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CC 2022-03-08 Agenda PackageCITY COUNCIL MEETING AGENDA SUMMARY Tuesday, March 8, 2022, 6:00 p.m. In person at: Arroyo Grande City Council Chambers 215 E. Branch Street, Arroyo Grande, CA 93420 AND via Zoom at: Please click the link below to join the Zoom Meeting: https://us02web.zoom.us/j/83255848846 Webinar ID: 832 5584 8846 Or by Telephone: 1-669-900-6833; 1-346-248-7799 In compliance with Assembly Bill (AB) 361, which allows for a deviation of teleconference rules required by the Ralph M. Brown Act, this City Council meeting is being conducted in a hybrid in-person/virtual format. Members of the public may participate and provide public comment on agenda items during the meeting in person at the location identified above, by joining the Zoom meeting, or by submitting written public comments to the Clerk of the Council at publiccomment@arroyogrande.org. Meetings will be broadcast live on Channel 20 and streamed on the City’s website and www.slo-span.org. 1.CALL TO ORDER 2.ROLL CALL 3.MOMENT OF REFLECTION 4.FLAG SALUTE I.O.O.F. Lodge 258 5.AGENDA REVIEW 5.a.Closed Session Announcements None. 5.b.Ordinances read in title only Move that all ordinances presented at the meeting shall be read by title only and all further readings be waived. 6.SPECIAL PRESENTATIONS 6.a.Update Regarding Countywide COVID-19 Efforts (McDONALD) Recommended Action: Receive update, accept public comments, discuss, and provide direction as necessary. 6.b.City Manager Communications (McDONALD) Recommended Action: Receive correspondence/comments as presented by the City Manager and Provide direction, as necessary. 6.c.Honorary Proclamation Recognizing March 2022 as "Women's History Month" 7.COMMUNITY COMMENTS AND SUGGESTIONS This public comment period is an invitation to members of the community to present issues, thoughts, or suggestions on matters not scheduled on this agenda. Comments should be limited to those matters that are within the jurisdiction of the City Council. Members of the public may provide public comment in-person or remotely by joining the Zoom meeting utilizing one of the methods provided below. Please use the “raise hand” feature to indicate your desire to provide public comment. Click the link below to join the webinar: https://us02web.zoom.us/j/83255848846; Webinar ID: 832 5584 8846 • Or by Telephone: 1-669-900-6833; 1-346-248-7799 Press * 9 to “raise hand” for public comment • The Brown Act restricts the Council from taking formal action on matters not published on the agenda. In response to your comments, the Mayor or presiding Council Member may: • Direct City staff to assist or coordinate with you. • A Council Member may state a desire to meet with you. • It may be the desire of the Council to place your issue or matter on a future Council agenda. Please adhere to the following procedures when addressing the Council: • Comments should be limited to 3 minutes or less. • Your comments should be directed to the Council as a whole and not directed to individual Council members. • Slanderous, profane or personal remarks against any Council Member or member of the audience shall not be permitted. 8.CONSENT AGENDA The following routine items listed below are scheduled for consideration as a group. The recommendations for each item are noted. Any member of the public who wishes to comment on any Consent Agenda item may do so at this time. Any Council Member may request that any item be withdrawn from the Consent Agenda to permit discussion or change the recommended course of action. The City Council may approve the remainder of the Consent Agenda on one motion. 8.a.Consideration of Cash Disbursement Ratification (VALENTINE) Recommended Action: Ratify the attached listing of cash disbursements for the period of February 1 through Page 2 of 621 February 15, 2022. 8.b.Consideration of Statement of Investment Deposits (VALENTINE) Recommended Action: Receive and file the attached report listing investment deposits of the City of Arroyo Grande as of January 31, 2022, as required by Government Code Section 53646(b). 8.c.Approval of Minutes (MATSON) Recommended Action: Approve the minutes of the Special and Regular City Council Meetings of February 22, 2022, as submitted. 8.d.Consideration of Adoption of a Resolution Declaring a Continued Local Emergency Related to the Coronavirus (COVID-19) Pandemic (McDONALD) Recommended Action: Adopt a Resolution declaring a continued local emergency related to the Coronavirus (COVID-19) pandemic. 8.e.Consider Introduction of Ordinance Amending Ch. 8.08 of Title 8 of the Arroyo Grande Municipal Code Regarding Sale & Discharge of Class C (“Safe and Sane”) Fireworks & Adoption of Resolution Establishing Fines & Penalties for Illegal Fireworks Violations (McDONALD) Recommended Action: It is recommended that the City Council introduce an Ordinance amending the Arroyo Grande Municipal Code Chapter 8.08 relating to the discharge of Class C “safe and sane” fireworks and adopt a Resolution establishing an administrative fine of $1,000 for possession, manufacture, storage, sale, handling or use or illegal fireworks. 8.f.Consideration of the 2021 General Plan Annual Report (PEDROTTI) Recommended Action: Review and accept the 2021 General Plan Annual Report (the “Annual Report” or “Report”) and direct staff to forward the Report to the Governor’s Office of Planning and Research and the Department of Housing and Community Development. 8.g.Consider Approval of Purchase of Pour In Place (PIP) Surfacing and Installation Services Using the Cooperative Purchasing Agreement with Omnia Partners for the Inclusive Playground Replacement Project at Elm Street Park (BOHLKEN) Recommended Action: Approve the purchase of PIP surfacing and installation services from Play & Park Structures using the cooperative purchasing agreement with OMNIA Partners for the Inclusive Elm Street Park Playground Replacement Project. 8.h.Consideration of Adoption of a Resolution Pursuant to Public Contract Code Section 22050 Page 3 of 621 Determining to Continue Work Under Emergency Contracts for the Storm Drain System at 251 East Grand Avenue Project, PW 2021-12 (ROBESON) Recommended Action: Adopt a Resolution finding that there is a need to continue the emergency action for the storm drain system repairs at 251 East Grand Avenue in accordance with Public Contract Code Section 22050. 9.PUBLIC HEARINGS 9.a.Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 (VALENTINE) Recommended Action: 1) Conduct a public hearing and consider protests regarding the proposed water and wastewater rate adjustments identified in the notice of public hearing, based on the 2021 Water and Wastewater Rate Study; and 2) If there is no majority protest, adopt a Resolution establishing new Water and Wastewater rates effective April 19, 2022, and January 1 each year through Fiscal Year 2025-26. 9.b.Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps (MATSON) Recommended Action: 1) Receive a report from the consultant on final maps selected by Council at the previous hearing; 2) Conduct a public hearing to consider final maps; 3) Provide direction on a proposed election sequence; and 4) Provide direction to bring back an ordinance for introduction at the next public hearing that will create districts reflecting the selected map. 9.c.Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22 (PEDROTTI) Recommended Action: Adopt a Resolution approving the Arroyo Grande Community Service Grant Program funding allocations identified in Attachment 1. 10.OLD BUSINESS None. 11.NEW BUSINESS None. 12.COUNCIL COMMUNICATIONS Any Council Member may ask a question for clarification, make an announcement, or report briefly on his or her activities. In addition, subject to Council policies and procedures, Council Members may request staff to report back to the Council at a subsequent meeting concerning any matter or request that staff place a matter of business on a future agenda. Any request to place a matter of business for original consideration on a future agenda requires the concurrence of at least one other Council Member. Page 4 of 621 13.CLOSED SESSION None. 14.ADJOURNMENT All staff reports or other written documentation, including any supplemental material distributed to a majority of the City Council within 72 hours of a regular meeting, relating to each item of business on the agenda are available for public inspection during regular business hours in the City Clerk’s office, 300 E. Branch Street, Arroyo Grande. If requested, the agenda shall be made available in appropriate alternative formats to persons with a disability, as required by the Americans with Disabilities Act. To make a request for disability-related modification or accommodation, contact the Legislative and Information Services Department at 805-473-5400 as soon as possible and at least 48 hours prior to the meeting date. This agenda was prepared and posted pursuant to Government Code Section 54954.2 Agenda reports can be accessed and downloaded from the City’s website at www.arroyogrande.org If you would like to subscribe to receive email or text message notifications when agendas are posted, you can sign up online through the “Notify Me” feature. City Council Meetings are cablecast live and videotaped for replay on Arroyo Grande’s Government Access Channel 20. The rebroadcast schedule is published at www.slo-span.org. Page 5 of 621 Item 6.c.Page 6 of 621 Item 8.a. MEMORANDUM TO: City Council FROM: Nicole Valentine, Administrative Services Director BY: Lynda Horejsi, Accounting Manager SUBJECT: Consideration of Cash Disbursement Ratification DATE: March 8, 2022 SUMMARY OF ACTION: Review and ratify cash disbursements. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: There is a $2,550,090.02 fiscal impact that includes the following items:  Accounts Payable Checks $2,167,681.86  Payroll & Benefit Checks $382,408.16 RECOMMENDATION: Ratify the attached listing of cash disbursements for the period of February 1 through February 15, 2022. BACKGROUND: Cash disbursements are made weekly based on the submission of all required documents supporting the invoices submitted for payment. Prior to payment, Administrative Services staff reviews all disbursement documents to ensure that they meet the approval requirements adopted in the Municipal Code and the City’s Purchasing Po licies and Procedures Manual. ANALYSIS OF ISSUES: The attached listing represents the cash disbursements required of normal and usual operations during the period. The disbursements are accounted for in the FY 2021 -22 budget. Page 7 of 621 Item 8.a. City Council Consideration of Cash Disbursement Ratification March 8, 2022 Page 2 ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Approve staff’s recommendation; 2. Do not approve staff’s recommendation; or 3. Provide other direction to staff. ADVANTAGES:  The Administrative Services Department monitors payments of invo ices for accountability, accuracy, and completeness using standards approved by the City Council.  Invoices are paid in a timely manner to establish goodwill with merchants.  Discounts are taken where applicable. DISADVANTAGES: There are no disadvantages identified in this recommendation. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. February 1 – February 15, 2022 – Accounts Payable Check Register 2. February 11, 2022 – Payroll and Benefit Check Registers Page 8 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name1 02/04/2022 292803 $ 54.00 LEAD PAINT TEST-SWINGING BRIDGE 350.5620.7401 ABALONE COAST ANALYTICAL INC2 02/04/2022 292804 1,500.00 11/21 & 12/21 WEBSITE STREAMING 010.4002.5303 AGP VIDEO, INC3 02/04/2022 292804 3,987.50 11/21 & 12/21 CABLECASTING 010.4002.5330 AGP VIDEO, INC4 02/04/2022 292805 224.83 TRANSLATION SERVICE 640.4710.5208 ALBOUM & ASSOCIATES LLC5 02/04/2022 292805 56.21 TRANSLATION SERVICE 612.4610.5208 ALBOUM & ASSOCIATES LLC6 02/04/2022 292806 97.97 EMPLOYEE APPRECIATION LUNCHEON 010.4101.5319 AMAZON CAPITAL SERVICES7 02/04/2022 292806 142.38 SPECIAL EVENT SUPPLIES 010.4424.5252 AMAZON CAPITAL SERVICES8 02/04/2022 292806 122.94 SCHOOL YEAR SUPPLIES 010.4425.5255 AMAZON CAPITAL SERVICES9 02/04/2022 292806 11.84 COMMUNITY RELATIONS-SANTA COP 010.0000.2025 AMAZON CAPITAL SERVICES10 02/04/2022 292806 679.69 EQUIPMENT- SUPPORT SVCS 010.4204.5272 AMAZON CAPITAL SERVICES11 02/04/2022 292806 (614.12) CREDIT RETURN 010.4204.5272 AMAZON CAPITAL SERVICES12 02/04/2022 292806 203.65 FLEET MAINT-SUPPORT SVCS 010.4204.5601 AMAZON CAPITAL SERVICES13 02/04/2022 292806 262.23 COVID SUPPLIES 010.4919.5255 AMAZON CAPITAL SERVICES14 02/04/2022 292807 35.23 PURCHASE REPLACEMENT PARTS FOR WATER METERS 640.4712.5611 AQUA-METRIC SALES CO(DBA)15 02/04/2022 292808 22.36 BAN#9391033186 CC MACHINE 010.4145.5403 AT&T16 02/04/2022 292808 22.44 BAN#9391033180 CITY HALL FAX 010.4145.5403 AT&T17 02/04/2022 292808 43.03 BAN#9391033181 ALARM 640.4710.5403 AT&T18 02/04/2022 292809 360.50 DOGGIE CLASSES-DEC & JAN 010.4424.5351 IRINA BEATTY19 02/04/2022 292810 30.00 BUSINESS LICENSE REFUND 010.0000.4050 GAUTAM BHAKTA20 02/04/2022 292811 1,851.30 PRINTING PROP 218 MAILER 640.4710.5208 BOONE PRINTING & GRAPHICS INC21 02/04/2022 292811 462.82 PRINTING PROP 218 MAILER 612.4610.5208 BOONE PRINTING & GRAPHICS INC22 02/04/2022 292812 195.92 SALES TAX 010.4203.5255 BOUND TREE MEDICAL, LLC23 02/04/2022 292812 2,265.60 OFFICER SAFETY SUPPLIES 010.4203.5255 BOUND TREE MEDICAL, LLC24 02/04/2022 292812 262.50 OFFICER SAFETY MASK 010.4203.5255 BOUND TREE MEDICAL, LLC25 02/04/2022 292813 126.00 PEST CONTROL: CITY HALL 010.4213.5303 BREZDEN PEST CONTROL, INC26 02/04/2022 292814 1,076.42 SOTO-ANCHOR MOUNTS, BASES, PITCHING MOUND 010.4430.5605 BSN SPORTS, LLC27 02/04/2022 292815 842.00 CASH FOR GRASS 842 SQFT 226.4306.5554 CHAD BYE28 02/04/2022 292816 79.00 FINGERPRINT/LIVESCAN-PD 010.4204.5329 CA ST DEPT OF JUSTICE29 02/04/2022 292817 39.00 BUSINESS LICENSE REFUND 010.0000.4050 MELISSA CAMPE30 02/04/2022 292818 30.21 LACQUER THINNER FOR SHOP CLEAN 010.4305.5255 CARQUEST AUTO PARTS31 02/04/2022 292819 8,769.92 WINTER/SPRING ACTIVITY GUIDE PRINTING 010.4421.5504 CASEY PRINTING, INC32 02/04/2022 292820 1,452.00 PROPERTY VACATION AGREEMENT PAYMENT 010.4145.5508 JENA SIMMONS AND CHAD JACKSON33 02/04/2022 292820 1,000.00 DEPOSIT REFUND-202 LE POINT 010.0000.2232 JENA SIMMONS AND CHAD JACKSON34 02/04/2022 292821 200.00 2022 MEMBERSHIP 010.4145.5503 CHANNEL COUNTIES DIVISION35 02/04/2022 292822 327.16 ACCT#8245100960216667-WC DARK 010.4145.5401 CHARTER COMMUNICATIONS36 02/04/2022 292822 736.80 ACCT#8245100960211288 PW DARK 010.4145.5401 CHARTER COMMUNICATIONS37 02/04/2022 292822 95.17 ACCT#8245100960129431-215 E BRANCH 010.4145.5401 CHARTER COMMUNICATIONS38 02/04/2022 292822 26.72 ACCT#8245100960129431-215 E BRANCH 010.4145.5401 CHARTER COMMUNICATIONS39 02/04/2022 292822 1,349.00 ACCT#8245100960301246-215 E BRANCH 211.4101.5330 CHARTER COMMUNICATIONSPage 9 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name40 02/04/2022 292823 $ 128.00 01/22-CLOGGING CLASSES 010.4424.5351 KATHLEEN J CINOWALT41 02/04/2022 292824 4,768.00 01/22 STRATEGIC SUPPORT 010.4140.5303 CIO SOLUTIONS LP42 02/04/2022 292824 1,550.00 01/22 CROWDSTRIKE CYBERSECURITY 010.4140.5303 CIO SOLUTIONS LP43 02/04/2022 292824 5,374.80 CIO ENTERPRISE MITEL SUPPORT AGREEMENT 010.4140.5303 CIO SOLUTIONS LP44 02/04/2022 292825 180.00 COSTCO BUSINESS MEMBERSHIP 010.4201.5503 COSTCO MEMBERSHIP45 02/04/2022 292826 6.68 PLAN COPIES-FAIROAKS SEWER/WATER 640.5911.7301 CRISP IMAGING46 02/04/2022 292827 285.60 01/22 SENIOR FITNESS 010.4424.5351 GAYLE CUDDY47 02/04/2022 292828 735.00 REFUND-PPR22-002 APPLICATION IN ERROR 010.0000.4510 MARCUS Z DES PLANTES48 02/04/2022 292829 576.00 ROLLER SKATE CLASS-WINTER SESSION 010.4424.5351 DOOMSDAY SKATE LLC49 02/04/2022 292830 84.56 WELL#9 3" GALV. PIPE 640.4711.5603 FARM SUPPLY CO50 02/04/2022 292830 278.62 WELL#9 PIPE, FITTINGS 640.4711.5603 FARM SUPPLY CO51 02/04/2022 292831 280.15 (4) PIPE WRENCH 640.4712.5273 FERGUSON ENTERPRISES, INC52 02/04/2022 292831 1,182.11 (1) PRESSURE TANK - MILLER WAY 640.4712.5610 FERGUSON ENTERPRISES, INC53 02/04/2022 292832 28,500.00 2021 STREET REPAIRS PROJECT 350.5638.7001 FERRAVANTI GRADING & PAVING54 02/04/2022 292833 513,015.25 01/22-03/22 CITIES SHARE OF FCFA COSTS 010.4145.5313 FIVE CITIES FIRE AUTHORITY55 02/04/2022 292833 132,223.50 01/22-03/22 CITIES SHARE OF FCFA COSTS 218.4101.5313 FIVE CITIES FIRE AUTHORITY56 02/04/2022 292834 7,843.00 DRONE KIT 271.4202.6201 FLORIDA DRONE SUPPLY INC57 02/04/2022 292835 27.02 OVERPAYMENT SMIP FEE BLD19-000297 010.0000.2208 FRANK SCHIRO AND SON INC58 02/04/2022 292836 50.00 PARK DEPOSIT REFUND-RANCHO GRANDE 010.0000.2206 ASHLEY FRANKLIN59 02/04/2022 292837 133.44 SEWER REIMBURSEMENT DUE 612.0000.4751 CITY OF GROVER BEACH60 02/04/2022 292838 150.00 HEATER RENTAL-EMPLOYEE APPRECIATION LUNCHEON 010.4101.5319 GROVER TOOL AND RENTALS61 02/04/2022 292838 189.32 STUMP GRINDER RENTAL 010.4420.5605 GROVER TOOL AND RENTALS62 02/04/2022 292839 1,446.69 10/21-12/21 CJIS SYSTEM ACCESS 010.4204.5606 GSA-INFORMATION TECH63 02/04/2022 292840 1,983.55 PREPARE 2021 ANNUAL REPORT 640.4710.5303 GSI WATER SOLUTIONS64 02/04/2022 292841 12.00 BUSINESS LICENSE REFUND 010.0000.4050 H&R BLOCK65 02/04/2022 292842 86.08 PORTABLE TOILET RENTAL 1/10-2/06 220.4303.5552 HARVEY'S HONEY HUTS66 02/04/2022 292843 700.00 VILLAGE SIDEWALK CLEANING 220.4303.5303 HOME DETAILING PROFESSIONALS67 02/04/2022 292844 (3,480.00) CREDIT RETURN-24" ADS 350.5797.7201 ICONIX WATERWORKS (US) INC68 02/04/2022 292844 3,999.68 24" ADS-CHEVRON SD, PW 2021-12 350.5797.7201 ICONIX WATERWORKS (US) INC69 02/04/2022 292845 25.15 FUEL-PD-4620 & 4621 010.4203.5608 JB DEWAR, INC70 02/04/2022 292846 110.00 REFUND-PICKLEBALL MEMBERSHIP 010.0000.4605 KRIS KLEINSMITH71 02/04/2022 292847 7,319.00 2022 MEMBERSHIP DUES & OPTIONAL LITIGATION SURCHRG 010.4145.5503 LEAGUE OF CALIFORNIA CITIES72 02/04/2022 292848 688.63 SHORETEL PHONE CHRGS-CITY HALL 010.4145.5403 LEVEL 3 COMMUNICATIONS LLC73 02/04/2022 292848 688.63 SHORETEL PHONE CHRGS-PD 010.4201.5403 LEVEL 3 COMMUNICATIONS LLC74 02/04/2022 292849 65.00 REFUND-SERGER SEWING 010.0000.4605 CANDY MARTIN75 02/04/2022 292850 50.00 PARK DEPOSIT REFUND-RANCHO GRANDE 010.0000.2206 ALANA MAXWELL76 02/04/2022 292851 50.00 PARK DEPOSIT REFUND-RANCHO GRANDE 010.0000.2206 BONNIE MERRIMAN77 02/04/2022 292852 79.66 FINISH BLADES, CAULK, ADHESIVE 010.4213.5604 MINER'S ACE HARDWARE, INC78 02/04/2022 292852 37.66 (4) WHITE SPRAYPAINT, BIT SET 010.4213.5604 MINER'S ACE HARDWARE, INCPage 10 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name79 02/04/2022 292852 $ 37.67 SOTO-9 PC IMPACT SET, EXTRACTOR BAR 010.4213.5604 MINER'S ACE HARDWARE, INC80 02/04/2022 292852 94.50 GRAFFITI-PAINT, ROLLER COVER, EXTENDER POLE 010.4213.5604 MINER'S ACE HARDWARE, INC81 02/04/2022 292852 38.76 GARDEN VALVE, NIPPLES 010.4213.5604 MINER'S ACE HARDWARE, INC82 02/04/2022 292852 80.74 GFCI RECEPTACLE, WALL PLATE 010.4213.5604 MINER'S ACE HARDWARE, INC83 02/04/2022 292852 30.52 SOTO-BATTERIES 010.4430.5605 MINER'S ACE HARDWARE, INC84 02/04/2022 292852 13.58 SOTO -PHILLIPS HEAD SCREWS 010.4430.5605 MINER'S ACE HARDWARE, INC85 02/04/2022 292852 156.26 SOTO-PLYWOOD, ROLLER COVERS 010.4430.5605 MINER'S ACE HARDWARE, INC86 02/04/2022 292852 8.60 SOTO-(2) BAGS QUICKCRETE 010.4430.5605 MINER'S ACE HARDWARE, INC87 02/04/2022 292852 7.53 DRILL BIT 220.4303.5613 MINER'S ACE HARDWARE, INC88 02/04/2022 292852 34.44 (4) BAGS FAST SETTING CONCRETE 220.4303.5613 MINER'S ACE HARDWARE, INC89 02/04/2022 292852 17.30 HOSE CLAMPS, FASTENERS, HAND TOOLS 220.4303.5613 MINER'S ACE HARDWARE, INC90 02/04/2022 292852 53.86 PROPANE TANK 220.4303.5613 MINER'S ACE HARDWARE, INC91 02/04/2022 292852 54.92 CEMENT, PUTTYKNIFE, CONTAINER 220.4303.5613 MINER'S ACE HARDWARE, INC92 02/04/2022 292852 12.91 (2) CLEAR SPRAYPAINT 220.4303.5613 MINER'S ACE HARDWARE, INC93 02/04/2022 292852 8.61 WELL#8 2" PIPE CAP 640.4711.5603 MINER'S ACE HARDWARE, INC94 02/04/2022 292853 160.20 OFFICE SUPPLIES-PAPER 010.4102.5201 OFFICE DEPOT95 02/04/2022 292853 29.36 MISC OFFICE SUPPLIES 010.4102.5201 OFFICE DEPOT96 02/04/2022 292854 50.00 PARK DEPOSIT REFUND-RANCHO GRANDE 010.0000.2206 NAOKO OTT97 02/04/2022 292855 400.00 12/21 SOTO GOPHER CONTROL 010.4420.5303 PACIFIC GOPHER CONTROL98 02/04/2022 292856 50.00 PARK DEPOSIT REFUND-STROTHER 010.0000.2206 SUSAN PAULDING99 02/04/2022 292857 899.90 REPAIR VDM BOOSTER PUMP MOTOR 640.4712.5610 PERRY'S ELECTRIC MOTORS100 02/04/2022 292858 377.36 12/21 PARKING CITATION PROCESS 010.4204.5303 PHOENIX GROUP101 02/04/2022 292859 50.00 PARK DEPOSIT REFUND-ELM ST PARK 010.0000.2206 RUBEN PILLE102 02/04/2022 292860 48,522.00 BRIDGE STREET BRIDGE HABITAT MITIGATION 350.5614.7001 QUINCON INC103 02/04/2022 292861 484.37 02/22 GRACE LANE LANDSCAPE MAINTENANCE 216.4460.5304 RAINSCAPE104 02/04/2022 292861 1,201.41 02/22 PARKSIDE LANDSCAPE MAINTENANCE 219.4460.5304 RAINSCAPE105 02/04/2022 292862 50.00 PARK DEPOSIT REFUND-STROTHER 010.0000.2206 SIERRA SHAW106 02/04/2022 292863 50.00 PARK DEPOSIT REFUND-STROTHER 010.0000.2206 MEGAN SHERRILL107 02/04/2022 292864 164.00 12/21 PARKING CITATION REV DIST 010.0000.4203 SLO COUNTY AUDITOR-CONTROLLER108 02/04/2022 292865 220,430.50 FY21/22 CONTRACT FOR DISPATCH 010.4201.5303 SLO COUNTY SHERIFF'S DEPT109 02/04/2022 292866 60.00 BUSINESS LICENSE REFUND 010.0000.4050 SMART & FINAL #358110 02/04/2022 292867 69.74 GAS SERVICES-215 E BRANCH 010.4145.5401 SOCALGAS111 02/04/2022 292867 95.84 GAS SERVICES-211 VERNON ST 010.4145.5401 SOCALGAS112 02/04/2022 292867 294.81 GAS SERVICES- 111 S MASON 010.4145.5401 SOCALGAS113 02/04/2022 292867 18.21 GAS SERVICES- 1500 W BRANCH 010.4145.5401 SOCALGAS114 02/04/2022 292868 5,000.00 AG SCHOLARSHIPS REIMBURSEMENT 010.4001.5398 SOUTH COUNTY CHAMBERS115 02/04/2022 292869 261.00 LIDAR HOLSTER 010.4209.5701 STALKER RADAR116 02/04/2022 292869 19.75 FREIGHT 010.4209.5701 STALKER RADAR117 02/04/2022 292869 2,031.57 LIDAR RADAR WITH BATTERY, STORAGE AND WARRANTY 010.4209.5701 STALKER RADARPage 11 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name118 02/04/2022 292869 $ 177.67 SALES TAX 010.4209.5701 STALKER RADAR119 02/04/2022 292870 210.89 (10) ASPHALT COLDPATCH, (6) POST 220.4303.5613 STATEWIDE SAFETY & SIGNS INC120 02/04/2022 292871 245.16 RES 3 & 6 WIRE REPAIR 2" ELECTRICAL 640.4712.5609 STREATOR PIPE & SUPPLY121 02/04/2022 292872 45.00 REFUND-COMMUNITY GARDEN PLOT 010.0000.4605 ASAD TANOUS122 02/04/2022 292873 46.00 REFUND-HAIR BRAIDING CLASS 010.0000.4605 ALLISON TERBORCH123 02/04/2022 292874 102.00 CC PH 1150 HUASNA RD 010.4002.5301 THE MCCLATCHY COMPANY LLC124 02/04/2022 292874 102.00 CC PH CDBG 2022 010.4002.5301 THE MCCLATCHY COMPANY LLC125 02/04/2022 292874 377.40 NOTICE TO BIDDERS SWINGING BRIDGE 350.5620.7301 THE MCCLATCHY COMPANY LLC126 02/04/2022 292875 395.00 BUSINESS LICENSE REFUND 010.0000.4050 THOMAS FERRO DMD-MED GROUP127 02/04/2022 292876 136.49 P-59 OIL & AIR FILTER CHANGE 010.4420.5601 TOM'S AUTO SERVICE128 02/04/2022 292876 614.72 PW-60 SVC & BRAKE REPAIR 640.4712.5601 TOM'S AUTO SERVICE129 02/04/2022 292876 2,365.01 PD-4605 REPAIR 010.4203.5601 TOM'S AUTO SERVICE130 02/04/2022 292876 51.98 PD-4613 OIL CHG 010.4203.5601 TOM'S AUTO SERVICE131 02/04/2022 292877 158.20 (10) NO PKG SIGNS 220.4303.5613 TRAFFIC MANAGEMENT PRODUCTS132 02/04/2022 292877 1,201.81 (3) NO PKG SIGNS, (4) EACH RED & WHITE 220.4303.5613 TRAFFIC MANAGEMENT PRODUCTS133 02/04/2022 292878 166.00 REFUND HOP APPLICATION-825 CREEKSIDE 010.0000.4509 TRUE SPIRIT HOME CARE LLC134 02/04/2022 292879 48,225.76 EDEN SUPPORT 1/22-12/22 010.4140.5303 TYLER TECHNOLOGIES INC135 02/04/2022 292880 67.70 COPY MACHINE MAINTENANCE 640.4710.5208 ULTREX BUSINESS PRODUCTS (DBA)136 02/04/2022 292881 250.00 PROF SVCS-SUCCESSOR AGENCY & ECON DEVELOPMENT 286.4103.5303 URBAN FUTURES, INC137 02/04/2022 292882 11,678.59 12/21 TBID SOCIAL MEDIA & MKTG 240.4150.5301 VERDIN MARKETING INK138 02/04/2022 292883 304.08 ACCT#472480460-00002 CITY IPAD 010.4145.5403 VERIZON WIRELESS139 02/04/2022 292883 836.73 ACCT#208620661-00002 PD CELL 010.4201.5403 VERIZON WIRELESS140 02/04/2022 292883 66.04 ACCT#808089883-00003- CIM CELL 010.4425.5255 VERIZON WIRELESS141 02/04/2022 292884 50.00 PARK DEPOSIT REFUND-RANCHO GRANDE 010.0000.2206 NATALIA VICORY142 02/04/2022 292885 13,267.43 11/21 TMD REMITTANCE 761.0000.2007 VISIT SLO CAL143 02/04/2022 292885 (265.35) 11/21 CITY ADMIN FEE 010.0000.4771 VISIT SLO CAL144 02/04/2022 292886 1,601.86 MANAGEMENT OF FATS, OILS, & GREASE PROGRAM 612.4610.5303 WALLACE GROUP A CALIF CORP145 02/04/2022 292886 3,499.75 RESERVOIR NO. 4 EXTERIOR RECOATING 640.5948.7501 WALLACE GROUP A CALIF CORP146 02/04/2022 292887 1,367.88 NCMA STAFF EXTENSION SERVICES 640.4710.5303 WATER SYSTEMS CONSULTING INC147 02/04/2022 292887 775.00 2021 URBAN WATER MANAGEMENT PLAN 640.4710.5303 WATER SYSTEMS CONSULTING INC148 02/04/2022 292888 365.00 ASH ST WOMENS RESTROOM-SNAKED & CLEARED CLOG 010.4213.5303 WATERBOYS PLUMBING149 02/04/2022 292888 250.00 ASH ST WOMENS RESTROOM-SNAKED & CLEARED CLOG 010.4213.5303 WATERBOYS PLUMBING150 02/04/2022 292889 89,840.15 RDA TAB BONDS-INTEREST 286.4103.5802 WELLS FARGO BANK151 02/04/2022 292890 519.21 COPY MACHINE LEASE PYMT 010.4201.5803 WELLS FARGO VENDOR FINANCIAL152 02/04/2022 292891 5,397.11 12/22/21 ELM/GRAND ACCIDENT DAMAGE 220.4303.5303 LEE WILSON ELECTRIC COMPANY INC153 02/04/2022 292891 112.81 (12) AIR FILTERS, (2) STREETLIGHTS 010.4307.5303 LEE WILSON ELECTRIC COMPANY INC154 02/04/2022 292891 1,440.00 12/21 SIGNAL MAINT- 12 INTERSECTIONS 010.4307.5303 LEE WILSON ELECTRIC COMPANY INC155 02/04/2022 292891 60.00 OAK PARK & JAMES WAY 010.4307.5303 LEE WILSON ELECTRIC COMPANY INC156 02/04/2022 292891 60.00 OAK PARK & EL CAMINO REAL 010.4307.5303 LEE WILSON ELECTRIC COMPANY INCPage 12 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name157 02/04/2022 292891 $ 75.00 OAK PARK & W. BRANCH 010.4307.5303 LEE WILSON ELECTRIC COMPANY INC158 02/04/2022 292892 1,264.90 SOCCER-WINTER BREAK CAMP 010.4424.5351 YOUTH EVOLUTION BASKETBALL159 02/04/2022 292892 1,264.90 BASKETBALL WINTER BREAK CAMP 010.4424.5351 YOUTH EVOLUTION BASKETBALL160 02/04/2022 292893 199.71 UB REFUND CUSTOMER#00021388 640.0000.2301 RITA BELLUZ161 02/04/2022 292894 41.59 UB REFUND CUSTOMER #00027622 640.0000.2301 MELISSA CAMPE162 02/04/2022 292895 317.70 UB REFUND CUSTOMER #00028009 640.0000.2301 CANDICE MURRAY163 02/04/2022 292896 141.40 UB REFUND CUSTOMER #00026818 640.0000.2301 ERIN NELSON164 02/04/2022 292897 178.87 UB REFUND CUSTOMER #00027073 640.0000.2301 BRETT PATTERSON165 02/04/2022 292898 16,133.40 12/21 PROF LEGAL SVCS 010.4003.5304 CARMEL & NACCASHA, LLP166 02/04/2022 292898 1,599.00 12/21 LITIGATION & RELATED MAT 010.4003.5327 CARMEL & NACCASHA, LLP167 02/04/2022 292899 7,905.66 02/22 DELTA DENTAL PREMIUM 011.0000.2110 DELTA DENTAL168 02/04/2022 292899 2,500.77 02/22 DELTA DENTAL RETIREE PREMIUM 010.4099.5132 DELTA DENTAL169 02/04/2022 292900 121,818.46 02/22 ACTIVE HEALTH INSURANCE 011.0000.2109 PERS - ACTIVE MED170 02/04/2022 292900 7,243.02 02/22 RETIREE HEALTH INSURANCE 010.4099.5136 PERS - ACTIVE MED171 02/04/2022 292900 752.74 02/22 RETIREE HEALTH INSURANCE 220.4303.5136 PERS - ACTIVE MED172 02/04/2022 292900 605.17 02/22 RETIREE HEALTH INSURANCE 010.0000.1111 PERS - ACTIVE MED173 02/04/2022 292900 98.24 02/22 FIRE ACTIVE HEALTH ADMIN 010.0000.1111 PERS - ACTIVE MED174 02/04/2022 292900 206.36 02/22 ACTIVE HEALTH ADMIN FEE 010.4145.5131 PERS - ACTIVE MED175 02/04/2022 292901 3,190.79 02/22 ACTIVE HEALTH INS PT NONPERS 011.0000.2109 PERS - ACTIVE MED176 02/04/2022 292901 7.98 02/22 ACTIVE HEALTH ADMIN FEE 010.4145.5131 PERS - ACTIVE MED177 02/04/2022 292902 10,011.81 POLICE PEPRA PPE 01/20/22 011.0000.2106 PERS - RETIREMENT178 02/04/2022 292902 11,779.01 MISC PEPRA PPE 01/20/22 011.0000.2106 PERS - RETIREMENT179 02/04/2022 292902 8,201.15 MISC TIER I PPE 01/20/22 011.0000.2106 PERS - RETIREMENT180 02/04/2022 292902 6,967.56 FIRE PEPRA PPE 01/20/22 011.0000.2106 PERS - RETIREMENT181 02/04/2022 292902 5,684.60 POLICE TIER II PPE 01/20/22 011.0000.2106 PERS - RETIREMENT182 02/04/2022 292902 3,955.20 MISC TIER II PPE 01/20/22 011.0000.2106 PERS - RETIREMENT183 02/04/2022 292902 20,979.60 FIRE TIER I PPE 01/20/22 011.0000.2106 PERS - RETIREMENT184 02/04/2022 292902 11,321.07 POLICE TIER I PPE 01/20/22 011.0000.2106 PERS - RETIREMENT185 02/04/2022 292903 3,133.22 02/22 LIFE INSURANCE PREMIUM 011.0000.2113 STANDARD INSURANCE CO186 02/04/2022 292904 2,090.66 02/22 VISION PREMIUM 011.0000.2119 VISION SERVICE PLAN187 02/04/2022 292904 682.96 02/22 RETIREE VISION PREMIUM 010.4099.5133 VISION SERVICE PLAN188 02/11/2022 292905 9.80 PARKS DEPT MATS/MOPHEADS 010.4213.5303 ARAMARK UNIFORM SERVICES189 02/11/2022 292905 9.80 PARKS DEPT MATS/MOPHEADS 010.4213.5303 ARAMARK UNIFORM SERVICES190 02/11/2022 292906 10.76 WELL #9 3/4 " PVC TUBING 640.4711.5603 ARROYO GRANDE HOME & GARDEN191 02/11/2022 292906 51.35 PW-52 SMALL TOOLS-PLIERS, HEX 640.4712.5273 ARROYO GRANDE HOME & GARDEN192 02/11/2022 292907 390.00 01/22 VILLAGE WATERING 010.4420.5605 ARROYO GRANDE IN BLOOM INC193 02/11/2022 292908 661.63 INSPECTION FIELD REPORT 2 PART FORM 010.4301.5501 BOONE PRINTING & GRAPHICS INC194 02/11/2022 292909 25,234.15 BPR BUILDING DEPT 010.4212.5303 BPR CONSULTING GROUP LLC195 02/11/2022 292910 500.00 JANITORIAL SERVICES FOR AGPD 010.4201.5615 BRENDLER JANITORIAL SERVICEPage 13 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name196 02/11/2022 292910 $ 1,135.00 JANITORIAL SERVICES FOR VARIOUS CITY BUILDINGS 010.4213.5615 BRENDLER JANITORIAL SERVICE197 02/11/2022 292911 134.00 PEST CONTROL: FCFA 010.4213.5303 BREZDEN PEST CONTROL, INC198 02/11/2022 292912 51.31 (2) 4X4X8 PT LUMBER-RGP 010.4420.5605 BRISCO MILL & LUMBER YARD199 02/11/2022 292912 17.23 (1) RAPIDSET CONCRETE 010.4420.5605 BRISCO MILL & LUMBER YARD200 02/11/2022 292912 91.52 (6) BLADES 010.4420.5605 BRISCO MILL & LUMBER YARD201 02/11/2022 292912 68.92 (4) RAPIDSET CONCRETE 220.4303.5613 BRISCO MILL & LUMBER YARD202 02/11/2022 292912 58.16 (2) SIMPSON ET-XP GLUE 220.4303.5613 BRISCO MILL & LUMBER YARD203 02/11/2022 292912 18.49 (4) 60# QUIKCRETE 220.4303.5613 BRISCO MILL & LUMBER YARD204 02/11/2022 292913 217.28 RATE STUDY PRINTING 226.4306.5306 BURDINE PRINTING (DBA)205 02/11/2022 292914 2,221.83 09/21 WEED ABATEMENT INMATE PAY, GUARDING, MILEAGE 220.4303.5303 CA ST DEPT OF CORRECTIONS206 02/11/2022 292914 2,214.03 10/21 WEED ABATEMENT INMATE PAY, GUARDING, MILEAGE 220.4303.5303 CA ST DEPT OF CORRECTIONS207 02/11/2022 292914 2,193.17 11/21 WEED ABATEMENT INMATE PAY, GUARDING, MILEAGE 220.4303.5303 CA ST DEPT OF CORRECTIONS208 02/11/2022 292915 575.69 SLURRY & PUMPING FOOT VOIDS-CHEVRON 350.5797.7001 CALPORTLAND CONSTRUCTION209 02/11/2022 292916 21,096.95 01/22 PROF LEGAL SVCS 010.4003.5304 CARMEL & NACCASHA, LLP210 02/11/2022 292916 1,326.00 01/22 LITIGATION & RELATED MATTERS 010.4003.5327 CARMEL & NACCASHA, LLP211 02/11/2022 292917 161.61 PW-375 SVC-FILETERS, GASKETS 640.4712.5603 CARQUEST AUTO PARTS212 02/11/2022 292918 1,349.00 ACCT#8245100960302509 IT BROADBAND 010.4140.5303 CHARTER COMMUNICATIONS213 02/11/2022 292918 45.73 ACCT#8245100960211791 REC-TV 010.4145.5401 CHARTER COMMUNICATIONS214 02/11/2022 292918 710.64 ACCT#8245100960211791 REC DARK 010.4145.5401 CHARTER COMMUNICATIONS215 02/11/2022 292918 51.11 ACCT#8245100960221923 PW TV 010.4307.5303 CHARTER COMMUNICATIONS216 02/11/2022 292919 418.01 (4) HERBICIDE, (2) HERBICIDE HELPER 220.4303.5255 CHERRY LANE NURSERY(DBA)217 02/11/2022 292920 1,550.00 02/22 CROWDSTRIKE CYBERSECURITY 010.4140.5303 CIO SOLUTIONS LP218 02/11/2022 292920 4,768.00 02/22 STRATEGIC SUPPORT 010.4140.5303 CIO SOLUTIONS LP219 02/11/2022 292921 400.00 01/22 NETBILL MONTHLY MAINTENANCE 640.4710.5303 DATAPROSE LLC220 02/11/2022 292921 411.04 01/22 NETBILL CC TRANS 640.4710.5555 DATAPROSE LLC221 02/11/2022 292921 1.76 01/22 UTILITY BILL MAILING 640.4710.5208 DATAPROSE LLC222 02/11/2022 292921 102.76 01/22 NETBILL CC TRANS. 612.4610.5555 DATAPROSE LLC223 02/11/2022 292922 171.29 BROOM , (2) SCOOP SHOVELS 010.4420.5255 FARM SUPPLY CO224 02/11/2022 292922 36.20 GATE VALVE-MILLER WAY BOOSTER 640.4712.5610 FARM SUPPLY CO225 02/11/2022 292922 (31.99) PIPE RETURN CREDIT 640.4712.5610 FARM SUPPLY CO226 02/11/2022 292923 280.61 P-59 TIRE 010.4420.5601 FIGUEROA'S TIRES227 02/11/2022 292924 9,210.00 HALCYON COMPLETE STREETS 010.4301.5303 GHD INC228 02/11/2022 292925 177.79 PW-375 WHEEL REPLACEMENT 640.4712.5603 HEACOCK TRAILERS & TRUCK229 02/11/2022 292926 41.31 02/22 AETNA RESOURCES EAP 010.0000.1111 HEALTH AND HUMAN RESOURCE CTR230 02/11/2022 292926 165.24 02/22 AETNA RESOURCES EAP 010.4145.5147 HEALTH AND HUMAN RESOURCE CTR231 02/11/2022 292927 2,345.00 BUILDING DIVISION SERVICES ADDITIONAL AMOUNT 010.4212.5303 INTERWEST CONSULTING GROUP232 02/11/2022 292928 230.00 ViewSonic VA2759 LED Monitor 010.4307.5201 ITSAVVY LLC233 02/11/2022 292928 32.00 Lenovo 300 FHD web camera 010.4307.5201 ITSAVVY LLC234 02/11/2022 292928 40.00 Logitech Wireless Keyboard K35 010.4307.5201 ITSAVVY LLCPage 14 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name235 02/11/2022 292928 $ 23.41 Sales Tax 010.4307.5201 ITSAVVY LLC236 02/11/2022 292928 12.00 Fellowes Memory Foam mouse pad 010.4307.5201 ITSAVVY LLC237 02/11/2022 292928 0.93 Sales Tax 010.4307.5201 ITSAVVY LLC238 02/11/2022 292928 34.00 Logitech Marathon M705 010.4307.5201 ITSAVVY LLC239 02/11/2022 292928 5.00 CA Electronic Waste Recycling 010.4307.5201 ITSAVVY LLC240 02/11/2022 292928 2.64 Sales Tax 010.4307.5201 ITSAVVY LLC241 02/11/2022 292928 197.55 Sales Tax 010.4140.5702 ITSAVVY LLC242 02/11/2022 292928 2,549.00 LENOVO THINKPAD X1 YOGA GEN 5 LAPTOP COM 010.4140.5702 ITSAVVY LLC243 02/11/2022 292928 4.00 CA Electronic Waste Recycling 010.4140.5702 ITSAVVY LLC244 02/11/2022 292929 166.88 DIESEL EXHAUST FLUID, PURPLE CLEANER 220.4303.5601 JB DEWAR, INC245 02/11/2022 292930 3,705.44 CASTILLO DEL MAR ROADWAY EXTENSION 350.5678.7201 JJ FISHER CONSTRUCTION, INC.246 02/11/2022 292931 3,000.00 CASH FOR GRASS- 3000 SQFT 226.4306.5554 RANDALL JONES247 02/11/2022 292932 100.00 REIMBURSE FOR DMV PHYSICAL 640.4712.5501 JEREMY KAUFMAN248 02/11/2022 292933 900.00 TRAINING TUITION-LAPD LEADERSHIP 010.4201.5501 LAPD REVOLVING TRAINING FUND249 02/11/2022 292934 600.00 01/09/22 PICKLEBALL CLINIC 010.4424.5351 PRINCESS LEONG250 02/11/2022 292935 405.48 FACILITY USE-AGHS TRACK TURKEY 010.4424.5252 LUCIA MAR UNIFIED SCHOOL DIST251 02/11/2022 292935 300.00 FACILITY USE FEE-OCEANO COMMUNITY CENTER 010.4424.5257 LUCIA MAR UNIFIED SCHOOL DIST252 02/11/2022 292936 2,145.00 CONSULTANT SERVICE FOR MANAGEMENT 010.4120.5303 MANAGEMENT PARTNERS INC253 02/11/2022 292937 1,875.52 01/22 ZUMBA & BARRE 010.4424.5351 HEIDY MANGIARDI254 02/11/2022 292938 1,518.75 ONGOING MAP CHECKING SERVICES 010.4301.5303 MNS ENGINEERS INC255 02/11/2022 292938 1,293.75 ONGOING MAP CHECKING SERVICES 010.4301.5303 MNS ENGINEERS INC256 02/11/2022 292939 106.76 OFFICE SUPPLIES 010.4421.5201 OFFICE DEPOT257 02/11/2022 292939 78.81 MISC OFFICE SUPPLIES 010.4102.5201 OFFICE DEPOT258 02/11/2022 292940 6,103.61 ELECTRIC 010.4145.5401 PACIFIC GAS & ELECTRIC CO259 02/11/2022 292940 11.92 ELECTRIC 217.4460.5355 PACIFIC GAS & ELECTRIC CO260 02/11/2022 292940 2,162.91 ELECTRIC 612.4610.5402 PACIFIC GAS & ELECTRIC CO261 02/11/2022 292940 1,111.87 ELECTRIC 640.4711.5402 PACIFIC GAS & ELECTRIC CO262 02/11/2022 292940 4,110.01 ELECTRIC 640.4712.5402 PACIFIC GAS & ELECTRIC CO263 02/11/2022 292940 1,416.24 ELECTRIC 010.4307.5402 PACIFIC GAS & ELECTRIC CO264 02/11/2022 292941 1,750.00 CASH FOR GRASS- 1750 SQFT 226.4306.5554 PERRY PATEL265 02/11/2022 292942 373.93 PW-4 BRAKES 010.4301.5601 SANTA MARIA TIRE, INC266 02/11/2022 292943 679.60 SOTO-(4) BALL VALVES, (8) ADAPTERS 010.4430.5605 SITEONE LANDSCAPE SUPPLY LLC267 02/11/2022 292944 2,452.60 CROSS CONNECTION PROGRAM 640.4710.5303 SLO COUNTY ENVIRONMENTAL268 02/11/2022 292945 1,468.74 ADOBE SOFTWARE SUBSCRIPTION-CREATIVE CLOUD 010.4140.5607 SOFTWAREONE, INC269 02/11/2022 292945 320.46 ADOBE SOFTWARE SUBSCRIPTION-INDESIGN 010.4140.5607 SOFTWAREONE, INC270 02/11/2022 292945 2,932.80 ADOBE SOFTWARE SUBSCRIPTION-ACROBAT PRO 010.4140.5607 SOFTWAREONE, INC271 02/11/2022 292946 148.32 DUMPSTERS -RANCHO GRANDE PARK 010.4213.5303 SOUTH COUNTY SANITARY SVC, INC272 02/11/2022 292946 227.84 DUMPSTERS -FCFA 010.4213.5303 SOUTH COUNTY SANITARY SVC, INC273 02/11/2022 292946 148.32 DUMPSTERS -STROTHER PARK 010.4213.5303 SOUTH COUNTY SANITARY SVC, INCPage 15 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name274 02/11/2022 292946 $ 116.59 DUMPSTERS -PD 010.4213.5303 SOUTH COUNTY SANITARY SVC, INC275 02/11/2022 292946 56.71 DUMPSTERS -CITY HALL 010.4213.5303 SOUTH COUNTY SANITARY SVC, INC276 02/11/2022 292947 257,579.33 12/21 SEWER SERVICES COLLECTION 760.0000.2304 SOUTH SLO COUNTY SANIT DIST277 02/11/2022 292947 192,832.47 01/22 SEWER SERVICES COLLECTION 760.0000.2304 SOUTH SLO COUNTY SANIT DIST278 02/11/2022 292947 8.81 CITY ACCT- 211 N HALCYON RD 010.4145.5401 SOUTH SLO COUNTY SANIT DIST279 02/11/2022 292947 8.81 CITY ACCT- 215 E BRANCH ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST280 02/11/2022 292947 8.81 CITY ACCT- 300 E BRANCH ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST281 02/11/2022 292947 8.81 CITY ACCT- 211 VERNON ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST282 02/11/2022 292947 8.81 CITY ACCT- RANCHO GRANDE PARK 010.4145.5401 SOUTH SLO COUNTY SANIT DIST283 02/11/2022 292947 8.81 CITY ACCT- STROTHER PARK 010.4145.5401 SOUTH SLO COUNTY SANIT DIST284 02/11/2022 292947 8.81 CITY ACCT- SHORT ST RESTROOMS 010.4145.5401 SOUTH SLO COUNTY SANIT DIST285 02/11/2022 292947 8.81 CITY ACCT- ELM ST PARK 010.4145.5401 SOUTH SLO COUNTY SANIT DIST286 02/11/2022 292947 8.81 CITY ACCT- 203 N RENA ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST287 02/11/2022 292947 8.81 CITY ACCT- 1221 ASH ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST288 02/11/2022 292947 8.81 CITY ACCT- SOTO SPORTS COMPLEX 010.4145.5401 SOUTH SLO COUNTY SANIT DIST289 02/11/2022 292947 8.81 CITY ACCT- 127 SHORT ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST290 02/11/2022 292947 8.81 CITY ACCT-215 E BRANCH ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST291 02/11/2022 292947 8.81 CITY ACCT-300 E BRANCH ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST292 02/11/2022 292947 8.81 CITY ACCT 211 VERNON ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST293 02/11/2022 292947 8.81 CITY ACCT-RANCHO GRANDE PARK 010.4145.5401 SOUTH SLO COUNTY SANIT DIST294 02/11/2022 292947 8.81 CITY ACCT-STROTHER PARK 010.4145.5401 SOUTH SLO COUNTY SANIT DIST295 02/11/2022 292947 8.81 CITY ACCT-SHORT ST RESTROOMS 010.4145.5401 SOUTH SLO COUNTY SANIT DIST296 02/11/2022 292947 8.81 CITY ACCT-ELM ST PARK 010.4145.5401 SOUTH SLO COUNTY SANIT DIST297 02/11/2022 292947 8.81 CITY ACCT- 203 N RENA ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST298 02/11/2022 292947 8.81 CITY ACCT-1221 ASH ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST299 02/11/2022 292947 8.81 CITY ACCT-SOTO SPORTS COMPLEX 010.4145.5401 SOUTH SLO COUNTY SANIT DIST300 02/11/2022 292947 8.81 CITY ACCT- 127 SHORT ST 010.4145.5401 SOUTH SLO COUNTY SANIT DIST301 02/11/2022 292947 8.81 CITY ACCT- 211 N HALCYON RD 010.4145.5401 SOUTH SLO COUNTY SANIT DIST302 02/11/2022 292948 50.00 PARK DEPOSIT REFUND-RANCHO GRANDE 010.0000.2206 JULIE SPENCE303 02/11/2022 292948 58.00 PARK RENTAL REFUND-RANCHO GRANDE 010.0000.4354 JULIE SPENCE304 02/11/2022 292949 240.69 4 GALL MINI TANK-REC 010.4213.5604 STREATOR PIPE & SUPPLY305 02/11/2022 292949 163.34 1 HOLE FAUCET 010.4213.5604 STREATOR PIPE & SUPPLY306 02/11/2022 292950 42.35 300 E BRANCH BUSINESS TV 010.4145.5401 TIME WARNER CABLE307 02/11/2022 292951 147.25 P-79 BOLT-BLADE, ANTI SCALP CUP 010.4420.5603 TURF STAR, INC308 02/11/2022 292952 2,327.46 WALLACE STORMWATER MGMT 010.4301.5303 WALLACE GROUP A CALIF CORP309 02/11/2022 292953 98.00 REFUND-SOCCER 010.0000.4605 MEGAN WINTERBERG310 02/11/2022 292954 37,571.19 FEDERAL WITHHOLDING 011.0000.2104 CITY OF ARROYO GRANDE311 02/11/2022 292954 46,794.42 SOCIAL SECURITY 011.0000.2105 CITY OF ARROYO GRANDE312 02/11/2022 292954 11,555.48 MEDICARE 011.0000.2105 CITY OF ARROYO GRANDEPage 16 of 621 CITY OF ARROYO GRANDECHECK LISTINGFEBRUARY 1 - FEBRUARY 15, 2022ATTACHMENT 1Line Check Date Check # Amount Description Account # Vendor Name313 02/11/2022 292955 $ 15,016.11 STATE PIT WH 011.0000.2108 CA ST EMPLOYMENT DEVEL DEPT314 02/11/2022 292955 1,975.06 STATE SDI CONTRIBUTION 011.0000.2111 CA ST EMPLOYMENT DEVEL DEPT315 02/11/2022 292956 298.84 CHILD SUPPORT- PAYDATE 02/11/2 011.0000.2114 CA STATE DISBURSEMENT UNIT316 02/11/2022 292956 133.38 CHILD SUPPORT-PAYDATE 02/11/22 011.0000.2114 CA STATE DISBURSEMENT UNIT317 02/11/2022 292956 150.46 CHILD SUPPORT PAYDATE 02/11/22 011.0000.2114 CA STATE DISBURSEMENT UNIT318 02/11/2022 292956 154.15 CHILD SUPPORT PAYDATE 02/11/22 011.0000.2114 CA STATE DISBURSEMENT UNIT319 02/11/2022 292956 16.15 CHILD SUPPORT PAYDATE 02/11/22 011.0000.2114 CA STATE DISBURSEMENT UNIT320 02/11/2022 292957 2,909.14 EE DEFERRED COMP % 011.0000.2117 ICMA RETIREMENT CORP321 02/11/2022 292957 10,919.06 EE DEFERRED COMP FLAT 011.0000.2117 ICMA RETIREMENT CORP322 02/11/2022 292957 866.66 ER DEFERRED COMP FLAT 011.0000.2117 ICMA RETIREMENT CORP323 02/11/2022 292957 275.00 EE ROTH CONTRIBUTION 011.0000.2117 ICMA RETIREMENT CORP324 02/11/2022 292958 313.21 4TH QTR 2021-RETIREE ADMIN FEE 010.4099.5136 MISSIONSQUARE RETIREMENT CORP325 02/11/2022 292958 37.68 4TH QTR 2021-RETIREE ADMIN FEE 220.4303.5136 MISSIONSQUARE RETIREMENT CORP326 02/11/2022 292958 6.26 4TH QTR 2021-RETIREE ADMIN FEE 640.4712.5136 MISSIONSQUARE RETIREMENT CORP327 02/11/2022 292958 18.76 4TH QTR 2021-RETIREE ADMIN FEE 010.0000.1111 MISSIONSQUARE RETIREMENT CORP328 02/11/2022 292959 1,246.48 EE PARS CONTRIBUTION 011.0000.2107 US BANK OF CALIFORNIA329 02/11/2022 292959 311.67 ER PARS CONTRIBUTION 011.0000.2107 US BANK OF CALIFORNIA $2,167,681.86 Page 17 of 621 ATTACHMENT 2 . General Fund 338,337.80 5101 Salaries Full time 225,336.95 Streets Fund 17,437.94 5101 Volunteer Employee Retirement - Sewer Fund 6,212.11 5102 Salaries Part-Time - PPT 6,436.32 Water Fund 20,420.31 5103 Salaries Part-Time - TPT 14,109.12 382,408.16 5105 Salaries OverTime 8,751.28 5106 Salaries Strike Team OT - 5107 Salaries Standby 1,674.80 5108 Holiday Pay 6,280.66 5109 Sick Pay 1,427.15 Administrative Services - 5110 Annual Leave Buyback - Information Services - 5111 Vacation Buyback - Community Development - 5112 Sick Leave Buyback - Police 7,718.86 5113 Vacation Pay 5,682.94 Public Works - Maintenance 235.76 5114 Comp Pay 1,410.53 Public Works - Enterprise 796.66 5115 Annual Leave Pay 3,526.02 Recreation - Administration - 5116 Salaries - Police FTO - Recreation - Special Events - 5121 PERS Retirement 30,225.67 Children In Motion - 5122 Social Security 19,399.21 8,751.28 5123 PARS Retirement 311.67 5126 State Disability Ins. 924.43 5127 Deferred Compensation 741.66 5131 Health Insurance 49,291.00 5132 Dental Insurance 3,025.50 5133 Vision Insurance 792.20 5134 Life Insurance 374.53 5135 Long Term Disability 631.49 5137 Leave Payouts - 5142 Unemployment Insurance - 5143 Uniform Allowance - 5144 Car Allowance 837.50 5146 Council Expense - 5147 Employee Assistance - 5148 Boot Allowance - 5149 Motor Pay 70.03 5150 Bi-Lingual Pay 150.00 5151 Cell Phone Allowance 997.50 382,408.16 OVERTIME BY DEPARTMENT: Total FCFA payroll cost for this period is $178,524.66. FCFA payroll and accounts payable expenditures are processed as part of the JPA financial services agreement between Arroyo Grande, Grover Beach and Oceano Community Services District. Arroyo Grande's portion of the FCFA annual budget is identified in the contractual services budget. CITY OF ARROYO GRANDE DEPARTMENTAL LABOR DISTRIBUTION PAY PERIOD 01/21/2022 - 02/03/2022 2/11/2022 BY FUND BY ACCOUNT Page 18 of 621 Item 8.b. MEMORANDUM TO: City Council FROM: Nicole Valentine, Administrative Services Director BY: Lynda Horejsi, Accounting Manager SUBJECT: Consideration of Statement of Investment Deposits DATE: March 8, 2022 SUMMARY OF ACTION: Presentation of the City’s investment deposits as of January 31, 2022. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: There is no funding impact to the City related to these reports. However, the City does receive interest revenue based on the interest rate of the investments. No or minimal future staff time is projected. RECOMMENDATION: Receive and file the attached report listing investment deposits of the City of Arroyo Grande as of January 31, 2022, as required by Government Code Section 53646(b). BACKGROUND: The Administrative Services department has historically submitted to the City Council a monthly report, providing the following information: 1. Type of investment. 2. Financial institution (bank, savings and loan, broker, etc). 3. Date of maturity. 4. Principal amount. 5. Rate of interest. 6. Current market value for all securities having a maturity of more than 12 months. 7. Relationship of the monthly report to the annual statement of investment policy. Page 19 of 621 Item 8.b. City Council Consideration of Statement of Investment Deposits March 8, 2022 Page 2 ANALYSIS OF ISSUES: This report represents the City’s investments as of January 31, 2022. It includes all investments managed by the City, the investment institution, investment type, book value, maturity date, and rate of interest. As of January 31, 2022, the investment portfolio was in compliance with all State laws and the City’s investment policy. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Recommended Alternative - Approve staff’s recommendation to receive and file the attached report listing the investment deposits; 2. Do not approve staff’s recommendation; or 3. Provide other direction to staff. ADVANTAGES: Safety of principal is the foremost objective of the City. Investments are undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. DISADVANTAGES: Some level of risk is present in any investment transaction. Losses could be incurred due to market price changes, technical cash flow complications such as the need to withdraw a non-negotiable Time Certificate of Deposit early, or even the default of an issuer. To minimize such risks, diversifications of the investment portfolio by institution and by investment instruments are being used as much as is practical and prudent. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. Portfolio Summary: January 31, 2022 Page 20 of 621 ATTACHMENT 1City of Arroyo Grande300 E. Branch St.Arroyo Grande, CA 93420Phone: (805) 473-5400CITY OF ARROYO GRANDEPortfolio ManagementPortfolio SummaryJanuary 31, 2022Investments Principal ValueCurrent Market Value Interest Rate Date of PurchaseTerm Maturity Date% of PortfolioLocal Agency Investment Fund9,092,511.47$ 9,087,279.97$ 0.234%40.606%Certificates of DepositPacific Premier Bank 106,619.15 106,619.15 0.200% February 21, 2021 12 mos February 21, 2022 0.476%Texas Exchange Bank 248,000.00 248,000.00 1.000% March 25, 2020 24 mos March 25, 2022 1.108%CIT Bank NA 248,000.00 248,000.00 1.050% March 28, 2020 24 mos March 28, 2022 1.108%Firstbank Puerto Rico 249,000.00 249,000.00 1.700% October 25, 2019 30 mos April 25, 2022 1.112%Ally Bank 247,000.00 247,000.00 2.150% July 22, 2019 36 mos July 22, 2022 1.103%TIAA FSB Jacksonville247,000.00 247,000.00 2.100% July 12, 2019 36 mos July 12, 2022 1.103%Sallie Mae Bank/Salt Lake 247,000.00 247,000.00 1.900% October 3, 2019 36 mos October 3, 2022 1.103%Eaglebank Bethesda Maryland 249,000.00 249,000.00 1.850% October 4, 2019 36 mos October 4, 2022 1.112%Goldman Sachs Bank USA 247,000.00 247,000.00 1.850% October 24, 2019 36 mos October 24, 2022 1.103%1st Security Bank Washington 249,000.00 249,000.00 1.700% October 4, 2019 42 mos April 4, 2023 1.112%Morgan Stanley Private Bank 247,000.00 247,000.00 2.250% July 11, 2019 45 mos July 11, 2023 1.103%Merrick Bank 249,000.00 249,000.00 1.800% October 16, 2019 48 mos October 16, 2023 1.112%BMW Bank North America 249,000.00 249,000.00 0.500% July 16, 2021 36 mos July 16, 2024 1.112%Enerbank USA 247,000.00 247,000.00 1.850% October 25, 2019 60 mos October 25, 2024 1.103%Flagstar Bank 245,000.00 245,000.00 0.850% May 15, 2020 60 mos May 15, 2025 1.094%New York Community Bank 249,000.00 249,000.00 0.550% July 1, 2021 48 mos July 1, 2025 1.112%UBS Bank USA 249,000.00 249,000.00 0.900% July 21, 2021 60 mos July 21, 2026 1.112%Toyota Financial Savings Bank 248,000.00 248,000.00 0.950% July 22, 2021 60 mos July 22, 2026 1.108%Bank United NA 249,000.00 249,000.00 1.350% December 8, 2021 60 mos December 8, 2026 1.112%Capital One Bank USA 248,000.00 248,000.00 1.250% December 8, 2021 60 mos December 8, 2026 1.108%Total Certificates of Deposit4,817,619.15 4,817,619.15 21.515%Agency BondsFederal Farm Credit Bank 2,500,000.00 2,523,662.50 1.600% November 1, 2019 48 mos November 1, 2023 11.165%Federal Farm Credit Bank 1,999,314.00 1,958,706.00 0.350% December 4, 2020 42 mos May 16, 2024 8.929%Federal Farm Credit Bank 998,431.00 970,565.00 0.430% March 17, 2021 48 mos March 3, 2025 4.459%Federal Natl Mortgage Assn 1,000,000.00 963,689.00 0.500% October 20, 2020 60 mos October 20, 2025 4.466%Federal Home Loan Bank 999,500.00 963,505.00 0.800% March 17, 2021 60 mos March 10, 2026 4.464%Total Agency Bonds7,497,245.00 7,380,127.50 33.482%Treasury ObligationsU.S. Treasury Z-2026 Series 984,728.00 964,728.00 1.100% December 6, 2021 53 mos May 31, 2026 4.398%Total Agency Bonds984,728.00 964,728.00 4.398%TOTAL INVESTMENTS22,392,103.62$ 22,249,754.62$ 100.000%Page 21 of 621 1 Item 8.c. ACTION MINUTES SPECIAL MEETING OF THE CITY COUNCIL February 22, 2022, 5:30 p.m. Zoom Virtual Meeting Webinar ID: 832 5584 8846 ByTelephone: 1-669-900-6833; 1-346-248-7799 Council Members Present: Mayor Ray Russom, Council Member Paulding, Council Member Barneich, Council Member Storton, Mayor Pro Tem George Staff Present: City Clerk Jessica Matson, City Attorney Timothy Carmel, City Manager Whitney McDonald, Assistant City Manager/Public Works Director Bill Robeson Given the recent increase in COVID-19 cases in San Luis Obispo County, and in compliance with Assembly Bill (AB) 361, which allows for a deviation of teleconference rules required by the Ralph M. Brown Act, this meeting was held by teleconference. _____________________________________________________________________ 1. CALL TO ORDER Mayor Ray Russom called the Special City Council Meeting to order at 5:31 p.m. 2. ROLL CALL City Clerk Matson performed roll call. 3. FLAG SALUTE Mayor Ray Russom led the flag salute. 4. PUBLIC COMMENT ON CLOSED SESSION ITEMS Mayor Ray Russom invited public comment. No public comments were received. 5. CLOSED SESSION a) CONFERENCE WITH REAL PROPERTY NEGOTIATORS pursuant to Government Code Section 54956.8: Page 22 of 621 2 Item 8.c. Property: 400 West Branch Street Agency negotiators: Whitney McDonald, City Manager; Bill Robeson, Assistant City Manager/Public Works Director Negotiating parties: Dev Patel, on behalf of Kamla Hotels Under negotiation: Price and terms of payment City Attorney Carmel announced that there was no reportable action. 6. ADJOURNMENT There being no further business to come before the City Council, Mayor Ray Russom adjourned the meeting at 5:54 p.m _________________________ Caren Ray Russom, Mayor ATTEST _________________________ Jessica Matson, City Clerk Page 23 of 621 1 Item 8.c. ACTION MINUTES REGULAR MEETING OF THE CITY COUNCIL February 22, 2022, 6:00 p.m. Zoom Virtual Meeting Webinar ID: 832 5584 8846 ByTelephone: 1-669-900-6833; 1-346-248-7799 Council Members Present: Mayor Ray Russom, Mayor Pro Tem George, Council Member Barneich, Council Member Paulding, Council Member Storton Staff Present: City Clerk Jessica Matson, City Attorney Timothy Carmel, City Manager Whitney McDonald, Assistant City Manager/Public Works Director Bill Robeson, Administrative Services Director Nicole Valentine, Community Development Director Brian Pedrotti, Chief of Police Michael Martinez, Five Cities Fire Chief Steve Lieberman, City Engineer Robin Dickerson Given the recent increase in COVID-19 cases in San Luis Obispo County, and in compliance with Assembly Bill (AB) 361, which allows for a deviation of teleconference rules required by the Ralph M. Brown Act, this meeting was held by teleconference. _____________________________________________________________________ 1. CALL TO ORDER Mayor Ray Russom called the City Council Meeting to order at 6:00 p.m. 2. ROLL CALL City Clerk Matson took roll call. 3. MOMENT OF REFLECTION 4. FLAG SALUTE Council Member Storton led the flag salute. 5. AGENDA REVIEW Page 24 of 621 2 Item 8.c. 5.a Closed Session Announcements The City Attorney will announce reportable actions taken, if any, from the Special Meeting of February 22, 2022: a) CONFERENCE WITH REAL PROPERTY NEGOTIATORS pursuant to Government Code Section 54956.8: Property: 400 West Branch Street Agency negotiators: Whitney McDonald, City Manager; Bill Robeson, Assistant City Manager/Public Works Director Negotiating parties: Dev Patel, on behalf of Kamla Hotels Under negotiation: Price and terms of payment City Attorney Carmel announced that there was no reportable action. 5.b Ordinances read in title only None. 6. SPECIAL PRESENTATIONS 6.a Update Regarding Countywide COVID-19 Efforts City Manager McDonald provided a brief update on COVID-19 and announced that the City Council and advisory bodies will be resuming in-person meetings on March 8, 2022. Mayor Ray Russom invited public comment. No public comments were received. No action was taken on this item. 6.b City Manager Communications City Manager McDonald provided information regarding upcoming items for Council consideration, and announced that the Recreation Department is hosting a "meet the machines" event which will allow the public to get a closer look at a variety of large machines. Mayor Ray Russom invited public comment. No public comments were received. No action was taken on this item. 6.c Annual Presentation from Central Coast Community Energy (CCCE) Susan Davison, representing Central Coast Community Energy, provided a presentation on the Annual Member Agency Update. Ms. Davison responded to questions from Council. 7. COMMUNITY COMMENTS AND SUGGESTIONS Mayor Ray Russom invited public comment. No public comments were received. Page 25 of 621 3 Item 8.c. 8. CONSENT AGENDA Mayor Ray Russom asked the Council if there were any questions or any items to be pulled from the consent agenda for further discussion. There were none. Staff responded to questions from Council regarding Item 8.j. Mayor Ray Russom invited public comment. No public comments were received. Moved by Council Member Barneich Seconded by Council Member Storton Approve Consent Agenda Items 8.a. through 8.k., with the recommended courses of action. AYES (5): Mayor Ray Russom, Council Member Paulding, Council Member Barneich, Council Member Storton, and Mayor Pro Tem George Passed (5 to 0) 8.a Consideration of Cash Disbursement Ratification Ratified the listing of cash disbursements for the period of January 16 through January 31, 2022. 8.b Consideration of Fiscal Year 2021-22 Mid-Year Financial Status Report and Request to Approve One Budget Adjustment Request Received, considered, and filed the FY 2021-22 Mid-Year Financial Status Report; and approve one Budget Adjustment Request in the amount of $27,550 for the addition of an Associate Engineer position in the Public Works Department. 8.c Consideration of Adoption of a Resolution Declaring a Continued Local Emergency Related to the Coronavirus (COVID-19) Pandemic Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DECLARING A CONTINUED LOCAL EMERGENCY RELATED TO THE CORONAVIRUS (COVID-19) PANDEMIC". 8.d Consideration of a Resolution Authorizing the Continuance of Remote Teleconference Meetings of the Legislative Bodies of the City of Arroyo Grande Pursuant to Government Code Section 54953(e)(3) Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE AUTHORIZING THE CONTINUANCE OF REMOTE TELECONFERENCE MEETINGS OF THE LEGISLATIVE BODIES OF THE CITY OF ARROYO GRANDE PURSUANT GOVERNMENT CODE SECTION 54953(e)". 8.e Consideration of Approval of Minutes Approved the minutes of the Regular City Council Meeting of February 8, 2022, as submitted. Page 26 of 621 4 Item 8.c. 8.f Consideration of Adoption of a Resolution Adopting and Authorizing Submittal of a Notification of Intent to Comply in Accordance with SB 619 to CalRecycle Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE ADOPTING AND AUTHORIZING SUBMITTAL OF A NOTIFICATION OF INTENT TO COMPLY IN ACCORDANCE WITH SB 619 TO CALRECYLE". 8.g Consideration of Adoption of a Resolution Pursuant to Public Contract Code Section 22050 Determining to Continue Work Under Emergency Contracts for the Storm Drain System at 251 East Grand Avenue Project, PW 2021-12 Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DETERMINING A NEED TO CONTINUE WORK UNDER EMERGENCY CONTRACTS TO REPAIR THE STORM DRAIN SYSTEM AT 251 EAST GRAND AVENUE". 8.h Consideration of Resolution Accepting an Offer of Dedication for Street, Drainage, Slope and Public Utility Easements Per Parcel Map AG PM 06-0004 and Acceptance of Castillo Del Mar Extension Project Improvements, PW 2021-05 Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE, RESCINDING REJECTION AND ACCEPTING AN OFFER OF DEDICATION FOR STREET, DRAINAGE, SLOPE AND PUBLIC UTILITY EASEMENTS AND PUBLIC IMPROVEMENTS FOR CASTILLO DEL MAR AS SHOWN ON PARCEL MAP AG PM 06-0004 AND CONSTRUCTED BY JJ FISHER CONSTRUCTION, INC."; and directed staff to file a Notice of Completion, and authorized release of retention, thirty-five (35) days after the Notice of Completion has been recorded, if no liens have been filed. 8.i Consideration of a Resolution Approving an Updated Freeway Maintenance Agreement with the State of California for the Portion of State Highway Route (SR) 101 within the City of Arroyo Grande Adopted a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE APPROVING A FREEWAY MAINTENANCE AGREEMENT FOR THE PORTION OF STATE HIGHWAY ROUTE 101 WITHIN THE CITY OF ARROYO GRANDE AND APPOINTING THE MAYOR AS THE OFFICIAL REPRESENTATIVE AUTHORIZED TO SIGN THE FREEWAY MAINTENANCE AGREEMENT"; and directed the City Clerk to forward the Resolution, Freeway Maintenance Agreement, and Letter of Self Insurance to the California Department of Transportation (Caltrans). 8.j Consideration of Rejection of All Bids or Awarding a Contract for the Base Bid and Additive Alternative for Construction of the Swinging Bridge Retrofit Project, PW 2021- 06, and Appropriation of Funds from the Sales Tax Fund Balance Rejected all bids and directed staff to solicit new bids after modifications are made to the construction documents for the Swinging Bridge Retrofit Project (PW2021-06). 8.k Monthly Water Supply and Demand Update Received and filed the monthly Water Supply and Demand Report. Page 27 of 621 5 Item 8.c. 9. PUBLIC HEARINGS 9.a Public Hearing on the Creation of a District-Based Election System and Consideration of Draft District Maps City Clerk Matson introduced the item and Daniel Phillips, National Demographics Corporation, provided an overview of the districting process, and discussed the legal requirements for drawing districts and how the maps were analyzed. Staff responded to questions from Council. Council discussion ensued regarding district boundaries and election sequencing. Mayor Ray Russom opened the public hearing. Upon hearing no public comments, Mayor Ray Russom closed the public hearing. Council Member Paulding provided comments and stated his preferred maps are 903 Mod, 202 Mod, and 902. Council Member Barneich provided comments and stated her preferred maps are 202 Mod, 903 Mod, and 902. Council Member Storton provided comments and stated his preferred maps are 903 Mod and 202 Mod. Mayor Pro Tem George provided comments and stated her preferred maps are 903 Mod, 202 Mod, and 902 Mod. Mayor Ray Russom provided comments and stated her preferred maps are 202 Mod and 903 Mod. Council concurred to bring back maps 202 Mod, 902, 902 Mod, and 903 Mod for further consideration and to discuss election sequencing after choosing a map at the next public hearing on March 8, 2022. Moved by Mayor Ray Russom Seconded by Mayor Pro Tem George 1) Receive a report from the consultant and staff on the districting process and outreach efforts; 2) Conduct a public hearing to consider draft maps; 3) Provide direction on which maps should be considered for final selection at the next Public Hearing; and 4) Provide direction on a proposed election sequence. AYES (5): Mayor Ray Russom, Council Member Paulding, Council Member Barneich, Council Member Storton, and Mayor Pro Tem George Passed (5 to 0) Mayor Ray Russom requested to hear item 11.a. before item 10.a. Council Member Barneich concurred. Mayor Ray Russom called for a brief break at 8:52 p.m. The Council reconvened at 8:57 p.m. Page 28 of 621 6 Item 8.c. 11. NEW BUSINESS 11.a Discussion Regarding Municipal Code Requirements Related to the Sale and Discharge of Class C (“Safe and Sane”) Fireworks City Manager McDonald presented the staff report, and Five Cities Fire Chief Lieberman and Police Chief Michael Martinez presented statistics on calls for service related to fireworks. Staff responded to questions from Council. Mayor Ray Russom invited public comment. Speaking from the public was Dennis Revell. No further public comments were received. Council discussion ensued regarding modifications to the Fireworks Ordinance related to prohibiting fireworks or making adjustments to the time the discharge of fireworks is allowed and the current administrative fee for violations of the Ordinance. Moved by Mayor Pro Tem George Seconded by Mayor Ray Russom Direct staff to make changes to the Arroyo Grande Municipal Code Section 8.08 related to the sale and discharge of Class C ("Safe and Sane") fireworks with modifications to include standardized fireworks booth management and sales, and time of sales and use, and a $1,000 administrative fine for illegal use of fireworks. AYES (3): Mayor Ray Russom, Council Member Paulding, and Mayor Pro Tem George NOES (2): Council Member Barneich, and Council Member Storton Passed (3 to 2) 10. OLD BUSINESS 10.a Receive an Update on Progress Toward Council Goals and Priorities for Fiscal Year 2021- 22 City Manager McDonald provided an overview of Council goals and priorities and responded to questions from Council. Mayor Ray Russom invited public comment. No public comments were received. No action was taken on this item. The report was received and filed. 12. CITY COUNCIL REPORTS 12.a MAYOR RAY RUSSOM: 1. California Joint Powers Insurance Authority (CJPIA) 2. City Selection Committee Page 29 of 621 7 Item 8.c. 3. South San Luis Obispo County Sanitation District (SSLOCSD) 4. Tourism Business Improvement District Advisory Board 5. Other 12.b MAYOR PRO TEM GEORGE: 1. County Water Resources Advisory Committee (WRAC) 2. Visit SLO CAL Advisory Board 3. Other 12.c COUNCIL MEMBER BARNEICH: 1. Audit Committee 2. Homeless Services Oversight Council (HSOC) 3. Zone 3 Water Advisory Board 4. Other 12.d COUNCIL MEMBER STORTON: 1. Brisco/Halcyon Interchange Subcommittee 2. Five Cities Fire Authority (FCFA) 3. Integrated Waste Management Authority Board (IWMA) 4. South County Chambers of Commerce Governmental Affairs Committee 5. Other 12.e COUNCIL MEMBER PAULDING: 1. Air Pollution Control District (APCD) 2. Brisco/Halcyon Interchange Subcommittee 3. Council of Governments/Regional Transit Authority/ South County Transit (SLOCOG/SLORTA/SCT) 4. REACH SLO Advisory Commission 5. Other 13. COUNCIL COMMUNICATIONS None. Page 30 of 621 8 Item 8.c. 14. CLOSED SESSION None. 15. ADJOURNMENT There being no further business to come before the City Council, Mayor Ray Russom adjourned the meeting at 10:55 p.m. _________________________ Caren Ray Russom, Mayor ATTEST _________________________ Jessica Matson, City Clerk Page 31 of 621 Item 8.d. MEMORANDUM TO: City Council FROM: Whitney McDonald, City Manager Timothy J. Carmel, City Attorney SUBJECT: Consideration of Adoption of a Resolution Declaring a Continued Local Emergency Related to the Coronavirus (COVID-19) Pandemic DATE: March 8, 2022 SUMMARY OF ACTION: Adoption of the Resolution will continue the declared local emergency related to the COVID-19 pandemic. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: There are no direct fiscal impacts related to the proposed ac tion; however, adoption of the Resolution will facilitate the ability for the City to request resources including financial support and reimbursement from the State Office of Emergency Services and the Federal Emergency Management Agency for costs incurred in preparation and/or response to the COVID-19 pandemic. RECOMMENDATION: Adopt a Resolution declaring a continued local emergency related to the Coronavirus (COVID-19) pandemic. BACKGROUND: As the City Council is aware, in accordance with Section 8.12.060 of the Arroyo Grande Municipal Code, the former City Manager, in his capacity as the Director of Emergency Services, proclaimed a local emergency on March 16, 2020, regarding th e COVID-19 pandemic. The City Council ratified the proclamation at its regular meeting on March 24, 2020, and adopted resolutions declaring a continued local emergency since that time as the pandemic has persisted. ANALYSIS OF ISSUES: Arroyo Grande Municipal Code Section 8.12.065(C) provides that the City Council is to “Review the need for a continuing emergency declaration at regularly scheduled meetings at least every twenty-one (21) days until the emergency is terminated.” Accordingly, the City Council has adopted the appropriate Resolutions declaring a continued local Page 32 of 621 Item 8.d. City Council Consideration of Adoption of a Resolution Declaring a Continued Local Emergency Related to the Coronavirus (COVID-19) Pandemic March 8, 2022 Page 2 emergency related to the coronavirus (COVID-19) pandemic within the required 21-day time period since the ratification of the proclamation at its March 24, 2020 meeting. This item is being presented to the City Council to satisfy the requirements of Section 8.12.065(C). Given the ongoing state of emergency proclaimed by the Governor, the ongoing public health orders issued by the State, and the ongoing work required of City staff to respond to the pandemic and these proclamations and orders, it is recommended that the City Council adopt the Resolution declaring the need to continue the emergency declaration. The San Luis Obispo County (County) Public Health Officer and the County Emergency Services Director terminated the County’s emergency declarations with respect to the COVID-19 pandemic on February 25, 2022. However, a statewide emergency declaration issued by the Governor remains in place related to the pandemic. In light of the ongoing statewide emergency, the ongoing impacts associated with the coronavirus within the Arroyo Grande community and the City organization, it is recommended that the City Council continue the declared local emergency. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Adopt the Resolution declaring the need to continue the declared local emergency; or 2. Provide other direction to staff. ADVANTAGES: Adoption of the Resolution will satisfy the requirement of the Arroyo Grande Municipal Code regarding the periodic review of the declared local emergency related to the COVID- 19 pandemic. DISADVANTAGES: No disadvantages have been identified to adopting the Resolution. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. Proposed Resolution Page 33 of 621 ATTACHMENT 1 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DECLARING A CONTINUED LOCAL EMERGENCY RELATED TO THE CORONAVIRUS (COVID- 19) PANDEMIC WHEREAS, in accordance with Section 8.12.060 of the Arroyo Grande Municipal Code, the former City Manager, in his capacity as the Director of Emergency Services proclaimed a local emergency on March 17, 2020, regarding the COVID-19 pandemic; and WHEREAS, the City Council ratified the emergency proclamation through adoption of Resolution No. 4974 at its regular meeting on March 24, 2020; and WHEREAS, Arroyo Grande Municipal Code Section 8.12.065(C) provides that the City Council is to review the need for a continuing emergency declaration at regularly scheduled meetings at least every twenty-one (21) days until the emergency is terminated; and WHEREAS, the City Council has adopted Resolutions declaring a continued local emergency related to the coronavirus (COVID-19) pandemic on April 14, April 28, May 12, May 26, June 9, June 23, July 14, August 11, August 25, September 8, September 22, October 13, October 27, November 10, November 24, December 8, 2020, January 12, January 26, February 9; February 23; March 9, March 23, April 13, April 27, May 11, May 25, June 8, June 22, July 27, August 10, August 24, September 14, September 28, October 12, October 26, November 9, November 23, December 14, 2021, January 11, January 25, February 8, February 22, and March 8, 2022; and WHEREAS, the Secretary of Health and Human Services Director issued a Determination that a Public Health Emergency Exists and has existed as of January 27, 2020 ; and WHEREAS, the President of the United States declared a State of National Emergency; the Governor of the State of California has proclaimed a State of Emergency for the State of California and issued Executive Orders and direction regarding measures to mitigate the spread of cases of COVID-19 within the State of California and all recitals set forth therein, are included as though fully set forth herein; and WHEREAS, the COVID-19 pandemic continues to spread rapidly worldwide and in the U.S., continuing to present an immediate and significant risk to public health and safety, and resulting in serious illness or death to vulnerable populations, including the elderly and those with underlying health conditions. Page 34 of 621 RESOLUTION NO. PAGE 2 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Arroyo Grande that: 1. All recitals set forth above, are true, correct and incorporated herein. 2. A local emergency is declared to continue to exist throughout the City of Arroyo Grande, and the City has been undertaking, and will continue through termination of this emergency to undertake necessary measures and incur necessary costs, which are directly related to the prevention of the spread of COVID -19 and are taken in furtherance of: the Secretary of Health and Human Services’ determination that a public health emergency has existed sinc e January 27, 2020; the Governor’s Proclamation of a State of Emergency on March 4, 2020; the President of the United States’ Declaration of a National Emergency on March 13, 2020; and related orders and directives. On motion of Council Member _______________________, seconded by Council Member _______________________, and by the following roll call vote, to wit: AYES: NOES: ABSENT: The foregoing Resolution was approved this 8th day of March, 2022. Page 35 of 621 RESOLUTION NO. PAGE 3 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: WHITNEY MCDONALD, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY Page 36 of 621 Item 8.e. MEMORANDUM TO: City Council FROM: Whitney McDonald, City Manager Timothy J. Carmel, City Attorney Steve Lieberman, Five Cities Fire Chief/Executive Officer Michael Martinez, Chief of Police SUBJECT: Consider Introduction of Ordinance Amending Ch. 8.08 of Title 8 of the Arroyo Grande Municipal Code Regarding Sale & Discharge of Class C (“Safe and Sane”) Fireworks & Adoption of Resolution Establishing Fines & Penalties for Illegal Fireworks Violations DATE: March 8, 2022 SUMMARY OF ACTION: The proposed Ordinance would amend the Arroyo Grande Municipal Code (“AGMC”) with regard to the discharge and sale of Class C “safe and sane” fireworks and adopt an administrative fine of $1,000 for possession, manufacture, storage, sale, handling or use or illegal fireworks. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: No financial impact to the City is projected. RECOMMENDATION: It is recommended that the City Council introduce an Ordinance amending the Arroyo Grande Municipal Code Chapter 8.08 relating to the discharge of Class C “safe and sane” fireworks and adopt a Resolution establishing an administrative fine of $1,000 for possession, manufacture, storage, sale, handling or use or illegal fireworks. BACKGROUND: Chapter 8.08 of the Arroyo Grande Municipal Code (AGMC) lays out the City’s current fireworks program, which allows the sale and discharge of fireworks approved by the California Fire Marshall (also known as “safe and sane” fireworks) within the City, subject to certain limitations and requirements. The City’s fireworks program has been discussed by the City Council at various times over the years. Most recently, Municipal Code Section 8.08.100 was revised in 2019 to limit the public discharge of safe and sane fireworks to July 4th only. Following the receipt of renewed questions and concerns from the public regarding the City’s current fireworks program, the City Council directed staff at its Page 37 of 621 Item 8.e. City Council Consider Introduction of Ordinance Amending Ch. 8.08 of Title 8 of the Arroyo Grande Municipal Code Regarding Sale & Discharge of Class C (“Safe and Sane”) Fireworks & Adoption of Resolution Establishing Fines & Penalties for Illegal Fireworks Violations March 8, 2022 Page 2 January 11, 2022 regular meeting to schedule a future agenda item to discuss potential amendments to the City’s current fireworks program. On February 22, 2022, the City Council received a report regarding the status of the City’s fireworks program and discussed potential changes to the City’s Municipal Code to help address concerns regarding the impacts of fireworks within the community and to bring greater consistency with the regulations of the other two agencies within the Five Cities Fire Authority (FCFA). At that time, Council directed that changes to the City’s fireworks program be brought forward for implementation ahead of the 2022 Fourth of July holiday. ANALYSIS OF ISSUES: The provisions contained in Chapter 8.08 of the City’s Municipal Co de (Attachment 1) delineate the conditions under which the sale and discharge of safe and sane fireworks may occur within the City. Sales may occur only at temporary booths permitted by the City’s fire chief, now the FCFA Fire Chief/Executive Officer, operated and maintained by a recognized charitable, civic or patriotic group or organization. Applications for permits to sell fireworks must be filed with the FCFA between March 1 -April 15 each year. The maximum number of permits available each year is limite d to one permit per each three thousand (3,000) residents of the City, resulting in a current total of six (6) available permits at this time. Sales are permitted to occur between noon on June 28th through noon on July 5th. As mentioned above, Municipal Code Section 8.08.100 allows fireworks to be discharged on July 4th only but without specifying the time of day. The result is that safe and sane fireworks may be discharged in the City from 12:00 am through 11:59 pm on July 4th. On February 22, 2022, the City Council directed that certain changes be made to Municipal Code Chapter 8.08, including restricting the time of day that fireworks may be discharged, prohibiting the sale of fireworks past 9:00 pm on July 4 th, changing the location limitations on fireworks stands consistent with other FCFA agency regulations, and establishment of a one thousand dollar ($1,000) fine for the possession, manufacture, storage, sale, handling, or use of illegal fireworks that may be imposed through an administrative citation. The proposed Ordinance provided for introduction addresses each of these Code changes, as described below. The proposed Resolution establishes the $1,000 fine. Discharge of “Safe and Sane Fireworks” Municipal Code Section 8.08.100 currently states, “Discharge of ‘safe and sane fireworks’ may only occur on July 4th in legally permitted locations. No person under eighteen (18) years of age may possess or discharge ‘safe and sane fireworks’ except when under the direct supervision of a person twenty-one (21) years of age or older.” Page 38 of 621 Item 8.e. City Council Consider Introduction of Ordinance Amending Ch. 8.08 of Title 8 of the Arroyo Grande Municipal Code Regarding Sale & Discharge of Class C (“Safe and Sane”) Fireworks & Adoption of Resolution Establishing Fines & Penalties for Illegal Fireworks Violations March 8, 2022 Page 3 The proposed Ordinance reflects the Council’s direction on February 22, 2022 to restrict the discharge of “safe and sane fireworks” to July 4 th only, from the hours of 10 a.m. to 10 p.m. Additionally, the Ordinance now includes a specific prohibition on the possession, manufacture, storage, sale, handling, or use of illegal fireworks. Sale of “Safe and Sane” Fireworks Pursuant to AGMC Section 8.08.070A the sale of “safe and sane” fireworks is currently allowed between noon on June 28th through July 5th at noon. The proposed Ordinance reflects the Council’s direction on February 22, 2022 to restrict the sale of “safe and sane” fireworks from noon on June 28th through July 4th at 9 p.m. Fireworks Stands – Placement AGMC Section 8.08.060A currently states, “No fireworks stands shall be located with fifty (50) feet of any other building, within one hundred (100) feet of a gasoline or other type of flammable fuel pump or storage area, within five hundred (500) feet of another fireworks stand or less than one-eighth of a mile from the city’s boundary with another jurisdiction.” The proposed Ordinance reflects the Council’s direction on February 22, 2022 to modify the location of fireworks stands to thirty (30) feet from any building and five hundred (500) feet from other fireworks stands, consistent with the other FCFA agencies’ regulations. Should the City Council approve revisions to the AGMC, the administrative impacts to the FCFA will be limited in scope. Application forms and supporting documents will be modified to disclose potential changes to the “Arroyo Grande Fireworks Program.” ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Introduce the Ordinance amending Chapter 8.08 related to the sale and discharge of “safe and sane” fireworks and adopt the Resolution establishing the fine; 2. Modify and re-introduce the Ordinance and modify and adopt the Resolution; or 3. Provide other direction to staff. ADVANTAGES: Limiting the number of hours upon which “safe and sane” fireworks may be discharged may reduce the negative effects associated with fireworks. Changing the fines for violations will discourage residents from discharging illegal fireworks. Other proposed changes will help standardize regulations administered by the FCFA among its three member agencies. Page 39 of 621 Item 8.e. City Council Consider Introduction of Ordinance Amending Ch. 8.08 of Title 8 of the Arroyo Grande Municipal Code Regarding Sale & Discharge of Class C (“Safe and Sane”) Fireworks & Adoption of Resolution Establishing Fines & Penalties for Illegal Fireworks Violations March 8, 2022 Page 4 DISADVANTAGES: There are no disadvantages identified to amending the City’s Municipal Code or establishing an increased fine. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. Proposed Ordinance 2. Proposed Resolution Page 40 of 621 ATTACHMENT 1 ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE AMENDING CHAPTER 8.08 OF THE ARROYO GRANDE MUNICIPAL CODE RELATING TO THE DISCHARGE OF “SAFE AND SANE” FIREWORKS WHEREAS, Arroyo Grande Municipal Code Chapter 8.08 of Title 8 regulates the sale and use of “safe and sane” fireworks and establishes a process for the issuance of necessary permits; and WHEREAS, the City Council finds it is the best interest of the City and its residents to amend the fireworks ordinance in order to reduce the hours which “safe and sane” fireworks may be discharged, reduce the number of days “safe and sane” fireworks may be sold, and to modify the construction and placement of fireworks stands. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DOES ORDAIN AS FOLLOWS: SECTION 1. The above recitals and findings are true and correct and are incorporated herein by this reference. SECTION 2. Subsection A of Section 8.08.060 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.060A Fireworks Stands – Construction and Placement No fireworks stands shall be located within thirty (30) feet of any other building, within one hundred (100) feet of a gasoline or other type of flammable fuel pump or storage area, within five hundred (500) feet of another fireworks stand or less than one-eighth of a mile from the city’s boundary with another jurisdiction. SECTION 3. Subsection A of Section 8.08.070 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.070A Sales Fireworks shall not be sold before noon on the twenty-eighth day of June and such sales shall cease at nine p.m. on the fourth day of July. Sales during this time period will be limited to nine a.m. to nine p.m. each day. Any permittee failing to observe these hours designated for sale may have their permit revoked or be ineligible for a permit in subsequent years. Page 41 of 621 ORDINANCE NO. PAGE 2 SECTION 4. Section 8.08.100 of Chapter 8.08 of Title 8 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.100 Public Discharge Discharge of “safe and sane” fireworks may only occur on July 4th from the hours of 10 a.m. through 10 p.m. in legally permitted locations. No person under eighteen (18) years of age may possess or discharge “safe and sane fireworks” except when under the direct supervision of a person twenty-one (21) years of age or older. No fireworks, other than those meeting the definition of “safe and sane” fireworks, may be possessed, manufactured, stored, sold, handled or used within the City. SECTION 5. This Ordinance is exempt from the California Environmental Quality Act in accordance State CEQA Guidelines, Article 18: Statutory Exemptions, Section 15282(h).This section of CEQA provides a statutory exemption for “the adoption of an ordinance regarding second units [accessory dwelling units] in a single -family or multifamily residential zone by a city or county to implement the provisions of Sections 65852.1 and 65852.2 of Government Code as set forth in Section 21080.17 of the Public Resources Code.” The City Clerk shall file a Notice of Exemption from CEQA review in accordance with CEQA Guidelines. SECTION 6. A summary of this Ordinance shall be published in a newspaper published and circulated in the City of Arroyo Grande at least five (5) days prior to the City Council meeting at which the proposed Ordinance is to be adopted. A certified copy of the full text of the proposed Ordinance shall be posted in the office of the City Clerk. Within fifteen (15) days after adoption of the Ordinance, the summary with the names of those City Council members voting for and against the Ordinance shall be published again, and the City Clerk shall post a certified copy of the full text of such adopted Ordinance. SECTION 7. This Ordinance shall take effect and be in full force and effect thir ty (30) days after its passage. SECTION 8. If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed this Ordinance and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional. On motion by Council Member ______, seconded by Council Member _______, and by the following roll call vote to wit: AYES: NOES: ABSENT: the foregoing Ordinance was adopted this ___ day of ___, 2022. Page 42 of 621 ORDINANCE NO. PAGE 3 ___________________________________ CAREN RAY RUSSOM, MAYOR ATTEST: ___________________________________ JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: ________________________________ WHITNEY McDONALD, CITY MANAGER APPROVED AS TO FORM: ___________________________________ TIMOTHY J. CARMEL, CITY ATTORNEY Page 43 of 621 ATTACHMENT 2 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE ESTABLISHING ADMINISTRATIVE FINES AND PENALTIES FOR POSSESSION, MANUFACTURE, STORAGE, SALE, HANDLING OR USE OF ILLEGAL FIREWORKS WHEREAS, Government Code section 53069.4 authorizes a local agency to enact an ordinance to make any violation of any ordinance enacted by the local agency subject to an administrative fine; and WHEREAS, the City of Arroyo Grande has adopted Chapter 1.18 “Administrative Citations” of Title 1 of the Arroyo Grande Municipal Code (AGMC), which provides that a violation of any provision of the AGMC or any other ordinance of the City may be subject to an administrative fine, and has also adopted Resolution No. 5015, which sets forth administrative fines and penalties for violations of the AGMC; and WHEREAS, AGMC Section 1.16.010 provides that violations of the AGMC constitute a misdemeanor, except for those specifically declared to be an infraction, and AGMC Section 8.08.110 relating to violations of Chapter 8.08 – Fireworks, provides that violations are a misdemeanor and subject to fines not to exceed one thousand dollars ($1,000), as well as imprisonment in County jail; and WHEREAS, Government Code Section 36901 provides that “The city legislative body may impose fines, penalties, and forfeitures for violations of ordinances. It may fix the penalty by fine or imprisonment, or both. A fine shall not exceed one thousand dollars ($1,000). Imprisonment shall not exceed six months.”; and WHEREAS, AGMC Section 8.08.100 has been amended to prohibit the possession, manufacture, storage, sale, handling or use of fireworks that do not meet the definition of “safe and sane” fireworks (hereinafter referred to as “illegal fireworks”) within the City; and WHEREAS, Arroyo Grande Municipal Code Section 1.18.080(A) provides that the administrative fines for any violations shall be established by resolution of the City Council, and provides that the amounts of fines may be modified from time to time by a resolution of the City Council; and WHEREAS, the use of illegal fireworks creates a substantial fire hazard, especially given the serious drought conditions that exist in the City, and therefore, the City Council has determined that a significant fine in the amount of $1000 is appropriate for violation of prohibitions in the AGMC relating to illegal fireworks. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Arroyo Grande as follows: Page 44 of 621 RESOLUTION NO. PAGE 2 1. The recitals set forth herein are true, correct and incorporated herein by this reference. 2. Violations of AGMC Section 8.08.100 for the possession, manufacture, storage, sale, handling or use of illegal fireworks shall be punishable by an administrative fine of one thousand dollars ($1,000). 3. Failure to pay administrative fines within the time period set forth in any administrative citation shall result in the imposition of a late penalty in the amount of ten percent (10%) of the administrative fine. 4. Upon a failure of the person liable therefore to pay any administrative fine and late penalty within sixty (60) days of issuance of the administrative citation on which the fine and late penalties were imposed, interest shall begin to accrue on the fine at seven percent (7%) per year, compounded, from that sixtieth (60th) day until the fine and late penalty are paid. 5. This Resolution shall be effective immediately upon its adoption. On motion by Council Member _________, seconded by Council Member _______, and on the following roll call vote, to wit: AYES: NOES: ABSENT: The foregoing Resolution was passed and adopted this 8th day of March, 2022. Page 45 of 621 RESOLUTION NO. PAGE 3 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: _________________________________ WHITNEY MCDONALD, CITY MANAGER APPROVED AS TO FORM: ___________________________________ TIMOTHY J. CARMEL, CITY ATTORNEY Page 46 of 621 MEMORANDUM TO: CITY COUNCIL FROM: Whitney McDonald, City Manager By: Sarah Lansburgh, Deputy City Clerk/Communications Coordinator SUBJECT: Supplemental Information Agenda Item 8.e. – Consider Introduction of Ordinance Amending Ch. 8.08 of Title 8 of the Arroyo Grande Municipal Code Regarding Sale & Discharge of Class C (“Safe and Sane”) Fireworks & Adoption of Resolution Establishing Fines & Penalties for Illegal Fireworks Violations DATE: March 4, 2022 Following publication of the March 8, 2022 City Council Meeting agenda, it was discovered that the proposed Ordinance included in Item 8.e. mistakenly included a proposed revision to the distance limitation between fireworks stands. The current Arroyo Grande Municipal Code section 8.08.060.A states: No fireworks stands shall be located within fifty (50) feet of any other building, within one hundred (100) feet of a gasoline or other type of flammable fuel pump or storage area, within five hundred (500) feet of another fireworks stand or less than one-eighth of a mile from the city's boundary with another jurisdiction. The proposed Ordinance included with the published staff report mistakenly replaced the reference to “five hundred (500) feet” with “thirty (30) feet.” The proposed Ordinance has now been updated to reflect the direction of the City Council provided during its February 22, 2022 regular meeting that retained the original distance requirement between fireworks stands but modified the distance requirement for fireworks stands from other buildings from fifty (50) feet to thirty (30) feet . Section 2 of the proposed Ordinance has been updated as follows: SECTION 2. Subsection A of Section 8.08.060 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.060A Fireworks Stands – Construction and Placement No fireworks stands shall be located within thirty (30) feet of any other building, within one hundred (100) feet of a gasoline or other Page 47 of 621 type of flammable fuel pump or storage area, within five hundred (500) feet of another fireworks stand or less than one-eighth of a mile from the city’s boundary with another jurisdiction.” It is recommended that the attached revised Ordinance be introduced as part of Item 8.e. cc: City Manager Five Cities Fire Chief/Executive Officer Chief of Police City Attorney City Clerk City Website (or public review binder) Page 48 of 621 ATTACHMENT 1 ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE AMENDING CHAPTER 8.08 OF THE ARROYO GRANDE MUNICIPAL CODE RELATING TO THE DISCHARGE OF “SAFE AND SANE” FIREWORKS WHEREAS, Arroyo Grande Municipal Code Chapter 8.08 of Title 8 regulates the sale and use of “safe and sane” fireworks and establishes a process for the issuance of necessary permits; and WHEREAS, the City Council finds it is the best interest of the City and its residents to amend the fireworks ordinance in order to reduce the hours which “safe and sane” fireworks may be discharged, reduce the number of days “safe and sane” fireworks may be sold, and to modify the construction and placement of fireworks stands. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DOES ORDAIN AS FOLLOWS: SECTION 1. The above recitals and findings are true and correct and are incorporated herein by this reference. SECTION 2. Subsection A of Section 8.08.060 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.060A Fireworks Stands – Construction and Placement No fireworks stands shall be located within thirty (30) feet of any other building, within one hundred (100) feet of a gasoline or other type of flammable fuel pump or storage area, within five hundred (500) feet of another fireworks stand or less than one-eighth of a mile from the city’s boundary with another jurisdiction. SECTION 3. Subsection A of Section 8.08.070 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.070A Sales Fireworks shall not be sold before noon on the twenty-eighth day of June and such sales shall cease at nine p.m. on the fourth day of July. Sales during this time period will be limited to nine a.m. to nine p.m. each day. Any permittee failing to observe these hours designated for sale may have their permit revoked or be ineligible for a permit in subsequent years. Page 49 of 621 ORDINANCE NO. PAGE 2 SECTION 4. Section 8.08.100 of Chapter 8.08 of Title 8 of the Arroyo Grande Municipal Code is hereby amended in its entirety to read as follows: 8.08.100 Public Discharge Discharge of “safe and sane” fireworks may only occur on July 4th from the hours of 10 a.m. through 10 p.m. in legally permitted locations. No person under eighteen (18) years of age may possess or discharge “safe and sane fireworks” except when under the direct supervision of a person twenty-one (21) years of age or older. No fireworks, other than those meeting the definition of “safe and sane” fireworks, may be possessed, manufactured, stored, sold, handled or used within the City. SECTION 5. This Ordinance is exempt from the California Environmental Quality Act in accordance State CEQA Guidelines, Article 18: Statutory Exemptions, Section 15282(h).This section of CEQA provides a statutory exemption for “the adoption of an ordinance regarding second units [accessory dwelling units] in a single-family or multifamily residential zone by a city or county to implement the provisions of Sections 65852.1 and 65852.2 of Government Code as set forth in Section 21080.17 of the Public Resources Code.” The City Clerk shall file a Notice of Exemption from CEQA review in accordance with CEQA Guidelines. SECTION 6. A summary of this Ordinance shall be published in a newspaper published and circulated in the City of Arroyo Grande at least five (5) days prior to the City Council meeting at which the proposed Ordinance is to be adopted. A certified copy of the full text of the proposed Ordinance shall be posted in the office of the City Clerk. Within fifteen (15) days after adoption of the Ordinance, the summary with the names of those City Council members voting for and against the Ordinance shall be published again, and the City Clerk shall post a certified copy of the full text of such adopted Ordinance. SECTION 7. This Ordinance shall take effect and be in full force and effect thirty (30) days after its passage. SECTION 8. If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed this Ordinance and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional. On motion by Council Member ______, seconded by Council Member _______, and by the following roll call vote to wit: AYES: NOES: ABSENT: the foregoing Ordinance was adopted this ___ day of ___, 2022. Page 50 of 621 ORDINANCE NO. PAGE 3 ___________________________________ CAREN RAY RUSSOM, MAYOR ATTEST: ___________________________________ JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: ________________________________ WHITNEY McDONALD, CITY MANAGER APPROVED AS TO FORM: ___________________________________ TIMOTHY J. CARMEL, CITY ATTORNEY Page 51 of 621 Item 8.f. MEMORANDUM TO: City Council FROM: Brian Pedrotti, Community Development Director BY: Andrew Perez, Acting Planning Manager SUBJECT: Consideration of the 2021 General Plan Annual Report DATE: March 8, 2022 SUMMARY OF ACTION: The General Plan Annual Report is an informational document identifying work completed in the previous year to implement the City’s General Plan. It is an informational document only and once received and filed by the City Council is filed with the Governo r’s Office of Planning and Research and the California Department of Housing and Community Development. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: No financial impact is projected. RECOMMENDATION: It is recommended the City Council review and accept the 2021 General Plan Annual Report (the “Annual Report” or “Report”) and direct staff to forward the Report to the Governor’s Office of Planning and Research and the Department of Housing and Community Development. BACKGROUND: California Government Code Section 65400 requires all cities to file a General Plan Annual Report with the Governor's Office of Planning and Research (OPR). The purpose of the Report is to monitor the City's implementation of the General Plan over time, to help identify statewide trends, document progress in meeting the City’s share of regional housing needs, and inform local decision makers. Prior to submittal to the state, the Annual Report must be presented to the City Council for review and acceptance. Page 52 of 621 Item 8.f. City Council Consideration of the 2021 General Plan Annual Report March 8, 2022 Page 2 The City's General Plan was adopted in October 2001. A number of activities have been undertaken that implement the goals and policies of the General Plan since that time, including implementation of the optional elements adopted by the City. Planning Commission The Annual Report was presented to the Planning Commission at its meeting on March 1, 2022. The Planning Commission recommended that the report be submitted to the City Council for final acceptance. ANALYSIS OF ISSUES: The Annual Report provides an overview of the activities completed or undertaken during 2021 to implement or update the General Plan. During the 2021 calendar year, amendments to two (2) General Plan elements were adopted. Adopted by City Council on January 26, 2021, the Housing Element was deemed i n compliance with State Housing Element Law by the State Department of Housing and Community Development on May 5, 2021. The Housing Element established policies and programs to meet the City’s 6th cycle Regional Housing Needs Allocation of 692 units. An important element in achieving the housing goals is creation of accessory dwelling units (ADUs). Housing Element Program A.2-1 encourages ADU development through updates to the ADU Ordinance and execution of the pre-approved ADU plan program. Community Development staff obtained comments and direction about the ADU Ordinance from City Council on February 8, 2022. Revisions to the draft Ordinance are anticipated to return to Council for consideration later this Spring. The pre-approved ADU plan program, a regional effort with the cities of Atascadero, Grover Beach, and Morro Bay, is underway and expected to be completed later this year. Council also adopted an update to the Circulation Element on June 22, 2021. The adopted Element includes updated policies for traffic management and analysis, parking, and safety. These policies bring the Circulation Element into compliance with recent legislative directives, such as The Complete Streets Act (AB 1358), Global Warming Solutions Act (AB 32), and The Sustainable Communities and Climate Protection Act (SB 375). Additionally, Multimodal Transportation Impact Study Guidelines were adopted, which establish a comprehensive, clear and consistent standard for analysis for all development projects within the City. The City’s Annual Report is formatted into two (2) sections:  Section 1: Introduction, including the legal requirements of the Annual Report and status of the adopted Elements of the General Plan; and  Section 2: Summary of Activity for 2021. Page 53 of 621 Item 8.f. City Council Consideration of the 2021 General Plan Annual Report March 8, 2022 Page 3 ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Accept the 2021 General Plan Annual Report and direct staff to forward the Report to OPR and HCD; or 2. Do not accept the 2021 General Plan Annual Report and provide direction to staff regarding modifications to the Report; or 3. Provide other direction to staff. ADVANTAGES: The City will be providing the State with data in compliance with the California Government Code. DISADVANTAGES: There are no disadvantages identified with filing the Annual Report. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. 2021 General Plan Annual Report Page 54 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 1 ATTACHMENT 1 General Plan Annual Report 2021 Page 55 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 2 CITY OF ARROYO GRANDE City Council Caren Ray Russom, Mayor Lan George, Mayor Pro Tem Kristen Barneich Keith Storton Jimmy Paulding Planning Commission Glenn Martin, Chair Frank Schiro, Vice Chair Jamie Maraviglia Jim Guthrie Kevin Buchanan Community Development Department Whitney McDonald, City Manager Bill Robeson, Assistant City Manager Brian Pedrotti, Community Development Director Andrew Perez, Associate Planner Patrick Holub, Assistant Planner Contact Information City of Arroyo Grande Community Development Department 300 E. Branch Street Arroyo Grande, CA 93420 Phone: (805) 473-5420 Website www.arroyogrande.org Page 56 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 3 Contents Section 1 - Introduction .................................................................................................................. 4 A. Purpose of the Annual Report ................................................................................................ 4 B. Purpose of the General Plan ................................................................................................... 4 C. Status of the Adopted Elements of the City’s General Plan ................................................... 4 Land Use Element (Adopted October 2001) ............................................................................... 6 Circulation Element (Adopted June 2021) .................................................................................. 6 Housing Element (Adopted January 2021) ................................................................................. 7 Agriculture, Conservation, and Open Space Element (Adopted October 2001, Amended June 2007)............................................................................................................................................ 8 Safety Element (Adopted October 2001) .................................................................................... 8 Noise Element (Adopted October 2001) ..................................................................................... 8 Economic Development Element (Adopted October 2012) ....................................................... 8 Parks and Recreation Element (Adopted October 2001) ............................................................ 8 Section 2 – Summary of Activity – 2021 ......................................................................................... 9 Planning Commission .................................................................................................................. 9 Building and Life Safety Division ................................................................................................. 9 Planning Division ......................................................................................................................... 9 General Plan Policies and Programs .......................................................................................... 10 Appendix A – Housing Element Reporting Forms ......................................................................... 11 Page 57 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 4 Section 1 - Introduction A. Purpose of the Annual Report This report reviews the activities that took place to implement the Arroyo Grande General Plan between January 1, 2021 and December 31, 2021. This report fulfills the requirements of Section 65400 of the California Government Code, which requires the City to file an annual report addressing the status of the General Plan and progress made toward goals and objectives. This annual report provides a means to monitor the success of implementing the General Plan and determine if changes need to be made in the plan or its implementation programs. The City is required to file the annual report with the Office of Planning and Research (OPR), as well as to their legislative bodies. The legislative body for Arroyo Grande is the City Council. B. Purpose of the General Plan The General Plan is the foundational development policy document of the City of Arroyo Grande. It defines the framework by which the physical, economic and human resources of the City are to be managed and utilized over time. The General Plan is available for public review at City Hall and on the City’s website. The General Plan acts to clarify and articulate the intentions of the City with respect to the rights and expectations of the public, property owners, and prospective investors and business interests. C. Status of the Adopted Elements of the City’s General Plan State law requires that the General Plan include seven elements. These mandatory elements must cover the following topics: Land Use, Circulation, Housing, Safety, Noise, Conservation, and Open Space. State law allows the City to adopt any additional general plan elements that the City deems necessary. The City has adopted the Parks and Recreation, Agriculture, and Economic Development Elements as optional elements, which have the same decision making weight as the mandatory elements. Additionally, the elements of the general plan may combine elements as it deems necessary. The City of Arroyo Grande General Plan combines Agriculture, Open Space, and Conservation elements into a single element. The following is a breakdown of the City’s General Plan: Arroyo Grande GP Elements Required GP Elements Examples of Topics Covered Agriculture, Conservation and Open Space Element Agriculture (Optional) Define policy for the protection of significant natural resources, providing the setting or context for urban land use development and incorporated City areas. Conservation Open Space Fringe and Urban Area Land Use Element Land Use Provides for the types, density or intensity, design and distribution of existing and potential City areas. Circulation/Transportation Element Circulation Identifies the street pattern and other circulation infrastructure and transportation Page 58 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 5 Arroyo Grande GP Elements Required GP Elements Examples of Topics Covered systems needed to support the uses identified Land Use Element. Housing Element Housing Identifies and provides an analysis of existing and projected housing needs, an evaluation of housing constraints, a statement of goals, policies, quantifiable objectives and financial resources, and scheduled programs for the preservation, improvement, and development of housing. Safety Element Safety Provides for the protection of lives and property from the adverse effects of natural and man- caused hazards. Noise Element Noise Identifies the sources and outlines policy to protect land uses against adverse noise levels associated with necessary circulation and related activity. Economic Development Element Economic Development (Optional) Defines the objectives, policies and proposals for improved employment, business retention and expansion, and fiscal growth of the community. Park and Recreation Element Parks and Recreation (Optional) Outlines these public facilities and services desired to support the City and area residents, businesses, and visitors’ leisure-time activities. The City’s General Plan was comprehensively updated in October 2001. The City’s last major update of the General plan was completed in January 2017, with the City’s approval of the E. Cherry Avenue Specific Plan project. The following is a list of updates to the General Plan since the document’s adoption: Amendment No. Date Type Project GPA 02-001 November 2003 Land Use Map Parkside Residences GPA 02-002 June 2003 Land Use Map Berry Gardens Subarea 2 GPA 03-001 April 2003 Land Use Map Village Core Extension GPA 03-002 September 2003 Land Use Map Agriculture Designations GPA 03-003 March 2004 AG/C/OS Conversion of Prime Ag Land, Farmworker Housing, and Ag Conservation Easements GPA 04-001 Withdrawn by applicant Land Use Map Alder House GPA 04-002 August 2004 Land Use Map Noyes Road Properties Page 59 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 6 Amendment No. Date Type Project GPA 04-003 March 2005 Housing Element Housing Element Update GPA 06-001 August 2006 Land Use Map Castillo Del Mar GPA 06-002 November 2006 Circ & Parks and Rec Elements Bike and Pedestrian Plan GPA 06-003 November 2007 Land Use Map S. Elm Multi-Family Designation GPA 06-004 February 2007 Land Use Map Sunset Drive GPA 07-001 June 2007 AG/C/OS Creek Protection Policies GPA 07-002 November 2007 Housing Element Affordable Housing Requirements GPA 07-003 Placed on hold due to competing priorities AG/C/OS Conservation Element Update GPA 09-001 September 2009 Land Use Map 2009 Land Use Map Cleanup GPA 09-001B October 2009 Land Use Map Pearwood Annexation GPA 11-001 Withdrawn by applicant Land Use Map Hillcrest GPA 11-002 October 2013 Housing Element 2007-15 Housing Element GPA 12-001 Withdrawn by applicant Land Use Map Alder House GPA 12-002 July 2012 Circulation Element Bicycle and Trails Master Plan GPA 12-003 October 2012 Economic Development 2012 Economic Development Element GPA 14-001 March 2014 Land Use Map Heights at Vista Del Mar Annexation GPA 14-002 October 2015 Land Use Element Courtland/Grand GPA 14-003 March 2016 Housing Element 2014-19 Housing Element GPA 15-001 January 2017 AG/C/OS Creek Map Land Use Map E. Cherry Avenue Specific Plan The following is a brief overview of actions taken in 20 21 relative to each individual Element: Land Use Element (Adopted October 2001) No text amendments to the Land Use Element occurred in 20 21. Circulation Element (Adopted June 2021) City Council adopted a comprehensive update to the City’s Circulation Element on June 22, 2021. The adopted Element includes updated policies for traffic management and analysis, parking, and Page 60 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 7 safety. These policies bring the Circulation Element into compliance with recent legislative directives such as The Complete Streets Act (AB 1358), Global Warming Solutions Act (AB 32), and The Sustainable Communities and Climate Protection Act (SB 375). Additionally, Multimodal Transportation Impact Study Guidelines were adopted, which establish a comprehensive, clear and consistent standard for analysis for all development projects within the City. Housing Element (Adopted January 2021) City Council adopted the Housing Element update on January 26, 2021 . Upon adoption by City Council, the Housing Element was submitted to the State Department of Housing and Community Development for review. On May 5, 2021, HCD found the Housing Element in full compliance with the State Housing Element Law. Another update is not anticipated until the conclusion of this housing cycle in 2028. The City also partnered with the cities of Atascadero, Morro Bay, and Grover Breach to obtain funding from the Regional Early Action Planning grant program to develop pre-approved accessory dwelling unit (ADU) plans. The adopted Housing Element relies heavily on the development of ADUs to meet the City’s Regional Housing Needs Allocation of 692 units. The regional pre-approved ADU plan program will implement programs identified in the 6th cycle Housing Element to meet the City’s housing goals. Table 1 reflects the number of units that were entitled, permitted, and/or finaled in 2021. This is compared to the number of units permitted in 2020. With changes in reporting requirements for the State, future Annual Reports will have comparable data between the current and previous years: Table 1: Entitled, Permitted, & Finaled Units – 2020 vs. 2021 Income Level Entitled Permitted Finaled 2020 2021 2020 2021 2020 2021 Very Low 0 0 0 0 0 0 Low 0 63 0 0 20 0 Moderate 0 0 0 0 0 0 Above Moderate 4 5 54 14 63 25 Total 4 68 54 14 83 25 The year 2021 was the second year of the 6th cycle for purposes of reporting progress towards the Regional Housing Needs Allocation (RHNA). Table 2 reflects the number of units permitted during the first two years of the 6th cycle. Page 61 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 8 Table 2: 6th Cycle Regional Housing Needs Allocation Income Level RHNA by Income Units Permitted 2020 – 2028 Very Low 170 0 Low 107 0 Moderate 124 0 Above Moderate 291 68 Total 692 68 Agriculture, Conservation, and Open Space Element (Adopted October 2001, Amended June 2007) No text amendments to the Agriculture, Conservation, and Open Space Element occurred in 2021. Safety Element (Adopted October 2001) No text amendments to the Safety Element occurred in 2021. Noise Element (Adopted October 2001) No text amendments to the Noise Element occurred in 2021. Economic Development Element (Adopted October 2012) No text amendments to the Economic Development Element occurred in 2021. Parks and Recreation Element (Adopted October 2001) No text or map amendments to the Parks and Recreation Element occurred in 20 21. Page 62 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 9 Section 2 – Summary of Activity – 2021 The City of Arroyo Grande policies and programs identified in the General Plan include tools already in place and used on a day-to-day basis in the City. Some of the various tools available to further the City’s goals and objectives include the City Council’s annual goals and priorities, Budget/Capital Improvement Program, Specific Plans and Master Plans of Development, Zoning and Subdivision Regulations, CDBG Funds, etc. Planning Commission The City of Arroyo Grande Planning Commission is designated as the "Planning Agency", as authorized by Section 65100 of the Government Code. The Commission has the discretionary and advisory responsibilities that are authorized by Chapters 2.18, 16.04, and 16.08 of the Arroyo Grande Municipal Code. During 2021, the Planning Commission took action on the following:  Two (2) General Plan Amendments;  Four (4) Conditional Use Permits;  One (1) Time Extension;  Three (3) Lot Line Adjustments;  Three (3) Appeals;  One (1) Planned Unit Development;  Two (2) Conditional Use Permit Amendments; and  One (1) Development Code Amendment. Building and Life Safety Division The City’s Building and Life Safety Division reviews project plans, issues permits, and provides inspection services for compliance with California's building, fire, mechanical, electrical, plumbing, energy, and disabled access codes, as well as City ordinances. In 2021, the Building Division received 560 building permit applications and issued 479 building permits. During the past year, City building inspectors made 2,507 construction and safety- related inspections associated with building permit activity. The Building Division finaled and completed 291 building permits in the same period. Engineering Division The City’s Engineering Division ensures all construction in the public right-of-way related to land development entitlements comply with adopted codes and engineering standards. Additionally, the Engineering Division, in partnership with the Public Works Department, is responsible for coordinating the implementation of the City’s Stormwater Management Program. In 2021, the Engineering Division received 185 applications for encroachment permits, 8 grading permit applications, and 57 stormwater permit applications for a total of 250 permit applications received. Major work efforts include the Brisco Interchange Project, Traffic Way Bridge rehabilitation and replacement projects, and Circulation Element update. Page 63 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 10 Planning Division The Planning Division assists the community, the City Council, and the Planning Commission in preparing for the City's future growth and development, as well as reviews current development plans for consistency with local ordinances. The Planning Division administers the Development Code and deals with transportation, housing, community facilities, public safety, open space, design, and the use of land. The Planning Division provides support staff to the Planning Commission, Architectural Review Committee, and Downtown Parking Advisory Board. Administrative functions include the scheduling of meetings, preparation of agendas, posting of hearing notices, and preparation of minutes. The Planning Division provides land use analysis, environmental review as required under the California Environmental Quality Act, and prepares staff reports for the aforementioned Commissions and Committees, including the City Council. In 2021, the Planning Division received 115 applications for various land use entitlements (permits), including, land divisions, Conditional Use Permits, Minor Use Permits, and Sign permits. In 2021, the Planning Division spent time working on a number of work items. These work items included:  Update to the Accessory Dwelling Unit Ordinance  Community Service Grant Program  Community Development Block Grant Program  Participation in a regional effort to develop a stock accessory dwelling unit program; and  Participation in the Regional Housing Action Team working group. General Plan Policies and Programs Community Development Department staff is currently working on a number of items specifically related to the General Plan, as referenced above. Prioritized work efforts for the General Plan include the Halcyon Road Complete Streets Plan, and the preparation for a comprehensive General Plan Update scheduled to begin in 2022. Page 64 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 11 Appendix A – Housing Element Reporting Forms Page 65 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 12 Table A Page 66 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 13 Table A2 (Part 1) Page 67 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 14 Table A2 (Part 2) Page 68 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 15 Table A2 (Part 3) Page 69 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 16 Table A2 (Part 4) Page 70 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 17 Table B Page 71 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 18 Table D Page 72 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 19 Page 73 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 20 Page 74 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 21 Page 75 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 22 Page 76 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 23 Page 77 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 24 Page 78 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 25 Page 79 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 26 Page 80 of 621 Arroyo Grande General Plan Annual Report - 2021 Page 27 Summary Page 81 of 621 Item 8.g. MEMORANDUM TO: City Council FROM: Sheridan Bohlken, Recreation Services Director SUBJECT: Consider Approval of Purchase of Pour In Place (PIP) Surfacing and Installation Services Using the Cooperative Purchasing Agreement with Omnia Partners for the Inclusive Playground Replacement Project at Elm Street Park DATE: March 8, 2022 SUMMARY OF ACTION: Approval to purchase Pour In Place surfacing and installation services using the cooperative purchasing agreement with OMNIA Partners for playground surfacing with Play & Park Structures for the Inclusive Elm Street Park Playground Replacement Project. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: The Pour In Place (PIP) surfacing and installation services for the Inclusive Elm Street Playground Replacement Project is anticipated to cost $90,000. The playground PIP expenditures will be funded out of the approved Capital Improvement Program Budget totaling $369,484 for the project in FY 2021-22. The total budget to fund this project is inclusive of the awarded Prop 68 Per Capita Grant Program for $177,952. By purchasing the PIP and installation using the cooperative purchasing agreement with OMNIA Partners, the City will save an anticipated $25,000. RECOMMENDATION: Approve the purchase of PIP surfacing and installation services from Play & Park Structures using the cooperative purchasing agreement with OMNIA Partners for the Inclusive Elm Street Park Playground Replacement Project. BACKGROUND: On June 5, 2018, California voters approved Proposition 68, the “Parks and Water Bond Act of 2018” (Senate Bill 5). The “Per Capita Program,” administered by California State Park’s Office of Grants and Local Services (OGALS), was established through this proposition with the intent of supplementing existing capital outlay expenditures for recreation purposes. Allocations for the Per Capita Program are determined based on the population of cities, counties, or other eligible districts. Under this program, grant Page 82 of 621 Item 8.g. City Council Consider Approval of Purchase of Pour In Place (PIP) Surfacing and Installation Services Using the Cooperative Purchasing Agreement with Omnia Partners for the Inclusive Playground Replacement Project at Elm Street Park March 8, 2022 Page 2 recipients are encouraged to utilize awards to rehabilitate existing infrastructure and to address deficiencies in neighborhoods lacking access to the outdoors. On October 22, 2019, a resolution was adopted authorizing the City Manager to submit a grant application and associated documents for the “Per Capita Program”. On October 26, 2021, a project proposal was presented to the Council for the Inclusive Elm Street Park Playground Replacement Project, and the project, as well as the additional funding required, were approved. On December 2, 2021, the application for the Per Capita Grant Program was approved and signed by the State for $177,952. ANALYSIS OF ISSUES: Play & Park Structures is a member of the OMNIA Partners purchasing cooperative. The City of Arroyo Grande has been a member of OMNIA Partners (formerly known as National IPA & U.S. Communities) since 2007. OMNIA Partners is a cooperative purchasing organization for public sector procurement. The collective buying power provides savings for public agencies nationwide. Cooperative contracts are competitively solicited and publicly awarded. This process reduces product and administrative costs. By purchasing the PIP surfacing and installation services for the Inclusive Elm Street Park Playground Replacement Project with Play & Park Structures through OMNIA Partners, the City not only receives products and services at an estimated cost savings of $25,000 through the procurement process, the City will receive consistency by using the same company for the playground equipment, design and installation of the PIP surfacing. A separate Request for Proposals/Qualifications will be administered for the playground equipment installation and engineering requirements for the project. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Approve the recommendation to purchase PIP surfacing and installation services with Play & Park Structures through OMNIA Partners for the Inclusive Elm Street Playground Replacement Project; 2. Do not approve the recommendation to purchase PIP surfacing and installation services with Play & Park Structures through OMNIA Partners for the approved Inclusive Elm Street Playground Replacement Project; or 3. Provide other staff direction. ADVANTAGES: Approval of the purchase of PIP surfacing and installation services with Play & Park Structures through OMNIA Partners will provide the approved inclusive playground incorporating NatureGrounds, Play-On Technology Promoting Physical Activity, the 7 Principles of Inclusive Playground Design and an Outdoor Adult Fitness Zone, qualifying the playground for four National Demonstration Site accreditations, the first in the nation. Page 83 of 621 Item 8.g. City Council Consider Approval of Purchase of Pour In Place (PIP) Surfacing and Installation Services Using the Cooperative Purchasing Agreement with Omnia Partners for the Inclusive Playground Replacement Project at Elm Street Park March 8, 2022 Page 3 This purchase will include PIP surfacing and installation services for the Inclusive Elm Street Park Playground. Purchasing the PIP surfacing and installation services with Play & Park Structures through OMNIA Partners will save the City an estimated $25,000. DISADVANTAGES: As the proposed purchase agreement will save the City an estimated $25,000 in funding for the approved Inclusive Elm Street Park Playground Replacement Project, there are no disadvantages identified at this time. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. OMNIA Partners Agreement Letter 2. Play & Park Structures Member Agreement with OMNIA Partners 3. Purchasing Agreement with Play & Park for PIP Surfacing and Installation 4. City of Arroyo Grande Per Capita Grant Program Grant Contract Page 84 of 621 840 Crescent Centre Drive, Suite 600 Franklin, TN 37067 August 17, 2021 To Whom It May Concern: The City of Arroyo Grande is a member of OMNIA Partners as of 3/1/2007. The OMNIA Partners Participation Number assigned to City Arroyo Grande is 5143380. Thank you for your participation with OMNIA Partners. Sincerely, Bishop Theroff Manager, Member Services Attachment 1 Page 85 of 621 ITEM 8.g.: Attachment 2 - Play & Park Structures Member Agreement with OMNIA Partners Attachment 2 is available as a link: https://drive.google.com/ file/d/1puLJ3rxu7xH-pZK312dAzPrNbiU3aFK1/view? usp=sharing Page 86 of 621 Play & Park Structures of Central Coast CA 2390 C #170 Los Posas Rd. Camarillo, CA, 93010 Phone: 661-964-7626 Fax: Email: kathy.wiggins@playandpark.com Contact: Kathy Wiggins Elm Street Park City of Arroyo Grande Attn: Sheridan Bohlken 1221 Ash Street Arroyo Grande, CA 93420 Phone: 805-473-5478 sbohlken@arroyogrande.org Quote Number: 821-149202 Quote Date: 2/7/2022 Stock ID Description Quantity Weight Unit Price Amount PIP 5,865 SF OF PIP (PREVAILING WAGE)1 0 $90,000.00 $90,000.00 -5,865 Total Sq ft, varied cfhs and colors - see below 1 = 711 sf, 4' CFH, 50/50 std beige and black, aromatic 2 = 771 sf, 4' CFH, 50/50 std green and black, aromatic 3 = 193 sf, 4' CFH, 50/50 std green and black, aromatic 4 = 1,214 sf, 4' CFH, 50/50 std green and black, aromatic 5 = 2,027 sf, 8' CFH, 50/50 std green and black, aromatic 5a Leaf Design 1 of 2 = 182 sf, 8' CFH, 100% Yellow, aliphatic 5b Leaf Design 2 of 2 = 182 sf, 8' CFH, 100% Orange, aliphatic 6 = 585 sf, 4' CFH, 50/50 std green and black, aromatic Design includes 6 sections of various sized, alternating colors as listed above, and will include (2) large Leaf graphics in area number 5 Leaf graphics will include 100% premium colors with aliphatic binder Based on good job access, Prevailing Wages Borders / Sub base / Site prep BY OTHERS Pricing per National IPA / OMNIA Partners Public Sector Contract #R170303. Please reference contract number on your purchase order made out to Play and Park Structures. Total Weight:0 SubTotal:$90,000.00 Total Amount:$90,000.00 THIS QUOTATION IS SUBJECT TO POLICIES IN THE CURRENT PLAY & PARK STRUCTURES CATALOG AND THE FOLLOWING TERMS AND CONDITIONS. OUR QUOTATION IS BASED ON SHIPMENT OF ALL ITEMS AT ONE TIME TO A SINGLE DESTINATION, UNLESS NOTED, AND CHANGES ARE SUBJECT TO PRICE ADJUSTMENT. PURCHASES IN EXCESS OF $1,000.00 TO BE SUPPORTED BY YOUR WRITTEN PURCHASE ORDER MADE OUT TO PLAY & PARK STRUCTURES, C/O Play & Park Structures of Central Coast CA. Pricing: f.o.b. factory, firm for 30 days from date of quotation. Submittals: our design proposal reflects the spirit and intent of the project plans and specifications. While some variations may exist between our quotation and the project design, the differences do not materially affect the intended use. Play & Park Structures designs and specifications are unique and not intended to be identical in all respects to other manufacturers. We shall submit for review and approval by the owner's representative detailed drawings depicting the equipment to be furnished accompanied by specifications describing materials. Once approved, these drawings and specifications shall constitute the final documents for the project and shall take precedence over all other requirements. Exclusions: unless specifically included, this quotation excludes all site work and landscaping; removal of existing equipment; acceptance of equipment and off-loading; storage of goods prior to installation; equipment assembly and installation; safety surfacing; borders and drainage provisions. ATTACHMENT 3 Page 87 of 621 PPS is not responsible for Permits, Fees, Engineering, unidentified utilities. extremely rocky or hard soils, Dewatering, disposal of hazardous materials, landscaping or irrigation. Price does not include unloading and receiving, security, fencing and portable restroom. Acceptance of quotation: Accepted By (printed): P.O. No: Signature: Date: Title: Phone: Purchase Amount: $90,000.00 E-mail: Order Information Bill to: Ship to: Company: Company: Attn: Attn: Address: Address: City/State/Zip: City/State/Zip: Billing Contact: Jobsite Contact: Billing Phone: Jobsite Phone: Billing Fax: Jobsite Fax: Enter desired color palette name: OR Enter desired color: Uprights () Decks () Accents () Roofs/Tubes () Slides/Panels () Play & Park Structures of Central Coast CA By: Salesperson's signature Salesman's Signature Customer's Signature Page 88 of 621 **.$.!$%#. *+%!.)$,%).#-. .... . !#E ,?DE9)E<<9D9E<$7'(E #E !#E !!E !E,>E)<96E A4DE E E ?+<9A*+E A7(E EE #!#E !!E !E,>E)<96E A4DE EE ?+<9A*+EA7(E EE #+(E !#E$*<((>E ?9E?+(E ?(<6>E$7'E&97'-?,97>E9)E ?+,>E 97?<$&?E $7'E ?+(E "?$?(E9)E$4,)9=7.$E$&?/8*E @+<9A*+E,?>E 0<(&?9<E9)E?+(E (:$<@6(7@E9)E $<3>E $7'E !(&<($?,97E:A<>A$7?E?9E @+(E "?$?(E9)E $5,)9<7.$E$*<((>E ?9E)A7'E?+(E@9@$4E"@$@(E*<$7?E$69A7?E,7',&$?('E%(49CE #+(E !#E$*<((>E?9E &96:4(?(E@+(E!#E " >E$>E'(),7('E,7E@+(E!#E " 9>@E >?.6$@(E9<6E9<E $&;A.>,?,97E '9&A6(7?$?,98E )9<E @+(E$::5,&$?,97>E),5('E C,?+E@+(E "?$?(E9)E $42)9<8,$E #+(E(7(<$4E$7'E ":(&,$4E <9B,>,98>E$??$&+('E $<(E 6$'(E$E:$<@E9)E $7'E ,7&9<:9<$?('E 17?9E ?+(E97?<$&? 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E9,)*=<E>5%&9E=*,<E!!E=6E9&@+&AE,5<7&$=E "5%E "7796@& =*&E !E E"5%E"5CE'+5"1E72"5<E6'E +471&4&5="=+65E <*"11E56=E ),@&E9+<& =6E"5CE A"99"5=CE69E9&79&<&5="=+65E=*"=E =*&E!E E"5%E "5CE 71"5<E69 ,4796@&4&5=<E "9&E '9&&E'964E *"D"9%<E69E%&'&$=< !E A,00E<&$>9&E "%&8>"=&E0+"#+1+=CE,5<?9"5$&E7&9'694"5$&E #65% "5%69E6=*&9E <&$>9,=CE5&$&<<";CE=6E 796=&$=E =*&E!<E"5%E !! ,5=&9&<=E ")"+5<=E7669EA69/4"5<*,7E '9">%E69E6=*&9E76=&5=+"1E06<<E"<<6$,"=&% A,=*E$6472&=+65E6'E=*&E)9"5=E796-&$= Page 95 of 621 1>T=LVT`T=9`ZP>TT9K`7LKS9KT`L:`T=9`/00!`T=9`#.+0!!/`>KT9P9ST`>K`5K8` P9SNLKS?6>C>T>9S`VK89P`T=>S`,+0.0`S=5DD`KLT`69`5SS><K56D9`6\`T=9`#.+0!!` 9?T=9P`>K`Z=LD9`LP`>K`N5PT ` #.+0!!`S=5DD`KLT`VS9`5K\`<P5KT`:VK8S`>K7DV8>K<`5K\`NLPT>LK`T=9P9L:`:LP`T=9 NVPNLS9`L:`J5B>K<`5K\`D9Y9P5<9`EL5K`ND98<9`NPLJ>SSLP\`KLT9`LP`S>J>F5P`:>K5K7>5G 89Y>79`LP`TP5KS57T>LK`Z>T=LVT` `T=9`NP>LP`ZP>TT9K`5NNPLY5D`L :`T=9`/00!`5K8` 5K\`:>K5K7>5F`LP`D9<5H`>KT9P9STS`7P95T98`6\`5K\`SV7=`D9Y9P5<9`IL5K`NF98<9 NPLJ>SSLQ\`KLT9`LP`S>J>D5P`:>K5K7>5D`89Y>79`LP`TP5KS57T>LK`>K`T=9`NPLA97T`NPLN9PT\ S=5DD`69`7LJND9T9D\`SV6LP8>K5T98`TL`T=>S`,+0.0`T=PLV<=`5`/V6LP8>K5T>LK <P99J9KT`NPLY?898`5K8`5NNPLY98`6\`T=9`/00!`S><K98`6\`5DD`N5R>9S`?KYLDY98`>K T=9`TP5KS57T>LK`5K8`P97LP898`>K`T=9`LVKT\`.97LP8S`5<5>KST`T=9`:99`T>TD9`L:`T=9 NPLA97T`NPLN9R\ 0=9`=958>K<S`5K8`75NT>LKS`L:`T=9`Y5P>LVS`S97T>LKS`L:`T=>S`,+0.0`=5Y9`699K ?KS9PT98`LKD\`:LP`T=9`NVPNLS9`L:`7LKY9K>9K79`5K8`5P9`KLT`5`N5R`L:`T=>S`,+0.0 5K8`S=5DD`KLT`69`899J98`>K`5K\`J5KK9P`TL`JL8>:\`9[NF5>K`LP`P9STP@7T`5K\`L:`T=9 NPLY>S>LKS`L:`T=>S`,+0.0 K\`:5?DVP9`6\`5`N5R\`TL`9K:LP79`>TS`P><=TS`VK89P`T=>S`,+0.0`>K`T=9`9Y9KT`L:`5 6P957=`S=5DD`69`7LKSTPV98`5S`5`Z5?Y9P`L:`S5>8`P><=TS`5K8`T=9`Z5>Y9P`L:`5K\ 6P957=`VK89P`T=>S`,+0.0`S=5DD`69`7LKSTPV98`5S`5`Z5>Y9P`L:`5K\ SV6S9OV9KT`6P957= >U`L;`PPM]L`#P5K89` #.+0!!` \4^_WX`` /?<K` 5T9`23` )` /00!`,"`(&",.+$` !-.0*!+0`,"`-.'/`+ `.!.!0%,+` \` 5T9` ` Page 96 of 621 Item 8.h. MEMORANDUM TO: City Council FROM: Bill Robeson, Assistant City Manager/Public Works Director BY: Jill McPeek, Capital Improvement Project Manager SUBJECT: Consideration of Adoption of a Resolution Pursuant to Public Contract Code Section 22050 Determining to Continue Work Under Emergency Contracts for the Storm Drain System at 251 East Grand Avenue Project, PW 2021-12 DATE: March 8, 2022 SUMMARY OF ACTION: Adoption of a Resolution by the required four-fifths vote will allow for the continuance of emergency repairs to the storm drain system at 251 East Grand Avenue. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: The FY 2021-22 Capital Improvement Program (CIP) budget, as amended, includes $525,800 of American Rescue Plan Act (ARPA) funds for repair of the Storm Drain System at 251 East Grand Avenue Project. Staff time has been and will continue to be necessary to coordinate construction activities with the property own ers, consultant engineer, and contractors. RECOMMENDATION: Adopt a Resolution finding that there is a need to continue the emergency action for the storm drain system repairs at 251 East Grand Avenue in accordance with Public Contract Code Section 22050. BACKGROUND: Public Contract Code (PCC) Section 22050 allows a public agency, in the case of an emergency, to repair or replace a public facility, take any directly related and immediate action required by that emergency, and procure the necessary equ ipment, services, and supplies for those purposes without going through a formal bid process. On November 9, 2021, the Council adopted Resolution No. 5124 declaring an emergency and authorizing the immediate expenditure of funds to repair the storm drain s ystem located at 251 East Grand Avenue, which had failed following a storm that occurred in October 2021. The urgency for the repairs was to prevent storm water from entering a deteriorating Page 97 of 621 Item 8.h. City Council Consideration of Adoption of a Resolution Pursuant to Public Contract Code Section 22050 Determining to Continue Work Under Emergency Contracts for the Storm Drain System at 251 East Grand Avenue Project, PW 2021 -12 March 8, 2022 Page 2 corrugated metal pipe (CMP) which undermines the soil surrounding the CMP and causes voids under the pavement leading to surface depressions and eventually sink holes. PCC Section 22050 requires that after proceeding with an emergency project, the City Council shall review the emergency action at its next regularly scheduled meeting and at every regularly scheduled meeting thereafter until the emergency action is terminated, and if it is determined that there is a need to continue the action, authorize continuation of the emergency action by a four-fifths vote. On February 22, 2022, the Council adopted Resolution No. 5160 determining a need to continue work under emergency contracts to repair the storm drain system at 251 East Grand Avenue. ANALYSIS OF ISSUES: Since the February 22, 2022, Council meeting, the status of the project as of March 2, 2022, is as follows:  CalPortland completed construction of the new headwalls at the inlet and outlet of the new storm drain pipe;  CalPortland began backfilling behind the headwalls and restoring the work pad area to pre-construction condition; and  CalPortland completed repairs to damaged concrete curbing. As of March 2, 2022, the project costs are estimated as follows, including expended plus anticipated costs: Plug and fill existing CMP storm drain $ 47,200 Installation of new storm drain pipe 336,300 Extra work due to new storm drain obstructions 102,600 Site restoration, fencing & barricade rental 15,600 Before/after testing of fuel lines 2,800 Consultant services - design, construction, testing 21,300 Total $ 525,800 With the failed CMP being filled, the potential for directed storm water flow into the failed CMP and surrounding voids no longer exists and storm water will now enter the new permanent storm drain pipe. However, prompt action for a few final components of the project are still required, including lining of the new pipe, testing of the fuel lines, and repairs to an area of depression in the service station asphalt and install ation of a permanent asphalt patch. For these reasons, staff recommends continuing the emergency action. Page 98 of 621 Item 8.h. City Council Consideration of Adoption of a Resolution Pursuant to Public Contract Code Section 22050 Determining to Continue Work Under Emergency Contracts for the Storm Drain System at 251 East Grand Avenue Project, PW 2021 -12 March 8, 2022 Page 3 As required by statute, staff will continue to bring a similar item to the Council on all subsequent regular meeting agendas until the emergency repairs have been completed and the emergency action is terminated by the Council. Staff will continue to work with the contractors and design engineer to complete the emergency repairs. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Adopt a Resolution determining a need to continue work under the emergency declaration; 2. Do not adopt the proposed Resolution and direct staff to prepare a resolution to terminate the emergency declaration; or 3. Provide other direction to staff. ADVANTAGES: Adoption of the Resolution will allow for the continuance of emergency repairs to the storm drain system at 251 East Grand Avenue and will eliminate a serious threat to public health and safety and minimize disruptions to the Chevron station’s operations . DISADVANTAGES: None identified at this time. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. ATTACHMENT: 1. Proposed Resolution Page 99 of 621 ATTACHMENT 1 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DETERMINING A NEED TO CONTINUE WORK UNDER EMERGENCY CONTRACTS TO REPAIR THE STORM DRAIN SYSTEM AT 251 EAST GRAND AVENUE WHEREAS, on November 9, 2021, pursuant to Public Contract Code (PCC) Sections 20168 and 22050, the City Council deemed it was in the public interest to immediately authorize the expenditure of City funds needed to safeguard the public health, safety and welfare and to proceed immediately with emergency repairs of the storm drain system at 251 East Grand Avenue; and WHEREAS, on November 9, 2021, the City Council deemed that the emergency repairs would not permit a delay resulting from a competitive solicitation for bids and that prompt action, including authorization to expend all funds required for such repairs without competitive bidding, was necessary to respond to the emergency; and WHEREAS, on November 9, 2021, the City Council adopted Resolution No. 5124 declaring an emergency and authorizing the immediate expenditure of funds to repair the storm drain system at 251 East Grand Avenue; and WHEREAS, PCC Section 22050 requires that after proceeding with an emergency project, the City Council shall review the emergency action at its next regularly scheduled meeting and at every regularly scheduled meeting thereafter until the emergency action is terminated; and WHEREAS, on November 23, 2021, the City Council adopted Resolution No. 5130; on December 14, 2021, the City Council adopted Resolution No. 5137; on January 11, 2022, the City Council adopted Resolution No. 5140; on January 25, 2022, the City Council adopted Resolution No. 5147; on February 8, 2022, the City Council adopted Resolution No. 5154; and on February 22, 2022, the City Council adopted Resolution No. 5160 determining a need to continue work under emergency contracts to repair the storm drain system at 251 East Grand Avenue; and WHEREAS, if it is determined that there is a need to continue the action , PCC Section 22050 requires a four-fifths vote to authorize the continuation of the emergency action . NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Arroyo Grande that the storm drain system emergency declared by the City Council on November 9, 2021, shall be deemed to continue. BE IT FURTHER RESOLVED, that the storm drain system emergency shall be deemed to continue to exist until its termination is declared by the City Council. Page 100 of 621 RESOLUTION NO. PAGE 2 On motion by Council Member _________, seconded by Council Member _______, and on the following roll call vote, to wit: AYES: NOES: ABSENT: The foregoing Resolution was passed and adopted this 8th day of March, 2022. Page 101 of 621 RESOLUTION NO. PAGE 3 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: WHITNEY MCDONALD, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY Page 102 of 621 Item 9.a. MEMORANDUM TO: City Council FROM: Bill Robeson, Assistant City Manager/Public Works Director Nicole Valentine, Administrative Services Director Shane Taylor, Utilities Manger SUBJECT: Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 DATE: March 8, 2022 SUMMARY OF ACTION: Conduct a public hearing, consider protests regarding the proposed water and wastewater rate adjustments set forth in the notice of public hearing provided to water and wastewater customers based on the 2021 Water and Wastewater Rate Study, and if there is no majority protest, adopt a Resolution establishing new Water and Wastewater rates effective April 19, 2022, for Fiscal year 2021-22 though Fiscal Year 2025-26. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: The proposed new water rates would increase 6.4% on April 19, 2022, and 6.4% each January 1 through 2026. A wastewater rate increase of 8.3% annually over the next 5 years is also proposed. These increases reflect the anticipated costs of providing water and wastewater services through Fiscal Year 2025-26. RECOMMENDATION: 1) Conduct a public hearing and consider protests regarding the proposed water and wastewater rate adjustments identified in the notice of public hearing, based on the 2021 Water and Wastewater Rate Study; and 2) If there is no majority protest, adopt a Resolution establishing new Water and Wastewater rates effective April 19, 2022, and January 1 each year through Fiscal Year 2025-26. BACKGROUND: Water and sewer services are a foundational aspect of City services and protect the public health, safety, and general welfare of the community. A shared water and sewer system allows for more efficient land use patterns, prevents water borne diseases, avoids conflicts between wells and septic systems, reduces individual large capital investments, and allows for consistently clean, treated and tested water to be delivered Page 103 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 2 to all residents and businesses regardless of property geography. The water system also includes a citywide fire hydrant system. In order to gain these foundational benefits, the water and wastewater systems and related infrastructure needs to be managed, maintained, and funded by the users of the system through six utility bills per year. Approximately every 5 years, City staff produces a study of costs and needed revenue to operate the water and wastewater systems. Once completed, the City Council reviews the study and makes a determination of rates needed to operate the two systems during the next five years. The previous Water and Wastewater Rate Study was completed in 2014 and set updated water rates for services for Fiscal Years 2014-15 through 2018-19. The wastewater rates were projected to maintain fiscal sustainability and solvency under the same rates established prior to the 2014 study and no rate adjustments were necessa ry at that time. The wastewater rates have not been adjusted since 2009. On January 22, 2019, the City Council approved an agreement with Tuckfield & Associates to prepare a Water, Wastewater and Storm Water Rate Study Update. The study was intended to set rates for the next 5-year period, beginning in 2020. On October 29, 2019, the City Council held a Special Study Session to receive a presentation of the draft study by Clayton Tuckfield from Tuckfield & Associates. The Study Session provided an opportunity for Council and the public to receive information, ask questions, and discuss the Water, Wastewater and Storm Water Rate Study. Effective January 1, 2018, Senate Bill 231 classified storm water systems as part of the wastewater/sewer system and provided that storm water fees may be collected using a Proposition 218 rate setting process. A letter was sent to the City dated December 19, 2019, from the Howard Jarvis Taxpayers Association. The letter argued that Senate Bill 231 conflicts with case law interpreting the California Constitution and that the ability to propose a storm drainage fee is subject to a vote by the property owners or the voting residents of the affected area. The City Attorney confirmed this interpretation and recommended that staff remove the storm water component from the draft rate study. On December 14, 2021, the City Council reviewed a revised 2021 Water and Wastewater Rate Study (Study) (Attachment 1) and received a presentation from Tuckfield & Associates. The staff report for the December 14, 2021 consideration of the Study is provided as Attachment 3. The major objectives of the Study were:  Review the current and future financial status of each of the water and wastewater enterprises; Page 104 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 3  Evaluate and propose adjustments to the revenue being received to ensure that the enterprises’ financial obligations are met now, and in the future, including adequate reserves and debt service coverage; and  Design water and wastewater rates that generate the required revenue for the cost of service while being proportionate and equitable for customers. The City Council’s prior decisions to allocate $1,899,550 in one -time funding received from the Federal government under the American Rescue Plan Act to water and sewer capital improvement projects helped to reduce the overall funding needed to continue operating the City’s water and wastewater systems. However, rate increases were recommended in the Study to ensure the City’s ability to provide water and wastewater service to the City’s customers and to address increased operating and material costs. Water Rate Discussion The December 14, 2021 discussion included a description of the City’s water rate structure, which includes two components - fixed monthly and variable (water consumption-based) charges – charged to four different customer classes. Customer classes are groups of customers with similar use characteristics and include Single - Family Residential (SFR), Multifamily Residential (MFR), non-residential, and irrigation. As explained during the December 14, 2021 report, the Study’s recommended water rate structure includes maintaining the fixed charge and three-tier variable charge structures, but would modify the variable charge to revise the tier break points for res idential customers. The restructuring of the tiers is based on a decline in overall consumption, resulting in a reduction of water sold in all tiers. For SFR and MFR customers, Tier 1 is defined as consumption to provide basic indoor water use and is based on 2.39 persons per household (pph) using 55 gallons per capita per day (gcpd), utilizing the standards recommended by the California Department of Finance and the California Water Board. These criteria result in a Tier 1 breakpoint of 10 Hundred Cubic Fe et (HCF) per billing period. Tier 2 is defined as consumption related to outdoor water use up to the average SFR summer peak demand, which was determined from billing information to be 22 HCF. Tier 3 is defined as water use above Tier 2. Page 105 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 4 The Study presented four different water rate options for consideration, including rates with and without the costs of participation in the Central Coast Blue Project (CCB) and drought rates with and without CCB that account for the potential impacts of a sustained drought and the City’s current Stage 1 Water Shortage Emergency Declaration. Following discussion on December 14, 2021, Council directed staff to move forward with the rates presented with the CCB project but without drought rates. The recommended water ra te structure and rates with CCB would increase rates by an average of 6.4% beginning on April 19, 2022, and another 6.4% each year beginning on January 1 through 2026, as provided in table 1 below: Page 106 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 5 Table 1 Proposed Water Fixed and Variable Charges with Central Coast Blue Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8"$29.51 $27.83 $29.61 $31.51 $33.53 $35.68 3/4" $31.67 $30.57 $32.53 $34.61 $36.83 $39.19 1"$38.12 $38.78 $41.26 $43.90 $46.71 $49.70 1.5"$46.73 $49.73 $52.91 $56.30 $59.90 $63.73 2"$70.41 $79.83 $84.94 $90.38 $96.16 $102.31 3"$244.74 $301.53 $320.83 $341.36 $363.21 $386.46 4"$309.31 $383.64 $408.19 $434.31 $462.11 $491.69 6"$459.96 $575.23 $612.04 $651.21 $692.89 $737.23 8"$632.14 $794.19 $845.02 $899.10 $956.64 $1,017.86 Service Fee per Add'l Unit $7.99 $8.12 $8.64 $9.20 $9.78 $10.40 Fireline Size 2"$3.74 $4.40 $4.84 $5.32 $5.64 $5.64 3"$10.88 $12.79 $14.07 $15.48 $16.41 $16.41 4"$23.18 $27.25 $29.98 $32.98 $34.96 $34.96 6"$67.33 $79.16 $87.08 $95.79 $101.54 $101.54 8"$143.48 $168.69 $185.56 $204.12 $216.37 $216.37 10"$258.03 $303.37 $333.71 $367.08 $389.10 $389.10 Variable Charge ($ per HCF) Single-Family Tier 1 -0 to 18 units $3.78 Tier 2 -19 to 36 units $4.16 Tier 3 -Over 36 $5.55 Tier 1 -0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 -11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 -Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Multifamily Tier 1 -0 to 18 units $3.78 Tier 2 -19 to 27 units $4.16 Tier 3 -Over 27 $5.55 Tier 1 -0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 -11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 -Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Commercial $3.95 $4.40 $4.68 $4.98 $5.30 $5.64 Irrigation $4.21 $4.97 $5.29 $5.63 $5.99 $6.37 Hydrant $6.13 $7.92 $8.43 $8.97 $9.54 $10.15 Wheeling $2.04 $2.37 $2.52 $2.68 $2.85 $3.03 Page 107 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 6 Wastewater Rate The current wastewater rates consist of fixed and variable charges to residential and nonresidential customers. All customers are charged the same fixed charges bi -monthly. Residential and Non-Residential customers are charged different variable rates. The City’s wastewater rates have not been adjusted since 2009. The Study recommended that wastewater rates be increased by an average of 8.3% beginning on April 19, 2022, and each January 1 through 2026 in order to ensure sufficient funds for needed capital improvements and ongoing operations of the City’s wastewater system. Drought rates for the wastewater system were also developed for consideration but were not recommended by staff or directed for inclusion by Council at the December 14, 2021 meeting. The recommended wastewater rate structure and rates are provided in table 2 below: Table 2 Proposed Wastewater Fixed and Variable Charges On January 11, 2022, the City Council adopted a Resolution approving the 2021 Water and Wastewater Rate Study and set the Public Hearing for March 8, 2022, to consider adjusting the water and wastewater rates for Fiscal Years 2021 through 2026 (Attachment 4). ANALYSIS OF ISSUES: The Study proposes water rate increases of 6.4% on April 19, 2022, and each January 1 through 2026 to provide sufficient revenue for ongoing operations as well as participation in the CCB project. A wastewater rate increase of 8.3% annually over the next 5 years is also proposed. These increases reflect the anticipated costs of providing water and wastewater services to the City’s customers. The water rates with CCB include the City’s full costs to participate in the project without additional grant funding. While it is anticipated that additional grants will be awarded for the project, it is unknown how much grant funding will be received. In the event that additional grants are awarded, staff proposes to evaluate the impacts to the City’s Current April 19,January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charge ($ per month) All Customers [1]$2.40 $2.62 $2.84 $3.08 $3.34 $3.62 Variable Charge ($ per HCF) [2] Single-family Residential $0.67 $0.72 $0.78 $0.84 $0.91 $0.99 Multifamily Residential $0.94 $1.04 $1.12 $1.21 $1.31 $1.42 Non-Residential $1.32 $1.40 $1.52 $1.65 $1.79 $1.94 Page 108 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 7 adopted rate adjustments and to recommend reductions as appropriate. It is possible that sufficient grant funding will enable the City to determine that an increase scheduled for January 1 of 2024-2026 is not necessary, though additional analysis will be required following the award of grants for the project. It is anticipated that the proposed water and wastewater rates will have the following impacts on an average SFR customer: Page 109 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 8 The proposed water and wastewater rates result in an overall increase of 32.1% and 11.9% respectively over the course of the five-year implementation period. However, the City’s rates will remain lower than the vast majority of the providers in the County during the remainder of Fiscal Year 2021-22, as depicted in Charts 1 and 2 below. (Comparisons of an average SFR customer’s bills in future years have not been included due to the uncertainties of other jurisdictions’ rate changes.) Page 110 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 9 Chart 1 SFR Bi-monthly Water Bills of Local Communities Using 19 HCF with Central Coast Blue Chart 2 SFR Bi-monthly Wastewater Bills of Local Communities Using 19 HCF Proposition 218 Process Based upon the provisions of Proposition 218, all affected rate payers must receive written notice by mail at least 45 days prior to the adoption of adjustments. The notice must include the amount of the fee, the basis on which the fee was calculated and the date, time and place of the public hearing and must clearly advise of the right to p rotest the fee increase. Proposition 218 notices for the contemplated rate adjustments were mailed by January 22, 2022. A copy of the mailed notice is provided in Attachment 5. Page 111 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 10 One protest letter provided information about opposing the proposed rates for multifamily being reduced as discussed in the new tier structure above. For multifamily residential customers each residential unit will receive a tiered amount; for example, If written protests to the proposed rate increase are received from a majority of affected parcels, the City Council may not adopt the proposed rates. There are currently 8,807 parcels in Arroyo Grande. Therefore, 4,404 would represent a majority. According to State law, one written protest per parcel will be counted toward reaching a majority. The protest must be submitted in writing, signed by the property owner or the authorized representative of the property owner. At the time this report was prepared, there were 12 protest letters received. Protests have been accepted via email as well as by mail, and will be accepted up to the close of the public hearing. At that time, the total protest letters received will be counted and, if no majority protest has oc curred, Council may adopt the proposed Resolution setting forth the new water and wastewater rates that will go into effect on April 19, 2022. