obispo County. However, we collaborate with other local nonprofits to advocate for LGBTQ+,
BIPOC, immigrant, disabled, and incarcerated communities, and to ensure that those communities are well represented in all of our training and
social programming. Intersectional considerations for these and other marginalized communities are woven into all training sessions and services
that we provide.
8) Approximate Annual Budget *
$384,250.00
9) Major Sources of Funding *
Individual donors, company sponsorships, fundraising events, training services, grants, and endowments
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
Local queer cultural spaces are in dire need of revitalization. We lost most of our local queer artist groups to the pandemic and increased anti-
LGBTQ+ efforts, and the few remaining queer event producers struggle to withstand backlash or lack the capacity for consistent programming. Our
goal with this program would be to bring talented LGBTQ+ artists, performers, and producers together with low to no cost events to network,
collaborate to make new queer cultural spaces, and build skill in combating bigoted efforts, all while rebuilding a sense of community,
empowerment, and unadulterated queer joy.
2) Total project cost *
$43,600.00
3) Requested Amount *
$20,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
GPDC built the first regional Pride in 1997 and has decades of connections and experience as a stronghold against efforts to shut down LGBTQ+
events. By leveraging connections and history of partnerships with local nonprofits, businesses, and queer artists for these events, we bring
marginalized voices to established local organizations and connect them into the larger San Luis Obispo cultural network. We have the resources to
protect and empower local queer and allied artists and producers to come together and create community driven events that endure beyond the
year funded by this grant.
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We have identified LGBTQIA2S+ and allied creatives, producers, venue managers, businesses, and audiences in San Luis Obispo as our stakeholders
for this project, and will be working to bring in long standing favorites as well as new members. The series will start with a roundtable discussion of
these stakeholders, a space where we can share our successes, challenges, and ideas for the future. This discussion will help us identify the most
pressing needs in the coming year and begin to build networks and seed ideas for collaboration.
Over the next 11 months, we will offer a special event for these stakeholders every other month, each with unique networking opportunities and
activities designed to draw our stakeholders together. Each event will feature a different aspect of queer culture, from drag in all its forms across
cultures, to cinematic features, to community crafting nights, to fine art gallery exhibits. Additionally, each event will serve to highlight one of our
stakeholder groups, whether it’s an open stage for new drag talent, an evening bringing in local venues and businesses eager for new business, art
showings, or a social event for event producers looking for talent and connections.
We’ll wrap the program up with a final roundtable discussion to identify the successes of the program and what new initiatives came of it, and build a
long-term support plan to ensure the longevity of the cultural spaces and initiatives that grew from this project. The Gala Pride & Diversity Center
commits to supporting these new groups by offering ongoing advertisement through our monthly newsletter, social media, and weekly bulletin, and
will offer an ongoing quarterly social for queer and allied artists, producers, venues, and businesses. The support plan from this discussion will also
integrate the network of queer and allied professionals built during this project, building on a community of support.
5) Describe the community/population the project/program will support *
The Gala Pride & Diversity Center serves as a vital resource organization for LGBTQIA2S+ people in San Luis Obispo County and region. Our artist
community was deeply impacted by the COVID-19 pandemic, and these struggles have been compounded further by the steep rise in anti-LGBTQ+
efforts in recent years and continuing problems of racial inequity. This programming would focus on uplifting queer voices, and especially queer
voices of color. This benefits creatives and producers by supporting their connection and development, promotes opportunities for collaboration
and growth for local businesses and organizations, and builds audiences. We know that the arts are a crucial way to build community and
understanding, and our audiences are a key part of building the success of the ongoing independent programming we seek to build with this project.
All told, this project will connect and empower queer, and especially BIPOC and gender diverse creatives and producers while benefiting local
businesses and building understanding and inclusion in the wider community.
GPDC served approximately 8,500 people in 2022 through special events. Our programming is designed to meet the needs of a diverse range of
people, with inclusive programming that welcomes allies and everyone under the LGBTQIA2S+ umbrella, as well as specialized programs that center
specific experiences such as those of BIPOC and gender diverse people. 30% of our program was specific to our transgender population in 2022, but
due to our inclusive programming, closer to 60% of our served populace was transgender, nonbinary, or gender nonconforming (TGNC). We also
work to center queer BIPOC voices by hiring artists, speakers, and panelists of color, and hosting bilingual special events. We aim to increase our
capacity to serve 10,000 people with special events over the next year while centering TGNC and LGBTQ+ youth, and Black and Latinx community
members based on our community feedback.
6) Describe the equity gaps and community needs this project/program will address *
We lost most of our queer nightlife to the pandemic and increased anti-LGBTQ+ efforts. In 2018, our county had 9 independent, long standing
LGBTQ+ groups putting on cultural events outside of Gala; only 3 of those groups exist today, and are producing a fraction of the cultural events they
used to. Many local queer event producers struggle to withstand backlash or lack the capacity for consistent programming. These events are crucial
for providing space for community building, understanding for our marginalized communities, and building a sense of greater belonging.
Feedback collected during and after our month-long series of Pride events tells us that community events like these remind people that they aren’t
alone, helps friends and families understand their loved ones better, and gives LGBTQ+ people a sense of pride in their often marginalized identities.
We built the first regional Pride in 1997 and have decades of connections and experience as a stronghold against efforts to shut down LGBTQ+
events. Our partnerships with other local groups and businesses have grown Pride into a county-wide celebration, with first-time Pride events in Los
Osos, Cambria, Atascadero, Paso Robles, and Arroyo Grande in the past two years.
LGBTQ+ rights are under fire on both a local and national level. While it’s our coordinated advocacy efforts that push for long term policy changes,
we know that arts and cultural events promote understanding. Our special events and cultural activations bring greater awareness to the struggles
faced by LGBTQ+ people and build empathy for marginalized people in our community. We consistently see an uptick in people volunteering for
LGBTQ+ organizations around the county after our special events, and we need allies in this fight. The expansion of these cultural arts events is
crucial to our ability to provide meaningful support to our marginalized populations and foster understanding and belonging in our greater
community.
This grant would transform our ability to hire local queer and allied professionals to increase the capacity of these events and support the
revitalization of our local queer cultural arts scene. These events provide a crucial space for creators to create and connect, whether it’s for
programming directly provided by the Gala Pride & Diversity Center, or a collaboration for future events to diversify our local queer art community
offerings. This grant would also allow us to expand our ability to support and empower a diverse community of LGBTQ+, Latinx, and allied
community builders to build a local network of creatives to build the foundation for an enduring effort to revitalize our queer cultural scene. The
ultimate goal of this program is to support the development of a diverse community of creators to form intersectional queer cultural programming
throughout SLO County for years to come, and foster the development of new and renewed groups producing queer events to diversify and
revitalize our cultural scene.
We also hope to promote belonging by looking back. The contributions of queer people to SLO County are often overlooked, and many of our
younger members don’t feel connected to the roots of their community. We’ve partnered with staff at the SLO Museum of Art and History Museum
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of SLO County to digitize our collection of historical documents and collect data from previous efforts to record our history, resulting in greater
availability of local queer histories and collaboration between our organizations. We hope to use the funds from this grant to use these digital
archives to design and install a permanent display in our library celebrating local LGBTQ+ history and culture. With these types of activations, we
hope to expand awareness, belonging, and empowerment for our queer community members and lay the foundation for sustainable programming
that constantly evolves to meet the diverse cultural needs of our marginalized communities.
7) Provide timeline for project *
This one year project will focus on developing spaces for local queer and allied producers, creatives, and venue managers to come together to
network for future collaborations, build skills in enduring backlash, and bring new audiences to queer arts and culture events. We will kick things off
with a roundtable of local event makers to start building connections and identify the most pressing needs of the program participants to build on in
the coming year. We’ll continue with special events every other month designed to bring producers, creatives, venue owners, and audiences together
with networking and skill building activities to support the development of new and renewed collaborations and queer artist groups. The year-long
program will finish off with another event maker roundtable to evaluate the successes of the program, identify new creative groups that emerged
from our efforts, and build a support plan for initiatives that incorporates the entire network of queer and allied professionals.
8) List any partnerships/collaborations that are supporting this project/program and their roles *
The Gala Pride & Diversity Center has longstanding partnerships with many of our local service organizations. Programming supported by this grant
would likely see us partnering with the Latino Outreach Council, RACE Matters SLO, Cal Poly Pride Center, SLO Museum of Art, Cuesta College Harold
J Miossi Art Gallery, History Museum of SLO County, and Queer Archives Project. Our partner organizations help us reach new audiences and talent,
identify and address equity needs, and bring our programming to established venues. We will also utilize our connections with local businesses such
as the Palm Theater, Fremont Theater, Sunset Drive-In, Libertine, Skipper ’s Brew, SLO Provisions, Bang the Drum, Two Broads Cider, and more to
further connections between local businesses and the queer cultural arts scene. We will also levy our decades of connections with queer and allied
performers and producers to expand our networks and make these events possible. Some of the programs funded by this grant may also be
supported by grants from the Growing Together Foundation, Absolut Ally initiative, and other grants we’re pursuing this year. We hope to use this
grant to identify even more affirming businesses, artists, producers, and support organizations to build an ongoing community of queer cultural arts
in SLO County.
9) Describe your plan for sustainability beyond the City’s one-year award funding *
This program is designed to bring our community together to build lasting independent queer cultural spaces. Our project builds on itself to develop,
establish, and support new queer creative initiatives that platform the unique voices that already exist here in San Luis Obispo and empower
marginalized artists with resiliency skills and deeper empowering connections to the greater community. This program is designed to set artists up
for long-term success and independence by providing them the tools they need to come together and build new cultural spaces and connect with
established organizations in the wider community. We will continue to support these artists and events through ongoing promotional opportunities
through GPDC and establishing an ongoing quarterly social for queer and allied artists, producers, businesses, and venue hosts.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
GPDC has a direct line to our established LGBTQ+ community through our social media, weekly bulletin, monthly newsletter, and our home office
where people gather for affinity groups, where we promote our programming directly to our primary audience. We build on this network by working
with partner organizations like RACE Matters SLO, Diversity Coalition SLO, the Latino Outreach Council, SLO Chamber of Commerce, the City ’s
Tourism Business Improvement District, and many more local groups to collaborate and cross-promote events to reach an even larger audience. Our
keynote special events will also be promoted in local publications such as the New Times and Santa Maria Sun, The Tribune, and local radio stations.
We will acknowledge the support of the City of San Luis Obispo through the DEI High Impact Grant in these advertisements.
11) Est. Number of people served through this project/program *
300
12) Est. Number of SLO City Residents served through this project/program *
300
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
300 Attendees across all events associated with this program
3 Number of new artist collectives, organizations, renewed projects, and/or ongoing programming developed in this
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project
2 New independent events or programs in planning stage by the end of the year
1 Event or program successfully implemented by participants by the end of the one year program
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
GPDC DEI Statement January 2022.pdf 70.85KB
Detailed budget *
Including how the total requested amount of grant would be spent.
23 SLO City DEI 1 Yr Grant Budget - Sheet1.pdf 54.97KB
Organizational chart.*
GPDC 2023 Organizational Chart.pdf 38.87KB
Federal Tax-Exempt Status *
501-c-3 (1).pdf 60.72KB
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Executive Director
Dusty Colyer-Worth
Board President
Elissa DeHart
Director of Programming
Serrin Ruggles
Events & Volunteer
Coordinator
J Bird
Social Media Coordinator
Rafa Ovalle-Garcia
Content Curator
Lola White-Sanborn
Volunteers
Volunteer Board of DirectorsStaff
Executive Board
Vice President - Aja Milne
Secretary - Kimberli Andridge
Treasurer - George Seibert
Member at Large - Julia Thompson
General Board Members
Ila Moncrief, Willow Kawamoto,
Michael Pennon, Fr. Ian Delinger,
Val Jones, Alyssa Atkinson,
Brooke Klever, Jessica Yacoub
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DIVERSITY, EQUITY AND INCLUSION STATEMENT OF
The Gala Pride and Diversity Center (GPDC)
In working with and for lesbian, gay, bisexual, transgender, non-binary, queer, Indigenous
identities, and similarly identified (LGBTQ+) communities in San Luis Obispo County, The Gala
Pride and Diversity Center (GPDC) acknowledges that white supremacy and settler-colonialism
are enduring systems of hierarchy, division, and exploitation. These systems create significant
inequities in our communities, but they do not operate in isolation. Oppression is mutually
constructed based on categories including sexual orientation, gender identity, gender
expression, race, ethnicity, Indigeneity, social class, disability, religion, and immigration status.
Just as all forms of inequality are interconnected, so are all forms of justice. Working for racial
justice, Indigenous sovereignty, economic justice, and all forms of social justice are part of the
core mission of the Gala Pride and Diversity Center.
The Gala Pride and Diversity Center is located on the unceded land of the yak tityu tityu yak
tiłhini – Northern Chumash Tribe of San Luis Obispo County and Region. We are aware that this
land was taken from Indigenous peoples violently - without agreement, consideration, or
compensation. We are committed to including local Indigenous history in our training and we
set the intention of relationship with and support of local Indigenous peoples. Additionally, we
acknowledge our responsibility to protect the natural environment.
To effectively support all people within the LGBTQ+ community, the Gala Pride and Diversity
Center commits to proactively working in solidarity against white supremacy, settler-colonialism,
xenophobia, ableism, capitalist exploitation, religious bigotry, and all forms of cis-
heteropatriarchy.
The following Organizational Policy details (1) current organizational priorities and practices in
transformative work of dismantling oppression and (2) a transparent structure for ensuring
community-responsive policies that will grow over time.
Organizational Practices
● Celebrate diverse cultures and heritage in solidarity with trusted community leaders.
o Seek out cultural celebrations in the community to find appropriate ways to
include and support LGBTQ+ community members.
o Be consistent and inclusive of all Black, Indigenous, and People of Color
(BIPOC) groups to demonstrate commitment and build trust.
● Prioritize BIPOC experts, communities, and needs in the majority of programs.
● Offer interpretation/translation and multiple formats of engagement in all programs.
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o Create relationships with multiple vendors who can provide Spanish-language
interpretation, Indigenous-language interpretation, live captioning, and American
Sign Language (ASL) interpretation.
o Feature the capacity, including equipment and staffing, to allow for hybrid
participation (virtual/face-to-face) in programs, as well as synchronous and
asynchronous engagement per public meeting protocols and guidance.
▪ Follow all relevant guidelines and procedures for safe gatherings.
▪ Document, record, and publicize all public programs (not including
discussion groups, private community spaces, etc.).
▪ Maintain and grow community spaces in-person and online.
● “Nothing about us without us”: Center the voices of affected community members in
programs, panel discussions, and sponsored events.
o Build meaningful relationships with BIPOC community leaders, including
LGBTQ+ allies (see also, Leadership section).
o Support leadership development among multiply marginalized communities to
increase capacity for self-determination and participation in collaborative efforts.
o Value BIPOC expertise through paid opportunities to lead programs and consult
on a range of topics, including but not limited to race and racism.
o Create a speaker’s bureau of relevant experts to participate in panels and
events.
● Publicize appropriate collaborations and diversity work to help raise the visibility of
partner organizations and demonstrate positive inclusion.
● Work against the lasting impact of bias and exclusion that have been experienced within
LGBTQ+ spaces.
Communications
● Commit to reaching diverse community members in public communications.
o Translate website, newsletter communications, and social media content into
Spanish.
o Include image descriptions in all social media captioning.
o Work with BIPOC community leaders and collaborate with community networks
to ensure that all sectors of the County and Region are aware of opportunities
and programs.
● “Stand in the gap”: Create inclusive communication by meeting people where they
already are.
o Work with allied organizations to identify gaps in services and resources for
shared constituencies.
Growth
● Counter the isolation that disparately affects BIPOC and lower-income communities by
expanding efforts into more places throughout the County.
o Partner with existing community leaders and allies in a collaborative manner.
o Close equity gaps by holding space to serve North County.
o Rotate the location of in-person events (when safe and appropriate).
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● Develop organizational capacity for diversity, equity, and inclusion work.
o Provide ongoing professional development support for staff members and
volunteer leaders to increase and refresh their fluency in anti-racist, decolonial,
and other anti-oppressive practices.
o Include work toward diversity, equity, and inclusion goals in all performance
evaluations and consideration for promotions and raises.
o Incorporate diversity, equity, and inclusion into development goals.
▪ Commit a portion of general operating funds to these projects.
▪ Prioritize grants and donors with dedicated support for equity and social
change work.
Leadership
● Build pathways for leadership and representation among BIPOC and other historically
underrepresented groups.
o Publicize Board meetings and opportunities for community members to observe
meetings and get involved.
o Create a training program that orients potential Board members from historically
underrepresented groups to learn more about the organization and how to get
involved.
o Welcome young board members, including minors (with no voting capacity).
● Hire and cultivate internal leaders with the expertise to advance diversity, equity, and
inclusion.
o Recruit staff members, volunteers, and organizational leaders from historically
underserved groups, including LGBTQ+ allies.
o Prioritize hiring individuals with experience leading efforts with historically
underserved groups.
o Establish bi/multilingual fluency as a preferred qualification for all job postings.
o Include specific items in descriptions of job duties to advance diversity, equity,
and inclusion throughout organizational processes.
▪ For example: Participate in strategic partnerships with coalitions led by
affected groups.
o Include lived experience and relevant professional background equivalent to
formal credentials in job qualifications for staff and contract positions.
o Advertise job postings to reach a wide range of eligible candidates (see also,
Communications section).
o Practice transparency with salaries and job postings for potential candidates,
speakers and consultants.
● Engage in ongoing evaluation and strategic planning with a lens for diversity, equity, and
inclusion.
o Address progress toward diversity, equity, and inclusion goals in the
organization’s Annual Report.
o Create regular space in Board meetings to address diversity, equity, and
inclusion issues as a group.
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Accessibility
● Ensure physical access to programs and events for people with disabilities.
o Ensure availability of ramps, guard rails, assistive equipment, technological
resources, and all reasonable accommodations including, but not limited to,
those required under the Americans with Disabilities Act.
o Utilize the principle of universal design to create accessible spaces that minimize
the need for accommodation.
o Apply these requirements to outside spaces rented for public programs and
events.
● Create free and sliding scale participation options for a majority of public events.
● and events.
o Provide bus vouchers, parking reimbursement, and gas cards for attending
events.
o When possible, select locations that are easily accessible by public
transportation.
o When possible and appropriate, provide transportation directly to community
members in need.
● Create access for families and communities by creating programs that are open to multi-
generational groups.
o Create family-oriented events and community programs inclusive of allies to
encourage participation by entire families.
o Assess potential for child-care services or create opportunities for guests to self-
organize child care.
Advocacy
● Take an active role in working against injustice in the San Luis Obispo County and
Region, including racism, white supremacy, settler-colonialism, xenophobia, and
exploitative capitalism.
o Sign on to relevant letters of support and campaigns against systems of
oppression.
o Participate in meetings and coalitions with key partners.
o Fund collaborative efforts to address local equity gaps.
● Sponsor regular research and evaluation to provide evidence of the existence and
experience of diverse LGBTQ+ peoples.
● Elevate BIPOC and historically underrepresented voices when providing input and
training to relevant institutions like City and County Governments, Dignity Health, Sierra
Vista, and Community Health Centers.
● Ensure that all vendors at events, including Pride and other public programs,
acknowledge and affirm the Gala Pride and Diversity Center’s policies on Diversity,
Equity and Inclusion.
● Work toward economic justice by supporting local producers to counter corporate Pride
(i.e., rainbow-washing).
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● Continue to sponsor, collaborate with, and promote LGBTQ+ owned and LGBTQ+
friendly businesses, along with BIPOC-owned and BIPOC-friendly businesses.
Methodology, Accountability and Living Policy
This document was created through a collaborative process between The GPDC Board, staff,
community constituents, and QueerProfs. The organization recognized the need for a statement
to strategically organize policy for diversity, equity, and inclusion within GPDC. The first round of
development included reviewing organizational strengths, weaknesses, opportunities, and
threats, and reflecting on findings within the QCares study and other relevant research.
QueerProfs synthesized this feedback in conversation with the staff and Board to identify the
context that guides current diversity, equity, and inclusion work at the GPDC. These priorities
helped inspire a Black, Indigenous, and People of Color (BIPOC) Listening Session, which was
held on August 17, 2021. This session included community members and representatives of
local BIPOC organizations. The conversation allowed participants to share experiences and
provide direct feedback on organizational policies and programs. In addition to the discussion
over Zoom video conference and chat, participants and community members were invited to
share written feedback through an anonymous form.
The policies identified here were created by systematically coding the content of these
conversations. Data used were the audio recording and transcript of this Listening Session,
along with feedback submitted by Zoom chat and through the standalone Google Form.
QueerProfs coded this data by extracting relevant themes from each of the responses. When
possible, codes were used reflecting the exact language shared by participants. These codes
identified specific experiences as well as direct recommendations for the GPDC. Themes that
appeared multiple times were noted for importance and relevance, as well as complexity. When
BIPOC and non-BIPOC voices converged on a single theme, the content of BIPOC
perspectives was centered to inform effective policy recommendations. Themes were then
grouped according to the actionable steps available to the organization in the areas presented
above: programs, communications, growth, leadership, accessibility, and advocacy.
This document will be made available to the public, including the GPDC supporters and
constituents (see also, Communications section). Individuals can provide feedback by writing a
Comment in Google docs or contacting the QueerProfs at queerprofs@gmail.com. This is a
living document, which is meant to be updated continuously. For example, the goals set out in
this document should be accomplished and expanded to address new ambitions and address
emergent problems.
Further practices for this Living Policy are:
● Host regular listening sessions (at least once per quarter) to bring a wide range of
BIPOC voices into the process of evaluating progress and setting new goals.
o Staff and leaders will be responsible for providing indicators of effort and
progress concerning the goals included in this document.
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o These listening sessions will include opportunities to provide direct feedback on
this living policy document.
o Additional listening sessions would be helpful to center the specific needs of
transgender individuals, bisexuals, people with disabilities, religious minorities,
women, and immigrants.
● Completed goals will be removed and logged in a separate section celebrating
accomplishments.
● The current effective document and past versions will be available to the public on The
Gala Pride and Diversity Center’s website at www.galacc.org along with instructions on
providing feedback or suggestions.
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Note: A significant portion of funding for all of the expenses listed below comes from
sponsorships (especially during Pride season), as well as monthly donations from our
constituents, and other grants. We do not have any grants secured for 2024 or 2025
yet, but are pursuing grants from diverse sources that would further support these
events. Any income from events (including fundraisers not supported by this grant) also
helps to support our low to no cost community events outlined here. Values in the
"Other Funding Amount" column are projections based on our expectations for that
funding in the coming years. We anticipate an increase in sponsorships and regular
donations in the next two years as our leadership activates a capital campaign to set
our organization up for long term growth and success.
Budget Item 2024 Expense
2024 Grant
Budget
Requested
2024 Other
Funding
Amount
Personnel Expenses
Performers (Drag Artists, DJs,
Dancers, Musicians, Comedians,
Luchadores, etc.) for Cultural Events $15,000 $7,000 $8,000
Facilitators for Art Workshops, Panel
and Roundtable Discussions $3,000 $2,000 $1,000
Latinx Event Development
Contracted Staff $2,000 $1,500 $500
Graphic Designers for Event
Promotion $2,000 $1,000 $1,000
Graphic Designers for Creating
Historical Display $500 $300 $200
Website Designer for Gala, Tranz
Central Coast, and SLO Pride Sites $1,500 $1,000 $500
Translation Services $5,000 $3,000 $2,000
Total Personnel Expenses $24,000 $12,800 $11,200
Operating Expenses
Printed Promotional Material $9,500 $3,000 $6,500
Promotion Space on Local TV,
Newspapers, and Radio Stations $8,000 $3,000 $5,000
Film Screening Fees $1,000 $500 $500
Art Supplies for Workshops $300 $200 $100
SLO Queer History Sign $800 $500 $300
Total Operating Expenses $19,600 $7,200 $12,400
Total Expenses $43,600 $20,000 $23,600
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INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY
DISTRICT DIRECTOR
P. O. BOX 2508
CINCINNATI, OH 45201 Employer Identification Number:
77-0372544
Date: DLN:
17053023713039
Contact Person:
MIKE CRONIN ID# 31094
GAY AND LESBIAN ALLIANCE OF THE Contact Telephone Number:
CENTRAL COAST (877) 829-5500
P.O. BOX 3558 Our Letter Dated:
SAN LUIS OBISPO, CA 93403-3558 May 1994
Addendum Applies:
No
Dear Applicant:
This modifies our letter of the above date in which we stated that you
would be treated as an organization that is not a private foundation until the
expiration of your advance ruling period.
Your exempt. status under section 501(a) of the Internal Revenue Code as an
organization described in section 501(c)(3) is still in effect. Based on the
information you submitted, we have determined that you are not a private
foundation within the meaning of section 509(a) of the Code because you are an
organization of the type described in section 509(a)(2).
Grantors and contributors may rely on this determination unless the
Internal Revenue Service publishes notice to the contrary. However, if you
lose your section 509(a)(2) status, a grantor or contributor may not rely on
this determination if he or she was in part responsible for, or was aware of,
the act or failure to act, or the substantial or material change on the part of
the organization that resulted in your loss of such status, or if he or she
acquired knowledge that the Internal Revenue Service had given notice that you
would no longer be classified as a section .509(a)(2)organization.
If we have indicated in the heading of this letter that an addendum
applies., the addendum enclosed is an integral part of this letter.
Because this letter could help resolve any questions about your private
foundation status, please keep it in your permanent records.
If you have any questions, please contact the person whose name and
telephone number are shown above.
Sincerely yours,
Letter 1050 (DO/CG)
3
MAR 24 1999
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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:
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
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Grant Metrics & Performance Outcomes Template
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in a separate
page.
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Name Title Phone
Signature Date E-mail
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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DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and History Center of SLO County (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to accessible translated material,
immersive experience, and public lectures in Spanish (hereinafter the “Services”) as submitted in
its application to the CITY on September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1.GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2.GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application. GRANTEE agrees to the modified scope as
set forth in Exhibit C
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $6,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
History Center of SLO
696 Monterey St
San Luis Obispo, CA 93401
Attn: Thomas Kessler
director@historycenterslo.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Thomas Kessler, Executive Director
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
History Center of San Luis Obispo County
2) 501(c)(3) - employer identification number (if applicable)*
95-6150680
3) Fiscal Agent *
none
4) Project/Program Name *
Translation and Multilingual Access
5) Requested Amount *
$7,000.00
6) Name of Person Completing Application *
Thomas Kessler
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
696 Monterey Street
Address Line 2
City
San Luis Obispo
State/Province/Region
CA
Postal/Zip Code
93401
Country
USA
9) Phone *
(805) 543-0638
10) E-mail
director@historycenterslo.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
The History Center promotes the understanding and appreciation of San Luis Obispo County’s historical and cultural heritage. The History Center
collects, preserves and exhibits historic artifacts, records, images, and documents and provides access to its collections in both traditional and digital
forms, for research, study and educational purposes. The History Center cooperates with other regional organizations and promotes their goals and
programs.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
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Founded in 1953, the Historical Society for the county of San Luis Obispo facilities consist of a museum, archive, research room, and historic home &
garden. We believe that an impartial understanding of the past provides the community with an identity and the power to shape its future. We are
committed to providing the tools and the forum to preserve this history.
We are governed by a Board of Directors, which provides direction. The Executive Director answers to the Board and is responsible for day-to-day
implementation of direction. Our collections staff care for the historic materials in our possession and three part time managers assist in running
portions of our facilities when regular staff isn’t present. A large portion of the organization’s work is done by volunteers who take part in our
committee structure.
3) Name of Executive Director *
Thomas Kessler
4) Number of paid staff (full or part-time)*
5
5) Number of volunteers *
50
6) Name of Board President or Chair *
Benjamin Peterson
7) Describe the community(ies) your organization supports *
The History Center is dedicated to encouraging access to historical information for all residents AND visitors to San Luis Obispo who want to know
more about the people, places, and events that have shaped our county. Whether that curiosity already exists, or we are able to spark it through our
outreach, we believe that a population that understands its history is better able to make informed decisions about its future. As we serve a
linguistically diverse community, we need to be able to provide access to our materials in multiple languages. Thus far, we have struggled to
accommodate non-English speakers when creating our exhibits due to resource constraints.
8) Approximate Annual Budget *
$300,000.00
9) Major Sources of Funding *
County of San Luis Obispo; private donors; earned income through events, rentals, and sales.
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
Our goal is to increase accessibility to our exhibits and public lecture events by offering text translations and public lectures in Spanish, the second
most commonly spoken language in our area. Translating our exhibits into Spanish and introducing a Spanish-language lecture series will enhance
public accessibility to our institution. By providing Spanish translations of exhibit materials we can create a more immersive experience for Spanish-
speaking visitors and foster a deeper connection with the stories and artifacts we present. This accommodates diverse audiences and encourages
cross-cultural understanding.
Moreover, a dedicated Spanish-language lecture series will allow our museum to engage with the community on a more profound level. Experts and
scholars can deliver insightful talks on various topics, conducted in Spanish. This initiative allows the Spanish-speaking population access to the
same information the English speaking community receives and creates a platform for intellectual exchange and dialogue in their native language.
Introducing linguistic and cultural adaptations acknowledges the importance of language diversity in enriching the visitor experience. It also reflects
the museum's commitment to embracing multiculturalism and catering to the needs of a globalized world. Ultimately, translating exhibits and
offering lectures in Spanish facilitates knowledge dissemination, bridges language gaps, and promotes a more inclusive and enlightened society.
2) Total project cost *
$7,000.00
3) Requested Amount *
$7,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
This program has two distinct but closely related tracks.
The first track relates to translation of materials presented to the public in the museum. Our permanent exhibit consists of a 15-minute video that
tells a broad-brush overview of the history of the county through photographs and narration. We propose translating the script into Spanish and
having a second version of the film produced with a Spanish audio track. We also have three gallery spaces that have rotating exhibitions - though it
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must be stressed that the amount of effort and research necessary to produce an exhibit means that they don’t change more than once a year. The
panels will remain in English for now, but we will be able to offer supplemental materials in Spanish - most likely in the form of laminated cards with
translations of all written panels, captions, and descriptions.
The second track will involve outreach to the Spanish speaking population of our county through a lecture series designed specifically for them, to be
carried out in Spanish and advertised in Spanish-language media. Translations into English can be provided afterward, but the primary focus of this
program will have at its center the idea that hispanophones have been, are, and will remain a significant factor in our community. Stories of local
and state history will be brought to life through speakers who can bring a Latinx, non-Anglo perspective.
5) Describe the community/population the project/program will support *
We will be specifically targeting Spanish speaking residents of San Luis Obispo County. In preparing this application, we reached out to the San Luis
Coastal School District for a breakdown of the languages spoken at home by their students - the thinking being that the children are the tip of the
iceberg in identifying our local communities. They reported 1299 Spanish speaking students. Second place is a tie between Arabic and Tagalog at 27
each. As the Spanish-speaking community is the most prominent, we have chosen to begin with this community.
6) Describe the equity gaps and community needs this project/program will address *
Our volunteer base has been nearly exclusively English speaking, which means that the members of our community who are unable to communicate
effectively in English - or those who prefer to use a different language - have been underserved. By offering translations of our exhibits in a second,
broadly-spoken language, we will be able to serve segments of the population that haven’t traditionally felt welcomed in museum spaces.
A critical component of this project is outreach and relationship building within the Spanish-speaking community. Running off a few copies of
translated written materials will not achieve our goal of expanding access to our institution: we need to connect with the Spanish-speaking
community through outreach programs. Eventually, we hope to make connections with groups and organizations that we could work with for future
exhibits with a focus on underrepresented communities in our county.
7) Provide timeline for project *
Initial translation of the movie and exhibit panels could happen in relatively short order upon receipt of the funding. The speaker program and
accompanying Spanish-language media outreach would take longer to prepare and we would likely aim for March or April 2024 to give us enough
time to lay the groundwork and not risk getting caught up in the holidays.
8) List any partnerships/collaborations that are supporting this project/program and their roles *
Steve Lombardi & Associates has a track record of providing us with wide-ranging and effective marketing at exceptional rates.
Cal Interpreting & Translations is a vendor we have identified that can do both the actual translation from English to Spanish and other languages,
and also the technical work of applying secondary audio channels and subtitles for our video.
WriteNowSF is an organization based in San Francisco that we have worked with to bring attention to topics like Japanese-American farmers in San
Luis Obispo County, as well as hosting speakers and readings from poets, educators, artists, and activists such as Jaime Cortez, Sandra Bass, Karla
Brundage, and Shizue Seigel.
We also intend to collaborate with the Latino Outreach Council and other groups to identify potential speakers for our Spanish outreach program.
9) Describe your plan for sustainability beyond the City’s one-year award funding *
This program will enable us to translate our permanent video exhibit as well as our current rotating exhibits, which each tend to be up for a year or
so. As we move forward, we will need to make it a part of our central operations to budget translation services into each new exhibit’s production
pricing.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
We plan on making heavy use of free and earned media, including email, social media, community calendars, and outreach to fellow organizations.
We will also take advantage of Spanish-language radio stations in San Luis Obispo, Paso Robles, and Santa Maria to make inroads into populations
we haven’t traditionally done a good job of serving.
11) Est. Number of people served through this project/program *
We average about 10,000 visitors per year. We would love to aim for 500 Spanish-speaking visitors during the grant period.
12) Est. Number of SLO City Residents served through this project/program *
We do receive a significant number of tourists through the museum, but we hope this program will encourage visitation by city residents who will be
able to learn about their history in their own language.
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
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Metric #Indicators of Success / Measurable Outcomes
500 # of Spanish speaking visitors
75 # of requests for translated audio of the movie
250 # of attendees to Spanish-language lectures
10 % increase in attendance by locals
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
DEI and History statement.pdf 52.16KB
Detailed budget *
Including how the total requested amount of grant would be spent.
Translation and Multilingual Access budget.pdf 53.07KB
Organizational chart.*
Board and Staff.pdf 9.63KB
Federal Tax-Exempt Status *
History Center IRS 501c3.pdf 752.27KB
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Chair Peterson, Benjamin
Directors Andre, Jim
Cairns, Kathleen
Collins, Debbie
Dublin Macmillan, Leola
Gottesfeld, Sharon
Scoggins Herring, Kaylee
Roberta Soules
Villa, John
Staff:
Executive Director Thomas Kessler
Collections Manager Brittany Webb
Rentals Manager Stacey Avelar
Weekend Docent Jim Dellemonico
Weekend Docent Ariel Waterman
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Diversity, Equity, and Inclusion at the History Center
The History Center of San Luis Obispo County acknowledges, accepts, and embraces the idea that a
thorough understanding of history requires study from multiple perspectives and a recognition of the
biases those perspectives carry.
We are guided by the belief that an inclusive interpretation of the past must uphold historical truths, must
encompass a wide range of voices and lived experiences, and must not suppress information t hat may
make some uncomfortable.
Historical practices of racism, discrimination, and exclusion have often been institutionalized over time,
and the way history is narrated can either reinforce or challenge dominant power structures. Because
of these facts, we commit ourselves to ensuring that our programming both respects the diverse
traditions, heritages, and experiences of our community and presents the story of our community’s
history in diverse and inclusive ways.
We are committed to continually strengthening and evaluating our DEI efforts and to exploring
underlying, unquestioned assumptions that interfere with inclusiveness.
We will strive to embed diversity, equity, and inclusion practices in every aspect of our organization, and
to recognize and address inequities in our policies, programs, and services.
The History Center of San Luis Obispo County respects and welcomes varied perspectives from the
community as well as members, donors, and employees.
-----
This statement is a work in progress and has not yet been adopted by our Board of Directors, but it does
reflect the work being done and the values held by the History Center.
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CIT interpretation of 15-minute film 350
Spanish audio for 15-minute film 1150
Translation of exhibit panels 2500
Advertising campaign on Spanish-Language Radio 2000
Honoraria for speakers 1000
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City of San Luis Obispo
Grant Recipient Report Template
Grant Name: DEI HIGH IMPACT GRANT
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
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City of San Luis Obispo
To : History Center
From: Office of Diversity, Equity, and Inclusion
Date: December 7, 2023
Re: DEI High Impact Grant Exhibit C Contract
____________________________________________________________________________
As a recipient of the 2023-24 DEI High Impact Grant program and receiving partial funds for the
project listed in Exhibit A, grantee will scope their Services, as stipulated in the contract, in
proportion to the amount of funding received, if not equal to the total funding requested, so that
the reduction in magnitude of Services provided does not substantially diminish the Services’
impact in addressing the equity gap(s) and community need(s) described in the grantee’s
application. Grantee agrees to scope Services as required by the new allocated dollar amount.
Best,
Office of Diversity, Equity, & Inclusion
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DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and RACE MATTERS (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to 48 free "Shop talk" community
healing sessions (hereinafter the “Services”) as submitted in its application to the CITY on
September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application. GRANTEE agrees to the modified scope as
set forth in Exhibit C
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $16,800, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
RACE MATTERS
PO Box 5215
San Luis Obispo, CA 93403
Attn: Courtney Haile
hello@racematterslo.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Courtney Haile, Executive Director
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
RACE Matters SLO County
2) 501(c)(3) - employer identification number (if applicable)*
86-1879181
3) Fiscal Agent *
N/A
4) Project/Program Name *
Shop Talk (primary) Hair Fund (secondary)
5) Requested Amount *
$20,000.00
6) Name of Person Completing Application *
Courtney Haile
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
P.O. Box 5215
Address Line 2
City
SAN LUIS OBISPO
State/Province/Region
CA
Postal/Zip Code
93403
Country
United States
9) Phone *
8052426256
10) E-mail
hello@racemattersslo.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
MISSION:
Create artistic, cultural, educational, and social experiences that amplify Black voices and matters of racial justice.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
VISION:
Build community that celebrates diversity and works together for racial and social justice.
WHAT WE DO
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Produce events, media content, cultural activations, and programs -- respond to social and racial injustice, and support others in the community
working in this space.
R.A.C.E. Matters is a Black-led organization under the direction of a Board
3) Name of Executive Director *
Courtney Haile
4) Number of paid staff (full or part-time)*
3
5) Number of volunteers *
5-10
6) Name of Board President or Chair *
Preston Allen
7) Describe the community(ies) your organization supports *
R.A.C.E. Matters aims to center Black communities in particular and BIPOC communities more broadly -- regularly supporting and contracting artists,
culture bearers, and scholars of color for our events and original content. We also strive to center members of these communities in our planning of
social events and more intimate programs intended to foster belonging and community building. Our educational resources -- including resource
pages for programs including Belonging 2021 - we are here, documentary film Restrictions Apply, and Braiding Water - invite the community at large
to learn about the importance of representation, the history of systemic racism right here at home, and contextualization of the climate crisis and
climate justice.
8) Approximate Annual Budget *
$150,000.00
9) Major Sources of Funding *
Corporate and government grants + individual donations.
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
R.A.C.E. Matters seeks funds to support programs dedicated to Health Equity and Well Being for BIPOC Community Members through two initiatives:
"Shop Talk" - Advancing Health Equity and Well Being with Clinician-Led Discussion Groups:
We are seeking funds to support free, monthly, therapist and/or clinician-led discussion groups intended to foster healing, community making, well-
being, and joy. While R.A.C.E. Matters does not discriminate, the Shop Talk program would consist of 4 monthly sessions (48 total) intended to serve
community members who identify with the following categories 1) Black-identified adults 2) Black-identified youth and/or young adults 3) BIPOC
identified adults 4)BIPOC identified youth and/or young adults. Requested Shop Talk funds would be used for 1) compensation for clinicians 2)
compensations for other healers such as breathwork practitioners, artists, culture bearers or cultural scholars 3) facility and administrative costs to
R.A.C.E. Matters directly related to the program, and more as outlined in the budget spreadsheet. Over the past year, R.A.C.E. Matters personnel
have been in conversation and community with clinicians of color regarding the Shop Talk program, broaching subjects including but not limited to
potential program structure and community agreements. While we’ve outlined the session categories above, we are flexible to adjust along the way
and defer to expressed community needs, such as mixed-raced or LGBTQ of color sessions, and/or if there is needed processing of national or local
racial trauma. In addition, while sessions would be clinician-led, confidential and intended to encourage healing, they would not be a substitute for a
therapeutic environment or group therapy. R.A.C.E. Matters is committed to this program and intends to execute a pilot prior to the funding decision
for this application.
Hair Fund: This particular ask around hair services is inspired by a “Back to School” braiding event at Texture salon organized by a skilled and
generous volunteer. R.A.C.E. Matters seeks funds for a hair fund that enables local folks with financial barriers to receive hair services at Texture
salon, while also allowing stylists and braiders to be compensated for their labor. Funds are sought for stylist compensation + facility use and
administrative costs directly related to the program. R.A.C.E. Matters plans to sustain the Hair Fund with community donations.
2) Total project cost *
$20,000.00
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3) Requested Amount *
$20,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
"Shop Talk" - Advancing Health Equity and Well Being with Clinician-Led Discussion Groups:
We are seeking funds to support free, monthly, therapist and/or clinician-led discussion groups intended to foster healing, community making, well-
being, and joy. While R.A.C.E. Matters does not discriminate, the Shop Talk program would consist of 4 monthly sessions (48 total) intended to serve
community members who identify with the following categories 1) Black-identified adults 2) Black-identified youth and/or young adults 3) BIPOC
identified adults 4)BIPOC identified youth and/or young adults. Requested Shop Talk funds would be used for 1) compensation for clinicians 2)
compensations for other healers such as breathwork practitioners, artists, culture bearers or cultural scholars 3) facility and administrative costs to
R.A.C.E. Matters directly related to the program, and more as outlined in the budget spreadsheet. Over the past year, R.A.C.E. Matters personnel
have been in conversation and community with clinicians of color regarding the Shop Talk program, broaching subjects including but not limited to
potential program structure and community agreements. While we’ve outlined the session categories above, we are flexible to adjust along the way
and defer to expressed community needs, such as mixed-raced or LGBTQ of color sessions, and/or if there is needed processing of national or local
racial trauma. In addition, while sessions would be clinician-led, confidential and intended to encourage healing, they would not be a substitute for a
therapeutic environment or group therapy. R.A.C.E. Matters is committed to this program and intends to execute a pilot prior to the funding decision
for this application.
Hair Fund: This particular ask around hair services is inspired by a “Back to School” braiding event at Texture salon organized by a skilled and
generous volunteer. R.A.C.E. Matters seeks funds for a hair fund that enables local folks with financial barriers to receive hair services at Texture
salon, while also allowing stylists and braiders to be compensated for their labor. Funds are sought for stylist compensation + facility use and
administrative costs directly related to the program. R.A.C.E. Matters plans to sustain the Hair Fund with community donations.
The Shop Talk program will advance diversity, equity, and inclusion in San Luis Obispo by promoting health and well being for Black and BIPOC
residents in a safe, professionally led and culturally affirming space. While our cities, institutions, and organizations strive towards greater
representation and inclusion of Black and BIPOC community members, we must also care and hold space for the health and well being of those who
are representing.
The Hair Fund program will advance diversity, equity, and inclusion in San Luis Obispo by providing culturally affirming personal services to those
who face financial barriers. While free hair services certainly may aid self-esteem and be an exciting treat, protective styles such as braids and
weaves, along with basic maintenance such as texture-specific hair trimming and conditioning treatments can protect the long term condition of
one’s hair. Braided styles can also be essential for periods of limited mobility due to medical issues.
5) Describe the community/population the project/program will support *
While R.A.C.E. Matters does not discriminate, the Shop Talk program would consist of 4 monthly sessions (48 total) intended to serve community
members who identify with the following categories 1) Black-identified adults 2) Black-identified youth and/or young adults 3) BIPOC identified adults
4)BIPOC identified youth and/or young adults.
While we’ve outlined the session categories above, we are flexible to adjust along the way and defer to expressed community needs, such as mixed-
raced or LGBTQ of color sessions, and/or if there is needed processing of national or local racial trauma.
The Hair Fund will support those with textured hair who have financial barriers.
6) Describe the equity gaps and community needs this project/program will address *
The Shop Talk program will advance diversity, equity, and inclusion in San Luis Obispo by promoting health and well being for Black and BIPOC
residents in a safe, professionally led and culturally affirming space. While our cities, institutions, and organizations strive towards greater
representation and inclusion of Black and BIPOC community members, being a community representative or simply surviving in an expensive area
like SLO city can be taxing. As a professionally-led affinity space aimed at healing, "Shop -Talk" would address health equity by creating free spaces
that offer community care.
The Hair Fund program will advance diversity, equity, and inclusion in San Luis Obispo by providing culturally affirming personal services to those
who face financial barriers. While free hair services certainly may aid self-esteem and be an exciting treat, protective styles such as braids and
weaves, along with basic maintenance such as texture-specific hair trimming and conditioning treatments can protect the long term condition of
one’s hair. Braided styles can also be essential for periods of limited mobility due to medical issues.
7) Provide timeline for project *
Over the past year, R.A.C.E. Matters personnel have been in conversation and community with clinicians of color regarding the Shop Talk program,
broaching subjects including but not limited to potential program structure and community agreements. R.A.C.E. Matters is committed to this
program and intends to execute a pilot prior to the funding decision for this application. We intend to meet with clinicians to plan the pilot before
2023's end, and plan to begin the program in January.
8) List any partnerships/collaborations that are supporting this project/program and their roles *
R.A.C.E. Matters enjoys fruitful relationships with several organizations including Cal Poly's Black Academic Excellence Center and Black Faculty and
Staff Association. These relationships will help with recruitment of program participants. While R.A.C.E. Matters will be the primary organization
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executing the program, we are open to collaboration as needed.
9) Describe your plan for sustainability beyond the City’s one-year award funding *
R.A.C.E. Matters plans to sustain Shop Talk and the Hair Fund by pursuing corporate and governmental grants in addition to seeking individual
donations with a targeted campaign.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
Our promotional plan includes the design and printing of flyers that will distributed to section 8 housing complexes, BIPOC owned businesses, and
more generally. Additionally, paid social media advertisements and community outreach will be used. We will also rely on our mailing list and on
outreach at our own events.
11) Est. Number of people served through this project/program *
65
12) Est. Number of SLO City Residents served through this project/program *
45
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
1 # of city residents served, measured by attendance tracking and surveys.
2 # of county residents (not city residents)served, measured by attendance tracking and surveys
3 consistent attendance, measured by attendance tracking and surveys
4 positive feedback reflected, measured with qualitative surveys
5 referrals made by community members, measured with attendance surveys
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
RM_DEI Statement_ High Impact Funding .docx.pdf 89.15KB
Detailed budget *
Including how the total requested amount of grant would be spent.
DEI_HighImpact_2023_2024 (1).xlsx 10.88KB
Organizational chart.*
R.A.C.E. Matters Organizational Chart 2023 (1).pdf 41.64KB
Federal Tax-Exempt Status *
Copy of EIN-2021-02-04 (2).pdf 13.58KB
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R.A.C.E.Matters Organizational Chart 2023
Board of Directors
Preston Allen,President
Julie Lynem,Vice President
Renoda Campbell -Monza,Secretary
Laura Albers,Treasurer
Dr.Alexis Smith,Member at Large
Executive Director
Courtney Haile
Program Coordinator:Nalah Loman
Specialized Volunteer Support:Stephanie Allen,Dr.Elizabeth Sine
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R.A.C.E.Matters was founded in 2016 and has been a non-profit organization since 2021 –with the
mission to create artistic,cultural,educational,and social experiences that amplify Black voices and matters
of racial justice.By engaging the public through the creation of public dialogues,Black-centered social
spaces,cultural and arts events that center Black creative expressions,and racial justice educational
programming,the group has emerged as a publicly recognized local leader in matters of race relations.The
organization has led and advanced the racial justice conversation locally since its first event –A
Conversation About Race In America in 2016,as well as through its Belonging arts and culture series and
numerous other initiatives.R.A.C.E.Matters’educational resources –including the original documentary
film Restrictions Apply –invite the community at large to unpack local systemic racism.
