Agenda, regular meeting, second session — Bakersfield City Council, June 24, 2026 (part 2 of 8)

RESOLUTION NO. _____________
A RESOLUTION ADDING TERRITORY, AREA 4-326 (809 CHESTER
AVENUE) TO THE CONSOLIDATED MAINTENANCE DISTRICT;

APPROVING, CONFIRMING AND ADOPTING THE
DEVELOPMENT SERVICES DIRECTOR’S REPORT, THE

BOUNDARIES OF THE ADDITION, THE FAIRNESS OF THE BENEFIT

FORMULA, AND THE AMOUNT OF THE ASSESSMENT TO BE
LEVIED AGAINST EACH PARCEL. (WARD 2)
WHEREAS, the Development Services Director has filed with the City Clerk the Development Services Director’s Report, including a budget, assessment formula, improvements to be maintained by the district, description of property and proposed assessments; and
WHEREAS, Chapter 13.04 of Title 13 of the Municipal Code of the City of Bakersfield provides for a procedure by which the City Council may provide for the payment of the whole or any part of the costs and expenses of maintaining and operating any public improvements which are local in nature, from annual benefit assessments apportioned among the lots or parcels of property within the established Consolidated Maintenance District (“CMD”). The assessments to be placed on parcels within this district area reflect that portion of the cost of maintenance of a public park and public street landscaping ("special benefit") above and beyond the basic cost of maintenance of a public park and public street landscaping throughout the City ("general benefit"); and WHEREAS, as set forth in the attached Development Services Director’s Report (Exhibit 1), the property within this new area reflects that portion of the cost of maintenance of public street landscaping and/or a public park, based on the location of said improvements in or near said area, above and beyond the general benefit of parcels within the City that are not part of the CMD. Each parcel within this area will be assessed its proportionate share of special benefit based on its zoning and size.

WHEREAS, it is the intention of the City Council of the City of Bakersfield to add Area 4-326 (809 Chester Avenue) generally described in Exhibit "A" attached hereto, to the CMD, in order to maintain local improvements including street landscaping and/or a public park; and
WHEREAS, the City Council of the City of Bakersfield, State of California, heretofore by Resolution of Intention No. 2272 declared its intention to add territory to the CMD, preliminarily confirmed and approved the Development Services Director's Report, the boundaries of the proposed additional territory, the

Page 2 of 4 ends

fairness of the benefit formula, and the amount of assessment to be levied against each parcel. Said additional territory shall be designated Area 4-326, as shown and designated on that certain map entitled “Map and Assessment Diagram for Addition of Territory, 4-326 (809 Chester Avenue), to the Consolidated Maintenance District, Bakersfield, California,” for this fiscal year on file in the offices of the City Clerk and Development Services Director, City of Bakersfield; and

NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Bakersfield, State of California, as follows:

1. The foregoing recitals are true and correct and are incorporated herein.

2. The Council hereby adds territory, Area 4-326 to the CMD and confirms and adopts the Development Services Director’s Report, including the amounts of assessment for each assessed parcel.

3. Exhibits "A" and "B" describe the additional territory.

4. All parcels within this additional territory shall be assessed at an amount not to exceed the amount established in Resolution No. 019-05 per equivalent dwelling unit per year. In each subsequent year, annual assessments may increase by the cost of living reflected in the Los Angeles - Long Beach – Anaheim /All Urban Consumers Consumer Price Index. However, parcels will not be assessed until park and/or street landscape improvements have been installed. When park and/or street landscape
improvements have been completed, the appropriate park and street tiers will be assigned, but in no case shall the assessments exceed the amount established in Resolution No. 019-05 as escalated per the above-described Consumer Price Index. The benefit formula (Exhibit "C"), budget (Exhibit "D"), assessment roll (Exhibit "E"), and letter from the property owner(s) requesting inclusion in the CMD (Exhibit “H”) are attached hereto.

5. The Kern County Tax Collector is hereby authorized to collect such assessments.

6. Beginning in the 2025-2026 fiscal year and each fiscal year thereafter, the Development Services Director is hereby directed to prepare an annual report, as provided in Chapter 13.04 of the Bakersfield Municipal Code, and file it with the City Clerk within the time allowed for placement of assessments on the County tax

Page 3 of 4 ends

rolls for the applicable fiscal year. Upon filing of the annual report, the Clerk shall set a hearing before the City Council and give Notice of Hearing in the manner prescribed in Chapter 13.04 of said code.

7. The City Council hereby reserves the right to perform the work of maintenance and operation of the public improvements by City forces or by private contractor. Such determination and election is to be made for each year at the time the budget and
assessment is approved for the year in question.

I HEREBY CERTIFY that the foregoing Resolution was passed and adopted, by the Council of the City of Bakersfield at a regular meeting thereof held on ______________________________ by the following vote:

AYES: COUNCILMEMBER ARIAS, GOZALES, WEIR, SMITH, KOMAN, BASHIRTASH, KAUR NOES: COUNCILMEMBER
ABSTAIN: COUNCILMEMBER
ABSENT: COUNCILMEMBER
___________________________________

JULIE DRIMAKIS, MMC
CITY CLERK and Ex Officio Clerk of
the Council of the City of Bakersfield
APPROVED: _____________________
By __________________________

KAREN GOH
Mayor
APPROVED AS TO FORM:

Page 4 of 4 ends

VIRGINIA GENNARO, CITY ATTORNEY
By _________________________

VIRIDIANA GALLARDO-KING
Deputy City Attorney
Attachments: Exhibit "C" Exhibit "G"
Exhibit “1” Exhibit "D" Exhibit "H"
Exhibit “A” Exhibit "E"
Exhibit “B” Exhibit “F”
EXHIBIT 1

DEVELOPMENT SERVICES DIRECTOR'S REPORT
ADDITION OF TERRITORY, AREA 4-326
Fiscal Year 2025-2026
Addition of territory to the Consolidated Maintenance District, as shown in Exhibit "A" is described as 809 Chester Avenue and as shown on Map and Assessment Diagram marked Exhibit "B," attached hereto and incorporated herein by reference as though fully set forth, as an area within the City of Bakersfield.

Pursuant to the provisions of Chapter 13.04 of Title 13 of the Municipal Code of the City of Bakersfield, referred to as the Maintenance District Procedure, the Development Services Director makes and files this report and proposed assessment of and upon all parcels of property within the area for the cost of maintaining a public park and public street medians and other public street landscaping. The improvements generally include, but are not limited to, recreation and sports equipment including swings, slides, play structures and storage buildings; picnic facilities including tables, benches, barbecues, trash cans, drinking fountains and restrooms; irrigation system including water mains, sprinklers, fountains, and electrical wires, conduits and timers; plant forms including trees, shrubs, ground cover and turf; and sidewalks and walkways within parks now existing or hereafter to be constructed or planted in and for said area and are of a public nature. The assessment includes the cost of necessary repairs, replacement, water, electricity, care, supervision and all other items necessary for the proper maintenance and operation thereof, and all additions and improvements thereto which may hereafter be made.

For many years, public parks, public hardscaped and/or landscaped street median and other public street landscaping improvements in the City were maintained through traditional tax revenues. After Proposition 13, in 1978, funds available for maintenance and operation of parks, hardscaping and/or landscaping street median and other street landscaping improvements were substantially reduced. At present, the City's budget does not allow for maintenance and operation of park and street landscaping improvements of the type described above. Thus, without funds for maintenance and operating costs from a source other than general tax revenues, the City does not permit new public parks, hardscaping and/or landscaping street median and other street landscaping improvements to be constructed within the City.

Additional territory, as shown in Exhibit "B" is being added to the Consolidated Maintenance District for the maintenance of a park and public hardscaping and/or landscaping street median and other street landscaping. The area will be assigned appropriate park and street tiers in the Consolidated Maintenance District so that each parcel will be assessed the same amount as other parcels receiving a similar benefit.

All parcels within this area shall be assessed an amount not to exceed that established in Resolution No. 019-05 per equivalent dwelling unit (as that term is defined in Exhibit “C”) per parcel. In each subsequent year, annual assessments may increase by the cost of living reflected in the Los Angeles-Long Beach-Anaheim/All Urban Consumers Consumer Price EXHIBIT 1
Index. However, parcels will not be assessed until park and/or street landscaping and/or hardscaping median improvements have been installed. When park and/or street landscape and/or hard-scaping median improvements have been completed, the appropriate park and street tier levels will be assigned, but in no case shall the assessments exceed the amount established in Resolution No. 019-05 as escalated by the above-described Consumer Price Index.

All parcels as described in the Benefit Formula on file with the City Clerk within the area will be affected. Sensory benefits from installing street landscaping and/or hardscaping median improvements are aesthetic enhancement and open space enjoyment.

A public park will benefit all the residential lots and public median, and street landscaping will benefit all the lots or parcels and will be assessed on an Equivalent Dwelling Unit basis throughout the area. The Benefit Formula is set forth herein as Exhibit "C" and attached hereto and incorporated in this resolution as though fully set forth herein.

NOW THEREFORE, I, PHILLIP BURNS, Development Services Director, by virtue of the power vested in me and the order of the Council of said City, hereby submit the Fiscal Year 2025-2026 Budget and Assessment Roll as set forth in Exhibit "D" and Exhibit "E," respectively, attached hereto and incorporated herein as though fully set forth, upon all parcels of property within additional territory subject to be assessed to pay the cost of maintenance and operation in said area.

Dated:

PHILLIP BURNS
Development Services Director
City of Bakersfield
Area 4-326
Containing: 0.49 Acres, more or less.

CUP CUP-24-0021
809 Chester Avenue Bakersfield California

LEGAL DESCRIPTION
An area located in Section 31, Township 29, Range 28 M.D.B. & M., more particularly described as follows:

EXHIBIT A

BENEFIT FORMULA
The factor for the tier level, which equals the street or tier number. This tier is assigned by the Parks and Recreation department for the entire area of the Consolidated Maintenance District.

Multiplied by
(Tier):

County Fee(Tier): The County of Kern Assessors Office charges a fee for each parcel added to their tax roll.

Total Assessment $= ((Park Rate x Park Tier) x EDU)) + ((Street Rate x Street Tier) x EDU) + (County Fee) Note: Since Proposition 218 was passed in November 1996, assessment rates for areas formed prior to Proposition 218 have been frozen at their current rate.

Areas formed between November 1996 and January 12, 2005 shall be assessed by the terms stated on their Proposition 218 ballot.

On January 12, 2005 the city passed Resolution 19-05 which allowed for an escalator on the maximum assessment. Any areas formed after Proposition 218 and which have ballots which include this escalator may be increased according to their ballot terms.

Rate:

Shall equal the dollar amount shown per the tier level of your zone of the Consolidated Maintenance District on Attachment A “Consolidated Maintenance District Cost per Tier” as approved by City Council Resolution 019-15. As per the Resolution, “Said amounts shall be increased annually by the cost of living increase reflected in the Los Angeles – Riverside – Orange County / All Urban Consumers Consumer Price Index.” Tier levels for both Parks and Street Landscaping in the 5 zones of the Consolidated Maintenance District are established by the Parks and Recreation Dept. through separate policy.

The number of Equivalent Dwelling Units (EDU's as defined on page 2 of this exhibit) for the parcel.

Multiplied by
(EDU):

EXHIBIT "C"

CONSOLIDATED MAINTENANCE DISTRICT

CITY OF BAKERSFIELD
Each parcel joining the Consolidated Maintenance Districtshall be assessed the amount as defined below:

EXHIBIT C
Single Family Residential Parcels: 1 EDU per Parcel
Mobile Home Parks: 1 EDU per Space / Lot
Multifamily Residential Parcels: .71 EDU per Unit
(Commercial / Industrial / Mixed Use): 6 EDU per Acre
Zone EDU's per gross acre
R-1 7.26
R-2 17.42
R-3 34.85
R-4 72.6
E: 4.36
R-S 1.82
R-S-1A 1
R-S-2.5A 0.4
R-S-5A 0.2 Commercial / Industrial / Mixed Use: 6 EDU per gross acre R-S-10A 0.1 Agricultural: 1 EDU per gross acre
Undeveloped ground in its natural state will be assigned EDU’s based on their zoning at max theoretical density as used by the City of Bakersfield Planning Dept. Those densities are:

A parcel may be added to the City of Bakersfield Consolidated Maintenance District if any of the below conditions occurs:

1. Bakersfield Municipal code 13.04.021:
“It is the policy of the city to include within a maintenance district all new developments that are subject to the Subdivision Map Act and that benefit from landscaping in the public right-of-way and/or public parks.

Nothing shall preclude the city from requesting formation of a maintenance district, or joining a a maintenance district, or updating the maintenance district documents as a condition of a zone change, or general plan amendment, or grading permit, or conditional use permit, or during site plan review where deemed necessary by the city."

2. Bakersfield Municipal Code 13.04.022 (a):
“No final map or certificate of compliance for a parcel map waiver may be recorded absent establishment of a maintenance district to provide for all future maintenance of any landscaping in the public right-ofway and of any public park required as a condition of approval of the development project for the area covered by the final map or parcel map waiver.”

3. City staff determines this is necessary as part of: Site Plan Review Conditions, Zone Change, a General Plan Amendment, or a Conditional Use Permit.

Equivalent Dwelling Units (EDU) shall be assigned using the following policy. EDU’s may also be adjusted given special conditions or agreements as necessary to adequately reflect the conditions of the site at the time of formation. Developed Parcels will be assessed by their actual units on their site as per their plans, map, or current use.

EXHIBIT C
Said assessment is made in accordance with the benefit formula attached hereto. 2025-2026
BUDGET
Gross Budget Amount Required $0.00
(City Staff Services or Contract, Supplies, Materials and Utilities) Estimated Beginning Fund Balance(Deficit) ** $0.00
Less: City Contributions $0.00

NET AMOUNT TO BE ASSESSED $0.00
** Previous Years Deficits No Longer Carried Forward.

MAINTENANCE DISTRICT AREA 4-326

EXHIBIT D
Assessor's Tax No. Total amount to
be collected for
FY (2025-2026)
009-242-15-00-1 $0.00
0 $0.00
0 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
Total $0.00
FISCAL YEAR 2025-2026
MAINTENANCE DISTRICT AREA 4-326

ASSESSMENT ROLL

EXHIBIT E

EXHIBIT F

EXHIBIT
Inclusion of a Subdivision into the Consolidated Maintenance District City of Bakersfield - Public Works Department
Attn: Manpreet S. Behl
1600 Truxtun Avenue
Bakersfield, California 93301
Dear Mr. Behl:

RE: Inclusion of CUP-24-0021 (809 Chester Avenue) in a Consolidated Maintenance District (CMD) (MD 4-326)
We, the undersigned, as owners of the property included within CUP-24-0021 (809 Chester Avenue) hereby request that the property be included within the CMD (MD 4-326). This request is in accordance with the requirements of Bakersfield Municipal Code Section 13.04.021. Enclosed is a check for $1,133.00 as required by the City to cover the costs of this inclusion into the CMD. If requested, our engineer will supply you with a computer disk copy of the map for your use.

We understand that under Proposition 218 and Government Code section 53753 ("applicable law"), a City Council hearing will be held for purposes of including the above property within the CMD (MD 4-326) and determining the amount of assessments. We hereby waive our right to have a hearing within the time parameters set forth in the applicable law. We further understand that the hearing is scheduled for ____ , 20_ at 5:15 in the Council Chambers located at 1501 Truxtun Ave., Bakersfield, CA 93301. We hereby waive our right to further notice of that hearing.
onal egrete - Executive Director
arities of The Diocese of Fresno, Inc.,
a California non-profit, public benefit, corporation
Date
' / 1 / 2-h
9 9 2 3

EXHIBIT H

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RESOLUTION NO. _____________
A RESOLUTION ADDING TERRITORY, AREA 5-142 (3615

SHELLMACHER AVENUE) TO THE CONSOLIDATED
MAINTENANCE DISTRICT; APPROVING, CONFIRMING AND
ADOPTING THE DEVELOPMENT SERVICES DIRECTOR’S REPORT,

THE BOUNDARIES OF THE ADDITION, THE FAIRNESS OF THE

BENEFIT FORMULA, AND THE AMOUNT OF THE ASSESSMENT TO
BE LEVIED AGAINST EACH PARCEL. (WARD 1)
WHEREAS, the Development Services Director has filed with the City Clerk the Development Services Director’s Report, including a budget, assessment formula, improvements to be maintained by the district, description of property and proposed assessments; and
WHEREAS, Chapter 13.04 of Title 13 of the Municipal Code of the City of Bakersfield provides for a procedure by which the City Council may provide for the payment of the whole or any part of the costs and expenses of maintaining and operating any public improvements which are local in nature, from annual benefit assessments apportioned among the lots or parcels of property within the established Consolidated Maintenance District (“CMD”). The assessments to be placed on parcels within this district area reflect that portion of the cost of maintenance of a public park and public street landscaping ("special benefit") above and beyond the basic cost of maintenance of a public park and public street landscaping throughout the City ("general benefit"); and WHEREAS, as set forth in the attached Development Services Director’s Report (Exhibit 1), the property within this new area reflects that portion of the cost of maintenance of public street landscaping and/or a public park, based on the location of said improvements in or near said area, above and beyond the general benefit of parcels within the City that are not part of the CMD. Each parcel within this area will be assessed its proportionate share of special benefit based on its zoning and size.

WHEREAS, it is the intention of the City Council of the City of Bakersfield to add Area 5-142 (3615 Shellmacher Avenue) generally described in Exhibit "A" attached hereto, to the CMD, in order to maintain local improvements including street landscaping and/or a public park; and
WHEREAS, the City Council of the City of Bakersfield, State of California, heretofore by Resolution of Intention No. 2273 declared its intention to add territory to the CMD, preliminarily confirmed and approved the Development Services Director's Report, the boundaries of the proposed additional territory, the

Page 2 of 4 ends

fairness of the benefit formula, and the amount of assessment to be levied against each parcel. Said additional territory shall be designated Area 5-142, as shown and designated on that certain map entitled “Map and Assessment Diagram for Addition of Territory, 5-142 (3615 Shellmacher Avenue), to the Consolidated Maintenance District, Bakersfield, California,” for this fiscal year on file in the offices of the City Clerk and Development Services Director, City of Bakersfield; and

NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Bakersfield, State of California, as follows:

1. The foregoing recitals are true and correct and are incorporated herein.

2. The Council hereby adds territory, Area 5-142 to the CMD and confirms and adopts the Development Services Director’s Report, including the amounts of assessment for each assessed parcel.

3. Exhibits "A" and "B" describe the additional territory.

5. The Kern County Tax Collector is hereby authorized to collect such assessments.

Page 3 of 4 ends

AYES: COUNCILMEMBER ARIAS, GOZALES, WEIR, SMITH, KOMAN, BASHIRTASH, KAUR NOES: COUNCILMEMBER
ABSTAIN: COUNCILMEMBER
ABSENT: COUNCILMEMBER
___________________________________

JULIE DRIMAKIS, MMC
CITY CLERK and Ex Officio Clerk of
the Council of the City of Bakersfield
APPROVED: _____________________
By __________________________

KAREN GOH
Mayor
APPROVED AS TO FORM:

Page 4 of 4 ends

VIRGINIA GENNARO, CITY ATTORNEY
By _________________________

VIRIDIANA GALLARDO-KING
Deputy City Attorney
Attachments: Exhibit "C" Exhibit "G"
Exhibit “1” Exhibit "D" Exhibit "H"
Exhibit “A” Exhibit "E"
Exhibit “B” Exhibit “F”
EXHIBIT 1

DEVELOPMENT SERVICES DIRECTOR'S REPORT
ADDITION OF TERRITORY, AREA 5-142
Fiscal Year 2025-2026
Addition of territory to the Consolidated Maintenance District, as shown in Exhibit "A" is described as 3615 Shellmacher Avenue and as shown on Map and Assessment Diagram marked Exhibit "B," attached hereto and incorporated herein by reference as though fully set forth, as an area within the City of Bakersfield.

Dated:

PHILLIP BURNS
Development Services Director
City of Bakersfield
Area 5-142
Containing: 0.15 Acres, more or less.

Grading Permit GP-25-0039
3615 Shellmacher Avenue Bakersfield California

LEGAL DESCRIPTION
An area located in Section 17, Township 30, Range 28 M.D.B. & M., more particularly described as follows:

EXHIBIT A

Multiplied by
(Tier):

County Fee(Tier): The County of Kern Assessors Office charges a fee for each parcel added to their tax roll.

Areas formed between November 1996 and January 12, 2005 shall be assessed by the terms stated on their Proposition 218 ballot.

Rate:

The number of Equivalent Dwelling Units (EDU's as defined on page 2 of this exhibit) for the parcel.

Multiplied by
(EDU):

EXHIBIT "C"

CONSOLIDATED MAINTENANCE DISTRICT

CITY OF BAKERSFIELD
Each parcel joining the Consolidated Maintenance Districtshall be assessed the amount as defined below:

A parcel may be added to the City of Bakersfield Consolidated Maintenance District if any of the below conditions occurs:

3. City staff determines this is necessary as part of: Site Plan Review Conditions, Zone Change, a General Plan Amendment, or a Conditional Use Permit.

EXHIBIT C
Said assessment is made in accordance with the benefit formula attached hereto. 2024-2025
BUDGET
Gross Budget Amount Required $0.00
(City Staff Services or Contract, Supplies, Materials and Utilities) Estimated Beginning Fund Balance(Deficit) ** $0.00
Less: City Contributions $0.00

NET AMOUNT TO BE ASSESSED $0.00
** Previous Years Deficits No Longer Carried Forward.

MAINTENANCE DISTRICT AREA 5-142

EXHIBIT D
Assessor's Tax No. Total amount to
be collected for
FY (2024-2025)
172-132-09-00-3 $0.00
0 $0.00
0 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
Total $0.00
FISCAL YEAR 2024-2025
MAINTENANCE DISTRICT AREA 5-142

ASSESSMENT ROLL

EXHIBIT E
Exhibit F
Exhibit F
Exhibit
Inclusion of a Subdivision into the Consolidated Maintenance District City of Bakersfield - Public Works Department
Attn: Manpreet S. Behl
1600 Truxtun Avenue
Bakersfield, California 93301
Dear Mr. Behl:

RE: Inclusion of GP-25-0039 (3615 Shellmacher Avenue) in a Consolidated Maintenance District (CMD) (MD 5-142)
We, the undersigned, as owners of the property included within GP-25-0039 (3615 Shellmacher Avenue) hereby request that the property be included within the CMD (MD 5-142). This request is in accordance with the requirements of Bakersfield Municipal Code Section 13.04.021. Enclosed is a check for $1,133.00 as required by the City to cover the costs of this inclusion into the CMD. If requested, our engineer will supply you with a computer disk copy of the map for your use.

We understand that under Proposition 218 and Government Code section 53753 ("applicable law"), a City Council hearing will be held for purposes of including the above property within the CMD (MD 5-142) and determining the amount of assessments. We hereby waive our right to have a hearing within the time parameters set forth in the applicable law. We further understand that the hearing is scheduled for , 20_ at 5: 15 in the Council Chambers located at 1501 Truxtun Ave., Bakersfield, CA 93301. We hereby waive our right to further notice of that hearing.

Respectfully,
Betsy McG vern-Garcia - Executive Director
Bakersfiel Community Land Trust
Date
Exhibit H

Page 1 of 4 ends

RESOLUTION NO. _____________
A RESOLUTION ADDING TERRITORY, AREA 5-143 (2617

NORMAN AVENUE) TO THE CONSOLIDATED MAINTENANCE
DISTRICT; APPROVING, CONFIRMING AND ADOPTING THE
DEVELOPMENT SERVICES DIRECTOR’S REPORT, THE

BOUNDARIES OF THE ADDITION, THE FAIRNESS OF THE BENEFIT

FORMULA, AND THE AMOUNT OF THE ASSESSMENT TO BE
LEVIED AGAINST EACH PARCEL. (WARD 1)
WHEREAS, the Development Services Director has filed with the City Clerk the Development Services Director’s Report, including a budget, assessment formula, improvements to be maintained by the district, description of property and proposed assessments; and
WHEREAS, Chapter 13.04 of Title 13 of the Municipal Code of the City of Bakersfield provides for a procedure by which the City Council may provide for the payment of the whole or any part of the costs and expenses of maintaining and operating any public improvements which are local in nature, from annual benefit assessments apportioned among the lots or parcels of property within the established Consolidated Maintenance District (“CMD”). The assessments to be placed on parcels within this district area reflect that portion of the cost of maintenance of a public park and public street landscaping ("special benefit") above and beyond the basic cost of maintenance of a public park and public street landscaping throughout the City ("general benefit"); and WHEREAS, as set forth in the attached Development Services Director’s Report (Exhibit 1), the property within this new area reflects that portion of the cost of maintenance of public street landscaping and/or a public park, based on the location of said improvements in or near said area, above and beyond the general benefit of parcels within the City that are not part of the CMD. Each parcel within this area will be assessed its proportionate share of special benefit based on its zoning and size.

WHEREAS, it is the intention of the City Council of the City of Bakersfield to add Area 5-143 (2617 Norman Avenue) generally described in Exhibit "A" attached hereto, to the CMD, in order to maintain local improvements including street landscaping and/or a public park; and
WHEREAS, the City Council of the City of Bakersfield, State of California, heretofore by Resolution of Intention No. 2274 declared its intention to add territory to the CMD, preliminarily confirmed and approved the Development Services Director's Report, the boundaries of the proposed additional territory, the

Page 2 of 4 ends

fairness of the benefit formula, and the amount of assessment to be levied against each parcel. Said additional territory shall be designated Area 5-143, as shown and designated on that certain map entitled “Map and Assessment Diagram for Addition of Territory, 5-143 (2617 NormanD Avenue), to the Consolidated Maintenance District, Bakersfield, California,” for this fiscal year on file in the offices of the City Clerk and Development Services Director, City of Bakersfield; and

NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Bakersfield, State of California, as follows:

1. The foregoing recitals are true and correct and are incorporated herein.

2. The Council hereby adds territory, Area 5-143 to the CMD and confirms and adopts the Development Services Director’s Report, including the amounts of assessment for each assessed parcel.

3. Exhibits "A" and "B" describe the additional territory.

5. The Kern County Tax Collector is hereby authorized to collect such assessments.

Page 3 of 4 ends

AYES: COUNCILMEMBER ARIAS, GOZALES, WEIR, SMITH, KOMAN, BASHIRTASH, KAUR NOES: COUNCILMEMBER
ABSTAIN: COUNCILMEMBER
ABSENT: COUNCILMEMBER
___________________________________

JULIE DRIMAKIS, MMC
CITY CLERK and Ex Officio Clerk of
the Council of the City of Bakersfield
APPROVED: _____________________
By __________________________

KAREN GOH
Mayor
APPROVED AS TO FORM:

Page 4 of 4 ends

VIRGINIA GENNARO, CITY ATTORNEY
By _________________________

VIRIDIANA GALLARDO-KING
Deputy City Attorney
Attachments: Exhibit "C" Exhibit "G"
Exhibit “1” Exhibit "D" Exhibit "H"
Exhibit “A” Exhibit "E"
Exhibit “B” Exhibit “F”
EXHIBIT 1

DEVELOPMENT SERVICES DIRECTOR'S REPORT
ADDITION OF TERRITORY, AREA 5-143
Fiscal Year 2025-2026
Addition of territory to the Consolidated Maintenance District, as shown in Exhibit "A" is described as 2617 Norman Avenue and as shown on Map and Assessment Diagram marked Exhibit "B," attached hereto and incorporated herein by reference as though fully set forth, as an area within the City of Bakersfield.