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. 1) Conduct a public hearing and consider protests regarding the proposed water and wastewater rate adjustments identified in the notice of public hearing, based on the 2021 Water and Wastewater Rate Study; and 2) if there is no majority protest, adopt a Resolution establishing new Water and Wastewater rates effective April 19, 2022, and January 1 each year through Fiscal Year 2025 -26; or 2. Provide other direction to staff. ADVANTAGES: Implementing the proposed water rate increases and rate structure changes will provide ongoing revenue to meet the next five years of operating, capital and debt expenditures in the Water Enterprise Fund and Wastewater Enterprise Fund. The recommendations will balance minimizing rate increases with maintaining adequate reserves available to meet important capital and water supply needs. DISADVANTAGES: Customers will experience higher water and wastewater utility costs. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Page 112 of 621 Item 9.a. City Council Public Hearing to Consider Adoption of a Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 March 8, 2022 Page 11 Attachments: 1. Proposed Resolution Establishing Water and Wastewater Rates for Fiscal Year 2021-22 through Fiscal Year 2025-26 2. Water and Wastewater Study 3. December 14, 2021 Staff Report 4. January 11, 2022 Staff Report 5. Proposition 218 Notice 6. Written Public Comments Page 113 of 621 ATTACHMENT 1 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE ESTABLISHING WATER AND WASTEWATER RATES WHEREAS, Section 13.04.030 of the City of Arroyo Grande Municipal Code enables the City Council to modify, by resolution, the rates an d charges for furnishing water and wastewater to customers; and WHEREAS, the City has conducted a study which developed financial plans for the provision of water and wastewater service that included any revenue adjustments required to meet all financial obligations, construction of the capital improvement projects determined to be necessary by the City, and maintenance of appropriate fund balances and debt service coverage requirements; and WHEREAS, water and wastewater service rates and charges are designed to meet the objectives desired by the City Council which consist of operating and maintaining safe and reliable water and wastewater systems, simplified rate structures that are easy to understand and administer, consideration of industry practices, and recovery of the cost of service; and, WHEREAS, the City Council has reviewed and considered the information and public testimony presented at a duly noticed public hearing, and in the staff report and record of this matter; and WHEREAS, notice of the proposed increase in water and wastewater rates and charges has been provided pursuant to Proposition 218, and a majority of the affected property owners and ratepayers have not presented written protests to the proposed increase in water and wastewater rates and charges. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande hereby adopts the water and wastewater rates and service charges set forth in Exhibit “A” attached hereto and incorporated herein by this reference. BE IT FURTHER RESOLVED that this Resolution shall repeal and replace all prior inconsistent resolutions or portions thereof. On motion of Council Member , seconded by Council Member , and on the following roll call vote, to wit: AYES: NOES: ABSENT: The foregoing Resolution was passed and adopted this 8th day of March, 2022. Page 114 of 621 RESOLUTION NO. PAGE 2 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: WHITNEY MCDONALD, CITY MANAGER APPROVED AS TO FORM: TIMOTHY J. CARMEL, CITY ATTORNEY Page 115 of 621 RESOLUTION NO. PAGE 3 EXHIBIT A FIVE-YEAR WATER FIXED AND VARIABLE CHARGES Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8"$29.51 $27.83 $29.61 $31.51 $33.53 $35.68 3/4" $31.67 $30.57 $32.53 $34.61 $36.83 $39.19 1"$38.12 $38.78 $41.26 $43.90 $46.71 $49.70 1.5"$46.73 $49.73 $52.91 $56.30 $59.90 $63.73 2"$70.41 $79.83 $84.94 $90.38 $96.16 $102.31 3"$244.74 $301.53 $320.83 $341.36 $363.21 $386.46 4"$309.31 $383.64 $408.19 $434.31 $462.11 $491.69 6"$459.96 $575.23 $612.04 $651.21 $692.89 $737.23 8"$632.14 $794.19 $845.02 $899.10 $956.64 $1,017.86 Service Fee per Add'l Unit $7.99 $8.12 $8.64 $9.20 $9.78 $10.40 Fireline Size 2"$3.74 $4.40 $4.84 $5.32 $5.64 $5.64 3"$10.88 $12.79 $14.07 $15.48 $16.41 $16.41 4"$23.18 $27.25 $29.98 $32.98 $34.96 $34.96 6"$67.33 $79.16 $87.08 $95.79 $101.54 $101.54 8"$143.48 $168.69 $185.56 $204.12 $216.37 $216.37 10"$258.03 $303.37 $333.71 $367.08 $389.10 $389.10 Variable Charge ($ per HCF) Single-Family Tier 1 -0 to 18 units $3.78 Tier 2 -19 to 36 units $4.16 Tier 3 -Over 36 $5.55 Tier 1 -0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 -11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 -Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Multifamily Tier 1 -0 to 18 units $3.78 Tier 2 -19 to 27 units $4.16 Tier 3 -Over 27 $5.55 Tier 1 -0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 -11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 -Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Commercial $3.95 $4.40 $4.68 $4.98 $5.30 $5.64 Irrigation $4.21 $4.97 $5.29 $5.63 $5.99 $6.37 Hydrant $6.13 $7.92 $8.43 $8.97 $9.54 $10.15 Wheeling $2.04 $2.37 $2.52 $2.68 $2.85 $3.03 Page 116 of 621 RESOLUTION NO. PAGE 4 FIVE-YEAR WASTEWATER FIXED AND VARIABLE Page 117 of 621 Report for: City of Arroyo Grande 300 E Branch Street Arroyo Grande, CA 93420 (805) 473-5400 Submitted By: Tuckfield & Associates Contact: Mr. Clayton Tuckfield 2549 Eastbluff Dr, #450B Newport Beach, CA 92660 (949) 760-9454 www.tuckfieldassociates.com December 2021 Report on Water and Wastewater Rate Study FINAL REPORT ATTACHMENT 2 Page 118 of 621 [This Page Intentionally Left Blank for Two-sided Printing] Page 119 of 621 Tuckfield & Associates 2549 Eastbluff Drive, Suite 450B, Newport Beach, CA 92660 Phone (949) 760-9454 Fax (949) 760-2725 Email ctuckfield@tuckfieldassociates.com December 7, 2021 Mr. Shane Taylor Utilities Manager City of Arroyo Grande 300 E Branch Street Arroyo Grande, CA 93420 Dear Mr. Taylor: I am pleased to present this Water and Wastewater Rate Study (Study) report for the City of Arroyo Grande (City). The water and wastewater water rates presented in this report have been developed based on cost of service principles and industry methods that result in fair and equitable rates for the users of the systems in accordance with Proposition 218. This study included a review and analysis of the water and wastewater revenue and revenue requirements, number of customers, volumes, and current rate structure. The major objectives of the Study include the following.  Generate positive levels of income in the Study period  Maintain operating and capital reserves at or greater than target levels  Maintain debt service coverage ratios at or greater than the minimum required  Meet annual capital replacement spending from the water and wastewater rates and charges This report presents the findings and recommendations for the financial plans and rates for the City’s water and wastewater systems. Tables and figures throughout the report are provided to demonstrate the calculations. It has been a pleasure to work with City staff during the performance of this study. If there are any questions, please contact me at (949) 760-9454. Very Truly Yours, TUCKFIELD & ASSOCIATES G. Clayton Tuckfield President/Project Consultant Page 120 of 621 Water and Wastewater Rate Study City of Arroyo Grande Table of Contents Page Executive Summary ............................................................................................... 1 Enterprise Financial Plans ............................................................................................................................... 1 Proposed Water Rates with Central Coast Blue ............................................................................................. 1 Proposed Water Rate Structure and Rates ............................................................................................. 1 Water Bill Impacts with Central Coast Blue ..................................................................................................... 3 Water Bill Impacts without Central Coast Blue ................................................................................................ 5 Proposed Wastewater Rates .......................................................................................................................... 6 Proposed Wastewater Rate Structure and Rates.................................................................................... 6 Wastewater Bill Impacts .................................................................................................................................. 7 Introduction ............................................................................................................. 9 Background ..................................................................................................................................................... 9 Objectives ........................................................................................................................................................ 9 Scope of Study .............................................................................................................................................. 10 Assumptions ......................................................................................................... 10 Reserve Policy .............................................................................................................................................. 11 Operating Reserve ................................................................................................................................. 11 Capital Reserve ..................................................................................................................................... 11 Facility Fund Reserve ............................................................................................................................ 11 Lopez Fund Reserve ............................................................................................................................. 11 Beginning Balances and Reserve Targets .................................................................................................... 11 Water Financial Planning ..................................................................................... 12 Current Water Rates ..................................................................................................................................... 12 Water User Classifications ............................................................................................................................ 13 Number of Customers............................................................................................................................ 13 Number of Water Meters ....................................................................................................................... 13 Water Sales Volumes ............................................................................................................................ 14 Water Financial Plan ..................................................................................................................................... 14 Water Revenues .................................................................................................................................... 15 Miscellaneous Water Revenues ............................................................................................................ 15 Water Revenue Requirements .............................................................................................................. 15 Water Operation and Maintenance Expense ................................................................................. 16 Central Coast Blue Water Supply .................................................................................................. 16 Transfer to Lopez Fund .................................................................................................................. 16 Page 121 of 621 Water and Wastewater Rate Study City of Arroyo Grande Table of Contents (continued) Page Water Annual CIP Funding ............................................................................................................ 17 Debt Service ................................................................................................................................... 17 Water Capital Improvement Program .................................................................................................... 17 Water Financial Plan .............................................................................................................................. 17 Proposed Revenue Adjustments.................................................................................................... 19 Water Cost of Service .......................................................................................... 20 Industry Methodology .................................................................................................................................... 20 Costs of Service to be Allocated ................................................................................................................... 21 Water Rate Design ................................................................................................ 21 Proposed Water Rate Structure .................................................................................................................... 21 Proposed Water Fixed Charges .......................................................................................................... 22 Proposed Private Fire Protection Fixed Charges ........................................................................... 23 Proposed Service Fee per Additional Unit Charge ........................................................................ 23 Proposed Water Variable Charges ...................................................................................................... 23 Water Supply Costs........................................................................................................................ 23 Deliver Costs .................................................................................................................................. 23 Peaking Costs ................................................................................................................................ 23 Proposed Single-family and Multifamily Residential Variable Water Rates ......................................... 24 Proposed Non-Residential Variable Water Rates ............................................................................... 25 Proposed Water Rates .................................................................................................................................. 25 Water Bill Impact Analysis ................................................................................... 26 Water Rate Survey ................................................................................................ 28 Water Rates without Central Coast Blue ............................................................ 28 Water Bill Impacts without Central Coast Blue .............................................................................................. 29 Wastewater Financial Planning ........................................................................... 32 Current Wastewater Rates ............................................................................................................................ 32 Wastewater User Classifications ................................................................................................................... 32 Number of Customers............................................................................................................................ 32 Water Sales Volumes of Wastewater Customers ................................................................................. 33 Wastewater Financial Plan ............................................................................................................................ 34 Wastewater Revenues .......................................................................................................................... 34 Miscellaneous Wastewater Revenues ................................................................................................... 34 Wastewater Revenue Requirements ..................................................................................................... 34 Page 122 of 621 Water and Wastewater Rate Study City of Arroyo Grande Table of Contents (continued) Page Wastewater Operation and Maintenance Expense....................................................................................... 35 Wastewater Annual CIP Funding ................................................................................................... 35 Wastewater Capital Improvement Program........................................................................................... 36 Wastewater Financial Plan .................................................................................................................... 36 Proposed Revenue Adjustments.................................................................................................... 36 Wastewater Cost of Service ................................................................................ 38 Industry Methodology .................................................................................................................................... 38 Costs of Service to be Allocated ................................................................................................................... 38 Cost Allocation to Wastewater Parameters ................................................................................................... 39 Unit Costs of Service ..................................................................................................................................... 39 User Class Costs ........................................................................................................................................... 40 Wastewater Rates ................................................................................................. 40 Proposed Wastewater Rate Structure........................................................................................................... 41 Proposed Wastewater Fixed Charges ........................................................................................... 41 Proposed Wastewater Variable Charges ....................................................................................... 41 Proposed Wastewater Rates ........................................................................................................................ 41 Wastewater Bill Impact Analysis ......................................................................... 42 Wastewater Rate Survey ...................................................................................... 43 Water and Wastewater Drought Rates ............................................................... 44 List of Tables Table ES-1 Proposed Revenue Increases ........................................................................................................ 1 Table ES-2 Single-family Current and Proposed Tiers .................................................................................... 2 Table ES-3 Proposed Water Fixed and Variable Charges without Central Cost Blue ...................................... 3 Table ES-4 Comparison of Current Single-family Residential Bi-Monthly Bill with 5/8 -inch Meter with Proposed Bill Using April 2022 Water Rates without Central Coast Blue ...................................... 4 Table ES-5 Single-family Residential Bi-monthly Water Bill Impacts with 5/8-inch Meter at 19 HCF Bi-monthly without Central Coast Blue ........................................................................................... 4 Table ES-6 Impacts to Single-family Residential Bi-monthly Water Bills with and without Central Coast Blue at 19 HCF ....................................................................................................... 5 Table ES-7 Proposed Wastewater Fixed and Variable Charges ...................................................................... 6 Table ES-8 Comparison of Current Single-family Residential Bi-monthly Wastewater Bill with Page 123 of 621 Water and Wastewater Rate Study City of Arroyo Grande Table of Contents (continued) Page Proposed Bill Using April 2022 Wastewater Rates ........................................................................ 7 Table ES-9 Single-family Residential Bi-monthly Wastewater Bill Impacts at 19 HCF ..................................... 7 Table 1 Assumptions and Planning Factors .............................................................................................. 10 Table 2 June 30, 2019 Beginning Cash Balances and Reserve Targets .................................................. 12 Table 3 Current Water Rates .................................................................................................................... 12 Table 4 Historical and Projected Average Number of Water Customers by Classification ....................... 13 Table 5 Historical and Projected Average Number of Water Customers by Meter Size ........................... 14 Table 6 Historical and Projected Water Consumption (in HCF) ................................................................ 14 Table 7 Projected Rate-based Water Revenue Using Existing Rates ...................................................... 15 Table 8 Projected Miscellaneous Water Revenue .................................................................................... 15 Table 9 Projected Water Operation and Maintenance Expense ............................................................... 16 Table 10 Water Capital Improvement Program ........................................................................................... 17 Table 11 Water Financial Plan .................................................................................................................... 18 Table 12 Allocation of Water Revenue Requirements to Cost Component ................................................ 21 Table 13 Design of Water Fixed Charges ................................................................................................... 22 Table 14 Design of Water Fixed Charges by Meter Size ............................................................................ 22 Table 15 Design of 6-inch Private Fire Protection Charges ........................................................................ 23 Table 16 Design of Private Fire Protection Charges ................................................................................... 23 Table 17 Design of Single-family and Multifamily Tiered Water Rate Structure ......................................... 24 Table 18 Single-family and Multifamily Residential Tiered Water Rates ..................................................... 25 Table 19 Design of Non-Residential Variable Water Rates ........................................................................ 25 Table 20 Proposed Water Fixed Charges and Variable Charges without Central Coast Blue ................... 26 Table 21 Comparison of Current Single-family Residential Bi-Monthly Bill with 5/8-inch Meter with Proposed Bill Using April 2022 Water Rates ................................................................................ 27 Table 22 Single-family Residential Bi-monthly Water Bill Impacts at 19 HCF Bi-monthly .......................... 27 Table 23 Annual Revenue Increases with and without Central Coast Blue Project .................................... 28 Table 24 Proposed Water Fixed and Variable Charges with Central Coast Blue ....................................... 29 Table 25 Comparison of Current Single-family Residential Bi-monthly Water Bill with 5/8-inch Meter Size with Proposed Bill Using April 2022 Water Rates with Central Coast Blue .................................. 30 Table 26 Single-family Residential Bi-monthly Water Bill Impacts at 19 HCF Bi-monthly with Central Coast Blue ................................................................................................................ 30 Table 27 Impacts to Single-family Residential Bi-monthly Water Bills of Central Cost Blue at 19 HCF ..................................................................................................................................... 31 Table 28 Current Wastewater Rates ........................................................................................................... 32 Table 29 Historical and Projected Average Number of Wastewater Customers by Classification ............. 33 Page 124 of 621 Water and Wastewater Rate Study City of Arroyo Grande Table of Contents (continued) Page Table 30 Historical and Projected Water Consumption of Wastewater Customers (HCF) ......................... 33 Table 31 Projected Rate-based Wastewater Revenue Using Existing Rates............................................. 34 Table 32 Projected Miscellaneous Wastewater Revenue ........................................................................... 34 Table 33 Projected Wastewater Operation and Maintenance Expense ..................................................... 35 Table 34 Wastewater Capital Improvement Program ................................................................................. 36 Table 35 Wastewater Financial Plan ........................................................................................................... 37 Table 36 Allocation of Wastewater Revenue Requirement to Cost Component ........................................ 39 Table 37 FY 2020-21 Development of Unit Costs ....................................................................................... 40 Table 38 Distribution of Costs to Customer Classes FY 20-21 ................................................................... 40 Table 39 Design of Variable Wastewater Rates ......................................................................................... 41 Table 40 Proposed Wastewater Fixed and Variable Charges .................................................................... 42 Table 41 Comparison of Current Single-family Residential Bi-monthly Wastewater Bill with Proposed Bill Using April 2022 Wastewater Rates ............................................................... 42 Table 42 Single-family Residential Bi-monthly Wastewater Bill Impacts at 19 HCF ................................... 43 Table 43 Proposed Stage 1 Drought Water Fixed and Variable Charges with Central Coast Blue ........... 45 Table 44 Proposed Stage 1 Drought Wastewater Fixed and Variable Charges ......................................... 46 List of Figures Figure 1 Water Financial Plan Comparison of Revenue with Annual Obligations ..................................... 19 Figure 2 Water Debt Coverage Ratio ......................................................................................................... 20 Figure 3 Wastewater Financial Plan Comparison of Revenue with Annual Obligations ............................ 38 List of Charts Chart ES-1 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with Central Coast Blue .................................................................................................................. 5 Chart ES-2 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with and without Central Coast Blue .............................................................................................. 6 Chart ES-3 Single-family Residential Bi-Monthly Wastewater Bills of Local Communities at 19 HCF ............. 8 Chart 1 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with Central Coast Blue ............................................................................................................... 28 Chart 2 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with and without Central Coast Blue ........................................................................................... 31 Page 125 of 621 Water and Wastewater Rate Study City of Arroyo Grande Table of Contents (continued) Page Chart 3 Single-family Residential Bi-Monthly Wastewater Bills of Local Communities at 19 HCF ........... 44 List of Appendices Appendix A Water System Tables ................................................................................................................... 47 Appendix B Wastewater System Tables ......................................................................................................... 50 Page 126 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 1 Executive Summary The City of Arroyo Grande (City) retained Tuckfield & Associates to conduct a comprehensive Water and Wastewater Rate Study (Study). The objectives of the Study included determining water and wastewater rates for a five-year period through development of pro forma statements of revenues and revenue requirements for each system and through analyses to determine the costs of providing service. A second objective was to provide recommendations to improve the equity among ratepayers while incorporating local requirements and state laws. Enterprise Financial Plans Forward-looking financial plans were developed for FY 2021-22 to FY 2025-26 (the “Study Period”) for each of the water and wastewater systems. The amount of revenue needed to recover the projected revenue requirements was determined for FY 2021-22 for each system. This revenue was then increased annually by various percentages that will create sustainable enterprises for each system over the Study Period. A summary of the proposed annual revenue increases for the water and wastewater systems are provided in Table ES-1. For the water system, the revenue increases were determined with and without the Central Coast Blue (CCB) project. CCB is a water sustainability project that will create a new, high quality, and reliable water supply for the City of Arroyo Grande and other agencies. The CCB project will provide a new advanced water purification facility to create a high-quality water source to supplement local supplies. The CCB project will allow these communities to have a more sustainable groundwater supply especially during multiple dry years. The percentages in Table ES-1 are an indication of the increases needed in user charges of the utility systems. The increases are necessary to maintain the financial health of each system and to provide funding for the operation and maintenance (O&M) expenses, capital funding needs, debt service, and reserve requirements. Proposed Water Rates with Central Coast Blue Proposed Water Rate Structure and Rates The City provided water billing information that was analyzed to determine user class characteristics and to project water revenue. The results indicate that total water consumption has declined from a high of over 1.4 Table ES-1 Proposed Revenue Increases [1] Increases this year may not match Tables ES-5 and ES-9 due to rate structure change and cost of service adjustments. [2] Central Coast Blue project. April 19 January 1 January 1 January 1 January 1 Utility System FY 21-22 [1] FY 22-23 FY 23-24 FY 24-25 FY 25-26 Water System (with CCB [2])6.4% 6.4% 6.4% 6.4% 6.4% Water System (without CCB [2])4.0% 4.0% 4.0% 4.0% 4.0% Wastewater System 8.3% 8.3% 8.3% 8.3% 8.3% Page 127 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 2 million hundred cubic feet (HCF) in FY 2013-14 to about 1.0 million HCF in FY 2020-21. For the Single-family Residential (SFR) and Multifamily Residential (MFR) classifications, the decline in consumption resulted in a reduction of water sold in all tiers. In addition, the existing SFR Tier 2 break point that was established as the summer peak average consumption has decreased from 36 HCF bi-monthly to 22 HCF bi-monthly. It is recommended that the tier break points be changed to reflect the new SFR and MFR consumption patterns. It is proposed that Tier 1 be revised from zero to 18 HCF to zero to 10 HCF, reflecting current indoor water consumption aggregated over the service area and not by individual home. It is further recommended that the upper Tier 2 break point be revised from 36 HCF to 22 HCF. The recommended SFR and MFR Tier restructuring is provided in Table ES-2 below. The proposed water rate structure and rates with CCB are provided in Table ES-3 for implementation beginning April 19, 2022 and each January 1 thereafter for the Study Period. 𝑇𝑖𝑒𝑟 1 = 2.31 𝑝𝑝ℎ∗55 𝑔𝑝𝑐𝑑∗365 𝑑𝑎𝑦𝑠 𝑦𝑒𝑎𝑟∗1 𝐻𝐶𝐹 748 𝑔𝑎𝑙∗1 𝑦𝑒𝑎𝑟 6 𝑏𝑖𝑙𝑙𝑠=~ 10 𝐻𝐶𝐹 pph = persons per household from California Department of Finance estimates for 2021 gpcd = gallons per capita per day Table ES-2 Single-family Residential Current and Proposed Tiers Current Current Proposed Tier SFR Tiers MFR Tiers SFR and MFR Tiers Tier 1 0 - 18 HCF 0 - 18 HCF 0 - 10 HCF Tier 2 19 - 36 HCF 11 - 27 HCF 11 - 22 HCF Tier 3 Over 36 HCF Over 27 HCF Over 22 HCF Page 128 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 3 Water Bill Impacts with Central Coast Blue Table ES-4 presents the impacts to SFR bills from the implementation of the proposed April 19, 2022 water rates with CCB. For a SFR customer using the average consumption of 19 HCF bi-monthly, the bill will increase from $131.22 to $139.73, an increase of $8.51, or 6.5 percent. Table ES-3 Proposed Water Fixed and Variable Charges with Central Coast Blue Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8" $29.51 $27.83 $29.61 $31.51 $33.53 $35.68 3/4" $31.67 $30.57 $32.53 $34.61 $36.83 $39.19 1" $38.12 $38.78 $41.26 $43.90 $46.71 $49.70 1.5" $46.73 $49.73 $52.91 $56.30 $59.90 $63.73 2" $70.41 $79.83 $84.94 $90.38 $96.16 $102.31 3" $244.74 $301.53 $320.83 $341.36 $363.21 $386.46 4" $309.31 $383.64 $408.19 $434.31 $462.11 $491.69 6" $459.96 $575.23 $612.04 $651.21 $692.89 $737.23 8" $632.14 $794.19 $845.02 $899.10 $956.64 $1,017.86 Service Fee per Add'l Unit $7.99 $8.12 $8.64 $9.20 $9.78 $10.40 Fireline Size 2" $3.74 $4.49 $4.78 $5.09 $5.42 $5.77 3" $10.88 $13.06 $13.90 $14.79 $15.74 $16.75 4" $23.18 $27.82 $29.60 $31.49 $33.51 $35.65 6" $67.33 $80.82 $85.99 $91.49 $97.35 $103.58 8" $143.48 $172.23 $183.25 $194.98 $207.46 $220.74 10" $258.03 $309.73 $329.55 $350.64 $373.08 $396.96 Variable Charge ($ per HCF) Single-Family Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 36 units $4.16 Tier 3 - Over 36 $5.55 Tier 1 - 0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 - 11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 - Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Multifamily Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 27 units $4.16 Tier 3 - Over 27 $5.55 Tier 1 - 0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 - 11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 - Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Commercial $3.95 $4.40 $4.68 $4.98 $5.30 $5.64 Irrigation $4.21 $4.97 $5.29 $5.63 $5.99 $6.37 Hydrant $6.13 $7.92 $8.43 $8.97 $9.54 $10.15 Wheeling $2.04 $2.37 $2.52 $2.68 $2.85 $3.03 Page 129 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 4 Table ES-5 provides how SFR bills with a 5/8-inch meter using 19 HCF bi-monthly will escalate over time with implementation of the proposed water rates from Table ES-3. Chart ES-1 has been prepared to compare Arroyo Grande’s average SFR water bill with those of other communities at the same consumption. The chart indicates that with the April 2022 rates, an Arroyo Grande SFR customer with a bi-monthly consumption of 19 HCF will experience a bill that is among the lowest of the communities listed. Table ES-4 Comparison of Current Single-family Residential Bi-Monthly Bill with 5/8 -inch Meter with Proposed Bill Using April 2022 Water Rates with Central Coast Blue Current Bill Proposed April 19, 2022 Bill Service Volume Current Service Volume Proposed Dollar Percent Description Use (HCF) Charge Charge Bill Charge Charge Bill Difference Change 0 $59.02 $0.00 $59.02 $55.66 $0.00 $55.66 ($3.36) -5.7% Very Low 5 $59.02 $18.90 $77.92 $55.66 $20.30 $75.96 ($1.96) -2.5% Low 10 $59.02 $37.80 $96.82 $55.66 $40.60 $96.26 ($0.56) -0.6% Median 15 $59.02 $56.70 $115.72 $55.66 $64.75 $120.41 $4.69 4.1% Average 19 $59.02 $72.20 $131.22 $55.66 $84.07 $139.73 $8.51 6.5% High 30 $59.02 $117.96 $176.98 $55.66 $138.08 $193.74 $16.76 9.5% Very High 50 $59.02 $220.62 $279.64 $55.66 $236.88 $292.54 $12.90 4.6% Table ES-5 Single-family Residential Bi-monthly Water Bill Impacts with 5/8- inch Meter at 19 HCF Bi-monthly with Central Coast Blue Proposed SFR Charges Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges $59.02 $55.66 $59.22 $63.02 $67.06 $71.36 Variable Charges $72.20 $84.07 $89.46 $95.23 $101.28 $107.71 Total Charges $131.22 $139.73 $148.68 $158.25 $168.34 $179.07 Dollar Change $8.51 $8.95 $9.57 $10.09 $10.73 Percent Change 6.5% 6.4% 6.4% 6.4% 6.4% $131.22 $139.73 $148.68 $158.25 $168.34 $179.07 $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges Variable Charges Page 130 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 5 Water Bill Impacts without Central Coast Blue Table ES-6 provides a comparison of the SFR bi-monthly bills with and without the CCB project at the average SFR consumption while also showing the dollar difference in the bills. The average SFR customer with a 5/8- inch meter using 19 HCF will pay $2.27 more bi-monthly with the CCB project beginning April 19, 2022 and $18.23 more bi-monthly beginning January 1, 2026. Chart ES-2 provides a comparison of SFR bi-monthly bills with and without CCB to bills of other communities at the same consumption. The chart shows that Arroyo Grande SFR bills remains among the lowest communities listed with or without CCB. Chart ES-1 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with Central Coast Blue Note: Above table uses water rates in effect August 2021. Arroyo Grande April 2022 bill is based on the rate structure and rates in Table ES-3. Pismo Beach includes Special Water Tax. Table ES-6 Impacts to Single-family Residential Bi-monthly Water Bills with and without Central Coast Blue at 19 HCF April 19 January 1 January 1 January 1 January 1 Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Average Bill w/o CCB $137.46 $142.96 $148.63 $154.59 $160.84 Average Bill with CCB $139.73 $148.68 $158.25 $168.34 $179.07 Difference $2.27 $5.72 $9.62 $13.75 $18.23 Page 131 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 6 Proposed Wastewater Rates Proposed Wastewater Rate Structure and Rates It is recommended that the current wastewater rate structure be retained for the proposed wastewater rates. The current rate structure places an emphasis on recovering the City’s wastewater costs on a volumetric basis. Table ES-7 presents the wastewater rates for the next five years. Table ES-7 Proposed Wastewater Fixed and Variable Charges April 19, January 1, January 1, January 1, January 1, Meter Size Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charge ($ per month) All Customers [1] $2.40 $2.62 $2.84 $3.08 $3.34 $3.62 Variable Charge ($ per HCF) [2] Single-family Residential $0.67 $0.72 $0.78 $0.84 $0.91 $0.99 Multifamily Residential $0.94 $1.04 $1.12 $1.21 $1.31 $1.42 Non-Residential $1.32 $1.40 $1.52 $1.65 $1.79 $1.94 [1] Fixed charge per month per account and to each additional unit. [2] Charged on the basis of water consumption read through the meter. Chart ES-2 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with and without Central Coast Blue Note: Above table uses water rates in effect August 2021. Arroyo Grande April 2022 bill is based on the rate structure and rates in Table 24. Pismo Beach includes Special Water Tax. Page 132 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 7 Wastewater Bill Impacts As shown in Table ES-8, a SFR customer using 19 HCF bi-monthly will have a wastewater bill that will increase from $68.49 to $69.88, an increase of $1.39 or 2.0 percent. The current and proposed bills include the current South San Luis Obispo County Sanitation District (SSLOCSD) wastewater treatment charge of $25.48 monthly. Table ES-9 below provides how wastewater bills will escalate over the next five years with the implementation of the wastewater rates from Table ES-7. The table includes charges from SSLOCSD. Table ES-8 Comparison of Current Single-family Residential Bi-monthly Wastewater Bill with Proposed Bill Using April 2022 Wastewater Rates Service San District Volume Current Service San District Volume Proposed Dollar Percent Description Use (HCF) Charge Charge Charge Bill Charge Charge Charge Bill Difference Change 0 $4.80 $50.96 $0.00 $55.76 $5.24 $50.96 $0.00 $56.20 $0.44 0.8% Very Low 5 $4.80 $50.96 $3.35 $59.11 $5.24 $50.96 $3.60 $59.80 $0.69 1.2% Low 10 $4.80 $50.96 $6.70 $62.46 $5.24 $50.96 $7.20 $63.40 $0.94 1.5% Median 13 $4.80 $50.96 $8.71 $64.47 $5.24 $50.96 $9.36 $65.56 $1.09 1.7% Average 19 $4.80 $50.96 $12.73 $68.49 $5.24 $50.96 $13.68 $69.88 $1.39 2.0% High 30 $4.80 $50.96 $20.10 $75.86 $5.24 $50.96 $21.60 $77.80 $1.94 2.6% Very High 50 $4.80 $50.96 $33.50 $89.26 $5.24 $50.96 $36.00 $92.20 $2.94 3.3% Table ES-9 Single-family Residential Bi-monthly Wastewater Bill Impacts at 19 HCF Note: Assumes constant South San Luis Obispo County Sanitation District (SSLOCSD) charges. Proposed SFR Charges Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges $4.80 $5.24 $5.68 $6.16 $6.68 $7.24 Variable Charges $12.73 $13.68 $14.82 $15.96 $17.29 $18.81 SSLOCSD Charge $50.96 $50.96 $50.96 $50.96 $50.96 $50.96 Total Charges $68.49 $69.88 $71.46 $73.08 $74.93 $77.01 Dollar Change $1.39 $1.58 $1.62 $1.85 $2.08 Percent Change 2.0% 2.3% 2.3% 2.5% 2.8% $0 $10 $20 $30 $40 $50 $60 $70 $80 Current FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 Fixed Charges Variable Charges $68.49 $69.88 $71.46 $73.08 $74.93 $77.01 Page 133 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 8 The total bill for a customer receiving wastewater service from the City is the sum of the City’s charges and the SSLOCSD treatment charge. The percentage increases for the City’s wastewater rates, which excludes the SSLOCSD charges, are shown in table ES-1. When the City’s charges for residential wastewater service are combined with the SSLOCSD charge, the wastewater bill increases by the percentages shown in Table ES-9. Chart ES-3 has been prepared to compare Arroyo Grande’s average SFR wastewater bill with those of other communities at 19 HCF. The chart indicates that Arroyo Grande’s SFR wastewater bill is among the lowest of the communities listed. Chart ES-3 Single-family Residential Bi-Monthly Wastewater Bills of Local Communities at 19 HCF Note: Above table uses wastewater rates in effect August 2021. Arroyo Grande April 2022 bill is based on the rate structure and rates in Table ES-7. Page 134 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 9 Introduction The City of Arroyo Grande (City) retained Tuckfield & Associates to conduct a comprehensive Water and Wastewater Rate Study (Study) for its water and wastewater enterprise systems. This Study develops pro forma statements of revenues and revenue requirements for each enterprise, determines the cost of providing service to customers, and designs new water and wastewater rates and charges for implementation. Background The City of Arroyo Grande was incorporated as a general law City in 1911 and is located in San Luis Obispo County along the Arroyo Grande Creek, more than 180 miles northwest of Los Angeles. The City provides water and wastewater service to a 5.5 square mile service area serving a population of approximately 17,900. Water and wastewater revenues and expenses are accounted for separately in enterprise funds of the City. The water utility obtains its water supply from nine wells and from surface water obtained from the Lopez Reservoir Project. Groundwater is pumped from the Santa Maria Ground Water Basin. Based on the current Groundwater Management Agreement, the City has an entitlement to 1,323 acre-feet. Groundwater is also pumped from the Pismo Formation and the current pumping capability from this source is 160 acre-feet per year. The City also receives an entitlement of 2,290 acre-feet of surface water from the Lopez Reservoir Project through an August 2000 water supply contract with the San Luis Obispo County Flood Control and Water Conservation District. Surplus water from the reservoir may also be purchased by the City when such supplies are available, though it is not considered to be a firm supply for the City. Storage facilities presently include six above ground or partially buried water tanks with a storage capacity of approximately 6.7 million gallons. The transmission and distribution system include over 87 miles of pipeline ranging in size from 2-inch to 16-inch, six booster pump stations, approximately 6,755 meters, and about 900 public fire hydrants. The wastewater system consists of sewer pipe, lift stations, and general utility assets used to collect the City’s wastewater. The wastewater is collected through a system of 5 lift stations and sewer pipe ranging in size from 6-inch to 24-inch and is delivered to a trunk sewer provided by the South San Luis Obispo County Sanitation District (SSLOCSD). The City is a member agency of the SSLOCSD to provide wastewater collection (via the trunk sewer), wastewater treatment, and disposal services. Arroyo Grande is one of three member agencies of SSLOCSD receiving similar services. Objectives The objectives of this Study are to (1) review the current and future financial status of each of the water and wastewater enterprises, (2) make any adjustments to the revenue being received to ensure that the financial obligations are being met now and in the future, including adequate reserves and debt service coverage, and (3) design water and wastewater rates that generate the required revenue while being fair and equitable for its customers. Page 135 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 10 Scope of the Study This Study includes the findings and recommendations of analyzing each of the water and wastewater system’s financial status and related Capital Improvement Program (CIP) projects. Historical trends were analyzed from data supplied by the City showing the number of customers, volumes, revenue, and revenue requirements. Revenue requirements of each enterprise includes operation and maintenance (O&M) expense, routine capital outlays, CIP funding, debt service, and additions to reserves. Changing conditions such as additional facilities, system growth, employee additions/reductions, and non-recurring maintenance expenditures are recognized. Inflation for ongoing expenditures is included to reflect cost escalation. The financial plan and rates developed herein are based on funding of the CIP and estimates of O&M expenses provided by the City. Deviation from the financial plans, construction cost estimates and funding requirements, major operational changes, or other financial policy changes that were not foreseen, may result in the need for lower or higher revenue than anticipated. It is suggested that the City conduct an update to the rate study at least every three years for prudent rate planning. Assumptions Several assumptions were used to conduct the Study for the period FY 2021-22 to FY 2025-26. The assumptions included growth rates in customer accounts and related consumption, interest earnings rate, and expense inflation factors used for projecting revenue and expense. The financial planning assumptions are provided in Table 1. Table 1 Assumptions and Planning Factors Description Value Annual Account & Demand growth [1] Residential 0.5% All Other 0.0% Interest earnings on fund reserves (annual)0.5% Cost Escalation Personnel Services [2] 3.5% Benefits 8.0% Electrical Power 3.0% Chemicals 3.0% Purchased Water 3.0% Personnel Transfers 4.0% All Other Operations & Maintenance 2.0% Capital 3.0% [1] Annualized growth in water accounts is based on historical information provided by staff. [2] Personnel Services growth in staffing, promotions, and inflation is 3.5% annually. Page 136 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 11 Reserve Policy The City’s reserve policy goals were developed in the previous rate study in 2014. The reserve goals provide a means to meet unanticipated reductions in revenues, meet changes in the costs of providing services, provide for fixed asset repair and replacement, natural disaster needs, and other issues. The reserves also provide guidelines to maintain the financial health and stability of the enterprise funds. The reserve types and the amount of reserves used in this Study are discussed below. Operating Reserve The purpose of the Operating Reserve is to provide working capital to meet cash flow needs during normal operations and support the operation, maintenance and administration of the utility. This reserve ensures that operations can continue should there be significant events that impact cash flows. The target balance to be maintained is 90 days (25 percent) of the current annual operating expense budget. Capital Reserve The purpose of the Capital Reserve is to fund future replacement of assets and CIP projects. The Capital reserves are used to fund the construction of the projects as the projects progress and the funds are expended. The reserve target has been established at $500,000 each for the water and wastewater systems. Facility Fund Reserve Revenue from water and wastewater development fees (capacity charges) are received and set aside to be used only for system expansion. The reserves remain in a separate account and are only spent on capital improvement projects that are specifically identified for which the fee was collected. There are no specific target balances for the funds. Lopez Fund Reserve The Lopez Fund accounts for the revenue and expenditures of the surface water purchases from the County. Revenues are collected through the water rates in sufficient amounts to provide for a transfer of revenue to meet the expenses in the Lopez Fund. A reserve is maintained in the fund at least equal to annual Lopez debt service. Beginning Balances and Reserve Targets As of June 30, 2021, the City’s beginning reserve balances are listed in Table 2. The reserves are used in developing the financial plans for the water and wastewater utility systems. The Target Reserves are also provided in the table. Page 137 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 12 Water Financial Planning Financial planning for the water system includes identifying and projecting revenues and revenue requirements for a five-year planning period. This section discusses current water rates, current user classifications, projected revenues and revenue requirements, capital improvement expenditures and financing sources, and proposed revenue adjustments. Current Water Rates Table 3 provides the current water rates of the water system. The current rate structure was established with the City’s last rate study in 2014. The water rates consist of fixed and variable charges to residential and non- residential customers. Fixed charges are shown in the table as monthly charges and bills are mailed to customers bi-monthly. All customers are charged a fixed charge that varies by meter size. Table 3 Current Water Rates Meter Variable Fixed Fireline Variable Meter Size Charge Charge Customer Class Rate ($/mo) ($/mo) ($/HCF) 5/8" $29.51 Single-Family 3/4" $31.67 Tier 1 - 0 to 18 units $3.78 1" $38.12 Tier 2 - 19 to 36 units $4.16 1.5" $46.73 Tier 3 - Over 36 units $5.55 2" $70.41 $3.74 Multifamily 3" $244.74 $10.88 Tier 1 - 0 to 18 units $3.78 4" $309.31 $23.18 Tier 2 - 19 to 27 units $4.16 6" $459.96 $67.33 Tier 3 - Over 27 units $5.55 8" $632.14 $143.48 Commercial $3.95 10" $258.03 Irrigation $4.21 Service Fee Hydrant $6.13 for Add'l Unit Wheeling $2.04 $7.99 Table 2 June 30, 2021 Beginning Fund Balances and Reserve Targets Water Wastewater Reserve Reserve Reserve Reserve Reserve Type Balance Target Balance Target Operating Fund Reserve $3,423,733 $950,000 $511,446 $228,000 Capital Reserve $500,000 $500,000 $500,000 $500,000 Facility Fund Reserve $202,040 $0 $334,917 $0 Lopez Fund $1,703,434 $1,280,100 $0 $0 Total $5,829,207 $2,730,100 $1,346,363 $728,000 Page 138 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 13 Single-family residential (SFR) and Multifamily residential (MFR) customers are charged for consumption using a bi-monthly three-tier variable rate structure. Tier 1 for both residential types include usage per dwelling unit from zero to 18 hundred cubic feet (HCF). Tier 2 is consumption from 19 to 36 HCF for SFR and 19 to 27 HCF for MFR. Tier 3 is consumption over Tier 2. Non-residential customers are charged a uniform rate for water consumed. Water User Classifications Number of Customers The City classifies water customers as SFR, MFR, Commercial, Irrigation, Hydrant (construction), and Wheeling. SFR customers account for about 90 percent of the total customers served (excluding fire accounts) by the water system. Growth is projected to occur only in SFR and MFR dwelling units at a rate of 0.50 percent annually or about 30 SFR units and 9 MFR units added each year, following the assumptions listed in Table 1. Table 4 provides the historical and projected average number of customers by classification. Number of Water Meters Table 5 provides a summary of the current and projected average number of water customers by meter size. The majority of customers have 5/8-inch meters (83 percent) installed at the service location. It is assumed that all new SFR customers will have 1-inch meters installed and this is the minimum size for new meter installations for the City’s customer base. Table 4 Historical and Projected Average Number of Water Customers by Classification Historical Projected Customer Class FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Number of Accounts Single-Family [1] 6,007 6,037 6,067 6,097 6,127 6,158 Multifamily 117 118 118 119 119 120 Commercial 434 436 436 436 436 436 Irrigation 165 165 165 165 165 165 Hydrant 1 1 1 1 1 1 Wheeling 1 1 1 1 1 1 Total Accounts 6,725 6,758 6,788 6,819 6,849 6,881 Fire Protection Public Fire Hydrants 909 909 909 909 909 909 Private Firelines 132 132 132 132 132 132 Total Fire Protection 1,041 1,041 1,041 1,041 1,041 1,041 Number of Dwelling Units Single-Family [1] 6,007 6,037 6,067 6,097 6,127 6,158 Multifamily [1] 1,697 1,705 1,714 1,723 1,731 1,740 [1] Residential accounts/units are forecast to increase based on the assumed growth rate of 0.5% annually. Page 139 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 14 Water Sales Volumes Table 6 provides the historical and projected water sales volume by customer classification. Water sales volumes were projected by recognizing the growth in the number of accounts and the FY 2020-21 water use per customer. Water Financial Plan The financial plan provides the means of analyzing the revenue and revenue requirements of the water system and its impact on reserves as well as the ability to fund on-going O&M expense and capital infrastructure requirements. This section of the Report discusses the projection of revenue, O&M expenses, capital Table 5 Historical and Projected Average Number of Water Customers by Meter Size Historical Projected Description FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Active Water Meters/Accounts [1] 5/8" 5,633 5,633 5,633 5,633 5,633 5,633 3/4" 326 326 326 326 326 326 1" 530 561 591 622 652 683 1.5" 127 127 127 127 127 128 2" 77 79 79 79 79 79 3" 23 23 23 23 23 23 4" 5 5 5 5 5 5 6" 4 4 4 4 4 4 Total Accounts 6,725 6,758 6,788 6,819 6,849 6,881 [1] Historical water accounts for FY 20-21 were provided through City billing records. Table 6 Historical and Projected Water Consumption (in HCF) Historical Projected [1] Description FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Single-Family 686,416 689,844 693,272 696,700 700,128 703,671 Multifamily 104,384 104,876 105,430 105,983 106,475 107,029 Commercial 110,492 111,001 111,001 111,001 111,001 111,001 Irrigation 91,207 91,207 91,207 91,207 91,207 91,207 Hydrant 114 114 114 114 114 114 Wheeling 11,000 11,000 11,000 11,000 11,000 11,000 Total Consumption 1,003,613 1,008,042 1,012,024 1,016,005 1,019,925 1,024,022 [1] Forecast assumes that the use per customer from FY 20-21 is applied to the number of customers. Consumption increases due to the growth in customers. Page 140 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 15 improvement needs of the water system and its financing, debt service requirements, and revenue adjustments needed to maintain a sustainable water enterprise. Water Revenues The Water Fund receives revenue from several sources. Operating revenue is received from rates and charges for water service. Revenue from water rates is projected by applying the current water rates to the projected number of accounts and consumption volume. Table 7 presents the projected revenue from current water rates of the water system. Miscellaneous Water Revenue Miscellaneous revenues are received from several sources including collections from delinquent accounts, meter installations, late payment fees, American Rescue Plan Act (ARPA) funds, and other sources. Table 8 below provides sources of miscellaneous revenue. Water Revenue Requirements Revenue requirements of the water system include O&M expense, CCB Water Supply, Transfer to Lopez Fund for purchased water, annual CIP funding, and debt service. Each of these items are discussed below. Table 7 Projected Rate-based Water Revenue Using Existing Rates Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Water Service Revenues Fixed Charges [1]$2,621,425 $2,635,148 $2,649,329 $2,663,052 $2,677,793 Variable Charges [2]4,022,315 4,038,225 4,054,133 4,069,809 4,086,181 Subtotal Revenues From Current Rates $6,643,740 $6,673,373 $6,703,462 $6,732,861 $6,763,974 Fire Protection Revenues 71,756 71,756 71,756 71,756 71,756 Total Revenues From Current Rates $6,715,496 $6,745,129 $6,775,218 $6,804,617 $6,835,730 [1] FY 21-22 and forecast revenue calculated by multiplying current water service rate by the number of projected meters. [2] FY 21-22 and forecast revenue calculated by multiplying projected water sales by the current variable rates. Table 8 Projected Miscellaneous Water Revenue Budget Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Collections Credit Bureau $1,500 $1,500 $1,500 $1,500 $1,500 Meter Installation 15,000 15,000 15,000 15,000 15,000 Utility Billing Late Payment Fees 45,000 45,000 45,000 45,000 45,000 ARPA Funds 332,750 147,500 - 578,700 291,200 Transfer In - Water Availability Fund 720,000 700,000 - - - Total Miscellaneous Revenues $1,114,250 $909,000 $61,500 $640,200 $352,700 Page 141 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 16 Water Operation and Maintenance Expense O&M expenses are an on-going obligation of the water system and such costs are normally met from water service revenue. O&M includes the cost to operate and maintain the water supply, reservoirs, and distribution system facilities. Costs also include technical services and other general and administrative expenses. O&M has been projected recognizing the major expense categories of personnel services, electric power expense, chemicals, all other expenses, and capital outlay. Personnel costs consist of salaries and benefits expense of those personnel directly involved with providing water service. Salaries and wages are projected to increase by 3.5 percent annually, while benefits expense is projected to increase by 8 percent annually. Electric power expense is projected to increase annually by 3 percent while chemicals expense increases also by 3 percent annually. Personnel Transfers increase annually by 4 percent. All other O&M expense is projected to increase by 2 percent annually. Capital outlay is projected to increase by 3 percent annually. Table 9 provides a summary of the O&M expenses for the Study Period. A detailed summary of the budgeted and projected O&M expense is provided in Appendix A-1. Central Coast Blue Water Supply Central Coast Blue (CCB) is a water sustainability project that will create a new, high quality, and reliable water supply for the City of Arroyo Grande and other agencies. The CCB project will provide a new advanced water purification facility to create a high-quality water source to supplement local supplies. The cities of Arroyo Grande, Pismo Beach, and Grover Beach are in discussions to design and build Phase 1 of the project. The CCB project will allow these communities to have a more sustainable groundwater supply especially during multiple dry years. City staff has assumed that the water enterprise fund will support the City’s 25 percent share of the project cost and the water rates designed with the CCB project will support the pipelines, storage, advance treatment, recycled water pump station, and injection wells. The CCB annual O&M expense is shown in Table 9. Transfer to Lopez Fund The Water Fund makes a transfer of funds to the Lopez Fund equal to the cost of purchased water expense. The total expenses for Lopez water supply include Lopez O&M, capital outlay, Lopez Dam 2011A bond debt service, and State Revolving Fund (SRF) loan debt service. The transfer in FY 2021-22 and FY 2022-23 are as budgeted by the City. Future Lopez O&M expense is projected to increase by 3 percent annually and capital outlay and debt service payments are projected to remain constant. The Lopez Water Supply expenses are shown in Table 9 and Appendix A-1. Table 9 Projected Water Operation and Maintenance Expense Budget Budget Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Administration $2,748,945 $2,662,640 $2,744,189 $2,828,821 $2,916,686 Water Production 205,800 209,700 217,964 227,150 236,825 Water Distribution 845,500 783,800 815,371 848,556 883,494 Subtotal Water System O&M Expense $3,800,245 $3,656,140 $3,777,524 $3,904,527 $4,037,005 Central Coast Blue Water Supply - - 131,073 532,155 548,120 Lopez Water Supply 3,740,113 3,852,316 3,926,482 4,002,873 4,081,556 Total Water System O&M Expense 7,540,358 7,508,456 7,835,079 8,439,555 8,666,681 Page 142 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 17 Water Annual CIP Funding The Water Fund pays for annual capital needs or the water system identified in the City’s CIP plan. The amount spent annually is irregular and depends on other financing sources to meet the expenditure needs of the City’s CIP. The amount spent in each year of the Study is further discussed below in the Water CIP section. Debt Service The City does not have any outstanding debt on the water system other than the debt service payments associated with the Lopez purchased water expense. Under the City’s contract with the County, the City is required to set water rates to provide a 25% coverage factor on the Lopez Dam 2011A bonds debt service. The required coverage ratio is 100 percent after inclusion of this factor. However, with the construction of the CCB project, the City will incur new debt service from a State Revolving Fund (SRF) loan with a 1 percent interest rate and 30 year term. With this new debt, it is assumed that the required debt service coverage ratio would be 125% and this is included in the water rate adjustments. Water Capital Improvement Program The City has developed a CIP provided in Table 10 that lists capital expenditures for FY 2021-22 through FY 2025- 26. Over this period the City projects that it would spend over $4.7 million. The major improvements include phased main replacements, Central Coast Blue project, and other projects including service line replacements, SCADA software acquisition, and studies. The CIP is planned to be funded from the Water Fund with the exception of the CCB project construction which will be financed using an SRF loan. Water Financial Plan A financial plan has been prepared that includes the revenues and revenue requirements that were identified for the water system. The financial plan, presented in Table 11, incorporates specific financial planning goals to provide guidance to maintain the health of the water utility on an on-going basis. Table 10 Water Capital Improvement Program Budget Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Current Capital Improvement Program (CIP) Projects [1] Galvanized Service Replacement $96,826 $0 $0 $0 $0 Phased Main Replacement - Fair Oaks, Elm-Alder 232,750 - - - - Fuel Management System/Dispenser Replacement 10,940 - - - - Andre Drive / Los Ciervos Court Interconnect 100,000 - - - - SCADA Software/Electronics Upgrade 240,100 - - - - Corporation Yard Renovations 15,000 15,000 15,000 15,000 15,000 Reservoir 4 Exterior Coating - 147,500 - - - Financial Managment Software - 75,000 20,000 - - Phased Main Replacement - S Halcyon Road, Cornwall-Fair Oaks - - 673,500 - - Water Master Plan Update - - 100,000 - - Phased Main Replacement - Cornwall, S Halycon-El Camino Real - - - 578,700 - Phased Main Replacement - Hwy 101 Xng, El Camino Real-W Branch - - - - 291,200 Rate Study Update - - - - 30,000 Central Coast Blue Project Pre-Construction 1,531,181 540,971 - - - Total Water CIP $2,226,797 $778,471 $808,500 $593,700 $336,200 [1] CIP Source: FY 21-22 City CIP document. Represents only Water Fund portion of project. Page 143 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 18 Table 11 Water Financial Plan Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Proposed Revenue Increase (April 19) 6.4% Proposed Revenue Increase (January 1) 6.4% 6.4% 6.4% 6.4% Water Fund - 640 Revenue Revenues from Existing Water Rates [1] $6,715,496 $6,745,129 $6,775,218 $6,804,617 $6,835,730 Total Additional Water Sales Revenue [2] 35,816 623,070 1,099,518 1,610,458 2,158,850 Miscellaneous Income [3] 1,114,250 909,000 61,500 640,200 352,700 Interest Income [4] 15,302 13,088 8,457 6,515 6,236 Total Revenues $7,880,864 $8,290,287 $7,944,693 $9,061,790 $9,353,516 Expenditures Operation and Maintenance Expense $3,800,245 $3,656,140 $3,777,524 $3,904,527 $4,037,005 Central Coast Blue O&M - - 131,073 532,155 548,120 Transfer to Lopez Fund 3,740,113 3,852,316 3,926,482 4,002,873 4,081,556 Capital Improvement Funding 2,226,797 778,471 808,500 593,700 336,200 Central Coast Blue Debt Service - - - 106,173 424,692 Total Expenditures $9,767,155 $8,286,927 $8,643,579 $9,139,428 $9,427,573 Net Funds Available ($1,886,291) $3,360 ($698,886) ($77,638) ($74,057) Available Reserves Beginning available reserves [5] $3,923,733 $2,037,442 $2,040,802 $1,341,916 $1,264,278 Ending available reserves $2,037,442 $2,040,802 $1,341,916 $1,264,278 $1,190,221 Target Reserves [6] $1,450,000 $1,414,000 $1,477,000 $1,609,000 $1,646,000 Lopez Fund - 641 Revenues Transfer In from Water Fund $3,740,113 $3,852,316 $3,926,482 $4,002,873 $4,081,556 Interest Income [4] 8,500 8,600 8,600 8,700 8,700 Total Lopez Revenues $3,748,613 $3,860,916 $3,935,082 $4,011,573 $4,090,256 Expenditures Lopez Water Expense $2,239,161 $2,472,198 $2,546,364 $2,622,755 $2,701,438 Lopez Dam Bonds - 2011A Debt Service 420,749 434,981 434,981 434,981 434,981 SRF Loan Debt Service 845,137 845,137 845,137 845,137 845,137 Lopez Capital Outlay 235,066 100,000 100,000 100,000 100,000 Total Lopez Expenditures $3,740,113 $3,852,316 $3,926,482 $4,002,873 $4,081,556 Net Lopez Funds Available $8,500 $8,600 $8,600 $8,700 $8,700 Lopez Available Reserves Lopez Beginning available reserves $1,703,434 $1,711,934 $1,720,534 $1,729,134 $1,737,834 Lopez Ending available reserves $1,711,934 $1,720,534 $1,729,134 $1,737,834 $1,746,534 Lopez Target Reserves [7] $1,265,900 $1,280,100 $1,280,100 $1,280,100 $1,280,100 Combined Reserves Total Reserves (Fund 640 and 641) $3,749,376 $3,761,336 $3,071,050 $3,002,112 $2,936,755 Target Total Reserves (Fund 640 and 641) $2,715,900 $2,694,100 $2,757,100 $2,889,100 $2,926,100 Debt Service Coverage Total Revenues (Fund 640 and 641) $7,889,364 $8,298,887 $7,953,293 $9,070,490 $9,362,216 Total Expenses (Fund 640 and 641) ($7,540,358) ($7,508,456) ($7,835,079) ($8,439,555) ($8,666,681) 25% Coverage Factor Lopez 2011A Bonds [8] ($105,187) ($108,745) ($108,745) ($108,745) ($108,745) Net Revenues $243,819 $681,686 $9,469 $522,190 $586,790 Lopez Coverage [9] 103% 109% 100% 106% 107% Central Coast Blue Debt Service $0 $0 $0 $106,173 $424,692 Debt Service Coverage [10] n/a n/a n/a 123% 138% [1] Projected using the existing rates. [2] Additional revenue from proposed rate adjustments. [3] Includes collection fees, meter installations, late fees, ARPA Funds, and Water Availbility Transfers In. [4] Interest earnings on the average fund balance calculated at 0.5%. [5] The available beginning FY 21-22 cash balance provided by City. Includes operating and capital funds. [6] Target reserve estimated at 90 days of operation and maintenance expense and capital reserves target. [7] Equal to Lopez annual debt service. [8] For Lopez 2011A Bonds, pledge of gross revenues requires Coverage Factor of 25 percent of Lopez 2011A Bonds debt service. [9] Minimum coverage is 100 percent. [10] Minimum coverage is 125 percent. Page 144 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 19 The financial goals to maintain the health of enterprise included the following.  