R.A.C.E.Matters seeks funds to support programs dedicated to Health Equity and Well Being for BIPOC
Community Members through two initiatives:
Shop Talk -Advancing Health Equity and Well Being with Clinician-Led Discussion Groups:
We are seeking funds to support free,monthly,therapist and/or clinician-led discussion groups intended to foster
healing,community making,well-being,and joy.While R.A.C.E.Matters does not discriminate,the Shop Talk
program would consist of 4 monthly sessions (48 total)intended to serve community members who identify with
the following categories 1)Black-identified adults 2)Black-identified youth and/or young adults 3)BIPOC identified
adults 4)BIPOC identified youth and/or young adults.Requested Shop Talk funds would be used for 1)
compensation for clinicians 2)compensations for other healers such as breathwork practitioners,artists,culture
bearers or cultural scholars 3)facility and administrative costs to R.A.C.E.Matters directly related to the program,
and more as outlined in the budget spreadsheet.Over the past year,R.A.C.E.Matters personnel have been in
conversation and community with clinicians of color regarding the Shop Talk program,broaching subjects including
but not limited to potential program structure and community agreements.While we’ve outlined the session
categories above,we are flexible to adjust along the way and defer to expressed community needs,such as
mixed-raced or LGBTQ of color sessions,and/or if there is needed processing of national or local racial trauma.In
addition,while sessions would be clinician-led,confidential and intended to encourage healing,they would not be
a substitute for a therapeutic environment or group therapy.R.A.C.E.Matters is committed to this program and
intends to execute a pilot prior to the funding decision for this application.
Hair Fund:This particular ask around hair services is inspired by a “Back to School”braiding event at Texture
salon organized by a skilled and generous volunteer.R.A.C.E.Matters seeks funds for a hair fund that enables
local folks with financial barriers to receive hair services at Texture salon,while also allowing stylists and braiders
to be compensated for their labor.Funds are sought for stylist compensation +facility use and administrative costs
directly related to the program.R.A.C.E.Matters plans to sustain the Hair Fund with community donations.
The Shop Talk program will advance diversity,equity,and inclusion in San Luis Obispo by promoting health
and well being for Black and BIPOC residents in a safe,professionally led and culturally affirming space.While our
cities,institutions,and organizations strive towards greater representation and inclusion of Black and BIPOC
community members,we must also care and hold space for the health and well being of those who are
representing.
The Hair Fund program will advance diversity,equity,and inclusion in San Luis Obispo by providing
culturally affirming personal services to those who face financial barriers.While free hair services certainly may aid
self-esteem and be an exciting treat,protective styles such as braids and weaves,along with basic maintenance
such as texture-specific hair trimming and conditioning treatments can protect the long term condition of one’s hair.
Braided styles can also be essential for periods of limited mobility due to medical issues.
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"Shop Talk": Clinician-Led Discussion Groups Honoraria for therapists/clinicians ($100 x 48 sessions - 4 monthly
sessions)$4,800
Facility Rental (48 sessions, half day rental of $50)$2,400Admin costs directly related to project: Internet, QBO, Zoom,
Insurance (5% of ttl. RM costs)$200Staff labor directly related to program ($50/hr X 70 hours of
overall program prep, individual session prep, session debriefs, $3,500
Facility cleaning fee, ($25 x 48 sessions)$1,200Honoria for additional facilitators (ie: breathwork, artists) ($100
each for half of total sessions)$2,400
Refreshments ($25 x 48 sessions)$1,200
Marketing (printing of flyers, paid social media posts $500
Supplies for craft-based sessions ($50 X12 sessions)$600
$0
Shop Talk Program Costs $16,800
Funding towards compensating braiders to service appox.10
people for free $2,500Facility, cleaning, staff, and admin costs to provide free hair
services $700
$3,200
Total program costs $20,000
Hair Fund Program Costs
R.A.C.E. Matters SLO
HEALTH EQUITY & WELL BEING
2023/4 Program Estimated Budget
Program Costs
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DEPARTMENT OF THE TREASURY
INTERNAL REVENUE SERVICE
CINCINNATI OH 45999-0023
Date of this notice: 02-04-2021
Employer Identification Number:
86-1879181
Form: SS-4
Number of this notice: CP 575 E
RACE MATTERS SLO COUNTY
PO BOX 5215
SN LUIS OBISP, CA 93403 For assistance you may call us at:
1-800-829-4933
IF YOU WRITE, ATTACH THE
STUB AT THE END OF THIS NOTICE.
WE ASSIGNED YOU AN EMPLOYER IDENTIFICATION NUMBER
Thank you for applying for an Employer Identification Number (EIN). We assigned
you EIN 86-1879181. This EIN will identify you, your business accounts, tax returns,
and documents, even if you have no employees. Please keep this notice in your
permanent records.
When filing tax documents, payments, and related correspondence, it is very
important that you use your EIN and complete name and address exactly as shown above.
Any variation may cause a delay in processing, result in incorrect information in your
account, or even cause you to be assigned more than one EIN. If the information
is not correct as shown above, please make the correction using the attached tear-off
stub and return it to us.
When you submitted your application for an EIN, you checked the box indicating
you are a non-profit organization. Assigning an EIN does not grant tax-exempt status
to non-profit organizations. Publication 557, Tax-Exempt Status for Your
Organization, has details on the application process, as well as information on
returns you may need to file. To apply for recognition of tax-exempt status under
Internal Revenue Code Section 501(c)(3), organizations must complete a Form
1023-series application for recognition. All other entities should file Form 1024 if
they want to request recognition under Section 501(a).
Nearly all organizations claiming tax-exempt status must file a Form 990-series
annual information return (Form 990, 990-EZ, or 990-PF) or notice (Form 990-N)
beginning with the year they legally form, even if they have not yet applied for or
received recognition of tax-exempt status.
Unless a filing exception applies to you (search www.irs.gov for Annual Exempt
Organization Return: Who Must File), you will lose your tax-exempt status if you fail
to file a required return or notice for three consecutive years. We start calculating
this three-year period from the tax year we assigned the EIN to you. If that first
tax year isn't a full twelve months, you're still responsible for submitting a return
for that year. If you didn't legally form in the same tax year in which you obtained
your EIN, contact us at the phone number or address listed at the top of this letter.
For the most current information on your filing requirements and other important
information, visit www.irs.gov/charities.
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(IRS USE ONLY) 575E 02-04-2021 RACE O 9999999999 SS-4
IMPORTANT REMINDERS:
* Keep a copy of this notice in your permanent records. This notice is issued only
one time and the IRS will not be able to generate a duplicate copy for you. You
may give a copy of this document to anyone asking for proof of your EIN.
* Use this EIN and your name exactly as they appear at the top of this notice on all
your federal tax forms.
* Refer to this EIN on your tax-related correspondence and documents.
* Provide future officers of your organization with a copy of this notice.
Your name control associated with this EIN is RACE. You will need to provide
this information, along with your EIN, if you file your returns electronically.
If you have questions about your EIN, you can contact us at the phone number or
address listed at the top of this notice. If you write, please tear off the stub at
the bottom of this notice and include it with your letter. Thank you for your
cooperation.
Keep this part for your records. CP 575 E (Rev. 7-2007)
----------------------------------------------------------------------------------------------
Return this part with any correspondence
so we may identify your account. Please CP 575 E
correct any errors in your name or address.
9999999999
Your Telephone Number Best Time to Call DATE OF THIS NOTICE: 02-04-2021
( ) -EMPLOYER IDENTIFICATION NUMBER: 86-1879181
_____________________ _________________ FORM: SS-4 NOBOD
INTERNAL REVENUE SERVICE RACE MATTERS SLO COUNTY
CINCINNATI OH 45999-0023 PO BOX 5215
SN LUIS OBISP, CA 93403
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City of San Luis Obispo
Grant Recipient Report Template
Grant Name: DEI HIGH IMPACT GRANT
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
Exhibit BDocuSign Envelope ID: 2AEDBB97-E542-488A-9EED-6C3DE3186D46
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City of San Luis Obispo
To : Texture
From: Office of Diversity, Equity, and Inclusion
Date: December 7, 2023
Re: DEI High Impact Grant Exhibit C Contract
____________________________________________________________________________
As a recipient of the 2023-24 DEI High Impact Grant program and receiving partial funds for the
project listed in Exhibit A, grantee will scope their Services, as stipulated in the contract, in
proportion to the amount of funding received, if not equal to the total funding requested, so that
the reduction in magnitude of Services provided does not substantially diminish the Services’
impact in addressing the equity gap(s) and community need(s) described in the grantee’s
application. Grantee agrees to use funds for the following:
1.Funds to cover the 48 free shop talk community healing sessions.
Best,
Office of Diversity, Equity, & Inclusion
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DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and SLO HILLEL (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to one presentation for the Jews of
Color speaker series (hereinafter the “Services”) as submitted in its application to the CITY on
September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application. GRANTEE agrees to the modified scope as
set forth in Exhibit C
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $10,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
SLO HILLEL
1 Grand Ave
San Luis Obispo, CA 93407
Attn: Lauren Bandari
lauren.bandari@slohillel.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Lauren Bandari, Executive Director
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
San Luis Obispo Hillel
2) 501(c)(3) - employer identification number (if applicable)*
521844823
3) Fiscal Agent *
Lauren Bandari
4) Project/Program Name *
“Jews of Color” Speaker Series Presentation
5) Requested Amount *
$20,000.00
6) Name of Person Completing Application *
Lauren Bandari
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
1 Grand Ave
Address Line 2
City
San Luis Obispo
State/Province/Region
CA
Postal/Zip Code
93407
Country
USA
9) Phone *
(805) 295-0890
10) E-mail
lauren.bandari@slohillel.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
San Luis Obispo Hillel is the center-point of Jewish life at Cal Poly and in the San Luis Obispo community. We provide a welcoming and supportive
environment, so our students can be proud of and engaged with their Jewish heritage.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Hillel raises awareness on campus of the significance of our Jewish heritage and values. Through career-based and community-service programs,
social and cultural events, and gatherings, SLO Hillel brings Jewish students and the entire community together to enrich lives. San Luis Obispo Hillel
strives to be pluralistic and diverse though new programming. Events include hiking, music and bonfires, on-campus BBQs, off-campus retreats,
Exhibit ADocuSign Envelope ID: 53B8FFC8-6E28-47B5-89FC-8D35240B6893
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wellness activities, seminars with diverse and intriguing speakers, and dinners with other cultural and religious groups, building connections and
unity on campus and throughout the community. From 1970-2018, the organization was entirely student run. Currently, San Luis Obispo Hillel has an
Executive Director, Lauren Bandari, and an Israeli fellow, Lidar Eini, who manage day-to-day operations and outreach, expanding the scope and
overall reach of the organization.
3) Name of Executive Director *
Lauren Bandari
4) Number of paid staff (full or part-time)*
2
5) Number of volunteers *
20
6) Name of Board President or Chair *
Micah Dekofsky
7) Describe the community(ies) your organization supports *
Every day, San Luis Obispo Hillel supports Jewish young adults on campus and in the broader San Luis Obispo community, and on a deeper level, we
support the education of the entire community on the diversity and richness of Jewish culture, history and traditions. Inclusion can come only
through outreach, awareness and relationship building, and San Luis Obispo Hillel is thrilled to be at the forefront of campus and community DEI
efforts.
8) Approximate Annual Budget *
$150,000.00
9) Major Sources of Funding *
Individual Donors and Board Members (Cal Poly Alum), Hillel International grants, Jewish Agency grant
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
After a very successful event with actress Rain Pryor last year, San Luis Obispo Hillel is seeking grant funding to host another charismatic speaker to
break down stereotypes and inspire San Luis Obispo audiences in the pursuit of DEI. The speaker (TBD) would be a well-renowned Jewish person of
color – someone of the caliber of Rain Pryor – who can speak to the diversity of the Jewish identity and experience, as well as the shared social
struggles that we face in a way that is engaging and powerful. Building on the momentum from last spring’s moving talk, this dynamic speaker will
provide thought- provoking new insights into the ongoing conversations of race, ethnicity and identity, with a particular focus on the relationship
between antisemitism and systemic racism in today’s world. The impact of this speaking engagement would be expanded beyond the single event,
with a separate planned (smaller) engagement with members of campus/student leadership, and a reception with collaborating groups (in the DEI
space).
2) Total project cost *
$42,000.00
3) Requested Amount *
$20,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
We’ve seen a stunning rise in antisemitism in our city and county, and as Dan Miesel, Regional Director of ADL Santa Barbara/Tri Counties noted, “the
best response to hate is a combination of communal condemnation and meaningful engagement.” This free speaking event, with its proven track
record, is an ideal opportunity to engage in this conversation in a way that will help attendees recognize and challenge antisemitism and all forms of
racial and ethnic hatred - wherever they see it - in our community and beyond.
Additionally, we will be expanding our impact through a reception with partner organizations, and a separate intimate talk with student leadership
(student organization leadership, student government, etc.) on campus, made possible through a separate grant we received through the Taubman
Symposium grant. These two separate events would provide additional valuable opportunities for dialogue and discussion.
This year, we have begun expanding our outreach to build support through collaboration (financial and promotional) to some of the key leaders in
this space - NAACP, Race Matters, Cal Poly DEI, and the Jews of Color Initiative. The goal is to grow our attendee numbers, attract a speaker with a
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higher honorarium cost, and increase our impact.
The speaking event would be a special feature presentation under the Jewish Festival of Learning umbrella. The Jewish Festival of Learning is a
community-wide celebration of Jewish life and education on antisemitism for the Central Coast. This event occurs at the end of January/early
February, coinciding with International Holocaust Remembrance Day. The Jewish Festival of Learning features a diverse range of authors, scholars,
podcasters, and other luminaries, and has been well-attended in past years, reaching around 800 participants during the 2022 event.
A speaker who has experienced antisemitism and racism based on the color of their skin or appearance would be able to speak to the impact of
both and share how these experiences are interconnected. Through educational opportunities like this, we can target its root cause, and make our
community and world more inclusive.
San Luis Obispo Hillel believes that a dynamic speaker who is a Jew of color would be the best mouthpiece to deliver this message to the San Luis
Obispo community and enlighten our residents to the diversity of the Jewish identity, how this perspective and understanding can fit into existing DEI
efforts by deconstructing harmful stereotypes, and how to fight back against antisemitism and other forms of racism have impacted generations of
diverse peoples.
After the success of last year’s Rain Pryor event, we believe that we can attract an even larger audience, and that the presentation’s powerful impact
will resonate throughout the community and beyond. It is important to note that this keynote program will NOT be a religious program or feature
religious practices of any kind, in accordance with the guidelines of this grant.
5) Describe the community/population the project/program will support *
This speaker event will be free and open to the public, with a target audience of San Luis Obispo residents (of all ages). The event will be hosted at a
San Luis Obispo movie theatre or a similar sized venue that is easily accessible to all residents.
6) Describe the equity gaps and community needs this project/program will address *
To the average person, the perception of Jewish identity is “whitewashed” and generalized, and the rich diversity of Jewish identity is often
overlooked. Just as the Black community is not a monolith, the same is true for the Jewish community, and both share a unique history of racial
oppression in this country and others. Jewish people descend from ancient communities in Ethiopia, India, and China, and today with increasing
numbers of interracial marriages, some experts estimate that up to 15 percent of American Jews are Jews of color.
Yet even those perceived as “white” Jews understand that their privilege ends at the point where antisemitism begins. Many define the Jewish identity
solely in religious terms, but Jews are more than just a religious group and the racism they face is much more surface level than their beliefs.
Historically, Jews have been designated as “a people apart”; Jews were, and continue to be, characterized as distinct or different – harassed, derided
and hated for being Jews. And as a result, they have been plagued with racism throughout their 4000-year history – racism that has ultimately led to
oppression and genocide in the last century, and a legacy of antisemitism, that persists even in our very own county.
We would like to bring this issue to light through the perspective of a diverse, captivating speaker, who is both ethnically Jewish and a person of
color, and frame it within the broader DEI context of denouncing all forms of racism, breaking down stereotypes and uniting our community against
intolerance and hatred.
7) Provide timeline for project *
-October – November 2023: Planning/Logistics; Initial Promotion
-December 2023 – January 2024: Early Promotion Continues; Media Blitz to all local and regional outlets
-Late January/Early February 2024: Paid Social Promotion Begins (Facebook/Instagram Ads); Event Execution
8) List any partnerships/collaborations that are supporting this project/program and their roles *
-NAACP San Luis Obispo County: Local Promotional Support, leveraging connections to attract larger- name speakers
-Jews of Color Initiative: Speaker suggestions
-ADL: Publicity support
-JCC Federation: Financial Support, Outreach
-AEPi: Financial Support, Outreach
9) Describe your plan for sustainability beyond the City’s one-year award funding *
Ultimately, the goal is to continue to build this up as an annual series, so that the community can hear from diverse perspectives. We would continue
the momentum of last year ’s successful event by working with other organizations that are looking to achieve a similar end goal (Anti-Defamation
League, NAACP, Jews of Color, etc). However, we believe the City’s support and endorsement of this special keynote presentation will help it gain the
attention of local community groups to sustain similar events like it in the future.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
We plan to advertise the event through traditional means and social media advertising:
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• Posters and other direct outreach to frequented venues throughout the City, Cal Poly and Cuesta College
• Communications sent to high school teachers and college (Cal Poly/Cuesta College) professors to share with their students
• Communications sent to local DEI groups (to reach diverse audiences) and SLO-based community groups
• Local media blitz and press releases
• Targeted Facebook and Instagram ad campaigns focused on the City of San Luis Obispo, as well as Cal Poly, and Cuesta College
11) Est. Number of people served through this project/program *
750
12) Est. Number of SLO City Residents served through this project/program *
600
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
750 Number of Total Keynote Presentation & Other Session Attendees
600 Number of SLO City Residents Served
70 Net Promoter Score from Survey Responses Showing Favorable Impact
70 % of "Yes" Responses in Post-Event Survey to the Question "Did this speaker change your perspective?"
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
DEI Statement_SLO Hillel.pdf 81.08KB
Detailed budget *
Including how the total requested amount of grant would be spent.
DEI Impact Grant Budget.pdf 94.47KB
Organizational chart.*
Org Chart - SLO Hillel.pdf 62.76KB
Federal Tax-Exempt Status *
Exemption 9.17.98.pdf 2.08MB
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SLO Hillel - Organizational Chart
Lauren Bandari
Executive Director
Lidar Eini
Israeli Fellow
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San Luis Obispo Hillel – DEI Statement
In alignment with the City of San Luis Obispo’s commitment to making San Luis Obispo a more
welcoming, equitable, and inclusive city for all, we believe it’s critical that we educate our community on
the complexity of the Jewish identity. Only by doing so can we truly enhance the sense of belonging for
all people in our community. We’re all in this together, and antisemitism is still present today in part
because of a failure of our society to reflect upon the tragedies caused by antisemitism in the past and
to say “never again” – both to antisemitism specifically, and to racism in general. On a broader level,
San Luis Obispo Hillel is all about building community, and this starts with inclusion. We never turn away
those who have a sincere desire to learn about our culture and values, and we challenge those who have
misguided preconceptions and beliefs – about any person. Inclusion can come only through outreach,
awareness and relationship building, and San Luis Obispo Hillel is thrilled to be at the forefront of
campus and community DEI efforts.
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Jews of Color - Event Budget
Total Cost
Amount Requested
from City of SLO
Speaker Honorarium $25,000 $15,000
Main Event Venue Costs $2,000 $2,000
Speaker Travel Costs $2,000 $0
Paid Social Media Advertising $1,000 $0
Private Event Security $1,000 $1,000
Photographer/Videographer $1,000 $0
Meet & Greet Reception Costs $4,000 $2,000
On-Campus Event at Cal Poly
(Venue & Other Costs)$6,000 $0
Total Budget $42,000
Total Requested from City $20,000
Total Committed by Other Sources 6,000.00$
Remaining Funded/Fundraised by SLO Hillel
& Partner Organizations $16,000.00
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Amount Committed
by Other Sources
6,000.00$
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City of San Luis Obispo
Grant Recipient Report Template
Grant Name: DEI HIGH IMPACT GRANT
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
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City of San Luis Obispo
To : SLO Hillel
From: Office of Diversity, Equity, and Inclusion
Date: December 7, 2023
Re: DEI High Impact Grant Exhibit C Contract
____________________________________________________________________________
As a recipient of the 2023-24 DEI High Impact Grant program and receiving partial funds for the
project listed in Exhibit A, grantee will scope their Services, as stipulated in the contract, in
proportion to the amount of funding received, if not equal to the total funding requested, so that
the reduction in magnitude of Services provided does not substantially diminish the Services’
impact in addressing the equity gap(s) and community need(s) described in the grantee’s
application. Grantee agrees to use funds for the following:
1.Funds to cover one (1) presentation for the Jews of Color Speaker Series
Best,
Office of Diversity, Equity, & Inclusion
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DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and SLO Museum of Art (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to free exhibitions showcasing
underserved and excluded communities (hereinafter the “Services”) as submitted in its
application to the CITY on September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application. GRANTEE agrees to the modified scope as
set forth in Exhibit C
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $9,424.38, to be
used for the Services as described in the Application. The grant will be paid in one
installment when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
SLO Museum of Art
1010 Broad St.
San Luis Obispo, CA 93401
Attn: Erica Ellis
eellis@sloma.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Erica Ellis, Operations & Collections Manager
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
San Luis Obispo Museum of Art
2) 501(c)(3) - employer identification number (if applicable)*
95-6134270
3) Fiscal Agent *
San Luis Obispo Museum of Art
4) Project/Program Name *
Expanding Equity in Exhibitions
5) Requested Amount *
$20,000.00
6) Name of Person Completing Application *
Erica Ellis
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
1010 Broad Street
Address Line 2
City
San Luis Obispo
State/Province/Region
CA
Postal/Zip Code
93401
Country
USA
9) Phone *
(805) 543-8562
10) E-mail
eellis@sloma.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
Art Matters: We enrich our community by using art as a doorway to deeper insight and connection.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
The San Luis Obispo Museum of Art (SLOMA) is a 501c3 nonprofit organization located in the heart of San Luis Obispo’s arts and culture district.
SLOMA is led by a volunteer Board of Directors and a professional staff of 7 dedicated and talented individuals.
SLOMA contributes to the arts and culture of San Luis Obispo by presenting high-caliber art exhibitions and public art projects, engaging visual arts
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events, and impactful arts education for youths and adults. Our admission and public programs are all offered as a free community service. Our
Vision is to bring people together through art.
3) Name of Executive Director *
Leann Standish
4) Number of paid staff (full or part-time)*
7
5) Number of volunteers *
20
6) Name of Board President or Chair *
Barbara Bell
7) Describe the community(ies) your organization supports *
SLOMA serves the diverse communities of San Luis Obispo County, primarily the residents, workers, and visitors of the City of San Luis Obispo.
8) Approximate Annual Budget *
$951,000.00
9) Major Sources of Funding *
Major sources of funding include museum memberships, private donations, private and civic grants, and corporate giving.
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
Grant funds will support two exhibitions showcasing artists from historically underserved and excluded communities, as well as free public
programming for youths and adults presented in collaboration with local community partners.
The first exhibition, by artist Maria Molteni, will build upon a prior collaboration with the City of San Luis Obispo as part of the “Art in Public Places”
program and will launch in June 2024 in SLOMA’s McMeen Gallery.
The second exhibition, a group show of BIPOC artists from the Central Coast and greater California, will explore historic segregation within California
surf communities and highlight the BIPOC and LGBTQIA+ communities that have long been excluded from beaches and beach communities. The
exhibition will launch in July 2024 in SLOMA’s Gray Wing.
We anticipate the exhibitions will be visited by 10,000-15,000 people, with additional engagement through programs and events. The goals of this
project include increasing the representation of artists from historically excluded communities and providing opportunities for community gathering
and storytelling to enhance a sense of belonging.
2) Total project cost *
$45,000.00
3) Requested Amount *
$20,000.00
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
DEI High Impact grant funds will support an exhibition by artist Maria Molteni tentatively titled “Celestial Antiphony,” as well as complementary
public programs for adults and youths. Molteni (They/She) is a queer transdisciplinary artist and educator. Their practice has grown from formal
studies in Painting, Printmaking, and Dance to incorporate research, ritual, and play-based collaboration. Exploring seemingly separate areas of
study—athletics, craft, feminism, spiritualism, and queerness—they seek to interrupt binary thinking, crossing otherwise siloed communities and
research. They engage in extensive research to gather imagery from academic, folkloric, and mystical/spiritual sources. In 2010 they founded the
international queer/feminist collective New Craft Artists in Action.
Molteni’s exhibition will build upon “Seven Sisters (Celestial Subduction),” their successful 2021 mural in downtown SLO that was a joint project
between the Museum of Art and the City of SLO. The exhibition will explore themes around queerness and faith, and complementary public
programs will incorporate the themes and media of the exhibition in active, tactile modalities. Molteni’s experience with youth education and
queer/feminist coalition building will influence the exhibition and programs to thoughtfully engage members of the LGBTQIA+ communities on the
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Central Coast. The exhibition will be complemented by public programming in collaboration with the Gala Pride and Diversity Center.
DEI High Impact grant funds will also support a group exhibition of California and Central Coast-based visual artists exploring hidden surf
communities. Coastal California is the land of sun, sand, and surf. It is ingrained into the lifestyle, sold to tourists and residents alike so much so that
if you conduct an internet search for “California surfer” you will be inundated by pictures of men and women who are overwhelmingly cisgender,
young, and white. However, these images do not reflect reality and exclude many historically underrepresented communities, including BIPOC and
LGBTQIA+, sending the message that surfing isn’t for them. This community is particularly conducive to hosting an exhibition that explores the in-
group/out-group aspects of a sport—a lifestyle—so fraught with these specific concerns.
The exhibition, whose working title is simply “The Surf Show,” will build upon the photojournalistic work of Southern California BIPOC artist Gabriella
Angotti-Jones whose “I Just Wanna Surf ” book highlights Black female and non-binary surfers as well as other unseen or outright ignored
communities that ride the waves off the Golden State. The exhibition will explore the history of California surfing from a socio-political perspective
through the work of other artists from across California, including San Luis Obispo County, that represent the impacted communities. This project is
especially applicable to San Luis Obispo and the greater Central Coast, home to some of the best surf spots in the state.
San Luis Obispo-based BIPOC artist Shea Somma will also be included in the exhibition and is collaborating with SLOMA’s Chief Curator to bring
together 10-15 additional Central Coast visual and surfcraft artists from historically excluded communities to be included in the exhibition and in
public programs, including a surfboard swap event on SLOMA’s lawn area adjacent to Mission Plaza. The exhibition, running from July to September
2024, will be accompanied by a series of public programs including a “Surf Shorts” mini film festival and a discussion panel with artists and content
experts from project partner California Polytechnic University, San Luis Obispo's faculty and Office of University Diversity and Inclusion.
Both exhibitions will be complemented by free public programming including docent tours, school group tours, YMCA kids camp tours and art
activities, family art days, digital and in-person educational materials, and an accessible and multi-lingual mobile app. All exhibition and educational
materials will be presented in both English and Spanish, and exhibition signage will conform to ADA accessibility recommendations.
5) Describe the community/population the project/program will support *
The exhibitions and public programming will intentionally engage BIPOC and LGBTQIA+ communities through the integration of artists and
grassroots organizations that identify with these communities and art reflecting their lived experiences. By building partnerships with content
experts and grassroots organizations directly serving these underrepresented communities, we will be able to deeply impact audiences in a
respectful and collaborative manner. Public events held in collaboration with these project partners will also provide opportunities for community
gathering and story sharing.
Through our continuing partnership with the YMCA of SLO County, SLOMA will host interactive group tours and guided art activities for YMCA
summer camps serving youths from Grover Beach, Los Osos, and San Luis Obispo. Grover Beach and Los Osos in particular are beach-adjacent
towns with significant historically underserved populations, making our onsite and offsite guided programming for this project especially significant.
The art activities will be inspired by the exhibitions and incorporate tactile, auditory, and visual learning modalities to engage children with different
learning strengths and will also be presented in both English and Spanish to engage bilingual/multilingual students.
6) Describe the equity gaps and community needs this project/program will address *
The exhibitions and public programming in this project will address a need at SLOMA, in our community, and in cultural institutions across the
nation: increasing the diversity in the artists exhibited. SLOMA was founded in the late 1960s as the volunteer-run San Luis Obispo Art Center by, and
primarily to exhibit the works of local visual artists. For a long time, white male artists represented most of the work in the exhibitions. Over the
years, the representation of female artists and artists of color gradually increased, though the balance was still remarkably unequal. In 2011, the Art
Center became the Museum of Art and we began to build a trained curatorial staff. Over the past decade, we have made the concerted effort to
engage more historically excluded artists, to listen to stakeholders, and to build collaborative partnerships with organizations that directly serve
historically excluded communities. These efforts have resulted in new programs and exhibitions uplifting the voices and perspectives of diverse
artists, especially since our May 2021 post-COVID reopening. In late 2021, we completed our first IMLS/AAM Museum Assessment Program project,
which has had an immense influence on our programs and strategic planning. In early 2022, SLOMA’s Board of Directors and staff collaborated with
a DEI consultant to craft the Museum’s Strategic Plan intentionally focused on improving our practices and setting goals for equity, access, and
inclusion. Our IDEA (Inclusion, Diversity, Equity, and Access) statement was formally adopted in 2022 and is now available on our website. We
recognize that we still have a lot of work to do, and that these exhibitions and programs represent only one step in the long journey toward equity,
but SLOMA’s staff and board are committed to expanding access to, and participation in, the visual arts for historically excluded communities and
artists.
As mentioned previously, the work of advancing diversity is something that the entire cultural industry needs to address. According to a 2018 joint
investigation by In Other Words and artnet News, since 2008, less than 8% of exhibitions at 30 prominent US museums sampled featured work by
African-American artists. While US museums are starting to engage more with artists from historically excluded communities, many larger museums
tend to focus their exhibitions and resources on a small number of known names, to the detriment of emerging artists. This lack of equity in
exhibitions translates into a lack of diversity in audiences, who do not see themselves represented on gallery walls: in a recent report on museum
participation, researchers found that cultural representation is a “primary motivator” for BIPOC and other historically excluded groups to visit
museums.
It is because of such sobering statistics as these that one of our Strategic Plan’s top goals is to ensure that our exhibitions, programming, and
communications are diverse, accessible, and inclusive by showcasing a variety of perspectives and elevating the voices and histories of
underrepresented artists.
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The target populations for direct services are primarily adults and families in the CIty of San Luis Obispo, and SLOMA staff will intentionally engage
audiences from regional BIPOC and LGBTQIA+ communities. The artists themselves identify as members of the BIPOC and LGBTQIA+ communities
and will drive engagement strategies in partnership with SLOMA. Outreach strategies will be directed by the artists, cultural partners, and the Chief
Curator.
7) Provide timeline for project *
• Pre-exhibition curatorial collaboration with artist Maria Molteni and partner orgs, Mar-Jun 2024
• Pre-exhibition curatorial collaboration with Surf Show artists and partner orgs, Apr-Jul 2024
• Exhibition marketing and collaborations with fellow nonprofits/grassroots orgs, led by SLOMA’s curatorial staff members, May-Sept 2024
• Preparation and installation of the exhibitions by our preparator, the artist, and Cal Poly interns, Jun-Jul 2024
• Public programming launched in collaboration with community organizations and partners, Jun-Sept 2024.
• Weekly free docent tours of the exhibition will be led by SLOMA’s trained docents, Jun-Nov 2024. "Second Saturdays," a free family art-making
day with art activities inspired by the exhibitions, Jun and Sept 2024.
• YMCA youth group tours and art activity events, led by SLOMA’s Chief Curator, Jun-Aug 2024
• School group VTS tours and art activities, led by SLOMA’s Chief Curator, Sep-Nov 2024
• "First Fridays," a free monthly event with exhibition receptions and community partner events, Jun-Nov 2024.
• Surf Show programs, including panel discussion, surf shorts film fest, and surfboard swap, Jul-Nov 2024.
8) List any partnerships/collaborations that are supporting this project/program and their roles *
SLOMA will partner with the Gala Pride and Diversity Center for the Maria Molteni exhibition. Gala will participate in SLOMA’s monthly "First Fridays"
program and provide promotional assistance as part of their Pride Month festivities around the City of San Luis Obispo. Additional collaboration and
cross-promotion opportunities are currently being discussed between Gala, SLOMA, and the artist.
As part of the Surf Show exhibition, SLOMA will partner with the Cal Poly Office of University Diversity and Inclusion. Cal Poly OUDI will provide
promotional and programming assistance, as well as provide translation services for the exhibition and related materials. Representatives from Cal
Poly OUDI and additional faculty from the university will promote and also participate in an artist’s panel discussion (presented for free and open to
the public) that will take place shortly after the exhibition launch.
Through our continuing partnership with the YMCA of SLO County, SLOMA will host interactive group tours and guided art activities during both
exhibitions for YMCA summer camps serving youths from Grover Beach, Los Osos, and San Luis Obispo. All three camps come from beach-adjacent
towns and serve historically underserved populations, making our onsite and offsite guided programming for both exhibitions especially significant.
SLOMA has confirmed the above-named partnerships and we have worked with these organizations on previous DEI initiatives and programs.
9) Describe your plan for sustainability beyond the City’s one-year award funding *
This project only requires one-year award funding as the exhibitions will end before December 2024. However, both exhibitions will be archived on
SLOMA’s website which is supported through SLOMA’s operations budget.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
SLOMA will promote the events through the City of San Luis Obispo’s tourism website, VisitSLO , as well as other digital, television, radio, and print
outlets including The New Times, VisitSLOCAL, KSBY 6 News, KCBX radio, Facebook, Instagram, and SLO LIFE Magazine. A pre-launch promotional
postcard for the Surf Show will be mailed to local SLOMA members. Promotions will include the logos of exhibition sponsors. Promotions with
sponsor logos will also be sent to SLOMA’s email list of over 3800 throughout both exhibitions; most people on SLOMA’s email list are from the City
and County of San Luis Obispo.
11) Est. Number of people served through this project/program *
We anticipate between 10,000-15,000 people will tour these exhibitions and participate in associated public programming.
12) Est. Number of SLO City Residents served through this project/program *
Based on past audience surveys, we anticipate approximately 8,000 adults viewing the exhibitions will be San Luis Obispo City residents. We
anticipate another 300-400 youths from the City of SLO will participate in school tours, family art days, and YMCA events.
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
800 Number of SLO City residents served through the exhibitions
DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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300 Number of K-12 children from City of SLO served through youth-oriented programming
10 Percentage increase in engagement from audiences identifying as BIPOC or LGBTQIA+
10 Number of BIPOC or LGBTQIA+ artists gaining valuable industry experience to further their careers
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
IDEA Statement SLOMA.pdf 85.33KB
Detailed budget *
Including how the total requested amount of grant would be spent.
Project budget.pdf 124.17KB
Organizational chart.*
SLOMA Org Chart 2023.pdf 214.34KB
Federal Tax-Exempt Status *
SLOMA 501c3_combined.pdf 106.57KB
DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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BOARD OF DIRECTORS
Leann Standish
EXECUTIVE DIRECTOR
Emma Saperstein
CHIEF CURATOR
Erica Ellis
OPS & COLLECTIONS
Lena Rushing
VISITOR SERVICES
Rowan Waters
ADMIN ASST.
Taylor Owens
PREPARATOR
Mac Wilkinson
CURATORIAL ASST.
VOLUNTEERS
DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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SLOMA is committed to Inclusion, Diversity, Equity, and Access (IDEA) in all aspects of
our work. We have a responsibility to build authentic and affirming relationships with
members of every community we serve. We are committed to creating welcoming
spaces that foster safety and belonging within our museum and gathering places.
INCLUSION
We define Inclusion as the ongoing and intentional work to ensure SLOMA is a
welcoming space for visitors, volunteers, artists, and staff of all backgrounds, identities,
abilities, and cultural beliefs. The mere presence of difference alone does not ensure
inclusion; Inclusion requires people to value, respect, and accept diversity.
DIVERSITY
We define Diversity as the representation or the presence of difference (including but
not limited to race and ethnicity, gender and gender identity, sexual orientation, social
class, language, culture, national origin, religion, age, (dis)ability status) and value
difference/diversity for the positive impact it can make in any organization or community.
EQUITY
We define Equity as promoting fair and just treatment of all community members by
identifying and removing structural barriers that have prevented the full participation of
historically and currently underrepresented groups. Tackling equity issues requires an
understanding of the underlying or root causes of outcome disparities within our society.
ACCESS
We define Access as the design of programs, products, devices, services, or
environments with the goal of meeting the needs of all visitors, volunteers, artists, and
staff to ensure full participation in SLOMA programming.
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SLOMA se compromete a promover la inclusión, la diversidad, la equidad y el acceso
(IDEA) en todos los aspectos de su trabajo. Es nuestra responsabilidad entablar
relaciones auténticas y afirmativas con los miembros de todas las comunidades a las
que ofrecemos nuestros servicios. Nos comprometemos a crear espacios abiertos que
fomenten la seguridad y la pertenencia a nuestros museos y lugares de reunión.
INCLUSIÓN
Definimos la Inclusión como el trabajo continuo e intencionado para garantizar que
SLOMA sea un espacio cálido para visitantes, voluntarios, artistas y personal de todos
los orígenes, identidades, capacidades y creencias culturales. La sola presencia de la
diversidad no garantiza la inclusión; la inclusión implica que las personas valoren,
respeten y acepten la diversidad.
DIVERSIDAD
Definimos la Diversidad como la representación o la presencia de la diferencia
(incluidos, entre otros, la raza y la etnia, el género y la identidad de género, la
orientación sexual, la clase social, la lengua, la cultura, el origen nacional, la religión, la
edad y el estado de (dis)capacidad) y valoramos la diferencia/diversidad por el impacto
positivo que puede tener en cualquier organización o comunidad.
EQUIDAD
Definimos la equidad como la promoción de un trato justo y equitativo para todos los
miembros de la comunidad mediante la identificación y eliminación de las barreras
estructurales que han impedido la plena participación de los grupos históricamente y
escasamente representados en la actualidad. Abordar las cuestiones de equidad exige
comprender las causas subyacentes o profundas de las disparidades de resultados en
nuestra sociedad.
ACCESO
Definimos el acceso como el diseño de programas, productos, dispositivos, servicios o
ambientes con el objetivo de satisfacer las necesidades de todos los visitantes,
voluntarios, artistas y personal para garantizar la plena participación en la
programación de SLOMA.
DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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ADVANCING DEI IN THE CITY OF SLO
This project will complement the City of San Luis Obispo’s DEI initiatives by providing
space and opportunities for historically underserved and excluded communities to
gather, affirm each other, and share their experiences. Public programming provided
through this project will also advance the City’s education and inclusion priorities,
increase engagement with the arts, and increase a sense of belonging for BIPOC and
LGBTQIA+ communities.
DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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PROJECT BUDGET AND GRANT ALLOCATION SAN LUIS OBISPO MUSEUM OF ART
Item Budgeted DEI Grant Allocation
Gallery preparation, signage, and
exhibition materials; artwork shipping &
insurance; artist honorariums & travel
$4,050 $1,400
Translation & ADA accommodation svcs $200 $100
Public programming $1,100 $1,000
Marketing and promotions $3,250 $1,700
Staff time $9,000 $3,000
GRAND TOTALS $17,600 $7,200
Item Budgeted DEI Grant Allocation
Gallery preparation, signage, and
exhibition materials; artwork shipping &
insurance; artist honorariums & travel
$5,000 $2,500
Translation & ADA accommodation svcs $300 $200
Public programming $4,000 $3,600
Marketing and promotions $5,100 $2,500
Staff time $13,000 $4,000
GRAND TOTALS $27,400 $12,800
PROJECT TOTAL BUDGET $45,000 $20,000
Maria Molteni: Celestial Antiphony
The Surf Show
DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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DocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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City of San Luis Obispo
Grant Recipient Report Template
Grant Name: DEI HIGH IMPACT GRANT
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
Exhibit BDocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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City of San Luis Obispo
To : SLO Museum of Art
From: Office of Diversity, Equity, and Inclusion
Date: December 7, 2023
Re: DEI High Impact Grant Exhibit C Contract
____________________________________________________________________________
As a recipient of the 2023-24 DEI High Impact Grant program and receiving partial funds for the
project listed in Exhibit A, grantee will scope their Services, as stipulated in the contract, in
proportion to the amount of funding received, if not equal to the total funding requested, so that
the reduction in magnitude of Services provided does not substantially diminish the Services’
impact in addressing the equity gap(s) and community need(s) described in the grantee’s
application. Grantee agrees to scope Services as required by the new allocated dollar amount.
Best,
Office of Diversity, Equity, & Inclusion
Exhibit CDocuSign Envelope ID: 102484B1-7460-40E9-A7B9-BF091B7BA57D
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Certificate Of Completion
Envelope Id: 102484B1746040E9A7B9BF091B7BA57D Status: Completed
Subject: Complete with DocuSign: SLO Museum of Art DEI High Impact Grant 23-24 Contract.pdf
Department:
Supplier:
Source Envelope:
Document Pages: 17 Signatures: 3 Envelope Originator:
Certificate Pages: 5 Initials: 0 Daniel Clancy
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
990 Palm Street
San Luis Obispo, CA 93422
dclancy@slocity.org
IP Address: 104.129.202.86
Record Tracking
Status: Original
12/13/2023 5:11:19 PM
Holder: Daniel Clancy
dclancy@slocity.org
Location: DocuSign
Signer Events Signature Timestamp
Erica Ellis, SLOMA
eellis@sloma.org
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 97.84.123.94
Sent: 12/13/2023 5:13:16 PM
Viewed: 12/14/2023 8:23:17 AM
Signed: 12/14/2023 8:25:17 AM
Electronic Record and Signature Disclosure:
Accepted: 12/14/2023 8:23:17 AM
ID: 047c162b-c568-4752-84d3-0bc57a970442
Markie Kersten for Christine Dietrick
mkersten@slocity.org
Assistant City Attorney
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 104.129.202.82
Sent: 12/14/2023 8:25:18 AM
Resent: 1/3/2024 12:40:04 PM
Resent: 1/22/2024 7:49:24 PM
Viewed: 1/23/2024 9:19:43 AM
Signed: 1/23/2024 9:20:35 AM
Electronic Record and Signature Disclosure:
Accepted: 1/23/2024 9:19:43 AM
ID: 723d8234-8ff8-4ff9-bc4c-b6933b0bc063
Greg Hermann for Derek Johnson
ghermann@slocity.org
Deputy City Manager
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 104.129.202.95
Sent: 1/23/2024 9:20:36 AM
Viewed: 1/23/2024 10:15:58 AM
Signed: 1/23/2024 10:16:56 AM
Electronic Record and Signature Disclosure:
Accepted: 1/23/2024 10:15:58 AM
ID: 181b0c20-eeb8-43e5-be61-1878fd5fe9ed
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
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Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Erica Ellis, SLOMA
eellis@sloma.org
Security Level: Email, Account Authentication
(None)
Sent: 1/23/2024 10:16:57 AM
Electronic Record and Signature Disclosure:
Accepted: 12/14/2023 8:23:17 AM
ID: 047c162b-c568-4752-84d3-0bc57a970442
Matt Melendrez
mmelendr@slocity.org
Security Level: Email, Account Authentication
(None)
Sent: 1/23/2024 10:16:58 AM
Electronic Record and Signature Disclosure:
Accepted: 12/4/2023 8:53:32 AM
ID: d03156ca-f732-4a13-b71c-48b997c994d0
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 12/13/2023 5:13:16 PM
Certified Delivered Security Checked 1/23/2024 10:15:58 AM
Signing Complete Security Checked 1/23/2024 10:16:56 AM
Completed Security Checked 1/23/2024 10:16:58 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
Page 134 of 477
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
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Electronic Record and Signature Disclosure created on: 5/10/2017 10:25:58 AM
Parties agreed to: Erica Ellis, SLOMA, Markie Kersten for Christine Dietrick, Greg Hermann for Derek Johnson, Erica Ellis, SLOMA, Matt Melendrez
Page 135 of 477
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Page 137 of 477
DIVERSITY EQUITY INCLUSION HIGH IMPACT GRANT 23-24
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and San Luis Obispo County UndocuSupport (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to 14 “how to” videos in English,
Spanish, and Mixteco on accessing various resources and services in the City of San Luis Obispo
and SLO County (hereinafter the “Services”) as submitted in its application to the CITY on
September 3, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from January
1, 2024 to December 31, 2024. GRANTEE shall not exclude from its Services any potential
participants based on membership in any protected class.
2. GRANTEE will provide CITY with a mid-year report, due July 10, 2024, and final program
report, due January 10, 2025, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto. Failure to provide
the mid-year or final program report may disqualify GRANTEE from future CITY grant
programs or other financial aid.
3. GRANTEE will scope their Services in proportion to the amount of funding received, if not
equal to the total funding requested, so that the reduction in magnitude of Services provided
does not substantially diminish the Services’ impact in addressing the equity gap(s) and
community need(s) described in the Application.
4. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
5. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
DocuSign Envelope ID: 3F12C47C-BBDD-4536-8751-869DAD153F8B
1/23/2024 | 3:40 PM PST
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6. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $39,775.62, to be
used for the Services as described in the Application. The grant will be paid in one
installment when a signed contract is received.
7. The CITY may terminate this agreement if 1) the funds appropriated for this Grant program
are no longer available, or 2) upon GRANTEE’S breach of this Agreement, including but not
limited to the description of Services incorporated herein as Exhibit A. Upon GRANTEE’s
alleged breach, CITY shall notify GRANTEE in writing of the breach. If GRANTEE fails to
cure the breach within ten (10) days of receiving the notice, this Agreement shall be
terminated.
7.1.If the Agreement is terminated due to GRANTEE’s breach, any funds not expended
by GRANTEE in performance of the Services at the time of termination = shall revert
to CITY within 30 days of said termination.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
San Luis Obispo County UndocuSupport
550 Dana St.
San Luis Obispo, CA 93401
Attn: Heidi McPherson
heidi@cfsloco.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Heidi McPherson, CEO
DocuSign Envelope ID: 3F12C47C-BBDD-4536-8751-869DAD153F8B
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CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TO FORM:
By: ________________________________________
Christine Dietrick, City Attorney
DocuSign Envelope ID: 3F12C47C-BBDD-4536-8751-869DAD153F8B
Page 140 of 477
DEI High Impact Grant
23-24 Application
Part 1 Basic Information
1) Organization Name *
San Luis Obispo County UndocuSupport
2) 501(c)(3) - employer identification number (if applicable)*
77-0496500
3) Fiscal Agent *
The Community Foundation San Luis Obispo County
4) Project/Program Name *
San Luis Obispo County UndocuSupport
5) Requested Amount *
$39,775.62
6) Name of Person Completing Application *
Chelsea Ruiz
7) Name of Person for Grant Communication for Grant Cycle (if different from above)
8) Organization Mailing Address *
Street Address
550 Dana St.
Address Line 2
City
San Luis Obispo
State/Province/Region
CA
Postal/Zip Code
93401
Country
United States
9) Phone *
8013189478
10) E-mail
UndocuSupport@cfsloco.org
Part 2 Organizational Information
1) Purpose/Mission Statement *
To provide and connect resources, support and advocacy for and with immigrant families in San Luis Obispo County in order to make meaningful
impact and true system change.
2) Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Purpose:
San Luis Obispo County UndocuSupport strives to meet the basic needs of immigrant families to allow them to be healthy and thrive in the
challenging environment of disproportionate impacts of disasters and beyond, layered over years of systemic racism. UndocuSupport seeks to
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improve access to basic health and social services, and provide support to allow families to work, attend school, and care for children.
Guiding Principles:
Driven by the community, Maximize existing resources, Fill critical gaps, and Stand up & speak out
Primary Activities / Focus Areas:
1) Aid for urgent, critical needs
Provide financial and other support to local undocumented and other immigrant families who have limited access to resources. Ensure that our
partners can meet immediate and ongoing critical needs to reduce vulnerability and fill the gaps in resources.
2) Integrated and streamlined access to and delivery of services for undocumented and other immigrants
Harness our collective strength by supporting the collaboration, coordination and effectiveness of existing and emerging providers to maximize
resources, ensure efficient aid distribution, build resiliency and spur system change.
3) System change
Go beyond meeting immediate needs and address the root causes of inequities faced by undocumented and other immigrants. Leverage our
resources and deploy strategies that strengthen this community ’s voice, increase awareness, and grow the critical mass needed to influence decision
makers and bring real system change.
4) Fiscal and operational sustainability
Ensure the success, resiliency, and sustainability of this work. Employ traditional and innovative approaches to structure, leadership, and fundraising.
Remain realistic about scope, planning and operations given the social and political challenges in funding this mission.
Operating Structures:
UndocuSupport is a funded program of The Community Foundation San Luis Obispo County which serves as its fiscal sponsor and provides all
financial and administrative oversight and support. The organizational structure consists of an Executive Committee comprised of a Chair, Vice
Chair, and Treasurer which provide vision, leadership, and oversight. A Leadership Council of 11-13 members meets monthly to direct the program
and provide support. UndocuSupport also works with and benefits from the collective wisdom of a wider coalition of nonprofits, community
organizations, government agencies, volunteers and community members, and others.
3) Name of Executive Director *
Chelsea Ruiz, Program Manager
4) Number of paid staff (full or part-time)*
1
5) Number of volunteers *
Approx. 30
6) Name of Board President or Chair *
Rita Casaverde, Executive Committee Chair
7) Describe the community(ies) your organization supports *
SLO County UndocuSupport serves local immigrant families, focusing on undocumented and indigenous immigrants.
8) Approximate Annual Budget *
$128,000.00
9) Major Sources of Funding *
UndocuSupport’s major funding sources include grants and gifts:
Grants:
1) $55,000
Source: CenCal Housing and Homeless Incentive Program
Grant ends: Oct. 31, 2023
2) $10,000
Source: The Community Foundation San Luis Obispo County
Grant ends: Nov. 30, 2023
3) $10,000
Source: The Community Foundation San Luis Obispo County
Grant ends: Nov. 30, 2024
Gifts:
1) $25,000
Source: Individual donor
2) We also have a small number of gifts from various individual donors totaling approx. $5,000 / year, but it currently doesn’t make up a significant
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portion of our funding sources
Future funding opportunities:
1) League of California Community Foundations
Request: $40,000
Submission deadline: Sep. 1, 2024
2) We are also in communication with another local funder on a potential project with a budget of up to $100,000 that would begin later this fall and
end in June 2024.
Part 3 Project/Program Information
1) Please provide an executive summary of proposed project/program (200 words max)*
Our project will increase access for Spanish and Mixteco-speaking undocumented immigrants to free and low-cost services available within the
community that will improve their health and economic situation. We will create 14 “How To” videos covering 7 topics with easy to understand, step-
by-step instructions on eligibility and the basics of how to apply. For each topic covered, one video will be produced in Spanish with English subtitles,
and a second companion video will be created with the same visuals and information with Mixteco voiceover. We will film and use photography
taken in the City of San Luis Obispo and focus on services that can be obtained in the city, however the principles outlined in the videos will be
generalizable and services are available county-wide which will allow us to disseminate the information not only within the city but throughout the
entire county as well.
2) Total project cost *
$44,295.62
3) Requested Amount *
$39,775.62
4) Please provide a detailed description of proposed project/program (not to exceed 1,000 words)*
Purpose:
To connect Spanish and Mixteco-speaking undocumented and mixed-status community members to community resources and services they qualify
for but are not accessing due to lack of knowledge of systems, procedures, language barriers, lack of both general literacy and technological, and
fear of potential legal repercussions such as deportation and/or public charge which could jeopardize future applications for citizenship.
Project:
Create a series of 14 "How To” videos on 7 topics in Spanish with English subtitles and Mixteco with easy to follow, step-by-step instructions on how
undocumented and mixed-status immigrant families can access community services and resources.
Proposed Videos (Only 7 of the following topics would be produced):
Entity: SLO Legal Assistance Foundation
Topics: Renter’s rights and other legal services
Entity: SESLOC Credit Union
Topic: How to access and create credit
Entity: Community Action Partnership SLO
Topic: How to become a licensed childcare provider as a home business
Entity: Department of Social Services
Topic: MediCal eligibility and enrollment
Topic: How to apply for CalFresh
Entity: Local immigration lawyers
Topic: Public charge misconceptions and/or how to avoid notario scams
Entity: SLO County Food Bank
Topic: How to access a food distribution and public charge misconceptions
Entity: Employment Development Department of California
Topics: How to access resumé and job finding services
Entity: San Luis Obispo Public Library
Topic: Benefits of and how to access basic library services
Entity: Lumina Alliance
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Topics: Rights in situations of domestic violence and sexual assault (restraining orders,
temporary housing, legal services, etc.)
Dissemination:
A robust dissemination of the videos will put these tools in the hands of service-providers so they can be shared as needed with clients. These
videos will be shared through Promotores facebook and What'sApp and on UndocuSupport's website. They will also be shared by partner
organizations such as the agencies featured in the videos, SLO County Public Health Department, and others that serve the undocumented
immigrant population.
Logistics:
UndocuSupport will work with a local, professional videographer to create the videos and will collaborate with partner agencies on the scripts and
coordinate filming schedules. Partner agencies will provide actors which will be compensated for their time and mileage. Herencia Indígena, a local
medical interpreting business, will provide voiceover in Mixteco. The video production company will work with UndocuSupport to host the videos on
YouTube so they can be easily shared via social media and linked to UndocuSupport’s Immigrant Services Guide to enhance the information shared
there. UndocuSupport will look for opportunities to coordinate with the video series Public Health is currently creating (Healthy Voices) and cross-
promote and share information to avoid duplication and increase viewership.
VIdeo Ulitization:
We envision providing a quick and easy go-to resources that front line staff such as Promotores, LINK Family Advocates, school counselors, church
leaders, field nurses, and other service-providing agencies can use to quickly send accurate information via text to specific clients who can view
and/or listen to the videos as they work or from the comfort of their homes without having to call the agency and find someone who speaks Spanish
or Mixteco to assist them during business hours or travel to the office, itself. These videos are intended to increase awareness of and open the door
to services and resources that undocumented immigrants wouldn't have otherwise known about, known they qualify for, and known how to access.
A call to action will be included at the end of each video with next steps.
5) Describe the community/population the project/program will support *
This project will serve local Spanish and Mixteco-speaking immigrant families who have limited knowledge of and experience significant barriers to
accessing services provided by government agencies, nonprofits, and other organizations that are available for free or low-cost that will improve
their health and/or economic situation and will not impact their immigration status if utilized.
6) Describe the equity gaps and community needs this project/program will address *
There are significant barriers for the undocumented immigrant population in accessing essential resources and services that they already qualify for
which include but are not limited to:
Lack of information:
- There is a widespread lack of awareness of programs and services as well as eligibility and how to access them.
- Most people don’t know what’s out there or where to start which is exactly what these videos will cover.
Lack of literacy, both general and technological:
- The clientele UndocuSupport focuses on serving is the most vulnerable subset of the undocumented immigrant population. For native Spanish-
speakers, literacy in their own language is often a significant barrier to accessing resources. For native Mixteco-speakers, Mixteco is only a spoken
language with over 81 variants, and translation of written materials is not feasible. Audio and video are the best ways to reach this population with
information and services.
- This video series will be in Spanish and Mixteco and can be played on YouTube and accessed via this population’s preferred social media platforms
of facebook and What’sApp.
Lack of access to technology:
- Most families do not own a computer, and they only way they ’re able to access the internet is via smart phone which households sometimes share
with the head of household taking it to work with them.
- Our videos can be played on smartphones and shared via radio both of which are highly utilized by this population including during and after work
and are accessible via smartphone.
Accessible hours of operation:
- Most family members work multiple jobs and can’t make it to an office that’s only open M-F from 8:00 AM - 5:00 PM.
- Our video series can be played anytime including during work hours. This population has multiple household members that work multiple jobs
and spend most of their time, (often 6 days a week,) working. These videos will enable them to be accessed when it’s most convenient for them.
Access to transportation:
- If they have a car, families prioritize it for work. Multiple workers in a household with multiple jobs sharing a car make it almost impossible for
other transportation needs such as for doctor ’s appointments and appointments for accessing services.
- Accessing our video series doesn’t require transportation.
Childcare:
- Affordable childcare options with extended hours of operation, especially for agricultural workers who begin work at 5:00 or 6:00 AM are non-
existent in our area.
- Our video series can be accessed during work hours or at home and doesn’t require clients to engage childcare services.
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For undocumented immigrants, the most basic necessities of rent, food, and work are prioritized. Families don’t have the time or resources to
research services nor do they have the time to make and attend multiple appointments, travel to and from multiple agencies, gather documents,
complete applications, and follow up with service providing agencies on their applications. Our videos will be shared online via trusted social media
sources and will be able to be played via YouTube while people are working. They will be in Spanish and Mixteco and will use accessible language
that people can easily understand. These videos will also address specific fears of deportation and immigration status which is another barrier this
population faces in accessing services.
From 2021-2023, UndocuSupport conducted focus groups in locations throughout SLO County. These open-ended discussions were held in Spanish
and Mixteco. We heard from 131 individuals who shared barriers to accessing resources and identified their top 3 needs:
1) Affordable housing and high cost of living
2) Access to affordable medical care
3) Need for interpretation services and language barriers
Other concerns included hunger, healthcare, childcare, unfair working conditions, and multiple hurdles to accessing services including discrimination
and exploitation based on their immigration status, race and ethnicity, and language barriers.
Specifically, many participants expressed frustration about the high cost of deposits for rental units. The high cost of rental unit deposits, county-
wide shortage of affordable housing, and further reduced housing stock available to undocumented immigrants due to their lack of a social security
number and credit present significant barriers to obtaining housing. One-time housing assistance will support families and individuals who are
striving for self-sufficiency and would become homeless without the aid.
This video series is a direct response to the equity gaps highlighted by our undocumented community members in these focus groups.
7) Provide timeline for project *
2024:
Jan. - Feb. - Solidify partnerships with participating agencies and create filming schedule and video distribution plan
Mar. - Apr. - Produce scripts in English and translate into Spanish and begin filming
May - Jun. - Filming and solidify/confirm video distribution plan
Jul - Aug. - Post-production and Mixteco voiceover
Sep. - Oct. - Video distribution (One featured video per week for 7 weeks + 1 additional video from Public Health)
Nov. - Dec. - Partner payments and Reporting
8) List any partnerships/collaborations that are supporting this project/program and their roles *
Center for Family Strengthening and/or the Promotores Collaborative - Assistance with script development and translation, actors, and video
distribution
Sky ’s the Limit Productions - Video production for 14 videos including both filming and post-production
Herencia Indigena - Mixteco voiceover for 7 videos/topics
SLO County Public Health (Healthy Voices Project) - Coordination of video topics, possible video collaboration, cross promotion of videos, thought
partnership, and potential B-roll sharing
Partner organizations such as the SLO Legal Assistance Foundation, SESLOC Credit Union, Community Action Partnership SLO, SLO County
Department of Social Services, local immigration lawyers, the SLO County Food Bank, Employment Development Department of California, San Luis
Obispo Public Library, and Lumina Alliance who would provide script development and actors for filming.
9) Describe your plan for sustainability beyond the City’s one-year award funding *
The financial sustainability of this project is tied to its success. As UndocuSupport is able to disseminate valued information and become a trusted
resource by both partner organizations and community members, we will attract funding and other collaborative opportunities that will sustain us
past the life of this project. UndocuSupport continues to seek funding opportunities so we can carry on this important work. We are still a relatively
new organization, and as we continue to grow, our opportunities are expanding as well.
This project is sustainable in ways that are less tangible (financial) but more transformative of the undocumented community members themselves.
As they are provided with accurate and easily-accessible information that is culturally-appropriate, they will be more knowledgeable and confident in
their own abilities to access resources for themselves and their families. One of the many things I find incredible about this community is the power
of word-of-mouth. When one person has a good experience, they spread it, and it spreads extremely quickly. The impact of one person viewing one
video has the potential to be multiplied throughout the entire community, if the video is produced and disseminated well.
The sustainability we seek to create is in the community. We want to build a foundation which helps community members live more prosperous
lives and help the entire system of services that benefit undocumented immigrants function in a more coordinated and connected way. Once this
project ends, the community members and referring service-providers will be equipped with a better understanding of the services available and
how to access those services. This information and these new skills will stay with people long after the information in the videos is outdated. Word-
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of-mouth is a critical component of sustainability, because it means the resource is trusted. Building on community historical knowledge is another
goal of this project which makes it sustainable.
10) Describe the plan for promoting this project within the City of San Luis Obispo *
We will work with service-providing agencies within the City of San Luis Obispo to highlight resources available here. All filming will take place within
the city. UndocuSupport will work with the DEI Office to promote the videos as appropriate and the agencies featured in the videos to share online
in website, newsletters, and on social media. The entire series will be featured on UndocuSupport’s website and will enhance the information
provided on the Immigrant Services Guide. We will also work with Public Health to cross-promote their Healthy Voices video series and create
opportunities to share each other’s information.
11) Est. Number of people served through this project/program *
1,000
12) Est. Number of SLO City Residents served through this project/program *
300
13) In the table below include a minimum of four (4) metrics or performance outcomes that relate to
the implementation/success of the project. Examples include: # of SLO City residents served, # of
referrals provided to individuals seeking social services, # of trainings completed, # of cultural
event attendees reported a 10% increase in knowledge and application of DEI practices, etc.
Example: # of cultural event attendees reported a 10% increase in DEI knowledge and application
Metric #Indicators of Success / Measurable Outcomes
14 How To Videos produced (7 in Spanish and 7 in Mixteco)
14 How To Videos on 7 topics disseminated via client-preferred media platforms
30 30% increased views to UndocuSupport’s website where the videos are posted
20 20% increase in undocumented immigrant community member awareness of community resources featured in videos
DEI statement *
that includes Applicants’ understanding and application of DEI, Affirming language that creates access and a sense of belonging in our community
apart from grant, and Explain how this project will advance DEI in the City of SLO.
UndocuSupport DEI Statement - Aug. 2023 (3).pdf 128.29KB
Detailed budget *
Including how the total requested amount of grant would be spent.
UndocuSupport Project Budget - SLO City DEI High Impact (3).pdf 85.43KB
Organizational chart.*
UndocuSupport Org Chart - Feb. 2023 (2).pdf 105.25KB
Federal Tax-Exempt Status *
TCFSLOCO_IRS_Determination_Letter (2).pdf 4.81MB
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Fiscal Agent:
The Community Foundation San Luis Obispo County
550 Dana St.,San Luis Obispo,CA 93401
C:(801)318-9478 -O:(805)543-2323
UndocuSupport@cfsloco.org
2023 Leadership
Council
Adrienne Garcia-Specht
&Jane Lehr
Central Coast Coalition for
Undocumented Student Success
Erica Ruvalcaba-Heredia
Promotores Collaborative of
SLO County
Gina Whitaker
Allies for Immigration Justice,
SLO County
Irebid Gilbert
Herencia Indígena
Lisa Fraser
Center for Family Strengthening
Mariana Gutierrez
Community Action Partnership
of San Luis Obispo County
Mayra Valencia
Community Advocate
Quinn Brady
Community Advocate
Rita Casaverde
Diversity Coalition SLO County
Wendy Wendt
First 5 SLO County
ㅡ
Chelsea Ruiz
Program Manager
SLO County UndocuSupport
August 2023
Diversity,Equity,and Inclusion Statement for the SLO City DEI
High Impact Grant:
We are a collaboration of local organizations,community leaders,and
concerned individuals that came together in April 2020 during the early
stages of the COVID-19 pandemic with a common goal:to provide financial
support for local immigrant families,including undocumented and mixed
status immigrant families who were left out of federal pandemic relief
programs.
We proactively provide leadership in coalition-building to influence policy
makers and decision-making to influence discussions and activities that
increase awareness of and support of immigrants and focus efforts to
elevate their voices,help immigrants become influential leaders
themselves,maximize and champion efforts of providers and change
agents,and provide awareness and education to the community at large.
This project will advance diversity,equity,and inclusion in the City of San
Luis Obispo by providing culturally-appropriate and accessible information
regarding community services and increased access to essential resources
for our undocumented Spanish and Mixteco-speaking immigrant
community members.
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UndocuSupport Project Budget
Personnel Amount
Requested
Amount
Secured
through other
funding
sources
Total Project
Cost Notes
UndocuSupport
Program Mananger $10,533.60 $4,520.00 $10,533.60
1/3 FTE for project coordination and
oversight including script development
and translation, arranging partners for
videos, overseeing filming, and grant
reporting. 95 days (Oct. 1, 2023 - Mar.
30, 2024.)
Partner Agency
Consultant/ Project
Co-Manager
$6,000.00 $6,000.00
Coordinate and enhance video
dissemination, script editing and
oversight, actor and filming scheduling,
and reporting. (Approx. 8 hrs / mo. for 1
year at $60/hr for 100 hrs total.)
Mileage
Program Manager $45.85 $45.85 10 mi. roundtrip / video x 1 person x 7
videos
Actors / Talent $550.20 $550.20 60 miles roundtrip / video x 2 actors x 7
videos
Mixteco
Voiceover $2,600.00 $2,600.00
7 videos 4 min. or less. $300/video for
the Mixteco voiceover plus $500 flat fee
Admin. Bid.
Video
Production
Sky's the Limit $7,400.00 $7,400.00 Video production (10 "How To" Videos.)
Bid.
Script production
and translation $1,470.00 $1,470.00 $35/hr x 6 hrs/ script x 7 Spanish scripts
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Community
member actor
compensation
$700.00 $700.00
$35/hr x 10 hrs/film including prep and
actual filming x 2 community members
(one per video)
Partner agency
actors $2,450.00 $2,450.00
$35/hr x 10 hrs/film including
coordinating meetings, script
memorization, and actual filming x 7
community members (one per video)
Distribution
Partner agency
video dissemination $4,410.00 $4,410.00
Video distribution via social media
including scheduling/timing coordination
($35/hr x 3 staff persons x 3 hr/ video x
14 vidoes)
$36,159.65 $36,159.65 SUBTOTAL
Admin
Community
Foundation $3,615.97 $3,615.97 10% of Total Grant Request
$39,775.62 $4,520.00 $44,295.62 Total Program Cost
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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:
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
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2
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3
Grant Metrics & Performance Outcomes Template
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in a separate
page.
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4
Name Title Phone
Signature Date E-mail
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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Certificate Of Completion
Envelope Id: 3F12C47CBBDD45368751869DAD153F8B Status: Completed
Subject: Complete with DocuSign: UndocuSupport DEI High Impact Grant 23-24 Contract.pdf
Department:
Supplier:
Source Envelope:
Document Pages: 25 Signatures: 3 Envelope Originator:
Certificate Pages: 5 Initials: 0 Daniel Clancy
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
990 Palm Street
San Luis Obispo, CA 93422
dclancy@slocity.org
IP Address: 71.86.109.130
Record Tracking
Status: Original
1/17/2024 10:15:21 PM
Holder: Daniel Clancy
dclancy@slocity.org
Location: DocuSign
Signer Events Signature Timestamp
Heidi McPherson
heidi@cfsloco.org
CEO
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 97.93.18.177
Signed using mobile
Sent: 1/17/2024 10:17:20 PM
Viewed: 1/18/2024 5:48:44 PM
Signed: 1/18/2024 5:49:08 PM
Electronic Record and Signature Disclosure:
Accepted: 1/18/2024 5:48:44 PM
ID: 1c5586c9-eabe-4fe7-887a-a089db340685
Sadie Symens for Christine Dietrick
ssymens@slocity.org
Deputy City Attorney
City of San Luis Obispo
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 104.129.199.29
Sent: 1/18/2024 5:49:09 PM
Viewed: 1/19/2024 7:50:57 AM
Signed: 1/19/2024 7:51:10 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Greg Hermann
ghermann@slocity.org
Deputy City Manager
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Heidi McPherson
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CEO
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Page 168 of 477
1
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: DUE DATE - July 10, 2024 Year -End Report Due: DUE DATE
Grant Name: DEI High Impact Grant
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) X End-year Report (check box)
Organization: CASA of San Luis Obispo County
Project Name: Diversity is the Power of Change - Year 2
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) and any changes that
have occurred during the reporting period. If operations or service provision have changed, please disclose,
and explain the reasoning and response to changes in this section.)
SLO CASA received a grant of $8,000 from the City of San Luis Obispo to help fund the continuation of our 2022-2023
DE&I Project. Combined with funding received from the National CASA/Gal Association, the project is enabling us to
implement the recommendations from our two focus groups in 2023 of current volunteers and staff members which
identified additional strategies focused on recruiting more male and Latino/bilingual volunteers. Focus group
participants told us that rather than host large recruitment events to persuade potential Latino volunteers to come to
us, we need to look at venues and ways to do outreach in the Latinx community, including at Catholic churches and the
Nipomo swap meet. The following outreach was completed in the first half of 2024:
• Our Training Manager spoke to the Pismo Coast Association of Realtors with 87 attendees and the Retired Active
Men of SLO meeting with 64 attendees.
• In June our Advocate Supervisor who is both male and Hispanic/bilingual, along with our Training Manager spoke at
Mission San Luis Obispo de Tolosa and Saint William’s Parish Church at their Spanish masses to share about the need
for Latinx and bilingual volunteers, along with CASA information tables at both locations. They also tabled at the
Nipomo SWAP Meet.
• Various CASA staff tabled at Pride festivals for 2 days in June and 2 days for the Makeshift Muse Markets, where they
interacted with a wide range of people.
• We have diversified our social media presence to include posts in both English and Spanish
• Our Executive Director and a CASA board member attended a networking mixer organized by Diversity SLO to recruit
BIPOC volunteers and board members.
Our Advocate Supervisor who is both male and Hispanic/bi-lingual is developing an ongoing support group for our male
and Latinx volunteers. He already facilitated one general support group for advocates this calendar year, with the help of
our Senior Advocate Supervisor. His plan is to start official groups specifically for male advocates after the summer and
he has been gathering information from male advocates over the past few months regarding what they want/need from
SLO CASA and how we can best support them.
SLO CASA is committed to increasing the cultural competence of our Board of Directors and staff. This grant from the
City of San Luis Obispo will allow us to expand our partnership with Dr. Joy Pedersen of Cal Poly and the Clarity
Collective to provide additional DEI training to our staff and Board of Directors in 2024.
Page 169 of 477
2
Statistical Report: (This section must include 1) the metrics reported as descried in Exhibit A (your grant
application) and 2) the demographic data collected through the surveys.
1) Our short-term result thus far this year for the metrics reported in our grant application are as follows:
• Our current percentage of male volunteers is 19%
• Our current percentage of Latino volunteers is 10%, which is an increase from 7.23% at the time we submitted
our grant application; 7% of our volunteers are bilingual
• We will deliver additional DEI training provided by Dr. Joy Pedersen to the Board of Directors and CASA Staff by
December 31st, 2024
2) As of June 2024, SLO CASA is providing advocacy services to 241 abused and/or neglected children in foster care
in San Luis Obispo County. Of the current children we are serving: 132 are female and 109 are male; 1.24% are
American Indian or Alaska Native; 2.07% are Asian; 26.97% decline to state or are unknown; 2.9% are Black or
African American; 10.79% are Hispanic or Latino; 5.81% are two or more races, and 49.79% are White. Their
ages are: 65 are ages 0-5; 97 are ages 6-13; 50 are ages 14-17, and 29 are ages 18-21.
As of June 2024, we have sworn in 22 new CASA volunteer advocates this year, with a total of 167 CASA
volunteers providing advocacy services for children in foster care in SLO County. Of the current volunteer pool,
135 are women and 32 are men. There are 13 bilingual CASA volunteers currently assigned to foster youth, and
17 are Hispanic or Latino.
Financial Report: (A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
The proposed budget of $8,000 includes funding for personnel working on the project, operating expenses related to
recruitment and outreach for volunteers, and DEI training for our Board of Directors and staff led by a local consultant.
For this first grant period we have spent $750 for the personnel salary of our Training Manager. We have spent $914 for
volunteer outreach and recruitment, including the cost of background checks for new volunteers, and registration and
supplies for several recruitment events. We plan to allocate $5,000 by the end of 2024 to the following:
• Deliver additional DEI training provided by Dr. Joy Pedersen to the Board of Directors and SLO CASA staff.
Page 170 of 477
3
Grant Metrics & Performance Outcomes Template
(must be reported by all grant recipients)
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
• 241 children in foster care served
• 100 attendees for volunteer info sessions
• 22 volunteers attended pre-service
training sessions
• 118 volunteers attended in-service
trainings
• Approximately 10-50 brochures
distributed per tabling/outreach event
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
6135.90 volunteer service hours
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
CASA organized the following:
- 12 Volunteer Info Sessions for outreach to
potential new volunteers
- 2 pre-service trainings (40 hours each)
- 12 “team gatherings” for current
volunteers to engage and collaborate
- 6 Mentor groups for teens in foster care
and their assigned advocates
- 4 Infant & Toddler Program group
meetings for advocates assigned to
children ages 0-5
CASA attended the following:
- 10 community events to create awareness
of our program and for
outreach/recruitment and engagement
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
Approximately 500 individuals either attended a
grantee-led event or received information (orally or
in-print) at community events where CASA
participated
5. Report perception of services provided and/or engaged activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
22 surveys administered at the conclusion of pre-
service advocate trainings (100% of individuals
received surveys); At least 120 surveys
(approximately) were administered/received to
volunteer advocates or 100% of those who
attended team gatherings and volunteer support
groups/meetings to ensure that those meetings are
useful to the volunteers; 41 volunteer advocates
were surveyed and responded to a CA CASA
survey that measured impact on the youth/clients
served (administered by SLO CASA).
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in statistical
section above.
Page 171 of 477
4
Katrina Cathcart Development Director 805-541-6542
Name Title Phone
7/8/2024 kcathcart@slocasa.org
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
Page 172 of 477
City of San Luis Obispo
Grant Recipient Report Template
Mid-year Report Due:July 10,2024 ~Year-End Report Due:January 10,2025
Grant Name:23-24 SLO City DEI High Impact Grant
Grant Year:Oct.2023 -Oct.2024
Type of Report:Mid-year
Organization:The Diversity Coalition of San Luis Obispo County
Project Name:BIPOC Board Leadership 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 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.
The Diversity Coalition of San Luis Obispo County has made significant strides in delivering our BIPOC Board Leadership Training
Program during the reporting period.We successfully delivered two cohorts:
1.Class #1:November 9 &11,2023,with 13 BIPOC professionals participating.
2.Class #2:April 11 &13,2024,with another 13 BIPOC professionals.
Additionally,we hosted two Board Matching &Networking Mixers:
1.First Mixer:December 7,2023,with 15 nonprofits and 13 graduates with their guests.
2.Second Mixer:June 6,2024,with 18 nonprofits and 16 alums.
We've assisted six alums in securing board positions on various nonprofit boards.These activities align with our goals of increasing
BIPOC representation on nonprofit boards and fostering community connections.
Plans for Remainder of Grant Term
We are on track to deliver Class #3 in the fall of 2024,with a mixer to follow.Our strategies for the upcoming months include:
●Recruitment Efforts:Targeted outreach to BIPOC professionals and nonprofits.
●Community Tabling:Presence at local events to promote the program.
●Building Partnerships:Engaging with community organizations to expand our reach.
●Database Development:Implementing a robust system to track alumni,nonprofits,and board placements effectively.
Spokes integrated DEI topics into the Winter Board Academy session on Maintaining a Healthy Board and a separate workshop on
Building an Effective Nonprofit Board.Spokes offered an online workshop,DEI Basics for Board Members.In the spring,Spokes
provided a Symposium,Creating and Maintaining an Inclusive Board Environment.One change is that,in addition to the planned
programs,Spokes has begun to incorporate articles on DEI topics in its bi-weekly e-newsletter.
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.)
Page 173 of 477
●Number of Individuals Served:26 BIPOC professionals through the training program and mixers.
●Number of Service Hours Provided:
○Training:Each cohort involved 4 hours of prep work,16 hours of training,and 4 hours of homework (total of 48 hours
for two cohorts).
○Mixers:Each mixer involved approximately 3 hours (total of 6 hours).
●Number of Activities:4 major activities (2 training sessions and 2 mixers).
●Estimated Number of Individuals Attending Activities:Approximately 72 individuals (26 BIPOC professionals +18 nonprofits at
the second mixer +guests and nonprofit representatives).
●Perception of Services Provided:High satisfaction levels based on participant feedback,with a testimonial highlighting the
impact:
○"I am grateful to have been part of the inaugural cohort of the BIPOC Board Leadership Training program.The
Diversity Coalition of San Luis Obispo County has thoughtfully built relationships with various organizations serving
our communities in the region.Events like the Fall 2024 mixer created the connections with RACE Matters San Luis
Obispo that led to my joining the Board and taking on the role of Board Secretary."-Class 1 Alum
○“Was a great night!Loved connecting with everyone 10/10 night.It was definitely a great opportunity to connect with
the graduates and other community leaders,even if it likely won't result in board placement for us --I am quite
confident it helped form and solidify connections that will continue.”-Nonprofit Organization (June 2024 Mixer)
○“It was such a wonderful event.I only got to about 4 NPs,so I missed a bunch,but I know there is always Dec.”-
Class 2 Alum (June 2024 mixer)
○“The BIPOC Board Leadership Training hosted by Diversity SLO is a beacon of support and empowerment for
BIPOC leaders in SLO County.This transformative program not only equips participants with essential board skills
but also fosters a community where BIPOC experiences are centered and celebrated.Through meaningful
discussions and connections,it inspires new leadership paradigms and aims for a pivotal shift in board practices.An
invaluable initiative promoting diversity,equity,and inclusion in leadership.Highly recommended.”-Class 2 Alum
As of July,2024,52 people had participated in Spokes’DEI-related programs.These people represent 24 different nonprofit
organizations.
Financial Report:(A financial statement detailing how the City's grant funding has been or planned to be allocated.)
The City’s grant funding has been allocated to cover costs associated with:
●Venue rentals and meals for training sessions and mixers.
○$0 expended
■$1000 remaining
●Marketing
○$3,000 (April 2024 Class and June 2024 Mixer)
■$3,500 funds remaining
●Training materials and supplies.
○$3000 expended
■$3000 remaining
●Compensation for trainers and guest speakers.
○$2,500 (4 instructors for one Class)
■$2500 remaining funds
●Staffing costs for program coordination.
○Program Director ’s staff costs $7,500 (6 months)
■$7,500 remaining funds
●Meals
○$500 expended
Page 174 of 477
Grant Metrics &Performance Outcomes
■$500 remaining
Total Expended:$16,500.Remaining funds will be expended on the fall training and mixer.
Of the $10,000 allocated to Spokes,funds expended to date at least:
Consultant Total 650.00
Publicity Total 225.00
Staff Total 1,728.00
Supplies Total 90.08
Grand Total 2,693.08
The remaining funding will be spent on additional staffing,supplies and publicity for training of white boards.
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
●Services directly provided by the grantee;
●Program/project applications,instructions,trainings,products,or
concepts
●Information (orally or in printed,in-person,virtually or over the phone);
●Any materials (flyers,brochures,etc.);
●Referrals
26 BIPOC professionals directly through
training and mixers.
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
27 hours per BIPOC trainee (24 training +3
mixers)x 2 trainings
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case,grantee must specify if it attended or organized the activity.This
can be events,workshops,panel discussions,roundtable discussions,
presentations,etc.
●Activities refer to any gathering designed to promote programs,
services,or concepts related to the components within the scope of
the agreement signed by the grantee.
●Activities also refer to any gathering designed to create awareness of
the programs,services,or concepts related to the components as
defined within the agreement signed by the grantee.
●Activities also refer to any gathering designed to outreach,engage,
consult,and collaborate with the community as defined within the
agreement signed by the grantee
4 (2 training sessions and 2 mixers)
Page 175 of 477
4.Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee,please provide a
rough number or best estimate of individuals that 1)either attend a grantee
led event or 2)approach the booth/table in which the grantee participates.
Approximately 72 -80 BIPOC professionals
(mixers/trainings)
Approximately 80 -100 community
members (outreach/tabling)
5.Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee.Report in percent and total number of individuals served.
Technical assistance can be provided to grantee in development of questions.
High levels of satisfaction and positive
feedback.Testimonials reflect the program’s
impact on participants'professional growth
and community engagement.
“This training provides a unique space for
BIPOC folks to gather and discuss board
governance and also goes one step further
to create a safe space of connection and
support among the cohort.I will forever be
part of and cohort#2 and proud of this.And I
will encourage other BIPOC community to
attend when they can and this community
will continue to grow!Thanks you for
creating this in our County!”-Class 2 Alum
“The Diversity Coalition San Luis Obispo
County is providing a vital resource to the
community by offering this BIPOC Board
Leadership Training.Black,Indigenous,
People of Color are disportionally
misrepresented in spaces of leadership,
including on non-profit boards and in local
government.This training (and the other
supports that Diversity Coalition SLO offers)
create much need resources for BIPOC to
be involved in the community in an informed
and sustainable way.”-Class 2 Alum
“Yes,all modules met my expectations.
Coming in,I expected to learn in a safe and
engaging space and also network with my
peers.While I was surprised that there was
a group assignment,I appreciated that my
peers were active and engaged in the
process.As someone with many years of
board experience coming in,I appreciated
that I was able to benefit from all modules,
particularly the fundraising module.This has
always been scary to me,but I love a party
and was happy that the tips spoke to me as
someone that is adept at event planning.”-
Class 1 Alum
Page 176 of 477
Grant Metrics &Performance Outcomes
Rita Casaverde Executive Director (805)8065626
Name Title Phone
07/10/24 ed@diversityslo.org
Signature Date E-mail
Once signed,please scan and e-mail to Nestor Veloz-Passalacqua,DEI Manager (nveloz@slocity.org )
and to dei@slocity.org.
6.Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services.A current demographic survey is
available and is highly encouraged for grantees to reach out for the
demographic survey template.
100%of trainees were BIPOC professionals
Page 177 of 477
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due:July 10 -Year-End Report Due:DUE DATE
Grant Name: City of SLO DEI High Impact Grant
Grant Year: 2023-24
Type of Report: Midyear Report (check box) X End-year Report (check box)
Organization: The Gala Pride &Diversity Center
Project Name: SLO Queer Cultural Revitalization Project
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)and any changes that
have occurred during the reporting period.If operations or service provision have changed,please
disclose,and explain the reasoning and response to changes in this section.)
After meeting with local artists,producers,and performers,we decided to integrate this program into the now
year-round Pride program and use the established connections and growing opportunities there to support new
and upcoming LGBTQ+cultural collectives.Collaborators had the opportunity to work with the 40 person
Pride Planning Committee,its many subcommittees,create their own events with the support of our existing
resources,or connect to events put on by local supporting businesses.Below is a list and description of all
events that supported and benefited from the Queer Cultural Revitalization Project.
My Pride is Political 5/10:An evening with 5 speakers of diverse backgrounds sharing their experiences at the
intersection of BIPOC and LGBTQIA2S+identities,followed by a social hour.This was part of our Action &
Activism team,who generated interest with this event to host an additional 2-4 events per year.38 attendees
Trans Pride in the Park 5/11:A family-friendly day in the park celebrating our trans and nonbinary community.
We hosted 43 performers and speakers of diverse backgrounds,including 1 new LGBTQ dance troupe,1
upcoming drag troupe,and 1 established Ventura-based drag troupe new to performing in SLO County offering
mentorship to new drag performers.Est.3,000 attendees
Milestone Drag Spectacular 5/17:Connected 6 local drag performers with Milestone Tavern,a local LGBTQ+
supportive business with potential for more LGBTQ+centered events.55 attendees
Dancing Queen Wine Release 5/19:Connected 3 local drag performers with Timbre Winery,a local LGBTQ+
supportive business with potential for more LGBTQ+centered events.38 attendees
Rise Up!Drag and Burlesque Show 5/31-6/1:A night of drag,burlesque,and live music hosting 34 performers
across two established LGBTQ+-centered performance groups at the Fremont Theater.6 new performers were
introduced this year through these established performance groups.Est.800 attendees
Pride in the Plaza 6/1:Our annual return to the Mission Plaza!We hosted 24 speakers,performers,and artists
through stage performances,an art show centering LGBTQ+history,and an open-mic stage that hosted 3 new
performers.Est.5,000 attendees
Pride in the Park 6/2:A Pride themed family day in the park!We hosted 36 speakers,performers,and artists on
our stage,including 6 up and coming performers.Est.5,000 attendees
Pride Prom 6/8:A Prom night for LGBTQ+and allied youth in 8th-12th grade.We hosted 4 artists,including
one new college student performer.47 attendees
Atascadero Pride 6/16:This was Atascadero’s first major Pride celebration!The last two years of Atascadero
Pride have been micro events hosted by a local business,and this year we connected 14 performers with 28
1
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vendors and sponsors,and approximately 2,500 attendees.The announcement of this event was met with
significant backlash and subsequent safety concerns.In turn,we received significant community support and
collaborated with known allies in the community to provide safety and support for this young and vital event.
Los Osos Pride 6/22:We supported the third annual Los Osos Pride and helped connect 4 drag performers with
The Merrimaker,one of two supporting locations.Est.1,000 attendees
Cambria Pride by the Sea 6/30:Cambria hosted their first Drag Brunch!We supported the connection of a local
drag house of 6 performers,including 2 new performers,to the brunch event.We also supported the main event,
which hosted 14 local musicians,dancers,and performers.
Pride Blow Out Party 6/30:The final event of Pride month,we connected 2 local LGBTQ+artists to Libertine,
a local affirming event host.Est.60 attendees
Statistical Report:(This section must include 1)the metrics reported as described in Exhibit A (your grant
application)and 2)the demographic data collected through the surveys.
Measurable Outcomes Metric #Note
Attendees across all events associated
with the SLO DEI High Impact Grant 19,240
This number includes all attendees,volunteers,
speakers,and performers at applicable events
Number of new artist collectives,
organizations,renewed projects,and/or
ongoing programming developed in this
project
5
1.Helped established the new House of Mello
Havoc;2.Atascadero's first major Pride
celebration;3.Cambria's first Pride Brunch;4.
Action &Activism events to go from annual to
quarterly schedule;5.J Bird's Burlesque grew
with connections made in this program and
plans to host an additional show each year
New independent events or programs in the
planning stage by end of 2024 1
Out &Savvy (new group for lesbians age 50+)
Event or program successfully
implemented by participants by the end of
the one year program 1
J Bird's Birthday Burlesque Bash
Financial Report:(A
financial statement
detailing how the City’s
grant funding has been or
planned to be allocated.)
Note:A significant portion of funding for all of the expenses listed below comes from sponsorships (especially during
Pride season),as well as monthly donations from our constituents,and other grants.We do not have any grants secured
for 2024 or 2025 yet,but are pursuing grants from diverse sources that would further support these events.Any income
from events (including fundraisers not supported by this grant)also helps to support our low to no cost community events
outlined here.Values in the "Other Funding Amount"column are projections based on our expectations for that funding in
the coming years.We anticipate an increase in sponsorships and regular donations in the next two years as our
leadership activates a capital campaign to set our organization up for long term growth and success.
Budget Item 2024 Expense
2024 Grant Budget
Requested
2024 Other Funding
Amount
Personnel Expenses
Performers (Drag Artists,
DJs,Dancers,Musicians,
Comedians,Luchadores,$16,000 $7,500 $8,500
2
Page 179 of 477
etc.)for Cultural Events
Facilitators for Art
Workshops,Panel and
Roundtable Discussions $3,000 $2,000 $1,000
Latinx Event Development
Contracted Staff $2,000 $1,500 $500
Graphic Designers for Event
Promotion $2,000 $1,000 $1,000
Website Designer for Gala,
Tranz Central Coast,and
SLO Pride Sites $1,500 $1,000 $500
Translation Services $5,000 $3,000 $2,000
Total Personnel Expenses $24,500 $13,000 $11,500
Operating Expenses
Printed Promotional Material $9,500 $4,000 $5,500
Promotion Space on Local
TV,Newspapers,and Radio
Stations $8,000 $3,000 $5,000
Total Operating Expenses $17,500 $7,000 $10,500
Total Expenses $42,000 $20,000 $22,000
3
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Grant Metrics &Performance Outcomes Template
(must be reported by all grant recipients)
4
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
●Services directly provided by the grantee;
●Program/project applications,instructions,trainings,products,or
concepts;
●Information (orally or in printed,in-person,virtually or over the phone);
●Any materials (flyers,brochures,etc.);
●Referrals
210 (#of impacted performers,speakers,
collaborators,producers,venue hosts)
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
170
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case,grantee must specify if it attended or organized the activity.This
can be events,workshops,panel discussions,roundtable discussions,
presentations,etc.
●Activities refer to any gathering designed to promote programs,
services,or concepts related to the components within the scope of
the agreement signed by the grantee.
●Activities also refer to any gathering designed to create awareness of
the programs,services,or concepts related to the components as
defined within the agreement signed by the grantee.
●Activities also refer to any gathering designed to outreach,engage,
consult,and collaborate with the community as defined within the
agreement signed by the grantee
12
4.Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee,please provide a
rough number or best estimate of individuals that 1)either attend a grantee
led event or 2)approach the booth/table in which the grantee participates.
18,700
5.Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee.Report in percent and total number of individuals served.Technical
assistance can be provided to grantee in development of questions.
Very few contacts completed our survey,
but we received positive feedback about
energy and opportunity for engagement
and growth;our greatest challenges were
in marketing and getting a late start in
conversations with some new talent
sources in the planning stages.
6.Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services.A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in statistical
section above.
Page 181 of 477
Serrin Ruggles Director of Programming 805-541-4252
Name Title Phone
August 23,2024 sruggles@galacc.org
Signature Date E-mail
Once signed,please scan and e-mail to Nestor Veloz-Passalacqua,DEI Manager (nveloz@slocity.org)and to
dei@slocity.org.
5
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1
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: DUE DATE - Year-End Report Due: DUE DATE
Grant Name: High Impact DEI
Grant Year: 2024
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization: R.A.C.E. Matters SLO County
Project Name: Shop Talk
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) and any changes that
have occurred during the reporting period. If operations or service provision have changed, please disclose,
and explain the reasoning and response to changes in this section.)
January and February 2024: Program Director Courtney Haile met with RM board member and psychologist
Dr. Alexis Smith to for program design and foundation. Smith and Haile met with local therapists of color to
determine fit for the program and scheduling. Therapist Allison Parker signed on to co-lead the Shop Talk
monthly meet-up (centered on Black Healing) with Smith. Haile and Smith also met with GALA Pride and
Diversity Center Program Director Serrin Ruggles to gain insights as GALA has also run therapist-led support
groups. It was determined in March that Shop Talk would not include programming for youth under 18 during
year 1 of the program. This is a change from the original service plan.
March 2024: Monthly drop-in therapist-led space centered on Black healing launched, has been running
monthly on First Tuesdays.
March and April 2024: Haile met with other BIPOC mental health professionals and based on therapeutic
principles, created an offering of closed 6-week sessions centered on Black identified and all BIPOC
populations respectively. It became clear while promoting that the 6-week session format presented barriers for
participation and that drop-in groups are best for the first year of Shop Talk.
July 2024:
- Monthly drop-in meditation space centered on healing for all BIPOC communities planned to launch in
August with Black identified meditation practitioner Jevon Rowden.
- Haile meets with BIPOC therapist Alisa Orozco about re-launching her proposed closed 6-week session
as a drop-in format, first hosting an information session.
Statistical Report: (This section must include 1) the metrics reported as descried in Exhibit A (your grant
application) and 2) the demographic data collected through the surveys.
DocuSign Envelope ID: B5BA025B-A4E8-42F7-8DFF-ED988592E1EF
Page 183 of 477
2
Financial Report: (A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
The City’s grant funding has been allocated as follows:
• Payments to therapists who have facilitated Shop Talk sessions
• Payment to staff and contractors for hours directly related to the project
• Lights snacks for monthly meet-up
By the end of the grant period the City’s grant funding will be allocated as follows:
• Payments to meditation practitioner for monthly program to begin in August centered on wellness for
Black, Indigenous, or Other People of Color
• Payments to additional therapist(s) for drop-in groups centered on healing for Black, Indigenous and
People of Color.
DocuSign Envelope ID: B5BA025B-A4E8-42F7-8DFF-ED988592E1EF
Page 184 of 477
3
Grant Metrics & Performance Outcomes Template
(must be reported by all grant recipients)
There have been 5 Monthly Meet Ups centered on Black Wellness. As reported in the Administrator’s Report,
we are pivoting from offering closed 6 week sessions and adding more drop-in offerings.
23 attendees served directly by the Shop Talk monthly meet-up centered on Black Wellness, approximately
50% living in the City of SLO and 50% living in other cities in SLO County.
All attendees are Black-identified, inclusive of mixed-race individuals.
DocuSign Envelope ID: B5BA025B-A4E8-42F7-8DFF-ED988592E1EF
Page 185 of 477
4
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
23 attendees served directly by
the Shop Talk monthly meet-up
centered on Black Wellness,
approximately 50% living in the
City of SLO and 50% living in
other cities in SLO County.
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
Approximately 30 hours have been spent
in planning meetings, on program design,
and preparing for and during Shop Talk
sessions.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
There have been 5 Monthly Meet Ups
centered on Black Wellness.
Other activities related to Shop Talk
include:
1) Promotional emails to email list
2) Targeted promotional emails to
community partners who engage
with target populations
3) Design and posting of social
media graphics
4) Posting of printed flyers in coffee
shops and BiPOC owned
businesses downtown.
5) Promotion of Shop Talk via
tabling, and posters displayed at
other RM events.
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
23 people have attended the monthly
meet up centered on Black Healing
Approximately 40 people who fit our
targeted demographics have approached
a R.A.C.E. Matters booth or table, and
Shop Talk programs were being
promoted.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
Survey shall be administered towards the
end of the grant period and results will be
made available for the final report.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in statistical
section above.
DocuSign Envelope ID: B5BA025B-A4E8-42F7-8DFF-ED988592E1EF
Page 186 of 477
5
Courtney Haile Executive Director (415) 264-8641
Name Title Phone
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
DocuSign Envelope ID: B5BA025B-A4E8-42F7-8DFF-ED988592E1EF
courtney@racemattersslo.org7/7/2024
Page 187 of 477
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: DUE DATE - Year-End Report Due: DUE DATE
Grant Name:
Grant Year:
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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) and any changes that
have occurred during the reporting period. If operations or service provision have changed, please
disclose, and explain the reasoning and response to changes in this section.)
