Internal Plevenue Service
Date: April 3, 2007
FRIENDLY CENTEFI INC
147 W ROSE AVE
ORANGE CA92867-8627
Department of the Treasury
P, 0. Box 2508
Cincinnati, OH 45201
Person to Contact:
Kim A. Chambers 31-07874
Customer Service Specialist
Toll Free Telephone Number:
877-829-5500
Federal Identification Number:
95-2479833
Dear Sir or Madam:
This Is in response to your request of April 3, 2007, regarding your organization's taxexempt status.
In June 1967 we issued a determination letter that recognized your organizatiorx as exempt from federal income tax. Our records indicate that your organization is currently exempt under section 501(c)(3) of the Internal Revenue Code.
Our records Indlcate that your organization is also classified as a public charity under sections 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code.
Our REGARDSindicate that COntribLitiOnStO70LlrOrganization are deduCtibie under section 170 of the Code, and that you are qualified to receive tax deductible bequests, deviffies, transfersor gifts under section 2055, 2106 or 2522 ofthe Internal Flevenue Code.
Ifyou haveariyquestions,pleasecall us atthetel$hone numbershowninthe heading of this letter.
SinCerelVt
Michele M. Sullivan, Oper. Mgr.
Accounts Management Operations 1
[ a friendl
t='Es.aa,924@.'center '
Chair
* Vito A. CanusoIII l Intellectual Property Lawyer
Vice Chair
ii Mark Richards l AWI Logistics
* PattyBarrios l United BusinessBank
President/CEO
ii Kenia Hernandez Cueto, Ph.D.
Board Members
it MargeAguilar l Retired,Bank of America
Dennis Corbett l Retired,PacificLife InsuranceCompany
it Alisa Driscoll l ChapmanUniversity
Kris Erickson I Law Offices of Kristin A. Erickson,OrangeUnified SchoolBoard Trustee
* Ken Fisher l PacificLife InsuranceCompany- BoardTreasurer GiselaMeier I Philanthropist- Board Secretary
LauraRothafel,MA, MFT, LPCC l Marriage & FamilyTherapist Fred Whitaker l Cummins& White, LLP
Executive Board
President/CEO
Kenia Cuefo, ph.o.
ORGANIZATION
CHART
Director of
Operations
Steve Getman
Fundraising &
Evems
Coordinator
Cami Bohm
Director of
Education/Workforce
Development
Jennifer Acuna
Education
Specialist
Orange/ BP
Karen Landa
Accountant
Manager
Amarjit Kaur
Direclor of
Community & Family
Services
Jessica Ruelas
Site
Coordinator
Orange
Jenny Salcedo
Program
Assistant
Jesus
Esperanza
Site
Coordinator
Buena Park
Program
Assistant
Lizbeth
Bugarin
Fernanda
Padilla
PR &
Marketing
Coordinator
#ariah Martinez
Volunteer
Specialist
Rebecca
Gonzalez
HR
Coordinafor
Jessica Vargas
Family Support
Advocate
Orange
Asusena Sanchez
Family Support
Advocate
Santon
Luis Gonzalez
Family Support
Advocate
Buena Park
Christa Cordova
mLeadership We!l Employeest! Tobehired
Administrative Orange Site
Coordinator
Jessica Reyes Elena Yepez
Information &
Referral Specialist
Aleiandra Lopez
Information &
Referral Specialist
Jennifer Ruelas
City of Buena Park
2026-2027 Community Development Block Grant (CDBG)
Funding Proposal Summary Sheet
Organization Name: Giving Children Hope
Program Name: We’ve Got Your Back (WGYB)
Estimated Goal: 80 Individuals
Funding Request: $25,000
Organization Purpose:
Giving Children Hope (GCH) provides weekly food support to low-income Buena Park families through the We’ve Got Your Back (WGYB) program. GCH partners with local schools to identify families that are in need of food assistance. Some families rely on school lunches as their main source of weekly food and struggle to meet their nutritional needs on weekends. Each week, WGYB program staff deliver backpacks containing a weekend’s worth of food for the family to the children’s school to meet those needs.
Description of Request:
Giving Children Hope is requesting CDBG funds to cover food and delivery costs related to their WGYB program. They are proposing to assist 20 families (approximately 80 children and parents) using this funding.
Analysis of Request:
WGYB meets the national objective of benefitting low-income Buena Park residents. Providing students with access to consistent nutritious food helps stabilize their household and supports community resilience. Investing CDBG funds in this program will provide more sustainable living conditions for children and families of Buena Park that are experiencing food insecurity.
Funding Recommendation:
Staff recommends funding in the amount of $10,000.
City of Buena Park
FY 2026-2027 Community Development Block Grant (CDBG) Program Application Checklist
Please complete, sign, and include this checklist with your application Required For All Applicants.
[a Completed FY 2026-2027 CDBG Grant Application
[] Copy of current client intake form for proposed activity € N/A (only if activity is LMA)
2 Signed Acknowledgement Regarding Bidder SAM Registration form (Attachment 4) E] Signed Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions form (Attachment 5)
Required For Nonprofit/Outside Orqanizations:
2 Proof of active nonprofit status (IRS determination letter) EI List of Board of Directors (board member names and titles) [/ Copy of current organizational chart
€ Copy of current lease (if CDBG funding request involves rental expenses) [a Completed Zoning/Land Use Approval Form (Attachment 6), if located in the City of Buena Park Organizaion/C!y Department Name: Community & Economic Development Department Submitted By: Jacob Wilson, Grants & Systems Manager
(Print Name, Title) /(S.lg,Af,P / 12/15/25
(Date)
RECEIVED
DEC1 5 2025
ECONOMICDEVELOPMENT
Attachment 2
CITY OF BUENA PARK
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FY 2026-2027 (July 1, 2026 - June 30, 2027)
CDBG FUNDING APPLICATION
DUE BY DECEMBER 18, 2025 AT 5:00 PM
Organization/City Department Name Community & Economic Development Department Activity/Program Name We've Got Your Back
Address 8332 Commonwealth Ave. Buena Park. CA 90621
Contact Person/T itle Jacob Wilson, Grants & Systems Manager Email Address [email protected]
Phone Number 714-686-3785
Activity Type (select one) [1 Public Service Activity € Other CDBG Eligible Activity Organization Type (select one)
€ City Department
EI Nonprofit 501 (c) (3) organization
€ Other (i.e. public agency)
Amount of CDBG Funds Requested $ 25,000
1. Estimated unduplicated individuals or households to be served by proposed activity during FY 2026-2027 (including a// persons regardless of residence):
Estimated Goal: 80 EI Individuals [1 Households
2. Estimated unduplicated individuals or households to be served by proposed activity during FY 2026-2027 (including ONLYBuena Parkresidents):
Estimated Goal: 80 El Individuals € Households
Icertify under penalty of perjury that the information provided in this CDBG funding application is true to the best of my knowledge.