Generate positive levels of income in each year of the Study period  Maintain the operating, capital, and Lopez Fund reserves at or greater than target levels  Maintain debt service coverage ratios at or greater than the minimum required  Maintain the annual capital funding requirement Proposed Revenue Adjustments Table 11 provides the annual revenue increases recommended to meet the financial planning criteria for the five-year Study Period. The financial plan indicates that 6.4 percent revenue increases are recommended on April 19, 2022 and on each January 1 through FY 2025-26, with increases of 4.0 percent thereafter for the next five years after the Study Period. The increases are necessary to meet the planning criteria discussed above. A graphical depiction of the revenue and revenue requirements from Table 11 are presented in Figure 1. Revenue using the current rates is shown as the black line while revenue with revenue adjustments is shown as the red line. The green line represents the cash reserve balance at the end of year (which includes operating, capital and Lopez reserves) while the purple line indicates the Target Reserve level for these reserves. Figure 1 shows that the revenue increases in Table 11 are necessary to meet annual O&M expense including CCB O&M expense, Lopez purchased water expense, CIP funding, CCB debt service, and the Target reserve maintenance level. The figure shows that the reserve balance (green line) declines in the middle years of the ten-year financial plan but meets the Target reserve level by the last year. Figure 1 Water Financial Plan Comparison of Revenue with Annual Obligations $0 $1 $2 $3 $4 $5 $6 $7 $8 $9 $10 $0 $2 $4 $6 $8 $10 $12 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31 Target and Ending Cash ($ Millions)Sources and Uses ($ Millions)O&M Lopez Water Capital Improvement Funding Debt Service Revenue with Increases Revenue w/o Increases Target Reserve Total Reserve Page 145 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 20 Figure 2 shows the debt service coverage ratio for the Lopez Dam Bonds 2011A debt service and the future CCB debt service. The figure shows that the coverage requirement is currently being met and will continue to be met in the later years with the CCB debt service if the revenue increases proposed in the water financial plan in Table 11 are implemented. Water Cost of Service This section of the report discusses the allocation of the water system’s operating and capital costs for use in designing water rates. The agency responsible for imposing property-related fees in California is required to establish rates that create a nexus between the cost of providing service and the rates to be imposed. Industry Methodology This Study uses methodologies from the American Water Works Association (AWWA) to allocate costs in an appropriate manner. AWWA is an industry trade organization that provides guidance on operations and management of water utilities. AWWA provides general principles to assist agencies in the design of water rates such that they are consistent with local requirements as well as recognizing state laws. The AWWA guidelines have been used to conduct this Study and have been used in the design of the City’s water rates while also following Proposition 218 and the recent San Juan Capistrano court decision. The annual costs of providing water service from the financial plan are allocated to cost components following guidelines provided in the AWWA Manual M1. The methodology provides the basis to design rates to generate Figure 2 Water Debt Service Coverage Ratio 0% 50% 100% 150% 200% 250% 300% 350% FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31 Debt Service Coverage Ratio Target Ratio Page 146 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 21 sufficient revenue to meet estimated annual revenue requirements from the financial plan. Costs are then recovered through fixed charges and variable charges to water system users. Costs of Service to be Allocated The annual water cost of service consists of the O&M expenses and capital costs of the water system. O&M expenses include costs related to Lopez water supply, water distribution, operation and maintenance of the facilities, and general and administrative costs. Capital costs include capital improvement program funding and debt service discussed in the financial plan. Costs are first allocated to water system cost component based on the operating characteristics and design of the water system facilities. Cost allocations consider the average quantity of water consumed as well as the peak rate at which water is consumed. The water system is designed to serve average and peak demands, and costs that are related to serving average and peak demands are allocated in a manner such that they may be recovered appropriately. The cost allocation components for water service for this Study are Water Supply (groundwater and Lopez water), Delivery, Peaking, Meters and Services, Customer, and Direct Fire Protection. The parameters have been further expanded to recognize those costs that are common to all customers, and those that exclude Wheeling customers. Wheeling customers do not pay for water supply costs. FY 2021-22 was used as the Test Year for assigning the operating and capital costs of the water system to each of these parameters. The total cost to be recovered from the users of the water system by cost component for FY 2021-22 is presented in Table 12. Appendix A-2 provides a detailed allocation. Water Rate Design The cost of service analyses described in the previous section provides the basis for water rate design. The intent of the rate design is to achieve fairness and ensure that each customer class pays its fair share of costs. Rates should be simple to administer, easy to understand, and comply with regulatory requirements. This section describes how water rates and charges are designed and includes the proposed schedule of water rates for implementation. Proposed Water Rate Structure The recommended water rate structure includes maintaining the fixed charge structure, however modifying the variable rate structure to (1) revise the tier break points for SFR and MFR customers and (2) provide an individual uniform volume charge for non-residential customers. Table 12 Allocation of Water Revenue Requirements to Cost Component FY 21-22 Common to All Except Wheeling Revenue Common to All Direct Fire Water Requirement Delivery Peaking Meters/Serv Customer Protection Supply Delivery Peaking Lopez Debt $7,145,288 $805,219 $1,989,574 $51,699 $37,308 $75,805 $2,342,661 $181,952 $160,117 $1,500,952 Page 147 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 22 Proposed Water Fixed Charges The proposed fixed charges recover the Customer, Meters and Services, and Lopez debt service costs of service identified from Table 12 and recovers costs allocated to public fire protection. Customer costs are recovered based on the number of bills issued. Meters and Services, Lopez debt service, and public fire protection costs are recovered based on meter and service ratios provided by AWWA. Tables 13 below presents the design of the proposed monthly fixed charges for customers for FY 2021-22 for a 5/8-inch meter. The current fixed charges generate about 40 percent of revenue from water rates. The proposed fixed charges generate approximately 37 percent of the revenue from water rates. Fixed charges for meter sizes greater than 5/8-inch are increased as shown below in Table 14 for FY 2021-22. The Meter and Services, Lopez Debt Service, and Public Fire Protection charges increase with meter and service cost ratios while the Customer charge does not increase with meter size. Table 13 Design of Water Fixed Charges Customer Service Cost FY 21-22 Customer Cost $37,308 Number of Monthly Bills 81,096 Customer Cost per Unit $0.46 Meters and Services Cost FY 21-22 Meters and Services Cost $51,699 Lopez Debt Service $1,500,952 Public Fire Protection $957,404 Meters and Services Cost $2,510,055 Number of Monthly Eq. Meters & Services 91,700 Meters and Services Cost per Unit $27.37 Monthly Base Fixed Charge - 5/8" Meter $27.83 Table 14 Design of Water Fixed Charges by Meter Size FY 21-22 Meter & Meter & Public Total Meter Service Services Fire Customer Monthly Size Ratio Charge Protection Charge Charge inches 5/8" 1.00 $0.56 $16.37 $10.44 $0.46 $27.83 3/4" 1.10 $0.62 $18.01 $11.48 $0.46 $30.57 1" 1.40 $0.78 $22.92 $14.62 $0.46 $38.78 1.5" 1.80 $1.01 $29.47 $18.79 $0.46 $49.73 2" 2.90 $1.62 $47.47 $30.28 $0.46 $79.83 3" 11.00 $6.16 $180.07 $114.84 $0.46 $301.53 4" 14.00 $7.84 $229.18 $146.16 $0.46 $383.64 6" 21.00 $11.76 $343.77 $219.24 $0.46 $575.23 8" 29.00 $16.24 $474.73 $302.76 $0.46 $794.19 Lopez Debt Service Page 148 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 23 Proposed Private Fire Protection Fixed Charges Annual costs allocated to the Fire Protection cost component are separated into Public and Private Fire Protection costs. Public Fire Protection costs are included into the monthly service charges as shown in Table 13. Private Fire Protection costs are recovered from those customers that receive the direct fire protection benefit. The monthly cost by equivalent hydrant (fireline) size is provided in Table 15 and the monthly private fireline charges are designed as shown in Table 16. Proposed Service Fee per Additional Unit Charge The City charges for additional dwelling units that are connected to SFR and MFR customers. The charge is 2 HCF of water consumption bi-monthly at the Tier 1 rate. A review of residential customers showed that those that had an additional unit consumed 2 HCF more in use. The additional unit charge is shown on Table 20. Proposed Water Variable Charges Variable charges are designed to recover the costs that were allocated to the Water Supply, Delivery, and Peaking components shown in Table 12. Consumption and peaking characteristics of water system customers were analyzed to allocate costs to customer classification as well as between each tier. The water supply, delivery, and peaking costs are discussed below. Water Supply Costs The City’s water supply costs include groundwater and Lopez water costs. Total water supply costs are shared uniformly by all customers and are not allocated to rate tiers to differentiate the water supply costs on use because 96 percent of the water produced by the City is from Lopez water and the impact to rates is small. Delivery Costs Delivery costs are operating, and capital costs of the water system related to delivering water to all customers at an average rate of use. Delivery costs tend to vary with the total quantity of water consumed under average demand conditions. These costs are also shared uniformly by all customers of the system. Peaking Costs Peaking costs are costs associated with meeting peak rates of demand requirements of the water system and include operating and capital costs beyond that required for average rates of use. Water system facilities are Table 15 Design of 6-Inch Private Fire Protection Charge Fire Protection FY 21-22 Private Fire Protection Cost $86,134 Private Fire Protection Eq. 6" Firelines 1,066 Private Fire Protection 6" Monthly Charge $80.82 Table 16 Design of Private Fireline Charges FY 21-22 Monthly Fireline Fireline Fireline Size Ratio Charge 2" 0.06 $4.49 3" 0.16 $13.06 4" 0.34 $27.82 6" 1.00 $80.82 8" 2.13 $172.23 10" 3.83 $309.73 Page 149 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 24 designed to meet peak demand requirements and are apportioned to customer classes based on their system use characteristics. Peaking costs may be assigned to tiers in a tiered-rate structure based on the customers within the tier that are causing the peak demand. Proposed Single-family and Multifamily Residential Variable Water Rates For this Study it is proposed that the current three-tier rate structure be maintained for SFR and MFR customers, however the tier break points are proposed to be modified. Tier 1 is defined as consumption to provide basic indoor water use and is based on 2.31 persons per household (pph) from the California Department of Finance estimates using 55 gallons per capita per day (gcpd) resulting in a Tier 1 breakpoint of 10 HCF (2.31 pph x 55 gpcd x 365 days per year ÷ 748 gal per HCF ÷ 6 billing periods per year). Tier 2 is defined as consumption related to outdoor water use up to the average of the SFR summer peak demand which was determined from billing information to be 22 HCF. Tier 3 is defined as water use above Tier 2. Table 17 provides a summary of the variable rate components applicable to the SFR and MFR classification consisting of Water Supply, Delivery, and Peaking costs. Water Supply and Delivery costs are allocated to tiers based on water consumption in each tier. Peaking costs are allocated to the defined tiers based on the peaking factors that occur from customers within the tiers based on the tier break points discussed above. Tier 1 is considered to have a peaking factor of 1.0, Tier 2 and Tier 3 have peaking factors that reflect the average use per customer within these tiers as a ratio to Tier 1. Table 17 Design of Single-Family and Multifamily Tiered Water Rate Structure FY 21-22 Water Supply Water Component of Variable Charge Tier % Water Supply Unit Rate Tier Range Consumption Share Costs $/HCF Tier 1 0 - 10 407,204 51.2% $956,771 $2.35 Tier 2 11 - 22 227,263 28.6% $533,980 $2.35 Tier 3 Over 22 160,253 20.2% $376,532 $2.35 794,720 100.0% $1,867,283 Delivery Component of Variable Charge Tier % Delivery Unit Rate Tier Range Consumption Share Costs $/HCF Tier 1 0 - 10 407,204 51.2% $399,584 $0.98 Tier 2 11 - 22 227,263 28.6% $223,011 $0.98 Tier 3 Over 22 160,253 20.2% $157,254 $0.98 794,720 100.0% $779,849 Peaking Component of Variable Charge Tier Peaking Weighted Peaking Unit Rate Tier Range Factor Consumption Costs $/HCF Tier 1 0 - 10 1.00 407,204 $297,111 $0.73 Tier 2 11 - 22 2.06 468,163 $341,588 $1.50 Tier 3 Over 22 2.20 352,556 $257,238 $1.61 1,227,923 $895,937 Page 150 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 25 The sum of the three component’s unit rates equals the water rates in the tiers for the SFR and MFR classifications. Table 18 provides the resulting water rate by tier from summing the Water Supply, Delivery, and Peaking unit rates. SFR and MFR customers pay for the same Water Supply and Delivery costs per HCF, however they pay for their individual peaking requirements and associated costs depending on which tier their consumption falls into. Proposed Non-Residential Variable Water Rates For Non-Residential customers, it is proposed that these classes have an individual uniform volume rate structure that recognizes a blending of the three components of Water Supply, Delivery, and Peaking costs. However, each classification will recognize the individual peaking characteristics of its class in their variable rate. A uniform variable rate structure is recommended for Non-residential classes as they are intended to have separate irrigation meters. Table 19 below provides the Non-residential variable rates. Proposed Water Rates Table 20 presents the proposed fixed charges and variable charges for the water system for the next five years. Table 20 includes the current fixed and variable rates as well as future water rates for implementation beginning on April 19, 2022 and each January 1 through FY 2025-26. The table also includes the current variable charges by rate tier and the new rate structure for April 19, 2022. Water system fixed and variable charges beyond April 19, 2022 are increased by the percentages shown in the financial plan in Table 11. Table 18 Single-family amd Multifamily Residential Tiered Water Rates FY 21-22 Water Total Tier Range Supply Delivery Peaking Rate HCF $/HCF $/HCF $/HCF $/HCF Tier 1 0 - 10 $2.35 $0.98 $0.73 $4.06 Tier 2 11 - 22 $2.35 $0.98 $1.50 $4.83 Tier 3 Over 22 $2.35 $0.98 $1.61 $4.94 Table 19 Design of Non-Residential Variable Water Rates FY 21-22 Total Uniform Description Costs Volume Rate HCF $/HCF Commercial $488,281 111,001 $4.40 Irrigation 453,458 91,207 $4.97 Hydrant 903 114 $7.92 Wheeling $26,081 11,000 $2.37 Page 151 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 26 Water Bill Impact Analysis An impact analysis was performed to evaluate the change in SFR customer bills that would occur from the implementation of the proposed water rates for the April 19, 2022 rate structure implementation. As shown in Table 20 Proposed Water Fixed and Variable Charges with Central Coast Blue Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8" $29.51 $27.83 $29.61 $31.51 $33.53 $35.68 3/4" $31.67 $30.57 $32.53 $34.61 $36.83 $39.19 1" $38.12 $38.78 $41.26 $43.90 $46.71 $49.70 1.5" $46.73 $49.73 $52.91 $56.30 $59.90 $63.73 2" $70.41 $79.83 $84.94 $90.38 $96.16 $102.31 3" $244.74 $301.53 $320.83 $341.36 $363.21 $386.46 4" $309.31 $383.64 $408.19 $434.31 $462.11 $491.69 6" $459.96 $575.23 $612.04 $651.21 $692.89 $737.23 8" $632.14 $794.19 $845.02 $899.10 $956.64 $1,017.86 Service Fee per Add'l Unit $7.99 $8.12 $8.64 $9.20 $9.78 $10.40 Fireline Size 2" $3.74 $4.49 $4.78 $5.09 $5.42 $5.77 3" $10.88 $13.06 $13.90 $14.79 $15.74 $16.75 4" $23.18 $27.82 $29.60 $31.49 $33.51 $35.65 6" $67.33 $80.82 $85.99 $91.49 $97.35 $103.58 8" $143.48 $172.23 $183.25 $194.98 $207.46 $220.74 10" $258.03 $309.73 $329.55 $350.64 $373.08 $396.96 Variable Charge ($ per HCF) Single-Family Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 36 units $4.16 Tier 3 - Over 36 $5.55 Tier 1 - 0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 - 11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 - Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Multifamily Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 27 units $4.16 Tier 3 - Over 27 $5.55 Tier 1 - 0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 - 11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 - Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Commercial $3.95 $4.40 $4.68 $4.98 $5.30 $5.64 Irrigation $4.21 $4.97 $5.29 $5.63 $5.99 $6.37 Hydrant $6.13 $7.92 $8.43 $8.97 $9.54 $10.15 Wheeling $2.04 $2.37 $2.52 $2.68 $2.85 $3.03 Page 152 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 27 Table 21, a SFR customer with a 5/8-inch meter using the average consumption of 19 HCF bi-monthly will experience a bill that will increase from $131.22 to $139.73 an increase of $8.51 or 6.5 percent. Table 22 provides future SFR bills calculated using the proposed rates in Table 20 at the average consumption of 19 HCF bi-monthly. Table 21 Comparison of Current Single-family Residential Bi-monthly Water Bill with 5/8-inch Meter Size with Proposed Bill Using April 2022 Water Rates With Central Coast Blue Current Bill Proposed April 19, 2022 Bill Service Volume Current Service Volume Proposed Dollar Percent Description Use (HCF) Charge Charge Bill Charge Charge Bill Difference Change 0 $59.02 $0.00 $59.02 $55.66 $0.00 $55.66 ($3.36) -5.7% Very Low 5 $59.02 $18.90 $77.92 $55.66 $20.30 $75.96 ($1.96) -2.5% Low 10 $59.02 $37.80 $96.82 $55.66 $40.60 $96.26 ($0.56) -0.6% Median 15 $59.02 $56.70 $115.72 $55.66 $64.75 $120.41 $4.69 4.1% Average 19 $59.02 $72.20 $131.22 $55.66 $84.07 $139.73 $8.51 6.5% High 30 $59.02 $117.96 $176.98 $55.66 $138.08 $193.74 $16.76 9.5% Very High 50 $59.02 $220.62 $279.64 $55.66 $236.88 $292.54 $12.90 4.6% Table 22 Single-family Residential Bi-monthly Water Bill Impacts at 19 HCF Bi-monthly With Central Coast Blue Proposed SFR Charges Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges $59.02 $55.66 $59.22 $63.02 $67.06 $71.36 Variable Charges $72.20 $84.07 $89.46 $95.23 $101.28 $107.71 Total Charges $131.22 $139.73 $148.68 $158.25 $168.34 $179.07 Dollar Change $8.51 $8.95 $9.57 $10.09 $10.73 Percent Change 6.5% 6.4% 6.4% 6.4% 6.4% $131.22 $139.73 $148.68 $158.25 $168.34 $179.07 $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges Variable Charges Page 153 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 28 Water Rate Survey A water rate survey was conducted for neighboring communities to the City of Arroyo Grande. Chart 1 compares the Arroyo Grande SFR estimated bi-monthly water bill with those of neighboring communities at the same consumption of 19 HCF bi-monthly. The rate survey includes rate schedules in effect August 2021. Water bills for Arroyo Grande are shown using the current rates and the proposed April 19, 2022 rates. The chart indicates that with the April 2022 water rate structure change, an Arroyo Grande SFR customer using the average bi- monthly consumption of 19 HCF will experience a bill that is among the lowest of the communities listed. Water Rates without Central Coast Blue This section is provided to illustrate the impact of CCB costs on customer water bills. Water revenue increases could be 4.0 percent annually without CCB as contrasted with 6.4 percent with CCB as shown in Table 23. Table 24 provides the water rates without the CCB project. Chart 1 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with Central Coast Blue Note: Above table uses water rates in effect August 2021. Arroyo Grande April 2022 bill is based on the rate structure and rates in Table 20. Pismo Beach includes Special Water Tax. Table 23 Annual Revenue Increases With and Without Central Coast Blue [1] Increases this year may not match Tables ES-5 and ES-9 due to rate structure change and cost of service adjustments. [2] Central Coast Blue project. April 19 January 1 January 1 January 1 January 1 Description FY 21-22 [1] FY 22-23 FY 23-24 FY 24-25 FY 25-26 Water System (with CCB [2])6.4% 6.4% 6.4% 6.4% 6.4% Water System (without CCB [2])4.0% 4.0% 4.0% 4.0% 4.0% Page 154 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 29 Water Bill Impacts without Central Coast Blue Table 25 provides the bi-monthly bills without CCB at various usage levels for a SFR customer with a 5/8-inch meter compared with the bills using current water rates. Table 25 shows that a SFR customer with a 5/8-inch Table 24 Proposed Water Fixed and Variable Charges without Central Coast Blue Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8" $29.51 $28.41 $29.55 $30.73 $31.96 $33.24 3/4" $31.67 $31.15 $32.40 $33.70 $35.05 $36.45 1" $38.12 $39.35 $40.92 $42.56 $44.26 $46.03 1.5" $46.73 $50.30 $52.31 $54.40 $56.58 $58.84 2" $70.41 $80.39 $83.61 $86.95 $90.43 $94.05 3" $244.74 $302.01 $314.09 $326.65 $339.72 $353.31 4" $309.31 $384.09 $399.45 $415.43 $432.05 $449.33 6" $459.96 $575.61 $598.63 $622.58 $647.48 $673.38 8" $632.14 $794.49 $826.27 $859.32 $893.69 $929.44 Service Fee per Add'l Unit $7.99 $7.92 $8.24 $8.56 $8.90 $9.26 Fireline Size 2" $3.74 $3.66 $3.81 $3.96 $4.12 $4.28 3" $10.88 $10.63 $11.06 $11.50 $11.96 $12.44 4" $23.18 $22.66 $23.57 $24.51 $25.49 $26.51 6" $67.33 $65.81 $68.44 $71.18 $74.03 $76.99 8" $143.48 $140.24 $145.85 $151.68 $157.75 $164.06 10" $258.03 $252.20 $262.29 $272.78 $283.69 $295.04 Variable Charge ($ per HCF) Single-Family Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 36 units $4.16 Tier 3 - Over 36 $5.55 Tier 1 - 0 to 10 units $3.96 $4.12 $4.28 $4.45 $4.63 Tier 2 - 11 to 22 units $4.56 $4.74 $4.93 $5.13 $5.34 Tier 3 - Over 22 $4.64 $4.83 $5.02 $5.22 $5.43 Multifamily Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 27 units $4.16 Tier 3 - Over 27 $5.55 Tier 1 - 0 to 10 units $3.96 $4.12 $4.28 $4.45 $4.63 Tier 2 - 11 to 22 units $4.56 $4.74 $4.93 $5.13 $5.34 Tier 3 - Over 22 $4.64 $4.83 $5.02 $5.22 $5.43 Commercial $3.95 $4.22 $4.39 $4.57 $4.75 $4.94 Irrigation $4.21 $4.75 $4.94 $5.14 $5.35 $5.56 Hydrant $6.13 $7.70 $8.01 $8.33 $8.66 $9.01 Wheeling $2.04 $2.07 $2.15 $2.24 $2.33 $2.42 Page 155 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 30 meter using the average consumption of 19 HCF bi-monthly will experience a bill that will increase from $131.22 to $137.46, an increase of $6.24 or 4.8 percent for the first increase. Table 26 shows how the bills would escalate over time with the revenue increases without the CCB project. Table 25 Comparison of Current Single-family Residential Bi-monthly Water Bill with 5/8-inch Meter Size with Proposed Bill Using April 2022 Water Rates without Central Coast Blue Current Bill Proposed April 19, 2022 Bill Service Volume Current Service Volume Proposed Dollar Percent Description Use (HCF) Charge Charge Bill Charge Charge Bill Difference Change 0 $59.02 $0.00 $59.02 $56.82 $0.00 $56.82 ($2.20) -3.7% Very Low 5 $59.02 $18.90 $77.92 $56.82 $19.80 $76.62 ($1.30) -1.7% Low 10 $59.02 $37.80 $96.82 $56.82 $39.60 $96.42 ($0.40) -0.4% Median 15 $59.02 $56.70 $115.72 $56.82 $62.40 $119.22 $3.50 3.0% Average 19 $59.02 $72.20 $131.22 $56.82 $80.64 $137.46 $6.24 4.8% High 30 $59.02 $117.96 $176.98 $56.82 $131.44 $188.26 $11.28 6.4% Very High 50 $59.02 $220.62 $279.64 $56.82 $224.24 $281.06 $1.42 0.5% Table 26 Single-family Residential Bi-monthly Water Bill Impacts at 19 HCF Bi-monthly without Central Coast Blue Proposed SFR Charges Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges $59.02 $56.82 $59.10 $61.46 $63.92 $66.48 Variable Charges $72.20 $80.64 $83.86 $87.17 $90.67 $94.36 Total Charges $131.22 $137.46 $142.96 $148.63 $154.59 $160.84 Dollar Change $6.24 $5.50 $5.67 $5.96 $6.25 Percent Change 4.8% 4.0% 4.0% 4.0% 4.0% $131.22 $137.46 $142.96 $148.63 $154.59 $160.84 $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges Variable Charges Page 156 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 31 Table 27 provides a comparison of the SFR bi-monthly bills with and without the CCB project while also providing the dollar difference in the bills. The average SFR customer with a 5/8-inch meter using 19 HCF will pay $2.27 more bi-monthly with the CCB project beginning April 19, 2022 and $18.23 more bi-monthly beginning January 1, 2026. Chart 2 provides a comparison of SFR bi-monthly bills with and without CCB to bills of other communities at the same consumption. The chart shows that Arroyo Grande SFR bills remain among the lowest of the bills listed. Table 27 Impacts to Single-family Residential Bi-monthly Water Bills With and without Central Coast Blue at 19 HCF April 19 January 1 January 1 January 1 January 1 Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Average Bill w/o CCB $137.46 $142.96 $148.63 $154.59 $160.84 Average Bill with CCB $139.73 $148.68 $158.25 $168.34 $179.07 Difference $2.27 $5.72 $9.62 $13.75 $18.23 Chart 2 Single-family Residential Bi-Monthly Water Bills of Local Communities Using 19 HCF with Central Coast Blue Note: Above table uses water rates in effect August 2021. Arroyo Grande April 2022 bill is based on the rate structure and rates in Table 24. Pismo Beach includes Special Water Tax. Page 157 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 32 Wastewater Financial Planning Financial planning for the wastewater enterprise includes identifying and projecting revenues and revenue requirements of the wastewater system for a five-year planning period. Estimates of revenue from various sources are compared with the projected revenue requirements. This comparison allows the review of the adequacy of existing revenue to meet annual obligations and provide the basis for revenue adjustments. New wastewater rates and charges are created to recover the City’s annual operating and capital costs associated with the wastewater system. This section discusses the assumptions, current wastewater rates, user classifications, revenues and revenue requirements, planned CIP projects and financing sources, and proposed revenue adjustments. Current Wastewater Rates The current wastewater rates consist of fixed and variable charges to residential and non-residential customers. The rates have not been increased since 2009. All customers are charged the same fixed monthly charge. Residential and Non-residential customers are charged different variable rates. The current rates are presented in Table 28. Wastewater User Classifications Number of Customers The City currently classifies wastewater customers as SFR, MFR, and one of seven classifications for non- residential customers. Residential customers, including SFR and MFR, account for about 94 percent of the total accounts served by the wastewater system. Table 29 provides the historical and projected average number of customers by classification. Table 28 Current Wastewater Rates Fixed Variable Classification Charges Charges [1] $/month $/HCF Single-family Residential [2] $2.40 $0.67 Multifamily Residential [2] 2.40 0.94 Non-Residential $2.40 $1.32 [1] Charged based on water consumption. [2] Charged to each dwelling unit including additional units. Page 158 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 33 Water Sales Volumes of Wastewater Customers Table 30 provides the historical and projected water sales volumes of wastewater customers by classification. Water sales volumes were projected by recognizing the growth in the number of accounts and the FY 2020-21 use per customer. Residential (SFR and MFR) customers account for more than 87 percent of the water sales volumes of wastewater customers. The water sales volumes of wastewater customers are used to calculate projected wastewater revenue and estimate wastewater discharge volumes. The wastewater discharge volumes are used for cost allocation purposes to assign cost responsibility based on wastewater flow of each class. Table 29 Historical and Projected Average Number of Wastewater Customers by Classification Historical Projected Customer Class FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Number of Accounts Single-family Residential [1] 6,007 6,037 6,067 6,097 6,127 6,158 Multifamily Residential 117 118 118 119 119 120 Business 392 394 394 394 394 394 Church 14 14 14 14 14 14 School 13 13 13 13 13 13 Hospital 3 3 3 3 3 3 Motel 9 9 9 9 9 9 Convalescent Home 3 3 3 3 3 3 Total Accounts 6,558 6,591 6,621 6,652 6,682 6,714 Number of Units Multifamily Residential [2] 1,697 1,705 1,714 1,723 1,731 1,740 Convalescent Home [2] 153 153 153 153 153 153 [1] Accounts/units are forecast to increase based on the assumed growth rate of 0.5% annually. [2] Multifamily reflects number of dwelling units. Convalescent reflects number of beds. Table 30 Historical and Projected Water Consumption of Wastewater Customers (HCF) Historical Projected [1] Description FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Single-family Residential 686,416 689,844 693,272 696,700 700,128 703,671 Multifamily Residential 104,384 104,876 105,430 105,983 106,475 107,029 Business 67,804 68,150 68,150 68,150 68,150 68,150 Church 6,168 6,168 6,168 6,168 6,168 6,168 School 11,082 11,082 11,082 11,082 11,082 11,082 Hospital 5,578 5,578 5,578 5,578 5,578 5,578 Motel 13,913 13,913 13,913 13,913 13,913 13,913 Convalescent Home 5,947 5,947 5,947 5,947 5,947 5,947 Total Projected Consumption 901,292 905,558 909,540 913,521 917,441 921,538 [1] Forecast based on application of FY 20-21 use per customer to the number of customers. Page 159 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 34 Wastewater Financial Plan The financial plan provides the means of analyzing the revenue and revenue requirements of the wastewater system and its impact on reserves as well as the ability to fund on-going O&M expense and capital infrastructure requirements. This section of the report discusses the projection of revenue, O&M expenses, CIP needs of the wastewater system and its financing, and revenue adjustments needed to maintain a sustainable wastewater enterprise. Wastewater Revenues The Sewer Fund receives revenue from several sources. Operating revenue is received from rates and charges for wastewater service. Table 31 presents the projected fixed and variable rate revenue from current wastewater rates of the wastewater system. The revenue is projected by applying the current wastewater rates from Table 28 to the projected number of accounts and consumption volume. Miscellaneous Wastewater Revenue Miscellaneous revenues are received from late payment fees and ARPA funds. Table 32 below provides the sources of miscellaneous revenue. Wastewater Revenue Requirements Revenue requirements of the wastewater system include O&M expense and CIP funding. Each of these items are discussed below. Table 31 Projected Rate-based Wastewater Revenue Using Existing Rates Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Wastewater Service Revenues Fixed Charge Revenue [1] $239,616 $240,710 $241,833 $242,956 $244,080 Variable Consumption Revenue [2] 707,085 709,903 712,719 715,478 718,373 Total Revenues From Current Rates $946,701 $950,613 $954,552 $958,434 $962,453 [1] Current fixed charge multiplied by the number of customers. [2] Current non-residential variable rates multiplied by projected non-residential water volumes. Table 32 Projected Miscellaneous Wastewater Revenue Budget Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Utility Billing Late Payment Penalty $7,000 $7,000 $7,000 $7,000 $7,000 ARPA Funds 217,200 50,000 - 282,200 - Total Miscellaneous Revenues $224,200 $57,000 $7,000 $289,200 $7,000 Page 160 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 35 Wastewater Operation and Maintenance Expense O&M are an on-going obligation of the wastewater system and such costs are normally met from wastewater service revenue. O&M includes the cost to operate and maintain the wastewater collection system, lift stations, and treatment and disposal facilities. Costs also include technical services and other general and administrative expenses. O&M has been projected recognizing the major expense categories of personnel services, electric power expense, capital outlay, and all other expenses. Personnel costs consist of salaries and benefits expense of those personnel directly involved with providing wastewater service. Salaries expense is projected to increase by 3.5 percent annually while benefits expense is projected to increase by 8 percent annually. Electric power expense is projected to increase annually at 3 percent while chemicals expense increases by 3 percent. Personnel Transfers increase annually by 4 percent. All other O&M expense is projected to increase by 2 percent annually. Capital outlay is projected to increase by 3 percent annually. Table 33 provides a summary of the wastewater O&M expenses for the Study Period. Wastewater Annual CIP Funding The Sewer Fund pays for CIP needs of the wastewater system as identified in the City’s CIP plan. The annual amount required is provided from the Sewer Fund to aid in funding these improvements. The amount spent annually is discussed below in the Wastewater CIP section. Table 33 Histoprical and Projected Wastewater Operation and Maintenance Expense Budget Projected Desription FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Salaries and Benefits Salaries $132,200 $134,900 $150,276 $153,279 $156,344 Benefits 112,800 104,900 142,928 153,952 165,849 Subtotal Salaries and Benfits $245,000 $239,800 $293,203 $307,231 $322,193 Wastewater Operations Office Supplies $1,100 $1,100 $1,122 $1,144 $1,167 Contractual Services 63,445 64,740 66,035 67,356 68,703 Power 30,000 31,000 30,900 30,900 30,900 Bank Charges 11,000 11,000 11,220 11,444 11,673 Maintenance - Vehicles 8,200 8,400 8,568 8,739 8,914 Maintenance - Office Equipment 600 600 612 624 636 Maintenance - Machinery and Equip 10,300 10,600 10,812 11,028 11,249 Gas & Oil 7,200 7,400 7,548 7,699 7,853 Maintenance Lines & Pumps 31,000 32,000 32,640 33,293 33,959 Debt Principal 8,000 - - - - Debt Interest 500 - - - - Lease Purchase Payments - - - 100,000 100,000 Personnel Transfers 331,700 321,600 334,172 347,242 360,829 Cost Allocation Transfers 126,100 126,100 128,622 131,194 133,818 Transfers Out - CIP Fund 25,940 90,000 91,800 93,636 95,509 Transfers Out - USDA City Hall Loan 5,000 5,000 5,100 5,202 5,306 All Other 5,200 5,200 5,304 5,409 5,517 Subtotal Operations $665,285 $714,740 $734,455 $854,910 $876,033 Capital Outlay Machinery & Equipment 3,500 2,500 2,575 2,652 2,732 Subtotal Capital Outlay $3,500 $2,500 $2,575 $2,652 $2,732 Total Wastewater O&M Expense $913,785 $957,040 $1,030,233 $1,164,793 $1,200,958 Page 161 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 36 Wastewater Capital Improvement Program The City has developed a CIP that lists wastewater capital expenditures for FY 2021-22 through FY 2025-26, presented in Table 34. The majority of the CIP includes trenchless rehabilitation projects. The City projects that it would expend approximately $1.3 million over this period. The CIP is paid for through funds from the Sewer Fund. Wastewater Financial Plan A financial plan has been prepared for the wastewater utility that includes the revenues and revenue requirements that were identified for the wastewater system. The plan is presented in Table 35 and incorporates specific financial planning goals to provide guidance to maintain the health of the wastewater utility on an on-going basis. The goals included the following items.  Generate positive levels of income in each year of the Study period  Maintain the operating and capital reserves at or greater than target levels  Maintain debt service coverage ratios at or greater than the minimum required  Meet the annual capital funding requirement Proposed Revenue Adjustments Table 35 provides the annual revenue increases recommended to meet the financial planning goals for the five- year Study Period. The financial plan indicates that 8.3 percent revenue increases are recommended beginning on April 19, 2022 and on each January 1 through FY 2025-26, with 2.0 percent revenue increases thereafter for the next five years. The increases are necessary to meet the financial planning goals discussed above. Table 34 Wastewater Capital Improvement Program Fiscal Year Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Current Capital Improvement Program (CIP) Projects [1] Fuel Management System/Dispenser Replacement $10,940 $0 $0 $0 $0 Corporation Yard Renovations 15,000 15,000 15,000 15,000 15,000 Financial Managment Software - 75,000 20,000 - - Rate Study Update - - - - 30,000 Maintenance Hole Rehabilitation 60,000 - - - - The Pike Sewer Line Replacement 24,977 - - - - Trenchless Rehab - Alpine/Halcyon/Wood/Vernon 217,200 - - - - Trenchless Rehab - Woodland/Ash - 120,412 - - - Trenchless Rehab - Woodland Backyards - 50,000 - - - Trenchless Rehab - Alder/Cameron - - 254,315 - - Wastewater Master Plan Update - - 100,000 - - Trenchless Rehab - Pilgrim/Orchard/Cherry/California - - - 282,000 - Total Wastewater CIP $328,117 $260,412 $389,315 $297,000 $45,000 [1] CIP Source: FY 21-22 City CIP document. Represents only Sewer Fund portion of project. Page 162 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 37 A graphical depiction of the revenue and revenue requirements from Table 35 are presented in Figure 4. Revenue using the current rates is shown as the black line while revenue with increases is shown as the red line. The green line represents the cash reserve balance at the end of year while the purple line indicates the Target Reserve level. The figure shows that the revenue received from the current rates need to be increased to meet annual obligations, fund the CIP program, and maintain reserves. The figure shows that the operating and capital fund reserve balance (green line) is below the Target Reserve (purple line) in the interim years of the Study Period, however, returns to meet or exceed the target reserve in later years. Table 35 Wastewater Financial Plan Projected Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Proposed Revenue Increase (April 19) 8.3% Proposed Revenue Increase (January 1) 8.3% 8.3% 8.3% 8.3% Sewer Fund - 612 Revenue Rate-based Revenues, Existing Rates [1] $946,701 $950,613 $954,552 $958,434 $962,453 Total Additional Wastewater Revenue [2] 6,548 114,505 203,750 301,109 407,352 Miscellaneous Income 224,200 57,000 7,000 289,200 7,000 Interest Income [3] 6,708 6,442 5,798 5,507 6,281 Total Revenue $1,184,157 $1,128,560 $1,171,100 $1,554,250 $1,383,086 Expenditures Operation and Maintenance Expense $913,785 $957,040 $1,030,233 $1,164,793 $1,200,958 Capital Improvement Funding 328,117 260,412 389,315 297,000 45,000 Total Expenditures $1,241,902 $1,217,452 $1,419,548 $1,461,793 $1,245,958 Net Funds Available ($57,745) ($88,892) ($248,448) $92,457 $137,128 Available Reserves Beginning available reserves [4] $1,011,446 $953,701 $864,809 $616,361 $708,818 Ending available reserves $953,701 $864,809 $616,361 $708,818 $845,946 Target Reserves [5] $728,000 $739,000 $758,000 $791,000 $800,000 [1] Projected using the existing rates. [2] Additional revenue from rate adjustments. [3] Interest earnings on the average fund balance calculated at 0.5% plus Sewer Facility Fund interest income. [4] The available FY 21-22 cash balance provided by the City. Includes operating and capital fund reserves [5] Target reserve estimated at 90 days of operation and maintenance expense plus capital reserve. Page 163 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 38 Wastewater Cost of Service This section of the report discusses how the wastewater system’s operating and capital costs are allocated for use in designing rates. Establishing rates in California requires that the agency responsible for imposing property- related fees create a nexus between the cost of providing service and the rates to be imposed. Industry Methodology Methodology from the Water Environment Federation (WEF) is used in this Study to allocate wastewater costs in an appropriate manner. Similar to AWWA, WEF is an industry trade organization that provides guidance on operations, technical training, education, and management of wastewater utilities. General principles are provided to assist agencies with the design of wastewater rates and charges that are consistent with local requirements while also recognizing state laws and legal framework. Costs of Service to be Allocated The annual revenue requirements for FY 2021-22 are defined as the Test Year and are the cost of providing service for wastewater rate setting. The annual costs this year will be used to evaluate the fairness and equity of the current wastewater rates and will form the basis for the proposed rates. Figure 3 Wastewater Financial Plan Comparison of Revenue with Annual Obligations $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 $0.0 $0.2 $0.4 $0.6 $0.8 $1.0 $1.2 $1.4 $1.6 $1.8 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31 Target and Ending Cash ($ Millions)Sources and Uses ($ Millions)Operating Exp Capital Improvement Funding Revenue with Increases Revenue w/o Increases Target Reserve Operating Reserve Page 164 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 39 The cost of service consists of O&M expense and capital funding needs. To establish the cost of providing service to the users of the wastewater system, costs need to first be allocated to wastewater parameters. Cost Allocation to Wastewater Parameters For the approach used for this Study, the cost allocation components for wastewater service are Flow and Customer. The SSLOCSD provides wastewater collection for the trunk sewer only, wastewater treatment, and disposal services to City customers which are billed separately for these services on the customer bill. Because the City does not provide these services, the City’s costs are only related to Flow (wastewater collection) and Customer (billing). Operating and capital costs are assigned to each parameter based on the functional operation and design of the facilities. The total cost to be recovered in FY 2021-22 from the users of the wastewater system is presented in Table 36. The annual revenue requirements are allocated to each wastewater parameter based on a detailed review of expenses and capital requirements and is used in calculating the unit costs of service. A detailed allocation is provided in Appendix B-1. Unit Costs of Service Each customer classification’s responsibility for a portion of the cost of service is established through developing unit costs of service for each of the wastewater parameters described above. Costs of service are then distributed to each user classification by identifying how each group uses the wastewater system, or their units of service. By applying the unit costs to each customer class’s units of service, the cost of service by customer class is established. A wastewater mass balance was performed that reconciled estimated wastewater flow from City customers to the influent flow received by SSLOCSD. The units of service for each customer classification are provided in Appendix B-2. The units of service for wastewater flow by customer classification were identified from an analysis of the estimated influent flow received by SSLOCSD from the City for FY 2020-21. Table 37 presents the unit costs of providing service for the wastewater system. Unit costs are determined by dividing the costs by parameter from Table 36 and by the units of service from Appendix B-2. Table 36 Allocation of Wastewater Revenue Requirement to Cost Component Revenue Fiscal Year Requirement Flow Customer FY 21-22 $1,025,277 $763,405 $261,872 Page 165 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 40 User Class Costs The unit costs from Table 37 are applied to each customer classifications’ flow and customer units of service from Appendix B-2 to establish user class costs. The resulting cost of service responsibility of each class is provided in Table 38. Wastewater Rates The goal of the rate design is to achieve fairness while ensuring that each customer class pays its fair share of costs. Rates should be simple to administer, easy to understand, and comply with regulatory requirements. This section describes how wastewater rates and charges are designed and includes the proposed schedule of wastewater rates for implementation. Table 37 FY 21-22 Development of Wastewater Unit Costs FY 21-22 Description Total Costs Flow Customer Total Costs of Service $1,025,277 $763,405 $261,872 Units of Service 543,508 99,936 Unit Costs of Service $1.40459 $2.62040 Units of Measure HCF Bills Table 38 Distribution of Costs to Customer Classes FY 21-22 Allocated Description Total Cost Flow Customer Unit Costs of Service $1.40459 $2.62040 Units of Measure HCF Bills Single-family Residential Units of Service 355,128 72,444 Allocated Cost of Service $688,641 $498,809 $189,832 Multifamily Residential Units of Service 77,542 20,460 Allocated Cost of Service $162,528 $108,915 $53,613 Non-Residential Units of Service 110,838 7,032 Allocated Cost of Service $174,108 $155,682 $18,427 Total Costs of Service $1,025,277 $763,405 $261,872 Page 166 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 41 Proposed Wastewater Rate Structure It is proposed to use the current rate structure as the basis for the wastewater rates for the next five years. The rate structure consists of monthly fixed charges for all customers and individual class variable charges based on water consumption applicable to each customer classification. Proposed Wastewater Fixed Charges Fixed charges are stated as the unit cost per bill from Table 37 since these costs do not increase with meter size. All customers are charged the same monthly charge. Proposed Wastewater Variable Charges The wastewater flow costs that were allocated to customer class in Table 38 are divided by metered water consumption of each class to establish the variable rate. Table 39 provides the calculations to establish the variable rates by class. Proposed Wastewater Rates Table 40 presents the proposed fixed charges and variable charges for the wastewater system for the next five years. Table 40 includes the current fixed and variable rates as well as future wastewater rates for implementation beginning on April 19, 2022 and each January 1 through FY 2025-26. Wastewater system fixed and variable charges beyond April 19, 2022 are increased by the percentages shown in the financial plan in Table 35. Table 39 Design of Variable Wastewater Rates FY 21-22 Water Flow Sales Variable Classification Cost [1]Volume Rate $/HCF Single-family Residential $498,809 689,844 $0.72 Multifamily Residential 108,915 104,876 $1.04 Non-Residential 155,682 110,838 $1.40 Total $763,405 905,558 [1] From Table 38. Page 167 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 42 Wastewater Bill Impact Analysis An impact analysis was performed to evaluate the change in SFR customer wastewater bills that would occur from the implementation of the proposed wastewater rates for the April 19, 2022 increase. As shown in Table 41, a SFR customer using the average consumption of 19 HCF bi-monthly will experience a bill that will increase from $68.49 to $69.88, an increase of $1.39 or 2.0 percent. The current and proposed bills include the current South San Luis Obispo County Sanitation District (SSLOCSD) wastewater treatment charge of $25.48 monthly. Table 42 provides future SFR wastewater bills calculated using the proposed rates from Table 40 at the average consumption of 19 HCF bi-monthly. Table 40 Proposed Wastewater Fixed and Variable Charges April 19, January 1, January 1, January 1, January 1, Meter Size Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charge ($ per month) All Customers [1] $2.40 $2.62 $2.84 $3.08 $3.34 $3.62 Variable Charge ($ per HCF) [2] Single-family Residential $0.67 $0.72 $0.78 $0.84 $0.91 $0.99 Multifamily Residential $0.94 $1.04 $1.12 $1.21 $1.31 $1.42 Non-Residential $1.32 $1.40 $1.52 $1.65 $1.79 $1.94 [1] Fixed charge per month per account and to each additional unit. [2] Charged on the basis of water consumption read through the meter. Table 41 Comparison of Current Single-family Residential Bi-monthly Wastewater Bill with Proposed Bill Using April 2022 Wastewater Rates Service San District Volume Current Service San District Volume Proposed Dollar Percent Description Use (HCF) Charge Charge Charge Bill Charge Charge Charge Bill Difference Change 0 $4.80 $50.96 $0.00 $55.76 $5.24 $50.96 $0.00 $56.20 $0.44 0.8% Very Low 5 $4.80 $50.96 $3.35 $59.11 $5.24 $50.96 $3.60 $59.80 $0.69 1.2% Low 10 $4.80 $50.96 $6.70 $62.46 $5.24 $50.96 $7.20 $63.40 $0.94 1.5% Median 13 $4.80 $50.96 $8.71 $64.47 $5.24 $50.96 $9.36 $65.56 $1.09 1.7% Average 19 $4.80 $50.96 $12.73 $68.49 $5.24 $50.96 $13.68 $69.88 $1.39 2.0% High 30 $4.80 $50.96 $20.10 $75.86 $5.24 $50.96 $21.60 $77.80 $1.94 2.6% Very High 50 $4.80 $50.96 $33.50 $89.26 $5.24 $50.96 $36.00 $92.20 $2.94 3.3% Page 168 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 43 Wastewater Rate Survey A wastewater rate survey was conducted for neighboring communities to the City of Arroyo Grande. Chart 3 compares the Arroyo Grande SFR bi-monthly wastewater bill using 19 HCF with those of neighboring communities. The rate survey includes rate schedules in effect August 2021. Wastewater bills for Arroyo Grande are shown using the current rates and the proposed rates for implementation April 19, 2022. The chart indicates that an Arroyo Grande SFR customer will experience a bill that is among the lowest of the communities listed. Table 42 Single-family Residential Bi-monthly Wastewater Bill Impacts at 19 HCF Note: Assumes constant South San Luis Obispo County Sanitation District (SSLOCSD) charges. Proposed SFR Charges Current FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charges $4.80 $5.24 $5.68 $6.16 $6.68 $7.24 Variable Charges $12.73 $13.68 $14.82 $15.96 $17.29 $18.81 SSLOCSD Charge $50.96 $50.96 $50.96 $50.96 $50.96 $50.96 Total Charges $68.49 $69.88 $71.46 $73.08 $74.93 $77.01 Dollar Change $1.39 $1.58 $1.62 $1.85 $2.08 Percent Change 2.0% 2.3% 2.3% 2.5% 2.8% $0 $10 $20 $30 $40 $50 $60 $70 $80 Current FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 Fixed Charges Variable Charges $68.49 $69.88 $71.46 $73.08 $74.93 $77.01 Page 169 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 44 Water and Wastewater Drought Rates The City requested that water and wastewater rates be developed to address the City’s implementation of a Stage 1 drought declaration. The City’s Stage 1 drought declaration includes requesting residential and irrigation customers to reduce consumption from calendar year (CY) 2020 levels by an overall 10 percent as well as other targeted efforts to achieve reductions in water consumption. To compensate for the revenue decline that occurs from the reduction in consumption, Stage 1 drought rates increase the normal water and wastewater rates to recover the lost revenue and to restore the revenue back to the same levels provided in the water and wastewater financial plans in the earlier sections of this report assuming there is a sustained drought at CY 2020 annual consumption levels. The Stage 1 drought rates increase the normal condition water and wastewater rate schedules each by an overall 13.6 percent respectively. The drought rates were determined for a five-year period with the same implementation dates of the normal water and wastewater rates with April 19, 2022 for the first year with subsequent increases each January 1. The drought rates apply when the Arroyo Grande City Council declares a Stage 1 drought declaration. Tables 43 provides Stage 1 drought water rates with Central Coast Blue and Table 44 provides wastewater rates under a Stage 1 drought declaration. Chart 3 Single-family Residential Bi-Monthly Wastewater Bills of Local Communties at 19 HCF Note: Above table uses wastewater rates in effect August 2021. Arroyo Grande April 2022 bill is based on the rate structure and rates in Table 40. Page 170 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 45 Table 43 Proposed Stage 1 Drought Water Fixed and Variable Charges with Central Coast Blue Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8" $29.51 $31.61 $33.64 $35.80 $38.09 $40.53 3/4" $31.67 $34.73 $36.95 $39.32 $41.84 $44.52 1" $38.12 $44.05 $46.87 $49.87 $53.06 $56.46 1.5" $46.73 $56.49 $60.11 $63.96 $68.05 $72.40 2" $70.41 $90.69 $96.49 $102.67 $109.24 $116.22 3" $244.74 $342.54 $364.46 $387.78 $412.61 $439.02 4" $309.31 $435.82 $463.70 $493.38 $524.96 $558.56 6" $459.96 $653.46 $695.28 $739.77 $787.12 $837.49 8" $632.14 $902.20 $959.94 $1,021.38 $1,086.74 $1,156.29 Service Fee per Add'l Unit $7.99 $9.22 $9.82 $10.46 $11.12 $11.82 Fireline Size 2" $3.74 $5.10 $5.43 $5.78 $6.16 $6.55 3" $10.88 $14.84 $15.78 $16.79 $17.87 $19.02 4" $23.18 $31.60 $33.63 $35.77 $38.07 $40.50 6" $67.33 $91.81 $97.68 $103.93 $110.59 $117.67 8" $143.48 $195.65 $208.18 $221.51 $235.69 $250.77 10" $258.03 $351.85 $374.38 $398.34 $423.83 $450.96 Variable Charge ($ per HCF) Single-Family Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 36 units $4.16 Tier 3 - 37 to 36 units $5.55 Tier 1 - 0 to 10 units $4.61 $4.91 $5.23 $5.56 $5.91 Tier 2 - 11 to 22 units $5.49 $5.84 $6.21 $6.61 $7.03 Tier 3 - Over 22 $5.61 $5.98 $6.36 $6.77 $7.20 Multifamily Tier 1 - 0 to 18 units $3.78 Tier 2 - 19 to 27 units $4.16 Tier 3 - Over 27 $5.55 Tier 1 - 0 to 10 units $4.61 $4.91 $5.23 $5.56 $5.91 Tier 2 - 11 to 22 units $5.49 $5.84 $6.21 $6.61 $7.03 Tier 3 - Over 22 $5.61 $5.98 $6.36 $6.77 $7.20 Commercial $3.95 $5.00 $5.32 $5.66 $6.02 $6.41 Irrigation $4.21 $5.65 $6.01 $6.40 $6.80 $7.24 Hydrant $6.13 $9.00 $9.58 $10.19 $10.84 $11.53 Wheeling $2.04 $2.69 $2.86 $3.04 $3.24 $3.44 Page 171 of 621 Water and Wastewater Rate Study  City of Arroyo Grande Tuckfield & Associates 46 Table 44 Proposed Stage 1 Drought Wastewater Fixed and Variable Charges Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charge ($ per month) All Customers [1] $2.40 $2.98 $3.23 $3.50 $3.79 $4.11 Variable Charge ($ per HCF) [2] Single-family Residential $0.67 $0.82 $0.89 $0.95 $1.03 $1.12 Multifamily Residential $0.94 $1.18 $1.27 $1.37 $1.49 $1.61 Non-Residential $1.32 $1.60 $1.73 $1.87 $2.03 $2.20 [1] Fixed charge per month per account and to each additional unit. [2] Charged on the basis of water consumption read through the meter. Page 172 of 621 Tuckfield & Associates 47 Appendix A Water System Historical and Projected Operation and Maintenance Expense and Cost of Service Allocation with Central Coast Blue are provided in Appendix A. Page 173 of 621 Tuckfield & Associates 48 Appendix A-1 Historical and Projected Water Operation and Maintenance Expense Line Budget Projected No. Description FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Water Fund Administration 1 Salaries $63,700 $65,000 $67,275 $69,630 $72,067 2 Benefits 163,100 133,500 144,180 155,714 168,172 3 Contractual Services 221,045 191,140 194,964 198,863 202,840 4 Personnel Transfers 909,621 875,626 910,651 947,077 984,960 5 Personnel Transfers - Utility Billing 94,879 98,674 102,621 106,726 110,995 6 Cost Allocation Transfers 1,156,900 1,156,900 1,180,038 1,203,639 1,227,712 7 Transfers Out - USDA City Hall Loan 8,800 8,800 8,800 8,800 8,800 8 All Other 130,900 133,000 135,660 138,372 141,140 9 Total Water Administration $2,748,945 $2,662,640 $2,744,189 $2,828,821 $2,916,686 Water Production 10 Salaries $75,700 $77,200 $79,902 $82,699 $85,593 11 Benefits 42,500 43,300 46,764 50,505 54,546 12 Power (electricity) 56,700 57,400 58,862 60,862 62,940 13 Services and Supplies 30,900 31,800 32,436 33,084 33,746 14 Total Water Production $205,800 $209,700 $217,964 $227,150 $236,825 Water Distribution 15 Salaries $293,400 $296,000 $306,360 $317,083 $328,180 16 Benefits 156,700 163,000 176,040 190,123 205,333 17 Supplies - Water Meters 41,200 42,400 43,248 44,113 44,995 18 Chemicals 25,800 26,500 27,402 28,333 29,301 19 Power 90,000 92,700 95,857 99,113 102,497 20 Maintenance - Vehicles 10,300 10,600 10,812 11,028 11,249 21 Maintenance - Mach & Equip 7,200 7,400 7,548 7,699 7,853 22 Maintenance - Bldgs 5,200 5,400 5,508 5,618 5,730 23 Gas and Oil 20,600 21,200 21,624 22,056 22,497 24 Maintenance - Reservoirs 10,300 10,600 10,812 11,028 11,249 25 Maintenance - Wells/lines/pumps 57,000 59,000 60,180 61,384 62,612 26 Maintenance - Meters 10,000 10,000 10,200 10,404 10,612 27 All Other 117,800 39,000 39,780 40,574 41,386 28 Subtotal $845,500 $783,800 $815,371 $848,556 $883,494 29 Subtotal O&M Expense $3,800,245 $3,656,140 $3,777,524 $3,904,527 $4,037,005 30 Central Coast Blue Water Supply - - 131,073 532,155 548,120 Lopez Fund Lopez Water Supply 31 Lopez Contract O&M $2,239,161 $2,472,198 $2,546,364 $2,622,755 $2,701,438 32 Lopez Dam Bonds - 2011A Debt Service 420,749 434,981 434,981 434,981 434,981 33 SRF Loan Debt Service 845,137 845,137 845,137 845,137 845,137 34 Lopez Capital Outlay 235,066 100,000 100,000 100,000 100,000 35 Total Lopez Water Expense $3,740,113 $3,852,316 $3,926,482 $4,002,873 $4,081,556 36 Total Water System O&M Expense $7,540,358 $7,508,456 $7,835,079 $8,439,555 $8,666,681 Page 174 of 621 Tuckfield & Associates 49 Appendix A-2 Allocation of Water Revenue Requirements to Cost Component FY 21-22 Common to All Except Wheeling Revenue Common to All Direct Fire Water Requirement Delivery Peaking Meters/Serv Customer Protection Supply Delivery Peaking Lopez Debt Administration Salaries and Benefits $226,800 $69,637 $97,756 $11,045 $0 $16,196 $0 $17,109 $15,057 $0 Contractual Services 213,614 65,587 92,074 10,403 - 15,254 - 16,115 14,181 - Contractual Services - Billing 5,464 - - - 5,464 - - - - - Contractual Services - Meter Reading 1,967 - - - 1,967 - - - - - Water Treatment Services (sampling & testing) 21,000 - - - - - 21,000 - - - Personnel Transfers 909,621 279,287 392,072 44,300 - 64,956 - 68,620 60,386 - Personnel Transfers - Utility Billing 94,879 - - - 94,879 - - - - - Cost Allocation Transfers 1,156,900 355,212 498,655 56,343 - 82,614 - 87,274 76,802 - Transfers Out - USDA City Hall Loan 8,800 2,702 3,793 429 - 628 - 664 584 - Other 109,900 25,759 36,163 4,086 26,000 5,992 - 6,330 5,570 - Total General and Administration $2,748,945 $798,184 $1,120,513 $126,606 $128,310 $185,640 $21,000 $196,112 $172,580 $0 Water Production Salaries and Benefits $118,200 $0 $0 $0 $0 $0 $0 $62,872 $55,328 $0 Contractual Services 10,300 - - - - - - 5,479 4,821 - Power (electricity) 56,700 - - - - - 56,700 - - - Maintenance - Machinery & Equipment 20,600 - - - - - - 10,957 9,643 - Total Water Production $205,800 $0 $0 $0 $0 $0 $56,700 $79,308 $69,792 $0 Water Distribution Salaries and Benefits $450,100 $113,581 $314,619 $0 $0 $21,900 $0 $0 $0 $0 Supplies - Water Meters 41,200 - - 41,200 - - - - - - Chemicals 25,800 - - - - - 25,800 - - - Contractual Services 20,600 5,465 15,135 - - - - - - - Power 90,000 77,783 12,217 - - - - - - - Maintenance - Vehicles 10,300 2,732 7,568 - - - - - - - Maintenance - Office Equip $0 - - - - - - - - - Maintenance - Mach & Equip 7,200 1,909 5,291 - - - - - - - Maintenance - Bldgs $5,200 1,379 3,821 - - - - - - - Maintenance - Reservoirs 10,300 1,030 9,270 - - - - - - - Maintenance - Wells/lines/pumps $57,000 8,268 7,277 - - 41,455 - - - - Maintenance - Meters 10,000 - - 10,000 - - - - - - Lease Purchase Payments $13,500 3,581 9,919 - - - - - - - Equipment 67,500 14,795 40,986 - - 11,719 - - - - All Other 36,800 9,764 27,036 - - - - - - - Total Water Distribution $845,500 $240,288 $453,139 $51,200 $0 $75,073 $25,800 $0 $0 $0 Lopez Water Expense $3,740,113 $0 $0 $0 $0 $0 $2,239,161 $0 $0 $1,500,952 Total Operation and Maintenance Expense $7,540,358 $1,038,472 $1,573,652 $177,806 $128,310 $260,713 $2,342,661 $275,420 $242,372 $1,500,952 Capital Costs Capital Improvement Funding $2,226,797 $503,270 $1,532,013 $0 $0 $0 $0 $101,869 $89,645 $0 Total Capital Costs $2,226,797 $503,270 $1,532,013 $0 $0 $0 $0 $101,869 $89,645 $0 Adjustments Revenue Offsets ($1,138,052) ($319,697) ($484,452) ($54,738) ($39,500) ($80,262) $0 ($84,788) ($74,615) $0 Adjustments for Annual Cash Balance (1,877,791) (527,500) (799,349) (90,318) (65,176) (132,431) - (139,902) (123,115) - Adjustments to Annualize Rate Increase 393,976 110,675 167,710 18,949 13,674 27,785 - 29,353 25,830 - Total Adjustments ($2,621,867) ($736,522) ($1,116,091) ($126,107) ($91,002) ($184,908) $0 ($195,337) ($171,900) $0 Total Cost of Service $7,145,288 $805,219 $1,989,574 $51,699 $37,308 $75,805 $2,342,661 $181,952 $160,117 $1,500,952 Page 175 of 621 Tuckfield & Associates 50 Appendix B Wastewater System Allocation of Wastewater Revenue Requirements to Cost Component and Units of Service are provided in Appendix B. Page 176 of 621 Tuckfield & Associates 51 Appendix B-1 Allocation of Wastewater Revenue Requirements to Cost Component FY 21-22 Description Total Cost Flow Customer General Direct Operation and Maintenance Expense Salaries and Benefits $245,000 $217,511 $27,489 $0 Power 30,000 30,000 0 0 Maintenance Lines & Pumps 31,000 27,522 3,478 0 Personnel Transfers - Billing 13,746 0 13,746 0 Capital Outlay 3,500 3,175 325 0 All Other O&M 590,539 0 49,974 540,565 Total Operation and Maintenance Expense $913,785 $278,208 $95,012 $540,565 Reallocation of General Expense 0 404,142 136,423 (540,565) Total Operation and Maintenance Expense $913,785 $682,350 $231,435 $0 Capital Improvement Funding $328,117 $297,680 $30,437 $0 Adjustments Revenue Offsets ($230,925) ($230,925) $0 $0 Adjustments for Annual Cash Balance (51,180) (51,180) 0 0 Adjustments to Annualize Rate Increase 65,480 65,480 0 0 Total Adjustments ($216,625) ($216,625) $0 $0 Total Revenue Requirement $1,025,277 $763,405 $261,872 $0 Page 177 of 621 Tuckfield & Associates 52 Appendix B-2 FY 21-22 Units of Service Overall Total FY 21-22 Return Wastewater Customer Class Annual Use Factor Volume Bills HCF HCF Bills Single-family Residential 689,844 51% 355,128 72,444 Multifamily Residential 104,876 74% 77,542 20,460 Non-Residential 110,838 100% 110,838 7,032 Total System 905,558 543,508 99,936 Page 178 of 621 ITEM 9.a: Attachment 3 - December 14, 2021 Staff Report Attachment 3 is available as a link: https://pub-arroyogrande.escribemeetings.com/ filestream.ashx?DocumentId=547 Page 179 of 621 ITEM 9.a: Attachment 4 - January 11, 2022 Staff Report Attachment 4 is available as a link: https://pub- arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=590 Page 180 of 621 January 21, 2022 Dear Property Owner or Tenant Customer, This notice is intended to inform you that the Arroyo Grande City Council will hold a public hearing regarding proposed water and wastewater rate increases for City of Arroyo Grande customers (the “Proposed Water and Wastewater Rate Increases”). The Proposed Water and Wastewater Rate Increases will be considered by the Arroyo Grande City Council at the date, time and location specified below. Consistent with the requirements of Proposition 218, this notice also provides you with the following information: •The basis upon which the amount of the Proposed Water and Wastewater Rate Increases were calculated •The amount of the Proposed Water and Wastewater Rate Increases; •The reason for the Proposed Water and Wastewater Rate Increases; and •Majority protest procedures. PROPOSED WATER AND WASTEWATER RATE INCREASE AMOUNTS AND BASIS OF CALCULATION The Proposed Water and Wastewater Rate Increases were presented to the Council in the Report on Water and Wastewater Rate Study (the Report) by Tuckfield and Associates at its January 11, 2022 meeting. The Report can be viewed online at: http://www.arroyogrande.org/129/Water-Sewer-Utilities. The following tables provide a NOTICE OF PUBLIC HEARING A Public Hearing for the Proposed Water and Wastewater Rate Increases will be held on: Date: Tuesday, March 8, 2022 Time: 6:00 pm Place: City of Arroyo Grande, Council Chambers, 215 East Branch Street, Arroyo Grande, CA 93420 Use the following Zoom link to join the Meeting: https://us02web.zoom.us/j/83255848846 Webinar ID: 832 5584 8846 Or by Telephone: 1-669-900-6833; 1-346-248-7799 Given the recent increase in COVID-19 cases in San Luis Obispo County, and in compliance with Assembly Bill (AB) 361, which allows for a deviation of teleconference rules required by the Ralph M. Brown Act, City Council meetings are being conducted by video/teleconferencing through Zoom Webinar until further notice. Meetings will be broadcast live on Channel 20 and streamed on the City’s website and www.slo- span.org. Members of the public may participate and provide public comment on agenda items during the meeting by joining the Zoom meeting or by submitting written public comments to the City Clerk at publiccomment@arroyogrande.org. This notice has been sent to all property owners and customers who are tenants of leased property (tenant customer) that are directly responsible for payment of water and wastewater utility services. If adopted, the Proposed Water and Wastewater Rate Increases would become effective April 19, 2022. If you would like to receive this notice in Spanish, please contact the City of Arroyo Grande at (805) 473-5438. Si le gustaria recibir este documento en Espanol, por favor llame the City of Arroyo Grande (805) 473-5438 o vistie el sitio web en http://www.arroyogrande.org/129/Water-Sewer-Utilities. ATTACHMENT 5 Page 181 of 621 summary of the proposed changes to the water and wastewater rates to be considered by the Arroyo Grande City Council at the public hearing referenced above. The tables set forth the Proposed Water and Wastewater Rate Increases from fiscal years 2021/2022 through 2025/2026. The rate structure for water and wastewater service has two components: (1) a fixed monthly charge; and (2) a variable (water consumption-based) charge. The first component is a fixed amount calculated to recover the City’s fixed costs of operating and maintaining the City’s water system and is established on the basis of the customer class and water meter size. The variable component of the rate structure is based on water consumption. The variable component is structured in such a way as to capture water supply, water delivery and system peaking costs and to deter waste and encourage conservation. For residential customers, the variable charges are further apportioned between three distinct tiers. The goal of the first tier is to provide for basic indoor water use; the second tier is to provide for outdoor irrigation; and the third tier is for excessive use or to encourage conservation. Together, the components are calculated to recover the proportionate cost of providing water service to parcels within each customer class. The Proposed Water and Wastewater Rate Increases are scheduled to go into effect April 19, 2022. PROPOSED FIVE-YEAR WATER FIXED AND VARIABLE CHARGES Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) 5/8"$29.51 $27.83 $29.61 $31.51 $33.53 $35.68 3/4" $31.67 $30.57 $32.53 $34.61 $36.83 $39.19 1"$38.12 $38.78 $41.26 $43.90 $46.71 $49.70 1.5"$46.73 $49.73 $52.91 $56.30 $59.90 $63.73 2"$70.41 $79.83 $84.94 $90.38 $96.16 $102.31 3"$244.74 $301.53 $320.83 $341.36 $363.21 $386.46 4"$309.31 $383.64 $408.19 $434.31 $462.11 $491.69 6"$459.96 $575.23 $612.04 $651.21 $692.89 $737.23 8"$632.14 $794.19 $845.02 $899.10 $956.64 $1,017.86 Service Fee per Add'l Unit $7.99 $8.12 $8.64 $9.20 $9.78 $10.40 Variable Charge ($ per HCF) Single-Family Tier 1 -0 to 18 units $3.78 Tier 2 -19 to 36 units $4.16 Tier 3 -Over 36 $5.55 Tier 1 -0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 -11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 -Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Multifamily Tier 1 -0 to 18 units $3.78 Tier 2 -19 to 27 units $4.16 Tier 3 -Over 27 $5.55 Tier 1 -0 to 10 units $4.06 $4.32 $4.60 $4.89 $5.20 Tier 2 -11 to 22 units $4.83 $5.14 $5.47 $5.82 $6.19 Tier 3 -Over 22 $4.94 $5.26 $5.60 $5.96 $6.34 Page 182 of 621 PROPOSED FIVE-YEAR WASTEWATER FIXED AND VARIABLE REASON FOR THE PROPOSED WATER AND WASTEWATER RATE INCREASES The Proposed Water Rate Increases are necessary for the City to continue to provide safe and reliable water service to the residents of Arroyo Grande due to increasing operational, maintenance and capital costs. Several factors have contributed to the increase in costs, including, but not limited to, increase in purchased water expense, rehabilitation, replacement and repair of water infrastructure and facilities, adequate revenues to cover debt service payments, the rising cost of electricity and natural gas needed to operate utility facilities, increased costs associated with operation of utility vehicles, ongoing maintenance of infrastructure, increased labor costs, and increased costs associated with meeting more stringent State and Federal regulations. The Proposed Water Rate Increase also addresses the funding necessary for the City to participate in the Central Coast Blue Project, a regional recycled water project that will provide additional water to the Cities of Arroyo Grande, Grover Beach, and Pismo Beach, and a seawater intrusion barrier to protect the groundwater basin. WRITTEN PROTEST Pursuant to Proposition 218, you may submit a written protest against any or all of the Proposed Water and Wastewater Rate Increases to the City Clerk before the close of the Public Hearing referenced above (page 1). A written protest must contain a statement that you protest the Proposed Water and Wastewater Rate Increases, the address or assessor’s parcel number of the parcel or parcels which receive water service and must be signed by either the owner or the tenant customer of the parcel or parcels. If the person signing the protest is not shown on the last equalized assessment roll of San Luis Obispo County as an owner of the property, the protest must contain, or be accompanied by, written evidence that such person is an owner of the property or tenant Current April 19, January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Meter Size Fixed Charge ($ per month) Fireline Size 2"$3.74 $4.40 $4.84 $5.32 $5.64 $5.64 3"$10.88 $12.79 $14.07 $15.48 $16.41 $16.41 4"$23.18 $27.25 $29.98 $32.98 $34.96 $34.96 6"$67.33 $79.16 $87.08 $95.79 $101.54 $101.54 8"$143.48 $168.69 $185.56 $204.12 $216.37 $216.37 10"$258.03 $303.37 $333.71 $367.08 $389.10 $389.10 Variable Charge ($ per HCF) Commercial $3.95 $4.40 $4.68 $4.98 $5.30 $5.64 Irrigation $4.21 $4.97 $5.29 $5.63 $5.99 $6.37 Hydrant $6.13 $7.92 $8.43 $8.97 $9.54 $10.15 Wheeling $2.04 $2.37 $2.52 $2.68 $2.85 $3.03 Current April 19,January 1, January 1, January 1, January 1, Rate FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 Fixed Charge ($ per month) All Customers [1]$2.40 $2.62 $2.84 $3.08 $3.34 $3.62 Variable Charge ($ per HCF) [2] Single-family Residential $0.67 $0.72 $0.78 $0.84 $0.91 $0.99 Multifamily Residential $0.94 $1.04 $1.12 $1.21 $1.31 $1.42 Non-Residential $1.32 $1.40 $1.52 $1.65 $1.79 $1.94 [1] Fixed charge per month per account and to each additional unit. [2] Charged on the basis of water consumption read through the meter. Page 183 of 621 responsible for payment. Protest letters must include the name and signature of the owner or tenant customer submitting the protest. How to submit a protest letter: • In person, delivered to the City Clerk at Arroyo Grande City Hall (300 E. Branch St.); • Via email to the City Clerk at: publiccomment@arroyogrande.org; • By facsimile addressed to the City Clerk at: (805) 473-0386; or • By mail to: City of Arroyo Grande Attn: City Clerk 300 E. Branch St. Arroyo Grande, CA 93420 Any protest submitted via email must include a digital signature or a valid image of the protestor’s signature. Only one written protest will be counted per identified parcel. Any challenges to the Proposed Water and Wastewater Rate Increases must be filed as validation suits within 120 days in compliance with SB 323, which added Section 53759 to the Government Code, and any other applicable laws. Written protests may also be personally delivered to the City Clerk at the Arroyo Grande City Hall (300 E. Branch Street, Arroyo Grande, CA). To be valid, a protest meeting all of the requirements described above must be received by the City Clerk before the close of the public hearing referenced above (page 1). Oral protests will not be counted in determining the existence of a majority protest. If you have questions about the Proposed Water Rate Increases, please call the City of Arroyo Grande Administrative Services Department at (805) 473-5438. City artwork Postage 300 E. Branch St. Arroyo Grande, CA 93420 Customer address City, State Zip Page 184 of 621 Page 185 of 621 Item 9.b. MEMORANDUM TO: City Council FROM: Jessica Matson, Legislative & Information Services Director/City Clerk Timothy J. Carmel, City Attorney SUBJECT: Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps DATE: March 8, 2022 SUMMARY OF ACTION: Public Hearing to consider final maps for the creation of a district-based election system. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: There is no financial impact for conducting the public hearing and receiving input. However, transitioning to district elections required the City to retain the services of a demographer. The cost of such services are projected to be approximately $24,000 and have been budgeted in the FY 2021-2023 Biennial Budget. RECOMMENDATION: 1) Receive a report from the consultant on final maps selected by Council at the previous hearing; 2) Conduct a public hearing to consider final maps; 3) Provide direction on a proposed election sequence; and 4) Provide direction to bring back an ordinance for introduction at the next public hearing that will create districts reflecting the selected map. BACKGROUND: The City engaged a demographer, National Demographics Corporation (NDC), to assist the City in the districting process . NDC has worked with the City to develop a timeline of public forums, formal public hearings, draft map dates, and final map adoption and presented t he proc ess and timeline to the City Council and public. NDC also worked with the City and County Registrar of Voters to confirm GIS boundaries, prepare total population estimates and socio -economic data for use in paper and online map -drawing tools, and prepared reports regarding demographics and compliance with State and federal criteria in preparation for analysis of map submissions from the public. NDC’s staff led two public workshops conducted in the Fall of 2021 to assist in the map drawing process and has ev aluated each of the maps submitted for compliance with applicable laws. Page 186 of 621 Item 9.b. City Council Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps March 8, 2022 Page 2 Pursuant to Elections Code Section 10010, the City conducted its first two public hearings on July 27, 2021, and August 10, 2021, prior to drafting maps of proposed districts. At the July 27th hearing, NDC provided a general overview of the districting process and Council received initial public input on communities of interest and approved the timeline for developing and approving a Council district map. At the August 10th hearing, NDC and staff provided further information on the districting process and outreach initiatives. Council received further input from the public on a list of neighborhoods and communities of interest to consider in t he district map-drawing process. All maps collected from the public by the February 8, 2022 , deadline were posted on the City’s website on February 15, 2022. A third public hearing was held on February 22, 2022 to review draft maps submitted by the public and NDC. At that hearing, Council heard an update from staff and a presentation from NDC regarding the map-drawing process, public map submissions, and the legal requirements for developing a district -based election system. After Council discussion, Plan 902, as originally submitted, was selected for further consideration at the next public hearing. Council also selected Plans 202 and 903 for further consideration with requested modifications. Modifications were also requested for Plan 902. In total, Council requested four (4) maps for consideration at the next public hearing. These four maps were posted on the City’s website on March 1, 2022, at www.arroyogrande.org/districtelections. Council also discussed a proposed election sequence, as required by the Election Code. After analyzing all of the submitted maps, existing Council terms of office, and where current Council members reside, NDC developed a potential election sequence for Council’s consideration as follows:  District 1 and District 2 up for election in 2024, as two incumbents whose terms expire in 2024 live in those areas; and  Districts 3 and 4 up for election this November 2022. Council expressed concerns with having two neighboring districts up for election at the same time due to possible confusion among voters learning a new voting system. Instead, suggestions were made to have one district from the west side of the City and one from the east side of the City up for election first in 2022. The Council concurred that they would like to give the public time to review final map selections and discuss the election sequence more at this public hearing. Sequencing of the elections by district will not impact the ability of seated Council members to serve out the remainder of their existing terms of office. Public Outreach Since the February 22 nd public hearing, staff has published Council’s se lected maps to be conside red at the next public hearing on the City’s districting webpage, Page 187 of 621 Item 9.b. City Council Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps March 8, 2022 Page 3 updated the spotlight on the City’s website homepage, and sent out a press release and social media posts encouraging public participation. ANALYSIS OF ISSUES: This hearing is the fourth of four required public hearings the City must hold prior to adopting a Council district map to begin transitioning to district-based elections. The purpose of this fourth hearing is to discuss the four maps Council selected for further consideration, including the modifications requested on three of the maps. Staff is requesting Council direction on a final map and desired election sequence to enable staff to prepare a proposed ordinance that will set forth the new districts. Following this hearing, staff will bring the proposed ordinance to the City Council for introduction on March 22, 2022, with adoption of the final map scheduled for April 12, 2022. In order to meet the deadlines established by the County Clerk-Recorder, a map must be adopted by April 17, 2022, and forwarded to the County Clerk-Recorder by April 22, 2022. Below is the current Districting Timeline showing the remaining public meetings. Strikeouts reflect items that have been completed. Date Time Location Meeting Type July 27, 2021 6:00 PM Council Chambers / Virtual Public Hearing 1 Held prior to release of draft maps. Receive input on composition of districts. August 10, 2021 6:00 PM Council Chambers / Virtual Public Hearing 2 Held prior to release of draft maps. Receive input on composition of districts. Census Data Release August 16, 2021 Census Bureau releases official 2020 Census population data. September 18, 2021 10:00 AM– 12:00 PM Virtual Public Workshop 1 California Data Release Early October 2021 California Statewide Database releases California’s official ‘prisoner-adjusted’ 2020 population data. October 28, 2021 6:00 – 8:00 PM Virtual Public Workshop 2 February 8, 2022 5:00 PM Draft Map Submissions Due February 15, 2022 Release Draft Maps (7 days prior to Public Hearing 3) February 22, 2022 6:00 PM Virtual Public Hearing 3 Discuss and revise the draft maps and discuss election sequence. Page 188 of 621 Item 9.b. City Council Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps March 8, 2022 Page 4 March 8, 2022 6:00 PM Council Chamber & Virtual Public Hearing 4 Discuss draft maps and election sequence. Final map selection. March 22, 2022 6:00 PM Council Chamber & Virtual Public Hearing 5 Introduce ordinance. April 12, 2022 6:00 PM Council Chamber & Virtual Map adopted by ordinance Adoption deadline: April 17, 2022 Consideration of Final Maps As described in prior discussions of this item, a number of federal and state statutes and Court decisions dictate the process and considerations that the City must use to create voting districts. Voting districts must comply with the following requirements:  Each district shall contain a nearly equal population.  Each district shall be drawn in a manner that complies with the US Constitution, California Constitution, Federal Voting Rights Act, and California Voting Rights Act.  