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HomeMy WebLinkAboutCity of San Luis Obispo Opioid Response Summary SFY24-25We thank you for your time spent taking this survey. Your response has been recorded. California's Opioid SettlementExpenditure Reporting Form Cities and counties receiving funds from California's opioid settlements must complete annual reporting to the Department of Health Care Services (DHCS). DHCS does not collect expenditure reporting on funds from the McKinsey Subdivision Settlement and Endo Bankruptcy. This form is intended to collect expenditure information related to the following settlements and bankruptcies: Allergan CVS Distributors - McKesson, Cardinal Health and Cencora, previously Amerisource Bergen Janssen Pharmaceuticals, Inc. Teva Walgreens Walmart Mallinckrodt Pharmaceuticals Please reference the DHCS Opioid Settlements webpage for more information about the requirements for settlements and bankruptcies. If you have questions about your city or county’s status after referencing these resources, contact your city, county, or outside counsel handling opioid-related matters. This reporting form covers the period of July 1, 2024 – June 30, 2025. This report is due no later than September 30, 2025. If you need to revise data that has already been submitted, please email the UCLA Evaluation team at DHilderbrand@mednet.ucla.edu and HJNelson@mednet.ucla.edu. Necessary Materials To see a comprehensive list of necessary materials and information, please view the Necessary Materials Checklist. If you would like to see a copy of the entire reporting form prior to completing it, please download the California Opioid Settlement Expenditure Reporting Form PDF. All Expenditure Reporting Forms must be submitted online. Word Document and PDF versions will not be accepted; they are for your reference only. Submission Requirements Cities and counties shall only submit one (1) expenditure report annually for funds received from all settlements and bankruptcies that are monitored by the Department of Health Care Services. Do not send the expenditure reporting form to contractors or subgrantees to whom you may have awarded your opioid settlement funds. It is the city or county’s responsibility to collect all required information and to compile it into a singular report. The preparer of the Expenditure Report should be the only person to submit one (1) expenditure report for your city or county. 1. General Information This section of the survey will ask for general information about your city or county and the person preparing the report. Do not include personal information such as phone numbers, email addresses, or personal health information (PHI, 432 CFR). Only submit business information related to the public entity that you are representing. These reports will be made available to the public. Participating Subdivision/Local Government: (Select the Participating Subdivision/Local Government for which you are reporting. A list of Participating Subdivisions and Local Governments is available in the individual State Subdivision Agreements on the DHCS OSF website.) Participating Subdivision/Local Government Address: San Luis Obispo City Address line 1:990 Palm Street Address line 2: City:San Luis Obispo State:CA Zip Code 93401 Department, agency, or organization: (Please indicate the department, agency, or organization within your Participating Subdivision/Local Government that is responsible for preparing the expenditure reporting forms.) Name of preparer: (Please include the first and last name of the individual preparing this form.) Job title or classification: (Please indicate the job title or job classification of the individual preparing this form.) Administration Department Natalie Harnett Policy and Project Manager Preparer email address: (This email will receive confirmation of the report submission. Please ensure that it is correct. Do NOT submit a personal email address. Please utilize your professional contact information related to the public entity you represent.) Confirm email address: Preparer phone number: (xxx-xxx-xxxx; Do NOT submit a personal phone number. Please utilize your professional contact information related to the public entity you represent.) 2. Payments This section of the survey will ask if your city or county received funds from the California opioid settlements and bankruptcies. nharnett@slocity.org nharnett@slocity.org 805-781-7282 Has your city or county ever received any of these settlement funds? If yes, and if any portion of those funds remained unspent, unreported, and not reallocated, you must select each settlement agreement from which your Participating Subdivision received funds since 2022. This includes the current SFY 2024-25 and the previous SFY years (SFY 2022-23 and SFY 2023-24). . More information on each settlement agreement can be found on the DHCS OSF website. The Payment Information tab includes a List of Payments made to Participating Subdivisions. Allergan CVS Distributors - McKesson, Cardinal Health and Cencora, previously Amerisource Bergen Janssen Pharmaceuticals, Inc. Teva Walgreens Walmart Did not recieve settlement funds Is your Participating Subdivision also a Plaintiff Subdivision? A Plaintiff Subdivision is a Subdivision located in California, other than a Litigating Special District, that filed a