Arroyo Grande City Council
March 8, 2022

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
[email protected]
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
[email protected]

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
[email protected]
805-457-5357
Gabriela Morales
[email protected]
805-457-5357
Marine Science Discovery Labs for Underserved Students
2,000

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.

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.

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.

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;

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.

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.

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

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
[email protected]
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
[email protected]

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
[email protected]
Professionals to Community (PtC)
6,000

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.

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.

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.

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

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

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.

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

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 nonprofit 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

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
[email protected]
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
[email protected]

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
[email protected]
805-489-4196
Support of Community and School Events
10,000

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!

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
5 15
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

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

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

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.

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.

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

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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

Clark Center for the Performing Art, Inc.

Attachment B: Program/Service Information
Organization 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.

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

Clark Center for the Performing Arts
Attachment C: Scope/Work Plan and Budget Worksheet

Program/Service
Objectives:

Major Tasks to Complete
(to achieve associated goal)
Timeline Evaluation
Methodology
Support rentals by
community producers
Plan, staff and execute support of 100
performances
Ongoing:

JanuaryJune 2022
ticket sales; renter
satisfaction
Schedule events Work with organizations and school to
schedule events and develop budgets for
events
Ongoing:

JanuaryJune 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:

JanuaryJune 2022
Renters’
comfortable with
an attainable
plan
Execution of events Support of the event; staffing, technical support, and box office support.

Ongoing:

JanuaryJune 2022
Renter is able to
cover direct costs
of event
Program/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).

Program/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.

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)

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
[email protected]
805.544.2266
Hospice Community Support

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.

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? Number of Full Time Staff: Number of Part Time Staff:

Number of Volunteers:
x Description:
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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:

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.

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

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.

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.

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

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 nonprofit 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

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
[email protected]
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
[email protected]

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
[email protected]
805-781-6400
Kaitlin Goodpaster
[email protected]
805-781-6400
Therapy Services for Sexual Assault and Intimate Partner Violence Survivors 10,000

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.

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.

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.

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.

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;

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.

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.

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

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 nonprofit 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

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
[email protected]
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
[email protected]

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:

People's Self-Help Housing
1060 Kendall Rd.

San Luis Obispo CA 93401
2017
$2,500
95-2750154
Ken Trigueiro
[email protected]
(805) 781-3088
Forrest Eastham, Grants Manager
[email protected]
(805) 781-3088
Arroyo Grande Supportive Housing Program

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.

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

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 sitebased 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.

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 inhouse 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

Grande residents, 69 referrals, 107 hours of direct counseling and mental health services, and 254 hours of housing stabilization and retention services.

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.

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;

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.

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.

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

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 nonprofit 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
✔

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

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

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

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

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
[email protected]
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
[email protected]

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

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)

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.

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.

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.

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).

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.

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

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

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 ƒ Nurse Administrator for Stanford (Packard) Children’s Clinics ƒ 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.

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

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;

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.

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.

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

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 nonprofit 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

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;

(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
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

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 nonprofit 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

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
[email protected]
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
[email protected]

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
[email protected]
805-543-8235
Rachel Cementina
[email protected]
805-543-8235
Financial Aid (Scholarships) for YMCA "Out of School" Programs

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.

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:
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10 50
30 The 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.

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:
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At 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

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

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.

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.

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 ______________________

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
[email protected]
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
[email protected]

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:

San Luis Obispo Score, Chapter 597
PO BOX 5416
San Luis Obispo CA 93403
2018
$500.00
52-1067290
Robert Hyde
[email protected]
Horace Morana
[email protected]
Helping Businesses by Providing Mentoring and Workshops

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.

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, SCORE’s 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.

SCORE’s 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.

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.

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;

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.

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.

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

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
[email protected]
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
[email protected]

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
[email protected]
805-541-1234
Linda Wingert
[email protected]
805-541-1234
Chief Operations Officer
10,000

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.

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

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.

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;

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.

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.

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

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 nonprofit 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

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

IRS e-file Signature Authorization
for an Exempt Organization OMB No. 1545-0047 Form 8879-EO For calendar year 2020, or fiscal year beginning , 2020, and end ng , 20 Department of the Treasury
G Do not send to the IRS. Keep for your records. 2020 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
Part I Type of Return and Return Information (Whole Dollars Only) 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. 1a Form 990 check here. . . . . G b Total revenue, if any (Form 990, Part VIII, column (A), line 12). . . . . . . . . 1b 2 a Form 990-EZ check here . . . . . G b Total revenue, if any (Form 990-EZ, line 9). . . . . . . . . . . . . . . . . . . . . . . . 2b 3 a Form 1120-POL check here. . . . . . G b Total tax (Form 1120-POL, line 22). . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b 4 a Form 990-PF check here . . . . . G b Tax based on investment income (Form 990-PF, Part VI, line 5). . . . 4b 5 a Form 8868 check here. . . . G b Balance due (Form 8868, line 3c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b 6 a Form 990-T check here. . . G b Total tax (Form 990-T, Part III, line 4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b 7 a Form 4720 check here. . . . G b Total tax (Form 4720, Part III, line 1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 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.

