Bakersfield City Council
June 24, 2026

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

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

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

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.

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,

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

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.

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

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

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

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

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

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

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

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

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

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

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;

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

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

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

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

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

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

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

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

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

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

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.

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

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.

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

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

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

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,

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.

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:

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

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:

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.

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.

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.

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.

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.

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.

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

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

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

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

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

1.0 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

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
•
•
•
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 •
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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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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

AUTHORIZED REPRESENTATIVE
I ~d_(
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

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

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-G93GFGD77G05 Pl-GLD-HS (10/11)
Coverage Part, Paragraph 3.a. is deleted in its entirely and replaced by the following:
a. Coverage under this provision is afforded until the end of the policy period.

2. Each of the following is also an insured:
a. Medical Directors and Administrators - Your medical directors and administrators, but only while acting within the scope of and during the course of their duties as such. Such duties do not include the furnishing or failure to furnish professional services of any physician or psychiatrist in the treatment of a patient.
b. Managers and Supervisors - Your managers and supervisors are also insureds, but only with respect to their duties as your managers and supervisors. Managers and supervisors who are your "employees" are also insureds for "bodily injury" to a co- "employee" while in the course of his or her employment by you or performing duties related to the conduct of your business.

This provision does not change Item 2.a.(1 )(a) as it applies to managers of a limited liability company.
c. Broadened Named Insured -Any organization and subsidiary thereof which you control and actively manage on the effective date of this Coverage Part. However, coverage does not apply to any organization or subsidiary not named in the Declarations as Named Insured, if they are also insured under another similar policy, but for its termination or the exhaustion of its limits of insurance.
d. Funding Source - Any person or organization with respect to their liability arising out of:
(1) Their financial control of you; or
(2) Premises they own, maintain or control while you lease or occupy these premises.

This insurance does not apply to structural alterations, new construction and demolition operations performed by or for that person or organization. e. Home Care Providers - At the first Named lnsured's option, any person or organization under your direct supervision and control while providing for you private home respite or foster home care for the developmentally disabled.
f. Managers, Landlords, or Lessors of Premises - Any person or organization with respect to their liability arising out of the ownership, maintenance or use of that part of the premises leased or rented to you subject to the following additional exclusions:

This insurance does not apply to:
(1) Any "occurrence" which takes place after you cease to be a tenant in that premises; or (2) Structural alterations, new construction or demolition operations performed by or on behalf of that person or organization.
g. Lessor of Leased Equipment - Automatic Status When Required in Lease Agreement With You -Any person or organization from whom you lease equipment when you and such person or organization have agreed in writing in a contract or agreement that such person or organization is to be added as an additional insured on your policy. Such person or

Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Pl-GLD-HS (10/11)
organization is an insured only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person or organization.

A person's or organization's status as an additional insured under this endorsement ends when their contract or agreement with you for such leased equipment ends.

With respect to the insurance afforded to these additional insureds, this insurance does not apply to any "occurrence" which takes place after the equipment lease expires. h. Grantors of Permits - Any state or political subdivision granting you a permit in connection with your premises subject to the following additional provision:
(1) This insurance applies only with respect to the following hazards for which the state or political subdivision has issued a permit in connection with the premises you own, rent or control and to which this insurance applies:
(a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoist away openings, sidewalk vaults, street banners or decorations and similar exposures;
(b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance, or use of any elevators covered by this insurance. i. Vendors - Only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions:
(1) The insurance afforded the vendor does not apply to:
(a) "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement;
(b) Any express warranty unauthorized by you;
(c) Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product;

Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Pl-GLD-HS (10/11)
(g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or
(h) "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to:
(i) The exceptions contained in Sub-paragraphs (d) or (f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing.
j. Franchisor - Any person or organization with respect to their liability as the granter of a franchise to you.
k. As Required by Contract - Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional insured for "bodily injury," "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the named insured. The limits of insurance applicable to these additional insureds are the lesser of the policy limits or those limits specified in a contract or agreement. These limits are included within and not in addition to the limits of insurance shown in the Declarations
I. Owners, Lessees or Contractors - Any person or organization, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by:
(1) Your acts or omissions; or
(2) The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured when required by a contract.

With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:

This insurance does not apply to "bodily injury" or "property damage" occurring after:
(a) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or
(b) That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project.

Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Pl-GLD-HS (10/11)
m. State or Political Subdivisions - Any state or political subdivision as required, subject to the following provisions:
(1) This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit, and is required by contract.
(2) This insurance does not apply to:
(a) "Bodily injury," "property damage" or "personal and advertising injury" arising out of operations performed for the state or municipality; or
(b) "Bodily injury" or "property damage" included within the "products-completed operations hazard."
M. Duties in the Event of Occurrence, Claim or Suit
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, Paragraph 2. is amended as follows:
a. is amended to include:

This condition applies only when the "occurrence" or offense is known to:
(1) You, if you are an individual;
(2) A partner, if you are a partnership; or
(3) An executive officer or insurance manager, if you are a corporation. b. is amended to include:

This condition will not be considered breached unless the breach occurs after such claim or "suit" is known to:
(1) You, if you are an individual;
(2) A partner, if you are a partnership; or
(3) An executive officer or insurance manager, if you are a corporation.

N. Unintentional Failure To Disclose Hazards
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, 6. Representations is amended to include the following:

It is agreed that, based on our reliance on your representations as to existing hazards, if you should unintentionally fail to disclose all such hazards prior to the beginning of the policy period of this Coverage Part, we shall not deny coverage under this Coverage Part because of such failure.

0. Transfer of Rights of Recovery Against Others To Us
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, 8. Transfer of Rights of

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Pl-GLD-HS (10/11)
Recovery Against Others To Us is deleted in its entirety and replaced by the following:

If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them.

Therefore, the insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a written contract.

P. Liberalization
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, is amended to include the following:

If we revise this endorsement to provide more coverage without additional premium charge, we will automatically provide the additional coverage to all endorsement holders as of the day the revision is effective in your state.

Q. Bodily Injury - Mental Anguish
SECTION V - DEFINITIONS, Paragraph 3. Is deleted in its entirety and replaced by the following:
"Bodily injury" means:
a. Bodily injury, sickness or disease sustained by a person, and includes mental anguish resulting from any of these; and
b. Except for mental anguish, includes death resulting from the foregoing (Item a. above) at any time.

R. Personal and Advertising Injury - Abuse of Process, Discrimination If COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY COVERAGE is not otherwise excluded from this Coverage Part, the definition of "personal and advertising injury" is amended as follows:

1. SECTION V- DEFINITIONS, Paragraph 14.b. is deleted in its entirety and replaced by the following:
b. Malicious prosecution or abuse of process;

2. SECTION V- DEFINITIONS, Paragraph 14. is amended by adding the following:

Discrimination based on race, color, religion, sex, age or national origin, except when:
a. Done intentionally by or at the direction of, or with the knowledge or consent of:
(1) Any insured; or
(2) Any executive officer, director, stockholder, partner or member of the insured; b. Directly or indirectly related to the employment, former or prospective employment, termination of employment, or application for employment of any person or persons by an insured;

Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 PI-GL-005 (07/12)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED

PRIMARY AND NON-CONTRIBUTORY INSURANCE
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Effective Date: 03/01/2026
Name of Person or Organization (Additional Insured):

Blanket As Required by Written Contract
SECTION II -WHO IS AN INSURED is amended to include as an additional insured the person(s) or organization(s) shown in the endorsement Schedule, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of or relating to your negligence in the performance of "your work" for such person(s) or organization(s) that occurs on or after the effective date shown in the endorsement Schedule.

This insurance is primary to and non-contributory with any other insurance maintained by the person or organization (Additional Insured), except for loss resulting from the sole negligence of that person or organization.

This condition applies even if other valid and collectible insurance is available to the Additional Insured for a loss or "occurrence" we cover for this Additional Insured.

The Additional lnsured's limits of insurance do not increase our limits of insurance, as described in SECTION Ill - LIMITS OF INSURANCE.

All other terms, conditions, and exclusions under the policy are applicable to this endorsement and remain unchanged.

Includes copyrighted material of Insurance Services Office, Inc., with its permission.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 POLICY NUMBER: PHPK2662179 COMMERCIAL GENERAL LIABILITY CG 20 26 0413
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - DESIGNATED

PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s):

As Required By Written Contract
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

A. Section II - Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by your acts or
omissions or the acts or omissions of those acting
on your behalf:

1. In the performance of your ongoing operations;
or

2. In connection with your premises owned by or
rented to you.

However:

1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and

2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.

B. With respect to the insurance afforded to these
additional insureds, the following is added to
Section Ill - Limits Of Insurance:

If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:

1. Required by the contract or agreement; or

2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.

This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations.

CG 20 26 0413 © Insurance Services Office, Inc., 2012 Page 1 of 7 Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 PI-CANXAICH-002 (05/11)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

CANCELLATION NOTICE TO SCHEDULED ADDITIONAL INSURED OR

CERTIFICATE HOLDER
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

PROFESSIONAL LIABILITY COVERAGE PART

COMMERCIAL CRIME COVERAGE PART

COMMERCIAL INLAND MARINE COVERAGE PART

COMMERCIAL PROPERTY COVERAGE PART

COMMERCIAL AUTOMOBILE COVERAGE PART

SCHEDULE OF ADDITIONAL INSUREDS OR CERTIFICATE HOLDERS
Al or CH Additional Insured or Certificate Holder Address AI City of Bakersfield Office of Risk 1600 Truxtun Ave
Management Bakersfield CA 93301
The following is added to A. CANCELLATION of the Common Policy Conditions of the above applicable coverage part:

A. In the event we cancel the policy in accordance with the policy's terms and conditions, we will endeavor to mail written notice of cancellation to Additional Insureds or Certificate Holders, shown in the above SCHEDULE within the time frame listed below. However, failure to mail such notice shall impose no obligation of any kind upon us, our agents or representatives.

1. 2..Q__days before the effective date of cancellation if we cancel for any reason other than for non - payment of premium.

As respects Additional Insureds, the above cancellation provision applies only when the Additional Insured shown in the above SCHEDULE is added to the policy by a separate additional insured endorsement as the CANCELLATION NOTICE TO ADDITIONAL INSURED OR CERTIFICATE HOLDER does not provide additional insured coverage.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 99 0410 C (Ed. 01-19)

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA

BLANKET BASIS
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) The additional premium for this endorsement shall be calculated by applying a factor of 2% to the total manual premium, with a minimum initial charge of $350, then applying all other pricing factors for the policy to this calculated charge to derive the final cost of this endorsement.

This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule.

Blanket Waiver
Person/Organization
Job Description
All CA Operations
Schedule
Blanket Waiver - Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver.

This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective: 07/31/2025
Insured:

Policy No.: COWC668513 Endorsement No.:

Insurance Company: Cypress Insurance Company
WC 99 0410 C
(l=rl ()1-1Q)
Premium$
Countersigned by _______________ _
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Exhibit C: Section 8 I Independent Contractor
Agreement Acknowledgement
Exhibit A - page 28 only as referenced in the RFP (pp. 13/29) 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: _ yz_--+---'(_.~:f'~-----Date: s-p tpo;?(.

SUBMIT WITH PROPOSAL

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exhibit D: Section 9 Non-Collusion Affidavit
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Exhibit B - Non-Collusion Affidavit to be Executed by Contractor

NON-COLLUSION AFFIDAVIT

STATE OF CALIFORNIA J

COUNTY OF KERN SS
Jeremy T. Tobias , being first duly sworn, deposes and says that he or she is Chief Executive Officer (Title) of Community Action Partnership of Kern ( 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 c sive or sham proposal. -_. __
Signal of Proposer
1300 18th St .. Suite 200 Bakersfield. CA 93301
Business Address
State of California
County of Kern }
On 5/21/2026 before me, Paula Daoutis, Notary Public personally appeared Jeremy T. Tobias
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are/ subscribed to the within instrument and acknowledged 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) acted, executed the ,_i. ... ...-................ ~-'"'t·nstrument.

PAULA DAOUTIS
Notary Public • California
Kern County
Commission# 2546619
certify under PENALTY OF PERJURY under the laws of the State of California hat the foregoing paragraph is true and correct.
.,,~ My Comm. Expires Jan 24, 2030 ~ /J ~
i-,..;; ....... __..--~ ~ -
Notary Public Seal

NOTARY PUBLIC SIGNATURE

SUBM IT WITH PROPOSAL

EVALCORP
Measuring What Mat ters
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Table of Contents
TABLE OF CONTENTS .......................................................................................................................... 1 PROJECT BACKGROUND .................................................................................................................... 2 NEEDS ADDRESSED BY PROJECT ................................................................................................................... 2 SERVICES ............................................................................................................................................... 2 SCOPE OF THE PROJECT ............................................................................................................................. 3 TARGET POPULATION ................................................................................................................................. 4 GOALS AND OBJECTIVES ............................................................................................................................. 5 TABLE 1. PROGRAM GOALS ......................................................................................................................... 6 LOGIC MODEL .................................................................................................................................... 7 FIGURE 1: LOGIC MODEL FOR HSPI .............................................................................................................. 7 PROCESS EVALUATION METHOD AND DESIGN .................................................................................... 7 METHODS ............................................................................................................................................... 8 MEASURES ............................................................................................................................................. 8 TABLE 2: PROCESS MEASURES ..................................................................................................................... 9 ANALYSIS ............................................................................................................................................. 10 OUTCOME EVALUATION METHOD AND DESIGN ................................................................................. 10 METHODS ............................................................................................................................................. 10 TABLE 3: OUTCOME MEASURES .................................................................................................................. 11 ANALYSIS ............................................................................................................................................. 11 APPENDIX A: WORK PLAN ................................................................................................................. 14 - 1 -
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Project Background
Needs Addressed by Project
The City of Bakersfield identified considerable needs among justice-impacted individuals in Kern County, particularly those experiencing homelessness compounded by mental health issues, substance use disorders or both. Individuals recently paroled often encounter barriers that elevate their risk of homelessness and recidivism. Additionally, due to unmet complex needs, chronically homeless, justice-impacted individuals frequently interact with emergency services, and place significant strain on non-emergency law enforcement functions, code enforcement efforts, and other public service systems. To address these challenges, there is a critical need for targeted, supportive interventions that provide stability and promote long-term self-sufficiency.

Services
Through this BSCC-funded Proposition 47 (Prop 47) Project, Bakersfield will implement comprehensive intensive case management services structured around three main objectives. First, warm handoff and reentry services will support reintegration of recently paroled individuals by integrating housing stability, mental health care, and employment assistance to reduce their likelihood of becoming homeless or reoffending.

These services employ strengths-based case management strategies to immediately address post-release needs and foster ongoing stability, moving away from punitive measures.

Second, the City will enhance existing supportive services through intensive, personalized case management for chronically homeless individuals who frequently interact with both emergency and non-emergency public assistance. This intensive case management model will be multi-faceted, providing tailored support for housing stability, employment access, and mental health care, delivered via a highly personalized and interactive approach.
- 2 -
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Finally, adhering to the Housing First model, Bakersfield will prioritize securing stable housing for justice-impacted individuals. This includes dedicated housing navigation services designed to assist individuals in transitioning to bridge, temporary or permanent housing arrangements. Additionally, the Project will increase temporary housing availability by leveraging 15 beds at the Brundage Lane Navigation Center, further supporting safe and stable transitions to permanent housing solutions.

Scope of the Project
The Prop 4 7 Homeless Services and Prevention Initiative (HSPI) will be funded from 2025 to 2028 with a total budget of $1,999,374.00 during this period. The Project provides a comprehensive set of services aimed at addressing homelessness and supporting justiceimpacted individuals in Kern County. These services encompass intensive case management inclusive of employment assistance, behavioral health and substance use treatment, housing navigation, and temporary housing solutions. The scope specifically includes tailored interventions to stabilize housing, facilitate employment readiness, and ensure continuity of care through coordinated partnerships with specialized service providers and local agencies.

The Project's structure involves active case management delivered in two distinct participant categories over a two-year period. During the first year, participants receive intensive, individualized case management services, transitioning to periodic care in the second year. Category 1 includes high-acuity, actively homeless individuals receiving intensive services and who frequently come into contact with law enforcement. Category 2 serves those at significant risk of homelessness upon their release from incarceration.

Services for Category 2 participants are subcontracted to Garden Pathways, whereas Category 1 participants receive support from the Psychiatric Wellness Center. The Project also incorporates oversight and input from a Local Advisory Committee, comprised of members of the Bakersfield-Kern Regional Homeless Collaborative (BKRHC), the City's - 3 -
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Referral Network, and community representatives. This Committee reflects a broad crosssection of the community, including individuals with lived experience of homelessness and justice involvement, as well as representatives from faith-based organizations, education, behavioral health, law enforcement, code enforcement, and outreach services. Members of the BKRHC were actively consulted during the development of the Project to ensure alignment with regional priorities and best practices. Additionally, the Local Advisory Committee reviewed and formally approved this Local Evaluation Plan, ensuring that the evaluation framework reflects community priorities and programmatic goals.

Services will be provided to Category 2 clients by two full-time case managers, each managing up to 35 clients with active case management for 12 months, followed by another year of periodic after-care. Additionally, a half-time case manager will support lower-need individuals and manage after-care.

Three additional full-time case managers will provide intensive case management to Category 1 clients with smaller caseloads of around 15 each, for approximately 12 months based on client progress. Afterward, clients will have 12 months of after-care follow-up with periodic contact. Clients will have immediate initial contact and an in-person meeting within 48 hours.

In both cases, case managers will create Individualized Service Plans defining personal goals, outlining the individual's unique needs and identifying the appropriate supportive services to address those needs. Individualized Service Plans will be regularly updated based on client progress, with consistent communication throughout the service period.

