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Home My WebLink AboutPRR25091 Barasch Halls Responsive CDD DocumentsTheresa Purrington, San Luis Obispo City Clerk 990 Palm Street San Luis Obispo, CA 93401 March 11, 2025 Request for Information from the City of San Luis Obispo, CA RE: The Proposed Waterman Village Real Estate Development located at 464-466 Dana Street, San Luis Obispo, CA 93401. ~IVED I ~· :~.~ 1 202s SLO CllY CLERK We, Leslie Halls and Stephen Barasch, two recent presidents of The San Luis Obispo Property and Business Owners Association, a 40- year-old business and property rights group, under the present Federal Freedom of Information Act, hereby request the following specific information as soon as possible from The City of San Luis Obispo regarding the proposed Waterman Village Real Estate Development located at 464-466 Dana Street, San Luis Obispo: 1 ). Copies of all documents that contain minutes, actions, formal references, or indications of intent relating to any monetary grants, monetary loans subsidies, and/or promises to provide financial support in any form to the SmartShare Housing Organization and/or any of its related organizations including but not limited to SmartShare Housing Trust, The San Luis Obispo Housing Authority, Ann Wyatt, the Executive Director of SmartShare Housing or any of its other entities, relating to the proposed Waterman Village Real Estate Development at 464-466 Dana Street within the City of San Luis Obispo, California; 2). Any and all documents relating to any proposed or granted monetary subsidies and/or pledged funds from the City of San Luis Obispo and/or any of its Departments for this proposed Waterman Village Real Estate Development located at 464-466 Dana Street in San Luis Obispo, California. 3). An accurate summary of the actual City Staff time and relative hourly staff costs as well as the related project review expenses for the proposed Waterman Village Real Estate Development at 464-466 Dana Street in the City of San Luis Obispo, CA 93401. Please advise Leslie Halls at: ( or Stephen Barasch at: ( when this request has been fully honored and the related information may be picked up at the San Luis Obispo City Hall City Clerk's Office. Respectfully yours, Leslie W. Halls Stephen B. Barasch January 29, 2024 Owen Goode, Assistant Planner City of San Luis Obispo 919 Palm Street San Luis Obispo, CA 93401 Submitted via email: ogoode@slocity.org Re: 466 Dana St. Waterman Village CEQA Support Change Order #2 Dear Mr. Goode: SWCA Environmental Consultants (SWCA) appreciates the opportunity to submit our proposal to provide additional environmental services and planning support services for the proposed 466 Dana St. Waterman Village Project (project) in the city of San Luis Obispo. The attached proposed scope of work was developed based on our conversations with City of San Luis Obispo (City) staff and our environmental and planning work completed for the project to date. As we’ve previously discussed, due to the complex nature of the proposed project, the perceived potential level of potential controversy, and the highly technical degree of the environmental analysis completed for the project to date, additional support is needed beyond our original scope of work. At the request of City staff, the attached scope of work includes two potential options for finalization of the project environmental review process in compliance with the California Environmental Quality Act (CEQA) and Cultural Heritage Committee hearing support. In addition, we have included other public hearing support as an optional task. Thank you for providing us with the opportunity to continue to work with you. Please feel free to reach out to me at (805) 539-2867 or cassidy.bewley@swca.com if you have any questions regarding this proposal. Sincerely, Cassidy Bewley Project Manager / Project Environmental Planner 466 Dana St. Waterman Village CEQA Support Change Order #2 Page | 1 SCOPE OF WORK Based on our conversations with City staff, this scope of work includes two options for CEQA compliance. Task 2 describes the scope of work associated with finalizing and circulating the Draft IS/MND that has been prepared for the proposed project. Task 3 describes the scope of work to transition the analysis completed for the project into a focused EIR format for public circulation. Following the close of the environmental review period, SWCA will provide public hearing support for the project at a Cultural Heritage Committee meeting, with the option to provide hearing support at a subsequent public meeting if requested by the City. TASK 1. PROJECT MANAGEMENT AND COORDINATION SWCA project management will include general management of the SWCA project team as well as coordination and correspondence with the City, management of the project scope and budget, and quality assurance/quality control (QA/QC). SWCA Project Manager / Project Environmental Planner Cassidy Bewley will be the day-to-day contact and will be responsible for overseeing all aspects of the environmental analysis and planning support services, communicating and coordinating with City staff, and schedule and budget adherence, with support from Project Director / Principal Planning Team Lead Emily Creel. This task also includes ongoing correspondence and periodic meetings with City staff to discuss project progress and any items needing additional coordination. TASK 2. MITIGATED NEGATIVE DECLARATION (OPTIONAL) TASK 2.1 SCREENCHECK AND DRAFT IS/MND SWCA has prepared an Administrative Draft Initial Study (IS) for the project and submitted it for City staff to review on April 10, 2023. Under this task, SWCA will address all comments received on the Administrative Draft IS and incorporate revisions based on the updated project materials and revised HRE as needed. SWCA will provide both a clean and a tracked changes version of a Screencheck IS/Mitigated Negative Declaration (IS/MND) for City staff to review along with a Draft Mitigation Monitoring and Reporting Program (MMRP), which will identify each mitigation measure, the appropriate milestone or timing to implement the measure, the responsible party, and any reporting/verification requirements. Following receipt of any final comments on the Screencheck IS/MND and Draft MMRP from the City, SWCA will finalize the Draft IS/MND and MMRP for public review and circulation. SWCA will prepare all required CEQA notices, including the Notice of Intent to Adopt a Mitigated Negative Declaration (NOI), Summary Form for State Clearinghouse submittal, and Notice of Completion (NOC). SWCA will submit electronic copies of the Draft IS/MND, MMRP, and notices to the City and assumes the City will submit these documents to all agencies and interested parties identified the City-approved mailing list (as applicable). If requested, SWCA will publish the project Draft IS/MND and notices to the State Clearinghouse. SWCA assumes the City will be responsible for all local noticing requirements, such as onsite posting, newspaper advertisement listing, and filing the NOI with the County Clerk. TASK 2.2 RESPONSE TO COMMENTS AND FINAL DRAFT IS/MND After the close of the 30-day public comment period on the Draft IS/MND, SWCA will review agency and public comments received by the City. Although not strictly required by CEQA for an MND, if requested by the City, SWCA will prepare written responses to substantive comments received on the IS/MND for the administrative record and to inform decision makers. SWCA assumes no more than 10 substantive comments will require responses. SWCA will incorporate any necessary clarifications and edits and prepare the Final IS/MND and MMRP. SWCA will prepare a draft Notice of Determination (NOD) for the City’s review and assumes the City will file the NOD at the County Clerk’s office upon final project determination. This task does not include payment of California Department of Fish and Wildlife (CDFW) CEQA Environmental Document Filing Fees or County Clerk processing fees. 466 Dana St. Waterman Village CEQA Support Change Order #2 Page | 2 TASK 3. FOCUSED ENVIRONMENTAL IMPACT REPORT (OPTIONAL) If City staff authorize this task, SWCA will review the previously prepared Administrative Draft IS to identify and “screen out” topics that do not raise significant environmental issues and work with the City to focus the scope of a Focused Environmental Impact Report (EIR). SWCA would use the previously prepared IS to prepare a Notice of Preparation (IS/NOP) that identifies which issue areas will be further evaluated in the EIR. SWCA anticipates the following issue areas would be screened out in the IS/NOP from further evaluation in the EIR: Aesthetics, Agriculture and Forest Resources, Energy, Mineral Resources, Population and Housing, Public Services, Recreation, Transportation, and Wildfire. In addition, based on the analysis completed to date, it is anticipated that several issue areas will require simple and/or standard mitigation measures to support a less-than-significant impact determination. The impact analysis and mitigation identified for the following issue areas would be summarized in an “Other Issue Areas” section of the EIR: Air Quality, Biological Resources, Geology and Soils, Hazards and Hazardous Materials, Hydrology and Water Quality, Land Use and Planning, Noise, Tribal Cultural Resources, and Utilities and Service Systems. We will verify the issues to be carried forward for additional analysis in the Focused EIR through preparation of the IS/NOP and consultation with the City. TASK 3.1 ADMINISTRATIVE DRAFT EIR SWCA will prepare the Administrative Draft EIR for the proposed project. The EIR will incorporate information from the technical studies, the previously prepared Administrative Draft IS, and available background information from the City’s team and the Applicant. Comments received during the NOP review period will be addressed in the appropriate sections of the EIR. A general list of anticipated EIR sections is provided below. • Executive Summary • Chapter 1. Introduction • Chapter 2. Project Description • Chapter 3. Environmental Setting • Chapter 4. Environmental Impact Analysis o Cultural Resources o Other Issue Areas • Chapter 5. Alternatives Analysis • Chapter 6. Other CEQA Considerations • Chapter 7. Mitigation Monitoring and Reporting Program • Chapter 8. References and Report Preparation SWCA will submit a complete electronic copy of the Administrative Draft EIR to the City for review. TASK 3.2 PUBLIC REVIEW DRAFT EIR Based on the City’s prior review of the Historical Resources Evaluation and Administrative Draft IS, SWCA assumes the City will only require one round of review on the Administrative Draft EIR. SWCA will make changes to the Administrative Draft EIR using the track changes option in Microsoft (MS) Word to allow changes to be easily identified. We assume the City will compile their comments on the Administrative Draft EIR and submit them to SWCA as a single set of comments. The revised Administrative Draft EIR (Public Review Draft) will be submitted electronically to the City for final review and public circulation. 466 Dana St. Waterman Village CEQA Support Change Order #2 Page | 3 SWCA will prepare all required CEQA notices, including the Notice Availability (NOA), Summary Form for State Clearinghouse submittal, and Notice of Completion (NOC). SWCA will submit electronic copies of the Draft EIR and notices to the City and assumes the City will submit these documents to all agencies and interested parties identified the City-approved mailing list (as applicable). If requested, SWCA will publish the project Draft EIR and notices to the State Clearinghouse. SWCA assumes the City will be responsible for all local noticing requirements, such as onsite posting, newspaper advertisement listing, and filing the NOA with the County Clerk. TASK 3.3 RESPONSE TO COMMENTS AND FINAL EIR After the close of the 45-day public comment period on the Draft EIR, SWCA will prepare responses to written comments received on the Draft EIR. Typically, many of the comments generated for a project overlap in content and can be responded to by one individual comment (or a “Master Response”). Comments such as these would be considered one comment and SWCA’s budget would include responding to approximately 10 individually-substantive and technical comments. Responses to comments will clearly identify any necessary clarifications that are made in the Final EIR, to allow for easy cross-referencing by staff, reviewing agencies, the public, and the decision makers. Comment letters will be organized chronologically by federal, state, and local jurisdiction and members of the public. Comment letters and comments within each letter will be coded and numbered for easy referencing, and the responses to each comment will be similarly numbered to allow easy correlation. Possible master responses to address major, repetitive comments on the document will also be identified. The Draft EIR will be amended to provide necessary clarifications or corrections, as directed by City staff, and produced as a Final EIR. The responses to comments will be included in Chapter 9 of the Final EIR. This task assumes one round of City staff review of the Administrative Final EIR. TASK 4. CULTURAL HERITAGE COMMITTEE HEARING SUPPORT SWCA Project Manager / Environmental Planner Cassidy Bewley and SWCA Architectural Historian Paula Carr will prepare for and attend one cultural heritage committee hearing at which the project will be reviewed. SWCA will be prepared to present the findings of the environmental analysis and Historic Resources Evaluation (HRE) as part of staff’s presentation and respond to technical questions pertaining to the project’s environmental review and historic evaluation that arise during the public hearing. OPTIONAL TASK 5. ADDITIONAL CULTURAL HERITAGE COMMITTEE HEARING SUPPORT As an optional task, and upon request by the City, SWCA Lead Architectural Historian Dan Herrick, M.H. C. will prepare for and attend one cultural heritage committee hearing at which the project will be reviewed. OPTIONAL TASK 6. OTHER PUBLIC HEARING SUPPORT As an optional task, and upon request by the City, SWCA Project Manager / Environmental Planner Cassidy Bewley will prepare for and attend an additional public hearing. SWCA will be prepared to present the findings of the environmental analysis and technical reports as part of staff’s presentation and respond to technical questions pertaining to the project’s environmental analysis that arise during the public hearing. This task has been budgeted on a per-hearing basis. 466 Dana St. Waterman Village CEQA Support Change Order #2 Page | 4 SCHEDULE SWCA is prepared to initiate this scope of work immediately after receiving a signed contract. The anticipated timeframes to complete each task as described above are detailed in Tables 1 (MND) and 2 (EIR), below. Please note that these timeframes are just estimates; we are willing to commit to the overall project schedule developed by the City and will provide environmental documentation within the timeframes necessary to maintain the overall project schedule to the extent feasible. Table 1. Schedule if Task 2 is Selected (MND) TASK ESTIMATED COMPLETION PERIOD Project Management and Coordination Ongoing Screencheck IS/MND 2 weeks following authorization from City City staff review of Screencheck IS/MND 2 weeks Draft IS/MND, MMRP, and Notices 2 weeks following City comments on Screencheck IS/MND Draft IS/MND Public Circulation Period 30 days Response to Comments and Final Draft IS/MND 2 weeks following close of public circulation period and receipt of all comments Cultural Heritage Committee Hearing Support TBD – based on City hearing schedules Other Public Hearing Support TBD – based on City hearing schedules TOTAL Approximately 3 months (not including hearings) Table 2. Schedule if Task 3 is Selected (Focused EIR) TASK ESTIMATED COMPLETION PERIOD Project Management and Coordination Ongoing Administrative Draft EIR 45 days following authorization from City City staff review of Admin Draft EIR 3 weeks Public Review Draft EIR, MMRP, and Notices 2 weeks following City comments on Admin Draft EIR Draft EIR Public Circulation Period 45 days Response to Comments and Final Draft EIR 3 weeks following close of public circulation period and receipt of all comments City staff review of Admin Final EIR 2 weeks Final EIR, MMRP, and NOD 2 weeks Cultural Heritage Committee Hearing Support TBD – based on City hearing schedules Other Public Hearing Support TBD – based on City hearing schedules TOTAL Approximately 5-6 months (not including hearings) COST ESTIMATE AND ASSUMPTIONS Based on thoughtful consideration of the project requirements, and a thorough estimate of the attendant labor and direct costs, SWCA’s estimates for completion of the scope of work described above are provided in Tables 3 (MND) and 4 (EIR) below. SWCA will not proceed with any work in excess of the NTE budget without prior authorization to 466 Dana St. Waterman Village CEQA Support Change Order #2 Page | 5 proceed. Table 5 identifies the cost estimates of Optional Task 5 and Optional Task 6, should the City choose to authorize one or both of them. Table 3. Cost Estimate if Task 2 is Selected (MND). TASK LABOR HOURS COST Task 1. Project Management 9 $1,270 Task 2.1 Screencheck and Draft IS/MND, MMRP, Notices 14 $2,090 Task 2.2 Response to Comments and Final Draft IS/MND 15 $2,089 Task 4. Cultural Heritage Committee Hearing Support 15 $2,112 TOTAL (not including Optional Tasks) $7,561 Table 4. Cost Estimate if Task 3 is Selected (Focused EIR). TASK LABOR HOURS COST Task 1. Project Management 30 $4,712 Task 3.1 Administrative Draft EIR 135 $19,980 Task 3.2 Public Review Draft EIR 10 $1,424 Task 3.3 Response to Comments and Final EIR 44 $6,428 Task 4. Cultural Heritage Committee Hearing Support 15 $2,112 TOTAL (not including Optional Tasks) $34,656 Table 5. Cost Estimates for Optional Tasks 5 and 6. TASK LABOR HOURS OTHER EXPENSES COST Optional Task 5. Additional CHC Hearing Support 9 $569.31 $1,946.31 Optional Task 6. Other Public Hearing Support 8 N/A $984 ASSUMPTIONS • SWCA assumes that the recently submitted application materials provided by the Applicant team are generally sufficient to finalize the HRE to the City’s satisfaction. • SWCA assumes no more than 10 substantive comments on the IS/MND will require responses, or no more than 20 substantive comments on the Focused EIR will require responses. Master responses shall be counted as a single response. • SWCA assumes the previously prepared IS, which has been previously reviewed by the City, is adequate to be incorporated into the EIR with no substantial additional review or changes. • The Alternatives analysis assumes no more than two build alternatives will be analyzed. • Task 4 Cultural Heritage Committee Hearing Support assumes attendance by SWCA Project Manager Cassidy Bewley and SWCA Architectural Historian Paula Carr. • SWCA assumes no substantive changes to the project description and/or design will occur after receiving a signed contract for this scope of work. • All documents will be provided in electronic format; hard copies will not be necessary. 466 Dana St. Waterman Village CEQA Support Change Order #2 Page | 6 • SWCA assumes all public hearing attendance will be in-person. If the primary format of the public meeting changes to virtual, SWCA assumes no change in our public hearing support role/tasks. • To accommodate project changes and scheduling, it is assumed that SWCA will be able to utilize the overall project funding and will not be held to task limits so long as the overall budget is not exceeded without client approval. WORK AUTHORIZATION All terms and conditions of the Agreement between the City of San Luis Obispo and SWCA Environmental Consultants (March 15, 2022) and related Attachments are incorporated herein by reference. By signing below, SWCA agrees to complete the scope of work identified above and the City agrees to pay all associated costs pursuant to the payment terms set forth in the Contract. Tyler Corey, Deputy Director City of San Luis Obispo Date Purchase Order 614893 Order Date 08-DEC-2022 Change Order 1 Change Order Date Revision 0 Ordered 29,484.00 USD INCLUDE PURCHASE ORDER NUMBER ON ALL INVOICES & CORRESPONDENCE SEND ALL INVOICES TO AP@SLOCITY.ORG INCLUDE DELIVER TO CITY STAFF CONTACT NAME ON ALL INVOICES Sold To City of San Luis Obispo 990 Palm Street SAN LUIS OBISPO, CA 93401 Supplier SWCA Enviromental Consultants 20 E. Thomas Road, Suite 1700 PHOENIX, AZ 85012MARICOPA Bill To City of San Luis Obispo 990 Palm Street SAN LUIS OBISPO, CA 93401SAN LUIS OBISPO UNITED STATES Ship To 919 Palm Street SAN LUIS OBISPO, CA 93401SAN LUIS OBISPO UNITED STATES Notes USD = US Dollar PSA - 466 Dana St. Waterman Village-Preparation for a scope of work for an Initial Study for a project consisting of 22 affordable residential units on the property of the Rosa Butron Adobe site which is identified as a Master-List Hist Res Customer Account Number Supplier Number Payment Terms Freight Terms FOB Shipping Method 341680 Net 30 Destination Confirm To Deliver To Contact Daniel Clancy Krista Curry Phone 1-805-781-7510 File SWCA Agreement .pdf SWCA Agreement .pdf File SWCA (466 Dana St.) - CDD Invoice #157383.pdf SWCA (466 Dana St.) - CDD Invo File SWCA - PSA (466 Dana St.).pdf SWCA - PSA (466 Dana St.).pdf File SWCA Agreement .pdf SWCA Agreement .pdf File SWCA (466 Dana St.) - CDD Invoice #157383.pdf SWCA (466 Dana St.) - CDD Invo File SWCA - PSA (466 Dana St.).pdf SWCA - PSA (466 Dana St.).pdf Line Item Price Quantity UOM Ordered Taxable 1 PSA - 466 Dana St. Waterman Village-Preparation for a scope of work for an Initial Study for a project consisting of 22 affordable residential units on the property of the Rosa Butron Adobe site which is identified as a Master- List Hist Res 29,484.00 1 Purchase Order 614893 Change Order 1 Line Item Price Quantity UOM Ordered Taxable Attachments Type File Name or URL Title Description File SWCA Agreement .pdf SWCA Agreement .pdf File SWCA (466 Dana St.) - CDD Invoice #157383.pdf SWCA (466 Dana St.) - CDD Invo File SWCA - PSA (466 Dana St.).pdf SWCA - PSA (466 Dana St.).pdf Promised 29,484.00 12/11/2022 Requested 12/11/2022 Requested and Promised Dates correspond to the date of arrival at the Ship-to Location. Line Total 29,484.00 Total 29,484.00 Authorized By: 2 Purchase Order 614893 Proprietary and Confidential Contract Terms and Conditions Purchase Order Terms and Conditions Standard Purchase Order Terms & Conditions 1. Acceptance. By delivering the ordered goods or commencing performance under this Purchase Order, ("Order") supplier agrees to the general terms, specifications, and conditions in or referenced by this document. If supplier and The City of San Luis Obispo ("City") have entered into a contract outside of this Order, the terms and conditions set forth in the contract shall prevail. Supplier's additional or different terms and conditions are expressly excluded from this Order and the City does not agree to such terms or conditions, unless such agreement is made expressly, in writing by the City's authorized representative, or a contract has been signed outside of this Order between the Supplier and The City. 2. Business License & Tax. Supplier must have a valid City of San Luis Obispo business tax certificate prior to the execution of the contract. Additional information regarding the City's business tax program may be obtained by calling (805) 781-7134. 3. Ability to Perform. Supplier warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with any and all federal, state, county, city, and special district laws, ordinances, and regulations. 4. Warranties. Supplier warrants that all goods delivered will be free from defects in workmanship, material, and manufacture; are new (not refurbished or reconditioned) unless otherwise stated in this Order; are of merchantable quality and fit for the purpose intended by the City to the extent that purpose has been disclosed to Supplier; complies with the requirements of this Order; and complies with all applicable laws and regulations. Supplier also warrants that all services performed under this Order shall be rendered in a good and workmanlike manner by skilled personnel in compliance with all applicable laws and regulations. 5. Changes. No change or modification in terms may be made without express authorization, in writing by the City's authorized representative. 6. Delivery. Supplier agrees that time is of the essence to delivery and any other performance required under this Order. No charge for delivery, parcel post, packing, cartage, insurance, license fees, permits, or any other purpose will be paid by the City unless it is expressly included on the face of this Order. Supplier must arrange for the lowest- cost transportation and prepay and add freight to its invoice. If delivery is made by a carrier, an itemized delivery ticket must be attached to the outside of the package. Each container or package must be marked with the Order number. 7. Laws to be Observed. Supplier shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. 8. Payment of Taxes. The contract prices shall include full compensation for all taxes that Supplier is required to pay. 9. Permits and Licenses. Supplier shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. 10. Safety Provisions. Supplier shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety Public and Employee Safety. Whenever Supplier's operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 11. Preservation of City Property. Supplier shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged as a result of Supplier's operations, it shall be replaced or restored at Supplier's expense. The facilities shall be replaced or restored to a condition as good as when the Supplier began work 12. Immigration Act of 1986. Supplier warrants on behalf of itself and all sub-suppliers engaged for the performance of this work that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 13. Supplier Non-Discrimination. In the performance of this work, Supplier agrees that it will not engage in, nor permit such sub-suppliers as it may employ, to engage in discrimination in the employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons. 14. Work Delays. Should Supplier be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the Supplier. 15. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the services provided by Supplier (Net 30). 16. Inspection. Supplier shall furnish City with every reasonable opportunity for City to ascertain that the services of Supplier are being performed in accordance with the requirements and intentions of this contract. All work done and all materials furnished, if any, shall be subject to the City's inspection and approval. The inspection of such work shall not relieve Supplier of any of its obligations to fulfill its contract requirements. 17. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Supplier in preparing its invoices to City as a condition precedent to any payment to Supplier. 18. Interests of Supplier. Supplier covenants that it presently has no interest, and shall not acquire any interest direct or indirect or otherwise, which would conflict in any manner or degree with the performance of the work hereunder. Supplier further covenants that, in the performance of this work, no sub-Supplier or person having such an interest shall be employed. Supplier certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, Supplier shall at all times be deemed an independent Supplier and not an agent or employee of the City. 19. Hold Harmless and Indemnification. (a) Non-design, non-construction Professional Services: To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents ("City Indemnitees"), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels' fees and costs of litigation ("claims"), arising out of the Consultant's performance or Consultant's failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, including the City's active or passive negligence, except for such loss or damage arising from the sole negligence or willful misconduct of the 3 Purchase Order 614893 Proprietary and Confidential City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (b) Non-design, construction Professional Services: To the extent the Scope of Services involve a "construction contract" as that phrase is used in Civil Code Section 2783, this paragraph shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents ("City Indemnitees"), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels' fees and costs of litigation ("claims"), arising out of the Consultant's performance or Consultant's failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, except for such loss or damage arising from the active negligence, sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (c) Design Professional Services: In the event Consultant is a "design professional", and the Scope of Services require Consultant to provide "design professional services" as those phrases are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected officials, officers, employees, volunteers and agents ("City Indemnitees"), from and against all claims, damages, injuries, losses, and expenses including costs, attorney fees, expert consultant and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence, active negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence, recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no event shall the cost to defend charged to Consultant under this paragraph exceed Consultant's proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants are unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs. (d) The review, acceptance or approval of the Consultant's work or work product by any indemnified party shall not affect, relieve or reduce the Consultant's indemnification or defense obligations. This Section survives completion of the services or the termination of this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance. 20. Contract Assignment. Supplier shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 21. Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this Agreement. For termination of any services pursuant to this Agreement, the City's liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor must, unless otherwise directed, cease work and follow the City's directions as to work in progress and finished goods. 22. Termination. If during the term of the contract, the City determines that the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect.Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Contractor's surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof. In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City's Notice of Termination, minus any offset from such payment representing the City's damages from such breach."Reasonable value" includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Contractor shall be based solely on the City's assessment of the value of the work-in-progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City's sole discretion, so as to permit a full and complete accounting of costs.In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal. 23. Ownership of Materials. All original drawings, plan documents and other materials prepared by or in possession of Supplier as part of the work or services under these specifications shall become the permanent property of the City, and shall be delivered to the City upon demand. 24. Release of Reports and Information. Any reports, information, data, or other material is given to, prepared by or assembled by Supplier as part of the work or services under these specifications shall be the property of City, and shall not be made available to any individual or organization by Supplier without the prior written approval of the City. 25. Copies of Reports and Information. If the City requests additional copies of reports, drawings, specifications, or any other material in addition to what Supplier is required to furnish in limited quantities as part of the work or services under these specifications, Supplier shall provide such additional copies as are requested, and City shall compensate Supplier for the costs of duplicating of such copies at the Supplier's direct expense. 26. Insurance. Supplier shall procure and maintain for the duration of the Order insurance that is sufficient in scope and amount to permit Supplier to pay in the ordinary course of business against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by Supplier, its agents, representatives, employees or sub-contractors. Supplier will maintain Workers Compensation insurance at statutory levels covering all employees who perform work under this Order. Additional Public Works Construction Purchase Order Terms & Conditions 1. Compensation for Authorized Additional Expenses. To receive compensation for additional expenses outside the scope of the project work, the Supplier shall obtain prior written authoriza-tion from the City to incur those expenses. Compensa-tion for these addition-al expenses shall include time and materials. 2. Payment Terms. The supplier may request one progress payment each month for work satisfactorily completed and accepted by the City. The City shall issue payment within 30 days. The City shall withhold 10 percent of each progress payment as retention to ensure resolution of any stop notices or liens. The City shall release this retention 35 days after filing a notice of completion. 