Dated:

PHILLIP BURNS
Development Services Director
City of Bakersfield
Area 5-143
Containing: 0.14 Acres, more or less.

Grading Permit GP-25-0057
2617 Norman Avenue Bakersfield California

LEGAL DESCRIPTION
An area located in Section 12, Township 30, Range 27 M.D.B. & M., more particularly described as follows:

EXHIBIT A

Multiplied by
(Tier):

County Fee(Tier): The County of Kern Assessors Office charges a fee for each parcel added to their tax roll.

Areas formed between November 1996 and January 12, 2005 shall be assessed by the terms stated on their Proposition 218 ballot.

Rate:

The number of Equivalent Dwelling Units (EDU's as defined on page 2 of this exhibit) for the parcel.

Multiplied by
(EDU):

EXHIBIT "C"

CONSOLIDATED MAINTENANCE DISTRICT

CITY OF BAKERSFIELD
Each parcel joining the Consolidated Maintenance Districtshall be assessed the amount as defined below:

A parcel may be added to the City of Bakersfield Consolidated Maintenance District if any of the below conditions occurs:

3. City staff determines this is necessary as part of: Site Plan Review Conditions, Zone Change, a General Plan Amendment, or a Conditional Use Permit.

NET AMOUNT TO BE ASSESSED $0.00
** Previous Years Deficits No Longer Carried Forward.

MAINTENANCE DISTRICT AREA 5-143

EXHIBIT D
Assessor's Tax No. Total amount to
be collected for
FY (2025-2026)
023-082-06-00-3 $0.00
0 $0.00
0 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
1 $0.00
Total $0.00
FISCAL YEAR 2025-2026
MAINTENANCE DISTRICT AREA 5-143

ASSESSMENT ROLL

EXHIBIT E

EXHIBIT F

EXHIBIT G

EXHIBIT H

ADMINISTRATIVE REPORT
MEETING DATE: June 24, 2026 AGENDA CATEGORY: Consent
TO: Honorable Mayor and City Council
FROM: Christi Tenter, Human Resources Director
DATE: June 4, 2026
SUBJECT: Job Specification and Salary Resolution Updates

1. Revised Job Specifications: Grants Administrator #59905

2. Class Specification Audit and Request for General Language Updates

3. Amendment No. 47 to Resolution No. 44-93 setting salaries and related benefits for the Temporary Unit.

4. Amendment No. 1 to Resolution No. 145-2025 setting salaries and related benefits for the General Supervisory and Management Unit.

RECOMMENDATION:

Staff recommends adoption of the revised job specifications and Resolutions.

BACKGROUND:

Human Resources oversees the administration of citywide class specifications. Periodically class specifications require updates to reflect changes and/or modernization to reflect current duties and required minimum qualifications. These updates provide an accurate description of the job duties, which is essential in providing candidates with a comprehensive overview of positions during recruitment efforts. New classifications may also be created to support organizational growth and skills required to meet work requirements. A summary of position updates to support current operational goals is summarized below:

1. Grants Administrator #59905: On January 22, 2025, the classification of Grants Administrator #82940 was approved to manage multiple contract agreements, managing the relationships not only with the providers, but also community-based organizations, and host community meetings. Based on review of duties, following the departure of the initial incumbent, and recent organization changes, the position has recommended language modifications, including a correction to reassign to the supervisory unit. The revised specification was presented and approved by the Miscellaneous Civil Service Board at their May 15, 2026, meeting.

2. Extra Help – Principal #91500: The City seeks to assess options for employing retired annuitants in Extra-Help positions. The primary role would be a management-level position that could provide support for special projects and serve as interim coverage for vacant positions.

A retired annuitant is a former employee who retired and separated from service with the City of Bakersfield. Due to prior service, incumbents possess a working knowledge of staff, programs and policy. Those returning will readily be able to assist with limited-term assignments or specific intermittent projects while providing a continuance of services and limiting workflow disruptions for a limited duration appointment. Retired annuitants have specific employment conditions regulated by the California Public Employees' Retirement System (CalPERS). A particular requirement limits the annual hours an incumbent may be employed and requires pay rates be part of an approved salary schedule. The position has been established based on a variety of projects and work duties within the department where extra-help assistance has been identified.

3. Classification Audit: A recent audit has identified language updates for consistency and to reflect essential duties. As a result, recommendations to remove, and in some cases add, driving minimum qualifications from established class specifications as driving duties are not essential or alternatives are available. Class specifications have language, “May require possession of a valid California Class "C" driver's license,” shown in the “Licenses; Certificates; and Special Requirements” section of the specification. Staff recommend approval of a general class specification update for the classes and actions listed below, in-lieu-of class specifications returning for approval individually. The request was presented and approved by the Miscellaneous Civil Service Board at their May 15, 2026, meeting.

Code Class Specification Title Action
88050 ASSISTANT PUBLIC WORKS DIRECTOR Add
88380 CIVIL ENGINEER IV Add
58300 ENGINEER III - WASTEWATER Add
89450 PLANNING DIRECTOR Add
88370 TRAFFIC ENGINEER Add
26030 ACCOUNTANT I Remove
57950 ACCOUNTANT II Remove
26235 ADMIN & FISCAL SVC SPEC I Remove
26240 ADMIN & FISCAL SVC SPEC II Remove
26110 ADMINISTRATIVE ANALYST II Remove
57185 BUDGET ANALYST Remove
25200 COMPUTER DRAFTING TECH I Remove
25240 COMPUTER DRAFTING TECH II Remove
25030 DEVELOPMENT SERVICES TECH Remove
26095 ENTERPRISE BUSINESS ANALYST Remove
57075 FISCAL & ADMIN SVCS SUPERVISOR Remove
25015 GUEST SERVICES REPRESENTATIVE Remove
26070 OPERATIONS SUPPORT SPECIALIST Remove
26130 PERFORMANCE ANALYST I Remove
26135 PERFORMANCE ANALYST II Remove
27020 PLAN CHECKER-ELECTRICAL SPEC Remove
27030 PLAN CHECKER-PLUMB & MECH SPEC Remove
27050 PLAN CHECKER-RESIDENTIAL SPEC Remove
26455 RISK MANAGEMENT SPECIALIST Remove
26315 SENIOR LEGAL SECRETARY Remove
FISCAL IMPACT:

No additional budget requests, amounts are inclusive of Fiscal year 2025-26 allocations or are administrative with no fiscal impact.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

1. Grants Administrator 59905

2. Reso 044-93 Amend 47 6.24.26

3. Reso 145-2025 Amend 1 6.2426
CITY OF BAKERSFIELD CLASS SPECIFICATION: 59905
UNIT: GENRERAL SUPERVISORY
EE04: PROFESSIONALS
CLASS TITLE: GRANTS ADMINISTRATOR
CLASS SUMMARY:

Under general direction, plans, supervises, trains, and coordinates the activities of staff responsible for implementing, monitoring and reporting a grant portfolio related to community development grant programs; to coordinate assigned activities with other City departments, divisions, and outside agencies; and to provide highly responsible and complex administrative support to department management; and performs other work as assigned.

REPRESENTATIVE DUTIES:

The following typical tasks and responsibilities are representative of this classification.

They are descriptive, not limiting.

Essential Duties:
 Plans, supervises, and coordinates the activities of assigned staff responsible for implementing grant activities and all related reporting requirements;  Facilitates project meetings, documents project decisions, progress, and next steps;
 Confers with stakeholders and grant partners to ensure programs/applications meet requested objectives;
 Creates and documents long-term strategies for project related operations;  Develops and supervises the implementation of goals, objectives, policies, and priorities for housing, homeless, community development programs and grants;  Ensures effective communication between stakeholders, and internal and external partners;
 Prepares grant revisions, amendments, and/or extensions as deemed necessary;  Continuously monitor and evaluate the efficiency and effectiveness of service delivery methods and procedures;
 Develops specialized reports, critical to quality metrics and key performance indicators related to grant funded projects;
 Assesses and monitors workload, administrative and support systems, and internal reporting relationships;
 Participates in the development and administration of the housing, homeless, community development programs and grants annual budget;  Directs the monitoring of and approve expenditures; direct and implement adjustments as necessary.
 Serves as a liaison for the department with other City departments, divisions, and outside agencies;
 Prepares and presents staff reports and other necessary correspondence.

DISTINGUISHING CHARACTERISTICS:

The Grants Administrator is the professional supervisory-level classification responsible for development and coordination of multiple grant programs life-cycles and activities within the department. The position is distinguished from the analyst classification, as the CLASS TITLE: GRANTS ADMINISTRATOR 59905

2 latter perform components of project activities but do not develop or own the full scope of an assigned project/grant.

MINIMUM QUALIFICATIONS:

Knowledge of:
 Principles and practices of effective employee supervision, including selection, training, performance evaluation, motivation, and coaching;  Related Federal, State, and local laws, codes, and regulations;  Operational characteristics, services, and activities of community development programs;
 Organizational and management practices as applied to the analysis and evaluation of community development grants policies and operational needs;  Modern and complex principles and practices of housing, homeless, and community development grant development and administration;  Principles and practices of budget preparation, development and administration;  Principles and practices of effective project management principles, best practices, tools and methods;
 Customer service and collaborative problem-solving techniques and practices;  Techniques for effective technical documentation and report writing;  Organizing work, setting priorities, meeting critical deadlines, and following up on assignments with minimum direction;
 Principles and practices of research, analysis, and report writing;  Regulatory and programmatic requirements and services as they relate to assigned program;
 Personal computer applications related to work.

Ability to:
 Plan, coordinate, supervise, assign, and evaluate work;  Interpret regulations with firmness, tact, and impartiality;  Make sound independent judgments within established guidelines;  Establish and maintain effective working relationships with vendors, property owners, stakeholders, grant partners, and other agencies;  Communicate clearly and concisely, orally and in writing;  Represent the city and department in a professional manner;  Operate a personal computer, at a highly proficient level, computer applications, and software including Word, Excel, and other software relevant to the assigned program area; as well as social media platforms;
 Effectively handle multiple priorities, organize workload, and meet deadlines;  Maintain accurate records and prepare clear, concise and well-written letters, notices, reports and documentation and making clear oral presentations;  Conduct meetings including preparing and presenting appropriate information;  Provide administrative and professional leadership and direction for grant programs;
 Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.

CLASS TITLE: GRANTS ADMINISTRATOR 59905

3  Negotiate and manage contracts with consultants and developers. Research, analyze, and evaluate new housing, homeless, community development programs and grant service delivery methods, procedures, and techniques.  Prepare and administer budgets;
 Manage and track project procurements and budgets;
 Prioritize and manage work against critical project timelines in a fast-paced environment;
 Exercise independent judgment and initiative within established guidelines;  Work both independently and in a team-orientated, collaborative environment;  Carry out tasks and assignments independently with careful attention to detail;  Prepare and present clear and concise technical or analytical reports and visually engaging presentations for various stakeholders;
• Interpret and apply program requirements and/or regulatory practices, rules, and policies to actual situations;
 Collect and analyze data and reach a sound conclusion.

Training and Experience:
 A Bachelor’s Degree from an accredited college or university in in planning, public administration, business administration, or related field; AND  Three (3) years of professional progressively responsible experience in the development, delivery, monitoring, or evaluation of complex administrative programs/projects which must include at least one (1) year of supervision; OR  Equivalent combination of training and experience which provides the capabilities to perform the described duties.

Licenses, Certificates and Special Requirements:
 Possession of a valid California Class “C” Driver’s License.

Physical Conditions or Special Working Conditions:
 Standard office environment and working conditions.
 Requires off-site field visits to attend meetings and oversee and evaluate project status.

Approved by Miscellaneous Civil Service Board: January 24, 2025 Approved by the City Council: January 22, 2025
Approved by Miscellaneous Civil Service Board:

Approved by the City Council:
1 RESOLUTION NO. ___________
AMENDMENT NO. 47 TO RESOLUTION NO. 44-93

SETTING SALARIES AND RELATED BENEFITS FOR

THE TEMPORARY UNIT
WHEREAS, Resolution No 44-93 sets salaries and related benefits for employees of the Temporary Unit; and
WHEREAS, the City desires to make amendment thereof;
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Bakersfield that effective immediately following Council action, a portion of the Salary Schedule, a part of Resolution No. 44-93, is hereby amended as follows:

1. Resolution No. 44-93 is hereby amended by revising the salaries of the following class titles in the Temporary Unit:
91500 D Extra Help – Principal
Step 1 Step 2 Step 3 Step 4
$50.000 $55.000 $60.000 $65.000
----------oOo----------
2 I HEREBY CERTIFY that the foregoing Resolution was passed and adopted, by the Council of the City of Bakersfield at a regular meeting thereof held on ______________________________ by the following vote:

AYES: COUNCILMEMBER ARIAS, GONZALES, WEIR, SMITH, KOMAN, BASHIRTASH, KAUR NOES: COUNCILMEMBER _______________________________________________________________ ABSTAIN: COUNCILMEMBER _______________________________________________________________ ABSENT: COUNCILMEMBER ______________________________________________________________ _ ________________________________

JULIE DRIMAKIS
CITY CLERK and Ex Officio Clerk of the
Council of the City of Bakersfield
APPROVED: _________________
By __________________________

KAREN GOH
Mayor
APPROVED AS TO FORM:

By _________________________
VIRGINIA A. GENNARO
CITY ATTORNEY of the City of Bakersfield
RESOLUTION NO. _______
AMENDMENT NO. 1 TO RESOLUTION NO. 145-2025

SETTING SALARIES AND RELATED BENEFITS FOR

OFFICERS AND EMPLOYEES OF THE GENERAL

SUPERVISORY AND MANAGEMENT UNITS
WHEREAS, Resolution No. 145-2025 sets salaries and related benefits for employees of the General Supervisory and Management Units, NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Bakersfield that effective immediately following Council action, the Salary Schedule, a part of the Resolution No. 145-2025 is hereby amended as follows:

1. Resolution No. 145-2025 is hereby amended by including and revising the salaries of the following class titles in the General Supervisory and Management Units:
59905 C Grants Administrator
Step1 Step 2 Step 3 Step 4 Step 5
$ 43.783 $45.972 $48.277 $50.685 $53.227

2. Except as amended herein, all other provisions of Resolution No. 145- 2025, together with amendatory resolutions, remain in full force and effect. ----------oOo----------
I HEREBY CERTIFY that the foregoing Resolution was passed and adopted, by the Council of the City of Bakersfield at a regular meeting thereof held on ______________________________ by the following vote:

JULIE DRIMAKIS, MMC
CITY CLERK and Ex Officio Clerk of
the Council of the City of Bakersfield
APPROVED: _________________
By __________________________

KAREN GOH
Mayor
APPROVED AS TO FORM:

VIRGINIA GENNARO, CITY ATTORNEY
By _________________________
VIRGINIA A. GENNARO
CITY ATTORNEY of the City of Bakersfield

ADMINISTRATIVE REPORT
MEETING DATE: June 24, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Brent Stratton, Police Chief
DATE: June 9, 2026
SUBJECT: Agreement with Community Action Partnership of Kern (CAPK) (not-to-exceed $630,000) for Intensive Case Management Services
RECOMMENDATION:

Staff recommend approval of the agreement.

BACKGROUND:

In October 2024, the City of Bakersfield was awarded $1,999,374 in grant funding through the California Board of State and Community Corrections (BSCC) to address homelessness through supportive mental health services, substance use disorder treatment, and diversion programs. The funding is administered by the City’s Community Vitality Unit to enhance case management and supportive services for justiceimpacted individuals and those experiencing chronic homelessness.

To implement the program, the City released a Request for Proposals (RFP) on October 7, 2024, for Intensive Case Management services. Following the competitive procurement process, Psychiatric Wellness Center (PWC) was selected to provide services to chronically homeless, justice impacted individuals with a history of mental health, substance abuse or co-occurring issues, and was ultimately awarded an agreement not-to-exceed $858,750.

On May 6, 2026, PWC notified the City of its intent to terminate its agreement effective July 13, 2026. To ensure continuity of services and maintain compliance with BSCC grant requirements, the City issued a new Request for Proposals on May 11, 2026, seeking a qualified provider to continue delivering intensive case management services for individuals experiencing chronic homelessness. Following the competitive procurement process, CAPK submitted a responsive proposal and was selected to provide the services.

The proposed agreement will utilize the remaining available Category 1 grant funding, in an amount not to exceed $630,000, to ensure the uninterrupted provision of these critical services and advance the goals of the City’s Homeless Strategic Action Plan to reduce homelessness, prevent recidivism, and increase access to permanent supportive housing.

FISCAL IMPACT:

State grant funds will be allocated to support these programs and will not impact the City’s General Fund.

COUNCIL GOAL:

Community Character & Quality of Life
Safety and Resilience
Innovative and Efficient City Government
ATTACHMENTS:

Agreement and Exhibits
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 AGREEMENT NO. ______ _

INDEPENDENT CONTRACTOR'S AGREEMENT
[Over $100,000]
This INDEPENDENT CONTRACTOR'S AGREEMENT ("Agreement") is made and entered into on _________ , by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as "CITY"), and Community Action Partnership of Kern (CAPK) a Corporation authorized to do business in California (referred to herein as "CONTRACTOR").

RECITALS
WHEREAS, in October 2024, the Board of State and Community Corrections' (BSCC) awarded the City of Bakersfield a multi-year $1,999,374 Proposition 47: Safe Neighborhoods and Schools Act Grant to support implementation of the Bakersfield Homeless Services and Prevention Initiative (the Initiative); and WHEREAS, the Initiative addresses homelessness through targeted interventions, focusing on three main objectives: ( 1) addressing the parole to homeless pipeline; (2) strengthening support services; and (3) increasing transitions to permanent housing; and WHEREAS, a key strategy of the Initiative is to facilitate intensive case management services for individuals with a history of mental health and substance use disorders; and WHEREAS, on October 7, 2024, CITY issued a Request for Proposals (RFP) for the provision of intensive case management services for individuals identified as chronically homeless, and subsequently entered into an agreement with a service provider to perform such services; and
WHEREAS, the service provider notified CITY of its intent to terminate the agreement effective July 13, 2026; and
WHEREAS, on May 11, 2026, CITY issued a subsequent RFP for the continued provision of intensive case management services for individuals identified as chronically homeless, and CONTRACTOR submitted a proposal responsive to the RFP; and WHEREAS, CONTRACTOR represents that CONTRACTOR is experienced, well qualified and a specialist in the field of homeless services and prevention.

NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:

1. SCOPE OF WORK. In exchange for the Compensation (defined below), CONTRACTOR shall perform the following: deliver intensive case management services for justice-impacted and chronically homeless individuals with mental health, substance use, or co-occurring disorders in alignment with Proposition 47

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 program objectives, Housing First principles, and the City of Bakersfield's Community Vitality initiative, as further detailed in Exhibit A attached hereto ("Scope of Work"). The Scope of Work shall include all items and procedures necessary to properly complete the task CONTRACTOR has been hired to perform, whether specifically included in the Scope of Work or not.

2. GOVERNING DOCUMENTS. All work performed under this agreement is subject to the rules, requirements, proposals, objectives, and guidelines set forth in the following documents and attached hereto as Exhibit B:

2.1 City of Bakersfield Local Evaluation Plan (LEP) - Bakersfield Homeless Services and Prevention Initiative (HSPI).

2.2 BSCC Proposition 47 Cohort 4 RFP.

2.3 BSCC Grant Award# BSCC 1314-24.

2.4 BSCC Grant Administration Guide.

2.5 Certification of Compliance with BSCC Policies Regarding Debarment, Fraud, Theft, and Embezzlement, and Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards.

3. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work ("Compensation"):

On a time/material basis in accordance with the rates as shown on Exhibit A.

CITY will pay CONTRACTOR within thirty (30) days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed and that invoice is approved by CITY. CONTRACTOR shall submit an itemized invoice for services rendered during each billing period no later than the last day of the month immediately following the billing period. The Compensation will be the total amount paid to CONTRACTOR for performing the Scope of Work and includes, but is not limited to, all out-of-pocket costs and taxes. CITY will pay no other compensation to CONTRACTOR. In no case will CITY compensate CONTRACTOR more than $630,000.00 for performing the Scope of Work.

4. GRANT PERIOD. The BSCC Proposition 47 Cohort 4 Grant Period is October 3, 2024 - June 30, 2028. The selected contractor shall remain under contract through June 30, 2028, solely to allow for fiscal and administrative closeout activities, including final billing and reporting. Active service delivery must conclude by March 31, 2028, and no reimbursement will be provided for services rendered after that date.

5. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 on June 30, 2028.

6. TERMINATION. Either party may terminate this Agreement after giving the other party written notice, as provided herein, ten ( 10) days before the termination is effective.

7. ACCOUNTING RECORDS. CONTRACTOR shall maintain accurate accounting records and other written documentation pertaining to all costs incurred in performance of this Agreement. Such records and documentation shall be kept at CONTRACTOR's office during the term of this Agreement, and for a period of three (3) years from the date of the final payment hereunder, and made available to CITY representatives upon request at any time during regular business hours.

8. 9.

10. 11.

ASSIGNMENT. Neither this Agreement nor any rights, interests, duties, liabilities, obligations or responsibilities arising out of, concerning or related in any way to this Agreement (including, but not limited to, accounts, actions, causes of action, claims, damages, demands, liabilities, losses, obligations, or reckonings of any kind or nature whatsoever, for compensatory or exemplary and punitive damages, or declaratory, equitable or injunctive relief, whether based on contract, equity, tort or other theories of recovery provided for by the common or statutory law) may be assigned or transferred by any party. Any such assignment is prohibited, and shall be unenforceable and otherwise null and void without the need for further action by the non-assigning party or parties.

BINDING EFFECT. The rights and obligations of this Agreement shall inure to the benefit of, and be binding upon, the parties to the Agreement and their heirs, administrators, executors, personal representatives, successors and assigns.

COMPLIANCE WITH ALL LAWS. CONTRACTOR shall, at CONTRACTOR's sole cost, comply with all of the requirements of municipal, state, and federal authorities now in force, or which may hereafter be in force, pertaining to this Agreement, and shall faithfully observe in all activities relating to or growing out of this Agreement all municipal ordinances and state and federal statutes, rules or regulations, and permitting requirements now in force or which may hereafter be in force including, without limitation, obtaining a City of Bakersfield business tax certificate (Bakersfield Municipal Code Chapter 5.02) where required.

NON-DISCRIMINATION CLAUSE AND CIVIL RIGHTS COMPLIANCE. During the performance of this Agreement, CONTRACTOR and its subcontractors shall not deny the contract's benefits to any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor shall they discriminate unlawfully against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-G93CFCD77C05 and veteran status. CONTRACTOR and subcontractors shall ensure that the evaluation and treatment of employees and applicants for employment are free of such discrimination. CONTRACTOR and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code§ 12900 et seq.), the regulations promulgated thereunder (Cal. Code Regs., tit. 2, § 11000 et seq.), the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Gov. Code §§ 11135-11139.5), and the regulations or standards adopted by the awarding state agency to implement such article. CONTRACTOR shall permit access by representatives of the Department of Fair Employment and Housing and the awarding state agency upon reasonable notice at any time during the normal business hours, but in no case less than 24 hours' notice, to such of its books, records, accounts, and all other sources of information and its facilities as said Department or Agency shall require to ascertain compliance with this clause. CONTRACTOR and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. (See Cal. Code Regs., tit. 2, § 11105.) CONTRACTOR shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the Agreement.

12. BOOKS AND RECORDS. CONTRACTOR and subcontractors shall maintain adequate fiscal and project books, records, documents, and other evidence pertinent to the subcontractor's work on the project in accordance with generally accepted accounting principles. Adequate supporting documentation shall be maintained in such detail so as to permit tracing transactions from the invoices to the accounting records, to the supporting documentation. These records shall be maintained for a minimum of three (3) years after the acceptance of the final grant project audit under the Grant Agreement and shall be subject to examination and/or audit by the BSCC or designees, state government auditors or designees, or by federal government auditors or designees.

13. ACCESS TO BOOKS AND RECORDS. CONTRACTOR and subcontractors shall make such books, records, supporting documentations, and other evidence available to the BSCC or designee, the State Controller's Office, the Department of General Services, the Department of Finance, California State Auditor, and their designated representatives during the course of the project and for a minimum of three (3) years after acceptance of the final grant project audit. CONTRACTOR and subcontractors shall provide suitable facilities for access, monitoring, inspection, and copying of books and records related to the grant-funded project.

14. PROJECT ACCESS. CITY shall ensure that the BSCC, or any authorized representative, will have suitable access to project activities, sites, staff, and documents at all reasonable times during the grant period including those maintained by subcontractors. Access to program records will be made available by CITY, CONTRACTOR and subcontractors for a period of three (3) years following the end of the grant period.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

15. CORPORATE AUTHORITY. Each individual signing this Agreement on behalf of entities represents and warrants that they are, respectively, duly authorized to sign on behalf of the entities and to bind the entities fully to each and all of the obligations set forth in this Agreement.

16. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be considered as an original and be effective as such.

17. DIRECTION. CONTRACTOR retains the right to control or direct the manner in which the services described herein are performed.

18. EQUIPMENT. CONTRACTOR will supply all equipment, tools, materials and supplies necessary to perform the services under this Agreement.

19. EXECUTION. This Agreement is effective upon the date first written above and is the product of negotiation and all parties are equally responsible for authorship of this Agreement. Section 1654 of the California Civil Code shall not apply to the interpretation of this Agreement.

20. EXHIBITS. In the event of a conflict between the terms, conditions or specifications set forth in this Agreement and those in exhibits attached hereto, the terms, conditions, or specifications set forth in this Agreement shall prevail. All exhibits to which reference is made in this Agreement are deemed incorporated in this Agreement, whether or not actually attached.

21. FURTHER ASSURANCES. Each party shall execute and deliver such papers, documents, and instruments, and perform such acts as are necessary or appropriate, to implement the terms of this Agreement and the intent of the parties to this Agreement.

22. GOVERNING LAW. The laws of the State of California will govern the validity of this Agreement and its interpretation and performance. Any litigation arising in any way from this Agreement shall be brought in Kern County, California.

23. INCLUDED DOCUMENTS. Any bid documents, including, without limitation, special provisions and standard specifications and any Request for Proposals, Request for Qualifications and responses thereto relating to this Agreement are incorporated by reference as though fully set forth herein.