Each district shall not be drawn with race as the predominate factor in violation of the principles established by the U.S. Supreme Court in Shaw v. Reno, 509 U.S. 630 (1993), and its progeny. Additionally, pursuant to Elections Code Section 21601, the Council must adopt district boundaries using the following criteria as set forth in the following order of priority: 1. To the extent practicable, districts shall be geographically contiguous. Areas that meet only at the points of adjoining corners are not contiguous. 2. To the extent practicable, the geographic integrity of any local neighborhood or local community of interest shall be respected in a manner that minimizes its division. A “community of interest” is a population that shares common social or economic interests that should be included with in a single district for purposes of its effective and fair representation. Communities of interest do not include relationships with political parties, incumbents, or political candidates. 3. District boundaries should be easily identifiable and understandable by residents. To the extent practicable, districts shall be bounded by natural and artificial barriers, by streets, or by the boundaries of the city. 4. To the extent practicable, and where it does not conflict with the preceding criteria, districts shall be drawn to encourage geographical compactness in a manner that nearby areas of population are not bypassed in favor of more distant populations. Page 189 of 621 Item 9.b. City Council Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps March 8, 2022 Page 5 Lastly, the Council may not adopt district boundaries for the purpose of favoring or discriminating against a political party. Council Selected Focus Maps At the February 22nd public hearing, Council selected four maps for further consideration as follows: Plan 902 (Attachment 2) This plan, developed by NDC, unites the Village in proposed District 2, while proposed District 1 crosses the freeway. The boundary between proposed Districts 3 and 4 follows Halcyon Road and Fair Oaks Avenue, while that between Districts 4 and 2 follows the freeway, Fair Oaks Avenue, and Valley Road. Plan 902 Mod (Attachment 3) Council requested modifications to the original Plan 902 as follows:  Remove from proposed District 1 the portion between Brisco Road, Grand Avenue, and the freeway;  Make necessary changes elsewhere to maintain population balance. NDC was able to move the area between Brisco Road, Highway 101, and East Grand Avenue from proposed District 1 to proposed District 3. To compensate for District 1's population loss, NDC moved the area between Tally Ho Road, Printz Road, the northeastern City limits, Stagecoach Road, Huasna Road, Corbett Canyon Road, Paseo Street, and split Census Block 060790118001000 from District 2 to District 1. To compensate for District 2's population loss, NDC moved the area between East Grand Avenue, Highway 101, Fair Oaks Avenue, Valley Road, the southern City limits, Arroyo Grande Creek, Fair Oaks Avenue, and South Halcyon Road from proposed District 4 to proposed District 2. Finally, to compensate for District 4's population loss, NDC moved the area between Ash Street, Alder Street, Fair Oaks Avenue, the Census block boundary separating Bakeman Lane from Golden West Place, Farroll Avenue, and the western City limits from proposed District 3 to proposed District 4. Plan 903 Mod (Attachment 4) This original plan, developed by NDC, unites the Village in proposed District 2 and keeps proposed District 1 on one side of the freeway. The boundary between proposed Districts 3 and 4 follows Brisco Road and Elm Street, while th e boundary between Districts 4 and 2 follows Grand Avenue and Halcyon Road. Council requested modifications to the original Plan 903 as follows:  Keep the Village together;  Split Census Block 060790118001000 by moving the Crown Hill neighborhood from proposed District 1 to proposed District 2; Page 190 of 621 Item 9.b. City Council Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps March 8, 2022 Page 6 For Plan 903 Mod, NDC moved the area between Le Point Street, splitting Census Block 060790118001000, Paseo Street, Corbett Canyon Road, East Branch Street, and North Mason Street from proposed District 1 to proposed District 2. To compensate for District 1's population loss, NDC moved the area between Stagecoach Road, the Census Block boundary separating Gularte Road and Pearwood Avenue from La Cresta Drive and Rosewood Lane, and Huasna Road from District 2 to District 1. Plan 202 Mod (Attachment 5) This plan was submitted by the public. Council requested modifications to the original Plan 202 as follows:  Move the area north of East Branch Street from proposed District 1 to proposed District 2 (according to the split Census blocks). For Plan 202 Mod, NDC moved the area between West Branch Street, Vernon Street, splitting Census Block 060790118001014, Miller Way, Le Point Street, splitting Census Block 060790118001000, Crown Terrace, Crown Hill Street, and East Branch Street from proposed District 1 to proposed District 2. No other change was needed to compensate for District 1's population loss. Input from the Public Public input received following the February 22nd Public Hearing is provided in Attachment 6 and includes one email received on February 26, 2022. The email addresses the composition of proposed Districts 1 and 2 and maintaining communities with “common social and economic interest.” Next Steps Staff is requesting Council review the four final maps, Plans 902, 902 Mod, 903 Mod, and 202 Mod (Attachments 2-5 respectively), and provide direction on a final map selection and desired election sequence. Following the selection of a final map, staff will bring back an ordinance for introduction on March 22, 2022. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. 1) Receive a report from the consultant on final maps selected by Council at the previous hearing; 2) Conduct a public hearing to consider final maps and an election sequence; 3) Provide direction on a proposed election sequence; and 4) Provide direction to bring back an ordinance for introduction at the next public hearing that will create districts reflecting the selected map. 2. Provide other direction to staff. Page 191 of 621 Item 9.b. City Council Public Hearing on the Creation of a District-Based Election System and Consideration of Final District Maps March 8, 2022 Page 7 ADVANTAGES: Approving the recommendation will allow for public input regarding the final maps and allow Council to review and select a final map and election sequence for introduction of an ordinance at the March 22, 2022 public hearing. DISADVANTAGES: No disadvantages have been identif ied. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Public Hearing Notice and Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Additionally, the Public Hearing Notice was published in the Tribune. Attachments: 1. Districting Timeline 2. Plan 902 3. Plan 902 Mod 4. Plan 903 Mod 5. Plan 202 Mod 6. Correspondence 7. NDC’s PowerPoint Presentation Page 192 of 621 Updated 3/2/22 Date Time Location Meeting Type July 27, 2021 6:00 PM Council Chambers / Virtual Public Hearing 1 Held prior to release of draft maps. Receive input on composition of districts. August 10, 2021 6:00 PM Council Chambers / Virtual Public Hearing 2 Held prior to release of draft maps. Receive input on composition of districts. Census Data Release August 16, 2021 Census Bureau releases official 2020 Census population data. September 18, 2021 10:00 AM– 12:00 PM Virtual Public Workshop 1 California Data Release Early October 2021 California Statewide Database releases California’s official ‘prisoner-adjusted’ 2020 population data. October 28, 2021 6:00 – 8:00 PM Virtual Public Workshop 2 February 8, 2022 5:00 PM Draft Map Submissions Due February 15, 2022 Release Draft Maps (7 days prior to Public Hearing 3) February 22, 2022 6:00 PM Virtual Public Hearing 3 Discuss and revise the draft maps and discuss election sequence. March 8, 2022 6:00 PM Council Chamber and Virtual Public Hearing 4 Discuss draft maps and election sequence. Final map selection. March 22, 2022 6:00 PM Council Chamber and Virtual Public Hearing 5 Introduce ordinance. April 12, 2022 6:00 PM Council Chamber and Virtual Map adopted by ordinance Adoption deadline: April 17, 2022 ATTACHMENT 1 Page 193 of 621 4 3 2 1 Arroyo Grande Crk101 101 227 W Branch St E B ranch StCorbett Canyon Rdla CanadaE C herry A veRodeo DrFarroll Ave B risco R dFair Oaks Ave S Halcyon RdS Alpine StTr a f fi c Wa y The Pike Maple St E Grand Ave Montego St Courtland StN oyes R dR ancho Pkwy James Way S Ma s o n S tTally Ho RdSunrise Dr Stagecoach RdHu a s n a R d Leanna Dr Branch Mill RdN Halcyon RdGaynfair TerWoodl a nd Dr Ash St Alder StOak Park BlvdS Elm StEque s t r i a n Wa y Ga r d e n S t Or c h a r d Av e Castillo del M ar F air O ak A veVa ll e y Rd Focus Plan 902City of Arroyo Grande 2021/22 Transition to District Elections National Demographics Corporation, February 25, 2022 Proposed Election Sequence: 2022: Districts 1 & 3 2024: Districts 2 & 4 Not Population Balanced ©2017 CALIPER ATTACHMENT 2 Page 194 of 621 City of Arroyo Grande - Plan 902 District 1 Total Pop 4,586 Deviation from ideal -31 % Deviation -0.67% % Hisp 13.1% % NH White 74% % NH Black 1% % Asian-American 7% Total 3,400 % Hisp 9% % NH White 83% % NH Black 3% % Asian/Pac.Isl.4% Total 3,698 % Latino est.8% % Spanish-Surnamed 8% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.85% % NH Black 2% Total 3,378 % Latino est.8% % Spanish-Surnamed 8% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.86% % NH Black 2% Total 2,739 % Latino est.7% % Spanish-Surnamed 7% % Asian-Surnamed 2% % Filipino-Surnamed 0% % NH White est.87% % NH Black est.2% ACS Pop. Est.Total 4,087 age0-19 15% age20-60 45% age60plus 40% immigrants 8% naturalized 67% english 89% spanish 4% asian-lang 2% other lang 5% Language Fluency Speaks Eng. "Less than Very Well"3% hs-grad 44% bachelor 23% graduatedegree 17% Child in Household child-under18 17% Pct of Pop. Age 16+employed 49% income 0-25k 19% income 25-50k 11% income 50-75k 13% income 75-200k 47% income 200k-plus 10% single family 86% multi-family 14% rented 22% owned 78% Total population data from the 2010 Decennial Census. Surname-based Voter Registration and Turnout data from the California Statewide Database. Latino voter registration and turnout data are Spanish-surname counts adjusted using Census Population Department undercount estimates. NH White and NH Black registration and turnout counts estimated by NDC. Citizen Voting Age Pop., Age, Immigration, and other demographics from the 2013-2017 American Community Survey and Special Tabulation 5-year data. 2 4,670 53 1.15% 13% 77% 1% 4% 4,081 10% 84% 1% 5% 3,832 8% 7% 2% 1% 89% 0% 3,517 7% 7% 2% 1% 89% 0% 2,817 7% 6% 2% 1% 90% 0% 5,140 24% 45% 31% 6% 74% 91% 1% 2% 6% 4% 49% 24% 14% 25% 59% 9% 16% 15% 47% 12% 95% 5% 27% 73% 3 4,633 16 0.35% 26% 61% 2% 6% 3,293 18% 73% 0% 5% 2,848 17% 16% 2% 2% 79% 0% 2,412 15% 14% 2% 2% 81% 0% 1,781 12% 11% 2% 2% 84% 1% 4,593 24% 49% 27% 10% 57% 84% 12% 3% 1% 5% 46% 21% 12% 32% 62% 17% 20% 17% 41% 5% 71% 29% 49% 51% 4 4,580 -37 -0.80% 26% 63% 2% 5% 3,371 15% 76% 1% 6% 2,956 15% 14% 2% 1% 81% 1% 2,555 14% 13% 2% 1% 82% 1% 1,916 10% 10% 2% 1% 86% 1% 4,320 22% 57% 20% 10% 64% 86% 8% 3% 3% 4% 52% 18% 9% 27% 63% 13% 13% 21% 50% 2% 81% 19% 34% 66% Total 18,469 90 1.95% 20% 69% 1% 5% 14,144 13% 79% 1% 5% 13,334 11% 11% 2% 1% 84% 1% 11,862 10% 10% 2% 1% 85% 1% 9,253 8% 8% 2% 1% 87% 1% 18,140 22% 49% 29% 8% 65% 88% 6% 2% 4% 4% 48% 22% 13% 25% 58% 14% 16% 16% 46% 8% 84% 16% 33% 67% 02/11/2022 18:29 Page 1 of 1 Total Pop Citizen Voting Age Pop Voter Registration (Nov 2020) Voter Turnout (Nov 2020) Voter Turnout (Nov 2018) Age Immigration Language spoken at home Education (among those age 25+) Household Income Housing Stats Page 195 of 621 4 3 2 1 Arroyo Grande Crk101 101 227 W Branch St E B ranch StCorbett Canyon Rdla CanadaE C herry A veRodeo DrFarroll Ave B risco R dFair Oaks Ave S Halcyon RdS Alpine StTr a f fi c Wa y The Pike Maple St E Grand Ave Montego St Courtland StN oyes R dR ancho Pkwy James Way S Ma s o n S tTally Ho RdSunrise Dr Stagecoach RdHu a s n a R d Leanna Dr Branch Mill RdN Halcyon RdGaynfair TerWoodl a nd Dr Ash St Alder StOak Park BlvdS Elm StEque s t r i a n Wa y Ga r d e n S t Or c h a r d Av e Castillo del M ar F air O ak A veVa ll e y Rd City of Arroyo Grande 2021/22 Transition to District Elections National Demographics Corporation, February 25, 2022 Proposed Election Sequence: 2022: Districts 1 & 3 2024: Districts 2 & 4 Not Population Balanced Focus Plan 902 Mod ©2017 CALIPER ATTACHMENT 3 Page 196 of 621 City of Arroyo Grande - Plan 902 Mod District 1 Total Pop 4,623 Deviation from ideal 6 % Deviation 0.13% % Hisp 11.5% % NH White 76% % NH Black 1% % Asian-American 7% Total 3,461 % Hisp 8% % NH White 85% % NH Black 2% % Asian/Pac.Isl.4% Total 3,911 % Latino est.7% % Spanish-Surnamed 7% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.87% % NH Black 2% Total 3,601 % Latino est.7% % Spanish-Surnamed 7% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.88% % NH Black 2% Total 2,963 % Latino est.6% % Spanish-Surnamed 6% % Asian-Surnamed 2% % Filipino-Surnamed 0% % NH White est.89% % NH Black est.2% ACS Pop. Est.Total 4,177 age0-19 17% age20-60 45% age60plus 39% immigrants 8% naturalized 67% english 90% spanish 4% asian-lang 2% other lang 5% Language Fluency Speaks Eng. "Less than Very Well"3% hs-grad 42% bachelor 25% graduatedegree 18% Child in Household child-under18 20% Pct of Pop. Age 16+employed 50% income 0-25k 16% income 25-50k 10% income 50-75k 12% income 75-200k 49% income 200k-plus 12% single family 89% multi-family 11% rented 19% owned 81% Total population data from the 2010 Decennial Census. Surname-based Voter Registration and Turnout data from the California Statewide Database. Latino voter registration and turnout data are Spanish-surname counts adjusted using Census Population Department undercount estimates. NH White and NH Black registration and turnout counts estimated by NDC. Citizen Voting Age Pop., Age, Immigration, and other demographics from the 2013-2017 American Community Survey and Special Tabulation 5-year data. 2 4,767 150 3.25% 16% 74% 1% 4% 4,224 12% 82% 0% 5% 3,799 9% 8% 2% 1% 88% 0% 3,447 8% 8% 2% 1% 87% 0% 2,703 8% 7% 2% 1% 89% 0% 5,225 23% 46% 31% 6% 77% 91% 1% 2% 6% 4% 51% 22% 12% 24% 59% 11% 17% 16% 47% 10% 94% 6% 29% 71% 3 4,502 -115 -2.49% 27% 59% 2% 6% 3,100 19% 71% 2% 5% 2,710 17% 16% 2% 2% 78% 1% 2,304 16% 15% 2% 2% 79% 1% 1,691 11% 11% 2% 2% 84% 1% 4,336 23% 49% 28% 10% 58% 85% 11% 3% 1% 5% 46% 21% 12% 30% 62% 17% 21% 17% 41% 5% 70% 30% 50% 50% 4 4,577 -40 -0.87% 25% 64% 2% 5% 3,359 13% 78% 1% 6% 2,914 15% 14% 2% 1% 81% 1% 2,510 14% 13% 2% 1% 82% 1% 1,896 11% 10% 2% 1% 85% 1% 4,402 23% 56% 21% 10% 59% 84% 10% 3% 3% 5% 51% 18% 9% 29% 62% 13% 14% 22% 48% 3% 78% 22% 36% 64% Total 18,469 265 5.74% 20% 69% 1% 5% 14,144 13% 79% 1% 5% 13,334 11% 11% 2% 1% 84% 1% 11,862 10% 10% 2% 1% 85% 1% 9,253 8% 8% 2% 1% 87% 1% 18,140 22% 49% 29% 8% 65% 88% 6% 2% 4% 4% 48% 22% 13% 25% 58% 14% 16% 16% 46% 8% 84% 16% 33% 67% 02/25/2022 12:54 Page 1 of 1 Total Pop Citizen Voting Age Pop Voter Registration (Nov 2020) Voter Turnout (Nov 2020) Voter Turnout (Nov 2018) Age Immigration Language spoken at home Education (among those age 25+) Household Income Housing Stats Page 197 of 621 4 3 2 1 Arroyo Grande Crk101 101 227 W Branch St E B ranch StCorbett Canyon Rdla CanadaE C herry A veRodeo DrFarroll Ave B risco R dFair Oaks Ave S Halcyon RdS Alpine StTr a f fi c Wa y The Pike Maple St E Grand Ave Montego St Courtland StN oyes R dR ancho Pkwy James Way S Ma s o n S tTally Ho RdSunrise Dr Stagecoach RdHu a s n a R d Leanna Dr Branch Mill RdN Halcyon RdGaynfair TerWoodl a nd Dr Ash St Alder StOak Park BlvdS Elm StEque s t r i a n Wa y Ga r d e n S t Or c h a r d Av e Castillo del M ar F air O ak A veVa ll e y Rd City of Arroyo Grande 2021/22 Transition to District Elections National Demographics Corporation, February 25, 2022 Proposed Election Sequence: 2022: Districts 1 & 3 2024: Districts 2 & 4 Not Population Balanced Focus Plan 903 Mod ©2017 CALIPER ATTACHMENT 4 Page 198 of 621 City of Arroyo Grande - Plan 903 Mod District 1 Total Pop 4,483 Deviation from ideal -134 % Deviation -2.90% % Hisp 11.5% % NH White 77% % NH Black 1% % Asian-American 6% Total 3,358 % Hisp 8% % NH White 87% % NH Black 0% % Asian/Pac.Isl.4% Total 3,798 % Latino est.7% % Spanish-Surnamed 6% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.89% % NH Black 0% Total 3,529 % Latino est.6% % Spanish-Surnamed 6% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.90% % NH Black 0% Total 2,941 % Latino est.6% % Spanish-Surnamed 6% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.90% % NH Black est.1% ACS Pop. Est.Total 4,144 age0-19 19% age20-60 45% age60plus 37% immigrants 7% naturalized 70% english 91% spanish 3% asian-lang 1% other lang 5% Language Fluency Speaks Eng. "Less than Very Well"3% hs-grad 41% bachelor 26% graduatedegree 19% Child in Household child-under18 23% Pct of Pop. Age 16+employed 51% income 0-25k 13% income 25-50k 8% income 50-75k 12% income 75-200k 54% income 200k-plus 13% single family 95% multi-family 5% rented 14% owned 86% Total population data from the 2010 Decennial Census. Surname-based Voter Registration and Turnout data from the California Statewide Database. Latino voter registration and turnout data are Spanish-surname counts adjusted using Census Population Department undercount estimates. NH White and NH Black registration and turnout counts estimated by NDC. Citizen Voting Age Pop., Age, Immigration, and other demographics from the 2013-2017 American Community Survey and Special Tabulation 5-year data. 2 4,757 140 3.03% 16% 74% 1% 4% 4,248 13% 81% 0% 5% 3,745 9% 9% 2% 1% 87% 0% 3,367 9% 8% 2% 1% 87% 0% 2,637 8% 8% 2% 1% 89% 0% 5,186 22% 47% 31% 6% 79% 91% 1% 2% 7% 4% 53% 21% 11% 22% 60% 13% 17% 16% 46% 8% 93% 7% 30% 70% 3 4,408 -209 -4.53% 25% 63% 2% 6% 3,124 17% 71% 3% 6% 2,785 16% 15% 2% 2% 77% 3% 2,397 15% 14% 2% 2% 78% 3% 1,765 11% 11% 2% 1% 82% 2% 4,233 25% 50% 25% 10% 57% 86% 8% 4% 2% 5% 46% 20% 13% 31% 62% 14% 22% 18% 42% 4% 71% 29% 50% 50% 4 4,821 204 4.42% 27% 61% 2% 5% 3,415 14% 76% 2% 6% 3,006 16% 15% 2% 1% 80% 1% 2,569 14% 13% 2% 1% 81% 1% 1,910 11% 11% 2% 2% 84% 1% 4,577 21% 54% 25% 10% 58% 82% 12% 3% 2% 5% 51% 20% 9% 26% 60% 17% 15% 19% 43% 5% 74% 26% 38% 62% Total 18,469 413 8.95% 20% 69% 1% 5% 14,144 13% 79% 1% 5% 13,334 11% 11% 2% 1% 84% 1% 11,862 10% 10% 2% 1% 85% 1% 9,253 8% 8% 2% 1% 87% 1% 18,140 22% 49% 29% 8% 65% 88% 6% 2% 4% 4% 48% 22% 13% 25% 58% 14% 16% 16% 46% 8% 84% 16% 33% 67% 02/25/2022 13:50 Page 1 of 1 Total Pop Citizen Voting Age Pop Voter Registration (Nov 2020) Voter Turnout (Nov 2020) Voter Turnout (Nov 2018) Age Immigration Language spoken at home Education (among those age 25+) Household Income Housing Stats Page 199 of 621 4 3 2 1 Arroyo Grande Crk101 101 227 W Branch St E B ranch StCorbett Canyon Rdla CanadaE C herry A veRodeo DrFarroll Ave B risco R dFair Oaks Ave S Halcyon RdS Alpine StTr a f fi c Wa y The Pike Maple St E Grand Ave Montego St Courtland StN oyes R dR ancho Pkwy James Way S Ma s o n S tTally Ho RdSunrise Dr Stagecoach RdHu a s n a R d Leanna Dr Branch Mill RdN Halcyon RdGaynfair TerWoodl a nd Dr Ash St Alder StOak Park BlvdS Elm StEque s t r i a n Wa y Ga r d e n S t Or c h a r d Av e Castillo del M ar F air O ak A veVa ll e y Rd City of Arroyo Grande 2021/22 Transition to District Elections National Demographics Corporation, February 25, 2022 Proposed Election Sequence: 2022: Districts 1 & 3 2024: Districts 2 & 4 Not Population Balanced Focus Plan 202 Mod ©2017 CALIPER ATTACHMENT 5 Page 200 of 621 City of Arroyo Grande - Plan 202 Mod District 1 Total Pop 4,483 Deviation from ideal -134 % Deviation -2.90% % Hisp 11.5% % NH White 77% % NH Black 1% % Asian-American 6% Total 3,358 % Hisp 8% % NH White 87% % NH Black 0% % Asian/Pac.Isl.4% Total 3,798 % Latino est.7% % Spanish-Surnamed 6% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.89% % NH Black 0% Total 3,529 % Latino est.6% % Spanish-Surnamed 6% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.90% % NH Black 0% Total 2,941 % Latino est.6% % Spanish-Surnamed 6% % Asian-Surnamed 3% % Filipino-Surnamed 1% % NH White est.90% % NH Black est.1% ACS Pop. Est.Total 4,144 age0-19 19% age20-60 45% age60plus 37% immigrants 7% naturalized 70% english 91% spanish 3% asian-lang 1% other lang 5% Language Fluency Speaks Eng. "Less than Very Well"3% hs-grad 41% bachelor 26% graduatedegree 19% Child in Household child-under18 23% Pct of Pop. Age 16+employed 51% income 0-25k 13% income 25-50k 8% income 50-75k 12% income 75-200k 54% income 200k-plus 13% single family 95% multi-family 5% rented 14% owned 86% Total population data from the 2010 Decennial Census. Surname-based Voter Registration and Turnout data from the California Statewide Database. Latino voter registration and turnout data are Spanish-surname counts adjusted using Census Population Department undercount estimates. NH White and NH Black registration and turnout counts estimated by NDC. Citizen Voting Age Pop., Age, Immigration, and other demographics from the 2013-2017 American Community Survey and Special Tabulation 5-year data. 2 4,586 -31 -0.67% 17% 73% 1% 4% 4,029 13% 80% 1% 5% 3,555 9% 9% 2% 1% 87% 0% 3,200 9% 8% 2% 1% 86% 0% 2,472 8% 8% 2% 1% 88% 0% 5,015 22% 47% 31% 6% 78% 91% 1% 2% 7% 4% 53% 21% 11% 22% 59% 12% 17% 17% 46% 8% 93% 7% 30% 70% 3 4,666 49 1.06% 26% 62% 2% 6% 3,293 17% 71% 3% 6% 2,985 16% 15% 2% 2% 77% 3% 2,553 15% 14% 2% 2% 79% 3% 1,886 11% 11% 2% 2% 83% 3% 4,407 23% 47% 30% 11% 57% 85% 10% 4% 1% 4% 45% 21% 12% 28% 60% 18% 22% 16% 38% 5% 68% 32% 51% 49% 4 4,734 117 2.53% 25% 64% 2% 5% 3,464 13% 77% 1% 6% 2,996 15% 14% 2% 1% 81% 1% 2,580 14% 13% 2% 1% 82% 1% 1,954 11% 10% 2% 1% 85% 1% 4,575 23% 56% 21% 10% 59% 84% 10% 3% 3% 5% 51% 18% 9% 29% 62% 13% 15% 21% 47% 4% 78% 22% 36% 64% Total 18,469 251 5.44% 20% 69% 1% 5% 14,144 13% 79% 1% 5% 13,334 11% 11% 2% 1% 84% 1% 11,862 10% 10% 2% 1% 85% 1% 9,253 8% 8% 2% 1% 87% 1% 18,140 22% 49% 29% 8% 65% 88% 6% 2% 4% 4% 48% 22% 13% 25% 58% 14% 16% 16% 46% 8% 84% 16% 33% 67% 02/25/2022 13:59 Page 1 of 1 Total Pop Citizen Voting Age Pop Voter Registration (Nov 2020) Voter Turnout (Nov 2020) Voter Turnout (Nov 2018) Age Immigration Language spoken at home Education (among those age 25+) Household Income Housing Stats Page 201 of 621 From: Claudine Lingo [mailto:] Sent: Saturday, February 26, 2022 9:19 PM To: City Council <citycouncil@arroyogrande.org> Cc: Jessica Matson <jmatson@arroyogrande.org> Subject: DISTRICT-BASED ELECTIONS This is to provide input in regard to proposed maps for dividing Arroyo Grande into four district-based areas as required by the California Voting Rights Act. I have reviewed suggested district-based elections maps included in the February 22, 2022 council meeting agenda. Below are my comments/input. One of the requirements indicated in the February 22, 2022 agenda item regarding district-based elections was maintaining geographic integrity of local neighborhoods/communities of interest. A community of interest is defined as “a population that shares common social or economic interests that should be included within a single district” to provide effective representation. I will address the composition of Districts 1 and 2, as those are the areas with which I am most familiar. In order to maintain communities with “common social and economic interest” in the same district, the boundaries for District 1 should be Oak Park/Noyes, west and east sides of James Way to the intersection with Mesquite (if not down to the intersection of Village Glen or Tally Ho), and intersections of Old Ranch Road/West Branch. It is my opinion that any plan that divides this area does not reflect an area of “common social and economic interest”. This is especially true when Grace Lane is the dividing line between Districts 1 and 2 (reference Plans 102 and 106,). Grace Lane is closely connected with Rodeo, Mercedes and Old Ranch Road socially and economically. Also, Rodeo Drive, Grace Lane, Mercedes Drive and Old Ranch Road are considered part of the “Royal Oaks neighborhood”. Rodeo and Mercedes residents represented Grace Lane, Rodeo, Mercedes and Old Ranch Road residents in regard to the Brisco Interchange Project. To balance the population in Districts 1 and 2, the Tally Ho intersection at the intersection of 227 could be the border between Districts 1 and 2 since that area is more closely aligned with the village area. The areas west of the 101 could be moved from Districts 1 and 2 to Districts 3 or 4 (whichever is determined more appropriate by those who know those neighborhoods better). While areas east of the 101 connected to the village might be considered communities of “common social and economic interest” with the west side of the 101 (I don’t know those neighborhoods good enough to hazard a guess), I do not believe that the area on the west side of the 101 have a "common social and economic interest" with the areas on the east side of the 101 from Oak Park to Old Ranch Road. Removing the west side of the 101 from Districts 1 and 2 would help to balance the populations of each district. Furthermore, by moving the area south of Tally Ho/227 intersection to District 2, the populations of District 1 and 2 would become more balanced. In summary, I am opposed to the following Plans without adjustments to Districts 1 and 2 to reflect “common social and economic interests” in Districts 1 and 2: 102, 106, 108, 112, 113, 114, 115, 901, and 902. I’m sure Arroyo Grande residents more familiar with districts 3 and 4 are better able to recommend changes needed to represent their communities of interest west of the 101. It should be noted that with the exception of one current council member, I do not know where the other three current council members reside; so my comments are not the result of a desire to include or exclude anyone from representing the area in which I live. Thanks for the opportunity to provide input; I hope the City Council and Mayor will seriously consider these comments before making a decision on the boundaries of the voting districts. Sincerely, Claudine Lingo ATTACHMENT 6 Page 202 of 621 1 City of Arroyo Grande Transition to District Elections March 8, 2022 ATTACHMENT 7 Page 203 of 621 2 Transition Process March 8, 2022 Step Description Initial pre-draft hearings: July 27 & August 10 Held prior to release of draft maps. Intended to educate on the process and solicit input on the “neighborhoods” and “communities of interest” in the City. Public workshops: Sep. 18 & Oct. 28 Training on public mapping tools and guidance on drawing maps. Initial deadline for draft maps: February 8 Deadline for the public to submit draft maps for consideration at the first hearing on draft plans. Release draft plans: February 15 Draft plans posted to the City’s districting website. Three hearings on draft plans: Feb. 22, Mar. 8 & 22 Three meetings to discuss and, if necessary, revise the draft plans and to discuss the election sequence. Plan adoption: April 12 One draft plan adopted via ordinance. Final plan must be posted at least 7 days prior to adoption. Page 204 of 621 3 Rules and Goals for Drawing Districts March 8, 2022 Equal Population Federal Voting Rights Act No Racial Gerrymandering 1. Federal Laws 2. California Criteria for Cities 1.Geographically contiguous 2.Undivided neighborhoods and “communities of interest” (Socio-economic geographic areas that should be kept together) 3.Easily identifiable boundaries 4.Compact (Do not bypass one group of people to get to a more distant group of people) Prohibited: “Shall not favor or discriminate against a political party.” 3. Other Traditional Districting Principles Respect voters’ choices / continuity in office Future population growth Page 205 of 621 4March 8, 2022 Total Population Deviation: 2.0% Most Underpopulated District: 4 (–0.8%) Most Latino District: 3 (18% CVAP) Page 206 of 621 5March 8, 2022 Total Population Deviation: 5.7% Most Underpopulated District: 3 (–2.5%) Most Latino District: 3 (19% CVAP) Page 207 of 621 6March 8, 2022 Total Population Deviation: 9.0% Most Underpopulated District: 3 (–4.5%) Most Latino District: 3 (17% CVAP) Page 208 of 621 7March 8, 2022 Total Population Deviation: 5.4% Most Underpopulated District: 1 (–2.9%) Most Latino District: 3 (17% CVAP) Page 209 of 621 8 Public Hearing & Discussion Questions about the focus plans? Which plan do you prefer? Please refer to the Interactive Review Map for a detailed look at each plan March 8, 2022Page 210 of 621 Item 9.c. MEMORANDUM TO: City Council FROM: Brian Pedrotti, Community Development Director BY: Andrew Perez, Acting Planning Manager SUBJECT: Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22 DATE: March 8, 2022 SUMMARY OF ACTION: Approving the FY 2021-22 Arroyo Grande Community Service Grant Program allocations will assist local non-profit organizations in implementing various service programs that directly benefit Arroyo Grande residents. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021 -2022 Community Service Grant Program, bringing the total funding available for this program in FY 2021 - 22 to $82,065. RECOMMENDATION: Adopt a Resolution approving the Arroyo Grande Community Service Grant Program funding allocations identified in Attachment 1. BACKGROUND: In response to federal Community Development Block Grant (CDBG) funding limitations and restrictions, the City established the Community Service Grant Program (CSGP) in 2014 as a means of providing funding for community service projects separate and apart from the CDBG program. The FY 2021-22 budget includes $25,000 for the CSGP. Non- profit organizations that offer specialized social service, educational, cultural, beautification and recreational programs and projects benefitting Arroyo Grande citizens are eligible to receive funding through the program. At its regular meeting on October 12, 2021, City Council appropriated an additional $57,065 of ARPA funding to the CSGP, bringing the total to $82,065. Page 211 of 621 Item 9.c. City Council Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22 March 8, 2022 Page 2 Due to the impact of the COVID-19 pandemic and the limited fundraising opportunities for non-profit organizations during this time, a record number of applications for CSGP were submitted. The City received a total of twenty-two (22) applications requesting a total of $169,178. For comparison, sixteen (16) applications were submitted in 20 20, and a total of $127,435 was requested. Applications for CSGP are reviewed by the Community Service Grant Panel (Panel). The Panel consists of one member from the Planning Commission, one member from the Architectural Review Committee, one member from the Downtown Parking Advisory Board, one member from the Arroyo Grande Tourism Business Improvement District Board, and one member from the South County Chamber of Commerce Board of Directors. This Panel convened on March 2, 2022, via teleconference, to review the applications and make funding recommendations to City Council. ANALYSIS OF ISSUES: The Committee voted to present the following funding recommendations listed in Table 1 below (recommendations are in the far right column) for approval by Council: NAME OF NON- PROFIT PROJECT SUMMARY AREA SERVED GRANT AMOUNT REQUESTED IN 2022 GRANT PANEL REC. 1) Arroyo Grande Bulls Baseball Baseball development camps for youth AG $8,778 $5,000 2) Arroyo Grande Community Hospital Foundation Personal sleeping packs for homeless patients upon release from hospital care SLO County $7,200 $5,500 3) AG In Bloom Insurance, equipment, and supplies AG $3,500 $2,500 4) Assistance League of SLO County Operation School Bell provides school supplies and clothing to students in need SLO County $3,500 $2,500 5) Big Brothers Big Sisters of SLO County Youth mentoring program SLO County $10,000 $1,000 6) Boy Scouts – Los Padres Council Recruitment and scholarship opportunities for new members SB and SLO Counties $1,500 $1,500 7) Camp Arroyo Grande (5 Cities Community Service Foundation) Restoration of historic tabernacle AG $25,000 $15,000 Page 212 of 621 Item 9.c. City Council Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22 March 8, 2022 Page 3 NAME OF NON- PROFIT PROJECT SUMMARY AREA SERVED GRANT AMOUNT REQUESTED IN 2022 GRANT PANEL REC. 8) Camp Fire Central Coast Funding for after-school, home-school, and summer programs AG $10,000 $2,100 9) CASA Train volunteers to advocate for children in the court system SLO County $5,000 $1,000 10) Central Coast Aquarium Marine science discovery labs for underserved students SLO County & Santa Maria $2,000 $1,000 11) Central Coast Childbirth Network Host wellness expo to connect families with resources and support SLO County w/ emphasis on AG $6,000 $4,000 12) Clark Center Arts in Education program for scholarships, grants, and student art shows SLO & SB Counties $10,000 $10,000 13) AG United Methodist Children’s Center Cover increased expenses required to maintain a safe environment during the ongoing pandemic 5 Cities $22,200 $0 14) Five Cities Meals on Wheels Provide hot meals to homebound residents of all ages 5 Cities $5,000 $5,000 15) Hospice of SLO County Grief counseling and in- home support to residents with life limiting or life threatening illnesses AG $5,000 $5,000 16) Lumina Alliance Emergency services for victims of sexual assault and intimate partner violence SLO County $10,000 $4,000 17) People’s Self Help Housing Support for the Supportive Housing Program assisting residents of affordable housing units to increase resiliency and enhance health outcomes AG $5,000 $2,000 18) Shower the People Provides free hot showers to homeless individuals SLO County $10,000 $7,500 Page 213 of 621 Item 9.c. City Council Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22 March 8, 2022 Page 4 NAME OF NON- PROFIT PROJECT SUMMARY AREA SERVED GRANT AMOUNT REQUESTED IN 2022 GRANT PANEL REC. 19) SLO County YMCA Financial assistance for out of school programs for families in need SLO County $2,500 $2,500 20) SLO SCORE Free and confidential consulting and workshops for small businesses SLO County and Santa Maria Valley $1,000 $965 21) South County Family Educational & Cultural Center New roof SLO County $6,000 $2,000 22) United Way of SLO County Support for a call line that provides information and referrals to programs for those in need SLO County $10,000 $2,000 $169,178 $82,065 To be eligible to receive funding made available by the allocation of ARPA funds, applicants were asked to demonstrate on their applications how their organizations’ finances were negatively impacted by the COVID pandemic. The Panel was cognizant of this requirement, and the recommendations identified in Table 1 are consistent with that requirement. The remaining $25,000 was available to any eligible organization, regardless of the effects of COVID on their financial support. The Panel prioritized organizations that provide services to the homeless population in our community, and also those that benefit children and seniors. For example, the applications for Shower the People, Arroyo Grande Community Hospital Foundation, and People’s Self Help Housing indicate that grant funding will be directed to services for homeless individuals, or those at risk of homelessness. Arroyo Grande Bulls Baseball, SLO County YMCA, and Five Cities Meals on Wheels are examples of organizations recommended for funding that cater to childre n and seniors. Organizations that were forced to close their facilities due to the COVID pandemic, such as the Clark Center and Camp Arroyo Grande, were also identified as priorities for funding. Other screening criteria included: whether the funds go directly to products and services for clients (versus administration costs); how many local Arroyo Grande residents are served; and an organization’s existing funding base (whether the requested funds are necessary for the project or program to succeed). The Panel also expressed a preference for awarding Page 214 of 621 Item 9.c. City Council Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22 March 8, 2022 Page 5 grant funding that be used to sustain existing, established programs rather than to start a new program given the uncertainty of future funding opportunities. Staff recommends that Council approve the CSGP funding recommendations made by the Committee, as detailed in the table above and in the accompanying resolution. ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. Adopt the proposed Resolution to approve CSGP funding for the programs identified in Attachment 1 for FY 2021-22; 2. Modify and approve CSGP funding for the modified list of programs for FY 2021- 22; or 3. Provide direction to staff. ADVANTAGES: The City’s CSGP provides a funding opportunity, separate from CDBG, for local public service programs that address unmet needs in the community. Funding from the CSGP allows local non-profit organizations to provide services that directly benefit residents of Arroyo Grande. DISADVANTAGES: Due to an increase in the number of non-profit agencies that submitted applications, the COVID-19 pandemic, and the total amount of funds requested compared to requests received in 2021, only three (3) requests were recommended to be fully funded and one (1) applicant was recommended to receive no funding at all. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. Attachments: 1. Proposed Resolution 2. FY 2021-22 CSGP Applications Page 215 of 621 ATTACHMENT 1 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE APPROVING ARROYO GRANDE COMMUNITY SERVICE GRANT PROGRAM ALLOCATIONS FOR FISCAL YEAR 2021-22 WHEREAS, on September 23, 2014, the City Council approved the Community Service Grant Program (CSGP) process and annually budgets funds to implement the program; and WHEREAS, on March 14, 2017, the City Council renamed the Community Service Grant Program the Jim Guthrie Community Service Grant Program (JGCSGP); and WHEREAS, on June 9, 2020, the City Council renamed the Jim Guthrie Community Service Grant Program (JGCSGP) back to the Community Service Grant Program (CSGP); and WHEREAS, City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program, bringing the total funding available for this program in FY 2021-22 to $82,065; and WHEREAS, the City received a total of twenty-two (22) applications requesting a total of $169,178 from the 2021-22 CSGP; and WHEREAS, the City Council established a CSGP Grant Panel (the "Panel") consisting of one member from each of the City’s current advisory boards and the South County Chamber of Commerce Board of Directors; and WHEREAS, the Panel convened on March 2, 2022 to develop recommendations for City Council’s consideration; and WHEREAS, on March 8, 2022, the City Council considered the recommendations of the Panel and approved funding for certain proposed CSGP programs. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande hereby approves funding for the 2021-22 CSGP projects as set forth in Exhibit “A" attached hereto and incorporated herein by this reference, subject to all of the rules, requirements, and regulations applicable to the CSGP and its grant recipients. On motion by Council Member_______, seconded by Council Member_______, and by the following roll call vote, to wit: AYES: NOES: ABSENT: the foregoing Resolution was adopted this 8th day of March, 2022. Page 216 of 621 RESOLUTION NO. PAGE 2 ____________________________________ CAREN RAY RUSSOM, MAYOR ATTEST: ____________________________________ JESSICA MATSON, CITY CLERK AS TO CONTENT: ____________________________________ WHITNEY MCDONALD, CITY MANAGER APPROVED AS TO FORM: ____________________________________ TIMOTHY J. CARMEL, CITY ATTORNEY Page 217 of 621 RESOLUTION NO. PAGE 3 EXHIBIT ‘A’ Arroyo Grande 2021-22 Arroyo Grande Community Service Grant Program NAME OF NON- PROFIT PROJECT SUMMARY AREA SERVED GRANT AMOUNT REQUESTED IN 2022 GRANT PANEL REC. 1) Arroyo Grande Bulls Baseball Baseball development camps for youth AG $8,778 $5,000 2) Arroyo Grande Community Hospital Foundation Personal sleeping packs for homeless patients upon release from hospital care SLO County $7,200 $5,500 3) AG In Bloom Insurance, equipment, and supplies AG $3,500 $2,500 4) Assistance League of SLO County Operation School Bell provides school supplies and clothing to students in need SLO County $3,500 $2,500 5) Big Brothers Big Sisters of SLO County Youth mentoring program SLO County $10,000 $1,000 6) Boy Scouts – Los Padres Council Recruitment and scholarship opportunities for new members SB and SLO Counties $1,500 $1,500 7) Camp Arroyo Grande (5 Cities Community Service Foundation) Restoration of historic tabernacle AG $25,000 $15,000 8) Camp Fire Central Coast Funding for after-school, home-school, and summer programs AG $10,000 $2,100 9) CASA Train volunteers to advocate for children in the court system SLO County $5,000 $1,000 10) Central Coast Aquarium Marine science discovery labs for underserved students SLO County & Santa Maria $2,000 $1,000 11) Central Coast Childbirth Network Host wellness expo to connect families with resources and support SLO County w/ emphasis on AG $6,000 $4,000 12) Clark Center Arts in Education program for scholarships, grants, and student art shows SLO & SB Counties $10,000 $10,000 13) AG United Methodist Children’s Center Cover increased expenses required to maintain a safe environment during the ongoing pandemic 5 Cities $22,200 $0 Page 218 of 621 RESOLUTION NO. PAGE 4 NAME OF NON- PROFIT PROJECT SUMMARY AREA SERVED GRANT AMOUNT REQUESTED IN 2022 GRANT PANEL REC. 14) Five Cities Meals on Wheels Provide hot meals to homebound residents of all ages 5 Cities $5,000 $5,000 15) Hospice of SLO County Grief counseling and in- home support to residents with life limiting or life threatening illnesses AG $5,000 $5,000 16) Lumina Alliance Emergency services for victims of sexual assault and intimate partner violence SLO County $10,000 $4,000 17) People’s Self Help Housing Support for the Supportive Housing Program assisting residents of affordable housing units to increase resiliency and enhance health outcomes AG $5,000 $5,000 18) Shower the People Provides free hot showers to homeless individuals SLO County $10,000 $5,000 19) SLO County YMCA Financial assistance for out of school programs for families in need SLO County $2,500 $4,000 20) SLO SCORE Free and confidential consulting and workshops for small businesses SLO County and Santa Maria Valley $1,000 $965 21) South County Family Educational & Cultural Center New roof SLO County $6,000 $2,000 22) United Way of SLO County Support for a call line that provides information and referrals to programs for those in need SLO County $10,000 $2,000 $169,178 $82,065 Page 219 of 621 Page 220 of 621 Page 221 of 621 Page 222 of 621 Page 223 of 621 Page 224 of 621 learning at the time, these camps served as many youths’ primary opportunity to exercise and interact with peers. The feedback we received from participants, parents and community members was profound and demonstrated the immense impact such camps can have -- parents shared that these camps helped their children not only on the baseball field but also academically. How is the local need for this program or service determined? Based on participants’ feedback from our previous camps and on our extensive experience in the local baseball community, it is evident that many youth do not have access to batting cages or fields or necessary equipment. We also know from experience that access to city baseball fields in general can be limited given the various sports leagues in the area. Because of this, we are requesting funding for the purchase of equipment such as moveable pitching mounds, baseballs and a protective batting cage that can be used on city baseball fields, at our training facility or at any public park. This will allow for more youth in our community to have access to baseball and the benefits it provides both on and off the field. Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:N/A Number of Part Time Staff:N/A Number of Volunteers:21 Description: Arroyo Grande Bulls Baseball Club, Inc is the only nonprofit club baseball team in Arroyo Grande, for the youth of Arroyo Grande. We have successfully coached multiple teams since 2018, growing from one initial team to seven teams currently. This growth is a strong indication of our longevity and successful management of the organization. Additionally, in 2020, we held successful baseball camps through the City of Arroyo Grande’s Recreation Department. The camps served about 60 boys and girls from the ages of 8-15. To ensure our ability to successfully carry out the proposed program, we have a large pool of dedicated volunteer coaches as well as former collegiate and professional players who often assist with coaching. Page 225 of 621 Page 226 of 621 Program/Service OUTPUTS: Ongoing youth skills baseball clinics, grouped by age and conducted at a minimum of once a week. Total time of service for each clinic would be 2-3 hours, including 1 ½-hours for clinic time with participants, 30-60 minutes prior to clinic start time for coaches/volunteers to review evaluations/questionnaires/abilities assessments and prepare/plan adjustments based on feedback and an additional 30-60 minutes after sessions to collect questionnaires, handle equipment maintenance and clean up. Program/Service OUTCOMES: The goal is to reach 50 more local youth, in addition to the 50 Arroyo Grande youth we already serve. Every quarter we will evaluate the number of participants total, how many new participants we have with each clinic, how many returning players we have each month and how many are no longer participating, along with their reason, if given. The more Arroyo Grande youth we can get into this recreation program the more opportunity for physical activity and healthy peer interactions and the chance for youth to try a sport like baseball and benefit from the skills it provides on and off the field. Page 227 of 621 Page 228 of 621 Page 229 of 621 Page 230 of 621 Arroyo Grande residents and/or businesses; (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3.PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4.REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5.STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6.TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. 2 7.INDEMNIFICATION Page 231 of 621 Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8.COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9.ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10.GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11.ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12.AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. 3 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant Page 232 of 621 and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:________________________ By: Anthony Bernal Whitney McDonald, City Manager Arroyo Grande Bulls Baseball Club, Inc. Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application 4 Page 233 of 621 Page 234 of 621 Page 235 of 621 Page 236 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 237 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Arroyo Grande Community Hospital Foundation 345 S. Halcyon Rd. Arroyo Grande CA 93420 ■ 20-3256066 Montisa Phelan Lopez ( Matthew H. Fisk Sleeper Packs for Homeless Patients of Arroyo Grande Community Hospital Page 238 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Arroyo Grande Community Hospital (AGCH) Foundation requests a Community Grant from the City of Arroyo Grande in the amount of $7,200 for the purchase and distribution of portable shelters and personal supplies to homeless patients upon release from hospital care. Page 239 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 6HH DWWDFKPHQW 6HH DWWDFKPHQW 6HH DWWDFKPHQW 6HH DWWDFKPHQW 6HH DWWDFKPHQW 6HH DWWDFKPHQW 6HH DWWDFKPHQW 18,033 20 0 Page 240 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Distribute Sleeping Packs Purchase sleeping packs @ $35+tax x 75 patients 12 months Homeless patients documented via Cerner database Distribute Solar Chargers Purchase solar chargers @ $25+tax x 75 patients 12 months Homeless patients documented via Cerner database Distribute toiletries packs Purchase toiletries packs @ $5+tax x 100 patients 12 months Homeless patients documented via Cerner database Distribute thermal socks Purchase thermal socks @ $10+tax x 70 patients 12 months Homeless patients documented via Cerner database Distribute hand warmers Purchase hand warmers @ $27+tax /pack of 40 x 5 12 months Homeless patients documented via Cerner database Distribute thermal neck gaiters Purchase neck gaiters @ $140+tax/box of 48 x 2 12 months Homeless patients documented via Cerner database Distribute thermal skullcaps Purchase thermal skullcaps @ $120+tax/box of 72 12 months Homeless patients documented via Cerner database Homeless patients will be outfitted with mobile sleeping solutions and supplies needed for survival and successful recovery from illness or injury. Successful distribution of these sleeping packs and supplies will help homeless patients make a full recovery and prevent readmission to the hospital. This program will also help homeless patients shelter more safely as they await options for temporary and permanent housing. Page 241 of 621 Page 242 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; TBD TBD [date] Page 243 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3.PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4.REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5.STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6.TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. 7,200 Page 244 of 621 3 7.INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8.COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9.ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10.GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11.ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12.AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 245 of 621 4 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 246 of 621 Page 1 of 3 CITY OF ARROYO GRANDE FY22 COMMUNITY SERVICE GRANT PROGRAM APPENDIX B: PROGRAM/SERVICE INFORMATION Organization Description Established in 1961, Arroyo Grande Community Hospital is a nonprofit full-service general, acute care, and medical-surgical facility with 67 beds serving residents in southern San Luis Obispo County. Arroyo Grande Community Hospital Foundation began operating in 2006 to support Arroyo Grande Community Hospital by soliciting philanthropic gifts, providing stewardship of these gifts, and granting funds to the hospital to advance the health of the community. Mission Statement Arroyo Grande Community Hospital is committed to delivering compassionate, high-quality, affordable health services; serving and advocating for the poor and disenfranchised; and partnering with others in the community to improve the quality of life. Arroyo Grande Community Hospital Foundation supports this mission through fundraising and relationship building. The Foundation solicits philanthropic gifts, provides stewardship of these gifts, and grants funds to the hospital to advance the health of the community. Program/Service Summary x Areas served by the Non-Profit Organization: City of Arroyo Grande and southern San Luis Obispo County. x Summary: Arroyo Grande Community Hospital Foundation requests a Community Service Grant from the City of Arroyo Grande in the amount of $7,200 for the purchase of personal sleeping packs that will enable homeless patients to shelter more safely upon release from the hospital. The packs will include a sleeping bag (attached to the pack) and hygienic and personal supplies, including a solar- powered charging device for phones and other electronics. These sleeper packs will help to reduce theft of belongings, especially sleeping bags, in the event a homeless resident is unsuccessful finding a bed at one of few local shelters with limited beds. More mobile sleeping solutions will also help to minimize makeshift bedding materials on the streets and in the public areas of Arroyo Grande. This outreach program distributing supplies complements other services provided free of charge to local homeless and economically insecure patients. Together these services contribute to the ultimate goal of helping these patients make a full recovery and prevent readmission to the hospital. Because these free social outreach services extend beyond the regular programs and services of the hospital, and they serve an underserved patient population with little to no health insurance, their cost is not fully supported by organizational funding and investment from AGCH, a nonprofit hospital. Therefore, other than staff salaries, these services depend on additional funding from gifts and grants. A grant of $7,200 from the City of Arroyo Grande will be valuable to this program, as Page 247 of 621 Page 2 of 3 well as symbolic of the shared commitment to the well-being of the residents of Arroyo Grande by municipal government and AGCH. Homelessness is one of California’s most visible public health crises. According to the US Interagency Council on Homelessness, 28% of the entire nation’s homeless population resides in California, and the number of reported homeless in the state increased by 7% in the course of 2020 to more than 161,000.1 According to the 2020 annual report by the 5Cities Homeless Coalition, a homeless advocacy group based in Grover Beach, 20% of San Luis Obispo County’s homeless population first became unhoused in Arroyo Grande.2 As the homeless individuals seeking treatment in the hospital are among the most vulnerable of the homeless population, their hospital visit is a timely opportunity to connect them with the resources they need to be rehabilitated. Social workers are available to guide each homeless patient through their individual journey, monitor their status post-discharge, and ensure that they are connected to local resources. The goal is to help them return to the community with the health and support they need to improve their situation. This process often brings homeless individuals and families closer to stability and self-sufficiency than before their illness or injury occurred. From July 2020 through June 2021, AGCH treated a total of 433 homeless patients in 662 individual encounters, 14.2% of whom suffer from chronic disabilities. AGCH does not discharge patients who do not have a place to sleep or otherwise do not have a good chance of recovering from their current condition. This means finding ways to pay for temporary lodging, transportation, food, clothing, prescriptions, or other needs that vary between cases and are not met by other agencies. The City of Arroyo Grande declared a homeless shelter crisis in 2018 that is yet unresolved.3 The nearest shelter, Prado Road Campus, is 14 miles north in the city of San Luis Obispo. There is only the South County Warming Center, which opens only with a 50% or higher chance of rain. The end result is more homeless on the streets of Arroyo Grande and the neighboring coastal communities of Grover Beach, Shell Beach, Pismo Beach, Guadalupe, and Oceano. Unhoused individuals are also at greater risk of contracting COVID-19 and experiencing life-threatening health consequences as a result. It is, of course, the hope of our whole community that Arroyo Grande’s homeless population can find permanent housing. The reality is that many will need to wait months if not years for this opportunity, such as the new temporary pallet shelters opening next year in Grover Beach.4 Those who are medically fragile or healing from a medical procedure are much more vulnerable. Hence, the personal sleeping packs AGCH plans to purchase and distribute with the funds received from the City of Arroyo Grande will help keep those compelled to remain unhoused safe with lightweight and mobile sleeping gear, supplies, and a solar powered charger for electronic devices. The desired 1 US Interagency Council on Homelessness, “California Homeless Statistics,” 2021, https://www.usich.gov/homelessness-statistics/ca. Last visited December 14, 2021. 2 5Cities Homeless Coalition, “2020 Annual Report To Our Community,” 2020, p. 4. 3 The City of Arroyo Grande, City of Arroyo Grande 2020-2028 Housing Element Update , December 2020, p. 60. 4 5Cities Homeless Coalition, “Temporary Emergency Shelter in Grover Beach,” September 22, 2021. https://5chc.org/temporaryshelter/. Last visited December 15, 2021. Page 248 of 621 Page 3 of 3 result is to provide more safety for discharged homeless patients until they can successfully apply for low income housing. Number of population served by program 500 Homeless Patients; 18,033 population of Arroyo Grande How is this program or service beneficial to Arroyo Grande residents? This service will directly benefit the most vulnerable population of Arroyo Grande, meeting them at their greatest time of need to help rehabilitate them and provide safety. While this program is designed to serve local homeless patients treated at AGCH, it benefits the entire community of Arroyo Grande by helping to prevent the city’s homeless residents from constructing makeshift shelters of scavenged bedding materials. How is local need for this program or service determined? All patients at AGCH are evaluated in terms of being housed or homeless, and other socioeconomic factors, called Social Determinants of Health, or SDOHs. When a patient at AGCH is identified as homeless, an on-site social worker will assesses the patient’s individual needs, determine the best course of action for continued recovery after hospital discharge, and coordinate with local agencies to ensure a continuum of care. After many years of working directly with homeless patients, Joan McKenna and Christina Trezza- Horn, both social workers at AGCH, have determined that the personal sleeping packs are an efficient and effective way to meet a basic and important need for the homeless in Arroyo Grande. Describe your organizational capacity to carry out the proposed activities. AGCH has an established system in place for providing services as needed for homeless patients. Each homeless patient is met with an on-site social worker who evaluates their situation and provides available supplies as needed for each individual case. FT Staff: (2) Joan McKenna, LCSW, Arroyo Grande Community Hospital Christina Trezza-Horn, LCSW, Arroyo Grande Community Hospital Page 249 of 621 ATTACHMENT C: BUDGET WORKSHEET Budget Item Cost Est. Tax Total Cost Requested Grant Funding Respite beds in shelters $750 $750 avg $75/day x 10 days Food for Homeless Patients $500 $500 Non-perishable food bags from food insecurity program at sister hospital (Marian Regional Medical Center) Transportation $7,000 $7,000 $50 avg x 140 patients Prescriptions $2,500 $2,500 $250 avg x 10 patients Supplies Sleeping bag with straps $2,625 $190 $2,815 $2,815 $35 + tax* x 75 patients Regular sleeping bags $1,875 $136 $2,011 $25 + tax x 75 patients Solar phone chargers $2,500 $185 $2,685 $2,685 $25 + tax x 100 patients Toiletries (toothbrush, toothpaste, mouthwash, disinfectant wipes, first aid kit)$350 $25 $375 $375 $5 + tax x 100 patients Thermal Socks (1 size)$700 $51 $751 $751 $10 + tax x 70 patients One-Use Hand Warmers $135 $10 $145 $145 $27 + tax / pack of 40 x 5 Thermal neck gaiters $280 $20 $300 $300 $140 + tax / box of 48 x 2 Thermal skullcaps (unisex)$120 $9 $129 $129 $120 + tax / box of 72 Total $19,335 $626 $19,961 $7,200 * California sales taxes computed as 7.25% Homeless Patient Assistance 2022 Project Budget - Services and Supplies for Homeless Patients of Arroyo Grande Community Hospital Page 250 of 621 Page 251 of 621 Page 252 of 621 Page 253 of 621 Page 254 of 621 www.arroyograndeinbloom.org PO Box 231, Arroyo Grande, CA 93421 2021 – 2022 Arroyo Grande Community Service Grant Program Cover Sheet x Organization/Agency Name – Arroyo Grande in Bloom, Inc. x Program or Service Title – Arroyo Grande Community Service x Executive Director – Bob Lund x Mailing Address – Po Box 231, Arroyo Grande, CA 93421 x Phone number – x Email address – info@arroyograndeinbloom.org x Amount of funds requested - $3,500.00 x Funds received in prior years - None Attachments 1. Program/service Information and Scope of Work 2. Budget Worksheet 3. Proof of 501(c)(3) status 4. 2018 America in Bloom Community Profile for Arroyo Grande Page 255 of 621 Page 256 of 621 Page 257 of 621 Page 258 of 621 Page 259 of 621 Page 260 of 621 Page 261 of 621 Page 262 of 621 Page 263 of 621 Page 264 of 621 Page 265 of 621 Page 266 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 267 of 621 Page 268 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Operation School Bell provides to Kindergarten ⚶ 12th grade students in need, living and attending school in all ten school districts in the Count, new school-appropriate clothing, a dental hygiene kit, a grade-appropriate book for each student's choosing, and a tote filled with grade-appropriate school supplies. Our Thrift Store in San Luis Obispo is the primary source of revenue for our philanthropic programs. Its three-month closure was a considerable loss of revenue. Upon reopening, we were allowed only eight customers in the store at one time that then increased to 12. These factors have had a negative impact upon our revenue. Our revenue from March 15 through June 16 in 2019 was $88,325. The revenue from March through June in 2020 was $48,515. The loss of $39,810 anticipated income was substantial to our chapter. We did receive a rent credit of $15,873 during that time. Our dedicated Board of Directors and membership we have been able to ride out this pandemic and keep our Thrift Store open as allowed by the guidelines. Our members are mostly seniors and retired. They are among the at-risk group for COVID-19, but they have supported our mission faithfully through their thousands of volunteer hours. We had to cancel our biennial fashion show and luncheon which was a substantial loss to our anticipated revenue for the 2020-21 fiscal year. Our national organization requires us to maintain one year's operating budget in assets. Page 269 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: Mission Statement: Assistance League of San Luis Obispo County volunteers transforming the lives of children and adults through community programs. San Luis Obispo County We access the data from the State of California’s Free and Reduced Lunch Program in the previous year. We record the number of students from each school in the County who are eligible for this program. Using this total number and our Program Budget, we then allocate the number of Kindergarten - 12th grade students to be clothed in each school. Operation School Bell was founded with the belief that for students to succeed academically and socially they need to have appropriate clothing. This allows students to focus on their course studies and become part of the school culture with confidence in their appearance. Studies show that inadequate clothing negatively affects students’ attendance. Students cannot succeed academically or socially if they do not attend school regularly. ,Assistance League has demonstrated the ability to successfully administer, staff and fund the Operation School Bell program for 26 years. During the past 2020-21 school year, we provided clothing to 1,636 children in our County in spite of all the community, national organization and retail partners' COVID-19 restrictions. Because of the pandemic we reorganized our timeline and interaction with school personnel. The staffing of member volunteers at the retail stores has been changed. We have done what needs to be done to make this program succeed. We are an all-volunteer organization with 105 members who, during the 2020-21 fiscal year donated 20.783 hours to our community. All functions of Assistance League are conducted by our Board of Directors and Membership. Assistance League of San Luis Obispo County is a 501 (c)(3) public benefit, nonprofit corporation. We are an all- volunteer organization with no paid staff. We were incorporated in1996. Operation School Bell was adopted by Assistance League in 1995 to provide school clothing to students Kindergarten through 6th grade in need, living and attending school in San Luis Obispo County. Since its adoption, the program has been enhanced many times to meet the expanding needs of the students and families we serve. These changes have been administered with prudent consideration of our Operating Budget and the number of member volunteers required. Operation School Bell® serves disadvantaged Kindergarten – 12th grade students who live in and attend school in San Luis Obispo County by providing them with new school-appropriate clothing, and through its subprograms a dental hygiene kit, a grade-appropriate book of his/her choosing, and a tote filled with grade-appropriate school supplies. 248 00 105 Page 270 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: 2,600 Kindergarten - 12th grade students in need, living and attending school in San Luis Obispo County will have received new school-appropriate clothing; a dental hygiene kit, a grade-appropriate book of his/her choosing; and a tote filled with grade-appropriate school supplies through Operation School Bell. The cost to clothe each K - 5th grade students is $120. The cost of clothing each 6th - 12th grade student is $150. Create annual chapter Operating Budget. Retail Store Coordination with Kohl's and Old Navy Operation School Bell Referral Information to school personnel Operation School Bell clothing dates have been determined. Clothing sessions are implemented two or three times a week through May or until the allocated budget is that 2,600 Kindergarten - 12th grade students in need, living and attending school in San Luis Obispo County will have adequate clothing to attend school. The ultimate goal of Operation School Bell is to improve attendance and positively affect the academic and social success of these underserved students. August 2021 - May 2022 Students are met by volunteers at Kohl's and Old Navy for the clothing sessions. August 2021 - May 2022 Clothing referrals for students have been created with date, times and place of their clothing appointments. Chapter liaisons have given the information with the number of students to be clothed.to the schools. August 2021 - May 2022 July 2021 - May 2022 Clothing dates have been scheduled with the stores. Operating Budget has been prepared and approved by the Board and Membership. January - April 2021 The goal for the 2021-22 school year The number of students clothed with their grade, gender, school, school district, and city of residence will be recorded in our Assistance League program database which allows us to accurately monitor these statistics. The percentage of identified impoverished student benefiting is 18%. A Measured Outcomes Survey will be completed by each school evaluating the affect of Operation School Bell on students at their school. The results from January of 2021 were: 76% reported students' participation in Operation School Bell had a positive effect on classroom behavior; 85.9% reported students'; participation in Operation School Bell had a positive effect on student confidence; 97.2 % reported that Operation School Bell serves a high priority need in their school. Page 271 of 621 Page 272 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 273 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 274 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 275 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 276 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: __________________ _______ __ Executive Director or Designee ________________________ _____ Board of Director or Officer Assistance League® of San Luis Obispo County 12-13-2021 Page 277 of 621 Page 278 of 621 Page 279 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: 10,000 Big Brothers Big Sisters of San Luis Obispo County P.O. Box 12644 San Luis Obispo CA 93406 142 Cross Street, Suite 140 San Luis Obispo CA 93401 ■2019 $3,000 77-0348487 ■ Jenny Luciano jenny@slobigs.org Jenny Luciano Same as above Same as above CEO Page 280 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service 50 words or less Youth mentoring programs, supported by qualified volunteers promote academic achievement, educational advancement (college/career trades), reduction/elimination of risky behaviors, social/emotional development, and leadership skill development for youth ages 7-18. Youth mentoring is research-based and proven to support the long-term success of vulnerable children who need additional support in their lives. On October , 0 , City Council authorized 5 ,0 5 of funding from the merican Rescue Plan ct RP received by the City to supplement the 5,000 budgeted for the 0 - 0 Community Service Grant Program. To be awarded grant money from the RP funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts e perienced by your organization as a result of the COVID- pandemic, and include documentation if possible. Approximately 1/3 (or $225,000) of BBBS SLO's budget comes from events. In 2020, our annual Dodgeball Tournament had to be cancelled due to COVID restrictions, which raises $20,000 annually. In addition, The 2020 Big Event was rescheduled from May to August, and again to a third date in November, where we decided to cancel the in-person event and hold it virtually online. 2020 was our 25th Anniversary, and it should have been a record-breaking year, however, the virtual event did not prove to be such. The event normally nets around $150,000 but last year only raised $118,000. Together, these events realized an annual loss of $52,000 for the agency. In 2021, our normal Dodgeball tournament was converted to a Cornhole tournament that raised $8,900 instead of the regular $20,000 that Dodgeball brings. This is an additional event income loss of $11,100. Total loss from 2020/2021 events disruptions due to the pandemic total $63,100. Further, the downturn in the economy has hurt individual gifts for our Community Support Campaign. This campaign starts annually in August. In 2020 we raised $147,000 during that campaign, which runs through December. As of 12/16/2021, we have only raised $70,000 for the Community Support Campaign. We are attributing this to the pandemic and inflation. Total loss to date from pandemic related impact for 2020/2021 = $ 140,100 Page 281 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICEINFORMATION Organization Description (include summary of community services provided): Core Values: Our vision is that all youth achieve their full potential. To support this vision, we partner with parents/guardians, volunteers, and others in the community with the goal of each child in our program achieving: x Educational success and academic advancement x Higher aspirations, greater confidence, and better relationships through social-emotional learning x Avoidance of risky behaviors (truancy, tardiness, substance use/abuse, negative relationships, and violence) Brief History: Since 1995, our award-winning agency has created and supported over 3,500 youth mentor relationships providing professional mentoring experience to San Luis Obispo County. In 2021 to date, we served 218 mentor pairs; 31% of them live in the City of San Luis Obispo and 69% live in greater SLO County. Organizational Structure: Our agency is overseen by an 18-member volunteer Board of Directors. The Board is comprised of local business people, including bankers, realtors, lawyers, marketing professionals and others, who provide sound fiscal oversight and policy direction. Nearly half of the directors have been with the agency for over 10+ years. Mission Statement Our mission is to create and support one-to-one youth mentoring relationships that ignite the power and promise of youth. Program or Service Summary: • List rea s Served by on-Profit Organization San Luis Obispo County including the 5 Cities area of rroyo Grande, Grover Beach, Pismo Beach, Oceano, and Shell Beach/ vila. • Summary Programs: Community Based Program:Matches youth ages 5 to 15 (typically) with adult role models who support research-based, one-to-one mentoring techniques in their match. Emphasis is placed on the value of having fun together and forming a bond based upon mutual interests and shared experiences. School Based Program:Pairs high school and college students with elementary students for weekly supervised group and individual activities. Current programs take place at three elementary school sites: Pacheco (SLO), Del Mar (Morro Bay) and Nipomo. Both programs create exceptional bonds between at-risk children and high school mentors who have volunteered to support them.Page 282 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Middle School Mentoring Program: The Middle School Mentoring pairs high school sophomores and juniors with students at Paulding and Judkins Middle Schools for professionally facilitated, weekly, supervised group and individual mentoring activities. AGHS students mentor middle school students through their 9th grade transitional year onto the AGHS campus. Upon completion of 9 th grade, the Littles (mentees) can apply to become Bigs (mentors) and participate in the leadership phase of this program. This program is partially funded through a contract with Lucia Mar Unified School District, who hopes to further expand mentoring programs in the area next school year. Process: For our Community Based Program all applicants are thoroughly screened and trained, which includes child safety training for all participants including parents. Once an appropriate match is identified, we facilitate the introduction and then support the one-to-one match monthly with one-on-one case management in the first year, and quarterly thereafter if the relationship can support a less frequent schedule. Should more support be needed, the schedule is increased. This allows us to ensure child safety and sustain successful, long-term relationships with positive outcomes for the youth and volunteers. Our School Based Programs follow the same screening and training processes that Community Based programs do. However, they are facilitated by professional staff who are always on site to support the matches with needs that arise and to provide meaningful program activities that support social/emotional coping skills and growth opportunities. Evaluation: Big Brothers Big Sisters is widely regarded as a leader in evidence-based mentoring and has contributed significantly to the growing body of research on best practices in youth mentoring. Our dedication to assessing the effects of our program and using this information to continuously improve our services sets us apart from other youth serving organizations and mentoring programs. We measure youth outcomes, evaluate program quality, and strength of mentoring relationships using numerous research-based tools developed by national research partners. Data collected allow us to compare our outcomes against national benchmarks, and watch trends to meet the needs of participants: 1. The Risk Protective Inventory (RPI) assesses the scope of needs and strengths of youth/families related to risk and protective factors most commonly associated w/developmental challenges in young people (drugs, alcohol, mental health, special academic needs, social/emotional status and family dynamics). 2. Youth Outcomes Surveys (YOS) track scholastic competency, educational expectations, home/school/social life/social acceptance, mental health, adult interactions/trust, use of personal time, and attitudes toward high risky behavior (alcohol, tobacco products, drugs, truancy, weapons, violence, and gangs). BBBS administers a baseline YOS before the match begins and at the annual match anniversary. 