3. Faithful Performance Bond. The supplier shall furnish a surety bond in the amount of 125 percent of the contract price guaranteeing the faithful performance of the contract, including any attorney's fees or other collection costs. 4. Work in the Right-of-Way or on City Property. For work on City managed property, the supplier/ consultant shall obtain a no-fee encroachment permit. A Traffic Control Plan and Water Pollution Control Plan shall be submitted and approved prior to issuance of the permit unless determined by the City not to be required. 5. Prevailing Wage. The supplier and any subcontractors are required to pay prevailing wage and must be registered with the Department of Industrial Relations pursuant to Section 1725.5 of the Labor Code. 6. Insurance. The supplier shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or dam-ages to property which may arise from or in connection with the performance of the work hereunder by the supplier, its agents, representatives, employees or subs. Minimum Scope of Insurance. Coverage shall be at least as broad as: 4 Purchase Order 614893 Proprietary and Confidential a. Insurance Services Office Commercial General Liability coverage (occurrence form CG 20 10 Prior to 1993 or CG 20 10 07 04 with CG 20 37 10 01 or the exact equivalent as determined by the City). b. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). c. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. Minimum Limits of Insurance. The supplier shall maintain limits no less than: a. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other forms with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. b. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. c. Employer's Liability: $1,000,000 per accident for bodily injury or disease. d. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees, and volunteers; or the supplier shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provi-sions: a. The City, its officers, officials, employees, agents, and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the supplier; products and completed operations of the supplier; premises owned, occupied or used by the supplier; or automobiles owned leased, hired or borrowed by the supplier. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, officials, employees, agents or volunteers. b. For any claims related to this project, the supplier's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insur-ance or self- insurance maintained by the City, its officers, offi-cials, employees, agents or volunteers shall be excess of the supplier's insurance and shall not contribute with it. c. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees, agents or volunteers. d. The supplier's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. e. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. The supplier shall furnish the City with a certificate of insurance showing required coverage. Original endorse-ments affecting general liability and automobile liability coverage are also required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. Subcontractors. The supplier shall include all subcontractors as insured under its policies or shall furnish separate certifi-cates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 5 Purchase Order 616449 Order Date 22-JUN-2023 Change Order 2 Change Order Date 23-FEB-2024 Revision 2 Ordered 51,305.00 USD INCLUDE PURCHASE ORDER NUMBER ON ALL INVOICES & CORRESPONDENCE SEND ALL INVOICES TO AP@SLOCITY.ORG INCLUDE DELIVER TO CITY STAFF CONTACT NAME ON ALL INVOICES Sold To City of San Luis Obispo 990 Palm Street SAN LUIS OBISPO, CA 93401 Supplier SWCA Enviromental Consultants 20 E. Thomas Road, Suite 1700 PHOENIX, AZ 85012MARICOPA Bill To City of San Luis Obispo 990 Palm Street SAN LUIS OBISPO, CA 93401SAN LUIS OBISPO UNITED STATES Ship To 919 Palm Street SAN LUIS OBISPO, CA 93401SAN LUIS OBISPO UNITED STATES Notes USD = US Dollar PSA-466 Dana St. Waterman Peace Village Project consisting of 22 affordable residential units on the Rosa Butron Adobe site. 1. Move funds from PO 614893 2. Additional funds collected of $6447.00 for a total of $35,931. Customer Account Number Supplier Number Payment Terms Freight Terms FOB Shipping Method 341680 Net 30 Destination Confirm To Deliver To Contact Daniel Clancy Krista Curry Phone 1-805-781-7510 File SWCA (466 Dana St. Feb 23) - CDD Invoice #163140.pdf SWCA (466 Dana St. Feb 23) - C File SWCA (466 Dana St. Jan 23) - CDD Invoice #161382.pdf SWCA (466 Dana St. Jan 23) - C File SWCA (466 Dana St. Nov 22) - CDD Invoice #157383.pdf SWCA (466 Dana St. Nov 22) - C File 04.27.23 SWCA-PSA 466 Dana St. Waterman Peace Village.pdf 04.27.23 SWCA-PSA 466 Dana St. File 9.26.22 SWCA-PSA (466 Dana St.) Waterman Peace Village.pdf 9.26.22 SWCA-PSA (466 Dana St. File SWCA Agreement .pdf SWCA Agreement .pdf File SWCA (466 Dana St. Feb 23) - CDD Invoice #163140.pdf SWCA (466 Dana St. Feb 23) - C File SWCA (466 Dana St. Jan 23) - CDD Invoice #161382.pdf SWCA (466 Dana St. Jan 23) - C File SWCA (466 Dana St. Nov 22) - CDD Invoice #157383.pdf SWCA (466 Dana St. Nov 22) - C File 04.27.23 SWCA-PSA 466 Dana St. Waterman Peace Village.pdf 04.27.23 SWCA-PSA 466 Dana St. File 9.26.22 SWCA-PSA (466 Dana St.) Waterman Peace Village.pdf 9.26.22 SWCA-PSA (466 Dana St. File SWCA Agreement .pdf SWCA Agreement .pdf 1 Purchase Order 616449 Change Order 2 Line Item Price Quantity UOM Ordered Taxable 1 PSA-466 Dana St. Waterman Peace Village Project consisting of 22 affordable residential units on the Rosa Butron Adobe site. 1. Move funds from PO 614893 2. Additional funds collected of $6447.00 for a total of $35,931. 51,305.00 Attachments Type File Name or URL Title Description File SWCA (466 Dana St. Feb 23) - CDD Invoice #163140.pdf SWCA (466 Dana St. Feb 23) - C File SWCA (466 Dana St. Jan 23) - CDD Invoice #161382.pdf SWCA (466 Dana St. Jan 23) - C File SWCA (466 Dana St. Nov 22) - CDD Invoice #157383.pdf SWCA (466 Dana St. Nov 22) - C File 04.27.23 SWCA-PSA 466 Dana St. Waterman Peace Village.pdf 04.27.23 SWCA-PSA 466 Dana St. File 9.26.22 SWCA-PSA (466 Dana St.) Waterman Peace Village.pdf 9.26.22 SWCA-PSA (466 Dana St. File SWCA Agreement .pdf SWCA Agreement .pdf Promised 51,305.00 06/26/2023 Requested 06/26/2023 Requested and Promised Dates correspond to the date of arrival at the Ship-to Location. Line Total 51,305.00 Total 51,305.00 2 Purchase Order 616449 Proprietary and Confidential Contract Terms and Conditions Purchase Order Terms and Conditions Standard Purchase Order Terms & Conditions 1.Acceptance.By delivering the ordered goods or commencing performance under this Purchase Order,("Order")supplier agrees to the general terms,specifications,and conditions in or referenced by this document.If supplier and The City of San Luis Obispo ("City")have entered into a contract outside of this Order,the terms and conditions set forth in the contract shall prevail.Supplier's additional or different terms and conditions are expressly excluded from this Order and the City does not agree to such terms or conditions,unless such agreement is made expressly,in writing by the City's authorized representative,or a contract has been signed outside of this Order between the Supplier and The City. 2.Business License &Tax.Supplier must have a valid City of San Luis Obispo business tax certificate prior to the execution of the contract.Additional information regarding the City's business tax program may be obtained by calling (805)781-7134. 3.Ability to Perform.Supplier warrants that it possesses,or has arranged through subcontracts,all capital and other equipment,labor,materials,and licenses necessary to carry out and complete the work hereunder in compliance with any and all federal,state,county,city,and special district laws,ordinances,and regulations. 4.Warranties.Supplier warrants that all goods delivered will be free from defects in workmanship,material,and manufacture;are new (not refurbished or reconditioned)unless otherwise stated in this Order;are of merchantable quality and fit for the purpose intended by the City to the extent that purpose has been disclosed to Supplier;complies with the requirements of this Order;and complies with all applicable laws and regulations.Supplier also warrants that all services performed under this Order shall be rendered in a good and workmanlike manner by skilled personnel in compliance with all applicable laws and regulations. 5.Changes.No change or modification in terms may be made without express authorization,in writing by the City's authorized representative. 6.Delivery.Supplier agrees that time is of the essence to delivery and any other performance required under this Order.No charge for delivery,parcel post,packing,cartage,insurance,license fees, permits,or any other purpose will be paid by the City unless it is expressly included on the face of this Order.Supplier must arrange for the lowest-cost transportation and prepay and add freight to its invoice.If delivery is made by a carrier,an itemized delivery ticket must be attached to the outside of the package.Each container or package must be marked with the Order number. 7.Laws to be Observed.Supplier shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances,regulations and adopted codes during its performance of the work. 8.Payment of Taxes.The contract prices shall include full compensation for all taxes that Supplier is required to pay. 9.Permits and Licenses.Supplier shall procure all permits and licenses,pay all charges and fees,and give all notices necessary. 10.Safety Provisions.Supplier shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety Public and Employee Safety.Whenever Supplier's operations create a condition hazardous to the public or City employees,it shall,at its expense and without cost to the City,furnish,erect and maintain such fences,temporary railings,barricades, lights,signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 11.Preservation of City Property.Supplier shall provide and install suitable safeguards,approved by the City,to protect City property from injury or damage.If City property is injured or damaged as a result of Supplier's operations,it shall be replaced or restored at Supplier's expense.The facilities shall be replaced or restored to a condition as good as when the Supplier began work 12.Immigration Act of 1986.Supplier warrants on behalf of itself and all sub-suppliers engaged for the performance of this work that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 13.Supplier Non-Discrimination.In the performance of this work,Supplier agrees that it will not engage in,nor permit such sub-suppliers as it may employ,to engage in discrimination in the employment of persons because of age,race,color,sex,national origin or ancestry,sexual orientation,or religion of such persons. 14.Work Delays.Should Supplier be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default,act,or omission of the City,or by strikes,fire,earthquake, or any other Act of God,or by the inability to obtain materials,equipment,or labor due to federal government restrictions arising out of defense or war programs,then the time of completion may,at the City's sole option,be extended for such periods as may be agreed upon by the City and the Supplier. 15.Payment Terms.The City's payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the services provided by Supplier (Net 30). 16.Inspection.Supplier shall furnish City with every reasonable opportunity for City to ascertain that the services of Supplier are being performed in accordance with the requirements and intentions of this contract.All work done and all materials furnished,if any,shall be subject to the City's inspection and approval.The inspection of such work shall not relieve Supplier of any of its obligations to fulfill its contract requirements. 17.Audit.The City shall have the option of inspecting and/or auditing all records and other written materials used by Supplier in preparing its invoices to City as a condition precedent to any payment to Supplier. 18.Interests of Supplier.Supplier covenants that it presently has no interest,and shall not acquire any interest direct or indirect or otherwise,which would conflict in any manner or degree with the performance of the work hereunder.Supplier further covenants that,in the performance of this work,no sub-Supplier or person having such an interest shall be employed.Supplier certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City.It is hereby expressly agreed that,in the performance of the work hereunder,Supplier shall at all times be deemed an independent Supplier and not an agent or employee of the City. 19.Hold Harmless and Indemnification. (a)Non-design,non-construction Professional Services:To the fullest extent permitted by law (including,but not limited to California Civil Code Sections 2782 and 2782.8),Consultant shall indemnify, defend,and hold harmless the City,and its elected officials,officers,employees,volunteers,and agents ("City Indemnitees"),from and against any and all causes of action,claims,liabilities,obligations, judgments,or damages,including reasonable legal counsels'fees and costs of litigation ("claims"),arising out of the Consultant's performance or Consultant's failure to perform its obligations under this Agreement or out of the operations conducted by Consultant,including the City's active or passive negligence,except for such loss or damage arising from the sole negligence or willful misconduct of the 3 Purchase Order 616449 Proprietary and Confidential City.In the event the City Indemnitees are made a party to any action,lawsuit,or other adversarial proceeding arising from Consultant's performance of this Agreement,the Consultant shall provide a defense to the City Indemnitees or at the City's option,reimburse the City Indemnitees their costs of defense,including reasonable legal fees,incurred in defense of such claims. (b)Non-design,construction Professional Services:To the extent the Scope of Services involve a "construction contract"as that phrase is used in Civil Code Section 2783,this paragraph shall apply in place of paragraph A.To the fullest extent permitted by law (including,but not limited to California Civil Code Sections 2782 and 2782.8),Consultant shall indemnify,defend,and hold harmless the City, and its elected officials,officers,employees,volunteers,and agents ("City Indemnitees"),from and against any and all causes of action,claims,liabilities,obligations,judgments,or damages,including reasonable legal counsels'fees and costs of litigation ("claims"),arising out of the Consultant's performance or Consultant's failure to perform its obligations under this Agreement or out of the operations conducted by Consultant,except for such loss or damage arising from the active negligence,sole negligence or willful misconduct of the City.In the event the City Indemnitees are made a party to any action,lawsuit,or other adversarial proceeding arising from Consultant's performance of this Agreement,the Consultant shall provide a defense to the City Indemnitees or at the City's option,reimburse the City Indemnitees their costs of defense,including reasonable legal fees,incurred in defense of such claims. (c)Design Professional Services:In the event Consultant is a "design professional",and the Scope of Services require Consultant to provide "design professional services"as those phrases are used in Civil Code Section 2782.8,this paragraph shall apply in place of paragraphs A or B.To the fullest extent permitted by law (including,but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify,defend and hold harmless the City and its elected officials,officers,employees,volunteers and agents ("City Indemnitees"),from and against all claims,damages,injuries, losses,and expenses including costs,attorney fees,expert consultant and expert witness fees arising out of,pertaining to or relating to,the negligence,recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence,active negligence or willful misconduct of the City.Negligence,recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence,recklessness or willful misconduct of Consultant unless adequately corrected by Consultant.In the event the City Indemnitees are made a party to any action, lawsuit,or other adversarial proceeding arising from Consultant's performance of this Agreement,the Consultant shall provide a defense to the City Indemnitees or at the City's option,reimburse the City Indemnitees their costs of defense,including reasonable legal fees,incurred in defense of such claims.In no event shall the cost to defend charged to Consultant under this paragraph exceed Consultant's proportionate percentage of fault.However,notwithstanding the previous sentence,in the event one or more defendants are unable to pay its share of defense costs due to bankruptcy or dissolution of the business,Consultant shall meet and confer with other parties regarding unpaid defense costs. (d)The review,acceptance or approval of the Consultant's work or work product by any indemnified party shall not affect,relieve or reduce the Consultant's indemnification or defense obligations.This Section survives completion of the services or the termination of this contract.The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance. 20.Contract Assignment.Supplier shall not assign,transfer,convey or otherwise dispose of the contract,or its right,title or interest,or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 21.Termination for Convenience.The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor.Should the City terminate this Agreement for convenience,the City shall be liable as follows:(a)for standard or off-the-shelf products,a reasonable restocking charge not to exceed ten (10)percent of the total purchase price;(b)for custom products,the less of a reasonable price for the raw materials,components work in progress and any finished units on hand or the price per unit reflected on this Agreement.For termination of any services pursuant to this Agreement,the City's liability will be the lesser of a reasonable price for the services rendered prior to termination,or the price for the services reflected on this Agreement.Upon termination notice from the City,Contractor must,unless otherwise directed,cease work and follow the City's directions as to work in progress and finished goods. 22.Termination.If during the term of the contract,the City determines that the Contractor is not faithfully abiding by any term or condition contained herein,the City may notify the Contractor in writing of such defect or failure to perform.This notice must give the Contractor a 10 (ten)calendar day notice of time thereafter in which to perform said work or cure the deficiency.If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice,such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect.Thereafter,neither party shall have any further duties,obligations,responsibilities,or rights under the contract except,however,any and all obligations of the Contractor's surety shall remain in full force and effect,and shall not be extinguished,reduced,or in any manner waived by the terminations thereof.In said event,the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City's Notice of Termination,minus any offset from such payment representing the City's damages from such breach."Reasonable value"includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in the Agreement payment schedule;compensation for any other work,services or goods performed or provided by the Contractor shall be based solely on the City's assessment of the value of the work-in-progress in completing the overall work scope.The City reserves the right to delay any such payment until completion or confirmed abandonment of the project,as may be determined in the City's sole discretion,so as to permit a full and complete accounting of costs.In no event,however,shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal. 23.Ownership of Materials.All original drawings,plan documents and other materials prepared by or in possession of Supplier as part of the work or services under these specifications shall become the permanent property of the City,and shall be delivered to the City upon demand. 24.Release of Reports and Information.Any reports,information,data,or other material is given to,prepared by or assembled by Supplier as part of the work or services under these specifications shall be the property of City,and shall not be made available to any individual or organization by Supplier without the prior written approval of the City. 25.Copies of Reports and Information.If the City requests additional copies of reports,drawings,specifications,or any other material in addition to what Supplier is required to furnish in limited quantities as part of the work or services under these specifications,Supplier shall provide such additional copies as are requested,and City shall compensate Supplier for the costs of duplicating of such copies at the Supplier's direct expense. 26.Insurance.Supplier shall procure and maintain for the duration of the Order insurance that is sufficient in scope and amount to permit Supplier to pay in the ordinary course of business against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by Supplier,its agents,representatives,employees or sub-contractors. Supplier will maintain Workers Compensation insurance at statutory levels covering all employees who perform work under this Order. Additional Public Works Construction Purchase Order Terms & Conditions 1.Compensation for Authorized Additional Expenses.To receive compensation for additional expenses outside the scope of the project work,the Supplier shall obtain prior written authoriza-tion from the City to incur those expenses.Compensa-tion for these addition-al expenses shall include time and materials. 2.Payment Terms.The supplier may request one progress payment each month for work satisfactorily completed and accepted by the City.The City shall issue payment within 30 days.The City shall withhold 10 percent of each progress payment as retention to ensure resolution of any stop notices or liens.The City shall release this retention 35 days after filing a notice of completion. 3.Faithful Performance Bond.The supplier shall furnish a surety bond in the amount of 125 percent of the contract price guaranteeing the faithful performance of the contract,including any attorney's fees or other collection costs. 4.Work in the Right-of-Way or on City Property.For work on City managed property,the supplier/consultant shall obtain a no-fee encroachment permit.A Traffic Control Plan and Water Pollution Control Plan shall be submitted and approved prior to issuance of the permit unless determined by the City not to be required. 5.Prevailing Wage.The supplier and any subcontractors are required to pay prevailing wage and must be registered with the Department of Industrial Relations pursuant to Section 1725.5 of the Labor Code. 6.Insurance.The supplier shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or dam-ages to property which may arise from or in connection with the performance of the work hereunder by the supplier,its agents,representatives,employees or subs. Minimum Scope of Insurance.Coverage shall be at least as broad as: 4 Purchase Order 616449 Proprietary and Confidential a.Insurance Services Office Commercial General Liability coverage (occurrence form CG 20 10 Prior to 1993 or CG 20 10 07 04 with CG 20 37 10 01 or the exact equivalent as determined by the City). b.Insurance Services Office form number CA 0001 (Ed.1/87)covering Automobile Liability,code 1 (any auto). c.Workers'Compensation insurance as required by the State of California and Employer's Liability Insurance. Minimum Limits of Insurance.The supplier shall maintain limits no less than: a.General Liability:$1,000,000 per occurrence for bodily injury,personal injury and property damage.If Commercial General Liability or other forms with a general aggregate limit is used,either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. b.Automobile Liability:$1,000,000 per accident for bodily injury and property damage. c.Employer's Liability:$1,000,000 per accident for bodily injury or disease. d.Deductibles and Self-Insured Retentions.Any deductibles or self-insured retentions must be declared to and approved by the City.At the option of the City,either:the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City,its officers,officials,employees,and volunteers;or the supplier shall procure a bond guaranteeing payment of losses and related investigations,claim administration and defense expenses. Other Insurance Provisions.The general liability and automobile liability policies are to contain,or be endorsed to contain,the following provi-sions: a.The City,its officers,officials,employees,agents,and volunteers are to be covered as insureds as respects:liability arising out of activities performed by or on behalf of the supplier;products and completed operations of the supplier;premises owned,occupied or used by the supplier;or automobiles owned leased,hired or borrowed by the supplier.The coverage shall contain no special limitations on the scope of protection afforded to the City,its officers,officials,employees,agents or volunteers. b.For any claims related to this project,the supplier's insurance coverage shall be primary insurance as respects the City,its officers,officials,employees,agents,and volunteers.Any insur-ance or self- insurance maintained by the City,its officers,offi-cials,employees,agents or volunteers shall be excess of the supplier's insurance and shall not contribute with it. c.Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City,its officers,officials,employees,agents or volunteers. d.The supplier's insurance shall apply separately to each insured against whom claim is made or suit is brought,except with respect to the limits of the insurer's liability. e.Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended,voided,canceled by either party,reduced in coverage or in limits except after thirty (30)days' prior written notice by certified mail,return receipt requested,has been given to the City. Acceptability of Insurers.Insurance is to be placed with insurers with a current A.M.Best's rating of no less than A:VII. Verification of Coverage.The supplier shall furnish the City with a certificate of insurance showing required coverage.Original endorse-ments affecting general liability and automobile liability coverage are also required by this clause.The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf.All endorsements are to be received and approved by the City before work commences. Subcontractors.The supplier shall include all subcontractors as insured under its policies or shall furnish separate certifi-cates and endorsements for each subcontractor.All coverages for subcontractors shall be subject to all of the requirements stated herein. 5 City of San Luis Obispo, Community Development, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7170, slocity.org Planning Services Authorization PROJECT TITLE: 466 Dana Street, Waterman Peace Village APPLICANT: SmartShare Housing Solutions – Anne Wyatt (Representative), Vicki van den Eikhof (Authorized Representative) APPLICANT ADDRESS: 466 Dana Street, San Luis Obispo, CA 93401 PROJECT DESCRIPTION: Additional CHC Hearing Support PROCESSING FEES: 1. Consultant Fee (Firm: SWCA)….…........................................................ $1946.31 (Revenue Account 701-0000-21012) 2. Total Fees …………………………………………………………….……. $1946.31 Authorization and Assurances The cost to the applicant for consultant services (as stated in line 1 above) is based on the Scope of Work for Ongoing CEQA Support, for the project as detailed in the "466 Dana Street Ongoing CEQA Support Change Order 2", consultant scope of work. Date Tyler Corey, Deputy Director As applicant for this project, I hereby accept the fees for Ongoing CEQA Support and agree to deposit with the City of San Luis Obispo Community Development Department, the amount shown on line 2 above. Upon receipt of this sum, the Community Development Director is authorized to employ a qualified consultant to complete work as detailed in "466 Dana Street Ongoing CEQA Support Change Order 2" consultant scopes of work. Date Anne Wyatt I Community Development --------- 919 Palm Street, San Luis Obispo, CA 93401-3218 805.781.7170 Planning Services Authorization PROJECT TITLE: 466 Dana Street, Waterman Peace Village APPLICANT: SmartShare Housing Solutions -Anne Wyatt (Representative) -Vicki van den Eikhof (Authorized Representative) APPLICANT ADDRESS: 466 Dana Street, San Luis Obispo, CA 93401 PROJECT DESCRIPTION: Under this authorization, consultant will address all comments received on the Administrative Draft IS and incorporate revisions based on the updated project materials. Consultant will provide a Screencheck IS/Mitigated Negative Declaration (IS/MND) for City staff to review along with a Draft Mitigation Monitoring and Reporting Program (MMRP), which will identify each mitigation measure, the appropriate milestone or timing to implement the measure, the responsible party, and any reporting/verification requirements. After the close of the 30-day public comment period on the Draft IS/MND, consultant will review agency and public comments received by the City. These services include Project Management and Coordination of associated tasks, and Public Hearing Support. PROCESSING FEES: 1.Consultant Fee (Firm: SWCA) ...................................................... $7,561.00 (Revenue Account 701-0000-21012) 2.Total Fees ............................................................................ $7,561.00 Authorization and Assurances The cost to the applicant for consultant services (as stated in line 1 above) is based on the Scope of Work for Ongoing CEQA Support, for the project as detailed in the "466 Dana Street Ongoing CEQA Support Change Order 2", consultant scope of work. Februruy 8, 2024 Date Tyler Corey, Deputy Community Development Director As applicant for this project, I hereby accept the fees for Ongoing CEQA Support and agree to deposit with the City of San Luis Obispo Community Development Department, the amount shown on line 2 above. Upon receipt of this sum, the Community Development Director is authorized to employ a qualified consultant to complete work as detailed in "466 Dana Street Ongoing CEQA Support Change Order 2" consultant scopes of work. Date •I zrOt�\t --Arme-Wyatt 7 � 2• o N 2-A- Lt '.e.. 23-PIP-18487 City of San Luis Obispo Upon HCD Approval $750,000.00 STATE OF CALIFORNIA - DEPARTMENT OF GENERAL SERVICES STANDARD AGREEMENT STD 213 (Rev. 04/2020) AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (if applicable) 1. This Agreement is entered into between the Contracting Agency and the Contractor named below: CONTRACTING AGENCY NAME DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT CONTRACTOR'S NAME 2. The term of this Agreement is: START DATE 06/30/2027 THROUGH END DATE 3. The maximum amount of this Agreement is: 3 4. The parties agree to comply with the terms and conditions of the following exhibits, which are by this reference made a part of the Agreement. EXHIBITS TITLE Exhibit A Authority, Purpose and Scope of Work Exhibit B Budget Detail and Payment Provisions Exhibit C* State of California General Terms and Conditions Exhibit D PIP Terms and Conditions Exhibit E Program-Specific Provisions and Special Conditions PAGES 5 12 3 GTC - 04/2017 TOTAL NUMBER OF PAGES ATTACHED 23 https://www.dgs.ca.gov/OLS/ResourcesThese documents can be viewed at Items shown with an asterisk (*), are hereby incorporated by reference and made part of this agreement as if attached hereto. CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership,etc.) IN WITNESS WHEREOF, THIS AGREEMENT HAS BEEN EXECUTED BY THE PARTIES HERETO. CONTRACTOR CONTRACTOR BUSINESS ADDRESS 990 Palm Street City of San Luis Obispo CITY STATE ZIP San Luis Obispo CA 93401 PRINTED NAME OF PERSON SIGNING TITLE DATE SIGNEDCONTRACTOR AUTHORIZED SIGNATURE STATE OF CALIFORNIA CONTRACTING AGENCY NAME Department of Housing and Community Development STATE ZIPCITYCONTRACTING AGENCY ADDRESS 651 Bannon Street Sacramento CA 95811 PRINTED NAME OF PERSON SIGNING TITLE Contract Services Section Manager DATE SIGNEDCONTRACTING AGENCY AUTHORIZED SIGNATURE California Department of General Services Approval (or exemption, if applicable) Exempt per; SCM Vol. 1 4.04.A.3 (DGS memo dated 06/12/1981) SCO ID: Type text here Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 12/17/2024 Whitney McDonald City Manager City of San Luis Obispo 23-PIP-18487 Page 1 of 3 EXHIBIT A Prohousing Incentive Program (PIP) NOFA Date: 01/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 AUTHORITY, PURPOSE AND SCOPE OF WORK 1. Authority Pursuant to Health and Safety Code section 50470, subdivision (b)(2)(C)(i), the State of California Department of Housing and Community Development (the “Department” or “State”) has established the Prohousing Incentive Program (“PIP” or the “Program” as defined in Attachment C of the Guidelines) for Local Governments and Localities. This Standard Agreement, along with all its exhibits (the “Agreement”), is entered into under the authority of, and in furtherance of, the purpose of the Program. Pursuant to Health and Safety Code Section 50470, subdivision (d) (“PIP Statute”), the Department has issued the Prohousing Incentive Program Guidelines and Notice of Funding Availability (“NOFA”) dated January 23, 2024, to govern administration of the fund and carry out the Program. 