HomeMy WebLinkAboutItem 5c. 2026-26 Human Services Grant Final Report Review Item 5c
Human Relations Commission
Agenda Report
For Agenda of: 9/2/2026
Item Number: 5c
FROM: Samantha Vethavanam, DEI Administrative Specialist
Phone Number: (805) 781-7064
E-mail: svethava@slocity.org
SUBJECT: 2025-26 HUMAN SERVICES GRANT FINAL REPORT REVIEW
RECOMMENDATION
Receive and file the 2025-26 Human Services Grant final reports and, if necessary, ask
staff to follow up with grant recipients if issues, challenges, or concerns are identified.
BACKGROUND
The 2025-26 Human Services Grant funding recommendations were approved by City
Council on June 3, 2025 and the Human Relations Commission (HRC) updated grant
reviewer roles for each grant recipient at the August 6, 2025 meeting. Mid-year reports
were reviewed at the February 18, 2026 Special Meeting of the HRC. After resignation by
a Commissioner at the July 1, 2026 meeting, the HRC voted to redesignate those
Commissioner’s assigned grantees at the August 5, 2026 meeting.
As required in the contract signed by the grant recipients, a mid-year report and a final
report must be submitted to the Office of Diversity, Equity, and Inclusion detailing
information on project/program implementation during the life of the grant. Reports
include a synopsis of the activities provided, a statistical section highlighting demographic
data, a financial section detailing use of the funds, and a section where grantees can
highlight impact and lessons learned.
Each Commissioner will provide a summary of their respective assigned grant recipients’
final report and inform staff if the recipient followed the expected implementation of their
proposed project and ask staff to follow up with recipien ts if issues, challenges, or
concerns are identified. Commissioners should also identify lessons learned that staff
could implement in future grant funding cycles.
The grant report reviewer assignments are as follows:
Grant Recipient Program Grant Report
Reviewer
1 CAPSLO Homeless Prevention/Stable
Housing Services Parker
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Item 5c
2 HASLO Housing Stability with
Supportive Housing Program Fields
3
Long Term Care
Ombudsman Services
of SLO County
Ombudsman Services DeTurris
4 Lumina Alliance
Emergency Shelter Program
for Sexual Assault and IPV
Survivors
DeTurris
5 Meals that Connect Nutrition for Healthy Seniors Parker
6 Middle House Early Recovery Assistance
Grants Fields
7 People’s Self-Help
Housing
City of SLO Supportive
Housing Program Carlotti
8 Restorative Partners Opportunity to Fund Fields
9 Shower the People Shower the People Parker
10 SLO CASA General SLO CASA Program
Support Browne
11 SLO Legal Assistance
Foundation Senior Homeless Prevention Campos
12 United Way of SLO
County
211 Homeless Intake and
Homeless Prevention
Screening Services
Carlotti
ATTACHMENTS
A - 2025-26 Human Services Grant Final Reports
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Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Homelessness Prevention/Stable Housing Services
Name of Organization *
Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO)
Address of Organization *
1030 Southwood Drive
Name of Main Contact Person *
Elizabeth "Biz" Steinberg
Telephone Number *
(805) 544-4355
E-mail Address *
esteinberg@capslo.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
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- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
CAPSLO’s Homeless Prevention/Stable Housing Program provides emergency financial assistance to City of San Luis Obispo
households that are at risk of being evicted and need assistance with a rental payment, or who need assistance securing housing
with first month’s rent and/or a security deposit. Only those assessed individuals who can demonstrate their ability to maintain rent
beyond the assistance and are willing to participate in case management for six months (to further ensure continued success) are
accepted into the program. Case managers work with candidates to develop and maintain a realistic post-housed budget and
connect them to community resources to obtain additional assistance, i.e., food, clothing, job training. In addition, individuals are
encouraged to stretch their dollars further by utilizing services at 40 Prado Homeless Services Center, including free laundry, meals,
primary medical care and other supportive services offered during the day.
Describe any changes that occurred during the reporting period.*
Other programs in CAPSLO's Homeless Services Division such as Street Outreach, St Stephen's Access Center, and Safe Parking
continue seeing people arrive with overlapping housing, behavioral health, medical, and economic barriers that require persistence,
flexibility, and strong relationship-based work from staff across programs.
Persistent staffing transitions and vacancies have presented a challenge, as they have for many businesses in San Luis Obispo
County.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
29
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
29
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
This year, CAPSLO began the transition from its ten-year-old agency-wide database to an new one. A new feature is a client portal,
where CAPSLO clients are able to update their own data, and have the option to fill out satisfaction surveys. Although the new
database was launched on June 1, 2026, there have been delays in launching the interactive client portal, which is still pending.
Nonetheless, CAPSLO distributes paper client satisfaction surveys every year throughout the agency, and receives an excellent return
rate. However, collecting satisfaction data in writing from our unhoused clients is a challenge, as this is a population in crisis, often
traumatized, and are difficult to contact 60-, 90- or 120-days post service. But staff persist. They are able to keep in contact with
approximately 70% of their clients after exit from service.
While CAPSLO's Homeless Services Division collects few individual client satisfaction surveys, it does conducts periodic Town Hall
meetings for participant representation in shelter operations. These are well attended and lively meetings, as they take place in the
evening for the shelter residents or anyone else who would like to attend. Staff share updates, and participants share their opinions.
This qualitative data provides the necessary client feedback for many of the Homeless Services Division's grant reporting
requirements, and enables CAPSLO to make changes and policies and services to improve the shelter experience.
Demographic data collected *
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Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
In the Homeless Prevention program of CAPSLO's Homeless Services Division, there were 29 clients. Please note that the County's
Homeless Management Information System (HMIS) suppresses data when the category reports less than 10%. HMIS categorizes
race and ethnicity as follows:
White - 48%
Hispanic - 18%
White + Hispanic - 10%
American Indian, Alaska Native, or Indigenous - 0%
Black, African American, or African - 0%
American Indian, Alaska Native, or Indigenous; Hispanic - 0%
American Indian, Alaska Native, or Indigenous, White; Hispanic - 0%
Black, African American, or African; Hispanic - 0%
Not Reported - 24%
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
Metrics from original proposal:
1. Intake forms submitted at shelter for at least 200 City of San Luis Obispo residents.
Outcome: From July 1, 2025 to June 30, 2026, intake forms were submitted at the shelter for 448 residents of the City of San Luis
Obispo.
2. Case Management provided to 200 City of San Luis Obispo residents.
Outcome: From July 1, 2025 to June 30, 2026, case management was provided to 143 residents of the City of San Luis Obispo. There
may be several reasons for this: clients must meet eligibility requirements for the program, such as demonstrated ability to maintain
the rental payments, or availability of a case manager.
3. 40 City of San Luis Obispo residents served with direct rental assistance.
Outcome: From July 1, 2025 to June 30, 2026, 29 residents of the City of San Luis Obispo were provided with direct rental assistance.
Fewer people were served than projected because of the housing costs and the particular needs or eligibility of those served.
4. 40 City of San Luis Obispo residents are still housed at 90-day check in.
Outcome: From July 1, 2025 to June 30, 2026, 28 residents of the City of San Luis Obispo were still housed at the 90-day check-in. This
number is derived from the approximately 70% success rate in post exit interviews conducted in the last year.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
The City 's funds were largely used for rental assistance to keep or ensure residents of the City of San Luis Obispo were stably
housed. A small portion of the funding was used to offset the staffing cost of a Housing Navigator, who determined a client's
eligibility for the program, liaisoned between landlords, the client and/or other service agencies, or, when necessary, facilitated a
housing search. CAPSLO's federally negotiated indirect cost rate of 8% covers administrative overhead.
Please upload any additional documentation here
Grants-In-Aid Report July25-June26.pdf 289.55KB
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional *
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support or resources could help strengthen your impact? (Attach additional pages if needed.)
Diversion and Prevention services help people avoid homelessness or resolve a housing crisis before it becomes a shelter stay. Within
the housing division, CAPSLO has two staff supporting this work, including one part-time staff member who helps screen calls, provide
resources, and identify households needing more direct support. When additional case management is needed, participants are
connected to a diversion specialist who can assist with budgeting, deposits, rental assistance, and coordination with partners. This year,
CAPSLO was able to open a second Access Center at St Stephen's Episcopal Church on Nipomo Street in downtown SLO, to increase the
ability of the community in need of housing stabilization and homelessness prevention to reach staff dedicated to that purpose.
These case stories shows how prevention can work when the right support is available at the right time. In April, we were contacted by a
client who fell behind on rent after health issues caused her to miss work. She was assigned a case manager, who helped coordinate a
Medi-Cal transitional rent referral working with the County Department of Behavioral Health, and, combined with this funding
assistance, provided two months and a half months of rental assistance. This support gave her time to return to work, stabilize, and
remain housed going forward. Or, in another example, a male client was able to move into a room for rent in San Luis Obispo. He had
been experiencing homelessness since 2022, but thanks to his hard work and support from everyone at 40 Prado Homeless Services
Center, he finally obtained stable housing. His next steps will be to find a job closer to home and to fix his vehicle.
The team is building community support through a recent Eureka restaurant fundraiser, outreach to the Elks community service
organization, and an upcoming Good Morning SLO presentation to increase awareness, donations, volunteers, and local support for the
center.
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Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Housing Stability with Supportive Housing Program
Name of Organization *
HASLO
Address of Organization *
487 Leff Street
Name of Main Contact Person *
Christopher Johnson/Sandra Bourbon
Telephone Number *
805-592-3379
E-mail Address *
cjohnson@haslo.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
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- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
During this reporting period, HASLO's Supportive Services Program provided housing stabilization, homelessness prevention, and
transitional housing assistance to residents in the City of San Luis Obispo. Services included housing-focused case management,
transportation assistance, rental and utility support, benefits navigation, and connections to community resources. Through resident
interviews, surveys, and one-on-one meetings, case managers identified barriers to housing stability and developed individualized
support plans to help residents remain successfully housed. Funding was primarily utilized to assist households transitioning from
homelessness, including support for transportation, eviction prevention, and essential household items needed for stable housing.
Rising housing costs and financial hardship continued to challenge many residents; in response, HASLO strengthened partnerships
with local service providers, healthcare and behavioral health organizations, and other community resources to improve access to
coordinated services and supports. Resident engagement activities and community events further promoted inclusion, resource
access, and a sense of belonging. These combined efforts helped vulnerable individuals and families avoid eviction, successfully
transition from homelessness, maintain stable housing, and improve their overall quality of life.
Describe any changes that occurred during the reporting period.*
During the reporting period, no major changes were made to the overall scope of services. However, resident needs continued to
evolve, resulting in increased use of flexible financial assistance to prevent homelessness and support successful transitions into
housing. While transportation assistance remained an important service, a greater portion of funding was utilized for homelessness
prevention, utility assistance, move-in support, household essentials, and furnishings for residents transitioning from homelessness
into permanent housing. The program also expanded its use of individualized supports based on assessments conducted through
resident surveys, case management meetings, and lease-up interviews. These adjustments allowed staff to respond more effectively
to rising housing costs, financial hardship, and barriers to housing stability while helping residents remain successfully housed.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
712
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
651
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
Resident feedback collected through assessments, surveys, and ongoing case management interactions indicated a positive
response to services provided. Participants reported that services helped increase awareness of available community resources,
improve access to housing-related supports, and strengthen housing stability.
Key feedback themes included:
Increased understanding of available community resources and services.
Appreciation for individualized support and resource navigation.
Positive experiences transitioning into housing and accessing supportive services.
Continued interest in housing stability, health, transportation, and benefits-related assistance.
While formal satisfaction surveys were limited, feedback received through resident engagement activities and lease-up surveys was
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overwhelmingly positive and informed ongoing service improvements. See attached initial intake questionnaire, assessment form
and new property survey
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
See attachment under additional documents under the Financial Report Tab. All of the people HASLO serves are historically
marginalized or underrepresented groups to include the poor and unhoused.
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
During the 2025-2026 grant period, HASLO served 712 individuals, including 651 City of San Luis Obispo residents, through
supportive services, resource navigation, community engagement activities, tenant meetings, educational opportunities, referrals,
housing stabilization services, and homelessness prevention assistance. Key service activities included approximately 291 intake
interviews, 177 individual assessments, and 39 lease-up surveys, as well as participation in community events, resident meetings,
educational activities, and outreach efforts that increased access to resources and supportive services. These efforts helped connect
residents to housing supports, transportation assistance, healthcare and social service resources, and other programs designed to
promote housing stability and self-sufficiency. Resident feedback highlighted the value of individualized support, resource
navigation, and opportunities to engage with their community.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
City grant funds were used to provide direct client assistance for homelessness prevention and housing stability. Expenditures
included $1,227.00 for transportation assistance and $13,772.56 for transitional housing/homelessness prevention services, for a
total of $14,999.56. Detailed expenses are provided in the attached spreadsheet.
Please upload any additional documentation here
Initial Assessment Supportive Sevices.pdf 354.42KB
MLG_SS Interest Survey 2026.pdf 183.45KB
SS Intake Interview Questions 2025.pdf 242KB
Demographics.pdf 659.05KB
Toscano 2025 SS Interest Survey.docx 74.05KB
Sunset Terrace_SS Interest Survey 2025.docx 73.99KB
Expense report HS Grant 25-26.pdf 45.09KB
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
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One of our greatest successes during this grant period was helping residents access services and support that promoted housing
stability and well-being. Grant funds provided critical assistance for transportation, transitional housing, and homelessness prevention,
helping residents remain housed and connected to essential services. In some cases, small but meaningful supports made a significant
difference in a resident's quality of life and ability to maintain stability. A key lesson learned is that flexible, individualized assistance
remains essential for addressing the diverse needs of vulnerable residents. Through assessments, intake interviews, and resident
engagement, we gained valuable insight into barriers related to housing, transportation, and access to resources. Our work supports
inclusion, belonging, and equity by ensuring that individuals and families who are often underserved have access to resources, support,
and opportunities for stability. We strive to create an environment where all residents feel valued, respected, and supported through
compassionate, inclusive service delivery. Additional funding for transportation assistance, housing stabilization services, and case
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_____________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 595-1372 www.haslo.org
Today’s Date: _______
Personal Information:
Medical Information:
Emergency Contact Information:
Brief Assessment
First Name: ______________________ Last Name: ______________________ M.I.: __________
Do you prefer to go by any other names? _________________________________________________
Birth Date: ____/____/____ Gender: [ ] Male [ ] Female
Property: Unit:
Phone Number: (_ _)________________ Email: _________________________________________
Primary Language: ______________________________
Primary Insurance: ________________________ Insurance Number: _____________________________
Secondary Insurance: ______________________ Insurance Number: _____________________________
Primary Care Physician: ________________________ Telephone: ( )____________________________
Medical Conditions: _____________________________________________________________________
Current List of Medications: _______________________________________________________________
______________________________________________________________________________________
Pharmacy: _________ Address: ___________________________ Phone Number: (___)_______________
Preferred Hospital: _______________________________________________________________________
Do you need assistance with obtaining health insurance for medical care? Yes No
Are there debilitating symptoms requiring assistance (i.e., IHSS, home care, meal delivery? Yes No
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_____________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 595-1372 www.haslo.org
Please assist management by completing this section and providing us with your Emergency Contact Information. HASLO
does not promise to provide an emergency response to your medical needs. We will only attempt to contact the
person(s) you have listed below in the event of an emergency.