S gnature of off cer or person subject to tax GG Date
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 G Date G
ERO Must Retain This Form ' See Instructions
Do Not Submit This Form to the IRS Unless Requested To Do So BAA For Paperwork Reduction Act Notice, see instructions. TEEA7401L 01/19/21 Form 8879-EO (2020) 7/01 6/30 2021
UNITED WAY OF SLO COUNTY 95-3459538

JEFF HAMM CHAIR
X 1,397,173.

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11/01/2021
95686577555
11/01/2021
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OMB No. 1545-0047
Form 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) G Open to Public Department of the Treasury Do not enter social security numbers on this form as it may be made public.

Internal Revenue Serv ce G Go to Inspection www.irs.gov/Form990 for instructions and the latest information.

A For the 2020 calendar year, or tax year beginning , 2020, and ending , 20 B Check if applicable: C D Employer identification number Address change
Name change E Telephone number
Initial return
Final return/terminated
Amended return G Gross rece pts $
Application pending F Name and address of principal officer: H(a) Is this a group return for subordinates? Yes No H(b) Are all subord nates included? Yes No
If "No," attach a list. See nstructions
I Tax-exempt status: 501(c)(3) 501(c) (insert no.) 4947(a)(1) or 527 ()H J Website: G H(c) Group exemption number G
K Form of organization: Corporat on Trust Association OtherG LM Year of formation: State of legal domicile:

Part I Summary
1 Briefly describe the organization's mission or most significant activities:
2 Check this box G if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Number of independent voting members of the governing body (Part VI, line 1b). . . . . . . . . . . . . . . . . . . . . . . 4 5 Total number of individuals employed in calendar year 2020 (Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Total number of volunteers (estimate if necessary). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Program service revenue (Part VIII, line 2g). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Investment income (Part VIII, column (A), lines 3, 4 7 ) . . . . . . . . . . . . . . . . . . . . . . . . 11 Other revenue (Part VIII, column (A), lines 5, 6d, , and 11e). . . . . . . . . . . . . . . . 12 Total revenue ' add lines 8 through 11 (must equal Part VIII, column (A), line 12). . . . . 13 Grants and similar amounts paid (Part IX, co n ines 1-3). . . . . . . . . . . . . . . . . . . . . . 14 Benefits paid to or for members (Part IX, column (A), line 4). . . . . . . . . . . . . . . . . . . . . . . . . . 15 Salaries, other compensation, employ e benefits (Part IX, column (A), lines 5-10). . . . . . 16a Professional fundraising fees (Part IX, column (A), line 11e). . . . . . . . . . . . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) G 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e). . . . . . . . . . . . . . . . . . . . . . . . . 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25). . . . . . . . . . . . . 19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Beginning of Current Year End of Year
20 Total assets (Part X, line 16). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Net assets or fund balances. Subtract line 21 from line 20. . . . . . . . . . . . . . . . . . . . . . . . . . . .

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 Date Sign
Here A Type or pr nt name and title
Print/Type preparer s name Preparer s s gnature Date Check if PT N Paid self-employed
Preparer Firm s name G
Use Only Firm s address G Firm s EIN G
Phone no.

May the IRS discuss this return with the preparer shown above? See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101L 01/19/21 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
384,488. 463,845.
267,192. 296,909.
651,680. 760,754.
-22,328. 79,357.
1,832,094. 1,317,816.
286,628. 266,995.
114,842.
265,974. 286,088.
1,279,492. 764,733.
1,809,766. 1,397,173.
2,987. 16,920.
1,806,779. 1,380,253.

0. 0.
850
7 13
13 X 1958 CA
1,397,173.

JEFF HAMM CHAIR
X
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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
1457 MARSH STREET SUITE 100 77-0137543
SAN LUIS OBISPO, CA 93401 805-543-6100

SAME AS C ABOVE

JEFF HAMM
ROBERT P. CROSBY, CPA
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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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Briefly describe the organization's mission:
2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No If "Yes," describe these new services on Schedule O.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?. . . . 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. 4a (Code: ) (Expenses $ $$ including grants of ) (Revenue ) 4b (Code: ) (Expenses $ $$ including grants of ) (Revenue ) 4c (Code: ) (Expenses $ $$ including grants of ) (Revenue ) 4d Other program services (Describe on Schedule O.)
(Expenses $ $$ including grants of ) (Revenue )
4e Total program service expenses G
BAA TEEA0102L 10/07/20 Form 990 (2020)
1,144,235.
1,144,235. 764,733.