(siiiture of authorized representative)
12/1 5/25
Date
Jacob Wilson, Grants & Systems Manaqer
(Print name and title of authorized representative)
Oyg3iz3h (iB ?QByl'l(H; Communlf/&EOOnOm:ODevelopment Deparlnnent %()gla3 Name; We'VeGOfYOllrBaCk Please answer each of the following questions. If any questions are left unanswered, your application will not be considered. You may attach additional sheets and/or supporting materials as needed. 1 ACTMTY DESCRIPTION
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Describe the proposed activity, including services to be provided and goals to be accomplished. a) Why is there a need for this activity in the City of Buena Park? b) Identify the location of the activity and the service area boundaries. c) Describe specifically the intended use of the CDBG funds.
For 18 years, Giving Children Hope has partnered with Orange County schools to provide weekly food.
Our We've Got Your Back program began in 2007 when Buena Park schools reached out to us because they needed food support for students who were struggling because of hunger. Since then, we've supported these students both through the delivery of food to their school in a backpack and during our weekly distributions hosted on our Buena Park campus.
Our backpack delivery food assistance program is particularly important because, while food insecure children get free breakfast and lunch at school, during nights and weekends they are left hungry. During the 2025-26 school year, we had 12 Buena Park schools sign up to partner with us, 138 families who expressed they were experiencing hunger, and 57 families who preferred to have a backpack of food delivered to them because they lack time or transportation to get to our weekly distribution. The inability to get to a food distribution is a preventable failure of services that GCH's We've Got Your Back program will meet.
With CDBG funds, we will provide 20 of these Buena Park families (approximately 80 children + parents), with food delivered to their school each week. Funds will cover food purchases and delivery costs and will be used to provide these services to families who are not currently receiving them. Each backpack delivered will provide 36 meals to a family every weekend.
2 TARGET POPULATION
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Describe the target population/demographic for this activity and the number of estimated unduplicated Buena Park residents to be served from July 1, 2026 through June 30, 2027. a) How was the estimated number of clients determined?
b) How will you reach your target population?
c) Explain why this activity is needed for this target population.
Families are enrolled into WGYB because they have been identified as being food insecure, unstably housed, or living in poverty. This population is selected by school staff members who notice that these children are struggling and need assistance so they can achieve their full potential. Our incoming applications show 138 families who have been identified as such, and we estimate a similar number during the next fiscal year. GCH approximates this according to our history of serving the Buena Park community across the past 17 years. We will reach this population through our relationships with local schools. They refer families to us each year and sign them up through our application process.
Generally, more than 90% of this population is Latino/a. According to our intake surveys this year, 75% of these families have felt high stress thinking they would run out of food some or all of the time. Nearly all of these families are low income (96%), 34% do not have a high school degree, and 57% are unstably housed.
These factors leave children stuck in the cycle of need. Our food support gives them a foundation they can build upon, improving their educational outcomes, long term health, and providing stability.
Application Page 2
0ygBBd()B $B(i,; Communlt} &ECOnomlc DeVelopment Deparlnnenl ProgramName: We'veGolYourBack 3 NATIONAL OBJECTIVES
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Describe in detail how the activity meets at least one of the three CDBG Program national objectives.
Select one then explain in the space below:
2 Benefit low- and moderate-income persons in Buena Park; [:l Aid in the prevention or elimination of slums or blight in Buena Park; € Meet a need having a particular urgency in Buena Park.
GCH's We've Got Your Back program meets the "Benefit low- and moderate-income persons in Buena Park" objective. Every single person we serve falls into low-and-moderate income thresholds according to self-verified intake surveys. Our program gives these families breathing room, stability, and nourishment so they can work to break the cycle of need.
4 BUDGET
[24 CFR 570.502-570.504, 570.506, 570.507, 570.6"l0; 24 CFR Parts 84 or 85, and OMB Circular A-87, A-122, Treasury Circular No. 1075] Provide the total administrative and/or operational costs for the proposed activity. Cost Category may include: staff salaries and benefits, rent/lease, supplies, utilities, etc.
Cost Category
CDBG Funding
Request
Other Funding
Sources
Total Cost
Personnel $ 0 $ 351,000 $ 351,000
Professional Fees $ 0 $ 26,520 $ 26,520
Equipment & Warehouse expenses
$ o $ 18,720 $ 18,720
Occupancy expenses
$ 0 $ 48,360 $ 48,360
Shipping/Delivery expenses
$ 0 $ 29,640 $ 29,640
Office expenses
$ 0 $ 32,760 $ 32,760
Insurance expenses
$ 0 $ 24,000 $ 24,000
Food expenses
$ 25,000 $ 10,000 $ 35,000
$ $ $
$ $ $
Total $ 25,000 $ 541,000 $ 566,000
Application Page 3
Organization Nam e, Community&EconOmiCDevelopmemDepatttnent ProgramName: We'veGotYourBack 5 ELIGIBILITY DOCUMENT ATION
Describe the form of documentation that is collected to demonstrate that at least 70% of persons served are low- and moderate-income, as required by HUD, and a minimum of 20% are Buena Park residents.
Each person receiving a backpack fills out an application where they verify their information including their income and address. This is self-verified and each person signs to attest the information is true. The application is typically filled out in the presence of a school staff member. 6 OUTCOME PERFORMANCE MEASUREMENT SYSTEM
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Please indicate the activity's and that will be used to measure and track the activity's performance. Refer to the definitions on Page 6 of the RFP.
A. Select one :
[/ Suitable Living Environment
€ Decent Affordable Housing
€ Economic Opportunities
B. Select one :
E) Availability/Accessibility
[:l Affordability
€ Sustainability
Application Page 4
a .... . iiia*i lnord.erto,su.b.mitt5is_form,youshouldopenit.xwith,Adobe.AcrobatReaaer.
We've Got Your Back (WGYB) Family Application
Please review the following requirements before submitting an application:
* One application per family - not per individual student. * Eligiblechildren-Onlylistchildrenbetween0-17yearsold.(18-year-oldsareallowediftheyare still in high school. College students are not eligible.) @ Program description - The Backpack Program provides non-perishable food items, primarily canned goods. Please ensure families understand this and are willing to consume canned foods.
Email *
[email protected]
Name of Sdioc! nvpivabiiLalivv winpleting this form. *
II I
First Name Last Name
Is the family re>ming Medi-Cal, CalFresh or WIC? *
OYes
g No
Rarkpark or Friday Distribution
We've Got Your Back Pmgram Family Options
Giving Children Hope provides weekly nutrition support to families through two options:
1. Backpack Delivery
* We are currently securing food to launch our backpack delivery program. * A start date has not yet been set, but we are working diligently to begin as soon as possible. * If you select this option, you will be notified when backpack deliveries are ready to launch.