24. INDEMNITY. CONTRACTOR shall indemnify, defend, and hold harmless CITY and CITY's officers, agents and employees against any and all liability, claims, actions, causes of action or demands whatsoever against them, or any of them, before administrative or judicial tribunals of any kind whatsoever, arising out of, connected with, or caused by CONTRACTOR or CONTRACTOR's employees, agents, independent contractors, companies, or subcontractors in the performance of, or in any way arising from, the terms and provisions of this Agreement whether or not caused in part by a party indemnified hereunder,

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Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 except for CITY's sole active negligence or willful misconduct.

25. INDEPENDENT CONTRACTOR. This Agreement calls for CONTRACTOR's performance of the Scope of Work as an independent contractor. CONTRACTOR is not an agent or employee of CITY for any purpose and is not entitled to any of the benefits provided by CITY to its employees. This Agreement shall not be construed as forming a partnership or any other association with CONTRACTOR other than that of an independent contractor.

26. INSURANCE.

26.1 Types and Limits of Insurance. In addition to any other insurance or security required under this Agreement, CONTRACTOR must procure and maintain, for the duration of this Agreement, the types and limits of insurance below ("Basic Insurance Requirements").

26.1.1 26.1.2

26.1.3 Automobile liability insurance, providing coverage for owned, non-owned, and hired autos on an occurrence basis for bodily injury, including death, of one or more persons, property damage, and personal injury, with limits of not less than $1,000,000 per occurrence.

Commercial general liability insurance, unless otherwise approved by CITY's Risk Manager, providing coverage on an occurrence basis for bodily injury, including death, of one or more persons, property damage, and personal injury, with limits of not less than $1,000,000 per occurrence. The policy must:

26.1.2.1 Provide contractual liability coverage for the terms of this Agreement;

26.1.2.2 Provide products and completed operations
coverage;

26.1.2.3 Provide premises, operations, and mobile equipment coverage; and

26.1.2.4 Contain an additional insured endorsement in favor of CITY and its mayor, council, officers, agents,
employees, and designated volunteers.

Workers' compensation insurance with limits of not less than $1,000,000 per occurrence. In accordance with the provisions of Labor Code Section 3700, every contractor will be required to secure the payment of compensation to his employees. Pursuant to Labor Code Section 1861, CONTRACTOR must submit to CITY the following certification before beginning any work on the

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Improvements:

I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for worker's compensation or to undertake selfinsurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

By executing this Agreement, CONTRACTOR is submitting the certification required above.

The policy must contain a waiver of subrogation in favor of CITY and its mayor, council, officers, agents, employees, and designated volunteers.

26.2 General Provisions Applying to All Insurance Types.

26.2.1 26.2.2

26.2.3 26.2.4
All policies required of CONTRACTOR must be written on a firstdollar coverage basis, or contain a deductible provision. Subject to CITY's advance approval, CONTRACTOR may utilize a selfinsured retention in any or all of the policies provided, but the policy or policies may not contain language, whether added by endorsement or contained in the policy conditions, that prohibits satisfaction of any self-insured provision or requirement by anyone other than the named insured or by any means including other insurance or which is intended to defeat the intent or protection of an additional insured.

All policies required of CONTRACTOR must be primary insurance as to CITY and its mayor, council, officers, agents, employees, or designated volunteers and any insurance or self-insurance maintained by CITY and its mayor, council, officers, agents, employees, and designated volunteers must be excess of
CONTRACTOR's insurance and must not contribute with it.

The insurance required above, except for workers'
compensation insurance, must be placed with insurers with a Best's rating as approved by CITY's Risk Manager, but in no event less than A-:VII. Any deductibles, self-insured retentions, or insurance in lesser amounts, or lack of certain types of insurance otherwise required by this Agreement, or insurance rated below Best's A-:VII, must be declared prior to execution of this Agreement and approved by CITY in writing.

The insurance required in this section must be maintained until the Scope of Work is satisfactorily completed as evidenced by CITY's written acceptance. All policies must provide that there will be continuing liability thereon, notwithstanding any recovery on any policy.

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26.2.5 26.2.6

26.2.7 Full compensation for all premiums which CONTRACTOR is required to pay to satisfy the Basic Insurance Requirements shall be considered as included in the prices paid for the performance of the Scope of Work, and no additional allowance will be made therefor or for additional premiums which may be required by extensions of the policies of insurance.

It is further understood and agreed by CONTRACTOR that its liability to CITY will not in any way be limited to or affected by the amount of insurance obtained and carried by CONTRACTOR in connection with this Agreement.

Unless otherwise approved by CITY, if any part of the Scope of Work is subcontracted, the Basic Insurance Requirements must be provided by, or on behalf of, all subcontractors even if CITY has approved lesser insurance requirements for CONTRACTOR, and all subcontractors must agree in writing to be bound by the provisions of this section.

27. INTERPRETATION. Whenever the context so requires, the masculine gender includes the feminine and neuter, and the singular number includes the plural.

28. KEY PERSONNEL. At request of CITY, CONTRACTOR shall name all key personnel to be assigned to the work set forth herein. CITY reserves the right to approve key personnel, which approval shall not be unreasonably withheld. Once the key personnel are approved CONTRACTOR shall not change such personnel without the approval of CITY.

29. LICENSES. CONTRACTOR shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement any licenses, permits and approvals which are legally required for CONTRACTOR to practice its profession and perform the Scope of Work. If CONTRACTOR is a corporation, at least one [ l) officer or key employee shall hold the required licenses or professional degrees. If CONTRACTOR is a partnership, at least one ( l) partner shall hold the required licensees or professional degrees.

30. MERGER AND MODIFICATION. This Agreement sets forth the entire agreement between the parties and supersedes all other oral or written representations. This Agreement may be modified only in a writing approved by the City Council and signed by all the parties.

31. NO WAIVER OF DEFAULT. The failure of any party to enforce against another party any provision of this Agreement shall not constitute a waiver of that party's right to enforce such a provision at a later time and shall not serve to vary the terms of this Agreement.

32. NON-INTEREST. No CITY officer or employee shall hold any interest in this

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33. Agreement ( California Government Code section 1090).

NOTICES. All notices relative to this Agreement shall be given in writing and shall be personally served or sent by certified or registered mail and be effective upon actual personal service or depositing in the United States mail. The parties shall be addressed as follows, or at any other address designated by notice:

CITY: CITY OF BAKERSFIELD

CITY HALL
CONTRACTOR:
1600 Truxtun Avenue
Bakersfield, California 93301

COMMUNITY ACTION PARTNERSHIP OF KERN
1300 18th Street, Suite 200
Bakersfield, CA 93301

34. RESOURCE ALLOCATION. All CITY obligations under the terms of this Agreement are subject to the appropriation and allocation of resources by the City Council.

35. SB 854 COMPLIANCE. To the extent Labor Code Section 1771.1 applies to this Agreement, a contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, be subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. It is not a violation of Labor Code Section 1771.1 for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Labor Code Section 1725.5 at the time the contract is awarded. The prime contractor is required to post job site notices in compliance with California Code of Regulations, Title 8, Section 16451. This project is subject to compliance monitoring and enforcement by the California Department of Industrial Relations.

36. STANDARD OF PERFORMANCE. The Scope of Work shall be performed in conformity with all legal requirements and industry standards observed by a specialist of CONTRACTOR's profession in California.

37. STARTING WORK. CONTRACTOR shall not begin work until authorized to do so in writing by CITY. No work will be authorized before the date first written above.

38. TAX NUMBERS.

CONTRACTOR's Federal Tax ID Number 95-2402760
CONTRACTOR is a corporation? Yes X No ___ _
(Please check one.)

39. THIRD-PARTY CLAIMS. In the case of public works contracts, CITY will timely notify

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Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 CONTRACTOR of third-party claims relating to this Agreement. CITY shall be allowed to recover from CONTRACTOR, and CONTRACTOR shall pay on demand, all costs of notification.

40. TITLE TO DOCUMENTS. All documents, plans, and drawings, maps, photographs, and other papers, or copies thereof prepared by CONTRACTOR pursuant to the terms of this Agreement, shall, upon preparation, become CITY property.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.
"CITY"

CITY OF BAKERSFIELD
By: __________ _

KAREN GOH
Mayor
APPROVED AS TO CONTENT:

PO~ .SEijVICES
ByLE::!LEt~6~

BRENT STRATTON
Police Chief
APPROVED AS TO FORM :
~ ;:al ( Deputy) Ci ~ ney1----A'4-l' · '--------'=-><-=--- lnsuran ce : ___ _
Altac hment(s): Exhibit A
Exhibit B
"CONTRACTOR"
ByNr;;~~:SRACTOR

JEREMY TOBIAS
Chief Executive Officer
COUNTERSIG NED:

Fina nce Director: _____ _

RANDY MCKEEGAN

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BAKERSFIELD
THE SOUND OF S»MeiJrU11lj Belter

REQUEST FOR PROPOSALS (RFP)
Professional Contracting Services for
Community Vitality Unit
Proposition 47 Cohort 4 Grant Program -
Homeless Services and Prevention Initiative
Intensive Case Management Services for
Justice Impacted, Chronically Homeless
Individuals with Mental Health, Substance
Abuse, or Co-Occurring Issues

CITY OF BAKERSFIELD
City Manager's Office
Jamie Achterberg I Assistant to the City Manager
1600 Truxtun Avenue, Fifth Floor I Bakersfield, CA 9330 1 Release Date: Monday, May 11, 2026
Due Date: Tuesday, May 26, 2026, at 1 :00 PM
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

TABLE OF CONTENTS
REQUEST FOR PROPOSAL (RFP) PART l : OVERVIEW ....... ....... ... ..... ..... .... ..... .. .................. ......... 3 l . l General Information ........... ..................... ..... .. .. ......... .. ... .. .. ....... .. .. ............. ............ ............... 3 l .2 Reference Materials .... .... ............ ....... .......... ............ ...... .. ......... .. .. .. .... ....... ........................... 3

1.3 Questions and Technical Assistance .... ...... .... ....... .. .. .. ........... ..... .. .. ............ .................... . 4

1.4 Program Description ... .... .... .... ..... ............... .............. .... ... .... ............... ... ... .......... ... .... ... ... ... ... 4

1.5 Scope of Work .. .. .. .. ........ .. .. ..... ..... ........ ................. ..................... ... .... ............... .. ..................... 6 l .6 Additional Services ....... .......... ... .... .......... ...... ........................... .. .... .... .................................. 10 REQUEST FOR PROPOSAL (RFP) PART 2: PROPOSAL CONTENT AND REQUIREMENTS .. .. 10

2. l Proposal Content .... ............... .... ... ..... ............. ... .............................. .......... .. .................. .... .. 10

2.2 Solicitation Caveat .... ..... ....... ................ ...................... .... ......... .. ..... .. .. ...... .... ... ..... .... .......... 13

2.3 Services Provided by the City .... ............. ............. .. ................................... .. .... .. ................ 14

2.4 Evaluation Criteria ........ ... .... .............. ........................... ......... .. ............................. ... ............. 14

2.5 Indemnification and Insurance .. ......................... .. ........... ............ .. .. .. ............ .. ...... .. ..... .. . 16

2.6 Form of Professional Services Agreement .... ........ .. ... ..... .. ............. .. .. .... .. ................. .. ... 17

2.7 Business Address .................................. ..... .. ....... ........... ............... .. ....... .... .... ....... .... ........... .. 17

2.8 Addenda .. .. ........................ ... ... ... ..... ..... ................ ........... ...... ........... ................. .. ............ .. .... 18 Exhibit A - Standard Independent Contractor's Agreement .......... ..... ... .. ......................... 19 Exhibit B - Non-Collusion Affidavit to be Executed by Contractor ................................... 29

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Docusign Envelope ID: 27O67330-8342-8F8E-8072-C93CFCD77C05 REQU EST FOR PROPOSAL ( RFP) PART 1: OVERVIEW

1.1 Genera l Information
The City of Bakersfield is seeking proposals from qualified organizations to provide targeted, high-touc h, intensive case management services to justice impac ted, c hronically homeless individuals with mental health, substance abuse, or co-occurring issues, under its Community Vitality Unit' s Proposition 47 Grant Program-Homeless Services and Prevention Initiative . This initiative aims to strengthen supportive services for the target population and reduce the number of those w ho are homeless, by offering comprehensive, individualized support to help individuals achieve stability and selfsufficiency.

1. Open for Proposals: Monday, May 11 , 2026

2. Proposal Due Date: Tuesday, May 26, 2026, at 1 :00 PM

3. How to Respond: Proposals must be submitted electronically via the PlanetBids portal no later than 1 :00 PM on May 26, 2026. Submissions sent by facsimile, electronic mail, or physical hard copy will not be accepted.

Proposals must be prepared and submitted in accordance with the Proposal Requirements set forth herein. Proposers shall upload all proposal responses using the "Response File" attachment section within the PlanetBids portal. All required proposal documents must be included in this section.

Proposers may upload a single compressed (zip) file containing multiple attac hments to organize and align proposal materials with the applicable Proposal Requirement sections. Files submitted outside of the "Response File" attac hment section may not be reviewed.

4. Listed below are specific and estimated dates of action related to this RFP. The actions with specific dates must be completed as indicated, unless otherwise changed. If it becomes necessary to c hange any of the specific dates and times, in the calendar of events listed below, an addendum to the RFP w ill be issued.

Distribution of RFP ..... ... .. ........................................ ....................... May 11 , 2026 Proposal Due Date ...................................................... BEFORE l :00 PM, May 26, 2026 Interviews (tentative/ optional, at City discretion) ...................... ............ June 9, 2026 Anticipated Notification of Final Selection .. ......................................... June 15, 2026 Anticipated Award Date ........................................................................ June 24, 2026 Anticipated Project Start ........................................................................... July l , 2026 1 .2 Reference M a teria ls
Proposers are strongly encouraged to review the following materials prior to submission of a proposal. These materials are intended to provide additional background regarding the City's Proposition 47 initiative, applicable grant requirements, reporting expectations, evaluation methodologies, and administrative compliance obligations associated with Proposition 47-funded services.
l . City of Bakersfield Local Evaluation Plan (LEP) - Bakersfield Homeless Services and Prevention Initiative (HSPI)

2. Proposition 47 Cohort 4 Resource Dashboard

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3. BSCC Proposition 47 Grant Program Webpage, Cohort 4 Grantee Resources including the BSCC Grant Administration Guide and all relevant documents within the Orientation Virtual Binder
Proposers should reference these materials to gain additional understanding of the Proposition 47 Grant Program, the City's local implementation framework, anticipated performance and outcome measures, data collection and reporting expectations, evaluation methodologies, administrative requirements, and overall program compliance obligations. Familiarity with these materials will assist proposers in developing responsive proposals that align with City expectations and BSCC requirements.

1.3 Questions and Technical Assistance
Respondents to this RFP are specifically directed not to contact any City personnel other than the contact person indicated below. It is suggested that you send a single email inquiry if there are multiple questions concerning the scope of professional services required.

Jamie Achterberg, Assistant to the City Manager
Email: [email protected] I Phone: ( 661) 326-3442

1.4 Program Description
Proposers are strongly encouraged to thoroughly review and understand this Program Description in its entirety, as strict alignment with City expectations and Proposition 47 grant requirements is imperative to the successful delivery of services and continued program funding.

The City of Bakersfield's Community Vitality Unit is committed to supporting the Homeless Strategic Action Plan in ( 1) reducing the number of people and families flowing into the homeless system of care; (2) strengthening services to support the individuals and families who do experience homelessness; and, (3) increasing the number of individuals and families who exit the homeless system of care into permanent and stable housing. These efforts will utilize a multi-modal intervention strategy targeting known risk factors for homelessness and recidivism, including housing stability, employment, and mental health, with priority given to individuals willing to participate in services that have generated multiple calls for police services.

The services solicited through this Request for Proposals are funded through the California Board of State and Community Corrections (BSCC) Proposition 47 Grant Program.

Proposition 47, the Safe Neighborhoods and Schools Act, was established to support a shift away from punitive responses to mental illness, substance use, and low-level justice involvement, and toward rehabilitation, restorative justice, diversion, housing stability, and long-term self-sufficiency. The City's Proposition 47 initiative is designed to support individuals who are disproportionately impacted by homeiessness, behavioral health challenges, substance use disorders, and repeated interaction with emergency response systems and the criminal justice system.

Through this initiative, the City of Bakersfield is implementing a coordinated, multidisciplinary approach focused on reducing homelessness and recidivism by connecting

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 eligible individuals to intensive supportive services, behavioral health resources, housing navigation, and stabilization support. The initiative is intended to strengthen the City's existing homelessness response infrastructure by integrating high-touch case management, coordinated outreach and referral pathways, Housing First principles, and collaborative partnerships between service providers, law enforcement, behavioral health agencies, shelter operators, and community-based organizations. Consistent with Proposition 47 guiding principles, the program prioritizes rehabilitation, stabilization, and engagement over enforcement whenever appropriate, recognizing that long-term reductions in homelessness and recidivism require sustained, relationship-based intervention strategies tailored to the unique needs of each participant.

Under the direction of the Community Vitality Unit, the selected services provider will provide high-touch, intensive case management services to a targeted population of individuals identified as justice impacted and chronically homeless with mental health, substance abuse or co-occurring issues.

Given the complexity and acuity of the target population, the City is seeking a provider capable of delivering assertive, field-based, and highly responsive services in close coordination with the Community Vitality Unit and the City's broader homeless response system.

Services shall be client-centered, highly individualized, and delivered through a hightouch, intensive case management approach designed to support individuals with complex behavioral health, substance use, housing, and justice-system involvement needs. The service model shall reflect a "relentless pursuit" approach to engagement, emphasizing persistent, proactive, and relationship-based outreach to individuals who are historically difficult to engage and maintain in services.

Timeline, Project Dates, and Funding
The City is proposing an agreement for the provision of intensive case management services under this Request for Proposals. Active service delivery is anticipated to begin on or around July 1, 2026, and continue through March 31, 2028. The selected contractor shall remain under contract through June 30, 2028, solely to allow for fiscal and administrative closeout activities, including final billing and reporting. Active service delivery must conclude by March 31, 2028, and no reimbursement will be provided for services rendered after that date.

The City anticipates a brief transition and onboarding period of approximately two (2) weeks to allow for warm handoff coordination, continuity of care planning, transfer of appropriate client information, and collaborative onboarding efforts between the selected provider, the Community Vitality Unit, and the incumbent service provider.

Given the acuity and vulnerability of the target population, the City places a high priority on minimizing service disruption and maintaining continuity of engagement for enrolled participants. Preference may be given to proposers demonstrating the ability to rapidly mobilize staffing resources and begin service delivery immediately upon contract execution.

The City anticipates a total award amount not to exceed approximately $630,000;

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 however, the final contract amount will be based on remaining available grant funding at the time of award and is subject to adjustment based on expenditures incurred under the existing service agreement.

1.5 Scope of Work
The selected provider shall deliver intensive case management services for justiceimpacted and chronically homeless individuals with mental health, substance use, or cooccurring disorders in alignment with Proposition 47 program objectives, Housing First principles, and the City of Bakersfield's Community Vitality initiative. Services shall be fieldbased, highly responsive, trauma-informed, culturally responsive, and designed to support long-term stabilization, rehabilitation, and self-sufficiency.

Referral pathways for the program shall primarily originate through the Bakersfield Police Department and the City of Bakersfield's Community Vitality Unit, including referrals generated through field contacts, coordinated outreach activities, encampment engagement efforts, and collaborative case conferencing processes. Referrals may also include partner agency referrals and limited self-referrals, as program capacity allows, provided all eligibility requirements established under Proposition 47 and the City's program guidelines are met. Priority for enrollment and service connection shall be given to City-generated referrals to support continuity with the City's coordinated homelessness response strategy and pre-diversion model.

Services will include, at minimum:
1 . Comprehensive Assessment. Assessment to determine eligibility for the program and provide a detailed understanding of each client's needs, including mental health, substance use, physical health, housing stability, justice-system involvement, employment, income, and barriers to self-sufficiency. Assessment shall be ongoing throughout program participation to ensure services remain responsive to changing client needs and circumstances.

2. Individualized Care Plans. Plans tailored to each client's unique needs and barriers to stability, including goals related to obtaining and maintaining housing and/or employment, accessing mental health and/or substance use treatment and recovery services, improving overall wellness and self-sufficiency, and reducing the likelihood of recidivism. Care Plans shall establish realistic, individualized, and achievable goals at the onset of enrollment. Client success will be evaluated based on measurable progress toward identified goals and overall movement toward long-term stability and self-sufficiency. Care Plans shall function as living documents and be updated regularly throughout service delivery. a . For eligibility purposes, all clients must have at least two of the following primary goals: housing stability and/or employment, and mental health stabilization and/or substance use treatment or recovery. Additional individualized goals may also be established as appropriate based on each client's unique needs, barriers, and circumstances. Progress toward identified goals will be regularly evaluated to assess client engagement, stabilization, and overall program success.

3. High-Touch Intensive Case Management Services. Case management utilizing a persistent, proactive, and relationship-based engagement strategy reflective of

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 the City's "relentless pursuit" approach to outreach and stabilization. Case Managers shall maintain regular and meaningful contact with enrolled participants, including multiple contacts per week at minimum during active enrollment, with frequency adjusted only upon demonstrated stabilization and approval by the Community Vitality Unit. Contacts shall include field-based outreach, in-person meetings, transportation assistance, accompaniment to appointments, wellness checks, crisis response, and coordination of supportive services as necessary to maintain engagement and progress toward stability.

4. Coordination of Services. Coordination with a broad range of service providers and systems, including but not limited to housing agencies, healthcare providers, behavioral health providers, substance use treatment programs, employment and workforce development programs, legal aid providers, public benefits agencies, and community-based organizations.

5. Housing Navigation and Housing First Service Delivery. Prioritization of rapid connection to permanent housing opportunities without preconditions related to sobriety, treatment participation, income, or justice-system history. The provider shall support clients before, during, and after housing placement through wraparound stabilization services intended to promote long-term housing retention.

6. Navigation of Complex Systems. Assistance with navigating public benefits enrollment, Medi-Cal, Social Security benefits, housing documentation, identification replacement, Coordinated Entry System (CES) participation, Homeless Management Information System (HMIS), and housing applications.

7. Regular Monitoring and Crisis Intervention. Ongoing monitoring to ensure clients make measurable progress toward individualized goals and to provide timely intervention during crises, including behavioral health emergencies, hospitalization, incarceration, relapse, victimization, or risk of housing loss.

8. Life Skills Development. Support for independent living and long-term stabilization, including budgeting, maintaining housing, communication skills, conflict resolution, transportation planning, personal healthcare management, and other daily living skills.

9. Collaboration and Case Conferencing. Collaboration with the Community Vitality Unit and partnering agencies to ensure coordinated service delivery and continuity of care. The selected provider shall actively participate in weekly or biweekly case conferences, multidisciplinary coordination meetings, and other meetings deemed necessary by the City to support client stabilization and program effectiveness.

10. Warm Handoff and Transition Coordination. Coordination with the City and any existing or outgoing service provider during onboarding and implementation of services. The selected provider shall participate in collaborative transition planning to ensure continuity of care, minimize disruption in services, maintain engagement with enrolled participants, and preserve the integrity of existing client records and service plans.
11 . Administrative Capacity and Data Management. Sufficient capacity to meet all City and BSCC reporting, compliance, documentation, and performance monitoring requirements. The selected provider shall maintain accurate, timely, and complete client records and demonstrate the ability to consistently collect, track, verify, and report program data and outcomes in accordance with

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Proposition 47 requirements, Local Evaluation Plan (LEP) requirements, and Cityestablished reporting standards. Providers should ensure internal quality control measures are in place to maintain data integrity, documentation consistency, and compliance with audit and monitoring requirements.

12. Provision of Client Incentives and Supportive Items. Items as reasonably necessary to support engagement, stabilization, participation in services, and achievement of individualized goals. Examples may include meals, temporary or short-term housing assistance, transportation assistance, clothing, hygiene supplies, identification documents, educational or vocational program costs, work-related items or equipment, and other supportive resources directly connected to a client's service plan and stability goals. All client incentives, supportive purchases, and direct assistance expenditures shall be subject to prior approval by the City of Bakersfield and, where required, the BSCC, and must comply with all applicable grant requirements, documentation standards, and allowable cost guidelines.

13. Communication and Responsiveness. The selected provider shall maintain proactive, timely, and professional communication with the Community Vitality Unit and partnering agencies regarding client status updates, critical incidents, service barriers, staffing changes, data requests, and operational issues that may impact program delivery or compliance.

14. Staffing and Continuity Planning. The selected provider shall maintain sufficient staffing levels to ensure continuity of care and uninterrupted service delivery.

Proposers shall submit a staffing plan that clearly identifies supervisory structure, staffing assignments, contingency plans for turnover or extended absences, onboarding and training procedures, and strategies to minimize disruption in client relationships and service delivery.

15. Community and Program Participation. Attend community, City, Continuum of Care, referral network, and other meetings crucial to the effectiveness of the program, as directed by the Community Vitality Unit.

16. Trauma-Informed and Culturally Responsive Services. Services shall be traumainformed and culturally responsive, recognizing the significant trauma often experienced by the target population and delivered in a manner that minimizes re-traumatization, promotes safety and healing, and respects the diverse cultural backgrounds, experiences, and needs of clients.

Housing Navigation
The selected provider shall work collaboratively with the Community Vitality Unit, shelter operators, housing providers, and referral partners to facilitate rapid placement into bridge housing, emergency shelter, transitional housing, permanent supportive housing, and other permanent housing opportunities, as appropriate to the client's level of need and readiness. The provider shall actively support housing retention and stabilization following placement through ongoing engagement and wraparound support services.

The selected provider shall maintain active communication with housing partners and assist clients in overcoming barriers that may delay placement or jeopardize housing retention.

The City intends to leverage designated shelter and bridge housing capacity in support of the program, including beds associated with the Brundage Lane Navigation Center

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 and other partner resources, as available. The selected provider shall coordinate closely with the Community Vitality Unit and housing partners to support efficient utilization of available placements and minimize unnecessary delays in placement or service connection.

Caseload, Staffing and Engagement
Under the intensive case management model, dedicated Case Managers shall work closely with a small caseload of clients requiring a high-touch level of support and engagement. The selected provider shall maintain a caseload of no more than fifteen ( 15) active clients per Case Manager and shall provide a minimum of three (3) dedicated Case Manager positions under this category.

The selected provider shall ensure sufficient administrative staffing and operational capacity to support program operations, data collection and integrity, reporting requirements, documentation compliance, fiscal tracking, coordination activities, and adherence to all City and BSCC administrative requirements. Written notification to the Community Vitality Unit of staffing vacancies, extended absences, supervisory changes, or other staffing disruptions that may impact service delivery or program compliance shall be made promptly.

Case Managers shall provide intensive case management services to enrolled clients for up to twelve ( 12) months, depending on progress toward stabilization and selfsufficiency, with an additional twelve ( 12) months of periodic follow-up and after-care support. Extensions beyond the initial service period may be approved by the Community Vitality Unit on a case-by-case basis when continued intensive engagement is necessary to support housing stability or prevent relapse and recidivism.