Statistical Report: (This section must include 1) the metrics reported as descried in Exhibit A (your grant
application) and 2) the demographic data collected through the surveys.
1
DEI High Impact Grant
2023-2024
x
SLO Hillel
Jews of Color Series: Shine a Light on Identity and Antisemitism
SLO Hillel saw tremendous success with its second annual Jews of Color program supported by
the City of SLO's DEI High Impact Grant.
Our intent was to replicate our speaker program from the last grant cycle when we brought in Rain
Pryor and featured her at the Palm Theatre as a part of the Jewish Film and Learning Festival.
This year's program rolled out little differently, but with as much collaboration, enthusiasm, and
participation. What we wound up doing was in December, hosted in conjunction with Cal Poly Student
Affairs, a luncheon at the PAC Pavilion entitled, "Shine a Light on Antisemitism," featuring three Jewish
Hillel students with different ethnic backgrounds to hear their on-campus experiences since October 7th.
Then in May we partnered with the Diversity Coalition of SLO County to host Kiyomi Kowalski as our
guest speaker for "Shine a Light on Jews of Color" to highlight her intersectional identities and
anti-semitism at the SLO Museum of Art to a standing room only crowd.
The "Shine a Light on Antisemitism" luncheon included a full room of 100 guests, including Cal
Poly's President, Jeff Armstrong, and his wife, the Cal Poly Chief of Police, the deans of each
school, and staff from Cal Poly's Diversity and Inclusion office. Also in attendance were various
community leaders, faculty and staff, all of whom work in the City of SLO and many who reside
here.
Similarly, the "Shine a Light on Jews of Color" program at the SLO Museum of Art attracted a
crowd of community leaders from the Jewish community to those involved in the museum and in
the Diversity Coalition. The room was set for 75 and it wound up as standing-room only.
SLO Hillel issued a survey immediately following the programs at the PAC and SLOMA. The
results indicated a demographic that attendance during the PAC talk was largely 45+ and
identified as Caucasian. However, there was a strong cross-section of diversity with the 75+
attendees at the Kiyomi Kowalski event in age and color.
Page 188 of 477
Financial Report: (A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
2
Expenses included:
Venue fees -
$500 - PAC Pavilion
$1000 - SLO Museum of Art
Supplies and materials - $1000
Food costs - $1200
Graphics/Marketing materials/Promotion - $2150
Speaker Honorarium - $2500
Travel and expenses - $2000
Page 189 of 477
Grant Metrics & Performance Outcomes Template
(must be reported by all grant recipients)
3
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
Services directly provided by the grantee;
Program/project applications, instructions, trainings, products, or
concepts;
Information (orally or in printed, in-person, virtually or over the phone);
Any materials (flyers, brochures, etc.);
Referrals
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
4.Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
5.Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
6.Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in statistical
section above.
In collaboration with the Diversity
Coalition of SLO County, SLO
Museum of Art, Cal Poly Office of
Diversity and Inclusion and Student
Affairs, our program this year
virtually reached over 5000
individuals through our listservs alone
Implementation - 20
Program hosting - 8
Total service hours - 28
We held multiple meetings with the
collaborative groups for this program,
as working together wound up as a
result of planning the program, as
opposed to when we applied for the
grant.
Many started as consult meetings,
and to raise awareness of the Shine
A Light/Jews of Color program, and
resulted in partnership.
Total number of activities - 10
180 in-person attendees at the
presentations
Estimated 500 in tabling activities
on campus
Significant impact with this programming
due to global climate and frightening
spike in antisemitism this year. Program
attendees were grateful to understand
perspective; community/students were grateful
to know this program was happening
Page 190 of 477
Name Title Phone
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
4
Lauren Bandari Executive Director 805-295-0890
7/16/24 lauren.bandari@slohillel.org
Page 191 of 477
City of San Luis Obispo
Grant Recipient Report Template
Grant Name: DEI HIGH IMPACT GRANT
Grant Year: FY 2023-2024
Type of Report: Midyear Report (check box) End-year Report (check box)
Organization:
Project Name:
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.
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.)
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
San Luis Obispo Museum of Art (SLOMA)
Expanding Equity in Exhibitions
This project supports two upcoming exhibitions at SLOMA: "Whose Waters?" and "Maria Molteni: Beautiful Seven." Both exhibitions are set to
open soon (July 13 and August 2, respectively) and final preparations are currently underway. In addition to weekly docent tours and monthly
First Fridays events, confirmed public programming for the exhibitions includes:
Whose Waters?
7/13/24: Panel discussion with artists Gabriella Angotti-Jones, Stephen Milner, Shea Somma, and Joni Sternbach. Free & open to the public.
7/13/24: Second Saturdays free family art day. Free & open to the public.
8/11/24: Surfboard Swap. Free & open to the public.
Beautiful Seven
8/4/24: Games Are Magic! event for trans youth. Free & presented with project partners.
X
Demographic data of participants will not be available until after the exhibitions open and public programs begin.
A small portion of grant funds have been allocated to staff time for project planning; the majority of funds will be allocated after the exhibitions
open and public programming begins.
Total Grant Award: $9,424.38
Grant Funds Allocated To Date: $1,000 (curatorial staff time for planning the exhibitions and programs)
Remaining Grant Funds: $8,424.38 (to be allocated to add'l staff time, exhibition materials, marketing, accommodations/translations, and public
programming)
Page 192 of 477
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UndocuSupport Project Budget
Item
Original Amount
Requested in
Application
Notes Updated Budget -
as of April 22, 2024 Notes Item Updated Budget -
as of July 8, 2024 Notes Expenditures as of
June 30, 2024 Notes Total
Remaining
Personnel
UndocuSupport
Program Mananger $10,533.60
1/3 FTE for project coordination and
oversight including script development
and translation, arranging partners for
videos, overseeing filming, and grant
reporting. 95 days (Oct. 1, 2023 - Mar.
30, 2024.)
$10,533.60 $10,533.60 $7,155.00 Program Manager Salary $3,378.60
Partner Agency
Consultant/ Project
Co-Manager
$6,000.00
Coordinate and enhance video
dissemination, script editing and
oversight, actor and filming scheduling,
and reporting. (Approx. 8 hrs / mo. for 1
year at $60/hr for 100 hrs total.)
$6,000.00 Paid by Coordinating Agency: Center for
Family Strengthening $6,000.00 $6,000.00 Paid to CFS in lump sum of
$11,170 $0.00
Mileage
Program Manager $45.85 10 mi. roundtrip / video x 1 person x 7
videos $45.85 $45.85 $0.00 $45.85
Actors / Talent $550.20 60 miles roundtrip / video x 2 actors x 7
videos $550.20
Paid by Coordinating Agency: Center for
Family Strengthening. Total contract amount:
$11,170.20
$0.00 Combined into one lump sum for
actor compensation $550.20 $0.00
Mixteco
Voiceover $2,600.00
7 videos 4 min. or less. $300/video for
the Mixteco voiceover plus $500 flat fee
Admin. Bid.
$0.00
We have cast actors that are bilingual in both
Spanish and Mixteco which will be featured
as the main characters in every video. The
actors and director have agreed to film 14
videos (7 in Spanish and 7 in Mixteco) as
opposed to the 7 videos with the Mixteco
voiceover being used with the Spanish-
filmed videos, as was originally planned. For
Mid-Year Report explain that this funding
was shifted from the "Mixteco Voiceover" line
items to the Video Production line itme which
was orignally "Sky's the Limit" and is now
"Filming." This change will provide more of a
cultural connection with the Mixteco-
speaking community and more visual
representation of the individuals that speak
the language.
$0.00
Moved to Filming line item
as main actors cast speak
Mixteco and filming
completed by actors in
Spanish and Mixteco.
Video
Production
Filming $7,400.00 Video production (10 "How To" Videos.)
Bid.$10,000.00
$2,600 moved from the "Mixteco Voiceover"
line item to be added to the original $7,400
for a total of $10,000 for filming 7 additional
videos (7 filmed in Spanish and 7 filmed in
Mixteco,) filming environment, any additional
equipment.
$10,000.00 $5,000.00
Paid to Filmmaker /
Directory Alyssa Toledo.
Balance paid upon
completion of films.
$5,000.00
Script production
and translation $1,470.00 $35/hr x 6 hrs/ script x 7 Spanish scripts $1,470.00
Paid by Coordinating Agency: Center for
Family Strengthening. Total contract
amount: $11,170.20
$1,470.00 $1,470.00 Paid to CFS in lump sum of
$11,170.$0.00
Community
member actor
compensation
$700.00
$35/hr x 10 hrs/film including prep and
actual filming x 2 community members
(one per video)
$700.00 $3,700.20
Combination of Actor Mileage,
Community member actor
compensation and Partner
agency actor compensation into
one lump sum, paid out by CFS
$3,700.20
Paid to CFS in lump sum of
$11,170. Actors in process
of being paid.
$0.00
Partner agency
actors $2,450.00
$35/hr x 10 hrs/film including
coordinating meetings, script
memorization, and actual filming x 7
community members (one per video)
$2,450.00 $0.00 Combined into one lump sum for
actor compensation
Paid to CFS in lump sum of
$11,170. Actors in process
of being paid.
Props $271.02
Party decoations, food, drinks,
cups, plates, napkins, picture
frames for birthday party scene
(Medi-Cal video) and baby shower
theme (Intro video.) Taken from
"Partner Agency Video
Dissemination" line item.
$271.02 $0.00
Distribution
Partner agency
video dissemination $4,410.00
Video distribution via social media
including scheduling/timing coordination
($35/hr x 3 staff persons x 3 hr/ video x
14 vidoes)
$4,410.00 $4,138.98 Less $271.02 for props for which
there previously was no line item.$0.00 $4,138.98
$36,159.65 SUBTOTAL $36,159.65 SUBTOTAL $36,159.65 SUBTOTAL
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UndocuSupport Project Budget
Item
Original Amount
Requested in
Application
Notes Updated Budget -
as of April 22, 2024 Notes Item Updated Budget -
as of July 8, 2024 Notes Expenditures as of
June 30, 2024 Notes Total
Remaining
Admin
Community
Foundation $3,615.97 10% of Subtotal $3,615.97 10% of Subtotal $3,615.97 10% of Subtotal $3,615.97 $0.00
$39,775.62 Total Program Cost $39,775.62 Total Grant Budget $39,775.62 Total Grant Budget $27,762.39 $12,563.43
$11,170.20 CFS Total
Cell
$35/mo. x 10 mo. x
1 FTE
Rent ($2,900 / year)
IT 1200/year
Dissemination
Budget Ntoes Food estimate
$400 50 people (pizza, sodas, pan dulce, cafe, juice)
$1,600 200 people
Ask Food Bank to do a distribution
Possibly host at library
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City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Human Relations Commission
Staff Agenda Correspondence
DATE: September 9, 2024
TO: Chair and Commissioners
FROM: Nestor Veloz-Passalacqua, Diversity, Equity, and Inclusion Manager
SUBJECT: Item #4b – REVIEW OF THE DEI SLO BUSINESS GRANT YEAR-END
REPORTS
Staff received the year end-report for one of the grantees, regarding the DEI SLO
Business Grant, after the deadline. The information below provides detail of the report
submitted and is shown in italics:
1) Late submission of the year-end report for Certified Auto Repair, dba
SLOCAR
The Office of Diversity, Equity, and Inclusion received the year-end report for
Certified Auto Repair, dba SLOCAR on Friday, September 6, 2024, at 2:34pm,
which was passed the deadline. The report is now being made available to the
entire Human Relations Commission for their subsequent review.
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and SLOCAR Inc. dba Certified Auto Repair (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Keep the Community Rolling
repair mini-grants project as submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $10,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
SLOCAR Inc. dba Certified Auto Repair
393 March St
San Luis Obispo, CA 93401
Attn: Isaac Feldman
isaac@carofslo.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Isaac Feldmen, Grant Writer
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
SLOCAR Inc. dba Certified Auto Repair
Keep the Community Rolling
5/1/2015
112891
www.carofslo.com
City
San Luis Obispo
State / Province / Region
CA
Postal / Zip Code
93401
Country
United States
Street Address
393 Marsh Street
Address Line 2
Yes No
CONTACT INFORMATION
Isaac Feldman
3108040974
isaac@carofslo.com
Exhibit ADocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
Certified Auto Repair (CAR) has been serving the local community for over 30 years.
We are a family-owned-and-operated auto repair business situated in Downtown SLO.
CAR offers full-service auto repair for import and domestic vehicles, utilizing advanced auto diagnostic
equipment. Most of our mechanics are UTI graduates and/or ASE Certified, trained and qualified to service
import and domestic vehicles, including hybrid and electric vehicles.
Our Services Include but are not limited to:
● Belts/Hoses
● Brake Inspection
● Brake Repair/Service
● Check Engine Light Diagnostics
● Drivability Diagnostics
● Engine/Transmission Services
● Hybrid Battery Replacement
● Hybrid Repair
● Oil Change / Scheduled Maintenance
● Suspension Repair/Service
CAR proposes utilizing Jewish Family Services (JFS), a 501(c)3 nonprofit human services
organization, to screen customers for economic hardship so that we may issue micro-grants to
have vehicles serviced. To our knowledge, no other businesses, organizations, or agencies in our
community provide vehicle repair assistance to people enduring financial hardship. Requests for
auto repairs to just 1 agency exceeded $40,000 in 2022.
This grant would:
● Expand our marketing to include outreach to Spanish speaking households and other
underserved/underrepresented groups (ie. Black, Indigenous, People of Color, Women,
disabled, LGBTQIA+).
● Grow our customer base, especially within the underserved community
● Provide vital vehicle repairs to underserved/underrepresented individuals improving
independence and safety.
A new program
Continuation of an existing program
25,000
Advertising and Marketing: additional $500 to $1,000 per month as long as funds are available.
Direct microgrant towards automotive repair: up to $800 per customer as long as funds are available.
Contribution from shop: Varies, up to $300 per customer. CAR will often and upon ability directly contribute
towards lowering the bill of the pre screened underserved customer.
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6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
50-70%
Certified Auto Repair can provide an essential service for those who are economically challenged and
consistently underserved and underrepresented. There are no other businesses, agencies or organizations
in our community that formally provide vehicle repair assistance to people with financial hardship. The DEI
grant would allow us to: ● Expand our marketing to include outreach to Spanish speaking households and
other underserved groups (ie. Black, Indigenous, People of Color, Women, Students, diverseabled,
LGBTQIA+). ● Provide vital vehicle repairs to underserved/underrepresented individuals improving
independence and safety. ● Help women, seniors, homeless, diverseabled, medically indigent and many
others enduring financial hardships with life changing opportunities, enabling people to drive to work, school,
medical appointments and meet basic needs. ● With proper founding, we will be able to maintain and grow
our services to the underserved for years to come.
It is fairly easy to keep in touch with these customers over time. When we follow up with them, if they are still
able to rely on their vehicles and get to/from work/school, therapy, etc, we will consider this program a
success. All the repair and customer data are easily accessible in our point-of-sale system, which makes the
program trackable.
Signature
3/24/2023
Attachments
DEI Grant Business Plan for Certified Auto Repair.docx 14.66KB
2022 P&L.pdf 102.07KB
Statement of Diversity, Equity and Inclusion.docx 12.63KB
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DEI Grant Business Plan for Certified Auto Repair:
At Certified Auto Repair, we pride ourselves in being an integral part of the San Luis Obispo community
and have been striving to take care of all of our SLO neighbors as much as possible. Our owner and
many of our employees belong to minority communities and we are very sensitive to our communities’
needs. We understand how important it is for everyone in our amazing area to be able to have reliable
transportation to and from school and work, especially the underserved, who are often even more
reliable upon their vehicles than the more affluent community members. We understand that without
reliable transportation, many of our clients would not be able to go to school or work, which can have
extremely negative results in their lives. Without reliable transportation, our community members
would not be able to get themselves or their children to school or work, and many may end up back on
the streets. Below is a break down of some of the ways these funds will help us continue servicing our
communities as well as our process for serving those in need:
● Increase marketing to underserved/underrepresented individuals (ie. Spanish speakers,
Black, Indigenous, People of Color, Women, LGBTQIA+, diverse-abled) using printed
materials, advertising including social media and internet, 211 listing (budget $500-1,000 per month)
● Jewish Family Services of SLO (JFS) will contact community organizations (including but
not limited to: 211, Access Support Network, California Department of Rehabilitation,
CAPSLO, Center for Family Strengthening, Diversity Coalition, Gala Pride and Diversity
Center, Independent Living Resource Center, Latino Outreach Council, Lumina Alliance,
Transitions Mental Health Association, Restorative Partners, Womenade of Estero Bay)
distributing information and flyers explaining the project.
● Customers complete an online application for assistance with paying for their vehicle repairs, which
includes stating their needs and demographic information, all of which is entered into a spreadsheet for
record keeping and evaluation.
● They are then interviewed by the JFS Intake Coordinator and submit supporting
documents (ie. Identification, proof of income, written estimate of repair).
● Determination of eligibility for assistance is made based on need, income (based on
200% of the federal poverty level guidelines), and availability of funds.
● Once determined eligible, a micro-grant (up to $800) will be given to the customer to
cover part or all of the vehicle repair. If only part of the repair is covered, JFS will work
with the customer to find the balance of funds.
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● The vehicle repair is scheduled and completed.
● Follow-up with the customer with surveys to ensure satisfaction with the work
performed (via email and text) and customer still able to use car in longer term.
Breakdown of expenses: (exact numbers to be determined based on availability of funds)
Advertising: Around $500 per month
Print material (ie flyers): Around $500 per month
Micro-grants for vehicle repairs: $100-$800 per customer, based on repair costs and availabilities of
funds.
● Not all customers in underserved communities will require the micro-grants. Most are able to pay for
their own repairs. We would like to be able to be more accessible to the community at large and let
them know we are here to help. We employ Spanish speaking Service Advisors and Technicians. Our
shop owner is also in the minority community and fluent in Spanish.
Program Sustainability:
Certified Auto Repair has a long history of taking care of those around us. Since our conception, we
have always had a compassion for helping those that need it to the best of our ability. We have been
working with the JFS for a couple of years now and are both enjoying the relationship. It seems that we
will be continuing our program for as long as needed, as long as we’re able. Receiving the DEI grant will
have an enormous impact in our ability to serve, and if it is available in the years to come, our program
will certainly thrive. As far as we see it there will always be people in need, so the longer this grant is
available for, the more folks will be able to be assisted.
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Certified Auto Repair’s Statement of Diversity, Equity and Inclusion:
Certified Auto Repair provides services to anyone in our community regardless of their circumstances,
religious beliefs, race, ethnicity, national origin, diversability, gender identity/expression or sexual
orientation. What matters to us is that our customers can get to and from work and school reliably.
To screen for economic hardship we would utilize Jewish Family Services of San Luis Obispo (JFS), a
501(c)3 nonprofit human services organization that serves anyone in need regardless of their
circumstances, religious beliefs, race, ethnicity, national origin, diversability, gender identity/expression
or sexual orientation.
The Certified Auto Repair team puts people first. Our mechanics ensure vehicles are reliable to serve our
customers’ needs. We believe in a shared responsibility to support impactful changes throughout our
community and take a holistic approach, assessing the various needs of the individual or family. We
continuously evaluate the evolving challenges of our diverse community and adapt our support to the
resulting needs. "We are your community repair shop".
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Item 4b
Human Relations Commission
Agenda Report
For Agenda of: 9/12/2024
Item Number: 4b
FROM: Nestor Veloz-Passalacqua, Diversity, Equity, and Inclusion Manager
Phone Number: (805) 781-7073
E-mail: nveloz@slocity.org
SUBJECT: REVIEW OF THE DEI SLO BUSINESS GRANT YEAR-END REPORTS
RECOMMENDATION
The Human Relations Commission (HRC) to review the 2023 -24 DEI SLO Business Grant
year-end reports and provide staff with any updates as part of their respective liaison
assignment roles.
BACKGROUND
The 2023-24 DEI SLO Business Grant funding recommendations were approved by
Council on June 20, 2023. On January 10, 2024, the HRC assigned liaison roles for each
grant recipient. In January 2024, the grant recipients provided to the Office of Diversity,
Equity, and Inclusion (DEI) their mid-year reports. In August 2024, the grant recipients
provided their year-end reports. As required in the contract signed by the grant recipients,
a mid-year and year-end reports are required to be submitted to the Office of DEI detailing
information for the entire grant cycle. Commissioners will review and provide feedback to
staff on their review of the year-end reports.
Commissioner Organization Project/Program
Chair Kasprzak
Corazón Café Café, Comida, Cultural and
Community!
Mission Headstrong Autism Personal Training
Program
Vice Chair Campos N/A
Commissioner DeTurris
Alpenglow Industries
Soldering and Electronics
for Folks
Underrepresented in
STEM.
Twig & Arrow Twig & Arrow Salon
Diversity and Inclusion
Commissioner Smith Banchan Foods Kimchi Business
Seeds Seeds Community Events
Commissioner Warrecker Concussion Navigation
Services
Financial Aid for
Concussion Care
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Item Click or tap here to enter text.
Commissioner Carlotti SLOCAR Keep the Community
Rolling
Commissioner Ambrosio Ten Over Studio
Ten Over Studio
Affordable & Workforce
Housing Feasibility Studies
Texture Retail & Admin Support
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 and 2) ask staff to follow with recipient if
questions arise.
ATTACHMENTS
A - 2023-24 DEI SLO Business Grant Contracts
B - 2023-24 DEI SLO Business Grant Year-End Reports
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Alpenglow Industries (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to six Soldering and Electronics for
Folks Underrepresented in STEM workshops as submitted in its application to the CITY on
March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $18,353, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
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7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Alpenglow Industries
3485 Sacramento Dr Suite F
San Luis Obispo, CA 93401
Attn: Carrie Sundra
carrie@alpenglowindustries.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Carrie Sundra, Founder
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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Exhibit ADocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A
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Total
Income
Total Product Sales $88,464.98
Total Discounts -$55.35
Office Sublease $12,375.00
Refunds-Allowances -$707.92
Other Sales $28.68
Sales Tax Paid - Contra -$287.00
Services $21,602.50
Shipping Income $45.00
Total Income $121,465.89
Total Cost of Goods Sold $34,244.01
Gross Profit $87,221.88
Expenses
Total Marketing $44,462.58
Total Office & Admin $9,879.21
Total Operating Expenses $36,711.78
Total Payroll Expenses $107,720.52
Research & Dev $7,099.70
Uncategorized Expense $1,360.00
Total Expenses $207,233.79
Net Operating Income -$120,011.91
Total Other Income $5,007.90
Net Other Income $5,007.90
Net Income -$115,004.01
Thursday, Mar 30, 2023 09:44:38 AM GMT-7 - Cash Basis
Alpenglow Industries
Profit and Loss
Since March 30, 2022
Note: Prior to last year, the business made half of its income from
consulting services and was profitable. The loss last year is
because we shifted from consulting to developing new products in
a new market - maker and educational electronics, and are in the
process of ramping up in that market. We cut back on labor in the
fall of last year to extend our runway. We are privately funded
through at least summer of 2024 with our current rate of burn.
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AMENDMENT No. 1 TO DEI SLO BUSINESS GRANT AGREEMENT
THIS AMENDMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Banchan Foods (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, on June 29, 2023, GRANTEE and CITY entered into an Agreement for Diversity
Equity Inclusion SLO Business Grant (the “Agreement”), in which GRANTEE agreed to provide
and increase culinary diversity and promote Korean culture in San Luis Obispo as further described
in GRANTEE’s application submitted to the CITY on March 28, 2023 (the “Services”); and
WHEREAS, GRANTEE was unable to complete the Services by June 30, 2024 because of delays
in processing by the State for the Processed Foods Registration permit, and, after being forced to
move business locations, GRANTEE was required to amend their State and County operating
permits; and
WHEREAS, GRANTEE is now able to complete the services further described in Exhibit 1
because they have successfully obtained the required State and County permits for operation, and
the remaining unused funds will be used to amend their permits to reflect their new business
location; and
WHEREAS, the CITY reaffirms its finding that GRANTEE’s services will provide a benefit to
the community by enhancing a sense of belonging for all people and contributing to a community
that is welcoming, inclusive, equitable, and safe, and the goals of GRANTEE’S services will be
properly met if GRANTEE is allowed a reasonable extension of time to perform the services.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants
hereinafter contained, the parties hereto agree as follows:
1)AMENDMENTS. The parties agree to amend the Agreement as follows:
a)Paragraph 1 is deleted and replaced as follows:
The Parties acknowledge that GRANTEE made some of its Services, as described in its
application (the “Application”), incorporated by reference and attached to the Agreement
as Exhibit A, available to CITY residents in 2023 and 2024. GRANTEE further agrees to
complete the services described in Exhibit 1 of this Amendment by December 31, 2024.
b) Paragraph 2 is deleted and replaced as follows:
The Parties acknowledge that GRANTEE provided CITY with a mid-year report on
January 10, 2024. GRANTEE shall provide a final program report, summarizing
administrative, statistical, financial, and client Service activities in the form of Exhibit 2 of
this Amendment, by January 20, 2025.
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2) FAILURE TO PERFORM. Should GRANTEE fail to perform the services described in
Exhibit 1 on or before December 31, 2024, GRANTEE shall return to the CITY a prorated sum
calculated by the CITY which represents the funds granted to GRANTEE but unused by
December 31, 2024. Additionally, should GRANTEE complete the services described in
Exhibit 1 at a cost lower than the funding amount granted by the CITY, GRANTEE shall return
to the CITY the excess funds. Either or both reimbursement(s) shall be made no later than
January 20, 2025. Should GRANTEE fail to provide a final program report by January 20,
2024, GRANTEE may be deemed ineligible for future grants or other financial aid offered by
the CITY.
3) FORCE AND EFFECT. Except as set forth in this Amendment, all terms and conditions of
the Agreement shall remain in full force and effect.
4) PRIORITY ORDER. In the event of a conflict between the Agreement and this Amendment,
the terms of this Amendment shall take precedence.
5) AUTHORITY TO EXECUTE. Each Party represents and warrants that it has full power and
authority to execute this Amendment and to undertake each and all of its respective obligations
hereunder, and that each person executing this Amendment on its behalf is duly and validly
authorized to do so.
6) COUNTERPARTS. This Amendment may be executed in counterparts, each of which shall
be deemed an original and all of which shall be taken together and deemed to be one
instrument. The parties further agree that a signature transmitted via facsimile or e-signature
shall be deemed original for all purposes hereunder.
GRANTEE
By: _______________________________________
Trina Lee, Owner
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Deputy City Manager
APPROVED AS TO FORM:
By: ________________________________________
Sadie Symens, Deputy City Attorney
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MEMO
TO: City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Nestor Veloz-Passalacqua
Diversity, Equity, & Inclusion Manager
FROM: Trina Lee
Banchan Foods
DEI SLO Business Grant
FY 2022-2023
SUBJECT: REQUEST FOR EXTENSION OF AGREEMENT
Thank you for considering this request for extension of the DIVERSITY EQUITY INCLUSION SLO
BUSINESS GRANT 22-23 Agreement between Trina Lee/Banchan Foods and the City of SLO.
Due to setbacks in securing the necessary permits to operate, the grant funds have not been exhausted
before the end of the Agreement period. Therefore, I am requesting a 6-month extension to the
Agreement.
I experienced setbacks in the process of securing the necessary permits to operate, which delayed the
launch of my business by several months. The most significant setback was the processing of my
California Processed Foods Registration application by the California Department of Public Health’s Food
and Drug Branch.
Permit Application Processing Delays
Commercial kimchi production requires several permits. One of these permits is a Processed Foods
Registration from the California Department of Public Health (CDPH). Navigating the permitting process
was extremely challenging, but after numerous meetings and phone calls with local and State Health
Department representatives, as well as outside resources, I completed my application for Processed
Foods Registration in September 2023. Unfortunately, the State had a backlog of applications, and
processing took 5 months. I received final approval on February 6, 2024.
Subsequently, I applied for the Dependent Food Service Operator Permit from the SLO County
Environmental Health Services Division, which was approved on March 25, 2024. After that, I applied for
the Temporary Food Facility Multiple Events Permit, which was approved on May 9, 2024. I made my first
legal sale the following day on May 10, 2024.
Unfortunately, the period of time during which I was able to legally sell kimchi was very brief. Ownership
of the Commercial Kitchen space I rented changed, and the new landlord refused to honor the terms of
my lease. I was forced to move. On May 22, 2024, I moved to a new commercial kitchen location within
Exhibit A
Page 242 of 477
the City of SLO. Since all of my permits are attached to the old kitchen address, I will have to obtain new
permits before I can return to legally selling my kimchi.
Financial Report
Balance:
$23,656.00 spent
$1,344.00 remaining
Equipment - $4,663.17
Supplies - $4,223.83
Rent - $9,350.00
Permits & Licensing - $2,236.08
Insurance - $289.00
Food Costs - $662.32
Services - $194.80
Mileage - $2,036.80
Planned Business Activities
Changing kitchens requires amending my permits to reflect the new kitchen location. This will cost $1,344
in permit application fees.
August
Apply for Processed Foods Registration from the California Department of Public Health.
September
Apply for updated Dependent Food Service Operator Permit and Temporary Food Facility
Multiple Events Permit from SLO County Environmental Health Department.
Submit an updated Year-End Report reflecting the utilization of remaining grant funds.
Planned Utilization of Remaining Funds
Upcoming expenditures:
Application fees to amend all permits to reflect new kitchen location:
$556 - Processed Foods Registration+Health Safety Fee
$488 - Dependent Food Service Operator Permit-Moderate Prep
$300 - Temporary Foods Facility Multiple Events Permit
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Thank you for your consideration of my request for extension. I look forward to completing the necessary
steps to get this business fully launched in the coming months.
Trina Lee
Banchan Foods
805-704-5004
banchanfoods@gmail.com
Page 244 of 477
DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Banchan Foods (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Kimchi Business as submitted in
its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $25,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE shall complete the five-hour Small Business Development Center (SBDC) course
within 30 business days of fund disbursement. Proof of completion shall be provided to
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CITY. If GRANTEE fails to provide timely proof of completion, CITY reserves the right to
pursue return of the awarded funds in civil action.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Banchan Foods
97 Ash Ave #183
Cayucos, CA 93430
Attn: Trina Lee
caltrinalee@gmail.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Trina Lee, Owner
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
WHO PREPARED THIS APPLICATION (if different than above)
BUSINESS INFORMATION
Banchan Foods
Kimchi Business
3/31/2023
NA
NA
City State / Province / Region
Postal / Zip Code Country
Street Address
Address Line 2
Yes No
CONTACT INFORMATION
Trina Lee
8057045004
calltrinalee@gmail.com
Exhibit ADocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1
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PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
Banchan Foods is a new kimchi business that seeks to increase culinary diversity and promote Korean
culture in San Luis Obispo. With a grant request amount of $25,000 and a total project budget of $55,000
(with the other $30,000 self-funded), Banchan Foods will produce and sell kimchi directly to consumers
through its website and at local farmers' markets. The company will also wholesale the product to SLO
Oriental Market, SLO Co-Op and other brick and mortar outlets.
To ensure sustainability, Banchan Foods will prioritize using locally sourced ingredients, eco-friendly
packaging, and a zero-waste production process. To make Korean culture more accessible and inclusive,
Banchan Foods will offer a range of kimchi options to cater to different dietary needs and preferences,
including spicy, vegan, and traditional options.
In addition to selling kimchi, Banchan Foods will use its social media platforms to promote Korean culture
through instructional and informative videos about the significance of kimchi to Korean culture. The business
owner intends to collaborate with the local Korean American community, including the CalPoly Korean
American Student Association, to increase community involvement and foster appreciation for Korean
culture.
Through this venture, Banchan Foods aims to create a sustainable business model that benefits
underserved communities in San Luis Obispo while promoting the importance of cultural diversity and
inclusion.
A new program
Continuation of an existing program
25,000
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5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
EQUIPMENT $4,570
Robo Coupe $2,200
Mandoline x 3 $105
Commercial Vitamix $530
Knives $200
20-qt Stock Pot x 2 $120
Cambros x 6 $300
Booth Supplies $400
Smart Lav+ Mic $80
Ring Light $35
Tripod + Mount $200
MILEAGE $1,800
2800 miles/year $1,800
FOOD COSTS $9,100
Food $175 /100 jars $9,100
MATERIALS $6,890
Jars + Lids $4,530
Labels $1,510
Merchandise $600
Office Supplies $250
RENT $10,040
kitchen $25/hrx40hs/mo $1,000
Cold Storage $200/mo $200
Farmer's $170/wk $8,840
INSURANCE $1,200
Product liability $1,200
LICENSING $1,085
CA Processed Food Registration $456
SLO Health Dept Temp Food Facility $294
SLO Business License $95
Food Manager Certification $150
County Farmers Market Certified Producer Permit $90
SERVICES $8,436
Webhosting $40/mo $480
Bookkeeping $300/mo $3,600
Website Design $3,000
Legal and Tax Services $1,200
Canva $13/mo $156
TAXES $12,289
Income Tax $12,289
TOTAL $55,010
Approximately 45%
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7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
It will provide a new and unique culinary experience to the community, which will increase the diversity of
food options available in the city. This will not only benefit those who are already familiar with Korean
cuisine, but also those who may not have been exposed to it before, thereby promoting cultural exchange
and appreciation. Secondly, as a Korean American-owned business that specializes in producing a
traditional Korean dish, Banchan Foods will bring visibility to the underrepresented Korean American
community in SLO. By sharing my cultural heritage and story through food, I hope to foster understanding
and appreciation for Korean culture among the wider community. In doing so, Banchan Foods will also serve
as a unifying force for the local Korean American community, who will see their culture represented and
celebrated through this business. Finally, Banchan Foods will utilize its social media platform to promote
Korean culture and increase understanding and appreciation for Korean food and traditions. Through
instructional videos and educational content, Banchan Foods will provide a window into the rich history and
cultural significance of kimchi and other traditional Korean dishes. Furthermore, Banchan Foods plans to
collaborate with the local Korean American community to promote and celebrate Korean culture in SLO.
One avenue for collaboration is through engagement with the Korean American Student Association at
CalPoly. By partnering with the club, Banchan Foods can engage with the community and foster a deeper
appreciation for Korean food and traditions. Through these efforts, Banchan Foods will increase the visibility
of Korean culture and provide a unique and valuable contribution to the culinary diversity of SLO. By
promoting inclusivity and understanding of diverse cultures, Banchan Foods will also foster a more
connected and supportive community for all.
Indicators of Success:
- average of at least 100 units sold per week
- available in at least 5 brick and mortar locations within the first year
- average of at least 20 instances of social media engagement (likes, comments, shares) per week
Signature
3/28/2023
Attachments
Banchan Foods - Business Plan.pdf 50.16KB
Banchan Foods - Profit and Loss Report.pdf 65.93KB
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3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
Banchan Foods - DEI Statement.pdf 24.29KB
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Business Plan
Banchan Foods
Banchan Foods is a new business that specializes in producing and selling authentic Korean
Kimchi.Our product will be sold at local farmers'markets and health food stores in San Luis
Obispo County at a competitive price of $12 per jar.Our mission is to provide customers with a
unique,healthy,and flavorful product that will keep them coming back for more.We are
committed to providing top-notch customer service,and we aim to expand our product offerings
in the future.Our startup budget of $55,000 will be used for the purchase of necessary
equipment,website development,branding,packaging,and marketing.
Market Analysis:
The market for fermented food products like Kimchi has been on the rise due to the increasing
awareness of the importance of gut health.Furthermore,Korean food has gained popularity in
recent years,and the demand for authentic Kimchi has increased in the US.Our target market
is health-conscious individuals who are looking for natural and organic food products that taste
great.Our customers will be those who are looking for unique and flavorful condiments to add to
their meals.
Marketing and Sales:
Our marketing strategy will be to leverage the power of social media platforms such as
Instagram,Facebook,and TikTok to reach our target audience.We will also partner with local
health food stores and farmers'markets to promote our product.To increase brand awareness,
we will attend food festivals and events,and we will offer samples to customers.Our sales
strategy will include offering a discount for customers who buy in bulk.
Product Line:
Our initial product line will include three flavors of Kimchi:traditional,vegan,and spicy.We will
use high-quality ingredients to ensure the best taste and flavor in each jar.Our Kimchi will be
made in small batches to ensure freshness,and we will use glass jars that are recyclable and
environmentally friendly.
Operations:
To start,I will be the only employee.I will handle production,sales,and delivery.I will be
responsible for making Kimchi,packaging,labeling,and delivering the product to the farmers'
market and health food stores.We will rent a space in a commercial kitchen in the City of SLO
where we will make our Kimchi.
Financial Projections:
Our total startup budget is $55,000,which includes equipment,website development,branding,
packaging,and marketing.We project our revenue in the first year to be $79,000 with a net
profit of $32,000.By the end of the third year,we expect to reach a revenue of $133,000 with a
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net profit of approximately $54,000.We will reinvest our profits into expanding our product line
and increasing production capabilities.
Conclusion:
Banchan Foods aims to provide customers with a unique and flavorful product that is healthy
and affordable.We are confident that our focus on quality,customer service,and marketing will
enable us to grow and establish ourselves as a reputable brand in the fermented food industry.
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Banchan Foods is a proposed kimchi business that aims to increase the culinary diversity of
SLO by sharing a beloved and essential aspect of Korean culture.Kimchi is not only a staple in
Korean cuisine but an essential part of Korean identity.By starting this business,I hope to share
my culture and unite the local Korean American community while also fostering understanding
and appreciation for Korean culture among the broader community.
The lack of representation of underrepresented cultures in the local food industry is a significant
issue.My mission is to increase the culinary diversity of the City of SLO by introducing
traditional Korean kimchi to the local food scene and to use my business as a vehicle for
promoting diversity,equity,and inclusion.
Overall,Banchan Foods seeks to contribute to a more diverse and inclusive community in SLO
by sharing the cultural significance and deliciousness of kimchi with everyone.The grant will
provide an opportunity to turn this vision into a reality and make a meaningful impact in the
community.
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Banchan Foods Profit and Loss Report
Profit and Loss Report
Revenue Year 1 Year 2 Year 3
Sales $79,200.00 $110,880.00 $133,056.00
Less: Discounts and Allowances $1,000.00 $1,400.00 $1,680.00
Net Sales $78,200.00 $109,480.00 $131,376.00
Cost of Goods Sold
Materials $15,740.00 $22,036.00 $26,443.20
Overhead $4,655.00 $6,517.00 $7,820.40
Total Cost of Goods Sold $20,395.00 $28,553.00 $34,263.60
Gross Profit $57,805.00 $80,927.00 $97,112.40
Operating Expenses
Advertising $500.00 $700.00 $840.00
Rent $10,040.00 $14,056.00 $16,867.20
Insurance $1,200.00 $1,680.00 $2,016.00
Mileage $1,800.00 $2,520.00 $3,024.00
Depreciation $600.00 $840.00 $1,008.00
Other Expenses $500.00 $700.00 $840.00
Total Operating Expenses $14,640.00 $20,496.00 $24,595.20
Operating Profit (Loss)$43,165.00 $60,431.00 $72,517.20
Add: Other Income
Other Income $1,200.00 $1,680.00 $2,016.00
Profit (Loss) Before Taxes $44,365.00 $62,111.00 $74,533.20
Less: Tax Expense $12,289.11 $17,204.75 $20,645.70
Net Profit (Loss)$32,075.90 $44,906.25 $53,887.50
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Concussion Navigation Services (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Financial Aid for Concussion Care
program as submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $10,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403
6/27/2023 | 4:44 PM PDT
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Concussion Navigation Services
75 Higuera St Suite 155
San Luis Obispo, CA 93401
Attn: Stacey Ritter
Concussion.navigator@gmail.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Stacey Ritter, Concussion Specialist
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
Concussion Navigation Services
Financial Aid for Concussion Care
7/1/2021
116948
theconcussionnavigator.com
City
San Luis Obispo
State / Province / Region
CA
Postal / Zip Code
93401
Country
United States
Street Address
75 Higuera St
Address Line 2
Suite 155
Yes No
CONTACT INFORMATION
Stacey Ritter
8054524196
concussion.navigator@gmail.com
Exhibit ADocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
Concussion Navigation Services (CNS) is the only specialty concussion rehab clinic on the Central Coast.
Insurance coverage and reimbursement for patients and healthcare providers is inadequate, therefore CNS
does not accept insurance. While CNS fees for initial evaluation ($125, 90 minutes), and concussion rehab
appointments ($90, 60 minutes) are very reasonable, out-of-pocket medical costs can still be prohibitive.
Every brain is important, and should have access to appropriate care, regardless of insurance or income.
Youth athletes are especially vulnerable, including children who participate in recreational activities, club
sports, and school teams. Others who may be impacted include those experiencing healthcare disparity,
Medical/CenCal clients, out-of-area students, and individuals who cannnot work because of their
concussion.
The purpose of this proposal is to secure funding to offset the cost of concussion care for the
uninsured/underinsured, marginalized, or economically insecure. The intention is to create sliding scale or
pro bono options, so that ability to pay is not a barrier to brain health. Current research evidence states that
“rest & wait” is no longer considered best practice; early, active rehab leads to best outcomes. Ensuring that
everyone has the opportunity to heal completely after concussion supports developmental, academic,
business & community success.
A new program
Continuation of an existing program
10,000
$10,000 would allow CNS to see 2 patients per month pro bono or sliding scale for an initial assessment,
plus 2 follow up appointments. (IA= $125, FU x 2= $180; $305 per patient. $305 x 2 patients, x 12 months =
$7320; $2680 remaining allows for pro bono or sliding scale pre-injury baseline testing, additional patients,
additional appointment per patient, etc.
100
Diversity: people of color, and members of the LGBTQ+ community experience health care bias and
disparity as a statistical fact, leading to below average access to affordable health care option, or access to
healthcare providers to represent DEI standards. Equity: every brain should have access to the best
concussion care available in the community. Inclusion: every individual should feel safe in seeking care after
concussion, regardless of their individual circumstance.
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8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
Number of patients seen per month who would otherwise not be able to avoid concussion care.
Number of referrals from other health care providers who are aware this service is available.
Cost savings per year to community members for care they otherwise would not have had access to.
Signature
3/16/2023
Attachments
CNS Business Plan summary 2023.docx 45.04KB
CNS 2022 TAX.docx 15.54KB
DEI statement.docx 13.48KB
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Business Plan
Company Description
Concussion Navigation Services (CNS) provides the community with evidence-based, best-
practice recommended resources for education, compliance, testing and case management for
groups and individuals, specific to concussion/mild traumatic brain injury (mTBI). As the local
industry leader in concussion management, CNS clients receive one-on-one, patient-centered
care from a concussion specialist, who creates a plan of care specific to the client’s individual
needs. In collaboration with other multi-disciplinary clinicians, the CNS Athletic Trainer
Navigator helps clients access support, resources and referrals to ensure best recovery
outcomes. CNS will always ensure a welcoming, inclusive, positive and professional
atmosphere to aid in the healing process. CNS also provides on-going professional education
for healthcare providers who may have contact with concussion patients.
Vision
To create access to evidence-based, comprehensive concussion care, management, and
education.
Mission: to maximize injury recovery and positive patient outcomes
o Concussion care is complicated, confusing, and constantly changing
o Be the AT/concussion specialist for those who otherwise would not have access to
rehab services
o Concussions are not being treated according to the evidence, patients are suffering
for far too long, with little hope for recovery, and it is a solvable problem.
o NAVIGATION by an experienced concussion specialist is essential to full recovery
o Provide evidence-based, best practice standards in concussion management
o Demonstrate ability as local industry leader in concussion management
o Ensure a welcoming, positive and professional atmosphere to aid in healing process
Core Values
o Integrity
o Professional ethics and standards
o Empathy and compassion
o Individualized, whole-person care
o Equal access to all patients in need
o Interdisciplinary collaboration
Strategic Objectives
1. Pre-Injury Baseline Testing
● Beginning with individual clients, eventually expanding to teams and/or
organizations
● Middle school, youth sports (minimum age 12 years old), adult athletes
● Baseline testing significantly improves likelihood that client will return for injury
management should a concussion occur
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2. Injury Management and Navigation
● Become to primary provider for concussion management in San Luis Obispo
County
● KPIs:
o Patient Reported Outcome Measure (PROM): >90%
o Net Promoter Score (NPS): >50
o new clients per month: 8
o visits per week: 20
o cancellation rate: <10%
3. Community and Healthcare Provider Education
● Pre-season concussion education for youth and middle school sports
communities
● On-going, research update in-services for healthcare clinicians regarding
concussion statutes, management, legalities, etc.
● KPI: 10 presentations per year
4. Develop multidisciplinary, comprehensive network of concussion specialists for San Luis
Obispo County residents
● Maintain and build on current relationships within local community
● Curate new relationships locally, as well as those available via telehealth
● Participation in CME/CEU events that attract like-minded clinicians
Service Features
o Central location within San Luis Obispo County, and mid-way between San
Francisco and Los Angeles
o No Insurance Required- Health Savings Accounts accepted
o Cash Program
o Concussion Specialist- undivided specialized care/attention
o Individualized, patient-centered care
o Certified Athletic Trainer with over 30 years of clinical experience, with multiple
awards of achievement
o Next Day Access
o Pre-Injury Baseline testing
o State-Mandated Graduated Return to Play
o Care for acute or prolonged concussions
o Collaboration with MDs/DOs and Athletic Trainers
o Assist patients in navigation to additional specialty clinicians
o Coordination with school nurses, counselors, academic support
o Continuing provider education updates
o On-going evidence based research updates via CCMI, a global network of
concussion specialists.
Market Analysis
Comprehensive, multidimensional concussion management is overwhelming for patients as well
as health care professionals. According to most current research, concussion management and
full return to pre-injury status is a complicated process, requiring multiple specialists. In addition,
each brain injury is unique, and must be treated in an individualized manner for best outcomes.
Best-practice recommendations for recovery strategies continue to evolve in real time. CNS
offers navigation of case management throughout the continuum of care that patients or health
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care providers can access in order to facilitate & expedite full and complete recovery from
concussion.
To date, it appears there is no other service in the local medical community that offers this level
of comprehensive care. There is no other concussion specialty rehab clinic within approximately
150 miles. The closest concussion-based service is Cottage Hospital, with locations in Solvang
and Goleta. There are concussion care programs in San Francisco, Bakersfield, and Los
Angeles, which are all approximately 200 miles away. There are individual physical therapy
practices that offer concussion rehab. Physical therapy appointments are generally shorter and
utilize aides to carry out pre-set plans of care. They will also perform only those interventions for
which they can bill insurance for reimbursement, limiting the degree to which a patient’s care
can be individualized based on their needs.
San Luis Obispo County has a very high volume of physically active residents, spanning all
ages and skill levels. There are 9 local high schools, a Division I university, a community
college, and countless youth, club, intramural and recreational sports/activities.
Profile of target customer
Physically active individuals who desire to recover to pre-morbid levels of physical, cognitive,
professional and/or academic function. Acute and chronic cases, as well as those youth athletes
who are mandated to complete CA/CIF return to play protocols. Individuals who have no access
to an AT, or whose case requires a higher level of service than an AT is able to provide.
CA State Youth Sports Concussion Law
CNS will adhere to the following state mandates:
In accordance with California state law (Ca Ed Code 49475, AB25, AB2007):
A. An athlete who is suspected of sustaining a concussion or other head injury in an
athletic activity shall be immediately removed from the athletic activity for the
remainder of the day, and shall not be permitted to return to any athletic activity until
he or she is evaluated by a licensed health care provider.