Total Monthly Household Income Source and Benefits:
Employment: __________ Social Security: __________
SSI: __________ SSD: __________
Child Support: __________ Public Assistance: __________
Alimony: __________ Pension: __________
Disability: __________ Veteran’s Assistance: __________
Workman’s Compensation: __________ Rent Supplement: __________
Short Term Disability: __________ Long Term Disability: __________
Food Stamps: __________ Other: __________
Total Monthly Income: __________
Additional monthly income from other house members: __________
Name: __________________________ Relationship: _____________________________
Address: ___________________________________ Phone Number: (___)________________________
Please contact this individual: [ ] Morning Only [ ] Evening Only [ ] At Any Time
Alternate Contact: __________________________ Relationship: _____________________________
Address: ___________________________________ Phone Number: (___)________________________
Please contact this individual: [ ] Morning Only [ ] Evening Only [ ] At Any Time
Do you have a regular source of income? Yes No
Do you have difficulty meeting monthly expenses? Yes No
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_____________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 595-1372 www.haslo.org
Mental Health:
Are you currently receiving mental health counseling? Yes No
Clinician? ____________________________________ Phone Number: __________________
If not, are you interested in receiving mental health counseling? Yes No
Substance Use:
Do you have a history with drugs and alcohol? Yes No
Are you currently using? Yes No
If yes, frequency of use? ________________________
Are you currently enrolled in Drug and Alcohol Services? Yes No
Other Needs:
Are you experiencing problems as a result of drugs and/or alcohol use? Yes No N/A
Are you currently seeking assistance in regard to treatment for drugs and/or alcohol? Yes No N/A
Do you need assistance obtaining and of the following?
Nutritious Foods? Yes No
Appropriate clothing? Yes No
Transportation? Yes No
Legal Services? Yes No
Education/training/employment? Yes No
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_____________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 595-1372 www.haslo.org
Presenting Problem/Immediate Case Management Service Needs:
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_____________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 595-1372 www.haslo.org
Supportive Housing Services – Statement of Non-Participation
I, , living at , understand have been
(Name of Resident) (Address or Building Name)
offered the services of the supportive housing department. Supportive services are
voluntary and were referred for the following reason:
O I was served with a lease warning or violation for the following reason:
O I requested the assistance of the supportive housing case manager for the following
reason:
At this time, I am declining to use a service or services available as presented by the
Service Coordinator. The Service Coordinator has fully explained:
• Accepting services and/or assistance from the Service Coordinator is voluntary
• Using or not using the services of the Service Coordinator is not a condition of my
tenancy but I understand that if the lease violations continue, that I may receive
additional lease warnings or violations
• That I may accept the services or assistance of the Service Coordinator at any time in the
future
Comments/Additional Information:
______________________________ ________________
Resident Signature Date
_________________________ ______________
Service Coordinator Signature Date
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_____________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 595-1372 www.haslo.org
Staff Use Only:
Client Name: _____________________________
Case Management Recommended: Yes No
Case Management Accepted By: _____________________________
Immediate Referrals Made:
Agency: _____________________________ For: _____________________________ Date: _______
Agency: _____________________________ For: _____________________________ Date: _______
Internal: _____________________________ For: _____________________________ Date: _______
Internal: _____________________________ For: _____________________________ Date: _______
Was an 815 signed by the client? Yes No
Tasks requested by the case manager for the client to complete before their next schedule meeting:
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
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Maxine Lewis Grove
Supportive Services- Resident Interest Survey 2026
Dear Resident,
We’d like to get your input on our Supportive Services community programs and
activities. This will help us know which programs and events are desired and how we
can better meet your needs. We appreciate you taking time to complete this survey.
Please drop off your survey to Marissa, Sara, Mia, or call Mia at (805) 431-4958 to
schedule a time for your survey to be picked up.
Thank you!
Please provide the following:
Name: ___________________________________ Phone: ____________________
Apartment #: ________________________ Email:__________________________
What day(s) would you be most likely to attend activities in the community room?
o Monday o Tuesday o Wednesday o Thursday o Friday
What time are you most likely to attend our community events?
o Early Morning (8:30am – 10:30am)
o Late Morning (10:00am – 12:00pm)
o Early Afternoon (12:30pm -2:30pm)
o Late Afternoon (3:00pm-6:00pm)
Which community activities would you be interested in (check all that apply)?
o Walking Group
o Arts/Crafts
o Book Club
o Potlucks/Celebrations
o Movie Days
o Games & Puzzles (i.e. bingo, board
games, cards)
o Exercise/Fitness Classes
o Poetry/Music
o Other: _______________________
Are you interested in guest speakers or educational events on the topics below (check all that
apply)?
o Career Building Workshops (resume
writing, interview skills, etc.)
o Financial Management Workshops
(budgeting, credit repair, etc.)
o Counseling Services
o Legal Services
o Computer / Tech Help
o Support Groups (grief, cancer,
parenting etc.)
o Food Resources (i.e. help with
applying for CalFresh benefits)
Are you interested in participating in a weekly smoking cessation course to learn how to stop
smoking?
o Yes
o No
Continued on back…
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What activities or events would you most likely participate in or would like to see regularly
offered?
Please specify: _________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Are you interested in hosting a class or activity yourself ? Any special interests you would like
to share?
If yes, please specify:
______________________________________________________________________________
_____________________________________________________________________________
Are you or anyone in your household currently receiving assistance from the following:
o Cal Fresh Benefits o Food Bank Senior Meal Deliveries
o Meals That Connect
Do you need support from Sara, Supportive Services Case Manager, with any of the following
(check all that apply):
o Finances (utility payment assistance,
CalWORKS etc...)
o Employment (career counseling,
adult services etc...)
o Mental Health
o Resources Healthcare
o Addiction Resources/Help
o Food/Clothing
o Other:______________________
Questions? Please contact:
Mia Ramos
Supportive Services Specialist
Cellphone: (805)431-4958 (Call/Text)
Email: mramos@haslo.org
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__________________________________________________________________________________________________
HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 543-4992 www.haslo.org
SUPPORTIVE SERVICES PRE-LEASE UP INTERVIEW QUESTIONS
Property: ______________
Date: ________________________ Supportive Services Interviewer: ________________________________________
Applicant name: _____________________________________________________ T-Code: ________________________
Contact phone & email:_______________________________________________________________________________
Tell me about yourself and your household members, what is your current housing situation? Are you a veteran (branch,
discharge status, etc.)? Follow-up: co-parenting (status, location, custody), storage units.
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
What are your hobbies (what do you like to do)?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
What does your support system look like (family, friends, church, clubs, etc.)?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Are there any services you currently utilize (DSS, Cen-Cal, CAPSLO, Food Bank, Bento, TMHA, Lumina Alliance, REACH,
CARE, HEAP, etc)? Do you currently have a housing nagivator (name, phone, agency)?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Are you employed? Where, job title and how long? How many hours and rate? Other sources of income (SSI, SSDI,
Pension, GA, Child Support, family contributions, etc.)?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Other than housing, do you have any current concerns (childcare/health insurance/bills/mental health/legal…)?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Do you have any history of addiction/abuse of drugs and/or alcohol? If yes, drug of choice? What is your current use of
drugs/alcohol? What does it look like if you relapse? Ask how to address concerns?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Do you use tobacco and/or marijuana products? If yes, what is your plan regarding where you will use? HASLO zero
tolerance
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Have you had any previous interactions with law enforcement? Are you on probation, diversion program or other? Have
you been convicted of a crime? If so, ask to explain.
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Recommend: _______ Yes No
Notified PM Email attached
Calculation Summary attached
Update Excel Spreadsheet: Yes N/A
DSS 815 signed Yes N/A
Deposit Assistance Yes No
Referring Agency: ______________________
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HOUSING AUTHORITY OF SAN LUIS OBISPO 487 Leff Street
PO Box 1289 San Luis Obispo, CA 93406 ph (805) 543-4478 fx (805) 543-4992 www.haslo.org
__________________________________________________________________________________________________
Do you have a hard time budgeting your money? Do you pay your bills on time? How is your credit? Address any
concerns on credit report. Open to ACH?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Do you have reliable transportation? If yes, inquire about status of registrati on, insurance, car payments. If not, how do
they get around, current D.L.? Remind about parking & guest policies
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Has anyone expressed concerns regarding your housekeeping? Any history or current issue with pests (bedbugs, roaches,
rodents)? Remind: annual recerts. (Voucher/PM), inspections, timely reporting, etc.
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
What types of behaviors/noises do you not tolerate regarding neighbors/surroundings (noise, attached living)?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
How do you resolve issues with neighbors or people who invade your space or who are disrespectful? How are you at
setting boundaries? Ask to give an example, (i.e. how would they interact with a neighbor that is playing loud music into
the late hours of the night?)
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Have you had any lease violations and/or terminations in the past? If so, what?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Do you need any reasonable accommodation due to disability? (i.e. grab bars in shower, first floor vs. second floor, etc.)
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Do you have any animals (pets, emotional support, Certified Service)? If yes, what is the type/breed/size?
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Address Supportive Services roles/processes (assessment, check-ins, inspection support, etc.), availability to assist if
offered unit.
ADDITIONAL NOTES: ________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
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Supportive Services – Toscano Resident Interest Survey 2025
Dear Resident,
We’d like to get your input on our Supportive Services community programs and
activities. Your input will help us know which programs and events are desired and how
we can better meet your needs. We appreciate you taking time to complete this survey.
Please drop off your survey to Mia or Amber, or you can text/email a picture of it to
Mia’s contact info below.
Thank you!
Mia Ramos - Supportive Services Specialist I
Cellphone: (805)431-4958
Email: mramos@haslo.org
Please provide the following:
Head of Household: ___________________________________ Phone: ____________________
Address: _______________________________________ Email:__________________________
What time are you most likely to attend our community events?
o Early Morning (8:30am – 10:30am) o Late Morning (10:00am – 12:00pm)
o Early Afternoon (12:30pm -2:30pm) o Late Afternoon (3:00pm-6:00pm)
Which community activities would you be interested in (check all that apply)? o Walking Group o Arts/Crafts o Book Club o Potlucks/Celebrations o Movie Days
o Games & Puzzles (i.e. bingo, board
games, cards) o Exercise/Fitness Classes o Poetry/Music o Gardening o Other:_______________________
Are you interested in guest speakers or educational events on the topics below (check all that
apply)?
o Career Building Workshops (resume
writing, interview skills, etc.) o Financial Management Workshops
(budgeting, credit repair, etc.) o Counseling Services o Legal Services
o Computer / Tech Help o Support Groups (grief, cancer,
parenting etc.) o Food Resources (i.e. help with
applying for CalFresh benefits)
Are you interested in being referred to a Supportive Services Case Manager to receive help
accessing services you may need? Yes / No o Finances (utility payment assistance,
CalWORKS etc...) o Employment (career counseling,
adult services etc...) o Mental Health
o Resources Healthcare o Addiction Resources/Help o Food/Clothing o Other:______________________
Continued on back…
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What activities or events would you most likely participate in or would like to see regularly
offered?
Please specify: _________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Are you interested in hosting a class or activity yourself? Any special interests you would like
to share?
If yes, please specify:
______________________________________________________________________________
______________________________________________________________________________
Questions?
Please contact Mia Ramos at (805)431-4958 or mramos@haslo.org
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Supportive Services – Sunset Terrace Resident Interest Survey 2025
Dear Resident,
We’d like to get your input on our Supportive Services community programs and
activities. Your input will help us know which programs and events are desired and how
we can better meet your needs. We appreciate you taking time to complete this survey.
Please drop off your survey to Mia or Irma, or please call to schedule a time for your
survey to be picked up.
Thank you!
Mia Ramos - Supportive Services Specialist I
Office: (805)594-5325 Cellphone: (805)431-4958
Email: mramos@haslo.org
Please provide the following:
Head of Household: ___________________________________ Phone: ____________________
Address: _______________________________________ Email:__________________________
What time are you most likely to attend our community events?
o Early Morning (8:30am – 10:30am) o Late Morning (10:00am – 12:00pm)
o Early Afternoon (12:30pm -2:30pm) o Late Afternoon (3:00pm-6:00pm)
Which community activities would you be interested in (check all that apply)? o Walking Group o Arts/Crafts o Book Club o Potlucks/Celebrations o Movie Days
o Games & Puzzles (i.e. bingo, board
games, cards) o Exercise/Fitness Classes o Poetry/Music o Other:_______________________
Are you interested in guest speakers or educational events on the topics below (check all that
apply)?
o Career Building Workshops (resume
writing, interview skills, etc.) o Financial Management Workshops
(budgeting, credit repair, etc.) o Counseling Services o Legal Services
o Computer / Tech Help o Support Groups (grief, cancer,
parenting etc.) o Food Resources (i.e. help with
applying for CalFresh benefits)
Are you interested in being referred to a Supportive Services Case Manager to receive help
accessing services you may need? Yes / No o Finances (utility payment assistance,
CalWORKS etc...) o Employment (career counseling,
adult services etc...) o Mental Health
o Resources Healthcare o Addiction Resources/Help o Food/Clothing o Other:______________________
Continued on back…
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What activities or events would you most likely participate in or would like to see regularly
offered?
Please specify: _________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Are you interested in hosting a class or activity yourself? Any special interests you would like
to share?
If yes, please specify:
______________________________________________________________________________
______________________________________________________________________________
Questions?