Immediate outreach efforts shall begin upon assignment of a referral. Case Managers shall make initial contact attempts promptly and shall establish an in-person connection with each new client within forty-eight (48) hours of referral, when feasible.

Case Managers shall maintain consistent and meaningful engagement throughout the active phase of enrollment, including multiple contacts per week at minimum, utilizing field-based outreach and assertive engagement techniques designed to maintain participation and reduce disengagement from services.

The selected provider shall ensure services are delivered through a collaborative, multidisciplinary framework and in close coordination with the Community Vitality Unit, housing providers, behavioral health partners, outreach teams, and other communitybased service providers supporting the target population.

Performance Accountability
The selected provider shall demonstrate the ability to achieve measurable housing stabilization and engagement outcomes consistent with Proposition 47 program objectives, including sustained client engagement, successful connection to behavioral health and supportive services, placement into temporary and permanent housing, housing retention, and reductions in recidivism and repeated system involvement.

Performance will be monitored through regular reporting, file reviews, case conferencing

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 participation, data validation efforts, and other oversight activities conducted by the City.

1.6 Additional Services
The City may request the Contractor to perform additional professional services that are not listed in the RFP. At the direction of the City and after written authorization, Contractor agrees to render other services which shall include mutually agreed upon terms and conditions, including payment provisions. If the need for additional services is caused by error, omission, or negligence by the selected organization or persons employed by the selected organization or is required by this request for quotes/rates, the Contractor shall render the directed additional services without additional charge or cost to the City.

REQUEST FOR PROPOSAL (RFP) PART 2: PROPOSAL CONTENT AND

REQUIREMENTS

2.1 Proposal Content
The selected contractor must demonstrate a clear organizational capacity to successfully implement and administer the proposed services in alignment with the City's Scope of Work, Proposition 47 program requirements, Housing First principles, and all applicable BSCC requirements. Proposals should demonstrate the ability to provide timely, coordinated, high-touch service delivery while maintaining strong administrative, fiscal, reporting, and data management practices.

The proposing contractor must demonstrate the ability to meet all City insurance, licensing, and bonding requirements, as applicable. The proposal shall respond directly to all RFP requirements and include a detailed budget proposal reflecting all anticipated costs associated with delivery of services under the proposed category or categories.

The proposal must include a cover letter signed by an individual authorized to represent and legally bind the organization in this solicitation process.

The proposal must consist of the following required components. Failure to provide all required information may result in reduced scoring or disqualification from consideration. 1 . Cover Letter
a. Brief introduction of the organization, including:
• Name, address, website, and primary contact information • Type of organization and year established
• Tax status designation
• Identification of the individual authorized to negotiate and execute agreements on behalf of the organization
b. Total cost for services.

2. Organizational Overview and Capacity
a. Provide an overview of the organization's history, mission, and experience providing intensive case management, behavioral health, homeless services, reentry services, street outreach, housing navigation, or other

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 related supportive services.
b. Describe the organization's experience serving justice-impacted individuals, chronically homeless populations, and individuals with mental health, substance use, or co-occurring disorders.
c. Provide an overview of organizational staffing structure, including qualifications, licenses/certifications, experience, and roles of key personnel propos·ed for this project.
• Proposers are advised that all part-time staff funded in whole or in part through Proposition 47 grant funds are subject to functional time-keeping requirements and must maintain Proposition 47- specific duty statements clearly identifying grant-related responsibilities and activities.
d. Describe the organization's administrative and operational capacity to successfully manage City and BSCC grant requirements, including data collection, documentation compliance, fiscal tracking, quality assurance, reporting, and audit readiness.
e. Describe the organization's experience participating in collaborative, multidisciplinary service delivery models involving law enforcement, healthcare providers, behavioral health providers, Continuum of Care partners, and other community-based organizations.

3. Approach and Methodology
a. Provide a detailed description of the proposed approach to delivering high-touch intensive case management services consistent with the Scope of Work, Proposition 47 program objectives, Housing First principles, and the City's Community Vitality initiative.
b. Describe the organization's engagement philosophy and methods for working with justice-impacted and chronically homeless individuals who are historically difficult to engage, including field-based outreach, crisis intervention, assertive engagement strategies, motivational interviewing, relationship-based service delivery, and approaches reflective of the City's "relentless pursuit" model.
c. Describe assessment tools, documentation methods, and procedures for developing, implementing, updating, and monitoring individualized Service Plans.
d. Describe how the organization will coordinate with the Community Vitality Unit, Bakersfield Police Department, behavioral health providers, housing providers, shelters, healthcare providers, CES/HMIS partners, and other community resources to support client stabilization and long-term housing outcomes.
e. Describe the organization's approach to Housing First implementation, housing navigation, shelter and bridge housing coordination, permanent housing placement support, and housing retention services. f. Describe how the organization will ensure timely response to referrals, including anticipated response times, procedures for immediate outreach efforts, timelines for initial in-person engagement, and methods for maintaining multiple meaningful client contacts per week throughout active enrollment.
g. Describe the organization's proposed onboarding and transition

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 approach, including coordination with the City and any existing or outgoing provider to ensure continuity of care, minimize disruption in services, preserve client engagement, and maintain continuity of records and service plans.
h. Describe the proposed staffing structure for the program, including supervisory oversight, caseload management practices, staffing ratios, contingency planning for turnover or absences, and strategies to maintain continuity of care and uninterrupted service delivery.
i. Describe the organization's administrative and operational capacity to meet all City and BSCC requirements related to documentation compliance, data collection, fiscal oversight, reporting, quality assurance, and audit readiness.
j. Describe the organization's approach to trauma-informed, culturally responsive, strengths-based, and harm reduction-oriented service delivery.

4. Work Plan and Timeline
a. Provide a proposed work plan outlining key activities, implementation milestones, staffing timelines, onboarding activities, partnership coordination efforts, and anticipated service delivery timelines associated with the proposed services.
b. Describe how the organization will manage, supervise, monitor, and evaluate ongoing service delivery and program operations. c. Provide a proposed onboarding and transition plan that includes coordination with the City and any current or outgoing provider to ensure continuity of care, continuity of records and service plans, and minimal disruption to enrolled participants.
d. Describe the organization's ability to begin service delivery within the timeline established by the City, including anticipated hiring, onboarding, and operational startup timelines.
e. Provide an overview of how the organization will participate in multidisciplinary collaboration efforts, including weekly or bi-weekly case conferencing meetings, referral coordination meetings, and ongoing coordination with the Community Vitality Unit and partner agencies.

5. Resumes, References and Organizational Experience
a. Provide resumes or biographical narratives for key personnel who will be responsible for service delivery, supervision, program administration, housing navigation coordination, and data/reporting oversight. b. Identify the individual who will serve as the primary program manager and primary point of contact for the City.
c. Include a list of current and former cities, counties, nonprofit organizations, healthcare systems, or other entities for which the organization has provided similar intensive case management, homeless services, behavioral health coordination, or housing stabilization services. d. Provide at least three professional references for comparable projects or service delivery models completed within the last five years.

6. Proposed Budget
a. The proposed budget shall align with the narrative, work plan, staffing plan, and proposed service model and clearly demonstrate how all proposed activities and deliverables will be funded. Proposers should ensure that all

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 expenses are allowable operating expenses as defined in the BSCC Administrative Grant Guide.
b. The budget shall cover the July 1, 2026 - March 31, 2028, service period and include all anticipated grant-funded expenses directly related to service delivery and program administration. Proposers may also include costs associated with the administrative closeout period from April 1, 2028 - June 30, 2028; however, such costs should be limited to activities necessary for grant closeout, including data management, reporting, and administrative or fiscal reconciliation activities.
c . Budget narratives shall clearly describe a ll proposed expenditures and include calculations showing quantities, unit costs, staffing allocations, and other supporting details sufficient for evaluation by the City. d. Budget line items may include Personnel, Payroll Taxes and Fringe Benefits, Contract Services, Travel, Training, Office Expenses, Program Expenses, Client Incentives and Supportive Items, Administrative Expenses, Other Direct Costs, and Indirect Costs as applicable.
e. Proposers shall demonstrate that proposed staffing and administrative costs are sufficient to support ongoing service delivery, compliance, reporting, case coordination, data management, and administrative requirements associated with Proposition 47-funded services.
f. Proposers should clearly identify any proposed client incentive or supportive item funding and describe how expenditures will be tracked, documented, and submitted for City approval in compliance with applicable grant requirements.
g. Proposers should clearly identify any leveraged staffing, services, partnerships, in-kind contributions, or additional resources that will support the proposed program beyond grant-funded activities. Descriptions should include the nature of the leveraged support, the estimated value or level of effort, and how the leveraged resources will enhance service delivery, client outcomes, housing stabilization efforts, or overall program capacity.

7. Insurance Requirements
a. Provide evidence of the organization's ability to meet the insurance requirements identified in this RFP, including any applicable licensing or bonding requirements.

8. Independent Contractor's Agreement Acknowledgement
a. Independent Contractor's Agreement Acknowledgement, Exhibit A (page 28 only) attached hereto, must be included.

9. Non-Collusion Affidavit
a. Non-Collusion Affidavit, Exhibit B attached hereto, must be included.

2.2 Solicitation Caveat
The applicant understands and agrees the City of Bakersfield shall have no financial responsibility for any costs incurred by the selected organization in responding to this Request for Proposal and shall not be liable to any proposer for costs attributed to the design of the project until the proposer has executed a contract with the City of Bakersfield and been authorized in writing to proceed. The City of Bakersfield reserves the right to terminate this Request for Proposals after three days' notice to all prospective

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 proposers.

The submission of a proposal shall be conclusive evidence that the organization has investigated and satisfied themselves as to the conditions to be encountered, the character, quality, and scope of work to be performed, and the requirements of the City of Bakersfield.

2.3 Services Provided by the City
The City will provide staff assistance and coordination support through appropriate City personnel, including the Community Vitality Unit, in support of the selected organization's professional services. Such support may include referral coordination, multidisciplinary case conferencing, connection to community resources and partner service providers, coordination with behavioral health and housing partners, facilitation of shelter and bridge housing opportunities, and leveraging of designated shelter bed capacity associated with the City's homeless response system, as available.

The City may assist in facilitating introductions and coordination with service providers, housing partners, behavioral health agencies, and other community resources; however, the selected organization shall remain solely responsible for direct client engagement, service delivery, case management activities, follow-up efforts, coordination of care, documentation, and all work necessary to ensure clients are successfully connected to and supported through identified services and resources.

The City will also support continuity of care planning and coordination efforts with partnering agencies and incumbent service providers, as applicable, to support successful client engagement and stabilization.

While the City will make reasonable efforts to provide information, coordination, and operational support necessary to facilitate service delivery, the selected organization shall remain solely responsible for the performance, quality, timeliness, documentation, compliance, and administration of all contracted services, including the evaluation and appropriate use of any information supplied by the City.

2.4 Evaluation Criteria
All proposals received by the specified deadline will be reviewed by the City for responsiveness, completeness, staffing approach, proposed work plan, operational readiness, administrative capacity, budget alignment, and overall compliance with this Request for Proposals. The City may request clarifications, supplemental information, interviews, presentations, or discussions with one or more proposers as part of the evaluation and selection process.

Preference may be given to proposers demonstrating the ability to rapidly mobilize staffing resources, maintain continuity of care during onboarding and transition, and begin service delivery immediately upon contract execution.

The proposer or proposers selected by the City may be recommended to the City Council for contract award; however, the City Council is not bound to accept the

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 recommendation or award the contract to any particular proposer.

The City reserves the right to reject any or all proposals, waive informalities or minor irregularities in proposals received, request additional information from proposers, negotiate modifications to proposals, or cancel this solicitation at any time if determined to be in the best interest of the City.

Pursuant to Government Code Section 37103, contracting for professional services may properly be made by the City without competitive bidding when such services require demonstrated competence and professional qualifications. Selection shall therefore be based upon the proposer's demonstrated experience, technical qualifications, organizational capacity, and ability to successfully perform the required services at a fair and reasonable cost to the City. Proposals will be evaluated by a review committee using a scoring rubric based on the weighted criteria identified below. Evaluation will consider the proposer's demonstrated understanding of the Scope of Work, experience serving justice-impacted and chronically homeless populations, operational readiness, administrative and reporting capacity, staffing approach, housing stabilization strategy, and overall ability to successfully implement Proposition 47-funded intensive case management services in alignment with City expectations.

References, resumes, insurance documentation, and other required attachments are necessary for a proposal to be considered complete and responsive. While these materials may inform scoring in several evaluation categories, they are not individually scored as standalone criteria.

Evaluation Criteria Weight Summary
Approach and
Methodology
Organizational
Capacity, Staffing,
and Administrative
Readiness
Operational
Readiness,
Collaboration, and
Communication
30%
30%
20%
Evaluates the proposer's understanding of the Scope of Work, Proposition 47 program objectives, Housing First principles, and the City's Community Vitality initiative. Assesses the quality, feasibility, and responsiveness of the proposed service delivery model, including high-touch case management practices,
engagement strategies, housing stabilization approaches, coordination with community providers, crisis response, continuity of care planning, and methods for serving individuals who are historically difficult to enqaqe.

Evaluates the proposer's organizational experience, staffing structure, supervisory capacity, personnel qualifications, and operational readiness to successfully administer intensive case management services. Emphasizes demonstrated experience serving justice-impacted and chronically homeless populations, ability to maintain continuity of care, staffing contingency planning, responsiveness to City concerns, and sufficient administrative infrastructure to meet all City and BSCC reporting, compliance, documentation, fiscal tracking, data integrity, and audit requirements.

Assesses the proposer's ability to rapidly mobilize services, maintain timely response to referrals, ensure ongoing client engagement, and coordinate effectively with the Community Vitality Unit and partnering agencies. Emphasizes onboarding and warm handoff planning, participation in multidisciplinary case conferencing, communication protocols, responsiveness, reportinq practices, coordination with housinq and behavioral

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Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 health partners, and ability to support uninterrupted service deliverv throuahout the contract term.

Budget 10% Evaluates the clarity, completeness, and reasonableness of the Reasonableness and proposed budget, staffing allocations, administrative support Cost Effectiveness structure, and overall cost effec tiveness of the proposed service model. Emphasizes budgets that clearly align with the Scope of Work, proposed staffing plan, reporting obligations, client engagement expectations, and Proposition 47 program
reauirements
Each criterion will be scored on a scale of one ( 1) to five (5), with the following definitions:

Score Definition
1 Proposal does not meet requirements or provides inadequate responses with limited or no supportinq detail.
2 Proposal partially meets requirements but lacks clarity, depth, feasibility, or sufficient supportina information in kev areas.
3 Proposal adequately meets requirements and demonstrates a satisfactory understanding of the project and reauired services.
4 Proposal exceeds requirements in several areas and demonstrates strong experienc e, preparedness, and operational capability.
5 Proposal significantly exceeds requirements and demonstrates exceptional understanding, organizational readiness, innovation, and ability to successfully implement the proposed services.

2.5 Indemnification and Insurance
The selected Contractor will be required to obtain and maintain insurance as a condition of the award of this agreement, and the Contractor's proposal shall state that the Contractor shall obtain the following in accordance with the terms of the agreement:
1 . Professional liability insurance, providing coverage on an occurrence basis for errors and omissions with limits of not less than One Million Dollars ($1,000,000) per occurrence;

2. Automobile liability insurance, providing coverage on an occurrence basis for bodily injury, including death, of one or more persons, property damage and personal injury, with limits of not less than One Million Dollars ($1,000,000) per occurrence;

3. Broad form commercial general liability insurance, providing coverage on an occurrence basis for bodily injury, including death, of one or more persons, property damage and personal injury, with limits of not less than One Million Dollars ($1,000,000) per occurrence; and

4. Workers' compensation insurance with statutory limits and employer's liability insurance with limits of not less than One Million Dollars ($1,000,000) per accident.

Except for professional liability, the liability policies shall contain an additional insured endorsement in favor of the City, its mayor, council, officers, agents, employees, and volunteers.

The workers' compensation policy shall contain a waiver of subrogation endorsement in favor of the City, its mayor, council, officers, agents, employees, and volunteers.

Insurance is to be placed with insurers with a Bests' insurance rating of no less than A-/VII.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Except for professional liability, all policies required of the Contractor hereunder shall be primary insurance as respects the City, its mayor, council, officers, agents, employees and volunteers and any insurance or self-insurance maintained by the City, its mayor, counc il, officers, agents, employees, and volunteers shall be excess of the Provider's insurance and shall not contribute with it.

The automobile liability policies shall provide coverage for owned, non-owned and hired autos. The liability policies shall provide contractual liability coverage for the terms of this Agreement.

All policies shall contain an endorsement providing the City with thirty (30) days' written notice of cancellation or material change in policy language or terms. All policies shall provide that there shall be continuing liability thereon, notwithstanding any recovery on any policy.

The insurance required under this Agreement shall be maintained until all work required to be performed under the terms of this Agreement is completed to the City's satisfac tion.

The Contractor shall furnish the City Risk Manager with a certificate of insurance and, if requested, copies of endorsement or a ll insurance policies evidencing the insurance required under this Agreement.

Any deductibles, self-insured retentions or insurance in lesser amounts, or lack of certain types of insurance otherwise required by this agreement of Contractor, must be declared to, and approved by the City.

However, unless otherwise approved by the City, if any part of the work under this Agreement is subcontracted, the "basic insurance requirements" set forth hereinabove shall be provided by or on behalf of a ll subcontractors even if the City has approved lesser insurance requirements for Provider.

Th e Provider shall be responsible for determining and guaranteeing all subcontractors are insured as set forth in this paragraph.

All costs of insurance required under this Agreement shall be included in the Provider's bid, and no additional allowance will be made for additional costs w hich may be required by extension of the insurance polic ies. If the Provider fails to maintain adequate insurance coverage as required by the terms of the agreement, then the City of Bakersfield shall have the right to terminate the provider's contract.

2.6 Form of Professional Services Agreement
Exhibit "A" is substantially the form of the Professional Services Agreement, whic h the successful proposer is expected. Prospective providers shall be notified of major c hanges to this Request for Proposal or the proposed Professional Services Agreement by addenda.

2.7 Business Address
Proposers shall provide the City with their email address for official correspondence. Any

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 communications sent to the email address provided shall constitute legal service thereof upon the proposer. It is the proposer's responsibility to ensure that the email address provided is active and monitored for communications related to this RFP.

2.8 Addenda
Addenda issued by the City interpreting or changing any of the items in this RFP, including all modifications thereof, shall be incorporated in the proposal. The proposer shall sign and date the Addenda Cover Sheet and submit them with their proposal.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exhibit A - Standard Independent Contractor's Agreement AGREEMENT NO. ______ _

INDEPENDENT CONTRACTOR'S AGREEMENT
[Over $100,000]
This INDEPENDENT CONTRACTOR'S AGREEMENT ["Agreement") is made and entered into on _________ , by and between the CITY OF BAKERSFIELD, a municipal corporation [referred to herein as "CITY"), and a [business type: Sole Proprietorship;
Partnership; Corporation; LLC; etc.] authorized to do business in California [referred to herein as "CONTR ACTOR").

RECITALS
WHEREAS, CONTR ACTOR represents that CONTRACTOR is experienced, well qualified and a specialist in the field of ____________ _ NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTR ACTOR mutua lly agree as follows:

1. 2.

SCOPE OF WORK. In exchange for the Compensation [ defined below), CONTRACTOR shall perform the following :
_____________________ ["Scope of Work") . The
Scope of Work shall include all items and procedures necessary to properly complete the task CONTRACTOR has been hired to perform, w hether specifically included in the Scope of Work or not.

COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work ["Compensation"): [choose one]
[ 1) A total, lump sum payment of $ ______ after the Scope of Work is completed to CITY's satisfaction, or
[2) On an hourly [or time/material] basis in accordance with the hourly rates as shown on Exhibit A.

CITY wi ll pay CONTRACTOR within thirty [30) days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed and that invoice is approved by CITY. CONTRACTOR shall submit an itemized invoice for services rendered during each billing period no later than the last day of the month immediately following the billing period. The Compensation will be the total amount paid to CONTRACTOR for performing the Scope of Work and includes, but

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 is not limited to, all out-of-pocket costs and taxes. CITY will pay no other compensation to CONTRACTOR. In no case will CITY compensate CONTRACTOR more than $ _____ for performing the Scope of Work.

3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on ______ [Date].

4. TERMINATION. Either party may terminate this Agreement after giving the other party written notice, as provided herein, ten ( 10) days before the termination is effective.

5. ACCOUNTING RECORDS. CONTRACTOR shall maintain accurate accounting records and other written documentation pertaining to all costs incurred in performance of this Agreement. Such records and documentation shall be kept at CONTRACTOR's office during the term of this Agreement, and for a period of three (3) years from the date of the final payment hereunder, and made available to CITY representatives upon request at any time during regular business hours.

6. ASSIGNMENT. Neither this Agreement nor any rights, interests, duties, liabilities, obligations or responsibilities arising out of, concerning or related in any way to this Agreement (including, but not limited to, accounts, actions, causes of action, claims, damages, demands, liabilities, losses, obligations, or reckonings of any kind or nature whatsoever, for compensatory or exemplary and punitive damages, or declaratory, equitable or injunctive relief, whether based on contract, equity, tort or other theories of recovery provided for by the common or statutory law) may be assigned or transferred by any party. Any such assignment is prohibited, and shall be unenforceable and otherwise null and void without the need for further action by the non-assigning party or parties.

7. BINDING EFFECT. The rights and obligations of this Agreement shall inure to the benefit of, and be binding upon, the parties to the Agreement and their heirs, administrators, executors, personal representatives, successors and assigns.

8. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall, at CONTRACTOR's sole cost, comply with all of the requirements of municipal, state, and federal authorities now in force, or which may hereafter be in force, pertaining to this Agreement, and shall faithfully observe in all activities relating to or growing out of this Agreement all municipal ordinances and state and federal statutes, rules or regulations, and permitting requirements now in force or which may hereafter be in force including, without limitation, obtaining a City of Bakersfield business tax certificate (Bakersfield Municipal Code Chapter 5.02) where required.

9. NON-DISCRIMINATION CLAUSE AND CIVIL RIGHTS COMPLIANCE. During the performance of this Agreement, Contractor and its subcontractors shall not deny the contract's benefits to any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 expression, age, sexual orientation, or military and veteran status, nor shall they discriminate unlawfully against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. Contractor shall insure that the evaluation and treatment of employees and applicants for employment are free of such discrimination.

Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code § 12900 et seq.), the regulations promulgated thereunder (Cal. Code Regs., tit. 2, § 11000 et seq.), the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Gov.

Code § § 11135-11139 .5), and the regulations or standards adopted by the awarding state agency to implement such article. Contractor shall permit access by representatives of the Department of Fair Employment and Housing and the awarding state agency upon reasonable notice at any time during the normal business hours, but in no case less than 24 hours' notice, to such of its books, records, accounts, and all other sources of information and its facilities as said Department or Agency shall require to ascertain compliance with this clause.

Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. (See Cal. Code Regs., tit. 2, § 11105.) Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the Agreement.

10. BOOKS AND RECORDS. Maintain adequate fiscal and project books, records, documents, and other evidence pertinent to the subcontractor's work on the project in accordance with generally accepted accounting principles. Adequate supporting documentation shall be maintained in such detail so as to permit tracing transactions from the invoices to the accounting records, to the supporting documentation. These records shall be maintained for a minimum of three (3) years after the acceptance of the final grant project audit under the Grant Agreement and shall be subject to examination and/or audit by the BSCC or designees, state government auditors or designees, or by federal government auditors or designees.

11. ACCESS TO BOOKS AND RECORDS. Make such books, records, supporting documentations, and other evidence available to the BSCC or designee, the State Controller's Office, the Department of General Services, the Department of Finance, California State Auditor, and their designated representatives during the course of the project and for a minimum of three (3) years after acceptance of the final grant project audit. The Subcontractor shall provide suitable facilities for access, monitoring, inspection, and copying of books and records related to the grant-funded project.

12. PROJECT ACCESS. Grantee shall ensure that the BSCC, or any authorized representative, will have suitable access to project activities, sites, staff, and documents at all reasonable times during the grant period including those

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 maintained by subcontractors. Access to program records will be made available by both the grantee and the subcontractors for a period of three (3) years following the end of the grant period.

13. CORPORATE AUTHORITY. Each individual signing this Agreement on behalf of entities represents and warrants that they are, respectively, duly authorized to sign on behalf of the entities and to bind the entities fully to each and all of the obligations set forth in this Agreement.

14. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be considered as an original and be effective as such.

15. DIRECTION. CONTRACTOR retains the right to control or direct the manner in which the services described herein are performed.

16. EQUIPMENT. CONTRACTOR will supply all equipment, tools, materials and supplies necessary to perform the services under this Agreement.

17. EXECUTION. This Agreement is effective upon the date first written above and is the product of negotiation and all parties are equally responsible for authorship of this Agreement. Section 1654 of the California Civil Code shall not apply to the interpretation of this Agreement.

18. EXHIBITS. In the event of a conflict between the terms, conditions or specifications set forth in this Agreement and those in exhibits attached hereto, the terms, conditions, or specifications set forth in this Agreement shall prevail. All exhibits to which reference is made in this Agreement are deemed incorporated in this Agreement, whether or not actually attached.

19. FURTHER ASSURANCES. Each party shall execute and deliver such papers, documents, and instruments, and perform such acts as are necessary or appropriate, to implement the terms of this Agreement and the intent of the parties to this Agreement.

20. GOVERNING LAW. The laws of the State of California will govern the validity of this Agreement and its interpretation and performance. Any litigation arising in any way from this Agreement shall be brought in Kern County, California.

21. INCLUDED DOCUMENTS. Any bid documents, including, without limitation, special provisions and standard specifications and any Request for Proposals, Request for Qualifications and responses thereto relating to this Agreement are incorporated by reference as though fully set forth herein.

22. INDEMNITY. CONTRACTOR shall indemnify, defend, and hold harmless CITY and CITY's officers, agents and employees against any and all liability, claims, actions, causes of action or demands whatsoever against them, or any of them, before administrative or judicial tribunals of any kind whatsoever, arising out of,

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

23. 24.
connected with, or caused by CONTRACTOR or CONTRACTOR's employees, agents, independent contractors, companies, or subcontractors in the performance of, or in any way arising from, the terms and provisions of this Agreement whether or not caused in part by a party indemnified hereunder, except for CITY's sole active negligence or willful misconduct.

INDEPENDENT CONTRACTOR. This Agreement calls for CONTRACTOR's performance of the Scope of Work as an independent contractor. CONTRACTOR is not an agent or employee of CITY for any purpose and is not entitled to any of the benefits provided by CITY to its employees. This Agreement shall not be construed as forming a partnership or any other association with CONTRACTOR other than that of an independent contractor.