X
X
UNITED WAY OF SLO COUNTY 95-3459538

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.

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Form 990 (2020) Page 3
Part IV Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Is the organization required to complete Schedule B, Schedule of Contributors See instructions?. . . . . . . . . . . . . . . . . . . . . . . 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates 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 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part III. . . . . . . 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If 'Yes,' complete Schedule D, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian 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 10 Did the organization, directly or through a related organization, hold assets in donor-restric t or in quasi endowments? If 'Yes,' complete Schedule D, Part V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes,' complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 a b Did the organization report an amount for investments ' other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 b c Did the organization report an amount for investments ' program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 c d Did the organization report an amount for other assets in Part X, lin 1 t % or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part IX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 d e Did the organization report an amount for other liabilities r l e 25? If 'Yes,' complete Schedule D, Part X. . . . . . 11 e f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X. . . . 11 f 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a b Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,' and if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI and XII is optional. . . . . . . . . . . . . . . . . 12 b 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes,' complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . 13 14 a Did the organization maintain an office, employees, or agents outside of the United States?. . . . . . . . . . . . . . . . . . . . . . . . . . . 14a b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, 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 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If 'Yes,' complete Schedule F, Parts II and IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If 'Yes,' complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If 'Yes,' complete Schedule G, Part I See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If 'Yes,' complete Schedule G, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H. . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If 'Yes,' complete Schedule I, Parts I and II. . . . . . . . . . . . . . . . . . . . . . 21 BAA TEEA0103L 10/07/20 Form 990 (2020)
UNITED WAY OF SLO COUNTY 95-3459538
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Form 990 (2020) Page 4
Part IV Checklist of Required Schedules (continued)
Yes No
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 23 Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of 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 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?. . . . . . . . . . . . . . . . . . 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24c d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . 24d 25 a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and 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 26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payabl t y u ent or 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 27 Did the organization provide a grant or other assistance to any current or former offic r o ee, key 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 persons? If 'Yes,' complete Schedule L, Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions, for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, key employee, creator or d r ubstantial contributor? If 'Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28a b A family member of any individual described in line 28a? If 'Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . 28b c A 35% controlled entity of one or more individuals and/or o n escribed in lines 28a or 28b? If Yes,' complete Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28c 29 Did the organization receive more than $25,000 in non-cash co tributions? If 'Yes,' complete Schedule M. . . . . . . . . . . . . . 29 30 Did the organization receive contributions of art, h a ures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I. . . . . . . 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Part II, III, or IV, and Part V, line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35a b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled 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 organization? If 'Yes,' complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . 37 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? 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
1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. . . . . . . . . . . . . . 1a b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable. . . . . . . . . . . . 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c BAA TEEA0104L 10/07/20 Form 990 (2020)
UNITED WAY OF SLO COUNTY 95-3459538
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Form 990 (2020) Page 5
Part V Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return. . . . . 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . 2b Note: If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year?. . . . . . . . . . . . . . . . . . . . . . . . 3a b If 'Yes,' has it filed a Form 990-T for this year? If 'No' to line 3b, provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?. . . . . . . . . 4a b If 'Yes,' enter the name of the foreign countryG
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?. . . . . . . . . . . . 5b c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contributio t goods and services provided to the payor?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7c d If 'Yes,' indicate the number of Forms 8282 filed during the year. . . . . . . . . . . . . . . . . . . . . . . . . 7d e Did the organization receive any funds, directly or indirectly, to pay pre on a personal benefit contract?. . . . . . . . . . 7e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. . . . . . . . . . . . . . 7f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a 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. a Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?. . . . . . . . . . . . . . . . . . . . . . 9b 10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . 10 a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities. . . . . 10 b 11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 b 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?. . . . . . . . . . . . . . 12 a b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year. . . . . . . 12 b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 a Note: See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans. . . . . . . . . . . . . . . . . . . . . . . . . . 13 b c Enter the amount of reserves on hand. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 c 14 a Did the organization receive any payments for indoor tanning services during the tax year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 a b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation on Schedule O. . . . . . . . . . . . . . . 14 b 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 If 'Yes,' see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income?. . . . . . . . . 16 If 'Yes,' complete Form 4720, Schedule O.