B. The athlete shall not be permitted to return to athletic activity until he or she receives
written clearance to return to athletic activity from a licensed health care provider. If
the licensed health care provider determines that the athlete sustained a concussion
or other head injury, the athlete shall also complete a graduated return-to-play
protocol of no less than seven days in duration under the supervision of a licensed
health care provider.
C. “Licensed health care provider” means a licensed health care provider who is trained
in the evaluation and management of concussions and is acting within the scope of
his or her practice.
D. To be in compliance with California Interscholastic Federation (CIF): The “scope of
practice” for licensed health care providers and medical professionals is defined by
California state statutes. This scope of practice will limit the evaluation to a medical
doctor (MD) or doctor of osteopathy (DO).
For purposes of the policies and procedures of CNS to satisfy the requirement of the CA State
Youth Sport Concussion Law, the evaluation required of a licensed health care provider shall be
performed by the PTP, who may be a California licensed medical doctor (MD) or doctor of
osteopathy (DO).
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DEI STATEMENT
Concussion Navigation Services takes the broadest possible view of diversity, equity
and inclusion. Every member of our community should have equal access to
evidence-based, best practice health care services.
Each person brings unique perspectives and experiences to their healthcare
journey. All of our community members deserve equal access to educated, current,
compassionate, & professional health care providers.
Visible and invisible qualities that make up each individual are valued at CNS
CNS is committed to using diversity, equity, and inclusion practices to create an
atmosphere that supports the needs of each person seeking care.
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CONCUSSION NAVIGATION SERVICES, LLC
TAX YEAR 2022
Revenue:
Baseline Plus 600
ImPACT only 150
Injury Screens 125
Initial Assessment 6375
Regular Visit 24478.17
Honorariums/consult 3125
CX-NS fee 600
Total Revenue 35453.17
Expenses:
clark 1315.89
CCMI 1188
marketing 1659.5
entertainment/meals 462.82
rent 16968
uniforms 0
sway? 0
website 216
fax 83.87
ImPACT 130
con ed 2376.34
bus lic/LLC 388.25
insurance 546
equip/furnish/ofc supp 1247.96
repairs/maint 0
square fees 604.97
NATA dues 66.25
self-empl tax 0
phone/internet 1079.7
electric 20.57
trash 191.89
water/sewer 133.39
owner draw 3500
Total Expenses $32,179.40
Profit / -Loss 3273.77
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Corazón Café (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to the Café, Comida, Cultura &
Community business as submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $9,011, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE shall complete the five-hour Small Business Development Center (SBDC) course
within 30 business days of fund disbursement. Proof of completion shall be provided to
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CITY. If GRANTEE fails to provide timely proof of completion, CITY reserves the right to
pursue return of the awarded funds in civil action.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Corazón Café
847 Higuera St.
San Luis Obispo, CA 93401
Attn: Sarah McGrath
corazoncafeslo@gmail.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Sarah McGrath, Grant Writer
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
Corazon Cafe SLO LLC
Cafe, Comida, Cultura & Community!
3/27/2023
pending- already applied
@corazoncafeslo - Instagram
City
San Luis Obispo
State / Province / Region
Ca
Postal / Zip Code
93401
Country
USA
Street Address
847 Higuera St
Address Line 2
Yes No
CONTACT INFORMATION
Sara McGrath
805-540-1673
corazoncafeslo@gmail.com
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
From decades of experience in downtown restaurants, to starting a starting catering business, and now
opening a store front, we are excited to provide coffee culture with a Mexican twist as well as as a small
Mexican fusion menu in downtown SLO. We have big dreams of sourcing all products from diverse
providers, of showcasing- and underrepresented- local talent on our walls, creating a system for donations
back to the community and being a hub for cultural experiences. We especially hope that our Latino
community, especially those who work inservice in downtown SLO, feel at home in our cafe. We have
families made up of immigrants, non English speakers, LGBTQ and neurodiverse members. Inclusion is our
game! "Corazon" means heart in Spanish. We put all our heart into our food and our business, and it is in
the heart of our beautiful downtown!
A new program
Continuation of an existing program
9,011
Printing (bilingual, large print menus) , signage, tshirts and promotional, Positive Xpression Design: $1011
Art After Dark with underrepresented artists - promotion, gallery space upkeep, refreshments (Neurodiverse,
BIPOC, etc): $1200
Website design: $5000
Business strategy and marketing from Heraldo Creative Studio: $800
Accounting consultation in our first year so we can have all legal and financial matters in good standing
$1000
Total: $9011
We are incurring significant start up costs in all areas. We tried to identify areas in which to ask for support
that were specific to a fixed amount. We hope the grant will cover all it is specifying. Our start up costs will
be totaling approximately $70,000
Most of our immigrant friends in SLO do not frequent existing coffee shops. We want to create a cafe where
they feel welcome, serving coffee and pastries the way they love them. Cafe de olla y conchas! We want to
share our pride in our roots and teach the whole community how rich and diverse Mexican culture is. Food
brings people together!
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8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
Successful business that supports our families (made up of immigrants and family members with disabilities)
The need to hire more people.
Inquiries from diverse community members to: showcase their work, work at the cafe, get involved. Seeing
who becomes our "regulars"
The success of our early morning coffee hour "Buenos Dias SLO" with Mexican cafe de olla and pan dulce-
does it become a "thing"? Do our fellow working immigrants start to gather in our space to start the day? Do
we now need to make additional pots of cafe de olla, instead of one?
Signature
3/30/2023
Attachments
Corazón Café.docx 199.4KB
Corazon Cafe 2023 proforma.xlsx 14.12KB
Diversity Equity and Inclusion Statement.docx 12.89KB
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Corazón Café
847 Higuera St, San Luis Obispo
Vision
Our vision is to be a community gathering space for both tourists and locals where our customers
can experience popular coffee drinks as well as learn and appreciate aspects of Mexican and
Latin American culture not widely seen locally. Specifically, we hope to share about Southern
Mexico and indigenous Mayan recipes. Our vision is that our diverse Latino population will feel
at home in our space and that others will feel they have had a cultural experience after they
leave. We want to be involved in our community by donating to local nonprofits. We hope to
support other local BIPOC and women owned businesses by contracting with them for things
such as baked goods and marketing support.
Mission
To serve drinks and a small menu in the heart of downtown San Luis Obispo influenced by our
experiences of coffee culture in Southern Mexico and Latin America.
Owners: Pedro Arias Lopez, Crescencio Villar and Sara McGrath. The proprietors of Corazon
Café have over 35 years of combined experience in popular downtown restaurants and cafes.
They have successfully run a catering business for the last 5 years and have developed
relationships with many local businesses and community members. They have participated in
street festivals such as Dia de los Muertos, catered for many private parties, and have regular
pop-ups at local wineries and breweries.
Operations: Owners Pedro and Crescencio to work full time. 3-4 part time employees.
Hours: 7 am to 5 pm Sunday-Wednesday, 7am-7pm Thursday-Saturday
Menu and Customer base: Being centrally located in the very heart of downtown we will
naturally attract tourists passing by. But what drives our love of the food and beverage business
is getting to know our fellow locals. Corazon Café will open early for those who work nearby.
We hope to have specials for our downtown crew.
As with any quality coffee shop, we will have tried and true drinks such as latte, cappuccino and
espresso with choice of milk (regular, almond, soy and oat). For the younger college crowd, we
will have drinks such as matcha latte and golden milk latte. For our Latino community and all
who appreciate the flavors of southern Mexico we will have some fusion specialties such as
horchalatte, café de olla and Mexican cacao with roasted corn and cinnamon.
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Our food items will include sweet and savory waffles, burritos and bowls, salads and local
pastries and pan dulce. We believe in having delicious options for those who have vegan or
gluten free diets. The first month’s menu will be small as we ascertain how much can be done in
our small back prep room.
Industry Analysis: There are 2 coffee shops within 2 blocks of our proposed location on Higuera
St. We have done a cost analysis and will have drinks and products at comparable prices.
Community involvement: All owners have graduated from the Chamber of Commerce
Leadership SLO program and will become members of the Chamber of Commerce and
Downtown SLO. We have participated for the last two years with At Her Table, a collective of
local woman owned and co-owned businesses with over 250 members. We will have artist
displays and participate in Art After Dark with curation by co-owner Sara McGrath who is an
artist and advocate for children with special needs and women living with breast cancer. Sara
hopes to give space to under-represented artists and give them a chance to shine.
Media and Marketing Plan:
Corazon Café is connected to the catering company Corazon 805 Tacos which has appeared in
the following media:
https://ediblesanluisobispo.com/tacos-with-heart/
https://www.letsgetconsumed.com/episodes/season-ix-pedro-arias-lopez-and-crescencio-villar-
owners-corazn-805-tacos-san-luis-obispo-ca
https://www.newtimesslo.com/sanluisobispo/pop-up-paradise-relationships-between-breweries-
and-food-vendors-were-invaluable-during-the-covid-19-pandemic/Content?oid=11140805
Our catering company already has a successful social media following of over 1700 followers
and we plan to capitalize on our existing client base and followers and create new pages on
Instagram and Facebook to promote our products and our business. Our memberships in the
different community organizations mentioned above will also be an avenue of promotion. Sara
will use her background in the arts and her last 5 years of social media experience to create an
online presence for Corazon Café
Diversity Equity and inclusion statement
The founders of Corazon Café believe in the inclusion of all individuals in the economic and
social landscape of San Luis Obispo. We believe food (comida) and drink bring people together.
We believe in the power of “comida” to connect and teach about culture and community.
We want to create a space for our hard working immigrant community downtown while also
bridging and connecting them to the dominant culture. We want our BIPOC, neurodiverse,
LGBTQ neighbors to feel welcome in the café space we create. “Corazon” means heart in
Spanish and we want everyone to feel the heart we put into the drinks, the food, and the space.
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Our first project, upon opening Corazon Café will be our early
morning “Buenos Dias SLO” coffee hour. Latino immigrants who
work early morning hours in downtown SLO will be able to come to
Corazon Café for café de olla, a traditional way to drink coffee in
Mexico, made in a big pot with cinnamon and piloncillo. There will be
pan dulce, Mexican sweet bread. This will be open to all who wish to
consume, and we hope that we can help build a warm and inviting
community space.
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Diversity Equity and Inclusion Statement
The founders of Corazon Café believe in the inclusion of all individuals in the economic and
social landscape of San Luis Obispo. We believe food (comida) and drink bring people together.
We believe in the power of “comida” to connect and teach about culture and co mmunity.
We want to create a space for our hard working immigrant community downtown while also
bridging and connecting them to the dominant culture. We want our BIPOC, neurodiverse,
LGBTQ neighbors to feel welcome in the café space we create. “Corazon” means heart in
Spanish and we want everyone to feel the heart we put into the drinks, the food, and the space.
On a personal level, small business owners sometimes need support to become successful
entrepreneurs. That support creates the possibility of success and stability. Pedro and
Crescencio came to this community as immigrants without the dominant language to help them
access opportunities. Over the years they have worked hard to pursue the American Dream:
economic success and something to pass on to their children. For Pedro and Sara, raising a
child with a disability has opened their eyes to the lack of economic opportunities for
neurodiverse adults. A future dream is to have their son be part of the family business, and
then also provide space in their café for others with disabilities to work and feel integrated into
the community.
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Open 7 days a week; 7:00am to 5:00pm
Apr-23 May-23 Jun-23 Jul-23
Revenues
Operating Revenues
Sales, food and beverage 10,000$ 25,000$ 30,000$ 30,000$
Sales, merchandise 500$ 750$ 850$ 1,000$
Total Revenues 10,500$ 25,750$ 30,850$ 31,000$
Expenditures
Personnel
Labor incl all payroll taxes, workers comp 6,000$ 12,000$ 12,000$ 12,000$
Owner draw
Sub-total 6,000$ 12,000$ 12,000$ 12,000$
Non -Personnel
Advertising / marketing 200$ 200$ 200$ 200$
Book keeping 200$ 200$ 200$ 200$
City permits 100$ 100$ 100$ 100$
Insurance 110$ 110$ 110$ 110$
Legal, Legal Notices
Licenses and fees
Rent 4,000$ 4,000$ 4,000$ 4,000$
Taxes
Utilities 100$ 100$ 100$ 100$
Sub-total 4,710$ 4,710$ 4,710$ 4,710$
Cost of Goods Sold
Food and beverage 4,000.00$ 3,000.00$ 3,000.00$ 3,000.00$
Merchandise 100.00$
Sub-total 4,100$ 3,000$ 3,000$ 3,000$
Total Expenditures 14,810$ 7,710$ 7,710$ 7,710$
Revenues less Expenditures (4,310)$ 18,040$ 23,140$ 23,290$
CORAZON CAFE
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Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24
-$ 31,000$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$
-$ 31,000$ -$ -$ -$ -$ -$ -$
CORAZON CAFE
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Mission Headstrong (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to the Autism Fitness Program as
submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $23,336, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Mission Headstrong
1237 Archer St
San Luis Obispo, CA 93401
Attn: Robby McLaughlin
robby@headstrongfit.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Robby McLaughlin, CEO
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
Mission Headstrong
Autism Personal Training Program
12/12/2022
Non profi IDt: 920,727,218
missionheadstrong.org (going live in 2023)
City
san luis obsipo
State / Province / Region
ca
Postal / Zip Code
93422
Country
United States
Street Address
1237 Archer Street
Address Line 2
Yes No
CONTACT INFORMATION
Jill Bilich
8052348302
jillian.bilich@gmail.com
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
Mission Headstrong strives to decrease equity gaps that exist in the health and fitness community by making
these services and their accompanying health benefits accessible to all. It also strives to elevate the fitness
industry by certifying coaches/trainers to serve special populations, thereby broadening their involvement
with the community. We are requesting seed money that allows for all coaches (trainers) to be trained in how
to best serve the Autistic population. This can be a place for Autistic individuals to train for something they
never felt comfortable doing at any other gym or through partnerships with various developmental services,
meeting with a certified coach weekly can be built into a treatment plan. We want Mission Headstrong to be
the space that provides safety and belonging no matter the developmental and/or physical abilities. We hope
that our Autism Personal Training program will not only increase the overall health of individuals with autism
in San Luis Obispo but will also give them a sense of belonging in the local fitness community. This service
is difficult, if not impossible to find in SLO County and many related therapies (Occupational/Physical
Therapy) for this population can be cost prohibitive for low income individuals/families. Included in the
application is the proposal made by Eric Chessen, who is the founder of the evidence-based program, to
Mission Headstrong. We cannot serve Autistic individuals in the culturally competent way we hope without a
proven training and Eric’s program is reputable and effective.
A new program
Continuation of an existing program
23,336
Cost breakdown
Certification: $552 per person; 15 coaches = $8,280
Leadership Practical: $2,500
Travel for Eric: Fights- $700; Lodging- $1,000; Food/Car- $300 = $2,000
Equipment (3 sets): $1,392 (plus shipping $200) = $1,592
Ongoing training and development ($400/mx12)= $4,800
Total: $19,172
100%
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7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
Mission Headstrong is being built with the sole purpose of benefiting underrepresented and underserved
people and the Autistic population is the first group of people we hope to appropriately and competently
coach. We believe this program will decrease the marginalization of these individuals and their families by
paving the way for community and connection. We also hope to lead by example in serving special
populations, using our experience to educate the community and other fitness/wellness providers about the
equity gaps in our industry, thereby encouraging them to join us in the pursuit of providing fitness and its
accompanying health benefits to all. As we launch a healthy, sustainable organization, we hope we will then
go on to affect the citizens of San Luis Obispo in additional ways including: providing fitness programming
by trauma informed coaches for women in domestic violence shelters, gym memberships for previously
incarcerated individuals and those facing economic hardship, and much more. * Autism Fitness was created
for the Autistic community, however, Eric (the founder) is extending his approaches to be inclusive for all
neurodivergent people. He also has two more certifications we want to have two coaches go through that
will allow for those coaches to train future coaches without having to hire Autism Fitness. We hope to offer
this certification to other fitness centers throughout the county in a few years. *We are also pursuing other
streams of funding (ie % of gym Headstrong gym membership goes to Mission Headstrong, other grants,
fundraising) in order to ensure economic hardship does not interfere with services.
All 15 coaches will successfully complete their certification by January 2024 and will be prepared to serve
folks with autism.
Signature
3/31/2023
Attachments
Mission Headstrong Proposal_March 30 2023.pdf 289.83KB
Profit and Loss Explenation.pages 100.97KB
DEI statement.pages 371.16KB
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1 Autism Fitness Mission Headstrong Proposal
Mission Headstrong Autism Fitness™ Program
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2 Autism Fitness Mission Headstrong Proposal
Introduction
Mission Headstrong, under the direction of Robby McLaughlin is poised to bring a more
inclusive, accessible, and effective model of fitness to the San Luis Obispo area of
California. The challenges to this vison include understanding neurodiverse populations
including their general and specific life needs, structuring fitness programs and
protocols, staff training and development, and scalability.
For many children, teens, and adults with autism spectrum disorder (ASD) and other
neurodivergent diagnoses, high quality fitness programs with appropriately trained
professionals are inaccessible. Continued presence of this gap results in lower quality
of life, life expectancy, and the high potential of medical complications otherwise
preventable through ongoing long-term, fitness programming.
Mission Headstrong has contacted Autism Fitness™ for certification and ongoing
consulting. Through a strategic relationship Mission Headstrong will be trained and
empowered to meet the fitness needs of the SLO, CA autism and neurodivergent
community.
The Autism Fitness® Difference
Autism Fitness™ is the bridge between the fitness world and the autism/neurodivergent
community. With 20 years of developing and implementing successful fitness and
adapted physical education programs, Autism Fitness™ has been a pioneer in programs
that deliver intended outcomes and beyond. The AF method has been validated and
replicated in an array of settings from homes to schools to organizations that serve
diverse members around the world.
The Autism Fitness™ approach is based upon the PAC Profile® method. The PAC
Profile® is an unparalleled model for assessing and strategically planning fitness and
APE. Assessing Physical, Adaptive, and Cognitive functioning as they related to fitness
activities, the PAC Profile™ eliminates the guesswork and provides appropriate starting
points according to individual baseline skills.
Programs are both individualized and progressive. The foundation of our fitness
approach is developing strength, stability, and motor planning skills using the Autism
Fitness™ approach to functional exercise. This process develops abilities that
generalize from the gym/fitness setting to enhancing activities of daily living (ADLs).
This program can serve preventative measures in injury prevention and building physical
resilience.
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3 Autism Fitness Mission Headstrong Proposal
Partnership with Autism Fitness™
Imagine Mission Headstrong and the SLO community having a regionally renowned
reputation for offering fitness programs that truly work for this population. This can be a
turning point in health and self-efficacy for current and future generations.
Autism Fitness™ is equipped to provide Certification and ongoing training/consulting for
Mission Headstrong. We invest our time and expertise into long-term relationships
helping to light the path ahead. From providing the foundations of programming to
strategies for each individual, AF provides the answers at each step.
Phase 1: Identifying Leaders
Autism Fitness will work directly with point personnel to identify where programs will be
run, outreach coordination, and continuing education and support following
Certification. We know that once programs are implemented, new and more specific
questions will arise.
Phase 2: Certification
It all begins with the Autism Fitness Certification Level 1, providing the standard
practices in AF with the practical skills for delivering programs in any environment.
Level 1 students discover the reasoning behind the PAC Profile®, exercise selection,
positive behavior support, and program design. Additionally, attendees get access to
the Autism Fitness™ Toolbox including our vast library of exercise progressions and
regressions.
The Certification process is a blended learning model consisting of 8 online modules
(typically 3-4 weeks to complete) followed by a full-day live practical. For groups of 8+
Autism Fitness™ offers closed-door on-site practical training.
Phase 3: Ongoing Support
The Certification begins the journey. The critical questions are asked once programs are
implemented. We know this, and are ready to support ongoing programming review,
input, and support. Autism Fitness™ consulting will continue to provide direct continuing
education to Mission Headstrong as part of a long-term strategy for optimal
performance of staff and integrity of the program as it expands.
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4 Autism Fitness Mission Headstrong Proposal
Your Investment
Certification:
$649/attendee with a 10% discount for groups of 3+, however a 10-attendee minimum
is required for travel requiring flight.
Travel and accommodations to/from SLO, CA for Autism Fitness Founder Eric Chessen,
MS
Ongoing Consulting Includes:
Check-ins and questions weekly (as needed) via Voxer App
Quarterly 90-min Zoom trainings w/ Staff
$400/month
Additional:
Equipment Package from Perform Better (Base Price $464 + Shipping)
Optional ½ day (4 hr) training for leadership personnel following Level 1 Certification
practical: $2500
______________________________________________________________________________________
The terms discussed above are good until July 1, 2023.
To proceed, please contact Eric Chessen, MS, at Eric@AutismFitness.com
Eric Chessen, MS, Founder, Autism Fitness
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Headstrong DEI Statement
Diversity, Equity, and Inclusion (DEI) is an essential field as there are many historic and systemic ways
entire people groups have been oppressed, discriminated against, and marginalized. In order to see a
day where all people belong, there needs to be focused efforts in closing all equity gaps that exist in our
world, nation, state, and in our community. Every person and industry plays a part in this and either
advances these efforts or creates barriers (knowingly or unknowingly) and at Headstrong, we want to be
a place that advances DEI, which is why Mission Headstrong was created.
It was always the intention of the owner (Robby) to have a non- profit branch to the gym, though that is
not a common model of a gym. There are many barriers that exist in the health, wellness, and fitness
community such as a lack of representation racially of trainers/coaches, female identifying athletes
needing a safe place to work out, neurodivergent community needing a place that understands sensory
needs, Veterans with history of PTSD needing a place that is predictable with sounds, and economically
disadvantaged people who do not have the means to pay for a membership. These are all populations
who fall under the DEI umbrella and Mission Headstrong wants to close these equity gaps and be a
model for other gyms/fitness centers/health & Wellness centers of the efforts that can be made to be
an inclusive environment. There are many barriers for historically marginalized people in our City and
County, and though we cannot address all equity issues, we can within our field and apply DEI values,
principles, and approaches.
A very important pillar of DEI is doing the introspective work to undo biases we have and to ensure we
do not compound existing traumas, which is why we are seeking robust and comprehensive trainings in
order to be transformed and grow in our cultural competency as we serve various
underrepresented/underserved populations. We have to be willing to be transformed and that will be
what brings sustainable trauma-informed services that are client-centered and create spaces of
belonging that our community has needed for many years.
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As a recently established non-profit organization connected to Headstrong Fitness, we do not yet have a
P&L or financial history.
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Seeds (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Seeds Community Events as
submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $14,800, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Seeds
1040 Court St
San Luis Obispo, CA 93401
Attn: Zak Khan
zak@tasteseeds.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Zak Khan, Manager
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
Seeds
Seeds Community Events
12/28/2015
111690
www.tasteseeds.com
City
San Luis Obispo
State / Province / Region
CA
Postal / Zip Code
93401
Country
USA
Street Address
1040 Court Street
Address Line 2
Yes No
CONTACT INFORMATION
Zak Khan
8057097799
zak@tasteseeds.com
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
I am writing to propose:
1. Larger and more Seeds community events that seek to advance diversity, equity, and inclusion through
wellness and environmental awareness. Our events aim to bring people of different backgrounds and
cultures together to promote a shared vision of a more sustainable and equitable world.
Our goal is to create an inclusive, welcoming and safe space for all members of the community to come
together, learn from each other, and promote healthy living and environmental sustainability. By bringing
together people of different backgrounds and experiences, we hope to foster a sense of unity and
understanding that will lead to a more equitable and just society.
The events in the past and future events will include a variety of activities, including yoga and meditation
sessions, mindfulness practices featuring free healthy and sustainable foods, free music festival, educational
talks on environmental issues such as climate change, pollution, and waste reduction. We will also provide
opportunities for attendees to engage with participating local organizations and businesses that promote
wellness and sustainability. To ensure that our events are accessible to all community members, we will be
offering them free of charge.
In addition to promoting environmental awareness, our event will also serve as a fundraising initiative for
local charities and Calpoly organizations that share our vision of a more equitable, healthy and sustainable
world. We believe that by partnering with these organizations, we can have a greater impact on the SLO
community and create lasting change.
2. Providing affordable and nutritious food options for underserved and underrepresented communities. As
we know, food insecurity is a growing issue, particularly for those living in poverty or in areas with limited
access to healthy food options.
This project aims to address this issue by creating a menu model that can help bring down the prices of
nutritious foods and make them accessible to all by adding additonal food options at Seeds that can be 25%
less than current prices.
Costs associated with launching and maintaining this, including new menus boards, handheld menus, POS
reconstruction, purchasing new packaging in bulk, new plateware, and advertisement.
Overall, our project has the potential to make a significant impact on the health and wellbeing of
underserved communities. We believe that by having more affordable options, we can create a sustainable
model that will continue to benefit the SLO community for years to come.
With your support, we can make more consistent and accesible events a reality and create a positive impact
on affordability, health, and wellbeing of underserved communities.
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3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
A new program
Continuation of an existing program
25,000
Year Events Costs:
Venue: $4000
Food & Drinks: $8000
Music: $10000
Equipment Rental: $2000
Classes: $4000
Decorations: $4000
Advertising: $3000
Staffing: $2000
Menu Addition:
Menu consultation: $5000
Menu Graphic design: $2000
Menu Boards: $7000
Menus handheld: $2500
Menu online implementation: $2000
POS implementation: $1500
New bulk packaging: $8000
New plateware: $1000
Advertisement: $3000
40%
Our goal is to create an inclusive, welcoming and safe space for all members of the community to come
together, learn from each other, and promote healthy living and environmental sustainability. By bringing
together people of different backgrounds and experiences, we hope to foster a sense of unity and
understanding that will lead to a more equitable and just society. In addition, our project has the potential to
make a significant impact on the health and wellbeing of underserved communities. We believe that by
having more affordable options, we can create a sustainable model that will continue to benefit the SLO
community for years to come.
-Engagement Data: Evaluate the level of engagement and interaction that participants have with the event.
Indicators of success in this category could include the number of likes, shares, and comments on social
media, the number of people and denographic attending the event/fundraiser.
- Sales data analysis: Seeds can track sales data to evaluate the success of the healthy affordable menu.
Indicators of success can include increased sales of healthy menu items, high repeat customer rates, and
increased overall volume due to the popularity of the menu. Additionally, tracking food waste can be an
indicator of success as lower food waste means the dishes are being consumed more often.
Signature
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Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
3/29/2023
Attachments
Affordable Menu Business Plan.pdf 45.37KB
Event Business Plan.pdf 43.62KB
sales_summary_2022_10_29-2023_03_29.xls 55.5KB
Diversity, Equity and Inclusion Statement.pdf 36.81KB
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Seeds Restaurant Group
Business Plan:Affordable Menu
Executive Summary:
Our business plan proposes to develop affordable restaurant menu options for more
accessibility to underserved and underrepresented communities.We aim to address the issue
of food insecurity and promote healthy eating habits in these communities by creating meals
that are both nutritious and affordable.Our business plan will focus on measuring the impact
of our initiative through customer feedback,revenue markers,and repeat business data.
Initiative Overview:
Seeds will be committed to improving access to healthy food options for underserved
communities to develop affordable and healthy menu options,which will be available to all
customers regardless of their income level.We will look to provide a 25%drop in pricing to
promote health-based foods as a day-to-day option.Our team will par tner with a menu
consultant,project manager,nutritionist,community members,and current customers.
Market Analysis:
There is a significant need for affordable and healthy food options.Underserved and
underrepresented communities often lack access to fresh,locally sourced ingredients and
face higher rates of obesity,diabetes,and other chronic health conditions.Our initiative will
address this issue by curating new affordable and healthy menu options that meet the unique
tastes and preferences of these communities.
Product and Services:
We will work with our chefs and nutritionists to create meals that are both nutritious and
delicious,using fresh and locally sourced ingredients whenever possible.We will also provide
equipment,as well as marketing and promotional support to enhance the outreach
opportunity.
Marketing and Sales:
Our marketing strategy will focus on building local par tnerships with businesses and
community organizations.We will leverage social media platforms and local media outlets to
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Seeds Restaurant Group
promote our initiative and build awareness around the importance of healthy eating habits.
We will also work closely with community leaders and organizations to foster a sense of
social engagement and create a network of support for our initiative.
Operations:
We will track the impact of our initiative through customer feedback and data on the number
of meals sold,as well as measuring changes in health outcomes.
Main tracking metric:
Volume data analysis:Seeds can track sales data to evaluate the success of the healthy
affordable menu.Indicators of success can include increased sales of healthy menu items,
high repeat customer rates,and increased overall volume due to the popularity of the menu.
Additionally,tracking food waste can be an indicator of success as lower food waste means
the dishes are being consumed more often.
Financial Plan:
Our budget for this initiative is $32,000,which will cover the cost of menu development,
implementation,materials,the initial cost of goods,marketing,and outreach.We will self-fund
a portion of this initiative but will need assistance.
Conclusion:
Our business plan proposes a sustainable solution to address the issue of food insecurity for
the underserved and underrepresented community.We aim to create affordable and healthy
menu options for underserved and underrepresented communities to promote healthy eating
habits.We believe that our initiative will create a positive impact on the health and well-being
of these communities in San Luis Obispo.
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Seeds Restaurant Group
Business Plan:Seeds Ear th Day &Fall Equinox Event/Fundraiser
Executive Summary:
The proposed business plan aims to create a sustainable and engaged event that promotes
diversity,equity,and inclusion through wellness and environmental awareness.Seeds will
organize community events that bring people of different backgrounds and cultures together
to promote a shared vision of a more sustainable and equitable community.The events will
consist of a series of activities and workshops designed to promote wellness,inclusion,and
environmental awareness.
Market Analysis:
There is a growing demand for community events that promote diversity,equity,and inclusion
through wellness and environmental awareness.People are increasingly aware of the impact
of their actions on the environment and are looking for ways to live a more sustainable
lifestyle.In addition,the events industry has been growing steadily in recent years,with an
increasing number of people attending events and looking for unique experiences.
Target Market:
The target market for our events is individuals and organizations that are interested in
promoting diversity,equity,and inclusion through wellness and environmental awareness.We
will target individuals and groups who are passionate about environmental sustainability,
social justice,and wellness.
Products and Services:
Seeds will organize these events which will consist of a series of activities and workshops
designed to promote wellness and environmental awareness.The activities will include yoga,
meditation,music,food and drinks,local businesses,mindfulness practices,and workshops
by non-profit organizations on sustainable living,environmental conservation or positively
impacted community issues.
Fundraising Revenue Streams:
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Seeds Restaurant Group
Our fundraising revenue streams will come from daily sales for the events,sponsorships from
local businesses and organizations,and par tnerships with local charities and non-profit
organizations as well as corporate partnerships throughout San Luis Obispo.
Marketing Strategy:
Our marketing strategy will focus on social media,email,in-store,word-of-mouth,and
partnerships with local businesses and organizations.We will create a social media presence
to promote our events and engage with potential attendees.We will also leverage
partnerships with local businesses and organizations to increase awareness of our events
and reach a wider audience.
Operations:
Our events will be based in San Luis Obispo,Court Street area,and will require a small team of
staff to manage operations,marketing,and event planning.We will also work with a network
of corporate partners and the property manager to help with event logistics,venue and
day-to-day operations.
Engagement Projections:
Our engagement projections indicate that we will double in attendees for the second year in a
row based on current increases in classes and workshops and continue generating more
engagement with larger class offerings,bigger music set-ups,and more NPO involvement.We
expect to generate double fundraising revenue.
Conclusion:
The proposed event business plan aims to create a sustainable and engaged venture that
promotes diversity,equity,and inclusion through wellness and environmental awareness.The
events will provide a platform for individuals from different walks of life to come together and
participate in the community by attending a free event.
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Seeds Restaurant Group
Diversity,Equity,and Inclusion Statement
Seeds is a San Luis Obispo-born business and is locally owned.We have been honored to be
owners of this business and par t of this community that shaped who we are and also instilled
some of our most important core values.We have a strong commitment to helping create a
diverse,equitable,and inclusive community.We recognize that diversity comes in many
forms,including but not limited to race,ethnicity,gender identity,sexual orientation,age,
ability,religion,socioeconomic status,and culture.We believe that having a diverse
community enriches our perspectives and enables us to create innovative solutions that
benefit everyone in San Luis Obispo.
We also understand that diversity alone is not enough;we must also strive for equity and
inclusion.We recognize that historical and systemic inequalities exist in our society and that
we must actively work to dismantle them even at the city level.We appreciate the city of San
Luis Obispo’s initiative to do this through a business-focused channel.We are committed to
providing equal oppor tunities and fair treatment to all individuals,regardless of their
background or identity.We also strive to create a welcoming and safe environment where
everyone feels valued and respected.
To achieve these goals,we will continue to learn,listen,and engage in open and honest
conversations about diversity,equity,and inclusion.We will hold ourselves,our business,our
employees,vendors,and customers accountable for their actions and decisions,and we will
work collaboratively to create a community where everyone feels empowered to contribute
their unique perspectives and talents.
-Seeds Ownership &Management
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Summary
Sales Summary Export
10/29/22 - 3/29/23
Sales Summary Net Sales Tax Gratuity Tips
$504,122.39 $44,081.83 $0.00 $50,125.05
Guest Count Order Count Discounts Tips Withheld
24491 24491 21248.14 $0.00
Payment Summary Payment Type Count Amount Tips
Credit 20572 459646.5 50125.05
Gift Card 427 7065.66 0
Cash 0
Other 2936 87321.42 0
Total 23935 554033.58 50125.05
Credit Types
Amex 1182 31692.23 3719.33
Discover 429 8806.32 885.23
Mastercard 3111 70202.91 7510.04
Visa 15850 348945.04 38010.45
Alternate Payment Types
Donations 6 921.86 0
Door Dash 2809 83293.22 0
Gift Certificate (Paper)19 -12.83 0
Uber Eats 102 3119.17 0
Sales Categories Category Order Count Item Count Gross Amt
Draft/Liquor 866 1086 9850.4
Coffee 5057 6128 32211.21
Grab & Go 2198 2688 11158.16
Wine 97 119 1480
Alcoholic Beverage 2 3 21
Juice 2357 3498 20625
Retail 87 111 2509.9
NA Beverage
Food 20444 33140 442164.52
Non-Grat Svc Charges 135 538.65
No Category 10 12 83
Total 520641.84
Revenue Centers Revenue Center Order Count Item Count Gross Amt
Takout 2160 4287 50558.28
Patio
Dining Room
Bar
No Revenue Center 22131 42498 469544.91
1
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Summary
Dining Options Dining Option Order Count Net Sales
Delivery by DoorDash 130 5427.54
Dine In 10976 260261.38
DoorDash - Delivery 2545 70150.4
DoorDash Takeout 1 6
DoorDash - Takeout 265 6434.69
Mobile App - Takeout 3 31
Online Ordering 2041 44235.27
Pick-Up 29 327.64
Take Out 8377 114372.48
Uber Eats - Delivery 93 2658.29
Uber Eats - Takeout 10 217.7
None 21 0
Taxes Tax Order Count Tax Amount Net Sales
State Tax 43831.65 500811.52
Non Taxable 823 0.01
Marketplace Facilitator Taxes Paid 250.18 2868.99
Service Charges Service Charge Count Amount
Delivery Service 135 538.65
Menu Item Discounts Discount Count Amount
1/2 Price Wine 4 66.5
Buy any coffee drink Get one free4 18
Downtown Employee Free Drip58 201
Employee OFF the Clock54 134.09
Employee ON the Clock575 3430.12
Employee Shift Drink 242 1577.65
Free Barista item with $25 gift card purchase16.25
Free Drip Downtown Employee114 421
Free Student Coffee 13 46
General Manager 100% OFF178 2717.14
Happy Hour(Food)1 2
Healthcare Free Coffee (Copy)5 24
Kitchen Manager 100% OFF95 1019.15
Mustang Village(Move-In)6 35.75
Petra Cooks 1 13.5
Sephora 1/29 Class 3 8.65
Walk to End Alzheimer's Coffee12 45
Yelp Check-In(Drip Coffee)5 15
Check Discounts Discount Count Amount
2 for $10 Tall Can 19 38
3 for $12 Small Cans 8 24
2
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Summary
6 Pack Pressed Bundle15 92
Amazon Employee 1 3.65
Customer Credit 6 40
Donation Comp 6 770.22
Downtown Employee 552 770.29
Email $5 Off ($20min purchase)1 0
Friend/Family 250 494.2
Gift Card discount for mistake5 670
Guayaki Bundle 2 2.52
Petra Employee 22 61.8
Rammy(100% OFF)143 6493.2
Reward Dollars 291 1980.36
Society of Civil Engineers(SCE)1 2.1
Vybes Bundle 9 18
Whalebird Bundle 7 7
Sales by Service Service Orders Net Sales
Breakfast (8-11)6,042 $119,899.44
Lunch (11-2)12,409 $273,763.65
Late Lunch (2-5)5,248 $97,618.99
Dinner(5-8)694 $11,863.27
No Service 98 $977.04
Voids Amount Order Count Item Count Percent
$3,153.10 203 285 0.6%
Cash Summary
Total Cash Payments $0.00
Cash Adjustments $0.00
Cash before Tipouts $0.00
Cash Gratuity -$0.00
Credit / Non-Cash gratuity -$0.00
Credit / Non-Cash tips -$50,125.05
Total Cash $0.00
3
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Summary
Generated 3/29/23 9:59 PM
Seeds
Deferred Total
$5,661.38 $603,990.65
Tips Refunded
$12.51
Gratuity Tip/Grat %Refunds Total
0 0.117639 -147.08 509624
0 0 -7.61 7058.1
0 0
0 0 87321
0 0.097712 -154.69 604004
0 0.126751 35412
0 0.108449 9691.6
0 0.115366 -24.47 77688
0 0.117501 -122.61 386833
0 0 921.86
0 0 83293
0 0 -12.83
0 0 3119.2
Discounts Net Tax
202.11 9648.29 842.94
4847.45 27363.76 2393.42
244.2 10913.96 956.25
176.88 1303.12 113.97
0 21 1.83
683.41 19934.59 1739.18
309.56 2200.34 192.57
9905.81 432212.5 37834.4
538.65 0
0 83 7.27
16369.42 504122.4 44081.83 $
Discounts Net Tax
1445.34 49618.13 4298.83
14924.08 454504.3 39787.66
4
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and SLOCAR Inc. dba Certified Auto Repair (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Keep the Community Rolling
repair mini-grants project as submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $10,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
SLOCAR Inc. dba Certified Auto Repair
393 March St
San Luis Obispo, CA 93401
Attn: Isaac Feldman
isaac@carofslo.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Isaac Feldmen, Grant Writer
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
SLOCAR Inc. dba Certified Auto Repair
Keep the Community Rolling
5/1/2015
112891
www.carofslo.com
City
San Luis Obispo
State / Province / Region
CA
Postal / Zip Code
93401
Country
United States
Street Address
393 Marsh Street
Address Line 2
Yes No
CONTACT INFORMATION
Isaac Feldman
3108040974
isaac@carofslo.com
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
Certified Auto Repair (CAR) has been serving the local community for over 30 years.
We are a family-owned-and-operated auto repair business situated in Downtown SLO.
CAR offers full-service auto repair for import and domestic vehicles, utilizing advanced auto diagnostic
equipment. Most of our mechanics are UTI graduates and/or ASE Certified, trained and qualified to service
import and domestic vehicles, including hybrid and electric vehicles.
Our Services Include but are not limited to:
● Belts/Hoses
● Brake Inspection
● Brake Repair/Service
● Check Engine Light Diagnostics
● Drivability Diagnostics
● Engine/Transmission Services
● Hybrid Battery Replacement
● Hybrid Repair
● Oil Change / Scheduled Maintenance
● Suspension Repair/Service
CAR proposes utilizing Jewish Family Services (JFS), a 501(c)3 nonprofit human services
organization, to screen customers for economic hardship so that we may issue micro-grants to
have vehicles serviced. To our knowledge, no other businesses, organizations, or agencies in our
community provide vehicle repair assistance to people enduring financial hardship. Requests for
auto repairs to just 1 agency exceeded $40,000 in 2022.
This grant would:
● Expand our marketing to include outreach to Spanish speaking households and other
underserved/underrepresented groups (ie. Black, Indigenous, People of Color, Women,
disabled, LGBTQIA+).
● Grow our customer base, especially within the underserved community
● Provide vital vehicle repairs to underserved/underrepresented individuals improving
independence and safety.
A new program
Continuation of an existing program
25,000
Advertising and Marketing: additional $500 to $1,000 per month as long as funds are available.
Direct microgrant towards automotive repair: up to $800 per customer as long as funds are available.
Contribution from shop: Varies, up to $300 per customer. CAR will often and upon ability directly contribute
towards lowering the bill of the pre screened underserved customer.
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6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
50-70%
Certified Auto Repair can provide an essential service for those who are economically challenged and
consistently underserved and underrepresented. There are no other businesses, agencies or organizations
in our community that formally provide vehicle repair assistance to people with financial hardship. The DEI
grant would allow us to: ● Expand our marketing to include outreach to Spanish speaking households and
other underserved groups (ie. Black, Indigenous, People of Color, Women, Students, diverseabled,
LGBTQIA+). ● Provide vital vehicle repairs to underserved/underrepresented individuals improving
independence and safety. ● Help women, seniors, homeless, diverseabled, medically indigent and many
others enduring financial hardships with life changing opportunities, enabling people to drive to work, school,
medical appointments and meet basic needs. ● With proper founding, we will be able to maintain and grow
our services to the underserved for years to come.
It is fairly easy to keep in touch with these customers over time. When we follow up with them, if they are still
able to rely on their vehicles and get to/from work/school, therapy, etc, we will consider this program a
success. All the repair and customer data are easily accessible in our point-of-sale system, which makes the
program trackable.
Signature
3/24/2023
Attachments
DEI Grant Business Plan for Certified Auto Repair.docx 14.66KB
2022 P&L.pdf 102.07KB
Statement of Diversity, Equity and Inclusion.docx 12.63KB
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DEI Grant Business Plan for Certified Auto Repair:
At Certified Auto Repair, we pride ourselves in being an integral part of the San Luis Obispo community
and have been striving to take care of all of our SLO neighbors as much as possible. Our owner and
many of our employees belong to minority communities and we are very sensitive to our communities’
needs. We understand how important it is for everyone in our amazing area to be able to have reliable
transportation to and from school and work, especially the underserved, who are often even more
reliable upon their vehicles than the more affluent community members. We understand that without
reliable transportation, many of our clients would not be able to go to school or work, which can have
extremely negative results in their lives. Without reliable transportation, our community members
would not be able to get themselves or their children to school or work, and many may end up back on
the streets. Below is a break down of some of the ways these funds will help us continue servicing our
communities as well as our process for serving those in need:
● Increase marketing to underserved/underrepresented individuals (ie. Spanish speakers,
Black, Indigenous, People of Color, Women, LGBTQIA+, diverse-abled) using printed
materials, advertising including social media and internet, 211 listing (budget $500-1,000 per month)
● Jewish Family Services of SLO (JFS) will contact community organizations (including but
not limited to: 211, Access Support Network, California Department of Rehabilitation,
CAPSLO, Center for Family Strengthening, Diversity Coalition, Gala Pride and Diversity
Center, Independent Living Resource Center, Latino Outreach Council, Lumina Alliance,
Transitions Mental Health Association, Restorative Partners, Womenade of Estero Bay)
distributing information and flyers explaining the project.
● Customers complete an online application for assistance with paying for their vehicle repairs, which
includes stating their needs and demographic information, all of which is entered into a spreadsheet for
record keeping and evaluation.
● They are then interviewed by the JFS Intake Coordinator and submit supporting
documents (ie. Identification, proof of income, written estimate of repair).
● Determination of eligibility for assistance is made based on need, income (based on
200% of the federal poverty level guidelines), and availability of funds.
● Once determined eligible, a micro-grant (up to $800) will be given to the customer to
cover part or all of the vehicle repair. If only part of the repair is covered, JFS will work
with the customer to find the balance of funds.
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● The vehicle repair is scheduled and completed.
● Follow-up with the customer with surveys to ensure satisfaction with the work
performed (via email and text) and customer still able to use car in longer term.
Breakdown of expenses: (exact numbers to be determined based on availability of funds)
Advertising: Around $500 per month
Print material (ie flyers): Around $500 per month
Micro-grants for vehicle repairs: $100-$800 per customer, based on repair costs and availabilities of
funds.
● Not all customers in underserved communities will require the micro-grants. Most are able to pay for
their own repairs. We would like to be able to be more accessible to the community at large and let
them know we are here to help. We employ Spanish speaking Service Advisors and Technicians. Our
shop owner is also in the minority community and fluent in Spanish.
Program Sustainability:
Certified Auto Repair has a long history of taking care of those around us. Since our conception, we
have always had a compassion for helping those that need it to the best of our ability. We have been
working with the JFS for a couple of years now and are both enjoying the relationship. It seems that we
will be continuing our program for as long as needed, as long as we’re able. Receiving the DEI grant will
have an enormous impact in our ability to serve, and if it is available in the years to come, our program
will certainly thrive. As far as we see it there will always be people in need, so the longer this grant is
available for, the more folks will be able to be assisted.
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Certified Auto Repair’s Statement of Diversity, Equity and Inclusion:
Certified Auto Repair provides services to anyone in our community regardless of their circumstances,
religious beliefs, race, ethnicity, national origin, diversability, gender identity/expression or sexual
orientation. What matters to us is that our customers can get to and from work and school reliably.
To screen for economic hardship we would utilize Jewish Family Services of San Luis Obispo (JFS), a
501(c)3 nonprofit human services organization that serves anyone in need regardless of their
circumstances, religious beliefs, race, ethnicity, national origin, diversability, gender identity/expression
or sexual orientation.
The Certified Auto Repair team puts people first. Our mechanics ensure vehicles are reliable to serve our
customers’ needs. We believe in a shared responsibility to support impactful changes throughout our
community and take a holistic approach, assessing the various needs of the individual or family. We
continuously evaluate the evolving challenges of our diverse community and adapt our support to the
resulting needs. "We are your community repair shop".
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Ten Over Studio (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Affordable and workforce
feasibility studies as submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1.GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2.GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3.GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4.GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5.CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $15,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6.The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7.GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8.For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Ten Over Studio
539 Marsh St
San Luis Obispo, CA 93401
Attn: Chantal Stewart
chantals@tenoverstudio.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By:
______________________________________
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
TEN OVER STUDIO
TEN OVER STUDIO AFORDABLE & WORKFORCE HOUSING FEASIBILITY STUDIES
10/10/2014
107254
www.tenoverstudio.com
City
San Luis Obispo
State / Province / Region
CA
Postal / Zip Code
93401
Country
USA
Street Address
539 Marsh Street
Address Line 2
Yes No
CONTACT INFORMATION
Chantal Stewart
8054570211
chantals@tenoverstudio.com
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
TEN OVER STUDIO is a team of driven professionals with a mission to make the world a better place. We
offer our architectural, landscape and interiors expertise to design spaces for our community to live, work
and play. A significant portion of our work focuses on the development of affordable and workforce housing
in our community.
We support affordable housing efforts in San Luis Obispo by working with local developers on feasibility
studies to build a more welcoming, diverse, and inclusive city. $15,000 in grant funds will help our
knowledgeable team provide five feasibility studies to local nonprofit developers from when the grant is
awarded through the 2023-2024 fiscal year, We can encourage affordable and workforce housing projects
by leveraging our experience, professional working relationships and community reputation. These efforts
will ultimately support those who traditionally have been relocated or unable to live here due to rising
housing costs. Our team of architects is a knowledgeable resource and able to provide a thorough analysis
of the opportunities, challenges, and potential solutions for these impactful projects.