INSURANCE.

24.1 Types and Limits of Insurance. In addition to any other insurance or security required under this Agreement, CONTRACTOR must procure and maintain, for the duration of this Agreement, the types and limits of insurance below ("Basic Insurance Requirements").

24.1.1 24.1.2

24.1.3 Automobile liability insurance, providing coverage for owned, non-owned, and hired autos on an occurrence basis for bodily injury, including death, of one or more persons, property damage, and personal injury, with limits of not less than $1,000,000 per occurrence.

24.1.2.1 Provide contractual liability coverage for the terms of this Agreement;

24.1.2.2 Provide products and completed operations
coverage;

24.1.2.3 Provide premises, operations, and mobile equipment coverage; and

24.1.2.4 Contain an additional insured endorsement in favor of CITY and its mayor, council, officers, agents,
employees, and designated volunteers.

Workers' compensation insurance with limits of not less than $1,000,000 per occurrence. In accordance with the provisions of

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Labor Code Section 3700, every contractor will be required to secure the payment of compensation to his employees. Pursuant to Labor Code Section 1861, CONTRACTOR must submit to CITY the following certification before beginning any work on the Improvements:

By executing this Agreement, CONTRACTOR is submitting the certification required above.

The policy must contain a waiver of subrogation in favor of CITY and its mayor, council, officers, agents, employees, and designated volunteers.

24.2 General Provisions Applying to All Insurance Types.

24.2.1 24.2.2

24.2.3 All policies required of CONTRACTOR must be written on a firstdollar coverage basis, or contain a deductible provision. Subject to CITY's advance approval, CONTRACTOR may utilize a selfinsured retention in any or all of the policies provided, but the policy or policies may not contain language, whether added by endorsement or contained in the policy conditions, that prohibits satisfaction of any self-insured provision or requirement by anyone other than the named insured or by any means including other insurance or which is intended to defeat the intent or protection of an additional insured.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

24.2.4 24.2.5

24.2.6 24.2.7
The insurance required in this section must be maintained until the Scope of Work is satisfactorily completed as evidenced by CITY's written acceptance. All policies must provide that there will be continuing liability thereon, notwithstanding any recovery on any policy.

Full compensation for all premiums which CONTRACTOR is
required to pay to satisfy the Basic Insurance Requirements shall be considered as included in the prices paid for the performance of the Scope of Work, and no additional allowance will be made therefor or for additional premiums which may be required by extensions of the policies of insurance.

25. INTERPRETATION. Whenever the context so requires, the masculine gender includes the feminine and neuter, and the singular number includes the plural.

26. KEY PERSONNEL. At request of CITY, CONTRACTOR shall name all key personnel to be assigned to the work set forth herein. CITY reserves the right to approve key personnel, which approval shall not be unreasonably withheld. Once the key personnel are approved CONTRACTOR shall not change such personnel without the approval of CITY.

27. LICENSES. CONTRACTOR shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement any licenses, permits and approvals which are legally required for CONTRACTOR to practice its profession and perform the Scope of Work. If CONTRACTOR is a corporation, at least one ( 1) officer or key employee shall hold the required licenses or professional degrees. If CONTRACTOR is a partnership, at least one ( 1) partner shall hold the required licensees or professional degrees.

28. MERGER AND MODIFICATION. This Agreement sets forth the entire agreement between the parties and supersedes all other oral or written representations. This Agreement may be modified only in a writing approved by the City Council and signed by all the parties.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

29. NO WAIVER OF DEFAULT. The failure of any party to enforce against another party any provision of this Agreement shall not constitute a waiver of that party's right to enforce such a provision at a later time and shall not serve to vary the terms of this Agreement.

30. NON-INTEREST. No CITY officer or employee shall hold any interest in this Agreement (California Government Code section 1090).

31. NOTICES. All notices relative to this Agreement shall be given in writing and shall be personally served or sent by certified or registered mail and be effective upon actual personal service or depositing in the United States mail. The parties shall be addressed as follows, or at any other address designated by notice:

CITY: CITY OF BAKERSFIELD

CITY HALL
CONTRACTOR:
1600 Truxtun Avenue
Bakersfield, California 93301

32. RESOURCE ALLOCATION. All CITY obligations under the terms of this Agreement are subject to the appropriation and allocation of resources by the City Council.

33. SB 854 COMPLIANCE. To the extent Labor Code Section 1771.1 applies to this Agreement, a contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, be subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. It is not a violation of Labor Code Section 1771.1 for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Labor Code Section 1725.5 at the time the contract is awarded. The prime contractor is required to post job site notices in compliance with California Code of Regulations, Title 8, Section 16451. This project is subject to compliance monitoring and enforcement by the California Department of Industrial Relations.

34. STANDARD OF PERFORMANCE. The Scope of Work shall be performed in conformity with all legal requirements and industry standards observed by a specialist of CONTRACTOR's profession in California.

35. STARTING WORK. CONTRACTOR shall not begin work until authorized to do so in

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 writing by CITY. No work will be authorized before the date first written above.

36. TAX NUMBERS.

CONTRACTOR's Federal Tax ID Number ______ _
CONTRACTOR is a corporation? Yes ____ No ___ _
(Please check one.)

37. THIRD-PARTY CLAIMS. In the case of public works contracts, CITY will timely notify CONTRACTOR of third-party claims relating to this Agreement. CITY shall be allowed to recover from CONTRACTOR, and CONTRACTOR shall pay on demand, all costs of notification.

38. TITLE TO DOCUMENTS. All documents, plans, and drawings, maps, photographs, and other papers, or copies thereof prepared by CONTRACTOR pursuant to the terms of this Agreement, shall, upon preparation, become CITY property.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.
"CITY"

CITY OF BAKERSFIELD
By: __________ _

KAREN GOH
Mayor
APPROVED AS TO CONTENT:

CITY DEPARTMENT NAME
By: __________ _

DEPARTMENT HEAD NAME
Title
APPROVED AS TO FORM:
(Deputy) City Attorney: ______ _

ENTER ATTORNEY NAME
Insurance: ___ _
Attachment(s): Exhibit
"CONTRACTOR"

NAME OF CONTRACTOR
By: __________ _
Print Name: ___________ _
Title: ____________ _
COUNTERSIGNED:

Finance Director: _____ _

RANDY MCKEEGAN

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 "I have received and reviewed the sample Independent Contractor's Agreement, which was included in the City's RFP, including the Indemnity clause. My signature on the Sample Independent Contractor's Agreement signifies our firm's acceptance of said agreement if our firm is selected for awarding an agreement for the project as described in said RFP. This acceptance is made with the understanding that the Compensation clause will be modified to contain the amounts and dates established for this agreement."
Signature of Proposer: ____________ Date: _____ _

SUBMIT WITH PROPOSAL

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exhibit B - Non-Collusion Affidavit to be Executed by Contractor

NON-COLLUSION AFFIDAVIT

STATE OF CALIFORNIA
COUNTY O F KERN J 55
____________ , being first duly sworn, deposes and says that he or she is ___ _______ (Title) of _ _ ________ (company) the party making the foregoing proposal that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposal has not directly or indirectly induced or solicited any other proposal to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposal or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposal has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposal, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposal, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposal has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal.

Signa ture o f Pro p oser
Business Add ress
Place o f Re side nce
No tary Pub lic Seal
State o f California
County of Kern }
On ____ before me, __________ personally appeared
who proved to me on the basis of satisfactory evidence to be the person( s) w hose name (s) is/are/ subscribed to the within instrument and ac knowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person( s) ac ted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

NOTARY PUBLIC SIG NATUR E

SUBMIT WITH PROPOSAL

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Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05

PROPOSAL IN RESPONSE TO

REQUEST FOR PROPOSALS (RFP)
City of Bakersfield - Community Vitality Unit
Proposition 47 Cohort 4 Grant Program
Homeless Services and Prevention Initiative
Intensive Case Management Services for Justice-Impacted, Chronically Homeless Submitted by:

Community Action Partnership of Kern (CAPK)
Friday, May 22, 2026, at 6:00 PM
300 19th Street, Suite 200, Bakersfield, CA 93301 I www.capk.org Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Section 1 Cover Letter
2 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 ! ofKem
May 21 , 2026
Jamie Achterberg, Assistant to the City Manager
City of Bakersfield, City Manager's Office
1600 Truxtun Avenue, Fifth Floor
Bakersfield, CA 93301
Community Action Partnership of Kern
Helping People. Changing Lives.

Re: Proposal - Proposition 47 Cohort 4, Intensive Case Management Services for JusticeImpacted, Chronically Homeless Individuals Dear Ms. Achterberg and Members of the Review Committee:

Community Action Partnership of Kern (CAPK) is pleased to submit this proposal in response to the City of Bakersfield's Request for Proposals for Intensive Case Management Services for Justice-Impacted, Chronically Homeless Individuals with Mental Health, Substance Abuse, or Co-Occurring Issues under the Proposition 47 Cohort 4 Grant Program.

CAPK is Kern County's federally designated Community Action Agency, a California 501(c)(3) nonprofit organization established in 1965 and headquartered at 300 19th Street, Bakersfield, CA 93301 (www.capk.org). With more than 60 years of experience addressing poverty, health inequity, and family instability across the region, and serving over 137,000 low-income residents annually through an integrated continuum of programs, CAPK is among the largest and most operationally diverse human services organizations in the Central Valley. We are fully committed to the City's vision of reducing homelessness and recidivism through sustained, relationship-based, and trauma-informed intervention.

CAPK is uniquely positioned to deliver the intensive, field-based case management services this program requires. Our existing BSCC Adult Re-entry Grant (ARG) contracts, CalAIM whole~person care programs, co-located SUD treatment partnership with STEPS, Inc., and active management of the M Street Navigation Center collectively demonstrate both our direct experience with the target population and our administrative capacity to meet Proposition 47's rigorous compliance and reporting standards. Critically, CAPK can mobilize on July 1, 2026, with rio lapse in service. Three experienced Navigators currently employed under our ARG program will transition directly into this contract on day one.

The total proposed cost for services under this agreement is $630,000, covering the active service period of July 1, 2026, through March 31 , 2028, and administrative closeout through June 30, 2028.

We look forward to the opportunity to serve as a trusted partner to the City's Community Vitality Unit in support of Bakersfield's coordinated homelessness response. 0~
Jerem T. Tobias
Chief Executive Officer
(661) 336-5236 I [email protected]
1300 18th Street, Suite 200, Bakersfield, CA 93301 (661) 336-5236 Toll Free (888) 445-0090 Fax (661) 322-2237 www.capk.org
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Section 2 Organizational Overview and Capacity
2a. Organizational History, Mission, and Service Experience Community Action Partnership of Kern (CAPK) is one of the largest and most established nonprofit human services organizations in Kern County, California. Founded in 1965 as part of the national Community Action Agency network established under the Economic Opportunity Act, CAPK has served as Kern County's designated Community Agency for more than five decades. Our mission is to address poverty through direct services, advocacy, and locally driven solutions that promote dignity and self-sufficiency in the communities we serve. Today, CAPK serves more than 137,000 low-income Kern County residents annually through a broad array of programs across several interconnected service domains, including housing and homelessness services, Head Start and early childhood education, veteran support services and housing, migrant programs, nutrition programs, and energy assistance. This multi-sector presence allows CAPK to address the intersecting and compounding needs of individuals experiencing poverty, homelessness, behavioral health challenges , and justice system involvement. The precise population this RFP seeks to serve.

Relevant to this proposal, CAPK's core program portfolio includes the following :

Adult Re-Entry Grant (ARG) BSCC Cohorts 3 and 4
CAPK currently operates active contracts with the California Board of State and Community Corrections (BSCC) under the Adult Re-entry Grant (ARG) program for both Cohort 3 and Cohort 4. These contracts fund targeted services for individuals existing the criminal justice system who face barriers to stable housing, employment, and community reintegration. Under the ARG program, CAPK provides intensive case management, housing navigation, rental assistance, emergency hotel placement, and coordination of supportive services for individuals who are justice-impacted and at risk of or experiencing homelessness. This direct operational experience with BSCC grant administration, including performance reporting, HMIS data collection, file documentation, fiscal compliance, and audit readiness, directly parallels the requirements of the grant and ensures CAPK is fully prepared to meet the City's administration expectations.

CalAIM - Enhanced Care Management (ECM), Community Supports, and Day Habilitation
CAPK delivers California Advancing and Innovating Medi-Cal (CalAIM) funded services through whole-person care contracts with both Anthem Blue Cross and Kern Family Healthcare (also known as Kern Health Systems). Our CalAIM program lines include Enhanced Care Management (ECM), Community Supports, and Day Habilitation, each designed to address the complex, intersecting needs of Medi-Cal beneficiaries with significant social determinants of health. In addition to its full staffing profile, the CalAIM programs are professionally staffed by 3 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

2.0 Full-Time Equivalent Registered Nurses (RNs) and one (1.0 FTE) Master of Social Work (MSW), providing robust clinical and case management capacity that is integrated into our service delivery model and available to support the individuals served under this proposal.

The whole-person care approach embedded in CalAIM, addressing medical, behavioral health, housing, and social needs in a coordinated, client-centered manner, aligns directly with the Housing First and trauma-informed service model required under this grant. CAPK's clinical team regularly coordinates with behavioral health providers, primary care, Medi-Cal, and housing agencies to ensure that clients receive seamless, integrated support across systems.

Prospective Ca/AIM - Justice-Involved Program Development In addition to the ARG program, CAPK is actively developing an expanded justice-involved services program anticipated to launch within the next twelve (12) months under the umbrella of CalAIM services. This initiative will further deepen our organizational expertise in serving individuals with justice-system involvement and strengthen our relationships with the Bakersfield Police Department, Kern County courts, probation, and re-entry service providers, all of whom are key partners in the referral and coordination infrastructure envisioned under this contract.

Behavioral Health and SUD Services - STEPS, Inc. Partnership CAPK has established a formal Memorandum of Understanding with STEPS, Inc., a California nonprofit and DHCS-licensed provider of Outpatient Drug-Free (ODF) substance use disorder counseling, DUI programs, and community outreach support. Under this MOU, STEPS provides co-located ODF treatment services at CAPK's facility, enabling CAPK clients, including those enrolled in case management programs, to access individual counseling, group counseling, and psychoeducational groups without transportation barriers or referral delays. This partnership reflects CAPK's commitment to integrated, on-site behavioral health care and creates a seamless connection between social services and SUD treatment that is critical for the justiceimpacted population targeted by this RFP. Cross-referral protocols and information-sharing procedures are established within the MOU in compliance with HIPAA and 42 CFR Part 2.

Rental Assistance and Emergency Housing Placement
Through the ARG program, CAPK directly administers rental assistance and emergency hotel placement services for justice-impacted individuals at risk of or experiencing homelessness.

This includes management of direct financial assistance funds, landlord engagement, hotel voucher coordination, and follow-up housing stabilization support. CAPK's experience managing client incentive and direct assistance funds in compliance with BSCC grant requirements, including documentation, prior authorization, and expenditure tracking processes, directly supports our ability to administer the client incentive and supportive item components of this contract.
4 Docusign Envelope ID: 27D67330-8 342-8F8E-8072-C93CFCD77C05 Program Performance Highlights
The following summary captures key outcome indicators across CAPK's relevant program portfolio. Specific metrics should be inserted prior to submission .

Program I Key Services/ Activities Outcomes to Insert
I
ARG Cohort 3 & 4
CalAIM ECM/
Community Supports
(Anthem & KHS)
Justice-impacted ICM
Housing navigation
Rental assistance
Emergency hotel
placement
BSCC reporting &
compliance
Enhanced Care
Management
Community Supports
Day Habilitation
RN and MSW
integration
In 2025, the ARG Program provided intensive
support services to 304 justice-impacted
individuals, successfully assisting 56 participants
in securing stable housing and completing more
than 300 referrals to critical community
resources. Through a highly coordinated , clientcentered approach, participants were connected to mental health services, medical care,
employment resources, transportation
assistance, and housing stabilization supports.

The program continues to demonstrate a strong
commitment to reducing barriers for justiceinvolved populations by expanding access to emergency motel placements, rental and deposit
assistance, and individualized intensive case
management. ARG's comprehensive service
model promotes long-term housing stability,
increased self-sufficiency, and successful
community reintegration while strengthening
participant engagement and overall quality of life.

CalAIM currently provides intensive case
management to 450 clients with complex
housing needs. Through collaboration, housing
navigation, ECM coordination , community
support, and day habilitation services, the
program delivers coordinated whole-person care
designed to improve long-term health and
housing outcomes.

Over the past several years, the program has
achieved significant growth in housing stability
outcomes, increasing from 19.1 % in 2023 to
41 .1 % in 2025. This measurable improvement
reflects the program's effectiveness in
connecting vulnerable populations to sustainable
housing solutions, improving care coordination ,
and increasing participant stability and
independence across multiple domains of care.
5 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 HHAP Program
CalVIP Grant
Direct housing
assistance
Stabilization services
Rapid rehousing
support
Violence intervention
Community outreach
Coordinated response,
in-person crisis
response, and intensive
case management
ECM currently serves 69 members with high
medical, behavioral needs. All clients receiving
care case management through the use of
carefully crafted client-centered care plans to
track client progression in achieving health
goals, as of today, 40% of our clients have
successfully met or exceeded these plans.

The HHAP Program continues to serve as a
critical homelessness response and housing
stabilization resource within the community,
providing direct housing assistance, rapid
rehousing support, and stabilization services to
individuals and families experiencing
homelessness. In 2026, the program served
1,460 households, with 68% of participants
successfully exiting into positive or permanent
housing situations, including independent rental
housing, subsidized units, and permanent family
reunification placements.

The program has also strengthened system
accessibility and responsiveness through the
launch of an enhanced CES campaign and
improved coordinated entry processes. Average
CES call wait times have been reduced to
approximately 4.5 minutes, while average
callback response times have improved to within
1-3 business days. These enhancements have
increased community access to services,
improved engagement with vulnerable
populations, and reinforced the program's
commitment to timely, equitable, and effective
housing interventions.

Annually serves approximately 19 at-risk
individuals and their families in communities
disproportionately impacted by gun violence,
homicides, shootings, and aggravated assaults.

Through coordinated outreach, in-person crisis
response, and intensive case management, the
program supports participants in reducing
involvement in violent activity and connecting to
stabilizing community resources.
6 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 2b. Experience Serving Justice-Impacted and Chronically Homeless Populations CAPK's experience serving justice-impacted and chronically homeless individuals is grounded in years of direct service delivery through the ARG program and a robust network of community partnerships. Our navigators and case managers regularly work with individuals who have multiple prior incarcerations, active probation or parole conditions, outstanding legal matters, and co-occurring mental health and substance use disorders, the precise profile of individuals the City seeks to serve through this contract.

CAPK staff are trained in trauma-informed engagement, motivational interviewing, and assertive outreach strategies, and have direct experience working in the field alongside law enforcement, outreach teams, and behavioral health providers in Bakersfield's homeless encampments, navigation centers, and emergency shelters. CAPK does not simply navigate Kern County's homelessness response system; we administer it. As the lead agency overseeing the Coordinated Entry System (CES), we partner closely with HMIS, the Brundage Lane Navigation Center, and the broader Continuum of Care (CoC) to ensure direct access to the systems, data, and relationships required to move clients efficiently from assessment to housing.

Our CalAIM clinical team brings additional capacity to serve individuals with complex behavioral health profiles, including engagement with individuals who are difficult to connect to traditional clinical services. The embedded RNs and MSW routinely coordinate care for individuals with severe mental illness, chronic physical health conditions, and active substance use, providing a level of clinical depth that complements and strengthens our case management model. 2c. Organizational Staffing Structure and Key Personnel CAPK's proposed staffing structure for this program is built around a core team of experienced professionals, the majority of whom are currently employed by CAPK and will transition directly into this program. All staff funded through these grant funds will maintain Proposition 47-specific duty statements clearly identifying grant-related responsibilities and activities. Part-time staff will maintain functional time-keeping records in compliance with BSCC requirements, as applicable.

Position : FTE Key Responsibilities
Justice-Involved
Navigator 1
(transitioning from
ARG)
I
Allocation

1.0 FTE Experienced Navigator
(current ARG staff). Intensive case management, fieldbased outreach, housing navigation, referral coordination , crisis response, and client documentation. HMIS data
entry and integrity , Proposition 47 reporting,
documentation compliance, file audits, and grant support. 7 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Justice-Involved
Navigator 2
(transitioning from
ARG)
Justice-Involved
Navigator 3
(transitioning from
ARG)
STEPS, Inc. - Contract
Services
Director of Housing and
Supportive Services -
Rebecca Moreno
Program Administrator
Registered Nurse (RN)
as part of CalAIM
MSW/ Clinical
Coordinator as part of
CalAIM

1.0 FTE

1.50 FTE
Intensive case management, field-based outreach,
housing navigation, client incentives coordination, and CES/HMIS data entry.

Intensive case management, field-based outreach,
community coordination, after-care follow-up support, and reporting.

STEPs, Inc. contracted staffing includes three positions totaling 1.50 FTE, which covers one full-time Licensed
Therapist (LMFT/LCSW) and two part-time substances
use disorder (SUD) Counselors, each at 0.25 FTE, with all positions including a 25% benefits rate.

IN-KIND Leveraged/Integrated Support

0.20 FTE

0.40 FTE

0.10FTE
(estimated)

0.10 FTE
(estimated)
Overall program oversight, staff supervision, City and
BSCC compliance, quality assurance, reporting, and
community partnership management.

Overall program oversight, staff supervision, City and
BSCC compliance, quality assurance, reporting, and
community partnership management.

Clinical assessment support, health coordination,
coordination with behavioral health providers, and MediCal navigation for dual-enrolled clients.

Behavioral health coordination, co-occurring disorder
support, trauma-informed practice consultation, and
clinical supervision support.

A critical advantage of staffing for this program is CAPK's ability to onboard the three Navigator positions immediately on July 1, 2026. These individuals are current CAPK employees working within the ARG program, whose grant funding concludes on June 30, 2026. Because these staff are already employed by CAPK, trained in the organization's systems and compliance protocols, experienced with the target population, and familiar with Kern County's homelessness response network, they can be fully functional case managers on Day One of the contract, with no hiring lag, no onboarding delay, and no lapse in service to the community. 8 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 2d. Administrative and Operational Capacity
CAPK maintains a robust administrative infrastructure purpose-built to support complex, multifunder grant programs with demanding compliance, documentation, fiscal, and reporting requirements. Our organizational capacity for grant management is not theoretical; it is demonstrated daily across an active portfolio of an estimated 85 state and federally funded contracts spanning housing, behavioral health, violence prevention, emergency services, and community development. A full inventory of CAPK's active grants and contracts is available for review in the May 2026 Budget and Finance Committee Agenda (BF-Committee-Agenda5.20.26-Comb-1. pdf refer to pages 50-55).

Representative programs that reflect the depth and rigor of CAPK's grant management experience include:
• HUD Office of Community Planning and Development - Coordinated Entry System (CES): Multi-year administration of the region's Continuum of Care-wide coordinated intake and assessment system, requiring standardized data collection, HMIS compliance, interagency coordination, and HUD performance reporting across multiple partner organizations.
• M Street Low-Barrier Navigation Center and Safe Camping and Parking Grant - County of Kern: CAPK operates a 147-bed, 24-hour congregate shelter providing housing, meals, showers, laundry, and an onsite array of mental health, medical, dental, and economic services for unsheltered individuals, including those with pets and partners.

The shelter is complemented by 42 safe camping spaces and 10 safe parking slots, offering additional low-barrier options for individuals not yet ready for indoor shelter.

Operating a facility of this scale requires rigorous daily compliance with County contract standards, incident reporting protocols, client documentation requirements, and ongoing fiscal oversight.
• Homeless Housing Assistance and Prevention (HHAP) Program - City of Bakersfield, County of Kern, and Kern Regional Homeless Collaborative: Administration of direct financial assistance, client tracking, and compliance with HCD state program guidelines across multiple administering entities - requiring coordination of documentation standards, eligibility verification, and expenditure reporting across jurisdictions. • California Violence Intervention and Prevention (CalVIP) Grant - City of Bakersfield (BSCC-administered): Performance reporting, outcome data collection, and community partnership coordination under a BSCC grant program - the same administrative framework governing Proposition 47 - demonstrating CAPK's direct familiarity with BSCC reporting expectations, allowable cost standards, and program compliance obligations.
9 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • CalVIP Outreach Grant- City of Bakersfield: A companion BSCC-funded initiative supporting community-based gun violence reduction in areas disproportionately impacted by homicides, shootings, and aggravated assaults, requiring field-based outreach documentation, performance data collection, and coordinated reporting.

CAPK's administrative systems include dedicated fiscal staff experienced in grant fund accounting , allowable cost determination, and multi-funder expenditure reconciliation. Our data management team is an active HMIS participant, experienced with data collection and reporting standards associated with BSCC-funded programs. Internal quality assurance processes include regular file reviews, supervisor case audits, and documentation spot-checks. CAPK maintains a formal records retention policy consistent with state and federal requirements and has successfully navigated external monitoring visits and audits from multiple state and federal funders, establishing a track record of compliance readiness that directly supports our ability to meet all City and BSCC requirements under this Proposition 47 contract. 2e. Multidisciplinary Collaboration Experience
CAPK's work is inherently collaborative, and our programs are deliberately integrated into Kern County's broader human services, behavioral health, and criminal justice systems. Key existing partnerships that directly support this proposal include:

Bakersfield Police Department (BPD): CAPK has an established working relationship with BPD through the ARG and CalVIP program, participating in coordinated outreach activities, receiving referrals from officers in the field, and collaborating on case conferences for individuals with repeated law enforcement contact.

Kern County Behavioral Health and Recovery Services (KCBHRS): CAPK coordinates with KCBHRS on referrals to mental health services, crisis intervention support, and care coordination for clients with severe mental illness.

Bakersfield Kern Regional Homeless Collaborative / Kern County Continuum of Care (CoC) and CES: CAPK is an active participant in the Kern CoC and Coordinated Entry System, with staff trained in CES intake, HMIS data entry, and housing prioritization processes. Currently, Rebecca Moreno, Director of Housing & Supportive Services, is the Chair of the Kern Coe.

STEPS, Inc. : Formal MOU for co-located ODF/SUD treatment services, enabling warm referrals and coordinated care between CAPK case managers and STEPS clinical staff for clients with substance use disorders.

Anthem Blue Cross and Kern Health Systems: Active CalAIM contracts creating a formal coordination framework between CAPK's social services and managed care health plans, enabling dual enrollment and cross-system care coordination. 10 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 CAPK's M Street Low-barrier Navigation Center, the City's Brundage Lane Navigation Center, and Shelter Partners: Existing working relationships with shelter operators support rapid placement coordination and continuity of care for enrolled participants.

Government and Public Agencies (Kern County DHSS, Social Security Administration):

Established referral relationships and familiarity with public benefits enrollment processes, including Medi-Cal, CalFresh, and SSI/SSDI navigation.