2. Friday Drive-Thru Distribution - Important Requirements * FamiliesmaypickupfoodeveryFriday,9:30am-11:30amatourBuenaParkwarehouse(by vehicle or on foot). We will send out a flyer with details. * You will receive weekly fresh produce, dairy, and protein items. * By selecting this option, you agree to:
Participate in required classes and surveys (to be scheduled).
Drive safely and obey all on-site traffic instructions and staff directions while waitino or enterina the distribution area.
Keep your vehicle trunk clear of hazardous items and excessive clutter.
Maintain regular weekly attendance.
Complete and return all surveys or paperwork in a timely manner.
Note: If any of these expectations are violated or not met consistently, your family may be reassigned to the Backpack Delivery option for the duration of the program. This option allows families to begin receiving food support immediately.
Were you enrolled in the WGYB program last sdiool year? * OYes
g No
Would you like to have your food delivered to your school in a backpad< or would you like to participate in Friday Distribution') *
0 Backpack at school
0 Friday Distribution
Parent BackpackAgreement
P*ilibipaliuu in lhe We'Ve GOtY(XJr BaCk nutRion program requires 70u tO COntribute volunteer hours and/or participaUon in parent enrichment classes being offered. This will be determined by your school representative. *
01 agree
Youagreetocompleteanypaperworkorsunreysthataresentouttoyou. * 01 agree
You agree to pidcupyour backpadt on a weekly basis unless otherwise 8tElted byyoursdiool l'*plvJAulaUv*. *
01 agree
You agree to return the backpack to the school every week. If fie backpack is not returned then you run the risk your delivery being interrupted. *
01 agree
Friday Distribution ParentAgreement
You agree to participate in at least one series of classes fiat will be offered. You will be given more details after. *
01 agree
You agree to have a trunk dear of diemicals and dutter. * 01 agree
You agree to have regular weekly attendance. *
g I agree
You agree to return any surveys or papenuorkthat is given to you. * 01 agree
You agree to follow the driving laws while you wattto enter our driveway. If we receive complaints aboutyour driving and lack of respectfor others, you will be removed from Friday Distribution and be switched to a backpack. *
01 agree
Food Access Survey
Always Sometimes Rarely Never
Haveyoufelthighstresslevelsthinkingyouwouldrunoutoffood? 0 0 0 0 Wereyouabletoacquirefruitsandvegetablesforyourfamily? 0 0 0 0 Have you everworried aboirt where the next day's food would come 0 fmm?
000
Was there a time when you couldm give your children a balanced 0000
meal?
Wasthereatimewhenyourhouseholdranoutoffood? 0 0 0 0
Home Address
Where are you and your family currently staying? *
0 Rent/Own my own home or apartment
0Temporarily with another family because we cannot afford or find affordable housing (doubled up) OWithanadult thatisnotaparent orlegal guardian oralonewithout anadult(doubled up/ unaccompanied minor) g In a hotel/motel
01n a vehicle of any kind, a campground, abandoned building, or substandard housing (unsheltered) 0 In an emergerncy/transitional shelter (sheltered)
0 A park or on the street.
g Other
Address *
Street Address
Street Address Line 2
I I I
City State / Province
Postal / Zip Code
Phone Number *
Please enter a valid phone number.
Cell Phone Number
Pleaseenter a valid phone number.
Maywe textyou aboutevents, updates or news? *
OYes
g No
Parent Email *
[email protected]
Do you own a vehicle and can drme to pick up food? *
OYes
0 No
CHILD #1
IMPORTANT REMINDER:The first student listed MUST BE the student that is at your school site. This students name will be used for all communication.
Please seledyour school.' Please note- this is to be the studentthat is responsible for the backpack atthe appropriate sdiool. *
Ple.ase Select
Child #1 (Student must be at above selected school site) * ffl
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
g10th
g 11th
g12th
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
l Iffl
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska Native American
g Asian
g Black/African American
g Native Hawaiian/Pacific Islander
g White
Ethnicity *
0 Hispanic
0 Non Hispanic
Is this child disabled? If yes, whattype of disability? * Do you have more diildren? *
OYes
g No
CHILD #2
Child #2 *
I
First Name List Name
Grade Level *
g Pre School
OTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
g10th
g11th
g12th
0 Not in School (newborn to toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
El XI Iffi
Month Day Year
Age *
Ra> *
g American Indian/Alaska Native American
0 Asian
g Black/African American
0 Native Hawaiian/Pacific Islander
g White
Ethnicity *
0 Hispanic
0 Non Hispanic
Is fiis child disabled? If yes, whattype of disability? * Doyou have more diildren? *
OYes
g No
CHILD #3
Child #3 *
I I
Firs Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g1st
g 2nd
g3rd
g 4th
g 5th
g 6th
g 7th
g 8th
g 9th
g 1 0th
g11th
gl2th
0 Not in School (newbornto toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
[1 ffl IIffl
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska NativeAmerican
gAsian
g Black/African American
g Native Hawaiian/Pacific Islander
g White
Ethnicity *
0 Hispanic
0 Non Hispanic
Is this diild disabled? If yes, whattype of disability? * Do you have more diildren? *
gYes
g No
CHILD #4
Child #4 *
I I
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g 7th
g8th
g 9th
g10th
g11th
g12th
0 Not in School (newbornto toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
[H ffl
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska Native American
g Asian
g Black/African American
g Native Hawaiian/Pacific Islander
gWhite
Efinicity *
0 Hispanic
0 Non Hispanic
Isthis diild disabled? If yes, whattype of disability? * Doyou have more diildren? *
OYes
g No
CHILD #5
Child #5 *
II II
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
glOth
g11th
g12th
0 Not in School (newborn to toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birdi *
ffll liIIH
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska Native American
g Asian
0 Black/African American
g Native Hawaiian/Pacific Islander
g White
EthnicRy *
0 Hispanic
0 Non Hispanic
Is this child disabled? If yes, whattype of disability? * Do you have more children? *
OYes
g No
CHILD#6
Child #6 *
II II
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g 1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
g10th
gl1th
gl2th
0 Not in School (newborn to toddler)
Gender *
g Male
g Female
g Decline to sta'ie
g Other
Date af Birth *
II II II
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska Native American
gAsian
g Black/African American
g Native Hawaiian/Pacific Islander
g White
Ethnicity *
0 Hispanic
0 Non Hispanic
Is this child disabled? If yes, whattype of disability? * Doyou have more children? *
OYes
g No
CHILD #7
Child #7 *
I III
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
gist
g 2nd
g3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