Target Population
The Project specifically targets justice-impacted individuals in Kern County who are experiencing homelessness or are at imminent risk of becoming homeless. This population primarily includes individuals recently released from incarceration who have behavioral - 4 -
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 health concerns, substance use disorders, or co-occurring disorders, and high-acuity individuals who are actively homeless and frequently engage emergency and community resources. By focusing on these groups, the Project seeks to reduce recidivism, promote stability, and enhance quality of life.

Goals and Objectives
The overall purpose of the Project is to significantly reduce homelessness and recidivism among justice-impacted individuals in Kern County. The program aims to offer structured, intensive, and personalized support through comprehensive case management, targeted employment and housing assistance, and coordinated behavioral health and substance use care. By addressing immediate needs and fostering sustained stability and independence, the Project strives to improve the well-being and quality of life for this vulnerable population. As detailed in the Project Workplan (Attachment I), there are three main goals for HSPI.
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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Each goal is achieved by meeting the specific objectives listed under each goal:

Table 1. Program Goals
Gbal ]. Reduce the numlber of justice-impacted individuals that enter the homeless system of care.

Objective A Provide warm handoff and reentry services fo unduplicat • • 'duals over the
parolees b • C
mental be re
receiving active case management se
Q>~ 2. Strengthen supportive services for justice-impacte firom homelessness.

Oli>j8Ctirve A Provide i:ntensiv case managem
• verth
o ss 1 1 w histo
use, or co ... occurring issues.

Q>~ 3. Reduce the number of justice-impacted individuals who a:re homeless.

Objedive A. For clients wfuo need housing and are wiJl~mg to accept a shelter placement, 100% will be placed into a shelrtter bed.
01,jectirve B. Maintaiin at least 95% of capacify for 15 set aside beds at the Brundage ILane Navigation Ce:nter.

Objective C. Make at least 27 successful permanent housing placements for individhuials receiving intensive case management.
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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Logic Model
Inputs Activities Outputs Outcomes
I
Identification of
participants - Housing navigation
and
serv
placement
ices - Improved mental
health among - program
participamts
Decreased
recidivism among
program - participants
Lower prevalence E>ecreased
Temporary housing,
- units
Empl0yment
assistance - of SUID among prognam - homelessmess among program - J!)articipamts J!)articipants Increased numbe~
Staff and
contractor. time -- Case management! - serrvices
ofprogriam
participants liilimg - in stable mousing
Partnersl'lips witti
other 0rganizati0ns - Memtal hea~th
Sl!JPJ!)Ort
tfeatrm
and
en
S
t
llJID -
II BSCC fw nds - Other supp0m:iv.e
services, e.g., - childcare
Figure 1: Logic Model for HSPI
Process Evaluation Method and Design
The process evaluation will determine whether the Project was implemented as intended and will assess the progression of the Project according to the established projections. The process evaluation will employ a statistical approach to answer the following questions:
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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

1. How many individuals enrolled in Prop 47-funded services?

2. How many participants were successfully referred to supportive services?

3. How many individuals received behavioral health treatment?

4. How many individuals received substance use treatment?

5. How many individuals completed the program?

6. How many individuals exited without completing the program?

7. How many individuals were placed in permanent housing?

8. What was the average length of time from enrollment to placement into temporary housing?

9. What was the average length of time from enrollment to placement into permanent housing?
Methods
The Logic Model in Figure 1 depicts the overall relationship between inputs, activities, process goals, and outputs, all of which are assessed as part of the process evaluation. The process evaluation will rely on data collected by program staff and providers.

To document the characteristics of participants and the nature and extent of services received through the Project, the evaluation team will rely on service data collected and maintained in the case management systems of Garden Pathways and Psychiatric Wellness Center. Additional data collection instruments may be designed to ensure all components of the process evaluation are addressed. Staff and contracted providers will be trained and provided with technical assistance to ensure data are collected according to established procedures.

Measures
Process measures listed in Table 1 will be assessed on a quarterly basis to determine the fidelity of program implementation and provide timely identification of areas that require attention.
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Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Table 2: Process Measures
i t I Collection Goal I Metric I Tool ! I Timeframe
I I Method : I i I

I I I I
• I • number of individuals logs: roster information into Analyzed justice-impacted exiting an master logs quarterly
individuals that institution that
ry y,
enter the were served by
homeless system reentry case
of care. management

1. Reduce the Number ot Provider master Proj ect statt enter Data entry dally, number of individuals that logs: participant information into Analyzed justice-impacted completed their goal? and master logs quarterly individuals that participation in services
enter the the program. homeless system
of care.

2. Strengthen Number ot Provider master Proj ect staff enter Data entry daily, supportive
h
. ustice-im pacted logs: services information into Analyzed services for omeless master logs quarterly
justice-impacted individuals that
individuals that received
suffer from intensive case
homelessness. management.

2. Strengthen Percenta~e ot Provider master Project statt enter Data entry daily, supportive individua s that logs: services information into Analyzed services for received master logs quarterly
justice-impacted behavioral health
individuals that treatment.
suffer from
homelessness.

2. Strengthen Length ot Provider master Project statt enter Data entry daily, supportive en~agement with logs: services date of initial Analyzed services for in ividuals engagement and quarterly
justice-impacted before they were date of
individuals that placed into temporary
suffer from temporary housin1 into
homelessness. housing. master ogs

3. Reduce the Number ot Provider master Project statt enter Data entry daily, number of individuals that logs: services information into Analyzed justice-impacted were placed into master logs quarterly individuals who permanent
are homeless. supportive
housing.
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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Analysis
All datasets will first be merged and checked for accuracy. Then, comprehensive statistical analyses will be conducted.

A key aspect of analyses is the determination of whether each participant succeeded in terms of program activities. This is a process measure, rather than an outcomes measure, since it is related to the extent to which participants engaged in Project activities, rather than to any particular outcome. For HSPI, success is defined as completion of 80% or more of the activities indicated in each participant's Individualized Service Plan. This definition of success permits variation in treatment objectives between participants. EVALCORP will provide a tool that allows for the calculation of individualized completion scores given participant goals.

Outcome Evaluation Method and Design
The outcome evaluation will determine whether the Project achieved the intended results and assess any changes after participants received services. The outcome evaluation will utilize a quantitative research approach to assess the following constructs:
• Housing stability (i.e., in permanent housing at 6 months or one year). • Recidivism, using the BSCC (AB 1056) definition.

Methods
The outcomes evaluation will employ quantitative external data from partner stakeholders and assessment data received from service providers and contractors. Outcome data will be collected using a pre- and post-assessment method to identify changes since receipt of services. The outcomes evaluation will rely on the following data sources:
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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 • Housing Stability: Participants will self-report their housing stability at program ent1y and housing stability will be reported as the number of participants with stable residences at the 6-month and 12-month time points. • Recidivism: Recidivism will be measured using the BSCC (AB 1056) definition, namely, conviction of a new felony or misdemeanor committed within three years of release from custody or placement on supervision for a previous criminal conviction. The outcomes reporting will distinguish between participants who are placed in housing and those who are not.

Table 3: Outcome Measures
Objective
I
Metric Tool
I
Collection
Method Timeframe
"' • number of individuals that logs: outcomes enter daily, justice-impacted did not information into Analyzed individuals that reoffend. master logs quarterly
enter the
1 Re uce e g 0 ry
homeless system
of care.

2. Strengthen Percenta~e of Provider master Project statf Data entry supportive individua s that logs: outcomes enter daily, services for did not reoffend information into Analyzed justice-impacted after being master logs quarterly individuals that placed into suffer from temporary
homelessness. housing.

3. Reduce the Percenta~e of Provider master Proj ect statt Data entry number of individua s that logs: outcomes enter daily,
justice-impacted successfully information into Analyzed individuals who stayed in their master logs quarterly
are homeless. housing
placement.

Analysis
Univariate statistical methods will be applied in the analyses of quantitative outcomes data. All major outcomes indicators will be compared to baseline data. Using the AB 1065 definition, Prop 47 recidivism will be compared to non-Prop 47 parole recidivism - 11 -
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 for the same year, Prop 4 7 recidivism for California, and historical recidivism rates for Kern County as calculated by the California Department of Corrections and Rehabilitation (CDCR).

As with any evaluation methodology, our approach has certain limitations. Primarily, directly attributing observed changes in participant behaviors and mental states specifically to the program is difficult without a tailored research design. Unlike randomized controlled trials, which randomly assign participants into treatment and control groups to ensure strong internal and external validity, our current evaluation lacks this randomization. This absence reduces our ability to make definitive causal inferences and limits the broader applicability of our findings. Although some advanced research designs can approximate causal effects, these typically rely on comparison groups from the same population of interest. Presently, it remains unknown whether an adequate comparison group from eligible participants can be formed. If available, this group will be used to create a matched comparison group to help adjust for potential confounding factors, employing several established methodologies.

Second, voluntary programs lasting extended periods are susceptible to attrition bias, where results can become skewed if participants leave before the program concludes. Those who remain involved throughout may systematically differ from those who drop out. For instance, individuals who discontinue participation might have more severe substance use or behavioral health issues, potentially inflating the perceived success rate of the program.

Finally, the sample size for participants in HSPI is relatively small, which restricts the types of statistical analyses that can be reliably conducted. Specifically, it may be challenging to confidently estimate program effects on smaller subgroups (such as those with unique demographic features) or to compare these groups effectively against larger segments. To mitigate potential misinterpretations or overgeneralizations, results presented in the final report will include appropriate context and caution.
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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Due to these limitations, findings from this evaluation should not be generalized to the broader Prop 4 7 offender population, nor can we definitively isolate the treatment effects of the intervention. This evaluation design primarily supports comparisons between large groups within the sample and against known baseline population values, such as general parole recidivism rates. Statistical analyses will focus on identifying potential differences between study subgroups and comparing overall sample results with known population parameters. Both Bayesian and frequentist approaches may be applied to these analyses. To ensure methodological rigor and accurate interpretation, the City of Bakersfield has partnered with EVALCORP, an evaluation and research firm with specialized expertise, to perform these analyses.
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Docusign Envelope ID: 27O67330-B342-8F8E-8072-G93GFGD77G05 Appendix A: Work Plan
(1) Goal: Reduce the number of justice-impacted individuals that enter the homeless system of care.

Objectives (A., B., etc.) Provide warm handoff and reentry services for 600 unduplicated individuals over the three-year service period for parolees being released to Kem County that have history of mental health, substance use, or co-occurring issues, with 210 receiving active case management services.

Process Measures and
Outcome Measures:

1. Number of individuals exiting an institution that were served by reentry case management

2. Number of individuals that completed their participation in the program.

3. PercentaQe of individuals that did not reoffend.

Project activities that support the identified goal and Responsible objectives: staff/partners:

Partner with a non-governmental organization (NGO) to
provide reentry case management services to ensure a
warm hand off and support reintegration into the
community for parolees released into Kern County.

The NGO will hire 2 FTE Case Manager positions to
work with the target population, with caseloads of 35
active individuals with case management services. An
additional 0.5 FTE Case Manager position will be
dedicated to focusing on individuals with low needs and providing after-care support. Active case management
service will be provided for a period of 12 months, and an additional 12 months of after-care follow-up with
periodic contact. Case Managers will develop
individualized Service Plans for each client, defining
personal goals and outlining the individual's unique
needs and appropriate supportive services to address
those needs.

NGO selected
(TBD)
Administrative
Analyst II
- 14 -
Start Date
January 1,
2025
Timeline
End Date
March 31, 2028
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 List of data and sources to be used to measure outcomes:

1. Intake surveys conducted by Case Managers at the time of program enrollment.

2. CJ IS/Local county arrest records/RAP sheets.

3. Participant service and outcome data collected by Administrative Analyst II. (2) Goal: Strengthen supportive services for justice-impacted individuals that suffer from homelessness.

Objectives (A., B., etc.) Provide intensive case management services to 135 unduplicated individuals over the three-year service period for homeless individuals who history of mental health, substance use, or co-occurring issues
Process Measures and
Outcome Measures:

1. Number of justice-impacted homeless individuals that received intensive case management.

2. Percentage of individuals that received behavioral health treatment.

3. Length of engagement with individuals before they were placed into temporary housing.

4. Percentage of individuals that did not reoffend after being placed into temporary housing.

Project activities that support the identified goal and objectives:

Partner with a non-governmental organization (NGO) to
provide intensive case management to justice involved
homeless individuals
The NGO will hire 3 FTE Case Manager positions to
work with the target population, with caseloads of 15
active individuals receiving intensive case management
services for an estimated period of 12 months
depending on the rate of progress towards developing
self-sufficiency. After completion of the intensive case management phase, there will be an additional 12
months of after-care with periodic check-ins. Immediate contact will be made with the client once assigned and
the Case Manager will have an in-person connection
with each new client within 48 hours. Case Managers
will develop individualized Service Plans for each client, which will be a living document that is updated as goals Responsible
staff/partners:

NGO Selected
(TBD)
Administrative
Analyst II
- 15 -
Start Date
January 1,
2025
Timeline
End Date
March 31, 2028
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 are met and service connections are made. The Case
Managers will maintain consistent contact with each
client during the active phase of the intensive case
management model.

List data and sources to be used to measure outcomes:

1. Intake surveys conducted by Case Managers at the time of program enrollment

2. Kern County Behavioral Health Services

3. CJIS/local arrest records/RAP sheets.

4. Participant service and outcome data collected by Administrative Analyst II. (3) Goal: Reduce the number of justice-impacted individuals who are homeless.

Objectives (A., B., etc.) 4. For clients who need housing and are willing to accept a shelter placement, 100% will be placed into a shelter bed.

5. Maintain at least 95% of capacity for 15 set aside beds at the Brundage Lane Navigation Center.

6. Make at least 27 successful permanent housing placements for individuals receiving intensive case management.

Process Measures and
Outcome Measures:

1. Number of justice-impacted homeless individuals that were placed into permanent supportive housing.

2. Percentage of individuals that successfully stayed in their housing placement.

Project activities that support the identified goal and objectives:

Partner with a non-governmental organization (NGO) to
provide housing navigation services. The Housing
Navigator will work with clients being served through
the intensive case management and reentry programs
to facilitate successful placement into bridge housing, transitional housing, and permanent housing. The City
will leverage fifteen ( 15) set aside beds at the Brundage Lane Navigation Center to serve as bridge housing.

List data and sources to be used to measure outcomes:

Responsible
staff/partners:

NGO selected
(TBD)
Administrative
Analyst II
Timeline
Start Date End Date
January 1, March 31, 2028
2025

1. Intake surveys conducted by Case Managers at the time of program enrollment.

2. Participant service and outcome data collected by Administrative Analyst II. - 16 -
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05

EVALCORP
Measuring What Matters
This evaluation plan was created
by the City of Bakersfield and the
EVALCORP team.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Proposition 47 Grant Program: Safe
Neighborhoods and Schools Act
Cohort 4 Request for Proposals (RFP)
Grant Purpose: Mental Health Services, Substance Use
Disorder Treatment and Diversion Programs for People in the Criminal Justice System.

Grant Period: October 1, 2024 to June 30, 2028
Eligible Applicants: Public Agencies as Lead, in Partnership with Community-Based Organizations
RFP Released: April 12, 2024
Notice of Intent to Apply Due: May 10, 2024
Proposals Due: June 10, 2024
**May 1 , 2024 - Revision made on page 43
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 This page was intentionally left blank.

Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Table of Contents
PART I: BACKGROUND AND GRANT INFORMATION ................................................ 1 Background ... .. ... .... .. ..... ...... ... .... ............ ........ ..... .. ..................... ......... ....... ............... ... 1 Contact Information .. .............. .. .. .......................................... ................. ................ ....... 1 Proposal Due Date and Submission Instructions .. ... .. ....... ............... .. .... ................. ...... 2 Prospective Applicant Information Session ........... .. ... .... .. .......................... .............. .. ... 3 Letter of Intent to Apply ........... .. .. ..................... .. ..... .. ....... .......... .. ........ .... ......... ... ......... 4 Proposition 47 Executive Steering Committee & Scoring Panel .... .. .. ......... .. ... ..... ........ 4 Guiding Principles for the Proposition 47 Grant ........... ........... ... ....... ..... ...... ................ . 6 Eligibility to Apply .. ................. ... .......... ...... ............. ... .. .... ..... ..... .............. ... ....... ....... .. ... 7 Funding Information ...... ........ ...... .. .. .... .. ... .. .. ... .. .. ............... ............... .... ... ......... .. .......... 8 Eligible Grant Activities and Target Population .. ... ........ ....... .. .............. .. .. ..... ........ ...... 11 Grant Period ..... .. .... ... ........... ... .. .... ..................... .. ....... ... ... .......... ..... ... ....... .. ......... ..... 14 Proposition 47 Local Advisory Committee ....... .. .. ............ .. .......... ............. .................. 14 Evidence-Based, Data-Driven and Innovative Strategies .. ...... .... ... .................... .. .. ... . 15 Data Collection, Reporting and Evaluation Requirements .......................................... 16 General Grant Requirements .. ........... .. .. ..... ... .... ...... ... .. ....................... .... .. ................. 19 Overview of the RFP Process ... .. .. ............. ........... ... .... .. ... ... ... ........... .. .. ........... .... ...... 23 PART II: PROPOSAL INSTRUCTIONS ........................................................................ 27 Proposal Narrative and Budget Instructions ............... ............ ..... ... ..... ....................... 27 PART Ill: ATTACHMENTS and APPENDICES ............................................................ 35 Attachment A: Proposition 47 Ballot Measure ...... ....... .. ..... .. .. ... .......... ...... .......... ..... .. 36 Attachment B: Assembly Bill 1056 (2015) ......... ... ...... .......... .... ... .. .. .... ...... ........ .. .. ...... 38 Attachment C: Proposition 47 Cohort 3 Grantees .. ... .... ....... .... ....... .......... ........ .......... 43 Attachment D: Glossary of Key Terms .. .......... ..... ... .... ......... .. ......... .. .. .... ....... .. ...... .... . 44 Attachment E: Proposition 47 Local Advisory Committee Membership Roster .. ......... 51 Attachment F: Proposition 47 Local Advisory Committee Letter of Agreement .......... 52 Attachment G: Sample Governing Board Resolution ................ ........ ...... ...... ........... ... 53 Attachment H: Proposition 4 7 Project Work Plan .... ... .......... ..... ........ .. .. ....... ... .... .. ... ... 54 Appendix A: Proposition 47 Executive Steering Committee Roster ............. ....... .... .... 56 Appendix B: Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards ...... ... ..... .. ........... ..... .. ............................................ ... .... .. ....... .. .......... ........ 57 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Appendix C: Certification of Compliance with BSCC Policies Regarding Debarment, Fraud, Theft, and Embezzlement. ............................................................................... 59 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 CONFIDENTIALITY NOTICE:

All documents submitted as a part of the Proposition 47 Cohort 4 Grant Program proposal are public documents and may be subject to a request pursuant to the California Public Records Act. The BSCC cannot ensure the confidentiality of any information submitted in or with this proposal. (Gov. Code, §§ 6250 et seq.) Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 PART I: BACKGROUND AND GRANT INFORMATION
Background
Proposition 47 was a voter-approved initiative on the November 4, 2014 general election ballot. As stated in the ballot measure:

The people enact the Safe Neighborhoods and Schools Act to ensure that prison spending is focused on violent and serious offenses, to maximize alternatives for nonserious, nonviolent crime, and to invest the savings generated from this act into prevention and support programs in K-12 schools, victim services, and mental health and drug treatment (Attachment A).

