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HomeMy WebLinkAboutItem 4b. Review of DEI SLO Business Grant Year-End ReportsCity 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. Page 203 of 477 Page 204 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 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 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 6/30/2023 | 10:26 AM PDT Page 205 of 477 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 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 206 of 477 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 Page 207 of 477 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. DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 208 of 477 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 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 209 of 477 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. DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 210 of 477 ● 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. DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 211 of 477 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". DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 212 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 213 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 214 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 215 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 216 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 217 of 477 Page 218 of 477 Page 219 of 477 Page 220 of 477 Page 221 of 477 Page 222 of 477 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 Page 223 of 477 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 Page 224 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 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. DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A 6/27/2023 | 4:43 PM PDT Page 225 of 477 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 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 226 of 477 Exhibit ADocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 227 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 228 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 229 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 230 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 231 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 232 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 233 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 234 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 235 of 477 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. DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 236 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 237 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 238 of 477 DocuSign Envelope ID: AC841921-9438-4508-ACC7-207DAC23B27A Page 239 of 477 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. Page 240 of 477 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 Page 241 of 477 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 Page 243 of 477 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 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 6/29/2023 | 10:37 AM PDT Page 245 of 477 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 Page 246 of 477 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 Page 247 of 477 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 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 248 of 477 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% DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 249 of 477 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 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 250 of 477 3. Diversity, Equity, & Inclusion Statement (1-3 paragraphs)* Banchan Foods - DEI Statement.pdf 24.29KB DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 251 of 477 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 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 252 of 477 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. DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 253 of 477 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. DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 254 of 477 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 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 255 of 477 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 256 of 477 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 257 of 477 DocuSign Envelope ID: E0705B28-51CC-49D3-AA24-43CA8D5DB2B1 Page 258 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 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 Page 259 of 477 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 Page 260 of 477 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 Page 261 of 477 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. DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 262 of 477 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 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 263 of 477 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 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 264 of 477 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 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 265 of 477 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). DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 266 of 477 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. DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 267 of 477 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 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 268 of 477 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 269 of 477 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 270 of 477 DocuSign Envelope ID: 61AD3728-B55B-4840-B17F-C1A16DB66403 Page 271 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 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 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 6/27/2023 | 11:20 AM PDT Page 272 of 477 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 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 273 of 477 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 Exhibit ADocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 274 of 477 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! DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 275 of 477 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 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 276 of 477 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. DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 277 of 477 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. DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 278 of 477 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. DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 279 of 477 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. DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 280 of 477 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 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 281 of 477 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 -$ 31,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 31,000$ -$ -$ -$ -$ -$ -$ CORAZON CAFE DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 282 of 477 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 283 of 477 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 284 of 477 DocuSign Envelope ID: 0F5E8DA8-EC90-4313-AAAA-946C17B36346 Page 285 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 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 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC 6/28/2023 | 3:33 PM PDT Page 286 of 477 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 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 287 of 477 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 Exhibit ADocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 288 of 477 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% DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 289 of 477 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 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 290 of 477 1 Autism Fitness Mission Headstrong Proposal Mission Headstrong Autism Fitness™ Program DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 291 of 477 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. DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 292 of 477 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. DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 293 of 477 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 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 294 of 477 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. DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 295 of 477 As a recently established non-profit organization connected to Headstrong Fitness, we do not yet have a P&L or financial history. DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 296 of 477 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 297 of 477 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 298 of 477 DocuSign Envelope ID: 41958D31-3C6D-4642-9A02-37455EB698EC Page 299 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 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 6/30/2023 | 8:46 AM PDT Page 300 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 301 of 477 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 Exhibit ADocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 302 of 477 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. DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 303 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 304 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 305 of 477 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 1 0 4 0 C O U R T S T R E E T ,S A N L U I S O B I S P O ,C A 9 3 4 0 1 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 306 of 477 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. 1 0 4 0 C O U R T S T R E E T ,S A N L U I S O B I S P O ,C A 9 3 4 0 1 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 307 of 477 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: 1 0 4 0 C O U R T S T R E E T ,S A N L U I S O B I S P O ,C A 9 3 4 0 1 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 308 of 477 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. 1 0 4 0 C O U R T S T R E E T ,S A N L U I S O B I S P O ,C A 9 3 4 0 1 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 309 of 477 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 1 0 4 0 C O U R T S T R E E T ,S A N L U I S O B I S P O ,C A 9 3 4 0 1 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 310 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 311 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 312 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 313 of 477 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 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 314 of 477 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 315 of 477 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 316 of 477 DocuSign Envelope ID: 2D1AB03F-D4DD-473D-9430-6782D8FF0BB2 Page 317 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 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 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 6/30/2023 | 10:26 AM PDT Page 318 of 477 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 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 319 of 477 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 Page 320 of 477 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. DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 321 of 477 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 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 322 of 477 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. DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 323 of 477 ● 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. DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 324 of 477 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". DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 325 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 326 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 327 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 328 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 329 of 477 DocuSign Envelope ID: F12E5606-D8F1-4931-BC04-B6825490DC16 Page 330 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 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 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA 6/29/2023 | 10:36 AM PDT Page 331 of 477 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 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 332 of 477 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 Exhibit ADocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 333 of 477 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. DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 334 of 477 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 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 335 of 477 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 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 336 of 477 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. DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 337 of 477 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. DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 338 of 477 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 339 of 477 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 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 340 of 477 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 341 of 477 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 342 of 477 DocuSign Envelope ID: 4B7C2F21-4AE7-42FE-A049-C3BE527821EA Page 343 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 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 DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E 6/27/2023 | 4:42 PM PDT Page 344 of 477 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 DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 345 of 477 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 Exhibit ADocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 346 of 477 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. DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 347 of 477 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 DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 348 of 477 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. DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 349 of 477 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. DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 350 of 477 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. DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 351 of 477 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. DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 352 of 477 DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 353 of 477 DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 354 of 477 DocuSign Envelope ID: 894762E4-A2F8-46AD-9158-902A30E0E84E Page 355 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 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 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 6/27/2023 | 4:45 PM PDT Page 356 of 477 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 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 357 of 477 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 Exhibit ADocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 358 of 477 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 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 359 of 477 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 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 360 of 477 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. DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 361 of 477 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. DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 362 of 477 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$ DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 363 of 477 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 364 of 477 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 365 of 477 DocuSign Envelope ID: 09D8E06A-01A2-482C-9E9F-80A9C2485E77 Page 366 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: 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 Page 367 of 477 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 Page 368 of 477 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 Page 369 of 477 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 Page 370 of 477 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. Page 371 of 477 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 Copy 0.0 2.5 5.0 7.5 10.0 A newsletter sent by us A newsletter sent by so… @alpenglowind instagr… @alpenglowind masto… @alpenglowind threads @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%) 1 (3.2%)1 (3.2%)1 (3.2%) 9 (29%)9 (29%)9 (29%) 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 This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy  Forms 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 U D Y 11 1 8 P A L M S T R E E T , S A N L U I S O B I S P O , 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 Page 462 of 477 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 Page 463 of 477 Page 464 of 477 Page 465 of 477 Page 466 of 477 Page 467 of 477 Page 468 of 477