glOth
gl1th
g12th
0 Not in School (newbornto toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
'Iffl
Month Day Year
Age *
Raz *
OAmerican Indian/Alaska Native American
g Asian
g Black/African American
g Native Hawaiian/Pacific Islander
gWhite
Efinicity *
0 Hispanic
0 Non Hispanic
Is this child disabled? If yes, whattype of disability? * Do you have more children? *
gYes
0 No
CHILD#8
Child #8 *
I II I
First Name Last Name
Grade Level *
g Pre School
OTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
g10th
g1lth
g12th
0 Not in School (newborn to toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
[IIII l I
l
I
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska Native American
gAsian
g Black/African American
g Native Hawaiian/Pacific Islander
g White
Ethnicity *
0 Hispanic
0 Non Hispanic
Is this diild disabled? If yes, whattype of disability? * Do you have more diildren? *
OYes
g No
CHILD #9
Child #9 *
II I
I
I
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g 6th
g7th
g 8th
g 9th
g10th
g11th
g12th
0 Not in School (newbornto toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
ffl IIffl
Month Day Year
Age *
Raoe *
gAmerican Indian/Alaska Native American
gAsian
g Black/African American
g Native Hawaiian/Pacific Islander
gWhite
Ethnicity *
0 Hispanic
0 Non Hispanic
Is this child disabled? If yes, whattype of disability? * Do you have more diildren? *
gYes
g No
CHILD#10
Child 10 *
First Name Last Name
Grade Level *
g Pre School
gTransitional Kinder
0 Kindergarten
g1st
g 2nd
g 3rd
g 4th
g 5th
g6th
g7th
g 8th
g9th
glOth
gllth
gl2th
0 Not in School (newborn to toddler)
Gender *
g Male
g Female
g Decline to state
g Other
Date of Birth *
[i I ffl
Month Day Year
Age *
Ra> *
g American Indian/Alaska Native American
g Asian
g Black/African American
g Native Hawaiian/Pacific Islander
g White
Ethnicity *
0 Hispanic
0 Non Hispanic
Isthis child disabled? Ifyes, whattype of disability? * Parent/Guardian #1
Parent/Guardian 1 Relationship to Children *
g Mother
g Father
0 Stepmother
0 Stepfather
0 Guardian
0 Foster
Parent/ Guardian #1 Name *
II I I
First Name Last Name
Date of Birth *
El 'lffl
Month Day Year
Are you the head of household? *
OYes
g No
What is your highest level of education? *
0 Elementary School
0Junior High/ Middle School
0 High School
0 Some College
g Trade School
0 College Graduate
Please read this question carefully: What is your gross monthly inwme? * Are you a veteran? *
OYes
g No
Do you have a work permit? *
OYes
g No
Are you disabled? *
OYes
0 No
Is Uiere another parent/ guardian living with the student/s? * gYes
g No
Parent/Guardian #2
Parent/Guardian 2 Relationship to Children *
g Mother
g Father
0 Stepmother
0 Stepfather
g Guardian
g Foster
Parent/ Guardian #2 Name *
I I I
First Name Last Name
Date of Birth *
El Iffi
Month Day Year
Are you the head of household? *
OYes
g No
What is your highest level of education? *
0 Elementary School
0Junior High/ Middle School
0 High School
g Some College
g Trade School
0 College Graduate
Please read this question carefully: What is your gross monthly inoome? * Are you a veteran? *
gYes
g No
Do you have a work permit? *
gYes
g No
Are you disabled? *
OYes
0 No
Income
Please be as accurate as possible. Only check one option.
How many people are in your immediate family and how mudi is your grossYEARLY inoome? 919,720 919,721tO 024,861tO 930,001tO 935,141tO e40,281tO 645,421 andunder 924,860 930,000 935,140 940,280 !945,420 andover 2 family
members
o o o o o o o
3 family
members
o o o o o o o
4 family
members
o o o o o o o
5 family
memmrs
o o o o o o o
6 family
memmrs
o o o o o o o
7 family
members
o o o o o o o
8 or more
family
members
o o o o o o o
Goal Setting
With the nutrttional supportthatyou will be re>iving from our program whatfinancial goals do you hope to aooomplish for this year? *
Additional Services
What additional servioes are you currently re>iving? Select all that apply. * € CalOptima
[:) Cash Aid
€ Child Support
€ Disability/SSI
€ Food Stamps/Cal Fresh
€ Medi-Cal
€ WIC
€ None
Signature
I hereby attest that all information provided is, to the best of my knowledge accurate and given in all honesty. Any falsified information is subject to immediate removal from Giving Children Hope's, We've Got Your Back program. As a participant of Giving Children Hope's (GCHope) We've Got Your Back: Weekend Nutrition Club, I consent and allow Giving Children Hope permission to be featured in publications or marketing material that are pertinent to the We've Got Your Back: Weekend Nutrition Club.
Por la presente doy fe de que toda la informaci6n proporcionada es, a mi leal saber y entender, precisa y proporcionada con toda honestidad. Cualquier informaci6n falsificada esta sujeta a eliminaci6n inmediata del programa We've Got Your Back de Giving Children Hope. Como participante de Giving Children Hope (GCHope) del club de nutricion, doy mi consentimiento y doy permiso a Giving Children Hope para aparecer en publicaciones o material de marketing que sean pertinentes para We've Got Your Back: Weekend Club de Nutrici6n.
€ By checking here I agree with the above statement.
Parent Name
It I
First Name Last Name
gamma
BIDDER SAM REGISTRATION
Pursuant to 2 CFR Section 5.1004 and the requirement of the u.s. Department of Housing and Llrban Development (HUD), contractors procured directly by grantees, sub-grantees, and/or sub-recipients of HUD funds, including CDBG are required to have an active registration in the System of Award Management (SAM). This document shall be completed and submitted as part of the proposal.
1. By submitting this proposal, the prospective sub-recipient certifies that it has an active registration is SAM that is not set to expire within the next 90 days.
2. By submitting this proposal, the prospective sub-recipient certifies neither it, its principals nor affiliates, is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.
3. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that an erroneous certification was rendered, in addition to other remedies available to the Federal Government, the Department or agency with which this transaction originated may pursue available remedies.
4. Further, the prospective sub-recipient shall provide immediate written notice to the person to which this proposal is submitted if at any time the Participant learns that this certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
5. By submitting this proposal, it is agreed that should the proposed covered transaction be entered into, the prospective sub-recipient will not knowingly enter into any lower-tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction unless authorized by the agency with which this transaction originated.
6. It is further agreed that by submitting this proposal, the prospective sub-recipient will include Certification of Subcontractor Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion withoutmodification, in all lower-tier covered transactions and in all solicitations for lower-tier covered transactions.