Please contact Mia Ramos at (805)431-4958 or mramos@haslo.org
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Human Services Grant Expense Report For Office Use Only
GENERAL INFORMATION
Purpose Mid-year Report Time Period from: 10/1/2025- 01/20/2026
Account
4221-00-000 Dates Description Transportation
$5k
Transitional Housing/Homeless Prevention
$10k Property Total
1-mop 10/27/2025 bus passes $124.00 ALL $124.00
1-mop 12/18/2025 RTA Bus Passes $340.00 ALL $340.00
1-mop 12/2/2025 homeless prevention $452.00 PHK $452.00
1-mop 12/3/2025 homeless prevention $400.00 PHK $400.00
1-mop 11/5/2025 transitional housing $21.74 SS $21.74
1-mop 11/13/2025 transitional housing $22.27 SLO Villages $22.27
1-mop 11/26/2025 essentials $91.32 MLG $91.32
1-mop 11/25/2025 essentials $20.68 MLG $20.68
1-mop 10/22/2025 transitional housing/bed $137.01 AND $137.01
1-mop 12/16/2025 homeless prevention $200.00 AND $200.00
1-mop 12/16/2025 homeless prevention $187.00 AND $187.00
1-mop 12/18/2025 transitional housing $111.26 AND $111.26
1-mop 12/12/2025 gas voucher $40 ANDERSON $40.00
1-mop 12/16/2025 by TW essentials/transisional hsg $475.00 860 on the wye $475.00
1-mop 1/7/2026 (sb)gas vouchers $205.46 MLG $205.46
1-mop 12/18/2025 (LM)homeless prevention $990.00 Anderson $990.00
1-mop 1/21/2026 (sb)essentials $76.00 Sunset Terrace $76.00
1-mop 1/21/2026 (LM)homeless prevention $246.49 Anderson $246.49
1-mop 1/27/2026 (cj)chair/bed $200.00 SLO55 $200.00
1-mop 2/3/2026 (sr)Utility Assistance (Water)$60.28 MLG $60.28
1-mop 2/9/2026 (iz)essentials $110.00 Marvin Gardens $110.00
1-mop 2/12/2026 (tw)homeless prevention $143.34 MLG $143.34
1-mop 02/18/2026 (cj)carts/grocery transport $8.94 Anderson $8.94
1-mop 03-02-2026 (cj)essentials $30.43 sunset terrace $30.43
1-mop 3/3/2026 trans housing/welcome
ess $144.94 anderson $144.94
1-mop 3/3/2026 trans hsg/welmome ess $155.98 anderdson/mlg $155.98
1-mop 3/3/2026 trans hsg/welmome ess $44.53 anderson/mlg $44.53
1-mop 3/3/2026 trans hsg/welmome ess $26.06 anderson/mlg $26.06
1-mop 3/3/2026 trans hsg/welmome ess $26.14 anderson/mlg $26.14
1-mop 3/3/2026 trans hsg/welmome ess $39.14 anderson/mlg $39.14
1-mop 3/3/2026 trans hsg/welmome ess $41.75 anderson/mlg $41.75
1-mop 3/4/2026 trans hsg/welmome ess $78.19 anderson/mlg $78.19
1-mop 3/4/2026 trans hsg/welmome ess $34.75 anderson/mlg $34.75
Housing Stability with Supportive Services January 20,2026
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Account
4221-00-000 Dates Description Transportation
$5k
Transitional Housing/Homeless Prevention
$10k Property Total
1-mop 3/3/2026 trans hsg/welmome ess $38.99 anderson/mlg $38.99
1-mop 3/10/2026 homeless prevention $599.00 rad 175 $599.00
1-mop 3/10/2026 homeless prevention $149.00 rad 175 $149.00
1-mop 3/20/2026 essentials $10.86 Sunset Terrace $10.86
1-mop 3/23/2026 essentials $104.36 RAD175 $104.36
1-mop 3/24/2026 homeless prevention $77.00 860 on the Wye $77.00
1-mop 3/24/2026 homeless prevention $500.00 Parkwood $500.00
1-mop 3/24/2026 homeless prevention $500.00 dan law $500.00
1-mop 3/24/2026 homeless prevention $500.00 dan law $500.00
1-mop 3/24/2026 homeless prevention $326.69 dan law $326.69
1-mop 3/24/2026 homeless prevention $500.00 WW $500.00
1-mop 3/24/2026 homeless prevention $628.00 860 on the Wye $628.00
1-mop 3/25/2026 (CJ)essentials/clothing $38.06 Anderson $38.06
1-mop 3/30/2026 (CJ)essenials/ppe $260.73 all SLO properties $260.73
1-mop 3/31/2026 (lm)homeless prevention $188.00 Anderson $188.00
1-mop 03/31/2026 (sr)homeless prevention $600.00 MLG $600.00
1-mop 4/9/2026 (sb/mia)homeless prevention $500.00 Toscano $500.00
1-mop 4/28/2026 (cj)essentials/transitional hsg $1,088.89 Poinsetta $1,088.89
1-mop 5/18/2026 (lm)essentials/transitional hsg $69.58 Anderson $69.58
1-mop 5/21/2026 transportation (sr)218 Maxine Lewis Grove $218.00
1-mop 5/29/2026 RTA Bus Passes 505 All $505.00
1-mop 6/3/2026 essentials $37.48 Anderson $37.48
1-mop 6/8/2026 tenant supports $58.48 MLG/860 $58.48
1-mop 6/15/2026 essentials $79.26 Anderson $79.26
1-mop 6/15/2026 essentials $34.57 Anderson $34.57
1-mop 6/16/2026 loft bed/mattress $576.41 Anderson $576.41
1-mop 6/16/2026 essentials $36.22 Anderson $36.22
1-mop 6/22/2026 utility assistance to avoid
shutoff $477.86 Palmview-SLO Villages $477.86
1-mop 6/4/2026 transitional housing $54.36 Anderson $54.36
1-mop 6/30/2026 homeless prevention $97.00 Anderson $97.00
1-mop 6/25/2026 bed/futon $157.68 Anderson $157.68
1-mop 6/30/2026 homeless prevention $48.00 Anderson $48.00
1-mop 6/30/2026 homeless prevention $200.00 Anderson $200.00
1-mop 6/30/2026 homeless prevention $58.00 Sunset Terrace $58.00
1-mop 6/26/2026 essentials $36.92 Anderson $36.92
1-mop 6/30/2026 microwave $86.99 Anderson $86.99
1-mop 6/30/2026 microwave/essentials $273.47 all SLO properties $273.47
$0.00
$1,227.00 $13,772.56 $0.00 $14,999.56 $14,999.56
Page 2 of 3 Page 62 of 116
Account
4221-00-000 Dates Description Transportation
$5k
Transitional Housing/Homeless Prevention
$10k Property Total
$0.00
APPROVED NOTES $14,999.56
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Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025/26
Type of Report *
Midyear Report
End-year Report
Project Name *
Ombudsman Services
Name of Organization *
Long Term Care Ombudsman Services of San Luis Obispo County
Address of Organization *
3232 S. Higuera Street, Suite 101B, San Luis Obispo, CA 93401
Name of Main Contact Person *
Karen Jones
Telephone Number *
805-785-0132
E-mail Address *
karenjones@ombudsmanslo.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
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- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
From July 1, 2025, through June 30, 2026, Long Term Care Ombudsman Services provided comprehensive advocacy and resident
support services to individuals living in long-term care facilities located within the City of San Luis Obispo. Services included person-
centered advocacy, systemic advocacy, complaint investigation and resolution, routine facility monitoring visits, information and
assistance/referrals, witnessing of Advance Health Care Directives, and community education.
All Ombudsman services are provided at no cost to residents and are strictly confidential. Resident (client) consent is required before
investigating complaints that identify a specific individual, ensuring that advocacy remains responsive to each resident's preferences,
values, cultural needs, and expressed concerns. During this reporting period, services were delivered by a dedicated team of five paid
staff members and five trained volunteers.
Describe any changes that occurred during the reporting period.*
As reported in the Mid-Year Reported, during the reporting period, the program experienced two significant challenges. First, one of
our full-time staff members was out with a significant injury for several months. This staff person has returned to work. Throughout
this absence, our remaining staff and volunteers went above and beyond to ensure that all residents continued to receive
uninterrupted access to Ombudsman services, including regular facility visits, complaint investigations, advocacy, and resident
support.
Second, the program continued to experience the effects of the California Department of Aging's suspension and subsequent
revocation of the Central Coast Commission for Senior Citizens' designation as the Area Agency on Aging (AAA) for Planning and
Service Area 17. As a result, reimbursement for approved Ombudsman services was delayed for much of the fiscal year, creating
significant cash flow challenges for the program. We are happy to report that this issue has been resolved as of July 1, 2026, with CA
Department of Aging taking on the AAA services until the new provider begins on October 1, 2026.
Despite these staffing interruptions and financial uncertainties, Long Term Care Ombudsman Services maintained operations and
continued providing all required services to residents without reduction. Funding from the City of San Luis Obispo Human Relations
Commission, together with support from other public and private funding sources and careful fiscal management, enabled the
program to continue meeting the needs of vulnerable residents throughout the year. We appreciate the City's continued investment
in our program, which helped ensure that older adults and adults with disabilities residing in long-term care facilities continued to
have access to independent advocacy during a particularly challenging fiscal year.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
3,678
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
1,107
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
From July 1, 2026, to June 30, 2026, we investigated 312 complaints and resolved 242 of the complaints to the satisfaction of the
resident. This is a 78% satisfaction rate.
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Our clients frequently give us feedback that our services are helpful, useful and needed. In addition, many of the clients who call for
information and assistance advise us that they have called many other places for assistance and our information is “the first time
they have received the help they need ”
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
We are limited in the demographic information we can collect and more importantly retrieve from our database. The California
Department of Aging requires us to use the database and we are not able to alter it to allow us to obtain demographic information.
Due to our frequent visits to facilities and meetings with our clients, we are able to determine the following:
All of our clients are older adults or 18-years+ with one or more disabilities. 70% of our clients are Caucasian females over the age of
75. This is consistent with census data for San Luis Obispo County.
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
From July 1, 2025 – June 30, 2026, we delivered the following services to support and protect residents of long-term care facilities:
Homelessness Prevention: We directly prevented three facility residents in the City of San Luis Obispo from eviction into homeless
services and provided information/assistance services to 1,107 residents or their families to self-advocate to prevent
discharge/eviction efforts by their care facilities.
Facility Monitoring Visits: We conducted 1,987 facility monitoring visits with 100% of facilities receiving multiple visits during the
reporting period. Through these visits, residents had access to an independent advocate who prioritized their safety, respected their
choices, and assisted in addressing concerns.
Information and Assistance (I&A): We provided information and assistance to 2,472 individuals. Clients consistently reported that
they were grateful to have reached the Ombudsman program and found the information provided to be very helpful.
Witnessing Advanced Health Care Directives: We witnessed 86 Advanced Health Care Directives for residents of skilled nursing
facilities. This service ensured residents could designate a trusted individual to make health care decisions on their behalf if they
were unable to do so themselves.
Ombudsman Training: We conducted 10 training sessions for certified Ombudsman ensuring that 100% of our Ombudsman received
18 hours of training.
Community Education: We delivered 16 community education sessions to 1,195 attendees, increasing public awareness of
Ombudsman services and promoting understanding of when and how we can provide assistance.
Homelessness Prevention: Throughout the year, the program received requests from homeless services providers, mental health
professionals, facility residents, and residents' responsible parties seeking assistance to prevent discharges into homelessness and
identify affordable housing and long-term care options.
Through advocacy, collaboration, and resource coordination, the program successfully prevented all involuntary discharges to
homelessness. The only exceptions involved residents who voluntarily chose to return to homelessness after leaving a nursing
facility. While these situations are uncommon, they most often involve individuals with a long history of homelessness who prefer
the independence of living without the restrictions that are inherent in a licensed care facility.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
All City of San Luis Obispo Human Relations Commission funds were spent on Ombudsman staff salaries. Ombudsman provide
direct services to clients (residents).
Please upload any additional documentation here
LTCO Year End Financial Report for 25 26.pdf 85.24KB
Reflection & Impact
Please take a moment to reflect on your work and share insights
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What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
During this grant period, we are most proud of our ability to maintain consistent, high-quality advocacy for residents of long-term care
facilities despite significant challenges. One of our full-time Ombudsman staff members, who is responsible for oversight of more than
40 care facilities, was out of the office for an extended period due to an injury. At the same time, our largest funding source experienced
administrative disruptions that delayed contract payments and created financial uncertainty. Despite these obstacles, our staff and
volunteers stepped up and worked collaboratively to ensure that residents continued to have uninterrupted access to Ombudsman
services. No resident was denied advocacy because of staffing or funding challenges.
A particularly meaningful success was our work to prevent homelessness among vulnerable older adults and adults with disabilities.
Through advocacy, coordination with service providers, and collaboration with facility staff and responsible parties, we successfully
prevented all involuntary discharges to homelessness during the grant period. We also assisted residents and families in identifying
affordable housing and long-term care options that supported safe transitions and preserved residents' rights.
This grant also strengthened our partnerships throughout San Luis Obispo County. We collaborated with homeless service providers,
mental health professionals, healthcare providers, legal services, community organizations, and local government agencies to address
complex resident concerns that no single organization could solve alone. These partnerships improved communication, increased
awareness of resident rights, and helped connect individuals with the services they needed.
One of the most important lessons we gained is that sustained community collaboration is essential to achieving positive outcomes for
older adults. Many of the issues facing long-term care residents, including housing insecurity, behavioral health needs, financial
exploitation, and access to appropriate services, require coordinated responses across multiple systems. We also learned the
importance of maintaining organizational flexibility so that services remain available even during staffing shortages or funding
instability.
Our work contributes to inclusion, belonging, and equity by ensuring that every resident of a licensed long-term care facility has access
to an independent advocate, regardless of income, disability, race, ethnicity, language, gender identity, or personal circumstances. Many
of the individuals we serve have limited family support, cognitive or physical disabilities, or face other barriers that make self-advocacy
difficult. By protecting resident rights, amplifying residents' voices, and ensuring they are treated with dignity and respect, we help
create a community where all older adults and adults with disabilities are valued and included.
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Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Emergency Shelter Program for Sexual Assault and Intimate Partner Violence Survivors
Name of Organization *
Lumina Alliance
Address of Organization *
51 Zaca Lane, Suite 150, San Luis Obispo, CA 93401
Name of Main Contact Person *
Kaitlin Goodpaster
Telephone Number *
805-781-6400
E-mail Address *
kgoodpaster@luminaalliance.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 68 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
Lumina Alliance provided no-cost emergency shelter services to survivors during the grant period with designated staff providing
bilingual services. Clients receiving shelter services have access to all other Lumina Alliance advocacy, therapy, and referrals for legal
assistance.
Clients staying in our shelters often utilize our case management and therapy services. Lumina Alliance Advocates, staff who are
assigned to work with shelter clients, help survivors achieve secure housing and connect them to therapy services and any further
case management necessary including legal referrals. All of our services are carried out with a lens of cultural sensitivity and
language diversity to best empower survivors in achieving self-sufficiency.
The efficacy of Lumina Alliance’s emergency shelter program can be exemplified through the following success story: A client came
into our SLO office as a walk-in seeking legal assistance with a restraining order. After a crisis support session, staff safety planned
with the client in the event her abuser returned home. The client disclosed that her abuser is an alcoholic who becomes violent when
intoxicated. Later that day, the client called seeking shelter due to the abuser’s return and was admitted to the SLO shelter where she
also began working with the San Luis Obispo Legal Assistance Foundation. The client was able to obtain a kick-out order and
restraining order and remained in shelter while awaiting her court date. During this time, she would return home during the day
while her abuser was at work. At the final court hearing, our client was granted a two-year restraining order and felt safe returning
home. She built a strong support system with her neighbors, and Lumina Alliance staff assisted with unpaid utilities left behind by
the abuser. Lumina Alliance’s client successfully returned home where she now feels safe and is able to welcome her daughter and
grandchildren.
Describe any changes that occurred during the reporting period.*
Lumina Alliance did not experience difficulty in carrying out project activities, therefore did not require any changes. It is worth
noting that there is a lack of affordable housing throughout SLO County and survivors experience extreme difficulty in maintaining
adequate income and housing, especially when they are fleeing violence. Local need exceeds Lumina Alliance’s capacity and we often
receive more requests for assistance than we are able to provide throughout the year. Resources and funding for supportive housing
programs are vital to the wellbeing of sexual and intimate partner violence survivors in SLO County. Additionally, although we have
systems in place to obtain survivors’ surveys once they have concluded their services with our organization, we occasionally receive
low engagement resulting in few surveys to report outcomes.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
82
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
33
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
N/A% of clients feel that the services they received were culturally-appropriate. (0)
N/A% of clients feel that the services they received increased their sense of safety and self-sufficiency. (0)
(Lumina Alliance received 0 surveys from clients in emergency shelter during the January - June 2026 reporting period).
Demographic data collected *
Page 69 of 116
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
Lumina Alliance collects client demographics through our intake forms, the following are statistics we have collected on the shelter
clients served during this reporting period:
Ages: 36.9% under 18; 33% under 13; 5.95% between 18 and 24; 33.33% between 25 and 39; 21.42% between 40 and 60; and 2.38%
greater than 60.
Gender: 79.76% Female, 20.24% Male, 0% Not Collected.
Race/Ethnicity: 29.76% White, 38.1% Hispanic/Latino , 14.28% Multiple Races, 2.38% Native Hawaiian or other Pacific Islander, 9.52%
Black/African-American, 5.95% Unknown.
Primary language spoken: 92.85% English, 5.95% Spanish, 1.2% Other.
Di bili S 15 5%l/h i l/i i 1 2%D f/H i
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
Of 82 total clients served during the reporting period:
39% of clients served in emergency shelters were children.