lawsuit, on behalf of the Subdivision and/or through an official of the Subdivision on behalf of the People of the State of California, against one or more Opioid Defendants as described in the California State-Subdivision Agreements. Please see the California Office of the Attorney General Opioid webpage for information on state agreements. If you are unsure if your Participating Subdivision/Local Government is a Plaintiff Subdivision, please contact your city, county, or outside counsel handling opioid matters. Mallinckrodt Bankruptcy Important Information Yes No The Mallinckrodt bankruptcy payments concluded in SFY 2023-24. However, if your subdivision has not yet expended or reallocated all Mallinckrodt bankruptcy funds, you must still continue to report on your remaining balances, even if no new expenditures or interest earnings occurred in SFY 2024-25. Has your city or county ever received Mallinckrodt bankruptcy funds? If yes, and if any portion of those funds remained unspent, unreported, and not reallocated in prior fiscal years, you must choose yes below. This includes the current SFY 2024-25 and the previous SFY years (SFY 2022-23 and SFY 2023-24).. California Abatement Accounts Fund Payments Yes No List all Abatement settlement dollars received as payments during the SFY 2024-25 to your Participating Subdivisions from the CA Abatement Accounts Fund. Payments are reported as a combined sum of all settlements. Please only list the combined total of California Abatement Fund payments received between July 1, 2024, to June 30, 2025. Interest Earned Is your Participating Subdivision depositing funds into an interest-bearing account? Please list the total amount of interest earned on all funds from all settlements and bankruptcies (Abatement, Subdivision, and/or Mallinckrodt) during the SFY 2024-25 (July 1, 2024 – June 30, 2025). Please do not include any interest previously reported in prior years. 216257.15 Yes No 9191.08 3. Reallocated Funds Information The following sections will focus on reallocations for all Abatement, Subdivision, and Mallinckrodt funds. Participating Subdivisions may agree to reallocate funds among themselves, provided that any exchange of funds is agreed upon and may only occur between Participating Subdivisions. Reallocations are defined as funds received by a Participating Subdivision from the Directing Administrator (BrownGreer, PLC) and then transferred to another Participating Subdivision. When cities opt out of receiving direct settlement payments, their payments are automatically directed to the county in which that city is located. These payments to counties are not considered reallocations. If your city did not join a particular settlement and the funds were sent directly to your county by the Directing Administrator, those payments do not need to be reported. Reallocations SENT to another Participating Subdivision Did you send reallocations of any settlement or bankruptcy funds to another Participating Subdivision from July 1, 2024, to June 30, 2025? Reallocations RECEIVED from another Participating Subdivision Did you receive reallocations of any settlement or bankruptcy funds from another Participating Subdivision from July 1, 2024, to June 30, 2025? Reallocations RECEIVED from another Participating Subdivision Yes No Yes No Were the reallocated funds from Abatement, Subdivision, and/or Mallinckrodt? Choose all that apply. Abatement CA Abatement Fund Reallocations Participating Subdivision that received the reallocated funds Which SFY were funds reallocated from? These amounts must be listed separately for each SFY. Abatement allocation amount being reallocated (not including interest) . 1 107624.57 2 3 4 5 6 7 8 9 10 11 12 13 14 15 San Luis Obispo County SFY 2024-25 Interest Earned Reallocations Participating Subdivision that sent the reallocated interest earned funds Interest Earned reallocation amount received (this is a total amount across all settlement and fund types) . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 4. California Abatement AccountsFund - Allowable ExpensesReporting In this section, Participating Subdivisions will report their expenditures and/or encumbrances for all opioid settlement funds from the California Abatement Accounts Fund. Participating Subdivisions will be asked to categorize expenditures by Exhibit E opioid remediation use.. Please read the Allowable Expenses document prior to completing this section. Programs or Activities are defined as specific projects or uses of opioid settlement funds. Programs may be a set of related activities to accomplish a project or outcome. Activities may be on a smaller scale or be a singular use of funds. For example, a program may be a syringe exchange program, while an activity may be passing out flyers for prevention education. Examples of program or activity names and descriptions: Activity or Program Name: Naloxone purchase Activity or Program Description: Our Participating Subdivision purchased 1,200 units of naloxone in February 2025 to distribute to unhoused individuals in Los Angeles City during a community distribution event led by a county community partner, Harm Reduction Organization. Activity or Program Name: Expanded a recovery treatment center Activity or Program Description: Our Participating Subdivision expanded a recovery treatment center (include name of