Provide the following information as detailed in the prospective bidder's SAM registration:
Entity Name: Giving Children Hope
Address: 8332 Commonwealth Ave
City: Buena Park
Unique Entity ID (UEI): ZEEXFTQCGH19
ActiveExclusions(SelectOne):0Yes EINO
State: CA Zip: 90621
Expiration Date: 12/15/26
Attachment 4
CERTIFICATION REGARDING DEBARMENT, SUSPENSION,
mET.TGTPnITYANDVOLUNTARYEXCLUSION LOWERTIERCOVEREDTRANSACTIONS This certification is requirea -by the regulations impiementing Executive U-raers 12549 ana 12689,1)- ebarment ana Suspension, and 2 CFR Part 200, Participants' responsibilities. (BEFORE COMPLETING CERTIFICATION, READ INSTRUCTIONS BELOF) (1) The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its piciples are presently debarred, suspended, proposed for debamient, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. (2) Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
Organization Name: Giving Children Hope
AddreSS: 8332 Commonwealth Ave.
Jacob Wilson
Name and Title of Authomed Representative
12/1 5/25
Date
1. By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below.
2. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment.
3. The prospective lower tier participant shall provide immediate written notice to the person to wich this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
4. The terms "covered transaction", "debarred", "suspended", "ineligible", "lower tier covered transaction", "participant", "person", "pary covered transaction", "principal", "proposal", and "voluntarily excluded", as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Orders 12549 and 12689.
5. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated.
6. The prospective lower tier participant further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debatment, Suspension, Ineligibility and Voluntary Exclusion-Lower Tier Covered Transactions", without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions.
7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may check the System for Award Management (SAM).
8. Nothing contained in the foregoing shall be constmed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.
9. Except for transactions authorized under paragraph 5 of these instnuctions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debamient.
Attachment 5
3f,% Department ofth!Treasury
y,4,Hp mternaisevenueservice
%4ml' Tax Exempt and Government Entities
I'RSPCOincBinonxa2ti,5o08H 45201
GIVINO CaDREN HOPE
8332 COMMONWEALTH AVE
BUENA PARK, CA 90621
Dear Sir or Madain:
Date:
May 17, 2024
Employer 10 numbar:
95-3464287
Form 990 required:
Yes
Person to contact:
Name: Ms. Zwick
ID number: 0195586
We're responding to your request dated Marcli 06, 2024, about your tax-exempt status.
We issued you a detemination letter in July 1982, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c)(3).
We also show you're not a private foundation as defined under IRC Section 509(a) becarise you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(vi).
Under IRC Section 170, donors may be eligible to deduct contributions they make to you exclusively for the charitable purposes specified in Section 501(c)(3). lf you solicit contributions or gifts for noi'i-501(c)(3) purposes, you must include a statement indicating tliat these payments aren't deductible as cl'iaritable contributions for federal income tax purposes.
In the heading, we indicated whether you must file an annual information return. If you're required to file a retum, you must file one of the following by tlie 15th day of the 5th month after tlie end of your annual accounting period.
* Forin 990, Rehu'n of Organization Exempt From Income Tax * Form 990-EZ, Short Form Retum of Organization Exempt From Income Tax * Form 990-N, Electronic Notice (e-Postcard) for Tax-Exempt Organizations Not Required to File Form 9COor Fonn 990EZ
* Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Section 6033(j), if you don't file a required annual infonnation return or notice for 3 You can get IRS forms or publicatioi'is you tieed from our website at www.irs.gov/forms-pubs or by calling 800-T AX-FORM (800-829-3676).
If you have questions, call 877-829-5500 between 8 a.m. and 5 p.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific time).
Thank you for your cooperation.
Sincerely,
Stephen A. Martin
Director, Exempt Organizations
Ru]ings and Agreements
Letter 4168 (Rev. 9-2020)
Ca(alog Number 66666G
JT!4
GCH
Giving Children Hope
Board Members 2024
BOARD TITLE
COMMITTEE:
Chairman
Executive Committee
Finance Committee
NAME:
Victor Perrin
President or Lee and
Perrin Real Estate, Inc.
EMAIL:
Perrinv64(a)gmaiL,com
James WiLcox
President of Raymond Handling Solutions
Director
Exeicutive Committee
JWilcox(a)raymondhs.nef
Heather Huarte
CEO and Owner of Arizona Tile
Director
Development Committee
Hshuarte(a)gmail.com
Carlos Franco
Buena Park Councilman
Director
NextGen Committee
be.culture,fluent(a)gmaiL,com
Carolyn Corbin
Corp VP of Human Resources for
Raymond Handling Solutions
Director
Governance Committee
Carolyn.corbin(a)raymondwest.com
Mike Nanda
Vice President of Global
Operations at Amway
Director
NextGen Committee
Mike.nanda(a)amway.com
JoLynn Mahoney
Insurance Agent/Producer at
Huggins Dreckman Insurance
Director Jolynn(a)eLetters.com
(Chair) Development Committee
Ron Hodges
Business Trial Lawyer at
Goe Forsyth & Hodges, LLP
Director RHod[es(a)@oeforlaw.com
(Chair)Governance Committee
Erik Leggio
Land LJse Associate at
Rutan & Tucker, LLP
Colin Tait
Senior Associate at
7ait & Associate, Inc.
Toni TartameLla
Lending Advisor at Chase Home
GabrielLa Paladino
Board Secretary
Finance Committee
NextGen Committee
Director
NextGen Committee
Director
Director
ELeggio(a)rutan.com
CoLintait(a)tait.com
Tonitartamella(a)gmail.com
Gpaladino(a)mcgriff.com
Employee Benefit Consultant NextGen Committee
December 2025
Giving Children Hope
Staff Organizational Chart
Board of Directors/Chairman of
the Board
Victor Perrin
Chief Executive Officer
Pete Bowen
; Programs Team
tnEhaPerez
Noel Nichols
Parent Education
Coordinator
Lorena Camao
Logistics Coordinator
Rosa Rueda
Partner
Coordinator
Lois Kim
o Program Coordinator
I
, Advancement Team
Chelsea Bergfeld
Director of Advancement
Jacob Wilson
Grants & Systems Manager
Lindsey Parodi
Advancement Manager
Hailee Keyfes
Marketing Coordinator
Georgette Usi
Volunteer Coordinator
I
Operations Team ,
I
Admin Team
Julie Stevenson
Office Manager
Al Magana
Warehouse Associate
George Fisher
Warehouse Associate
Programs Team strategizes, administers, executes, and evaluates the We've Got Your Back program.
Operations Team provides operational assistance to the We've Got Your Back program including accepting, stomg, and delivering inventory.