50% of clients served in emergency shelters were Hispanic or Latino.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
Lumina Alliance HRC-HSG FY25/26
01/01/2026 to 06/30/2026 Expenses
Shelter
Personnel: staff costs of Shelter Manager and fringe benefits. $2,538.23
Utilities: shelter gas, electric, water, trash, and internet. $2,180.19
Repairs & Maintenance Supplies: including shelter bedding and room furnishings, appliances, and basic shelter repair and
maintenance supplies. $5,425.58
Food: basic shelter food and grocery needs. $839.46
Total Expenses: $10,983.46
Please upload any additional documentation here
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
Lumina Alliance is incredibly proud of the success of our emergency shelter program. The only program of its kind in SLO County, we
regularly serve around 130-150 clients, including children, each year in shelter alone. Emergency housing is a vital resource for survivors
fleeing violence, especially in SLO County where access to affordable housing is already scarce. Each year, we collect data on clients
served and unmet requests that provide us with insight on community need. In fiscal year 2024-25 alone, we received 122 unmet
requests for housing or services from anonymous or third party contacts and 171 unmet requests for housing due to program capacity.
We continuously work to address the ever increasing local need for survivor resources. Lumina Alliance also understands that people
from marginalized communities are at an increased risk for experiencing violence. Of 1,126 total survivors served last fiscal year, 85%
were women, 11% were monolingual Spanish-speakers, 20% had disabilities, 14% were unhoused or transient, and 4% were from rural
areas of the county. 93% of Lumina Alliance clients who report annual income are between low and moderate income (identified as
making less than $30,000 in annual income). Lumina Alliance prioritizes accessible, equitable services and seeks to directly improve
outcomes for underserved and unserved survivors. Our agency is proud of our goals to contribute to inclusion, belonging, and equity
throughout SLO County by advocating for the needs of some of our community ’s most vulnerable residents. Funding continues to be Page 70 of 116
one of the greatest challenges and potential sources of support for our mission and programs. Currently, government funding streams
are highly volatile due to political upheaval, and increasingly competitive as a result, all while accounting for a large percentage of
Lumina Alliance’s funding, as well as many other nonprofits. It is through generous local grants like City of SLO HRC HSG that Lumina
Alliance is able to sustain our mission to provide crucial support services for sexual assault and intimate partner violence survivors and
their loved ones in SLO County.
Page 71 of 116
Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
25-26
Type of Report *
Midyear Report
End-year Report
Project Name *
Nutrition for Healthy Seniors
Name of Organization *
Senior Nutrition Program
Address of Organization *
265 South Street Suite B
Name of Main Contact Person *
Ashley Murphy
Telephone Number *
805-541-3312
E-mail Address *
ashley@mealsthatconnect.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 72 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
Meals That Connect (MTC) helps prevent senior homelessness by providing nutritious meals, wellness checks, and social connection
to older adults throughout San Luis Obispo County. Serving more than 2006 individuals, and providing 198,593 meals in San Luis
Obispo County and 299 Individuals and 40,247 meals in the city of San Luis Obispo through congregate dining sites and home-
delivered meal services. Meals That Connects helps older adults remain healthy, independent, and safely housed. By addressing food
insecurity, reducing isolation, and identifying needs early, MTC enables seniors to age in place with dignity while reducing reliance on
emergency and institutional services. Continued funding will ensure seniors age 60 and older have ongoing access to these essential
nutrition and wellness services.
Describe any changes that occurred during the reporting period.*
During the reporting period, Meals That Connect experienced increased operating expenses due to rising food, fuel, and energy
costs. Throughout 2025, food prices in the United States increased by approximately 3.1%, while continued increases in grocery costs
placed additional financial pressure. Energy costs also rose by 7.0%, and gasoline prices increased by 7.7%, resulting in higher
transportation and home-delivered meal distribution expenses.
Despite these financial challenges, Meals That Connect successfully adapted its budget by strategically reallocating available
resources to maximize program impact. These adjustments enabled the organization to maintain the quality of its meals, continue
providing essential nutrition services, and ensure older adults throughout San Luis Obispo County received nutritious meals and
wellness support without interruption.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
2,006
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
299
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
The 2026 Meals That Connect Client Survey reflects high levels of client satisfaction and positive program outcomes. In May 2026,
Meals That Connect distributed 299 client surveys to participants at the San Luis Obispo dining site and received 24 completed
responses.
Clients rated both the quality and taste of the meals an average of 4 out of 5, with an overall food satisfaction rating of 4 out of 5.
Survey comments highlighted appreciation for the organization's nutrition education, including heart health information and healthy
living articles featured on the back of monthly menus. Additional feedback included comments such as, "You're doing a good job,"
"Great organization," "Great food," and "Nice people—thank you."
With the support of our on-site Registered Dietitian and Kitchen Manager, Meals That Connect continues to enhance meal quality,
provide evidence-based nutrition education, and respond to client feedback. By working collaboratively, the team is committed to
continuously improving the dining experience while promoting healthy eating habits, supporting chronic disease prevention, and
helping older adults maintain their health and independence.
Demographic data collected *
Page 73 of 116
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
Using our WellSky program, Meals That Connect collects demographic information during client intake and annual reassessments to
measure the impact of our services and better understand the needs of the older adults we serve. Data showed that 83% of clients
85 ld 58%70%id ifi d li i i h di bili 61%li d l 29%l i 72%
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
Through our WellSky program, Meals That Connect measures the impact of our services through comprehensive client intake and
annual reassessment processes. These assessments provide updated demographic information and help us better understand the
needs of the older adults we serve.
During the 2025–2026 fiscal year, our data showed that 83% of clients were 85 years of age or older, 58% were women, 70%
identified as living with a disability, 61% lived alone, and 13% were veterans. This information enables us to tailor our services to
meet the needs of some of the county 's most vulnerable older adults while demonstrating the significant impact of our nutrition and
wellness programs.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
Our original project budget was $15,000; however, Meals That Connect received $10,000 during the 2025–2026 fiscal year. To align
the project with the reduced funding, we adjusted our budget while maintaining the program's core services.
The original budget allocated $9,000 for food costs; however, $6,000 was ultimately designated for food purchases. Kitchen labor
was originally budgeted at $3,000, with $2,000 expended. Supplies were budgeted at $500, with actual expenses totaling $400.
Transportation was originally budgeted at $1,000, with $600 used to support transportation costs. Rent was budgeted at $1,000, with
$600 allocated toward facility expenses. Insurance costs were budgeted at $500, with $400 expended.
These budget adjustments allowed Meals That Connect to maximize the available grant funding while continuing to provide high-
quality nutrition services and efficiently manage project costs.
Please upload any additional documentation here
City of SLO Human Services Grant report 7.25-6.26.pdf 157.05KB
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
One of the greatest insights from our work is that a nutritious meal is often much more than food—it is a critical connection to safety,
health, and community. Through regular meal delivery, congregate dining, and wellness checks, we have seen firsthand how consistent
contact can reduce isolation, identify emerging needs early, and help older adults remain independent in their own homes.
As the senior population continues to grow and the cost of living increases, the demand for these services will continue to rise. Our
experience has reinforced that investing in nutrition, social connection, and early intervention is one of the most effective ways to
prevent crises, reduce reliance on emergency services, and support seniors in aging with dignity. Continued funding will allow Meals
That Connect to expand this impact and ensure that vulnerable older adults throughout San Luis Obispo County have the resources they
need to remain healthy, connected, and safely housed.
Page 74 of 116
Human Services Grant Jul '25 - Jun 26
Grant Monies: City of San Luis Obispo 10,000.00$
Total Income 10,000.00$
Expenses
Expense
FOOD COSTS 6,000.00$
FOOD SERVICE SUPPLIES 400.00$
INSURANCE Expense - LIABILITY 400.00$
RENT 600.00$
SALARIES/WAGES 2,000.00$
VEHICLE OPERATIONS 600.00$
Total Expense 10,000.00$
Net Income -$
Page 75 of 116
Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Early Recovery Assistance Grant
Name of Organization *
Middle House
Address of Organization *
2939 Augusta St. San Luis Obispo CA, 93401
Name of Main Contact Person *
Jason Main
Telephone Number *
805-544-8328
E-mail Address *
jasonmain180@gmail.com
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 76 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
Paid for 6 weeks room and board at our sober living facility. Drug testing for alcohol and other drugs done daily. Residents failing
drugs tests can choose to be rotated to the sobering center on Johnson Ave. and then return when they test negative. Free hot
meals, laundry facilities, donated clothing are all included.
Describe any changes that occurred during the reporting period.*
none
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
10
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
10
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
Individuals who received the grant and their current status:
Murry Smith- formally homeless is currently residing at Middle House
Brent Hofstead- formally homeless is currently residing at Middle House and is gainfully employed
Marc Steele- formally homeless is currently residing at Middle House and is gainfully employed at Morro Bay recovery. Marc
completed training and licensure to work in peer support / addiction counseling.
Christian DeLacruz- relapsed and is currently incarcerated.
Steven Thewlis- formally homeless is currently residing at Middle House on medical leave for back surgery.
Andrew Boydstun- moved from Middle House and undergoing job training.
Michael Vaughan- unable to stay sober and returned to being homeless.
Nickolas Johnson- formally homeless is currently residing at Middle House and gainfully employed.
William Gimbal- formally homeless is currently residing at Middle House and recovering from a life threatening motor-cycle accident.
Michael Baxter- relapsed and undergoing psychiatric evaluation. Michael is an alcoholic with underlying mental health issues. I am a
member of a multi-disciplinary team of county worker and hospital personal that is helping Michael with his recovery. He is on the
wait list to return to Middle House barring further deterioration of his mental and physical health.
100% of recipients were grateful for the chance to turn their lives around.
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
Murry Smith- white-male- senior citizen
Brent Hofstead- white-male-
Marc Steele- white-male-
Christian DeLacruz- Hispanic - male
Steven Thewlis- Hispanic - male
Andrew Boydstun- white-male-
Page 77 of 116
Michael Vaughan- white-male-
Nickolas Johnson- white-male-
William Gimbal- Native American - male
Michael Baxter- white-male-
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
10 grant recipients.
7 still sober
1 incarcerated
1 under psychiatric evaluation
1 returned to being homeless and using alcohol and methamphetamine.
3 recipients gainfully employed
1 recipients undergoing job training
2 recovering from physical trauma
All these recipients achived some measure of success and had positive views on our program. While long term abstinence is the goal
not everyone participating was able to achieve that at this time. The good news is that forward progress was made and that 7 out of
10 recipients are still sober today. This grant will segue into our Community Service for Housing Project for 5 out of these 10
recipients. They will continue to receive financial assistance only now is coupled with community involvement. So far these
recipients have earned rental credits by setting up events for Juneteenth and Pride. Move events with other local non-profits are
scheduled as well.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
10 recipients received $1,000 in rental assistance. This allowed them to stay at our San Luis Obispo sober living facility free or charge
for 6 weeks.
Please upload any additional documentation here
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
Addiction is very isolating disease, connection and community are the best treatment for addiction. Our program is designed to
promote a sense of belonging and prepare the residents for gainful employment. Residents are encouraged to stay at Middle House for
at least 1 year. Our new program called the Community Service for Housing Project furthers this goal. You can learn more about here:
https://middlehouse.org/help.php
Page 78 of 116
Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
City of SLO DEI Human Services Grant
Name of Organization *
People's Self Help Housing
Address of Organization *
1060 Kendall Road
Name of Main Contact Person *
Stephanie Schomer
Telephone Number *
707-815-1340
E-mail Address *
stephanies@pshhc.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 79 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
o People’s Self-Help Supportive Housing Program (SHP) is a clinically based case management and social services program that
has been providing services to People’s Self-Help Housing (PSHH) residents living in the city of San Luis Obispo, CA.
o PSHH’s Supportive Housing Program provides direct services to San Luis Obispo residents that include: crisis management, case
management, counseling, homeless prevention, homeless placement, employment support, home management training and
education, preventive education, financial management, advocacy, benefits and entitlements education and counseling, and referrals
to other SLO agencies for those services and benefits that PSHH is not able to provide. This program has assisted SLO residents in
achieving and maintaining independent functioning and self-sufficiency.
o PSHH’s SHP staff utilize qualified, trauma-informed, and culturally competent skills to work with vulnerable low-income
residential populations (including veterans, seniors, and individuals with physical and mental disabilities).
Describe any changes that occurred during the reporting period.*
o Over the past year, this program has been immensely successful in preventing residents from losing their housing in SLO.
o A challenge has been the increased demand for basic needs support needed by residents in the program, which are most often
addressed by SHP staff working with and making referrals to other local social service partners and agencies that specialize in that
area of service and support
o PSHH also had a delay in the opening of one of our new properties that was to contribute most of the outcomes from this
funding. Our Beacon property has been delayed in taking in residents until July of 2027.
Success stories, testimonials, or examples that illustrate community impact.
o One of our residents was experiencing significant financial hardship after his wages were being garnished due to a previous
incident. He was under a great deal of stress, worried not only about paying his rent but also how to have enough food until his SSI
payment. Wanting to help during such a difficult time, our SHP social worker took the initiative to visit the local food bank, picked up
the groceries he would normally receive, and personally delivered them to this resident’s home. Seeing the relief and gratitude on his
face was incredibly meaningful. The resident expressed how much he appreciated the support and knowing that someone was there
for him when he needed it the most. Our SHP social worker reassured him that if he encountered any challenges in the future, he
could reach out to PSHH’s team.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
112
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
112
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
o All 112 households serviced by PSHH’s Supportive Housing Program reported being satisfied with all services provided.
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
Page 80 of 116
Metrics / Performance Outcomes
o 98% of SHP participants remain stably housed through the services provided
Number of individuals served
o 112 San Luis Obispo individuals, as head of household, received SHP’s comprehensive homelessness prevention services
Number of City residents served
o 112 city residents
Demographic data collected
o Residents race: Asian=0, Black= 1, White=109, Mixed=2
o Residents ethnicity: Hispanic=24, non-Hispanic=88
o Residents gender: male=62, female=50
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
•To deliver comprehensive homelessness prevention services to 112 residents and their households across PSHH properties
located in San Luis Obispo
•98% of SHP participants remain stably housed
•80% of formerly homeless households become SHP clients during this funding period
•64% of SHP households experience an increase to their financial stability
•95% of SHP participants are connected with the appropriate resources that will increase their ability to remain in stable housing.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
$15,000 in grant funds were used towards the salary and benefits of PSHH's clinical case management's social worker, Ian Kizanis,
who provides SHP's supportive services to our residents of the city of SLO. $12,079.34 went towards Ian's salary for the fiscal year,
and $2920.66 went towards his benefits last year.
Please upload any additional documentation here
Page 81 of 116
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
What outcomes or successes are you most proud of?
o That PSHH was able to provide comprehensive clinical case management services that resulted in 98% of households becoming and
remaining stable in their housing.
What lessons or insights have you gained during this grant period?
o When SHP services are offered and provided to households in need, and they embrace that support, that household will remain
stable in their housing.
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community?
o PSHH services are provided to all who need them, regardless of age, sex or race.
What additional support or resources could help strengthen your impact?
o Additional funding to not only pay for supportive services but also direct financial assistance funding that will further stabilize
households by helping financially to pay for basic needs like rent, utilities and food.
Page 82 of 116
Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Opportunity to Fund
Name of Organization *
Restorative Partners
Address of Organization *
3380 S. Higuera
Name of Main Contact Person *
Crystal Locarnini
Telephone Number *
805-234-9069
E-mail Address *
RJManager@restorativepartners.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 83 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
Restorative Partners (RP) has supported clients in obtaining educational and vocational credentials, such as transcripts, GED
certificates, and work-related training certifications. Access to these documents is critical for securing and maintaining employment,
thereby promoting financial stability and enabling participants to become contributing members of their communities. Additionally,
proper documentation significantly increases eligibility for housing applications and rental assistance programs.