We look forward to helping to make our San Luis Obispo a fairer and more stable place for all.
A new program
Continuation of an existing program
15,000
1. $11,000 Earmarked for up to five feasibility studies at $2,200 each
2. $2,000 Program development, training, and deliverables
3. $2,000 Outreach and marketing of the program to affordable housing developers
100%
1. This proposal directly benefits groups who historically have been impacted by the high cost of housing
and cannot afford to live in the City of San Luis Obispo. 2. By working with local nonprofit developers who
are committed to building and maintaining affordable housing, we can directly target underserved groups in
need of affordable housing. 3. 250 homes could be built in the City of San Luis Obispo providing much
needed housing allowing people to work AND live in our community without having to commute from more
affordable locations in our region.
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8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
1. Five nonprofit developers using the feasibility study for site locations in the City of San Luis Obispo,
potentially leading to 250 new affordable homes built within the City.
2. Three sets of affordable housing plans submitted the City of San Luis Obispo for review and approval
directly due to feasibility study.
Signature
3/31/2023
Attachments
2023 DEI BUSINESS GRANT PROPOSAL_TEN OVER STUDIO.pdf 98.67KB
2022 P&L summary.pdf 168.73KB
2023 DIVERSITY EQUITY & INCLUSION STATEMENT_TEN OVER
STUDIO.pdf 108.96KB
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Ten Over Studio, Inc.
805.541.1010
539 Marsh Street
San Luis Obispo, CA
info@tenoverstudio.com
tenoverstudio.com
Page 1 of 3
CITY OF SAN LUIS OBISPO DEI BUSINESS GRANT PROPOAL
2023-24
THE BUSINESS PROPOSAL/PLAN (MAX 3 PG)
TEN OVER STUDIO will support The City of San Luis Obispo’s Diversity, Equity and Inclusion efforts by
conducting feasibility studies focused on affordable and workforce housing for local nonprofit developers.
Our team has extensive knowledge and experience in providing housing feasibility studies and is a valuable
resource that many developers may not be aware of. Due to limited internal resources our team has not
been able to meet the feasibility study demand. With additional financial support of this service, we can
make more of an impact on the effort to build more affordable housing and support the City of San Luis
Obispo’s 2021-2023 Major City Goals. We are directly supporting the City’s Housing and Homelessness goal
of expanding the housing options for all, continuing to facilitate the production of housing, including the
necessary supporting infrastructure, with an emphasis on affordable and workforce housing through this
grant opportunity. This ties everything into the Office of Diversity’s work in advancing San Luis Obispo’s
effort to be a more inclusive and equitable community and we believe we have the perfect team to help
achieve this.
TEN OVER is an innovative, experienced, and award-winning architecture firm providing the highest levels of
design and customer service. We offer full architectural, landscape, interiors and media services with
thoughtful, honest advice, and an emphasis on environmentally sensitive design. TEN OVER started in 2014
as a local architecture firm with a simple mission; leave the world better than we found it. Everything we
do is centered around making the world a better place. Utilizing our skills, experience, and passion, we
create places and spaces that connect people with each other and with their surroundings. We feel very
fortunate to live and work in beautiful parts of the world and have the opportunity help our clients meet
their needs and fulfill their dreams while leaving a minimal environmental footprint. Part of our dream is to
help make the place we call home a more equitable and welcoming community for all.
To gain this knowledge, we listen intently to our client's needs, goals, and priorities. As an industry leader
and group of community members, we see the lack of diverse housing for those who cannot afford to work
and live here in San Luis Obispo. As a small local architecture firm we can pivot quickly and focus on what
is needed. Our team has extensive experience in designing affordable housing projects such as Bridge
Street Mixed-Use, Toscano Inclusionary Housing, Victoria Mixed-Use, Bishop Street Studios and the Iron
Works Apartments. These are all projects located in San Luis Obispo. Our team takes into account the
demographics and groups seeking to fill the affordable housing market and helps align a beautiful and
welcoming design that feels like home.
According to the United States Census Bureau, as of 2020, the race and ethnicity of the City is
predominately white with 76% of the population identifying as white,. non-Hispanic. The next largest ethnic
group is Hispanic or Latino, comprising about 16% of the population. Asian, Black, and Native American
residents make up a smaller 8% of the 48,892 city’s population. San Luis Obispo has a relatively high cost of
living, with the median home price in the city hovering around $800,000 while the median income averages
near $62,000. There is also a significant rental market in the city, with roughly 60% of residents renting
their homes rather than owning them. Traditionally, those working in the City of San Luis Obispo who are
struggling or not able to find local affordable housing are the backbone to our workforce economy and are
forced to commute from outside of our City and County. The Regional Economic Action Coalition (REACH) for
the Central Coast, has noted that there’s an alarming number of residents on the Central Coast that are
struggling to get by, losing hope in the American Dream, and likely to leave the Central Coast due to the lack
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Ten Over Studio, Inc.
805.541.1010
539 Marsh Street
San Luis Obispo, CA
info@tenoverstudio.com
tenoverstudio.com
Page 2 of 3
of workforce housing available. There’s a well-known sentiment in the area that housing is unfordable, but
studies show that underserved groups are especially vulnerable leading to a less diverse and welcoming
community. The most recent Housing Opportunity Index by the National Association of Home Builders’
shows that only about 20% of homes in San Luis Obispo County are affordable for a family earning the
median household income. That makes the Central Coast the nation’s 8th-least affordable region. Gleaned
from the same survey report by REACH, over 50% of all middle-class residents, 63% of Latinx and 83% of
African Americans are likely to leave the Central Coast which will in turn lead to a less diverse community.
TEN OVER wants to help create a more equitable and inclusive homebase here in San Luis Obispo.
A feasibility study can help encourage more affordable housing projects in the City of San Luis Obispo by
providing an objective assessment of the viability of projects. Additionally, by providing feasibility studies to
nonprofits who already have a goal of creating affordable housing will help make a bigger and faster impact
for our city. Our team at TEN OVER has established working relationships with the nonprofit
developer/builders in the area including People’s Self-Help Housing and Housing Authority San Luis Obispo
(HASLO). Our goal is to provide these nonprofit groups and others with a streamlined roadmap for success
by identifying and analyzing suitable properties for the greatest number of housing units. We will also
design homes and developments that complement the neighborhood, obtaining permits and approvals, and
managing the construction of these affordable housing projects.
Feasibility studies help identify potential sites by evaluating the availability of land, zoning regulations, and
other factors that might affect the suitability of a site for affordable housing. These studies also assess the
demand for affordable housing in the city by analyzing demographic data, housing trends, and other factors.
The study can provide an estimate of the number of units needed to meet the demand and help determine
the optimal size and type of affordable housing projects. The study can also assess the costs of
construction, environmental impact and long-term maintenance and operations of affordable housing
projects. The information from a feasibility study will help to determine the most cost-effective approach. A
feasibility study can also identify potential obstacles to the development of affordable housing projects in
the city, such as regulatory barriers, community opposition, or environmental issues. The study can also
suggest ways to mitigate or overcome these obstacles.
Our team of experts can successfully provide feasibility studies by focusing on four primary steps:
1. Identifying an appropriate parcel within the city
2. Research lot configuration, zoning ordinances and any other regulatory requirements
3. Establish allowable density, required parking and any other required programs
4. Draft a site plan illustrating potential project build-out
If TEN OVER is able to provide five feasibility studies to local nonprofit developers that focus on building
affordable and workforce housing in the City of San Luis Obispo, this may result in an increase in affordable
and workforce housing of up to 250 affordable housing units within the next 3-5 years. This grant has the
potential to make a drastic difference in hundreds of people’s lives while decreasing the number of vehicle
miles traveled throughout our City.
To help ensure that we successfully use the grant funds, it will be imperative to market these feasibility
studies. Marketing efforts will focus on direct relationship client meetings and local newsletters. Promotion
in local newsletters will include our own TEN OVER marketing newsletter, a newsletter with REACH and
content provided to the nonprofit developers for their own direct communication efforts. These should be
free of charge, however up to 12 hours of billable time will be dedicated to our in-house Marketing Manager.
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Ten Over Studio, Inc.
805.541.1010
539 Marsh Street
San Luis Obispo, CA
info@tenoverstudio.com
tenoverstudio.com
Page 3 of 3
Outside of the feasibility studies and marketing, we have an amazing team of folks who will touch and
support this program from the operations of the program to increased training on feasibility studies. The
billable time put into this will be $2,000.
Marketing Manager Content Creation & Billable Time $1,100
SLO Chamber of Commerce Monthly E-Blast Email $175
Business Development/marketing incidentals
$725_______________________________________________________________________
Total marketing spend $2,000
Program development, training, and deliverables $2,000
Five feasibility studies $11,000
Total grant request $15,000
Using our design experience and local knowledge, TEN OVER STUDIO would like to support the City of San
Luis Obispo with their effort to increase Diversity, Equity, and Inclusion locally. This grant will allow our
team to build out a more robust affordable and workforce housing feasibility study program working with
local nonprofit developers to realize The City of San Luis Obispo’s goals of making San Luis Obispo a more
welcoming and inclusive place for all community members. The financial support to local businesses like
TEN OVER will help promote the economic and social well-being of community members.
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TOTAL
Ordinary Income/Expense
Income
Invoiced Services 6,516,089.62
Lost Income -57,771.51
Client Reimbursables Income 202,429.96
In house Service 4,396.14
Subcontracted Income 1,169,562.70
Total Income 7,834,706.91
Cost of Goods Sold 3,687,507.23
Gross Profit 4,147,199.68
Expense
Wages, Benefits and Staff 1,853,239.08
Automobiles 27,239.47
Business Development 262,429.10
Computers & Technology 312,478.14
Donations 6,878.00
Dues, Memberships,Subscriptions 6,941.20
Employee Appreciation 71,628.64
Employee Education 92,674.40
Equipment & Small Fixtures 32,894.86
Facilities
Rent 398,913.81
Repairs & Maintenance 33,878.34
Utilities 53,305.86
Total Facilities 486,098.01
Fees & Interest 5,978.57
Insurance 51,970.14
Licensure & Fees 14,669.29
Postage & Shipping 540.52
Professional Fees 94,640.68
Supplies 14,087.52
Taxes 115,988.24
Total Expense 3,450,375.86
Net Ordinary Income 696,823.82
Other Income/Expense
Other Income 42,484.35
Other Expense 171,435.02
Net Other Income -128,950.67
Net Income 567,873.15
2:07 PM Ten Over Studio, Inc.
03/27/23 Profit & Loss
Accrual Basis January through December 2022
Page 1
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Texture (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to the product inventory as submitted
in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $12,000, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE shall complete the five-hour Small Business Development Center (SBDC) course
within 30 business days of fund disbursement. Proof of completion shall be provided to
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CITY. If GRANTEE fails to provide timely proof of completion, CITY reserves the right to
pursue return of the awarded funds in civil action.
8. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
9. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Texture
474 Marsh St
San Luis Obispo, CA 93401
Attn: Courtney Haile
hello@racemattersslo.org
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Courtney Haile, Executive Director
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
Texture
Retail + Admin Support
2/8/2023
119508
www.racemattersslo.org - Texture page forthcoming
City
SAN LUIS OBISPO
State / Province / Region
California
Postal / Zip Code
93401-3801
Country
United States
Street Address
474 Marsh Street
Address Line 2
A & B
Yes No
CONTACT INFORMATION
Courtney Haile
(415) 264-8641
hello@racemattersslo.org
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other Seeking funds for retail inventory and staffing, for personal services business.
Texture salon and boutique is managed by R.A.C.E. Matters SLO County and housed in the larger Texture
multi use space. The goal of the business is to provide Black hair care services and to sell Black-owned,
made, and centered products – expanding services and access for Black community members in particular
while also providing programs for the larger BIPOC community and education for all. The first year of rent
and utilities, plus one time costs of decor, renovations, and salon fixtures are covered by other grants and/or
sponsorships. Sales goals for the first year are for revenue to break even with ongoing costs to sustain the
Texture Salon & Boutique.
The services provided are 1)Station rental for stylists who specialize in textured hair 2) Services for
community members with textured hair. 3) Retail rental to Black-owned artisans ( consignment) 4) Meeting
space rental for community organizations. The retail products for sale will include beauty supply products,
books, jewelry, accessories, and art. Beyond just offering hair services, Texture is an intentionally designed
multi-use space and hub for R.A.C.E Matters operations, programs, and special events.
A new program
Continuation of an existing program
25,000
*$12,000 for the purchase of inventory, purchased throughout the course of the first year, including but not
limited to: beauty supply products, culturally affirming and educational books, Black-owned and and made
jewelry, accessories, art, and self-care products.
*$13,000 towards administrative support position which will include operations support, communications and
marketing support including social media management, and customer service (remaining cost of position
covered by other grants obtained by R.A.C.E. Matters).
Approximately 60%
This proposal specifically benefits the underrepresented and underserved community that identifies as Black
or African American by providing culturally affirming products and services. The Texture space in its entirety
will feature rotating art by the local BIPOC artists, and events that cultivate a welcoming space for
underrepresented folks.
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8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
2 stylist stations booked, 3-4 days a week each >> evaluated by number of stylists and frequency of their
chair rental
Strong inventory sales that match projection >> evaluated by sales records
Qualitative data from community members >> evaluated with surveys
Signature
3/31/2023
Attachments
RM_Texture_BusinessPlan.docx 56.56KB
Projected_P&L_Texture_ DEI_2023.xlsx 38.67KB
RM_DiversityStatement .docx 14.1KB
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TEXTURE- Business Plan
General Company Description
Texture is a multi use space, salon, and boutique managed by the non-profit corporation
R.A.C.E. Matters SLO County.The goal of the business is to provide Black hair care services,
and to sell unique Black-owned, made, and centered products, ultimately expanding
services and access for Black community members in particular. Texture embodies
R.A.C.E. Matters’ mission to amplify Black voices through artistic, cultural, educational, and
social experiences.
Sales goals
The first year of rent and utilities, plus one time costs of decor, renovations, and salon fixtures
are covered by other grants and/or sponsorships and a robust fundraising campaign is still
underway. Sales goals for Texture’s first year (until May 2024) are to at least break even. See
projected profit and loss spreadsheet.
Products, Services, Advantages
The services provided are 1) Station rental for stylists who specialize in textured hair 2)
Personal hair services for community members with textured hair. 3) Retail space rental, ie:
consignment. The products provided are 1) Black owned or made retail including but not
limited to beauty supply products, books, jewelry, accessories, and art. 2) Facility rental to
other community organizations for Diversity, Equity, Inclusion, and Justice related workshops
and/or meetings.
There are no salons in SLO that service Black hair, and very few Black-owned brick and
mortar businesses that provide a sense of place, along with chic and stylish Afrocentric
products. While only 2.3% of people in the city and county identify as Black or African
American and 5.5% identify as 2 or more races – through retail sales, facility rental, and
special events, Texture provides an opportunity for the larger community to support services
and visible space for the historically minoritized Black community.
Marketing
R.A.C.E. Matters has approximately 10,000 followers across social media platforms and enjoys
fruitful collaboration with Diversity Coalition of SLO County, San Luis Obispo Museum of Art,
San Luis Obispo International Film Festival, Cal Poly Office of University Diversity and
Inclusion, Cal Poly Black Faculty and Staff Association, among others. We plan to leverage the
prominence of R.A.C.E. Matters while also reaching out to Black communities in Northern
Santa Barbara county. Texture also operates as a community space and hub for R.A.C.E.
Matters’ programs, and therefore donors who wish to support R.A.C.E. Matters, space for the
Black community, and corporations who wish to attract and retain more diversity in the area
would do well to support the project.
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Customers
Our salon customers are primarily Black people, especially women and children, as well as
multiracial families. They are in San Luis Obispo and Northern Santa Barbara Counties. Non-
Black people with tightly curled or textured hair may also be potential customers.
Potential retail customers include the entire community of R.A.C.E. Matters supporters who
have enjoyed our events and content since 2016. We plan to leverage events such as our
annual Belonging series, monthly art after dark gatherings, and host the majority of R.A.C.E.
Matters programs in the Texture space to attract customers.
Retail rental (Consignment) tenants include Belle Noire Accessories out of the Bay Area,
along with a network of other vendors.
Workshop/Meeting rental potential tenants include Diversity Coalition SLO County, Cultural
Creations, AAPI SLO, and other community organizations.
Pricing
Prices for hair services will be set by stylists.
Prices for retail sales will be set in comparison with other similar businesses (ie: non-profit gift
shops).
Prices for retail space rental (consignment) will be set in comparison with consignment
models in similar markets, and space rental for organizations to rent space for
workshops or meetings will also be set competitively and with equity top of mind.
Projected sales estimates
See projected profit and loss spreadsheet.
Operational Plan
Location: We have a year to year lease in San Luis Obispo at 474 Marsh Street A&B
Licensing and Permits: We’ve obtained our business license, salon establishment license,
our minor electrical and tenant improvements have cleared all city agencies and we are
finalizing our minor electrical permitting on Monday, April 3rd.
Suppliers
● We have relationships with visiting stylists throughout California, including Caprisha
Daniels who has serviced San Luis Obispo for a year with facilitation by R.A.C.E.
Matters.
● We have relationships with local and California-based vendors of Black-owned products,
including Belle Noire Accessorsories, as a result of R.A.C.E. Matters’ Belonging Block
parties.
● We’ve identified contemporary Black authors such as Chrissy King, Rachel Cargle,
Damon Young, games such as Culturetags, and more.
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Management and Organization
Texture is a non-profit corporation conducting commercial operations. Executive Director
Courtney Haile will devote.25 FTE to the ongoing management of Texture and is currently
finalizing the administrative support position that will require experience in retail, customer
service, administrative or office management experience, and social media management
content creation – with lived experience reflective of the community served highly preferred.
Other grants have been obtained by R.A.C.E. Matters to fund the administrative support
position.
Financial Statement
Texture is supported by $56,000 in grants and sponsorships, a second phase of our capital
fundraising campaign kicks off April 29th, and Texture- specific fundraising efforts on behalf of
R.A.C.E. Matters will continue.
The first year of Texture’s operations are considered a proof of concept with a goal of “breaking
even” when balancing revenue and expenses. Funding for the purchase of inventory would
allow profits from our first lot of inventory to fund future orders. At the close of year one
R.A.C.E. Matters will assess pricing, revenue streams, and ongoing donor support, making
adjustments if needed.
See RM financial statement.
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By engaging the public through the creation of Black-centered social spaces,
cultural and arts events that center Black creative expressions, and racial justice
educational programming, R.A.C.E. Matters has emerged as a publicly recognized
local leader in matters of racial justice. The organization has courageously
pushed conversation and action around Diversity, Equity and Inclusion forward
with three essential programmatic elements:
We organize a variety of social and cultural events for and centered around the
local Black community, helping to build ties among local Black residents, families,
and businesses, and contributing to the fostering of Black culture locally.
We organize an extensive range of arts events that engage our local community
with the works of Black artists as well as Black-focused works. From visual arts
programs to performing arts events to films--including two films that we have
produced as well as other films that we have screened for the local community --
our programs utilize an expansive array of media to uplift and amplify the voices
of underrepresented Black and other POC populations. These events and
programs reflect our belief in the necessity of art to the cultivation of human
belonging, the empowerment of underserved and underrepresented communities,
and the envisioning of a more just and equitable world.
We organize community dialogues, panel discussions, workshops, and trainings
that contribute to a broader culture of racial justice within our community. Our
educational programming has ranged widely, from racial justice-oriented yoga
workshops, to educational workshops on White privilege, a panel and forum
focused on the subject of cultural appropriation, webinars devoted to the racial
dimensions of the COVID-19 crisis locally and the challenges and possibilities of
homeschooling children of color in the pandemic.
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DIVERSITY EQUITY INCLUSION SLO BUSINESS GRANT 22-23
THIS AGREEMENT, dated ___________________ for the convenience of the parties hereto, is
between the City of San Luis Obispo, a chartered municipal corporation (referred to herein as
CITY), and Twig & Arrow Salon (referred to herein as GRANTEE).
WITNESSETH:
WHEREAS, GRANTEE has requested CITY to contribute to Diversity and Inclusion program as
submitted in its application to the CITY on March 31, 2023.
WHEREAS, the Services will be available to residents of the City, thereby serving both a public
and municipal purpose.
NOW, THEREFORE, CITY and GRANTEE for and in consideration of the mutual benefits,
promises, and agreements set forth herein, do agree as follows:
1. GRANTEE will make its Services, as described in its application (the “Application”),
incorporated by reference and attached as Exhibit A, available to City residents from July 1,
2023 to June 30, 2024.
2. GRANTEE will provide CITY with a mid-year report, due January 10, 2024, and final
program report, due July 10, 2024, summarizing administrative, financial, and client Service
activities. Said reports shall be in the form of “Exhibit B,” attached hereto.
3. GRANTEE and all its agents, representatives, or participants in any manner in the
performance of its obligations and duties hereunder shall be employees or volunteers of
GRANTEE. They shall not, for any purpose, be considered employees or agents of the CITY.
4. GRANTEE agrees to hold CITY harmless and to defend CITY against, from, and in any
claim, action, proceeding, or hearing wherein there is an allegation charging liability of the
part of the CITY as a result of any act or omission, negligent, or otherwise, by GRANTEE.
5. CITY agrees to pay the GRANTEE a one-time only grant, in the sum of $12,500, to be used
for the Services as described in the Application. The grant will be paid in one installment
when a signed contract is received.
6. The Department Head- Administration may terminate this agreement at his sole discretion,
after a public hearing and upon ten (10) days written notice to GRANTEE. Said termination
shall be effective thirty (30) after CITY mails notice of termination of agreement to
GRANTEE. Any funds not paid pursuant to paragraph 5 above shall revert to CITY upon
said termination.
7. GRANTEE hereby certifies and agrees that it will comply with the Human Relations
Commission “Bylaws,” which creates an environment within the City in which all persons
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can enjoy equal rights and opportunities regardless of race, religion, sex, national origin,
sexual orientation, age, physical, mental, or economic status.
8. For purposes of notice under this agreement, all notices shall be considered effective upon
being sent by certified mail to the following addresses:
CITY:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Greg Hermann, Assistant City Manager
GRANTEE:
Twig & Arrow Salon
712 Marsh St
San Luis Obispo, CA 93401
Attn: Amanda Miller
amanda@twigandarrowsalon.com
IN WITNESS WHEREOF, the parties have executed this agreement by their proper officers duly
authorized:
GRANTEE
By: _______________________________________
Amanda Miller, Owner
CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION
By: _______________________________________
Greg Hermann, Assistant City Manager
APPROVED AS TOFORM:
By: ________________________________________
Christine Dietrick, City Attorney
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HUMAN RELATIONS COMMISSION
Diversity, Equity, & Inclusion SLO Business Grant:
2023-24 DEI SLO Business Grant Application
The funding and grant application will support initiatives to diversify the local economy and
shall be accessible to anyone. All proposals must be inclusive of all individuals and
communities.
BUSINESS NAME
PROJECT/PROGRAM NAME
DATE BUSINESS ESTABLISHED
BUSINESS LICENSE NUMBER
WEBSITE
Address
*If you are not currently a business, you must be willing to participate in 5 hours of one-on-one coaching with
the Small Business Development Center and secure a business license.
(This person will receive notifications regarding grant decisions, contract execution, and reporting requirements)
BUSINESS CONTACT *
PHONE
E-MAIL ADDRESS *
BUSINESS INFORMATION
Twig & Arrow Salon
Twig & Arrow Salon Diversity & Inclusion
2/1/2017
114025
www.twigandarrowsalon.com
City
San Luis Obispo
State / Province / Region
Ca
Postal / Zip Code
93401
Country
United States
Street Address
712 Marsh Street
Address Line 2
Yes No
CONTACT INFORMATION
Amanda Miller
8056984557
amanda@twigandarrowsalon.com
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WHO PREPARED THIS APPLICATION (if different than above)
PHONE
1) Which of the below best describes your business proposal reflected in this application *
2) Provide an executive summary of the proposal (Max 200 words)*
3) Is this proposal for:*
4) Requested Amount *
5) Itemized breakdown of requested amount (e.g., products or services purchased, hours subsidized, etc.):
6) What percentage of the funding needed will this grant cover?*
7) How will this proposal benefit underrepresented and/or underserved communities in the City of SLO?*
8) Briefly describe 1-3 methods of evaluation with indicators of success for your proposal.*
I certify that the information contained in this application is, to the best of my knowledge, true and accurate;
that my business subscribes to the Human Relations Commission’s “Statement of Purpose and Bylaws” which
creates an environment within the City in which all persons can enjoy equal rights and opportunities regardless
of race, religion, sex, national origin, sexual orientation, age, physical, mental or economic status; and that this
application is submitted with the full knowledge and endorsement of the business and that I am authorized
submit the application on behalf of the business.
GRANT REQUEST INFORMATION
Service
Product
Experience
Promotion
Other
This grant will be used for furthering the education and training of our entire staff on many types of diverse
and multi cultural hair and makeup types, styles and colors that we believe is an area truly lacking on the
central coast. It will allow us to bring in educators and put on classes for our staff. We strive to be able to
provide the absolute best services and experience to every single person that walks through our doors from
an all walks of life.
A new program
Continuation of an existing program
15,000
Class #1 $7500
Class #2 $5000
Hair Product for Multi Cultural Hair $2500
85
This will give a large underrepresented part of our community a truly great place to come and get their hair
and makeup done by and amazing and welcoming staff that will be trained to properly take care of their
needs and give them a great experience at the same time. I believe that a large portion of this community
goes out of our area to get these services done
We will be able to track the specific services provided through our POS system. That will allow us to know
how many clients come in for the new services and how many new people we are reaching.
Signature
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Signature *
Date *
Please include the following attachments. If these are not included, it will be considered as incomplete
application and will not be reviewed.
1. The Business Proposal/Plan (max 3 pages)*
2. Summary of P&L/Financials (max 1 page)*
3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)*
3/31/2023
Attachments
Twig Diversity Proposal copy.docx 15.09KB
P&L copy.xlsx 9.65KB
Diversity^J equity ^0 inclusion copy copy.docx 12.68KB
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Twig & Arrow’s dedication to diversity, equality, and inclusion are long-running
components of our company and values.
Twig & Arrow is committed to equal employment principles. We strive to find ways to
attract, develop, and retain the talent necessary to meet our business objectives and
goals, and to recruit and employ highly qualified individuals representing the diverse
communities in which we live.
Twig & Arrow provides equal employment opportunities to all employees and applicants
for employment without regard to race, creed, color, religion, gender, sex, marital status,
sexual orientation, national origin, age, physical or mental disability, genetic
predisposition or carrier status, military status, veteran status and any other
classification protected by law.
Twig & Arrow strives to provide the best hair and brow care possible for all, without
regard to race, creed, color, religion, gender, sex, marital status, sexual orientation,
national origin, age, physical or mental disability, genetic predisposition or carrier status,
military status, veteran status and any other classification protected by law.
Diversity and equality remain key guideposts across the company, embraced by
management and ownership.
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Twig & Arrow Salon Business Proposal for Diversity and Inclusion
At Twig & Arrow we strive to provide the best hair, brow, and makeup services possible
for all, without regard to race, creed, color, religion, gender, sex, marital status, sexual
orientation, national origin, age, physical or mental disability, genetic predisposition or
carrier status, military status, veteran status and any other classification protected by
law.
This grant will be used to provide education and training for our staff to better serve a
part of our community that we believe is underserved. We will bring in educators to
work with our staff directly to give them the very best skills and practices required to
serve our community.
We will also work to market our services to the underserved community by working on
our social media presence targeting the new services we wish to provide. As well as
providing a discount to new customers to make it easier for them to come in our doors
for an incredible experience.
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Twig & Arrow Salon
Profit & Loss Statement
Feb-23
Income
Service 42,022.00$
Product 4,426.00$
Booth Rent 3,100.00$
Total 49,548.00$
Expense
Rent 9,175.00$
Color 5,326.03$
Uilities 1,883.16$
Marketing 500.00$
Accounting 500.00$
Misc 500.00$
Payroll 31,296.86$
Total 49,181.05$
Profit 366.95$
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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: DEI SLO Business Grant
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box) X
Organization: Alpenglow Industries
Project Name: Electronics & Soldering Workshops
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.
We spent the second half of the grant period developing the projects for each workshop,
finalizing printed and online resources, and hosting the actual workshops! PDFs of written
materials developed for the workshops are attached, and they are also available for free on our
website:
Learn to Solder Pamphlet online:
https://www.alpenglowindustries.com/pages/how-to-solder-instructions
Basic Electronics Cheat Sheet (single page for printing) online:
https://cdn.shopify.com/s/files/1/0608/6698/6193/files/Basic_Electronics_Workshop_Cheat_She
et.pdf?v=1716591500
Basic Electronics Crash Course (longer) online:
https://cdn.shopify.com/s/files/1/0608/6698/6193/files/Basic_Electronics_Workshop_Crash_Cou
rse.pdf?v=1716591500
Files for the Twist-Together “Breadboard” circuit developed for the Basic Electronics Workshop:
https://github.com/AlpenglowIndustries/Alpenglow_CircuitBasics
(we are open-sourcing this and all follow-on Circuit Basics breadboards so that anyone who
wants to make them can do so)
Learn to Solder Workshop Projects:
Happy Raincloud soldering kit (previously developed outside of this grant), learn how to
solder through-hole components to circuit boards
Angry Stormcould soldering kit (previously developed outside of this grant), more
practice soldering through-hole components to circuit boards
USB cord power indicator, learn how to strip wires, solder wires to circuit boards, how to
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splice and use heat shrink tubing
Basic Electronics Workshop Projects:
Basic LED circuit made by twisting wires together – learn about voltage, current,
resistance, open and closed circuits, and how to use a multimeter
Battery Motor – learn about inductors and magnetism, basics of how they translate
electricity into motion and how a motor works
Sing a Little Song Circuit – learn about transistors, speakers, and how to use a
solderless breadboard (a common prototyping tool).
Learn to Solder Workshop Dates: 01/25/24, 02/10/24, 03/07/24, 03/28/24, 04/06/24
Basic Electronics Workshop Dates: 02/24/24, 03/16/24, 04/13/24
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 had 83 workshop sign-ups, 69 people showed up (83%), and 52 people filled out surveys
(75%).
Basic Electronics Demographics
(21 surveys returned, out of 26 attendees and 35 sign-ups):
25% Hispanic/Latino
75% White
45% LGBTQIA+
15% Disabled
(Side Note: we had one person with epilepsy that we accommodated by making sure we had no
flashing lights in our kits or around the workshop)
68% Cisgender Woman
5% Non-binary
21% Cisgender Man
5% wrote-in “Woman” (we had transgender and cisgender on the form, I believe this response
was from an LGBTQ person who wanted to make the point that everyone who identifies as a
woman is a woman. We certainly agree and there may be a better way to both get
demographic data and make it clear that we support transgender people.)
68% grew up in a middle-income household
21% grew up in a low-income household
11% grew up in a high-income household
79% are currently part of a middle-income household
10.5% are currently part of a high-income household
10.5% are currently part of a middle-income household
50% work in the City of SLO
35% live in the City of SLO
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Sources: American Community Survey (ACS) (census.gov), Census.gov, Demographics | Department of Finance (ca.gov)
50% work in the County but not the City
45% live in the County but not the City
5% live outside the County of SLO
40% had a Bachelor’s degree
40% had some college
10% had a Master’s degree
10% had an Associate’s degree
27% had a degree in a STEM-related field
67% had a degree in a non-STEM field
50% were encouraged to do STEM-related activities when growing up
50% were not (or were actively discouraged)
4% were new to STEM activities
56% do STEM activities as a hobby
33% want to work in STEM
22% already work in STEM
5% consider themselves a technical “Maker”
22% consider themselves a non-technical “Maker”
20% want to be a more technical “Maker”
100% of attendees completed the 3 circuit activities.
100% felt we provided a safe & welcoming environment.
100% said they got what they wanted out of the workshop, 14% wrote in that they learned more
than expected, and 52% mentioned wanting to learn even more or take another workshop.
Learn to Solder Demographics:
(31 surveys returned, out of 43 attendees and 48 sign-ups)
29% Hispanic/Latino
3% Asian
71% White
39% LGBTQIA+
25% Disabled
(Side Note: we had a Deaf person in our last class, we were able to add a subtitle system to the
TV that we used to show a microscope view of our workbench/soldering, it was an amazing
experience getting to teach her how to solder.)
61.5% Cisgender woman
27% Cisgender man
11.5% Non-binary
59% grew up in a middle-income household
31% grew up in a low-income household
10% grew up in a high-income household
70% are currently part of a middle-income household
20% are currently part of a high-income household
10% are currently part of a middle-income household
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33% work in the City of SLO
40% live in the City of SLO
17% work in the County but not the City
37% live in the County but not the City
20% work outside the County of SLO
13% live outside the County of SLO
30% had a Bachelor’s degree
50% had some college
13% had a Master’s degree
3% had an Associate’s degree
3% had a high school diploma
23% had a degree in a STEM-related field
64% had a degree in a non-STEM field
61% were encouraged to do STEM-related activities when growing up
39% were not (or were actively discouraged)
13% were new to STEM activities
57% do STEM activities as a hobby
20% want to work in STEM
27% already work in STEM
13% consider themselves a technical “Maker”
27% consider themselves a non-technical “Maker”
10% want to be a more technical “Maker”
100% of all workshop participants completed the soldering activities.
100% said they felt the environment was safe & welcoming
97% said they got what they wanted out of the workshop, 3% said somewhat and they needed
more practice, and 14% wrote in that they learned more than expected.
Overall impact:
People definitely left our workshops pretty happy and energized about soldering and electronics.
Many were interested in follow-on classes and learning, indicating that we were effective in
breaking down barriers and encouraging people to learn. The overwhelming response that
everyone felt safe and welcome was really important to us and I think key to creating a desire to
learn more.
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be a llocated.)
Total Spend:
Actual/Budget
Labor:
$6363/$6000 – Curriculum Development
$125/$100 – Website Sign-ups
$4006/$2500 – Learn to Solder Workshop + prep & clean-up & follow-up
$3813/$2250 – Basic Electronics Workshop + prep & clean-up & follow-up
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Sources: American Community Survey (ACS) (census.gov), Census.gov, Demographics | Department of Finance (ca.gov)
$4070/$4000 – Outreach
$955/$650 – Postcard & Flyer Design
$3875/$3200 – Soldering Pamphlet & Electronics Pamphlet design
Materials:
$1029/$1770 – Soldering irons & multimeters
$285/$133 – Soldering Consumables
$836/$1194 – Soldering kits
$512/$551 – Basic Electronics circuit consumables & small tools
$541/$1100 – Printed materials (class pamphlets, flyers, postcards)
Income:
$1350/$2000 – Workshop fees
Total:
$25,060/$21,448 – Actual Spend/Original Budget
(grant received: $18,353)
DEI SLO Business Grant Additional Metrics & Performance Outcomes Template
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
Services directly provided by the grantee;
Program/project applications, instructions, trainings, products, or
concepts;
Information (orally or in printed, in-person, virtually or over the phone);
Any materials (flyers, brochures, etc.);
Referrals
We had 69 workshop attendees,
talked about the project to
approximately 85 people at in-person
meetings and events, posted flyers at
15 business locations (mostly
community bulletin boards), posted on
3 online community calendars, sent
out 3 newsletters to 1000 people,
made 8 social media posts, emailed 7
local organizations/groups, and
handed out a total of 90 flyers and
450 postcards.
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
We spent 331 hours on this work.
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3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
Activities refer to any gathering designed to promote programs,
services, concepts related to the components within the scope of the
agreement signed by the grantee.
Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
Activities relate to any gathering designed to outreach, engage, and
consult, and collaborate with the community as defined within the
agreement signed by the grantee
8 workshops were held by us.
Events organized by others that we
attended for promotion included: a
meeting of the Latino Outreach
Council, a GALA Center donors
meeting, a meeting at Cuesta College
with the Louis Stokes Alliance for
Minority Participation in STEM director
and the Math Engineering Science
Achievement director, and a
Womxnhood Brunch at CalPoly.
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
We had 69 people attend our
workshops.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Sample
questions will be provided to grantees for technical assistance.
See Statistical Report and attached
survey results
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. Grantees will be sent the City’s
current demographic survey and are highly encouraged to use such template to
implement and report back.
See Statistical Report and attached
survey results
Carrie Sundra CEO 805-587-6399
Name Title Phone
07/06/24 carrie@alpenglowindustries.com
Signature Date E-mail
Page 372 of 477
Sources: American Community Survey (ACS) (census.gov), Census.gov, Demographics | Department of Finance (ca.gov)
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org)
Page 373 of 477
Page 374 of 477
How did you hear about the workshop? If you saw our flyers out in the
wild, please let us know where.
31 responses
Alpenglow Soldering Workshop Feedback
31 responses
Publish analytics
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0.0 2.5 5.0 7.5 10.0
A newsletter sent by us
A newsletter sent by so…
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@alpenglowind bluesky
@alpenglowyarn insta…
Somene else shared o…
Flyer or postcard at a l…
A friend or colleague
New Times
Cuesta college LSAMP
Women in tech meetup
Cuesta college
I know Carrie
Lamb town
Radio shack
Friend was reading ne…
New times
Cal poly hothouse
7 (22.6%)7 (22.6%)7 (22.6%)
4 (12.9%)4 (12.9%)4 (12.9%)
1 (3.2%)1 (3.2%)1 (3.2%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
1 (3.2%)1 (3.2%)1 (3.2%)
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9 (29%)9 (29%)9 (29%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
2 (6.5%)2 (6.5%)2 (6.5%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
1 (3.2%)1 (3.2%)1 (3.2%)
Page 375 of 477
If you saw a postcard or flyer, please let us know where. Same if you saw
a non-Alpenglow newsletter or social media share.
13 responses
Copy
Co-op
Cuesta college
My husband…
Nautical Bea…
Postcard at t…
Radio shack
SLO co-op
SLO public li…
Slow wellne…
Softec email…
The Mountai…
The b…
0
1
2
1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)1 (7.7%)
2 (15.4%)2 (15.4%)2 (15.4%)
Page 376 of 477
What made you want to learn how to solder, and why did you decide to sign up for our
workshop in par ticular?
31 responses
I want to be able to repair my home electronics. Your class was close, affordable, and
adver tised as queer friendly.
Your workshop felt explicitly approachable for newbies like myself which is a lifeline in a sea
full of hobbyists who can be a bit...standoffish. Getting into STEM-adjacent knowledge fields
as a woman is brutal, and I have the insulating privilege of whiteness shielding me from even
further rejection/gatekeeping.
I always wanted to learn and LED blinky lights are fun.
Working on Arduino & LED projects
Cosplay with lights
Repair broken items
I was curious about it, but didn't have the tools to try. Plus it's a skill per tinent to my degree at
Cuesta.
Old hardware needing repair
I've been interested in learning for a while but never got the chance
I enjoyed the previous class so much. I wanted to solder again, and I came with a friend that
wanted to learn how to solder but wanted a friend to go with her to the class
The workshop sounded fun, low barrier to entry, inclusive, and fun
I saw the workshop and it seemed like a fun, no stress way to learn an interesting skill.
I wanted to learn so I can assemble a new keyboard
Curious how similar to welding. My par tner was coming, I did as well
Wanted to properly learn how to use soldering iron for jewelry making
Tons of home projects and repair dash raspberry pi stuff - laptop repair (need to learn how to
repair removed "gold pads" btw?) - 3DS hack
Page 377 of 477
It looked fun!
Fun and useful skill. Electronics are fun. I knew it would be fun
I'm considering majoring in electrical engineering
Like electronics
It's been a personal interest of mine for a long time, and professional motivations pushed me
to just do it!
Already interested in open glow swifts, and have an interest in electronics. $20 for a workshop
seemed good.
I want to solder to work on electric guitar components. This workshop seemed quick and
accessible
Flyer looked colorful and inviting language was friendly on flyer
I want to learn more about electronics and use my brain and my hands
Absolutely a new experience to try! Excited that this is a woman-owned enterprise
Want to learn more practical skills, maybe pick up a new hobby
Thought it would be fun to do something out of the box for me - and a fun date night!
I have soldered a few times to repair something and wanted to learn how to do it properly
I'm a software engineer and I know little to nothing about the hardware side of things - this
seemed like a great introduction
I wanted to brush up on my soldering skills
Page 378 of 477
What part of the learning process was the most challenging for you, and do you feel
like you got enough help?
29 responses
This class was easy and fun for me.
I absolutely felt like I got enough help, it was a treat to have access to such a direct guidance
and exper tise!
I wasn't sure I was doing it correctly but the instructor came by and said it was fine
Just confidence that I was doing things right and practice. It was really helpful to see in
person.
Hard to remember how to do everything. Yes!
Understanding steps yes had help!
The most challenging was understanding how to solder overall, but I definitely got all the help I
needed to feel confident.
Desoldering with braid
Knowing which way to put things in (up vs down) is challenging for me. People were always
quick to help.
Learning the flow of the solder - how to get not too much but have enough. Help was available
but it's just practice and the workshop provided plenty of oppor tunity for that
Making sure I had enough solder on the joints, yes help was readily available
Very similar to welding, not hard. Help was exceptional
The whole process was well described and the teachers were easy to approach with questions
and reassurance
Love the captioning that was a huge help and I wouldn't have been able to par ticipate
otherwise!
It was easy to learn and got lots of help
Just my eyes are getting old. I got enough help
Page 379 of 477
I feel like I got enough help
Multitasking Yes
I put an LED in the wrong way and I got loads of help fixing my mistake!
Simply nervousness about showing up
Very accessible, lots of help provided
Soldering - yes, great suppor t
It was all new to me so it was all challenging I definitely got enough support
Being able to sor t info being said as a supplement and be able to follow steps
It was overall pretty easy and I felt well supported
The circuit exercise, but you were very patient and helpful.
The help was outstanding
Nothing other than splicing the wire back together without the helping hands
Yes, I felt I was instructed well
Page 380 of 477
What did you think of the Cloud kits? Did you struggle with any of the components?
30 responses
I thought they were cute. The hardest par t was the switch, but it still wasn't hard for me over
all.
THEY'RE DELIGHTFUL ALL HAIL THE GLOW CLOUD
They're adorable! But there's no place on the back of the rain cloud one to put either the
magnet or the pinback that doesn't cover up the name of the piece or the Alpenglow logo. I'd
like to be able to show them off.
Cute! Did not struggle
Very cute! LEDs hard to make flush
Cute
I loved the cloud kits! They were a great introduction. I didn't really struggle with the
components.
Cloud kits were great
They were neat and easy to follow
I got the LEDs reversed...
They are very nicely designed - very cute and also helpful for learning the techniques. The LEDs
were perhaps the trickiest but not too difficult.
Very cute. Nope.
They worked really well.
Very friendly as a first-timer felt very cool to make something work
Love them all - I'd enjoy more substantial larger pieces/kits to work on as I practice soldering
Nope they were awesome
Kits were awesome
They are so cute and so much fun, really nice intro electronics project
Page 381 of 477
Nope - cool
Love them! Great intro project
Cute, good intro to soldering
Cool intro to PCBs, instruction was very helpful in perfecting the components
Love the cloud kits!
They are awesome. No struggle
They were fun!
So cute! Nope, easy
So cool, maybe different color lights for the stormy cloud? Managed to put the second one
together by myself
Super fun! The kids are great for learning
So cute! They were the perfect first projects.
The LEDs were a little tricky to align
Page 382 of 477
What did you think of wiring the USB cable power tester? Was it useful to work with
wire and solder components "freeform"?
30 responses
Yes
It was useful in that it showed me I will want a helping hand for my home setup haha. Wasn't
too hard, but I think I could make a better looking solder if I had a clamp or something.
Yes wire soldering was a bonus for sure! I wish we'd had more time to go over resistors and,
for example, how to know when you need what kinds of resistors + what power ratings(?) for a
given project.
I thought it was useful, but it might have been helpful to show examples of different kinds of
"freeform" soldering (enmeshed end to end, two parallel ends twisted together)
Yes! This is probably what I need to do most often.
I liked it the most most useful for my purposes good to work freeform. ( my purposes)
Yes, it gave an understanding of additional ways to solder and splice.
It was a bit difficult, because the wires are very small and easy to break wires
Good variety with the cloud kits
Yes, absolutely! I had never stripped or soldered wires before.
Yes, it was a great way to learn additional soldering / wire techniques
Yes it was very interesting. I had never done that before.
Yes. They were a great addition
Yes, let's us know what other techniques are available
Yes - I'd like an actual project or an example so I can see how to use it in real life, but I have
experience with pie stuff, so I see the application here
Yes I like that there were different materials
Yes, glad I got to practice it. May come in handy
Page 383 of 477
Absolutely
Totally. Loved how I could cut the wires multiple times and splice them
A good step up and yes because other situations won't have a kit
Practicing freeform soldering seems useful
Yes, great practice - easy useful task
Interesting. Yes useful
Yes. It was hard. Good challenge
I really enjoyed it
That was hard for me, but it's okay - first time
Great, after I fixed it! Yes, it was very practical.
Yes, it showed a glimpse into a different type of soldering and what is possible.
Of the three projects, it was the most useful to work with
Page 384 of 477
Did the workshop feel like a safe and welcoming environment for you? Why or why
not?
29 responses
Yes
Yes!
Yes it did. The instructors and other classmates were friendly.
YES. The instructors and other students were all kind and suppor tive, and I felt there was room
for me to ask questions without judgment.
It was a good and welcoming environment and I felt very safe there.
Yes! Everyone was very nice and if I missed up nobody was mad
I definitely felt safe and was immediately welcomed
Of course!
Yes, I could ask questions
Definitely safe and welcoming. Mostly surrounded by people I felt I had things in common with.
Yes, definitely.
Yes. Very accessible and the instructors were great. Small class size was also good.
Inclusive and safe
Yes it was a nice space and everyone was welcoming
Definitely. Other participants were also enjoying themselves!
Yep super chill and fun
Yes because Carrie and Robyn were very open to questions and the other students were kind
and helpful
Yes! Very warm and inviting, no judgment zone.
Yes, very welcoming
Page 385 of 477
Yes, very helpful
Yes - great staff and knowledgeable
100% yes - Carrie and Robin are super friendly and welcoming and thorough and helpful. The
size of the class is great too because I could ask questions and get guidance.
Yes, all inclusive!
Page 386 of 477
Do you feel like you got what you wanted out of the workshop?
29 responses
Yes
Yes!
yes, I learned how to solder.
Hell yeah
Yeah, I think I did. I feel like I got a good grounding in soldering basics.
Absolutley
Somewhat. Need practice
I did plus more! I got to work on projects and keep what I made.
Yes, I believe that it was helpful
Yes, and lots of extra skills.
Yes.
Yes very much
Yes, and I'm eager to practice more!
Totally
Yes, and more! I learned a lot and got to practice fundamental skills
Yes I like my clouds
Yes for sure
Yes - fun and new. Going to show off my new clouds
Absolutely
Yes, I did
Page 387 of 477
Any other feedback for us? Things you loved, things we could improve? Anything we
could do to make you more comfor table or successful?
25 responses
No notes, it was great.
Not that I can think of off the top of my head, y'all are fabulous and I'm looking forward to the
Intro to Electronics workshop! Thank you again for all the work you put into making these
classes possible
I had a lot of fun learning how to solder. More magnifiers would have been helpful.