CITY OF BUENA PARK
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FY 2026-2027 CDBG FUNDING APPLICATION
ZONING/LAND USE APPROV AL
This form shall only be used in City determination of eligibility for CDBG Grants and shall not constitute separate review for any other purpose.
Givinq Children Hope
Name of organization
8332 Commonwealth Ave Buena Park, CA 90621
Address of organization
Jacob Wilson, Grants & Systems Manager
Applicant name and title
714-686-3785/[email protected]
Phone Number/Email
Describe business operation, including services provided and activities performed in sufficient detail to allow determination of eligibility to operate at property (use a separate page for additional information)
Givinq Children Hope is a nonprofit (501 c3) that hosts food distributions, parent/youth leadership classes, and basic needs distributions to food insecure, LMI, and unstably housed children and families. We receive, store, and distribute items from the address provided above.
A
Ap4cant's Signature
12/1 5/25
Date
To be completed by the City of Buena Park Planninq Department Use dassification
Zoning
g Permitted Use
0 Conditional Use Permit Required
Comments:
Signature of Planning Department Representative Date
Attachment 6
City of Buena Park
2026-2027 Community Development Block Grant (CDBG)
Funding Proposal Summary Sheet
Organization Name: Harm Reduction Circle
Program Name: Harm Reduction Health Stabilization Program Estimated Goal: 203 Individuals
Funding Request: $22,750
Organization Purpose:
Harm Reduction Circle is a non-profit organization based in Irvine that provides homeless outreach services to individuals in need. Their services include outreach in high-risk areas, overdose risk assessments, individualized safety planning, linkage to medical treatments, assistance with applying for federal and state benefits, and other stabilization services.
Description of Request:
Harm Reduction Circle is requesting CDBG funds to cover over 50% of their program costs including salaries, outreach supplies, communications, local travel, and insurance fees.
Analysis of Request:
The services proposed by Harm Reduction Circle are similar to those already provided by the City’s Homeless Outreach Program. While partnerships with non-profit agencies remain an important component of the City’s CDBG program, funding an in-house service provider ensures fiscal responsibility, minimizes the risk of a duplication of benefits, and maintains direct oversight of outreach strategies and service quality. In evaluating program options, the City also considered organizational familiarity and performance. The City has no prior contractual experience with Harm Reduction Circle and cannot ensure they will meet HUD’s reporting and compliance requirements.
While the proposed program is generally eligible for CDBG funding, the City does not recommend changing from the City’s Homeless Outreach Program to an outside provider.
Funding Recommendation:
Staff does not recommend funding for this activity.
City of Buena Park
FY 2026-2027 Community Development Block Grant (CDBG) Program Application Checklist
Please complete, siqn, and include this checklist with your application Required For All Applicants:
[XI Completed FY 2026-2027 CDBG Grant Application
[XI Copy of current client intake form for proposed activity € N/A (only if activity is LMA)
[XI Signed Acknowledgement Regarding Bidder SAM Registration form (Attachment 4) [XI Signed Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions form (Attachment 5)
Required For NonprofiUOutside Orqanizations:
[XI Proof of active nonprofit status (IRS determination letter) [XI List of Board of Directors (board member names and titles) [XI Copy of current organizational chart
€ Copy of current lease (if CDBG funding request involves rental expenses) [XI Completed Zoning/Land Use Approval Form (Attachment 6), if located in the City of Buena Park Organization/City Department Name: Harm Reduction Circle 8p5yjdBd BY: AnnastasiaR.Beal,ExecutiveDirector
(Print Name, Title)
/(
(Sign)
/ 12/06/2025
(Date)
Attachment 2
.=%i' I
CITY OF BuENA PARK
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FY 2026-2027 (July 1, 2026 - June 30, 2027)
CDBG FUNDING APPLICATION
DUE BY DECEMBER 18, 2025 AT 5:00 PM
Organization/City Department Name Harm Reduction Circle Activity/Program Name Harm Reduction Health Stabilization Program - Buena Park Address Pa Box 5564, Irvine, CA 92616
Contact Person/T itle Annastasia R. Beal, Executive Director Email Address [email protected]
Phone Number (949) 659-8180
Activity Type (select one) fJ Public Service Activity € Other CDBG Eligible Activity Organization Type (select one)
€ City Department
in Nonprofit 501 (c) (3) organization
[1 0ther (i.e. public agency)
Amount of CDBG Funds Requested $22,750.00
4. Estimated unduplicated individuals or households to be served by proposed activity during FY 2026-2027 (including all persons regardless of residence):
Estimated Goal: 225 [m Individuals € Households
2. Estimated unduplicated individuals or households to be served by proposed activity during FY 2026-2027 (induding ONLY Buena Park residents):
Estimated Goal: 203 [Z Individuals € Households
Icertify under penalty of perjury that the information provided in this CDBG funding application is true to the best of my knowledge.
(Signature of authorized representative)
Annastasia R. Beal, Executive Director
(Print name and title of authorized representative)
12/05/2025
Date
Organization Name: HarmRedu'on C1rcle Program Name.: HarmReductionHealthStabilizationProgram- BuenaPark Please answer each of the following questions. If any questions are left unanswered, your application will not be considered. You may attach additional sheets and/or supporting materials as needed. 1 ACTMTY DESCRIPTION
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Describe the proposed activity, including services to be provided and goals to be accomplished. a) l/Vhy is there a need for this activity in the City of Buena Park? b) Identify the location of the activity and the service area boundaries. c) Describe specifically the intended use of the CDBG funds.
See attachment titled "ACTMTY DESCRIPTION"
/
2 TARGET POPULATION
[24 CFR 570.200(a), 570.20al-570.208, 570.503]
Describe the target population/demographic for this activity and the number of estimated unduplicated Buena Park residents to be served from July 1, 2026 through June 30, 2027. a) How was the estimated number of clients determined?
b) How will you reach your target population?
c) Explain why this activity is needed for this target population. a) 2024 PITdata (379 homeless in BP; 193 sheltered; -40 motel residents nightly; -70-100 annually), HOT reports (350-450 monthly contacts), HRC and Fentanyl Solution (FS) outreach volumes, Typical churn in Navigation Center -> motel -q street cycle, & These support the estimate of 225 total individuals served, including 203 Buena Park residents. b) Direct motel outreach, Coordination with HOT, Navigation Center referrals, Encampment rounds in Coyote Creek and parks, Evening/weekend coverage, Business corridor referrals, & Direct follow-up with individuals FS reaches but who require ongoing stabilization. c) High-risk LMI residents in Buena Park face: Elevated overdose risk, Barriers to accessing shelter, benefits, BH/SUD care, After-hours instability during times when FS and HOT are inactive, Frequent motel eviction cycles, & Lack of specialized peer-led stabilization. This program provides stabilization, health support, navigation, and continuity of care that do not currently exist in the City's funded service structure.