A portion of the funds has also been allocated to transportation support, ensuring that clients are able to actively engage in their
reentry process. This includes attending housing appointments, participating in job interviews, fulfilling program requirements, and
remaining compliant with court obligations. Furthermore, funds have been used to provide appropriate daily clothing and essential
work-related items, equipping clients with the resources needed to pursue employment opportunities and meet daily living needs
with dignity and confidence.
Describe any changes that occurred during the reporting period.*
The relocation of Restorative Partners’ office, effective October 1, 2025, has significantly enhanced service accessibility and program
visibility. The new location is centrally situated near the Prado Homeless Services Center (CAPSLO) and key government agencies,
including the Social Security Administration, Department of Rehabilitation, Department of Motor Vehicles, California Department of
Corrections and Rehabilitation, and the Parole Office. This strategic move has strengthened client engagement, as evidenced by a
doubling of foot traffic at the Reentry Drop-In Center, and has improved access to critical reentry resources for individuals
experiencing housing and employment instability.
In January 2026, Restorative Partners launched the Bridge to Stability (B2S) program, expanding its continuum of care for justice-
involved individuals. During this reporting period, 74 clients were enrolled in B2S all of whom were eligible to receive support from
the O2F. Additionally, RP maintained five sober living homes at near full capacity, further increasing the number of clients eligible for
participation in the O2F program. These efforts reflect RP’s ongoing commitment to scaling services and strengthening pathways to
stability, housing, and employment for program participants.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
101
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
29
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
94% of clients who requested individual services received them.
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
Participant Demographics (Self-Reported)
Race/Ethnicity
Black: 27.24%
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Hispanic/Latino: 36.32%
White: 29.55%
Native American: 4.45%
Other: 2.44%
Sex
Female: 27.27%
Male: 72.73%
Employment Status
Employed: 6.28%
Employed and seeking additional work: 8.55%
Unemployed and actively seeking employment: 68.18%
Unemployed and not seeking employment: 7.90%
Student: 9.09%
Time Since Release
0–6 months: 81.82%
7–12 months: 6.82%
Over 1 year: 11.37%
Housing Status
Homeless: 15.91%
Fleeing domestic violence: 4.54%
Sheltered: 6.82%
Housed (temporary/unstable): 9.08%
Sober living (categorized as homeless): 51.37%
Permanently housed: 13.63%
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
RP continues to maintain an 80% retention rate of clients who receive help from O2F. These clients continue on with services from
housing to Extended Care Management to treatment. RP enrolled over 112 people into various reentry programs during this
reporting period.
Through the support of the Opportunity Fund Program, Restorative Partners (RP) has successfully assisted 15 individuals in securing
permanent housing and supported 20 participants in obtaining employment since January. In addition, RP distributed over 250 bus
passes, enabling clients to independently pursue housing and employment opportunities, attend essential appointments, maintain
sobriety and overall health, and strengthen their sense of community connection.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
Please see the attached expense sheet. Any remaining funds after July 30th will be used to purchase basic needs (shirts, socks and
hygiene) to have on hand for immediate needs.
Please upload any additional documentation here
Redacted O2F Requests END.pdf 45.38KB
Reflection & Impact
Please take a moment to reflect on your work and share insights
Page 85 of 116
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
Through the support of the Opportunity Fund Program, Restorative Partners (RP) has successfully assisted 15 individuals in securing
permanent housing and supported numerous participants in obtaining employment. In addition, RP distributed over 250 bus passes,
enabling clients to independently pursue housing and employment opportunities, attend essential appointments, maintain sobriety and
overall health, and strengthen their sense of community connection.
RP also facilitated client enrollment in Cuesta College and other educational programs, supported individuals in obtaining a driver ’s
license—some for the first time—and provided critical guidance as participants worked toward greater stability and self-sufficiency.
Despite these successes, we have learned the need for transportation assistance remains significant. Limited resources have required
RP to prioritize access to bus passes and agency-owned bicycles. Expanding transportation resources, including additional bicycles and
other mobility supports, would further enhance clients’ independence, promote personal growth, and increase their ability to actively
engage in employment, services, and the broader community. Investments in transportation are essential to advancing long-term
stability and successful reentry outcomes
Page 86 of 116
Amount:Reports:Items Time Frame:Notes:
$10,000 N/A Received on 08/01/2025 SLO HSG 2025-26
Probation SN Birth Certificate 10/8/2025 Yes 56 56 Paid by RP cc
Probation SN CDL 10/24/2025 Yes 45.95 45.95 Paid by RP cc
RTA 30 1-Day passes 11/5/2025 No 165 165 Paid by Finance
Probation SN CDL 11/14/2025 Yes 36.76 36.76 Paid by RP cc
CS Birth Certificate 11/14/2025 Yes 0 61.25 Paid by RP cc
Probation SN Birth Certificate 11/26/2025 Yes 12.95 12.95 Paid by RP cc
Probation SN Work Boots & hard hat 12/2/2025 Yes 146.46 146.46 Paid by RP cc
RTA (10) 7day & (20) 30day 12/3/25 No 840 840 Paid by Finance
Probation SN Birth Certificate 12/4/2025 Yes 15.95 15.95 Paid by RP cc
GEO CDL 12/5/2025 Yes 36.76 36.76 Paid by RP cc
GEO Work Clothes 12/5/2025 Yes 70.69 70.69 Paid by RP cc
CS ID 12/9/2025 Yes 44.95 44.95 Paid by RP cc
Probation SN Backpack 12/15/2025 Yes 12.71 12.71 Paid by RP cc
GEO Birth Certificate 12/18/2025 Yes 12.95 63.95 Paid by RP cc
BSCC Clothing Necessity 12/19/2025 Yes 35.87 35.87 Paid by RP cc
GEO Birth Certificate 12/19/2025 Yes 56.95 56.95 Paid by RP cc
GEO ID 12/24/2025 Yes 39.82 39.82 Paid by RP cc
GEO Certificartions 12/24/2025 Yes 11.99 11.99 Paid by RP cc
GEO ID 12/27/2025 Yes 39.82 39.82 Paid by RP cc
RTA (25) 31 day & (25) 1 day passes 12/29/2025 No 987.5 987.5 Paid by Finance
CS Birth Certificate 12/31/2025 Yes 15.95 15.95 Paid by RP cc
Probation SN DL/ID 1/1/2026 Yes 37.78 37.78 Paid by RP cc
GEO CDL 1/2/2026 Yes 46.97 46.97 Paid by RP cc
GEO ID 1/7/2026 Yes 40.84 40.84 Paid by RP cc
GEO ID 1/12/2026 Yes 40.84 40.84 Paid by RP cc
Probation SN Birth Certificate 1/13/2026 Yes 46.95 46.95 Paid by RP cc
Probation SN No-slip work shoes 1/14/2026 Yes 54.36 54.36 Paid by RP cc
GEO GED 1/15/2026 Yes 0 20.84 Paid by RP cc
GEO Basic needs 1/21/2026 Yes 35.87 35.87 Paid by RP cc
GEO Clothes for work 1/22/2026 Yes 90.7 90.7 Paid by RP cc
RTA 30 - 31 Day passes 1/22/2026 No 1020 1020 Paid by Finance
GEO Work Boots 1/26/2026 Yes 125 125 Paid by RP cc
Probation SN Birth Certificate 1/29/2026 Yes 12.95 65.95 Paid by RP cc
GEO Bike Lock 1/29/2026 Yes 14.13 14.13 Paid by RP cc
GEO Interview Clothes 2/2/2026 Yes 41.42 41.42 Paid by RP cc
Probation SN Birth Certificate 2/4/2026 Yes 7 61 Paid by RP cc
GEO Interview Clothes 2/6/2026 Yes 140.81 140.81 Paid by RP cc
Probation SN DL/ID 2/9/2026 Yes 40.84 40.84 Paid by RP cc
GEO Interview clothes 2/12/2026 No -35.56 -35.56 Refund
GEO Work clothes 2/13/2026 Yes 58.72 58.72 Paid by RP cc
GEO Interview clothes 2/13/2026 No 29.16 29.16 Paid by RP cc
Interview clothes 2/16/2026 Yes 29.16 Paid by RP cc
GEO Interview clothes 2/17/2026 No 25.12 25.12 Paid by RP cc
Probation SN DL/ID 2/17/2026 Yes 37.78 37.78 Paid by RP cc
GEO Real ID 2/23/2026 Yes 46.97 46.97 Paid by RP cc
GEO Interview clothes 2/25/2026 No -29.16 -26.21 Refund
RTA 30-31 Day & 30-1 Day 3/2/2026 No 1185 1185 Paid by Finance
GEO Food Handlers Certificate 3/3/2026 Yes 11.99 11.99 Paid by RP cc
CS Birth Certificate 3/10/2026 Yes 9.41 9.41 Paid by RP cc
Probation SN DLPermit testing 3/10/2026 Yes 46.97 46.97 Paid by RP cc
BSCC Shoes 3/11/2026 Yes 86.96 86.96 Paid by RP cc
BSCC Undergarments 3/16/2026 Yes 17.37 17.37 Paid by RP cc
BSCC Undergarments 3/16/2026 Yes 17.37 17.37 Paid by RP cc
BSCC Work Clothing 3/16/2026 Yes 63.04 63.04 Paid by RP cc
BSCC Birth Certificate 3/19/2026 Yes 15 15 Paid by RP cc
Probation SN DL Renewal 3/20/2026 Yes 46.97 46.97 Paid by RP cc
BSCC Birth Certificate 3/20/2026 Yes 15 15 Paid by RP cc
RTA Bus passes 3/30/2026 No 1020 1020 Paid by Finance
Probation SN Birth Certificate 3/30/2026 Yes 15 15 Paid by RP cc
GEO Bike Lock 4/1/2026 Yes 18.82 18.82 Paid by RP cc
BSCC Work Clothing 4/7/2026 Yes 66.3 66.3 Paid by RP cc
BSCC Bike Helmet 4/9/2026 Yes 40.24 40.24 Paid by RP cc
BSCC DMV 4/10/2026 No 46.97 49.97 Paid by RP cc
BSCC DMV 4/13/2026 Yes 46.97 46.97 Paid by RP cc
Probation SN Birth Certificate 4/15/2026 No 15 15 Paid by RP cc
RTA Bus passes 4/20/2026 No 1185 1185 Paid by Finance
ECM Drivers License 4/23/2026 Yes 46.97 46.97 Paid by RP cc
BSCC Bike Lock 5/6/2026 Yes 10.79 10.79 Paid by RP cc
GEO Clothing 5/6/2026 Yes 92.37 92.37 Paid by RP cc
BSCC School Transcripts 5/12/2026 Yes 15 15 Paid by RP cc
ECM CDL 5/15/2026 Yes 46.92 46.92 Paid by RP cc
BSCC Work Boots 5/15/2026 Yes 48.93 48.93 Paid by RP cc
BSCC Bithcertificate 5/15/2026 Yes 15 15 Paid by RP cc
GEO Work Clothing 5/15/2026 Yes 93.51 93.51 Paid by RP cc
BSCC 5/21/2026 Yes 15 15 Paid by Finance
BSCC Birth Certificate 5/22/2026 Yes 15 15 Paid by Finance
BSCC Folders 5/23/2026 No 39.62 39.62 Paid by RP cc
ECM Amtrak ticket 5/27/2026 Yes 118 118 Paid by RP cc
Metro Public Health Departmen
Client Name Program Referring Staff
Member
Initial
Referral Date
Application
Received?
Actual
Amount
Amount
Requested Notes
Page 87 of 116
Amount:Reports:Items Time Frame:Notes:
$10,000 N/A Received on 08/01/2025 SLO HSG 2025-26
Client Name Program Referring Staff
Member
Initial
Referral Date
Application
Received?
Actual
Amount
Amount
Requested Notes
BSCC Basic Clothing 5/29/2026 Yes 42.4 42.4 Paid by RP cc
BSCC Birth Certificate App Notary 6/5/2026 Yes 15 15 Paid by RP cc
BSCC Birth Certificate App Notary 6/5/2026 Yes 15 15 Paid by RP cc
BSCC Undergarments 6/5/2026 Yes 21.74 21.74 Paid by RP cc
BSCC Shoes 6/15/2026 Yes 47.51 47.51 Paid by RP cc
BSCC Birth Certificate App Notary 6/17/2026 Yes 15 15 Paid by RP cc
BSCC Shoes 6/17/2026 Yes 59.8 59.8 Paid by RP cc
BSCC Education VERIFIcation 6/22/2026 Yes 15 15 Paid by RP cc
CS Prorated rent 6/30/2026 Yes 200 200 Paid by Finance
BSCC CDL 7/13/2025 Yes 46.97 46.97 Paid by RP cc
BSCC Birth Certificate 7/13/2026 Yes 15 15 Paid by RP cc
Probation SN Transportation 7/14/2026 Yes 34 34 Paid by RP cc
BSCC birth Certificate 7/13/2026 Yes 15 15 Paid by RP cc
BSCC CDL 7/13/2026 Yes 46.97 46.97 Paid by RP cc
$9,759.56
$240.44 $0.00
Total Spent
Total Funds Availa
Page 88 of 116
Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Shower the People
Name of Organization *
Shower The People
Address of Organization *
PO BOX 516
Name of Main Contact Person *
Gary Petersen
Telephone Number *
805-710-7845
E-mail Address *
gdrjspetersen@gmail.com
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 89 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
Shower the People's (STP) mobile shower program aims to offer one of San Luis Obispo's most vulnerable populations the
opportunity to regularly access valuable hygiene infrastructure, such as shower facilities, with privacy and dignity. The 2025-2026
goal of STP is to continue its successful shower program in up to 4 locations in the City of San Luis Obispo. STP always strives to
provide showers for anyone who wants one. The program will continue to supply shower guests with a new pair of underwear, socks,
a T-shirt, a comb, and hand sanitizer. STP will additionally continue to coordinate with organizations that utilize STP sites to provide
vital homeless services such as healthcare access.
Shower the People (STP) is a mobile shower program that provides houseless individuals with free hot shower access four days of
the week in the City of San Luis Obispo, for 3-4 hours each day. STP operates mobile shower units at San Luis Obispo Library every
Sunday, Church of Christ San Luis Obispo every Saturday and Unitarian Universalist Church every Tuesday and Thursday and
sometimes at the SLO BMW Dealership on Thursday nights. The mobile shower trailer includes three fully contained private
shower units, each complete with a toilet, mirror, and shower. Every guest is offered a 15-minute shower after which our volunteers
ensure the unit is thoroughly cleaned, disinfected, and prepared for the next guest. Every shower guest receives a new T-shirt, new
boxers/ undergarments, new socks, a toothbrush /toothpaste, comb, razor, and a 2oz bottle of hand sanitizer. The shower program
uses biodegradable soap/shampoo to minimize environmental waste and provide guests with the best quality hygiene products.
Towels and washcloths are provided to the shower program weekly by Dignity Health / Arroyo Grande Community Hospital.
Shower the People (STP) collaborates with numerous organizations and community members to enhance homeless service offerings
in the City of San Luis Obispo and surrounding areas.
Once a month Vituity organizes a pop-up medical clinic at STP’s Library site, offering free medical care and follow up with on-site
physicians and nurses. The Access Support Network joins the pop-up clinic and provides free AIDS/HIV exams, tests, and
medications.
Public Health has visited each STP site to offer free COVID vaccines to guests.
STP partners with TMHA at their Homeless Resource Fair.
CAPSLO's outreach worker routinely visits STP sites.