BAA TEEA0105L 10/07/20 Form 990 (2020)
UNITED WAY OF SLO COUNTY 95-3459538
X
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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
1a Enter the number of voting members of the governing body at the end of the tax year. . . . . . 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. b Enter the number of voting members included on line 1a, above, who are independent. . . . . 1b 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person?. . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Did the organization become aware during the year of a significant diversion of the organization's assets?. . . . . . . . . . . . . . 5 6 Did the organization have members or stockholders?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint r more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b Are any governance decisions of the organization reserved to (or subject to approval by) stockholders, or persons other than the governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a The governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a b Each committee with authority to act on behalf of the governing body?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the 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
10 a Did the organization have local chapters, branches, or affiliates?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 a b If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 b 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?. . . . . . . . . . . . . . . . . . . . . . 11 a b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12 a Did the organization have a written conflict of interest policy? If 'No,' go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 a b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 b c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule O how this was done. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 c 13 Did the organization have a written whistleblower policy?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 14 Did the organization have a written document retention and destruction policy?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 a b Other officers or key employees of the organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 b If 'Yes' to line 15a or 15b, describe the process in Schedule O (see instructions). 16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 a b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its 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?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 b Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed G 18 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) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain on Schedule O) 19 Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20 State the name, address, and telephone number of the person who possesses the organization's books and records G BAA TEEA0106L 10/07/20 Form 990 (2020)
UNITED WAY OF SLO COUNTY 95-3459538
RICK LONDON 1288 MORRO STREET SAN LUIS OBISPO CA 93401 805-541-1234 X X
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SEE SCHEDULE O

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Form 990 (2020) Page 8
Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C)
Posit on
Average (do not check more than one (D) (E) (F) (A) hours box, unless person is both an Name and title Reportable Reportable per officer and a d rector/trustee) Estimated amount compensat on from compensat on from week of other the organization related organizations (list any compensation from (W-2/1099-MISC) (W-2/1099-MISC) hours the organizat on for and related
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(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
(25)
1 b Subtotal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G c Total from continuation sheets to Part VII, Section A . . . . . . . . . . . . . . . . . . . . . . . G d Total (add lines 1b and 1c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 2 Total number of individuals (including but not lim ted to those listed above) who received more than $100,000 of reportable compensation from the organization G
Yes No
3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If 'Yes,' complete Schedule J for such individual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 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 such individual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If 'Yes,' complete Schedule J for such person. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 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 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organizationG
BAA TEEA0108L 10/07/20 Form 990 (2020)
UNITED WAY OF SLO COUNTY 95-3459538
0 X
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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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Total revenue (must equal Part VIII, column (A), line 12). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Total expenses (must equal Part IX, column (A), line 25). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)). . . . . . . . . . . . . . . . . . 4 5 Net unrealized gains (losses) on investments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Investment expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 8 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Other changes in net assets or fund balances (explain on Schedule O). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, 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
1 Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked 'Other,' explain in Schedule O.
2a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . . . . . . 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 b Were the organization's financial statements audited by an independent accountant?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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.
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b BAA TEEA0112L 10/19/20 Form 990 (2020)
UNITED WAY OF SLO COUNTY 95-3459538
1,397,173.
1,317,816.
79,357.
384,488.

0. 463,845.

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OMB No. 1545-0047 Public Charity Status and Public Support SCHEDULE A (Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section 2020 4947(a)(1) nonexempt charitable trust.

G Attach to Form 990 or Form 990-EZ. Open to Public Department of the Treasury G Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Internal Revenue Serv ce Name of the organization Employer identification number Part I Reason for Public Charity Status. (All organizations must complete this part.) See instructions.

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.) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college 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. f Enter the number of supported organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g Provide the following information about the supported organization(s). (i) Name of supported organizat on (ii) EIN (iii) Type of organizat on (iv) Is the (v) Amount of monetary (vi) Amount of other (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
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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
1 Are all of the organization's supported organizations listed by name in the organization's governing documents? 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 2 Did the organization have any supported organization that does not have an IRS determination of status under section 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
3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If 'Yes,' answer lines 3b and 3c below. 3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and 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 a4 Was any supported organization not organized in the United States ('foreign supported organization')? If 'Yes' and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported 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 c Did the organization support any foreign supported organization that does not have an IRS determination under 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 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If 'Yes,' answer lines 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 accomplished (such as by amendment to the organizing document). a5 b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b
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 the filing organization's supported organizations? If 'Yes,' provide detail in Part VI. 6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (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 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If 'Yes,' complete Part I of Schedule L (Form 990 or 990-EZ). 8
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, 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
b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If 'Yes,' provide detail in Part VI. 9b c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If 'Yes,' provide detail in Part VI. 9c 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If 'Yes,' answer line 10b below. 10a
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.). 10b BAA TEEA0404L 01/20/21 Schedule A (Form 990 or 990-EZ) 2020 UNITED WAY OF SLO COUNTY 95-3459538
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