Section 3 Approach and Methodology
3a. High-Touch Intensive Case Management Service Model
CAPK's proposed service model for this program is grounded in a high-touch, field-based, and assertively relationship-driven approach to intensive case management, one that aligns directly with the City's 'relentless pursuit' model of outreach and stabilization. We understand that the individuals referred to this program have often experienced significant trauma, system failures, and repeated cycles of homelessness and incarceration. Engaging and retaining these individuals in meaningful, life-changing services requires more than a traditional office-based case management model. It requires persistent presence, a genuine relationship, and an unwavering commitment to each individual's potential for stability.

CAPK's case managers will function as the primary, consistent point of contact for each enrolled participant, maintaining a caseload of no more than fifteen (15) active clients per Case Manager in accordance with the City's requirements . Case managers will maintain a minimum of multiple meaningful contacts per week during active enrollment, including field-based outreach, inperson meetings, transportation assistance, accompaniment to appointments, wellness checks, crisis response, and coordination of supportive services. Contact frequency will be adjusted only upon demonstrated client stabilization and with prior approval from the Community Vitality Unit.

CAPK's model is built around five core principles: (1) Housing First: rapid connection to stable housing without preconditions; (2) Trauma-Informed Practice: services designed to minimize retraumatization and promote safety, predictability, and healing; (3) Harm Reduction: meeting clients where they are and supporting incremental progress toward stability; (4) Whole-Person Care: addressing the full continuum of health, behavioral health, housing, legal, and social needs; and (5) Relentless Engagement: never closing a door on a participant, regardless of setbacks or missed contacts .
3b. Engagement Philosophy and Field-Based Outreach
CAPK's case managers bring direct, on-the-ground experience engaging Kern County's most difficult-to-reach individuals, those with repeated justice involvement, chronic homelessness, distrust of service systems, and active behavioral health challenges. Our staff are trained in and regularly practice the following evidence-based and trauma-responsive engagement strategies:
11 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Motivational Interviewing. Case managers use reflective listening, open-ended questioning, and collaborative goal setting to support clients in identifying their own motivations for change and building intrinsic momentum toward stability. • Assertive Community Treatment (ACT) Principles: CAPK's outreach model mirrors ACT principles by bringing services directly to the client's location, whether on the street, at an encampment, in a shelter, or in the community, rather than expecting clients to come to us.
• CAPK will not disengage from a participant following missed contacts or setbacks.

Case managers will make repeated, varied attempts at contact, including field visits, coordination with shelter staff, outreach through shared contacts, and coordination with BPD and partner agencies, to maintain engagement and prevent service dropout.
• Harm Reduction Orientation: CAPK's approach does not require sobriety, treatment participation, or behavioral compliance as a precondition for engagement. Clients are met where they are, and incremental progress is acknowledged and reinforced. • Crisis Response Integration: Case managers are trained to recognize and respond to behavioral health crises, coordinating with KCBHRS crisis services, BPD, hospital emergency departments, and other crisis resources as needed. CAPK's embedded clinical staff (RNs and MSWs) provide a critical resource for crisis de-escalation and clinical consultation.
3c. Assessment Tools, Documentation, and Individualized Care Planning Upon referral, CAPK case managers will initiate a comprehensive assessment process to determine program eligibility and establish a detailed understanding of each client's needs, barriers, strengths, and goals. Assessment domains include mental health status, substance use history and current use, physical health, housing history and stability, justice-system involvement, employment status, income, public benefits enrollment, and social support systems. Through the assessment process and CES, staff utilize the Vulnerability Index - Service Prioritization Decision Assistance Tool (VI-SPDAT) that is designed to be administered quickly in the field by outreach workers, shelter staff, etc., to determine vulnerability and housing intervention (e.g., diversion, rapid rehousing, permanent supportive housing).

Care Plans and client outcome documentation will be structured in alignment with the City's Local Evaluation Plan (LEP), ensuring that all data collected at intake, during service delivery, and at exit is consistent with the performance indicators, outcome measures, and reporting expectations established under this grant. Based on the comprehensive assessment, CAPK will develop an individualized care plan with each client. Care Plans are living documents that establish realistic, measurable, and achievable goals tailored to each individual's unique circumstances. Consistent with RFP requirements, all clients will have a minimum of two primary goal areas: ( 1) housing stability and/or employment, and (2) mental health stabilization 12 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 and/or substance use treatment or recovery. Additional goals will be established as appropriate based on individual needs and barriers.

The Care Plans will be updated regularly throughout service delivery, at a minimum at each significant milestone, upon any change in client circumstances, and at established review intervals. Case managers will monitor progress toward goals, document contacts and outcomes in CAPK's case management system and in HMIS and use Care Plan reviews as an opportunity to celebrate progress, adjust goals as circumstances evolve, and recalibrate engagement strategies when barriers arise.
3d. Coordination with City, BPD, Behavioral Health, Housing, and Community Partners
CAPK will serve as an active, engaged, and responsive partner within Bakersfield's coordinated homelessness response system. We will maintain proactive and consistent communication with the Community Vitality Unit, treating them as a core organizational partner rather than a contractual oversight entity. Key coordination commitments include:
• Bakersfield Police Department (BPD) and Community Vitality Unit (CVU): CAPK prioritize referrals generated by BPD and the Community Vitality Unit through field contacts, encampment engagement, and coordinated outreach. We will maintain open lines of communication with referring officers and CVU staff, providing timely updates on client status, referral outcomes, and service barriers. • Behavioral Health Partners (KCBHRS, STEPS, Inc.): CAPK's MOU with STEPS enables direct, co-located ODF/SUD treatment referrals for enrolled clients. For clients requiring higher levels of mental health care, CAPK will coordinate with KCBHRS and other licensed behavioral health providers, facilitating warm referrals and maintaining coordinated communication with treatment teams. • Housing Providers and Shelter Operators: CAPK will work closely with shelter operators, the Brundage Lane Navigation Center, and permanent supportive housing providers to facilitate rapid placement and maintain housing stability post-placement.

Our existing relationships with these partners enable direct communication and timely coordination.
• CES and HMIS: CAPK administers the CES program and is a registered HMIS participant. Our staff will enter and maintain accurate, timely client data in HMIS, support CES referral and prioritization processes, and ensure that enrolled clients are appropriately documented within Kern County's coordinated entry system. • CalAIM Health Plan Partners: For clients who are Medi-Cal beneficiaries, CAPK will coordinate with Anthem and Kern Health Systems to explore CalAIM ECM and Community Supports enrollment where appropriate, leveraging our existing relationships to create a whole-person care continuum for enrolled participants. 13 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 3e. Housing First Implementation and Housing Navigation Housing First is a foundational principle of CAPK's service model, not merely a compliance requirement, but a genuine organizational value rooted in the belief that stable housing is the essential precondition for addressing all other barriers to self-sufficiency. CAPK will prioritize rapid connection to permanent housing for all enrolled participants without imposing preconditions related to sobriety, mental health treatment participation, income, or criminal history.

CAPK's housing navigation services will include: comprehensive assessment of housing barriers and needs; identification of appropriate housing options including emergency shelter, bridge housing, transitional housing, permanent supportive housing (PSH), and rapid re-housing opportunities; assistance with housing applications, documentation, background check remediation, and landlord negotiation; coordination with the City's Brundage Lane Navigation Center, CAPKs M Street Low-barrier Navigation Center, and other shelter resources for interim placement while permanent housing is secured; and post-placement stabilization support to promote long-term housing retention.

CAPK's experience with rental assistance and emergency hotel placement through the ARG program provides a direct operational foundation for the housing navigation and interim placement functions required under this contract. Our existing landlord relationships and familiarity with Kern County's affordable and supportive housing inventory will support more efficient and effective housing placement for enrolled participants. 3f. Referral Response Times and Client Engagement Protocols CAPK is committed to rapid, responsive engagement with all referrals received from the Community Vitality Unit, Bakersfield Police Department, and partner agencies. Our referral response protocols are as follows:

Immediate Acknowledgment: All referrals will be acknowledged to the referring party within one (1) business day of receipt, with assignment to a specific Case Manager confirmed.

Initial Contact Attempts: Case managers will initiate outreach efforts immediately upon referral assignment, the same day when feasible, using all available contact information, field knowledge, and coordination with partner agencies.

In-Person Connection: Case managers will establish an initial in-person connection with each new client within forty-eight (48) hours of referral, consistent with the City's expectation, whenever the client's location is known or can be determined through field coordination.

Ongoing Contact Frequency: During active enrollment, case managers will maintain a minimum of multiple meaningful contacts per week with each client. Contact modalities 14 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 include field visits , in-person meetings at CAPK facilities or community locations, phone or video contact, and joint outreach with partner agencies.

Documentation: All contacts, contact attempts, and their outcomes will be documented in CAPK's case management system and in HMIS within 24 hours of occurrence, ensuring a real-time record of engagement for City review and compliance purposes. 3g. Onboarding and Transition Planning
CAPK understands the critical importance of a smooth and disruption-free transition at the program's launch. Given that the target population is highly vulnerable and that disruptions in service relationships can have significant negative consequences, including loss of engagement, housing instability, and increased risk of recidivism, CAPK is prepared to prioritize continuity of care above all else during the transition and onboarding period.

CAPK's transition plan takes advantage of a unique structural asset: our three transitioning Navigator staff are current CAPK employees who will move directly from the ARG program into this contract on July 1, 2026. Because they are already active members of Bakersfield's homeless response network, known to partner agencies, shelter staff, BPD officers, and many of the individuals who will be referred to this program , the relational continuity that is so critical to effective engagement with this population is preserved from Day One.

During the anticipated two-week transition and onboarding period, CAPK will:
• participate in collaborative transition planning meetings with the Community Vitality Unit and any outgoing service provider; review and receive appropriate transfer of existing client records and service plans (subject to applicable confidentiality requirements). • conduct warm handoff coordination for any currently enrolled participants transitioning to our care; complete staff orientation specific to program requirements, City reporting standards, and program-specific protocols; and
• establish all operational systems, including HMIS access, documentation templates, client intake forms, and referral intake workflows , prior to or concurrent with service delivery launch.
3h. Staffing Structure and Continuity Planning
CAPK's staffing structure for this program is designed to ensure supervision, accountability, and continuity of service delivery throughout the contract period. The Program Administrator will provide regular individual supervision to all Case Managers, conduct regular case reviews, ensure documentation compliance, participate in City-required meetings and case conferences, and serve as the primary escalation point for complex client situations or compliance concerns .

With three (3) dedicated full-time Justice-Involved Navigators and a maximum caseload of fifteen (15) active clients per Navigator, CAPK is positioned to serve a total of forty-five (45) 15 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 unduplicated clients over the grant period. The caseloads will be managed by the CAPK team, as the lead entity, with the Program Administrator providing oversight, to ensure equitable distribution based on client acuity, geographic concentration, and staff capacity, ensuring each client receives the high-frequency, high-intensity engagement that justice-involved individuals transitioning from incarceration require for successful housing stabilization and community reintegration. Complementing direct case management, STEPs, Inc. will provide all forty-five (45) program participants with access to licensed clinical professionals, delivering more intensive and complex services including Substance Use Disorder (SUD) counseling, behavioral health intervention, and therapeutic support, ensuring that clients with the highest levels of need receive specialized, professional-level care beyond the scope of traditional case management.

Staff continuity is a priority. In the event of a vacancy, extended absence, or other staffing disruption, CAPK will provide written notification to the Community Vitality Unit within one business day and will implement contingency protocols, including temporary caseload redistribution, use of organizational on-call staff, and expedited recruitment, to minimize any disruption to client services. CAPK's broader organizational staffing base provides a depth of coverage and institutional support that smaller, single-program organizations cannot offer. 3i. Administrative Capacity and Compliance
CAPK's administrative infrastructure for this program leverages the same organizational systems and personnel that have successfully supported our BSCC ARG Cohorts 3 and 4 contracts and CalAIM programs. Key administrative capacity elements include:

HMIS Participation and Data Management: CAPK is an active HMIS participant with trained staff experienced in data entry, data quality standards, and HMIS reporting requirements. We will ensure timely, accurate, and complete data entry for all enrolled participants and generate reports on the formats required by the City and BSCC.

Grant Compliance and Documentation: CAPK's compliance team conducts regular internal file reviews and documentation audits to ensure consistency with grant requirements. All client files will contain required intake, assessment, care plan, contact log, referral , and outcome documentation in accordance with Proposition 47 and City standards.

Fiscal Tracking and Accountability: CAPK's finance department maintains grant fund accounting systems that track expenditures by budget category , generate monthly budget-to-actual reports, and support invoice preparation and submission. All client incentive and direct assistance expenditures will be subject to prior City approval and documented in accordance with BSCC allowable cost guidelines.

Reporting: CAPK will submit all required reports, including monthly, quarterly, and annual performance reports, on schedule and in the formats specified by the City and BSCC. We will designate a specific staff member responsible for reporting coordination. 16 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 CAPK will ensure all data collection, documentation, and reporting activities align with the City's Local Evaluation Plan (LEP), including adherence to LEP-defined outcome measures, data elements, and evaluation timelines. Staff will be trained on LEP requirements prior to program launch, and internal quality assurance processes will include regular review of LEP compliance. 3j. Trauma-Informed, Culturally Responsive, and Harm Reduction-Oriented Service Delivery
CAPK's service philosophy recognizes that the vast majority of individuals served through this program have experienced significant, often complex and multi-generational trauma, including trauma associated with incarceration, victimization, homelessness, family disruption, substance use, and systemic marginalization. Trauma-informed practice is embedded throughout our organizational culture and program design, not simply a training checkbox.

Key elements of CAPK's trauma-informed, culturally responsive, and harm reduction approach include:

Safety, Trustworthiness, and Transparency: All client interactions prioritize physical and emotional safety. Case managers are transparent about program expectations, client rights, and the limits of confidentiality, fostering trust from the first contact.

Cultural Responsiveness: CAPK serves a diverse Kern County community with significant Latino, Indigenous, Black, and other underrepresented populations among the chronically homeless and justice involved . Our staff reflect the communities we serve, and bilingual services (English/Spanish) are available. Program materials, outreach approaches, and communication styles are adapted to the cultural contexts of the individuals we serve.

Strengths-Based Practice: Case managers are trained to identify and build on client strengths, capacities, and existing support networks, not merely to catalogue deficits and barriers.

Harm Reduction: CAPK does not require abstinence or behavioral compliance as a condition of service. Clients are supported by taking incremental steps toward stability, and case managers are trained to respond to relapses and setbacks with compassion , not judgment.
• Peer Support Consideration: CAPK recognizes the value of lived experience in building trust with this population and will explore opportunities to incorporate peer support elements into the service model as appropriate.
17 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Section 4 Work Plan and Timeline
4a. Key Activities, Milestones, and Implementation Timeline The following work plan reflects CAPK's proposed implementation timeline, beginning with transition and onboarding activities and extending through administrative closeout on June 30, 2028.

Phase/ Milestone Target Date Key Activities
Pre-Launch /
Transition Period
Program Launch -
Active Service
Delivery
Month 1-3 Operations
Mid-Year Program
Review
Year 2 Continuation
July 1-14,
: 2026
July 1, 2026
July-Sept.
2026
December
2026 / Jan.
2027
July 2027 -
I March 2028
Participate in City-led transition planning meetings;
coordinate warm handoffs with outgoing providers; finalize staff assignments and caseload structure; establish HMIS access and program documentation systems; complete
Proposition 47 program orientation; finalize referral intake protocols with CVU and BPD; confirm partner agency
coordination agreements.

Begin accepting referrals from CVU and BPD; initiate
immediate outreach to newly referred clients; complete
comprehensive assessments and develop initial
Individualized Care Plans; begin HMIS data entry for all enrolled participants; initiate weekly case conferencing with CVU.

Establish caseloads at full target capacity; maintain multiple I contacts per week per client; submit first monthly report to City; conduct first internal documentation audit; participate in bi-weekly case conferencing with CVU; initiate housing navigation for all enrolled clients; complete first quarterly performance report.

Conduct internal mid-year program evaluation; review client outcome data and progress toward goals; submit mid-year performance report; adjust engagement strategies for
clients with limited progress; identify training or capacity gaps; confirm staffing continuity and report any changes to CVU.

Maintain full caseloads and high-frequency engagement;
continue housing navigation and stabilization; begin
transitioning cl ients completing 12-month ICM phase to after-care follow-up support (up to 12 months); submit
quarterly performance reports; maintain HMIS data
currency and accuracy; support CVU-directed evaluation
activities.
18 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 After-Care Support
Phase (selected
clients)
Active Service
Delivery Conclusion
Administrative
Closeout
Ongoing per
client timeline
March 31,
2028
April 1 -
June 30,
2028
Periodic follow-up contacts (monthly or as directed);
monitoring of housing retention and behavioral health
stability; crisis response as needed; support linkage to community services for long-term self-sufficiency;
documentation of after-care contacts and outcomes in
HMIS.
-------~--·----
Complete all active client services; transition enrolled participants to community services or after-care support; submit final program performance report; ensure all HMIS records are current and complete; provide CVU with final client status summary.

Complete final billing and invoice reconciliation; submit final fiscal report; conduct final file review and documentation audit; respond to any CVU or BSCC requests; archive all program records in compliance with grant retention
requirements.
4b. Program Management, Supervision, and Evaluation
CAPK will manage this program through a structured supervision and quality assurance framework. The Program Administrator will hold weekly individual supervision sessions with each Case Manager, conduct monthly case reviews for a sample of active client files, and convene quarterly all-staff program review meetings to assess performance data, discuss challenges , and identify opportunities for improvement. Monthly budget-to-actual reviews will ensure fiscal compliance and early identification of any expenditure concerns .

CAPK will use HMIS data and internal tracking spreadsheets to monitor real-time progress toward performance targets, including client enrollment numbers, housing placement rates, housing retention rates, engagement frequency, and reduction in recidivism indicators.

Performance data will be shared with the Program Administrator and CVU in monthly reports and discussed at bi-weekly case conferences.

Program performance will be monitored and evaluated in accordance with the City's Local Evaluation Plan (LEP), with HMIS data and internal tracking systems configured to capture all LEP-required data elements and outcome indicators, including housing placement rates, housing retention, sustained client engagement, and reductions in recidivism . 4c. Onboarding and Transition Plan
CAPK's transition plan is a critical organizational advantage and is designed to ensure that enrolled clients experience no disruption in supportive services during the program's launch.

Key elements of the transition plan include:
19 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Staff Continuity: Three existing CAPK ARG Navigators will transition directly into Case Manager roles on July 1, 2026. Their familiarity with the local service system, established relationships with referral partners, and existing knowledge of many of the individuals who will be referred to this program eliminates the ramp-up period that new hires would require.

Warm Handoff Coordination: CAPK will actively participate in any warm handoff processes facilitated by the Community Vitality Unit, reviewing existing client records, meeting with clients currently enrolled with any outgoing provider, and ensuring that current service plans are understood and honored from the beginning .

Partner Agency Notifications: CAPK will notify key referral and coordination partners, including BPD, KCBHRS, STEPS, shelter operators, and housing providers, of the program launch and our role as the new service provider, ensuring that referral pathways are established and functioning from the first day of service delivery.

Operational System Setup: Before July 1, CAPK will complete all HMIS access setup, case management system configuration, documentation template finalization , and intake workflow establishment to ensure that administrative systems are fully operational at launch.
4d. Hiring, Onboarding, and Startup Timeline
CAPK's startup timeline is streamlined by the availability of three experienced ARG Navigators who will transition directly into this program. The primary hiring activities will focus on any supervisory or administrative positions not currently filled by existing staff. CAPK anticipates the following pre-launch activities:

Weeks prior to July 1: Finalize program position descriptions, confirm staff assignments, and complete any necessary personnel actions for staff transitioning from ARG to this program .

June-July 2026: Complete program-specific orientation and training for all assigned staff, including grant requirements, City reporting standards, documentation protocols, HMIS procedures, and program-specific intake workflows. Establish all operational agreements and coordination MOUs with partner agencies.

July 1, 2026: Full program launch, no ramp-up period required. Case managers are ready to accept referrals, conduct outreach, and begin comprehensive assessments. 4e. Multidisciplinary Collaboration and Case Conferencing CAPK is fully committed to active and consistent participation in the collaborative structures established by the Community Vitality Unit (CVU). Specifically, CAPK will:
20 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Participate in weekly or bi-weekly case conferencing meetings with the CVU and partner agencies, as directed by the City, providing timely case updates, raising service barriers, and coordinating complex client situations.

Designate the Program Administrator as the primary point of contact for the CVU for all administrative, compliance, and operational matters.

Continue to participate in the Bakersfield-Kern Regional Homeless Collaborative - Continuum of Care (CoC) meetings, referral network coordination meetings, and other community meetings as directed by the CVU.

Maintain a shared tracking mechanism or communication protocol with the CVU to ensure real-time visibility into client referral status, enrollment, and outcomes.

Respond to CVU communications , data requests , and status inquiries within one business day as a standard operating protocol.

Section 5 Resumes, References, and Organizational Experience 5a. Key Personnel - Summary of Qualifications
Full resumes for all key personnel are attached as Exhibit A to this proposal. Summaries of qualifications for positions proposed for this program are provided below.

Rebecca Moreno, Director of Community Development (In-Kind) Rebecca Moreno brings over 10 years of homeless services experience and 7 years of supervisory leadership, currently overseeing all agency contracts and grants related to housing and homelessness, including direct supervision of the Coordinated Entry System (CES), M Street Navigation Center, Housing, Re-Entry programs, and the newly added Veteran Supportive Services Division . Rebecca is an active leader within Kern County's homelessness response system, serving as a Governing Board Officer of the Bakersfield-Kern Regional Homeless Collaborative (BKRHC) as the Chairperson and participating in multiple community working groups, including the Built for Zero Campaign and Connected Community Network. Her expertise spans HMIS, VI-SPDAT assessments, trauma-informed care, program budget oversight, federal and state compliance, and community outreach. Rebecca will contribute 0.20 FTE to this program as an in-kind resource, providing executive oversight, program leadership, and quality assurance at no cost to the grant.

Joseph Aguilar - Program Administrator (In-Kind)
Joseph Aguilar brings more than five years of progressive leadership within CAPK's homeless services division and eight-plus years of total program supervision experience, currently serving as CES Program Manager overseeing CAPK's Coordinated Entry System, CalAIM, and Day Habilitation programs. In this role, he manages all staff supervision , stakeholder reporting , 21 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 community partnerships, and compliance with programs that have collectively processed over 800 KHS referrals and ensured more than 10,000 clients were contacted within CES's 24-hour response standard. Mr. Aguilar was instrumental in launching both the CalAIM and Day Habilitation programs at CAPK and serves as Chair of the CES Committee within the Bakersfield-Kern Regional Homeless Collaborative (BKRHC), where he provides HMIS data quality training to CoC partners across Kern County. He is trained in motivational interviewing, VI-SPDAT/PR-SPDATNITAY assessment tools, and HUD homelessness definitions, and is bilingual in English and Spanish. Mr. Aguilar holds a Leadership certificate from Bakersfield College, was accepted into the Bakersfield Chamber of Commerce Leadership Program (2024) and is a candidate for the Certified Community Action Professional (CCAP) credential.

Veronica Ramos - Justice-involved Navigator
Veronica Ramos is a bilingual (English/Spanish) housing and homelessness services professional with over 7 years of progressive experience in Kern County's homelessness response system. Currently serving as a Program Specialist at Community Action Partnership of Kern (CAPK), she brings deep expertise in Coordinated Entry System (CES) operations, HMIS data management, HUD compliance, housing navigation, and cross-agency collaboration.

Throughout her career, Veronica has demonstrated a strong ability to manage complex, multiprogram environments - simultaneously supporting CES operations, the Encampment Resolution Fund (ERF), and the KHS CalAIM Housing Navigation Program. Her direct contributions include helping house 126 of 164 households matched to a housing subsidy under the ERF program, launching CalAIM housing navigation services as one of the program's first navigators, and providing ongoing technical assistance and compliance guidance to community providers across Kern County. Prior to CAPK, Veronica served as a Lead Case Manager at the Bakersfield Homeless Center, where she delivered intensive case management through the CalWORKs Housing Support Program, coordinated housing placements, and trained incoming staff on HMIS and program compliance. Her core competencies include CES match coordination, data quality oversight, policy development, staff training, housing inspections, crisis intervention, trauma-informed care, and public presentations. She holds certifications in Trauma-Informed Care, SOAR Works, the 16-Hour NSPIRE Physical Inspection course, and multiple Asthma Education credentials.

Cesar Serrano - Justice-involved Navigator
Cesar Serrano is a bilingual (English/Spanish) social services professional with a background spanning justice-involved navigation, behavioral intervention, and youth advocacy. His experience reflects a consistent commitment to serving vulnerable and underserved populations through trauma-informed, culturally sensitive, and person-centered approaches. 22 Docusign Envelope ID: 27D67330-B342-8F8E-8072-G93GFGD77G05 Currently serving as a Justice Involved Navigator at Community Action Partnership of Kern (CAPK), Cesar provides intensive case management and outreach to justice-involved individuals experiencing homelessness, conducting assessments, developing individualized support plans, and coordinating access to housing, healthcare, and community resources. He works closely with multidisciplinary teams, law enforcement, correctional facilities, and social service providers to support successful client reintegration.

Before CAPK, Cesar worked as a Behavior Interventionist with Maxim Healthcare Services, where he implemented Behavior Intervention Plans, supported students in crisis, and contributed to collaborative education team efforts through data tracking and progress monitoring. Earlier, as a Youth Advocate and Community Liaison with the Child Abuse Prevention Center, he managed a caseload of Foster and McKinney-Vento youth involved in the juvenile justice system throughout Kern County, connecting clients to grants, programs, and educational pathways to support their transition back into society.

Cesar holds two Associate of Arts degrees from Bakersfield College in Communication and Liberal Studies, and his core competencies include crisis intervention, care coordination, trauma-informed care, leadership, and bilingual service delivery in English and Spanish.

Claudia E. Huerta - Justice-involved Navigator
Claudia E. Huerta is a bilingual (English/Spanish) social services professional with a bachelor's degree in criminal justice from California State University, Bakersfield, and a dedicated career focused on housing navigation, case management, and community reintegration for justiceinvolved and vulnerable populations throughout Kern County.

Currently serving as a Justice Involved Navigator at Community Action Partnership of Kern (CAPK), Claudia provides intensive, client-centered case management to individuals transitioning from incarceration into stable housing. Her work includes developing individualized housing plans, coordinating vital document procurement, facilitating CES referrals, conducting outreach in CDCR facilities, and providing aftercare case management to support long-term housing sustainability and recidivism reduction. She maintains strong partnerships with Adult Probation, the Department of Corrections, and community service providers.