2. Purpose In accordance with the authority cited above, the Grantee has been awarded financial assistance in the form of a grant from the Program. The Department has agreed to make the grant to provide financial assistance to accelerate housing production for housing related projects and programs that assist in addressing the unmet housing needs of their local communities pursuant to the terms of the PIP Statute, Guidelines and NOFA, and Permanent Local Housing Allocation (PLHA) Statute and Guidelines, and this Agreement. By entering into this Agreement and thereby accepting the award of the Program funds, the Grantee agrees to comply with the terms and conditions of the PIP Statute, Guidelines and NOFA, and PLHA Statute and Guidelines, and this Agreement, the representations contained in the application, and the requirements of the authority cited above. Based on the representations made by the Grantee, the State shall provide a grant in the amount shown in Exhibit B, Section 2, Grant and Reimbursement Limit. 3. Definitions Terms not otherwise defined herein shall have the same meaning as definitions set forth in Health and Safety Code Section 50470 and Attachment C of the PIP Guidelines and Definition Section (Section 101) of the PLHA Guidelines. 4. Scope of Work Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 3 EXHIBIT A Prohousing Incentive Program (PIP) NOFA Date: 01/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 The “Scope of Work” or “Work” for this Agreement shall be used to accelerate housing production for housing related projects and programs that assist in addressing the unmet housing needs of their local communities. Uses shall consist of one or more of the eligible uses described in Guidelines set forth in the PIP Application, Exhibit E of this Agreement and any other supplemental forms prescribed by the Department in full accordance with this Agreement, PIP Guidelines and PLHA Guidelines Section 301. Where eligible uses in PIP Guidelines Section 601 differ from PLHA Guidelines Section 301, the Department will defer to PLHA Guidelines except for eligible uses 7 (accessibility modifications) and 10 (fiscal incentives). A Local government that receives an allocation shall use no more than five percent of the allocation for costs related to the administration of the Activity(ies) for which the allocation was made. Staff and overhead costs directly related to carrying out the eligible activities described in the PIP and PLHA Statute and Guidelines are “activity costs” and not subject to the cap on “administrative costs.” A Local government may share any funds available for administrative costs with entities that are administering its allocation. The Scope of Work may in no event be revised or altered without the Department’s prior written consent and approval, and such consent and approval is within the Department’s sole and absolute discretion. The Department reserves the right, but assumes no obligation, to review and approve any and all Work. 5. Department Contract Coordinator The Department’s Contract Coordinator of this Agreement is the Housing Policy Development Senior Program Manager, or the Manager’s designee. Unless otherwise informed, any notice, report, or other communication required by this Agreement shall be sent by email to the Department Contract Coordinator at ProhousingIncentive@hcd.ca.gov. 6. Grantee Contract Coordinator The Grantee’s Contract Coordinator for this Agreement is the Authorized Representative listed below. Authorized Representative Name: Timothea Tway Authorized Representative Title: Director of Community Development Department Agency Name: City of San Luis Obispo Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 3 EXHIBIT A Prohousing Incentive Program (PIP) NOFA Date: 01/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 Address: 990 Palm Street San Luis Obispo, CA 93401 Phone Number: (805)781-7187 Email Address: ttway@slocity.org Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 1 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 BUDGET DETAIL AND PAYMENT PROVISIONS 1. Application for Funds A. Grantee has submitted to the Department an Application for a Grant under the Program. The Department is entering into this Agreement on the basis of, and in reliance on fact, information, assertions and representations contained in the Application and any subsequent modifications or additions thereto approved by the Department. The Application and any approved modifications and additions thereto are hereby incorporated into this Agreement. B. The Grantee warrants that all information, facts, assertions, and representations contained in the Application and approved modifications and additions thereto are true, correct, and complete to the best of the Grantee’s knowledge. In the event that any part of the Application and any approved modification and addition thereto is untrue, incorrect, incomplete, or misleading, in such a manner that would substantially affect the Department's approval, disbursement, reimbursement, or monitoring of the funding and the grant or activities governed by this Agreement, the Department may declare a breach hereof and take such action or pursue such remedies as are provided for breach hereof. 2. Grant and Reimbursement Limit The Department’s decision to approve or deny an application or request for funding pursuant to the Program, and its determination of the amount of funding provided, shall be final. The maximum total amount granted and disbursable to the Grantee pursuant to this Agreement shall not exceed $750,000.00. 3. Grant Timelines A. This Agreement is effective upon approval by all parties and the Department, which is evidenced by the date signed by the Department on page one, Standard Agreement, STD 213 (the “Effective Date”). B. The grant term begins on the day the Department and the grantee have fully executed the Standard Agreement as described in Exhibit D(1). C. All reimbursement requests for Grant funds must be submitted to the Department no later than March 30, 2026. D. Upon completion of all deliverables within the Standard Agreement and prior to processing final invoicing, the awardee shall submit a Close Out Report. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 E. The Grantee shall deliver to the Department all supporting documents of Work performed on or before March 30, 2026, to ensure meeting the June 30, 2026, expenditure deadline. Under special circumstances, as determined by the Department, the Department may modify the March 30, 2026, reimbursement deadline but may not go beyond the expenditure deadline. F. It is the responsibility of the Grantee to monitor the project and timeliness of requests for reimbursement before the expenditure deadline. G. The grant term ends on June 30, 2027. 4. Conditions of Reimbursement A. The Department shall not award or disburse funds unless it determines that the grant funds shall be expended in compliance with the terms and provisions of the Guidelines, the NOFA, and this Agreement. B. Grant funds shall only be used by the Grantee for project activities approved by the State that involve the preparation and adoption of project activities as stated in the Scope of Work. C. A Grantee that receives funds under this Program may use a subcontractor. The subcontractor shall provide for compliance with all the requirements of the Program. The subcontract shall not relieve the Grantee of its responsibilities under the Program. D. After the contract has been executed by the Department and all parties, approved and eligible costs for eligible activities may be reimbursed for the project(s) upon completion of deliverables as set forth in the PIP Application, Exhibit E of this Agreement, and any other supplemental forms prescribed by the Department and subject to the terms and conditions of this Agreement. Applicants may request disbursements in advance of activity initiation under unique and/or unusual circumstances including but not limited to feasibility, lack of resources, or unavailability of funds. E. Only approved and eligible costs incurred for work after the NOFA date, continued past the date of execution and acceptance of the Standard Agreement and completed during the grant term until the expenditure deadline will be reimbursable. F. Approved and eligible costs incurred prior to the NOFA date are ineligible, unless otherwise approved by the Department. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 G. The Contractor may request that eligible uses or grant funds may be revised without an amendment to this Agreement. This request must be made in writing to HCD and shall be effective only upon written HCD approval. HCD’s decision to approve or deny any such request shall be final. 5. Performance The Grantee shall take such actions, pay such expenses, and do all things necessary to complete the scope of work and within the terms and conditions 6. Fiscal Administration A. The Grantee is responsible for maintaining records which fully disclose the activities funded by the PIP grant. Adequate documentation for each reimbursable transaction shall be maintained to permit the determination, through an audit if requested by the State, of the accuracy of the records and the allowability of expenditures charged to Prohousing Incentive Program grant funds. If the allowability of expenditure cannot be determined because records or documentation are inadequate, the expenditure may be disallowed, and the State shall determine the reimbursement method for the amount disallowed. The State’s determination of the allowability of any expense shall be final. B. Prior to receiving grants, the Grantee shall submit the following documentation: 1) Government Agency Taxpayer ID Form (GovTIN; Fi$cal form). 2) A Request for Funds on a form and manner provided by the Department; and 3) Any and all additional documentation that may be requested by the Department in the prescribed form and manner. C. Grant fund payment will be made on a reimbursement basis. Project invoices will be submitted to the Department by the grantee on a quarterly basis or, if earlier, upon completion of deliverables. D. The Department recognizes that budgeted deliverable amounts are based upon estimates. Grantees may request, in writing, a budget adjustment across deliverables subject to written approval by the Department, as long as the total budget does not exceed the maximum amount awarded to the Grantee. E. Work must be completed prior to requesting reimbursement, unless otherwise approved by the Department. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 4 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 F. Grant funds cannot be reimbursed until this Standard Agreement has been fully executed. G. The Grantee will be responsible for compiling all invoices and supporting documentation and reporting documents. Invoices must be accompanied by reporting materials where appropriate. Invoices without the appropriate reporting materials will not be paid. Failure to provide requested documentation to HCD could result in exclusion from consideration for grants in future program years. H. Supporting documentation may include but is not limited to purchase orders, receipts, progress payments, subcontractor invoices, timecards, or any other documentation as deemed necessary by the Department to support the reimbursement to the Grantee for expenses in accordance with the Grantee’s PIP Application and the PIP Guidelines. I. The Grantee will submit documentation to the Department detailing actual costs incurred, which must be based on clear and completed objectives and deliverables as outlined in the PIP Application, Exhibit E of this Agreement, and any other supplemental forms prescribed by the Department J. In unique and/or unusual circumstances, the Department may consider alternative arrangements (e.g., disbursements in advance of activity initiation) to reimbursement and payment methods. Unusual circumstances include but are not limited to feasibility, unavailable funds or lack of resources and substantial progress in expenditure. K. The Department may withhold Grant funds until the grant terms have been fulfilled. L. The Department may withhold eligible Program Grants in future program years until terms of this Agreement have been fulfilled to the satisfaction of the Department. 7. Budget Contingency Clause A. The Department’s provision of funding to Grantee pursuant to this Agreement is contingent on the continued availability of PIP funds and continued state authorization for PIP activities. The Department’s provision of funding is subject to amendment or termination due to lack of funds or proper authorization. This Agreement is subject to written modification or termination, as necessary, by the Department in accordance with requirements contained in any future state legislation and/or regulations. If funding for any fiscal year is reduced or deleted Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 5 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 for purposes of this program, the Department shall have the sole discretion to cancel this Agreement without cause, no liability occurring to the Department, or amend the current Agreement and amount allocated to Grantee. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 1 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 PIP TERMS AND CONDITIONS 1. Effective Date, Commencement of Work This Agreement is effective upon the date of the Department representative’s signature on page one of the full executed Standard Agreement, STD 213. Grantee agrees that work under this Agreement shall not commence until execution of the STD 213, (the “Effective Date”). 2. Strict Compliance Grantee will strictly comply with the terms, conditions and requirements of the PIP Statute, Guidelines and NOFA, and PLHA Statute and Guidelines, and this Agreement. 3. Contractor’s Application for Funds A. Grantee has submitted to the Department an Application for a Grant under the Program. B. Grantee warrants that all information, facts, assertions and representations contained in the Application and approved modifications and additions thereto are true, correct, and complete to the best of Grantee’s knowledge. 4. Eligible Activities A. Grant funds awarded to the Grantee and expended by either the Grantee or any entity to which Grantee awards funds shall be used for the eligible activities set forth in Exhibit A(4). The following additional requirements shall apply: B. Each Grantee shall submit a Plan contained in Exhibit E detailing: 1) The manner in which allocated funds will be used for eligible activities. 2) A description of how the Plan is consistent with the programs set forth in the Local government’s Housing Element. 3) The following for each proposed Activity: a) A description of each proposed Activity and the percentage of funding allocated to it. b) A description of major steps/actions and a proposed schedule required for the implementation and completion of the Activity. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 c) Where applicable, the period of affordability and level of affordability for each Activity. Rental Projects are required to have affordability periods of at least fifty-five years. C. If funds are used for the acquisition, construction, or rehabilitation of for-sale housing projects or units within for-sale housing projects, the grantee shall record a deed restriction against the property that will ensure compliance with one of the following requirements if the property is no longer the primary residence of the homeowner due to sale, transfer or lease, unless it is in conflict with the requirements of another public funding source or law: 1) PIP loan and any interest thereon shall be reused consistent with the Eligible Activities specified in Exhibit A(4); or, 2) The initial owner and any subsequent owner shall sell the home at an Affordable housing cost to a qualified Lower-Income or Moderate- Income household; or, 3) The homeowner and the Local government shall share the equity in the unit pursuant to an equity-sharing agreement. The grantee shall reuse the proceeds of the equity-sharing agreement consistent with the Eligible Activities specified in Exhibit A(4). D. If funds are used for the development of an affordable rental housing project, and the Local government makes the PIP assistance in the form of a loan to the Sponsor of the project, the loan shall be evidenced through a Promissory Note secured by a Deed of Trust. E. If funds are used as a loan, Grantees are required to implement a program income reuse plan describing how repaid loans and any interest thereon shall be reused for Eligible Activities specified in Exhibit A(4). 5. Scope of Work Revisions and Terms/Amendments A. Adjustments to the terms within this Agreement must be completed as a contract amendment. Contract amendments must be approved by the Department prior to implementation. If approved, contract amendments shall automatically be deemed a part of, and incorporated into, this Agreement. Approval shall be provided in writing, as appropriate. Contract amendments shall include but not be limited to: 1) Changes in the total grant amount; Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 2) Changes in Payee(s); 3) Changes in the expiration date of this Agreement; 4) Changes to the grant term date; 5) Changes to the Reimbursement Deadline. B. Revisions to the Scope of Work that may not require a contract amendment will be subject to the review and approval of the Housing Policy Development Senior Program Manager, or Manager’s Designee. Such revisions must be approved by the Department prior to implementation. Approval shall be provided in writing, as appropriate. Adjustments to the Scope of Work (Exhibit E) shall include but not be limited to: 1) An increase or reduction of activity scope; 2) Changes to or reallocations among activities that do not change the total award amount; 3) Changes in affordability and level of affordability for each activity; 4) Changes to activity start and/or completion dates. 6. Core Practices A Grantee or Subrecipient must provide eligible activities in a manner consistent with the housing first practices described in California Code of Regulations, title 25, section 8409(b)(1)-(6). A Grantee or Subrecipient allocated funds for eligible activities that provide permanent housing shall incorporate the core components of Housing First as provided in Section 8255(b) of the Welfare and Institutions Code. 7. Monitoring Grant Activities A. Grantee shall monitor the activities selected and awarded by them to ensure compliance with PIP requirements. An onsite monitoring visit of Subrecipients and any other service providers may occur whenever determined necessary by the Grantee, but at least once during the Grant period. B. The Department will monitor the performance of the Grantee based on a risk assessment and according to the terms of this Agreement. The Department may Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 4 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 also monitor any Subrecipients of the Grantee as the Department deems appropriate based on a risk assessment. C. As requested by the Department, the Grantee shall submit to the Department all PIP monitoring documentation necessary to ensure that Grantee and its Subrecipients are in continued compliance with PIP requirements. Such documentation requirements and the submission deadline shall be provided by the Department at the time such information is requested from the Grantee. 8. Reporting/Audits A. During the term of the Standard Agreement, the Department may request a performance report that demonstrates satisfaction of all requirements identified in the Standard Agreement and other Program requirements with emphasis on eligible activities, eligible uses, ineligible uses, and expenditures, according to timelines and budgets referenced herein. B. Grantees shall submit a report, in the form and manner prescribed by the Department, by April 1 of the year following the receipt of funds, and annually thereafter until funds are expended. The annual report shall contain a detailed report which must include, at a minimum: 1) Identification of the Eligible Activities to which the Grantee committed program funds, and the income levels of households assisted; 2) Amounts awarded to Subrecipients with the activity(ies) identified; 3) Identification of the Eligible Activities upon which the Contractor expended program funds, and the income levels of households assisted and the affordability level for any units assisted; and 4) Close out report for contracts that were fully expended and in which all activities funded were completed during the fiscal year. C. The Department may request additional information, as needed. D. At any time during the term of the Standard Agreement, the Department reserves the right to perform or cause to be performed a financial audit. At the Department’s request, the Contractor shall provide, at its own expense, a financial audit prepared by a certified public accountant. The State of California has the right to review project documents and conduct audits during and over the project life. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 5 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 E. If a financial audit is required by the Department, the audit shall be performed by an independent certified public accountant. Selection of an independent audit firm shall be consistent with procurement standards contained in 24 CFR 85.36. 1) The Contractor shall notify the Department of the auditor's name and address immediately after the selection has been made. The contract for the audit shall allow access by the Department to the independent auditor's working papers. 2) The Contractor is responsible for the completion of audits and all costs of preparing audits. 3) If there are audit findings, the Contractor must submit a detailed response acceptable to the Department for each audit finding within ninety (90) days from the date of the audit finding report. 9. Retention and Inspection Records A. The Contractor is responsible for maintaining records, which fully disclose the activities funded by the Grant. Adequate documentation of each transaction shall be maintained to permit the determination, through an audit if requested by the State, of the accuracy of the records and the allowability of expenditures charged to Grant funds. B. The Grantee, its staff, contractors and subcontractors shall establish and maintain an accounting system and reports that properly accumulate incurred project costs by line. The accounting system shall conform to Generally Accepted Accounting Principles (GAAP), enable the determination of incurred costs at interim points of completion, and provide support for payment vouchers and invoices. C. The Eligible Applicant shall maintain documentation of its normal procurement policy and competitive bid process (including the use of sole source purchasing), and financial records of expenditures incurred during the project in accordance with GAAP. D. The Eligible Applicant must establish a separate ledger account for receipts and expenditures of grant funds and maintain expenditure details in accordance with the scope of work, project timeline and budget. Separate bank accounts are not required. E. The Contractor agrees that the Department or its designee shall have the right to review, obtain, and copy all records and supporting documentation pertaining to Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 6 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 performance of this Agreement. The Contractor agrees to provide the Department or its designee, with any relevant information requested. 1) The Contractor agrees to permit the Department or its designee access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees who might reasonably have information related to such records and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with the PLHA Statutes, the NOFA, and this Agreement. F. The Contractor further agrees to retain all records for a period of five years after the end of the term of this Agreement: 1) If any litigation, claim, negotiation, audit, monitoring, inspection or other action has been started before the expiration of the required record retention period, all records must be retained until completion of the action and resolution of all issues, which arise from it. 2) The Contractor also agrees to include in any contract that it enters in an amount exceeding $10,000, the Department’s right to audit the contractor’s records and interview their employees. The Contractor shall comply with the caveats and be aware of the penalties for violation of fraud and for obstruction of investigation as set forth in California Public Code Section 10115.10. G. The determination by the Department of the eligibility of any expenditure shall be final. If the eligibility of any expenditure cannot be determined because records or documentation are inadequate, the expenditure may be disallowed, and the Department shall determine the reimbursement method for the amount disallowed. H. The Contractor shall retain all books and records relevant to this Agreement for a minimum of five years after the end of the term of this Agreement. Records relating to any and all audits or litigation relevant to this Agreement shall be retained for five years after the conclusion or resolution of the matter. I. Subcontractors employed by the Grantee and paid with moneys under the terms of this Standard Agreement shall be responsible for maintaining accounting records as specified above. The Grantee shall monitor and enforce subcontracts accordingly. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 7 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 10. Breach and Remedies of Non-Performance A. The Department may monitor expenditures and activities of an applicant, as the Department deems necessary, to ensure compliance with Program requirements. B. Any dispute concerning a question of fact arising under this Standard Agreement that is not disposed of by agreement shall be decided by the Department’s Housing Policy Development Manager, or the Manager’s designee, who may consider any written or verbal evidence submitted by the Grantee. The decision of the Department’s Housing Policy Development Manager or Designee shall be the Department’s final decision regarding the dispute. C. Neither the pendency of a dispute nor its consideration by the Department will excuse the Grantee from full and timely performance in accordance with the terms of this Standard Agreement. D. In the event that it is determined, at the sole discretion of the Department, that the Grantee is not meeting the terms and conditions of the Standard Agreement, immediately upon receiving a written notice from the Department to stop work, the Grantee shall cease all work under the Standard Agreement. The Department has the sole discretion to determine that the Grantee meets the terms and conditions after a stop work order, and to deliver a written notice to the Grantee to resume work under the Standard Agreement. E. Both the Grantee and the Department have the right to terminate the Standard Agreement at any time upon 30 days written notice. The notice shall specify the reason for early termination and may permit the Grantee or the Department to rectify any deficiency(ies) prior to the termination date. The Grantee will submit any requested documents to the Department within 30 days of the early termination notice. F. At any time, if the Department finds the applicant falsely proposed information in the application or as part of the application review, including documentation related to incentive payments (e.g., affordability, enhancements), the Department may require the repayment of funds or decline reimbursement. G. The Department may, as it deems appropriate or necessary, require the repayment of funds from a grantee, or pursue any other remedies available to it by law for failure to comply with Program requirements (Health and Safety Code section 50515.04(e). H. The following shall constitute a breach of this Agreement: Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 8 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 1) Grantee’s failure to comply with any of the terms and conditions of this Agreement. 2) Use of, or permitting the use of, grant funds provided under this Agreement for any ineligible costs or for any activity not approved under this Agreement. 3) Any failure to comply with the deadlines set forth in this Agreement unless approved by the Program Manager. I. In addition to any other remedies that may be available to the Department in law or equity for breach of this Agreement, the Department may at its discretion, exercise the following remedies: 1) Disqualify the Grantee from applying for future Program Funds or other Department administered grant programs; 2) Revoke existing PIP award(s) to the Grantee; 3) Decline reimbursement of funds; 4) Require the return of unexpended Program funds disbursed under this Agreement; 5) Require repayment of Program funds disbursed and expended under this Agreement; 6) Require the immediate return to the Department of all funds derived from the use of Program funds including, but not limited to recaptured funds and returned funds; 7) Seek, in a court of competent jurisdiction, an order for specific performance of the obligation defaulted upon, or the appointment of a receiver to complete the obligations in accordance with the PIP requirements; and 8) Other remedies available at law, or by and through this Agreement. J. All remedies available to the Department are cumulative and not exclusive. K. The Department may give written notice to the Grantee to cure the breach or violation within a period of not less than fifteen (15) days. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 9 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 11. Termination A. The Department may terminate this Agreement at any time for cause by giving a minimum of thirty days’ notice of termination, in writing, to the Grantee. Cause shall consist of, violations of any terms and/or special conditions of this Agreement, the PIP Statutes, Guidelines or NOFA. Upon termination of this Agreement, unless otherwise approved in writing by the Department, any unexpended funds received by the Grantee shall be returned to the Department within thirty days of the notice of termination. B. This Agreement is subject to any additional restrictions, limitations or conditions, or statute, regulations or any other laws, whether federal or those of the State of California, or of any agency, department, or any political subdivision of the federal or the State of California governments, which may affect the provisions, terms or funding of this Agreement in any manner. C. The Department has the option to terminate this Agreement under the thirty-day cancellation clause or to amend this Agreement to reflect any reduction of funds. 12. Waivers No waiver of any breach of this Agreement shall be held to be a waiver of any prior or subsequent breach. The failure of the Department to enforce at any time the provisions of this Agreement, or to require at any time, performance by the Grantee of these provisions, shall in no way be construed to be a waiver of such provisions nor to affect the validity of this Agreement or the right of the Department to enforce these provisions. 13. Relocation Grantee shall comply with all requirements of applicable California relocation law (Gov. Code, § 7260 et seq. and the regulations promulgated thereunder at Cal. Code Regulations, Title. 25, § 6000 et seq.). Any relocation plan for the Development shall be subject to the review and approval by the State. 14. Relationship of Parties It is expressly understood that this Standard Agreement is an agreement executed by and between two independent governmental entities and is not intended to, and shall not be construed to, create the relationship of agent, servant, employee, partnership, joint venture or association, or any other relationship whatsoever other than that of an independent party. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 10 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 15. Third-Party Contracts A. All state-government funded procurements must be conducted using a fair and competitive procurement process. The Grantee may use its own procurement procedures as long as the procedures comply with all City/County laws, rules and ordinances governing procurement, and all applicable provisions of California state law. B. Any contract entered into as a result of this Agreement shall contain all the provisions stipulated in the Agreement to be applicable to the Grantee’s sub- recipients, contractors, and subcontractors. Copies of all agreements with sub- recipients, contracts, and subcontractors must be submitted to the Department’s program manager upon request. C. The Department does not have a contractual relationship with the Grantee’s sub- recipients, contractors, or subcontractors, and the Grantee shall be fully responsible for all work performed by its sub-recipients, contractors, or subcontractors. D. In the event the Grantee is partnering with another jurisdiction or forming a collaborative effort between the Grantee and other jurisdictions who are grantees of the PIP, the Grantee acknowledges that each partner and/or all entities forming the SB 2 PIP collaborative are in mutual written agreement with each other but are contractually bound to the Department under separate, enforceable contracts. E. In the event the Grantee is partnering with another jurisdiction or forming a collaborative effort with other entities that are not grantees of the Prohousing Incentive Program, the Department shall defer to the provisions as noted in subsections 8(B) and 8(C) of this Section. F. The Grantee agrees to comply with all conditions of this Agreement including the Special Conditions set forth in Exhibit E. These conditions shall be met to the satisfaction of the Department prior to disbursement of funds. The Grantee shall ensure that all Subrecipients are made aware of and agree to comply with all conditions of this Agreement and the applicable State requirements governing the use of Grant funds. The Grantee shall ensure that all Subrecipients are qualified to do business and in good standing with the California Secretary of State and the California Franchise Tax Board. Failure to comply with these conditions may result in cancellation of this Agreement. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 11 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 16. Compliance with State and Federal Laws, Rules, Guidelines and Regulations A. The Grantee agrees to comply with all state and federal laws, rules and regulations that pertain to construction, health and safety, labor, fair employment practices, equal opportunity, and all other matters applicable to the grant, the Grantee, its contractors or subcontractors, and any other grant activity. B. During the performance of this Agreement, the Grantee assures that no otherwise qualified person shall be excluded from participation or employment, denied program benefits, or be subjected to discrimination based on race, color, ancestry, national origin, sex, gender, gender identity, gender expression, genetic information, age, disability, handicap, familial status, religion, or belief, under any program or activity funded by this contract, as required by Title VI of the Civil Rights Act of 1964, the Fair Housing Act (42 USC 3601-20) and all implementing regulations, and the Age Discrimination Act of 1975 and all implementing regulations. C. The Grantee shall include the nondiscrimination and compliance provisions of this clause in all agreements with its sub-recipients, contractors, and subcontractors, and shall include a requirement in all agreements with all of same that each of them in turn include the nondiscrimination and compliance provisions of this clause in all contracts and subcontracts they enter into to perform work under the Prohousing Incentive Program. D. The Grantee shall, in the course of performing project work, fully comply with the applicable provisions of the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.) E. The Grantee shall adopt and implement affirmative processes and procedures that provide information, outreach and promotion of opportunities in the Prohousing Incentive Program project to encourage participation of all persons regardless of race, color, national origin, sex, religion, familial status, or disability. This includes, but is not limited to, a minority outreach program to ensure the inclusion, to the maximum extent possible, of minorities and women, and entities owned by minorities and women, as required by 24 CFR 92.351. 17. Litigation Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 12 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 A. If any provision of this Agreement, or an underlying obligation, is held invalid by a court of competent jurisdiction, such invalidity, at the sole discretion of the Department, shall not affect any other provisions of this Agreement and the remainder of this Agreement shall remain in full force and effect. Therefore, the provisions of this Agreement are, and shall be, deemed severable. B. The Grantee shall notify the Department immediately of any claim or action undertaken by or against it, which affects or may affect this Agreement or the Department, and the Grantee shall take such action with respect to the claim or action as is consistent with the terms of this Agreement and the interests of the Department. 18. Special Conditions The State reserves the right to add any special conditions to this Agreement it deems necessary to assure that the policy and goals of the Program are achieved. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 1 of 3 EXHIBIT E Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 07/31/2024 PROGRAM-SPECIFIC PROVISIONS AND SPECIAL CONDITIONS 1. Program-specific Provisions The following are project-specific terms and conditions and shall inform the references made to project-specific information not contained in the Standard Agreement. 2. Budget Detail: Grantee has been awarded the following grant activity amounts: $750,000.00 Estimated allocation may not exceed: $750,000.00 Payees: City of San Luis Obispo, People’s Self-Help Housing Corporation, Smartshare Housing Solutions, Housing Authority of the City of San Luis Obispo, Transitions Mental Health Association The authorized Payee(s) is/are specified below: Name: City of San Luis Obispo Amount: $750,000 Name: People’s Self-Help Housing Corporation Amount: $400,000 Name: Smartshare Housing Solutions Amount: $150,000 Name: Housing Authority of the City of San Luis Obispo Amount: $150,000 Name: Transitions Mental Health Association Amount: $50,000 3. Consistency with Housing Element Programs: Provide a description of how the Plan is consistent with the programs set forth in the Local government’s Housing Element. The City’s Housing Element identifies increased housing production as a major goal. Affordability is also identified as a major goal, with continuation of the Affordable Housing Fund program described within. The Affordable Housing Fund is intended to accelerate production of affordable housing projects with the goal of supporting 4 developments per year. This is achieved through direct financial assistance to affordable housing projects that are ready for construction. The PIP funds will enable the City to make loans from the Affordable Housing Fund to 4 eligible projects. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 3 EXHIBIT E Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 07/31/2024 Project Timeline, Budget, and Statement of Work (Plan): PROJECT TIMELINE AND BUDGET AND STATEMENT OF WORK Objective Responsible Party Est. Cost Begin End Deliverable Notes Objective: Award funds to 4 separate affordable housing projects in the City. City of San Luis Obispo $750,000 9/1/2024 6/1/2025 Fund disbursement Subtask: Award funds to Calle Joaquin Homekey Project. Claim reimbursement for development activities City/People’s Self-Help Housing $400,000 9/1/2024 12/1/2025 Development of a 75 unit affordable housing community targeting formerly homeless populations Subtask: Award funds to Waterman Village Project. Claim reimbursement for development activities City/SmartShare Housing Solutions $150,000 12/1/2024 12/1/2025 Development of a 20 unit affordable housing community serving low to very-low incomes Subtask: Award funds to Monterey Crossing Senior Housing Project. Claim reimbursement for development Housing Authority of the City of San Luis Obispo $150,000 11/1/2024 6/1/2025 Development of a 55 unit affordable housing community serving low income seniors and individuals. Subtask: Award funds to TMHA Supportive Housing Project. Claim reimbursement for development Transitions Mental Health Association $50,000 11/1/2024 4/1/2025 Development of a 3-bedroom ADU in an existing residential property with permanent supportive housing. Total Estimated Cost: $750,000 Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 3 EXHIBIT E Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 07/31/2024 4. Special Terms and Conditions The following Special Conditions are applicable to this Standard Agreement: None. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 1 From:Anne Wyatt <anne@smartsharehousingsolutions.org> Sent:Monday, December 2, 2024 9:55 AM To:Amini, David Cc:Vicki van den Eikhof; Joanna Balsamo-Lilien Subject:Re: FW: Public Notice - For Immediate Release Hi, got it. thanks. I'll reach out to all three of those consultants you suggest. At a minimum, we can be getting the adobe on the state list to be ready for the next round and know what our options are. Yeah, the webinar and info provided from State Parks is not useful for non-profits, unfortunately. What I did hear and bet they're right on is that the reservations for the January funds allotted will be taken within minutes of the application opening period, so anyone going to capture funds has to have EVERYTHING ready to submit at 8 am on opening day. On Mon, Dec 2, 2024 at 8:49 AM Amini, David <DAmini@slocity.org> wrote: Good morning Anne, Unfortunately these info sessions never seem to clarify basic questions, and this program is brand new which adds issues. I believe the California Tax Credit committee is administering this program, so its unsurprising state parks staff are unfamiliar. I tried to answer your points below, hopefully it provides some food for thought. I still think this program is going to be our best shot at underwriting most of the expenses of rehabilitation of the adobe, as well as construction of the new units. 1. When I read the program guidelines, it seems like “register eligible” projects are eligible to apply. See below. The HRER concludes that this property is eligible for register listing, I’m sure that’s more than enough to qualify. 2 2. Regarding the rehab costs, yes, a detailed cost estimate will be needed. Once entitlements go through, it will be critical to get a certified construction cost estimate. It’s important to note too that architect fees, as well as other consultant fees, are usually considered eligible expenses for tax credit programs. 3.Like all affordable housing tax credit programs, the tax credits themselves are useless to non-profits. Community lending institutions (big banks) buy these credits and provide a construction loan for the rehabilitation expenses that rolls into a permanent loan (typically 55 year term and fixed interest rate close to the prime rate) after completion. Think Banc of California, Bank of America, JP Morgan, etc. I think it would be worth reaching out to an affordable housing tax credit consultant to understand this new program more and the potential applicability to this project. See below for a list of consultants that I have worked with in my past as an affordable housing developer. These consultants help to assemble the project pro formas, assist with tax credit applications, and also have insider relationships with HCD, California Tax Credit Committee, etc. Typically, they don’t charge anything up front and their fee is added to the project budget as a qualified expense. Novogradac 3 California Housing Partnership Community Economics Thank you, David Amini Housing Coordinator Community Development 919 Palm, San Luis Obispo, CA 93401-3218 E DAmini@slocity.org T 805.781.7524 slocity.org Stay connected with the City by signing up for e-notifications From: Anne Wyatt <anne@smartsharehousingsolutions.org> Sent: Wednesday, November 27, 2024 12:18 PM To: Amini, David <DAmini@slocity.org> Cc: Vicki van den Eikhof <vicki@smartsharehousingsolutions.org>; Joanna Balsamo-Lilien < Subject: Re: FW: Public Notice - For Immediate Release David, following up on your note on State Historic Rehabilitation Tax Credit program opportunity for funding the Waterman VIllage adobe rehab, I did attend the informational video yesterday and read guidelines. Unfortunately, a few necessary items preclude SSHS from applying this year for the January allocation, including: 1. need to be on state register to apply, which the adobe does not seem to be on--getting it on will take time; 2. need to know rehab costs to apply--as it is without a clearly defined and approved project, we're just guessing at cost estimates. 3. Finally, and most likely a problem for any future allocations, the webinar presenter and guidelines are unclear on the question several of us asked there on how the tax credit benefits a non profit that does not pay taxes. All the presenter said was consult a tax attorney, which really did not help us any. We're not positioned to be able to sell tax credits directly, even if that may be possible. It seems this program offers private entities an actual credit on their taxes for expenditures, which does not help non profits who pay no taxes anyway . There may be another interpretation to this take, but it was frustrating that the state parks staff could not assist the many non profit representatives on the call with what seemed a basic question. If the adobe were already on the state list I'd press the question, but that process would clearly be a first step toward possible future application. THanks. We'll keep turning all the stones and find sources that will work. Joyful Thanksgiving to you. -a 4 On Wed, Nov 20, 2024 at 1:23 PM Amini, David <DAmini@slocity.org> wrote: Good afternoon Anne, See below regarding the State Historic Rehabilitation Tax Credit program. This is a perfect funding source for Waterman – projects including construction of affordable housing receive a 5 percent bonus. Thank you, David Amini Housing Coordinator Community Development 919 Palm, San Luis Obispo, CA 93401-3218 E DAmini@slocity.org T 805.781.7524 slocity.org Stay connected with the City by signing up for e-notifications From: California Office of Historic Preservation <amy.eubanks@californiaofficeofhistoricpreservation.ccsend.com> Sent: Wednesday, November 20, 2024 1:20 PM To: Amini, David <DAmini@slocity.org> Subject: Public Notice - For Immediate Release This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. State Historic Rehabilitation Tax Credit Update View as Webpage 5 6 Announcement: California Office of Historic Preservation announces the start of the State Historic Rehabilitation Tax Credit Program 7 California State Parks’ Office of Historic Preservation (OHP) announced today it will begin accepting applications for the State Historic Rehabilitation Tax Credit Program at 8 a.m. on Jan. 6, 2025. California property owners can apply for the credit to rehabilitate and maintain their historical buildings and qualified residences, retaining Californians’ link to the past while keeping historic buildings and homes relevant in the present and beyond. The tax credit program provides a 20% credit for qualified rehabilitation expenditures (or 25% credit if the structure meets specified criteria) for rehabilitation of a certified historic structure or a qualified residence, as provided, within the state to be allocated on a first- come-first-served basis by the California Tax Credit Allocation Committee, in conjunction with OHP. A total of $50 million is available for allocation. In preparation for this program, OHP is holding two virtual informational sessions on eligibility qualifications, completing the application and documentation requirements, with time allotted for questions and answers. The sessions will be held:  Tuesday, Nov. 26, noon-1 p.m. (register here)  Tuesday, Dec. 3, 5-6 p.m. (register here) Application instructions, forms, frequently asked questions and program regulations can be found on the OHP’s State Historic Rehabilitation Tax Credit site. Potential applicants are recommended to read the program information in advance of the informational sessions. For information about the tax credit program, please contact Deputy State Historic Preservation Officer Jody L. Brown at Jody.L.Brown@parks.ca.gov. The OHP administers federal and state mandated historic preservation programs to further the identification, evaluation, registration and protection of California's irreplaceable resources, and promotes the care, maintenance, relevance and reuse of California’s historic properties. Photo courtesy of Andre M/Creative Commons. California Office of Historic Preservation | 1725 23rd Street, Suite 100 | Sacramento, CA 95816 US 8 Unsubscribe | Update Profile | Constant Contact Data Notice -- Warmly, Anne Wyatt Executive Director, Smart Share Housing Solutions, Inc. a nonprofit public benefit 501(c)(3) corporation with programs HomeShareSLO; ADU SLO; Co-Living Collaborative P.O. Box 15034, San Luis Obispo, CA 93406 (805) 215-5474 office; (805) 296-0013 cell SmartShareHousingSolutions.org Creating Housing Solutions by Connecting People and homes 9 -- Warmly, Anne Wyatt Executive Director, Smart Share Housing Solutions, Inc. a nonprofit public benefit 501(c)(3) corporation with programs HomeShareSLO; ADU SLO; Co-Living Collaborative P.O. Box 15034, San Luis Obispo, CA 93406 (805) 215-5474 office; (805) 296-0013 cell SmartShareHousingSolutions.org To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet. Creating Housing Solutions by Connecting People and homes PLAN DETAILED REPORT EID-0637-2022 FOR CITY OF SAN LUIS OBISPO Environmental Impact Determination 11/23/2022App Date:Project:Plan Type: DowntownEnvironmental Impact Determination NOT AVAILABLEExp Date:District:Work Class: 0.00Under Review NOT COMPLETEDCompleted:Square Feet:Status: Description: Valuation: Environmental Review of the Dana Street Waterman Village project (ARCH-0329-2022) $0.00 Assigned To:Owen Goode Approval Expire Date: Parcel:Main002-401-002 Address:466 Dana St San Luis Obispo, CA 93401 Main Zone:FLD-AE(Flood Zone (FLD-AE)) Grid-J-10(City Grid (Grid-J-10)) MasterNo(Master Historic Property (Maste SZ-R3H(Specific Zoning (SZ-R3H)) Applicant Anne Wyatt PO Box 15034 San Luis Obispo, CA 93406 Home: 8052960013 Business: 8052155474 Owner City of San Luis Obispo 919 Palm St San Luis Obispo, CA 93401 Business: 8057817170 Page 1 of 1City of San Luis ObispoMarch 13, 2025 PLAN DETAILED REPORT TREE-0208-2024 FOR CITY OF SAN LUIS OBISPO Tree 04/24/2024App Date:Project:Plan Type: DowntownTree Removal Application NOT AVAILABLEExp Date:District:Work Class: 0.00Under Review NOT COMPLETEDCompleted:Square Feet:Status: Description: Valuation: affordable home development, 12 trees proposed for removal $0.00 Assigned To:Walter Gault Approval Expire Date: Parcel:Main002-401-002 Address:466 Dana St San Luis Obispo, CA 93401 Main Zone:MasterNo(Master Historic Property (Maste SZ-R3H(Specific Zoning (SZ-R3H)) FLD-AE(Flood Zone (FLD-AE)) Grid-J-10(City Grid (Grid-J-10)) Owner City of San Luis Obispo 919 Palm St San Luis Obispo, CA 93401 Business: 8057817170 Invoice No.Amount PaidFeeFee Amount 00035639 $182.37 Tree Removal Permit $182.37 $182.37 $182.37 Total for Invoice 00035639 Grand Total for Plan $182.37 $182.37 Page 1 of 1City of San Luis ObispoMarch 13, 2025 PLAN DETAILED REPORT ARCH-0329-2022 FOR CITY OF SAN LUIS OBISPO Architectural Review 06/20/2022App Date:Project:Plan Type: DowntownDevelopment Projects NOT AVAILABLEExp Date:District:Work Class: 0.00Under Review NOT COMPLETEDCompleted:Square Feet:Status: Description: Valuation: Architectural review of a proposed residential project consisting of 20 affordable units on the property of the rosa butron adobe. $0.00 Assigned To:Owen Goode Approval Expire Date: Parcel:Main002-401-002 Address:466 Dana St San Luis Obispo, CA 93401 Main Zone:Grid-J-10(City Grid (Grid-J-10)) MasterNo(Master Historic Property (Maste SZ-R3H(Specific Zoning (SZ-R3H)) FLD-AE(Flood Zone (FLD-AE)) Owner City of San Luis Obispo 919 Palm St San Luis Obispo, CA 93401 Business: 8057817170 Representative Dana Hunter 860 WALNUT ST Walnut St Suite B Suite B SAN LUIS OBISPO, CA 93401 Business: 8055443380206 Applicant Anne Wyatt PO Box 15034 San Luis Obispo, CA 93406 Home: 8052960013 Business: 8052155474 Created ByNote Date and Time Created 1.Graham Bultemaphysical plans routed for completeness: planning engineering building fire utilities transportation (digital only) due date: friday, july 8th, 2022 06/20/2022 2.Cassondra CorbinFIRE-RECV'D PLANS FOR REVIEW 06/21/2022 Invoice No.Amount PaidFeeFee Amount 00028840 $406.88 IT Surcharge $406.88 $4,975.29 Arch Review: Development Projects- Application $4,975.29 $5,382.17 $5,382.17 Total for Invoice 00028840 00038763 $0.00 Arch Review: Development Projects- Completion $8,365.20 $8,365.20 $0.00 Total for Invoice 00038763 Grand Total for Plan $13,747.37 $5,382.17 Page 1 of 1City of San Luis ObispoMarch 18, 2025 City of San Luis Obispo, Community Development, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7170, slocity.org Planning Services Authorization PROJECT TITLE: 466 Dana Street, Waterman Peace Village APPLICANT: SmartShare Housing Solutions – Anne Wyatt (Representative), Vicki van den Eikhof (Authorized Representative) APPLICANT ADDRESS: 466 Dana Street, San Luis Obispo, CA 93401 PROJECT DESCRIPTION: Additional CHC Hearing Support PROCESSING FEES: 1. Consultant Fee (Firm: SWCA)….…........................................................ $1946.31 (Revenue Account 701-0000-21012) 2. Total Fees …………………………………………………………….……. $1946.31 Authorization and Assurances The cost to the applicant for consultant services (as stated in line 1 above) is based on the Scope of Work for Ongoing CEQA Support, for the project as detailed in the "466 Dana Street Ongoing CEQA Support Change Order 2", consultant scope of work. Date Tyler Corey, Deputy Director As applicant for this project, I hereby accept the fees for Ongoing CEQA Support and agree to deposit with the City of San Luis Obispo Community Development Department, the amount shown on line 2 above. Upon receipt of this sum, the Community Development Director is authorized to employ a qualified consultant to complete work as detailed in "466 Dana Street Ongoing CEQA Support Change Order 2" consultant scopes of work. Date Anne Wyatt I December 19, 2024 Community Development --------- 919 Palm Street, San Luis Obispo, CA 93401-3218 805.781.7170 Planning Services Authorization PROJECT TITLE: 466 Dana Street, Waterman Peace Village APPLICANT: SmartShare Housing Solutions -Anne Wyatt (Representative) -Vicki van den Eikhof (Authorized Representative) APPLICANT ADDRESS: 466 Dana Street, San Luis Obispo, CA 93401 PROJECT DESCRIPTION: Under this authorization, consultant will address all comments received on the Administrative Draft IS and incorporate revisions based on the updated project materials. Consultant will provide a Screencheck IS/Mitigated Negative Declaration (IS/MND) for City staff to review along with a Draft Mitigation Monitoring and Reporting Program (MMRP), which will identify each mitigation measure, the appropriate milestone or timing to implement the measure, the responsible party, and any reporting/verification requirements. After the close of the 30-day public comment period on the Draft IS/MND, consultant will review agency and public comments received by the City. These services include Project Management and Coordination of associated tasks, and Public Hearing Support. PROCESSING FEES: 1.Consultant Fee (Firm: SWCA) ...................................................... $7,561.00 (Revenue Account 701-0000-21012) 2.Total Fees ............................................................................ $7,561.00 Authorization and Assurances The cost to the applicant for consultant services (as stated in line 1 above) is based on the Scope of Work for Ongoing CEQA Support, for the project as detailed in the "466 Dana Street Ongoing CEQA Support Change Order 2", consultant scope of work. Februruy 8, 2024 Date Tyler Corey, Deputy Community Development Director As applicant for this project, I hereby accept the fees for Ongoing CEQA Support and agree to deposit with the City of San Luis Obispo Community Development Department, the amount shown on line 2 above. Upon receipt of this sum, the Community Development Director is authorized to employ a qualified consultant to complete work as detailed in "466 Dana Street Ongoing CEQA Support Change Order 2" consultant scopes of work. Date •I zrOt�\t --Arme-Wyatt 7 � 2• o N 2-A- Lt '.e.. Item 6e Department: Administration Cost Center: 1010 For Agenda of: 5/2/2023 Placement: Consent Estimated Time: N/A FROM: Greg Hermann, Deputy City Manager Prepared By: Nestor Veloz-Passalacqua, Diversity, Equity, and Inclusion Manager SUBJECT: CONSIDERATION OF THE 2022-23 HUMAN SERVICES GRANT FUNDING RECOMMENDATIONS FROM THE HUMAN RELATIONS COMMISSION RECOMMENDATION 1. As recommended by the Human Relations Commission, approve the 202 2-2023 Human Services Grants funding allocations in the amount of $150,000; and 2. Authorize the City Manager to execute agreements with each grant recipient. POLICY CONTEXT The Human Relations Commission’s (HRC) purpose is to advise and make recommendations to City Council and the City Manager which promote and advance inclusion, mutual understanding, respect, and equitable treatment to all members of the SLO City community. The Human Relations Commission’s recommendations to City Council help address social concerns and the needs of the community. The Human Services Grants (HSG) program provides financial support to non-profit organizations that promote the economic and social wellbeing of the citizens of San Luis Obispo. DISCUSSION Background: The City’s Human Services Grants (HSG), formerly titled Grants-in-Aid, had a Council approved change of name in 2022 to better reflect the objectives of the grant program . The HSG program provides financial support to non-profit organizations that promote the economic and social well-being of the community members of San Luis Obispo. Grants are made to local organizations or agencies based in neighboring communities whose services contribute to the quality of life of City residents. The Human Relations Commission (HRC) advises the City Council on funding priorities and grant recommendations. Page 171 of 349 6e Funding Priorities: On November 16, 2021, the Council adopted the following as the primary funding priority for the 2022-2023 HSG: Homelessness prevention, including affordable and alternative housing, support services, and transitional housing To allow maximum flexibility for funding recommendations dependent upon the received applications, the following priorities were also approved but were not ranked: Hunger and malnutrition prevention Supportive physical and mental health services for those in need Services for seniors, veterans and/or people with disabilities in need Supportive, developmental, and care services for children and youth in need Services encouraging diversity, equity, and inclusivity in marginalized communities, including access to language services. HSG Application Process In December of 2022, the HRC formally launched its annual HSG process by advertising the availability of grant funds and information regarding the upcoming HSG timeline to the general public, past applicants and agencies and groups from underserved and underrepresented communities through the Office of Diversity, Equity, and Inclusion DEI). HSG applications were due on January 27, 2023. The City received grant applications from 29 agencies requesting funding for programs totaling $379,245. Attachment A includes a complete list of the applications submitted to the City for HSG funding and the HRC’s recommended funding amounts. The HSG Program Application Summary, provided as Attachment B, further describes each program. HRC Review Process On February 6 and 23, 2023, the HSG subcommittee of Vice Chair Kasprzak, Commissioner Carlotti, and Commissioner Souza met to review grant applications and make preliminary funding recommendations. The subcommittee members considered the funding priorities set by Council, the location of the target population to be served, and the incurred expenses proposed to be offset by HSG dollars to guide their funding recommendations. On March 1, 2023, the HSG subcommittee presented preliminary grant recommendations to the full HRC during a noticed public hearing. During the discussion, the subcommittee engaged with the other Commissioners to adjust the preliminary recommendations and voted to approve the funding recommendations reflected in Attachment A. HRC found that the projects recommended for funding further Council’s adopted goals to address community needs and promote the economic social well-being of San Luis Obispo community members. Page 172 of 349 6e Grant Contracts Upon Council approval of HSG funding allocations, the City will enter into a contract with each organization that has been awarded grant funding. The HRC and the City staff will review grant project reports throughout the year. Organizations awarded grant funding are required to provide a mid-year report and a year-end report describing administrative functions, metrics and outcomes, and use of funds related to the application for each grant project. Reports are reviewed by staff and the HRC for completeness and compliance. Public Engagement The public, and more specifically non-profit service organizations, were engaged throughout the HSG award process. Non-profit service organizations received communication of available funding, technical assistance during the application period, a detailed grant web application outlining funding criteria, and how to access support from staff. This item is on the consent agenda for the May 2, 2023, City Council and will follow all required posting and notification. The public can submit comments on this item at or before the meeting. ENVIRONMENTAL REVIEW The California Environmental Quality Act does not apply to the recommended action in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378. FISCAL IMPACT Budget: Yes Budget Year: 2022-2023 Funding Identified: Yes Fiscal Analysis: Funding Sources Total Budget Available Current Funding Request Remaining Balance Annual Ongoing Cost General Fund $150,000 $150,000 $ 0 $ State Federal Fees Other Total $150,000 $150,000 $ 0 $ As adopted in the 2021-2023 Financial Plan, the allocated 2022-2023 budget for the HSG program was $150,000. HSG projects will be implemented for a period of one year starting at the beginning of the 2023-2024 Fiscal Year. Page 173 of 349 6e ALTERNATIVES 1. The Council may modify the proposed grant funding amounts. The Council should provide direction on the modifications desired. 2. The Council may choose to fund eligible HSG applications not recommended by the HRC. This action is not recommended by staff because thorough consideration was given to recommended awardees. ATTACHMENTS A - Human Services Grant HRC Preliminary Funding Recommendations B - Human Services Grant Program Application Summary C - 03-01-2023 HRC Meeting Minutes Page 174 of 349 Attachment A- App. Organization Project/Program Grant Request HRC Preliminary Recommenda tion 1 5 Cities Homeless Coalition Rapid Re-Housing & Homeless Prevention Assistance 10,000 $10,000 2 Big Brothers Big Sisters Community and Site Based Mentoring for Vulnerable Youth 15,000 $5,000 3 City Farm 2024 Youth Empowerment Program $15,000 $15,000 4 Community Action Partnership CAPSLO Homeless Prevention Services $10,000 $10,000 5 Community Action Partnership CAPSLO SAFE $10,000 $5,000 6 Court Appointed Special Advocates General CASA Program Support $7,500 $3,750 7 Dignified Hope Care Community Services Senior Caregiving $20,000 $0 8 Diversity Coalition Diversity Education $5,000 $0 9 Family Care Network, Inc.General Operating Support $10,000 $5,000 10 Food Bank No-Cook Bags for Homeless Residents $12,000 $6,000 11 Hospice of SLO County Caregiver Support $20,000 $10,000 12 Literacy for Life Literacy Program $5,000 $5,000 13 Long Term Care Ombudsman Services of SLO County Ombudsman Services $4,000 $2,500 14 Lumina Alliance Emergency Shelter Operating Support $15,000 $7,500 Page 175 of 349 App. Organization Project/Program Grant Request HRC Preliminary Recommenda tion 15 Mission Headstrong Mission Headstrong Seed Money and Autism Personal Training Program 52,500 $0 16 One Cool Earth Garden-based Nutrition Education $7,000 $0 17 People's Self Help Housing Supportive Housing Program for Low-Income Households 25,000 $0 18 Restorative Partners Opportunity to Fund $16,094 $8,000 19 San Luis Obispo Child Development Center Child and Family Play Therapy $20,000 $0 20 San Luis Obispo Climate Coalition Empowering Diverse Communities in Climate Action 5,000 $0 21 San Luis Obispo Committee for Education on Alcoholism, dba Middlehouse Grant for Alumni Housing $5,000 $5,000 22 San Luis Obispo Committee for Education on Alcoholism, dba Middlehouse Grant for Client Housing $3,200 $0 23 San Luis Obispo Legal Assistance Foundation Senior Legal Services Project $10,000 $7,000 24 Senior Angels of the Central Coast Senior / Disabled Adult Wish Program $5,000 $0 25 Senior Nutrition Program/Meals that Connect Meals that Connect $10,000 $10,000 Page 176 of 349 App. Organization Project/Program Grant Request HRC Preliminary Recommenda tion 26 Shower the People Shower the People $20,000 $20,000 27 Smart Share Housing Solutions, Inc. Affordable housing production: homeshares, ADUs, THOWs and micro village Waterman Village 11,820 $8,400 28 Tolosa Children's Dental Center Healthy Smiles $20,000 $0 29 United Way 211 SLO County $15,000 $6,850 TOTAL 379,245 $150,000 Page 177 of 349 Page 178 of 349 Attachment B- 1. 