Components are small, y'all. (: Having the soldering booklet to refer to was SO HELPFUL!
The pace was great. Love the kits
Pronoun specific bits on the tags maybe
Slow instruction down so everyone is on the same steps. Use screen visual more.
I can't think of anything as it was thorough and friendly, and educational! I will definitely build
on what I've learned here.
Maybe the tables be more organized (to see each other)
A longer break in the middle to actually get up and get a snack.
I thought it was very well done.
No
None! Thank you for your teachings!
I feel like I'm able to par ticipate with the captioning - while not perfect to wake communication,
it's good enough that I'd recommend this workshop to other local deaf folks
I would love to come back and do more
It was fun. Easy to ask questions and good feedback
I really appreciated how we got a take-home cloud to continue to practice or soldering
I hope you teach more soldering and electronic classes in the future. I loved learning with you
guys! Thanks a ton
Page 388 of 477
Sorry for lack of feedback, but I had fun and I really appreciate your time and effort.
Awesome stuff, excited for additional workshops
It was perfect, time flew by and I enjoyed all task. Very friendly teachers
Great job
No, it was great
Overall, was great, thank you
You guys are awesome - thank you!
I would have liked more wiring demonstrations
Tell Us About Yourself
Please select all groups that you identify as:
28 responses
Copy
0 5 10 15 20
Black
Hispanic
Indigenous
Asian
White
LGBTQIA+
Disabled
0 (0%)0 (0%)0 (0%)
8 (28.6%)8 (28.6%)8 (28.6%)
0 (0%)0 (0%)0 (0%)
1 (3.6%)1 (3.6%)1 (3.6%)
20 (71.4%20 (71.4%20 (71.4%
11 (39.3%)11 (39.3%)11 (39.3%)
7 (25%)7 (25%)7 (25%)
Page 389 of 477
What is your gender identity?
26 responses
What income level of household did you grow up in?
29 responses
What income level of household are you par t of now?
30 responses
Copy
Cisgender woman
Transgender woman
Non-binary
Cisgender man
Transgender man
26.9%11.5%
61.5%
Copy
Low income (struggled for basic
necessities)
Middle income (basic
necessities were covered, with
a few luxuries)
High income (never had to
worry about basic necessities,
could afford many luxuries)
10.3%
58.6%
31%
Copy
Low income (struggle for basic
necessities)
Middle income (basic
necessities are covered, with a
few luxuries)
High income (never worry about
basic necessities, can afford
many luxuries)
10%
20%
70%
Page 390 of 477
Where do you live and work? Check all that apply.
30 responses
Please tell us the highest level of formal education you've completed:
30 responses
If you have a degree, is it in a STEM-related field?
25 responses
Copy
0 5 10 15
I work in the City of San…
I live in the City of San L…
I work in the County of S…
I live in the County of Sa…
I work outside the County…
I live outside the County…
Go to school in the city
Retired
10 (33.3%)10 (33.3%)10 (33.3%)
12 (40%)12 (40%)12 (40%)
5 (16.7%)5 (16.7%)5 (16.7%)
11 (36.7%)11 (36.7%)11 (36.7%)
6 (20%)6 (20%)6 (20%)
4 (13.3%)4 (13.3%)4 (13.3%)
1 (3.3%)1 (3.3%)1 (3.3%)
1 (3.3%)1 (3.3%)1 (3.3%)
Copy
Some high school
High School Diploma
Some college
Associate's Degree
Bachelor's Degree
Master's Degree
PhD
13.3%
30%
50%
Copy
Yes
No
N/A
Studying for one
I did not finish but I did try CS
M.S. psych so yes science
informed20%
64%
Page 391 of 477
Were you exposed to and encouraged to pursue STEM-related activities when you
were growing up? Be as brief or detailed as you like.
29 responses
Yes
Yes, both of my parents have STEM related degrees
Yes! Almost to the exclusion of all else, actually. I'm happy to be able to come back to STEM
skills like this on my own terms, for my own edification.
I was exposed to it by my dad the electrical engineer / programmer, but not really encouraged.
But I got to watch him tinker around with electronic components / ham radio stuff
Yes, I went to many STEM camps or robotics whatevers
Nope
Yes! I feel more confident and continuing my education to a degree in electrical engineering
No, I found stem because of my uncle/interest in games
Yes, my dad was an engineering professor at Cal poly and I was encouraged to learn maker
skills and work on computing and shop projects with him.
Yes (exposed and encouraged)
Yes, my parents encouraged me
Yes a lot of workshops are offered in school
I attended SLOHS and they did not provide enough STEM related activities while I was growing
up
Yes I did a lot of STEM programs in camps with school, etc
Yes, but didn't have many opportunities.
Grew up in digital age. Simply wanted to be competent with technology
Justin high School by a great teacher, however once a nun, sister Catherine star ted teaching -
she refused to call on me, and any other girls in class
Page 392 of 477
A little bit of exposure and a little bit of encouragement
Except for public kindergar ten, no high school was Catholic school old school kid house 400
students total
Not really. I've always been terrible at math, great at humanities (but I work in tech now)
Yes - Olympics of the mind
Not at all
No, but I decided to pursue engineering later on. (After graduation)
What's your relationship with STEM? (Science, Technology, Engineering,
Math). Check all that apply.
30 responses
Copy
0 5 10 15 20
I'm new to STEM-related…
I like to do STEM-related…
I want to work in a STEM…
I currently work in a STE…
I consider myself a techie…
I consider myself a non-t…
I WANT to consider myse…
I *want* to do STEM-relat…
I am studying STEM degr…
4 (13.3%)4 (13.3%)4 (13.3%)
17 (56.7%)17 (56.7%)17 (56.7%)
6 (20%)6 (20%)6 (20%)
8 (26.7%)8 (26.7%)8 (26.7%)
4 (13.3%)4 (13.3%)4 (13.3%)
8 (26.7%)8 (26.7%)8 (26.7%)
1 (3.3%)1 (3.3%)1 (3.3%)
1 (3.3%)1 (3.3%)1 (3.3%)
1 (3.3%)1 (3.3%)1 (3.3%)
Page 393 of 477
Is there anything else you'd like us to know about you or your relationship with STEM?
11 responses
I never got to explore the creative/"Maker" side of my (v intense) STEM interests as a kid and
I'm thrilled to have the oppor tunity as an adult to change that.
I've seen a lot of men gatekeeping STEM activities. It was so wonderful to learn from someone
who wasn't a guy. Thank you!
Mostly science, but my hobby involves tech
There isn't much, but I love software/hardware!
I am part of a STEM family - both myself and my spouse have STEM degrees, we have one kid
pursuing a STEM degree and another planning to.
It's wonderful
It's a burgeoning passion that I hope to pursue more as I develop my career
I had not had the oppor tunity to solder before. It does feel gate-kept, so thank you
I love that this is woman owned in most participants were women
Especially now that I have a daughter, I realize what a different experience I could have had
growing up and love that workshops like this one exist!
I am fairly new to STEM related stuff
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Page 394 of 477
Page 395 of 477
How did you hear about the workshop? If you saw our flyers out in the
wild, please let us know where.
21 responses
Alpenglow Electronics Workshop Feedback
21 responses
Publish analytics
Copy
0 2 4 6 8
A newsletter sent by us
A newsletter sent by som…
@alpenglowind instagram
@alpenglowind mastodon
@alpenglowind threads
@alpenglowind bluesky
@alpenglowyarn instagr…
Somene else shared our…
Flyer or postcard at a loc…
A friend or colleague
Previous workshop
Took soldering class
Cuesta college LSAMP
Posted at Cuesta college
Came to soldering class f…
Sunday new times
Carrie came to Cal poly b…
3 (14.3%)3 (14.3%)3 (14.3%)
3 (14.3%)3 (14.3%)3 (14.3%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
0 (0%)0 (0%)0 (0%)
8 (38.1%)8 (38.1%)8 (38.1%)
5 (23.8%)5 (23.8%)5 (23.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
1 (4.8%)1 (4.8%)1 (4.8%)
Page 396 of 477
If you saw a postcard or flyer, please let us know where. Same if you saw a non-
Alpenglow newsletter or social media share.
9 responses
The mountain Air
Bang the drum
Women in tech
The bunker
Cuesta college (mesa)
SLO wellness center Cuesta college
Softec newsletter
SLO co-op
Cuesta College
Page 397 of 477
What made you want to learn about electronics, and why did you decide to sign up for
our workshop in par ticular?
21 responses
Sound and fun and was local and affordable!
I've always been interested in electronics. I signed up because it looked fun and informative
I want to build synths
Interest in small repairs to small electronics like a V-Pets
To learn more about circuits for pinball hobby
I'm a massive nerd and this workshop seemed especially welcoming to newbies!
I just wanted to learn more for my own knowledge. Signed up to learn something new
General knowledge
Family member taking electronics at college - suggested it would be fun for everyone
I'm majoring in electrical engineering and wanted to get a better understanding of electronics.
This way I am more familiar with it.
I'm currently a STEM student and wanted to supplement my theoretical knowledge with hands-
on
I'm a community college student considering majoring in electrical engineering
Bir thday gift. I like putting together small circuits and wanted to know more
I thought it would be a fun thing to do with my par tner
To help me understand basics of my electronics and computers, and prepare for fur ther
learning. I felt welcome by the description of the class, it's difficult to find classes welcoming
those with no experience.
I've been wanting to understand the relationship between amps, Watts, and bullets. Also
wanted to learn circuitry basics.
I encounter circuits in my job and wanted to learn more about them I signed up for this
workshop because it seemed very accessible and low stress
Page 398 of 477
Refresher. Woman-owned business
My mom is going to school to learn how to build computers and thought it would be fun to do
together
Love to learn with hands on applicable methods. Learn to be more self-sufficient with repairs
I just star ted learning how to use an arduino for a research project at Cuesta and it sounded
like fun to learn more
Page 399 of 477
What part of the learning process was the most challenging for you, and do you feel
like you got enough help?
20 responses
New terminology. Good for an intro class!
It would take several more exposures for the info to feel I understand voltage watts ohms and
things like that. Plenty of help!
Reading, I have a learning disability and hands-on classes help a lot.
Understanding the different components. I received enough help
Pace of learning was super!
The most challenging par t is learning the new terminologies
Math, yes
All good
The most challenging par t was understanding the components and their rule, but Carrie did a
great job of clarifying and explaining
The most challenging process was the breadboards, I found all of their explanations extremely
helpful.
Yes, I feel like I got enough help
No challenge
The breadboard was a little confusing at first. Yes!
Definitely enough help!
Understanding the role of each component is in crystal clear yet, but I understand enough to
fill those gaps independently
The wire "sewing". It was nice that Carrie came around and looked at our boards and gave tips
as needed
The foreignness of electronics
Page 400 of 477
The wiring of the circuit board was difficult due to motor function mobility however, Robyn and
Carrie were super helpful!
Plenty of help! Understanding true and sisters got me a little lost
Wiring the circuit, just because the wires were so tiny, but the tips to use the pliers were helpful
Page 401 of 477
What did you think of the first wood breadboard LED circuit? Did you struggle with any
part of putting it together?
21 responses
Really interesting. Helpful to see the names and layout
Super fun! Easy to follow messaging and instructions
Super simple, looking forward to finishing it on my own
It was fun except for the mean insulated wires that kept breaking
No real problems. One time I pulled off a wire, but it was easy to fix.
I'm so great. Such a helpful visualization!
I loved it, but I struggled the wood breadboard is so cool!
Loved it
Loved it - neat to actually just do it
I enjoyed putting together the wood breadboard. It wasn't difficult to understand, but it made it
easy to get what was going on.
No, I think it's great!
No, but having extra wire and spare par ts for the projects in case we accidentally broke one
was helpful
Great etching, liked the format
Loved it! I liked that everything was marked out
This was very approachable, I feel like I could put it together on my own again with the info
provided in the class
I quite liked it. It illustrated the current well, and it was helpful to build the circuit before getting
to the breadboard
See above for "sewing" I really liked it, it was easy to understand and I liked the sewing par t
Excellent. No.
Page 402 of 477
Same as above, but super fun!
So awesome!
I loved it, the wires were small, but I got the hang of it
Page 403 of 477
What did you think of the little battery motor?
21 responses
Fun and easy to complete
With who! It worked! Can I use a potato?
Fun!
So fun!
It was fun to actually get it working
Magnets are black magic 10/10
The most basic, but it was satisfying to get it to work
Fun
Need to think of that when thinking about the speaker after project
The little battery motor took some time and adjustments, but it was fun once it started
working.
It was fun, it would be helpful to see where we were going with it before we star ted.
I enjoyed making it
Fun! Magic!
I felt like Dr Frankenstein bringing it to life
Very fun and satisfying! Easily applicable example
Bizarrely amusing! And a great intro to understanding how electric motors work
It was cool, but a bit finicky
Fun! Nice. Good sequencing of various possibilities. How do they transmit/make the
connections? What medium?
It was very much trial and error, but really interesting to see how it works
Page 404 of 477
Awesome and then I broke it lol. Even though these are small experiments the physical
changes created are highly rewarding!
I thought the battery motor was really interesting. I got mine to spin only once, but it felt like a
huge achievement
Page 405 of 477
What did you think of the Sing a Little Song solderless breadboard activity? Is there
anything that would help you understand breadboards better?
21 responses
Fun! Liked all the variety demonstrated
Awesome! I don't understand the direction of flow or how each little square in the A-J columns
relate to each other
A fun project, I'm excited to play more with them on my own
Loved it. Everything was explained well
Fantastic period I understood breadboard concepts hands-on experience was great
An absolute delight. I wish we'd had a little more time to go over why we place which
components in which order.
It was fun! The photo helped a lot
Very cool
Loved it! Would like to better understand how it got loud versus low volume
I loved it! Though there were a lot of components, maybe a small cheat sheet of what some of
the components do though it was helpful to have it explained in person too
Nothing! It was great
It was fun
Very fun
Probably just more experience, practice with it. The song was perfect
A little more explanation of what's going on inside IE comparing directly to circuit board project
I liked it a lot! I think I missed the explanation of how they connect, but that was on me
It was nice to see a more "commercial" way to build a circuit (ie a common system) I like the
different transistors/resistors. I think it explained breadboards well
Yes
Page 406 of 477
It was really cool seeing the different ways that we can manipulate the sounds. I think just
doing more reading and YouTube videos during my free time
Super fun! Seeing the back side with connections was perfect
Cute. Loved making a symphony with my table and making a classic song into a remix
Page 407 of 477
Did the workshop feel like a safe and welcoming environment for you? Why or why
not?
21 responses
Yes
Yep
Totally yes. Like seeing women in the class
100%
Yes, simple instructions and nice people
Yes. Everyone was calm and nice
Yes. Everyone was friendly.
Yes Carrie and Robyn and all the other attendees are so kind and suppor tive
Yes always
Yes - instructors were amazing!
Yes! It felt very welcoming and safe which made it easier to ask questions or for help.
It was very welcoming, definitely an all-inclusive environment geared towards beginners
Yes, everyone was very nice and helpful
Very much safe and welcoming! Encouraging to me to see a variety of people in attendance,
fun workspace
Absolutely. Welcoming and friendly
Yes. It was aimed towards people with no prior experience, which felt very welcoming and easy
to ask questions
Yes! Thank you so much for being so accommodating with the lights and going out of
reasonable pay so no one gets behind
Yes! Fun activities, great guidance and easy to ask questions
Page 408 of 477
Yes! It felt like a fun little class with new friends. Even the sign on the back door made me feel
welcome.
Page 409 of 477
Do you feel like you got what you wanted out of the workshop? Were there any topics
you wish we had covered, or would like to take a future workshop on?
21 responses
Yes, would make a good class series to get into more detail
100% fun and interesting
Yep
Yes
Yes. Looking forward to soldering workshop
Yes I'd have to think a lot longer on what questions I'd want to pursue next
I did!
Yes, would like circuits 2.0
Yes!
I did feel like I got what I wanted from the workshop.
Yes, maybe a more advanced workshop on how to read schematics?
Yes, but instructions for how to use the components that we are sent home with would be
helpful as I'm new to electronics and wouldn't know what to do with them
Was great, I may also take the soldering course
Absolutely! It was great!
Exactly what I hoped for
I would have liked to learn more about the relationship between amps, Watts, and volts
otherwise, yes!
Yes. I would be interested in the next step workshop, like how you could make something with
an Arduino
Yes future - just more
Page 410 of 477
This was more than I expected!
Yes! Would love to learn more about audio, soldering, repair in the future
Yes, I learned more than I was expecting to
Any other feedback for us? Things you loved, things we could improve? Anything we
could do to make you more comfor table or successful?
14 responses
Some bits are very small could use a completed example at table or larger reference photo or
magnification option?
I want more! A more advanced class would be great for me
Nope
The demo instructions were slightly hard to follow.
It was perfect would like more project/classes
I think it all went well. I loved putting things together and learning what we are doing through
the process
The small class size was a nice learning environment because we were all able to get our
questions answered
You all are lovely and great and excellent
The printouts are helpful. More diagrams, but overall it was great
Thanks for providing these classes! I really hope you provide more in the future
I thought it was great!
Very good foundation. Suppor t ready at All stages
This was amazing! Thank you so much for this opportunity!
Nope. Loved it!
Tell Us About Yourself
Page 411 of 477
Please select all groups that you identify as:
20 responses
What is your gender identity?
19 responses
What income level of household did you grow up in?
19 responses
Copy
0 5 10 15
Black
Latino
Indigenous
Asian
White
LGBTQIA+
Disabled
0 (0%)0 (0%)0 (0%)
5 (25%)5 (25%)5 (25%)
0 (0%)0 (0%)0 (0%)
1 (5%)1 (5%)1 (5%)
15 (75%)15 (75%)15 (75%)
9 (45%)9 (45%)9 (45%)
3 (15%)3 (15%)3 (15%)
Copy
Cisgender woman
Transgender woman
Non-binary
Cisgender man
Transgender man
Woman
21.1%
68.4%
Copy
Low income (struggled for basic
necessities)
Middle income (basic
necessities were covered, with
a few luxuries)
High income (never had to
worry about basic necessities,
could afford many luxuries)21.1%
10.5%68.4%
Page 412 of 477
What income level of household are you par t of now?
19 responses
Where do you live and work? Check all that apply.
20 responses
Please tell us the highest level of formal education you've completed:
20 responses
Copy
Low income (struggle for basic
necessities)
Middle income (basic
necessities are covered, with a
few luxuries)
High income (never worry about
basic necessities, can afford
many luxuries)
10.5%
10.5%
78.9%
Copy
0.0 2.5 5.0 7.5 10.0
I work in the City of San…
I live in the City of San L…
I work in the County of S…
I live in the County of Sa…
I work outside the County…
I live outside the County…
Work at Cuesta
10 (50%)10 (50%)10 (50%)
7 (35%)7 (35%)7 (35%)
10 (50%)10 (50%)10 (50%)
9 (45%)9 (45%)9 (45%)
0 (0%)0 (0%)0 (0%)
1 (5%)1 (5%)1 (5%)
1 (5%)1 (5%)1 (5%)
Copy
Some high school
High School Diploma
Some college
Associate's Degree
Bachelor's Degree
Master's Degree
PhD
10%
40%
10%
40%
Page 413 of 477
If you have a degree, is it in a STEM-related field?
15 responses
Copy
Yes
No
AA in progress for me66.7%
26.7%
Page 414 of 477
Were you exposed to and encouraged to pursue STEM-related activities when you
were growing up? Be as brief or detailed as you like.
19 responses
No
Yes
Not really!
I was exposed but not suppor ted. And occasionally punished. Lol.
Two parents in STEM made stem a par t of my life from a young age
I was encouraged to pursue specifically physics - based education, but little outside of that
A little
No - STEM didn't exist
I was exposed to a few stem activities growing up, but I wasn't exposed to all the different
routes of stem there were
Yes, I had very suppor tive teachers and family
Yes, but went for social sciences now I'm a software engineer
A little bit My dad is a software engineer
Not much, felt I didn't have the basic knowledge (like what we learned here today) and that I
was always behind, and STEM activities were mostly men. Happy to see that changing
Very little
Didn't exist as an understanding period girls not encouraged, even with aptitude
Not really
No not really
Page 415 of 477
What's your relationship with STEM? (Science, Technology, Engineering,
Math). Check all that apply.
18 responses
Is there anything else you'd like us to know about you or your relationship with STEM?
7 responses
No
Nothing in par ticular
Thank you! You have so much knowledge to share and I am happy you are doing this
I enjoy any oppor tunity I can get to learn more about STEM fields
I discovered love of stem in my late 20s and became a re-entry student because I was curious
about the world. Never thought I'd love math until I found an interest in physics/astronomy -
now I want to know everything thank you!
Thank you!
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy
Copy
0.0 2.5 5.0 7.5 10.0
I'm new to STEM-related…
I like to do STEM-related…
I want to work in a STEM…
I currently work in a STE…
I consider myself a techie…
I consider myself a non-t…
I want to consider myself…
I want to be a techie mak…
Always liked it, still do!
Semi-techie
4 (22.2%)4 (22.2%)4 (22.2%)
10 (55.6%10 (55.6%10 (55.6%
6 (33.3%)6 (33.3%)6 (33.3%)
4 (22.2%)4 (22.2%)4 (22.2%)
1 (5.6%)1 (5.6%)1 (5.6%)
4 (22.2%)4 (22.2%)4 (22.2%)
1 (5.6%)1 (5.6%)1 (5.6%)
1 (5.6%)1 (5.6%)1 (5.6%)
1 (5.6%)1 (5.6%)1 (5.6%)
1 (5.6%)1 (5.6%)1 (5.6%)
Forms
Page 416 of 477
Page 417 of 477
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due:January 20,(YEAR)-Year-End Report Due:July 20,(YEAR)
Grant Name:DEI SLO Business Grant
Grant Year:FY 2022-2023
Type of Report:Midyear Report (check box)End-year Report (check box)✓
Organization:Banchan Foods
Project Name:Kimchi Business
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)and any changes that
have occurred during the reporting period.If operations or service provision have changed,please
disclose,and explain the reasoning and response to changes in this section.)
●Received long-awaited California Processed Foods Registration!
●Received SLO County Dependent Service Operator Permit.
●Received SLO County Temporary Food Facility Multiple Events Permit.
●Completed Food Handlers Manager Certification.
●Began conducting in-person sales from my commercial kitchen space in SLO.
●Established an account with Harvestly and began selling through this platform.
●Purchased remaining equipment and supplies needed for Farmer ’s Market sales.
●Applied for booth space at the following Farmer ’s Markets:
San Luis Obispo Saturdays San Luis Obispo Thursdays
Morro Bay Saturdays Templeton Saturdays
●Participated in AAPI’s Asian American Festival on May 11th,donating 30 jars of kimchi for
festival-goers to enjoy.
●Collaborating with the CalPoly Korean American Student Association to plan an activity for
California’s official Kimchi Day (Nov 22nd).
●Approached several brick-n-mortar markets—two are interested in carrying my kimchi:
Sunshine Health Foods in Morro Bay and Soto’s Market in Cambria.I’m also in conversation
with SLO COOP.
●Ownership of my commercial kitchen space changed,and the new landlord refused to honor
my lease.I had to move to a new kitchen space in the City of SLO.Unfortunately,this
means I have to reapply for all of my permits with the new kitchen address.
Page 418 of 477
Statistical Report:(This section must include 1)the metrics reported as described in Exhibit A (your grant
application)and 2)the demographic data collected through the surveys.
●Because of significant delays with permit application processing,I’ve only been able to
legally sell kimchi since May 9th.I sold 36 jars (16 jars through the Harvestly platform and
20 jars in-person from my commercial kitchen space)before my permits became invalid on
May 22nd when I was forced to change kitchen locations.
●I donated 30 jars of kimchi to AAPI SLO’s Asian American Festival on May 11th.
●I’ve made 70 social media posts across TikTok,Instagram,and Facebook,which have
garnered 211 engagements.
Financial Report:(A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
Balance:
$23,656.00 spent
$1,344.00 remaining
Equipment -$4,663.17
Supplies -$4,223.83
Rent -$9,350.00
Permits &Licensing -$2,236.08
Insurance -$289.00
Food Costs -$662.32
Services -$194.80
Mileage -$2,036.80
Planned Allocations:
$1,344.00 Application fees to amend permits to reflect new kitchen location:
Processed Foods Registration+Health Safety Fee -$556.00
Dependent Food Service Operator Permit -$488.00
Temporary Foods Facility Multiple Events Permit -$300.00
Page 419 of 477
Grant Metrics &Performance Outcomes Template
(must be reported by all grant recipients)
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
•Services directly provided by the grantee;
•Program/project applications,instructions,trainings,products,
or concepts;
•Information (orally or in printed,in-person,virtually or over the
phone);
•Any materials (flyers,brochures,etc.);
516 individuals served
211 social media engagements
239 students at KASA presentations
30 jars donated
36 jars sold
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or
performed as part of the work defined within the scope of the agreement
signed by the grantee.
810 service hours provided
780 hours making kimchi
30 hours outreach/events
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or
attends.In either case,grantee must specify if it attended or organized the
activity.This can be events,workshops,panel discussions,roundtable
discussions,presentations,etc.
•Activities refer to any gathering designed to promote programs,
services,or concepts related to the components within the
scope of the agreement signed by the grantee.
•Activities also refer to any gathering designed to create
awareness of the programs,services,or concepts related to
the components as defined within the agreement signed by
the grantee.
•Activities also refer to any gathering designed to outreach,
engage,consult,and collaborate with the community as
defined within the agreement signed by the grantee
6 activities
Asian American Festival
KASA Presentation x 2
Podcast Interview
Kimchi How-To Videos
California Kimchi Day
5.Report perception of services provided and/or
engaged activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed
by the grantee.Report in percent and total number of individuals served.
Technical assistance can be provided to grantee in development of
questions.
905 individuals served
239 KASA students
Approx 600 Asian American Festival Goers
66 Kimchi purchases/donations
6.Demographic Questions
Demographic questions are highly encouraged to be completed by
ndividuals that fall within the grantee’s scope of services.A current
demographic survey is available and is highly encouraged for grantee to
reach out for the demographic survey template.
Name:Trina Lee Title:Grantee Phone:805-704-5004
Signature:Date:July 20th,2024 E-mail:banchanfoods@gmail.com
Page 420 of 477
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due:January 20,(YEAR)-Year-End Report Due:July 20,2024
Grant Name: DEI SLO Business Grant
Grant Year: FY2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box) X
Organization: Concussion Navigation Services
Project Name: Patient cost off-set for concussion 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 A (your grant application)and any
changes that have occurred during the reporting period.If operations or service provision have changed,
please disclose,and explain the reasoning and response to changes in this section.)
The purpose of the grant funds is to provide concussion rehab to patients who would otherwise be unable to afford it.
With these grant funds,I have been able to provide care to individuals in a variety of financial circumstances,including
those who are underinsured,have limited income,are unable to work due to their injury,have mental health
challenges,and/or are receiving social services.Patients who received the grant-funded services all expressed their
gratitude,relief,and appreciation for the service and grant in general.CenCal patients describe not even considering
specialty care,and how good it feels to have equal access,instead of the typical healthcare disparity.Students often
miss too much school when trying to recover from concussion on their own;under my care,I help them return to the
classroom as soon as possible,with academic adjustments as needed.Some patients are unable to work due to their
injury,but then don’t have enough income to afford concussion care.By relieving the financial stress,they can return
to work sooner.One example is a single mother of 2 toddlers who was in a car accident that totaled her vehicle.She
was unable to work as a waitress due to cognitive symptoms of her concussion,and she had no transportation.I was
able to do telehealth appointments with her,and progress her recovery,in spite of the overwhelming obstacles.She
was able to return to work and support her 2 children because of these grant funds.Our local emergency departments
became aware of the grant,and referred more patients directly from the ER,knowing that they can receive the same
level of care as any other patient,and can be seen within 24-48 hours,without having to wait weeks or months.
Challenges included lack of awareness or referral from pediatrician offices;target population assuming that they would
not have access to specialized care which prevented them from seeking this service;generally not gaining awareness in
a way that reached more healthcare providers and patients.However,through the grant administrators,a local
marketing colleague,and SLO Chamber of Commerce,additional strategies for educating the medical community were
identified.
1
Page 421 of 477
Statistical Report:(This section must include 1)the metrics reported as descried in Exhibit A (your grant
application)and 2)the demographic data collected through the surveys.
KPIs:
Total#patients served:27
Total#HCP referrals:15
Total cost savings to patients:$21,600 (based on multiple studies that estimate the average cost of single
concussion theUS to be $800/patient)
Financial Report:(A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
$10,000 start
Pro bono or sliding scale for initial assessment ($125)and 2 follow up appointments ($90 each;$180 total)
2023:
June total used:$195 (4 sliding scale visits at 50%discount)
August total used:$345 (2 sliding scale visits;2 IAs)
September total used:$1115 (1 IA,6 f/u,10 f/u visits at 50%discount)
October total used:$450 (3 f/u,4 f/u visits at 50%discount)
November total used:$735 (3 IAs,3 f/u,2 f/u visits at 50%discount)
December total used:$465 (3 f/u,1 f/u visits at 50%discount,3 late cancellations)
2024:
January total used:$1135 (4 IAs,6 f/u,1 f/u visit at 50%discount,1 late cancellation)
February total used:$960 (3 IAs,3 f/u,7 f/u visits at 50%discount)
March total used:$530 (1 IA,2 f/u,5 f/u visits at 50%discount)
April total used:$1095 (3 IAs,6 f/u,4 f/u visits at 50%discount)
May total used:$1660 (5 IAs,8 f/u,7 f/u visits at 50%discount)
June total used:$1125 (2 IAs,7 f/u,1 f/u visit at 50%discount,4 late cancellation)
TOTAL USED:$9810 (remaining $190 applied to last qualified CenCal patient’s remaining visits.)
Grant Metrics &Performance Outcomes Template (must be reported by all grant recipients)
2
Page 422 of 477
3
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
●Services directly provided by the grantee;27
●Program/project applications,instructions,trainings,products,or
concepts;
●Information (orally or in printed,in-person,virtually or over the phone);
1500 via social media;250 via email
●Any materials (flyers,brochures,etc.);500 flyers printed/distributed
●Referrals 15 additional healthcare providers
~2000-2500
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
~200 hrs patient care
~50 hrs in promotion,education,outreach
likely over 350 hrs total including
administrative service
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case,grantee must specify if it attended or organized the activity.This
can be events,workshops,panel discussions,roundtable discussions,
presentations,etc.
●Activities refer to any gathering designed to promote programs,
services,or concepts related to the components within the scope of
the agreement signed by the grantee.
●Activities also refer to any gathering designed to create awareness of
the programs,services,or concepts related to the components as
defined within the agreement signed by the grantee.
●Activities also refer to any gathering designed to outreach,engage,
consult,and collaborate with the community as defined within the
agreement signed by the grantee
Attended:
SLOHS Sports Physicals 6/2023
Santa Maria Elks Rodeo-medical team 6/2023 &
6/2024
SLO Chamber Mixers (6)
SVRMC Trauma Fair 9/2023
SLO Business Networking meet-ups (5)
NAWBO mixers (2)
On-going engagement with sports medicine staffs
at all local HSs and CalPoly
SCORE mentoring meetings in improve marketing
Presented:
RAMS 5/2024
CP faculty 6/2024
MRMC trauma/ER staff 6/2024
AGHS,PRHS,AHS sports medicine students
Cuesta College sports medicine staff
Organized:
French Hospital ER staff meeting 10/2023
Assemblymember Dawn Addis Meeting 10/2023
Central Coast Gymnastics coaches education
11/2023
Drs Melinda &Jay Jezierski 11/2023
MRMC Family Practice Residents rotation in clinic
Jun-Dec2023 (5 doctors)
Meeting with Noor Foundation administrators
6/2024
Drop offs at CCP-Temp,French Hospital
4.Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee,please provide a
rough number or best estimate of individuals that 1)either attend a grantee
led event or 2)approach the booth/table in which the grantee participates.
Anywhere from 3 (meetings with MDs,
Asblymr Addis,etc)to ~300 (HS sports
physicals
5.Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee.Report in percent and total number of individuals served.Technical
assistance can be provided to grantee in development of questions.
See statistical report above
Page 423 of 477
Stacey Ritter,MS,ATC Owner 805-4390489
Name Title Phone
7/12/24 concussion.navigator@gmail.com
Signature Date E-mail
Once signed,please scan and e-mail to Nestor Veloz-Passalacqua,DEI Manager (nveloz@slocity.org)and to
dei@slocity.org.
4
6.Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services.A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
AGE:Gender/Sex ID:
min=13 16 F
max=54 10 M
avg=22 1 NBM
Race/Eth:City:
13 W,NH 7 SLO
11 latinx 4 LO
1 indigenous 4 PR
1 black 2 AG
1 asian 2 Nipomo
POC:14 of 27 2 GB
(58%)2 SM
2 MB
1 Temp
1 Oceano
Qualifiers:
CenCal:24 (89%)
under/uninsured:3
social services:4
financial hardship:8
Misc:
assault victims:5
bullying victim:2
abuse/neglect:5
unable to work due to injury:5
Page 424 of 477
1
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: January 20, (YEAR) - Year-End Report Due: July 20, (YEAR)
Grant Name: DEI Buisness Grant
Grant Year: 23-24
Type of Report: Midyear Report (check box) End-year Report (check box) x
Organization: Corazon Café SLO
Project Name: Café Comunidad Cultura Comida
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) and any changes that
have occurred during the reporting period. If operations or service provision have changed, please disclose,
and explain the reasoning and response to changes in this section.)
The café had 8 art exhibits of underrepresented artists from diverse backgrounds, many showing their work for
the first time. We have hosted a Loteria game night, Dia de los Muertos community altar, At Her Table,
Mujeres de Accion mixer and Autism Speed Dating night.
We have relationships with regular downtown customers from the Wineman Hotel, and local businesses
including staff from The Habit. We hosted study nights for the Cal Poly Latinx Association and contribute to a
student scholarship. We have been able to donate through our “2% Tuesdays” to 7 local community-based
organizations and 2 elementary schools.
Statistical Report: (This section must include 1) the metrics reported as descried in Exhibit A (your grant
application) and 2) the demographic data collected through the surveys.
With a food and drink business, the best indicator of success is through increasing our customer base and
maintaining our exemplary employees. Apart from the owners, we started with 3 employees and now have 9.
Our social media following has grown from 0 to over 2500. We have many regular customers with an
estimated 60% of them being Latino. We have a large number of Latino identifying Cal Poly students who
come to study at the café. Organizations such as Mujeres de Accion have reached out to hold a mixer. We are
able to collect a salary as owners and pay all of our bills. In a recent survey, customers shared:
“you embody inclusivity, making everyone who walks in feel at home”
”You are community, family, cultura and delicious food. We love you”
Page 425 of 477
2
“Your delicious quality food with rich culture, open heart, community building and support and celebration. I
love your joie de vivre”
Financial Report: (A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
Funds have supported Art After Dark costs (registration with SLO County Arts, printing, in-kind food etc),
printing costs (sign, tshirts, stickers, cultural coloring pages), accounting support, and a website (pending
termination).
Page 426 of 477
3
Grant Metrics & Performance Outcomes Template
(must be reported by all grant recipients)
Page 427 of 477
4
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
• Services directly provided by the grantee;
• Program/project applications, instructions, trainings, products, or
concepts;
• Information (orally or in printed, in-person, virtually or over the phone);
• Any materials (flyers, brochures, etc.);
• Referrals
Participating artists: 50
Autism speed dating: 30
At Her Table: 22
Mujeres de Accion mixer: 32
…plus a steady increase in
customers
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
Mon-Thurs 9am-3pm
Fri-Sat 7am-9pm
Sun 7am-5pm
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
• Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
• Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
• Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
14 in total.
8 art exhibits
Loteria Night
Autism Speed Dating
At Her Table
Mujeres de Accion Mixere
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
Art openings, Loteria Night, Autism Speed
Dating, Craft nights: 130+- planned
participants , plus the public/customers
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
“We love your café. The welcome you feel
as you walk into the most colorful, bright
and warm space. The smiles of everyone
you encounter. And then the food! We
have enjoyed everything that has touched
our lips. Y la oportunidad de practicar I
espanol es lo maximo, gracias!”
“Safe space, homey feels, tastiest
Mexican food in county, Mexican cultural
beauty/music/everything. You all nailed it
in every aspect.”
“Es como estar en familia y como estar
en mi hometown. La atencion ex
excelente, calida y muy amables. Me
encanta este lugar, sus colores, su
filosofia.”
Page 428 of 477
5
Sara McGrath Co-owner 805-540-1673
Name Title Phone
Sara McGrath 7/13/24 corazoncafeslo@gmail.com
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in statistical
section above.
Page 429 of 477
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: DEI SLO Business Grant
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box) x
Organization: Mission Headstrong
Project Name: Autism/Neuroadaptive Fitness Certification
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.
Mission Headstrong is deeply grateful for the grant the city provided that allowed us to receive
our first specialized training.Fitness centers can be an intimidating place for people to step into
and it has always been my (Robby)dream to make it a place where everyone belongs.We
have had dreams of the many groups we can serve and the Autism community holds a special
place in my heart and I was grateful this was what we did. The coaches were able to be trained
by the founder of the Autism Fitness organization,which enhanced our understanding of how to
utilize coaching tactics and communication skills to include this community.We are able to use
programs he has already designed and some of our more experienced and advanced coaches
are able to utilize his training to adapt their specializations towards the Autism community.Each
coach was required to submit 18 videos demonstrating knowledge of various movements
through a practice with another person.Each coach was given extensive feedback,some
having to redo the videos until it met the requirements.The grant gave us a taste of what can
happen when we pursue training that opens our eyes to other communities and lived
experiences.We are grateful for the grant funds that allowed for this specialized training and
are planning on making some announcements for the non-profit this summer and open begin
individual coaching and an autism yoga class this fall.We have been wanting to open our doors
but we have still been recovering from the 2023 flood financially and we are still making up for
the financial strain that put us through.We are planning on applying for the next grant at the
City with the hopes of focusing some efforts on veterans,the aging population,and low-income
folks.We are also planning on raising funds to begin a more sustainable approach with our
non-profit.
A sidenote-During this year,I also participated in Lumina Alliances free crisis training and
learned about domestic violence,rape,and intimate partner violence.This was also in response
to last year’s unfortunate events at a women's only gym furthering the idea that fitness centers
are not safe.My hope is to lead our gym,both the business (Headstrong)and the non-profit
(Mission Headstrong),to be a gym those on the margins feel welcomed.I am also in
Page 430 of 477
conversation with the VA to begin 1-1 coaching for veterans.We are excited to keep finding
ways to serve our community.
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.)
Due to our grant being focused on training and development of our coaches,our statistical
report is on the more simple end:15 coaches trained.More info can be seen in the financial
section and the metrics.If we were to receive future grants,this would be a more robust section
given it would be the number of clients coaches individually and in groups.But the grant was
specific for coaches to be appropriately trained.
Financial Report:(A financial statement detailing how the City's grant funding has been or planned to be allocated.)
$8,832 Certification for 15 coaches
($588.80 per coach)
$2,500 Leadership Training Day
$4,800 Training &Development
$926.90 Flight for Eric
$959 Air Bnb for Eric
$350 Car Rental for Eric
$3,468.10 Level 2/3 certification
$1,500 Specialized Equipment
$23,336 TOTAL SPENT
DEI SLO Business Grant Additional Metrics &Performance Outcomes Template
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
●Services directly provided by the grantee;
●Program/project applications,instructions,trainings,products,or
concepts;
●Information (orally or in printed,in-person,virtually or over the phone);
●Any materials (flyers,brochures,etc.);
●Referrals
15 coaches trained -each
volunteered 35-40 hours to complete
training.
Page 431 of 477
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
600 hours of training total for all
coaches
Over 300 hours of Eric’s time
(included in person training,prep,and
all videos needed to be observed for
completion of certification)
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case,grantee must specify if it attended or organized the activity.This
can be events,workshops,panel discussions,roundtable discussions,
presentations,etc.
●Activities refer to any gathering designed to promote programs,
services,concepts related to the components within the scope of the
agreement signed by the grantee.
●Activities also refer to any gathering designed to create awareness of
the programs,services,or concepts related to the components as
defined within the agreement signed by the grantee.
●Activities relate to any gathering designed to outreach,engage,and
consult,and collaborate with the community as defined within the
agreement signed by the grantee
2 days of in person training
25 hours of online training
Monthly leadership meetings
Monthly continued development
4.Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee,please provide a
rough number or best estimate of individuals that 1)either attend a grantee
led event or 2)approach the booth/table in which the grantee participates.
15 coaches trained
5.Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee.Report in percent and total number of individuals served.Sample
questions will be provided to grantees for technical assistance.
All the coaches participated in a video
sharing the impact the training had on
them (for the Autism Fitness trainer)
that we can share at a future point.
They are all grateful.
6.Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services.Grantees will be sent the City’s
current demographic survey and are highly encouraged to use such template to
implement and report back.
Robert Mclaughlin CEO and Founder 8055502136
Name Title Phone
Robert Mclaughlin 7/10/24 robertjmclaughlin35@gmail.com
Sources:American Community Survey (ACS)(census.gov),Census.gov,Demographics |Department of Finance (ca.gov)
Page 432 of 477
Signature Date E-mail
Once signed,please scan and e-mail to Nestor Veloz-Passalacqua,DEI Manager (nveloz@slocity.org)
Page 433 of 477
Page 434 of 477
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: January 20, (YEAR) - Year-End Report Due: July 20, (YEAR)
Grant Name: DEI SLO Business Grant program
Grant Year: FY 2022-2023
Type of Report: Midyear Report (check box) End-year Report (check box) X
Organization: Seeds
Project Name: Seeds Community Event
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) and any
changes that have occurred during the reporting period. If operations or service provision have changed,
please disclose, and explain the reasoning and response to changes in this section.)
Seeds successfully executed a series of diverse activities in alignment with the objectives outlined in Exhibit
A of our grant application. These activities included 8 free yoga and pilates sessions, free healthy and
sustainable concessions, a free music, and highlighting the Atlas Animal Rescue about pet adoption
To ensure inclusivity, all these events were offered free of charge to community members, making them
accessible to a broad audience. Attendees had the opportunity to engage with various local organizations
and businesses that promote health, wellness and community, fostering stronger connections within the
community.
In addition to promoting community awareness and engagement, our events served as fundraising initiatives
for Atlas Animal Rescue. This collaborative approach aimed to maximize the impact on the San Luis Obispo
(SLO) community and contribute to lasting positive change. The success of these activities underscores our
commitment to creating a meaningful and holistic impact on the well-being of our community members.
Statistical Report: (This section must include 1) the metrics reported as descried in Exhibit A (your grant
application) and 2) the demographic data collected through the surveys.
1
Page 435 of 477
Activity Engagement: Over 500 people attend classes at Mission Plaza
Foot traffic: Over 1200 people attracted to the Court St. area and 500 to Mission Plaza
New customers: 46% of sales were new customers
Sales: 220% increase
Social Media: Over 27,000 Impressions
Financial Report: (A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
Equipment Rental: $2000
Consumables: $4000
Music:$1500
Classes and Venue: $1600
Decorations and Goodie bags: $2700
Advertising: $1500
Staffing $3100
2
Page 436 of 477
Grant Metrics & Performance Outcomes Template
(must be reported by all grant recipients)
Metrics/Performance Outcomes Results
1.Number of individuals served.
Served refers to individuals specifically receiving any of the following:
•Services directly provided by the grantee;
•Program/project applications, instructions, trainings, products, or
concepts;
•Information (orally or in printed, in-person, virtually or over the phone);
•Any materials (flyers, brochures, etc.);
•Referrals
1140+ people
2.Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
9 hours
3.Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
•Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of the
agreement signed by the grantee.
•Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
•Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
6 activities
4.Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
500
5.Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by the
grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
Our responses indicate an
overwhelmingly positive response to our
event and activities. Notably, there's
strong feedback from individuals who can't
afford traditional yoga and pilates classes,
showcasing the inclusivity of our events.
This feedback guides our commitment to
inclusivity and informs future program
development.
6.Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
To be reported by grantee in statistical
section above.
3
Page 437 of 477
Name Title Phone
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
4
Zak Khan Director of Business Development 8057097799
05AUG24 zak@tasteseeds.com
Page 438 of 477
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: DEI SLO Business Grant
Grant Year: FY 2023-2024
Type of Report: Midyear Report End-year Report (check box) X
Organization: TEN OVER STUDIO
Project Name: Affordable & Workforce Housing Feasibility Studies
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.
Over the past year, our team at TEN OVER STUDIO has developed a comprehensive feasibility study
program to support affordable housing efforts in San Luis Obispo due to the City of San Luis Obispo DEI
Business Grant. We have encouraged affordable and workforce housing projects by leveraging our
experience, professional working relationships and community reputation all while utilizing the awarded
$15,000 to help support the City’s DEI goals. This grant allowed us to provide the means to multiple
local developers and non-profits who might not have been able to pursue a feasibility study. In addition
to setting the framework for impactful projects, we will be continuing project work to completion for
CAPSLO.
According to the county’s 2023 State of the Workforce Report SLO County, residents face high housing
costs compared to the na:onal average, with approximately one-third of county residents spending 35
percent or more of their income on housing. A lack of affordable housing, in addi:on to a limited supply
of high-wage jobs, may encourage poten:al workers to se<le elsewhere. The report directly calls out
that an increase in the supply of affordable housing is impera:ve for sustaining the county’s local
workforce. TEN OVER STUDIO is proud to be able to u:lize the City of San Luis Obispo’s DEI Business
Grant to help alleviate the lack of affordable housing and support the City’s housing ini:a:ves and goals.
TEN OVER’s process started by creating a one-page marketing information sheet laying out our program
in partnership with the City of San Luis Obispo. Using our affordable housing resources, we created a list
of statewide non-profit developers, emailing 20 contacts that we had no prior relationship with which
included an introduction to who we are and an introduction to the feasibility study program, the one-
page marketing sheet and our affordable housing project portfolio. We also emailed 15 personal
contacts with the same information. With little to no response initially, we switched gears to in-person
conversations with all local developers, including market–rate firms. These marketing and outreach
efforts resulted in two project feasibility studies within the City of SLO. As additional connections were
made over the course of 2024, we were able to offer and allocate all five feasibility studies.
Page 439 of 477
The first three feasibility studies completed under the grant program would allow up to 67 affordable
housing units within city limits. Due to the availability and impact of the study, we allowed Transitions
Mental Health to utilize our services for two separate studies which included one complete feasibility
revision.
The fiCh and final feasibility study under this program was for the development of a vacant 2-acre parcel
located across from the Homeless Services Center at 40-Prado Road, San Luis Obispo. The intended
program, as indicated by the CAPSLO team, for the vacant parcel was to design and develop a
thoughDul, cost-effec:ve solu:on for the housing of non-congregate emergency shelters for families of
varying sizes, along with indoor and outdoor recrea:on spaces, pet friendly facili:es, and an office and
mixed-use spaces for services like childcare and case management. The ini:al Phase 1 build-out will
accommodate up to 25 families. The site can ul:mately accommodate as many as 53 housing density
units with a 100% affordable housing density bonus. While the primary goal is to design and build out
the ini:al 25 family shelter units, a conceptual design for the full density build out will be prepared as a
master plan for the site. Other grants or dona:ons have been received which have been earmarked for
the 46 Prado site development, but this DEI Business Grant helped support the ini:al feasibility study
efforts.