"Wash Me Go" provides free haircuts weekly at 2 STP sites.
All STP sites collaborate with churches, agencies and community members that provide food for shower guests, such as The Food
Share Program, The Agape Men's group, Grassroots, Food not Bombs, and individual supporters.
Once each week SLO County Probation is onsite for Guests to check in if needed
Describe any changes that occurred during the reporting period.*
We now have a brand new 3-stall shower trailer and van dedicated for exclusive use as needed in the City of San Luis Obispo and
remains in the city. The old Van and Trailer remain in south county for use in Five Cities.
We have registered with SLO County Emergency services to be able to support city needs in an emergency in addition to homeless
services.
We created the website Vivaslo.org as the premier site for homeless resources in San Luis Obispo area for our guests to connect
them with services.
Attach additional pages if needed
2025-2026 slo expenses for year end report.pdf 175.16KB
2025-2026 year end shower data for year end report.pdf 133.47KB
2025-2026 year end data report.pdf 1.18MB
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
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Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
7,072
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
7,072
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
From July 1, 2025 - June 30, 2026, in the City of San Luis Obispo, Shower the People had 7,072 guests requesting services in person.
5,519 received supplies and a shower,
1,042 only wanted supplies and
511 were given supplies but turned away from showers due to time constraints in operating hours.
Of all the services we provided
Shower the People had over 75 unique volunteers onsite assisting in showers contribute 4,554 hours. There was an additional 800
hours offsite in supporting roles managing supplies and community outreach
Shower the People provided showers for over 3 hours, 4 days per week at up to 4 locations in San Luis Obispo and for a total of 208
days from July 1, 2025 - June 30, 2026.
In San Luis Obispo, we handed out thousands of combs, toothbrushes, toothpaste, hand sanitizer bottles, razors, feminine products
along with
4,942 T-shirts
4,575 boxers
5,160 pairs of socks.
We offer each guest written resource materials on where to immediately get food, water, shelter, clothing, Drug Treatment and other
community resources
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
In the City of San Luis Obispo there were 5,476 men and 1.776 women.
378 guests identified as Veterans.
In San Luis Obispo, we provided services to the following age groups:
0 guests - under the age of 18
121 guests - age 18-24
2,761 guests - age 25-49
2,769 guests - age 50-64
1,386 guests - over age 65
187 first time guests
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
Total Number of Guests - Year end Goal - 7,000 / Actual 7,072
Total Number of New Clients - Year end Goal - 300 / Actual - 187
Total Number of Individuals Turned Away - Year end Goal - less than 400 / Actual - 511
Total Number of Individuals Turned Away - Year end Goal - 1,000 / Actual 1,042
Page 91 of 116
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
All San Luis Obispo Grant funds were spent on buying supplies for guests in the city limits to be able to receive a shower and be
connected with community resources. The expenses are itemized on the attached files,
Please upload any additional documentation here
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
We look forward to continuing to provide showers for the homeless in San Luis Obispo in 2026 and 2027! In May of this year we passed
the 30,000 shower mark in the city limits since we started in 2019
We have reached out to BMW to see if turnout for their Thursday night dinner has increased and guests want a shower, but their
numbers have declined to where it is not possible this year to shower there.
Shower the People has purchased a brand new 3 stall shower trailer for use in San Luis Obispo. It was delivered January 20th. Our old
shower trailer had provided over 36,000 showers.
Our Vivaslo.org website is the premier resource for homeless in San Luis Obispo to fully navigate their way back into the community.
There are so many resources available but nowhere to go to find them in a single location.
We have included 2 files showing the historical data sheets for the San Luis Obispo sites.
Thank you for letting us continue to serve the San Luis Obispo Community, feel free to drop by our sites anytime to ask questions or
volunteer.
Page 92 of 116
Expenditures San Luis
Obispo
3000 Tshirts 9371
3010 Boxers / Underwear 9589
3020 Socks 578
3030 Toothbrush/Toothpaste/Comb/Razor/Feminine 611
3040 Propane 747
3050 Cleaning Supplies / Gloves 4957
3060 Soap/Shampoo/Toilet Paper 695
3070 Van/Trailer Maintenance and Repairs 4751
3080 Gasoline 2385
3110 Van / Trailer Insurance 4233
3130 Volunteer Recognition / Training 115
3140 Volunteer Tshirts 881
3150 General Liability Insurance 6240
3160 Communications / Internet / Software 2886
3170 Office/General Administrative Expenditures 1336
Total Operating Expenditures 49375
Total guests served in San Luis Obispo - 7,072
Capital Reserves needed for Van and Trailer - $2 per guest
Total required Capital Reserve funding 14,144
Total Cost of Services 63,519
Total cost per guest served $63,519 / 7,072 Guests $8.98
SHOWER THE PEOPLE
San Luis Obispo Operations
July 2025 - June 2026
Page 93 of 116
< 18 18-
24
25-
49
50-
64 65+ S M L XL 2 XL 3 XL L XL
JULY 133 4 4 109 24 0 3 79 42 9 118 2 24 17 36 17 8 66 41 98 7 28
AUGUST 160 5 6 135 25 0 3 97 46 14 118 5 19 36 25 11 7 54 55 123 15 22
SEPTEMBER 131 2 5 108 23 0 5 70 44 12 93 1 22 18 39 8 2 52 39 107 6 18
OCTOBER 139 3 2 105 34 0 3 75 50 11 95 5 23 18 33 10 2 42 50 98 10 31
NOVEMBER 161 5 8 134 27 0 3 83 60 15 133 3 25 16 41 9 15 45 67 120 12 29
DECEMBER 136 5 4 106 30 0 3 61 57 15 102 6 18 18 34 10 7 37 51 96 7 33
JANUARY 109 8 4 89 20 0 1 66 35 7 89 2 24 19 27 10 0 41 40 79 6 24
FEBRUARY 110 4 2 80 30 2 1 58 32 17 65 3 22 20 28 12 3 39 36 92 5 13
MARCH 162 5 7 125 37 4 6 64 52 36 110 9 23 21 30 17 4 65 35 131 6 25
APRIL 121 4 6 100 21 1 2 48 45 25 78 4 11 4 34 18 3 44 25 88 7 26
MAY 188 3 11 147 41 0 2 75 75 36 151 10 19 37 50 29 4 65 81 131 29 28
JUNE 141 5 10 109 32 0 3 71 48 19 96 5 10 12 44 29 1 41 50 107 17 17
2025 TOTALS 1691 53 69 1347 344 7 35 847 586 216 1248 55 240 236 421 180 56 591 570 1270 127 294
< 18 18-
24
25-
49
50-
64 65+ S M L XL 2 XL 3 XL L XL
JULY 353 11 26 271 82 0 1 136 142 74 292 11 27 63 52 41 7 134 117 289 19 45
AUGUST 265 12 15 209 56 0 2 96 121 46 196 7 25 48 41 18 2 91 89 211 16 38
SEPTEMBER 304 4 18 235 69 0 4 105 139 56 197 13 38 31 64 21 3 97 122 238 29 37
OCTOBER 315 6 20 236 79 0 4 108 135 68 228 18 44 43 55 25 7 90 137 247 22 46
NOVEMBER 274 8 13 191 83 1 1 85 132 55 232 8 36 47 53 22 5 87 115 198 32 44
DECEMBER 312 12 15 211 101 3 0 84 147 78 217 22 35 27 51 37 9 90 107 247 28 37
JANUARY 306 9 15 218 88 1 0 101 114 90 220 11 40 36 62 29 11 106 111 246 24 36
FEBRUARY 290 4 11 215 75 4 3 78 104 101 206 11 30 44 43 24 8 87 123 211 35 44
MARCH 375 7 22 454 101 9 9 113 134 110 251 20 50 65 52 43 13 116 135 269 39 67
APRIL 352 18 27 257 95 8 9 119 143 73 274 11 40 51 57 69 11 103 130 251 39 62
MAY 310 7 25 236 74 0 3 120 114 73 235 14 17 44 44 73 14 83 151 245 21 44
JUNE 341 7 24 259 82 1 2 143 107 88 250 15 18 30 74 79 16 91 158 260 23 58
2025 TOTALS 3797 105 231 2992 985 27 38 1288 1532 912 2798 161 400 529 648 481 106 1175 1495 2912 327 558
< 18 18-
24
25-
49
50-
64 65+ S M L XL 2 XL 3 XL L XL
JULY 100 0 3 73 27 0 4 46 31 19 83 5 3 15 31 8 7 20 47 92 2 6
AUGUST 132 0 5 91 41 0 1 67 47 17 78 5 13 23 21 8 7 40 53 122 1 9
SEPTEMBER 110 1 7 84 26 0 0 37 59 14 61 7 15 13 23 6 4 31 56 93 6 11
OCTOBER 127 2 3 93 34 0 4 45 52 26 78 6 4 20 26 9 5 34 60 102 12 13
NOVEMBER 96 0 2 68 28 0 4 37 39 16 69 11 12 22 9 5 10 26 60 83 4 9
DECEMBER 95 1 7 66 29 0 2 30 48 15 80 4 6 18 25 15 2 32 39 88 2 5
JANUARY 113 1 8 81 32 0 5 34 49 25 78 10 18 25 17 10 0 38 38 103 2 8
FEBRUARY 114 6 2 75 39 0 4 33 55 22 93 7 10 20 14 11 0 36 44 100 7 7
MARCH 97 0 4 71 26 0 5 24 42 26 55 6 13 26 16 8 0 34 33 82 8 7
APRIL 100 2 7 72 28 0 2 37 47 14 71 7 5 35 14 10 0 35 32 87 5 8
MAY 152 6 13 103 49 1 5 56 61 29 108 7 7 27 36 23 5 40 52 132 4 16
JUNE 134 2 7 96 38 0 6 48 57 23 88 7 3 21 34 20 5 31 38 112 2 20
2025 TOTAL 1370 21 68 973 397 1 42 494 587 246 942 82 109 265 266 133 45 397 552 1196 55 119
< 18 18-
24
25-
49
50-
64 65+ S M L XL 2 XL 3 XL L XL
APRIL 7 1 0 5 2 0 1 5 0 1 8 0 0 3 3 0 1 3 0 4 0 3
MAY 55 4 1 46 9 0 0 40 11 4 49 0 7 24 7 5 0 33 16 39 0 16
JUNE 52 0 2 41 11 0 1 28 21 2 39 0 5 21 6 6 1 21 22 32 0 20
JULY 56 3 5 41 15 0 4 34 13 5 40 2 14 10 10 4 1 16 16 33 1 22
AUGUST 33 0 0 23 10 0 0 20 13 0 24 1 3 8 5 2 6 11 15 27 1 5
SEPTEMBER 11 0 2 8 3 0 0 5 6 0 12 0 1 3 3 0 0 3 6 6 0 5
2025 TOTALS 214 8 10 164 50 0 6 132 64 12 172 3 30 69 34 17 9 87 75 141 2 71
< 18 18-
24
25-
49
50-
64 65+ S M L XL 2 XL 3 XL L XL
2025 TOTAL 7072 187 378 5476 1776 35 121 2761 2769 1386 5160 301 779 1099 1369 811 216 2250 2692 5519 511 1042
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SLO BMW DEALERSHIP
SLO UNITED CHURCH OF CHRIST
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SLO UNITARIAN UNIVERSALISTS
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SAN LUIS OBISPO
JULY2025 - JUNE 2026 DATA
SLO LIBRARY
MONTH TOTAL
GUESTS
TOTAL
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Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
General SLO CASA Program Support
Name of Organization *
CASA of San Luis Obispo County
Address of Organization *
75 Higuera St, Ste 180, San Luis Obispo, CA 93401
Name of Main Contact Person *
Katrina Cathcart
Telephone Number *
805-592-1245
E-mail Address *
kcathcart@slocasa.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 100 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
Funding from this grant was allocated to cover roughly 10% of the cost of annual rent for our office complex in the city of SLO. This
funding is critical to sustaining our services, which includes preventing homelessness for foster youth exiting the system. The office is
a vital hub for staff and volunteers to convene, train volunteers, host support groups for volunteers, and workshops for youth. SLO
Dependency Court hearings are held via Zoom, so CASA volunteers use our confidential office space and high-speed internet to
attend court cases. Our offices provide comfortable and confidential space for CASA volunteers to meet with their assigned youth to
discuss important issues.
During this reporting period, CASA staff conducted the following in-person activities at our offices in SLO:
- Held two pre-service training cohorts for new volunteers (40 hours per training). As a result, 21 new community members were
recruited, trained, and sworn-in as volunteer advocates by the Court.
- Held three “team gatherings” for current volunteers to engage and collaborate, allowing for trouble shooting case challenges,
sharing successful strategies for youth engagement, and offering critical peer support for volunteers.
- Hosted four activities for our Mentor Program volunteers who are assigned to teens ages 14-21 to attend with their assigned youth.
These included: a resume-building workshop, a yoga class, a vision board event, a game night, and a financial literacy workshop.
Mentor Group activities are a way for our advocates and their assigned youth to bond and to learn new skills while enjoying healthy
and therapeutic events.
- Held six in-service/continuing education presentations for volunteer advocates. These trainings included: Powerful Words:
Language to Build Children’s Self-Esteem; Understanding Cutting and Self-Harm; Understanding Loneliness and Making Social
Connections; Fetal Alcohol Spectrum Disorder; Resistance and Radical Healing ; and Supporting BIPOC youth healing from traumatic
stress.
One significant example of our community impact during this reporting period is that again this year, 100% of the foster youth we
served graduated high school and enrolled in college or trade school! Statistically, foster youth struggle in this area with fewer than
40% graduating high school on average. We are very proud of this important accomplishment to put foster youth on a path to
success, decrease the likelihood of homelessness, and promote positive futures.
During this reporting period, CASA achieved the following:
- Served 166 children assigned to 160 volunteers, providing ongoing case management and staff supervision of all volunteers.
- Recruitment, screening and training of 21 new CASA volunteers.
- Provided a CASA volunteer for an average of 80% of eligible children in foster care.
- Continued to increase the diversity of CASA volunteers through targeted outreach and recruitment. During this period:
Bilingual banner for volunteer recruitment was hung in the city of SLO in February-March and in April
Percentage of male volunteers increased to 23%
Percentage of Latinx volunteers increased to 14%.
We continue to meet social service needs of foster youth through collaboration and successfully updated our MOUs with community
partners to promote role clarity and avoid duplication. These include contracts with the following:
Christopher G. Money Victim Witness Assistance Center
Lumina Alliance (DV and Rape Crisis Programs)
County Office of Education
Child Welfare Services
Barriers/Challenges :
Recent challenges include cases entering into foster care with more serious issues, trauma, abuse, and neglect, and as a result, many
cases are staying open longer. Legislation like Family First requires Child Welfare Services to do everything possible to keep children
with their families of origin and not remove them. This works in some cases, and in others, it seems to delay needed interventions
and court involvement. This makes CASA services even more crucial to advocate for the best interests of children as they are coming
into care with higher unaddressed needs. Child Welfare Services also has a shortage of Resource Family homes in our county (the
new term for foster home is resource family home, and they go through the Resource Family Approval process). Child Welfare
Services is recruiting more homes, but there are cases when children have moved frequently (additional trauma with each move)
because the homes are not able to handle challenging behaviors or because shelter homes take vacations and the children have to
stay in respite care at a stranger’s home. The department also tries to make a placement work even if it might not be the best fit for
the child, because they have nowhere else to move the child. Some siblings are separated because most homes can only take 1-2,
and we do have siblings groups of 3+.