As further stated in the proposition, the BSCC's responsibilities are to:

Administer a grant program to public agencies aimed at supporting mental health treatment, substance abuse treatment, and diversion programs for people in the criminal justice system, with an emphasis on programs that reduce recidivism of people convicted of less serious crimes, such as those covered by this measure, and those who have substance abuse and mental health problems. (Gov. Code, § 7599.2, subd. (a)(3).)
Assembly Bill 1056 (Statutes of 2015, Chapter 438) added additional priorities to the grant program including housing-related assistance and community-based supportive services such as job skills training, case management and civil legal services (Attachment B).

Contact Information
This Request for Proposals (RFP) provides the information necessary to prepare a proposal to the Board of State and Community Corrections (BSCC) for grant funds available through the Proposition 47 Cohort 4 Grant Program.

The BSCC staff cannot assist the applicant or its partners with the actual preparation of the proposal. Any technical questions concerning the RFP, the proposal process or programmatic issues must be submitted by email to: [email protected].

BSCC will create a Frequently Asked Questions page and update it periodically up to the proposal submission deadline. See the Proposition 47 website for more information.

PART I, Page 11
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Proposal Due Date and Submission Instructions
Proposal Due Date
The Proposition 47 Grant Program Proposal Package submission is available through an online portal submission process. Applicants must submit proposals through the BSCC Submittable portal by 5:00 P.M. (PST) on June 10, 2024, at which time the portal will close and no longer accept proposals.
**Please allow sufficient time to begin and submit your proposal. Be advised that completing the proposal and uploading the required documents into the Submittable portal may take a significant amount of time. If the BSCC does not receive a submission by 5:00 p.m. (PST) on June 10, 2024, the proposal will not be considered for funding . Applicants are strongly advised to submit proposals in advance of the due date and time to avoid disqualification.

Submission Instructions
READ THIS ENTIRE RFP DOCUMENT PRIOR TO INITIATING THE RFP PROCESS.

This RFP Instruction Packet contains all the necessary information to successfully complete and submit the Proposition 47 Grant Program Proposal. As part of the onl ine BSCC Submittable process, applicants will be required to download several mandatory forms that must be completed, signed , and uploaded at specific prompts within the BSCC Submittable portal prior to submission. These documents, listed below, are available for download at the BSCC Proposition 47 website:

1. Proposition 47 Local Advisory Committee Membership Roster

2. Proposition 47 Local Advisory Committee Letter of Agreement

3. Project Work Plan

4. Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards

5. Certification of Compliance with BSCC Policies Regarding Debarment, Fraud, Theft, and Embezzlement

6. Budget Attachment (Project Budget Table and Budget Narrative) Proposals for the Proposition 47 Grant Program must be submitted through the BSCC Submittable Portal. The link to the BSCC Submittable Application portal, Proposition 47 Grant Program Application Instruction Packet, and all required attachments are available on the BSCC Proposition 47 website.

The Proposition 4 7 Grant Program RFP is accessible by clicking the "Click here to Submit; Powered by Submittable" button located on the BSCC Proposition 47 website. You will be prompted to create a free Submittable account and log-in (or sign into an existing account) prior to accessing the online RFP. Once the account has been established, applicants may proceed with the submission process. Additional RFP instructions are provided within the online BSCC Submittable Portal.
**Note: You must click the "Save Draft" button at the end of the proposal page to save any updates and/or changes you have made to your proposal prior to applying, each time you log in to your proposal. In addition, most of the fields within the RFP require information to PART I, Page I 2
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 be entered; therefore, the system will not allow proposal submission if all mandatory fields are not completed.

If the BSCC does not receive a submission by the deadline, the proposal will not be considered for funding . Applicants are strongly advised to submit proposals well in advance of the due date and time to avoid disqualification.

Once you have successfully submitted your application and all required attachments, you will receive an email acknowledging your application has been received .

If you experience technical difficulties with submitting your proposal through the Submittable portal, you should submit a Help Ticket through Submittable, as the BSCC does not control that site. Please also email the BSCC at [email protected] and/or call the BSCC main line at (916) 445-5073 and ask to speak to someone about the Proposition 47 Grant.

Be advised that applicants contacting Submittable and/or the BSCC on the due date may not receive timely responses.
*Please allow sufficient time for Submittable and BSCC to provide technical assistance.*
Prospective Applicant Information Session
Prospective applicants are invited - but not required - to attend a virtual Grant Information Session. The purpose of this session is to provide clarity on RFP instructions and answer technical questions from prospective applicants. BSCC staff will review proposal submission instructions, funding information, eligible grant activities, and the rating process. Details for the virtual Grant Information Session are listed below:

Proposition 47 Cohort 4
Virtual Grant Information Session for Prospective Applicants Tuesday, April 30, 2024 at 10:00 A.M.

Public access options for this meeting include:

Join by Zoom:
https://us02web.zoom. us/j/87362215592
Meeting ID: 873 6221 5592
Call In:
646-93 1-3860
Meeting ID: 873 6221 5592
PART I, Page I 3
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Applicants interested in attending the Grant Information Session are asked to submit an RSVP to [email protected]. Please include the name, title, and agency the attendee(s) will be representing. Please note: The Proposition 47 Grant Information Session will be recorded and posted to the BSCC Proposition 47 website for future reference.

Letter of Intent to Apply
Prospective applicants are asked , but not required, to submit a non-binding letter indicating their intent to apply. These letters will aid the BSCC in planning for the proposal review process. Please submit the letter as a Microsoft Word or PDF file.

There is no formal template for the Letter of Intent, but it should include the following information:
• Name of the applicant entity;
• Name and title of a contact person from the applicant entity that can be posted and shared with interested members of the public; and
• A brief statement indicating the applicant's intent to submit a proposal.

Failure to submit a Letter of Intent is not grounds for disqualification. Prospective applicants who submit a Letter of Intent and decide later not to apply will not be penalized .

Please email your non-binding Letter of Intent by May 10, 2024. Please identify the email subject line as "Proposition 47 Cohort 4 Letter of Intent to Apply" and submit the letter to:

Prop4 [email protected] .gov.

Proposition 47 Executive Steering Committee & Scoring Panel The BSCC uses Executive Steering Committees (ESC) and Scoring Panels to inform decision-making related to the Board's programs. ESCs and Scoring Panels are composed of subject matter experts, community partners, and interested parties representing both the public and private sectors. The BSCC makes every attempt to include a diverse representation on its ESCs and Scoring panels , in breadth of experience, geography and demographics.

In November 2021 , BSCC convened an ESC that performed a comprehensive evaluation of grant requirements and subsequently developed recommendations for the Proposition 47 Cohort 3 RFP. In February 2022, BSCC released the Cohort 3 RFP to the public.

To increase the BSCC's understanding of the needs of its stakeholders in relation to appropriate uses for Proposition 47 grant funds, BSCC conducted a statewide survey in November 2023. The results of the survey indicated that the RFP previously developed by the Proposition 47 ESC still aligns with the needs and priorities of California's communities, but that there is a greater need for residential treatment options. Therefore, this RFP contains increased funding thresholds to meet those needs.

PART I, Page 14
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 The BSCC will use a Scoring Panel process to complete the reading and rating of the Proposition 47 Cohort 4 proposals and to develop funding recommendations for the Board .

The Board may approve, reject, or revise those recommendations.

Members of the Scoring Panel are not paid for their time but are reimbursed for travel expenses incurred to attend meetings. If the BSCC is unable to convene a full Scoring Panel, BSCC staff may participate in the rating process.

Conflicts of Interest
Existing law prohibits any grantee, subgrantee, partner, or like party who participated on the Scoring Panel from receiving funds from the Proposition 47 grants awarded under this RFP.

Applicants who are awarded grants under this RFP are responsible for reviewing the Scoring Panel membership roster and ensuring that no grant dollars are passed through to any entity represented by any member of the Scoring Panel. Please check the BSCC Proposition 47 website for updated information on the Scoring Panel.

PART I, Page\ 5
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Guiding Principles for the Proposition 47 Grant
In developing the original Proposition 47 RFP, the ESC agreed on the guiding principles listed below, which reflect the priorities and values of the Proposition 47 Grant Program.

They are woven throughout the RFP and incorporated into the rating criteria. Applicants should develop proposals that reflect these principles.

GUIDING PRINCIPLES for BSCC's PROPOSITION 47 GRANT
• Incorporate community partnerships and collaborations. • Encourage culturally competent services and approaches that foster the principles of restorative justice.
• Define target populations, especially those populations that are:
o traditionally underserved or inappropriately served through mental health and substance use disorder service providers, or
o overrepresented within the criminal justice system, or o experiencing or at risk for homelessness
• Expand access to culturally congruent quality mental health and substance use disorder services, including services for co-occurring mental health and substance use disorder needs and the use of evidence-based or community defined practices.
• Identify and address known barriers to serving target populations, such as:
o Lack of jobs, housing, or employment
• Prioritize client-focused/client-centered holistic programs and approaches, including healing strategies and trauma-informed care.
• Expand and improve on efforts to divert individuals away from criminal justice involvement through increased diversion programs and improved behavioral health services or community supports.
• Include community-based organizations with diverse staffing, including those who are system-impacted individuals, or who have varying educational levels and life experiences.
• Demonstrate capacity building for service providers at every level. • Be mindful of regional equity and geographic diversity, including smaller and rural counties.
• Collect program data and measure/evaluate outcomes and publish and share information.
• Encourage community engagement, where members of the community participate in the identifying, informing, and shaping of policies, goals, services, and solutions.

PART I, Page 16
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Eligibility to Apply
Eligible Applicants
Eligible applicants are public agencies located in the State of California. For the purposes of this RFP a public agency is defined as:

A county, city, whether a general law city or a chartered city, or city and county , the duly constituted governing body of an Indian reservation or Rancheria, a school district, municipal corporation, district, political subdivision, or any board, commission, or agency thereof, entities that are legislative bodies of a local agency pursuant to subdivision (c) or (d) of Section 54952 of the Government Code, a housing authority organized pursuant to Part 2 (commencing with Section 34200) of Division 24 of the Health and Safety Code, a state agency, public district, or other political subdivision of the state, or any instrumentality thereof, which is authorized to engage in or assist in the development or operation of housing for persons and families of low or moderate income. (Pen. Code, § 6046.1 , subd. (c).)
Current Cohort 3 Grantees Are Not Eligible to Apply
Public agencies currently receiving a Cohort 3 Proposition 47 grant (as the Lead Agency) are not eligible to apply for Cohort 4 funding (see Attachment C). • Los Angeles County: Because Los Angeles County received a $20 million award in Cohort 3, all county agencies within Los Angeles County are ineligible to apply for Cohort 4. Note that city public agencies and non-county public agencies within Los Angeles County are eligible to apply.

A public agency from the same city or county as a Cohort 3 grantee may still apply (with the exception of county agencies in Los Angeles County, as noted in the bullet above).

Definition of Lead Agency
For the purposes of this RFP, the public agency applicant will be considered the Lead Agency. Lead agencies (i.e., individual agencies or departments within a city, county, or other jurisdiction) may not submit more than one proposal.

Non-lead agencies (including community-based organizations, faith-based organizations, non-governmental or governmental entities, etc.) may serve as a partner on more than one proposal, as long as they have the capacity to separately track the services provided to each.

Required Pass-Through to Community-Based Organizations
In order to be eligible, a Lead Agency must:
• Subcontract with one or more non-governmental, community-based organizations for a minimum of 50 percent of the total grant award in order to demonstrate a shared partnership rooted in community engagement and economic equity.

Note: Additional points will be awarded to applicants that pass-through 60 to 69 percent or 70 percent and higher of the total grant award (See Preference Points section, later in this document).

PART I, Page I 7
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Joint Proposals
Two or more public agencies may partner to submit a joint proposal, but one must be designated as Lead Agency for contracting purposes. Joint proposals must comply with all other eligibility criteria. A public agency may apply on both an individual and a joint proposal.

There is no funding or scoring incentive for joint proposals.

Funding Information
The Proposition 47 Grant is funded from savings generated from the enactment of the Safe Neighborhoods and Schools Act of 2014. Each year, the Department of Finance calculates the savings and distributes funding to the BSCC, State Department of Education, and California Victim Compensation and Government Claims Board . By law, the BSCC receives 65 percent of the state savings to administer a grant program.

Approximately $152 million in funding is available for the Proposition 47 Cohort 4 RFP.

This funding is contingent on:
1) The amount of funds available in the Safe Neighborhoods and Schools Fund ; 2) Grantee's adherence to the Proposition 47 RFP requirements and applicable statutes; and
3) Grantee's ability to demonstrate that annual implementation goals and objectives (as listed on the Proposition 47 Project Work Plan - described later on) have been met.

The BSCC may select additional proposals for awards from the ranked list if the deposits into the Safe Neighborhoods and Schools Fund significantly increase the BSCC's expected allocation.

Funding Categories and Corresponding Funding Thresholds Recognizing that different-sized jurisdictions have different capacities, resources, and needs, there are two categories within which public agency applicants will compete.

Maximum funding thresholds have been set within each category. These categories were established so that projects of a smaller scope do not compete against projects of a larger scope. Applicants will self-select a funding category, depending on the size of the proposed project. See the table below:

Ii Funding Category Applicants in this Category may Request: Funds Available in this Category
1) Small Scope Up to $2 million for the entire grant period. $60,800,000 2) Large Scope More than $2 million and up to $8 million for $91,200,000 the entire grant period .

Total Available Funds: $152,000,000
PART I, Page I 8
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Applicants are strongly encouraged to apply for only the amount of funding needed to meet their program goals within the grant period . The Scoring Panel will rate proposals based in part on the reasonableness of the proposed budget.

Note: Applicants must earn at least 65 percent of the total weighted score to be considered for funding (more information on scoring is provided later in this document). If there are not sufficient qualified applicants in one category to exhaust all funds, those funds will be recommended for qualified applicants in the other category.

Financial Leveraging
Assembly Bill 1056 (2015) calls for the BSCC to prioritize Proposition 4 7 funding to public agency applicants that demonstrate how they plan to leverage other federal, state, and local funds or other social investments, such as the following:

A. The Drug Medi-Cal Treatment Program (22 Cal. Code Regs. 51341 .1, 51490.1, and 51516.1).

B. The Mental Health Services Act, enacted by Proposition 63 at the November 2, 2004, general election, as amended.

C. Funds provided for in connection with the implementation of Chapter 15 of the Statutes of 2011.

D. The Community Corrections Performance Incentives Act (Stats. 2009, Ch. 608; Chapter 3 (commencing with Section 1228) of Title 8 of Part 2).

E. The tax credits established pursuant to Sections 12209, 17053.57, and 23657 of the Revenue and Taxation Code.

F. The federal Department of Housing and Urban Development funds, such as the Emergency Solutions Grant program (42 U.S.C. Sec. 11371 et seq.).

G. The federal Department of Veterans Affairs Supportive Services for Veteran Families program (38 U.S.C. Sec. 2044).

H. Social Innovation Funds established by the Corporation for National and Community Service pursuant to Section 12653k of Title 42 of the United States Code.

I. The Edward Byrne Memorial Justice Assistance Grant Program (42 U.S.C. Sec. 3750 et seq.).

Leveraged Contributions
Grantees must maintain documentation that support all leveraged contributions to the grant.

Expenditures for leverage funds must be reported on the BSCC invoice as the expenditures occur. Grantees are responsible for ensuring budgeted leverage contributions are made and grantees should not reduce or waive contributions once the grant agreement is fully executed. Failure to account for or provide budgeted leverage funds may result in a commensurate reduction in BSCC grant funds or termination of the grant agreement.

Supplanting
BSCC grant funds shall be used to support new program activities and/or to augment existing funds that expand current program activities. BSCC grant funds shall not be used to replace existing funds.

Supplanting is strictly prohibited for all BSCC grants. When leveraging outside funds, public agency applicants must be careful not to supplant. Supplanting is the deliberate reduction PART I, Page I 9
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 in the amount of federal , state, or local funds being appropriated to an existing program or activity because grant funds have been awarded for the same purposes.

It is the responsibility of the Grantee to ensure that supplanting does not occur. The Grantee must keep clear and detailed financial records to show that grant funds are used only for allowable costs and activities.