5 Cities Homeless Coalition: Rapid Re-Housing & Homeless Prevention Assistance- SLO 2018 Grant Award: $4,000 2019 Grant Award: $5,400 2020 Grant Award: $0 2021 Grant Award: No Application 2022 Grant Award: $10,000 2023 Grant Request: $10,000 2023 Recommendation: $10,000 5 Cities Homeless Coalition provides wrap-around services including case management and direct financial assistance with a special emphasis on housing support program. The request of $10,000 will be allocated to low-income residents of San Luis Obispo to provide deposit assistance, limited rental assistance, and housing stabilization services including move-in assistance, etc. Clients will receive similar case management assistance as provided through other agencies/streams of funding including budgeting and financial management training and helping clients identify other community resources. 5 Cities is requesting $10,000 and the HRC is recommending to fully fund their entire program. 2. Big Brothers Big Sisters of San Luis Obispo County: Community and Site Based Mentoring for Vulnerable Youth 2018 Grant Award: $1,875 2019 Grant Award: $3,000 2020 Grant Award: $5,000 2021 Grant Award: $15,000 2022 Grant Award: $7,500 2023 Grant Request: $15,000 2023 Recommendation: $5,000 Big Brothers Big Sisters is a donor and volunteer supported organization proven to help vulnerable children of single, low-income, and/or incarcerated parents succeed. They Page 179 of 349 are requesting $15,000 to offset costs to recruit, train, and support adult volunteers as well as staff tie to create and support effective matches for children and youth in both programs. This program will support 85 at-risk youth and 50 high school Bigs receiving leadership skills all in the City of San Luis Obispo and will require 2 program managers, enrollment specialist, bilingual match support specialist, and a match support specialist. Due to limited funds to distribute, the HRC is not recommending to fully fund programs that would be exclusive for staffing and/or office space. Big Brothers Bis Sisters is requesting $15,000 and the HRC is recommending $5,000 for the bilingual match support specialist. 3. City Farm SLO: 2024 Youth Empowerment Program (YEP) 2018 Grant Award: $6,750 2019 Grant Award: $9,000 2020 Grant Award: $12,000 2021 Grant Award: No Application 2022 Grant Award: $15,000 2023 Grant Request: $15,000 2023 Recommendation: $15,000 City Farm SLO's Youth Empowerment Program (YEP) provides career and college readiness workshops and technical instruction to underserved youth in San Luis Obispo through intensive 8-week programming and summer internships. The grant will be utilized for student stipends, summer internship scholarships, student food and beverage and tools/materials and it will provide 1,500 individual instruction hours to 38 teens resulting in 5,000 pounds of produce for the SLO Food Bank. City Farm is requesting $15,000 and the HRC is recommending to fully fund for their entire program. 4. Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO): Homeless Prevention 2018 Grant Award: $6,750 2019 Grant Award: $9,000 2020 Grant Award: $12,000 2021 Grant Award: $20,000 2022 Grant Award: $10,000 2023 Grant Request: $10,000 Page 180 of 349 2023 Recommendation: $10,000 The Homeless Prevention/Stable Housing Program provides emergency financial assistance to City of San Luis Obispo households that are at-risk of being evicted and need assistance with a rental payment or securing housing with first month's rent and/or security deposit. They are requesting $10,000 to fund the program, thus providing financial assistance payments to cover rent or security deposits for low-income City households. CAPSLO is requesting $10,000 and the HRC is recommending to fully fund their entire program. 5. Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO): SAFE 2022 Grant Award: $5,000 2023 Grant Request: $10,000 2023 Recommendation: $5,000 CAPSLO, the primary homeless services provider in the City of SLO, employs a full- time SAFE Family Advocate who serves schools in the SLO City limits. The Family Advocate coordinates referrals and provides direct support to the families, such as school enrollment, medical coordination of services, housing search, legal resources, mental health coordination of services, summer activity enrollment, and more. This position is co-funded with SLCUSD for the school year only, therefore SAFE is seeking other funding to cover the Family Advocate position during the summer and school breaks so that services for families experiencing homelessness and unaccompanied youth can be provided year-round. Due to limited funds to distribute, the HRC is not recommending to fully fund programs that would be exclusive for staffing and/or office space. CAPSLO is requesting $10,000 and the HRC is recommending $5,000 for the full-time family advocate. 6. Court Appointed Special Advocates of San Luis Obispo County, Inc. (CASA): Child Advocacy to Avert Homelessness 2018 Grant Award: $4,250 2019 Grant Award: $5,000 2020 Grant Award: $1,875 2021 Grant Award: $3,750 2022 Grant Award: $7,500 2023 Grant Request: $7,500 Page 181 of 349 2023 Recommendation: $3,750 The CASA program recruits, trains, and supervises volunteer community members to become advocates for children who have been removed from their home due to abuse and neglect and are under the court’s jurisdiction. They are requesting $7,500 to cover a portion of their rental costs for their San Luis Obispo -based office. Due to limited funds to distribute, the HRC is not recommending to fully fund programs that would be exclusive for staffing and/or office space. CASA is requesting $7,500 and the HRC is recommending $3,750 for the office space. 7. Dignified Hope Care Community Services: Senior Caregiving 2023 Grant Request: $20,000 2023 Recommendation: $0 Dignified Hope Care Community Services provides outpatient care for low-income seniors in need. With their staff of certified nurses, they hope to give seniors the dignity and treatment they deserve, regardless of financial status. Dignified Hope Care is requesting $20,000, but due to an incomplete application, they were not reviewed and will be encouraged to receive staff support if they apply for a future grant to ensure a complete application. 8. Diversity Coalition: Diversity Education 2021 Grant Award: $2,500 2022 Grant Award: $5,000 2023 Grant Request: $5,000 2023 Recommendation: $0 The Diversity Coalition San Luis Obispo County’s (DCSLOC) mission is to build and sustain a coalition that seeks a more diverse, equitable, and inclusive community through advocacy and education. The applicant requested funds for school speaking programing and local storytelling through the Tribune on lived experiences of underrepresented people. The HRC did not see this meeting the funding priority but sees this as a strong DEI High Impact Grant application and are encouraged to apply for those grants. Diversity Coalition is requesting $5,000 and the HRC is not recommending for funding. 9. Family Care Network: General Operating Support Page 182 of 349 2021 Grant Award: $10,000 2022 Grant Award: No Application 2023 Grant Request: $10,000 2023 Recommendation: $5,000 Family Care Network provides services to enhance the wellbeing of children and families in partnership with our community. Resources are provided to those in need who experienced trauma, abuse, neglect, family separation, poverty, homelessness, amongst other realities vulnerable populations face. The grant funds would be used to cover expenses related to meeting transportation needs, housing expenses, food and clothing needs, education, and career expenses. Due to limited funds, the HRC is recommending half of their requested amount. Family Care Network is requesting 10,000 and the HRC is recommending $5,000 towards direct services. 10. Food Bank Coalition of San Luis Obispo County: No-Cook Bags for homeless residents 2018 Grant Award: $8,182 2019 Grant Award: $12,000 2020 Grant Award: $9,600 2021 Grant Award: $12,000 2022 Grant Award: $12,000 2023 Grant Request: $12,000 2023 Recommendation: $6,000 The SLO Food Bank prioritizes programs that most efficiently and effectively connect hungry people with food in a safe way. This funding request will provide continued funding to the new No-Cook Bags program, bags of portable foods designed for City of SLO residents experiencing homelessness who do not have access to a kitchen and cannot benefit from typical Food Bank distribution items. Due to limited funds, the HRC is recommending half of their requested amount. Food Bank of SLO County is requesting $12,000 and the HRC is recommending $6,000 towards direct services. 11. Hospice of SLO County – Grief Counseling and In Home Respite/Caregiver Support 2020 Grant Award: $5,225 Page 183 of 349 2021 Grant Award: $7,500 2022 Grant Award: $10,000 2023 Grant Request: $20,000 2023 Recommendation: $10,000 Hospice provides in-home support, respite support, and care management to those with a life-limiting illness who have a greater than 6 moths prognosis, are continuing to pursue curative care regardless of diagnosis or have been discharged from Medicare - reimbursed hospice agencies. Hospice will use grant funds to offset expenses for volunteer services personnel and volunteer training costs for a total of 50 new volunteers and for a portion of salary for volunteer coordinator. Hospice of SLO County is requesting $20,000 and the HRC is recommending $10,000 towards training and onboarding 50 new volunteers. 12. Literacy for Life Organization: Literacy Program 2018 Grant Award: $2,500 2019 Grant Award: $1,000 2020 Grant Award: $2,500 2021 Grant Award: $3,750 2022 Grant Award: $5,000 2023 Grant Request: $5,000 2023 Recommendation: $5,000 Literacy for Life teaches SLO resident adults sixteen and older to read, write, and speak English. Their one-on-one instruction is free to all and provides a non-threatening learning environment which empowers individuals to learn English communication skills. Literacy for Life is requesting $5,000 and the HRC is recommending to fully fund toward program coordination and books/materials for both the learners and the tutors. 13. Long Term Care Ombudsman Services of San Luis Obispo County: Ombudsman Services 2019 Grant Award: $3,000 2020 Grant Award: $1,500 2021 Grant Award: $3,000 Page 184 of 349 2022 Grant Award: $3,000 2023 Grant Request: $4,000 2023 Recommendation: $2,500 The Long-Term Care Ombudsman Services are requesting funds to provide Ombudsman services, including resident advocacy, facility monitoring visits, complaint investigation and resolution, information and consultation and systemic advocacy for residents of long-term care facilities located within the City of San Luis Obispo. They are requesting $4,000 to cover costs of providing homelessness prevention for seniors and disabled adults residing in long term care facilities. Due to limited funds, the HRC is recommending half of their requested amount. Long Term Care Ombudsman is requesting $4,000 and the HRC is recommending $2,500 for homelessness prevention. 14. Lumina Alliance: Emergency Shelter Operation Support 2022 Grant Award: $12,000 2023 Grant Request: $15,000 2023 Recommendation: $7,500 Lumina Alliance is requesting funds to support general operating costs with em phasis on emergency shelter and transitional housing program, and necessary repair costs associated with their shelter and housing units. Their organization provides three shelters in Atascadero, Paso Robles, and San Luis Obispo with a total of 44 beds, as well as 10 units of transitional housing to survivors of sexual assault (SA) and intimate partner violence (IPV). They help with the establishment of permanent housing for clients. Due to limited funds, the HRC is recommending half of their requested amount. Lumina Alliance is requesting $15,000 and the HRC is recommending $7,500 for shelter repairs, utilities, food, and supplies. 15. Mission Headstrong 2023 Grant Request: $52,500 2023 Recommendation: $0 Mission Headstrong is a new non-profit connected to the gym Headstrong and is aiming to close the equity gaps that exist in the fitness world and make it an inclusive place for all. Mission Headstrong is seeking funds for specialized certifications for all staff that would designate them the first Autistic friendly gym in the City of San Luis Obispo. The HRC did not see this meeting the funding priority but sees this as a strong DEI High Page 185 of 349 Impact Grant application and are encouraged to apply for those grants. Mission Headstrong requested $52,000 and the HRC is not recommending for funding. 16. One Cool Earth: Garden-based Nutrition Education 2019 Grant Award: $3,000 2020 Grant Award: $4,000 2021 Grant Award: $3,500 2022 Grant Award: $6,000 2023 Grant Request: $7,000 2023 Recommendation: $0 One Cool Earth provides school garden education at San Luis Obispo's Pacheco Elementary School and C.L. Smith Elementary. The Earth Genius program provides a weekly garden educator who teaches lessons and improves the school garden, using it as a platform to promote healthy eating, learning, and well-being. The organization also provide materials, maintenance, and training to empower teachers to utilize the garden beyond their program. The HRC did not see this meeting the funding priority but sees this as a strong DEI High Impact Grant application and are encouraged to apply for those grants. One Cool Earth is $7,000 and the HRC is not recommending for funding. 17. Peoples’ Self-Help Housing: City of San Luis Obispo Supportive Housing Program 2018 Grant Award: $13,500 2019 Grant Award: $13,000 2020 Grant Award: $5,850 2021 Grant Award: $3,750 2022 Grant Award: $12,931.50 2023 Grant Request: $25,000 2023 Recommendation: $0 Peoples' Self-Help Housing (PSHH) is requesting funding to assist with moving low- income San Luis Obispo individuals and families (including homelessness placements) into permanent affordable housing, stabilizing these households, and preventing homelessness for those at risk. They are requesting funds to hire an outside clinical Page 186 of 349 social worker and the HRC is not recommending to fund programs that would be exclusive for staffing and/or office space. People’s Self-Help Housing is requesting 25,000 and the HRC is not recommending for funding. 18. Restorative Partners: Opportunity to Fund 2023 Grant Request: $16,094 2023 Recommendation: $8,000 Restorative Partner's mission is transforming lives impacted by crime through healing services and relationships. They are requesting funds for emergency needs such as housing, transportation, hygiene products, daycare, resume building, budgeting/saving/credit guidance, and right to work documents (driver’s license, birth certificate, immigration documents, etc.). Restorative Partners services are for those in- custody and for those released from the San Luis Obispo Juvenile Hall, Jail, Honor Farm and State Prison all located in the City of SLO. Due to limited funds, the HRC is recommending half of their requested amount. Restorative Partners is requesting 16,094 and the HRC is recommending $8,000 for emergency services and direct aid. 19. San Luis Obispo Child Development Resource Center: Child and Family Play Therapy 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 Grant Award: $6,000 2022 Grant Award: $10,000 2023 Grant Request: $20,000 2023 Recommendation: $0 The SLO Child Development Resource Center provides therapeutic early childhood education and mental health programs that focus on protecting children in San Luis Obispo County for the prevention and treatment of child abuse. The agency is requesting $20,000 to fund play therapy for children and families who would benefit from services. Due to limited funds to distribute, the HRC is not recommending to fully fund programs that would be exclusive for staffing and/or office space. The San Luis Obispo Child Development Resource Center is requesting $20,000 and the HRC is not recommending for funding due to many application requests for staffing. Page 187 of 349 20. San Luis Obispo Climate Coalition 2023 Grant Request: $5,000 2023 Recommendation: $0 The SLO Climate Coalition brings together community expertise, creativity, and resources to champion high impact regional climate solutions. Climate-related disasters affect human health through increased risk of heat stroke, respiratory illness from poor air quality, and bodily risk due to flooding and fire. The HRC did not see this proposal meeting the funding priority but sees this as a strong DEI High Impact Grant application and are encouraged to apply for those grants. San Luis Obispo Climate Coalition is requesting $5,000 and the HRC is not recommending for funding. 21. The San Luis Obispo Committee for Education on Alcoholism, "MiddleHouse": Alumni Housing 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 Grant Award: No Application 2022 Grant Award: $5,000 2023 Grant Request: $5,000 2023 Recommendation: $5,000 When clients in MiddleHouse relocate to independent living after a satisfactory stay at MiddleHouse, they find it difficult to find housing due the extreme expense of pre -rental requirements (security deposit, first month’s rent, etc.). This grant would be a contribution to the individual to supplement moving expenses to allow for successful transitions to independent living in the City of San Luis Obispo. The San Luis Obispo Committee for Education on Alcoholism is requesting $5,000 and the HRC is recommending to fully fund. 22. The San Luis Obispo Committee for Education on Alcoholism, "MiddleHouse": Client Housing Supplement 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 Grant Award: No Application 2022 Grant Award: $3,100 Page 188 of 349 2023 Grant Request: $3,200 2023 Recommendation: $0 MiddleHouse provides housing for clients who have established their recovery program and are adjusting to sober living in a safe and healthy environment. Service recipients are supported with exposure to employment opportunities, transportation arrangements, and adjustable housing hours to accommodate employment pursuits. This grant request is to subsidize costs to new clients that meet eligibility requirements for their program but can’t afford the costs. Due to limited funds, the HRC prioritized the alumn i housing project because it is preventive in keeping the clients from experiencing homelessness. The San Luis Obispo Committee for Education on Alcoholism is requesting 3,200 and the HRC is not recommending for funding. 23. San Luis Obispo Legal Assistance Foundation: Senior Legal Services Project 2018 Grant Award: $2,000 2019 Grant Award: $1,750 2020 Grant Award: $2,500 2021 Grant Award: $5,000 2022 Grant Award: $10,000 2023 Grant Request: $10,000 2023 Recommendation: $7,000 The Senior Legal Services Project is one of the few programs in the City providing free legal services to residents aged 60 years and older. The Project sees clients out of their main office in San Luis Obispo, makes home visits throughout the City to homebound and institutionalized clients, and provides community outreach and education throughout the City. Their grant is to fund various staffing positions including a bilingual position. Due to limited funds to distribute, the HRC is not recommending to fully fund programs that would be exclusive for staffing and/or office space. San Luis Obispo Legal Assistance Foundation is requesting $10,000 and the HRC is recommending $7,000 towards the bilingual staffing position. 24. Senior Angels of the Central Coast 2023 Grant Request: $5,000 2023 Recommendation: $0 Page 189 of 349 Senior Angels of the Central Coast aims to close the growing gap of struggling senior and disabled adults by providing them with assistance. The senior wish program will provide seniors and disabled adults a chance to make a request every six months for food, clothing, rental assistance, and utilities or even something as simple as a hair style or movie night out to brighten their day. Due to a limited grant funds and a high number of more comprehensive applications addressing the needs of seniors, the HRC is not recommending funding. Senior Angels is requesting $5,000 and the HRC is not recommending for funding. 25. Senior Nutrition Program / Meals that Connect 2017 Grant Award: $10,000 2028 Grant Award: $5,682 2019 Grant Award: $9,000 2020 Grant Award: $7,500 2021 Grant Award: $7,000 2022 Grant Award: $10,000 2023 Grant Request: $10,000 2023 Recommendation: $10,000 Meals That Connect serves free, hot, noontime meals, Monday through Friday, to seniors aged 60 or older at two community sites in San Luis Obispo in congregate dining. They also deliver meals to residents in the City of SLO, with frozen meals for Saturday and Sunday, to qualified seniors who are homebound. Senior Nutrition Program is requesting $10,000 and the HRC is recommending to fully fund. 26. Shower the People 2022 Grant Award: $10,000 2023 Grant Request: $20,000 2023 Recommendation: $20,000 The mission of Shower the People is to provide access to a hot shower to people experiencing homelessness in our community. Shower the People (STP) is an all- volunteer nonprofit organization that provides access to a mobile shower to individuals experiencing homelessness. STP has 3 shower sites located in the city of San Luis Obispo that provided 2,824 showers to the those experiencing homelessness in 2021. STP is requesting City funding that will support and allow them to maintain their shower Page 190 of 349 program in San Luis Obispo. Shower the People is requesting $20,000 and the HRC is recommending to fully fund. 27. SmartShare Housing Solutions: Homeshare, ADUs, & Waterman Village Development 2017 Grant Award: $6,385 2018 Grant Award: $7,650 2019 Grant Award: $10,400 2020 Grant Award: $13,690 2021 Grant Award: $4,325 2022 Grant Award: $8,000 2023 Grant Request: $11,820 2023 Recommendation: $8,400 Homeshare and tiny house Yardshare provide affordable housing for seekers and enable providers to afford the cost of basic needs while providing companionship and security. The program provides income for lower-income seniors, avoids duplication of services by partnering with local government and service organizations while leveraging and expanding the use of existing housing and “free land” available in the backyards of interested and qualifying city homeowners. The HRC is recommending the ADU and Waterman Village parts of the program as it meets many of the funding priorities. SmartShare Housing Solutions is requesting $11,820 and the HRC is recommending $8,400. 28. Tolosa Children’s Dental Center (TCDC): Tolosa Children’s Dental Center San Luis Obispo 2018 Grant Award: $5,000 2019 Grant Award: $8,500 2020 Grant Award: $5,000 2021 Grant Award: $5,000 2022 Grant Award: $10,000 2023 Grant Request: $20,000 2023 Recommendation: $0 Page 191 of 349 Tolosa Children’s Dental Center of San Luis Obispo (TCDC-SLO) delivers dental services to underserved children age infant to 18. TCDC is requesting funds to cover a portion of the salary and compensation package for professional staff. Due to a limited grant funds and a high number of more comprehensive applications requesting funds for staff positions, the HRC is not recommending funding. Tolosa Children’s Dental Center is requesting $20,000 and the HRC is not recommending for funding. 29. United Way of San Luis Obispo County: 2-1-1 SLO County 2018 Grant Award: $1,500 2019 Grant Award: $4,500 2020 Grant Award: $3,000 2021 Grant Award: $5,000 2022 Grant Award: $10,000 2023 Grant Request: $15,000 2023 Recommendation: $6,850 The 2-1-1 SLO County Program of the United Way is a free, confidential way to get timely access to health and human services information and referrals 24 hours a day, seven days a week. Calls and text messages are answered by knowledgeable, bilingual contract specialists who provide 24-hour referrals and support to those in need of health and human services. 2-1-1 provides information and resource referrals for the all of the funding priorities by partnering with organizations in the City of San Luis Obispo. United Way is requesting $15,000 and the HRC is recommending $6,850 towards their general operating cost. Page 192 of 349 1 Human Relations Commission Minutes March 1, 2023, 5:00 p.m. Council Chambers, 990 Palm Street, San Luis Obispo Human Relations Commissioners Present: Commissioner Catuih Campos, Commissioner Jesse Grothaus, Commissioner Megan Souza, Commissioner Taryn Warrecker, Vice Chair Angie Kasprzak, Chair Dusty Colyer-Worth Human Relations Commissioners Absent: Commissioner Stephanie Carlotti City Staff Present: Diversity, Equity, and Inclusion Manager Nestor Veloz- Passalacqua, Deputy City Manager Greg Hermann, Diversity, Equity, and Inclusion Management Fellow Matthew Melendrez 1. CALL TO ORDER A Regular Meeting of the San Luis Obispo Human Relations Commission was called to order on March 1, 2023 at 5:00 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo, by Chair Colyer-Worth. 2. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA Public Comment: None End of Public Comment-- 3. CONSENT 3.a CONSIDERATION OF MINUTES - FEBRUARY 1, 2023 HUMAN RELATIONS COMMISSION MINUTES Motion By Commissioner Warrecker Second By Commissioner Campos To approve the Human Relations Commission Minutes of February 1, 2023. Ayes (6): Commissioner Campos, Commissioner Grothaus, Commissioner Souza, Commissioner Warrecker, Vice Chair Kasprzak, and Chair Colyer-Worth Absent (1): Commissioner Carlotti CARRIED (6 to 0) Page 193 of 349 2 4. BUSINESS ITEMS 4.a REVIEW OF THE ECONOMIC DEVELOPMENT STRATEGIC PLAN UPDATE AND COMMUNITY SURVEY Economic Development Manager Lee Johnson and Tourism Manager Molly Cano provided a presentation on the Economic Development Strategic Plan Update and Community Survey. Chair Colyer-Worth opened Public Comment Public Comments: None End of Public Comment-- Chair Colyer-Worth closed Public Comment Action: By consensus, the Human Relations Commission provided the following feedback: There are concerns as to how the term ‘head of household’ is defined and the potential to exclude various populations. 4.b DIVERSITY, EQUITY & INCLUSION BUSINESS GRANT SUBCOMMITTEE SELECTION Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua presented the staff report and responded to Commission inquiries. Chair Colyer-Worth opened Public Comment Public Comments: None End of Public Comment-- Chair Colyer-Worth closed Public Comment Motion By Commissioner Grothaus Second By Commissioner Souza The following three (3) Commissioners have been selected to participate in a subcommittee to review applications for the Diversity, Equity, and Inclusion Business Grant and provide recommendations to the Human Relations Commission as a whole: Chair Dusty Colyer-Worth Vice Chair Angie Kasprzak Commissioner Taryn Warrecker Page 194 of 349 3 Ayes (6): Commissioner Campos, Commissioner Grothaus, Commissioner Souza, Commissioner Warrecker, Vice Chair Kasprzak, and Chair Colyer- Worth Absent (1): Commissioner Carlotti CARRIED (6 to 0) 4.c STUDY SESSION ON THE MULTICULTURAL CENTER FEASIBILITY STUDY Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua introduced Chloe Wordrick, who provided a presentation on the first phase of the Multicultural Center Feasibility Study. Chair Colyer-Worth opened Public Comment Public Comments: None End of Public Comment-- Chair Colyer-Worth closed Public Comment Action: By consensus, the Human Relations Commission provided the following feedback to inform the future of the Feasibility Study: Commissioners are thankful for work the design team has done and is looking forward to Staff continuing the work on a future feasibility study. 4.d REVIEW HUMAN SERVICES GRANT SUBCOMMITTEE RECOMMENDATIONS AND PROVIDE A RECOMMENDATION TO THE CITY COUNCIL FOR APPROVAL Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua presented the staff report and responded to Commission inquiries. Chair Colyer-Worth opened Public Comment Public Comments: None End of Public Comment-- Chair Colyer-Worth closed Public Comment Page 195 of 349 4 Motion By Commissioner Grothaus Second By Commissioner Souza The Human Relations Commission received preliminary recommendations from the Human Services Grant Subcommittee and provided the following recommendation to the City Council final approval: Mission Headstrong is to be advised to apply for DEI grants. Diversity Coalition received previous funding and is best for them to apply for the DEI grant. Commissioners revised the funding to o Reduce Restorative Partners by $2,000 o Reduce One Cool Earth to $0 o Reduce San Luis Obispo Committee for Education on Alcoholism Client Housing to $0 o Increase CASA by $3,750 o Increase Lumina by $2,500 o Increase United Way by $2,450 Ayes (6): Commissioner Campos, Commissioner Grothaus, Commissioner Souza, Commissioner Warrecker, Vice Chair Kasprzak, and Chair Colyer- Worth Absent (1): Commissioner Carlotti CARRIED (6 to 0) 5. COMMENT AND DISCUSSION 5.a STAFF & COMMISSIONER UPDATES AND AGENDA FORECAST Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua provided the following update: Major City Goal include DEI, which will include $150k for DEI High Impact Grants. Page 196 of 349 5 6. ADJOURNMENT The meeting was adjourned at 6:32 p.m. The next Regular Meeting of the Human Relations Commission is scheduled for April 5, 2023 at 5:00 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo. APPROVED BY HUMAN RELATIONS COMMISSION: 04/05/2023 Page 197 of 349 Page 198 of 349 23-PIP-18487 City of San Luis Obispo Upon HCD Approval $750,000.00 STATE OF CALIFORNIA - DEPARTMENT OF GENERAL SERVICES STANDARD AGREEMENT STD 213 (Rev. 04/2020) AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (if applicable) 1. This Agreement is entered into between the Contracting Agency and the Contractor named below: CONTRACTING AGENCY NAME DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT CONTRACTOR'S NAME 2. The term of this Agreement is: START DATE 06/30/2027 THROUGH END DATE 3. The maximum amount of this Agreement is: 3 4. The parties agree to comply with the terms and conditions of the following exhibits, which are by this reference made a part of the Agreement. EXHIBITS TITLE Exhibit A Authority, Purpose and Scope of Work Exhibit B Budget Detail and Payment Provisions Exhibit C* State of California General Terms and Conditions Exhibit D PIP Terms and Conditions Exhibit E Program-Specific Provisions and Special Conditions PAGES 5 12 3 GTC - 04/2017 TOTAL NUMBER OF PAGES ATTACHED 23 https://www.dgs.ca.gov/OLS/ResourcesThese documents can be viewed at Items shown with an asterisk (*), are hereby incorporated by reference and made part of this agreement as if attached hereto. CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership,etc.) IN WITNESS WHEREOF, THIS AGREEMENT HAS BEEN EXECUTED BY THE PARTIES HERETO. CONTRACTOR CONTRACTOR BUSINESS ADDRESS 990 Palm Street City of San Luis Obispo CITY STATE ZIP San Luis Obispo CA 93401 PRINTED NAME OF PERSON SIGNING TITLE DATE SIGNEDCONTRACTOR AUTHORIZED SIGNATURE STATE OF CALIFORNIA CONTRACTING AGENCY NAME Department of Housing and Community Development STATE ZIPCITYCONTRACTING AGENCY ADDRESS 651 Bannon Street Sacramento CA 95811 PRINTED NAME OF PERSON SIGNING TITLE Contract Services Section Manager DATE SIGNEDCONTRACTING AGENCY AUTHORIZED SIGNATURE California Department of General Services Approval (or exemption, if applicable) Exempt per; SCM Vol. 1 4.04.A.3 (DGS memo dated 06/12/1981) SCO ID: Type text here Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 12/17/2024 Whitney McDonald City Manager City of San Luis Obispo 23-PIP-18487 Page 1 of 3 EXHIBIT A Prohousing Incentive Program (PIP) NOFA Date: 01/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 AUTHORITY, PURPOSE AND SCOPE OF WORK 1. Authority Pursuant to Health and Safety Code section 50470, subdivision (b)(2)(C)(i), the State of California Department of Housing and Community Development (the “Department” or “State”) has established the Prohousing Incentive Program (“PIP” or the “Program” as defined in Attachment C of the Guidelines) for Local Governments and Localities. This Standard Agreement, along with all its exhibits (the “Agreement”), is entered into under the authority of, and in furtherance of, the purpose of the Program. Pursuant to Health and Safety Code Section 50470, subdivision (d) (“PIP Statute”), the Department has issued the Prohousing Incentive Program Guidelines and Notice of Funding Availability (“NOFA”) dated January 23, 2024, to govern administration of the fund and carry out the Program. 2. Purpose In accordance with the authority cited above, the Grantee has been awarded financial assistance in the form of a grant from the Program. The Department has agreed to make the grant to provide financial assistance to accelerate housing production for housing related projects and programs that assist in addressing the unmet housing needs of their local communities pursuant to the terms of the PIP Statute, Guidelines and NOFA, and Permanent Local Housing Allocation (PLHA) Statute and Guidelines, and this Agreement. By entering into this Agreement and thereby accepting the award of the Program funds, the Grantee agrees to comply with the terms and conditions of the PIP Statute, Guidelines and NOFA, and PLHA Statute and Guidelines, and this Agreement, the representations contained in the application, and the requirements of the authority cited above. Based on the representations made by the Grantee, the State shall provide a grant in the amount shown in Exhibit B, Section 2, Grant and Reimbursement Limit. 