In San Luis Obispo, many children and youth in foster care are delayed in receiving services due to increasing waitlists for therapists,
Occupational Therapists, screenings, and other services. Anecdotally, the increased wait times reflect staffing shortages, funding cuts,
and a high turnover rate at Child Welfare Services, and SLO County Behavioral Health departments. As a result, children do not see
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consistent providers and are asked to re-tell their story multiple times, which re-traumatizes the victim. Further, early intervention
services are not currently prioritized by Child Welfare Services, so children are missing out on needed support and facing more
severe issues when they are treated later in childhood.
A couple of barriers we’re encountering with volunteer recruitment include hesitation in the financial commitment (unreimbursed
mileage/drive time and cost of outings with children/youth) due to the uncertain economic environment.
We have noticed a gap in the number of people who submit an inquiry to learn more and the number of people who follow through
and attend a scheduled information service. To address this and ensure we are immediately engaging with potential trainees, we are
now offering a recorded information session that still meets NA CASA requirements but allows prospective trainees to watch at their
convenience and then fill out the application instead of waiting for one of the scheduled days/times for the live version. We still offer
the live version for those who want that as well as personal follow up and answering questions, but the convenience of the recorded
version appears to be popular so far.
Finally, an increase of indigenous Mixteco-speaking families in our community are in need of services that reflect their language and
culture.
Partnerships and Collaboration:
SLO CASA is a highly collaborative program. We work closely with all the stakeholders in a foster youth’s life to provide
comprehensive support to the child. CASA receives both public and private funding, and we advocate for and coordinate care for
each child through partnerships with public and private agencies. For example, our staff and volunteers regularly meet and
collaborate with social workers and department heads at the Department of Social Services, several foster care agencies such as
Family Care Network and SENECA, community agencies such as the Center for Strengthening Families, the Community Action
Partnership of San Luis Obispo (CAPSLO), Martha’s Place for Children, Drug and Alcohol Services, County Behavioral Health, public or
private medical/dental/mental health providers in the community, the County Probation office, the County Office of Education, and
administrators and special education professionals at the 11 school districts in the county. We currently have signed MOUs with each
of these partners delineating roles and responsibilities for each agency. If a child is struggling academically, the CASA volunteer will
facilitate a meeting with their teachers to create a plan for supportive services. If they are in need of medical care or therapy, the
CASA volunteer facilitates referrals to appropriate partners.
CASA collaborates with every SLO County agency serving foster children, helping foster children get the best possible outcomes.
Partial list (excluding agencies mentioned above): Center for Family Strengthening: Advises our mandated reporters; Child Welfare
Services: Social workers coordinate with CASA to assure child’s best outcomes; Center for Family Strengthening: Provides mandated
reporter training to our Advocates; All 11 County School Districts: Advocates attend IEPs, meet with teachers, staff, and therapists;
DA, County Counsel, Public Defender: Trains our Advocates; Family Care Network: Works with CASA volunteers to serve children and
facilitate permanency; Family Treatment Court: Benefits from CASA’s informative factual reports; LUMINA: Trains CASA volunteers
serving sexually abused children; Office of Emergency Services: Provides health care dollars to abused/ neglected children; Regional
Center: Collaborates with volunteers on services for children; SLO Office of Education: New MOU with CASA speeds volunteer’s
access to children’s education rights; SLO Probation Department: CASA provides educational advocacy for wards; Special Education
Local Plan Area: Trains CASA volunteers with surrogate rights; State of CA, Dept. of Social Services, Off. of Child Abuse Prevention:
Mandated reporter training; Superior Court: Judge relies on CASA volunteer ’s report; Victim Witness Assistance Services: Approves
CASA submission of foster child benefits.
Another important example of community impact is helping older foster youth secure stable housing when the transition out of
foster care This population is extremely vulnerable to homelessness and human trafficking when they age out of the foster care
system, and a vital role of CASA volunteers is to ensure they have a safe home when they transition to adulthood.
Before entering foster care, Maverick experienced chronic homelessness and instability. After turning 18, he left the foster care
system and found himself homeless again. When he later re-entered care as a Non-Minor Dependent, he was matched with a CASA
volunteer who became a steady source of support during one of the most difficult periods of his life.
While helping him meet his immediate needs for safety, food, and basic necessities, Maverick 's CASA also focused on the long-term
goal of securing stable housing. She guided him through every step required to qualify for transitional housing—preparing him for
court, helping him understand his case plan, ensuring he met program requirements, and encouraging him every step of the way.
Once Maverick was accepted into transitional housing, his CASA continued to advocate for his success by helping him find
employment, enroll in school, develop independent living skills, and navigate the responsibilities of maintaining stable housing. Most
importantly, she provided consistent encouragement and belief in his potential that Maverick says meant more to him than anything
else. Her advocacy helped transform a future of homelessness into one of stability, opportunity, and hope.
Describe any changes that occurred during the reporting period.*
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We continue to incorporate feedback to improve our volunteer training modified schedule that fits better with some prospective
volunteers’ schedules and so our January and April 2026 classes included 2 half-days on a weekend, and 2 evenings.
We’re currently in the process of developing a new pre service training curriculum in collaboration with the California CASA
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
166
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
41
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
Pre-service training surveys- 100% satisfied with the training overall and feel prepared to take a case by the end of the training. A few
suggestions including longer breaks and more real-life stories or scenarios from current advocates which we then add in the next
class.
Case Closure surveys- 100% satisfied with CASA supervisor, training, and support provided to volunteers. Complaints involve issues
related to child welfare system or laws that the CASA program does not control or oversee.
Current Volunteer Advocate annual survey- 95% completely satisfied with CASA program, supervisor, training, support and would
recommend the volunteer program to others. Issues noted from this survey include, “the volunteer role took more time and personal
funds than anticipated”, both weekly and the length of the case, difficult communication with a few social workers, unhappy with the
12-hour annual Continuing Education requirement, and requests to have CASA reimburse for mileage.
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
The demographics for the youth served during the entire Fiscal Year 2025-2026 is as follows:
107 were female and 94 were male.
Race/Ethnicity:
1 Asian
2 Black or African American
38 Declined to state or unknown
15 Hispanic or Latino
38 two or more races
97 White
1 American Indian or Alaskan Native
5 Other
Ages
46 were ages 0-5
74 were ages 6-13
53 were ages 14-17
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28 were ages 18-21
Demographics reported by the volunteers surveyed:
135 were female
39 were male
12 were English/Spanish bilingual
Race/Ethnicity
2 Asian
2 Black or African American
12 Declined to state or unknown
12 Hispanic or Latino
5 two or more races
137 White
2 American Indian or Alaskan Native
1 Other
Age range
21-29: 12
30-39: 23
40-49: 28
50-59: 29
60+: 82
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
Recruitment, screening and training:
- 21 new CASA volunteers
- 20 trainings, support groups, workshops (including pre-service trainings and continuing education, Men’s Group, Mentor groups)
held at CASA office
Recruitment, screening and training:
- Provided a CASA volunteer for 80% of eligible kids in foster care
Increase diversity of CASA volunteers through targeted outreach and recruitment:
-% of both male and Latinx volunteers increased. 23% were male, and 14% were Latinx.
- Bilingual banner was hung in city of SLO twice in the reporting period
-Bilingual brochures distributed countywide
-Staff and volunteers participated/tabled at cultural events and churches with high Latinx participation
Meet social service needs of foster youth through collaboration w community partners:
Updated MOUs with community partners to promote role clarity and avoid duplication
- Christopher G. Money Victim Witness Assistance Center
- Lumina Alliance (DV and Rape Crisis Programs)
- County Office of Education
- Child Welfare Services
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
We allocated 100% of the funding from this grant toward the cost of annual rent for our office complex in the city of SLO. CASA pays
$3,318 per month for rent (which includes an in-kind donation/discount). These grant funds cover $1,111 per month (a portion of
our monthly rent).
Please upload any additional documentation here Page 104 of 116
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
As noted above, we are proud of the successful updates/modification of our pre-service training schedule. We learned from that
schedule and have made additional modifications to make the training more accessible to a diverse group of prospective volunteers.
Our Men’s Group, led by our male and Latinx Advocate Supervisor (staff), is an important part of our efforts to recruit and sustain male
volunteers to best serve male youth. This staff member continues local outreach and recruitment and has been able to use his bilingual
skills for this targeted outreach at local churches, swap meets, and community men’s group meetings, etc.
We also held our first-ever team gathering open to all current CASAs, regardless of the age of the child they’re assigned to. There were
40 volunteers in attendance at the gathering held at the CASA office, and it was very well received and enjoyed. We plan to host one of
these types of gatherings at least twice a year.
We have added several specialized in-service trainings focused on areas we notice volunteers struggle with so they can receive
additional guidance and learn more about local resources available to child victims. These additional trainings include:
Foster Youth Education services, Martha's Place Fetal Alcohol Spectrum Disorder, as well as several through California CASA: “From
Planning to Paying: Post secondary Pathways for Systems-Involved Youth”, “Eating Disorders 101: Promoting Positive Food and Body
Relationships in Kids and Teens”, “Improving Communication with teens”, and “Talk Saves Lives: An introduction to Suicide Prevention”.
SLO CASA continued our commitment to ensuring that children and families who are underserved and most in need have equitable
access to our services. CASA volunteers are trained to recognize and address barriers related to poverty, language, transportation,
trauma history, and limited system knowledge. We prioritized assigning advocates to children with the highest levels of need, including
infants and toddlers, youth with disabilities, teens aging out of care, and dual-status youth.
To reduce access barriers, CASA volunteers meet families where they are, provide transportation support when appropriate, coordinate
with service providers, and help caregivers navigate complex systems such as child welfare, early intervention, behavioral health, and
education.
All staff and volunteers continued to receive DEI training in cultural humility, implicit bias, and trauma-informed practice, ensuring that
services are responsive, respectful, and tailored to each child’s circumstances. These strategies help us reach families who might
otherwise be overlooked and ensure that every child served by SLO CASA receives the advocacy and support needed to thrive.
Recruitment and training efforts prioritized increasing the diversity of CASA volunteers so that the program more closely reflects the
communities served. Recruitment brochures and street banners were printed in both English and Spanish. Partnerships with
community organizations, early childhood providers, and service agencies strengthened referral pathways and ensured families with the
highest needs are identified and supported. Data monitoring helps track enrollment and service patterns to identify inequities and
adjust strategies accordingly.
Additional support and resources that could strengthen our impact, help us recruit and retain more volunteers, and therefore serve
more youth in the city of SLO would be increased funds for our volunteers to use for enrichment activities with their youth. We’ve also
received feedback that the expense of gas driving to and from their meetings with youth is a burden, so funds toward gas cards would
be beneficial. Our staff would benefit from more training funds so they can attend statewide training opportunities to bring back more
knowledge and strategies that can be used locally.
Finally, as reported above, we are extremely proud of the impact we have on the lives of youth aging out of foster care who are
statistically vulnerable to homelessness, human trafficking, and substance abuse. SLO CASA has had tremendous success in promoting
stable and healthy transitions for these youth, including 100% graduating high school and 100% registering for college or trade school at
the end of June 2026, setting them up for safe and healthy futures, secure housing, and prospects for economic independence. This
milestone is achieved by volunteers working with teens to assist them with accessing tutors, applying for financial aid, visiting college
campuses, applying for college, writing resumes, and more.
Page 105 of 116
Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
Senior Homeless Prevention
Name of Organization *
San Luis Obispo Legal Assistance Foundation
Address of Organization *
3232 South Higuera Street, Suite 101D
Name of Main Contact Person *
Stephanie Barclay
Telephone Number *
8057486106
E-mail Address *
stephanie@slolaf.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
Page 106 of 116
- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
This Senior Homeless Prevention project provided 1,087 hours of free legal assistance for vulnerable SLO City residents on housing
matters.
SLOLAF provided free legal assistance to 176 different SLO City residents on matters including housing problems, elder abuse and
planning for incapacity. Of those, 76 were seniors.
SLOLAF enjoyed partnerships with CAPSLO, 5CHC and Good Samaritan in a collaborative effort to keep vulnerable residents housed.
SLOLAF also participated in the SLO County Immigrant Support Coalition and received a number of referrals from community-based
organizations through that partnership.
SLOLAF also participated in resource fairs at Cuesta College in August and October and a Cal Poly Housing and Resource Fair in
December. SLOLAF presented to Cal Poly students on "understanding your lease" and attended a Veteran's Support Expo as well.
Describe any changes that occurred during the reporting period.*
Staff turnover was the most significant change and is difficult to deal with but also very expected in the non-profit sector.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
1,641
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
172
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
Optional surveys were provided to all clients and feedback was overwhelmingly positive.
Demographic data collected *
Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
Race
Caucasian: 134 (78%)
Declined to State: 14 (8%)
Two or More Races: 10 (6%)
African American: 7 (4%)
Other Asian: 2, Chinese: 2, Hawaiian: 1, Asian Indian: 1
Ethnicity — Hispanic/Latino
Yes: 45 (26%)
Gender
Page 107 of 116
Female: 114 (67%)
Male: 52 (30%)
Genderqueer/Non-binary: 3 (2%)
Declined to State: 2 (1%)
Age (150 reported; mean 56)
18–24: 16
25–39: 17
40–54: 37
55–64: 21
65+: 59
0–17: 0
Other underrepresented/vulnerable-group indicators
Veterans: 14
Lives alone: 34 Yes / 1 in long-term care
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
We have tried searching the grant portal and don't seem to have access to our grant application (other than the Word document
narrative we saved that does not show sections or numbers), which makes answering this question challenging. If you need more
data than we have provided in this report, please let me know.
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
The City of San Luis Obispo's $10,000 grant was received by SLOLAF on September 5, 2025. SLOLAF's Finance Department tracks
revenue and expenses separately for each program, including the Senior Legal Services Project.
The City 's grant supported the Senior Legal Services Project during the July 1, 2025 through June 30, 2026 grant period. Grant funds
were used to provide partial support for personnel costs associated with delivering legal services to seniors in our community,
including wages, payroll taxes, and benefits for our bilingual Supervising Legal Assistant.
During the grant period, the full $10,000 City of San Luis Obispo grant was allocated to the Senior Legal Services Project as follows:
•July 1 through December 31, 2025: $5,369.73
•January 1 through June 30, 2026: $4,630.27
•Total City of San Luis Obispo grant funds: $10,000.00
The Senior Legal Services Project incurred substantially more in personnel costs than the amount of the City 's grant. Personnel
expenses totaled $54,970.81 from July through December 2025 and $54,658.80 from January through June 2026, for total personnel
expenses of $109,629.61 during the grant period. The City 's $10,000 grant therefore provided partial support for the personnel costs
necessary to provide legal representation and assistance to seniors in our community, including services aimed at preventing
homelessness and preserving housing stability.
The City of San Luis Obispo grant also serves as required matching support for SLOLAF's Senior Legal Services Program funded by
the Area Agency on Aging (AAA) through Older Americans Act (OAA) federal funding. AAA funding is reflected separately on the
attached Profit & Loss statements.
The attached Profit & Loss statements for July-December 2025 and January-June 2026 provide the accounting detail for the complete
grant period.
Please upload any additional documentation here
Jan to June PL.pdf 21.62KB
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July to Dec PL.pdf 21.55KB
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
We did a lot of work this last year on providing resources to SLO County immigrants not only in the area of housing (the focus of this
grant) but also in child safety planning. Most of our clients have over-lapping legal needs so boxing them into one category is not
realistic. For example, at one of our Family Preparedness Planning workshops in the City of SLO last year we were able to help a family
whose mother had been deported, father was abusive and no longer involved with the children, and three school-aged children were
left in their SLO apartment with no parents. We helped the adult sister so that she could take her siblings to live with her and worked
with HASLO so she was not in violation of her lease. We helped her with the paperwork she needed to keep the children in school and to
continue getting them the medical care they needed.