3. Strength of Relationship (SOR) measures the level of emotional attachment, satisfaction, and connection between the mentor and the child. Specifically, the SOR tracks match progress and increases the probability that the match will continue/youth will achieve positive outcomes. Page 283 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 4. Youth Outcome Development Plan (YODP): The YODP is developed when the volunteer/child are introduced, and is carried forward throughout the match support process as a guide for what the match hopes to achieve. YODP plans are reviewed annually. These instruments work cohesively as part of our Outcome Evaluation System. The instruments allow us to have up-to-the-moment information so that we can coach volunteers, children and families via case management to help them improve their outcomes on a month-to-month basis. How is the program or service beneficial to Arroyo Grande residents? umber of rroyo Grande Residents Served 0 • Description x We have 13 children in Community Based matches who live in Arroyo Grande; they who are matched with volunteers from the 5 Cities area. x We have 7 children from Arroyo Grande who have requested and are in the process of becoming matches with a Community Based volunteer mentor from the 5 Cities area. x We will also be serving an additional 30 middle school students with mentoring programs at Paulding and Judkins Middle Schools. They w ill be supported/matched with 30 AGHS students who will learn leadership and community service through volunteering. How is local need for this program or service determined? This is a preventative program that helps children stay on track academically so that they graduate from high school, we emphasize reduction of risky behaviors, and support social/emotional development. Since the pandemic started, more children need this support for mental health reasons. Need is determined by the number of vulnerable children on our waiting list, those currently being served, and the requested Middle School Mentoring services through Lucia Mar Unified School District. Lucia Mar Unified School District is providing partial funding to match that of a private donor to initiate a Middle School Mentoring program. Vulnerable children come to us through referrals from school administrators and counselors, Family Advocates, social services, parents and community partners around San Luis Obispo County. Two-thirds of children come from low-income, single parent homes. About one-third of families are monolingual Spanish speakers. Parents are frequently working two+ jobs to make ends meet and as a result, children lack consistent adult guidance/support at home. These children are those most affected by poverty and the stressors put on their families. Adverse childhood experiences (ACES), or severe, prolonged stress has been proven to have increased ripple effects on children’s health throughout their lives. COVID has exacerbated all of these stressors for children, which has resulted in increased anxiety/depression. Poverty and COVID are also directly linked to children who are at-risk for continuing in a cycle of low educational achievement, protracting poverty impacts on children and families. The Chronicle of Evidence-Based Mentoring (8/8/19) states, “Volunteer mentoring relationships and therapeutic relationships share much in common.”Similarities include a) weekly sessions that; b) focus on one person’s improvements; c) via a genuine confiding relationship, that; d) is a ritual/intervention both parties believe is effective. Further, “Decades of research have shown that, w/the right training/support, paraprofessionals—non- expert paid/or volunteer care providers—can deliver interventions as effectively as professionals—and in some cases [more so], and in ways that will help narrow unacceptably high service gaps.”Page 284 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Currently, it costs Big Brothers Big Sisters of SLO County $2,500/year per child matched to support the match with enrollment, screening, assessments, training, match supervision, case management and resource referrals. The cost of juvenile incarceration in SLO County is $252,000 annually. The choice for prevention is obvious! This request will support four of the matches (or 5%) of the 80 people served in Arroyo Grande this year. Describe your organizational capacity to successfully carry out the proposed activities. umber of Full Time Staff 0 umber of Part Time Staff 0 umber of Volunteers 50 plus Cal Poly interns. • Description For 26 years, our agency has created over 3,500 mentor relationships. In 2021 to date, we served 218 mentor pairs in SLO County. Our CEO brings 34 years of nonprofit career management experience to our agency She started her career in New York State working for Cornell Cooperative Extension's 4-H Youth Development programs and furthered her career in Santa Barbara and Silicon Valley working for various social services, safety-net, public policy, and human services organizations. After returning to San Luis Obispo in 2015 she has led therapeutic preschool programs and Big Brothers Big Sisters. Our senior management team has 60+ years of collective experience leading nonprofits providing consistent, quality programs. Specifically, our Program Director has a Master’s degree in Public Administration for Nonprofit Management from USC. Our program team members are trained in trauma-informed practices, human development, wellness, child safety, case management, and resource/referral. Our agency is overseen by an 18-member volunteer Board of Directors. The Board is comprised of local business people, including bankers, realtors, lawyers, marketing professionals and a youth member, who provide sound fiscal oversight; more than half of the directors have been with the agency for over 10 years. We have been recognized by Big Brothers Big Sisters of America six times for outstanding performance and growth, putting us in the top 2% of agencies nationwide. Page 285 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following uestions . What are the ob ectives What is the program or service aiming to accomplish B. How will those goals be achieved, and in what timeframe C. What is the evaluation methodology for measuring results How can results be uantified and observed D. Results should be meaningful, measurable, and demonstrate the difference the proposed pro ect makes, or is intended to make, in the lives of the people within the program or receiving the service. . Output results show the amount of work performed or services received. F. Outcomes show the uality of the performance and answer the uestions who is better off by providing this program or service What percentage of residents are assisted or are benefitting from this program or service Program/Service Objectives Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology BBBS will support 13 existing community matches for children in the City of AG between the ages of 5 and 25. 1. Provide ongoing matching and case management functions through monthly phone calls or in-person meetings w/the parent, child,and mentor and troubleshoot issues as needed. 2.Offer regularly scheduled group activities occurring at least 5 times/yr. January to December 2022. Utilize the Risk Protective Inventory (RPI), Youth/Child Outcome Surveys (YOS/COS), Strength of Relationship (SOR), and Youth Outcome Development Plan (YODP) as tracked in Matchforce Program database.These instruments work cohesively as part of our Outcome Evaluation System. BBBS will launch Middle School Mentoring at Paulding and Judkins Middle Schools and create 30 new matches (15 at each site.) 1. Recruit 30 middle school students. 2.Screen and assess student needs. 3.Provide parent training and ongoing education opportunities. 4.Provide specialized 1 to 1 matching. 5. Provide ongoing support and case management to students and families. 6.Meet weekly based on school calendar. January to June 2022 See evaluation methodology on #1. Page 286 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 BBBS will support leadership development for 30 Arroyo Grande High School students through volunteer mentorship programs supporting vulnerable middle school students. 1. Recruit 30 AGHS students as mentors. 2.Screen, interview, reference check and train student volunteers. 3.Provide specialized 1 to 1 matching. 4.Train volunteers on program and children/parents on child safety and program expectations. 5.Meet weekly based on school calendar. January to June 2022 See evaluation methodology on #1. Document that a minimum of 70% of the children participating in our programs demonstrate healthier attitudes and behaviors. 1. Administer baseline YOS prior to match introduction. 2. Administer follow-up YOS at each anniversary of the match. 3. Collect, enter and evaluate the returned surveys. January to June 2022 See evaluation methodology on #1. Program/Service OUTPUTS: 1.13 children in Community Based Matches, along with their parents & volunteers will receive ongoing case management, resource referrals, training, activity invitations and researched-based youth mentoring surveys to track their progress over the course of one year. 2.30 middle school children will be newly screened, assessed for needs, trained in personal safety, and matched with a high school mentor. Mentoring program services will be delivered based on the school calendar. 3.30 high school volunteers will be newly screened, interviewed, assessed, trained in child safety training and program expectations, and matched with a Middle School mentee. Leadership training will be delivered based on the school calendar. 4.A minimum of 60 parents will receive an intake screening for their child, child safety training & program expectations training. 5.30 matches (30 middle school children, 30 high school adolescents) will receive baseline and follow-up YOS and/or Strength of Relationship Surveys (SOR) as appropriate. 6.7 children will receive enrollment and matching services to connect them with an adult volunteer mentor. 7.73 participants in our Community Based and Middle School Mentoring programs will demonstrate healthier attitudes and behaviors. Program/Service OUTCOMES: Within 12 months of starting the grant, results from Youth Outcome Surveys will demonstrate maintained or improved outcome scores from their baseline as tracked and reported from our Matchforce database: a. 80% of children served (58 children) will maintain or improve their scholastic competence. b. 80% of children (58 children) will maintain or improve their attitudes towards risky behaviors. c. 70% of children (51 children) will maintain or improve from their baseline YOS in social/emotional skill development. Page 287 of 621 Page 288 of 621 2021-22 COMMUNITY SERVICE GRANT APPLICATION ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“ greement”), is made and effective as of , 0 the “ ffective Date ”), by and between the City of rroyo Grande, a municipal corporation (“Grantor”),andthe ,a non-profit 50 c corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the rroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 50 c corporations that provide public service programs and WHEREAS, on , 0 , the rroyo Grande City Council held a public hearing to consider the applications for the rroyo Grande Community Service Grant Program WHEREAS, Grantee is a local, non-profit 50 c corporation that provides a public service program and was approved by the City Council for participation in the 0 - 0 rroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows . TERM This greement shall commence on the ffective Date and shall remain and continue in effect until all re uests for reimbursement described in Section are processed, or unless sooner terminated pursuant to the provisions of this greement. . SERVICES a The rroyo Grande Community Service Grant Program pplication, attached hereto as “ hibit ”and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this greement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in hibit . b Grantee agrees to the following re uirements in administering the community services set forth in hibit Grantee will at all times during the duration of this greement operate as a non-profit 50 c corporation in good standing Provide services benefiting the City of rroyo Grande se funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or pro ect to rroyo Grande residents and/or businesses Page 289 of 621 2 Grantee will conduct or provide the community services itself rather than through a separate entity 5 Grantee will not restrict participants based upon race, religion, gender, se ual orientation, marital status, national origin, ancestry, disability medical condition, or age and Grantee will not use funds provided under this greement specifically for religious activities. . PAYMENT OF GRANT FUNDS a Grantee must maintain receipts for e penditures made in furtherance of the community services provided for in hibit . Grantee must also prepare and submit to the City a report describing the relationship between the e penditure and the tasks and activities identified in hibit . This report and the receipts described herein shall be submitted to the City with each re uest for reimbursement. b Grantee is eligible for reimbursement for approved e penditures in an amount not to e ceed a total of . c ll re uests for reimbursement must be received by Grantor prior to une 0, 0 . . REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this greement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this greement, Grantee hereby obligates itself, at the Grantor’s re uest, to pay to the Grantor an amount e ual to one hundred percent of the amount improperly e pended. This obligation shall survive termination of this greement. 5. STATUS othing in this greement is intended nor shall be construed to create an employer- employee relationship or a oint venture relationship between Grantor and Grantee. either Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this greement. . TERMINATION FOR CAUSE If Grantor determines that the Grantee has re uested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this greement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this greement in a timely and professional manner, or if the Grantee is in violation of the terms of this greement, then Grantor shall have the right to terminate this greement effective immediately upon giving written notice to Grantee. Page 290 of 621 3 . INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, e penses, udgments including, but not limited to attorney fees and e pert witness costs that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of rroyo Grande Community Service Grant fund monies. . COMPLIANCE WITH LAW Grantee agrees to comply with all City of rroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of rroyo Grande Community Service Grant Program, which is attached hereto as hibit “B” and incorporated herein by this reference. . ASSIGNMENT Grantee shall not assign the performance of this greement, nor any part thereof, without the prior written consent of Grantor. 0. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this greement and also govern the interpretation of this greement. ny litigation concerning this greement shall take place in the superior or federal district court with urisdiction over the City of rroyo Grande. . ENTIRE AGREEMENT This greement contains the entire understanding between the parties relating to the obligations of the parties described in this greement. ll prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this greement and shall be of no further force or effect. ach party is entering into this greement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. . AMENDMENTS mendments to this greement shall be in writing and shall be made only with the mutual written consent of all of the parties to this greement. Page 291 of 621 4 . AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons e ecuting this greement on behalf of Grantee warrant and represent that he/she has the authority to e ecute this greement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this greement to be e ecuted the day and year first above written. GRANTOR GRANTEE By Whitney McDonald, City Manager ttachments By hibit - rroyo Grande Community Service Grant Program pplication Page 292 of 621 Page 293 of 621 Page 294 of 621 Page 295 of 621 Page 296 of 621 Page 297 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 298 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Los Padres Council, BSA 4000 Modoc Santa Barbara CA 93402 ■ 95-1696725 Carlos Cortez carlos.cortez@scouting.org Kenneth D. Miles kenneth.miles@scouting.org Scouting Recruitment & Recovery Page 299 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Our programs support the community in the following ways...To engage boys and girls ages 5 to 20 and their families within the counties of Santa Barbara and San Luis Obispo to promote youth leadership and family-based programs on the Central Coast. The Council has a varied set of programs including The Outdoor School, Cub Scouts, Scouts BSA, Venturing, and Exploring. Los Padres Council serves our community's diverse families with the mission to prepare our youth to thrive. Although Los Padres Council has been able to continue offering quality programs to youth and their families thanks to generous donors and government support, we are in one of the most critical moments in our 100-year history. As we make plans to slowly start opening back up, it is no surprise that COVID-19 caused less program participation and less manpower to spread our mission and need for support. As a result, we have a severe fundraising gap to make up for. Now, more than ever, Los Padres Council would benefit from the City s support. Fundraising makes up 35% of our income and is an essential part of Los Padres Council's lifeforce. We have been very humbled to see many of Los Padres Council's consistent donors continue to give and even gift us more than in past years, knowing how important their support has been this year. However, without corporate and foundation support, we are unable to provide quality programs and resources to our local youth. As a result of the outbreak there has been a stall in both our general operations as well as our capital campaign to rebuild Rancho Alegre. Camping Activities typically make up 36% of Los Padres Council's overall income. $4 million is still needed to make sure Rancho Alegre is still operational. With the slowed momentum in the rebuild due to the pandemic, our goal to get The Outdoor School, which is held at Camp Rancho Alegre, open and running has been pushed to October of 2022. After a year of staff cuts, closing our retail stores, and working almost entirely from home, Los Padres Council is making the transition from survival mode to recovery. Plans are in motion to open our stores next year and let employees work from the office. Los Padres Council is still doing what we can to make the Scouting program available online as well as in person when State and local restrictions allow it. Our hope is that as our business operations resume, we will see the increase in sales and membership that was impossible to obtain during the lockdown. Regardless of the many challenges we have faced this year, scouting on the Central Coast is still very much alive and well. Page 300 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 200 60 80 Page 301 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Recruit 20 new families in Scouting in AG area Provide scholarships and to market programs within school and community organizations January-September 2022 New membership applications Print and distribute BSA recruitment materials to schools and community organization. Host recruitment events in local parks and schools. Register new families into BSA programs with the goal of 20 new families in Arroyo Grande and the formation of two new troops. Page 302 of 621 Page 303 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 304 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3.PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4.REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5.STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6.TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 305 of 621 3 7.INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8.COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9.ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10.GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11.ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12.AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 306 of 621 4 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 307 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Los Padres Council, BSA Page 308 of 621 Page 309 of 621 Program or Service Summary: Your support will help enroll children and youth in programs that are designed to prepare youth for successful futures. There have been studies measuring the success of BSA programming. For example, the Tufts University study followed nearly 1,800 Cub Scouts over the course of three years and compared them to nearly 400 boys of similar backgrounds who were not involved in Scouting. Cub Scouts showed significant positive development in attributes of being cheerful, helpful, kind obedient, trustworthy, and hopeful, a reflection of our Scout Law. Non-scouts did not show a positive development in these areas. The study also showed the kids who spent more time in Scouting had higher positive character attributes. Without organizations like Boy Scouts of America, many children would not have the opportunity to enhance their quality of living nor experience their fullest potential. This is evident by our scout volunteers in San Luis Obispo and Santa Barba Counties, many of whom were scouts themselves and have grown to be successful and contributing members of our community. Studies show that scouting activities help foster personal growth and development of unique interests in kids, enhances self- confidences, encourages healthy life-style habits. The skills and character development that the Scouts accomplish is something that they can take with them for a lifetime. How is the program or service beneficial to Arroyo Grande residents? x Number of residents served _200_______ Description: Studies show that scouting activities help foster personal growth and development of unique interests in kids, enhances self-confidences, encourages healthy life-style habits. The skills and character development that the Scouts accomplish is something that they can take with them for a lifetime. How is the local need for this program or service determined? We seek to welcome all families on the Central Coast regardless of their ability to pay for membership. For many years, Scouting has been the most affordable extracurricular for local youth and families. Large families as well as Low to Moderate Income families have always been better able to participate because Scouting has always cost a fraction of what club sports cost. Unfortunately, in the last two years the registration fee for Scouting has gone from $33.00 to $66- doubling in price. This fee increase, coupled with difficulties from Covid-19 have created significant hardship for our local families and Los Padres Council as a whole. Your $1,500 investment will allow over 20 new youth to join scouts in Arroyo Grande area. Describe your organizational capacity to successfully carry out the proposed activities. x Number of full-time staff __6 x Number of part-time staff ___0___ x Number of volunteers __80___ Page 310 of 621 Description: Regardless of the many challenges we have faced this year, scouting on the Central Coast is still very much alive and well. Every day, we are seeing Scouts participating in virtual Pack or Troop meetings. We have had the honor of welcoming three Female Eagles out of Los Padres Council (https://www.noozhawk.com/article/orcutt_teen_earns_eagle_scout_20210109). Many of our units have resumed socially distanced community service days such as planting oaks or cleaning up trash. Los Padres Council Cub Scouts are also participating in Virtual Day Camps this summer. Scouts participate in a fun, adultled “virtual camp” where they may complete various crafts, games, and other activities that are all designed to help Scouts improve their physical and interpersonal skills while having fun. Although we greatly miss inperson day camp, we are proud of our staff, volunteers, and Scouts for learning how to adapt. In this transitional period the City of Arroyo Grande support would makes a huge impact. With that in mind, Los Padres Council respectfully requests $1,500 to support youth and help bridge the gap as we recover from the COVID-19 pandemic. Attachment C: Scope/work plan and budget worksheet Program/Service Objective Major Tasks to complete (to achieve associated goal) Timeline Evaluation Method Recruit 20 new families in Scouting in AG area Provide scholarships and to market programs within school and community organizations January- September 2022 New membership applications Program/Service OUTPUTS: Print and distribute BSA recruitment materials to schools and community organization. Host recruitment events in local parks and schools. Program/Service OUTCOMES: Register new families into BSA programs with the goal of 20 new families in Arroyo Grande and the formation of two new troops. Budget Worksheet Complete this Worksheet for the specified program or service. PROGRAM/SERVICE PROPOSED EXPENSES Line Item Proposed Cost Proposed Grant Funding Amount Administrative Salaries & Fees / Fiscal Agent Fees $336,000 Program Salaries & Fees Other Salaries & Fees $154,020 Equipment $105,355 Supplies / Materials $74,251 Travel / Transportation $32,325 Promotion / Publicity $23,470 $1,500 Page 311 of 621 Charter Fees $18,500 Other $156,300 TOTALS $900,221 $1,500 PROGRAM/SERVICE PROPOSED INCOME Cash Amount Arroyo Grande Community Service Grant Amount Requested $1,500 Other Funding Sources: Other Public Grants Private Foundations $70,000 Corporation Contributions Concessions / Ticket Sales $113,000 Promotion Sales / Advertisements (Other Cash) $521,600 Other Funding Subtotal: $240,000 TOTALS: $946,100 Page 312 of 621 Los Padres 2021 Program BudgetSupport & RevenueDirect SupportTotal Friends of Scouting118,000 113,000 10,000 60,000 301,000 1,500 302,500 36,200 71,500 240,000 101,200 53,200 141,500 643,600 946,100 EXPENSES336,000 94,620 54,800 4,600 490,020 116,350 47,166 8,040 7,850 88,294 8,021 15,620 26,525 5,800 10,000 17,085 - 23,300 17,650 - 18,500 410,201 900,221 45,879 Total Foundations & TrustsTotal Legacies & BequestsTotal Special EventsTotal Employee BenefitsProduct Sales Net of Costs & CommissionsTotal Salaries TOTAL DIRECT SUPPORT TOTAL INDIRECT SUPPORTInvestment Income TOTAL REVENUE TOTAL SUPPORT AND REVENUECamping Revenue Less Cost of Goods and DiscountsActivity Revenue Less Cost of Goods and DiscountsTotal Other RevenueTOTAL SUPPORTSale of Supplies Net of CostsTotal Payroll Tax Expense TOTAL EMPLOYEE COMPENSATIONTotal Employee Related ExpensesTotal Professional FeesTotal Postage & ShippingTotal Recognition & AwardsTotal Interest on DebtTotal Insurance CoverageTotal Program & Other SuppliesTotal Telephone & CommunicationsTotal Occupancy & UtilitiesTotal Assistance to IndividualsTotal Rental & Maintenance of EquipmentTotal Publication & Media ServicesTotal Travel & LivingTotal Conferences & MeetingsSURPLUS (Deficit) UR REVENUE/EXPENSETotal Miscellaneous ExpensesTotal National Charter & Service FeesTotal Loss on Sale of Fixed Assets TOTAL OTHER EXPENSES TOTAL EXPENSES 12/23/2020 : 3:41 PMPage 1 of 1Page 313 of 621 Page 314 of 621 Page 315 of 621 #>3-:5F-@5;: 31:/E "-91 !-585:3 00>1?? 5@E&@-@1+5< $4E?5/-8 00>1?? 5@E&@-@1+5< A:0 9;A:@ %1=A1?@10 $>1B5;A? A:0? %1/15B10 Ƒ *1?Ƒ ";2 *1? *1-> %1/15B10 9;A:@ %1/15B10 '-D "A9.1> -? E;A> ;>3-:5F-@5;: .11: -221/@10 .E #( Ƒ *1?Ƒ "; D1/A@5B1 5>1/@;> 9-58 00>1?? $4;:1 "A9.1> >-:@ $>;3>-9 ;:@-/@ 9-58 00>1?? $4;:1 "A9.1> $>;3>-9 ;> &1>B5/1 '5@81 Five Cities Community Service Foundation (Camp Arroyo Grande) PO Box 0 Grover Beach CA 93483 250 Wesley Street Arroyo Grande CA 93420 ■ 77-0437523 ■ Greg Steinberger greg@camparroyogrande.org Historic Building Restoration & Community Event 25,000 Page 316 of 621 >512 01?/>5<@5;: ;2 @41 <>;<;?10 <>;3>-9 ;> ?1>B5/1 C;>0?;> 81?? #: #/@;.1> 5@E ;A:/58 -A@4;>5F10 ;2 2A:05:3 2>;9 @41 91>5/-: %1?/A1 $8-: /@ %$ >1/15B10 .E @41 5@E @; ?A<<8191:@ @41 .A031@10 2;> @41 ;99A:5@E &1>B5/1 >-:@ $>;3>-9 '; .1 -C->010 3>-:@ 9;:1E 2>;9 @41 %$ 2A:0? -: 18535.81 -<<85/-:@ :110? @; 01?/>5.1 4;C @41 <A.85/ 41-8@4 191>31:/E :13-@5B18E 59<-/@10 @415> ;>3-:5F-@5;:G? 25:-:/5-8 /;:05@5;: $81-?1 5:/8A01 - @4;>;A34 01?/>5<@5;: ;2 @41 :13-@5B1 59<-/@? 1D<1>51:/10 .E E;A> ;>3-:5F-@5;: -? - >1?A8@ ;2 @41 #( <-:0195/ -:0 5:/8A01 0;/A91:@-@5;: 52 <;??5.81 Camp Arroyo Grande's Tabernacle, built in 1897, is the 2nd oldest building is Arroyo Grande and undergoing a community-funded renovation and landscaping. To celebrate its 125-year anniversary and renovation, a community-wide event will promote the history of the area and include hand-on children's activities. We hope this will become an annual event. Camp Arroyo Grande hosted over 4,000 children in 2019 for week-long environmental education camping experiences. All programs ceased in March 2020, and only partially resumed summer 2021. Over $150,000 in revenue from schools and youth groups was lost. Page 317 of 621 6,&3.=&8.43 *7(6.58.43 ! ! .77.43 8&8*2*38 64,6&2 46 *6:.(* 922&6< x 5?@ >1-? &1>B10 .E ";:$>;25@ #>3-:5F-@5;: x &A99->E 4; .7 8-* 564,6&2 46 7*6:.(* '*3*+.(.&1 84 664<4 6&3)* 6*7.)*387 "A9.1> ;2 >>;E; >-:01 %1?501:@? &1>B10 x 1?/>5<@5;: 4; .7 14(&1 3**) +46 8-.7 564,6&2 46 7*6:.(* )*8*62.3*) *7(6.'* <496 46,&3.=&8.43&1 (&5&(.8< 84 79((*77+911< (&66< 498 8-* 564547*) &(8.:.8.*7 "A9.1> ;2 A88 '591 &@-22"A9.1> ;2 $->@ '591 &@-22 "A9.1> ;2 (;8A:@11>? x 1?/>5<@5;: 1,000+ 02 40+ Since 1885, Camp Arroyo Grande has been hosting youth programs and providing a historic meeting hall. Our Mission is to foster enjoyment and appreciation of the natural world among people of all ages through creative activities in a camp setting. We assist individuals and organizations with an emphasis on education, community service, and character development. Camp Arroyo Grande hosts local groups such as Campfire, Boy Scouts, Girl Scouts, C. Coast A Camp AG hosts day and overnight camps for youth groups, and provides a historic meeting facility for community groups and family events. Part-time Camp Manager and part-time Executive Director Volunteer Board of Directors Five Cities Men's Club doing community work Boy Scouts doing community work Youth Groups use camp for activities Host for multiple youth and religious groups from throughout the Central Coast. In 2022, the Camp plans to host a Harvest Festival dance and annual community event featuring living history events and kids activities hosted by youth groups. The Camp provides a safe, private location for youth groups to gather for day camps and overnight experiences. With a restoration of the Tabernacle, we will be able to host more community activities and have meeting facilities for community groups. Page 318 of 621 (45* 4+ #460 46 #460 1&3 )41: /;9<81@5:3 @45? C;>7?411@ >121> @; @41 2;88;C5:3 =A1?@5;:? )4-@ ->1 @41 ;.61/@5B1? )4-@ 5? @41 <>;3>-9 ;> ?1>B5/1 -595:3 @; -//;9<85?4 ;C C588 @4;?1 3;-8? .1 -/451B10 -:0 5: C4-@ @5912>-91 )4-@ 5? @41 1B-8A-@5;: 91@4;0;8;3E 2;> 91-?A>5:3 >1?A8@? ;C /-: >1?A8@? .1 =A-:@52510 -:0 ;.?1>B10 %1?A8@? ?4;A80 .1 91-:5:32A8 91-?A>-.81 -:0 019;:?@>-@1 @41 05221>1:/1 @41 <>;<;?10 <>;61/@ 9-71? ;> 5? 5:@1:010 @; 9-71 5: @41 85B1? ;2 @41 <1;<81 C5@45: @41 <>;3>-9 ;> >1/15B5:3 @41 ?1>B5/1 #A@<A@ >1?A8@? ?4;C @41 -9;A:@ ;2 C;>7 <1>2;>910 ;> ?1>B5/1? >1/15B10 #A@/;91? ?4;C @41 =A-85@E ;2 @41 <1>2;>9-:/1 -:0 -:?C1> @41 =A1?@5;:? C4; 5? .1@@1> ;22 .E <>;B505:3 @45? <>;3>-9 ;> ?1>B5/1 )4-@ <1>/1:@-31 ;2 >1?501:@?->1 -??5?@10 ;> ->1 .1:125@@5:3 2>;9 @45? <>;3>-9 ;> ?1>B5/1 64,6&2*6:.(* '/*(8.:*7 &/46 &707 84 4251*8* 84 &(-.*:* &774(.&8*) ,4&1 .2*1.3*:&19&8.43 *8-4)414,< 64,6&2*6:.(* ! ! 64,6&2*6:.(* ! Tabernacle Restoration Repair roof, paint, refinish floor May 2022 Contractor completes plan Camp Landscaping Install native, drought tolerant plants June 2022 Contractor completes plan Historical Displays Install 12 displays in meeting hall May 2022 Historical Society dedication of displays Oak Grove & Nursery Eagle Project to create Oak Tree Nursery June 2022 Completion of Eagle Project Provide location for youth camps, group meeting facility and community events. 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&3) &11 +&(98 8:(- 5&79> )**28 2&9*7.&1 2*3)2*398 94 9-.8 ,7**2*39 8-&11 '* .3 <7.9.3, &3) 8-&11 '*2&)* 431> <.9- 9-* 2:9:&1 <7.99*3 (438*39 4+ &11 4+ 9-* 5&79.*8 94 9-.8 ,7**2*39 Page 323 of 621 "-* 5*7843 47 5*78438 *=*(:9.3, 9-.8 ,7**2*39 43 '*-&1+ 4+ 7&39** <&77&39 &3) 7*57*8*39 9-&9 -*8-* -&8 9-* &:9-47.9> 94 *=*(:9* 9-.8 ,7**2*39 43 '*-&1+ 4+ 9-* 7&39** &3) -&8 9-* &:9-47.9> 94 '.3) 7&39** 94 9-* 5*7+472&3(* 4+ .98 4'1.,&9.438 -*7*:3)*7 9-* 5&79.*8 -*7*94 -&;* (&:8*) 9-.8 ,7**2*39 94 '* *=*(:9*) 9-* )&> &3) >*&7 +.789 &'4;* <7.99*3 >%%%%%%%%%%%%%%%%%%%%%%%%%%%% > %%%%%%%%%%%%%%%%%%%%%%%%%%% $-.93*> (43&1) .9> &3&,*7 99&(-2*398 =-.'.9 774>4 7&3)* 422:3.9> !*7;.(* 7&39 74,7&2 551.(&9.43 Page 324 of 621 Page 325 of 621 Page 326 of 621 Page 327 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 328 of 621 Page 329 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Camp Fire is seeking funding for after-school, home-school and summer programming to implement the THRIVE curriculum at Ocean View, Harloe Elementary and Branch Elementary Schools as well as home-school programs and summer camps in Arroyo Grande. Camp Fire estimates serving at least 200 students in the Lucia Mar School district and over 50 home-schooled students. Camp Fire suspended programming from March of 2020 through January 2021 due to the COVID-19 pandemic and to protect our community members. During this suspension, Camp Fire was able to successfully carry out multiple virtual camps over the spring break and summer months, as well as host several outdoor adventure hikes at no cost to members. To make ends meet and continue serving youth in the 5 cities and throughout SLO County, Camp Fire let go of all staff, leaving the Board of Directors and committed leaders to run the organization and day-to-day operations of Camp Fire Central Coast. Now, with programming back up and running this fall and winter, Camp Fire is seeking to restart on-site, after-school, home-school and club programming and rehire staff to implement the THRIVE curriculum, as well as provide staff development and training to the new employees. Additional staff development and training for our new office manager is also needed. With revenue now coming in from Camp Fire youth and adult memberships, Camp Fire is rebuilding the organization and will be hiring one full time staffer (Director of Programs) in the winter of 2021-spring of 2022. Funding from the Arroyo Grande grant will help re-open after school programs once established at Ocean View Elementary school, as well as opening a new after school site at Harloe Elementary and Branch Elementary. With funding from this grant, Camp Fire estimates serving at least 200 students in the Lucia Mar School district through after school programming, as well as over 50 home-schooled students. Camp Fire historically has served over 50 students through after-school programming at Ocean View, and provided low cost and no-cost programming for low income and the latinx/minority community members. Grant dollars will also be used to support scholarships to youth who cannot afford after-school program or to support youth memberships to clubs based in Arroyo Grande. Page 330 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 250-300 01 35+ Camp Fire creates safe spaces where young people can have fun and be themselves. We do this through a variety of powerful youth experiences and programs (i.e. camps, afterschool, in-school, and virtual), customized to meet the needs of youth, their families, and their local communities. Young people want to shape their world. Camp Fire provides the opportunity to find their spark, lift their voice, and discover who they are. In Camp Fire, it begins now. Light the fire within. San Luis Obispo County and Northern Santa Barbara County Camp Fire Central Coast has served youth and families in San Luis Obispo and Santa Barbara counties for over 80 years. Camp Fire provides transformative social/emotional learning (SEL) youth development programs, designed to captivate imaginations and improve academic succes and opportunities for our youth to sustain lasting achievement. CF hosts both adult and CIT (Councelors in Training) volunteers throughtout the year. During our summer camps, we can have up to 40-50 volunteers helping support our Camp Tacanneko, hosted at Camp Arroyo Grande, which hosts up to 300 youth each year. In addition, Camp Fire also has hosted between 3-6 weeks of additional outdoor summer camps. We are working with local schools and outdoor venues to support programs in AG. After-school participation averages 1-2 hours per week for 10-12 weeks per school semester. In 2018-2019 school/class time participants numbered 420 students for 1 hour per week for 10 weeks for a total of 4,200 hours. We currently have families in AG who have requested after-school Camp Fire programming at Ocean View Elementary. We have been unable to open programming due to limited staffing. Funding will fill needs and provide after school support to local families within AG. Page 331 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: After School Programming Hire and train staff/registration 24 weeks Data collection from participant families Camp Tacanneko Planning, Registration and volunteer management 3-4 weeks Surveys from participating families Summer Camp Session Hire and train staff/registration 4-6 weeks Surveys from participating families Home School Program Outreach and registration to home-school youth 4-6 weeks Collect data to measure success through family After School: 12 weeks of after school programming at one school site=4200 hours of programming for 50 AG youth. Camp Tacanneko: 1 week of summer programming at Camp AG=300 youth, 6 hour days, 5 days= 1800 hours of programming. Summer Camps: 4-6 weeks of summer camp, 8 hours/day, 5 days per week=240 hours and up to 50 youth served per week. Home-School programming: 4-6 weeks, 2-5 hours/week with 50 students=1500 hours of programming Success of Camp Fire’s programs will be substantiated through continual evaluation processes using participant pre and post surveys. Program quality standards are measured and evaluated through both internal and external assessors. We are one of a few local and national youth organizations that utilize three rigorous, externally validated strategies to measure program performance, evaluation, and success. These include (1) measurement of program quality, via David Weikart Center’s Youth Program Quality Assessment and Improvement methodology, (2) program outcome evaluation via Camp Fire’s national evaluation firm, Hatchuel Tabernik and Associates (HTA), and (3) organizational effectiveness using the Core Capacity Assessment Tool (CCAT). Outcomes anticipated each school year include: 1. 80% of participants reporting Camp Fire has positively impacted the five key thriving indicators: Purpose, Confidence, Life Skills, Social Skills, and Conflict Resolution. 2 80% of participants reporting learning, understanding and applying thriving methods to succeed 3. 80% of participants reporting that they do not have to have “born with” talent to become good at something. 4. 80% report that due to Camp Fire’s support, if they do not achieve their goal the first time they do not give up.Page 332 of 621 Page 333 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Camp Fire Central Coast Page 334 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. 10,000 Page 335 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 336 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 337 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Camp Fire Central Coast of California 12/17/21 Susan Hansen Heather Muran Page 338 of 621 Page 339 of 621 Page 340 of 621 Page 341 of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¶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age 342 of 621 &20081,7< 6(59,&( *5$17 $33/,&$7,21 $77$&+0(17 $ &29(5 6+((7 2UJDQL]DWLRQ$JHQF\ 1DPH ORFDO EUDQFK 0DLOLQJ $GGUHVV &LW\6WDWH=LS 3K\VLFDO $GGUHVV LI GLIIHUHQW IURP 0DLOLQJ $GGUHVV &LW\6WDWH=LS )XQG $PRXQW 5HTXHVWHG 3UHYLRXV )XQGV 5HFHLYHG" Ƒ <HV Ƒ 1R ,I <HV <HDU 5HFHLYHG $PRXQW 5HFHLYHG 7D[ ,' 1XPEHU +DV \RXU RUJDQL]DWLRQ EHHQ DIIHFWHG E\ &29,'" Ƒ <HV Ƒ 1R ([HFXWLYH 'LUHFWRU (PDLO $GGUHVV 3KRQH 1XPEHU *UDQW 3URJUDP &RQWDFW LI GLIIHUHQW IURP ([HFXWLYH 'LUHFWRU (PDLO $GGUHVV 3KRQH 1XPEHU 3URJUDP RU 6HUYLFH 7LWOH Court Appointed Special Advocates of San Luis Obispo County Inc. 75 Higuera Street Suite 180 San Luis Obispo CA 93401 2021-22 $3250 77-0316227 Teresa Tardiff ttardiff@slocasa.org 805 541 6542 Patty Smith grants@slocasa.org 805 541 6542 Enhancing Health, Education & Social Success for Foster Youth Page 343 of 621 &20081,7< 6(59,&( *5$17 $33/,&$7,21 %ULHI GHVFULSWLRQ RI WKH SURSRVHG SURJUDP RU VHUYLFH ZRUGV RU OHVV 2Q 2FWREHU &LW\ &RXQFLO DXWKRUL]HG RI IXQGLQJ IURP WKH $PHULFDQ 5HVFXH 3ODQ $FW $53$ UHFHLYHG E\ WKH &LW\ WR VXSSOHPHQW WKH EXGJHWHG IRU WKH &RPPXQLW\ 6HUYLFH *UDQW 3URJUDP 7R EH DZDUGHG JUDQW PRQH\ IURP WKH $53$ IXQGV DQ HOLJLEOH DSSOLFDQW QHHGV WR GHVFULEH KRZ WKH SXEOLF KHDOWK HPHUJHQF\ QHJDWLYHO\ LPSDFWHG WKHLU RUJDQL]DWLRQ¶V ILQDQFLDO FRQGLWLRQ 3OHDVH LQFOXGH D WKRURXJK GHVFULSWLRQ RI WKH QHJDWLYH LPSDFWV H[SHULHQFHG E\ \RXU RUJDQL]DWLRQ DV D UHVXOW RI WKH &29,' SDQGHPLF DQG LQFOXGH GRFXPHQWDWLRQ LI SRVVLEOH Provide trusted, trained volunteers who improve the lives of children in foster care. Research shows this vastly improves their health & education outcomes. National CASA says children w/ a CASA volunteer are: more likely to find a safe permanent home; more likely to succeed in school; half as likely to re-enter foster care. In 2020, 329 children in this county benefited from the advocacy of a CASA volunteer who befriended and advocated for them while in the child welfare system. The public health emergency forced switching all work processes, yet we never stopped delivering services. Our staff was all office-based, so we had no work-from-home processes or resources, yet we re-trained all volunteers on how to continue safely seeing children weekly. With grit, integrity, & ingenuity, our staff seemlessly switched all services to virtual, re-trained volunteers on ways to virtually visit, orchestrate services, and update the court about the abused & neglected children we serve in Arroyo Grande and county-wide. COVID-19 also forced cancellation of 4 major fundraisers (so far), which threatens our frugal & efficient budgetಬs stability. Income from donations dropped by 35% in the first six months of the public health emergency. Building a virtual environment that now safely, securely, with court and DSS compliance enables volunteers to secure services for children has required unprecedented expenditures for equipment, training, and software. In our 25+ years of servicing the county's most vulnerable population, CASA has never faced such daunting obstacles to helping to the low-income, essentially homeless, abused and neglected infants, toddlers, & youth under the court's care. Our mission faces continuing challenges because recruiting volunteers is now harder and children coming into care evidence higher needs and more severe abuse and neglect. Page 344 of 621 &20081,7< 6(59,&( *5$17 $33/,&$7,21 $77$&+0(17 % 352*5$06(59,&( ,1)250$7,21 2UJDQL]DWLRQ 'HVFULSWLRQ LQFOXGH VXPPDU\ RI FRPPXQLW\ VHUYLFHV SURYLGHG 0LVVLRQ 6WDWHPHQW 3URJUDP RU 6HUYLFH 6XPPDU\ x /LVW $UHDV 6HUYHG E\ 1RQ3URILW 2UJDQL]DWLRQ x 6XPPDU\ +RZ LV WKH SURJUDP RU VHUYLFH EHQHILFLDO WR $UUR\R *UDQGH UHVLGHQWV" 1XPEHU RI $UUR\R *UDQGH 5HVLGHQWV 6HUYHG x 'HVFULSWLRQ +RZ LV ORFDO QHHG IRU WKLV SURJUDP RU VHUYLFH GHWHUPLQHG" 'HVFULEH \RXU RUJDQL]DWLRQDO FDSDFLW\ WR VXFFHVVIXOO\ FDUU\ RXW WKH SURSRVHG DFWLYLWLHV 1XPEHU RI )XOO 7LPH 6WDII1XPEHU RI 3DUW 7LPH 6WDII 1XPEHU RI 9ROXQWHHUV x 'HVFULSWLRQ 40 95 250 We provide a vetted, highly-trained, closely-supervised volunteer who works to secure a safe, permanent & loving home for a child assigned to them by the court who has been abused and/or neglected by their parents; helping assure these very-low-income children never "fall through the cracks" of the child welfare system & develop skills needed for adult success. CASA of San Luis Obispo County advocates for the best interests of abused and neglected children within the court system. CASA recruits, trains, and supervises volunteers who advocate for this vulnerable population with the goal of ensuring that each and every child grows up in a safe nurturing and permanent home Arroyo Grande, every child in foster care in SLO County CASA volunteers increase a child's access to opportunities & resources that improve physical, emotional, educational, & social outcomes; model healthy relationships, teach life skills which state care cannot provide (grocery shopping, college application, healthy long term relationships). CASA and its volunteers build the capacity in youth to succeed. CASA improves lives of foster children in AG by providing them w/ a highly-motived, trained, & dedicated volunteer who works 1-on-1 w/ the child to assure they have the best possible chance for success. Unlike social workers, foster parents, and teachers, the CASA volunteer for the child NEVER changes, providing the only consistent, reliable adult in a childಬs life, keeping a child from "slipping through the cracks" of the child welfare system. 27 years exp. Kids in foster care in AG better avert horrifying foster care statistics if have a CASA volunteer (they receive more needed services, get better education, stronger social connections.) Superior Court orders ALL children abused & neglected by their parents to receive a CASA volunteer; we provide one based on volunteer availability (budget limited). Judges assigns child to CASA to improve long-term well-being, graduation rates, reduce homelessness. Page 345 of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ecruit potential volunteers Monthly marketing, social media ongoing Total # volunteers attracted Background check potential volunteers FBI, fingerprint, call references ongoing Checks completed Interview potential volunteers Hold interview w potential volunteer ongoing Track # of volunteers interviewe Train potential volunteers Conduct 40 hour virtual & on-line training ongoing Attendance at class Volunteers sworn-in by judge Swearing-in occurs after training Judge signs certificates Judge orders new CASA to child Judge authorizes child/CASA pairing after training Signed orders received CASA begins advocating for child Child/CASA visits & research begin upon orders volunteer submits timelog Supervise CASA's case work for child Follow-up w CASA about child's progress ongoing volunteer submits written logs Continuing Ed for CASA volunteer 12 hours virtual, web, or self study ongoing volunteer submits records Abused and neglected children under the court's care have a trained, supervised volunteer assigned to them who works to improve the child's health, education, access to healthcare, and--most importantly--a trusted, reliable adult friend who provides the child consistency, constancy, and support throughout the time spent in foster care. Unique to the child welfare system, the same CASA volunteer stays with the individual child as they inevitably experience repeated changes to residential placements, schools, doctors, teachers, social workers, etc. This program improves the lives of the population least able to care for themselves--children removed from their parents due to neglect/abuse. Yearly, about 500 children come under the court's care in SLO county. This is a highly fluid population. Because foster children change homes frequently (typically 2 or more times a year), a child's "home" city may change on any given day. We will provide services to EVERY foster child residing in Arroyo Grande, and a CASA volunteer as available. This will be about 40 chidren. The whole community benefits from CASA, because foster children with a CASA find a permanent home 2 months faster than those without a CASA. (Nat'l CASA) Page 346 of 621 Page 347 of 621 CASA of San Luis Obispo County COVID Revised Major and Current Sources of Funding Jul '20 - Jun '21 ACTUAL Past 3 Years Average Current Budget COVID revised estimates Income Donation 88,875 80,000 65,000 down Vehicle Donation 14,427 10,000 5,000 down Fund Raising Rendezvous 124,000 66,000 68,000 down Voices for Children 24,000 25,000 - Hope for the Future 69,500 100,000 30,000 down Annual Appeal 42,500 50,000 28,000 down Kappa Alpha Theta 4,500 5,000 2,000 down Corporate Sponsorship 24,869 21,400 21,400 down 4061 · Grants: 379,800 607,280 587,280 MUST! Grant ()68,684 20,000 20,000 down 4076 · Fees For Service 27,700 25,000 25,000 down 4170 · Program Fees 3,890 1,875 1,875 down Total Income 872,744 1,011,555 853,555 Actual Income Received WIP, Est. revised Dec. 20 CASA of San Luis Obispo County Page 348 of 621 &20081,7< 6(59,&( *5$17 $33/,&$7,21 $77$&+0(17 ' '5$)7 )81',1* $*5((0(17 7+,6 $552<2 *5$1'( &20081,7< 6(59,&( *5$17 )81'6 $*5((0(17 ³$JUHHPHQW´ LV PDGH DQG HIIHFWLYH DV RI BBBBBBBBBBBB WKH ³(IIHFWLYH 'DWH´ E\ DQG EHWZHHQ WKH &LW\ RI $UUR\R *UDQGH D PXQLFLSDO FRUSRUDWLRQ ³*UDQWRU´ DQG WKH BBBBBBBBBBBBBBBBBBBD QRQSURILW F FRUSRUDWLRQ ³*UDQWHH´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³([KLELW $´ DQG LQFRUSRUDWHG KHUHLQ E\ WKLV UHIHUHQFH LGHQWLILHV WKH GHVFULSWLRQ RI FRPPXQLW\ VHUYLFHV WR EH SHUIRUPHG E\ *UDQWHH GXULQJ WKH LPSOHPHQWDWLRQ RI WKLV $JUHHPHQW *UDQWHH DJUHHV WKDW DQ\ IXQGV UHFHLYHG IURP *UDQWRU PD\ RQO\ EH XVHG WR SURYLGH WKH FRPPXQLW\ VHUYLFHV VHW IRUWK LQ ([KLELW $ E *UDQWHH DJUHHV WR WKH IROORZLQJ UHTXLUHPHQWV LQ DGPLQLVWHULQJ WKH FRPPXQLW\ VHUYLFHV VHW IRUWK LQ ([KLELW $ *UDQWHH ZLOO DW DOO WLPHV GXULQJ WKH GXUDWLRQ RI WKLV $JUHHPHQW RSHUDWH DV D QRQSURILW F FRUSRUDWLRQ LQ JRRG VWDQGLQJ 3URYLGH VHUYLFHV EHQHILWLQJ WKH &LW\ RI $UUR\R *UDQGH 8VH IXQGV SURYLGHG E\ *UDQWRU WR GLUHFWO\ SURYLGH D VRFLDO VHUYLFH HGXFDWLRQDO FXOWXUDO EHDXWLILFDWLRQ RU UHFUHDWLRQ SURJUDP RU SURMHFW WR $UUR\R *UDQGH UHVLGHQWV DQGRU EXVLQHVVHV CASA of San Luis Obispo County Inc. 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A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 356 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Central Coast Aquarium PO Box 460 Avila Beach CA 93424 50 San Juan St. Avila Beach CA 93424 ■ 77-0479110 Teresa Lara teresa@centralcoastaquarium.com 805-457-5357 Gabriela Morales gaby@centralcoastaquarium.com 805-457-5357 Marine Science Discovery Labs for Underserved Students 2,000 Page 357 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. The Discovery Lab program has the exceptional ability to cultivate healthy, positive child development as described in the Search Institute's 40 Developmental Assets. Our Discovery labs utilize inquiry-based learning to engage students in their lessons, fostering a motivation to achieve their learning outcomes and close bond with their schooling environment and community. CCA's closure due to COVID-19 was severely detrimental to our budget for 2020 and 2021. The aquarium fully shut down in March 2020 and had to be completely restarted in August 2020. The re-opening of the aquarium was only made possible with the community's donations and grants. In January 2020, our projected income for the year was approximately $494,000 including grants; our actual income was $102,000, and almost all of this was put towards shutdown and restarting efforts (animal transfers, equipment repairs, etc.). Admissions and school programs were halted completely and have yet to be fully re-established. CCA has not been able to serve our community as usual during the pandemic and, due to limited resources, has experience difficulty transitioning our programs to become COVID-friendly. Page 358 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 200+ students 10 3 To achieve our mission, the aquarium has grown to offer a variety of school programs to local students, including day camps, lectures, and a public exhibit hall showcasing over 75 local marine species. We engage with the community through outreach events at libraries, museums, recreation departments and other non-profits. We also host our regular beach cleanup and underwater cleanups to promote active stewardship. To cultivate a community dedicated to ocean stewardship through education, engagement, and action to in turn conserve and preserve the ocean. SLO County: Avila Beach, Arroyo Grande, SLO. Santa Barbara County: Santa Maria We at the Central Coast Aquarium believe that the best way to achieve our mission is to create impactful and meaningful ways for all members of our community to connect with the ocean and its inhabitants. The fully time staff member will be the Director of school programs. The director creates these engaging programs and teaches the lessons. The director also trains volunteers to help teach the school programs. We have served many students from Harloe Elementary and Branch Elementary. They participated in our school programs such as Discovery Labs. Central Coast Aquarium is the only organization in our region that promotes interactive marine science education for grades K-12, and we intend to meet that need with diverse, engaging programs that reach a broad array of students. Page 359 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Discovery Labs To educate marine science in an exciting hands-on environment to promote interest in marine science Raise funds from grants to provide scholarships to students in the community so many students can participate in hand-on science education 2022-2023 school year Educate marine science in an exciting hands-on environment to promote interest in marine science In recent years, Exhibit Hall admissions have increased by an average of 25% annually, and school program participation has grown by an average of 21%. -teach students hands-on marine science education - students learn about marine science and they become stewards of the ocean - students learn about the importance of marine life active contribution to its conservation and preservation as well as giving back to its community. Page 360 of 621 Page 361 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 362 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 363 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 364 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 365 of 621 Page 366 of 621 Page 367 of 621 Page 368 of 621 Page 369 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 370 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Central Coast Childbirth Network, INC P.O. Box 2356 Pismo Beach CA 93448 1042 Margarita ave. Grover Beach CA 93433 ■ 84-4846452 Susannah Brown Susannah@centralcoastcn.org Professionals to Community (PtC) 6,000 Page 371 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. We want to host the "Central Coast Birth, Baby & Family Wellness Expo" in Arroyo Grande. We will invite families and individuals in the community to meet providers and businesses and find local resources, programs and support. This is for the Central Coast but also spotlight Arroyo Grande professionals and residents. Because of the negative impacts of COVID-19 pandemic, our organization and our members have not been able to bring to the community information in-person, or to share resources and health information as we were able to previously. This has reduced the ability to see what diverse providers, resources and support is available locally in a inclusive and well-represented way. We want to support the local birth and wellness providers,businesses individuals and families of the Central Coast in bringing this presence back to the community to improve family planning decision-making, and overall birth and wellness outcomes. This health emergency has not allowed us to gather local providers in person with the community and we aim to restore much needed program to remove barriers to access valuable resources that support and strengthen families to thrive from preconception through the first year of parenting. Page 372 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 13,927 00 10-65 We bring local providers together to strengthen the professional birth and wellness community and share information with the Central Coast to bring awareness of options from providers to wellness services. to provide a diverse network of birth and wellness professionals who are commited to inform, educate and advocate for the individual needs of Central Coast families from preconeption through the first year of parenting. Central Coast: All of San Luis Obispo County and Northern Santa Barbara County We have 3 programs to support and collaborate: CCCN to Professionals, Professionals to Community and Student interns- aspiring professionals. The expo event will bring together all 3 programs but is organized by our Professionals to Community (PtC) program because the focus is engaging primarily with the community. 5 Board members: Zabrina Cox, RN, Childbirth Educator and Doula, Susannah Brown MS Analytics, BSBA-HRM, Natalia Mendez Child Resource Coordinator for CRRSB, Alexandra Klein Business Owner and Doula, Cheryl Wakefield Business Owner. We have 3 Student interns for Winter 2022: 2 Child Dev. from Cal Poly and 1 Business and Marketing Major, and almost 50 local Members- birth and wellness providers and have community partners. The 2021 Arroyo Grande population is 17,854, of which 3,927 are seniors (not in preconception through first year of parenting). remaining is 13,927 with 10,638 being adults. We need to communicate preconception through the 1st year of parenting local services and resources to individuals and families in an comfortable and inclusive and accessible way. By bringing this event to an in-person gathering, people will be able to learn about options. Page 373 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Community Bring info, resources and support Spring 2022 post-event survey & diverse # options rep. Providers bring community, info resources and support Spring 2022 post-event survey & est. attendance Inclusive and diverse event host accessible and impactful event Spring 2022 socioeconomic and region represented Expo event with more than 20 birth and wellness providers, organizations and partners representing the Central Coast. By bringing together diverse providers, organizations and business, we will be able to improve the information recieved and awareness of options for locals by reducing barriers. The providers, businesses and community will all benefit from this event. Arroyo Grande residents in preconception through 1st year of parenting stages of life will benefit if they attend the event or review our social media highlights and online information about the providers and organizations participating. Page 374 of 621 Page 375 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Central Coast Childbirth Network, NC Page 376 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. 6,000 Page 377 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 378 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Susannah Brown Treasurer Central Coast Childbirth Network, NC Page 379 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Central Coast Childbirth Network, INC 12/17/2021 Susannah Brown Zabrina Cox Page 380 of 621 Page 381 of 621 Page 382 of 621 Page 383 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 384 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Clark Center for the Performing Arts, Inc 489 Fair Oaks Ave Arroyo Grande CA 93420 ■ 77-0560115 Connie O'Henley connie@clarkcenter.org 805-489-4196 Support of Community and School Events 10,000 Page 385 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Funds will be used to assist with re-opening and sustaining services while attendance continues to be affected by COVID. This includes theatre operations for the school renters, community groups and touring shows. Continue our Arts in Education programs of scholarships, grants, student art show and outreach programs as COVID restrictions allow. In March of 2020, we were forced to close our doors to the public and cancel over 150 events in the remainder of our fiscal year – a loss of over $300,000 in projected earned income. We remained closed until September 2021. While closed, we were forced to cancel another 300 events for the 2020-21 year, our earned income was reduced from a projected $700k to $16k and found it necessary to reduce our staff by 75%. As we struggle to open back up, we are faced with even more challenges. Ticket sales are approximately 50% of projections resulting in the promoters/renters and our organization often offering the events at a loss. We suffered a loss of 50% of our professional staff when were forced to lay off 75% of our staff and reduce the hours of the remaining 25%. Half of those staff members did not return when we reopened. We are still struggling to fill the positions and train new staff members. In short, it is taking 110% of effort and cost to earn 50% less income. However, the Clark Center will continue to provide a place to inspire, entertain and educate our community! Page 386 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 18,000 515 120 See Attached The Clark Center was created to inspire, entertain, and educate our community through the power of cultural and performing arts. Bring your ideas and your imagination and let us show you the world. All of San Luis Obispo County and Northern Santa Barbara County See Attached The Clark Center has struggled to maintain staffing levels to support the allowable activities. We have sufficient a level of staffing to support the projected events for the remainder of the year. Several of our full time staff members are working in multiple areas. See Attached See Attached Page 387 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: see attached Page 388 of 621 Page 389 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Clark Center for the Performing Arts Page 390 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 391 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 392 of 621 4 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ______________________ ____ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application ..' ƛİ '.'5C 6'+0#1' !'+# ! $!3 '.#'! ) ! #"' '!) !2.7 !#4C .+ ____________________ .' ƛİ '.'5 6'+0#1' !' Page 393 of 621 Page 394 of 621 11:42 AM 12/10/21 Accrual Basis Clark Center Association Profit & Loss July 2018 through June 2021 Jul '18 - Jun 19 Jul '19 - Jun 20 Jul '20 - Jun 21 Ordinary Income/Expense Income 4120 · Association Shows 335,221.87 226,090.48 4,427.50 4178 · Facility 214,117.87 126,815.29 10,484.50 4299 · Front of House 116,625.83 62,961.48 1,476.50 4501 · Special Event 18,581.00 19,555.00 150.00 4801 · Fundraising 331,307.38 237,517.22 288,778.37 Total Income 1,015,853.95 672,939.47 305,316.87 Gross Profit 1,015,853.95 672,939.47 305,316.87 Expense 6100 · Advertising 1,753.50 5,754.00 2,053.00 6178 · Association Show Expense 285,593.07 196,362.74 3,749.75 6188 · Bank Service Charges 24,057.34 20,753.32 5,801.21 6199 · Concession Expense 7,462.15 5,526.01 1,015.00 6228 · Contract Services 79,210.73 45,489.56 38,823.50 6230 · Dues & Subscriptions 4,430.60 3,417.98 1,765.02 6300 · Special Event Expense 25,738.03 19,049.31 44,697.25 6398 · Fundraising Expense 4,389.06 2,216.54 154.06 6401 · Scholarships & Grant Awards 17,185.00 8,147.50 13,000.00 6410 · Legal, Accounting & Consulting 16,804.27 2,669.55 11,157.90 6428 · Postage 8,035.20 6,264.13 1,163.31 6430 · Printing 80.13 0.00 1,655.45 6448 · Insurance Expense 14,486.74 15,002.54 13,270.17 6468 · Repairs & Maintenance (equip)13,657.92 2,159.77 105.21 6478 · Salaries & Wages 434,011.37 371,530.15 231,191.37 6479 · Payroll - Other 696.33 370.78 984.94 6488 · Supplies 9,314.87 4,631.48 2,289.25 6498 · Taxes, Permits & Licenses Other 1,331.00 891.60 317.33 6508 · Telephone 4,668.47 4,848.36 4,348.57 6518 · Training & Conferences 2,221.84 2,274.94 45.00 6538 · Volunteer Expense 2,442.30 1,661.81 433.51 6600 · Equipment Donated to LMUSD 33,887.83 92,527.66 189,802.96 8000 · Depreciation Expense 9,545.00 10,596.00 10,707.00 Total Expense 1,001,002.75 822,145.73 578,530.76 Net Ordinary Income 14,851.20 -149,206.26 -273,213.89 Net Income 14,851.20 -149,206.26 -273,213.89 Page 1 of 1Page 395 of 621 Clark Center for the Performing Art, Inc. Attachment B: Program/Service Information OOrganization Description Since opening in 2002, the Clark Center for the Performing Arts has become the Central Coast’s premier venue for world-class, professional performing arts in an intimate setting. Located next to the Arroyo Grande High School campus, the Clark Center is a state-of-the-art hub for cultural events serving all the people of our community with a diverse and varied world of creative arts performed in the professional surroundings of the Clark Center. The facility operates with the help of almost 200 volunteers that contribute over 11,000 hours each year. They greet the patrons, help with special events, sit on committees and boards, and generally support the facility and programs. Over 50,000 patrons attend more than 300 events each year. Events range from a local dance studio’s annual recital to professional touring artists from all over the world. Patrons range in age from infants to over 100 years young. Music, dance, theater, comedy – the performing arts bring communities together. Mission Statement The Clark Center was created to inspire, entertain, and educate our community through the power of cultural and performing arts. Bring your ideas and your imagination and let us show you the world. Program or Service Summary The Clark Center fulfills its mission through the following program areas: - Operation and management of the performing arts facility. Support of all organizations using the facility, averaging over 300 events annually. Services include contracting with rental clients, operation of the box office and front of house services, management of a volunteer program, technical support of all events, and maintenance of facility equipment. Of the 300 events produced, approximately 75% are Arroyo Grande schools, community groups and businesses. - Presentation of professional, touring artists. Annually bringing to our community 15-20 professional artists ranging from music to theatre, family programming to comedy. - Arts and Education. Presentation of educational, entertaining programs for elementary students in the Center. A grant program for teachers wanting to enhance their classroom with performing arts and students wanting to expand their education through workshops, materials or classes. A scholarship program for graduating students pursuing an education in the performing arts. Page 396 of 621 Clark Center for the Performing Art, Inc. How is the program/service beneficial to Arroyo Grande residents? Over 50,000 people attend events at the Clark Center each year. Patrons come from throughout San Luis Obispo and Northern Santa Barbara counties. Approximately, 30% of those individuals live in the City of Arroyo Grande. In addition, over 4000 students attend free programs from the local elementary schools. 50% or more of those children live in the City of Arroyo Grande. In addition, approximately 75% of the schools, groups and businesses that rent the facility are from Arroyo Grande. Grant funding will ensure the Clark Center can continue to support the community and school shows without increase rates to those renters. How is the local need for the program/service determined? Community and school performing arts organizations has also been affected by the COVID pandemic and related restrictions. After more than a year of restrictions, these organizations are rebuilding their programs. They are eager to get back on the stage but fear the reduced audience sizes (decreased income) to cover all the costs. The Clark Center wants to continue offering services at rates that help the organizations. Describe your organization capacity to successfully carry out the proposed activities. The Clark Center has struggled to maintain staffing levels to support the allowable activities. We have sufficient a level of staffing to support the projected events for the remainder of the year. Several of our full-time staff members are working in multiple areas. We currently have the following staff: Full time: 5 Part time: 15 (on call technicians) Volunteers: 120 Page 397 of 621 Clark Center for the Performing Arts Attachment C: Scope/Work Plan and Budget Worksheet PP rogram/Service OObjectives: MM ajor Tasks to Complete ((to achieve associated goal) Timeline Evaluation M ethodology Support rentals by community producers Plan, staff and execute support of 100 performances Ongoing: January- June 2022 ticket sales; renter satisfaction Schedule events Work with organizations and school to schedule events and develop budgets for events Ongoing: January- June 2022 Events scheduled Plan events Work with organization leaders to create an event plan; staffing needs, technical needs, facility needs, box office and marketing support. Ongoing: January- June 2022 Renters’ comfortable with an attainable plan Execution of events Support of the event; staffing, technical support, and box office support. Ongoing: January- June 2022 Renter is able to cover direct costs of event P rogram/Service OUTPUTS: The scope of the project will be for the remainder of the Fiscal Year (January-June 2022). The main objectives of will be to continue to provide a high level of support to renting organizations (community and school) for approximately 100 events. This includes planning events with the renters, staffing events, and execution of quality events. The Clark Center is striving to support all the community activities while collecting approximately 75% of the projected income for the activities (rent, ticket sales, etc). PP rogram/Service Outcomes: The success will be the 100 events that occur in the Clark Center. The hundreds of performers (children, students and adults) will have the opportunity to engage in performing arts. In addition, thousands of community members will have the opportunity to experience the performing arts. Approximately 80% of the organizations are from Arroyo Grande. Although only 30% of the 50,000 patrons that attend events reside in Arroyo Grande, these community and school groups attract a much higher percentage. Page 398 of 621 Attachment C: Budget Worksheet Clark Center for the Performing Arts Line Item Proposed Cost Proposed Grant Funding Amount Administrative Salaries & Fees / Fiscal Agent Fees -$ Artistic Salaries & Fees -$ Other Salaries & Fees -$ Salaries & Wages 1. Technical and support staff 104,955$ 10,000$ Equipment -$ Supplies / Materials 5,510$ Travel / Transportation -$ Promotion / Publicity 2,000$ Other Expenses: 1. Rent 42,698$ 2. Utilities 1,140$ 3. Repairs and Maintenance 1,200$ 4. Merchant Fees 11,461$ 5. Insurance 7,027$ Totals 168,965$ 10,000$ 10,000$ -$ 8,000$ -$ 150,962$ 158,962$ 168,962$ Concessions / Ticket Sales (Fee for services) Promotion Sales / Advertisements (Other Cash) Other Funding Subtotal Totals: Program/Service Proposed Expenses Program/Service Proposed Income Arroyo Grande Community Service Grant Amount Requested Other Funding Sources: Other Public Grants Corporation Contributions Private Foundations (Community Support & Fundraising) Page 399 of 621 Page 400 of 621 Page 401 of 621 Page 402 of 621 Page 403 of 621 Page 404 of 621 Page 405 of 621 Page 406 of 621 Page 407 of 621 Page 408 of 621 Page 409 of 621 Page 410 of 621 Page 411 of 621 Page 412 of 621 Page 413 of 621 Page 414 of 621 Page 415 of 621 Page 416 of 621 Page 417 of 621 Page 418 of 621 Page 419 of 621 Page 420 of 621 Page 421 of 621 Page 422 of 621 Page 423 of 621 Page 424 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Hospice of San Luis Obispo County 1304 Pacific Street San Luis Obispo CA 93401 2020-21 $4,500 95-3195126 Shannon McOuat shannonmcouat@hospiceslo.org 805.544.2266 Hospice Community Support Page 425 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. With this funding we plan to provide additional much-needed in-home support to individuals with a life limiting or life threatening illness by training 3 new AG resident volunteers to each provide 4 hours of respite a week; provide 12 hours for caregiver support and education including care planning and referrals through Care Management to an additional 4 AG residents; and provide 125 sessions of grief counseling to AG residents. During the COVID-19 pandemic, we have had to cancel several key fundraisers and are working to get creative to find funding through grants, virtual fundraising, and major gifts. We have made every effort to mindfully realign our staffing to best preserve our core services and services for which we have continued to experience increasing demand. Still, we have had to cut back on staff and programs, as well as cancel fundraising events that have raised money for our programs in past years. Another challenge has been continuing to offer support to our community while keeping our clients, volunteers and staff safe. We have established virtual counseling and support services for clients and caregivers. We have seen an increase in the intensity of calls we receive and have become a lifeline for people who are in dire situations. We are under a state public health mandate that requires all staff and volunteers entering client homes or facilities to be vaccinated against the virus. Our volunteers have received additional training regarding COVID-19 safety precautions and have access to personal protective equipment (PPE) for themselves and their clients and caregivers. Page 426 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? 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What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Grief-counseling sessions for AG Promote service and provide intakes 12 months 125 sessions for AG residents RN Care Manager Support for AG Care planning and referrals 12 months Follow up for 4 AG residents In-Home Training for AG Volunteers Promote and recruit potential volunteers 12 months 3 new volunteers from AG We offer this training three times a year. Set dates for volunteer training on Zoom. Recruitment of AG residents to our volunteer training through press releases, current volunteers, outreach, email blasts, and social media. Training includes 3 hours a week for 8 weeks. Follow up with trainees for background check requirements. Match new volunteers with clients who have been assessed for service in Arroyo Grande. 1. 3 AG residents who sign up and complete the volunteer training. Tracked through database. 2. 3 AG residents who clear background check and are matched with a client. Tracked through database. 3. 3 or more new AG residents served due to expanded volunteer base. 4. Number of new service hours for respite and grief counseling. 