3. Definitions Terms not otherwise defined herein shall have the same meaning as definitions set forth in Health and Safety Code Section 50470 and Attachment C of the PIP Guidelines and Definition Section (Section 101) of the PLHA Guidelines. 4. Scope of Work Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 3 EXHIBIT A Prohousing Incentive Program (PIP) NOFA Date: 01/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 The “Scope of Work” or “Work” for this Agreement shall be used to accelerate housing production for housing related projects and programs that assist in addressing the unmet housing needs of their local communities. Uses shall consist of one or more of the eligible uses described in Guidelines set forth in the PIP Application, Exhibit E of this Agreement and any other supplemental forms prescribed by the Department in full accordance with this Agreement, PIP Guidelines and PLHA Guidelines Section 301. Where eligible uses in PIP Guidelines Section 601 differ from PLHA Guidelines Section 301, the Department will defer to PLHA Guidelines except for eligible uses 7 (accessibility modifications) and 10 (fiscal incentives). A Local government that receives an allocation shall use no more than five percent of the allocation for costs related to the administration of the Activity(ies) for which the allocation was made. Staff and overhead costs directly related to carrying out the eligible activities described in the PIP and PLHA Statute and Guidelines are “activity costs” and not subject to the cap on “administrative costs.” A Local government may share any funds available for administrative costs with entities that are administering its allocation. The Scope of Work may in no event be revised or altered without the Department’s prior written consent and approval, and such consent and approval is within the Department’s sole and absolute discretion. The Department reserves the right, but assumes no obligation, to review and approve any and all Work. 5. Department Contract Coordinator The Department’s Contract Coordinator of this Agreement is the Housing Policy Development Senior Program Manager, or the Manager’s designee. Unless otherwise informed, any notice, report, or other communication required by this Agreement shall be sent by email to the Department Contract Coordinator at ProhousingIncentive@hcd.ca.gov. 6. Grantee Contract Coordinator The Grantee’s Contract Coordinator for this Agreement is the Authorized Representative listed below. Authorized Representative Name: Timothea Tway Authorized Representative Title: Director of Community Development Department Agency Name: City of San Luis Obispo Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 3 EXHIBIT A Prohousing Incentive Program (PIP) NOFA Date: 01/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 Address: 990 Palm Street San Luis Obispo, CA 93401 Phone Number: (805)781-7187 Email Address: ttway@slocity.org Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 1 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 BUDGET DETAIL AND PAYMENT PROVISIONS 1. Application for Funds A. Grantee has submitted to the Department an Application for a Grant under the Program. The Department is entering into this Agreement on the basis of, and in reliance on fact, information, assertions and representations contained in the Application and any subsequent modifications or additions thereto approved by the Department. The Application and any approved modifications and additions thereto are hereby incorporated into this Agreement. B. The Grantee warrants that all information, facts, assertions, and representations contained in the Application and approved modifications and additions thereto are true, correct, and complete to the best of the Grantee’s knowledge. In the event that any part of the Application and any approved modification and addition thereto is untrue, incorrect, incomplete, or misleading, in such a manner that would substantially affect the Department's approval, disbursement, reimbursement, or monitoring of the funding and the grant or activities governed by this Agreement, the Department may declare a breach hereof and take such action or pursue such remedies as are provided for breach hereof. 2. Grant and Reimbursement Limit The Department’s decision to approve or deny an application or request for funding pursuant to the Program, and its determination of the amount of funding provided, shall be final. The maximum total amount granted and disbursable to the Grantee pursuant to this Agreement shall not exceed $750,000.00. 3. Grant Timelines A. This Agreement is effective upon approval by all parties and the Department, which is evidenced by the date signed by the Department on page one, Standard Agreement, STD 213 (the “Effective Date”). B. The grant term begins on the day the Department and the grantee have fully executed the Standard Agreement as described in Exhibit D(1). C. All reimbursement requests for Grant funds must be submitted to the Department no later than March 30, 2026. D. Upon completion of all deliverables within the Standard Agreement and prior to processing final invoicing, the awardee shall submit a Close Out Report. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 E. The Grantee shall deliver to the Department all supporting documents of Work performed on or before March 30, 2026, to ensure meeting the June 30, 2026, expenditure deadline. Under special circumstances, as determined by the Department, the Department may modify the March 30, 2026, reimbursement deadline but may not go beyond the expenditure deadline. F. It is the responsibility of the Grantee to monitor the project and timeliness of requests for reimbursement before the expenditure deadline. G. The grant term ends on June 30, 2027. 4. Conditions of Reimbursement A. The Department shall not award or disburse funds unless it determines that the grant funds shall be expended in compliance with the terms and provisions of the Guidelines, the NOFA, and this Agreement. B. Grant funds shall only be used by the Grantee for project activities approved by the State that involve the preparation and adoption of project activities as stated in the Scope of Work. C. A Grantee that receives funds under this Program may use a subcontractor. The subcontractor shall provide for compliance with all the requirements of the Program. The subcontract shall not relieve the Grantee of its responsibilities under the Program. D. After the contract has been executed by the Department and all parties, approved and eligible costs for eligible activities may be reimbursed for the project(s) upon completion of deliverables as set forth in the PIP Application, Exhibit E of this Agreement, and any other supplemental forms prescribed by the Department and subject to the terms and conditions of this Agreement. Applicants may request disbursements in advance of activity initiation under unique and/or unusual circumstances including but not limited to feasibility, lack of resources, or unavailability of funds. E. Only approved and eligible costs incurred for work after the NOFA date, continued past the date of execution and acceptance of the Standard Agreement and completed during the grant term until the expenditure deadline will be reimbursable. F. Approved and eligible costs incurred prior to the NOFA date are ineligible, unless otherwise approved by the Department. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 G. The Contractor may request that eligible uses or grant funds may be revised without an amendment to this Agreement. This request must be made in writing to HCD and shall be effective only upon written HCD approval. HCD’s decision to approve or deny any such request shall be final. 5. Performance The Grantee shall take such actions, pay such expenses, and do all things necessary to complete the scope of work and within the terms and conditions 6. Fiscal Administration A. The Grantee is responsible for maintaining records which fully disclose the activities funded by the PIP grant. Adequate documentation for each reimbursable transaction shall be maintained to permit the determination, through an audit if requested by the State, of the accuracy of the records and the allowability of expenditures charged to Prohousing Incentive Program grant funds. If the allowability of expenditure cannot be determined because records or documentation are inadequate, the expenditure may be disallowed, and the State shall determine the reimbursement method for the amount disallowed. The State’s determination of the allowability of any expense shall be final. B. Prior to receiving grants, the Grantee shall submit the following documentation: 1) Government Agency Taxpayer ID Form (GovTIN; Fi$cal form). 2) A Request for Funds on a form and manner provided by the Department; and 3) Any and all additional documentation that may be requested by the Department in the prescribed form and manner. C. Grant fund payment will be made on a reimbursement basis. Project invoices will be submitted to the Department by the grantee on a quarterly basis or, if earlier, upon completion of deliverables. D. The Department recognizes that budgeted deliverable amounts are based upon estimates. Grantees may request, in writing, a budget adjustment across deliverables subject to written approval by the Department, as long as the total budget does not exceed the maximum amount awarded to the Grantee. E. Work must be completed prior to requesting reimbursement, unless otherwise approved by the Department. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 4 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 F. Grant funds cannot be reimbursed until this Standard Agreement has been fully executed. G. The Grantee will be responsible for compiling all invoices and supporting documentation and reporting documents. Invoices must be accompanied by reporting materials where appropriate. Invoices without the appropriate reporting materials will not be paid. Failure to provide requested documentation to HCD could result in exclusion from consideration for grants in future program years. H. Supporting documentation may include but is not limited to purchase orders, receipts, progress payments, subcontractor invoices, timecards, or any other documentation as deemed necessary by the Department to support the reimbursement to the Grantee for expenses in accordance with the Grantee’s PIP Application and the PIP Guidelines. I. The Grantee will submit documentation to the Department detailing actual costs incurred, which must be based on clear and completed objectives and deliverables as outlined in the PIP Application, Exhibit E of this Agreement, and any other supplemental forms prescribed by the Department J. In unique and/or unusual circumstances, the Department may consider alternative arrangements (e.g., disbursements in advance of activity initiation) to reimbursement and payment methods. Unusual circumstances include but are not limited to feasibility, unavailable funds or lack of resources and substantial progress in expenditure. K. The Department may withhold Grant funds until the grant terms have been fulfilled. L. The Department may withhold eligible Program Grants in future program years until terms of this Agreement have been fulfilled to the satisfaction of the Department. 7. Budget Contingency Clause A. The Department’s provision of funding to Grantee pursuant to this Agreement is contingent on the continued availability of PIP funds and continued state authorization for PIP activities. The Department’s provision of funding is subject to amendment or termination due to lack of funds or proper authorization. This Agreement is subject to written modification or termination, as necessary, by the Department in accordance with requirements contained in any future state legislation and/or regulations. If funding for any fiscal year is reduced or deleted Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 5 of 5 EXHIBIT B Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 for purposes of this program, the Department shall have the sole discretion to cancel this Agreement without cause, no liability occurring to the Department, or amend the current Agreement and amount allocated to Grantee. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 1 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 PIP TERMS AND CONDITIONS 1. Effective Date, Commencement of Work This Agreement is effective upon the date of the Department representative’s signature on page one of the full executed Standard Agreement, STD 213. Grantee agrees that work under this Agreement shall not commence until execution of the STD 213, (the “Effective Date”). 2. Strict Compliance Grantee will strictly comply with the terms, conditions and requirements of the PIP Statute, Guidelines and NOFA, and PLHA Statute and Guidelines, and this Agreement. 3. Contractor’s Application for Funds A. Grantee has submitted to the Department an Application for a Grant under the Program. B. Grantee warrants that all information, facts, assertions and representations contained in the Application and approved modifications and additions thereto are true, correct, and complete to the best of Grantee’s knowledge. 4. Eligible Activities A. Grant funds awarded to the Grantee and expended by either the Grantee or any entity to which Grantee awards funds shall be used for the eligible activities set forth in Exhibit A(4). The following additional requirements shall apply: B. Each Grantee shall submit a Plan contained in Exhibit E detailing: 1) The manner in which allocated funds will be used for eligible activities. 2) A description of how the Plan is consistent with the programs set forth in the Local government’s Housing Element. 3) The following for each proposed Activity: a) A description of each proposed Activity and the percentage of funding allocated to it. b) A description of major steps/actions and a proposed schedule required for the implementation and completion of the Activity. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 c) Where applicable, the period of affordability and level of affordability for each Activity. Rental Projects are required to have affordability periods of at least fifty-five years. C. If funds are used for the acquisition, construction, or rehabilitation of for-sale housing projects or units within for-sale housing projects, the grantee shall record a deed restriction against the property that will ensure compliance with one of the following requirements if the property is no longer the primary residence of the homeowner due to sale, transfer or lease, unless it is in conflict with the requirements of another public funding source or law: 1) PIP loan and any interest thereon shall be reused consistent with the Eligible Activities specified in Exhibit A(4); or, 2) The initial owner and any subsequent owner shall sell the home at an Affordable housing cost to a qualified Lower-Income or Moderate- Income household; or, 3) The homeowner and the Local government shall share the equity in the unit pursuant to an equity-sharing agreement. The grantee shall reuse the proceeds of the equity-sharing agreement consistent with the Eligible Activities specified in Exhibit A(4). D. If funds are used for the development of an affordable rental housing project, and the Local government makes the PIP assistance in the form of a loan to the Sponsor of the project, the loan shall be evidenced through a Promissory Note secured by a Deed of Trust. E. If funds are used as a loan, Grantees are required to implement a program income reuse plan describing how repaid loans and any interest thereon shall be reused for Eligible Activities specified in Exhibit A(4). 5. Scope of Work Revisions and Terms/Amendments A. Adjustments to the terms within this Agreement must be completed as a contract amendment. Contract amendments must be approved by the Department prior to implementation. If approved, contract amendments shall automatically be deemed a part of, and incorporated into, this Agreement. Approval shall be provided in writing, as appropriate. Contract amendments shall include but not be limited to: 1) Changes in the total grant amount; Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 2) Changes in Payee(s); 3) Changes in the expiration date of this Agreement; 4) Changes to the grant term date; 5) Changes to the Reimbursement Deadline. B. Revisions to the Scope of Work that may not require a contract amendment will be subject to the review and approval of the Housing Policy Development Senior Program Manager, or Manager’s Designee. Such revisions must be approved by the Department prior to implementation. Approval shall be provided in writing, as appropriate. Adjustments to the Scope of Work (Exhibit E) shall include but not be limited to: 1) An increase or reduction of activity scope; 2) Changes to or reallocations among activities that do not change the total award amount; 3) Changes in affordability and level of affordability for each activity; 4) Changes to activity start and/or completion dates. 6. Core Practices A Grantee or Subrecipient must provide eligible activities in a manner consistent with the housing first practices described in California Code of Regulations, title 25, section 8409(b)(1)-(6). A Grantee or Subrecipient allocated funds for eligible activities that provide permanent housing shall incorporate the core components of Housing First as provided in Section 8255(b) of the Welfare and Institutions Code. 7. Monitoring Grant Activities A. Grantee shall monitor the activities selected and awarded by them to ensure compliance with PIP requirements. An onsite monitoring visit of Subrecipients and any other service providers may occur whenever determined necessary by the Grantee, but at least once during the Grant period. B. The Department will monitor the performance of the Grantee based on a risk assessment and according to the terms of this Agreement. The Department may Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 4 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 also monitor any Subrecipients of the Grantee as the Department deems appropriate based on a risk assessment. C. As requested by the Department, the Grantee shall submit to the Department all PIP monitoring documentation necessary to ensure that Grantee and its Subrecipients are in continued compliance with PIP requirements. Such documentation requirements and the submission deadline shall be provided by the Department at the time such information is requested from the Grantee. 8. Reporting/Audits A. During the term of the Standard Agreement, the Department may request a performance report that demonstrates satisfaction of all requirements identified in the Standard Agreement and other Program requirements with emphasis on eligible activities, eligible uses, ineligible uses, and expenditures, according to timelines and budgets referenced herein. B. Grantees shall submit a report, in the form and manner prescribed by the Department, by April 1 of the year following the receipt of funds, and annually thereafter until funds are expended. The annual report shall contain a detailed report which must include, at a minimum: 1) Identification of the Eligible Activities to which the Grantee committed program funds, and the income levels of households assisted; 2) Amounts awarded to Subrecipients with the activity(ies) identified; 3) Identification of the Eligible Activities upon which the Contractor expended program funds, and the income levels of households assisted and the affordability level for any units assisted; and 4) Close out report for contracts that were fully expended and in which all activities funded were completed during the fiscal year. C. The Department may request additional information, as needed. D. At any time during the term of the Standard Agreement, the Department reserves the right to perform or cause to be performed a financial audit. At the Department’s request, the Contractor shall provide, at its own expense, a financial audit prepared by a certified public accountant. The State of California has the right to review project documents and conduct audits during and over the project life. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 5 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 E. If a financial audit is required by the Department, the audit shall be performed by an independent certified public accountant. Selection of an independent audit firm shall be consistent with procurement standards contained in 24 CFR 85.36. 1) The Contractor shall notify the Department of the auditor's name and address immediately after the selection has been made. The contract for the audit shall allow access by the Department to the independent auditor's working papers. 2) The Contractor is responsible for the completion of audits and all costs of preparing audits. 3) If there are audit findings, the Contractor must submit a detailed response acceptable to the Department for each audit finding within ninety (90) days from the date of the audit finding report. 9. Retention and Inspection Records A. The Contractor is responsible for maintaining records, which fully disclose the activities funded by the Grant. Adequate documentation of each transaction shall be maintained to permit the determination, through an audit if requested by the State, of the accuracy of the records and the allowability of expenditures charged to Grant funds. B. The Grantee, its staff, contractors and subcontractors shall establish and maintain an accounting system and reports that properly accumulate incurred project costs by line. The accounting system shall conform to Generally Accepted Accounting Principles (GAAP), enable the determination of incurred costs at interim points of completion, and provide support for payment vouchers and invoices. C. The Eligible Applicant shall maintain documentation of its normal procurement policy and competitive bid process (including the use of sole source purchasing), and financial records of expenditures incurred during the project in accordance with GAAP. D. The Eligible Applicant must establish a separate ledger account for receipts and expenditures of grant funds and maintain expenditure details in accordance with the scope of work, project timeline and budget. Separate bank accounts are not required. E. The Contractor agrees that the Department or its designee shall have the right to review, obtain, and copy all records and supporting documentation pertaining to Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 6 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 performance of this Agreement. The Contractor agrees to provide the Department or its designee, with any relevant information requested. 1) The Contractor agrees to permit the Department or its designee access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees who might reasonably have information related to such records and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with the PLHA Statutes, the NOFA, and this Agreement. F. The Contractor further agrees to retain all records for a period of five years after the end of the term of this Agreement: 1) If any litigation, claim, negotiation, audit, monitoring, inspection or other action has been started before the expiration of the required record retention period, all records must be retained until completion of the action and resolution of all issues, which arise from it. 2) The Contractor also agrees to include in any contract that it enters in an amount exceeding $10,000, the Department’s right to audit the contractor’s records and interview their employees. The Contractor shall comply with the caveats and be aware of the penalties for violation of fraud and for obstruction of investigation as set forth in California Public Code Section 10115.10. G. The determination by the Department of the eligibility of any expenditure shall be final. If the eligibility of any expenditure cannot be determined because records or documentation are inadequate, the expenditure may be disallowed, and the Department shall determine the reimbursement method for the amount disallowed. H. The Contractor shall retain all books and records relevant to this Agreement for a minimum of five years after the end of the term of this Agreement. Records relating to any and all audits or litigation relevant to this Agreement shall be retained for five years after the conclusion or resolution of the matter. I. Subcontractors employed by the Grantee and paid with moneys under the terms of this Standard Agreement shall be responsible for maintaining accounting records as specified above. The Grantee shall monitor and enforce subcontracts accordingly. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 7 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 10. Breach and Remedies of Non-Performance A. The Department may monitor expenditures and activities of an applicant, as the Department deems necessary, to ensure compliance with Program requirements. B. Any dispute concerning a question of fact arising under this Standard Agreement that is not disposed of by agreement shall be decided by the Department’s Housing Policy Development Manager, or the Manager’s designee, who may consider any written or verbal evidence submitted by the Grantee. The decision of the Department’s Housing Policy Development Manager or Designee shall be the Department’s final decision regarding the dispute. C. Neither the pendency of a dispute nor its consideration by the Department will excuse the Grantee from full and timely performance in accordance with the terms of this Standard Agreement. D. In the event that it is determined, at the sole discretion of the Department, that the Grantee is not meeting the terms and conditions of the Standard Agreement, immediately upon receiving a written notice from the Department to stop work, the Grantee shall cease all work under the Standard Agreement. The Department has the sole discretion to determine that the Grantee meets the terms and conditions after a stop work order, and to deliver a written notice to the Grantee to resume work under the Standard Agreement. E. Both the Grantee and the Department have the right to terminate the Standard Agreement at any time upon 30 days written notice. The notice shall specify the reason for early termination and may permit the Grantee or the Department to rectify any deficiency(ies) prior to the termination date. The Grantee will submit any requested documents to the Department within 30 days of the early termination notice. F. At any time, if the Department finds the applicant falsely proposed information in the application or as part of the application review, including documentation related to incentive payments (e.g., affordability, enhancements), the Department may require the repayment of funds or decline reimbursement. G. The Department may, as it deems appropriate or necessary, require the repayment of funds from a grantee, or pursue any other remedies available to it by law for failure to comply with Program requirements (Health and Safety Code section 50515.04(e). H. The following shall constitute a breach of this Agreement: Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 8 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 1) Grantee’s failure to comply with any of the terms and conditions of this Agreement. 2) Use of, or permitting the use of, grant funds provided under this Agreement for any ineligible costs or for any activity not approved under this Agreement. 3) Any failure to comply with the deadlines set forth in this Agreement unless approved by the Program Manager. I. In addition to any other remedies that may be available to the Department in law or equity for breach of this Agreement, the Department may at its discretion, exercise the following remedies: 1) Disqualify the Grantee from applying for future Program Funds or other Department administered grant programs; 2) Revoke existing PIP award(s) to the Grantee; 3) Decline reimbursement of funds; 4) Require the return of unexpended Program funds disbursed under this Agreement; 5) Require repayment of Program funds disbursed and expended under this Agreement; 6) Require the immediate return to the Department of all funds derived from the use of Program funds including, but not limited to recaptured funds and returned funds; 7) Seek, in a court of competent jurisdiction, an order for specific performance of the obligation defaulted upon, or the appointment of a receiver to complete the obligations in accordance with the PIP requirements; and 8) Other remedies available at law, or by and through this Agreement. J. All remedies available to the Department are cumulative and not exclusive. K. The Department may give written notice to the Grantee to cure the breach or violation within a period of not less than fifteen (15) days. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 9 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 11. Termination A. The Department may terminate this Agreement at any time for cause by giving a minimum of thirty days’ notice of termination, in writing, to the Grantee. Cause shall consist of, violations of any terms and/or special conditions of this Agreement, the PIP Statutes, Guidelines or NOFA. Upon termination of this Agreement, unless otherwise approved in writing by the Department, any unexpended funds received by the Grantee shall be returned to the Department within thirty days of the notice of termination. B. This Agreement is subject to any additional restrictions, limitations or conditions, or statute, regulations or any other laws, whether federal or those of the State of California, or of any agency, department, or any political subdivision of the federal or the State of California governments, which may affect the provisions, terms or funding of this Agreement in any manner. C. The Department has the option to terminate this Agreement under the thirty-day cancellation clause or to amend this Agreement to reflect any reduction of funds. 12. Waivers No waiver of any breach of this Agreement shall be held to be a waiver of any prior or subsequent breach. The failure of the Department to enforce at any time the provisions of this Agreement, or to require at any time, performance by the Grantee of these provisions, shall in no way be construed to be a waiver of such provisions nor to affect the validity of this Agreement or the right of the Department to enforce these provisions. 13. Relocation Grantee shall comply with all requirements of applicable California relocation law (Gov. Code, § 7260 et seq. and the regulations promulgated thereunder at Cal. Code Regulations, Title. 25, § 6000 et seq.). Any relocation plan for the Development shall be subject to the review and approval by the State. 14. Relationship of Parties It is expressly understood that this Standard Agreement is an agreement executed by and between two independent governmental entities and is not intended to, and shall not be construed to, create the relationship of agent, servant, employee, partnership, joint venture or association, or any other relationship whatsoever other than that of an independent party. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 10 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 15. Third-Party Contracts A. All state-government funded procurements must be conducted using a fair and competitive procurement process. The Grantee may use its own procurement procedures as long as the procedures comply with all City/County laws, rules and ordinances governing procurement, and all applicable provisions of California state law. B. Any contract entered into as a result of this Agreement shall contain all the provisions stipulated in the Agreement to be applicable to the Grantee’s sub- recipients, contractors, and subcontractors. Copies of all agreements with sub- recipients, contracts, and subcontractors must be submitted to the Department’s program manager upon request. C. The Department does not have a contractual relationship with the Grantee’s sub- recipients, contractors, or subcontractors, and the Grantee shall be fully responsible for all work performed by its sub-recipients, contractors, or subcontractors. D. In the event the Grantee is partnering with another jurisdiction or forming a collaborative effort between the Grantee and other jurisdictions who are grantees of the PIP, the Grantee acknowledges that each partner and/or all entities forming the SB 2 PIP collaborative are in mutual written agreement with each other but are contractually bound to the Department under separate, enforceable contracts. E. In the event the Grantee is partnering with another jurisdiction or forming a collaborative effort with other entities that are not grantees of the Prohousing Incentive Program, the Department shall defer to the provisions as noted in subsections 8(B) and 8(C) of this Section. F. The Grantee agrees to comply with all conditions of this Agreement including the Special Conditions set forth in Exhibit E. These conditions shall be met to the satisfaction of the Department prior to disbursement of funds. The Grantee shall ensure that all Subrecipients are made aware of and agree to comply with all conditions of this Agreement and the applicable State requirements governing the use of Grant funds. The Grantee shall ensure that all Subrecipients are qualified to do business and in good standing with the California Secretary of State and the California Franchise Tax Board. Failure to comply with these conditions may result in cancellation of this Agreement. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 11 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 16. Compliance with State and Federal Laws, Rules, Guidelines and Regulations A. The Grantee agrees to comply with all state and federal laws, rules and regulations that pertain to construction, health and safety, labor, fair employment practices, equal opportunity, and all other matters applicable to the grant, the Grantee, its contractors or subcontractors, and any other grant activity. B. During the performance of this Agreement, the Grantee assures that no otherwise qualified person shall be excluded from participation or employment, denied program benefits, or be subjected to discrimination based on race, color, ancestry, national origin, sex, gender, gender identity, gender expression, genetic information, age, disability, handicap, familial status, religion, or belief, under any program or activity funded by this contract, as required by Title VI of the Civil Rights Act of 1964, the Fair Housing Act (42 USC 3601-20) and all implementing regulations, and the Age Discrimination Act of 1975 and all implementing regulations. C. The Grantee shall include the nondiscrimination and compliance provisions of this clause in all agreements with its sub-recipients, contractors, and subcontractors, and shall include a requirement in all agreements with all of same that each of them in turn include the nondiscrimination and compliance provisions of this clause in all contracts and subcontracts they enter into to perform work under the Prohousing Incentive Program. D. The Grantee shall, in the course of performing project work, fully comply with the applicable provisions of the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.) E. The Grantee shall adopt and implement affirmative processes and procedures that provide information, outreach and promotion of opportunities in the Prohousing Incentive Program project to encourage participation of all persons regardless of race, color, national origin, sex, religion, familial status, or disability. This includes, but is not limited to, a minority outreach program to ensure the inclusion, to the maximum extent possible, of minorities and women, and entities owned by minorities and women, as required by 24 CFR 92.351. 17. Litigation Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 12 of 12 EXHIBIT D Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 09/10/2024 A. If any provision of this Agreement, or an underlying obligation, is held invalid by a court of competent jurisdiction, such invalidity, at the sole discretion of the Department, shall not affect any other provisions of this Agreement and the remainder of this Agreement shall remain in full force and effect. Therefore, the provisions of this Agreement are, and shall be, deemed severable. B. The Grantee shall notify the Department immediately of any claim or action undertaken by or against it, which affects or may affect this Agreement or the Department, and the Grantee shall take such action with respect to the claim or action as is consistent with the terms of this Agreement and the interests of the Department. 18. Special Conditions The State reserves the right to add any special conditions to this Agreement it deems necessary to assure that the policy and goals of the Program are achieved. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 1 of 3 EXHIBIT E Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 07/31/2024 PROGRAM-SPECIFIC PROVISIONS AND SPECIAL CONDITIONS 1. Program-specific Provisions The following are project-specific terms and conditions and shall inform the references made to project-specific information not contained in the Standard Agreement. 2. Budget Detail: Grantee has been awarded the following grant activity amounts: $750,000.00 Estimated allocation may not exceed: $750,000.00 Payees: City of San Luis Obispo, People’s Self-Help Housing Corporation, Smartshare Housing Solutions, Housing Authority of the City of San Luis Obispo, Transitions Mental Health Association The authorized Payee(s) is/are specified below: Name: City of San Luis Obispo Amount: $750,000 Name: People’s Self-Help Housing Corporation Amount: $400,000 Name: Smartshare Housing Solutions Amount: $150,000 Name: Housing Authority of the City of San Luis Obispo Amount: $150,000 Name: Transitions Mental Health Association Amount: $50,000 3. Consistency with Housing Element Programs: Provide a description of how the Plan is consistent with the programs set forth in the Local government’s Housing Element. The City’s Housing Element identifies increased housing production as a major goal. Affordability is also identified as a major goal, with continuation of the Affordable Housing Fund program described within. The Affordable Housing Fund is intended to accelerate production of affordable housing projects with the goal of supporting 4 developments per year. This is achieved through direct financial assistance to affordable housing projects that are ready for construction. The PIP funds will enable the City to make loans from the Affordable Housing Fund to 4 eligible projects. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 2 of 3 EXHIBIT E Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 07/31/2024 Project Timeline, Budget, and Statement of Work (Plan): PROJECT TIMELINE AND BUDGET AND STATEMENT OF WORK Objective Responsible Party Est. Cost Begin End Deliverable Notes Objective: Award funds to 4 separate affordable housing projects in the City. City of San Luis Obispo $750,000 9/1/2024 6/1/2025 Fund disbursement Subtask: Award funds to Calle Joaquin Homekey Project. Claim reimbursement for development activities City/People’s Self-Help Housing $400,000 9/1/2024 12/1/2025 Development of a 75 unit affordable housing community targeting formerly homeless populations Subtask: Award funds to Waterman Village Project. Claim reimbursement for development activities City/SmartShare Housing Solutions $150,000 12/1/2024 12/1/2025 Development of a 20 unit affordable housing community serving low to very-low incomes Subtask: Award funds to Monterey Crossing Senior Housing Project. Claim reimbursement for development Housing Authority of the City of San Luis Obispo $150,000 11/1/2024 6/1/2025 Development of a 55 unit affordable housing community serving low income seniors and individuals. Subtask: Award funds to TMHA Supportive Housing Project. Claim reimbursement for development Transitions Mental Health Association $50,000 11/1/2024 4/1/2025 Development of a 3-bedroom ADU in an existing residential property with permanent supportive housing. Total Estimated Cost: $750,000 Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 City of San Luis Obispo 23-PIP-18487 Page 3 of 3 EXHIBIT E Prohousing Incentive Program (PIP) NOFA Date: 1/23/2024 Approved Date: 06/11/2024 Preparation Date: 07/31/2024 4. Special Terms and Conditions The following Special Conditions are applicable to this Standard Agreement: None. Docusign Envelope ID: 385C690D-2E3C-4DE9-BCF3-C5C41C89D734 PLAN DETAILED REPORT EID-0637-2022 FOR CITY OF SAN LUIS OBISPO Environmental Impact Determination 11/23/2022App Date:Project:Plan Type: DowntownEnvironmental Impact Determination NOT AVAILABLEExp Date:District:Work Class: 0.00Under Review NOT COMPLETEDCompleted:Square Feet:Status: Description: Valuation: Environmental Review of the Dana Street Waterman Village project (ARCH-0329-2022) $0.00 Assigned To:Owen Goode Approval Expire Date: Parcel:Main002-401-002 Address:466 Dana St San Luis Obispo, CA 93401 Main Zone:FLD-AE(Flood Zone (FLD-AE)) Grid-J-10(City Grid (Grid-J-10)) MasterNo(Master Historic Property (Maste SZ-R3H(Specific Zoning (SZ-R3H)) Applicant Anne Wyatt PO Box 15034 San Luis Obispo, CA 93406 Home: 8052960013 Business: 8052155474 Owner City of San Luis Obispo 919 Palm St San Luis Obispo, CA 93401 Business: 8057817170 Page 1 of 1City of San Luis ObispoMarch 13, 2025 PLAN DETAILED REPORT TREE-0208-2024 FOR CITY OF SAN LUIS OBISPO Tree 04/24/2024App Date:Project:Plan Type: DowntownTree Removal Application NOT AVAILABLEExp Date:District:Work Class: 0.00Under Review NOT COMPLETEDCompleted:Square Feet:Status: Description: Valuation: affordable home development, 12 trees proposed for removal $0.00 Assigned To:Walter Gault Approval Expire Date: Parcel:Main002-401-002 Address:466 Dana St San Luis Obispo, CA 93401 Main Zone:MasterNo(Master Historic Property (Maste SZ-R3H(Specific Zoning (SZ-R3H)) FLD-AE(Flood Zone (FLD-AE)) Grid-J-10(City Grid (Grid-J-10)) Owner City of San Luis Obispo 919 Palm St San Luis Obispo, CA 93401 Business: 8057817170 Invoice No.Amount PaidFeeFee Amount 00035639 $182.37 Tree Removal Permit $182.37 $182.37 $182.37 Total for Invoice 00035639 Grand Total for Plan $182.37 $182.37 Page 1 of 1City of San Luis ObispoMarch 13, 2025 PLAN DETAILED REPORT ARCH-0329-2022 FOR CITY OF SAN LUIS OBISPO Architectural Review 06/20/2022App Date:Project:Plan Type: DowntownDevelopment Projects NOT AVAILABLEExp Date:District:Work Class: 0.00Under Review NOT COMPLETEDCompleted:Square Feet:Status: Description: Valuation: Architectural review of a proposed residential project consisting of 20 affordable units on the property of the rosa butron adobe. $0.00 Assigned To:Owen Goode Approval Expire Date: Parcel:Main002-401-002 Address:466 Dana St San Luis Obispo, CA 93401 Main Zone:Grid-J-10(City Grid (Grid-J-10)) MasterNo(Master Historic Property (Maste SZ-R3H(Specific Zoning (SZ-R3H)) FLD-AE(Flood Zone (FLD-AE)) Owner City of San Luis Obispo 919 Palm St San Luis Obispo, CA 93401 Business: 8057817170 Representative Dana Hunter 860 WALNUT ST Walnut St Suite B Suite B SAN LUIS OBISPO, CA 93401 Business: 8055443380206 Applicant Anne Wyatt PO Box 15034 San Luis Obispo, CA 93406 Home: 8052960013 Business: 8052155474 Created ByNote Date and Time Created 1.Graham Bultemaphysical plans routed for completeness: planning engineering building fire utilities transportation (digital only) due date: friday, july 8th, 2022 06/20/2022 2.Cassondra CorbinFIRE-RECV'D PLANS FOR REVIEW 06/21/2022 Invoice No.Amount PaidFeeFee Amount 00028840 $406.88 IT Surcharge $406.88 $4,975.29 Arch Review: Development Projects- Application $4,975.29 $5,382.17 $5,382.17 Total for Invoice 00028840 00038763 $0.00 Arch Review: Development Projects- Completion $8,365.20 $8,365.20 $0.00 Total for Invoice 00038763 Grand Total for Plan $13,747.37 $5,382.17 Page 1 of 1City of San Luis ObispoMarch 18, 2025 City of San Luis Obispo, Community Development, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7170, slocity.org Planning Services Authorization PROJECT TITLE: 466 Dana Street, Waterman Peace Village APPLICANT: SmartShare Housing Solutions – Anne Wyatt (Representative), Vicki van den Eikhof (Authorized Representative) APPLICANT ADDRESS: 466 Dana Street, San Luis Obispo, CA 93401 PROJECT DESCRIPTION: Additional CHC Hearing Support PROCESSING FEES: 1. Consultant Fee (Firm: SWCA)….…........................................................ $1946.31 (Revenue Account 701-0000-21012) 2. Total Fees …………………………………………………………….……. $1946.31 Authorization and Assurances The cost to the applicant for consultant services (as stated in line 1 above) is based on the Scope of Work for Ongoing CEQA Support, for the project as detailed in the "466 Dana Street Ongoing CEQA Support Change Order 2", consultant scope of work. Date Tyler Corey, Deputy Director As applicant for this project, I hereby accept the fees for Ongoing CEQA Support and agree to deposit with the City of San Luis Obispo Community Development Department, the amount shown on line 2 above. Upon receipt of this sum, the Community Development Director is authorized to employ a qualified consultant to complete work as detailed in "466 Dana Street Ongoing CEQA Support Change Order 2" consultant scopes of work. Date Anne Wyatt I December 19, 2024 Community Development --------- 919 Palm Street, San Luis Obispo, CA 93401-3218 805.781.7170 Planning Services Authorization PROJECT TITLE: 466 Dana Street, Waterman Peace Village APPLICANT: SmartShare Housing Solutions -Anne Wyatt (Representative) -Vicki van den Eikhof (Authorized Representative) APPLICANT ADDRESS: 466 Dana Street, San Luis Obispo, CA 93401 PROJECT DESCRIPTION: Under this authorization, consultant will address all comments received on the Administrative Draft IS and incorporate revisions based on the updated project materials. Consultant will provide a Screencheck IS/Mitigated Negative Declaration (IS/MND) for City staff to review along with a Draft Mitigation Monitoring and Reporting Program (MMRP), which will identify each mitigation measure, the appropriate milestone or timing to implement the measure, the responsible party, and any reporting/verification requirements. After the close of the 30-day public comment period on the Draft IS/MND, consultant will review agency and public comments received by the City. These services include Project Management and Coordination of associated tasks, and Public Hearing Support. PROCESSING FEES: 1.Consultant Fee (Firm: SWCA) ...................................................... $7,561.00 (Revenue Account 701-0000-21012) 2.Total Fees ............................................................................ $7,561.00 Authorization and Assurances The cost to the applicant for consultant services (as stated in line 1 above) is based on the Scope of Work for Ongoing CEQA Support, for the project as detailed in the "466 Dana Street Ongoing CEQA Support Change Order 2", consultant scope of work. Februruy 8, 2024 Date Tyler Corey, Deputy Community Development Director As applicant for this project, I hereby accept the fees for Ongoing CEQA Support and agree to deposit with the City of San Luis Obispo Community Development Department, the amount shown on line 2 above. Upon receipt of this sum, the Community Development Director is authorized to employ a qualified consultant to complete work as detailed in "466 Dana Street Ongoing CEQA Support Change Order 2" consultant scopes of work. Date •I zrOt�\t --Arme-Wyatt 7 � 2• o N 2-A- Lt '.e.. 1 Wooten, Eric From:Anne Wyatt <anne@smartsharehousingsolutions.org> Sent:Monday, December 2, 2024 9:55 AM To:Amini, David Cc:Vicki van den Eikhof; Joanna Balsamo-Lilien Subject:Re: FW: Public Notice - For Immediate Release Hi, got it. thanks. I'll reach out to all three of those consultants you suggest. At a minimum, we can be getting the adobe on the state list to be ready for the next round and know what our options are. Yeah, the webinar and info provided from State Parks is not useful for non-profits, unfortunately. What I did hear and bet they're right on is that the reservations for the January funds allotted will be taken within minutes of the application opening period, so anyone going to capture funds has to have EVERYTHING ready to submit at 8 am on opening day. On Mon, Dec 2, 2024 at 8:49 AM Amini, David <DAmini@slocity.org> wrote: Good morning Anne, Unfortunately these info sessions never seem to clarify basic questions, and this program is brand new which adds issues. I believe the California Tax Credit committee is administering this program, so its unsurprising state parks staff are unfamiliar. I tried to answer your points below, hopefully it provides some food for thought. I still think this program is going to be our best shot at underwriting most of the expenses of rehabilitation of the adobe, as well as construction of the new units. 1. When I read the program guidelines, it seems like “register eligible” projects are eligible to apply. See below. The HRER concludes that this property is eligible for register listing, I’m sure that’s more than enough to qualify. 2 2. Regarding the rehab costs, yes, a detailed cost estimate will be needed. Once entitlements go through, it will be critical to get a certified construction cost estimate. It’s important to note too that architect fees, as well as other consultant fees, are usually considered eligible expenses for tax credit programs. 3.Like all affordable housing tax credit programs, the tax credits themselves are useless to non-profits. Community lending institutions (big banks) buy these credits and provide a construction loan for the rehabilitation expenses that rolls into a permanent loan (typically 55 year term and fixed interest rate close to the prime rate) after completion. Think Banc of California, Bank of America, JP Morgan, etc. I think it would be worth reaching out to an affordable housing tax credit consultant to understand this new program more and the potential applicability to this project. See below for a list of consultants that I have worked with in my past as an affordable housing developer. These consultants help to assemble the project pro formas, assist with tax credit applications, and also have insider relationships with HCD, California Tax Credit Committee, etc. Typically, they don’t charge anything up front and their fee is added to the project budget as a qualified expense. Novogradac 3 California Housing Partnership Community Economics Thank you, David Amini Housing Coordinator Community Development 919 Palm, San Luis Obispo, CA 93401-3218 E DAmini@slocity.org T 805.781.7524 slocity.org Stay connected with the City by signing up for e-notifications From: Anne Wyatt <anne@smartsharehousingsolutions.org> Sent: Wednesday, November 27, 2024 12:18 PM To: Amini, David <DAmini@slocity.org> Cc: Vicki van den Eikhof <vicki@smartsharehousingsolutions.org>; Joanna Balsamo-Lilien < Subject: Re: FW: Public Notice - For Immediate Release David, following up on your note on State Historic Rehabilitation Tax Credit program opportunity for funding the Waterman VIllage adobe rehab, I did attend the informational video yesterday and read guidelines. Unfortunately, a few necessary items preclude SSHS from applying this year for the January allocation, including: 1. need to be on state register to apply, which the adobe does not seem to be on--getting it on will take time; 2. need to know rehab costs to apply--as it is without a clearly defined and approved project, we're just guessing at cost estimates. 3. Finally, and most likely a problem for any future allocations, the webinar presenter and guidelines are unclear on the question several of us asked there on how the tax credit benefits a non profit that does not pay taxes. All the presenter said was consult a tax attorney, which really did not help us any. We're not positioned to be able to sell tax credits directly, even if that may be possible. It seems this program offers private entities an actual credit on their taxes for expenditures, which does not help non profits who pay no taxes anyway . There may be another interpretation to this take, but it was frustrating that the state parks staff could not assist the many non profit representatives on the call with what seemed a basic question. If the adobe were already on the state list I'd press the question, but that process would clearly be a first step toward possible future application. THanks. We'll keep turning all the stones and find sources that will work. Joyful Thanksgiving to you. -a 4 On Wed, Nov 20, 2024 at 1:23 PM Amini, David <DAmini@slocity.org> wrote: Good afternoon Anne, See below regarding the State Historic Rehabilitation Tax Credit program. This is a perfect funding source for Waterman – projects including construction of affordable housing receive a 5 percent bonus. Thank you, David Amini Housing Coordinator Community Development 919 Palm, San Luis Obispo, CA 93401-3218 E DAmini@slocity.org T 805.781.7524 slocity.org Stay connected with the City by signing up for e-notifications From: California Office of Historic Preservation <amy.eubanks@californiaofficeofhistoricpreservation.ccsend.com> Sent: Wednesday, November 20, 2024 1:20 PM To: Amini, David <DAmini@slocity.org> Subject: Public Notice - For Immediate Release This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. State Historic Rehabilitation Tax Credit Update View as Webpage 5 6 Announcement: California Office of Historic Preservation announces the start of the State Historic Rehabilitation Tax Credit Program 7 California State Parks’ Office of Historic Preservation (OHP) announced today it will begin accepting applications for the State Historic Rehabilitation Tax Credit Program at 8 a.m. on Jan. 6, 2025. California property owners can apply for the credit to rehabilitate and maintain their historical buildings and qualified residences, retaining Californians’ link to the past while keeping historic buildings and homes relevant in the present and beyond. The tax credit program provides a 20% credit for qualified rehabilitation expenditures (or 25% credit if the structure meets specified criteria) for rehabilitation of a certified historic structure or a qualified residence, as provided, within the state to be allocated on a first- come-first-served basis by the California Tax Credit Allocation Committee, in conjunction with OHP. A total of $50 million is available for allocation. In preparation for this program, OHP is holding two virtual informational sessions on eligibility qualifications, completing the application and documentation requirements, with time allotted for questions and answers. The sessions will be held:  Tuesday, Nov. 26, noon-1 p.m. (register here)  Tuesday, Dec. 3, 5-6 p.m. (register here) Application instructions, forms, frequently asked questions and program regulations can be found on the OHP’s State Historic Rehabilitation Tax Credit site. Potential applicants are recommended to read the program information in advance of the informational sessions. For information about the tax credit program, please contact Deputy State Historic Preservation Officer Jody L. Brown at Jody.L.Brown@parks.ca.gov. The OHP administers federal and state mandated historic preservation programs to further the identification, evaluation, registration and protection of California's irreplaceable resources, and promotes the care, maintenance, relevance and reuse of California’s historic properties. Photo courtesy of Andre M/Creative Commons. California Office of Historic Preservation | 1725 23rd Street, Suite 100 | Sacramento, CA 95816 US 8 Unsubscribe | Update Profile | Constant Contact Data Notice -- Warmly, Anne Wyatt Executive Director, Smart Share Housing Solutions, Inc. a nonprofit public benefit 501(c)(3) corporation with programs HomeShareSLO; ADU SLO; Co-Living Collaborative P.O. Box 15034, San Luis Obispo, CA 93406 (805) 215-5474 office; (805) 296-0013 cell SmartShareHousingSolutions.org Creating Housing Solutions by Connecting People and homes 9 -- Warmly, Anne Wyatt Executive Director, Smart Share Housing Solutions, Inc. a nonprofit public benefit 501(c)(3) corporation with programs HomeShareSLO; ADU SLO; Co-Living Collaborative P.O. Box 15034, San Luis Obispo, CA 93406 (805) 215-5474 office; (805) 296-0013 cell SmartShareHousingSolutions.org To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet. Creating Housing Solutions by Connecting People and homes Agenda Human Relations Commission Wednesday, May 4, 2022 The City of San Luis Obispo has returned to in-person meetings. Zoom participation will not be supported. For those attending in-person, City facilities will be at limited capacity and masks are strongly recommended. INSTRUCTIONS FOR PUBLIC COMMENT: Public Comment prior to the meeting (must be received 3 hours in advance of the meeting): Mail - Delivered by the U.S. Postal Service. Address letters to the City Clerk's Office at 990 Palm Street, San Luis Obispo, California, 93401. Email - Submit Public Comments via email to advisorybodies@slocity.org. In the body of your email, please include the date of the meeting and the item number (if applicable). Emails will not be read aloud during the meeting. Voicemail - Call (805) 781-7164 and leave a voicemail. Please state and spell your name, the agenda item number you are calling about, and leave your comment. Verbal comments must be limited to 3 minutes. All voicemails will be forwarded to the members and saved as Agenda Correspondence. Voicemails will not be played during the meeting. All correspondence will be archived and distribute d to members, however, submissions received after the deadline will not be processed until the following day. Public Comment during the meeting: Meetings have returned to an in-person format. To provide public comment during the meeting, you must be present in the Council Hearing Room. Zoom participation will not be supported. The Council Hearing Room is located at City Hall, 990 Palm Street, San Luis Obispo. If you have questions, contact the City Clerk's Office at cityclerk@slocity.org or (805) 781-7100. Human Relations Commission Agenda of May 4, 2022 Page 2 5:00 PM REGULAR MEETING COUNCIL CHAMBERS 990 Palm Street San Luis Obispo, CA 93401 CALL TO ORDER: Chair Colyer-Worth ROLL CALL: Commissioners Catuih Campos, Stephanie Carlotti, Jesse Grothaus, Taryn Warrecker,Vice Chair Angie Kasprzak, and Chair Dusty Colyer- Worth PUBLIC COMMENT PERIOD: At this time, the general public is invited to speak before the Human Relations Commission on any subject within the jurisdiction of the Human Relations Commission that does not appear on this agenda. Although the Commission will not take action on any item presented during the Public Comment Period, the Chair may direct staff to place an item on a future agenda for formal discussion. CONSIDERATION OF MINUTES 1. Minutes of the Human Relations Commission Meeting of April 6, 2022. PUBLIC HEARINGS 2. Consideration of the 2022-23 Grants-in-Aid (GIA) Preliminary Funding Recommendations (Makekau) Recommendation: Consider the preliminary funding recommendations for the 2022-23 GIA program and forward the recommendation to City Council for final consideration. Human Relations Commission Agenda of May 4, 2022 Page 3 STAFF & COMMISSIONER COMMUNICATIONS 3. Staff Updates 4. Commissioner Updates ADJOURNMENT The next Regular Meeting of the Human Relations Commission is scheduled for Wednesday, June 1, 2022 at 5:00 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo. APPEALS: Administrative decisions by the Human Relations Commission may be appealed to the City Council in accordance with the appeal procedure set forth in Chapter 1.20 of the San Luis Obispo Municipal Code. The City of San Luis Obispo wishes to make all of its public meetings accessible to the public. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities. Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the City Clerk’s Office at (805) 781-7100 at least 48 hours before the meeting, if possible. Telecommunications Device for the Deaf (805) 781-7410. Agenda related writings or documents provided to the City Council are available for public inspection in the Community Development Department located at 919 Palm Street. San Luis Obispo, California during normal business hours, and on the City’s website: http://www.slocity.org/government/advisory-bodies Meeting audio recordings can be found at the following web address: http://opengov.slocity.org/WebLink/Browse.aspx?id=60981&dbid=0&repo=CityClerk Wednesday, April 6, 2022 CALL TO ORDER A Regular Meeting of the San Luis Obispo Human Relations Commission was called to order on Wednesday, April 6, 2022 at 5:00 p.m. in the Council Hearing Room by Chair Dusty Colyer- Worth. ROLL CALL Present: Commissioners Catuih Campos, Stephanie Carlotti, Jesse Grothaus, and Megan Souza, Taryn Warrecker,Vice Chair Angie Kasprzak, and Chair Dusty Colyer-Worth Absent: None Staff: Beya Makekau, Diversity, Equity, and Inclusion Manager, Owen Goode, Assistant Planner, and Olivia Bergin, Planning Intern PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA None End of Public Comment-- ELECTION OF CHAIR AND VICE CHAIR 1.Elect members of the Human Relations Commission to serve as Chair and Vice Chair for the 2022–2023 term Recommendation: As required by the Human Relations Commission Bylaws, hold the annual election of Chair and Vice Chair. ACTION: MOTION BY COMMISSIONER CARLOTTI, SECOND BY COMMISSIONER SOUZA, 7-0-0, to elect Commissioner Colyer-Worth as Chair of the Human Relations Commission for the 2022-2023 term. ACTION: MOTION BY COMMISSIONER WARRECKER, SECOND BY COMMISSIONER CARLOTTI, 7-0-0, to elect Commissioner Kasprzak as Vice Chair of the Human Relations Commission for the 2022-2023 term. Item 1 Minutes Human Relations Commission Meeting of April 6, 2022 Page 2 APPROVAL OF MINUTES 2. Consideration of Minutes of the Regular Meeting of the Human Relations Commission of March 2, 2022 ACTION: MOTION BY COMMISSIONER GROTHAUS, SECOND BY COMMISSIONER SOUZA, 7-0-0, to approve the minutes of the Regular Meeting of the Human Relations Commission of March 2, 2022. BUSINESS ITEM 3. Preliminary Review of 2022-2023 Grants-in-Aid (GIA) Subcommittee Funding Recommendations (Kasprzak/Grothaus) Recommendation: Subcommittee to present preliminary funding recommendations for the 2022-23 Grants-in-Aid (GIA) program. Assistant Planner Owen Goode, Vice Chair Kasprzak, and Commissioner Grothaus presented on the first and second round Grants-in-Aid funding recommendations to aid the Human Relations Commission in finalizing funding allocations. Public Comments: None End of Public Comment— ACTION: This was an informational item; no action was taken. STAFF & COMMISSIONER COMMUNICATIONS 4. Staff Updates Diversity, Equity, and Inclusion Manager Beya Makekau shared her DEI Strategic Plan for transitioning the Human Relations Commission under the Diversity, Equity, Inclusion and its future vision. 5. Commissioner Updates None ADJOURNMENT Chair Colyer-Worth adjourned the meeting at 6:57 p.m. The next Regular Human Relations Commission meeting is scheduled for Wednesday May 4, 2022 at 5:00 p.m. in the Council Chambers in City Hall, 990 Palm Street, San Luis Obispo. APPROVED BY THE HUMAN RELATIONS COMMISSION: XX/XX/2022 Item 1 Page 1 HUMAN RELATIONS COMMISSION AGENDA REPORT SUBJECT: 2022-23 Grants-in-Aid (GIA) Program PROJECT ADDRESS: Citywide BY: Beya Makekau, Diversity, Equity, and Inclusion Manager Phone Number: (805) 781-7073 E-mail: bmakekau@slocity.org BACKGROUND The City’s Grants-in-Aid (GIA) program, overseen by the Human Relations Commission (HRC), provides financial support to non-profit organizations that promote the economic and social well-being of the citizens of San Luis Obispo. Grants are made to local organizations or agencies based in neighboring communities who serve a significant number of City residents. The HRC advises the City Council on community needs and funding recommendations. FUNDING PRIORITIES On November 16, 2021, Council adopted homelessness prevention, including affordable and alternative housing, support services and transitional housing as the primary funding priority for allocating GIA funds for the 2022-23 program. However, to allow maximum flexibility for funding recommendations dependent upon the received applications, the following were not ranked, but were agreed to be important priorities: Hunger and malnutrition prevention Supportive physical and mental health services for those in need Services for seniors, veterans and/or people with disabilities in need Supportive, development and care services for children and youth in need Services encouraging diversity, equity, and inclusivity in marginalized communities including language access GIA INITIATION In December of 2021, the HRC formally launched its annual GIA process by advertising the availability of grant funds and information regarding the upcoming GIA timeline via email to past applicants and agencies identified by the DEI taskforce. GIA applications were due to the City on January 29, 2022. The City received grant funding requests from 30 agencies requesting funding for 35 different programs totaling $401,167, which amounted to $151,167 over the available funding amount. Attachment A includes a list of the applications submitted to the City for GIA funding and the HRC’s recommended funding amounts. The GIA Program Application Summary, provided as Attachment B, further describes each program and recommendation reasoning. INCREASE IN FUNDING AVAILABILITY The congressional American Rescue Plan Act (ARPA) approved $350 billion for state, local, territorial, and Tribal governments in form of the Coronavirus State and Local Fiscal Recovery Funds. This historic bill provides economic stimulus funding to the City of San Luis Obispo to reimburse lost revenue and help support economic recovery efforts. An initial $8.9 million was programmed into the 2021-23 Supplemental budget and it has since been increased to $13.5 million. At the February 15, 2022, City Council meeting, the Council directed staff to prioritize ARPA funding towards housing and homelessness, and at the March 1, 2022, City Council meeting, the Council directed staff to return at the 2022-2023 Supplemental Budget to appropriate $100,000 to augment the Human Relations Commission annual Grants in Aid (GIA) cycle one time to further support health and human services programs or projects. This created a total funding availability for this upcoming cycle to amount to 250,000. Item 2 Page 2 SUBCOMMITTEE AND HRC PRELIMINARY REVIEW PROCESS On February 2, 2022, the HRC convened the GIA subcommittee of Commissioner Grothaus and Vice Chair Kasprzak to review grant applications and make preliminary funding recommendations in the amount of $250,000. The subcommittee members utilized the endorsed GIA Funding Priorities set by Council, the location of the target population of people to be served, and the incurred expenses proposed to be offset by GIA dollars, to guide their funding recommendations. On April 6, 2022, the GIA subcommittee presented preliminary grant recommendations to the full HRC. During the discussion, the subcommittee engaged with the other Commissioners to make adjustments to the preliminary recommendations, based on their past personal experiences as organizational liaisons and overall feasibility of the proposed projects in accordance with the Funding Priorities and Criteria. HRC PUBLIC HEARING The public hearing to be held on May 4, 2022, will allow the HRC to solicit feedback from the public/service providers on the GIA preliminary funding recommendations, prior to review by the City Council. Upon the public testimony, the HRC may make changes so that the recommendations reflect a majority opinion of the Commission. NEXT STEPS The HRC’s recommended allocations will be forwarded to the City Council for a final approval, which is tentatively scheduled for July 2021. Upon Council approval of GIA funding allocations, the City will enter contracts with the awarded organizations. The HRC and City staff will monitor the contracts throughout the fiscal year. ATTACHMENTS 1. 