facility) by adding two additional staff members and expanded the physical building to include extra rooms and beds. The recovery treatment center can now serve 20 additional clients. Activity or Program Name: Expanded syringe services in San Francisco City Activity or Program Description: Our Participating Subdivision expanded safe syringe services in San Francisco City by installing safe syringe disposal units across the city. We also purchased safer drug use supplies to distribute at syringe exchanges and harm reduction centers in the city. How many total activities or programs funded by your CA Abatement Accounts Fund allocation will you be reporting on for the SFY 2024-25 (period of July 1, 2024 - June 30, 2025)? Please enter a number. Allowable Activities Answer the following questions for each activity or program you will be reporting on for funds from the CA Abatement Accounts Fund. See the California Opioid Settlement Expenditure Reporting Q&A document for a more detailed explanation. Please answer the following questions for Activity #1. 1. Activity or Program Name: 2 Contracted Behavioral Health Staff for City Mobile Crisis Unit 2. Activity or Program description (please limit to 750 characters): 3. List the associated direct and indirect costs for this activity or program from the CA Abatement Accounts Fund. For additional guidance, indirect costs are described in the DHCS Administrative Costs policy. Our Participating Subdivision uses opioid settlement funds to contract with the County to provide a full-time Licensed Psychiatric Technician embedded in the City’s Mobile Crisis Unit. The LPT partners with Fire Department responders to provide crisis intervention, assessment, medication support (including naloxone administration), and care coordination for individuals experiencing behavioral health emergencies and substance use disorders. The LPT facilitates warm hand-offs to treatment, recovery, housing, and other wrap-around services, with a focus on unsheltered individuals and vulnerable populations disproportionately impacted by SUD. Characters remaining: 104 . Direct Costs for this activity in SFY 2024-25 80542.99 Indirect Costs (Administrative Expenses) for this Activity in SFY 2024-25 0 4. Were previously reported encumbered funds included in the Direct or Indirect Costs listed above? Please note that DHCS will assume that all expended funds, including HIAA, are being spent from the oldest available funds from each settlement. 5. Did you encumber funds for this activity in SFY 2024-25 that were not previously reported? Encumbered Funds are funds that a Participating Subdivision has formally and legally committed to a specific, allowable future expense through a signed contract, purchase order, grant agreement, or other binding obligation. Simply setting aside or earmarking funds without a legal commitment does not create an encumbrance. Encumbered funds must be tracked and reported separately from unspent or unobligated funds. Yes No Yes No 6. List all local agencies or organizations who were given funds during SFY 2024-25 to implement this activity/program: 7. Select one opioid remediation use listed in Exhibit E that applies to this activity. Please review Exhibit E before completing this section to review the Exhibit E uses. Select the best option that aligns with the activity. County of San Luis Obispo Treat Opioid Use Disorder (OUD) Support People in Treatment and Recovery Connect People Who Need Help to the Help They Need (Connections to Care) Address the Needs of Criminal Justice-Involved Persons Address the Needs of Pregnant or Parenting Women and Their Families, Including Babies with NAS Prevent Over-Prescribing and Ensure Appropriate Prescribing and Dispensing of Opioids Prevent Misuse of Opioids Prevent Overdose Deaths and Other Harms (Harm Reduction) First Responders Leadership, Planning and Coordination Training Research No less than fifty percent (50%) of the funds received by a Participating Subdivision from the CA Abatement Accounts Fund in each calendar year must be used for one or more of the High Impact Abatement Activities (HIAA). Which, if any, High Impact Abatement Activities does activity #1 best meet? Please see the HIAA definitions in the California Opioid Settlement Expenditure Reporting Q&A document. Select one HIAA category. Provide no more than 200 words to describe how this activity meets the selected High Impact Abatement Activity. HIAA 1 : Provision of matching funds or operating costs for substance use disorder facilities within the Behavioral Health Continuum Infrastructure Program Please describe: HIAA 2: Creating new or expanded Substance Use Disorder (SUD) treatment infrastructure Please describe: HIAA 3: Addressing the needs of communities of color and vulnerable populations (including sheltered and unsheltered homeless populations) that are disproportionately impacted by SUD Please describe, including the populations this activity or program serves: Opioid settlement funds support a County-provided full-time Licensed Psychiatric Technician (LPT) embedded in the City’s Mobile Crisis Unit (MCU). The LPT provides forty hours per week of flexible coverage, partnering with Fire Department responders to deliver direct crisis intervention in the community for individuals experiencing behavioral health emergencies, including substance use