Denial of Future Funding
The BSCC reserves the right to consider the denial of future funding to any project and its officers based on its failure to comply with any term or condition of a current or previous Grant Award , poor past performance in a previous Grant Award , or failure to cooperate with state auditors/monitors.

PART I, Page 110
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Eligible Grant Activities and Target Population
The following flowchart provides a visual representation of types of services that can be funded under the Proposition 47 Grant Program . Additional information is provided on the following pages.
r
REQUIRED for ALL APPLICANTS
With PRIORITY given to projects that also:

Provide HousingRelated Support
AND
I \
Eligible Population: Adults and/or Juveniles
Arrested, charged with, or convicted of a criminal
offense AND a history of mental health issues or
substance use disorders. _,J
PART I, Page \ 11
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 As shown above, Proposition 47 grant funds must be used for mental health services, substance use disorder treatment, diversion programs, or some combination thereof for people in the criminal justice system, defined further in the Target Population section.

In addition to these required services and programs, applicants are encouraged to provide supplemental housing-related services and other community-based supportive services, such as job skills training, case management, and civil legal services.

The grant can fund programs that serve adults and/or juveniles. Examples of substance use disorder treatment and diversion programs can be found in Attachment D: Glossary of Key Terms.

Public agency applicants will be allowed to implement new services or programs and/or expand existing services or programs.

Ineligible Grant Expenditures
Grant funds may be used to implement new activities and programs and/or augment existing funds dedicated to a project but may not replace or supplant funds that have been appropriated for the same purpose.

Proposition 47 grant funds may not be used for:
• the acquisition of real property, or
• programs or services provided in a custodial setting (with the exception of outreach and reentry planning) 1.

For information on eligible and ineligible costs, refer to the BSCC Grant Administration Guide, found on the BSCC website.

Target Population
Services and programs proposed in response to this RFP must be designed to serve people who:
• Have been arrested, charged with, or convicted of a criminal offense and have a history of mental health or substance use disorders.

For purposes of this RFP, a person has a history of mental health issues or substance use disorders if the person:
• has a mental health issue or substance use disorder that limits one or more of their life activities;
• has received services for a mental health issue or substance use disorder; • has self-reported to a provider that they have a history of mental health issues, substance use disorders, or both; or
• has been regarded as having a mental health issue or substance use disorder. 1 For the purposes of this RFP, a locked facility (e.g., jail, prison, etc.) is considered a custodial setting. The intent of this RFP is to prohibit the use of grant funds for prog rams or services provided in a custodial setting with the exception of outreach and ree ntry planning.

PART I, Page 11 2
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 In addition, the target population of Proposition 47 should have been convicted of less serious crimes such as those covered by Proposition 47 and have substance abuse and/or mental health problems.

If services and programs are provided to juveniles, juveniles must fall under the jurisdiction of the juvenile court pursuant to Welfare and Institutions Code section 602. Juveniles that come under the jurisdiction of the juvenile court under Welfare and Institutions Code section 601 (i.e., status offenses, truancy) should not be considered arrested for or charged with criminal offenses.

Public agency applicants are required to describe how they will ensure that this target population is the one to be served by the proposed program. This could include a description of the program's referral, engagement to services, screening, assessment, and documentation processes.

Service Delivery Approach
Applicants will be required to describe the service delivery approach, i.e., who will deliver the services and how, and why it is most appropriate for the community and target population . Key questions to consider include:
• What are the needs of your community and how does your project provide services reflective of the racially and ethnically diverse communities served? • How does your project ensure services will be provided in locations accessible to the community?
• How does your project ensure services will be tailored to meet an individual's holistic needs, e.g., wraparound services?
• How does your project provide services in a culturally competent manner? • How does your approach ensure that services and programs adhere to the principles of trauma-informed care?
• How does your project provide services in a collaborative manner with the community, governmental and nongovernmental agencies?
• How does your project take steps to advance the principles of Restorative Justice and reduce recidivism in your community?
• How will this project change or improve the lives of participants? PART I, Page 113
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Grant Period
Proposals selected for funding will be under contract agreement with the BSCC from October 1, 2024 to June 30, 2028. The term of the grant agreement includes a 3-½-year service delivery period (October 1, 2024 through March 31, 2028) and an additional three (3) months (April 1, 2028 through June 30, 2028) to finalize and submit the required Local Evaluation Report and program-specific compliance audit.

A visual illustration of the grant agreement period is provided in the table below:

Implementation Service Service Service Evaluation and
Delivery Delivery Delivery Close-Out
6 months Year1 Year2 Year3 3 months
October 1, 2024 - April 1, 2025 - April 1, 2026 - April 1, 2027 - April 1, 2028 - March 31, 2025 March 31, 2026 March 31 , 2027 March 31 , 2028 June 30, 2028 Implementation
period to allow for (f) (f) (f)

CD CD CD
local < < < Compile and
procurement, ci' o' o'
CD CD CD analyze data
hiring, and other CL CL CL gathered from three ~ ~ ~ activities that can <' <' <' full years of service facilitate a timely CD CD CD delivery. '< '< '<
start. Ol Ol Ol ::i ::i ::i CL CL CL Complete Local
Grantees who do CL CL CL Evaluation Report. Ol Ol Ol
not need the full iii iii iii
implementation (") (") (")
Q_ Q_ 0 Complete programperiod can begin CD CD CD specific compliance (") Q. (") service delivery at ...... ...... o· audit. o' o·
any time once ? ::i ::i
under contract.

Important note: The service delivery period ends on March 31 , 2028. From April 1, 2028 to June 30, 2028, only expenses associated with completion of the Local Evaluation Report and the required program-specific compliance audit may be incurred. Additional information about the invoicing process and reporting requirements will be provided later in this RFP.

Proposition 47 Local Advisory Committee
In order to apply for Proposition 47 funding, the Lead Agency must develop a Proposition 47 Local Advisory Committee that includes local stakeholders who have experience and expertise in the prospective programs and/or services to be implemented by the proposal.

This advisory committee will , at a minimum, advise on :
• How to identify and prioritize the most pressing needs to be addressed (to include target population, target area, etc.);
• How to identify the strategies, programs and/or services to be undertaken to address those needs;
• The development of the grant project; and
PART I, Page I 14
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 • Ongoing implementation of the grant project.

The Proposition 47 Local Advisory Committee must include a broad range of stakeholders from within the communities, organizations, departments, etc. impacted by the proposal.

Examples include behavioral health professionals, educators, community-based and faithbased organizations, individuals impacted by the justice system, law enforcement, probation, prosecutors, defense attorneys, courts, social service providers, advocacy groups, housing providers, housing navigators and citizens.

Lead Agencies should consider state and local conflict of interest laws when selecting members of the Proposition 47 Local Advisory Committee. The Lead Agency is advised to check with its counsel about potential conflicts . The Lead Agency may use an existing body, but it must include individuals with the appropriate experience and expertise and address all the requirements listed in this section .

The Lead Agency must host regular community meetings to invite ongoing feedback and non-confidential updates from the Proposition 4 7 Local Advisory Committee and the community.

Throughout the duration of the grant, Lead Agencies must maintain documentation of:
• Public outreach efforts soliciting committee membership and publicizing community meeting information;
• Attendance at both committee and community meetings;
• Agendas and minutes of committee and community meetings; • Examples of processes for collaboration plan; and
• Partnering agencies' details of their plans for collaboration .

As a part of the application, each Lead Agency will be required to include a Membership Roster for the Proposition 47 Local Advisory Committee and a Letter of Agreement signed by all members (see Attachments E and F).

Evidence-Based, Data-Driven and Innovative Strategies
The BSCC is committed to supporting a focus on better outcomes in the justice system and for those involved in it. Applicants are therefore encouraged to use data to drive decisionmaking in the development, implementation, and appraisal of their overall projects.

Applicants should be able to demonstrate that their proposal is linked to the implementation of practices and strategies supported by data. In developing a proposal, applicants should focus on the following three basic principles:

1. Is there evidence or data to suggest that the intervention or strategy is likely to work, i.e., produce a desired benefit? For example, was the intervention or strategy you selected used by another jurisdiction with documented positive results? Is there published research on the intervention you are choosing to implement showing its effectiveness? Is the intervention or strategy being used by another jurisdiction with a similar problem and similar target population? PART I, Page 115
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 I

2. Once an intervention or strategy is selected, will you be able to demonstrate that it is being carried out as intended? For example, does this intervention or strategy provide for a way to monitor quality control or continuous quality improvement? If this intervention or strategy was implemented in another jurisdiction, are there procedures in place to ensure that that you are following the model closely (so that you are more likely to achieve the desired outcomes)?

3. Is there a plan to collect evidence or data that will allow for an evaluation of whether the intervention or strategy worked? For example, will the intervention or strategy you selected allow for the collection of data or other evidence so that outcomes can be measured at the conclusion of the project? Do you have processes in place to identify, collect and analyze that data/evidence? Public agency applicants are encouraged to develop an overall project that incorporates these principles but is tailored to fit the needs of the communities they serve. Innovation and creativity are encouraged, but projects that have not been validated must demonstrate a promising approach using existing data and research such as best practices in the field.

Plans to measure the effectiveness of a project should include the use of both qualitative and quantitative research. While quantitative research is based on numbers and mathematical calculations, qualitative research is based on written or spoken narratives. The purpose of quantitative research is to explain, predict and/or control events through focused collection of numerical data, while the purpose of qualitative research is to explain and gain insight and understanding of events through intensive collection of narrative data.

Data Collection, Reporting and Evaluation Requirements
Projects selected for funding will be required to submit the following to the BSCC:
• Quarterly Progress Reports
• A Local Evaluation Plan (due March 31, 2025) and
• A Local Evaluation Report (due June 30, 2028).

Required Set-Aside for Evaluation Efforts
To ensure that grantees can comply with BSCC's data collection and reporting requirements in a meaningful way that benefits the applicants, their communities, and the State of California, grantees are required to budget a minimum of 5 percent (or $50,000, whichever is greater), but not more than 10 percent, of the total grant award for data collection and evaluation efforts. These efforts include development of the Local Evaluation Plan , completion of Quarterly Progress Reports and completion of Local Evaluation Report.

Applicants are encouraged, but not required, to use outside evaluators to ensure objective and impartial evaluations. Specifically, applicants are encouraged to partner with institutions of higher learning universities, state universities and community colleges. See Attachment D for key definitions related to project evaluation.

PART I, Page I 16
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Applicants are also strongly encouraged to identify research partners early on and include them in the development of the proposal, so that the goals and objectives listed in the Proposition 4 7 Project Work Plan are measurable.

Quarterly Progress Reports
Grant recipients are required to submit Quarterly Progress Reports (QPRs) to the BSCC.

Progress reports are a critical element in BSCC's monitoring and oversight process.

Grantees that are unable to demonstrate that they are making sufficient progress toward project goals and objectives and that funds are being spent in accordance with the Grant Agreement and Proposition 47 Work Plan could be subject to the withholding of funds . Once grants are awarded, BSCC staff will work with grantees to create custom progress reports.

Applicable forms and instructions will be available to grantees on the BSCC's website after the Grantee Orientation.

As part of the QPRs, grantees will be required to submit de-identified individual level data in a Microsoft Excel file located in a secure cloud storage platform . BSCC will not request or retain personal identifying information. Grantees will be required to provide the following information for each participant:
• Age at enrollment
• Gender
• Race/Ethnicity
• Level of education at enrollment
• Employment and housing status at enrollment
• Employment and housing status at completion
• Prior arrests and convictions (yes/no responses)
• Probation, Parole, or PRCS status at enrollment
• Participation status (e.g., active participant, received one-time intervention services, exited program without completing program requirements, completed program requirements, etc.)
• Number of days between program enrollment and program completion (for participants who complete program requirements)
• Services the participant received during the quarter (checkbox). • Recidivism
o Due to the complexity of obtaining recidivism information for many grantees, this information will only be requested annually, instead of quarterly. o The definition of recidivism , as established in AB 1056, will be used for reporting purposes.
o Recidivism data must be obtained from a reliable source, such as local law enforcement. Self-report will not be accepted. Note that obtaining this information from a reliable source may require the establishment of data sharing agreements.
o Grantees will be required to report the following recidivism information:
■ Number of days between program enrollment/services received and the recidivating event.
• Whether the conviction was a misdemeanor or felony
PART I, Page 117
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Local Evaluation Plan
The purpose of the Local Evaluation Plan is to ensure that projects funded by the BSCC can be evaluated. Grantees will be expected to include a detailed description of how the public agency applicant will assess the effectiveness of the proposed program in relationship to each of its goals and objectives. A relationship between the goals and objectives identified in the Proposition 47 Project Work Plan should be apparent in the Local Evaluation Plan.

The Local Evaluation Plan should describe the evaluation design or model that will be used to evaluate the effectiveness of the project component(s), with the project goals and the project objectives clearly stated . Public agency applicants should include criteria for both process and outcome evaluations. Once submitted, any modifications to the Local Evaluation Plan must be approved in advance by the BSCC. More detailed instructions on the Local Evaluation plan will be made available to successful applicants.

Local Evaluation Report
Following project completion, grantees are required to complete a Local Evaluation Report.

The Local Evaluation Report must be in a format prescribed by the BSCC. More detailed instructions on the Local Evaluation Plan will be made available to successful applicants.

The purpose of the Final Local Evaluation Report is to determine whether the overall project (including each individual component) was effective in meeting the goals laid out in the Local Evaluation Plan. To do this, the grantee must assess and document the effectiveness of the activities that were implemented within each individual project component. These activities should have been identified in the previously submitted Local Evaluation Plan. More detailed instructions on the Local Evaluation Report will be made available to successful applicants.

Evaluation Dissemination
The BSCC will make public the Local Evaluation Plan and Local Evaluation Report from each grantee. Reports may be posted to the BSCC website and information from them may be incorporated into a Statewide Evaluation Report to be shared with the Administration, the Legislature, and the public.

Projects selected for funding are encouraged to make public (e.g., post online, disseminate, share at meetings) the Local Evaluation Report to the community and the grantee's Governing Board (e.g., Board of Supervisors, City Council, etc.).

If the grantee plans to publish the Local Evaluation Report, it must be submitted to the BSCC for review prior to publication.

PART I, Page j 18
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 General Grant Requirements
Governing Board Resolution
Successful applicants will be required to submit a Resolution from their Governing Boards before the grant award can be finalized and funds awarded. A signed resolution is not required at the time of proposal submission, but public agency applicants are advised that no financial invoices will be processed for reimbursement until the Governing Board Resolution has been received by the BSCC. A sample Governing Board Resolution can be found in Attachment G.

Grant Agreement
Public agency applicants approved for funding by the BSCC Board are required to enter into a Grant Agreement with the BSCC. Grantees must agree to comply with all terms and conditions of the Grant Agreement. A sample BSCC Grant Agreement can be found on the BSCC Proposition 47 website.

The Grant Agreement start date is expected to be October 1, 2024. Grant Agreements are considered fully executed only after they are signed by both the Grantee and the BSCC, and the BSCC is in receipt of all required attachments including documentation of signing authority (i.e. , Governing Board Resolution) . Work, services, and encumbrances cannot begin prior to the Grant Agreement start date. Any work, services, and encumbrances that occur after the start date but prior to Grant Agreement execution may not be reimbursed.

Grantees and all subgrantees are responsible for maintaining their Grant Agreement, all invoices, records , and relevant documentation for at least three (3) years after the final payment under the Grant Agreement.

Debarment, Fraud, Theft or Embezzlement
It is the policy of the BSCC to protect grant funds from unreasonable risks of fraudulent, criminal, or other improper use. As such, the Board will not enter into contracts or provide reimbursement to applicants that have been:

1. Debarred by any federal, state, or local government entities during the period of debarment; or

2. Convicted of fraud, theft, or embezzlement of federal , state, or local government grant funds for a period of three years following conviction .

Furthermore, the BSCC requires grant recipients to provide an assurance that there has been no applicable debarment, disqualification, suspension, or removal from a federal, state, or local grant program on the part of the grantee at the time of application and that the grantee will immediately notify the BSCC should such debarment or conviction occur during the term of the Grant contract.

BSCC also requires that all grant recipients include, as a condition of award to a subgrantee or subcontractor, a requirement that the subgrantee or subcontractor will provide the same assurances to the grant recipient. If a grant recipient wishes to consider a subgrantee or subcontractor that has been debarred or convicted , the grant recipient must submit a written request for exception to the BSCC along with supporting documentation.

PART I, Page 11 9
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 All applicants must complete Appendix C certifying they are in compliance with the BSCC's policies on debarment, fraud, theft, and embezzlement.

Criteria for Non-Governmental Organizations Receiving Grant Funds This RFP includes requirements that apply to non-governmental organizations2 that receive funds under this grant. All grantees are responsible for ensuring that any contracted third parties continually meet these requirements as a condition of receiving grant funds. These requirements are described in the box below:

Eligibility Criteria for Non-Governmental Organizations Providing Services with BSCC Grant Funds
Any non-governmental organization (NGO) that receives Proposition 47 grant funds (as either a direct grantee, subgrantee, or subcontractor) must:
• Have been duly organized, in existence, and in good standing for at least six (6) months prior to the effective date of its Grant Agreement with the BSCC or with the start date of the grantee's subcontract agreement;
Note: Non-governmental entities that have recently reorganized or have merged with other qualified non-governmental entities that were in existence prior to the six (6) month date are also eligible, provided all necessary agreements have been executed and filed with the California Secretary of State prior to the start date of the Grant Agreement with the BSCC or the start date of the grantee's subcontract agreement. • Be registered with the California Secretary of State's Office, if applicable; • Be registered with the California Office of the Attorney General, Registry of Charitable Trusts, if applicable;
• Have a valid Employer Identification Number (EIN) or Taxpayer ID (if sole proprietorship); • Have a valid business license, if applicable;
• Have no outstanding civil judgments or liens; and
• Have any other state or local licenses or certifications necessary to provide the services requested (e.g., facility licensing by the Department of Health Care Services), if applicable.