In addi:on to external outreach, we have hosted an internal introductory training for 30 staff members
focusing on how to conduct an affordable housing feasibility study within the City of SLO. An addi:onal
staff mee:ng presenta:on is scheduled to take place in August 2024 to recap the grant and educate
team members on future feasibility studies.
All five feasibility study loca:ons are located within the City of San Luis Obispo. To make an even larger
impact on our community, TEN OVER STUDIO hopes to con:nue suppor:ng the City’s DEI goals by
extending more feasibility studies to local non-profits and find ways to expand to a county-wide effort.
Addi:onally, all feasibility study recipients were very apprecia:ve and felt that these funds allowed them
to pursue poten:al projects that might not have come to frui:on without assistance. TEN OVER STUDIO
appreciates the opportunity to be able to support our local non-profit developers and projects that will
not only impact the city’s community but will hopefully one day touch unique individual needs and lives
for the be<er.
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.)
Our outreach efforts to personal contacts communicating our partnership with the City of San Luis
Obispo to provide local feasibility studies for non-profit developers to promote more workforce and
affordable housing in SLO has resulted in five separate feasibility studies. Please see the feasibility study
details below.
TRANSITIONS MENTAL HEALTH
Contact: Jill Bolster-White
Client Type: Non-Profit Organiza:on
Page 440 of 477
Sources: American Community Survey (ACS) (census.gov), Census.gov, Demographics | Department of Finance (ca.gov)
Project Address: 1118 Palm St. San Luis Obispo, CA
Project Type: 100% Affordable, Very Low Income
# of Poten:al Affordable Housing Units: 8-12 Units
Project Address: 652 Morro Street, San Luis Obispo, CA
Project Type: Mul:-Family, 100% Affordable Apartment Building
# of Poten:al Affordable Housing Units: Up to 29 New 1-Bedroom Units
Notes: Project feasibility study leaves eight exis:ng co<ages and adds one parking stall
Revision Project Address: 652 Morro Street, San Luis Obispo, CA
Project Type: Mixed Use with 100% Affordable Apartment Building and
# of Poten:al Affordable Housing Units: Up to 33 New 1-Bedroom Units
TRICAMO CONSTRUCTION
Contact: John Tricamo
Client Type: General Contractor, Market Rate Developer
Project Address: 441 Marsh St. San Luis Obispo, CA
Project Type: Mixed Use with Affordable Housing, Small Units, No Parking
# of Poten:al Affordable Housing Units: 22 Units
CAPSLO
Contact: Suzanne Leedale
Client Type: Non-Profit Organiza:on.
Project Address: 46 Prado Road, San Luis Obispo, CA
Project Type: Family-Oriented Homeless Shelter with play area, parking and gardens
# of Poten:al Affordable Housing Units: Shelter for up to 25 families
Notes: Chare<e and feasibility mee:ngs in July 2024.
Financial Report: (A financial statement detailing how the City's grant funding has been or planned to be allocated.)
Below you will find the breakdown of our expenses directly tied to this Feasibility Program:
1. Feasibility Studies Actuals– $12,281
a. THMA 118 Palm Street
i. 8 hours = $1,688
b. THMA 652 Morro Street
i. 8 hours = $1,688
ii. 8 hours = $1,688
c. Tricamo Construc:on
i. 14 hours = $2,907
d. CAPSLO 46 Prado Road
i. 18 hours = $4,310
(ORIGINAL ESTIMATE: 5 Studies x $2,200 = $4,400)
2. Program Development, Training and Deliverables – $1,275
a. 15 hours x $85 per hour = $1,275
Page 441 of 477
3. Outreach & Marke4ng - $1,650
a. Marke:ng Staff Time = 14.25 hours x $85 per hour = $1,211.25
b. One Page Program Marke:ng Sheet Design - $438
GRANT $15,000
USED $15,206
REMAINING GRANT FUNDS $0
Please see a<ached feasibility studies.
DEI SLO Business Grant Additional Metrics & Performance Outcomes Template
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
· Services directly provided by the grantee;
· Program/project applications, instructions, trainings, products,
or concepts;
· Information (orally or in printed, in-person, virtually or over the
phone);
· Any materials (flyers, brochures, etc.);
· Referrals
· 5 Feasibility Studies Provided
· 1 Study In-Progress for Comple:on
· 30 staff members trained
· 35 emails sent to poten:al feasibility
study recipients
· 12 in-person conversa:ons
· 1 marke:ng informa:on page designed
· 1 project porDolio produced
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or
performed as part of the work defined within the scope of the
agreement signed by the grantee.
85.25 billable service hours.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or
attends. In either case, grantee must specify if it attended or organized
the activity. This can be events, workshops, panel discussions,
roundtable discussions, presentations, etc.
· Activities refer to any gathering designed to promote
programs, services, concepts related to the components within
the scope of the agreement signed by the grantee.
· Activities also refer to any gathering designed to create
awareness of the programs, services, or concepts related to
the components as defined within the agreement signed by the
grantee.
· Activities relate to any gathering designed to outreach,
engage, and consult, and collaborate with the community as
defined within the agreement signed by the grantee
2 Staff Mee:ng Presenta:ons to 30 people.
35 Emails Sent to Non-Profit Developers.
12 In-Person Conversa:ons about the feasibility
study program.
2 Feasibility Study Mee:ngs with John Tricamo
and his team.
1 Onsite Feasibility Study mee:ng with
Transi:ons Mental Health and Board of Directors
Members.
4+ Feasibility Study mee:ngs with CAPSLO
4. Estimated number of individuals attending
activities.
Based on the scope of the agreement signed by the grantee, please
provide a rough number or best estimate of individuals that 1) either
attend a grantee led event or 2) approach the booth/table in which the
grantee participates.
Our best es:mate is that 60 total individuals a<ended
the program related ac:vi:es.
Four organiza:ons were provided feasibility studies
under this grant program.
Page 442 of 477
Sources: American Community Survey (ACS) (census.gov), Census.gov, Demographics | Department of Finance (ca.gov)
5. Report perception of services provided and/or
engaged activities.
Survey individuals to measure the impact of the services provided
and/or engaged activities as described within the scope of the
agreement signed by the grantee. Report in percent and total number of
individuals served. Sample questions will be provided to grantees for
technical assistance.
This program has the poten:al to serve 100+ low-
income community members by poten:ally providing
over 90 affordable housing units in the City of San
Luis Obispo. However, the number of units can
impact workforce housing and low-income
community members exponen:ally in the city for
many years to come.
The CAPSLO feasibility study has a poten:al impact
on helping temporarily house up to 25 families at any
point in :me. This is one part of mul:-pronged
approach to meet the county’s needs for temporary
family shelter.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by
individuals that fall within the grantee’s scope of services. Grantees will
be sent the City’s current demographic survey and are highly
encouraged to use such template to implement and report back.
Unfortunately, the average cost of living in San
Luis Obispo is above the na:onal average and
the local average wages are below the na:onal
average. This equates to a gap in being able to
afford to live in the city. According to the
community demographics provided through
REACH, 46.98% of city residents have a
household income of less than $75k per year.
Based on the City of San Luis Obispo’s
Community Demographics, this program could
help offset the amount of affordable housing
construc:on to meet residents’ needs and help
the City's housing requirements.
JOEL SNYDER Owner, Co-Founder 805-541-1010
Name Title Phone
July 25, 2024 joels@tenoverstudio.com
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.com
Page 443 of 477
652 MORRO ST – 2/14/24
Client: TMHA
Project Description:
PROJECT PROPOSES A NEW 2-3 STORY MULTI-FAMILY, 100% AFFORDABLE APARTMENT
BUILDING ON A SITE WITH EXISTING COTTAGES. 3 OF THE EXISTING COTTAGES ARE TO DEMO'D,
AND 8 COTTAGES ARE PROPOSED TO REMAIN. UP TO 29 NEW 1-BD UNITS ARE PROPOSED. THE
SITE WILL BE RECONFIGURED TO PROVIDE 10 NEW ANGLED PARKING STALLS, WHERE THERE
WERE PREVIOUSLY 9.
652 MORRO ST – Revision 4/30/24
Client: TMHA
Project Description:
PROJECT PROPOSES A NEW 3 STORY MULTI-FAMILY, 100% AFFORDABLE APARTMENT BUILDING
ON THE CORNER OF WALNUT AND MORRO ST. THE PROGRAM WOULD INCLUDE 33 1-BEDROOM
UNITS, A COMMUNITY ROOM AND SERVICE SUPPORT OFFICE W/ 11 SURFACE PARKING SPACES.
1118 PALM ST – 1/18/24
Client: TMHA
Project Description:
PROJECT PROPOSES A NEW 8 TO 12 UNIT, 100% AFFORDABLE APARTMENT BUILDING ON A SITE
WITH A HISTORIC HOUSE. THE EXISTING BUILDING WILL REMAIN A 1-STORY OFFICE USE TO
FUNCTION AS A WELLNESS CENTER FOR THE TENANTS AND OTHER CLIENTS OF THMA. THE NEW
BUILDING WILL BE A 2 TO 3-STORY VICTORIAN STYLE, WALK UP. LAUNDRY FACILITIES FOR THE
NEW RESIDENCES WILL BE PROVIDED IN THE (E) BUILDING.
441 MARSH ST -1/19/24
Client: John Tricamo
Project Description:
PROJECT PROPOSES A NEW 22-UNIT, 4-STORY RESIDENTIAL BUILDING. THE (E) OFFICE
BUILDINGS ARE TO REMAIN. NEW SURFACE PARKING TO BE PROVIDED. VERY LOW AFFORDABLE
UNITS WILL BE PROVIDED FOR A 20% DENSITY BONUS.
Page 444 of 477
46 PRADO RD – 7/2/24
Client: CAPSLO
Project Description:
PROJECT PROPOSES A NEW FAMILY-ORIENTED HOMELESS SHELTER FOR UP TO 25 FAMILIES.
SITE DEVELOPMENTS WILL INCLUDE A PLAY AREA, PARKING & GARDENS. THE FACILITY WILL
PROVIDE COMMUNAL GATHERING AREAS FOR SOCIALIZING AND FAMILY-STYLE COMMUNAL
DINING AS WELL ON-SITE STAFF ACCOMODATIONS.
Page 445 of 477
LAND USE REQUIREMENTS
ADDRESS 652 MORRO STREET, SLO
APN 002-311-001
ZONING R-4 (R-3 ADJACENT TO NE)
OVERLAY ZONES NO
SPECIFIC DESIGN GUIDELINES x
PROPOSED USE ALLOWED IN ZONE YES
ENTITLEMENTS/USE PERMIT REQ'D DIRECTOR'S APPROVAL
LOT SIZE .51 ACRES/ 21,750 SF
MAX SITE COVERAGE 60%
FAR N/A
DENSITY BASE: 24 UNITS/ ACRE= 12.24 DU
AFFORDABLE UNITS BONUS 80% DENSITY BONUS= +9.792 DU
12.24 + 9.792=22.032 = 23
HEIGHT LIMIT 35'
SETBACKS REQUIRED CORNER STREET SIDE: 10'
INTERIOR SIDE: PER TABLE 2-11
REAR SIDE: PER TABLE 2-11
PARKING REQUIRED 1/UNIT RESIDENTIAL
PARKING PROVIDED 10 TOTAL
PARKING DIMENSION PER CITY OF SLO STANDARDS
FLOOD ZONE NO
PROJECT DESCRIPTION
PROJECT PROPOSES A NEW 2-3 STORY MULTI-FAMILY, 100% AFFORDABLE
APARTMENT BUILDING ON A SITE WITH EXISTING COTTAGES. 3 OF THE
EXISTING COTTAGES ARE TO DEMO'D, AND 8 COTTAGES ARE PROPOSED TO
REMAIN. THE SITE WILL BE RECONFIGURED TO PROVIDE 10 NEW ANGLED
PARKING STALLS, WHERE THERE WERE PREVIOUSLY 9.
PROPOSED DESIGN
USE
(E) 8 COTTAGES + UP TO 29
ADDITIONAL 1-BD UNITS.
STORIES (E) = 1, (N) = UP TO 3.
HEIGHT PROPOSED UP TO 35'
TOTAL BUILDING AREA (E) = 3,466 SF APPROX.
(N) = 5,673 SF / FLOOR
UNIT TYPES (E) 7<600 SF 1-BD, 1 757 SF 2-BD*
(N) UP TO (29) <600 SF 1-BD
* TO BE VERIFIED
SITE COVERAGE 9,139 SF (42%)
DENSITY (E) =4.16 + (N) UP TO 14.5
PARKING 10 TOTAL
INCENTIVE REQUEST PARKING REDUCTION
WAIVER REQUEST SETBACK ENCROACHMENT
(E) CURBCUT
(N
)
C
U
R
B
C
U
T
1
ADA
2
3
4
5
6
7
8
9
10
(E) SHED
(E) COTTAGE
(E) COTTAGE
(E) COTTAGE
(E) COTTAGE
(E) COTTAGE
(E) COTTAGE
(E) COTTAGE
(E) COTTAGE
12' ONE-WAY
BUILDING A
APPROX. 10 UNITS/FLOOR
VITREOUS CHINALAVATORYPENNINGTONK-2196-8
(N) ANGLED PARKING STALLS
WALNUT ST.
MO
R
R
O
S
T
.
145.00'
145.00'
15
0
.
0
0
'
15
0
.
0
0
'
100'-0"
65
'
-
6
"
9'
-
6
"
TYP. UNIT
450 SF - 1 BEDROOM
65
2
M
O
R
R
O
S
T
A
F
F
O
R
D
A
B
L
E
-
F
E
A
S
I
B
I
L
I
T
Y
S
T
U
D
Y
65
2
M
O
R
R
O
S
T
R
E
E
T
,
S
A
N
L
U
I
S
O
B
I
S
P
O
,
C
A
02
/
1
4
/
2
4
N
SCALE:
0 2010 40
1" = 20'-0"
SITE PLAN1 NOTE: SITE PARAMETERS BASED ON ASSESSOR'S PARCEL
MAP. SURVEY REQUIRED TO DETERMINE ACCURATE
PROPERTY LINES AND SITE CONDITIONS.
Page 446 of 477
LAND USE REQUIREMENTS
ADDRESS 652 MORRO STREET, SLO
APN 002-311-001
ZONING R-4 (R-3 ADJACENT TO NE)
OVERLAY ZONES NO
SPECIFIC DESIGN GUIDELINES x
PROPOSED USE ALLOWED IN ZONE YES
ENTITLEMENTS/USE PERMIT REQ'D DIRECTOR'S APPROVAL
LOT SIZE .51 ACRES/ 21,750 SF
MAX SITE COVERAGE 60%
FAR N/A
DENSITY BASE: 24 UNITS/ ACRE= 12.24 DU
AFFORDABLE UNITS BONUS 80% DENSITY BONUS= +9.792 DU
12.24 + 9.792=22.032 = 23
HEIGHT LIMIT 35'
SETBACKS REQUIRED CORNER STREET SIDE: 10'
INTERIOR SIDE: PER TABLE 2-11
REAR SIDE: PER TABLE 2-11
PARKING REQUIRED 1/UNIT RESIDENTIAL
PARKING DIMENSION PER CITY OF SLO STANDARDS
FLOOD ZONE NO
PROJECT DESCRIPTION
PROJECT PROPOSES A NEW 3 STORY MULTI-FAMILY, 100% AFFORDABLE
APARTMENT BUILDING ON THE CORNER OF WALNUT AND MORRO ST. THE
PROGRAM WILL INCLUDE 33 1-BEDROOM UNITS, A COMMUNITY ROOM AND
SERVICE SUPPORT OFFICE W/ 11 SURFACE PARKING SPACES.
PROPOSED DESIGN
USE (N) MULTI-FAMILY BLDG
STORIES 3 STORIES
HEIGHT PROPOSED UP TO 40'
TOTAL BUILDING AREA (N) = 9,194 SF / FLOOR
@3 STORIES= 27,582 SF
UNIT TYPES (33) 1 BEDROOMS
DENSITY 17 DU PROPOSED
SITE COVERAGE 9,194 SF (42%)
PARKING 11 TOTAL
INCENTIVE REQUEST PARKING REDUCTION
WAIVER REQUEST ADD'L HEIGHT, DECREASE SETBACKS
CURBCUT
24' TWO-WAY
WALNUT ST.
MO
R
R
O
S
T
.
CAST IRONC_LAVATORYHUDSONK-2849
K-4960-ETBARDONC_URINALSVITREOUS CHINA
CAST IRONC_LAVATORYHUDSONK-2849
COMMUNITY
1140 SF
UNIT 102
599 SF
UNIT 103
531 SF
UNIT 101
520 SF
UTILITY
ELEC.
UNIT 105
599 SF
BIKE
LAUNDRY
MAIL
OFFICE
COURTYARD
GARDEN
3AD
A
2ST
D
1ST
D
4ST
D
5ST
D
6ST
D
7ST
D
8ST
D
9ST
D
10
ST
D
11
ST
D
UNIT 104
531 SF
UNIT 106
520 SF
UNIT 107
587 SF
(N) TRASH W/ ADA
ACCESS
(N) TRANSFORMER
80'-312"
5'
-
0
"
10'-0"
52
'
-
0
"
29
'
-
0
"
52
'
-
0
"
10
'
-
0
"
8'-812"24'-0"22'-0"
65
2
M
O
R
R
O
S
T
A
F
F
O
R
D
A
B
L
E
-
F
E
A
S
I
B
I
L
I
T
Y
S
T
U
D
Y
65
2
M
O
R
R
O
S
T
R
E
E
T
,
S
A
N
L
U
I
S
O
B
I
S
P
O
,
C
A
04
/
0
3
/
2
4
N
SCALE:
0 2010 40
1" = 20'-0"
SITE PLAN1 NOTE: SITE PARAMETERS BASED ON ASSESSOR'S PARCEL
MAP. SURVEY REQUIRED TO DETERMINE ACCURATE
PROPERTY LINES AND SITE CONDITIONS.
Page 447 of 477
LAND USE REQUIREMENTS
ADDRESS 652 MORRO STREET, SLO
APN 002-311-001
ZONING R-4 (R-3 ADJACENT TO NE)
OVERLAY ZONES NO
SPECIFIC DESIGN GUIDELINES x
PROPOSED USE ALLOWED IN ZONE YES
ENTITLEMENTS/USE PERMIT REQ'D DIRECTOR'S APPROVAL
LOT SIZE .51 ACRES/ 21,750 SF
MAX SITE COVERAGE 60%
FAR N/A
DENSITY BASE: 24 UNITS/ ACRE= 12.24 DU
AFFORDABLE UNITS BONUS 80% DENSITY BONUS= +9.792 DU
12.24 + 9.792=22.032 = 23
HEIGHT LIMIT 35'
SETBACKS REQUIRED CORNER STREET SIDE: 10'
INTERIOR SIDE: PER TABLE 2-11
REAR SIDE: PER TABLE 2-11
PARKING REQUIRED 1/UNIT RESIDENTIAL
PARKING DIMENSION PER CITY OF SLO STANDARDS
FLOOD ZONE NO
PROJECT DESCRIPTION
PROJECT PROPOSES A NEW 3 STORY MULTI-FAMILY, 100% AFFORDABLE
APARTMENT BUILDING ON THE CORNER OF WALNUT AND MORRO ST. THE
PROGRAM WILL INCLUDE 33 1-BEDROOM UNITS, A COMMUNITY ROOM AND
SERVICE SUPPORT OFFICE W/ 11 SURFACE PARKING SPACES.
PROPOSED DESIGN
USE (N) MULTI-FAMILY BLDG
STORIES 3 STORIES
HEIGHT PROPOSED UP TO 40'
TOTAL BUILDING AREA (N) = 9,194 SF / FLOOR
@3 STORIES= 27,582 SF
UNIT TYPES (33) 1 BEDROOMS
DENSITY 17 DU PROPOSED
SITE COVERAGE 9,194 SF (42%)
PARKING 11 TOTAL
INCENTIVE REQUEST PARKING REDUCTION
WAIVER REQUEST ADD'L HEIGHT, DECREASE SETBACKS
UNIT 205
599 SF
UNIT 206
531 SF
UNIT 203
520 SF
UNIT 209
599 SF
UNIT 208
531 SF
UNIT 211
520 SF
UNIT 212
587 SF
UNIT 202
587 SF
UNIT 204
487 SF
UNIT 210
487 SF
UNIT 201
560 SF
UNIT 213
560 SF
UNIT 207
531 SF
52
'
-
0
"
29
'
-
0
"
52
'
-
0
"
23'-0"9'-312"23'-0"25'-0"
24
'
-
6
"
24
'
-
6
"
24
'
-
6
"
24
'
-
6
"
26
'
-
0
"
23
'
-
0
"
26
'
-
0
"
23
'
-
0
"
23'-0"26'-312"
65
2
M
O
R
R
O
S
T
A
F
F
O
R
D
A
B
L
E
-
F
E
A
S
I
B
I
L
I
T
Y
S
T
U
D
Y
65
2
M
O
R
R
O
S
T
R
E
E
T
,
S
A
N
L
U
I
S
O
B
I
S
P
O
,
C
A
04
/
0
3
/
2
4
N
SCALE:
0 2010 40
1" = 20'-0"
SECOND FLOOR PLAN (THIRD SIMILAR)1 NOTE: SITE PARAMETERS BASED ON ASSESSOR'S PARCEL
MAP. SURVEY REQUIRED TO DETERMINE ACCURATE
PROPERTY LINES AND SITE CONDITIONS.
Page 448 of 477
LAND USE REQUIREMENTS
ADDRESS 1118 PALM STREET, SLO
APN 002-325-008
ZONING '0' OFFICE
OVERLAY ZONES NO
SPECIFIC DESIGN GUIDELINES x
PROPOSED USE ALLOWED IN ZONE YES
ENTITLEMENTS/USE PERMIT REQ'D DIRECTOR'S APPROVAL
LOT SIZE 12,107 SF (.278 ACRES)
MAX SITE COVERAGE 60%
FAR 1.5
DENSITY BASE: 12 UNITS/ ACRE= 3.336 DU
AFFORDABLE UNITS BONUS 80% DENSITY BONUS= 2.6688 DU
3.336+2.6688= 6.0048 (rounds to 7)
DENSITY PROPOSED 4-6 DU (8-12 <600sf UNITS)
HEIGHT LIMIT 35'
SETBACKS REQUIRED FRONT: 15'
INTERIOR SIDE: PER TABLE 2-13
REAR SIDE: PER TABLE 2-13
PARKING REQUIRED 1:300 FOR OFFICE
1/UNIT RESIDENTIAL
PARKING DIMENSION PER CITY OF SLO STANDARDS
INCENTIVE REQUEST PARKING REDUCTION
WAIVER REQUEST UPPER FLOOR SETBACKS
PARKING LOCATION 20' SETBACK
OPEN SPACE N/A
FLOOD ZONE NO
PROJECT DESCRIPTION
PROJECT PROPOSES A NEW 8 TO 12 UNIT, 100% AFFORDABLE APARTMENT
BUILDING ON A SITE WITH A HISTORIC HOUSE. THE EXISTING BUILDING WILL
REMAIN A 1-STORY OFFICE USE TO FUNCTION AS A WELLNESS CENTER FOR
THE TENANTS AND OTHER CLIENTS OF THMA. THE NEW BUILDING WILL BE A 2
TO 3-STORY VICTORIAN STYLE, WALK UP. LAUNDRY FACILITIES FOR THE NEW
RESIDENCES WILL BE PROVIDED IN THE (E) BUILDING.
PROPOSED DESIGN
USE (E) = OFFICE, (N) = R-2
STORIES (E) = 1, (N) = 3
TOTAL BUILDING AREA (E) = 1800 SF
MAX (N) 2130 SF/ FLOOR = 6,390 SF
UNIT TYPES MAX (12) <600 SF 1-BEDROOMS
SITE COVERAGE 5,730 SF (47%)
DENSITY 4-6 DU
FAR 8190 SF = .67
PARKING OFFICE @1800 SF = 6 REQUIRED
INCENTIVE REQUEST PARKING REDUCTION
WAIVER REQUEST SETBACK ENCROACHMENT
BUILDING A
(E) 1800 SF OFFICE BUILDING
1
ADA
2
STD
3
STD
4
CMP
DEMO (E) 146 SF
ROOM.10'-0"22'-2"22'-2"22'-2"5'-0"
5'
-
0
"
21
'
-
0
"
9'
-
3
"
23
'
-
2
"
4'
-
4
"
17
'
-
4
"
SITE ACCESS, ADA
PATH OF TRAVEL
VITREOUS CHINALAVATORYPENNINGTONK-2196-8
VITREOUS CHINALAVATORYPENNINGTONK-2196-8
VITREOUS CHINALAVATORYPENNINGTONK-2196-8VITREOUS CHINALAVATORYPENNINGTONK-2196-8
SITE ACCESS,
(N) ADA RAMP
(N) ENTRY DOOR
BUILDING B
(N) 6,390 SF RESIDENTIAL BUILDING
(N) TRASH W/ ADA
ACCESS
POTENTIALTRANSFORMER LOCATION
11
'
-
2
12"
150.00'
80
.
0
0
'
(E
)
S
I
D
E
W
A
L
K
(E
)
C
U
R
B
C
U
T
(E) DRIVEWAY
PA
L
M
S
T
R
E
E
T
TYP. UNIT
427 SF - 1 BEDROOM
11
1
8
P
A
L
M
A
F
F
O
R
D
A
B
L
E
-
F
E
A
S
I
B
I
L
I
T
Y
S
T
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D
Y
11
1
8
P
A
L
M
S
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R
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T
,
S
A
N
L
U
I
S
O
B
I
S
P
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,
C
A
01
/
1
8
/
2
4
N
SCALE:1/16" = 1'-0"
0 16842 32SITE PLAN1
Page 449 of 477
LAND USE REQUIREMENTS
ADDRESS 441 MARSH, SLO
APN 003-512-018
ZONING C-R
OVERLAY ZONES NONE
SPECIFIC DESIGN GUIDELINES TBD
PROPOSED USE ALLOWED IN ZONE YES
ENTITLEMENTS/USE PERMIT REQ'D TBD
LOT SIZE 19,850, .46 ACRES
MAX SITE COVERAGE 100%
FAR 3.0
DENSITY BASE: 36 UNITS/ ACRE= 16.56 DU
AFFORDABLE UNITS BONUS 20% DENSITY BONUS = 3.312 DU
16.56+3.312= 19.872, ROUNDS TO
20 DU
PROVIDED AFFORD. UNITS OPTIONS OPTION VERY LOW 5% AFFORD= 11 x
.05=.55 (ROUNDS TO 1 DU)
OPTION LOW 10% AFFORD= 11 x
.1= 1.1 (ROUNDS TO 2 DU)
HEIGHT LIMIT 45'
SETBACKS REQUIRED NONE
PARKING REQUIRED 1:300 FOR OFFICE
1:1-BD UNIT, PER CA DENSITY BONUS
LAW
PARKING DIMENSION PER CITY OF SLO STANDARDS
FLOOD ZONE TBD
PROJECT DESCRIPTION
PROJECT PROPOSES A NEW 22-UNIT, 4-STORY RESIDENTIAL BUILDING. THE (E)
OFFICE BUILDINGS ARE TO REMAIN. NEW SURFACE PARKING TO BE PROVIDED.
PROPOSED DESIGN
USE (E) OFFICE, (N) R-2
STORIES (E) 1, (N) up to 4 PER ZONING HEIGHT
TOTAL BUILDING AREA (E) 4450 + 1100 SF
(N) GROUND LEVEL 3922 SF
(N) UPPER TYP. 3922 SF/ FLOOR
UNIT TYPES (20) @ 4-STORIES (TYPE 5A)
SITE COVERAGE 9,472 SF (63%)
DENSITY 10 DU
FAR 21248 SF = 1.1
PARKING (E)OFFICE @4450 SF = 15 REQUIRED
(E)OFFICE @1100 SF = 4 REQUIRED
APPROX. 23 SPACES PROVIDED
INCENTIVE REQUEST NO RESIDENTIAL PARKING
WAIVER REQUEST TBD
(E) COMMERCIAL
BUILDING
(APPROX. 4450 SF)(N) MULTIFAMILY
RESIDENTIAL
BUILDING
COURTYARD
UP
MA
R
S
H
S
T
R
E
E
T
NO
PARKING
(E) COMMERCIAL
BUILDING
(APPROX. 1100 SF)
ACCESSIBLE PATH
OF TRAVEL TO (N)
TRASH ENCLOSURE
3
-
Y
D
65G 65G
3
-
Y
D
3
-
Y
D
DEMO PORTION OF
EXISTING BUILDING.
LOBBY
750 SF
(N) MULTIFAMILY
RESIDENTIAL
BUILDING
COURTYARD
UP
MA
R
S
H
S
T
R
E
E
T
1-BD UNIT
TYP. OF 2
442 SF
1-BD UNIT
TYP. OF 6
442 SF
(N) PARKING
(APPROX.13 SPACES)
UPPER FLOOR, TYPICAL OF 2 FLOORS
(ALTERNATE PARKING LAYOUT SHOWN)
LIFT PARKING
APPROX. 10 SPACES,
12' CLR ABOVE
REQUIRED
C C C C C C
UTIL.
164 SF
ELEC.
164 SF
(BIKE PARKING)
44
1
M
A
R
S
H
-
F
E
A
S
I
B
I
L
I
T
Y
S
T
U
D
Y
44
1
M
A
R
S
H
S
T
R
E
E
T
,
S
A
N
L
U
I
S
O
B
I
S
P
O
,
C
A
03
/
2
1
/
2
4
N
SCALE:1" = 30'-0"
0 3015 60SITE PLAN - OPTION 21
Page 450 of 477
OPTION D
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 P.1
PRECEDENT IMAGES
Page 451 of 477
OPTION D
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 P.2
PRECEDENT IMAGES
Page 452 of 477
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024
N
SCALE 1"=20'-0"BUILDING 'A' FLOOR PLAN
DETAIL A.2
childcare
dining
community
staff
courtyard
courtyard
entry
Page 453 of 477
N
SCALE 1/4"=1'-0"
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 A2
SHARED UNIT PLAN
Page 454 of 477
N
SCALE 1/4"=1'-0"
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 A2.1
SHARED UNIT PLAN
Page 455 of 477
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 A3
BUILDING 'A' PERSPECTIVE
BUILDING 'A' FLOOR PLANS
N
SCALE 1"=50'-0"
Page 456 of 477
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 B
BUILDING 'B' PERSPECTIVE
BUILDING 'B' FLOOR PLANS
N
SCALE 1"=50'-0"
Page 457 of 477
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 C
BUILDING 'C' PERSPECTIVE
BUILDING 'C' FLOOR PLANS
N
SCALE 1"=50'-0"
Page 458 of 477
OPTION D
1 SITE & CAPSLO 46 PRADO A1CONCEPTUAL DESIGN - JULY 8, 2024 D
BUILDING 'D' PERSPECTIVE
BUILDING 'D' FLOOR PLANS
N
SCALE 1"=50'-0"
Page 459 of 477
1
Exhibit B
City of San Luis Obispo
Grant Recipient Report Template
Midyear Report Due: January 20, (YEAR) - Year-End Report Due: July 20, (YEAR)
Grant Name: DEI Business Grant
Grant Year: 2023
Type of Report: Midyear Report (check box) End-year Report (check box) X
Organization: RACE Matters SLO County
Project Name: Texture retail
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) and any changes that
have occurred during the reporting period. If operations or service provision have changed, please disclose,
and explain the reasoning and response to changes in this section.)
Activities During Reporting Period:
Our grant was for the purchase of retail inventory. Our activities included
1) The purchase of 100% Black-owned items, including from local Black artisans. Retail fixtures and
supplies were also purchased.
2) Retail sales, including sales during cultural events such as “A Day with Santa” in November
2023,”“Holiday Sip n Shops” in December 2023, Art After Dark events in February and May 2024, A
hair care workshop in Spring 2024, and during hair stylist hours.
Docusign Envelope ID: 3A65334D-0AE0-49B9-B04B-E9C7538A179F
Page 460 of 477
2
Financial Report: (A financial statement detailing how the City’s grant funding has been or planned to be
allocated.)
City funds were used to purchase Black-owned products for resale, and retail fixtures needed to display and sell
the items.
Docusign Envelope ID: 3A65334D-0AE0-49B9-B04B-E9C7538A179F
A thorough report of inventory and fixtures purchased was sumbitted with the mid-year
report.
Page 461 of 477
3
Grant Metrics & Performance Outcomes Template
(must be reported by all grant recipients)
Metrics/Performance Outcomes Results
1. Number of individuals served.
Served refers to individuals specifically receiving any of the following:
Services directly provided by the grantee;
Program/project applications, instructions, trainings, products, or
concepts;
Information (orally or in printed, in-person, virtually or over the phone);
Any materials (flyers, brochures, etc.);
Referrals
Individuals: 210 retail customers in
directory
2. Number of service hours provided.
Service hours refer to any amount of time that is directly linked or performed as
part of the work defined within the scope of the agreement signed by the
grantee.
Approximately 500 hours dedicated to
retail sales.
3. Number of activities.
Activities can be defined as gatherings either the grantee organizes or attends.
In either case, grantee must specify if it attended or organized the activity. This
can be events, workshops, panel discussions, roundtable discussions,
presentations, etc.
Activities refer to any gathering designed to promote programs,
services, or concepts related to the components within the scope of
the agreement signed by the grantee.
Activities also refer to any gathering designed to create awareness of
the programs, services, or concepts related to the components as
defined within the agreement signed by the grantee.
Activities also refer to any gathering designed to outreach, engage,
consult, and collaborate with the community as defined within the
agreement signed by the grantee
6 cultural events were held that included,
and were enhanced by the sale of
products purchased for resale, using
funds from this grant.
4. Estimated number of individuals attending activities.
Based on the scope of the agreement signed by the grantee, please provide a
rough number or best estimate of individuals that 1) either attend a grantee
led event or 2) approach the booth/table in which the grantee participates.
Estimated number of attendees of 6
cultural events: 120.
5. Report perception of services provided and/or engaged
activities.
Survey individuals to measure the impact of the services provided and/or
engaged activities as described within the scope of the agreement signed by
the grantee. Report in percent and total number of individuals served. Technical
assistance can be provided to grantee in development of questions.
Due to the nature of retail sales, surveys
were not conducted. A qualitative
testimonial can be provided upon request.
6. Demographic Questions
Demographic questions are highly encouraged to be completed by individuals
that fall within the grantee’s scope of services. A current demographic survey is
available and is highly encouraged for grantee to reach out for the demographic
survey template.
Though we have no statistical
demographic information, Black-identified
customers were significantly
overrepresented per the population in the
City and County of San Luis Obispo. The
Black-centered nature of the space, and
the Black owned and centered products
available for contributed to that.
Docusign Envelope ID: 3A65334D-0AE0-49B9-B04B-E9C7538A179F
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4
Courtney Haile Executive Director (415) 264-8641
Name Title Phone
Signature Date E-mail
Once signed, please scan and e-mail to Nestor Veloz-Passalacqua, DEI Manager (nveloz@slocity.org) and to
dei@slocity.org.
Docusign Envelope ID: 3A65334D-0AE0-49B9-B04B-E9C7538A179F
8/2/2024 hello@racemattersslo.org
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Item 5a
Human Relations Commission
Agenda Report
For Agenda of: 9/12/2024
Item Number: 5a
FROM: Nestor Veloz-Passalacqua, Diversity, Equity, and Inclusion Manager
Phone Number: (805) 781-7073
E-mail: nveloz@slocity.org
SUBJECT: HUMAN SERVICES GRANT (HSG) COMMUNITY NEEDS GRANT
WORKSHOP
RECOMMENDATION
Staff recommend that the Human Relations Commission (HRC) holds the Human
Services Grant (HSG) Community Needs Grant Workshop with a focus on alignment
between community needs and grant funding priorities.
BACKGROUND
The Human Relations Commission (HRC) hosts their Community Needs Grant Workshop
for the Human Services Grant every other year. This workshop allows the public to
provide comments on current community development, social equity, and human service
needs in the community as it pertains to the current Human Services Grant offered by the
City. This input is used by the HRC to review, update, and approve funding priorities for
the upcoming Human Services Grant cycle.
The Human Services Grant (HSG) program had a Council approved name changed in
2022 to best reflect the objectives of the grant program. The HSG’s purpose is to provide
financial support to non-profit organizations that promote the economic and social
wellbeing of the community members of San Luis Obispo. Grants are made to local
organizations or agencies based in neighboring communities whose services contribute
to the quality of life of City residents.
The current HSG Program has a total of $150,000 to distribute and a main funding priority,
which reads:
Homelessness prevention, including affordable and alternate housing, support
services, and transitional housing.
To allow maximum flexibility for funding recommendations dependent upon the received
applications, the following priorities were also approved but were not ranked:
Hunger and malnutrition prevention
Supportive physical and mental health services for those in need
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Item 5a
Services for seniors, veterans, and/or people with disabilities in need
Supportive, developmental, and care services for children and youth in need
Services encouraging diversity, equity, and inclusion in marginalized communities,
including language access services.
During the 2024-25 Human Services Grant (HSG) program cycle, which were presented
to Council on May 21, 2024, Council referred the grant funding recommendations back to
the HRC with direction to first fund all qualified applications that meet the homelessness
prevention main funding priority. After qualified homelessness prevention application are
funded, the HRC should consider applications for the additional priorities.
HRC completed an initial review of the grant language description on their A ugust 15,
2024 meeting. A revised draft containing their feedback has been created and added as
an attachment to this report for additional review.
NEXT STEPS
After completion of the workshop, the HRC will require staff to incorporate edits or
changes, if any; and vote to approve the funding priorities that will help future grant
applicants in developing their applications. This item will then be presented to the City
Council for final approval.
ATTACHMENTS
A - Human Services Grant (HSG) Program – Draft 1
B - Human Services Grant (HSG) Program – Draft 2
Page 470 of 477
Human Services Grant (HSG) Program
Grant Information – DRAFT 1
PURPOSE
The City of San Luis Obispo Human Relations Commission (HRC) Human Services Grant
(HSG) Program provides financial support to non-profit organizations that promote the economic
and social well-being of its citizens.
FUNDING PRIORITIES
The main funding priority:
Homeless prevention including affordable, alternative, transitional housing, and
supportive services.
The following additional priority funding areas are not listed in order of importance:
• Hunger and malnutrition prevention
• Supportive physical and mental health services for those in need
• Services for seniors, veterans and/or people with disabilities in need
• Supportive, developmental, and care services for children and youth in need
• Services encouraging diversity, equity, and inclusivity in marginalized communities,
including access to language services.
FUNDING EXAMPLES
Examples of previous funded projects, programs, and activities include:
• Direct rental assistance and relocation stabilization housing services.
• Direct financial assistance to residents at risk of being evicted or need support securing
housing with first month’s rent or security deposit.
• Direct financial support to secure and maintain permanent housing for youth and
families.
• Funding support for transitional housing and incentives.
• Residential advocacy, facility monitoring visit, complaint investigations and resolution for
older adults in long term care facilities.
• Cover costs of relocation expenses to independent living conditions after treatment.
• Provide food, household supplies, rent, and transportation cost for the older adult
population.
• Provide access to showers, clothing, and shower items to individuals experiencing
homelessness.
• Direct rental assistance to individuals with various backgrounds, including mix-status
and undocumented individuals as member of at -large communities of SLO.
FUNDING REQUIREMENTS
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1 Applicants must submit a complete application package and within the deadline.
1.1 One-page DEI Statement that includes:
1.1.1 Applicant’s understanding and application of DEI concepts/values
1.1.2 Affirming language that creates access and a sense of belonging to all
community members.
1.1.3 Explain how the proposal will advance DEI in the City of SLO.
1.2 One-page detailed budget for the proposal including how the total amount requested
will be allocated.
1.3 Organizational chart
Document certifying Federal Tax-Exempt Status
2 Applications must be submitted through the online portal. Incomplete applications will not
be considered.
3
Grant recipients must comply with the HRC Bylaws which are to create an environment
within the City in which all persons can enjoy equal rights and opportunities regardless of
race, religion, sex, national origin, sexual orientation, age, physical, mental, or economic
status. HRC Bylaws can be found on the City’s website HERE.
4 Grant recipients must enter into a contract with the City prior to receipt of HSG funds.
5 Grant recipients must complete periodic reports and provide them timely.
6
Grant recipients must submit a final report at the end of the project/service or at 12
months from start, whichever comes first. Grant recipients are expected to return unused
funds.
FUNDING CRITERIA
1 Grants are made only to non-profit organizations.
2
Applications for a specific program, project, equipment need, or general operational
support will be considered if the organization’s mission falls under one or more of the
HRC priority funding areas listed below.
3 Grants are primarily made to organizations serving residents in the City of San Luis
Obispo.
4 Agencies serving residents in neighboring communities, also serving a significant
number of City residents will be considered.
5 Organizations that received previous HSG funding must be in good standing and have
complied with all reporting requirements.
ADDITIONAL FUNDING INFORMATION
1 Applicants’ minimum request of $5,000 and a maximum request of $20,000
2 A maximum of one (1) grant award is allowed per organization (or per partnership if a
collaborative project)
3
Funding may be used for new (innovative) or existing projects, programs, concepts, or
initiatives that have proven success and/or utilize best practices or innovative
approaches.
4 Projects, programs, concepts, and initiatives that leverage existing or other funding
sources to supplement proposal is highly encouraged.
5 Have matching grants secured.
6 Ongoing fundraising and services were severely impacted by COVID-19 and not
recouped by other means.
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7 Train or support service providers to expand scope of services and/or increase the
numbers of clients.
8 Initiates a new, ongoing funding source for the organization.
9 Directs services efficiently to needy residents with low overhead and administrative costs.
PROHIBITED USE OF FUNDS
1 To be discussed
2 To be discussed
3 To be discussed
FUNDING DECISIONS
The Human Relations Commission (HRC) will exercise discretion when developing
funding recommendations.
The HRC will review, with support from the Office of Diversity, Equity, & Inclusion, all
applications (that are completed, timely submitted, and met the funding criteria) and develop
funding recommendations based on the answers and attestations provided in each application,
and guidance and direction from City Council. Please be as specific and detailed in your
applications. Recommendations will be presented to the City Council for approval. Grants are
awarded by available funding for current grant cycle. Previous grant awards do not
guarantee continued funding. This is a competitive grant.
The HRC encourages organizations that take new, creative approaches to solving the
most prevalent health & human service needs in our community!
Page 473 of 477
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Human Services Grant (HSG) Program
Grant Information – DRAFT 2
PURPOSE
The City of San Luis Obispo Human Relations Commission (HRC) Human Services Grant
(HSG) Program provides financial support to non-profit organizations that promote the economic
and social well-being of its citizens.
FUNDING PRIORITIES
For the 2025-26 Fiscal Year, the main funding priority is:
Homelessness prevention including affordable, alternative, transitional housing, and
supportive services.
The following secondary funding priorities areas are not listed in order of importance and may
not receive funding:
• Hunger and malnutrition prevention
• Supportive physical and mental health services for those in need
• Services for seniors, veterans and/or people with disabilities in need
• Supportive, developmental, and care services for children and youth in need
• Services encouraging diversity, equity, and inclusivity in marginalized communities,
including access to language services.
FUNDING EXAMPLES
Examples of previous funded projects, programs, and activities include:
• Direct rental assistance and relocation stabilization housing services.
• Direct financial assistance to residents at risk of being evicted or need support securing
housing with first month’s rent or security deposit.
• Direct financial support to secure and maintain permanent housing for youth and
families.
• Funding support for transitional housing and incentives.
• Residential advocacy, facility monitoring visit, complaint investigations and resolution for
older adults in long term care facilities.
• Cover costs of relocation expenses to independent living conditions after treatment.
• Provide food, household supplies, rent, and transportation cost for the older adult
population.
• Provide access to showers, clothing, and shower items to individuals experiencing
homelessness.
• Direct rental assistance to individuals with various backgrounds, including mix-status
and undocumented individuals as member of at -large communities of SLO.
FUNDING REQUIREMENTS
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1 Applicants must submit a complete application package and within the deadline.
1.1 One-page DEI Statement that includes:
1.1.1 Applicant’s understanding and application of DEI concepts/values
1.1.2 Affirming language that creates access and a sense of belonging to all
community members.
1.1.3 Explain how the proposal will advance DEI in the City of SLO.
1.2 One-page detailed budget for the proposal including how the total amount requested
will be allocated.
1.3 Organizational chart
1.4 Document certifying Federal Tax-Exempt Status
2 Applications must be submitted through the online portal. Incomplete applications will not
be considered.
3
Grant recipients must comply with the HRC Bylaws which are to create an environment
within the City in which all persons can enjoy equal rights and opportunities regardless of
race, religion, sex, national origin, sexual orientation, age, physical, mental, or economic
status. HRC Bylaws can be found on the City’s website HERE.
4 Grant recipients must enter into a contract with the City prior to receipt of HSG funds,
located HERE.
5 Grant recipients must complete periodic reports and provide them timely.
6
Grant recipients must submit a final report at the end of the project/service or at 12
months from start, whichever comes first. Grant recipients are expected to return unused
funds.
7
Grant-funded programs must be available to all City residents, without regard to the
resident’s race, religion, sex, national origin, sexual orientation, age, or physical, mental,
or economic status.
FUNDING CRITERIA
1 Grants are made only to non-profit organizations.
2
Applications for a specific program, project, equipment need, or general operational
support will be considered if the organization’s mission falls under the main funding
priority.
3 Grants are primarily made to organizations serving residents in the City of San Luis
Obispo.
4 Agencies serving residents in neighboring communities, also serving a significant
number of City residents will be considered.
5 Organizations that received previous HSG funding must be in good standing and have
complied with all reporting requirements.
ADDITIONAL FUNDING INFORMATION
1 Applicants’ minimum request of $5,000 and a maximum request of $20,000.
2 A maximum of one (1) grant award is allowed per organization (or per partnership if a
collaborative project).
3 Funding may be used for new (innovative) or existing projects, programs, concepts, or
initiatives that have proven success and/or utilize best practices or approaches.
4 Projects, programs, concepts, and initiatives that leverage existing or other funding
Page 476 of 477
sources to supplement proposal are highly encouraged.
5 Consideration may be provided to proposals who have matching grants secured.
6 Consideration may be provided to applicants whose ongoing fundraising and services
were severely impacted by COVID-19 and not recouped by other means.
7 Consideration may be provided to applicants who train or support service providers to
expand scope of services and/or increase the numbers of clients.
8 Consideration may be provided to applicants who initiate a new, ongoing funding source
for the organization.
9 Consideration may be provided to applicants who direct services efficiently to needy
residents with low overhead and administrative costs.
PROHIBITED USE OF FUNDS
1 Funds CANNOT be used for advancing, advocating, promoting, or highlighting political
causes, entities, ballot measures, or candidates.
2
Funds CANNOT be used for advancing, advocating, promoting, or highlighting religious
causes, entities, individuals, or activities. Funding CANNOT be used of the purpose of
disseminating religious information.
3 Funds CANNOT be used for profit or personal gain.
FUNDING DECISIONS
The Human Relations Commission (HRC) will exercise discretion when developing
funding recommendations.
The HRC will review, with support from the Office of Diversity, Equity, & Inclusion, all
applications (that are completed, timely submitted, and met the funding criteria) and develop
funding recommendations based on the answers and attestations provided in each application,
and guidance and direction from City Council. Please be as specific and detailed in your
applications. Recommendations will be presented to the City Council for approval. Grants are
awarded by available funding for current grant cycle. Previous grant awards do not
guarantee continued funding. This is a competitive grant.
The HRC encourages organizations that take new, creative approaches to solving the
most prevalent health & human service needs in our community!
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