Prior to her current role, Claudia served as a CalAIM Case Manager at CAPK, where she conducted VI-SPDAT and ORT assessments, managed HMIS documentation, coordinated housing deposits, conducted housing inspections, and supported clients through 30, 60, and 90- day follow-up intervals. Earlier, as an Outreach Specialist at CAPK, she supported food bank coordination, community partnerships, donor database management, and emergency financial assistance programs.
23 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Her core competencies include trauma-informed care, intensive case management, housing stabilization, CES navigation, HMIS documentation, crisis intervention, and bilingual service delivery in English and Spanish.

Sb. Primary Program Manager and City Point of Contact
Name: Joseph Aguilar
Title:

Address:

Email:

Program Administrator, Housing & Supportive Services
1631 30th Street, Bakersfield, CA 93301
[email protected]
Phone: 661-336-5236
Sc. Comparable Contracts and Organizational Experience
The following table summarizes CAPK's current and recent contracts for comparable intensive case management, homeless services, re-entry services, behavioral health coordination, and housing stabilization programs.

Program I Contract Funder ! Services Provided
I
Adult Re-Entry Grant BSCC
(ARG) Cohort 3
Adult Re-Entry Grant BSCC
(ARG) Cohort 4
-- -
CalAIM ECM/ Anthem Blue
Community Cross
Supports / Day
Habilitation -
Anthem
; Intensive case management, housing navigation, rental ' assistance, emergency hotel placement, and coordinated services for justice-impacted, homeless individuals. I
Same as Cohort 3; expanded capacity and service
enhancements based on Cohort 3 learnings.

Enhanced Care Management, Community Supports, and Day
1 Habilitation services for Medi-Cal beneficiaries with complex health and social needs.

CalAIM ECM /
Community
Supports - Kern
Kern Health
Systems
Enhanced Care Management and Community Supports for KHS Medi-Cal beneficiaries; whole-person care coordination with 2.0 FTE RNs and 1.0 FTE MSW.

Health Systems
Homeless Housing
Assistance and
Prevention (HHAP)
CAHCD Direct financial assistance, housing navigation, and stabilization services for individuals and families experiencing or at risk of homelessness.
24 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 California Violence BSCC-City of
Intervention and Bakersfield
Prevention (CalVIP)
Target communities that are disproportionately impacted by homicides, shootings, and aggravated assaults. CAPK
provides in-person response and case management.
5d. Professional References (Minimum 3)

1. Kern Family Health Care
Name: Adriana Salinas
Title: Director of Community and Social Services
Phone: 661-426-7711
Email: [email protected]
Agency website: www.kernfamilyhealthcare.com
CAPK maintains an active contractual relationship with Kern Health Systems through its Ca/AIM program, delivering Enhanced Care Management (ECM) and Community Supports services to KHS Medi-Ca/ beneficiaries under a whole-person care model. Ms. Salinas can speak directly about CAPK's performance, clinical coordination capacity, and responsiveness as a managed care partner.

2. County of Kern
Name: Stacy Kuwahara
Title: Assistant Chief Administrative Officer
Phone: 661-868-3169
Email: [email protected]
Agency website: https://www.kerncounty.com
CAPK partners with the County of Kern across multiple homeless response contracts, including operation of the M Street Low-Barrier Navigation Center and Safe Camping and Parking program, the Homeless Housing Assistance and Prevention (HHAP) program, the Homeless Drop-In Center in Mojave, and ongoing Continuum of Care coordination. Ms. Kuwahara can speak to CAPK's contract compliance, operational performance, and collaborative role within Kern County's homelessness response system.

3. Kern County Public Defenders Office
Name: Peter Kang
Title: Public Defender
Phone: 661 -868-4 799
Email: [email protected]
Agency website: https://www.kerncounty.com/government/departments/public-defender 25 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 The M Street Navigation Center maintains a collaborative partnership with the Kern County Public Defender's Office to help address legal barriers that often contribute to homelessness and housing instability. Through this partnership, individuals experiencing homelessness are connected to legal support services designed to improve their ability to secure and maintain permanent housing, employment, and overall stability.

Public Defender representatives work in coordination with the M Street case management staff to assist participants with resolving outstanding warrants, addressing court obligations, navigating Homeless Court processes, and pursuing expungement opportunities when appropriate. This collaboration helps reduce barriers that may otherwise prevent individuals from qualifying for housing programs, employment opportunities, or supportive services. By incorporating legal advocacy into the continuum of care, the M Street team is able to provide more comprehensive stabilization services and improve long-term housing outcomes for vulnerable populations. This coordinated approach strengthens system-wide collaboration between homeless services providers and the justice system while supporting participants in achieving self-sufficiency, reducing recidivism, and successfully transitioning into permanent housing.

Section 6 Pro osed Budget
Ga. Budget Alignment with Narrative, Work Plan & Service Model The proposed budget totals $630,000 over the full grant period, fully funded by the City of Bakersfield. All expenditures are directly aligned with Intensive Case Management (ICM) service delivery, program administration , and subcontracted substance use disorder (SUD) clinical services through STEPs, Inc. The budget supports three full-time Justice-Involved Navigators, program oversight, and a comprehensive array of client-centered services consistent with the program narrative, work plan, staffing plan, and proposed service model.

Year 2 (July 1, 2027 - March 31 , 2028, + Closeout) $296,287 TOTAL GRANT AWARD $630,000 I
6b. Service Period & Administrative Closeout
The budget covers the full-service period from July 1, 2026, through March 31 , 2028. Year 2 incorporates three months of administrative closeout (April 1 - June 30, 2028), with costs limited to activities necessary for grant closeout, including HMIS data management, reporting, and fiscal reconcil iation, consistent with BSCC Administrative Grant Guide requirements. 26 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 6c. Budget Narrative & Calculations
Personnel - CAPK I $317,501 Total (Salaries+ Stipends) + $86,893 Benefits Three (3) full-time Justice-Involved Navigators are budgeted at 1.0 FTE each at an hourly rate of $25. 77 ($53,602 annually per navigator), providing direct case management, housing navigation, and reintegration support to justice-involved individuals experiencing homelessness throughout Kern County. Direct-charge salary total: $160,806 (Year 1) across all three navigators.

Employee stipends are included at $75/month per staff for cell phone reimbursement and $100/month per staff for bilingual pay across 3.0 FTE, totaling $11 ,970 over the grant period ($6,300 Year 1 / $5,670 Year 2). Benefits are calculated at 28% of base salary, totaling $86,893 over the grant period ($45,020 Year 1 / $41,873 Year 2).

The following positions are contributed as in-kind and charged at no cost to the grant:
• Rebecca Moreno, Director of Housing & Supportive Services - 0.20 FTE at $71 .27/hr ($29,648 annually) 100% In-Kind
• Joseph Aguilar, Program Administrator - 0.40 FTE at $45.63/hr ($37,964 annually) 100% In-Kind
ContractServices-STEPs, Inc. I $141,179Total
CAPK has contracted with STEPs, Inc. to provide Substance Use Disorder (SUD) clinical and counseling services as a subcontractor under this grant. STEPs, Inc. will deliver evidence-based SUD assessment, individual and group counseling, therapeutic services, and participant engagement support to program clients. The subcontract is budgeted at $77,553 in Year 1 and $63,626 in Year 2, totaling $141,179 over the grant period.

Position FTE Base Salary Benefits (25%) Total
Licensed Therapist
(LMFT/LCSW)
SUD Counselor #1
SUD Counselor #2
Participant Engagement
(Snacks/Food/Coffee)
TOTAL - STEPs, Inc. (GrantFunded Portion)

0.90 FTE 1

0.25 FTE

1.40 FTE j
$80,943 I
$15,000
$15,000
$20,236
$3,750
$3,750
$101,179
$18,750
$18,750
$2,500 (est.)
$141,179
The Licensed Therapist (LMFT/LCSW) is budgeted at 0.90 FTE under this grant; the remaining

0.10 FTE is supported through STEPs, Inc. organizational funding. 27 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Space Costs I $19,000 Total
Office space is calculated at $2. 31 /SF x 120 SF x 12 months x 3. 0 FTE staff, totaling $10,000 in Year 1 and $9,000 in Year 2. This provides a dedicated workspace for Justice-Involved Navigators to conduct client meetings, case documentation, and coordination activities.

Other Operating Costs I $2,339 Total
Other operating costs support the full range of program operations and community engagement, including:
• Meeting Expenses: Partner coordination , match calls, and case conferencing. Client engagement and meeting support. One-on-One & Group Meeting Supplies/Snacks ($1 ,231 Year 1 / $1 ,108 Year 2)
Indirect Costs I $63,088 Total
Indirect costs are calculated at a 12% de minimis rate covering contract management, human resources, general administrative support, finance, facilities, and IT support. Year 1: $32,803 I Year 2: $30,285.

Category Year 1 Year 2 Total
Salaries & Stipends
Benefits (28%)
Space Costs
Contract Services - STEPs, Inc.

Other Operating Costs Meeting Expenses
(Direct)
Indirect (12% de minimis)
TOTAL
Gd. Allowable Budget Line Items
$167,106
$45,020
$10,000
$77,553
$1 ,231
$32,803
$333,713 I
$150,395
$41,873
$9,000
$63,626
$1 ,108
$30,285
I
$296,287 I
I
All proposed budget line items fall within allowable categories as defined in the BSCC Administrative Grant Guide, including:
• Personnel & Payroll Taxes/ Fringe Benefits
• Space Costs
• Contract Services (STEPs, Inc. Subcontract)
• Other Direct Costs (Outreach, Meetings, Printing, Postage, Employee Costs) • Indirect Costs (12% de minimis rate)
$317,501
$86,893
$19,000
$141 ,179
$2,339
$63,088
$630,000 I
28 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Reference the sections above for a detailed budget description. 6e. Staffing & Administrative Sufficiency
CAPK's staffing structure provides sufficient capacity to sustain all service delivery, compliance, reporting, case coordination, HMIS data management, and administrative requirements associated with Proposition 47-funded services throughout the grant period. Three full-time Justice-Involved Navigators, Veronica Ramos, Cesar Serrano, and Claudia Huerta, each bring specialized expertise in CES operations, housing navigation, justice-involved populations, and HMIS compliance. The Program Administrator (0.40 FTE, in-kind) ensures operational compliance, grant reporting, and coordination with the City, while executive oversight from the Director of Housing & Supportive Services (0.20 FTE, in-kind) provides program leadership and accountability at no cost to the grant.
6f. Client Incentives & Supportive Items
STEPs, Inc. has budgeted approximately $2,500 for participant engagement items, including snacks, food, and coffee, to support client participation and retention in SUD counseling and group sessions. Additionally, CAPK's Other Operating Costs include $2,339 for one-on-one and group meeting supplies and snacks to support client engagement in case management activities. All client incentive and supportive item expenditures will be tracked through itemized receipts, documented in program files, and submitted for City approval in compliance with applicable grant requirements and BSCC guidelines before expenditure. 6g. Leveraged Staffing, In-Kind Contributions & Partnerships CAPK contributes substantial in-kind resources that significantly enhance program capacity beyond grant-funded activities:

Name Position Contribution Est. Value Role in Program
Rebecca Moreno
Joseph Aguilar
Director of Housing &
Supportive Svcs.

Program Administrator

0.20 FTE I In- $29,648/yr • Executive oversight &
Kind program leadership

0.40 FTE I In- $37,964/yr Compliance, reporting
Kind & admin coordination
Beyond staffing, CAPK's role as the lead administrator of Kern County's Coordinated Entry System (CES) and HMIS, and its operation of the Brundage Lane Navigation Center and partnership within the Continuum of Care (CoC), provides unmatched infrastructure support for this program at no additional cost to the grant. Justice-Involved Navigators will have immediate access to real-time housing availability data, established referral pathways, and cross-system coordination across all homeless service providers in Kern County from day one. 29 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 STEPs, lnc.'s broader organizational resources, including clinical supervision infrastructure, licensed behavioral health staff, and established SUD community partnerships, further extend program capacity beyond the grant-funded subcontract allocation, ensuring clients receive a comprehensive continuum of care.

Section 7 Insurance Requirements
CAPK confirms its ability and intent to obtain and maintain all insurance coverages required under the City of Bakersfield's Professional Services Agreement as a condition of contract award. CAPK currently maintains organizational insurance coverage appropriate to our operational scale and programming activities, and will ensure that all required coverage, at the specified limits and with the required endorsements, is in place before contract execution .

Refer to EXHIBIT B for evidence of insurance compliance.

Refer to EXHIBIT C for the signed independent contractor agreement acknowledgement form .

Section 9 Non-Collusion Affidavit
Refer to EXHIBIT D for the non-collusion affidavit.
30 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exhibit A: Section 5 I Resumes, References, and Organizational Experience
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Rebecca Moreno
2601 Auburn Ct Bakersfield, CA 93306 I 661-376-7568 I [email protected] Objective
My objective as the Program Director is to take my current knowledge and experience in program development, implementation, developing policies and procedures, leadership skills, management abilities, established partnerships, and willingness to learn and apply it, in accordance and alignment with federal, state, local policies as well as those of the Community Development division and Community Action Partnership of Kern, to assist those in our community that are currently in need of services.

Skills & Ability
• Microsoft Office • Program Budget Oversight
• HMIS • Community Outreach
• Public Speaking • Excellent Communication Skills
• 10 years in Homeless Services • Written and Oral Presentations • Coordinated Entry System • Program Development and Growth • Motivational Interviewing • 6 years of Supervision Experience • Trauma Informed Care • Microsoft Dynamics- D365
• Data Driven Outcomes • Federal, State, Local Compliance Experience
11/ 2021- Current Director of Community Development, Community Action Partnership of Kern Directs, supervises, and monitors all Agency contracts and/or grants that pertain to homeless and housing services. Ensures program compliance with federal, state, and local regulations. Provides direct supervision and oversight to the Coordinated Entry System (CES), M Street Navigation Center, Housing, and Re-Entry programs. Performs internal quality control activities to monitor and evaluate the progress of contracts to ensure that the goals and objectives of the contracts are being met within required timeframes. Develops, reviews, and coordinates budget preparation, monitors expenditures and revenues for assigned program/contracts. Evaluates program effectiveness, compliance, and makes recommendations as needed. Serves as a liaison on the county-wide homeless collaborative to ensure that the needs of the homeless population are being met. Provide effective presentations to the Board of Directors and its subcommittees, elected officials, private and public agencies, and the community. 10/ 2018- 10/ 2021 Coordinated Entry System {CES} Program Supervisor, Community Action Partnership of Kern
The Coordinated Entry System (CES) is responsible for providing oversight, leadership, and direction for the Bakersfield-Kern Regional Homeless Collaborative CES. As the Program Supervisor, I was responsible for program development, implementation, management, and evaluation of a newly established Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 program. I developed Policies and Procedures in accordance with federal, state, and local guidelines.

Established and coordinated program services, policies, and procedures to ensure compliance with data quality requirements and conformity with federal, state, and local regulations, as well as best practices.

Evaluate programs using outcome data to determine effectiveness of program components. Provide quarterly presentations to the CAPK Board of Directors as well as the BKRHC Governing Board. CES is also responsible for providing training for the entire CoC on HMIS, the Vulnerability Index Service Prioritization Decision Tool (VI-SPDAT) and the Quick Referral Tool (QRT). During my time with CES, we were able to grow the program from one funding source to seven funding sources and have increased the budget from $237,000 with 3 FTEs to $618,224 and 10 FTE's. Responsible for interviewing, hiring, training, evaluating, and mentoring staff, volunteers, and service providers, as appropriate. 1/2020-6/2021 Homeless Program Supervisor, Community Action Partnership of Kern Responsible for the monitoring of day-to-day operations and staff specifically related to CES and HMIS, case management, services providers, and client support to ensure compliance with federal, state, and local regulations. Ensured ongoing communication to center staff in a timely manner. Monitored related and/or assigned electronic reports to ensure all mandatory requirements are met. Prepared and submitted accurate and timely reports, assessments, and correspondence as required. Ensured maintenance of required program files. Worked in collaboration with shelter staff to implement strategies, techniques, and/or recommendations. Was responsible for providing document planning and program implementation. Provided technical assistance and guidance to shelter staff, service providers and community/volunteers. Conducted performance evaluations based on measurable and objective criteria. Ensured that personal and professional development plans are implemented for supervised staff. Completed disciplinary plans of action as identified to maintain program compliance. Assisted in interviewing, hiring, training, evaluating, and mentoring staff, volunteers, and service providers, as appropriate. Ensured client records, individual case files, daily log and service statistics were maintained in an accurate and timely manner. Prepared, conducted, and attended all meetings, trainings, and conferences as assigned. Maintained safe and functional work environment. Was proactive in cooperation with other center staff, partners, volunteers, and clients in achieving the monthly shelter and program goals. In the 13 months of operation, under my supervision and the direction of the program manager, the Housing Navigators were able to successfully place 56 residents in permanent housing.
04/2017-10/2018- Case Manager- Supportive Services for Veterans and Families (SSVF}, California Veterans Assistance Foundation
Assessed housing needs of clients and developed a Housing Stability Plan, assisted clients in the process of obtaining and maintaining housing. Assisted clients in securing income, review monthly budget, assist clients with job searches, resumes, and mock interviews. Conducted housing inspections, provided outreach to the community, worked closely with, and developed relationships with property managers, document case notes, and reported client progress in HMIS and client files, assessed and made referrals on client's behalf to available community resources . During my time at CVAF, I assisted with the following: 40 clients with permanent housing, 7 clients achieved full time employment, 7 clients with successful award of VA benefits, and 4 clients with SSI/SSDI. 12/2015-4/2017- Member Service Representative, Nationwide Mutual Insurance Company Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Assisted Nationwide members via inbound calls, servicing homeowner/auto insurance policies. Able to answer complex billing questions, processed requests for changes to policies and answered any other inquiries. During my time at Nationwide, I was able to achieve the following stats: After call work@ 25% or below (business unit is @ 32%) Average Handle Time @ 550 seconds (business unit is @ 650) Voice of Costumer Rating 100%
08/2008-03/2014- Program Manager, New Arising Destiny Center (NADC} Established, organized, and maintained record keeping, tax preparation, obtained 501(c)3 status, coordinated and oversaw programmatic budgeting and fiscal reporting. Community outreach, advocacy, and public education. Established and maintained effective working relationships with diverse agencies, service providers, community groups such as Kern County Superintendent of Schools (Project 180), Kern Juvenile Probation Department, and the City Anti-Gang Committee and Safe Streets Projects. Was responsible for program development, implementation, and management. Developed policies and procedures, case management, and program guidelines. Supervised, trained, and evaluated program staff and House Manager. Practiced conflict resolutions and problem-solving techniques. Establish and maintain program budget.
10/2002-08/2008- Reimbursement Representative, Pacific Pulmonary Services 04/1998-10/2002- Rehab Tech II/Medical Records Clerk/Outpatient Receptionist, HealthSouth Rehabilitation Hospital
Working Groups
Housing Outreach Partnership Inc. Board Member- the mission of the Housing Outreach Partnership Inc. is to engage in outreach towards landlords and property owners to educate them on the benefits, programs, and strategies for renting to homeless individuals.

Bakersfield-Kern Regional Homeless Collaborative (BKRHC) Governing Board Officer- The work of the BKRHC is maintained and conducted by a twenty-one-member Governing Board, authorized by the Voting Members of the collaborative to conduct the work and structure defined in BKRHC's Governance Charter. The Governing Board directs the work of BRHKC, the U.S. Department of Housing and Urban Development (HUD) Continuum of Care (Coe) program and Emergency Solutions Grant (ESG) program support.

Built for Zero Campaign, Community Solution -Builds and maintains standardized By Name lists for Veterans and Chronically Homeless to ensure the most up-to-date information from outreach, HMIS, shelters, and homelessness stakeholder providers, and maximize Housing First connections.

Connected Community Network (CCN} - The purpose of the CCN is to create linkages between hospitals, clinics, and local community organizations that provide services vital to underserved populations. The broader goal is to construct a community solution - consisting of a network of community partners to address the social determinants of health and link individuals to appropriate community resources.

These resources meet a variety of social and economic needs, including stable and affordable housing; maternal, infant, and child health; chronic disease management programs, healthy food, and mental health and substance abuse counseling. Through Community Action Partnership of Kern and the Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Coordinated Entry Program and 211 Call Center, we are a key role in linking populations to good health outcomes via linkages and referrals to social services.

Affordable Housing Project- Housing and Community Development (HCD) working group to research and discuss opportunities for housing available to low to moderate income families . Meets semiannually.

Homeless Action Planning, Adventist Health- The purpose of this workshop is to discuss data elements throughout our community and discuss how that data is being used.

KCNC Leadership Program 2020- The program focus is on skills-training to build the strength of local organizations and nurture natural leaders in communities where they are already engaged in local collaborative groups and citizen action mobilization efforts.

Bakersfield Chamber of Commerce Leadership Bakersfield Program 2022- Leadership Bakersfield is a 10-month program with a 33-year tradition that brings together a group of 32 individuals from across the city and asks them to step out of their daily lives, open their minds and imagine how they can help create a better Bakersfield. LB graduates will gain the knowledge and confidence to effectively lead Bakersfield into the future by meeting and interacting with current leaders, discover more about their own individual leadership styles study local issues and cultivate appreciation for differing perspectives.

Education
1997-1998- San Joaquin Valley College- Associates of Science-Rehab Nursing 2021- Current University of La Verne- Bachelor of Science- Public Administration Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Joseph Aguilar
Background:

I am part of the trans formative force in homeless services, serving as the Homeless Services CES Program Manager for five years at CAPK. Overseeing the Coordinated Entry System (CES) in partnership with the Bakersfield-Kem Regional Homeless Collaborative, I have played a vital role in streamlining services for individuals experiencing homelessness.

Additionally, I have contributed significantly to the development and implementation of the Cal-Aim and Day Habilitation program in partnership with Kem Health System, demonstrating my commitment to comprehensive support. With over 8 years of program supervision expertise, I serve as the Chair of the CES committee, former secretary of the CES Committee, and proxy within the BKRHC Governing Board, showcasing my leadership and collaborative skills. A graduate of Bakersfield College's Leadership program and accepted into the Bakersfield Leadership program by the Chamber of Commerce. For the past five years, I have actively collaborated with community members and service providers on regional efforts to end homelessness, embodying a commitment to building a compassionate future for the Bakersfield community.

Skills:
•
HMIS Knowledge and Information Input
Great Communication Skills and Reliable
HUD Homelessness Definitions and Guidelines
Bilingual - Spanish and English
Knowledge of Microsoft and Apple Programs
Coaching - One on One / Team
Homelessness Social Services and Agencies
Knowledge
Outlook System Knowledge
Supervisory Experience
Experience:

Community Action Partnership of Kern
CES Program Manager
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Hiring and Training Skills
Assessment Intake (VI-SPDAT/PR-SPDATNITA Y)
Outreach and Client/ Agency Interaction
Homeless, CAPK RA, and At-Risk Match Call
and List Procedures and Policies
Confidential Data Protection
Program Guidelines and Polices Implementation
October 2022- Current
The Program Manager is responsible for supervising the day-to-day operations of CES, Calaim, and Day Habilitation housing navigators, CES Supervisor, volunteers, and paid-to-work interns. The manager works with community service providers to build relationships within the community, provide advocacy, and assists with promoting CES and Calaim connection to benefits and housing. The manager implements best practices for staff, training, coordination of outreach events, and works as part of the team within the Bakersfield Kern Regional Homeless Collaborative. The manager is responsible for all reporting and call center outcomes to be delivered to stakeholders, continuum of care, and agency directives. • Proactively administered day-to day procedures, policies, and training of Capk Calaim, CES, and Day Habilitation Services. • Coordinates with HMIS team to provide data standards affecting HUD repo1ts as CES information is entered by all CoC partners.
• Provides trainings to all new hires and senior staff from other providers to ensure HMIS data quality standards within the Coordinated Entry System.
• Assisted in implementation and administration of the policies and procedures, guided by program's SWOT analysis. • Effectively implemented and ensured that over 10,000 clients were contacted within our 24-hour time expectation. • Provide monthly updates to BKRHC executive director and follow up with the narrative of our homeless response system, rental assistance program, and Calaim services. • Provide training and support to new hire staff members and ensures continuous comprehensive training to the staff and ensuring best practices such as motivational interviewing is implemented. • Aided in starting up the Cal-Aim Program within CAPK and ensured that intakes, questionnaires, and over the phone support was provided within a timely manner.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 •
•
Proactively assisted in growing Calaim in billable services, true member enrollments, and connecting clients into permanent housing.

Grew Calaim capacity and effectively processed over 800 referrals from Kem Health System. Manage intake process, case management, and assist in effective communication with CBOs and KHS.

Started the Day Habilitation program implementation of services as of April 2024.

Provides feedback to call times, call processes, and couching to over the phone navigators and case managers.

Nominated as CES Secretaiy for the CES Committee Meeting and former Co-Chair for our HMIS Committee Meeting.

Nominated into the CES Chair within the CES Committee Meeting in year 2023 .

Effectively implementing best practices in leadership and applying the leadership program from BC College to day-to-day operations.

Part of Human Resources working group to assist in agency retention efforts and growing our staff.

Ensured CES training to community members and CoC members, including but not limited to all Kem County DHS offices, Dignity Health, homeless providers, Kem County Superintendent of Schools, Family Resources Centers, and more.

Accepted to participate in being a Certified Community Action Professional.

Accepted into the Bakersfield Leadership program 2024.

Community Action Partnership of Kern
CES Program Supervisor
November 2021- September 2022
The Program Supervisor is responsible for supervising the day-to-day operations of CES homeless navigators. The supervisor works with community service providers to build relationships within the community, provide advocacy, and assists with promoting CES connection to benefits and housing. The supervisor implements best practices for staff, trainings, coordination of outreach events for CES, and work as part of the team within the Bakersfield Kern Regional Homeless Collaborative.
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•
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Proactively administered day-to day CES procedures, policies, and training.

Assisted in polices and administration of the CES policies and procedures, including SWOT analysis .

Effectively implemented and ensured that over 10,000 clients were contacted within our 24-hour time expectation .

Provide monthly updates to BKRHC executive director and followed up with the narrative of our homeless response system.

Aided in the implementation of homeless verification to aid the efforts our street outreach providers .

Provide training and support to new hire staff members and ensures continuous comprehensive training to the staff.

Nominated as CES Secretary for the CES Committee Meeting and Co-Chair for our HMIS Committee Meeting.

Effectively implementing best practices in leadership and applying the leadership program from BC College to day-to-day operations.

Part of Human Resources working group to assist in agency retention effo1ts and growing our staff.

Ensured CES trainings to community members and CoC members, including but not limited to all Kern County DHS offices, Dignity Health, homeless providers, Kern County Superintendent of Schools, Family Resources Centers, and more.

Effectively implementing a continuous relationship with Stanislaus County and aiding Director of Community Development in setting process changes to take on Stanislaus County CES.

Accepted to participate in being a Certified Community Action Professional.