disorders (SUD). Services prioritize vulnerable populations—such as unsheltered individuals, those with co- occurring conditions, limited healthcare access, or other socioeconomic barriers—and communities disproportionately impacted by SUD, including communities of color. The LPT delivers trauma-informed, harm-reduction- oriented care, including assessment, medication support, Narcan/naloxone administration, and case management. The role facilitates warm hand-offs to treatment and recovery services, housing, job training, and other wrap- around supports. Outreach includes follow-up with individuals who previously contacted the MCU, engagement with those not requiring immediate in- person response, and coordination with local resources to ensure continuity of care. By integrating behavioral health expertise directly into field response, this activity removes barriers to treatment, addresses social determinants of health, and reduces reliance on emergency departments and the justice system. The program advances equity by meeting people where they are, fostering trust, and providing culturally responsive, comprehensive supports that promote long-term recovery for the most impacted populations. HIAA 4: Diversion of people with SUD from the justice system into treatment, including by providing training and resources to first and early responders (sworn and non-sworn) and implementing best practices for outreach, diversion and deflection, employability, restorative justice, and harm reduction Please describe: HIAA 5: Interventions to prevent drug addiction in vulnerable youth Please describe, including a description of interventions offered and those served by this activity or program: Allowable Activities Answer the following questions for each activity or program you will be reporting on for funds from the CA Abatement Accounts Fund. See the California Opioid Settlement Expenditure Reporting Q&A document for a more detailed explanation. Please answer the following questions for Activity #2. 1. Activity or Program Name: HIAA 6: The purchase of naloxone for distribution and efforts to expand access to naloxone for opioid overdose reversals Please describe: This activity is not a High Impact Abatement Activity and does not meet the criteria as defined above. Contracted Behavioral Health Staff for City Community Action Team 2. Activity or Program description (please limit to 750 characters): 3. List the associated direct and indirect costs for this activity or program from the CA Abatement Accounts Fund. For additional guidance, indirect costs are described in the DHCS Administrative Costs policy. Our Participating Subdivision uses opioid settlement funds to partially fund (50%) a full-time Licensed Psychiatric Technician embedded in the City’s Community Action Team, with the remaining funding provided by the County. The LPT partners with Crisis Intervention trained police officers and a Community Resources and Services Specialist to provide crisis intervention, assessment, medication support (including naloxone administration), and care coordination for individuals experiencing behavioral health crises, homelessness, or other high-risk circumstances, including substance use disorders. The LPT facilitates warm hand-offs to treatment, recovery, housing, and other wrap-around services, focusing on vulnerable populations disproportionat Characters remaining: 0 . Direct Costs for this activity in SFY 2024-25 46759.67 Indirect Costs (Administrative Expenses) for this Activity in SFY 2024-25 0 4. Were previously reported encumbered funds included in the Direct or Indirect Costs listed above? Please note that DHCS will assume that all expended funds, including HIAA, are being spent from the oldest available funds from each settlement. 5. Did you encumber funds for this activity in SFY 2024-25 that were not previously reported? Encumbered Funds are funds that a Participating Subdivision has formally and legally committed to a specific, allowable future expense through a signed contract, purchase order, grant agreement, or other binding obligation. Simply setting aside or earmarking funds without a legal commitment does not create an encumbrance. Encumbered funds must be tracked and reported separately from unspent or unobligated funds. Yes No Yes No 6. List all local agencies or organizations who were given funds during SFY 2024-25 to implement this activity/program: 7. Select one opioid remediation use listed in Exhibit E that applies to this activity. Please review Exhibit E before completing this section to review the Exhibit E uses. Select the best option that aligns with the activity. County of San Luis Obispo Treat Opioid Use Disorder (OUD) Support People in Treatment and Recovery Connect People Who Need Help to the Help They Need (Connections to Care) Address the Needs of Criminal Justice-Involved Persons Address the Needs of Pregnant or Parenting Women and Their Families, Including Babies with NAS Prevent Over-Prescribing and Ensure Appropriate Prescribing and Dispensing of Opioids Prevent Misuse of Opioids Prevent Overdose Deaths and Other Harms (Harm Reduction) First Responders Leadership, Planning and Coordination Training Research No less than fifty percent (50%) of the funds received by a Participating Subdivision from the CA Abatement Accounts Fund in each calendar year must be used for