Application Page 2
Organization Namea Ha'm Reduc"onC'rc'e py()g(3('H %Hl7H=yaHarmReductionHealthStabilizationProgram- BuenaPark 3 NATIONAL OBJECTIVES
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Describe in detail how the activity meets at least one of the three CDBG Program national objectives.
Select one then explain in the space below:
[I Benefit low- and moderate-income persons in Buena Park; € Aid in the prevention or elimination of slums or blight in Buena Park; € Meet a need having a particular urgency in Buena Park.
The program serves individuals who are categorically LMI, unhoused, or housing-unstable in motels. All LMI documentation requirements will be met, and all participants will be recorded according to CDBG standards. The activity supports a Suitable Living Environment by improving health, safety, and accessibility to essential services.
At least 70% of all persons served will be low- and moderate-income, and Harm Reduction Circle will document this through HUD-approved intake procedures.
Additionally, the activity directly improves access to essential health, behavioral health, and navigation services for LMI individuals who are not effectively reached by existing programs. By providing stabilization, harm reduction education, linkage to the Navigation Center and HOT, and benefits navigation, the program enhances availability and accessibility of critical services and reduces health and safety disparities affecting LMI residents. 4 BUDGET
[24 CFR 570.502-570.504, 570.506, 570.507, 570.6"lO; 24 CFR Parts 84 or 85, and OMB Circular A-87, A-122, Treasury Circular No. 1075] Provide the total administrative and/or operational costs for the proposed activity. Cost Category may include: staff salaries and benefits, renUlease, supplies, utilities, etc. ff
,,,
* ,
*..! 7%;% . - ' - bMa l! I.t & llVANl 'XWxNlgW%% i'( an;la !?% ffiRilmf u
' 'J- - . '- '- - -" - - " M Y 8% ffl f} attem ".!ffffiJmH!) 9! m )! E m M H! a f 14L:li a )A W l* ;"+I&M). K M [Wllket'l @(7 W Ra a C42 !ml!a! m &: KaNK@a '. i 'F4 'l(+"' 4K":aaGu<i
Peer Navigator Salaries $12,000.00 $ s,ooo.oo $:_o,ooo.oo Program Coordinator (PT) $ 5,000.00 $ 5,500.00 $10,500.00 Outreach Supplies $2,500.00 $1,500.00 $4,000.00
Communications/Data $ 700.00 $300.00 $i,ooo.oo
Local Travel $ soo.oo $450.00 $1,250.00
Insurance/Admin $ 1,750.00 $1,750.00 $3,500.00
$ $ $
$ $ $
$ $ $
$ $ $
Total $22,750.00 $17,500.00 $40,250.00
Application Page 3
Organization Name: Harm ReductionCircle Program Naine'. HarmReductionHealthStabilizationProgram- BuenaPark 5 ELIGIBILITY DOCUMENT ATION
Describe the form of documentation that is collected to demonstrate that at least 70% of persons served are low- and moderate-income, as required by HUD, and a minimum of 20% are Buena Park residents.
Harm Reduction Circle will document eligibility using HUD- Performance Indicators:
compliant Low/Moderate Income (LMI) Limited Clientele - 225 unduplicated individuals procedures. Because the program primarily serves served individuals experiencing homelessness or at imminent risk - 203 Buena Park residents of homelessness, most participants qualify under HUD's documented Presumed Benefit category (24 CFR 570.208(a)(2)), which - 150 overdose-prevention plans automatically meets the 70% LMI requirement. completed
To document eligibility, HRC will collect the following: - 80 successful linkages to HOT,
1. HUD-Approved Intake Documentation Client Intake & Navigation Center, BH/SUD Service Record Form capturing: Full name or unique services identifier, Date of service, Self-reported residence (Buena - 60 benefits applications Park or other city), Demographic information (race, completed ethnicity, age, gender), Presumed Benefit or income - 50 stabilized clients receiving status, & Service(s) provided and outcomes. follow-up contacts 6 OUTCOME PERFORMANCE MEASUREMENT SYSTEM
[24 CFR 570.200(a), 570.201-570.208, 570.503]
Please indicate the activity's and p that will be used to measure and track the activity's performance. Refer to the definitions on Page 6 of the RFP.
A. Select one :
[K Suitable Living Environment
[J Decent Affordable Housing
€ Economic Opportunities
B. Select one :
[K Availability/Accessibility
€ Affordability
€ Sustainability
Application Page 4
;iq%<.%
ACKNOWLEDGEMENT REGARDING
BIDDER SAM REGISTRATION
Pursuant to 2 CFR Section 5.1004 and the requirement of the u.s. Department of Housing and Urban Development (HUD), contractors procured directly by grantees, sub-grantees, and/or sub-recipients of HUD funds, including CDBG are required to have an active registration in the System of Award Management (SAM). This document shall be completed and submitted as part of the proposal.
1. By submitting this proposal, the prospective sub-recipient certifies that it has an active registration is SAM that is not set to expire within the next 90 days.
2. By submitting this proposal, the prospective sub-recipient certifies neither it, its principals nor affiliates, is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.
3. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that an erroneous certification was rendered, in addition to other remedies available to the Federal Government, the Department or agency with which this transaction originated may pursue available remedies.
4. Further, the prospective sub-recipient shall provide immediate written notice to the person to which this proposal is submitted if at any time the Participant leams that this certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
5. By submitting this proposal, it is agreed that should the proposed covered transaction be entered into, the prospective sub-recipient will not knowingly enter into any lower-tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction unless authorized by the agency with which this transaction originated.
6. It is further agreed that by submitting this proposal, the prospective sub-recipient will include Certification of Subcontractor Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion withoutmodification, in all lower-tier covered transactions and in all solicitations for lower-tier covered transactions.
Provide the following information as detailed in the prospective bidder's SAM registration:
Entity Name: Harm Reduction Circle
AddreSS: Pa Box 5564
(,jjy; Irvine
Unique Entity ID (UEI):ci,.izupsuxxr
Active Exdusions (Select One): gYes (XINO
State: CA 2jp; 92616
Expiration Date:August 14, 2026
Attachment 4
CERTIFICATION REGARDING DEBARMENT, SUSPH,NSION,
INELIGIBILITY AND VOLUNTARY EXCLUSION LOWER TIER COVERED TRANSACTIONS This certification is required by the regulations implementing Executive Orders 12549 and 12689, Debarment and Suspension, and 2 CFR Part 200, Participants' responsibilities. (B'EF'ORECOA4PiEi"INGCE:ITIFICATIC)N,- READINSTRUCTIONSBELOW) (1) The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principles are presently debarred, suspended, proposed for debaiment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. (2) Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
Organization Name: Harm Reduction Circle
AddreSS: Pa Box 5564, Irvine, CA 92616
Annastasia R. Beal, Executive Director
Name and Tifle of Authorized Representative Signahire
12/08/2025
Date
1. By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below.
2. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certificatiori, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment.