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SLOLAF
Profit and Loss
January-June, 2026
Accrual Basis Wednesday, August 12, 2026 04:26 PM GMT-07:00 1/2
Jan 2026 Feb 2026 Mar 2026 Apr 2026 May 2026 Jun 2026 Total
Income
4000 Grant Income
4001 AAA Funding 9,800.00 9,800.00 9,800.00 9,800.00 9,800.00 9,800.00 58,800.00
4003 IOLTA
4003-25 IOLTA - 2025 2,578.66 0.00 778.09 3,356.75
Total for 4003 IOLTA 2,578.66 0.00 778.09 $3,356.75
4004 City of SLO 0.00 2.37 787.28 3,840.62 0.00 4,630.27
Total for 4000 Grant Income 9,800.00 9,802.37 10,587.28 16,219.28 9,800.00 10,578.09 $66,787.02
Total for Income 9,800.00 9,802.37 10,587.28 16,219.28 9,800.00 10,578.09 $66,787.02
Gross Profit 9,800.00 9,802.37 10,587.28 16,219.28 9,800.00 10,578.09 $66,787.02
Expenses
5200 Program Related Expenses
6025 Staff Training 8.44 8.32 16.76
6026 Outreach Expense 11.68 11.68
6034 Legal Library 134.56 134.56
Total for 5200 Program Related Expenses 8.44 154.56 $163.00
6000 Administrative Expenses
6044 Marketing/Website 524.55 661.60 32.00 118.96 174.04 1,511.15
6700 Board of Director Expenses 250.00 250.00
Total for 6000 Administrative Expenses 524.55 911.60 32.00 118.96 174.04 $1,761.15
6200 Common Expenses
6015 Computer Maint & Software 3.25 177.95 637.14 536.64 262.52 1,617.50
6041 Postage 12.29 12.29
6043 Rent/Janitorial 450.97 602.42 606.21 489.95 433.18 2,582.73
6045 Dues, Memberships & Subscrip.359.63 291.08 650.71
6046 Copier Rental/Fees 27.58 97.58 33.44 158.60
6120 Insurance 63.81 51.34 119.85 61.29 296.29
6410 Office Supplies/Expenses 3.41 67.67 71.08
6540 Telephone/DSL 7.71 78.48 82.26 98.51 54.35 321.31
Total for 6200 Common Expenses 525.74 1,313.10 606.21 719.40 1,701.28 844.78 $5,710.51
6600 Personnel Expenses
6610 Salaries & Wages 6,610.84 5,038.83 7,695.09 12,481.77 5,583.69 5,440.18 42,850.40
6615 Vacation Expense 528.95 343.75 492.29 636.98 284.95 320.63 2,607.55
6620 Payroll Taxes 751.32 413.69 722.62 1,006.87 527.90 596.41 4,018.81
6630 Health, Life & LTD Insurance 689.43 573.97 837.64 1,099.79 410.52 547.82 4,159.17
6635 Retirement Plan Exp 131.56 101.87 171.47 235.00 111.55 122.39 873.84
6640 Workers' Comp Insurance 22.70 18.49 29.96 39.47 19.75 18.66 149.03
Total for 6600 Personnel Expenses 8,734.80 6,490.60 9,949.07 15,499.88 6,938.36 7,046.09 $54,658.80
9010 Administrative Allocation 14.91 1,078.63 910.22 1,546.87 3,550.63
Total for Expenses 9,800.00 9,802.37 10,587.28 16,219.28 9,823.38 9,611.78 $65,844.09
Net Operating Income 0.00 0.00 0.00 0.00 -23.38 966.31 $942.93
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SLOLAF
Profit and Loss
January-June, 2026
Accrual Basis Wednesday, August 12, 2026 04:26 PM GMT-07:00 2/2
Jan 2026 Feb 2026 Mar 2026 Apr 2026 May 2026 Jun 2026 Total
Other Income
7010 Vol. Attorney Time - In Kind 1,800.00 225.00 2,850.00 3,600.00 2,100.00 900.00 11,475.00
Total for Other Income 1,800.00 225.00 2,850.00 3,600.00 2,100.00 900.00 $11,475.00
Other Expenses
8010 Vol Attorney Time 1,800.00 225.00 2,850.00 3,600.00 2,100.00 900.00 11,475.00
Total for Other Expenses 1,800.00 225.00 2,850.00 3,600.00 2,100.00 900.00 $11,475.00
Net Other Income 0.00 0.00 0.00 0.00 0.00 0.00 $0.00
Net Income 0.00 0.00 0.00 0.00 -23.38 966.31 $942.93
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SLOLAF
Profit and Loss
July-December, 2025
Accrual Basis Wednesday, August 12, 2026 04:26 PM GMT-07:00 1/2
Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Total
Income
4000 Grant Income
4001 AAA Funding 9,800.00 9,800.00 9,799.50 9,800.00 9,800.00 9,800.00 58,799.50
4003 IOLTA
4003-25 IOLTA - 2025 0.00 0.00
Total for 4003 IOLTA 0.00 $0.00
4004 City of SLO 39.89 1,612.63 1,399.60 336.38 42.24 1,938.99 5,369.73
Total for 4000 Grant Income 9,839.89 11,412.63 11,199.10 10,136.38 9,842.24 11,738.99 $64,169.23
4050 Program Related Income
4026 Program Income (SLSP Svc Contr)100.00 100.00
Total for 4050 Program Related Income 100.00 $100.00
Total for Income 9,839.89 11,412.63 11,299.10 10,136.38 9,842.24 11,738.99 $64,269.23
Gross Profit 9,839.89 11,412.63 11,299.10 10,136.38 9,842.24 11,738.99 $64,269.23
Expenses
5200 Program Related Expenses
6020 Staff Travel/Mileage 25.00 -11.00 14.00
6025 Staff Training 3.44 3.44
Total for 5200 Program Related Expenses 3.44 25.00 -11.00 $17.44
6000 Administrative Expenses
6035 Meetings 28.23 8.98 37.21
Total for 6000 Administrative Expenses 28.23 8.98 $37.21
6200 Common Expenses
6015 Computer Maint & Software 448.15 366.94 14.35 9.16 838.60
6041 Postage 6.08 6.08
6043 Rent/Janitorial 582.95 486.12 796.82 587.00 2,452.89
6045 Dues, Memberships & Subscrip.19.19 58.39 29.44 107.02
6046 Copier Rental/Fees 25.82 67.39 38.27 131.48
6120 Insurance 150.44 140.70 119.25 410.39
6410 Office Supplies/Expenses 27.96 17.67 15.03 5.13 4.95 6.24 76.98
6540 Telephone/DSL 78.47 98.07 91.18 7.38 5.00 6.43 286.53
8020 Depreciation Expense 33.07 51.48 45.49 56.42 186.46
Total for 6200 Common Expenses 1,366.05 1,292.84 1,149.83 68.93 596.95 21.83 $4,496.43
6600 Personnel Expenses
6610 Salaries & Wages 5,520.46 6,685.61 6,618.58 7,957.14 7,261.04 8,988.15 43,030.98
6615 Vacation Expense 345.14 432.63 383.35 492.65 425.03 596.22 2,675.02
6620 Payroll Taxes 424.38 484.26 552.18 585.31 550.74 959.40 3,556.27
6630 Health, Life & LTD Insurance 585.63 811.91 675.40 866.63 835.29 965.80 4,740.66
6635 Retirement Plan Exp 105.97 126.60 127.50 153.02 141.01 178.03 832.13
6640 Workers' Comp Insurance 16.04 20.71 22.54 23.70 23.20 29.56 135.75
Total for 6600 Personnel Expenses 6,997.62 8,561.72 8,379.55 10,078.45 9,236.31 11,717.16 $54,970.81
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SLOLAF
Profit and Loss
July-December, 2025
Accrual Basis Wednesday, August 12, 2026 04:26 PM GMT-07:00 2/2
Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Total
9010 Administrative Allocation 1,529.81 1,765.57 1,371.50 0.00 0.00 4,666.88
Total for Expenses 9,893.48 11,623.57 10,954.11 10,136.38 9,842.24 11,738.99 $64,188.77
Net Operating Income -53.59 -210.94 344.99 -0.00 0.00 0.00 $80.46
Other Income
7010 Vol. Attorney Time - In Kind 1,875.00 2,550.00 1,500.00 1,950.00 1,575.00 1,350.00 10,800.00
Total for Other Income 1,875.00 2,550.00 1,500.00 1,950.00 1,575.00 1,350.00 $10,800.00
Other Expenses
8010 Vol Attorney Time 1,875.00 2,550.00 1,500.00 1,950.00 1,575.00 1,350.00 10,800.00
Total for Other Expenses 1,875.00 2,550.00 1,500.00 1,950.00 1,575.00 1,350.00 $10,800.00
Net Other Income 0.00 0.00 0.00 0.00 0.00 0.00 $0.00
Net Income -53.59 -210.94 344.99 -0.00 0.00 0.00 $80.46
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Office of Diversity, Equity, and Inclusion Grant
Reporting
Questions can be addressed to DEI Manager, Matt Pennon at mpennon@slocity.org.
Grantee Information
Grant Name *
Human Services Grant
DEI High Impact Grant
Grant Year *
2025-2026
Type of Report *
Midyear Report
End-year Report
Project Name *
UWSLO 211 Homeless Coordinated Entry funding
Name of Organization *
United Way of San Luis Obispo County
Address of Organization *
1288 Morro Street, Suite 10, San Luis Obispo, CA 92401
Name of Main Contact Person *
Liz Summer
Telephone Number *
805-440-4016
E-mail Address *
lsummer@unitedwayslo.org
Administrator ’s Report
Provide a brief overview of your activities during this reporting period. Include:
- A summary of services, programs, or activities as described within your contract.
- Any updates or changes to operations or service delivery.
- Barriers or challenges faced and how they were addressed.
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- Any partnerships, collaborations, or community engagement efforts that enhanced inclusion or belonging.
- Success stories, testimonials, or examples that illustrate community impact.
Describe any activities, services, or programs provided.*
United Way is requesting approval to apply the $5,000 in City funding toward staff and vendor costs from the Enhanced Care
Management outreach and referral pilot operated through 2-1-1 during FY 2025–26.
The original plan was to use the funding alongside Coordinated Entry funding to expand 2-1-1’s role in screening and connecting
callers to CES. That did not move forward during the grant year. The related CES funding and contracting were delayed (both with
HUD and subsequently with SLO County), and the City’s $5,000 was not enough on its own to build and operate that referral process.
During the same period, United Way piloted an ECM outreach and referral process through 2-1-1. The pilot resulted in 70 calls being
referred to ECM providers over 4 weeks. This required United Way staff time and vendor support to identify potentially eligible callers
and connect them to providers.
The pilot is currently paused while we work through how it can be sustained. It did, however, identify a real gap in the local system.
ECM is funded and delivered differently than CES and traditional homeless services, but it is becoming a major part of how providers
support care coordination, housing, and ongoing services for people who are homeless or at risk of homelessness.
We believe using the City funding for the staff and vendor time already spent on this pilot still meets the spirit of the original award.
The referral pathway was different, but the purpose was the same: helping people navigate a complex system and connect to local
homeless service providers.
Please let us know whether the City can approve applying the $5,000 toward these FY 2025–26 costs.
Describe any changes that occurred during the reporting period.*
The original plan was to use the funding alongside Coordinated Entry funding to expand 2-1-1’s role in screening and connecting
callers to CES. That did not move forward during the grant year. The related CES funding and contracting were delayed (both with
HUD and subsequently with SLO County), and the City’s $5,000 was not enough on its own to build and operate that referral process.
During the same period, United Way piloted an ECM outreach and referral process through 2-1-1. The pilot resulted in 70 calls being
referred to ECM providers over 4 weeks. This required United Way staff time and vendor support to identify potentially eligible callers
and connect them to providers.
The pilot is currently paused while we work through how it can be sustained. It did, however, identify a real gap in the local system.
ECM is funded and delivered differently than CES and traditional homeless services, but it is becoming a major part of how providers
support care coordination, housing, and ongoing services for people who are homeless or at risk of homelessness.
We believe using the City funding for the staff and vendor time already spent on this pilot still meets the spirit of the original award.
The referral pathway was different, but the purpose was the same: helping people navigate a complex system and connect to local
homeless service providers.
Attach additional pages if needed
Statistical & Performance Report
Metrics / Performance Outcomes - Include data and a brief narrative summarizing metrics/performance outcomes for the sections listed.
Number of individuals served *
Served refers to individuals who receive, directly from the grantee, any services, information (whether oral, written, virtual, or in-person), materials, trainings, or
referrals related to the program or project.
70
Number of City residents served
Served refers to the number of individuals served, as defined above, who reside within the City of San Luis Obispo. The grantee shall make reasonable efforts to
collect and report residency information as part of their participant data.
Perception of services provided (survey results, % satisfied, key feedback, etc.)*
The grantee shall collect data from surveyed individuals to assess perceptions of the services and activities provided under this agreement. Results should include
both quantitative data (such as the percentage and total number of individuals served and satisfied) and qualitative feedback highlighting key themes or areas for
improvement. The grantee shall make reasonable efforts to collect and report this information as part of their reporting requirements.
n/a
Demographic data collected *
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Data from surveyed individuals shall be collected to measure the impact of services and activities provided under this agreement. This data should include
demographic information such as race, ethnicity, gender identity, and other characteristics that help identify participation by historically marginalized or
underrepresented groups.The grantee shall make reasonable efforts to collect and report information as part of their reporting requirements.
All C ll d f ll i hi SLO C N f ll k
Metrics of Success *
Include a report on any key metrics or performance outcomes that demonstrate the implementation and success of the project, consistent with those identified under
Part 3, Question 13 in the original application. Each metric should include measurable data or qualitative outcomes that reflect project progress, effectiveness, and
community impact. Grantees are encouraged to include both quantitative results (e.g., number of participants, activities completed) and qualitative insights (e.g.,
feedback, lessons learned, stories of impact). If grantee had to amend their metrics based on the amount of funding received please note this here.
n/a
Financial Report
Provide a clear accounting of how the City’s grant funds were used or are planned to be used.*
United Way is requesting approval to apply the $5,000 in City funding toward staff and vendor costs from the Enhanced Care
Management outreach and referral pilot operated through 2-1-1 during FY 2025–26.
Thank you for considering this.
Please upload any additional documentation here
Reflection & Impact
Please take a moment to reflect on your work and share insights
What outcomes or successes are you most proud of? What lessons or insights have you gained during this grant period?
How did your work contribute to inclusion, belonging, or equity in the San Luis Obispo community? What additional
support or resources could help strengthen your impact? (Attach additional pages if needed.)
*
2026 was a year of pivoting for many nonprofits, including UWSLO. UWSLO had been working with CAPSLO and local homeless shelters
to serve as a coordinated entry support partner in addressing homelessness; however, the additional federal funding needed beyond
the City’s $5,000 allocation did not materialize. While UWSLO was prepared to return those funds to the City, federal changes related to
HR 1 and Medi-Cal created a new and urgent need. UWSLO quickly identified an opportunity to adapt 211 and VolunteerSLO.org to
better support 211 callers with Medi-Cal who may qualify for Enhanced Care Management, as well as Medi-Cal clients who may need
volunteer opportunities to meet benefit requirements beginning in January 2027. In response, UWSLO redirected its efforts in a short
period of time to align its services with emerging community needs driven by federal policy changes.
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