2022-23 GIA Preliminary Funding Recommendations 2. 2022-23 GIA Program Application Summary Item 2 Page 3 Item 2 - Attachment A 2022-23 Grants-in-Aid (GIA) Preliminary Funding Recommendations Estimated Budget = $250,000 App. Non-Profit Organization Program Grant Request HRC Preliminary Recommendation 1 5 Cities Homeless Coalition Rapid Re-Housing Homeless Prevention Assistance- SLO 10,000 10,000 2 Access Support Network Hepatitis C Project- Access to Care 7,000 3 Access Support Network AIDS/HCV Homeless Prevention and Supportive Housing Program 7,560 7,560 4 Big Brothers Big Sisters of SLO County Community and School Based Mentoring 15,000 $7,500 5 City Farm SLO Youth Empowerment Program (YEP) 15,000 $5,000 6 Community Action Partnership of San Luis Obispo County, Inc Homeless Prevention/ Housing Stability 10,000 10,000 7 Community Action Partnership of San Luis Obispo County, Inc. SAFE 10,000 5,000 2022-23 GIA Preliminary Funding Recommendations Human Relations Commission Page 4 Item 2 - Attachment A 8 Community Counseling Center (CCC) of San Luis Obispo Left to Their Own Devices: Virtual & In person Psychotherapy 5,000 5,000 9 Court Appointed Special Advocates of San Luis Obispo County, Inc Child Advocacy to Avert Homelessness 7,500 7,500 10 Cuesta College Foundation The Breakfast Club: Engaging Homeless College Students 4,725 $4,725 11 Food Bank Coalition of San Luis Obispo No-Cook Bags for homeless residents 12,000 $12,000 12 French Hospital Medical Center Foundation Homeless Support Prevention Program 20,000 $15,000 13 Hospice of San Luis Obispo County Grief Counseling and In-Home Respite/Caregiver Support 25,000 $10,000 14 Jack’s Helping Hand, Inc Jack’s Assistance Program 5,000 - 15 Literacy for Life Organization Literacy Program $5,000 $5,000 16 Long Term Care Ombudsman Services of San Luis Obispo Ombudsman Services 3,000 $3,000 Page 5 Item 2 - Attachment A 17 Lumina Alliance Emergency Shelter Operation Support 12,000 $12,000 18 Meals That Connect Senior Nutrition Program 10,000 $10,000 19 One Cool Earth Earth-Genius- Growing Happy, Healthy, and Smart Youth 6,000 $6,000 20 People’s Self-Help Housing Corporation City of San Luis Obispo Supportive Housing Program 25,000 $7,500 21 Pregnancy and Parenting Support Formerly ALPHA) Health Start, Bright Futures 12,000 $12,000 22 R.A.C.E. Matter SLO Black-Centered Social and Cultural Spaces 56,030 $15,000 23 San Luis Obispo Children’s Museum Supporting Unhoused Children With Children’s Museum Visits 6,252 $5,115 24 San Luis Obispo Committee for Education on Alcoholism, dba MiddleHouse" Grant for Quarantine Housing 5,000 $5,000 25 San Luis Obispo Committee for Education on Alcoholism, dba MiddleHouse" Client Housing Supplement 3,100 $3,100 26 San Luis Obispo Committee for Education on Alcoholism, dba MiddleHouse" Grant for Quarantine Housing 4,500 - Page 6 Item 2 - Attachment A 27 San Luis Obispo Legal Assistance Foundation Senior Legal Services Project 10,000 $10,000 28 Senior Volunteer Services Healthy Futures $3,000 $3,000 29 Shower the People Shower The People STP) 10,000 $10,000 30 SLO Noor Foundation SLO Noor Free Medical Clinic and Diagnostics Access Project 12,000 $6,000 31 Smart Share Housing Solutions, Inc HomeShare funds & incentives & Waterman Village development 14,500 $8,000 32 The San Luis Obispo Child Development Resource Center Early Childhood Development & Therapeutic Mental Health Services 20,000 $10,000 33 The San Luis Obispo Wind Orchestra Dancing At A Distance 10,000 - 34 Tolosa Children's Dental Center Tolosa Children's Dental Center- San Luis Obispo (TCDC SLO) 10,000 $10,000 35 United Way 211 SLO $10,000 $10,000 Total $401,167 $250,000 1. 5 Cities Homeless Coalition: Rapid Re-Housing & Homeless Prevention Assistance- SLO 2018 Grant Award: $4,000 2019 Grant Award: $5,400 2020 Grant Award: $0 2021 No Application: $0 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 5 Cities Homeless Coalition provides wrap-around services including case management and direct financial assistance - with a special emphasis on our housing support program. 5CHC's housing support program serves clients throughout San Luis Obispo County who are either homeless or facing homelessness. With these activities we will work to ensure services are low-barrier and accessible; help participants identify and resolve barriers to housing; assist them to resolve their housing crisis before focusing on other non-housing related services; allow participants to choose the services and housing that meets their needs; connect participants to appropriate services and offer financial assistance initially at a minimum level and adding as needed through progressive engagement. 2. Access Support Network (ASN): Hepatitis C Project – Access to Care 2018 Grant Award: $4,000 2019 Grant Award: $5,400 2020 Grant Award: $0 2021 Grant Award: $0 2022 Grant Request: $7,000 2022 Preliminary Recommendation: $0 To maintain the highest level of health, a person living with HIV I AIDS or hepatitis C PLWH) must have access to medical care, adequate nutrition, and, most importantly, adequate and stable shelter and living conditions. To ensure that clients maintain stable and supportive housing, the ASN established a housing program, including 13 agency-owned units. The ASN is seeking funding to support and sustain the SLO Hep C Project, which delivers essential services to people living with HCV, including increased access to medical care and connections to comprehensive care services and community resources. ASN requests 5,000 for personnel costs of the health counselor and benefits counselor of the Program. Item 2 - Attachment B 2022-23 GIA Program Application Overview and Funding History Human Relations Commission 3. Access Support Network (ASN): HIV/HCV Homeless Prevention and Supportive Housing Program 2018 Grant Award: $4,000 2019 Grant Award: $5,400 2020 Grant Award: $0 2021 Grant Award $6,000 2022 Grant Request: $7,560 2022 Preliminary Recommendation: $7,560 The ASN's Housing Program is a well-established and crucial aspect of the agency. The ASN requests funds to provide utility subsidies and facilities operational support to operate the 13 agency-owned low-income housing units. All units are located in the City of San Luis Obispo, thus providing a 100% City user rate. Ten of the 13 rental units are part of the Housing Authority of SLO's Housing Choice Voucher program which grants ASN residents at these 10 units a portable voucher after a year of residence. ASN is requesting $6,000 to pay for utility costs of Agency-owned rental units for 12 months. 4. Big Brothers Big Sisters of San Luis Obispo County: Community Based Youth Mentoring 2018 Grant Award: $1,875 2019 Grant Award: $3,000 2020 Grant Award: $5,000 2021 Grant Award: $5,000 2022 Grant Request: $15,000 2022 Preliminary Recommendation: $7,500 Big Brothers Big Sisters is a donor and volunteer supported organization proven to help vulnerable children of single, low-income, and/or incarcerated parents succeed. They create one-to-one relationships that match children facing adversity with trained and supervised volunteer role models. They propose to provide positive mentors through the Community Based Program for 87 children living in the City of San Luis Obispo. They are requesting 10,000 in funding to support 5 new matches and 35 ongoing matches within the City of SLO. Expenses include professional staff salaries to enroll and support volunteers working with at-risk youth. 5. City Farm SLO: Youth Empowerment Program (YEP) 2018 Grant Award: $6,750 2019 Grant Award: $9,000 2020 Grant Award: $12,000 2021 No Application: $0 2022 Grant Request: $15,000 Trrrete rert 2022 Preliminary Recommendation: $5,000 City Farm SLO's Youth Empowerment Program (YEP) provides career and college readiness workshops and technical instruction to underserved youth in San Luis Obispo through intensive 8-week programming and summer internships. Workshops are conducted bilingually in English and Spanish by instructors trained in youth empowerment strategies, covering these topics: health and wellness, financial literacy, goal setting, resume building, leadership, public speaking, and DEI in agriculture. Upon graduation, students can apply for a paid summer farming internship. 6. Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO): Homeless Prevention and Stable Housing 2018 Grant Award: $6,750 2019 Grant Award: $9,000 2020 Grant Award: $12,000 2021 Grant Award: $20,000 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 The Homeless Prevention/Stable Housing Program provides emergency: financial assistance to City of San Luis Obispo households that are at-risk of being evicted and need assistance with a rental payment or need assistance securing housing with first month's rent and/or security deposit. They are requesting $20,000 to fund the Program, thus providing: financial assistance payments to cover rent or security deposits for low-income City households. 7. Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO): SAFE 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $5,000 CAPSLO, the primary homeless services provider in the City of SLO, employs a full-time SAFE Family Advocate who serves schools in the SLO City limits. The Family Advocate coordinates referrals and provides direct support to the families, such as school enrollment, medical coordination of services, housing search, legal resources, mental health coordination of services, summer activity enrollment, and more. This position is co-funded with SLCUSD for the school year only, therefore SAFE is seeking other funding to cover the Family Advocate position during the summer and school breaks so that services for homeless families and unaccompanied youth can be provided year-round. 8. Community Counseling Center (CCC) OF San Luis Obispo: Left to Their Own Devices: Virtual & In person Psychotherapy 2018 Grant Award: $4,500 2019 Grant Award: $4,000 2020 Grant Award: $3,600 2021 Grant Award: $3,500 2022 Grant Request: $5,000 2022 Preliminary Recommendation: $5,000 Community Counseling Center (CCC) is a mental health safety net contributor and preventative care provider of premium, affordable counseling for individuals, children, couples, and families who are financially constrained and underinsured. Clients pay sliding scale fees based on their net household monthly income and are never refused services due to an inability to cover cost. They are requesting $5,000 total to provide supplies, technical support, and training. 9. Court Appointed Special Advocates of San Luis Obispo County, Inc. (CASA): Child Advocacy to Avert Homelessness 2018 Grant Award: $4,250 2019 Grant Award: $5,000 2020 Grant Award: $1,875 2021 Grant Application: $3,750 2022 Grant Request: $7,500 2022 Preliminary Recommendation: $7,500 The CASA program recruits, trains, and supervises volunteer community members to become advocates for children who have been removed from their home due to abuse and neglect and are under the court's jurisdiction. Most of these children are placed in foster care. CASA volunteers are assigned to a child's case until it is resolved, averaging about 1.4 years. Volunteers oversee all information concerning the child, including reports form social workers, law enforcement, medical providers, mental health professionals, and school personnel. They are requesting $7,500 to cover a portion of their rental costs for their San Luis Obispo-based office. 10. Cuesta College Foundation – The Breakfast Club: Engaging Homeless College Students 2021 Grant Award: $0 2022 Grant Request $4,725 2022 Preliminary Recommendation: $4,725 The Breakfast Club Program requests GIA funding in the amount of $4,725 to provide a hot meal for an average of 15 homeless/housing insecure students each week for 45 weeks (675 meals) at $7/meal. This funding for the first year of operation will help staff identify best practices and secure additional resources to sustain the program long term. Funding from Cuesta College and the Cuesta College Foundation will continue to support current services for homeless students. Once proven successful over the next year, The Breakfast Club will be institutionalized within Student Services with staff dedicated to management and oversight. 11. Food Bank Coalition of San Luis Obispo County: No-Cook Bags for homeless residents 2018 Grant Award: $8,182 2019 Grant Award: $12,000 2020 Grant Award: 9,600 2021 Grant Award: $12,000 2022 Grant Request: $12,000 2022 Preliminary Recommendation: $12,000 The SLO Food Bank prioritizes programs that most efficiently and effectively connect hungry people with food in a safe way. This funding request will provide continued funding to the new No-Cook Bags program, bags of portable foods designed for homeless residents who do not have access to a kitchen and cannot benefit from typical Food Bank distribution items. 12. French Hospital Medical Center Foundation: Homeless Support & Prevention Program 2022 Grant Request: $20,000 2022 Preliminary Recommendation: $15,000 The Homeless Support and Prevention Program (HSPP) at French Hospital Medical Center (FHMC) provides financial assistance and case-managed follow-up for medically fragile homeless patients, as well as homeless prevention services for patients considered at-risk. The HSPP allows case managers the ability to address the social needs of homeless and at-risk patients by providing resources necessary for these patients to rest and manage their health upon discharge. The HSPP provides homeless patients and patients identified as at-risk for homelessness with the following services at hospital discharge: (1) shelter for additional recovery time, (2) a stay at a sober living facility (if medical conditions are exacerbated by or related to substance abuse), (3) transportation upon discharge, (4) medication, (5) basic survival supplies, and (6) case management services. This program relies on gifts and donations; the requested funds will help cover the costs of these services. 13. Hospice of SLO County – Grief Counseling and In Home Respite/Caregiver Support 2020 Grant Award: $5,225 2021 Grant Award: $7,500 2022 Grant Request: $25,000 2022 Preliminary Recommendation: $10,000 Hospice provides in-home support, respite support, and care management to those with a life-limiting illness who have a greater than 6 moths prognosis, are continuing to pursue curative care regardless of diagnosis or have been discharged from Medicare-reimbursed hospice agencies. Hospice will use grant funds to offset expenses for volunteer services personnel and volunteer training costs. 14. Jack’s Helping Hand, Inc: Jack’s Assistance Program 2018 Grant Award: $2,500 2019 Grant Award: $0 2020 Grant Award: $1,000 2021 Grant Award: $0 2022 Grant Request: $5,000 2022 Preliminary Recommendation: $0 Jack's Helping Hand (JHH) helps children with special needs and their families whose resources have been exhausted. The JHH Assistance Program provides a range of services, therapies, medical products, transportation and lodging costs to qualified children with special needs in the County; however, the majority of grant recipients, staff and volunteers of JHH live in the City of San Luis Obispo. The GIA grant, will be used entirely for services for children and their families, including: $1,500 for food (out of town trips to specialists), and $3500 for transportation (air, train, bus fares or gasoline for out-of-area trips). 15. Literacy for Life Organization: Literacy Program 2018 Grant Award: $2,500 2019 Grant Award: $1,000 2020 Grant Award: $2,500 2021 Grant Award: $3,750 2022 Grant Request: $5,000 2022 Preliminary Recommendation: $5,000 Literacy for Life teach adults sixteen and older to read, write, and speak English. Their one-on-one instruction is free to all and provides a non-threatening learning environment which empowers individuals to learn English communication skills. They are requesting 5,000 to continue their program. 16. Long Term Care Ombudsman Services of San Luis Obispo County: Ombudsman Services 2019 Grant Award: $3,000 2020 Grant Award: $1,500 2021 Grant Award: $3,000 2022 Grant Request: $3,000 2022 Preliminary Recommendation: $3,000 The Long-Term Care Ombudsman Services are requesting funds to provide Ombudsman services, including resident advocacy, facility monitoring visits, complaint investigation and resolution, information and consultation and systemic advocacy for residents of long- term care facilities located within the City of San Luis Obispo. Their advocacy services include preventing low income/low asset nursing facility residents from eviction to homelessness or to inappropriate or inadequate levels of care. They are requesting $3,000 to cover staff salaries for the Ombudsman and Program Manager to resolve inappropriate facility discharges, and to recruit, train and supervise volunteers who provide the majority of facility visits in the City. 17. Lumina Alliance: Emergency Shelter Operation Support 2022 Grant Request: $12,000 2022 Preliminary Recommendation: $12,000 Lumina Alliance is requesting funds to support general operating costs with emphasis on emergency shelter and transitional housing program, and necessary repair costs associated with their shelter and housing units. Their organization provides three shelters in Atascadero, Paso Robles, and San Luis Obispo with a total of 44 beds, as well as 10 units of transitional housing to survivors of sexual assault (SA) and intimate partner violence (IPV). They offer assistance with the establishment of permanent housing for clients. Survivors in their housing program have access to Lumina Alliance’s full range of services including 24-hour crisis hotline, individual and group therapy sessions, assistance filing temporary restraining order applications, case management, skills training (parenting, budgeting, resume building, etc.), and financial assistance. 18. Meals that Connect: Senior Nutrition Program 2017 Grant Award: $10,000 2018 Grant Award: $5,682 2019 Grant Award: $9,000 2020 Grant Award: $7,500 2021 No Application: $0 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 Meals That Connect serves free, hot, noontime meals, Monday through Friday, to seniors aged 60 or older at two community sites in San Luis Obispo in congregate dining. They also deliver meals, with frozen meals for Saturday and Sunday, to qualified seniors who are homebound. They are requesting $10,000 total $3,000 to purchase food and supplies, 4,000 for labor and personnel costs, $500 for cost of equipment maintenance, $500 for gas and maintenance on refrigerated trucks, $500 for liability and business insurance, and 1,000 for rent to maintain lunch sites. 19. One Cool Earth: Earth-Genius- Growing Happy, Healthy, and Smart Youth 2019 Grant Award: $3,000 2020 Grant Award: $4,000 2021 Grant Award: $3,500 2022 Grant Request: $6,000 2022 Preliminary Recommendation: $6,000 One Cool Earth provides school garden education at San Luis Obispo's Pacheco Elementary School and C.L. Smith Elementary. The Earth Genius program provides a weekly garden educator who teaches lessons and improves the school garden, using it as a platform to promote healthy eating, learning, and well-being. The organization also provide materials, maintenance, and training to empower teachers to utilize the garden beyond our program. They are requesting $7,000 to help cover the salary of a qualified garden educator. 20. Peoples’ Self-Help Housing: City of San Luis Obispo Supportive Housing Program 2018 Grant Award: $13,500 2019 Grant Award: $13,000 2020 Grant Request: $5,850 2021 Grant Request: $3,750 2022 Grant Request: $25,000 2022 Preliminary Recommendation: $7,500 Peoples' Self-Help Housing (PSHH) is requesting funding to assist with moving low- income San Luis Obispo individuals and families (including homeless placements) into permanent affordable housing, stabilizing these households, and preventing homelessness for those at risk. Free clinical case management services include counseling, job search assistance, coordinating medica4 denta4 and mental health services, as well as linkage to benefits, transportation, and emergency financial assistance. They are requesting $25,000 to help cover salaries and benefits for social workers that provide direct clinical case management services to residents living in local PSHH rental properties. 21. Pregnancy and Parenting Support of San Luis Obispo County: Healthy Start, Bright Future 2018 Grant Award: $4,282 2019 Grant Award: $7,000 2020 Grant Award: $2,000 2021 Grant Award: $5,000 2022 Grant Request: $12,000 2022 Preliminary Recommendation: $12,000 Pregnancy & Parenting Support of San Luis Obispo County (ALPHA) is an essential resource for parents and provides an important safety net for women during pregnancy and through their child's second year. Pregnancy & Parenting Support distributes infant formula to low and very low-income families and nutritional supplements to pregnant women. As part of a countywide network aiding with infant nutrition to families alongside their agency partner, WIC (Women Infants & Children), their barrier-free services are available to all families with infants and toddlers. They are requesting 10,000 to be used to buy infant formula and nutritional supplements for these families. Additionally, funds will be used to supplement the salaries of staff providing emotional support and distributing basic needs. 22. R.A.C.E. Matters SLO: Black-Centered Social and Cultural Spaces 2021 No Application: $0 2022 Grant Request: $56,030 2022 Preliminary Recommendation: $15,000 Seeking funds to support the creation of much needed, Black-centered social and cultural spaces in SLO through two primary initiatives: Black Salon/Cultural Space: Creation and maintenance of Black-centered cultural space that functions as a salon for visiting stylists who specialize in Black hair care that will also provide: Physical space for intimate, Black-centered events, with drop-in hours during non-salon hours. Office space/headquarters for R.A.C.E. Matters, with resources about aligned community organizations and social groups. Retail space that sells Black beauty products, Black-centered/Black-owned goods, and merchandise to benefit R.A.C.E. Matters. Space to train future Black hair care specialists, such as braiders. NoireSLO: Continued creation of events for Black community building and social connection through our existing NoireSLO program. Funds will support rental of outdoor, COVID-safe venues throughout SLO, catering, and entertainment for private, Black community-centered gatherings. The current funding recommendation is for NoireSLO events only. The Human Relations Commission would also like to suggest that these events are formatted as fundraisers in order to continue to sustain future events. 23. The SLO Children’s Museum: Supporting Unhoused Children With Children's Museum Visits 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 No Application: $0 2022 Grant Request: $6,252 2022 Preliminary Recommendation: $5,115 The San Luis Obispo Children’s Museum is seeking funding for a pilot program that will see free admission passes distributed directly to children experiencing homelessness in the city of San Luis Obispo during 2022. Outreach to underserved neighbors is a priory of the Children’s Museum. To that end, a suite of enduring programs have been launched over the years to ensure that this singular place is welcoming to all- regardless of ability to afford admission. 24. The San Luis Obispo Committee for Education on Alcoholism, "MiddleHouse": Alumni Housing 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 No Application: $0 2022 Grant Request: $5,000 2022 Preliminary Recommendation: $5,000 When clients in MiddleHouse relocate to independent living after a satisfactory stay at MiddleHouse, they find it difficult to find housing due the extreme expense of pre-rental requirements (security deposit, first month’s rent, etc.). This grant would be a contribution to the individual to supplement moving expenses to allow for successful transitions to independent living. 25. The San Luis Obispo Committee for Education on Alcoholism, "MiddleHouse": Client Housing Supplement 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 No Application: $0 2022 Grant Request: $3,100 2022 Preliminary Recommendation: $3,100 This grant is requested for MiddleHouse to subsidize costs to new clients at MiddleHouse that meet eligibility requirements for their program but can’t afford the costs. MiddleHouse provides housing for clients who have established their recovery program and are adjusting to sober living in a safe and healthy environment. They are supported with exposure to employment opportunities, transportation arrangements, and adjustable housing hours to accommodate for employment pursuits. 26. The San Luis Obispo Committee for Education on Alcoholism, "MiddleHouse": Quarantine Housing 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 No Application: $0 2022 Grant Request: $4,500 2022 Preliminary Recommendation: $0 This grant is requested for MiddleHouse to provide isolated housing for clients who are exposed to or experiencing symptoms of COVID-19. 27. San Luis Obispo Legal Assistance Foundation: Senior Legal Services Project 2017 Grant Award: $2,000 2018 Grant Award: $1,750 2019 Grant Award: $2,500 2020 Grant Request: $2,500 2021 Grant Request: $5,000 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 The Senior Legal Services Project is one of the few programs in the County providing free legal services to residents aged 60 years and older. The Project sees clients out of their main office in San Luis Obispo, makes home visits to homebound and institutionalized clients, and provides community outreach and education throughout the City. They are requesting $10,000 for the Project’s grant from the Area Agency on Aging, for outreach staff, office administration staff, and bilingual staff. Some funds would also be reserved for outreach and salary for their Office Administrator. 28. Senior Volunteer Services, Inc.: Healthy Futures 2019 Grant Award: $3,000 2020 Grant Award: $1,250 2021 Grant Award: $3,000 2022 Grant Request: $3,000 2022 Preliminary Recommendation: $3,000 Senior Volunteer Services (SVS) is the largest volunteer recruitment network in San Luis Obispo County and has initiated a program called Healthy Futures that has been designed to target volunteer recruitment for agencies that are focused on assisting the homeless, providing in-home services for homebound seniors, and distribution of food. SVS is requesting funding to support the Healthy Futures volunteer recruitment campaign in the City of San Luis Obispo. They are requesting $3,000 to be used for paying insurance premiums for volunteers, providing mileage reimbursements to volunteers, update their website to assist in streamlining the volunteer application process, and a volunteer recognition event. 29. Shower the People 2019 Grant Award: $ 2020 Grant Award: $ 2021 No Application: $ 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 The mission of Shower the People is to provide access to a hot shower to the homeless in our community. Shower the People (STP) is an all-volunteer nonprofit organization that provides access to a mobile shower to the homeless. STP has 3 shower sites located in the city of San Luis Obispo that provided 2,824 showers to the homeless in 2021. STP is requesting City funding that will support and allow us to maintain our shower program in San Luis Obispo. 30. SLO Noor Foundation: SLO Noor Clinics: Healthcare for the Uninsured City Residents 2017 Grant Award: $10,000 2018 Grant Award: $7,500 2019 Grant Award: $12,000 2020 Grant Award: $5,250 2021 Grant Award: $9,625 2022 Grant Request: $12,000 2022 Preliminary Recommendation: $6,000 The SLO Noor Foundation provides free healthcare to uninsured adult residents of SLO and northern Santa Barbara Counties. Their free clinics and volunteer medical providers prioritize working with these populations, which requires a high level of patient engagement to ensure that more patients finish treatments and advance to prevention and well care status instead of crisis care. They are asking for GIA funds to assist in the expenses for a bilingual Medical Assistant, and for laboratory and radiology diagnostics. 31. SmartShare Housing Solutions: HomeShare & Incentives & Waterman Village Development 2017 Grant Award: $6,385 2018 Grant Award: $7,650 2019 Grant Award: $10,400 2020 Grant Award: $13,690 2021 Grant Award: $4,325 2022 Grant Request: $14,500 2022 Preliminary Recommendation: $8,000 Homeshare and tiny house YardShare provide affordable housing for seekers and enable providers to afford the cost of basic needs while providing companionship and security. The program fills a gap, provides income for lower-income seniors, avoids duplication of services by partnering with local government and service organizations while leveraging and expanding the use of existing housing and “free land” available in the backyards of interested and qualifying city homeowners. They are requesting $14,500 total, $3,000 for staff intake time and screening for new clients, $5,000 for new home provider signing bonuses, and $6,500 for Waterman Peace Village funding support. 32. The SLO Child Development Resource Center: Early Childhood Development and Therapeutic Mental Health Services 2019 Grant Award: $5,000 2020 Grant Award: $7,000 2021 Grant Award: $6,000 2022 Grant Request: $20,000 2022 Preliminary Recommendation: $10,000 The SLO Child Development Resource Center provides therapeutic early childhood education and mental health programs that focus on protecting children in San Luis Obispo County for the prevention and treatment of child abuse. The agency is requesting 10,000 towards the salary of their Intern Therapist and $10,000 towards the salary of the Behavioral Rehabilitation Specialist, since these services are not covered by the CA Department of Education. 33. The SLO Wind Orchestra: Dancing at Distance 2021 No Application: $0 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $0 The SLO Wind Orchestra’s mission is to foster an appreciation of wind orchestra repertoire while contributing to the artistic and cultural vitality of the Central Coast. The objective of our Dancing at a Distance concerts is to improve the quality of life for those in SLO City by offering a safe space for seniors to dance and enjoy the benefits of live music, free of charge. 34. Tolosa Children’s Dental Center (TCDC): Tolosa Children’s Dental Center San Luis Obispo 2018 Grant Award: $5,000 2019 Grant Award: $8,500 2020 Grant Award: $5,000 2021 Grant Awards: $5,000 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 TCDC-SLO delivers dental services to children age infant to 18. TCDC-SLO remains the only dental provider in San Luis Obispo County focused solely on dental care for the underserved children in our communities. TCDC is requesting $10,000 to cover a portion of the unreimbursed costs associated with providing quality dental services. TCDC is a Medi-Cal provider making it difficult to raise prices and provide competitive salaries for experienced dentists. They rely on public funds to pay licensed dentists to provide low- cost, free, and sliding scale cash appointments for children. 35. United Way of San Luis Obispo County: 2-1-1 SLO County 2018 Grant Award: $1,500 2019 Grant Award: $4,500 2020 Grant Award: $3,000 2021 Grant Award: $5,000 2022 Grant Request: $10,000 2022 Preliminary Recommendation: $10,000 The 2-1-1 SLO County Program of the United Way is a free, confidential way to get timely access to health and human services information and referrals 24 hours a day, seven days a week. Calls and text messages are answered by knowledgeable, bilingual contract specialists who provide 24-hour referrals and support to those in need of health and human services. When possible, callers are given three referrals for each need they present; this could include shelter, housing, food, health care, transportation, or information pertaining to a local disaster. In the past year, the contracted cost of United Way’s relationship with Interface Children and Family Services (ICFS) increased due to the increased call volume and system improvements. The United Way is requesting funding of $10,000 for personnel expenses to administer the program.