In addition to the administrative criteria listed above, any non-governmental, communitybased organization service provider that receives Proposition 47 grant funds must have a proven track record working with the target population and the capacity to support data collection and evaluation efforts.
2 Non-Governmental Organizations (NGOs) include community-based organizations, faith-based organizations, non-profit organizations/501 (c)(3)s, for profit service providers, evaluators (except government institutions such as universities), grant management companies and any other non-governmental agency or individual.

NOTE: These criteria do not apply to government organizations (e.g., counties, cities, school districts, etc.).

PART I, Page I 20
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 All applicants must complete, sign, and submit the Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards form (see Appendix A), even if there are no plans to subcontract at the time of submission or if the name of the subcontracted party is unknown. A signature on this form provides an assurance to BSCC that the signing authority has read and acknowledged these terms, should the applicant choose to enter into an agreement with an NGO at a later date.

Once under contract, grantees must submit an updated Criteria for Non-Governmental Organizations Receiving BSCC Grant Funds form throughout the life of the grant agreement for any additional NGOs that receive funds through subcontracts after awards are made.

The BSCC will not reimburse for costs incurred by NGOs that do not meet the BSCC's requirements.

Audit Requirement
Grantees are required to provide the BSCC with a program-specific compliance audit that covers the service delivery period of the grant. The audit report will be due no later than June 30, 2028. The program-specific compliance audit shall be performed by a Certified Public Accountant or a participating county or city auditor that is organizationally independent from the participating county or city's project financial management functions.

Expenses for the final audit may be reimbursed for actual costs up to $25,000.

In addition, BSCC reserves the right to call for a program or financial audit at any time between the execution of the grant agreement and three (3) years following the end of the grant period. The Department of General Services, State Controller3, the California State Auditor, the Department of Finance, or their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this grant.

Grantee Orientation
Following the start of the grant period, BSCC staff will conduct a mandatory Virtual Grantee Orientation (date to be determined). The purpose of this mandatory session is to review the program requirements, invoicing, and budget modification processes, data collection and reporting requirements, as well as other grant management and monitoring activities.

Typically, the Project Director, Financial Officer, and Day-to-Day Contact must attend .

Grantees are also strongly encouraged to include the individual tasked with Data Collection and Evaluation and a minimum of one community partner.

Invoicing for Grant Expenditures
Disbursement of grant funds occurs on a reimbursement basis for costs incurred during a reporting period . The State Controller's Office (SCO) will issue the warrant (check) to the individual designated as the Financial Officer for the grant. Grantees will submit invoices to the BSCC on quarterly basis through an online process no later than 45 days following the end of the invoicing period (grantees wishing to invoice on a monthly basis must request an exception prior to entering into Grant Agreement). 3 The State Controller has independent authority to audit Proposition 47 grant programs administered by t he BSCC. (Gov. Code,§ 7599.2, subd. (c).)
PART I, Page I 21
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCO77C05 Grantees must maintain adequate supporting documentation for all costs claimed on invoices. BSCC staff will conduct a desk review process which requires grantees to submit electronic documentation to support all grant funds claimed during the invoicing period. In addition, BSCC staff will conduct on-site monitoring visits that will include a review of documentation maintained as substantiation for project expenditures with grant funds .

Additional information about invoicing can be found in the BSCC Grant Administration Guide located on the BSCC website.

Travel
Travel is usually warranted when personal contact by project staff is the most appropriate method of conducting project-related business. Travel to and from training conferences may also be allowed. The most economical method of transportation, in terms of direct expenses to the project and the employee's time away from the project, must be used. Projects are required to include sufficient per diem and travel allocations for project-related personnel, as outlined in the Grant Award, to attend any mandated BSCC training conferences or workshops outlined in the terms of the program.
• Units of Government
Units of government may follow either their own written travel and per diem policy or the State's policy. Units of government that plan to use cars from a state, county, city, district carpool, or garage may budget either the mileage rate established by the carpool or garage, or the state mileage rate, not to exceed the loaning agency rate. • Non-Governmental Organizations (NGOs)
An NGO receiving BSCC funds must use the State travel and per diem policy, unless the Grantee's written travel policy is more restrictive than the State's, in which case it must be used. Reimbursement is allowed for the cost of commercial carrier fares, parking , bridge, and road tolls, as well as necessary taxi, bus, and streetcar fares. • Out-of-State Travel
Out-of-state travel is restricted and only allowed in exceptional situations. Grantees must receive written BSCC approval prior to incurring expenses for out-of-state travel.

Even if previously authorized in the Grant Award, Grantees must submit to the BSCC a separate formal request (on Grantee letterhead) for approval. Out-of-state travel requests must include a detailed justification and budget information.

Compliance Monitoring Visits
The BSCC staff will monitor each project to assess whether the project is in compliance with grant requirements and making progress toward grant objectives. As needed, monitoring visits may also occur to provide technical assistance on fiscal , programmatic, evaluative, and administrative requirements. For your reference, a sample Comprehensive Monitoring Visit checklist can be found on the Corrections Planning and Grant Programs website.

PART I, Page I 22
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 '
Overview of the RFP Process
Confirmation of Receipt of Proposal
Upon submission of a proposal in the BSCC Submittable Application Portal, applicants will receive a confirmation email from the BSCC stating that the proposal has been received .

Disqualification
Disqualification" means the proposal will not move forward to the Scoring Panel for the Proposal Rating Process and , therefore, will NOT be considered for funding under this grant. ■■■■ STOP ■■■■
PLEASE READ CAREFULLY!
The following will result in an automatic disqualification:
• Proposal submission is not received by 5:00 P.M. (PST) Monday, June 10, 2024. (Allow sufficient time to upload all required documents in the BSCC Submittable Application portal. Do not wait until the last minute!) • Proposal is not submitted via the BSCC Submittable portal. Email submissions will not be accepted.
• Applicant is not a public agency as defined in Penal Code section 6046.1, subdivision (c).
• Proposal does not address one or more of the program areas required by Proposition 47: mental health services, substance use disorder treatment, and/or diversion.
• Budget Attachment (Excel attachment) is not submitted through the BSCC Submittable Portal.
• Budget Attachment does not clearly show the mandatory 50 percent passthrough to one or more community-based organizations. • Funding request exceeds allowable amount in the Large Scope funding category.
• Applicant is proposing to provide services in a custodial setting (with the exception of in-reach and reentry planning).
• Attachments are illegible.
• Attachments will not open or the files are corrupted .

PART I, Page 123
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Proposal Rating Process
Unless disqualified, proposals will advance to the Scoring Panel for the Proposal Rating Process. Proposals will be evaluated in accordance with the BSCC's Grant Proposal Evaluation Process and as described below. The Scoring Panel will read and assign ratings to each proposal in accordance with the prescribed rating factors listed in the table below. Scoring Panel members will base their points on how well an applicant addresses the criteria listed under each rating factor within the Proposal Narrative and Budget Sections.

Scoring Panel ratings, once submitted to the BSCC, will be final.

At the conclusion of this process, applicants will be notified of the Scoring Panel's funding recommendations. It is anticipated that the Board will act on the recommendations at its meeting in September 2024. Applicants and partners are not to contact members of the Scoring Panel or the BSCC Board to discuss proposals.

Rating Factors
The Rating Factors that will be used and the maximum points allocated to each factor are shown in the table below. Applicants are asked to address each of these factors as part of their proposal. The Proposition 47 ESC assigned a percent value to each Rating Factor, correlating to its importance within the overall project (see Percent of Total Value column).

Rating Factors Point Range Percent of Weighted Rating
Total Value Factor Score
1 Project Need 0-5 25% 50
2 Community Engagement 0-5 15% 30
3 Project Description 0-5 30% 60
4 Data Collection and Evaluation 0-5 15% 30
5 Project Budget 0-5 15% 30
Total Score (before Preference Points): 100% 200
Preference Points: Applicants are required to dedicate a minimum of 50 percent of the grant funds requested to subcontracts with non-governmental, community-based organizations. Additional points will be added to the final score if an applicant dedicates 60 percent or more, as follows:
60-69 percent of grant funds= 2 additional points
70+ percent of grant funds = 4 additional points
Maximum Possible Score with Preference Points: 204
Scoring Panel members will rate an applicant's response to each Rating Factor on a scale from Oto 5, according to the Six-Point Rating Scale shown below. For each Rating Factor, the rating point received is then weighted according to the "Percent of Total Value" column associated with the Rating Factor to arrive at the final Weighted Rating Factor Score. The Weighted Rating Factor Scores are then added together for a Total Score. Preference points are added to the Total Score, as applicable. The Maximum Possible Proposal Score is 204.

Preference Points
PART I, Page I 24
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 An applicant may earn up to four additional points based on the amount of grant funds that are dedicated to non-governmental, community-based organizations. Specifically, applicants are required to dedicate a minimum of 50 percent of their grant funds to subcontracts with non-governmental, community-based organizations. An additional two points will be added to the final score if an applicant dedicates 60 to 69 percent of grant funds to a non-governmental, community-based organization, and an additional four points if the applicant dedicates 70 percent or more.

Six Point Rating Scale
Not Responsive
0 The response fails
to address the
criteria.

The response
addresses the
criteria in a very
inadequate way.

Minimum Scoring Threshold
Fair
2 The response
addresses the
criteria in a nonspecific or
unsatisfactory way.

Satisfactory Good
3 4
The response The response The response
addresses the addresses the addresses the
criteria in an criteria in a criteria in an
adequate way. substantial way. outstanding way.

To be considered for funding, a proposal must meet a threshold of 65 percent (65%), or a minimum Proposal Score of 130 total points.

Funding Decisions
Applicants will compete for funds within either the Small or Large Scope category. Once the proposals have been scored and ranked, BSCC will move down the ranked lists to fund all qualified applicants (i.e., proposals that meet the scoring threshold requirements) in each category until all funds in that category are exhausted. Applicants that fall at the cut-off point may be offered a partial award if there are not sufficient remaining funds to make a full award.

If there are not sufficient qualified applicants to exhaust all funds in one category, those funds will be recommended for qualified applicants in the other category. Any funds remaining after all possible qualified applicants have been funded will be held for the next Proposition 47 Request for Proposal.

PART I, Page\ 25
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Summary of Key Dates
The following table shows a timeline of key dates related to the Proposition 4 7 Cohort 4 Grant Program.

Activity Tentative Timeline
Release Request for Proposals April 12, 2024
Optional "Letter of Intent to Apply" Due May 10, 2024
Rater Panel Recruitment and Formation April to June 2024 Grant Information Session for Prospective Applicants April 30, 2024 Proposals Due to the BSCC June 10, 2024
Proposal Rating Process and Development of Funding June to August 2024 Recommendations BSCC Board Considers Funding Recommendation September 12, 2024 Grant Period Begins October 1 , 2024
Mandatory New Grantee Orientation TBD, October or
November 2024
Grant Service Period Ends March 31 , 2028
Final Evaluation Report and Audit Report Due and Grant End June 30, 2028 Date PART I, Page I 26
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 PART II: PROPOSAL INSTRUCTIONS
The following section contains pertinent information on how to complete the Proposition 47 Grant Proposal Package. The proposal and all required attachments are provided on the BSCC Proposition 47 website.

Proposal Narrative and Budget Instructions
The five rating factors will be addressed in two separate parts, the Proposal Narrative and the Proposal Budget Section, as shown here:

Section Ratililg Factors Percent of Addressed in: Total Value 1 Project Need 25%
2 Community Engagement 15%
Proposal Narrative
3 Project Description 30%
4 Data Collection and Evaluation 15%
5 Project Budget 15% Budget Attachment
(Excel Attachment)
Proposal Narrative Instructions
Applicants will complete the Proposal Narrative by accessing the BSCC Submittable Application Portal (see Submittable Instructions on page 2) and responding to a series of prompts. The Proposal Narrative section must address Rating Factors 1-4, as listed in the table above. Within each section, address the Rating Criteria (found on the following pages) in a cohesive, comprehensive narrative format.

Within the Proposal Narrative, each Rating Factor has a character limit as shown below:

Rating Factor Total Microsoft Word
Characters Equivalent*
1 Project Need 8,948 Up to four (4) pages
2 Community Engagement 6,711 Up to three (3) pages
3 Project Description 11,185 Up to five (5) pages
Up to three (3) pages
4 Data Collection and Evaluation 6,711
PART II , Page I 27
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 *Assumes text is in a Microsoft Word document in Arial 12-point font with one-inch margins on all four sides and at 1. 5-line spacing.

Character Counter
The BSCC Submittable Application portal includes an automatically enabled character counter. This feature shows the number of characters used and the remaining number of characters before the limit is met. If the limit is exceeded, a red prompt will appear with the message "You have exceeded the character limit." The Submittable Application portal will not allow applicants to submit the Proposition 47 Cohort 4 Proposal Narrative until they comply with all character limit requirements.

Bibliography
Applicants may, but are not required to, include a bibliography containing citations, using either the Modern Language Association (MLA) or American Psychological Association (APA) style in the "OPTIONAL Bibliography" field on the BSCC Submittable Application page. The bibliography may not exceed 2,218 total characters (includes punctuation, numbers, spaces, and any text). In Microsoft Word, this is approximately one (1) page in Arial 12-point font with one-inch margins on all four sides and at 1.5-line spacing.

Required Attachments
In addition to the Proposal Narrative, the following attachments, located on the BSCC Proposition 47 website, must be completed and uploaded in the identified fields in the BSCC Submittable portal at the time of submission (unless noted as "if applicable" below):
• Budget Attachment (Project Budget Table and Budget Narrative) • Proposition 47 Cohort 4 Work Plan (Attachment H)
• Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards (Appendix B)
• Certification of Compliance with BSCC Policies on Debarment, Fraud, Theft, and Embezzlement (Appendix C)
• Proposition 47 Local Advisory Committee Membership Roster (Attachment E) • Proposition 47 Local Advisory Committee Letter of Agreement (Attachment F) • Governing Board Resolution - Sample (not required at time of submission; however, must be submitted if awarded grant funds) (Attachment G) Note: Letters of general support (i.e., from elected officials, community members, etc.) from individuals not actually working on the grant project will not be accepted. If these are uploaded to Submittable, they will be discarded.

PART II , Page 128
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Proposal Narrative Rating Factors
Section 1: Project Need (Percent Value - 25%)
Within this section, address the criteria that defines the Project Need Rating Factor (see table below) in a cohesive, comprehensive, and concise narrative format.

Project Need: The applicant described a community need that is pertinent to the intent of the grant program. The elements that comprise the Rating Factor are listed below.

Addressing each element does not in itself merit a high rating; rather, although each element is to be addressed (when applicable), it is the quality of the response to each that will be evaluated. The response will be evaluated with a single rating based on a scale of 0-5.

1.1 1.2

1.3 1.4
Identify and describe the need to be addressed by the Proposition 47 program .

Include:
• Quantitative and qualitative data to support the need , • Gaps in services that contribute to the need , and
• Citations of data sources .

Identify and describe the target population. The description should:
• Demonstrate that the target population is measurable, • How it correlates to the need,
• Include quantitative and qualitative data to support the description, and • Include citations of data sources.

Describe the steps that will be taken to address the needs of underserved populations in the community, including disparities based on race, ethnicity, gender, sexual orientation, immigration status, etc.

Describe how the need(s) and target population align with the intent of Proposition 47 (see Attachment A).

PART II , Page \ 29
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Section 2: Community Engagement (Percent Value -15%)
Within this section address the criteria that defines the Community Engagement Rating Factor (see table below) in a cohesive, comprehensive, and concise narrative format.

Community Engagement: The applicant provided a description of the community engagement process that is related to the need(s) and intent of the grant. The elements that comprise the Rating Factor are listed below. Addressing each element does not in itself merit a high rating; rather, although each element is to be addressed, it is the quality of the response to each that will be evaluated. The response will be evaluated with a single rating based on a scale of 0-5.

The Proposition 47 Local Advisory Committee Membership Roster (Attachment E), as is the Letter of Agreement (Attachment F) signed by all

2.1 members. The make-up of the committee should:

2.2 • Include a diverse group of stakeholders and other interested parties , and • Reflect the make-up and culture of the community and identified need .

Describe the engagement process used to solicit membership to the Proposition 47 Local Advisory Committee. The description should address:
• How input was obtained from a cross-section of stakeholders and other interested parties,
• How and why certain community partners were selected , and • Steps taken to ensure the process was fair, inclusive, comprehensive, and transparent.

Describe the process of ensuring the Proposition 47 Local Advisory Committee

2.3 meetings are sufficiently noticed, accessible to the public and include opportunities for participation.

PART II , Page I 30
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Section 3: Project Description (Percent Value - 30%)
Within this section address the criteria that defines the Project Description Rating Factor (see table below) in a cohesive, comprehensive, and concise narrative format.

Project Description: The applicant provided a description of the project that is related to the need(s) and intent of the grant. The elements that comprise the Rating factor are listed below.

Addressing each element does not in itself merit a high rating; rather, altlilough each element is to be addressed, it is the quality of the response to each that will be evaluated. The response will be evaluated with a single rating based on a scale of 0-5.

3.1 Describe the proposed program goals, objectives and impacts that includes the relationship to the need and intent of the Prop 47 program. In addition:
• Complete the Project Work Plan (Attachment H), identifying the top three goals and objectives of the project and how these will be achieved in terms of the activities, responsible staff/partner agencies, outcome measures, data sources and start and end dates.

Describe how the target population will be identified according to the following criteria:

3.2 • Referral process,

3.3 3.4
• Risk/needs assessments, and
• Having a mental health or substance use disorder need.