5. Reduced wait time for access to volunteer support or grief counseling - from a month to a week. Page 428 of 621 Page 429 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Hospice of San Luis Obispo County Page 430 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 431 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 432 of 621 4 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Shannon McOuat Page 433 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Hospice of San Luis Obispo County 12.8.2021 Shannon McOuat, Executive Director Terry Housinger, Chair Page 434 of 621 Page 435 of 621 Page 436 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 437 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Lumina Alliance PO Box 125 San Luis Obispo CA 93406 555 S. 13th Street Unit B Grover Beach CA 93433 N/A N/A 95-3370729 Jennifer Adams jadams@luminaalliance.org 805-781-6400 Kaitlin Goodpaster kgoodpaster@luminaalliance.org 805-781-6400 Therapy Services for Sexual Assault and Intimate Partner Violence Survivors 10,000 Page 438 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Lumina Alliance is the only organization in the county that provides emergency services for survivors of sexual assault (SA) and intimate partner violence (IPV). Lumina Alliance serves roughly 75 residents in the city of Arroyo Grande. Our primary services within the vicinity of Arroyo Grande are therapy and walk-in crisis assistance for survivors. Lumina Alliance's therapy services were greatly impacted by COVID-19. All therapy services, as of March 2020, pivoted to remote "telehealth" therapy which allowed us to continue the vital needs of our survivors and their children. Online telehealth services were purchased as well as laptops, cameras and other equipment that was needed. Clients were provided therapy from their homes and continued access to this service without interruption. We noticed that many clients were home with their children and could not leave for services due to lack of resources, childcare, financial reasons, and of course the pandemic "shelter in place" order. If clients did not have a safe space for therapy, they were allowed to come into the office and use laptops in a private room after a simple health check was performed. As the pandemic has evolved, and stay-at-home orders have been lifted, we still utilize telehealth services for our clients and their families. Page 439 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 75 54 16 49 Lumina Alliance provides the following services: emergency shelter/housing assistance, case management, individual/group therapy, 24/7 Crisis & Information Line, advocacy (medical, legal, economic), accompaniments (legal, medical), and food access. Lumina Alliance's mission is to empower those impacted by sexual and intimate partner violence through innovative advocacy, healing, and prevention programs. San Luis Obispo County Lumina Alliance provides all of our available services to residents of Arroyo Grande. Our administrative office in Grover Beach operates as a walk-in center where survivors can be connected to advocates, therapists, and other trained staff for therapy and crisis resources. Lumina Alliance staff and volunteers are certified through CA state 65-Hour SA & IPV Advocate training to provide survivors with resources, to evaluate their needs, and to connect them to our services. Lumina Alliance is the only organization that provides sexual assault and domestic violence resources to individuals that live in Arroyo Grande and in San Luis Obispo County as a whole Individuals who have experienced for IPV and SA can contact Lumina Alliance through our 24/7 Crisis Line or by walk-in at our Grover Beach office. It is through the volume of calls and visits we receive that we are able to determine an increasing demand for resources. Page 440 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: See Word document below 30 sexual assault and domestic violence survivors will receive individual therapy. 60% of individual therapy clients will complete the IES Victim Assessment Tool at the first session and at one or more subsequent sessions. 60% of individual therapy clients who completed the IES at two or more sessions will experience a decrease in symptoms. Page 441 of 621 Arroyo Grande Community Service Grant Application Attachment C: Scope of Work or Work Plan Program/ Service Objectives Major Tasks to Complete (to achieve associated goal) Timeline Evaluation Methodology To provide therapy to clients who have experienced sexual assault or domestic violence in order to decrease the negative impact of violence/trauma on the health of the survivor. Provide therapy services to 30 individual sexual assault and/or domestic violence survivors. Therapy will be provided by MFT, MFT Associate, or MFT Trainee in Grover Beach; 1-hour sessions available up to 24 weeks. January 1 2022- December 30, 2022 All client data is recorded in our database Apricot, a cloud-based system specially designed for agencies that service victims of IPV. Therapists input information from each session into Apricot to record growth. To evaluate the impact of therapy services on clients. Administer the IES Victim Assessment Tool to clients, at the first session and then every fourth session, in order to determine effects of therapy on the decrease of symptoms for the survivor. January 1, 2022- December 30, 2022 The Impact of Events Scale (IES) is used to evaluate the effects of therapy on the symptoms of abuse, including increases in self-esteem, absence of negative coping mechanisms, increased knowledge of SA/IPV, and improved ability to address stress and maintain healthy relationships. Page 442 of 621 Page 443 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 444 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3.PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4.REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5.STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6.TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 445 of 621 3 7.INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8.COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9.ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10.GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11.ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12.AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 446 of 621 4 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 447 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Lumina Alliance 12/17/2021 Jennifer Adams David Juhnke Page 448 of 621 Page 449 of 621 Page 450 of 621 Page 451 of 621 Page 452 of 621 Page 453 of 621 Page 454 of 621 Page 455 of 621 Page 456 of 621 Page 457 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 458 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) State:Zip:City: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: People's Self-Help Housing 1060 Kendall Rd. San Luis Obispo CA 93401 2017 $2,500 95-2750154 Ken Trigueiro grants@pshhc.org (805) 781-3088 Forrest Eastham, Grants Manager grants@pshhc.org (805) 781-3088 Arroyo Grande Supportive Housing Program Page 459 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. PSHH’s SHP program provides clinical case management to residents of its affordable housing properties, helping build resiliency and enhance health outcomes by increasing access to: • health screenings • insurance coverage • food security • medical transportation • counseling services • financial coaching • disability accommodations • career navigation services • homelessness prevention • emergency financial assistance • vaccinations, and more The Covid pandemic has exacerbated challenges faced by the populations we serve, and demand for SHP services has surged as a result. Households accessing clinical case management services leapt from 52% in the 12 months before the pandemic to 65% in the first 12 months of the pandemic. As economic impacts deepened and households faced layoffs, demand for emergency rent relief, utility assistance, and food security programs increased sharply, from $25,000 to over $150,000 in 12 months. Last year, 1,126 households program-wide received clinical case management, with 7,372 hours of face-to-face assistance being provided. SHP facilitated the transition into supportive housing for 60 formerly homeless households, and service coordinators provided 676 referrals to partnering agencies. With the pandemic’s economic ripple effect also reaching PSHH’s community supporters, partners and donors, individual donations declined, placing additional strain on organizational economic structures and resulting in budget constraints and increased need for grant funding. PSHH’s keen fiscal oversight and strategic structuring of organizational staffing strength have thus far upheld our service delivery framework, however, continuing economic strain due to secondary waves of the pandemic could threaten long-term program sustainability. Additional funding is imperative to ensuring longevity of SHP services for our most vulnerable residents at this point when need is critical. Page 460 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG 6HH DWWDFKHG How is local need for this program or service determined? 6HH DWWDFKHG Describe your organizational capacity to successfully carry out the proposed activities. 6HH DWWDFKHG 78 168 30 0 Page 461 of 621 ORGANIZATION DESCRIPTION People's Self-Help Housing is the Central Coast's longest-serving nonprofit affordable housing developer, providing paths to homeownership and attentive, resident-centered management of 53 affordable rental properties. Each day, over 9,000 PSHH residents come home to safe, supportive housing throughout Santa Barbara, San Luis Obispo, Ventura, and Monterey counties. Each of the rental properties PSHH develops and maintains is enriched with onsite case management, provided by in-house licensed clinical social workers, designed to prevent homelessness and build long-term resiliency. Many of our properties also host a learning center for our nationally-recognized education program, Camino Scholars, which advances equity in education for students from historically under-resourced and low-income households. MISSION STATEMENT Incorporated in 1970, the mission of People's Self-Help Housing is to build affordable homes with site- based services that offer opportunities to change lives and strengthen communities on the Central Coast of California. Over the past 50 years of service to its community, PSHH's mission has evolved from a singular focus on the self-help, or "sweat equity," housing assistance model to encompass the provision of high quality, supportive, multifamily rental housing for low-income families, seniors, veterans, farmworkers, persons living with disabilities, and those transitioning out of homelessness. PROGRAM OR SERVICE SUMMARY PSHH's Supportive Housing Program (SHP) provides residents living at PSHH's affordable rental properties with onsite clinical case management and wraparound services designed to promote equitable health outcomes and long-term housing resiliency. AREAS SERVED BY ORGANIZATION Funding would support residents of PSHH's four rental properties located in Arroyo Grande, CA: Cawelti Court on 351 South Elm Street, which houses 29 residents, Courtland Street Apartments on 150 S. Courtland Street, which houses 30 residents, Juniper Street Apartments on 119 Juniper Street, which houses 9 residents, and Oak Forest Apartments on 163 South Elm Street, which houses 10 residents. SUMMARY SHP's primary objectives are to keep residents stably housed, foster economic resiliency, and improve health outcomes through coordination of clinical social services. Clinical staff help residents access supportive resources, co-developing case management plans to help them actualize personal resiliency goals. Social workers support at-risk residents in crisis situations, recognizing common signs of distress and providing interim counseling services until referrals to partnering service providers are finalized. Staff provide financial literacy coaching and link residents to vocational readiness resources to prevent homelessness recidivism among those at risk and helping them build personal resiliency. Social workers are provided onsite where residents live, establishing trust and enhancing response efficiency in crisis situations. Services are available every weekday, with program staff providing an average of 10 hours per week assisting PSHH’s Arroyo Grande residents. Residents can initiate services any time, are assisted immediately, and are never placed on a waitlist. As socio-emotional effects of the pandemic have deepened, additional focus will be on addressing effects of prolonged isolation and deferred health care on seniors and housebound residents. Page 462 of 621 HOW IS THE PROGRAM BENEFICIAL TO ARROYO GRANDE RESIDENTS? The program will serve a total of 78 residents - 29% of whom were previously homeless, 28% of whom are living with a disability, and 19% of whom are veterans - with onsite case management provided by in- house clinical social workers. Among households served, 94% are low- to very low-income, earning less than 80% of Area Median Income. Over 89% are from historically underserved racial demographics, many of whom have been disproportionately impacted by the Covid-19 pandemic. 32% are over the age of 60, and many are classified as English Language Learners. The program benefits Arroyo Grande residents by enhancing long-term financial stability and improving health outcomes among those receiving SHP services, ensuring that residents at risk of homelessness receive the assistance needed to remain stably housed. Residents will receive clinical case management and wraparound services designed to promote equitable health outcomes and long-term resiliency. Services are adaptive, inclusive, and available to residents free of charge. Most SHP staff are bilingual, and all are trained in crisis intervention and certified in trauma-informed care. Case managers are trained to provide the high-quality and individualized care typically needed by our service population, all of whom are considered at risk of homelessness. Social workers are often culturally representative of our service demographic, building trust with residents and establishing long-term relationships through client advocacy. When a resident initiates services, social workers work with residents directly to co-develop a case management plan designed to help them identify challenges, barriers, and resources needed to establish stability. SHP leverages partnerships with a wide array of public and private agencies to continually enhance service provision for its residents. Program staff frequently accompany residents to appointments, providing buffering services such as mediation or translation as necessary to ensure seamlessness, equal access, and quality of care. Services can be initiated at any time, accessed as often as needed, and are available to residents without barrier or condition. HOW IS LOCAL NEED FOR THE PROGRAM DETERMINED? According to the County of San Luis Obispo's most recent homeless point-in-time census, there were 1,483 homeless persons living within the county. While 60% of those served by ECHO Atascadero in 2019 found housing, the transition out of homelessness is full of obstacles that often result in recidivism. Housing affordability in San Luis Obispo County remains among the lowest in the state, and renters within the county currently need to earn 2.3 times the median income to afford the average monthly asking rent of $1,691. Upon move-in at a PSHH property, a new resident's rent typically drops to 30% of their income or lower. The supportive housing model has been demonstrated by countless studies to be an effective means of stabilizing low- to extremely-low income individuals, but also preventing homelessness recidivism in the long term. By vertically integrating SHP services into the affordable housing model, PSHH takes an evidence-based approach to promoting long-term resiliency for the residents it serves. DESCRIBE YOUR ORGANIZATIONAL CAPACITY TO CARRY OUT THE PROPOSED ACTIVITIES: PSHH's Supportive Housing Program is well-positioned to successfully attain the proposed objectives, and has established organizational capacity and program staffing strength to ensure the long-term sustainability of the program. Agency-wide, 98% of PSHH residents maintain stable housing for six months after initiating SHP services, satisfying HUD’s requirements for housing stability. With 53 affordable rental properties in San Luis Obispo, Santa Barbara and Ventura counties, PSHH has demonstrated its capacity to provide supportive housing to the 5,683 residents who continue to have safe, secure homes in which to flourish. Last year, SHP social workers provided 410 hours of clinical case management to Arroyo Page 463 of 621 Grande residents, 69 referrals, 107 hours of direct counseling and mental health services, and 254 hours of housing stabilization and retention services. Page 464 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Clinical Case Management provided Record # of hours of case management provided in SHP database Client intake - end of grant Hours provided > 400 Referrals provided to residents Record client referrals in SHP database Client intake - end of grant # of referrals > 60 Face-to-face service coordination & consultation provided Track client intakes & hours in SHP database Client intake - end of grant # of hours provided Improved health outcomes Measure rates of insured status among clients Client intake - end of grant # of residents with increased insurance coverage Housing resiliency Track # of residents remaining stably housed 6 mo. post-move-in Client intake - end of grant % of residents remaining stably housed Services are confidential, and case histories, resources utilized, and client outcomes are tracked in SHP’s HIPPA-compliant database. These metrics, in conjunction with resident input from survey data, help inform and influence program enrichment in the effort to continually improve resident outcomes and maintain PSHH’s high standard of care. Evaluation criteria will include improved health outcomes, greater financial and employment stability, number of residents transitioned into supportive housing, and improved long-term housing resiliency. Page 465 of 621 Page 466 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 467 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3.PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4.REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5.STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6.TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 468 of 621 3 7.INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8.COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9.ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10.GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11.ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12.AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 469 of 621 4 13.AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 470 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Forrest Eastham ✔ Page 471 of 621 Board Members With Years of Service and Associations Shelly Higginbotham &hair years Former Mayor, City of Pismo Beach Ventura Yesenia Beas CAUSE, LoyalTeach \HDU Arroyo Grande Kevin Clerici \HDU Downtown Ventura Partners Ventura Hazel Davalos \HDU CAUSE Santa Maria Dieter E. Eckert, M.D. 3 years Retired, Physician – Radiology San Luis Obispo Jose Flores years Owner, Flores & Sons Construction Company Lompoc Vito Gioiello years First Republic Bank Santa Barbara Paula Johnson yearV Retired Bookkeeper, Family Service Agency Santa Barbara Sonia Kroth \HDU County of Ventura Human Services Agency Ventura Robert Pearson yearV Retired, Santa Barbara City Housing Authority Santa Barbara Julissa Peña \HDU County Immigrant Legal Defense Center Goleta Karol Schulkin, MSW years Retired, Program Coordinator Human Services Agency County of Ventura Nick Tompkins years NKT Commercial San Luis Obispo Page 472 of 621 Page 473 of 621 Page 474 of 621 Page 475 of 621 Page 476 of 621 PEOPLE'S SELF-HELP HOUSING CORPORATION Corporate Budget for Fiscal Year 2022 Board Approval Draft: 6/16/2021 REVENUES GRAND TOTAL Federal Grants - 0- CDBG: City of Goleta 8,000 CDBG: City of Lompoc - CDBG - City of Santa Barbara 13,360 CDBG - City of Santa Maria - CDBG - City of Ventura 10,000 CDBG - City of Morro Bay 8,637 CDBG - City of Paso Robles 3,707 0- CDBG - County of SLO - CDBG - County of SB /City of Carpinteria 8,197 CDBG - County of Ventura 35,000 0- County of Santa Barbara - 0- 0- HUD/U.S. Dept. of Housing and Urban Development 129,385 Neighborworks Grant 264,809 TA Grant 108,306 0- 0- 0 - State/Local Funds - 0- City of Arroyo Grande - City of Pismo Beach 5,000 City of San Luis Obispo 5,850 - - County of SLO - Preventive Healthcare (PHG)25,000 County of Santa Barbara - Gov't Fund - County of Santa Barbara - Outside Agency - County of Santa Barabara - Census - - - Guadalupe Union School District (ASES)104,544 Santa Maria Bonita School District (ASES)81,455 0- Community Action Partners (SLO)- Housing Trust Fund of SB County - Santa Barbara Community Action Commission 5,414 United Way of SLO County 10,000 United Way of SB County - 0- 0- Orgs/Corp/Foundation Grants - Alice Tweed Tuohy Foundation 20,000 Avila Beach Community Foundation 2,000 Bank of America Charitable Foundation 20,000 Bank of the Sierra 2,500 CitiBank Foundation - City of Goleta Homelessness 7,500 Crawford Idema Family Foundation 10,000 Diginity Health 3,000 Driscoll's Foundation - Enterprise Foundation - Collaborative Action Grant - Fairbanks Foundation - Hutton Parker Foundation 10,000 JP Morgan Chase Foundation - Jackson Family Foundation 2,500 Page 477 of 621 James S. Bower Foundation - Jewish Community Foundation - Cohn/Hennessy 8,750 Junior League of Santa Barbara 2,000 Justin Community Grants - Kresge Foundation - McCune Foundation 13,000 Mechanics Bank 15,000 Miossi Charitable Trust 10,000 Montecito Bank & Trust 5,000 Must! Charities 113,884 Nora Roberts Foundation 2,000 Outhwaite Foundation - Ralphs Foundation - SLO Community Foundation 40,000 Santa Barbara Foundation 15,000 Santa Ynez Band of Chumash Indians Foundation 20,000 Smith Foundation 2,000 Swift Memorial Fund - Towbes Foundation 10,000 TJX Foundation - Umqua Bank Charitable Foundation - Union Bank Foundation 3,500 US Bank - Voluntine Foundation 2,500 Weingart Foundation - Wells Fargo Foundation 30,000 Williams Corbett Foundation 20,000 Womens Fund of SB County 25,000 Woods Family Foundation - Yardi Foundation - Pacific Premier Bank 40,000 City National Bank 5,000 First Capital Bank 5,000 Garden Club of Santa Barbara 8,000 Premier Valley Bank 5,000 0 - 0 - 0 - 0 - Other Grants 498,000 Total Grant Revenue 1,802,797 Developer Fee 2,660,153 New & Rehab Projects 3,549,076 Maintenance & Year 15 Projects - General Contract Revenue 6,209,229 0 - Asset Management Fees 97,464 Ground Lease SBIA 25,000 IT Support Contracts 168,162 Partnership Management Fees 434,759 Assistant Manager Revenue (Pismo Creek) - Assistant Manager Revenue (Creston Gardens) 8,323 Assistant Manager Revenue (Guadalupe) 15,000 Assistant Manager Revenue (Ladera) 13,404 Assistant Manager Revenue (LADM) 20,738 Assistant Manager Revenue (LADMII) 24,980 Assistant Manager Revenue (Mariposa) 8,240 Assistant Manager Revenue (LADMIII) - Assistant Manager Revenue (Riverview) 20,160 Assistant Manager Revenue (Dahlia Court 2) 7,062 Assistant Manager Revenue (Rolling Hills) 5,202 Assistant Manager Revenue (Rolling Hills II) 5,202 Assistant Manager Revenue (LRT) 446 Assistant Manager Revenue (AGA) 972 Supportive Housing Fees from Props 660,187 Youth Education Enhancement Fees from Props 244,447 Page 478 of 621 0- 0- 0- 0- 0- Facility Fees - Property Service & Program Revenue 1,759,748 Occupancy Fees 736,667 Frontline Fees 242,221 Duncan Group Occupancy Revenue 978,888 0- Corporation/Foundation Donations - Arthur Gallagher Risk Management Services 30,000 Barbara Rubin Foundation 10,000 - Pacific Premier Bank (donation)- La Centra Summerlin Foundation 5,000 0- - - - Founders Community Bank - Merewether Family Foundation 5,000 Must! Camino Scholars Program - Yardi Systems Inc - YE Donation 15,000 0- 0- 0- Builder's Circle (Campaign)- Investor's Circle (Campaign)- Education Circle - 0- 0- 0- 0- Rotary Club - Ventura County - San Luis Obispo County - Santa Barbara County - 0- 0- 0- Undesignated Civic Clubs/Organizations 260,000 0- 0- Events/Special Occasion Donations - 50th Anniversary - Builder Games 63,000 Grand Openings/Ground Breakings 3,000 0- PSHHC Annual Event (Net Revenues)- Stuff the Bus - 0- 0- 0- Individual Giving - Anniversary Giving 5,000 Annual Report 3,000 Annual Appeal 10,000 Board Giving 3,000 Build Her Fund 3,000 Donated Assets 30,000 Payroll/Other Staff Giving 20,000 Regular (Recurring) Giving 5,000 Resident Assistance Fund 10,000 Scholarships 21,000 Page 479 of 621 Page 480 of 621 Page 481 of 621 Page 482 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 483 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: Shower the People 1133 Vard Loomis Lane Arroyo Grande CA 93420 2020 $2,500 82-1552557 Gwen Watkins Shower the People 10,000 Page 484 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. Shower the People (STP) is a non-profit all volunteer run organization whose mission is to provide access to a free hot shower to the homeless in our community. STP began its shower program in 2018 and except for the 2 months in 2020 that it closed due to the pandemic the program has continued to steadily provide over 7,000 showers to the homeless in our South County and San Luis communities. STP currently provides showers 4 days a week. We have one location in Grover Beach and three locations in San Luis. The Community Service Grant funding will be used to fund our shower operations and will allow STP to continue with its current 4 day a week shower service. In addition, we are currently working on adding an additional shower site early in 2022. In March of 2020 STP had to make major changes in our protocols, and site lay-out to mitigate the COVID19 Virus. Our goal was, and is, to protect our shower guests and our volunteers from the virus. We added and use extensive PPE at our shower sites: masks, gloves, coveralls, face masks, hand sanitizer. Every shower guest is given at least one new mask and a 2ozbottle of hand sanitizer as well as a packet of biodegradable outdoor wipes at every shower. We changed the disinfectant that we use to thoroughly clean and sanitize our shower units between every shower to a CDC recommended disinfectant. We reconfigured and added to our site lay-outs using additional traffic cones and markers to keep the one-way flow for entering and exiting the site. We retrained all of our volunteers on the new policies and procedures by hosting two training days before we reopened our program. Our shower program closed for two months as we made the above changes. The County considered our volunteers to be essential workers and all of our volunteers are fully vaccinated against the COVID virus. The additional cost of our COVID PPE supplies since March 2020 has been $15,000. Our 2022 Budget allows for $8,000 for COVID PPE supplies. (see Budget Worksheet) Page 485 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: See attached. See attachment. See attachment. SLO County See attachment. See attachment. See attachment. See attachment. Page 486 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: See attached See attachment. See attachment. Page 487 of 621 Page 488 of 621 Attachment B: Program Information Organization Description: Shower the People (STP) is a Mobile Shower program that provides access to a free, hot shower to the homeless in our community. Currently STP has 4 shower sites: People’s Kitchen in Grover Beach every Wednesday, SLO Library every Sunday, and Unitarian Universalist Church every Tuesday and Thursday. The mobile shower trailer has three fully contained private shower units, each with a toilet, mirror and shower. Each guest is able to take a 15 minute shower after which the unit is thoroughly cleaned, sanitized and prepared by our volunteers for the next guest. Every shower guest receives a new T-shirt, new boxers, new socks, a toothbrush/toothpaste, comb, razor, a new mask and a 2oz bottle of hand sanitizer and a packet of biodegradable outdoor wipes. The towels and washcloths are provided to us every week by the Arroyo Grande Community Hospital. The trailer and van are stored when not in use at St Barnabas’s Church in Arroyo Grande. STP is an all-volunteer program with no paid employees. Our volunteers range in age from the 30s to the 80s. Most of our volunteers work at the shower sites but some volunteer by helping us with various committee work. Our volunteers are a terrific group of folks who will tell you that they have observed what a difference a shower makes to folks who live on the streets. A shower not only helps individuals to be clean and presentable but it also improves their mood and outlook on life. Mission: The mission of Shower the People is to provide access to a hot shower to the homeless in the community. Program Summary: Shower the People has the advantage of being a mobile unit that can be located in areas where the homeless typically congregate. South County Peoples Kitchen in Grover Beach has been our main shower site since the day we opened in late 2018. The Kitchen serves a hot meal to the homeless every day at noon. STP stations itself at the site every Wednesday starting at 11:00. Shower the People currently has 3 sites in San Luis on Sunday, Tuesday and Thursday. The amount of homeless in the city of SLO has grown in the last 2 years and the three shower sites are very active. STP is always on the lookout for new locations and partners. We have formed strong, positive relationships with the cities and law enforcement agencies in our County. Page 489 of 621 How is the program beneficial to Arroyo Grande residents? The 2019 Point-In-Time census of the Homeless listed around 211 homeless in Arroyo Grande, Grover Beach and Pismo. We have noted that the amount of homeless individuals accessing our shower program has significantly increased since the beginning of the COVID pandemic in 2020. There are a limited amount of public showers and bathrooms available to the unsheltered in our community. Offering a person the opportunity to shower is a simple step to improve that individual’s life. Feeling clean and presentable allows the unsheltered to take part in the multiple services that are provided for the homeless in our communities. Being clean better allows folks to access stores, churches, apply for jobs or training opportunities, to find housing or to return to their family. Our hope is that a regular hot shower helps keep our unsheltered from getting or spreading illness. How is local need for this program determined? The 2019 Point in Time Count found 211 unsheltered individuals living in South County. The data we collect from every shower guest shows us that since the January 2019 Point-In-Time Survey through October 2021, Shower the People has given 3,300 showers to folks in South County. STP provides a reliable, clean, safe and welcome area for homeless individuals to shower. Our hope is that a hot shower will “change lives one shower at a time”. Describe the organizational capacity to successfully carry out Shower activities: Shower the People is an all-volunteer program with no paid staff. Currently we have 25 volunteers. Most volunteers work at our shower sites, but other key folks help in numerous ways; by ordering and storing the products we give away, maintaining our trailer and van, working on communications and our social media, and by collecting and formatting our data. Each shower site has a Driver, Supervisor, Intake person and 3 Cleaners. We provide volunteer speakers to talk about our work to local clubs and churches. We love being part of our local Fairs and parades. We have been a successful and trusted organization since we first started offering showers. Shower the People is governed by a Board of Directors made up of 7 members of our community (see attached). Page 490 of 621 Attachment C: Scope/work plan and budget worksheet Scope of Work and Plan: The 2021-22 goal of Shower the People is to continue our shower program serving the homeless at our current sites. We are working on adding an additional site at the beginning of 2022 in a location where there is a need. We look for sites that are located in areas where the homeless already gather and in areas that are suitable to the community. We partner with churches, cities and the county in finding sites for our program. Shower the People collects data at every site. Our data indicates the # of showers given, the gender, age and veteran’s status of every guest. This data is shared quarterly with the county, cities, local grantors and donors, as well as with our partners and our volunteers. According to our data STP will have given over 3,000 showers in 2021. Our goal is to meet or exceed that number in 2022. We are happy to send The City of Arroyo Grande our quarterly reports. Program Objectives: To continue our Shower Program at its current sites and keep the number of showers provided to the unsheltered at 3,000 or more per year. Timeline: Over January – December 2022. Or, over one fiscal year. Evaluation: STP will provide quarterly data updates informing the city of the number of showers given, and the gender, veteran’s status and age of our shower guests. Page 491 of 621 Budget Expenditures 3000 Tshirts 3,150.00 3010 Boxers / Underwear 3,150.00 3020 Socks 500.00 3030 Toothbrush/Toothpaste/Comb/Razor/Feminine 600.00 3040 Propane 360.00 3050 Cleaning Supplies / Gloves 900.00 3060 Soap/Shampoo/Toilet Paper 300.00 3070 Van/Trailer Maintenance and Repairs 2,000.00 3080 Gasoline 3,000.00 3110 Van / Trailer Insurance 4,000.00 3130 Volunteer Recognition / Training 1,000.00 3140 Volunteer Tshirts 300.00 3150 General Liability Insurance 4,000.00 3160 Communications / Internet / Software 1,500.00 3170 Office/General Administrative Expenditures 1,500.00 3180 COVID PPE EXPENSES 8,000.00 3190 Biodegradable Body Wipes 1,000.00 Total Expenditures $ 35,260.00 Tuesday, Dec 07, 2021 02:24:18 PM GMT-8 - Cash Basis SHOWER THE PEOPLE Budget: FY2022 January - December 2022 Page 492 of 621 Shower the People Anticipated Funding for 2022: City of San Luis Obispo - $10,000 City of Arroyo Grande - $10,000 City of Pismo Beach - $2,500 Unitarian Universalist Church - $3,000 St. Patrick’s Catholic Church - $1,300 1st Presbyterian Church SLO - $1,000 Nipomo Community Presbyterian Church - $500 St. Stevens Church - $350 St. Barnabas Presbyterian Church - $350 Individual Donations – unknown Grants – San Luis Obispo County Human Relations Grant - $15,000 Page 493 of 621 Shower the People Board of Directors Gwen Watkins President of the Board (3 hours/week) Arroyo Grande, 93420 x Retired o RN Stanford Children’s Hospital (Lucile Packard) for 35 years Nurse Administrator for Stanford (Packard) Children’s Clinics Senior Project Manager for Stanford Children’s Hospital (Packard) – Administrator Sue Andersen Board Member (1/2 hour/week) Nipomo, 93444 x President and CEO of Dignity Health Present o Arroyo Grande Community Hospital o Marian Regional Medical Center Gary Petersen Board Treasurer (1 hour/week) Arroyo Grande, 93420 x Retired o Pacific Gas and Electric Nuclear Power Operations (25 years) x Current o Founding Board member and Treasurer of The Family Center, Arroyo Grande o South County People’s Kitchen Team Member Aracelli Astorga, Board Member (1/2 hour/week) Arroyo Grande, 93420 x County of San Luis Obispo Public Libraries, San Luis Obispo, CA May 2017 -Present Regional Librarian Rick Grether, Operations Manager and Board Member (8 hours/week) Shell Beach, 93449 x Retired o Pilot for United Airlines x Current o Manages operations for Shower the People including all mechanical work, driver training, daily site operations and volunteers. Page 494 of 621 Shower the People Board of Directors Luke Rawlings MD, Board Member (1/2 hour a week) San Luis Obispo 93401 x Dignity Health Marian Regional Hospital, staff physician - Present x Physician member of Dignity Health Street Medicine - Present x Emergency Room – Mee Memorial Hospital, King City - Present Jean Conde, Board Secretary (1/2 hour a week) Arroyo Grande 93420 x Dean of Students, Notre Dame de Namur University, Belmont, CA, Retired x Director of Housing and Residential Life, Cal State Stanislaus , Retired Page 495 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 496 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 497 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 498 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 499 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Page 500 of 621 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”),is made and effective as of , 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”),and the Shower the People,a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on , 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 501 of 621 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $ _. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. 2 Page 502 of 621 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. 3 Page 503 of 621 Page 504 of 621 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of Shower the People non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: Signature: Executive Director or Designee Board of Director or Officer Gwen Watkins Gwen Watkins 12/13/2021 Page 505 of 621 Page 506 of 621 Page 507 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 508 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: SLO County YMCA 1020 Southwood Drive San Luis Obispo CA 93401 901 Fair Oaks Avenue Arroyo Grande CA 93420 95-2147727 Monica Grant mgrant@sloymca.org 805-543-8235 Rachel Cementina rcementina@sloymca.org 805-543-8235 Financial Aid (Scholarships) for YMCA "Out of School" Programs Page 509 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. The San Luis Obispo County YMCA (“The Y”) provides financial assistance to all families who cannot afford program fees. Our request is for financial assistance (scholarships) for the critical out of school programs the Y offers. Entering 2020, the Y offered summer camps and programs at 10 sites across SLO County, a booming sports programs, and a full health and fitness facility, with a staff of over 100 full and part time employees. With the onset of the pandemic, all of the Y’s programs were shut down entirely, and each has been slowly rebuilding. The SLO County Y has been a leader in providing quality and safe childcare enrichment programs throughout the COVID-19 pandemic. The Y successfully launched Camp CARE (Childcare Assistance in Response to Emergency) in April 2020, providing critical childcare for working families. Originally launched at one location in San Luis Obispo, and the Arroyo Grande location was launched quickly thereafter. As school reopened and returned to hybrid programming, grew our childcare programs. In our Summer 2019 year, we served 236 children at our South County summer camps – due to COVID-19 restrictions, this number drastically dropped in 2020. Following strict COVID-19 guidelines has meant a smaller ratio of staff to students, limited capacities to ensure social distancing, increased cleaning practices and wellness checks - higher costs and lower revenues. In addition, the amount of requests for financial assistance has grown throughout the pandemic. Page 510 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: $FFHVV WR VDIH DQG DIIRUGDEOH FKLOGFDUH LV D FULWLFDO QHHG IRU IDPLOLHV GXULQJ DQG DIWHU WKH SDQGHPLF 7R RIIVHW WKH FRVWV IRU IDPLOLHV ZKR FDQQRW DIIRUG WKH <¶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he Y focuses on strengthening communities through youth development, healthy living, and social responsibility. We impact families across SLO county through programs ranging from afterschool, summer day camps, youth sports, teen programs, and family health and fitness. Our mission is to develop the total person, spirit, mind, and body, through values-based programs that build strong kids, strong families, and strong communities. South County, San Luis Obispo, North Coast, and North County YMCA Summer Day Camps not only provide peace of mind for working parents, they provide a safe environment for young people to explore personal interests, develop interpersonal skills, discover the creativity and health benefits of the outdoors, and make lasting friendships. For 65 years, the Y has been operating safe and impactful programs for youth in SLO County. Throughout the COVID-19 pandemic, all Y programs have maintained safe facilities following strict safety protocols, while still offering enriching programs. Programs follow high standards, and all staff have a background in child development, either academically or through equivalent experience. Page 511 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service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t least $3,000 awarded to Arroyo Grande Families in Financial Assistance At least 90 children enrolled at Arroyo Grande Summer Camp 100% of parents surveyed will report that their child is provided safe and quality care at camp 75% of parents surveyed will report their child will have increased character development On average, families who apply for financial assistance will receive at last 25% scholarship Page 512 of 621 Page 513 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; SLO County YMCA Page 514 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 515 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 516 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application ______________________ Page 517 of 621 Page 518 of 621 Page 519 of 621 Page 520 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 521 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) State:Zip:City: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: San Luis Obispo Score, Chapter 597 PO BOX 5416 San Luis Obispo CA 93403 2018 $500.00 52-1067290 Robert Hyde robert.hyde@scorevolunteer.org Horace Morana horace.morana@scorevolunteer.org Helping Businesses by Providing Mentoring and Workshops Page 522 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. SCORE's mission is to foster vibrant small business through mentoring and education. This grant will help us support small business owners in Arroyo Grande Our services include free and confidential business mentoring and free educational workshops that give business owners in Arroyo Grande information and management techniques to establish and run a successful business. Because of the COVID 19 pandemic our SCORE chapter experienced a significant increase in requests for help. In a normal month, we would expect 40 requests for business advice. In this four-week period we received over 120 requests for help, a 300% increase in requests. The bu k of the increase in requests are from business owners asking for assistance in applying for various Government COVID loans or funding support opportunities. We needed to triage those with immediate loan needs while continuing to service those who wanted to start or maintain their businesses. A separate SCORE team has been formed to serve those with immediate loan needs, with no lessening of service to clients who wish to maintain or restart their businesses. Since our normal interface with clients, face-to-face meeting with a team of two SCORE mentors, is for now impossible (Social separation), we have transitioned to providing video meetings. This has required significant modifications to our normal processes since we had to quickly become skilled at maintaining our level of personal service, often with clients to whom video calls are completely foreign. We enlarged our video capabilities to allow clients to be mentored and receive our workshops on expanded days and times since we could no longer meet our clients in person or have our workshops held in our normal manner. We are continuing our many monthly workshops (5 to 6 per Mo.) as remote video workshops. We trained every SCORE mentor and all workshop presenters to provide workshops via Zoom. We have already presented 5 workshops since the COVID rules began. We are also expanding the infrastructure brochure that was given, last year, to all City and County councils. We will focus on two specific areas. People who are still in business and the actions they can take to improve their business, and perhaps more importantly people that have had to close their business and the actions they can take to help them be successful when they reopen. Once we are finished with these two documents, we will provide them to all our SCORE clients, all Cities, the County and Chambers in our region for distribution. SCORE San Luis Obispo is committed to maintaining its excellent level of service to our business community, now needed more than ever. Page 523 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: See below 0 See below 35 SCORE was formed in 1964 as a resource partner of the SBA. Each year, SCOREns 10,000 volunteer business experts provide hundreds of thousands of free small business mentoring sessions, workshops, and educational services to clients in 242 chapters nationwide. Our local SCORE chapter serves San Luis Obispo County and the Santa Maria Valley. SCOREns mission is to foster vibrant small business communities through mentoring and education. We aim to give every person the support they need to thrive as a small business owner. San Luis Obispo County and the Santa Maria Valley We provide confidential mentoring, and we deliver free live and recorded webinars. When the COVID 19 pandemic hit, we transitioned to 100% video mentoring and turned all our live workshops into live webinars. We plan to return to in person mentoring and workshop when it is safe for both our clients and mentors. All our Score mentors and most of our workshop presenters are volunteers. We do not have hired staff. We do however hire independent contractors for presenting specialized workshops and performing internal support functions. By using both our mentors and contract presenters we can cover all relevant topics. We do not track clients by cities. We have partnered with the South County Chamber to run workshops that target South County Businesses and find South County clients. The need is determined by the cites desire to foster small businesses in their communities. In FY2021 we mentored 683 clients. Additionally 760 clients attended live webinar workshops and 300 clients attended recorded webinars. Our total services last year were 1,743 clients. Page 524 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Increase attendees at workshops Make workshops more interactive, , introduce new topics.FY2022 Attendance Increase attendees at workshops Reduce duration, schedule workshops at varied time offerings. FY2022 Attendance Increase attendees at workshops Work with other business mentoring groups FY2022 Attendance Improve outreach to minority mentoring clients Social media campaigns, and targeted outreach FY2022 Higher % of minority clients Attract younger volunteers, minorities and women Recruiting video, social media posts, Volunteer Match, Volunteer SLO. FY2022 10 new mentors in FY 2022 High level of quality in all services Monitor NPS score chapter meetings. Provide feedback of survey results. FY2022 NPS score Engage with chambers and service organizations Eight presentations to purpose-driven organization.FY2022 Client and volunteer referrals Initial mentoring sessions, follow-on mentoring sessions, workshops that target beginning your business, financially orientated workshops, business plan workshops and marketing workshops. Number of new clients through our workshops, number of clients returning for follow on sessions, number of business loans attained because of Score involvement, number of business showing higher revenue because of Score mentoring and workshops. Page 525 of 621 Page 526 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 527 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 528 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 529 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 530 of 621 Page 531 of 621 Page 532 of 621 Page 533 of 621 Page 534 of 621 Page 535 of 621 Page 536 of 621 Page 537 of 621 Page 538 of 621 Page 539 of 621 Page 540 of 621 Page 541 of 621 Page 542 of 621 Page 543 of 621 Page 544 of 621 Page 545 of 621 Page 546 of 621 Page 547 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 i. A brief (50 words or less) description of the proposed program or service j. Indicate if your organization has been affected by the COVID-19 pandemic 2. Attachment B: Program/Service Information a. Briefly describe your organization and its mission. b. Summarize your proposed program or service. c. How is the program or service beneficial to Arroyo Grande residents? i. How is local need for this program/service determined? ii. Approximate number of City of Arroyo Grande residents served by the non-profit organization. d. Describe your organizational capacity to successfully carry out the proposed activities (i.e. past performance and history of the organization will be considered to assess the agency’s prospects for achieving its goals and objectives). 3. Attachment C: Scope of Work or Work Plan and Budget Worksheet 4. Attachment D: Signed Agreement with the City of Arroyo Grande (to be fully executed upon grant award). 5. Attachment E: Proof of 501(c)(3) status with a copy of the letter from the IRS. Completed applications forms, along with supplemental documents must be submitted by 5:00 p.m., Friday, December 17, 2021 addressed to: City of Arroyo Grande Community Development Department Andrew Perez, Associate Planner 300 E. Branch Street Arroyo Grande CA 93420 OR SUBMITTED ELECTRONICALLY TO aperez@arroyogrande.org Applications are encouraged to be submitted electronically. Electronic signatures are accepted. Please download and save this application packet to your computer. This is a fillable PDF, and applicants are encouraged to complete this packet electronically. Alternatively, applicants may print and complete this packet by hand, and either scan and submit electronically to the email address above or mail the hard copy to the above listed address. For questions please contact: Andrew Perez Associate Planner (805) 473-5425 aperez@arroyogrande.org Page 548 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT A: COVER SHEET Organization/Agency Name: (local branch) Mailing Address: City:State:Zip: Physical Address: (if different from Mailing Address) City:State:Zip: Fund Amount Requested:$ Previous Funds Received?Ƒ Yes Ƒ No If Yes, Year Received: Amount Received: Tax ID Number: Has your organization been affected by COVID-19?Ƒ Yes Ƒ No Executive Director: Email Address: Phone Number: Grant Program Contact: (if different from Executive Director) Email Address: Phone Number: Program or Service Title: United Way of San Luis Obispo County PO Box 14309 San Luis Obispo County CA 93406 1288 Morro St Ste. 10 San Luis Obispo CA 93401 95-3459538 Rick London rlondon@unitedwayslo.org 805-541-1234 Linda Wingert lindawingert@unitedwayslo.org 805-541-1234 Chief Operations Officer 10,000 Page 549 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 Brief description of the proposed program or service (50 words or less): On October 12, 2021 City Council authorized $57,065 of funding from the American Rescue Plan Act (ARPA) received by the City to supplement the $25,000 budgeted for the 2021-2022 Community Service Grant Program. To be awarded grant money from the ARPA funds, an eligible applicant needs to describe how the public health emergency negatively impacted their organization’s financial condition. Please include a thorough description of the negative impacts experienced by your organization as a result of the COVID-19 pandemic, and include documentation if possible. 211 is a comprehensive information and referral Line available to answer the question, "I need help, what should I do?". It is multilingual, and available 24/7. Trained Call Specialists listen to clients’ needs and refer them to local programs that can help. This includes housing and COVID inquiries, among others. (50 words) Due to increased call volume from the pandemic, our call center is charging higher rates for their service. The pandemic has both created a greater need for this service, as well as a greater operating cost. Page 550 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT B: PROGRAM/SERVICE INFORMATION Organization Description (include summary of community services provided): Mission Statement: Program or Service Summary: x List Area(s) Served by Non-Profit Organization: x Summary: How is the program or service beneficial to Arroyo Grande residents? Number of Arroyo Grande Residents Served: x Description: How is local need for this program or service determined? Describe your organizational capacity to successfully carry out the proposed activities. Number of Full Time Staff:Number of Part Time Staff: Number of Volunteers: x Description: 407 41 10 UWSLOC fights for each person in SLO County by focusing our efforts on four impact areas: Health, Education, Financial Stability, and Community Strengthening. Services Include: 211, Free Tax Preparation, School Supply Drive, Grant Distribution, Youth Leadership, and more. To foster structural change by addressing root causes in order to safeguard the future of our community. San Luis Obispo County Service is available throughout SLO County. United Way has 4 full time staff and 1 part time staff 211 received 7,633 calls in FY20-21. 1,166 of these calls were from south SLO county, and 407 were from the city of AG. Not all calls have location data, so numbers are a floor value. Need is determined by the amount of calls received, and by the needs of our callers. In FY20-21, our top needs were housing, health needs (including COVID-19 inquiries), and mental health. Learn more at 211slo.org Page 551 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT C: SCOPE/WORK PLAN AND BUDGET WORKSHEET Scope of Work or Work Plan When completing this worksheet, refer to the following questions: A.What are the objectives? What is the program or service aiming to accomplish? B.How will those goals be achieved, and in what timeframe? C.What is the evaluation methodology for measuring results? How can results be quantified and observed? D.Results should be meaningful, measurable, and demonstrate the difference the proposed project makes, or is intended to make, in the lives of the people within the program or receiving the service. E.Output results show the amount of work performed or services received. F.Outcomes show the quality of the performance and answer the questions: who is better off by providing this program or service? What percentage of residents are assisted or are benefitting from this program or service? Program/Service Objectives: Major Tasks to Complete (to achieve associated goal)Timeline Evaluation Methodology Program/Service OUTPUTS: Program/Service OUTCOMES: Calls Answered by trained Specialists Maintain contract with United Ways of CA & ICFS Year-Round Amount of Calls handled 7,633 Calls Presented in FY20-21. 7% Spanish Language Calls Greater awareness of 211 and increased amount of callers requesting resources. Continued and improved Information and Referral Services. Page 552 of 621 Page 553 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT D: DRAFT FUNDING AGREEMENT THIS ARROYO GRANDE COMMUNITY SERVICE GRANT FUNDS AGREEMENT (“Agreement”), is made and effective as of ____________, 2022 (the “Effective Date”), by and between the City of Arroyo Grande, a municipal corporation (“Grantor”), and the ___________________, a non-profit 501(c)(3) corporation (“Grantee”). RECITALS WHEREAS, Grantor has established the Arroyo Grande Community Service Grant Program to provide grant funding to local, non-profit 501c3 corporations that provide public service programs; and WHEREAS, on _______________, 2022, the Arroyo Grande City Council held a public hearing to consider the applications for the Arroyo Grande Community Service Grant Program; WHEREAS, Grantee is a local, non-profit 501c3 corporation that provides a public service program and was approved by the City Council for participation in the 2021-2022 Arroyo Grande Community Service Grant Program. NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1.TERM This Agreement shall commence on the Effective Date and shall remain and continue in effect until all requests for reimbursement described in Section 3 are processed, or unless sooner terminated pursuant to the provisions of this Agreement. 2.SERVICES (a) The Arroyo Grande Community Service Grant Program Application, attached hereto as “Exhibit A” and incorporated herein by this reference, identifies the description of community services to be performed by Grantee during the implementation of this Agreement. Grantee agrees that any funds received from Grantor may only be used to provide the community services set forth in Exhibit A. (b) Grantee agrees to the following requirements in administering the community services set forth in Exhibit A: (1) Grantee will at all times during the duration of this Agreement operate as a non-profit 501c3 corporation in good standing; (2) Provide services benefiting the City of Arroyo Grande; (3) Use funds provided by Grantor to directly provide a social service, educational, cultural, beautification or recreation program or project to Arroyo Grande residents and/or businesses; Page 554 of 621 2 (4) Grantee will conduct or provide the community services itself rather than through a separate entity; (5) Grantee will not restrict participants based upon race, religion, gender, sexual orientation, marital status, national origin, ancestry, disability medical condition, or age; and (6) Grantee will not use funds provided under this Agreement specifically for religious activities. 3. PAYMENT OF GRANT FUNDS (a) Grantee must maintain receipts for expenditures made in furtherance of the community services provided for in Exhibit A. Grantee must also prepare and submit to the City a report describing the relationship between the expenditure and the tasks and activities identified in Exhibit A. This report and the receipts described herein shall be submitted to the City with each request for reimbursement. (b) Grantee is eligible for reimbursement for approved expenditures in an amount not to exceed a total of $________. (c) All requests for reimbursement must be received by Grantor prior to June 30, 2022. 4. REIMBURSEMENT FOR IMPROPER EXPENDITURES If at any time it is determined by Grantor that funds provided for under this Agreement have been used by or on behalf of Grantee in a manner or for a purpose not authorized by this Agreement, Grantee hereby obligates itself, at the Grantor’s request, to pay to the Grantor an amount equal to one hundred percent of the amount improperly expended. This obligation shall survive termination of this Agreement. 5. STATUS Nothing in this Agreement is intended nor shall be construed to create an employer-employee relationship or a joint venture relationship between Grantor and Grantee. Neither Grantee nor any of Grantee’s agents, employees or contractors are or shall be considered to be agents or employees of Grantor in connection with the performance of Grantee’s obligations under this Agreement. 6. TERMINATION FOR CAUSE If Grantor determines that the Grantee has requested reimbursement for purposes that are not permitted or are prohibited under the terms and provisions of this Agreement, or if the Grantor determines that the Grantee has failed to fulfill its obligations under this Agreement in a timely and professional manner, or if the Grantee is in violation of the terms of this Agreement, then Grantor shall have the right to terminate this Agreement effective immediately upon giving written notice to Grantee. Page 555 of 621 3 7. INDEMNIFICATION Grantee agrees to accept responsibility for loss or damage to any person or entity, and shall defend, indemnify and hold harmless Grantor, its officers, employees and agents from any and all claims and demands, liability, damages, costs, expenses, judgments (including, but not limited to attorney fees and expert witness costs) that may be asserted by any person or entity, including Grantee, arising out of or in connection with the performance by Grantee hereunder and/or the use of the City of Arroyo Grande Community Service Grant fund monies. 8. COMPLIANCE WITH LAW Grantee agrees to comply with all City of Arroyo Grande, Federal and State laws and regulations applicable to Grantee. In particular, Grantee agrees to comply with the terms and conditions contained in the City of Arroyo Grande Community Service Grant Program, which is attached hereto as Exhibit “B” and incorporated herein by this reference. 9. ASSIGNMENT Grantee shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of Grantor. 10. GOVERNING LAW Grantor and Grantee understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 11. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, either oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 12. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. Page 556 of 621 4 13. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Grantee warrant and represent that he/she has the authority to execute this Agreement on behalf of the Grantee and has the authority to bind Grantee to the performance of its obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. GRANTOR GRANTEE By:____________________________ By: ___________________________ Whitney McDonald, City Manager Attachments: Exhibit A- Arroyo Grande Community Service Grant Program Application Page 557 of 621 COMMUNITY SERVICE GRANT APPLICATION 2021-22 ATTACHMENT E: PROOF OF NON-PROFIT STATUS I. SUPPLEMENTAL DOCUMENTATION: Proof of 501(c)(3) status with a copy of the letter from the IRS. II. CERTIFICATION: I certify on behalf of _________________________________ non-profit organization, that I have read, understand and agree that the aforesaid information is accurate, factual and current. I understand that an award of funds, if granted, will be for the sole use as reflected in this application form. I further certify that as a condition of receiving funds, an agreement with the City of Arroyo Grande, in a form and content provided by the City of Arroyo Grande, will be signed and executed by a duly authorized representative of said non-profit organization. I am aware of and certify that our non-profit organization will adhere to all City regulations regarding the 2021-22 Community Service Grant Program including, but not limited to, maintaining non-discriminatory policies, practices and intent. I also, on behalf of our non- profit organization, agree to indemnify, defend, and hold harmless the City of Arroyo Grande relative to any and all liability that may arise as a result of the use of the City of Arroyo Grande Community Service Grant Fund monies. Date: _______________ Signature: ______________________________ Executive Director or Designee ______________________________ Board of Director or Officer Page 558 of 621 2020 Exempt Org. Return prepared for: UNITED WAY OF SLO COUNTY PO BOX 14309 SAN LUIS OBISPO, CA 93406-4309 CROSBY CO 1457 MARSH STREET SUITE 100 SAN LUIS OBISPO, CA 93401 Public Disclosure Copy Page 559 of 621 Page 560 of 621 Page 561 of 621 IRS e-file Signature Authorization for an Exempt Organization OMB No. 1545-0047Form 8879-EO For calendar year 2020, or fiscal year beginning , 2020, and end ng , 20 G Do not send to the IRS. Keep for your records.2020Department of the Treasury G Go to www.irs.gov/Form8879EO for the latest information.Internal Revenue Serv ce Name of exempt organization or person subject to tax Taxpayer identification number Name and title of off cer or person subject to tax Type of Return and Return Information (Whole Dollars Only)Part I Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a,or 7a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, or 7b,whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. Form 990 check here. . . . . 1a b Total revenue, if any (Form 990, Part VIII, column (A), line 12). . . . . . . . . 1bG Form 990-EZ check here . . . . . 2a b Total revenue, if any (Form 990-EZ, line 9). . . . . . . . . . . . . . . . . . . . . . . . 2bG Form 1120-POL check here. . . . . . 3a b Total tax (Form 1120-POL, line 22). . . . . . . . . . . . . . . . . . . . . . . . . . . . 3bG Form 990-PF check here . . . . . 4a b Tax based on investment income (Form 990-PF, Part VI, line 5). . . . 4bG Form 8868 check here. . . . a b Balance due (Form 8868, line 3c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b5G Form 990-T check here. . . 6a b Total tax (Form 990-T, Part III, line 4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6bG Form 4720 check here. . . . 7a b Total tax (Form 4720, Part III, line 1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7bG Part II Declaration and Signature Authorization of Officer or Person Subject to Tax Under penalties of perjury, I declare that I am an officer of the above organization or a person subject to tax with respect to (name of organization), (EIN) and that I have examined a copy of the 2020 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, trans itt , r electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have select d a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic fund PIN: check one box only I authorize to enter my PIN as my signature ERO firm name Enter five numbers, but do not enter all zeros on the tax year 2020 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency (ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen. As an officer or person subject to tax with respect to the organization, I will enter my PIN as my signature on the tax year 2020 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen. DateS gnature of off cer or person subject to tax GG Part III Certification and Authentication ERO's EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Do not enter all zeros I certify that the above numeric entry is my PIN, which is my signature on the 2020 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163,Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO s signature DateG G ERO Must Retain This Form 'See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So Form 8879-EO (2020)TEEA7401L 01/19/21BAA For Paperwork Reduction Act Notice, see instructions. 7/01 6/30 2021 95-3459538UNITED WAY OF SLO COUNTY JEFF HAMM CHAIR X 1,397,173. X X CROSBY CO 80396 11/01/2021 95686577555 11/01/2021Public icRO firm nameRO firm name return. If I haeturn. If I ha f the IRS Fede IRS Fe ct to tax witct to tax wi ave indave StatSta Di cl e en or ng schedules schedules ount in Part I in Part mitter, or eleer, or ele ason for rejecon for rejec I authorize thuthorize nstitution acconstitution acco on to debit thto debit t 2 business dausiness nic payment payment e selected a pselected a s withdrawal.s withdrawal.CopyCoCCCline 5e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ubject to Taxbject to Tj aIam Page 562 of 621 OMB No. 1545-0047Form 990 Return of Organization Exempt From Income Tax 2020 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Open to PublicG Do not enter social security numbers on this form as it may be made public.Department of the Treasury InspectionInternal Revenue Serv ce G Go to www.irs.gov/Form990 for instructions and the latest information. A For the 2020 calendar year, or tax year beginning , 2020, and ending , 20 Employer identification numberCDCheck if applicable:B Address change Telephone numberEName change Initial return Final return/terminated $Amended return Gross rece ptsG Is this a group return for subordinates?H(a)Name and address of principal officer:FApplication pending Yes No H(b)Are all subord nates included?Yes No If "No," attach a list. See nstructions H()Tax-exempt status: 501(c)(3) 501(c) (insert no.) 4947(a)(1) or 527I Group exemption numberJ Website: G H(c)G GForm of organization: Corporat on Trust Association Other Year of formation:State of legal domicile:K LM Part I Summary Briefly describe the organization's mission or most significant activities:1 if the organization discontinued its operations or disposed of more than 25% of its net assets.Check this box G2 Number of voting members of the governing body (Part VI, line 1a). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3 Number of independent voting members of the governing body (Part VI, line 1b). . . . . . . . . . . . . . . . . . . . . . . 4 4 Total number of individuals employed in calendar year 2020 (Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . 5 5 Total number of volunteers (estimate if necessary). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a 7a Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 7b Prior Year Current Year Contributions and grants (Part VIII, line 1h). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Program service revenue (Part VIII, line 2g). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Investment income (Part VIII, column (A), lines 3, 4 7 ) . . . . . . . . . . . . . . . . . . . . . . . . 10 Other revenue (Part VIII, column (A), lines 5, 6d, , and 11e). . . . . . . . . . . . . . . . 11 Total revenue ' add lines 8 through 11 (must equal Part VIII, column (A), line 12). . . . . 12 Grants and similar amounts paid (Part IX, co n ines 1-3). . . . . . . . . . . . . . . . . . . . . . 13 Benefits paid to or for members (Part IX, column (A), line 4). . . . . . . . . . . . . . . . . . . . . . . . . . 14 Salaries, other compensation, employ e benefits (Part IX, column (A), lines 5-10). . . . . . 15 Professional fundraising fees (Part IX, column (A), line 11e). . . . . . . . . . . . . . . . . . . . . . . . . . 16a Total fundraising expenses (Part IX, column (D), line 25) Gb Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e). . . . . . . . . . . . . . . . . . . . . . . . . 17 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25). . . . . . . . . . . . . 18 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 End of YearBeginning of Current Year Total assets (Part X, line 16). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Total liabilities (Part X, line 26). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Part II Signature Block Under penalt es of perjury, I declare that I have exam ned this return, includ ng accompany ng schedules and statements, and to the best of my knowledge and bel ef, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. A S gnature of off cer DateSign Here A Type or pr nt name and title Print/Type preparer s name Preparer s s gnature Date PT NCheck if self-employedPaid GFirm s namePreparer GUse Only Firm s EIN GFirm s address Phone no. May the IRS discuss this return with the preparer shown above? See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No TEEA0101L 01/19/21BAA For Paperwork Reduction Act Notice, see the separate instructions.Form 990 (2020) 7/01 6/30 2021 UNITED WAY OF SLO COUNTY PO BOX 14309 SAN LUIS OBISPO, CA 93406-4309 95-3459538 805-541-1234 X WWW.UNITEDWAYSLO.ORG 463,845.384,488. 296,909.267,192. 760,754.651,680. 79,357.-22,328. 1,317,816.1,832,094. 266,995.286,628. 114,842. 286,088.265,974. 764,733.1,279,492. 1,397,173.1,809,766. 16,920.2,987. 1,380,253.1,806,779. 0. 0. 850 7 13 13 CA1958X 1,397,173. CHAIRJEFF HAMM X X UNITED WAY IS WORKING TO BUILD A STRONGER, HEALTHIER, MORE COMPASSIONATE COMMUNITY IN SLO COUNTY THROUGH IMPACT GRANT AWARDS AND PREVENTION PROGRAMMING BY FOCUSING ON THE BUILDING BLOCKS OF A GOOD LIFE; EDUCATION, INCOME AND HEALTH. 11/01/21 X P00044412 CROSBY CO 77-01375431457 MARSH STREET SUITE 100 805-543-6100SAN LUIS OBISPO, CA 93401 SAME AS C ABOVE JEFF HAMM ROBERT P. CROSBY, CPAPublicP X, col oyee benefitoyee benef art IX, columnX, column Part IX, columt IX, colum column (A), lcolumn (A), nes 13-17 (mnes 13-17 (m SubtracSub Disclosure suDie 1b) 2a)). . . . . . . . . . . . . . . . . . . . . . . . 2 . . . . . . . . . . . . . .2 line 11ne 11 . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . , and 7d)nd 7d . 8c, 9c, 10c 8c, 9c, 10c equal Part Vequal Part V lumn (A), llumn (A), l n (A)n (A CopyyyyyyypppypypyyooopoppypypyCCoCoopopppof more than 25of more than 25 . . . . . . . . . . . . . . . . . . . . WORKR O COUNTY TCOUNTY N THE BUILDHE BUIL Page 563 of 621 Form 990 (2020)Page 2 Part III Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Briefly describe the organization's mission:1 Did the organization undertake any significant program services during the year which were not listed on the prior2 Form 990 or 990-EZ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services?. . . . 3 Yes No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. $$$(Code:) (Expenses including grants of ) (Revenue )4a $$$(Code:) (Expenses including grants of ) (Revenue )4b $$$(Code:) (Expenses including grants of ) (Revenue )4c Other program services (Describe on Schedule O.)4d $$$(Expenses including grants of ) (Revenue ) 4e Total program service expenses G Form 990 (2020)TEEA0102L 10/07/20BAA 1,144,235. 1,144,235. 764,733. X X 95-3459538UNITED WAY OF SLO COUNTY UNITED WAY IS WORKING TO BUILD A STRONGER, HEALTHIER, MORE COMPASSIONATE COMMUNITY IN SLO COUNTY THROUGH IMPACT GRANT AWARDS AND PREVENTION PROGRAMMING BY FOCUSING ON THE BUILDING BLOCKS OF A GOOD LIFE; EDUCATION, INCOME AND HEALTH. THE UNITED WAY OF SAN LUIS OBISPO COUNTY SERVES TO IMPROVE LIVES AND CREATE LASTING CHANGE BY MOBILIZING THE CARING POWER OF THE SLO COUNTY COMMUNITY AND BRINGS PEOPLE TOGETHER AND DEVELOPS PROGRAMS TO ADDRESS LOCAL NEEDS IN THREE AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH. IT CONDUCTS ONGOING FUNDRAISING ACTIVITIES TO SUPPORT ITS EFFORTS AND PROVIDES GRANT AWARDS, EMERGENCY FUNDING, LONG TERM DISASTER RECOVERY SERVICES, VOLUNTEER OPPORTUNITIES AND THE ALLOCATION OF DONOR DESIGNATED FUNDS. UNITED WAY PROVIDES PROFESSIONAL AND FINANCIAL CONSULTING FOR NONPROFIT AGENCIES AND CONVENES COLLABORATIONS OF LOCAL STAKEHOLDERS SUCH AS NONPROFITS, BUSINESSES, SERVICE AND FAITH-BASED ORGANIZATIONS, GOVERNMENTS, SCHOOLS AND NEIGHBORHOODS TO ADDRESS AND ADVOCATE ON BEHALF OF IMPORTANT COMMUNITY ISSUES.Public ccccllilicliciccbblblblluuububbbPPuPuuuPPPPPPDisclossscsccDDiDisDisssDDDiDiDiDDDlosurlouuururrsssusuuuooosossscluding grantsding grants rerrereeeeeeeNSULSU SUCH AS CH AS SCHOOLS AHOOLS A SSUES.UES.CCCCCCCoCCCCoCoooCopCCoCoopopppopyooopoppypypypypppypypyyyyyyVESES MMUNITY NITY THREE AREAHREE ARE DRAISING ACAISING DING, LONG ING, LONG OF DONOROF DO ING FING N Page 564 of 621 Form 990 (2020)Page 3 Part IV Checklist of Required Schedules Yes No Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete1 Schedule A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Is the organization required to complete Schedule B, Schedule of Contributors See instructions?. . . . . . . . . . . . . . . . . . . . . . . 2 2 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates3 for public office? If 'Yes,' complete Schedule C, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?If 'Yes,' complete Schedule C, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,5 assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part III. . . . . . . 5 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right6 to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Did the organization receive or hold a conservation easement, including easements to preserve open space, the7 environment, historic land areas, or historic structures? If 'Yes,' complete Schedule D, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . 7 Did the organization maintain collections of works of art, historical treasures, or other similar assets?If 'Yes,'8 complete Schedule D, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian9 for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt ne n services? If 'Yes,' complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Did the organization, directly or through a related organization, hold assets in donor-restric t10 or in quasi endowments? If 'Yes,' complete Schedule D, Part V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, VIII, IX,11 or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes,' complete Schedulea D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a Did the organization report an amount for investments 'other securities in Part X, line 12, that is 5% or more of its totalb assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b Did the organization report an amount for investments ' program related in Part X, line 13, that is 5% or more of its totalc assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11c Did the organization report an amount for other assets in Part X, lin 1 t % or more of its total assets reportedd in Part X, line 16? If 'Yes,' complete Schedule D, Part IX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11d Did the organization report an amount for other liabilities r l e 25?If 'Yes,' complete Schedule D, Part X . . . . . . e 11e Did the organization's separate or consolidated financial statements for the tax year include a footnote that addressesf the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X. . . . 11f Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete12a Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,' andb if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . . . . . . . . . . . 12b Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes,' complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . 13 13 Did the organization maintain an office, employees, or agents outside of the United States?. . . . . . . . . . . . . . . . . . . . . . . . . . . 