one or more of the High Impact Abatement Activities (HIAA). Which, if any, High Impact Abatement Activities does activity #2 best meet? Please see the HIAA definitions in the California Opioid Settlement Expenditure Reporting Q&A document. Select one HIAA category. Provide no more than 200 words to describe how this activity meets the selected High Impact Abatement Activity. HIAA 1 : Provision of matching funds or operating costs for substance use disorder facilities within the Behavioral Health Continuum Infrastructure Program Please describe: HIAA 2: Creating new or expanded Substance Use Disorder (SUD) treatment infrastructure Please describe: HIAA 3: Addressing the needs of communities of color and vulnerable populations (including sheltered and unsheltered homeless populations) that are disproportionately impacted by SUD Please describe, including the populations this activity or program serves: Opioid settlement funds partially support (50%) a County-provided full-time Licensed Psychiatric Technician (LPT) embedded in the City’s Community Action Team (CAT). The LPT partners with Crisis Intervention trained police officers and a Community Resources and Services Specialist to respond directly to individuals experiencing behavioral health crises, including those with substance use disorders (SUD), homelessness, or other high-risk circumstances. Many clients served are members of communities of color and other vulnerable populations—such as unsheltered individuals, those with co-occurring mental health conditions, and people with limited access to healthcare—who are disproportionately impacted by SUD. The LPT provides trauma-informed assessment, crisis intervention, medication support (including naloxone), and case management, and facilitates warm hand-offs to treatment, recovery services, housing, and other wrap-around supports. Outreach includes follow-up with individuals previously contacted by the CAT and engagement with those who call 911 but do not require immediate in- person response. By embedding behavioral health expertise directly within law enforcement, the program reduces barriers to care, addresses social determinants of health, and promotes culturally responsive, equitable access to recovery pathways for the most impacted populations, while reducing unnecessary hospitalizations and justice system involvement. HIAA 4: Diversion of people with SUD from the justice system into treatment, including by providing training and resources to first and early responders (sworn and non-sworn) and implementing best practices for outreach, diversion and deflection, employability, restorative justice, and harm reduction Please describe: HIAA 5: Interventions to prevent drug addiction in vulnerable youth Please describe, including a description of interventions offered and those served by this activity or program: HIAA 6: The purchase of naloxone for distribution and efforts to expand access to naloxone for opioid overdose reversals Please describe: 8. Attestations California Abatement Accounts Fund – Administrative Cost Policy Pursuant to Section 1 of the National Opioid Settlement Agreements, qualifying expenditures may include reasonable related administrative expenses (indirect costs). Please refer to the DHCS Administrative Costs policy for additional guidance. I have read the DHCS Administrative Cost policy and on behalf of my Participating Subdivision, I acknowledge and understand the information in that document. This activity is not a High Impact Abatement Activity and does not meet the criteria as defined above. × clear California Subdivision Fund Expenditure Policy I certify and attest that funds from the CA Subdivision Fund were spent pursuant to the requirements set forth in the National Opioid Settlement Agreements and the California State-Subdivision Agreements. I additionally certify and attest that funds from the CA Subdivision Fund that were spent on past legal expenses, and if applicable, funds received from the Special Master Award of Subdivision Costs, were also reported to the directing administrator, BrownGreer. × clear Mallinckrodt Bankruptcy - Administrative Expenses (Indirect Costs) Per Section 2 of the NOAT II Trust Distribution Procedures, no more than five percent (5%) of the bankruptcy funds may be used to fund expenses incurred in administering the distribution for the Approved Opioid Abatement Uses. I acknowledge on behalf of my Local Government that no more than five percent (5%) of the bankruptcy funds may be used to fund expenses incurred in administering the distributions for the Approved Opioid Abatement Uses. × clear Expenditure Report Certification I certify and attest on behalf of my Participating Subdivision and/or Local Government that everything reported on this California Opioid Settlement Expenditure Reporting Form is true and correct: Date: 9. Notice × clear 09/17/2025 Powered by Qualtrics A Upon submission of this form, you will receive a copy of the report via email. Please be advised that this downloaded copy is not considered an accepted expenditure reporting form. This downloaded copy is produced by Qualtrics and cannot be modified for output. Shortly after submitting the form, DHCS will contact you regarding the status of the expenditure reporting form and will attach a code-generated expenditure reporting form that is easier to view.