Describe the types of service, sources of service, and method of delivery that will be made available to the target population, including:
• The plan for selecting the types and kinds of services to be provided to each participant (e.g., risk and needs assessments).
• The projected number of the target population to be served and a plan for ensuring that individuals who have been most impacted by Proposition 47, with an emphasis on racial and ethnic disparities, receive the proposed services.
• How the services will be delivered, including length and duration. • How the design and implementation plan of the project demonstrates value in community partnerships and collaboration.
• The roles, responsibilities and activities of the case managers, system navigators or other staff delivering services.

Describe how the service delivery approach:
• Is culturally competent and responsive, trauma-informed, gender responsive, and provides for accessibility,
• Advances principles of Restorative Justice, and
• Acknowledges and addresses known barriers to serving target populations.

PART II , Page I 31
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Section 3: Project Description (continued)
Describe the process used to determine who will provide services, including:
• How providers address the needs and interests of the target population

3.5 • How the providers' administration (staff, leadership, etc.) involves people with lived experience, have been system impacted, or have varying educational levels and life experiences.

3.6 Describe the plan to minimize start-up time so that services can be delivered as soon as possible.

3.7 Describe how the project meets the spirit and intent behind the statute and the Proposition 47 Guiding Principles.

If your agency plans to leverage outside funds, include a brief description of which

3.8 "other federal, state, and local funds or other social investments" will be leveraged and how they will contribute toward the success of the proposed project. If you do not plan to leverage outside funds, explain why.

PART II , Page I 32
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Section 4: Project Evaluation and Monitoring (Percent Value - 15%) Within this section, address the criteria that define the Project Evaluation and Monitoring Rating Factor (see table below) in a cohesive, comprehensive, and concise narrative format.

Project Evaluation and Monitoring: The applicant described how it will monitor and evaluate the effectiveness of the proposed project. The elements that comprise the Rating Factor are listed below. AddressiRg each element does not in itself merit a high rating; rather, although each element is to be addressed, it is the quality at the response to each that will be evaluated. The response will be evaluated with a single rating based on a scale of 0-5.

4.1 4.2

4.3 Describe the plan to determine the staff and/or entity that will conduct the project evaluation and how monitoring activities to ensure that interventions are implemented as intended will be incorporated in the various phases of the project; for example, start-up, implementation, service delivery period, etc.

Identify the process and outcome measures that are quantifiable and in line with the intent of Proposition 47, the proposed project, and the goals and objectives listed in the Work Plan. Recidivism, as defined by the BSCC, must be included as an outcome measure.

Describe the preliminary research plan for how the applicant will collect and evaluate baseline and outcome data related to the process and outcome indicators identified in 4.2. Describe a plan for entering into data sharing agreements, including agreements to obtain recidivism data.

PART II , Page \ 33
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Proposal Budget Instructions
As part of the application process, applicants are required to complete and upload a Proposal Budget with Budget Narrative ("Proposition 47 Budget Attachment") in the identified field on the BSCC Submittable Application portal. The Proposition 47 Budget Attachment (an Excel workbook) is provided on the BSCC Proposition 47 website. • Detailed instructions for completing the Budget Attachment are listed in the Instructions tab of the Excel workbook.
• Remember: Grantees are required to budget a minimum of 5 percent (or $50,000, whichever is greater), but not more than 10 percent, of the total grant funds requested in the Data Collection and Evaluation budget category.

Applicants are solely responsible for the accuracy and completeness of the information entered in the Budget Attachment. All project costs must be directly related to the objectives and activities in the project. Do not submit an annual budget; the grant funds requested in the Budget Attachment must cover the entire grant period.

Generally, once an award is approved by the Board, the proposed budget becomes the approved grant budget and will be incorporated in the Standard Grant Agreement. However, applicants should be aware that budgets will be subject to review and approval by the BSCC staff to ensure all proposed costs listed within the Proposal Budget are allowable and eligible for reimbursement. In these situations, the revised grant budget will be used for the Grant Agreement. For additional guidance related to grant budgets, refer to the July 2023 BSCC Grant Administration Guide.

Proposal Budget Rating Factor
The following items are rated as part of this section and must be addressed by the applicant in the Budget Attachment.

Section 5: Budget Attachment (Percent Value - 15%)
Proposal Budget: The applicant provided a complete Budget Attachment (Budget Table with Bwdget Narrative) for the proposed project. The elements against which the Budget Attachment will be rated are listed below. Addressing each element does not itself merit a high rating; rather, although each element is to be addressed, it is the quality of the response to each that will be evaluated. The response will be evaluated with a single rating based on a scale of 0-5.

Provide complete and detailed budget information in each section of the Proposition 4 7 Budget Attachment that includes:

5.1 • A brief explanation supporting each expense .
• Expenses that are appropriate for the project's goals and planned activities.

In the "Leveraged Funds" column, show outside funds if any, including "other

5.2 federal, state, and local funds or other social investments" that you plan to include as a part of the proposed grant project.

PART II, Page I 34
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 PART Ill: ATTACHMENTS and APPENDICES
This section includes the following Attachments and Appendices:
• Attachment A: Proposition 47 Ballot Measure (reference only) • Attachment 8: Assembly Bill 1056 (2015) (reference only) • Attachment C: Proposition 47 Cohort 3 Grantees (reference only) • Attachment D: Glossary of Key Terms (reference only)
• Attachment E: Proposition 47 Local Advisory Committee Membership Roster (REQUIRED)
• Attachment F: Proposition 47 Local Advisory Committee Letter of Agreement, signed by all members (REQUIRED)
• Attachment G: Sample Governing Board Resolution (must be submitted once grant funds are awarded)
• Attachment H: Proposition 47 Project Work Plan (REQUIRED) • Appendix A: Proposition 47 Executive Steering Committee Roster (reference only) • Appendix 8: Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards (REQUIRED)
• Appendix C: Certification of Compliance with BSCC Policies Regarding Debarment, Fraud, Theft, and Embezzlement (REQUIRED)
PART Ill , Page I 35
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment A: Proposition 47 Ballot Measure
Proposition 47 - In Pertinent Part

THE SAFE NEIGHBORHOODS AND SCHOOLS ACT
SEC. 4. Chapter 33 (commencing with Section 7599) is added to Division 7 of Title 1 of the Government Code, to read:

Chapter 33. Creation of Safe Neighborhoods and Schools Fund 7599. (a) A fund to be known as the "Safe Neighborhoods and Schools Fund" is hereby created within the State Treasury and, notwithstanding Section 13340 of the Government Code, is continuously appropriated without regard to fiscal year for carrying out the purposes of this chapter. (b) For purposes of the calculations required by Section 8 of Article XVI of the California Constitution, funds transferred to the Safe Neighborhoods and Schools Fund shall be considered General Fund revenues which may be appropriated pursuant to Article XIII B. 7599.1. Funding Appropriation.
(a) On or before July 31, 2016, and on or before July 31 of each fiscal year thereafter, the Director of Finance shall calculate the savings that accrued to the state from the implementation of the act adding this chapter ("this act") during the fiscal year ending June 30, as compared to the fiscal year preceding the enactment of this act. In making the calculation required by this subdivision, the Director of Finance shall use actual data or best available estimates where actual data is not available. The calculation shall be final and shall not be adjusted for any subsequent changes in the underlying data. The Director of Finance shall certify the results of the calculation to the Controller no later than August 1 of each fiscal year.
(b) Before August 15, 2016, and before August 15 of each fiscal year thereafter, the Controller shall transfer from the General Fund to the Safe Neighborhoods and Schools Fund the total amount calculated pursuant to subdivision (a).
c) Moneys in the Safe Neighborhoods and Schools Fund shall be continuously appropriated for the purposes of this act. Funds transferred to the Safe Neighborhoods and Schools Fund shall be used exclusively for the purposes of this act and shall not be subject to appropriation or transfer by the Legislature for any other purpose. The funds in the Safe Neighborhoods and Schools Fund may be used without regard to fiscal year.
7599. 2. Distribution of Moneys from the Safe Neighborhoods and Schools Fund. (a) By August 15 of each fiscal year beginning in 2016, the Controller shall disburse moneys deposited in the Safe Neighborhoods and Schools Fund as follows:
(1) Twenty-five percent to the State Department of Education, to administer a grant program to public agencies aimed at improving outcomes for public school pupils in kindergarten and grades 1 to 12, inclusive, by reducing truancy and supporting students who are at risk of dropping out of school or are victims of crime.
(2) Ten percent to the California Victim Compensation and Government Claims Board, to make grants to trauma recovery centers to provide services to victims of crime pursuant to Section 13963. 1 of the Government Code.
(3) Sixty-five percent to the Board of State and Community Corrections, to administer a grant program to public agencies aimed at supporting mental health treatment, substance abuse treatment, and diversion programs for people in the criminal justice system, with an emphasis on programs that reduce recidivism of people convicted of less serious crimes, such as those covered by this measure, and those who have substance abuse and mental health problems. (b) For each program set forth in paragraphs (1) to (3), inclusive, of subdivision (a), the agency responsible for administering the programs shall not spend more than 5 percent of the total PART Ill, Page I 36
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 funds it receives from the Safe Neighborhoods and Schools Fund on an annual basis for administrative costs.
(c) Every two years, the Controller shall conduct an audit of the grant programs operated by the agencies specified in paragraphs (1) to (3), inclusive, of subdivision (a) to ensure the funds are disbursed and expended solely according to this chapter and shall report his or her findings to the Legislature and the public.
(d) Any costs incurred by the Controller and the Director of Finance in connection with the administration of the Safe Neighborhoods and Schools Fund, including the costs of the calculation required by Section 7599.1 and the audit required by subdivision (c), as determined by the Director of Finance, shall be deducted from the Safe Neighborhoods and Schools Fund before the funds are disbursed pursuant to subdivision (a).
(e) The funding established pursuant to this act shall be used to expand programs for public school pupils in kindergarten and grades 1 to 12, inclusive, victims of crime, and mental health and substance abuse treatment and diversion programs for people in the criminal justice system. These funds shall not be used to supplant existing state or local funds utilized for these purposes. (f) Local agencies shall not be obligated to provide programs or levels of service described in this chapter above the level for which funding has been provided.

PART Ill, Page I 37
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment B: Assembly Bill 1056 (2015)
[Approved by Governor October 02, 2015. Filed with Secretary of State October 02, 2015.] AB 1056, Atkins. Second Chance Program .
(1) Existing law, until January 1, 2020, establishes the Social Innovation Financing Program, and requires the Board of State and Community Corrections to administer the program . Existing law, among other things, authorizes the board , upon appropriation of funds by the Legislature for deposit into the Recidivism Reduction Fund, to award grants in amounts of not less than $500,000 and not more than $2,000,000 to each of 3 counties, selected as specified, for the purpose of entering into a pay for success or social innovation financing contract, pursuant to which private investors agree to provide financing to service providers to achieve social outcomes agreed upon in advance and the government agency that is a party to the contractual agreement agrees to pay a return on the investment to the investors if successful programmatic outcomes are achieved by the service provider. Existing law limits the total amount of the grants awarded to $5,000,000. Existing law requires each county receiving an award to report annually to the Governor and Legislature on the status of its program . Existing law requires the board to compile the county reports and submit a summary report to the Governor and the Legislature annually.

This bill would extend the operation of that program and the reporting requirements until January 1, 2022.

This bi ll would also require the board to administer a competitive grant program that focuses on community-based solutions for reducing recidivism. The bill would establish minimum criteria for the grant program and would require the board to establish an executive steering committee, as specified , to make recommendations regarding the design, efficacy, and viability of proposals and to make recommendations on guidelines for the submission of proposals for the grant program, including threshold or scoring criteria, or both. Among other things , the bill would require those guidelines to prioritize proposals that advance principles of restorative justice while demonstrating a capacity to reduce recidivism, and that leverage certain other federal , state, and local funds or social investments. The bill would define recidivism, for the purposes of these provisions, as a conviction of a new felony or misdemeanor committed within 3 years of release from custody or committed within 3 years of placement on supervision for a previous criminal conviction. (2) The Safe Neighborhoods and Schools Act establishes within the State Treasury the Safe Neighborhoods and Schools Fund to receive moneys transferred from the General Fund in an amount equal to the savings resulting from the implementation of the act, as specified . The act requires that 65% of the moneys in the Safe Neighborhoods and Schools Fund be allocated the Board of State and Community Corrections to administer a grant program to public agencies aimed at supporting specified types of programs, including diversion programs, for people in the criminal justice system with an emphasis on programs that reduce recidivism, as specified.

This bill would create the Second Chance Fund in the State Treasury for the purpose of funding the above-described recidivism reduction program . The bill would require the Controller, upon order of the Director of Finance, to transfer the moneys available to the Board of State and Community Corrections from the Safe Neighborhoods and Schools Fund into the Second Chance Fund. The bill would also authorize the Second Chance Fund to receive moneys from any other federal, state, or local grant, or from any private donation. The bill would prohibit the board from using the moneys in the fund to supplant existing programs and from spending more than 5% per year of the total moneys in the fund for administrative purposes.

The bill would require the board to administer these provisions, and moneys in the fund would be continuously appropriated to the board for expenditure for these purposes. By creating a continuously appropriated fund, this bill would make an appropriation.

PART Ill, Page I 38
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 (3) The Safe Neighborhoods and Schools Act provides that its provisions may be amended by a statute, passed by a 2h vote of each house of the Legislature and signed by the Governor, that is consistent with and furthers the intent of the act.

This bill would declare that its provisions further the intent of the Safe Neighborhoods and Schools Act.

BILL TEXT
THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:

SECTION 1.

The Legislature finds and declares all of the following:
(a) California voters approved Proposition 47, known as the Safe Neighborhoods and Schools Act of 2014. The measure was enacted to ensure that prison spending is focused on violent and serious offenses, to maximize alternatives for nonviolent and nonserious crime, and to invest the resulting savings into prevention and support programs. (b) Research has shown that people in the criminal justice system disproportionately suffer from mental health issues and substance use disorders. Nationally, over one-half of all people in prisons or jails have experienced a mental health issue within the last year, and over one-half of women and 44 percent of men in jail have a drug or alcohol dependency. (c) People in the criminal justice system and formerly incarcerated individuals have difficulty securing housing and employment following their incarceration. These challenges are compounded for people living with mental health issues or substance use disorders. As a result, many formerly incarcerated people, especially those with mental health issues or substance abuse disorders experience homelessness. Experiencing homelessness greatly increases the likelihood that a formerly incarcerated person will recidivate.
(d) Offering people in the criminal justice system and formerly incarcerated individuals meaningful access to mental health services, substance use treatment services, housing, housingrelated job assistance, job skills training, and other community-based supportive services has been shown to decrease the likelihood of future contact with law enforcement and the criminal justice system.
(e) Prioritizing the state savings realized by the implementation of the Safe Neighborhoods and Schools Act of 2014 for projects that combine mental health services, substance use treatment services, housing, housing-related job assistance, job skills training, and other community-based supportive services will help the state meaningfully reduce recidivism. (f) By prioritizing projects that offer comprehensive interventions, the Legislature intends for public agencies, nonprofits, and other community-based providers of services to people in the criminal justice system and formerly incarcerated individuals to leverage additional federal, state, and local funds for social investment resources.
(g) The Legislature intends to promote the use of restorative justice principles in addressing recidivism.

SEC. 2.

Section 97013 of the Government Code is amended to read:
97013.
(a) Each county receiving an award shall report annually to the board on the status of its ongoing social innovation financing program. The report shall also contain an accounting of the moneys awarded.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 (b) The board shall compile the county reports and submit a summary report to the Governor and Legislature annually.
(c) A report made pursuant to this section shall be made in accordance with the requirements of Section 9795.
(d) This section shall remain in effect only until January 1, 2022, and as of that date is repealed, unless a later enacted statute, that is enacted before January 1, 2022, deletes or extends that date.

SEC. 3.

Section 97015 of the Government Code is amended to read:
97015.

This title shall remain in effect only until January 1, 2022, and as of that date is repealed, unless a later enacted statute, that is enacted before January 1, 2022, deletes or extends that date.

SEC. 4.

Article 5 (commencing with Section 6046) is added to Chapter 5 of Title 7 of Part 3 of the Penal Code, to read:

Article 5. Second Chance Program
6046.
(a) The purpose of this article is to build safer communities by investing in community-based programs, services, and initiatives for formerly incarcerated individuals in need of mental health and substance use treatment services.
(b) The program established pursuant to this article shall be restricted to supporting mental health treatment, substance use treatment, and diversion programs for persons in the criminal justice system, with an emphasis on programs that reduce recidivism of persons convicted of less serious crimes, such as those covered by the Safe Neighborhoods and Schools Act of 2014, and those who have substance use and mental health problems.
(c) The Board of State and Community Corrections shall administer a grant program established pursuant to this article.
6046.1.

For the purposes of this article, the following definitions shall apply:
(a) "Board" means the Board of State and Community Corrections. (b) "Fund" means the Second Chance Fund established pursuant to Section 6046.2.
(c) "Public agency" means a county, city, whether a general law city or a chartered city, or city and county, the duly constituted governing body of an Indian reservation or rancheria, a school district, municipal corporation, district, political subdivision, or any board, commission, or agency thereof, entities that are legislative bodies of a local agency pursuant to subdivision (c) or (d) of Section 54952 of the Government Code, a housing authority organized pursuant to Part 2 (commencing with Section 34200) of Division 24 of the Health and Safety Code, a state agency, public district, or other political subdivision of the state, or any instrumentality thereof, which is authorized to engage in or assist in the development or operation of housing for persons and families of low or moderate income.
(d) "Recidivism" means a conviction of a new felony or misdemeanor committed within three years of release from custody or committed within three years of placement on supervision for a previous criminal conviction.