14a 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,b business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?If 'Yes,' complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any15 foreign organization? If 'Yes,' complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to16 or for foreign individuals? If 'Yes,' complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,17 column (A), lines 6 and 11e? If 'Yes,' complete Schedule G, Part I See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII,18 lines 1c and 8a? If 'Yes,' complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 'Yes,'19 complete Schedule G, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20a20aDid the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return?. . . . . . . . . . . . . . . . b 20b Did the organization report more than $5,000 of grants or other assistance to any domestic organization or21 domestic government on Part IX, column (A), line 1? If 'Yes,' complete Schedule I, Parts I and II. . . . . . . . . . . . . . . . . . . . . . 21 TEEA0103L 10/07/20BAA Form 990 (2020) UNITED WAY OF SLO COUNTY 95-3459538 X X X X X X X X X X X X X X X X X X X X X X X X X X X XPublicd, indepenndepe 12a, then c12a, then ed in section ed in section n office, empfice, em regate revenuregate revenu ogram servicogram servic ,' comp,' co Disclosurene 10 . . . . . . . . . . . X, line 12, thaline 12, th VII. . . . . . . . . .. . . . in Part X, li ePart X, lin Part VIIIt VIII . . . . e 15, that is 5e 15, that is 5 . . . . . . . . . . . . . . . . . in Part X, linPart X, l statements fortatements for s under FIN 4s under FIN udited financiudited financ . . . . . . . . . . enten Copya c gotiatioat . . . . . . . . . . . . . ted endowmentsendowmen . . . . . . . . . . . . . . . . . . . . ule D, Parts VI, Vle D, Parts VI, V If 'Yes,' coIf 'Yes, . Page 565 of 621 Form 990 (2020)Page 4 Part IV Checklist of Required Schedules (continued) Yes No Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX,22 column (A), line 2? If 'Yes,' complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current23 and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of24a the last day of the year, that was issued after December 31, 2002? If 'Yes,' answer lines 24b through 24d and complete Schedule K. If 'No, 'go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?. . . . . . . . . . . . . . . . . . b 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defeasec any tax-exempt bonds?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24c Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?. . . . . . . . . . . . . . . . . d 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit 25atransaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, andb that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 'Yes,' complete Schedule L, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b Did the organization report any amount on Part X, line 5 or 22, for receivables from or payabl t y u ent or26 former officer, director, trustee, key employee, creator or founder, substantial contributor, o entity or family member of any of these persons?If 'Yes,' complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Did the organization provide a grant or other assistance to any current or former offic r o ee, key27 employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these 27persons? If 'Yes,' complete Schedule L, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV28 instructions, for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, key employee, creator or d r ubstantial contributor? Ifa 28a'Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A family member of any individual described in line 28a? If 'Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . b 28b A 35% controlled entity of one or more individuals and/or o n escribed in lines 28a or 28b? Ifc Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28c Did the organization receive more than $25,000 in non-cash co tributions? If 'Yes,' complete Schedule M . . . . . . . . . . . . . . 29 29 Did the organization receive contributions of art, h a ures, or other similar assets, or qualified conservation30 contributions? If 'Yes,' complete Schedule M. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I. . . . . . . 31 31 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete32 Schedule N, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections33 301.7701-2 and 301.7701-3?If 'Yes,' complete Schedule R, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Part II, III, or IV,34 and Part V, line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Did the organization have a controlled entity within the meaning of section 512(b)(13)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35a 35a If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlledb entity within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2. . . . . . . . . . . . . . . . . . . . . . . . . . 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related 36organization? If 'Yes,' complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is37 treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . 37 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?38 Note:All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . 1a 1a Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable. . . . . . . . . . . . b 1b Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gamingc (gambling) winnings to prize winners?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c TEEA0104L 10/07/20BAA Form 990 (2020) UNITED WAY OF SLO COUNTY 95-3459538 X X X X X X X X X X X X X X X X X X X X 1 0 XPublicdiss e of, or transe of, or tran . . . . . . . . . . . . . . . . . . n entity disregantity disreg Yes,' comple,' compl d to any tax-d to any tax- . . . . . . . . . . . . ontrolontr Disclosure. . . . parties (see Sies (see founder, or sunder, or . . . . . . . . . . . . . . . . ,' complete Scomplete rganizations dnizations . . . . . . . . . . . . . . . . . n-cash contribn-cash contrib istorical treasistorical treas . . . . . . . . . . . . . . . . ve and ve and Copy. . es to any currto any c r 35% controlled5% control yy . . . . . . . . . . . . . . . . . . er, director, truster, director, trus election commitection com mber of any omber of a . . . . . Page 566 of 621 Form 990 (2020)Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-2a ments, filed for the calendar year ending with or within the year covered by this return . . . . . 2a If at least one is reported on line 2a, did the organization file all required federal employment tax returns?. . . . . . . . . . . . . b 2b Note: If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) Did the organization have unrelated business gross income of $1,000 or more during the year?. . . . . . . . . . . . . . . . . . . . . . . . 3a 3a If 'Yes,' has it filed a Form 990-T for this year? If 'No' to line 3b, provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 3b At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a4a financial account in a foreign country (such as a bank account, securities account, or other financial account)?. . . . . . . . . 4a If 'Yes,' enter the name of the foreign countryGb See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?. . . . . . . . . . . . . . . . . . . 5a 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?. . . . . . . . . . . . b 5b If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 5c Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization6a solicit any contributions that were not tax deductible as charitable contributions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts wereb not tax deductible?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b 7 Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contributio t goods anda services provided to the payor?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a If 'Yes,' did the organization notify the donor of the value of the goods or services provided?. . . . . . . . . . . . . . . . . . . . . . . . . . b 7b Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to filec Form 8282?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7c If 'Yes,' indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . . . . . d 7d Did the organization receive any funds, directly or indirectly, to pay pre on a personal benefit contract?. . . . . . . . . . e 7e Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. . . . . . . . . . . . . . f 7f If the organization received a contribution of qualified intellectual property, did the organization file Form 8899g as required?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7g If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file ah Form 1098-C?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time du ing the year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 9a Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?. . . . . . . . . . . . . . . . . . . . . . b 9b 10 Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . a 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities. . . . . b 10b 11 Section 501(c)(12) organizations. Enter: Gross income from members or shareholders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 11a Gross income from other sources (Do not net amounts due or paid to other sourcesb against amounts due or received from them.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?. . . . . . . . . . . . . . 12a If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year. . . . . . . b 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 13a Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states inb which the organization is licensed to issue qualified health plans. . . . . . . . . . . . . . . . . . . . . . . . . . 13b Enter the amount of reserves on hand. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 13c Did the organization receive any payments for indoor tanning services during the tax year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a 14a If 'Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation on Schedule O . . . . . . . . . . . . . . . b 14b 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or 15excess parachute payment(s) during the year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If 'Yes,' see instructions and file Form 4720, Schedule N. 16Is the organization an educational institution subject to the section 4968 excise tax on net investment income?. . . . . . . . . 16 If 'Yes,' complete Form 4720, Schedule O. TEEA0105L 10/07/20BAA Form 990 (2020) UNITED WAY OF SLO COUNTY 95-3459538 X X X X X X X X X X7 X X X XPublic r a y taxable y taxable a distributiondistribution ter:ter: butions includons inclu Form 990, PaForm 990, Pa ations. ations.Entente or shaor s Disclosure es p erty for whfor w . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . premiums on miums on ndirectly, on actly, on a roperty, did thoperty, did th . . . . . . . . . .. . . . . . airplanes, olanes, o . . . . . . . . . . .. . . . . . . funds. funds. Did a dDid a ny time durinny time dur ised funised fu tt Copy . s or gifts wer gifts . . . . . . . . . . . . . . . . . . . n and partly for gn and partly for . . . . . . . . . . . . . . . . . . . . ovided?vided?. . h it w Page 567 of 621 Form 990 (2020)Page 6 Part VI Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and for a 'No' response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section A. Governing Body and Management Yes No Enter the number of voting members of the governing body at the end of the tax year. . . . . . 1a 1a If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. Enter the number of voting members included on line 1a, above, who are independent. . . . . b 1b Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other2 officer, director, trustee, or key employee?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Did the organization delegate control over management duties customarily performed by or under the direct supervision3 of officers, directors, trustees, or key employees to a management company or other person?. . . . . . . . . . . . . . . . . . . . . . . . . 3 Did the organization make any significant changes to its governing documents4 since the prior Form 990 was filed?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Did the organization become aware during the year of a significant diversion of the organization's assets?. . . . . . . . . . . . . . 55 Did the organization have members or stockholders?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Did the organization have members, stockholders, or other persons who had the power to elect or appoint r more7a members of the governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a Are any governance decisions of the organization reserved to (or subject to approval by) b stockholders, or persons other than the governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b Did the organization contemporaneously document the meetings held or written actions undertaken during the year by8 the following: The governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 8a Each committee with authority to act on behalf of the governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 8b Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the9 organization's mailing address? If 'Yes,' provide the names and addresses on Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No Did the organization have local chapters, branches, or affiliates?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a 10a If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure theirb operations are consistent with the organization's exempt purposes?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10b Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?. . . . . . . . . . . . . . . . . . . . . . 11a 11a Describe in Schedule O the process, if any, used by the organization to review this Form 990.b Did the organization have a written conflict of interest policy? If 'No,' go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a 12a Were officers, directors, or trustees, and key employees required to disclose annually interests that could give riseb to conflicts?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe inc Schedule O how this was done. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12c Did the organization have a written whistleblower policy?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 13 Did the organization have a written document retention and destruction policy?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 14 Did the process for determining compensation of the following persons include a review and approval by independent15 persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 15a Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 15b If 'Yes' to line 15a or 15b, describe the process in Schedule O (see instructions). Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a16a taxable entity during the year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate itsb participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b Section C. Disclosure List the states with which a copy of this Form 990 is required to be filed G17 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (Section 501(c)(3)s only)18 available for public inspection. Indicate how you made these available. Check all that apply. Other (explain on Schedule O)Own website Another's website Upon request Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to19 the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records G20 TEEA0106L 10/07/20BAA Form 990 (2020) 95-3459538UNITED WAY OF SLO COUNTY RICK LONDON 1288 MORRO STREET SAN LUIS OBISPO CA 93401 805-541-1234 XX X X X X X X X X X X X X X X X X X X X X 13 13 X NONE SEE SCHEDULE O SEE SCHEDULE OPublicof inteint ey employeesey employee . . . . . . . . . . .. . . . nsistently monsistently mo . . . . . . . . . . . . . . . . written whistlwritten whis a written doa writte compcom Disclo ure uo. . . . . . . . . . . . . . . . . . . . . . . . . . . . I, Section A, Section A dresses on Scsses on S n about polabout po ates?es?. . . . . . . erning the activitng the activ . . . . . . . . . .. . . . . . . 0 to all members0 to all members by the orgby the o st pst p Copy. . oint one or mone o . . . . . . . . . . . . . . . . . . . . . . members,embers, . . . . . . . . . . . . . . . . . . . . . . . dertaken duringertaken d . Page 568 of 621 Page 569 of 621 Form 990 (2020)Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C) Posit on (D)(E)(F)Average (do not check more than one(A) hours box, unless person is both an Reportable ReportableName and title Estimated amountper officer and a d rector/trustee)compensat on from compensat on from of otherweekthe organization related organizations compensation from(list any (W-2/1099-MISC) (W-2/1099-MISC)the organizat onhoursand relatedfororganizat onsrelated organiza - tions below dotted line) (15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) G1b Subtotal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gc Total from continuation sheets to Part VII, Section A . . . . . . . . . . . . . . . . . . . . . . . Gd Total (add lines 1b and 1c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total number of individuals (including but not lim ted to those listed above) who received more than $100,000 of reportable compensation2 from the organization G Yes No 3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee 3on line 1a? If 'Yes,' complete Schedule J for such individual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If 'Yes,' complete Schedule J for 4such individual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5for services rendered to the organization? If 'Yes,' complete Schedule J for such person. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A)(B)(C) Name and business address Description of services Compensation Total number of independent contractors (including but not limited to those listed above) who received more than2 G$100,000 of compensation from the organization TEEA0108L 10/07/20BAA Form 990 (2020) UNITED WAY OF SLO COUNTY 95-3459538 0 X X X 0 0.0.0. 0.0.0. 0.0.0.Publiubliclicic Sectio . . . . . . . . . . . . . . . . . . ut not limited tot limited t y y formerformer offioffi te Schedute Sch 11 DiscloloscDDiDisisDiissclclossloosusuosurrsuurereure recloossuurre. . . . . . . . . . . . . AA . . CopypyCopCpypyppyPage 570 of 621 Page 571 of 621 Page 572 of 621 Page 573 of 621 Form 990 (2020)Page 12 Part XI Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total revenue (must equal Part VIII, column (A), line 12). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 Total expenses (must equal Part IX, column (A), line 25). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2 Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)). . . . . . . . . . . . . . . . . . 4 4 Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 5 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 Investment expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 8 Other changes in net assets or fund balances (explain on Schedule O). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 9 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32,10 column (B)). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Part XII Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Accounting method used to prepare the Form 990: Cash Accrual Other1 If the organization changed its method of accounting from a prior year or checked 'Other,' explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant?. . . . . . . . . . . . . . . . . . . . 2a 2a If 'Yes,' check a box below to indicate whether the financial statements for the year wer reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and se arate basis Were the organization's financial statements audited by an independent accountant?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 2b If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?. . . . . . . . . . . . . . . . . . . . . . . . . 2c If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single3a Audit Act and OMB Circular A-133?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required auditb or audits, explain why on Schedule O and describe any steps taken to undergo such audits. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b TEEA0112L 10/19/20BAA Form 990 (2020) UNITED WAY OF SLO COUNTY 95-3459538 1,397,173. 1,317,816. 79,357. 384,488. 0. 463,845. X X X X X X Public DDDisclosure p untant?ant?. . r the year wee year w ated and sepd and sep ssumes respomes respo of an indepean indepe election procection proc d to undergo ao undergo . . . . . . . . . . . . . . . . . . dit or audits? Idit or audits? I be any stepbe any s Copyain ountant?tant?. . . . . . . . . ere compiled or ere compiled o ate basiste basis . . Page 574 of 621 OMB No. 1545-0047Public Charity Status and Public SupportSCHEDULE A 2020Complete if the organization is a section 501(c)(3) organization or a section(Form 990 or 990-EZ) 4947(a)(1) nonexempt charitable trust. G Attach to Form 990 or Form 990-EZ.Open to Public Department of the Treasury InspectionG Go to www.irs.gov/Form990 for instructions and the latest information.Internal Revenue Serv ce Name of the organization Employer identification number Reason for Public Charity Status. (All organizations must complete this part.) See instructions.Part I The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii).(Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi).(Complete Part II.) An agricultural research organization described in section 170(b)(1)(A)(ix)operated in conjunction with a land-grant college9 or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: 10 An organization that normally receives (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain excepti and ( ) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2).(Complete Part III.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1)or section 509(a)(2).See section 509(a)(3).Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a Type I.A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b Type II.A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c Type III functionally integrated.A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d Type III non-functionally integrated.A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Provide the following information about the supported organization(s).g (v) Amount of monetary(i)Name of supported organizat on (vi) Amount of other(iii) Type of organizat on(ii)EIN (iv)Is the (described on lines 1-10 organization listed support (see nstructions)support (see instructions)above (see instruct ons))n your governing document? Yes No (A) (B) (C) (D) (E) Total BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule A (Form 990 or 990-EZ) 2020 TEEA0401L 09/14/20 UNITED WAY OF SLO COUNTY 95-3459538 X Pu lic C. ting organiting organ You must comou must co d.A supportinA support ganization geanization g mplete Part IVte Part I anization recanization rec non-functionanon-functiona ted orgated onon Discl sur ort from cfrom ions; and (2s; and ( ion 511 tax) 511 tax) ublic safety. lic safety. benefit of, to nefit of, to tion 509(a)(1)ion 509(a)(1) ing organizatorganiza r controlled byntrolled b a majority of tmajority of or controlledor controlled ted in the sated in the sa ii CopyCCCfrom the th junction with a launction with a me, city, and statee, city, and s ntribu Page 575 of 621 Page 576 of 621 Page 577 of 621 Schedule A (Form 990 or 990-EZ) 2020 Page 4 Part IV Supporting Organizations (Complete only if you checked a box in line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes No Are all of the organization's supported organizations listed by name in the organization's governing documents?1 If 'No,' describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.1 Did the organization have any supported organization that does not have an IRS determination of status under section2 509(a)(1) or (2)? If 'Yes,' explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).2 Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If 'Yes,' answer lines 3b3a and 3c below.3a Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) andb satisfied the public support tests under section 509(a)(2)? If 'Yes,' describe in Part VI when and how the organization made the determination.3b c Did the organization ensure that all support to such organizations was used exclusively for sectio )(2)(B) purposes? If 'Yes,' explain in Part VI what controls the organization put in place to ensure such use.3c Was any supported organization not organized in the United States ('foreign supported organization')? If 'Yes' anda4 if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.4a Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supportedb organization? If 'Yes,' describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.4b Did the organization support any foreign supported organization that does not have an IRS determination underc sections 501(c)(3) and 509(a)(1) or (2)? If 'Yes,' explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.4c Did the organization add, substitute, or remove any supported organizations during the tax year? If 'Yes,' answer lines5a 5b and 5c below (if applicable). Also, provide detail in Part VI,including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) s for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was a5accomplished (such as by amendment to the organizing document). Type I or Type II only.Was any added or substituted supported organization part of a class already designated in theb organization's organizing document?b5 c Substitutions only.Was the substitution the result of an event beyond the organization's control?5c 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of 6the filing organization's supported organizations? If 'Yes,' provide detail in Part VI. Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor7 (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If 'Yes,' complete Part I of Schedule L (Form 990 or 990-EZ).7 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If 'Yes,'8 complete Part I of Schedule L (Form 990 or 990-EZ).8 Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons,9a as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If 'Yes,' provide detail in Part VI.9a Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which theb supporting organization had an interest? If 'Yes,' provide detail in Part VI.9b Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from,c assets in which the supporting organization also had an interest? If 'Yes,' provide detail in Part VI.9c Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding10a certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If 'Yes,' answer line 10b below.10a Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determineb whether the organization had excess business holdings.).10b TEEA0404L 01/20/21BAA Schedule A (Form 990 or 990-EZ) 2020 UNITED WAY OF SLO COUNTY 95-3459538 Pub c res hether in thehether in th ganizations, (nizations, , or (iii) other or (iii) other d organizationrganizatio a grant, loana grant, loa (c)(3)(C)), a(c)(3)(C)), a butor? buto I Disc su e not have an t have an controls the ontrols the o for section 1r section ations during ts during including (i) including (i) the reasons e reasons thorizing sucrizing suc g document)ocument) d supported d supported of an eof an Copyn 170(c0( h use.se. anization')? ation')If 'YIf ts to the foreign s to the foreig n despite beingdespite b Page 578 of 621 Schedule A (Form 990 or 990-EZ) 2020 Page 5 Supporting Organizations (continued)Part IV Yes No Has the organization accepted a gift or contribution from any of the following persons?11 a A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?11a A family member of a person described in line 11a above?b 11b c 11cA 35% controlled entity of a person described in line 11a or 11b above? If 'Yes' to line 11a, 11b, or 11c, provide detail in Part VI. Section B. Type I Supporting Organizations Yes No Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one1 or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year?If 'No,' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers 1during the tax year. 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If 'Yes,' explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the 2supporting organization. Section C. Type II Supporting Organizations Yes No 1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If 'No,' describe in Part VI how control or management of the 1supporting organization was vested in the same persons that controlled or managed the supported organization(s). Section D. All Type III Supporting Organizations Yes No 1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as d notification, and (iii) copies of the 1organization's governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization's officers, directors, or trustees ither (i) appointed or elected by the supported2 organization(s) or (ii) serving on the governing body of a supported organization? If 'No,' explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).2 3 By reason of the relationship described in line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and i directing the use of the organization's income or assets at all times during the tax year? If 'Yes,' describe in Part VI the role the organization's supported organizations played 3in this regard. Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). The organization satisfied the Activities Test. Complete line 2 below.a The organization is the parent of each of its supported organizations. Complete line 3 below.b The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions).c 2 Activities Test. Answer lines 2a and 2b below.Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If 'Yes,' then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted 2asubstantially all of its activities. b Did the activities described in line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If 'Yes,' explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities 2bbut for the organization's involvement. Parent of Supported Organizations. Answer lines 3a and 3b below.3 Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees ofa each of the supported organizations? If 'Yes' or 'No,' provide details in Part VI.3a Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of itsb supported organizations? If 'Yes,' describe in Part VI the role played by the organization in this regard.3b TEEA0405L 09/14/20BAA Schedule A (Form 990 or 990-EZ) 2020 UNITED WAY OF SLO COUNTY 95-3459538 Publiblblic liccs a cribe in e in ntegrated Sntegrated S that the organthe orga ed the Activied the Activi arent oaren Disclo ure ereaged y the last daye last da amount of sumount of su of the date ofthe date otification, to tification, to tees either (i)either ( a supportedsupported working relatworking rela ove, did the oove, did the o in direc in dire rt Vrt V Copypyopyntrollell ty of the directorsy of the direc how control orow contr he supporhe sup Page 579 of 621 Page 580 of 621 Page 581 of 621 Schedule A (Form 990 or 990-EZ) 2020 Page 8 Part VI Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) BAA Schedule A (Form 990 or 990-EZ) 2020TEEA0408L 09/14/20 UNITED WAY OF SLO COUNTY 95-3459538 PART II, LINE 10 - OTHER INCOME NATURE AND SOURCE 2020 2019 2018 2017 2016 UNREALIZED GAIN ON INVESTMENT $ 15,078. $ -58. $ 2,487. $ 2,233. $ 6,528. TOTAL $ 15,078.$ -58.$ 2,487.$ 2,233.$ 6,528.Public Disclosure CopyPage 582 of 621 OMB No. 1545-0047Schedule B Schedule of Contributors(Form 990, 990-EZ,2020or 990-PF)G Attach to Form 990, Form 990-EZ, or Form 990-PF.Department of the Treasury Internal Revenue Serv ce G Go to www.irs.gov/Form990 for the latest information. Name of the organization Employer identification number Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both t l and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33-1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering 'N/A' in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because $Git received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). Schedule B (Form 990, 990-EZ, or 990-PF) (2020)BAA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. TEEA0701L 07/28/20 PUBLIC DISCLOSURE COPY UNITED WAY OF SLO COUNTY 95-3459538 X 3 X Publion 501(c501 )(A)(vi), that )(A)(vi), tha r, during the during the r (ii) Form 99(ii) Form 99 scribed in sscribed in s tributiotribu tiotio Disclosure he GeneraGener ceived, duringceived, during II. See instruSee instru 3)3)CopyCotion Rule Page 583 of 621 Page 2Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a)(b)(c)(d) No.Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) TEEA0702L 07/28/20BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 11 UNITED WAY OF SLO COUNTY 95-3459538 X1 597,200. 2 94,043.X X3 39,889. X4 42,430.Public iicicccbbbbbPPPPuPuuPDisclosureressusuuuooosossscsccciscDe eed ZIP + 4d ZIP + 4 CopyCppypypyCyC94,04394,04 Page 584 of 621 Page 3Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Name of organization Employer identification number Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020) TEEA0703L 01/20/21 11 UNITED WAY OF SLO COUNTY 95-3459538 2 94,043. VARIOUS EDUCATION MEDIA DONATION PubPuPPblic cciicicccblicPPPescription of ription o DiscliscDDiDiDisissDDDDDDDclosure eeeeerrerereuuusssusuosperty givenrty given CooCopyppypypyyopo$ FM Page 585 of 621 Schedule B (Form 990, 990-EZ, or 990-PF) (2020)Page 4 Name of organization Employer identification number Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a)through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., Gcontributions of $1,000 or less for the year. (Enter this information once. See instructions.). . . . . . . . . . . . . $ Use duplicate copies of Part III if additional space is needed. (a)(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a)(b) Purpose of gift (c) Use of gift ) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a)(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a)(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2020)BAA TEEA0704L 07/28/20 11 UNITED WAY OF SLO COUNTY 95-3459538 N/A N/A PPPublicciiciccbblblibliciccbc cbblblblubcsferee's nsfere DisclosuosllolooccclcllsscscscDisDDDure eeerrerereeureansfer of giftfer of gift CopyyyyypyCoCCCCCCCo(d) d) Page 586 of 621 OMB No. 1545-0047Supplemental Financial StatementsSCHEDULE D (Form 990)G Complete if the organization answered 'Yes' on Form 990,2020Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. G Attach to Form 990.Open to PublicDepartment of the Treasury G Go to www.irs.gov/Form990 for instructions and the latest information.Internal Revenue Serv ce Inspection Name of the organization Employer identification number Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Part I Complete if the organization answered 'Yes' on Form 990, Part IV, line 6. (a)Donor advised funds (b)Funds and other accounts Total number at end of year . . . . . . . . . . . . . . . . 1 Aggregate value of contributions to (during year). . . . . . . 2 Aggregate value of grants from (during year). . . . . . . . . . 3 Aggregate value at end of year . . . . . . . . . . . . . 4 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds Yes Noare the organization's property, subject to the organization's exclusive legal control?. . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can e used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other pur e onferring Yes Noimpermissible private benefit?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Part II Conservation Easements. Complete if the organization answered 'Yes' on Form 990, Part IV, line 7. Purpose(s) of conservation easements held by the organization (check all that apply).1 Preservation of land for public use (for example, recreation or education)Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year Total number of conservation easements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 2a Total acreage restricted by conservation easements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 2b Number of conservation easements on a certified historic structure included in (a). . . . . . . . . . . . . c 2c d Number of conservation easements included in (c) acquired af /25/06, and not on a historic 2dstructure listed in the National Register. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the3 tax year G 4 Number of states where property subject to conservation easement is located G Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations,5 Yes Noand enforcement of the conservation easements it holds?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year6 G Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year7 G$ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) Yes Noand section 170(h)(4)(B)(ii)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.Part III Complete if the organization answered 'Yes' on Form 990, Part IV, line 8. 1a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: $GRevenue included on Form 990, Part VIII, line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (i) $GAssets included in Form 990, Part X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items: $GRevenue included on Form 990, Part VIII, line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a $GAssets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b TEEA3301L 08/18/20BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule D (Form 990) 2020 UNITED WAY OF SLO COUNTY 95-3459538 Publicnservaterva licy regardinlicy regardi easements isements i monitoring, inmonitoring, n monitoring, n monitoring mentmen Disclosure eeeP contribution intribution in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . structure inclucture incl quired after 7quired after 7 . . . . . . . . . . . . . . . . . rred, releasedrred, released easea CopyCoppyb pose ce . . . . . . . . .. . . . line 7.e 7. Preservation of eservati servationservat Page 587 of 621 Schedule D (Form 990) 2020 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)Part III 3 Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply): Public exhibition Loan or exchange programad Scholarly research Otherbe Preservation for future generationsc 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets Yes Noto be sold to raise funds rather than to be maintained as part of the organization's collection?. . . . . . . . . . . . . . . . . . . . Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' on Form 990, Part IV,Part IV line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included Yes Noon Form 990, Part X?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If 'Yes,' explain the arrangement in Part XIII and complete the following table:b Amount Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 1c Additions during the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d 1d Distributions during the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e e Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f 1f Did the organization include an amount on Form 990, Part X, line 21, for escrow or custo ia c t bility?. . . . . 2a Yes No If 'Yes,' explain the arrangement in Part XIII. Check here if the explanation has been provided o t XIII . . . . . . . . . . . . . . . . . . . . . b Part V Endowment Funds. Complete if the organization answered 'Yes' on Form 990, Part IV, line 10. (a)Current year (b) Prior year (c) Two years back (d) Three years back (e)Four years back Beginning of year balance. . . . . . 1a Contributions . . . . . . . . . . . . . . . . . . b c Net investment earnings, gains, and losses. . . . . . . . . . . . . . . . . . . . . Grants or scholarships . . . . . . . . . d e Other expenditures for facilities and programs. . . . . . . . . . . . . . . . . . Administrative expenses. . . . . . . . f End of year balance. . . . . . . . . . . . g Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:2 %Board designated or quasi-endowment Ga %Permanent endowment Gb %Term endowment Gc The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the Yes Noorganization by: Unrelated organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (i)3a(i) Related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii)3a(ii) If 'Yes' on line 3a(ii), are the related organizations listed as required on Schedule R?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 3b Describe in Part XIII the intended uses of the organization's endowment funds.4 Part VI Land, Buildings, and Equipment. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property (d) Book value(a) Cost or other basis (b) Cost or other (c) Accumulated (investment) basis (other) depreciation Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a Buildings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Leasehold improvements. . . . . . . . . . . . . . . . . . . c Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e GTotal. Add lines 1a through 1e.(Column (d) must equal Form 990, Part X, column (B), line 10c.). . . . . . . . . . . . . . . . . . . . . Schedule D (Form 990) 2020BAA TEEA3302L 08/18/20 UNITED WAY OF SLO COUNTY 95-3459538 23,158. 20,397.2,761. 2,761.Public icbliben %% %% nd 2c should e2c should e ot in the posseot in the poss . . . . DisclosureereuresuloscloscDisDDsu'Yes (c) Two yeaTwo ye ear end ear end CopyypypyCCppy1d e1 . . . 1f1f dial account liabl account liab provided on Parprovided on Pa on Formon Fo bac Page 588 of 621 Schedule D (Form 990) 2020 Page 3 Part VII Investments ' Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (b)Book value(a) Description of security or category (including name of security)(c) Method of valuation: Cost or end-of-year market value (1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely held equity interests. . . . . . . . . . . . . . . . . . . . . . . . . (3) Other (A) (B) (C) (D) (E) (F) (G) (H) (I) GTotal.(Column (b) must equal Form 990, Part X, column (B) line 12.). . . Investments 'Program Related.Part VIII Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment (b)Book value (c) Method of valuation: Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) GTotal.(Column (b) must equal Form 990, Part X, column (B) line 13.). . . Other Assets.Part IX Complete if the organization answered 'Y o rm 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description (b) Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) GTotal. (Column (b) must equal Form 990, Part X, column (B) line 15.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other Liabilities.Part X Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability (b) Book value1. (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) GTotal. (Column (b) must equal Form 990, Part X, column (B) line 25.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TEEA3303L 08/18/20BAA Schedule D (Form 990) 2020 68,632. 164,838. 95-3459538UNITED WAY OF SLO COUNTY N/A N/A UWA FLEX CR 5,233. FUNDS DUE TO OTHERS 68,632.Public clicblibPubPuPDisciscDisDDclosuusuosloscloure ereuruu'Yes' on Fo'Yes' on F Descriptionscription CopyypypyCopCoCc. SeS uation:tion:CoC Page 589 of 621 Schedule D (Form 990) 2020 Page 4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 Amounts included on line 1 but not on Form 990, Part VIII, line 12:2 Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 2a b Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Recoveries of prior year grants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c 2c d Other (Describe in Part XIII.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e Subtract line 2e from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3 Amounts included on Form 990, Part VIII, line 12, but not on line 1:4 Investment expenses not included on Form 990, Part VIII, line 7b. . . . . . . . . . . . . . a 4a Other (Describe in Part XIII.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 4b c Add lines 4a and 4b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.). . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. Total expenses and losses per audited financial statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 Amounts included on line 1 but not on Form 990, Part IX, line 25:2 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 2a Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 2 c Other losses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Other (Describe in Part XIII.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 Subtract line 2e from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b. . . . . . . . . . . . . . 4a b Other (Describe in Part XIII.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 5 Total expenses. Add lines 3 and 4c.(This must equal Form 990, Part I, line 18.). . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Supplemental Information.Part XIII Provide the descriptions required for Part II, lines 3, 5, a ; a I, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Pa , d and 4b. Also complete this part to provide any additional information. BAA Schedule D (Form 990) 2020 TEEA3304L 08/18/20 UNITED WAY OF SLO COUNTY 95-3459538 N/A N/A Public Disclosure esciscer2 . . . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . m 990, Part I990 Par and 9; Part IIand 9; Part II rt XII, lines 2rt XII, lines CopyyCopCoCCa. . . . . . . . . . . . . bb 2c Page 590 of 621 OMB No. 1545-0047SCHEDULE M Noncash Contributions(Form 990)2020G Complete if the organizations answered 'Yes' on Form 990, Part IV, lines 29 or 30. G Attach to Form 990.Open to PublicDepartment of the Treasury G Go to www.irs.gov/Form990 for instructions and the latest information.InspectionInternal Revenue Serv ce Name of the organizat on Employer identification number Part I Types of Property (a)(b)(c)(d)Check if Number of Noncash contribution Method of determiningapplicable contributions or amounts reported noncash contribution amountsitems contributed on Form 990, Part VIII, line 1g Art 'Works of art . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Art ' Historical treasures. . . . . . . . . . . . . . . . . . . . . . . 2 Art ' Fractional interests. . . . . . . . . . . . . . . . . . . . . . . 3 Books and publications. . . . . . . . . . . . . . . . . . . . . . . . . 4 Clothing and household goods . . . . . . . . . . . . . . . . . . 5 Cars and other vehicles . . . . . . . . . . . . . . . . . . . . . . . . 6 Boats and planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Intellectual property. . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Securities ' Publicly traded . . . . . . . . . . . . . . . . . . . . 9 Securities ' Closely held stock . . . . . . . . . . . . . . . . . 10 Securities 'Partnership, LLC, or trust interests. . 11 Securities 'Miscellaneous . . . . . . . . . . . . . . . . . . . . . 12 Qualified conservation contribution '13 Historic structures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Qualified conservation contribution 'Other. . . . . . 14 Real estate 'Residential. . . . . . . . . . . . . . . . . . . . . . . 15 Real estate 'Commercial. . . . . . . . . . . . . . . . . . . . . . 16 Real estate 'Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Collectibles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Food inventory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Drugs and medical supplies. . . . . . . . . . . . . . . . . . . . . 20 Taxidermy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Historical artifacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Scientific specimens . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Archeological artifacts. . . . . . . . . . . . . . . . . . . . . . . . . 24 (. . . . 25 OtherG (). . . . 26 OtherG (). . . . 27 OtherG (). . . . 28 OtherG Number of Forms 8283 received by the organization during the tax year for contributions for which the29 organization completed Form 8283, Part V, Donee Acknowledgement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Yes No During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that30a it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30a If 'Yes,' describe the arrangement in Part II.b Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?. . . . . 31 31 Does the organization hire or use third parties or related organizations to solicit, process, or sell32a noncash contributions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32a If 'Yes,' describe in Part II.b If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,33 describe in Part II. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2020 TEEA4601L 08/18/20 X X X UNITED WAY OF SLO COUNTY 95-3459538 MEDIA DONATION X 1 94,043. PURCHASE COST PublicbbbbPPPuPububbPPPPuPuuPPPPblic cc. . . . . . . . . . . . . . . . . . . . . . . . . . . )). . by tby DisccscisDisDDDDsclosureeursuosloscloscse esceCopyypypyCopCoCCCCPage 591 of 621 Schedule M (Form 990) 2020 Page 2 Part II Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. TEEA4602L 08/18/20BAA Schedule M (Form 990) 2020 UNITED WAY OF SLO COUNTY 95-3459538 Public Disclosure CopyPage 592 of 621 OMB No. 1545-0047Supplemental Information to Form 990 or 990-EZSCHEDULE O (Form 990 or 990-EZ)Complete to provide information for responses to specific questions on 2020Form 990 or 990-EZ or to provide any additional information. G Attach to Form 990 or 990-EZ. Open to PublicDepartment of the Treasury G Go to www.irs.gov/Form990 for the latest information.InspectionInternal Revenue Service Name of the organizat on Employer identification number TEEA4901L 07/28/20 Schedule O (Form 990 or 990-EZ) (2020)BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 95-3459538UNITED WAY OF SLO COUNTY FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS BOOKKEEPER, EXECUTIVE DIRECTOR AND FINANCE COMMITTEE REVIEW TAX RETURN PRIOR TO FILING FORM 990, PART VI, LINE 19 - OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AND UPON REQUEST. FORM 990, PART X, LINE 27 - UNRESTRICTED NET ASSETS: APPROPRIATED-EMERGENCY RESERVES $200,000 APPROPRIATED-COMMUNITY FOUNDATION 82,673 APPROPRIATED-IMAGINATION LIBRARY 28,740 UNAPPROPRIATED 67,738 -------- TOTAL UNRESTRICTED NET ASSETS $379,151 ========Public Disclosure FOUNDAOUND NATION LITION L AL UNRESTAL UNRES CopyEQUESTUES ERVES RVES TION Page 593 of 621 Page 594 of 621 Page 595 of 621 059 Date Accepted DO NOT MAIL THIS FORM TO THE FTB TAXABLE YEAR FORMCalifornia e-file Return Authorization for 2020 8453-EOExempt Organizations Exempt Organization name Identifying number Part I Electronic Return Information (whole dollars only) 1 Total gross receipts (Form 199, line 4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Total gross income (Form 199, line 8). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Total expenses and disbursements (Form 199, line 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Part II Settle Your Account Electronically for Taxable Year 2020 4 Electronic funds withdrawal 4a Amount 4b Withdrawal date (mm/dd/yyyy) Part III Banking Information (Have you verified the exempt organization's banking information?) 5 Routing number 6 Account number Type of account: Checking Savings7 Part IV Declaration of Officer I authorize the exempt organization's account to be settled as designated in Part II. If I check Par uthorize an electronic funds withdrawal for the amount listed on line 4a. Under penalties of perjury, I declare that I am an officer of the above exempt organization and that the information I provided to my electronic return originator (ERO), transmitter, or intermediate service provider and the amounts in Part I o agree with the amounts on the corresponding lines of the exempt organization's 2020 California electronic return. To the best of my knowledge and belief, the exempt organization's return is true, correct, and complete. If the exempt organization is filing a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of the exempt organiz ability, the exempt organization will remain liable for the fee liability and all applicable interest and penalties. I authorize the exe tion return and accompanying schedules and statements be transmitted to the FTB by the ERO, transmitter, or intermediate service provider. If the processing of the exempt organization's return or refund is delayed, I authorize the FTB to disclose to the ERO or e service provider the reason(s) for the delay. AASign S gnature of off cer Da e TitleHere Part V Declaration of Electronic Return Originator (ERO) and Paid Preparer. See instructions. I declare that I have reviewed the above exempt organization's return and that the entries on form FTB 8453-EO are complete and correct to the best of my knowledge. (If I am only an intermediate service provider, I understand that I am not responsible for reviewing the exempt organization's return. I declare, however, that form FTB 8453-EO accurately reflects the data on the return.) I have obtained the organization officer's signature on form FTB 8453-EO before transmitting this return to the FTB; I have provided the organization officer with a copy of all forms and information that I will file with the FTB, and I have followed all other requirements described in FTB Pub. 1345, 2020 Handbook for Authorized e-file Providers. I will keep form F B 8453-EO on file for four years from the due date of the return or four years from the date the exempt organization return is filed, whichever is later, and I will make a copy available to the FTB upon request. If I am also the paid preparer, under penalties of perjury, I declare that I have examined the above exempt organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge. Date ERO s PTINCheck if Check if ERO s also paid self-As gnature preparer employedEROFirm's FEIN Firm s name (or yoursMustif self-employed)ASignand address ZIP code Under penalties of perjury, I declare that I have examined the above organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge. Date Pa d preparer's PTINPaid Check ifpreparer s A self-employeds gnaturePaid Preparer Firm's FEIN Firm s nameMust A(or yours if self-Sign employed) and ZIP codeaddress FTB 8453-EO 2020For Privacy Notice, get FTB 1131 ENG/SP. CAEA7001L 11/24/20 UNITED WAY OF SLO COUNTY 95-3459538 1,397,173. 1,397,173. 553,083. 11/01/2021 CHAIR XX11/01/21 P00044412 CROSBY CO 1457 MARSH STREET SUITE 100 77-0137543 SAN LUIS OBISPO CA 93401Publiced rm FTBFTB re transmittre transmit e FTB, and I FTB, and I rm FTB 8453m FTB 8453 ever is later, aer is later, a that I have ethat I have e y knowledge y knowledge isisisclocloiscDa eDa e ginator (ERginator (E nization's retnization's re e servicee servic 453453 losuurethe alance dnce ation's fee lion's fee mpt organizapt organiza vice provider. e provide intermediatntermedia /01/202101/202 opyyykin t II, Box 4, I autBox 4, I a t the information the information Part I above agart I above best of my kest of m returnt i Page 596 of 621 TAXABLE YEAR FORMCalifornia Exempt Organization2020 199Annual Information Return Calendar Year 2020 or fiscal year beginning (mm/dd/yyyy), and ending (mm/dd/yyyy). Corporat on/Organization name California corporation number Add tional information. See instruct ons.FE N Street address (suite or room)PMB no. City State Zip code Foreign country name Foreign prov nce/state/county Foreign postal code Did the organization have any changes to its guidelinesIFirst return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes NoA not reported to the FTB? See instructions. . . . . . . . . . . . . . Yes No@ B Amended return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No@ J If exempt under R&TC Section 23701d, has theIRC Section 4947(a)(1) trust. . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes NoC organization engaged in political activities? D Final information return?See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No@Dissolved Surrendered (Withdrawn) Merged/Reorganized @Enter date: (mm/dd/yyyy)K Is the organization exempt under R&TC Section 23701g?. . . @ Yes NoCheck accounting method:E If "Yes," enter the gross receipts fromCash Accrual Other12 3 $$nonmember sources . . . . . . . . . . . . . . . . . . . . . @@ @Federal return filed? 990T 990-PF Sch H (990)1 23F L Is the organization a limited liability company?. . . . . . . . . . @ Yes NoOther 990 series4 Did the organization file Form 100 or Form 109 to reportM@Is this a group filing? See instructions . . . . . . . . . . . . . . . . . . Yes NoG taxable income?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No Is the organization under audit by the IRS or has the IRSN H Is this organization in a group exemption . . . . . . . . . . . . . . . . . . Yes No audited in a prior year?. . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No If "Yes," what is the parent's name?Is federal Form 1023/1024 pending?. . . . . . . . . . . . . . . . . . . O Yes No Date filed with IRS Complete Part I unless not required to file this form. See General Information B and C.Part I 1Gross sales or receipts from other sources. From Side 2, Part II, line 8. . . . . . . . . . . . . . . . . . . . . @1 2Gross dues and assessments from members and affiliates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @2 Receipts 3Gross contributions, gifts, grants, and similar amounts received. . . . . . . . . . . . . . . . . . . . @3and Revenues Total gross receipts for filing requirement test. Add line 1 through line 3.4 4This line must be completed. If the result is less than $50,000, see General Information B. . . @ 5Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @5 66Cost or other basis, and sales expenses of assets sold . . . . . . . @ 7Total costs. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Total gross income. Subtract line 7 from line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @8 8 9Total expenses and disbu sements. From Side 2, Part II, line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . @9Expenses 10Excess of receipts over expenses and disbursements. Subtract line 9 from line 8. . . . . . . . . . . . @10 1111Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 1212Use tax. See General Information K. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 1313Payments balance. If line 11 is more than line 12, subtract line 12 from line 11 . . . . . . . . . . . . . @ 1414Use tax balance. If line 12 is more than line 11, subtract line 11 from line 12. . . . . . . . . . . . . . . . @Filing Fee 1515Penalties and Interest. See General Information J. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 16>Balance due.Add line 12 and line 15. Then subtract line 11 from the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,Sign correct, and complete. Declarat on of preparer (other than taxpayer) is based on all nformat on of which preparer has any knowledge. Title DateHere Telephone@SignatureGof officer Date PT NCheck if @ Preparer s self-Gs gnature employed GPaid Firm's FEIN@Preparer's F rm s nameUse Only (or yours, if Gself-employed) Telephoneand address @ May the FTB discuss this return with the preparer shown above? See instructions . . . . . . . . . . . . . . . . . . . . @ Yes No CACA1112L 12/22/20 3651204 Form 199 2020 Page 1059 7/01/2020 6/30/2021 UNITED WAY OF SLO COUNTY 0981891 95-3459538 PO BOXX 14309 SAN LUIS OBISPO CA 93406-4309 X XX X X X X X X X X X 16,920. SEE SCH. B 1,380,253. 1,397,173. 1,397,173. 553,083. 844,090. 0. CHAIR 805-541-1234 XROBERT P. CROSBY, CPA 11/01/21 P00044412 CROSBY CO 14577 MARSH STREET SUITE 100 77-0137543 SAN LUIS OBISPO, CAA 93401 805-543-6100 XPublicubPu. . . .. es expenseses expense d line 6ne 6 . . . 6 ubtract line 7tract line 7 d disbursemesburseme pts over expepts over expe . . . . . . alal Disclosureosloom ganizationizatio ed in a prior yen a prior y Is federal Form 1eral For Date filed wDate filed w e General Infoe General Info m Side 2, PaSide 2, Pa and affiliatesaffiliate milar amountslar amounts ent test. Addent test. Add esult is lessesult is less . . Copyder R&TC Sect&TC S eipts froms from . . . . . . . . . . . . . . . . . . . . . a limited liability coma limited liability c tion file Form 100 oon file Form 1 . . . . . . . . . . . . . . der au Page 597 of 621 Page 598 of 621 OMB No. 1545-0047Schedule B Schedule of Contributors(Form 990, 990-EZ,2020or 990-PF)G Attach to Form 990, Form 990-EZ, or Form 990-PF.Department of the Treasury Internal Revenue Serv ce G Go to www.irs.gov/Form990 for the latest information. Name of the organization Employer identification number Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both t l and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33-1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering 'N/A' in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because $Git received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). Schedule B (Form 990, 990-EZ, or 990-PF) (2020)BAA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. TEEA0701L 07/28/20 CA PUBLIC DISCLOSURE COPY UNITED WAY OF SLO COUNTY 95-3459538 X 3 X Publion 501(c501 )(A)(vi), that )(A)(vi), tha r, during the during the r (ii) Form 99(ii) Form 99 scribed in sscribed in s tributiotribu tiotio Disclosure he GeneraGener ceived, duringceived, during II. See instruSee instru 3)3)CopyCotion Rule Page 599 of 621 Page 2Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a)(b)(c)(d) No.Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) TEEA0702L 07/28/20BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 13 UNITED WAY OF SLO COUNTY 95-3459538 X1 5,806. X2 597,200. X3 7,525. 4 94,043.X X5 39,889. X6 10,000.Public iicicccbbbbbPPPPuPuuPDisclosureressusuuuooosossscsccciscDe eed ZIP + 4d ZIP + 4 CopyCppypypyCyC597,200597,20 Page 600 of 621 Page 2Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a)(b)(c)(d) No.Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) TEEA0702L 07/28/20BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 23 UNITED WAY OF SLO COUNTY 95-3459538 X7 5,000. X8 7,500. X9 5,000. X10 42,430. X11 24,000. X12 5,000.Public iicicccbbbbbPPPPuPuuPDisclosureressusuuuooosossscsccciscDe eed ZIP + 4d ZIP + 4 CopyCppypypyCyC7,5007,50 Page 601 of 621 Page 2Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a)(b)(c)(d) No.Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person Payroll $Noncash (Complete Part II for noncash contributions.) TEEA0702L 07/28/20BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 33 UNITED WAY OF SLO COUNTY 95-3459538 X13 5,265. X14 10,000. X15 5,000.Public iicicccbbbbbPPPPuPuuPDisclosureressusuuuooosossscsccciscDe eed ZIP + 4d ZIP + 4 CopyCppypypyCyC10,00010,00 Page 602 of 621 Page 3Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Name of organization Employer identification number Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ (a) No.(b)(c)(d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) $ BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020) TEEA0703L 01/20/21 11 UNITED WAY OF SLO COUNTY 95-3459538 4 94,043. VARIOUS EDUCATION MEDIA DONATION PubPuPPblic cciicicccblicPPPescription of ription o DiscliscDDiDiDisissDDDDDDDclosure eeeeerrerereuuusssusuosperty givenrty given CooCopyppypypyyopo$ FM Page 603 of 621 Schedule B (Form 990, 990-EZ, or 990-PF) (2020)Page 4 Name of organization Employer identification number Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a)through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., Gcontributions of $1,000 or less for the year. (Enter this information once. See instructions.). . . . . . . . . . . . . $ Use duplicate copies of Part III if additional space is needed. (a)(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a)(b) Purpose of gift (c) Use of gift ) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a)(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a)(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldNo. from Part I (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2020)BAA TEEA0704L 07/28/20 11 UNITED WAY OF SLO COUNTY 95-3459538 N/A N/A PPPublicciiciccbblblibliciccbc cbblblblubcsferee's nsfere DisclosuosllolooccclcllsscscscDisDDDure eeerrerereeureansfer of giftfer of gift CopyyyyypyCoCCCCCCCo(d) d) Page 604 of 621 Page 605 of 621 Page 606 of 621 Page 607 of 621 Page 608 of 621 Page 609 of 621 Page 610 of 621 Page 611 of 621 Page 612 of 621 Page 613 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List Access Support Network Achievement House ACLU ACLU Foundation of Southern California Action for Animal's Rights Atascadero Acumen Adopt A Platoon African Wildlife Foundation AFS-USA, Inc Attn: Jorge Castro Agape International Missions Agency Name1 Air Compassion for Canines AISES Business Development Office Alaska Whale Foundation Alisa Ann Ruch Burn Foundation ALPS Alzheimers and Aging Research Center Alzheimer's Association Alzheimers Disease and Related Disorders Alzheimer's Foundation of America American Cancer Society Arroyo Grande American Cancer Society California American Cancer Society Central Los American Cancer Society Divisions, Inc. American Cancer Society Inc American Cancer Society San Diego County American Cancer Society SLO American Civil Liberties Union American Diabetes Association Inc American Diabetes Association Los American Friends Service Committee American Heart Association Los Angeles American Humane Association American Lebanese Syrian Associated American National Red Cross, American Red Cross - Central California American Red Cross San Luis Obispo American Society for the Prevention of Amnesty International of the USA Amnesty International USA Inc Arrowhead United Way ASHOKA Assistance League of San Luis Obispo Association of Amputee Surfers Atascadero Land Preservation Society Atascadero Loaves and Fishes Atascadero Youth Task Force 8Public Loss mmitteemittee ion Los Angion Los Ang ciationciatioPuAsAs Disclosure CopyPage 614 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List Autism Speaks Awake, Aware, Alive Be the Match Foundation Bethany Services Bible Believers Fellowship, Inc. Big Brothers Big Sisters of SLO County Big Brothers Big Sisters San Luis Obispo Boy Scouts of America Los Padres Boys and Girls Club North San Luis Boys and Girls Club Santa Maria Breast Cancer Research Foundation BrightFocus Foundation BUILD Formerly: Glow Foundation CAHP Widows and Orphans Trust Fund Cal Farley Boys Ranch Cal Poly State University Foundation FBO: Bio Med Engr Hannah-Forbes Fund Cal Poly State University Foundation FBO: Cal Poly Society of Women Engineer Cal Poly State University Foundation FBO: Michael McDougall Scholars Cal Poly State University Foundation FBO: Paul Crawford Scholarsh und Calguns Foundation, The California Breast Cancer Research California Fire Foundation California Highway Patrol 11-99 California Native Plant Society California Rangeland Trust California Transportation Foundation California Trout, Inc. California Wildlife Foundation FBO: California Oaks Fund CamFed Camp Fire USA Central Coast Council Canary Foundation Cancer Cure of America: Care, Cancer Research and Pr ention Canine Companions for Independence Captive Hearts CARE Care Packages Formally known as Coats For Christmas CASA Solana, Inc. CASA-Court Appointed Special Advocates Catholic Charities CYO Catholic Charities of Los Angeles Catholic Charities of San Bernardino & Catholic Charities of the Diocese of Cayucos Land Conservancy Central Asia Institute Central Coast Literacy Council Central Coast Rescue Mission 8Public lifo ouncilouncil Care,Care, eventioneventPepep Disclosure ip Fun ia Oaia Oa Copyd gineergineer hip Founip Foun dd Page 615 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List Central Coast State Parks Association formerly known as Central Coast Natural Cerebral Palsy International Research Challenger Center for Space Science Cheetah Conservation Fund Chengeta Wildlife Child Development Resource Center Child Foundation Childhood Leukemia Research Assistance Children's Charitable Alliance Children's Charities of America Children's Hospital and Research Center CHP Explorer Post 580 Christopher Meadows Memorial EMS Ed Fund Church of the Savior Soup Kitchen CMC Employee Benefit Fund Common Cause Education Fund Community Action Partnership of San Community Action Partnership of SLO Cty. Community Care - United Way program Community Counseling Center Concerns of Police Survivors, Inc - COPS Consumer Reports Donor Services Cooperative for Assistance and Relief Correctional Peace Officers Foundation Council on American Islamic Relations Court Appointed Special Advocates of Court Appointed Special Advocates of San Cousteau Society Cuesta College Foundation Cuesta College Foundation Margaret T pleton Nursing Scholarship F CureSearch for Children's Cancer Dept of Social Services of SLO Diabetic Youth Foundation Dian Fossey Gorilla Fund International Disabled American Veterans Doctors Without Borders USA Doctors Without Borders USA, Inc. Domestic Violence Solutions for Santa Donor Advised Funds EarthShare California Easterseals Tri-Counties, California Edgerton Explorit Center Education El Camino Homeless Organization (ECHO) Electronic Frontier Foundation Emerge Global, Inc. Emmaus House 8blic rgaret Temprgaret Tem ncerer f SLOf SLO onon Publtete Disclosure CopyPage 616 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List End Kids Cancer Family Violence & Sexual Assault Fannie & John Hertz Foundation FareStart Development Office Farm Animal Reform Movement Feeding America Feeding America Riverside San Bernardino Feline Network of the Central Coast Festival Mozaic Filipino American Development Foundation FINCA International, Inc. Firearms Policy Foundation First Book Five Cities Meals on Wheels Focus on the Family Fonkoze USA Food Bank Coalition of San Luis Obispo Food Bank Coalition of SLO County Food for People Inc Foundation for SLO Cnty Public Libraries Foundation for the Performing Arts Cntr Francis House of Sacramento Friends of Prado Day Center Galapagos Conservancy Gary Sinise Foundation Gay & Lesbian Alliance of Central Coast Wayne McCaugham Community Ctr. Girl Scouts California's Central Coast (Formerly r Condados) Girl Scouts of Central California South Global Foundation for Children with AIDS Global Impact Good Samaritan Shelter, Inc. Guide Dogs for the Blind Habitat for Humanity Internatio al Haiti Mama HART Health Health and Medical Research Charities of Heaven Can Wait Equine Sanctuary Heifer International Heifer Project International, Inc. Homeless Childrens Network - Horses on Death Row Hospice of San Luis Obispo County Hospice of SLO County Hui Ho'olana Humane Society of the United States Immigrant Legal Resource Center 8Public h AIDS AID ternationterna Disclosure ne McCaugne McCau merly Tres merly Tres CopyPage 617 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List Income Independent Living Resource Center, Inc. Institute for Black Charities Institute of American Indian Arts Fdn. International Community Foundation FBO:Charles Darwin Found. Galapagos Fund International Elephant Foundation Jack's Helping Hand Jack's Helping Hand Inc Jane Goodall Institute for Wildlife, the JDRF International Juvenile Diabetes Research Foundation Kayla Peach Memorial Foundation KCBX Public Radio KickStart International Inc Leadership SLO Training Learning Ally Attn: Financial Department Leukemia and Lymphoma Society Greater Lewis & Clark Law School Development Office Literacy for Life Organization Loaves & Fishes of Paso Robles Logos Broadcasting Corporation KLIFE Long Term Care Ombudsman of San Luis Los Angeles LGBT Center Lupus Foundation of Northern California Magical Creatures of Hamakua - Make A Wish Foundation of America Maxine Lewis Memorial Shelter Meals on Wheels San Luis Obispo Mexican American Legal Defense d Michael J Fox Foundation for Parkinson's Mission Without Borders MIT Alumni Fund FBO IRD Fund MIT Boston Cambridge Ministry/Communitas Moloka'i Land Trust Mothers Against Drunk Driving Museum of Indian Arts & Culture FBO:Exhibitions Dev. Fund, c/o MNMF NAMI California Nathan Adelson Hospice Inc National Black Child Development National Center for Missing and National Multiple Sclerosis Society National Public Radio, Inc. National Society for Gifted and Talented National Veterans Foundation National Wildlife Federation Natural Resources Defense Council - San Nature and Culture International FBO: Andean Corridor 8Public andand rkinson'sinson's D FundD Fund Ministry/Minis Disclosure CopyPage 618 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List Nature Conservancy NCI Affiliates Inc New Life K-9 Rescue New Mexico Highlands University FBO Dean Ray Farmer Scholarship Fund North County Rape Crisis and Child Northern Santa Barbara County United Way Oceana, Inc. Open Medicine Foundation Opera San Luis Obispo Operation Smile Pacheco School PTA Pacific Wildlife Care Paso Robles Youth Arts Foundation PATH PAWS & CLAWS Fundraising PCPA Foundation Peoples' Self-Help Housing Corp. Peoples' Self-Help Housing Corporation Performing Animal Welfare Society Pets in Need Planned Parenthood Federation Planned Parenthood Mar Monte, Fresno Planned Parenthood of Santa Barbara, Planned Parenthood SLO/SB/Ven Counties Pleasant Valley State Prison Employee Polly Klaas Foundation Portland Art Museum Patron Society, Attn: Karie Burch Prado Day Center c/o CAP SLO Preventing Euthanasia Through Rescue Rainforest Alliance Redwings Horse Sanctuary - Remsen NY Central School FBO: New Equipment for Science Program RISE RISE San Luis Obispo County Ronald McDonald House at Stanford Ronald McDonald House Charities Ronald McDonald House Charities of the Ronald McDonald House of St. Louis Room to Read Salvation Army - SLO Salvation Army San Luis Obispo Salvation Army Santa Maria Corps Salvation Army Service Extension San San Luis Obispo Child Development Center San Luis Obispo Children's Museum San Luis Obispo City Veterans Services San Luis Obispo Community Foundation FBO: Raising a Reader Fund 8Public scuescue ol FBO: Newol FBO: New yy Disclosure n: Karie Bun: Karie Bu CopyPage 619 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List San Luis Obispo County Band c/o Tom Spears San Luis Obispo County Community Foundat FBO: Fund for Vineyard and Farm Workers San Luis Obispo Law Enforcement San Luis Obispo Museum of Art San Luis Obispo Noor Foundation San Luis Obispo United Methodist Church San Luis Symphony Santa Clara University Leavey School of Business Senior Volunteer Program 545 Septembeard Sequoia Parks Conservancy Shriners Hospital for Children Sierra Club Foundation SLO County Office of Education FBO: Mock Trial, History Day and Writing SLO County YMCA SLO LEAF SLO Noor Foundation SLO Tribune Community Reporting SLO Vocal Arts Ensemble Society for Science & the Public Son Care Foundation Southern Poverty Law Center Spay Mexico, Inc. SPCA Sacramento Special Olympics San Luis Obispo Special Olympics, Inc. Special Operations Warrior Foundation St Jude Children's Research Hospital St Vincent de Paul Village St. Jude Children's Research Hospital Stand Strong Stanford University, The a f d nd Supporting Work and Self Sufficiency Surfrider Foundation Susan G Komen Breast Cancer Foundation Team Lilly Foundation Inc Teen Challenge International of Southern The Alex Foundation Inc. The ALS Association The Climate Reality Project The Fly Brave Foundation The Foundation for AIDS Research The History Center of SLO County The Life You Can Save The Ocean Conservancy, Inc. Transitions - Mental Health Association Transitions Mental Health Association 8Public spitalspital Stanford FuStanford Fu elf Sufficieelf Suf Disclosure CopyPage 620 of 621 United Way of San Luis Obispo County 2020-21 Agency Designation List Trustees of Tufts College MA in Humanitarian Assistance Fellowship Tufts University Fund for Arts Sciences & Engineering U.S. Fund for UNICEF Undesignated Dollars United States Fund for UNICEF United States of America Wrestling United Way Bay Area United Way Fresno - Undesignated Funds United Way Monterey County United Way of Fresno and Madera Counties United Way of Greater Los Angeles United Way of Kern County, Inc. United Way of San Joaquin County, Inc. United Way of San Luis Obispo Co. United Way of Stanislaus County, Inc. United Way of the Inland Valleys United Way of the Wine Country United Way of Tulare County United Way of Ventura County USA for UNHCR Valley Childrens Healthcare Foundation Valley Public Television Inc W.H.A.R. Wolf Rescue W.M. Keck Observatory Whiskers Paws Hooves and Claws Animal WildAid WildCare Wilderness Finders Search and Rescue Dog Wildlife Conservation Society Willamette University University Relations Wilshire Community Services Wilshire Creative Mediation Wilshire Hospice (formerly Hospice Partners of the CC) Women's Legacy Fund % SLO County Community Foundation Women's Shelter Program of San Woods Humane Society World Neighbors World Wildlife Fund Wounded Warrior Project Inc Wounded Warriors Family Support Inc Yosemite Conservancy Yosemite Fund Zedbridge Zoo To You Wildlife Education 8Public e Do y Relationsy Relations s ionion erly Hosperly HPLOLO Disclosure CopyPage 621 of 621