Community Action Partnership of Kern
CES Program Specialist
November 2019- November 2021
The Program Specialist assesses individual client resource needs, strengths, and barriers. The specialist coordinates, refers, and delivers services to meet the short-tenn needs of individuals and families, which includes connection to housing Docusign Envelope ID: 27D67330-B342-8F8E-8072-G93CFGD77C05 supports, emergency services, asset development programming, case coordination, and other resources that move individuals and families towards self-sufficiency. • Aid CES Program Supervisor in administration of day-to day CES procedures, policies, and training. • Assisted in polices and administration of the rental assistance program referral for CAPK, Housing Authority, and Bakersfield Homeless Center, including data collection and check request forms for finance. • Evaluated over 10,000 clients as a direct result of COVID-19 pandemic and community needs of homeless, at risk, and rental assistance referrals.
• Aided in eligibility screening, check request submission, check request data management, gathering of documentation, and reviewing all documentation for CES Program Supervisor and Director approval. • Aided in the opening of the M St. Low Barrier Navigation Center, providing intakes, case management, procedural updates, and advocacy for shelter services. • Provide training and support to new hire staff members and ensures continuous comprehensive training to the staff.
• CES committee work within the CoC groups and actively part of the Homeless Outreach Committee, Youth BNL meetings, Youth and Veteran case conferences, Elderly BNL, and any other directed by CES Program Supervisor • Assists with staff scheduling preparation of reports and participation in the design of new systems, as required. • Implement call center policies, practices, and procedures related to the database management, QRT tracking excel sheet, CRM system, and CAPK Rental Assistance working excel sheet. • Administrate, prioritize, and ensure CoC procedures are implemented on the Homeless and At-Risk Prioritization lists.
• Provide weekly reports directly to CoC to ensure compliance and data within CoC and to the public. • Aid in CoC Homeless Collaborative trainings to all service providers and ensure that all HUD guidelines and procedures are implemented among all providers.

Comm unity Action Partnership of Kern
Homeless Navigator
July 2019- November 2019
The Homeless Navigator works with the homeless community and assessment point service providers to build relationships with the homeless community, provide advocacy, and assist with connection to benefits and housing. The primary goal is to identify unsheltered homeless individuals through community referrals from direct homeless providers and social service agencies and permanent housing. •
•
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Training to new members and proactively moving the QRT list daily .

Provided motivational interviewing to facilitate clients' referrals based under HUD definition.

Aided CES Program Specialist with community queue referrals, data quality, and document management.

Exceeded call volume at 45-50 calls daily versus the average of 20-30 .

Aided in community outreach to promote education on CAPK homeless services.

Conduent
Supervisor
Nov 2015- June 2019
The Call Center Supervisor leads and manages all activities associated with the USAC Programs Call Center and Enrollment operations in order to meet and exceed contractual obligations to the client. Delivers all KPl's of the immediate team, including quality, productivity, and compliance parameters. The Supervisor is responsible for implementation of policies under different contractual obligations and analyzing best practices for continuous improvement. •
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Developed and managed project plans to expand our current scope of support provided under contract with third party vendor.

Trained end-users in best practices to minimize errors and protect key data such as client information, third party confidential resolution pages, and site plans for maximizing work force.

Maintained quality-focused performance benchmarks and schedules when directing project teams of 30-40 team members.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exceeded business needs target goals such as team Customer Satisfaction goal of 96% (business team goal of 88%), After Call Work of 1.26 (business team goal of2), Average Handle Time of 17.5 (business team goal of 19) and maintained Dissatisfied Surveys at a low of 4% (business average of 12%).

Formed part of the hiring committee, which included hiring, training, and one-on-one couching for new hires, placing them into one of the 22 teams. Successful employee retention rate was at 90% verse site average at 55%.

Promoted from Supervisor I to Mac + Supervisor II within the first month of the Mac + program opening. Maintaining a continuous customer satisfaction of 90% versus the Mac site average of 71 %.

Conduent June 2015-Nov 2015
Call Center Advisor
The Call Center Representative supports the third-party vendor's customers as a first point of contact and resolving questions concerning their accounts. The representative actively listens to the clients' customers by utilizing customer service experience, passion, and creativity to meet their needs and deliver a world-class experience across every interaction they have with their clients. In this role they do not only help customers with their account issues via telephone, email and/or website inquiries, but also provide them with exceptional customer service. •
Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.

Consulted via telephone to understand user problems, run through testing scripts, and ask probing questions to locate root causes.

Drafted technical documents, including whitepapers, user manuals, implementation documentation and support base entries.

Exceeded business expectations in the following areas: After Call Work at 0.75 (business average was 2), Customer Satisfaction Surveys at 92% (business average was at 82%), Average Call Times at 14.32 minutes (business average was at 18.2 minutes)
Education:
• Bakersfield College
Bakersfield, California 93305
Intro To Leadership
Member of Subcommittee Groups:

Summer 2022- June 2023
• Coordinated Entry Committee- Facilitates Coordinated Entry and Assessment for Kem in compliance with HUD CoC requirements, and enveloping processes and procedures that maximize BKRHC member resources; collaborate with community partners and seeks to serve the full County of Kern. Annually reviews the Coordinated Entry and Assessment Plan for Board approval. I have been the chair of this committee since Early 2023. • Homeless Youth Committee- Strategizes ways to engage, count and serve homeless youth 24 years and younger in Kern County. The Committee collaborates with school personnel, youth agencies, child welfare, law enforcement, and other agencies committed to ending youth homelessness. The committee conducts outreach and hosts events geared towards homeless youth. The committee collects data on homeless youth through surveys and focus groups.
• Street Outreach Committee- Strategies ways to engage and serve homeless clients within County of Kern. Assisting in planification for outreach to connect and/or educate clients to all homeless services within the CoC. The committee conducts outreach and hosts events geared towards community involvement and homelessness assistance.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Case Conferencing (Multiple Populations)- Case conferencing work groups meet weekly to conference on different populations that we serve within Kem to help aid in client assessment and barriers to housing. The case conferencing is geared to help aid in stopping client homelessness chronicity in populations such as homeless youth, homeless veteran, elderly population, and homeless families. • HMIS: Coordinates the BKRHC Homeless Management Information System (HMIS) processes including application implementation; facilitates staff training; prioritizes technical support issues; ensures data collection processes and quality are in accordance with HUD standards; reviews HMIS policies and recommends best practices on data quality collection; reporting; HIPAA Compliance, and security. • CRM Work Group: Proactively worked with the WIPFLI team to integrate the CRM system within CES and CAPK Rental Assistance program. Aided in creating and resolving sandbox technical issues and made it more customer friendly. Aided in creating the rental assistance questionnaire and addressing both client and CAPK user-end concerns. Assisted in translating all questions and website statements from English to Spanish. • Governing Board Meeting: directs the work of BKRHC, conducts hands-on work and facilitates committees and task groups necessary for the proper and efficient functioning of BKRHC, the U.S. Department of Housing and Urban Development (HUD) Continuum of Care (CoC) program (Bakersfield/Kem County CA-604) and Emergency Solutions Grants (ESG) program support. I am a proxy of the CE chair.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Veronica Ramos
Bakersfield, CA 93306 [email protected] • 661-431-5332 Professional Summary
Results-driven Coordinated Entry and Housing Services professional with 7+ years of experience in homelessness services, housing navigation, HUD compliance, HMIS data management, staff training, and cross-agency collaboration throughout Kern County. Proven leadership in Coordinated Entry System (CES) operations, CalAIM implementation, housing stabilization, and program development serving vulnerable populations experiencing homelessness, at-risk of homelessness and justice involved clients. Skilled in policy implementation, match coordination, data quality oversight, public presentations, intensive case management and training staff on CES workflows and HUD eligibility standards. Bilingual in English and Spanish.

Professional Experience
Community Action Partnership of Kern (CAPK) - Bakersfield, CA Program Specialist- Coordinated Entry System I December 2023- Present • Provide operational and administrative support across multiple homelessness response initiatives, including Coordinated Entry System (CES), CalAIM Housing Navigation and housing stabilization programs serving vulnerable populations such as those who are experiencing homelessness, at risk of homelessness and Justice Involved throughout Kern County. • Working with justice-involved individuals experiencing homelessness or housing instability by coordinating housing referrals, community resources, and supportive services aimed at reducing barriers to housing stability and successful community reintegration. • Collaborated with community providers, outreach teams, and partner agencies to support justiceinvolved clients in navigating housing programs, maintaining program compliance, and accessing stabilization resources following incarceration or system involvement. Coordinate cross-system collaboration between healthcare providers, homeless service agencies, outreach teams, housing providers, and local government partners to support successful housing placement and stabilization outcomes.
• Provide technical assistance and compliance guidance to community providers regarding HUD regulations, CES policies, HMIS documentation standards, housing referrals, and grant-specific eligibility requirements.
• Monitor and maintain HMIS data quality, program enrollments, referrals, exits, and housing outcomes to support compliance with our Continuum of Care (CoC), HUD, and state funding requirements. • Assist with implementation and ongoing operational support of grant-funded housing initiatives, including workflow coordination, policy interpretation, reporting support, and community partner engagement.
• Support housing navigation efforts by assisting households experiencing homelessness or housing instability with housing applications, landlord engagement, community resource linkage, and housing stabilization planning.
• Conduct program presentations, provider trainings, and community outreach regarding Coordinated Entry processes, housing resources, grant requirements, and available supportive services.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Assist management with identifying operational gaps, resolving complex provider or client concerns, and supporting continuity of services across multiple housing and homelessness programs. • Track program performance measures, housing placement outcomes, and referral activity to support grant reporting, system coordination, and continuous quality improvement efforts.

Encampment Resolution Fund- Program Specialist I December 2023-April 2026 • Assisted in the launch and implementation of the Encampment Resolution Fund (ERF) Program funded through the California Department of Housing and Community Development (HCD}, supporting local jurisdictions in resolving encampments and transitioning individuals experiencing homelessness into safe and stable housing.
• Coordinated and facilitated bi-weekly by-name list meetings with community providers, housing partners, and local government agencies to support housing placements, case coordination, and program compliance.
• Provided technical assistance and compliance guidance to service providers regarding ERF eligibility requirements, housing navigation processes, and housing placement coordination. • Supported cross-agency collaboration efforts to streamline referrals, housing matches, and housing stabilization services for vulnerable populations throughout Kern County. • Contributed to positive housing outcomes for program participants, with 126 households successfully housed out of 164 clients matched to a housing subsidy.

KHS CalAIM CAPK Housing Navigator I November 2022-Present • Assisted in launching and implementing the KHS CalAIM CAPK Housing Program as one of the first Housing Navigators within the program.
• Coordinated housing navigation services for individuals and families experiencing homelessness or atrisk of homelessness while maintaining compliance with HUD and Kern Health Systems (KHS) requirements.
• Processed medical referrals through the KHS provider portal and verified member eligibility and insurance enrollment.
• Conducted client intakes, gathered vital documentation, completed homeless verifications, and maintained accurate HMIS records.
• Assisted clients with locating housing opportunities, completing housing applications, securing landlord engagement, and obtaining security deposit assistance. • Collaborated with public and private housing providers, homeless service agencies, and community stakeholders throughout Kern County to support housing stabilization efforts. • Trained incoming Housing Navigators on housing inspections, HMIS documentation standards, data collection, and best practices.
• Assisted with drafting and refining program policies and procedures to support operational consistency and compliance.
• Conducted housing inspections to ensure unit habitability and compliance with program standards. • Maintained detailed case documentation, completed weekly reports, and ensured timely HMIS data entry.
• Assisted with community presentations regarding the KHS CalAIM CAPK Program and housing navigation services.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Provided leadership support and workflow guidance to fellow Housing Navigators as needed.

Housing Services Navigator! September 2021 - November 2022 • Coordinated Entry System (CES) specialist responsible for assisting households experiencing homelessness or housing instability with connection to community resources and housing programs. • Processed CES assessments, direct referrals, and program matches in accordance with HUD and Bakersfield-Kern Regional Homeless Collaborative (BKRHC) guidelines. • Assisted with facilitation of weekly match calls involving community providers and housing programs. • Maintained and updated CES working lists, including At-Risk and Homeless SPDAT lists, ensuring accuracy and data quality compliance.
• Ensured timely and accurate HMIS documentation, data entry, enrollments, exits, and referral tracking.
• Assisted management with onboarding and training new Housing Navigators regarding CES policies, HMIS workflows, QRT procedures, CRM systems, Five9, Outlook, and iCarol. • Provided guidance to staff and community providers regarding HUD eligibility standards, CES policies, and housing referral processes.
• Conducted outreach and community engagement activities to educate the public and service providers regarding CES and CAPK programs.
• Assisted with presentations and trainings regarding Coordinated Entry operations and community housing resources.
• Identified and escalated data quality concerns while supporting compliance with HMIS documentation standards.
• Coordinated shelter, safe parking, safe camping, and housing referrals for vulnerable households.

Bakersfield Homeless Center Bakersfield, CA
Lead Case Manager! September 2018-July 2021
• Provided intensive case management and housing stabilization services for families experiencing homelessness through the CalWORKs Housing Support Program (CWHSP). • Coordinated housing placement activities including landlord engagement, housing inspections, home visits, rental assistance, utility assistance, and security deposit processing. • Conducted HUD-compliant housing inspections and ensured units met habitability standards. • Managed interagency communication with Department of Human Services (OHS), BKRHC providers, and community partners.
• Compiled and submitted monthly program reports and service data to leadership. • Participated in CES match calls and coordinated referrals following client program matches. • Trained incoming Case Managers and Assessors on program policies, HMIS data quality, housing inspections, and documentation standards.
• Conducted file audits to ensure compliance with program requirements and corrected documentation deficiencies.
• Assisted fellow Case Managers with landlord mediation, case compliance concerns, and housing retention strategies.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Coordinated warm handoffs to aftercare services and community resources to support long-term housing stability.
• Provided transportation and field-based support services throughout Kern County.

Conduent, Bakersfield, CA
Technical Support Representative! April 2017-September 2018 • Delivered technical support and customer service assistance in a high-volume call center environment.
• Assisted with troubleshooting software and hardware issues and coordinated repair appointments nationwide.
• Supported onboarding and training efforts for incoming advisors. • Maintained strong customer satisfaction while meeting productivity and call volume metrics.

Education
Bakersfield College - Bakersfield, CA
Associate of Arts (A.A.)
Foothill High School- Bakersfield, CA
High School Diploma
2012-2014
Core Competencies
• Coordinated Entry
System (CES)
• HMIS Data Management
• HUD Compliance
• Housing Navigation
• CalAIM Operations
• Program Coordination
• Staff Training &
Development
Certifications and Licenses
2004-2008
• Data Quality Oversight
• Housing Stabilization
• Match Call Coordination
• Community Outreach
• lnteragency
Collaboration
• Policy & Procedure
Development
• Crisis Intervention
Trauma-Informed Care I September 2020 - Present
Strategies 2.0
Bilingual (Spanish/English) Oral Proficiency Examination! February 2023 - Present Bakersfield College I Tier 1 & Tier 2 Spanish Proficiency SOAR Works- Adult Curriculum I July 22, 2025
• Trauma-Informed Care
• Public Speaking &
Presentations
• Housing Inspections
• Case Management
Leadership
• Bilingual English/Spanish
Substance Abuse and Mental Health Services Administration, Approval #886500698-9260 16-Hour NSPIRE Course and Comprehension Examination I July 24, 2025 National Standards Physical Inspection of Real Estate
Asthma Education for Community Health Workers! June 20, 2025 1 O hours-Association of Asthma Educators
Asthma Basics-Respiratory Care I June 4, 2025

1.0 Hours -American Lung Association
Asthma Education Institute-Respiratory Care I June 10, 2025

14.0 hours-American LungAssociation
Valid California Driver's License
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

CESAR SERRANO
SKILLS
Bilingual - Spanish
Crisis Intervention
Care Coordination
Trauma-informed Care
Leadership

CONTACT
5404 Milagro Drive
Bakersfield, CA 93307
661-864-62 77
[email protected]

EXPERIENCE
2025-PRESENT

JUSTICE INVOLVED NAVIGATOR
- COMMUNITY ACTION PARTNERSHIP OF KERN
• Provided intensive case management and outreach services to justice-involved individuals experiencing homelessness by conducting assessments, developing individualized support plans, and connecting clients with housing, healthcare, and community resources
• Collaborated with multidisciplinary teams, law enforcement agencies, correctional facilities, social service providers, and community organizations to coordinate care and support successful client reintegration
• Maintained accurate client documentation, case files, progress notes, and service records while ensuring compliance with program policies and timely follow-up services
• Built professional and supportive relationships with clients through trauma-informed care, crisis intervention, advocacy, and emotional support for individuals facing mental health, substance abuse, and housing instability challenges

BEHAVIOR INTERVENTIONIST
- MAXIM HEALTHCARE SERVICES
• Coordinated and executed Behavior Intervention Plans through the generalization of learned skills with students experiencing crisis escalations. Utilized social-emotional support skills to assist students transition to mainstream education settings.
• Extensive data entry and maintenance of case files for the analysis of student progress and encounters was pivotal for collaborative efforts with members of education team and monthly student goals. 2024-2025
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Used positive reinforcement and de-escalation techniques to manage challenging behaviors and collaborated with multiple tiers of team including teachers, classroom support and school administration.

YOUTH ADVOCATE/COMMUNITY LIAISON
- CHILD ABUSE PREVENTION CENTER
2022-2023
•Asa Community Liaison through Youth2Leaders, managed a caseload consisting of Foster and McKinney-Vento Youth in juvenile detention centers throughout Kern County. Collaborated with Kern County Probation and Kern High School District to identify students in need of services on a case-by-case basis. • Observed students' circumstances, as a mandated reporter, and acted as a liaison to connect clients with grants, programs and educational institutions for a smooth transition to society.
• Implemented strategic plans influenced by cultural sensitivity skills and knowledge on trauma-informed care.
• Conducted behavior intervention meetings utilizing check-in, check-out method with students identified by administrative team.

EDUCATION

BAKERSFIELD COLLEGE

ASSOCIATE OF ARTS, COMMUNICATION

ASSOCIATE OF ARTS, LIBERAL STUDIES
2022
le • - ••· I le t : , : : :t • I t
Claudia E. Huerta
661-586-1195 [email protected] Bakersfield, Ca.

Summary
Compassionate and results-driven Justice-Involved Housing Navigator with experience assisting individuals transitioning from incarceration into stable housing and independent living. Skilled in coordinating housing placements, navigating complex systems, and connecting clients to essential community resources. Adept at building trust with justice-involved populations, advocating for client needs, and addressing barriers such as homelessness, mental health, and substance use challenges. Committed to promoting housing stability, reducing recidivism, and supporting successful community reintegration through a trauma-informed and client-centered approach.

Education
Cal State University of
Bakersfield,
Bachelor's Degree
Criminal Justice
May 2022
Awards &
acknowledgments
Bi-Lingual Tear 1 - Spanish
CPR Certification
Experience
Justice Involved Navigator
Community Action Partnership of Kern I Bakersfield, Ca.

April 2026 - Current
• Provide Intensive Case Management focusing on SelfSufficiency and Individualized support with clients with complex needs.
• Provide clients with Job leads, Job Fairs, Resume building class, etc.
• Coordinate with clients to obtain documents such as ID, Health Insurance, Birth Certificate, Social Security Card, etc. • Take part in outreach events in CDCR facilities to identify clients who experience homelessness at the time of
release.
• Built a relationship with Partner Agencies, Community partner, Adult Probation, Department of Corrections,
highlighting the importance of sympathy, intent listening and adaptability working with homeless community.
• Develop housing plans to reduce recidivism and overall well-being.

Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 • Referrals for Emergency Shelters, Outreach Programs,
Rehab Centers, Mental Health, Temporary Motel
Placement Etc.
• Ensure clients who qualify are being processed by the CES process to find sustainable housing.
• Maintain client files which may include Vital Documents, Awards, Proof of income, Lease, Budget reviews, Housing plans, Progress notes, Etc.
• Providing After Care Case Management for clients who
found housing to ensure clients are sustainable after
program exit.

Motor Vehicle Representative
California Department of Motor Vehicle I Oakland, Ca.

June 2023 - December 2023
• Help clients resolve issues which may include department laws, regulations, policies, and procedures via the
telephone
• Help clear pending registration transactions, issue receipt and accountable items.
• Provide in person assistance to the members of the public by inspecting documents, verifying customer identity,
collecting appropriate fees, etc.
• Meet the quota of customer calls.
• File case documents when closed.
• update database as well as case documents.

CalAIM Case Manager
Community Action Partnership of Kern I Bakersfield, Ca.

April 2025 - May 2026
• Always maintain a courteous and professional demeanor, using program's best practices and trauma informed care, ensuring a positive client experience.
• Conducts appropriate assessments (ORT and VI-SPDAT)
and enters client's information in HMIS, and processes
appropriate referrals for shelter placement, street outreach, and other community resources. Monitor and document
members' progress in maintaining stable housing to
support their overall health and well-being.
• Coordinate Housing Deposits services, ensuring access to security deposits, rent, utility setup fees, and necessary medical accommodation for safe home environments.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Reach out to clients, conduct housing inspections, shelter visits, home visits and coordinate the development of
services by establishing a housing plan. Ensuring that
follow up is completed every 30, 60, go days and
recertifying if needed.
• Works directly with homeless service providers and
designated community service providers. Assists with and participates in weekly conference calls with homeless
service providers/ others.
• Maintains case files, documentation, and forms. If
applicable, ensure that all regulations and standards of care are followed by policy and procedures. Ensures
program follow-up is completed in a timely manner
Outreach Specialist
Community Action Partnership of Kern I Bakersfield, Ca.

July 2021 - January 2023
• Maintains case files, documentation, and forms. If
applicable, ensure that all regulations and standards of care are followed by policy and procedures. Ensures
program follow-up is completed in a timely manner
• Assists with coordination of outreach activities for the Food Bank.
• Assists in identifying new partners for collaboration. • Maintains a donor database
• Maintain CRM updated.
• Assist Agency Coordinator in maintaining Sub-ERA's and EFA7's up-to-state standards.
• Manage agency's incoming and outgoing complaint calls. • Assist with Data Entry, Pantry Program, Logistics, Payroll.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exhibit B: Section 7 Insurance Requirements
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 ______,
ACORD* CERTIFICATE OF LIABILITY INSURANCE I ~

DATE (MM/DD/YYYY)
5/22/2026
COMMACT03C RPATRICK
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER License# 6011031 2~AA!~cT Robyn Patrick, CISR
INSURICA r.,tJgNJo, Ext): (661) 316-5160 I FAX
8500 Stockdale Highway, Suite 200 (A/C, No):

Bakersfield, CA 93311 f~l~~ss: Robyn. Patrick@! NSU RICA.com INSURER(Sl AFFORDING COVERAGE NAIC#
INsuRERA: Philadelohia lndemnitv Insurance Company 18058 INSURED INSURER B: Cypress Insurance Company 10855
Community Action Partnership of Kern INSURERC:
1300 18th St. # 200 INSURER D:

Bakersfield, CA 93301
INSURER E:

INSURER F:

COVERAGES CERTIFICATE NUMBER· REVISION NUMBER·

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LTR LIMITS INSD WVD tMM/DD/YYYYl IMM/DD/YYYYI
A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 - ~ CLAIMS-MADE □ OCCUR X X PHPK2662179 3/1/2026 3/1/2027 DAMAGE TO RENTED 100,000 PREMISES tEa occurrence\ $ - MED EXP (Anv one oersonl - $ 5,000
PERSONAL & ADV INJURY $ 1,000,000 -
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 ~ PRO- DLoc 3,000,000 POLICY JECT PRODUCTS - COMP/OP AGG $ OTHER: $
A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 (Ea accident\ $ f--- X ANY AUTO X PHPK2662179 3/1/2026 3/1/2027 BODILY INJURY (Per oersonl $ f--- OWNED - SCHEDULED f--- AUTOS ONLY f--- AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE f--- AUTOS ONLY f--- AUTOS ONLY /Per accident\ $ $
UMBRELLA LIAB HOCCUR EACH OCCURRENCE $ -
EXCESS LIAB CLAIMS-MADE AGGREGATE $
OED I I RETENTION $ $

B WORKERS COMPENSATION X I PER I X I OTH- AND EMPLOYERS' LIABILITY STATUTE ER Y/N X COWC668513 7/31/2025 7/31/2026 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE □ E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A
(Mandatory in NH) 1,000,000 E.L. DISEASE - EA EMPLOYEE $ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Professional Liab PHPK2662179 3/1/2026 3/1/2027 Each Incident 1,000,000 A Professional Liab PHPK2662179 3/1/2026 3/1/2027 Aggregate 3,000,000 DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES ~ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Prop 47 Cohort 4 Grant - Homeless Services & revention Initiative The City of Bakersfield, its mayor, council, officers, agents, employees, and designated volunteers, and a waiver of subrogation in favor of City of Bakersfield its mayor, council, officers, agents, employees, and designated volunteers are an additional insured and a waiver of subrogation applies with respect to the general & auto liability and work comp policies if required or agreed to in a written contract subject to all provisions and limitations of the policy. General liability is primary and non-contributory.

CERTIFICATE HOLDER CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Bakersfield THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
1600 Truxtun Ave. 5th Floor
Bakersfield, CA 93301

The ACORD name and logo are registered marks of ACORD
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Pl-GLD-HS (10/11)
K. Key and Lock Replacement - Janitorial Services Client Coverage SECTION I-COVERAGES, SUPPLEMENTARY PAYMENTS-COVERAGES A AND 8 is amended to include the following:

We will pay for the cost to replace keys and locks at the "clients" premises due to theft or other loss to keys entrusted to you by your "client," up to a $10,000 limit per occurrence and $10,000 policy aggregate.

We will not pay for loss or damage resulting from theft or any other dishonest or criminal act that you or any of your partners, members, officers, "employees", "managers", directors, trustees, authorized representatives or any one to whom you entrust the keys of a "client" for any purpose commit, whether acting alone or in collusion with other persons.

The following, when used on this coverage, are defined as follows:
a. "Client" means an individual, company or organization with whom you have a written contract or work order for your services for a described premises and have billed for your services. b. "Employee" means:
(1) Any natural person:
(a) While in your service or for 30 days after termination of service; (b) Who you compensate directly by salary, wages or commissions; and (c) Who you have the right to direct and control while performing services for you; or (2) Any natural person who is furnished temporarily to you:
(a) To substitute for a permanent "employee" as defined in Paragraph (1) above, who is on leave; or
(b) To meet seasonal or short-term workload conditions; while that person is subject to your direction and control and performing services for you. (3) "Employee" does not mean:
(a) Any agent, broker, person leased to you by a labor leasing firm, factor, commission merchant, consignee, independent contractor or representative of the same general character; or
(b) Any "manager," director or trustee except while performing acts coming within the scope of the usual duties of an "employee."
c. "Manager" means a person serving in a directorial capacity for a limited liability company.

L. Additional Insureds
SECTION II - WHO IS AN INSURED is amended as follows:

1. If coverage for newly acquired or formed organizations is not otherwise excluded from this

Page 6 of 12 ends

Bakersfield City CouncilJune 24, 2026

Bakersfield City Council
June 24, 2026