PART Ill, Page 140
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 6046.2.
(a) The Second Chance Fund is hereby created in the State Treasury. The board shall be responsible for administering the fund. Moneys in the fund are hereby continuously appropriated without regard to fiscal year for the purposes of this article. (b) ( 1) The Controller, upon order of the Director of Finance, shall transfer moneys available to the Board of State and Community Corrections pursuant to paragraph (3) of subdivision (a) of Section 7599.2 of the Government Code into the Second Chance Fund. (2) The Second Chance Fund may receive moneys from any other federal, state, or local grant, or from any private donation or grant, for the purposes of this article. (c) The board shall not spend more than 5 percent annually of the moneys in the fund for administrative costs.
6046.3.
(a) The board shall administer a competitive grant program to carry out the purposes of this article that focuses on community-based solutions for reducing recidivism. The grant program shall, at minimum, do all of the following:
(1) Restrict eligibility to proposals designed to serve people who have been arrested, charged with, or convicted of a criminal offense and have a history of mental health or substance use disorders.
(2) Restrict eligibility to proposals that offer mental health services, substance use disorder treatment services, misdemeanor diversion programs, or some combination thereof. (3) Restrict eligibility to proposals that have a public agency as the lead applicant. (b) The board shall form an executive steering committee that includes, but is not limited to, a balanced and diverse membership from relevant state and local government entities, communitybased treatment and service providers, and the formerly incarcerated community. The committee shall have expertise in homelessness and housing, behavioral health and substance abuse treatment, and effective rehabilitative treatment for adults and juveniles. The committee shall make recommendations regarding the design, efficacy, and viability of proposals, and make recommendations on guidelines for the submission of proposals, including threshold or scoring criteria, or both, that do all of the following:
(1) Prioritize proposals that advance principles of restorative justice while demonstrating a capacity to reduce recidivism.
(2) Prioritize proposals that leverage other federal, state, and local funds or other social investments, such as the following sources of funding:
(A) The Drug Medi-Cal Treatment Program (22 Cal. Code Regs. 51341.1, 51490.1, and 51516.1).
(B) The Mental Health Services Act, enacted by Proposition 63 at the November 2, 2004, general election, as amended.
(C) Funds provided for in connection with the implementation of Chapter 15 of the Statutes of 2011.
(D) The Community Corrections Performance Incentives Act (Stats. 2009, Ch. 608; Chapter 3 (commencing with Section 1228) of Title 8 of Part 2). (E) The tax credits established pursuant to Sections 12209, 17053.57, and 23657 of the Revenue and Taxation Code.
(F) The federal Department of Housing and Urban Development funds, such as the Emergency Solutions Grant program (42 U.S.C. Sec. 11371 et seq.).

PART Ill, Page I 41
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 (G) The federal Department of Veterans Affairs Supportive Services for Veteran Families program (38 U.S.C. Sec. 2044).
(H) Social Innovation Funds established by the Corporation for National and Community Service pursuant to Section 12653k of Title 42 of the United States Code. (I) The Edward Byrne Memorial Justice Assistance Grant Program (42 U.S.C. Sec. 3750 et seq.).
(3) Prioritize proposals that provide for all of the following:
(A) Mental health services, substance use disorder treatment services, misdemeanor diversion programs, or some combination thereof.
(B) Housing-related assistance that utilizes evidence-based models, including, but not limited to, those recommended by the federal Department of Housing and Urban Development. Housingrelated assistance may include, but is not limited to, the following:
(i) Financial assistance, including security deposits, utility payments, moving-cost assistance, and up to 24 months of rental assistance.
(ii) Housing stabilization assistance, including case management, relocation assistance, outreach and engagement, landlord recruitment, housing navigation and placement, and credit repair.
(C) Other community-based supportive services, such as job skills training, case management, and civil legal services.
(4) Prioritize proposals that leverage existing contracts, partnerships, memoranda of understanding, or other formal relationships to provide one or more of the services prioritized in paragraph (3).
(5) Prioritize proposals put forth by a public agency in partnership with a philanthropic or nonprofit organization.
(6) Prioritize proposals that promote interagency and regional collaborations. (7) Consider ways to promote services for people with offenses identical or similar to those addressed by the Safe Neighborhoods and Schools Act of 2014, without precluding assistance to a person with other offenses in his or her criminal history. (8) Consider geographic diversity.
(9) Consider appropriate limits for administrative costs and overhead. (10) Consider proposals that provide services to juveniles. (11) Permit proposals to expand the capacity of an existing program and prohibit proposals from using the fund to supplant funding for an existing program.

SEC. 5.

The Legislature finds and declares that this act furthers the intent of the Safe Neighborhoods and Schools Act enacted by Proposition 47 at the November 4, 2014, general election.

PART Ill, Page 142
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment C: Proposition 47 Cohort 3 Grantees
The following Public Agencies are current Proposition 47 Cohort 3 Grantees and are INELIGIBLE to apply for Proposition 47 Cohort 4 Grant Funds:

Alameda County Health Care Services Agency
Contra Costa County Office of the Public Defender
Corona-Norco Unified School District
Kern County Behavioral Health & Recovery Services
Los Angeles, City of, City Attorney's Office
Los Angeles, City of, Mayor's Office of Economic Opportunity Los Angeles County - All County Public Agencies*
Marin County Department of Health and Human Services
Merced County Probation Department
Monterey County Health Department
Pasadena, City of, Public Health Department
Placer County Health & Human Services
San Diego County Chief Administrative Office
San Francisco Department of Public Health
Santa Barbara County Department of Behavioral Wellness
Santa Clara County Behavioral Health Services Department Santa Cruz County Probation Department
Siskiyou County Health and Human Services Agency
Solano County Department of Health & Social Services
Sonoma County Health Department
Tehama County Department of Education
Vallejo City Police Department
Yolo County District Attorney
Yolo County Health & Human Services Agency
*While LA County public agencies are ineligible, city public agencies and non-county public agencies within Los Angeles County are eligible. Please contact the BSCC with questions.

PART Ill , Page I 43
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Attachment D: Glossary of Key Terms
Behavioral Health Services
The promotion of mental health, resilience, and wellbeing; the treatment of mental and substance use disorders; and the support of those who experience and/or are in recovery from these conditions, along with their families and communities.

Case Management
A collaborative process which assesses, plans, implements, coordinates, monitors, and evaluates the options and services required to meet an individual's health needs, using communications and available resources to promote quality, cost effective outcomes4.

Community Defined Practices
A set of practices that communities have used and determined by community consensus over time and which may or may not have been measured empirically but have reached a level of acceptance by the community (Martinez, 2008). COE practices are bottomup/ground-up practices that come from the community and the organizations or providers who serve them. Unlike most EBPs, COE practices are developed specifically to address the unmet needs and strengths of a cultural group; they are rooted in the community's worldview and its historical and social contexts (Community Defined Evidence Project [CDEP] Preliminary Quantitative and Qualitative Findings, 2009). CDEPs often incorporate cultural activities, cultural education, and exploration of strengths and skill development, rather than focusing solely or primarily on symptoms and health challenges (Swart, Friesen, Holman, & Aue, 2009) 5.

Cultural Competence
Cultural competency is a developmental process in which one achieves increasing levels of awareness, knowledge, and skills along a continuum, improving one's capacity to work and communicate effectively in cross-cultural situations. Strategies for practicing cultural competency include:
• Learning about your own and others' cultural identities • Combating bias and stereotypes
• Respecting others' beliefs, values, and communication preferences • Adapting your services to each patient's unique needs • Gaining new cultural experiences
Cultural Humility
Cultural humility is a reflective process of understanding one's biases and privileges, managing power imbalances, and maintaining a stance that is open to others in relation to aspects of their cultural identity that are most important to them6.

Strategies for practicing cultural humility include:
• Practicing self-reflection, including awareness of your beliefs, values, and implicit biases
• Recognizing what you don't know and being open to learning as much as you can 4 Source: Case Management Society of America 5 https://cars-rp.org/ MHTTC/docs/CDE-Evaluation-Resource-Compendium-PS-MHTTC.pdf 6 https://th in kcu ltu ral hea Ith. h hs. gov /assets/pdfs/resou rce-li brary/clas-clc-ch . pdf PART Ill , Page j 44
Docusign Envelope ID: 27O67330-8342-8F8E-8072-C93CFCD77C05 • Being open to other people's identities and empathizing with their life experiences o Acknowledging that the patient is their own best authority, not you o Learning and growing from people whose beliefs, values, and worldviews differ from yours
Crisis Residential Treatment Programs
A short-term residential program that provides a less restrictive alternative hospitalization.

Provides treatment for adults with mental health crisis that require 24-hour support in order to return to community living.

Diversion Programs
In the context of criminal law, diversion refers to diverting an individual out of the criminal justice system by having them complete a diversion program rather than be incarcerated or serve another alternative sentence. Criminal charges are typically dropped when an individual successfully completes a diversion program. The purpose of a diversion program is to effect rehabilitation while avoiding the stigma of a criminal conviction.

A diversion program allows the individual to avoid prosecution by completing various requirements for the program. These requirements could include:

1. Education aimed at preventing future offenses by the offender;

2. Restitution to victims of the offense;

3. Completion of community service hours;

4. Avoiding situations for a specified period of time in the future that may lead to committing another such offense.

Diversion programs are usually only available to individuals charged with misdemeanors and nonviolent felonies involving drugs or alcohol. In some jurisdictions, diversion may be available to individuals charged with domestic violence, child abuse or neglect, traffic-related offenses, or even writing bad checks. Diversion programs are primarily governed by state laws, which vary by state.

Goals and Objectives
Goals and objectives are terms in common use, sometimes used interchangeably because both refer to the intended results of program activities. Goals are longer-term than objectives, more broadly stated and govern the specific objectives to which program activities are directed.

In proposals, goals are defined by broad statements of what the program intends to accomplish, representing the long-term intended outcome of the program 7 .

Examples of goal statements8:
• To reduce the number of serious and chronic juvenile offenders. • To divert nonviolent juvenile offenders from state juvenile correctional institutions. • To restore the losses suffered by the victims of crimes. 7 Justice Research and Statistics Association, Juvenile Justice Evaluation Center. (2003, June). Juvenile Justice Program Evaluation: An overview (Second Edition). Retrieved from http://www.jrsa.org/njjec/publications/program-evaluation.pdf. See a/so New York State Division of Criminal Justice Services. A Guide to Developing Goals and Objectives for Your Program. Retrieved from http://www.criminaljustice.ny.gov/ofpa/goalwrite.htm.

B /d. at p. 4.

PART Ill, Page 145
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Objectives are defined by statements of specific, measurable aims of program activities 9.

Objectives detail the tasks that must be completed to achieve goals 10 . Descriptions of objectives in the proposals should include three elements 11 :

1. Direction - the expected change or accomplishment (e.g. , improve, maintain);

2. Timeframe - when the objective will be achieved; and

3. Target Population- who is affected by the objective.

Examples of program objectives 12 :
• By the end of the program, young, drug-addicted juveniles will recognize the longterm consequences of drug use. o To place eligible juveniles in an intensive supervision program within two weeks of adjudication to ensure offender accountability and community safety. • To ensure that juvenile offenders carry out all of the terms of the mediation agreements they have worked out with their victims by program completion.

Housing Models (Examples)
A. Bridge Housing
Transitional housing that is used as a short-term stay when an individual has been offered and accepted a permanent housing intervention, but access to that permanent housing is still being arranged.

Source: Department of Veterans Affairs
B. Housing First
An approach that centers on providing homeless people with housing quickly and then providing services as needed. What differentiates a Housing First approach from other strategies is that there is an immediate and primary focus on helping individuals and families quickly access and sustain permanent housing. This approach has the benefit of being consistent with what most people experiencing homelessness want and seek help to achieve. Housing First programs share critical elements. • There is a focus on helping individuals and families access and sustain rental housing as quickly as possible and the housing is not time-limited; • A variety of services are delivered primarily following a housing placement to promote housing stability and individual well-being;
• Such services are time-limited or long-term depending upon individual need; and
• Housing is not contingent on compliance with services - instead, participants must comply with a standard lease agreement and are provided with the services and supports that are necessary to help them do so successfully.

Source: National Alliance to End Homelessness
C. Permanent Supportive Housing
9 National Center for Justice Planning. Overview of Strategic Planning. Where Do We Want to Be? Goals and Objectives. Retrieved from http://ncjp.org/strateqic-planninq/overview/where-do-we-want-be/goals-objectives. 10 Id. ; see supra fn 1. 11 Justice Research and Statistics Association, Juvenile Justice Evaluation Center. (2003, June). Juvenile Justice Program Evaluation: An overview (Second Edition) p. 5. Retrieved from http://www.jrsa.org/njjec/publications/program-evaluation.pdf. 12 1d.

PART Ill , Page I 46
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Supportive housing is an evidence-based housing intervention that combines nontime-limited affordable housing assistance with wrap-around supportive services for people experiencing homelessness, as well as other people with disabilities. Research has proven that supportive housing is a cost-effective solution to homelessness, particularly for people experiencing chronic homelessness. Study after study has shown that supportive housing not only resolves homelessness and increases housing stability, but also improves health and lowers public costs by reducing the use of publicly funded crisis services, including shelters, hospitals, psychiatric centers, jails, and prisons.

Source: U.S. lnteragency Council on Homelessness
D. Rapid Rehousing
Rapid re-housing is an intervention designed to help individuals and families quickly exit homelessness and return to permanent housing. Rapid re-housing assistance is offered without preconditions - like employment, income, absence of criminal record, or sobriety - and the resources and services provided are tailored to the unique needs of the household.
• Rapid re-housing has the following core components:
o Housing Identification
o Recruit landlords to provide housing opportunities for individuals and families experiencing homelessness.
o Address potential barriers to landlord participation such as concern about short term nature of rental assistance and tenant qualifications. o Assist households to find and secure appropriate rental housing. o Rent and Move-In Assistance
o Provide assistance to cover move-in costs, deposits, and the rental and/or utility assistance (typically six months or less) necessary to allow individuals and families to move immediately out of homelessness and to stabilize in permanent housing.
o Rapid Re-Housing Case Management and Services
o Help individuals and families experiencing homelessness identify and select among various permanent housing options based on their unique needs, preferences, and financial resources.
o Help individuals and families experiencing homelessness address issues that may impede access to housing (such as credit history, arrears, and legal issues).
o Help individuals and families negotiate manageable and appropriate lease agreements with landlords.
o Make appropriate and time-limited services and supports available to families and individuals to allow them to stabilize quickly in permanent housing.
o Monitor participants' housing stability and be available to resolve crises, at a minimum during the time rapid re-housing assistance is provided. o Provide or assist the household with connections to resources that help them improve their safety and well-being and achieve their long-term goals.

This includes providing or ensuring that the household has access to resources related to benefits, employment, and community-based services (if needed and appropriate), so that they can sustain rent payments independently when rental assistance ends.

PART Ill, Page 147
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 o Ensure that services provided are client-directed, respectful of individuals' right to self-determination, and voluntary. Unless basic program-related case management is required by statute or regulation, participation In services should not be required to receive rapid re-housing assistance.

Source: U.S. lnteragency Council on Homelessness
E. Recovery Residence:

For the purposes of this section, "recovery residence" means a residential dwelling that provides primary housing for individuals who seek a cooperative living arrangement that supports personal recovery from a substance use disorder and that does not require licensure by the department or does not provide licensable services.

A recovery residence may include, but is not limited to, residential dwellings commonly referred to as "sober living homes," "sober living environments," or "unlicensed alcohol and drug free residences." *** (HSC 11833.05. (c) F. Sober Living Homes
A supportive alcohol and drug free living environment for individuals attempting to maintain abstinence from alcohol or drugs in their life. Such programs do not mandate treatment but strongly encourage participation in 12-step support groups. These group living environments offer transitional space for people living incarceration, formal addiction treatment centers or other residential placement. They typically employ house rules which may include curfews, house chores or duties and other rules related to conduct. The participant is generally responsible for their rent and encouraged to work and engage in all other normal life functions from within a peersupported environment.

G. Transitional Housing
Transitional Housing: a project that is designed to provide housing and appropriate supportive services to homeless persons to facilitate movement to independent living.

The housing is short-term, typically less than 24 months. In addition to providing safe housing for those in need, other services are available to help participants become self-sufficient.

Source: U.S. Department of Housing and Urban Development Process Evaluation13
The purpose of the process evaluation is to assess how program activities are being carried out in accordance with goals and objectives. Process measures are designed to answer the question: "What is the program actually doing and is this what we planned it to do?" Examples of process measures could include:
• Project staff have been recruited, hired and trained according to the proposal. • Activities/strategies have been implemented on time according to the proposal. • Number of interagency agreements entered into by the program compared to the number planned.
• Number of trainings conducted.
• Number of neighborhood meetings conducted.
13Justice Research and Statistics Association, Juvenile Justice Evaluation Center. (2003, June). Juvenile Justice Program Evaluation: An overview (Second Edition) p. 7. Retrieved from http://www.jrsa.org/njjec/publications/program-evaluation.pdf.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Outcome Evaluation 14
The purpose of the outcome evaluation is to identify whether the program "worked" in terms of achieving its goals and objectives. Outcome measures are designed to answer the question: "What results did the program produce?"
Examples of outcome measures include:
• Results of pre/post surveys (e.g., changes in the reported confidence/trust in law enforcement among community members).
• Implementation of regular, ongoing community forums where law enforcement/community dialogue takes place.
• Changes in policies at the Lead Agency level to reflect procedural justice principles.

In an evidence-based practice approach, outcome evaluations must include not only the measures but also analysis of the extent to which the measured results can be attributed to the program rather than to coincidence or alternative explanations Mental Health Services (Examples)
• Outreach and Engagement
• Precrisis and Crisis Services.
• Comprehensive Evaluation and Assessment.
• Individual Service Plan.
• Medication Education and Management.
• Case Management.
• Twenty-four Hour Treatment Services.
• Rehabilitation and Support Services.
• Individual and Group Counseling
• Day treatment programs
• Collateral services
• Peer support specialist services
• Community health worker services
• Vocational Rehabilitation.
• Inpatient and residential Services, including adult residential, crisis residential, and peer residential services.

Recidivism
Recidivism is defined as conviction of a new felony or misdemeanor committed within three years of release from custody or committed within three years of placement on supervision for a previous criminal conviction. 15
Restorative Justice
Restorative practice is a social science that studies how to improve and repair relationships between people and communities. The purpose is to build healthy communities, increase 14 Id at pp. 7-8.
15 Pen. Code, § 6046.1 subd. (d). "Committed" refers to the date of offense, not the date of conviction.

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Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 social capital, decrease crime and antisocial behavior, repair harm and restore relationships. 16
Substance Use Disorder Treatment (Examples)
According to the Substance Abuse and Mental Health Services Administration, a treatment system for substance use disorders could be comprised of multiple service components, including, but not limited to the following :
• Individual and group counseling
• Inpatient and residential treatment
• Intensive outpatient treatment
• Partial hospital programs
• Narcotic treatment program/opioid treatment program
• Contingency management
• Case or care management
• Medication
• Recovery support services
• 12-Step fellowship
• Peersupports
Other services that may qualify could include:
• Withdrawal management
• Culturally rooted community healing practices
Trauma-Informed Care17
According to the Substance Abuse and Mental Health Services Administration, "A program, organization, or system that is trauma-informed:
• Realizes the widespread impact of trauma and understands potential paths for recovery;
• Recognizes the signs and symptoms of trauma in clients, families , staff, and others involved with the system;
• Responds by fully integrating knowledge about trauma into policies, procedures, and practices; and
• Seeks to actively resist re-traumatization
SAMHSA's concept of trauma-informed care is guided by six key principles:
• Safety
• Trustworthiness and transparency
• Peer support
• Collaboration and mutuality
• Empowerment, voice and choice
• Cultural, historical, and gender issues
16 Braithwaite, John (2004-01-01). "Restorative Justice and De-Professionalization". The Good Society . 13 (1): 28-31 . doi:10.1353/gso.2004.0023. ISSN 1538-9731 . S2CID 143707224. 17 Substance Abuse and Mental Health Services Administration, U.S. Department of Health and Human Services. Trauma-informed Approach and Trauma-Specific Interventions. Retrieved July 22, 201 6, from http://www.samhsa.gov/nctic/trauma-interventions PART Ill, Page I 50
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment E: Proposition 47 Local Advisory Committee Membership Roster Required Attachment: Applicants will be prompted to upload this document from the BSCC Proposition 47 webpage to the BSCC Submittable Application Portal.

Lead Public Agency:

Individual Name Job Title Agency/Organization
PART Ill, Page I 51
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment F: Proposition 47 Local Advisory Committee Letter of Agreement Required Attachment: Applicants will be prompted to upload this document from the BSCC Proposition 47 webpage to the BSCC Submittable Application Portal.

Note: This letter is to be signed by Lead Agency and all members of the Proposition 47 Local Advisory Committee. Photocopies of signatures and/or e-signatures are acceptable. Include additional signature lines as necessary.
(Date)
This is a letter of agreement between (Lead Agency) and all organizations listed herein for the purposes of applying for the Proposition 47 Grant. All organizations listed herein agree to participate on the local Proposition 47 Local Advisory Committee led by (Lead Agency) using a collaborative approach. This advisory body will, at a minimum, advise the Lead Agency on:
• How to identify and prioritize the most pressing needs to be addressed (to include target population, target area, etc.);
• How to identify the strategies, programs and/or services to be undertaken to address those needs;
• The development of the grant project; and
• Ongoing implementation of the grant project.
(Note: Applicants may provide additional information; e.g., explain the detail of collaboration, list the services or support, provide dates and timelines, etc.) Signed in mutual agreement,

LEAD PUBLIC AGENCY SIGNATURE

X -------------
Signature
Name, Title
Name of Lead Agency
Address
PROPOSITION 47 LOCAL ADVISORY COMMITTEE MEMBER SIGNATURES

X -------------
Signature
Name, Title
Name of Partner Organization
Address
X ------------ Signature
Name, Title
Name of Partner Organization
Address
PART Ill, Page I 52
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment G: Sample Governing Board Resolution
Instructions: Before grant funds can be reimbursed, a prospective grantee must either (1) submit a resolution from its Governing Board that delegates authority to the individual authorized to execute the grant agreement or (2) provide sufficient documentation indicating that the prospective grantee has been vested with plenary authority to execute grant agreements (e.g., a municipal ordinance or county ordinance/charter delegating such authority to a city manager or county executive officer or other governing board resolution delegating authority).

Below is assurance language that, at a minimum, must be included in the resolution submitted to the Board of State and Community Corrections.

A Governing Board Resolution does not have to be uploaded at the time of submission but must be submitted in order for the Grant Agreement to be executed.

WHEREAS the (insert name of Lead Agency) desires to participate in the Proposition 47 Grant administered by the Board of State and Community Corrections (hereafter referred to as BSCC).

NOW, THEREFORE, BE IT RESOLVED that the (insert title of designated official) be authorized on behalf of the (insert name of Governing Board) to submit the grant proposal for this funding and sign the Grant Agreement with the BSCC, including any amendments thereof.

BE IT FURTHER RESOLVED that grant funds received hereunder shall not be used to supplant expenditures controlled by this body.

BE IT FURTHER RESOLVED that the (insert name of Lead Agency) agrees to abide by the terms and conditions of the Grant Agreement as set forth by the BSCC.

Passed, approved, and adopted by the (insert name of Governing Board) in a meeting thereof held on (insert date) by the following:

Ayes:

Notes:

Absent:

Signature: _ __________________ Date: _______ _
Typed Name and Title: _______________________ _
ATTEST: Signature: ______________ Date: _______ _
Typed Name and Title: ____ ________ _
PART Ill , Page I 53
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Attachment H: Proposition 47 Project Work Plan
Required Attachment: Applicants will be prompted to upload this document from the BSCC Proposition 47 webpage to the BSCC Submittable Application Portal.

Instructions: Applicants must complete a Project Work Plan, using the format below. Completed Project Work Plans should (1) identify the project's top goals and objectives; (2) identify how the top goals will be achieved in terms of the activities, responsible staff/partners, and start and end dates; and (3) provide goals, objectives, and measures with a clear relationship to the need and intent of the grant. A minimum of three goal and corresponding objectives, process measures, etc. must be identified. (1) Goal: >
Objectives (A. , B., >
etc.)
Process Measures >
and Outcome
Measures:

Project activities that support the identified goal and Responsible staff/partners: Timeline objectives: Start Date End Date
> > > >
List data and sources to be used to measure outcomes: > (2) Goal: >
Objectives (A. , B., >
etc.)
PART Ill, Page I 54
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Process Measures >
and Outcome
Measures:

Project activities that support the identified goal and Responsible staff/partners: Timeline objectives: Start Date End Date
> > > >
List data and sources to be used to measure outcomes: > (3) Goal: >
Objectives (A., B., >
etc.)
Process Measures >
and Outcome
Measures:

Project activities that support the identified goal and Responsible staff/partners: Timeline objectives: Start Date End Date
> > > >
List data and sources to be used to measure outcomes: > PART Ill, Page 155
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 Appendix A: Proposition 47 Executive Steering Committee Roster Proposition 47 Executive Steering Committee
Name Title/ Organization
1 Gaard, Janet Retired Judge, BSCC Board Member, Chair
2 Barnes-Lopez, Naomi Mental Health CSU , Orange County, Team Lead/Clinician 11
3 Brooks, D'Andre The Children's Initiative, San Diego, Juvenile Justice Associate
4 Brown-Taylor, Christine San Diego County Sheriff's Department, Retired 5 Cabrera, Michelle Behavioral Health Directors Association of CA, Sacramento, Executive Director
6 Dzubay, Jeremy Monterey County Public Defender's Office, Assistance Public Defender
7 Hanna, Sylvia Tulare County Superior Court, Judge
8 Jenkins, Mack Council on Criminal Justice & Behavioral Health, Retired Probation Chief
9 Kuhns, Richard County of Trinity, County Administrative Office (CAO) 10 McClain, Kevin Community Housing Partnership, Sacramento, Exec Administrative Manager
11 Miramontes, Amber Tulare County Public Defender's office, Supervising Attorney
12 Villamil, Denise Southern California Crossroads, Executive Director 13 White, Dorothea Valley State Prison, CDCR, SSMI, Employee Relations officer
PART Ill, Page I 56
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Appendix B: Criteria for Non-Governmental Organizations Receiving BSCC Grant Subawards
Required Attachment: Applicants will be prompted to upload this document from the BSCC Proposition 47 webpage to the BSCC Submittable Application Portal.

Instructions: The form on the following page must be submitted with the proposal even if there are no plans to subcontract at the time of submission, or if the name of the subcontract party is unknown.

In either of these cases, the applicant should write "N/A" in the Name of Subcontracted Party column and complete the signature box. A signature on this form provides an assurance to BSCC that the signing authority has read and acknowledged these terms.

The Proposition 47 Request for Proposals (RFP) includes requirements that apply to nongovernmental organizations (NGOs)18 providing services with grant funds. Grantees are responsible for ensuring that all contracted third parties continually meet these requirements as a condition of receiving any Proposition 47 funds. The RFP describes these requirements as follows:

Any non-governmental organization that receives Proposition 47 grant funds (as either a direct grantee, subgrantee, or subcontractor) must:
• Have been duly organized, in existence, and in good standing for at least six (6) months prior to the effective date of its MAT Grant Agreement with the BSCC or with the start date of the grantee's subcontract agreement;
o Non-governmental entities that have recently reorganized or have merged with other qualified non-governmental entities that were in existence prior to the six (6) month date are also eligible, provided all necessary agreements have been executed and filed with the California Secretary of State prior to the start date of the Grant Agreement with the BSCC or the start date of the grantee's subcontract agreement;
• Be registered with the California Secretary of State's Office, if applicable; • Be registered with the California Office of the Attorney General, Registry of Charitable Trusts, if applicable;
• Have a valid Employer Identification Number (EIN) or Taxpayer ID (if sole proprietorship); • Have a valid business license, if applicable;
• Have no outstanding civil judgments or liens; and
• Have any other state or local licenses or certifications necessary to provide the services requested (e.g., facility licensing by the Department of Health Care Services), if applicable.

Completing the NGO Assurance

1. Provide the name of the Applicant Agency (the Grantee).

2. List all contracted parties (if known*).

3. Check Yes or No to indicate if each contracted part meets the requirements.

4. Sign and submit with the proposal.
*Note: If the name of the contracted part is unknown, write TBD in the "Name of Contracted Party" field and sign the document.
18 Non-Governmental Organizations (NGOs) include community-based organizations, faith-based org anizations, non-profit organizations/501 (c)(3)s, for profit service providers, evaluators (except government in stitutions such as universities), grant management companies and any other non-governmental agency or individual.

NOTE: These criteria do not apply to government organizations (e.g., counties , cities, school districts, etc.).

PART Ill , Page I 57
Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 In addition to the administrative criteria listed above, any non-governmental, community-based organization that receives Proposition 47 grant funds must have a proven track record working with the target population and the capacity to support data collection and evaluation efforts.

In the table below, provide the name of the Lead Public Agency (the Grantee) and list all contracted parties (if known).

Proposition 47 Grant Program
Non-Governmental Organization Assurances
Name of Applicant:

Name of Subcontracted Party Address Email/Phone Meets All Requirements
Yes □ No □
Yes □ No □
Yes D No □
Yes D No D
Grantees are required to update this list and submit it to BSCC any time a new third-party contract is executed after the initial assurance date. Grantees shall retain (on-site) applicable source documentation for each contracted party that verifies compliance with the requirements listed in the RFP. These records will be subject to the records and retention language found in the Standard Agreement.

The BSCC will not reimburse for costs incurred by any third party that does not meet the requirements listed above and for which the BSCC does not have a signed grantee assurance on file.

A signature below is an assurance that all requirements listed above have been met.

AUTHORIZED SIGNATURE
This document must be signed by the person who is authorized to sign the Grant Agreement.

NAME OF AUTHORIZED OFFICER TITLE TELEPHONE NUMBER EMAIL ADDRESS

STREET ADDRESS CITY STATE ZIP CODE
APPLICANT'S SIGNATURE (e-signature acceptable) DATE
X
PART Ill, Page I 58
Docusign Envelope ID: 27O67330-B342-8F8E-8072-C93CFCD77C05 Appendix C: Certification of Compliance with BSCC Policies Regarding Debarment, Fraud, Theft, and Embezzlement
Required Attachment: Applicants will be prompted to upload this document from the BSCC Proposition 47 webpage to the BSCC Submittable Application Portal It is the policy of the BSCC to protect grant funds from unreasonable risks of fraudulent, criminal, or other improper use. As such, the Board will not enter into contracts or provide reimbursement to applicants that have been:

1. debarred by any federal, state, or local government entities during the period of debarment; or

2. convicted of fraud, theft, or embezzlement of federal, state, or local government grant funds for a period of three years following conviction .

Furthermore, the BSCC requires grant recipients to provide an assurance that there has been no applicable debarment, disqualification, suspension, or removal from a federal, state or local grant program on the part of the grantee at the time of application and that the grantee will immediately notify the BSCC should such debarment or conviction occur during the term of the Grant contract.

BSCC also requires that all grant recipients include, as a condition of award to a subgrantee or subcontractor, a requirement that the subgrantee or subcontractor will provide the same assurances to the grant recipient. If a grant recipient wishes to consider a subgrantee or subcontractor that has been debarred or convicted, the grant recipient must submit a written request for exception to the BSCC along with supporting documentation.

By checking the following boxes and signing below, applicant affirms that:
[ ] I/We are not currently debarred by any federal, state, or local entity from applying for or receiving federal, state, or local grant funds.
[ ] I/We have not been convicted of any crime involving theft, fraud, or embezzlement of federal, state, or local grant funds within the last three years. We will notify the BSCC should such debarment or conviction occur during the term of the Grant contract. [ ] I/We will hold subgrantees and subcontractors to these same requirements.

A grantee may make a request in writing to the Executive Director of the BSCC for an exception to the debarment policy. Any determination made by the Executive Director shall be made in writing .

AUTHORIZED SIGNATURE
!This document must be sianed bv the oerson who is authorized to sian the Grant Aareement.)

NAME OF AUTHORIZED OFFICER TITLE TELEPHONE NUMBER EMAIL ADDRESS

STREET ADDRESS CITY STATE ZIP CODE
APPLICANT'S SIGNATURE (Blue Ink Only) DATE
X
PART Ill, Page I 59
Docusign Envelope ID: 27D67330-8342-8F8E-8072-C93CFCD77C05 STATE OF CALIFORNIA DEPARTMENT OF GENERAL SERVICES SCO ID: 5227-BSCC131424 STANDARD AGREEMENT AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (If Applicable) STD 213 (Rev 03/2019) BSCC 1314- 24 BSCC-5227

1. This Agreement is entered into between the Contracting Agency and the Contractor named below:

CONTRACTING AGENCY NAME

BOARD OF STATE AND COMMUNITY CORRECTIONS

CONTRACTOR NAME

CITY OF BAKERSFIELD

2. The term of this Agreement is:

START DATE
OCTOBER 3, 2024

THROUGH END DATE
JUNE 30, 2028

3. The maximum amount of this Agreement is:
$1,999,374.00

4. The parties agree to comply with the terms and conditions of the following exhibits, attachments, and appendices which are by this reference made a part of the Agreement.

EXHIBITS TITLE PAGES
Exhibit A Scope of Work
Exhibit B Budget Detail and Payment Provisions
Exhibit C General Terms and Conditions (04/2017)
Exhibit D Special Terms and Conditions
Attachment 1* Proposition 47 Grant Program Request for Proposals Attachment 2 Proposition 47 Grant Program Proposal
Appendix A Proposition 47 Grant Program Scoring Panel Roster Appendix B Criteria for Non-Governmental Organizations Receiving BSCC Program Funds * This item is hereby incorporated by reference and can be viewed at: https:/lwww.bscc.ca.gov/s bsccprop47/ IN WITNESS WHEREOF, THIS AGREEMENT HAS BEEN EXECUTED BY THE PARTIES HERETO.

CONTRACTOR
CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership, etc.)

CITY OF BAKERSFIELD

CONTRACTOR BUSINESS ADDRESS
1600 Truxtun Avenue

PRINTED NAME OF PERSON SIGNING

CHRISTIAN CLEGG

CONTRACTOR AUTHORIZED SIGNATURE
16 CITY
Bakersfield
TITLE
City Manager

DATE SIGNED
//. 14. STATE OF CALIFORNIA

CONTRACTING AGENCY NAME

BOARD OF STATE AND COMMUNITY CORRECTIONS

CONTRACTING AGENCY ADDRESS
2590 Venture Oaks Way, Suite 200

PRINTED NAME OF PERSON SIGNING

COLLEEN CURTIN

CONTRACTING AGENCY AUTHORIZED SIGNATURE
16 CITY
Sacramento
TITLE
Deputy Director

DATE SIGNED
CALJFORNIAfDEPA,Rl'ME.NT OF GENERA~ S~~\IIG_ES APPROVAL: EXEMPJ,PER SGM, V014JM.E '1/ CH. 4.0(:i STATE
CA
ZIP
93301
I STATE I ZIP .

CA 95833
3 4
4 4
*
37 1
2 Docusign Envelope ID: 27D67330-B342-8F8E-8072-C93CFCD77C05 EXHIBIT A: SCOPE OF WORK

1. GRANT AGREEMENT - PROPOSITION 47 GRANT PROGRAM
City of Bakersfield
BSCC 1314-24