3. The prospective lower tier participant shall provide immediate written notice to the person to which this . proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
4. The terms "covered transaction", "debarred", "suspended", "ineligible", "lower tier covered transaction", "participant", "person", "primary covered transaction", "principal", "proposal", and "voluntarily excluded", as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing ' Executive Orders 12549 and 12689.
5. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated.
6. The prospective lower tier participant further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion-Lower Tier Covered Transactions", without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions.
7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that is not debaired, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may check the System for Award Management (SAM).
8. Nothing contained in the foregoing shall be constnied to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a pnident person in the ordinary course of business dealings.
9. Except for transactions authorized under paragraph 5 of these instnictions, if a paiticipant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the depaitment or agency with which this transaction originated may pursue available remedies, including suspension and/or debamient.
Attachment 5
CITY OF BUENA PARK
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FY 2026-2027 CDBG FUNDING APPLICATION
ZONING/LAND USE APPROVAL
This form shall only be used in City determination of eligibility for CDBG Grants and shall not constitute separate review for any other purpose.
Harm Reduction Circle
Name of organization
Pa Box 5564, Irvine, CA 92616
Address of organization
Annastasia R. Beal, Executive Director
Applicant name and title
(949) 659-8180 / [email protected]
Phone Number/Email
Describe business operation, including services provided and activities performed in sufficient detail to allow determination of eligibility to operate at property (use a separate page for additional information)
Describe business operation, includinq services provided and activities performed in sufficient detail to allow determination of eligibility to operate at property (use a separate page for additional information)
Applicant's Signature
12/09/2025
Date
To be completed by the City of Buena Park Planninq Department lJse classification
Zoning
g Permitted Use
[1 Conditional Use Permit Required
Comments:
Signature of Planning Department Representative Date
Attachment 6
ACTMTY DESCRIPTION
a) Describe the proposed activity.
The Harm Reduction Navigation & Health Stabilization Program delivers peer-led harm reduction outreach, overdose prevention, motel stabilization, and housing/benefits navigation for low- and moderate-income Buena Park residents experiencing homelessness, housing instability, or behavioral health challenges.
The program bridges existing gaps between:
* The City's Homeless Outreach Team (general outreach), * The Navigation Center (shelter services), and
* The FentanylSolution.org opioid settlement contract (naloxone/FTS distribution).
Core services include:
@ Outreach in high-risk areas such as Beach Blvd motels, parks, and Coyote Creek * Overdose risk assessment, safer-use counseling, and individualized safety planning
@ Linkage to MAT, behavioral health care, SUD treatment, and primary care * Benefits assistance (Medi-Cal, CalFresh, SSI/SSDI, CalWORKs) @ Street-to-shelter coordination with HOT and Navigation Center * Evening/weekend outreach to fill critical affer-hours gaps @ Stabilization for individuals declining or exiting shelter Program Goals:
1. Reduce overdose risk and improve health outcomes among high-risk LMI residents.
2. Increase successful linkages to HOT, Navigation Center, and behavioral health care.
3. Reduce crises and calls-for-service in high-impact areas such as Beach Blvd motels.
4. Strengthen the City's homeless-response system through HUD-compliant data and reporting.
b) Why is there a need for this activity in the City of Buena Park? City documentation (Bright Paths, HOT reports, motel corridor assessments, and Navigation Center data) identifies persistent challenges:
1 of 2
* Concentration of unsheltered and motel-based homelessness along Beach Blvd, parks, and Coyote Creek
* High behavioral health needs and escalating complexity of care * Frequent instability in motel settings with repeated evictions and returns to homelessness
* Individuals who do not engage with enforcement-adjacent outreach - * Ongoing public safety concerns tied to crises in motels and encampments * Minimal integration of overdose-prevention into HOT operations (e.g., only 10 Narcan distributions documented despite 386 contacts in October 2025) * FentanylSolution.org provides supplies but not health stabilization, navigation, follow-up, or after-hours services
Therefore, the City lacks a specialized harm reduction, health stabilization, and motel-based navigation program, and this activity directly fills that gap. c) Identify the location of the activity and the service boundaries.
Services will occur within:
* Beach Blvd motel corridor
* Buena Park parks (Boisseranc, Smith-Murphy, William Peak) * Coyote Creek encampment zones
* Bus/transit corridors
* Areas surrounding the Navigation Center
* 1-6 adjacent encampments
These match City-identified hotspots and Bright Paths priority zones. d) Intended use of CDBG funds.
Funds will support:
* Peer Navigator salaries and benefits
* Program coordination
@ Field supplies (hygiene, PPE)
* Communications and data systems
* Transportation mileage for outreach
* HUD-required documentation and evaluation
CDBG will NOT be used to purchase naloxone or fentanyl test strips, ensuring no duplication with existing opioid-settlement funding.
2 of 2
Tax Exempt and Government Entities
IRS P.0.Box2508
Cincinnati. OH 45201
HARM REDUCTION CIRCLE
8 SANTA LUZIA AISLE
IRVINE, CA 92606
Date:
03/22/2022
Employer 10 number:
87-3878214
Pemon to contact:
Name: Customer Service
ID number::31954
Telephone: (877) 829-5500
Accounting period ending:
December 3"l
Public charity status:
170(b%1)(A)(vi)
Form 990 / 990-EZ/990-N required:
Yes
Effective date of exemption:
February 16, 2022
Contribution deductlblllty:
Yes
Addendum applies:
No
DLN:
26053459007072
Dear Applicant:
Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter.
If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked.
If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter.
For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities.
Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements.
Sincerely,
Stephen A. Martin
Director, Exempt Organizations
Rulings and Agreements
Letter 947 (Rev. 2-2020)
Catalog Number 351 52P
Sunday, Augus[ 31sl, 2025
Harm Reduction Circle l PO Box 5564 Irvine, CA 92616 l 949-659-8180 harmreduciioncircle.ora I @harmrerlur:firincircle I info@harmrerliiclirincircle,ora Non-Profit ID #87-3878214
Executive Director:
Annastasia Rose Beal
annastasia(a,harmreductioncircle.orq
Board Member Since May 2027
Vice President:
Andy Carsh
andypharmreductioncircle.orq
Board Member Srnce June 2021
Secretary:
Trevor Bidstrup
trevor(of)harmreductioncircle,orq
Board Member Since August 2021
Treasurer:
Levi Drinville
[email protected]
Board Mernber Since January 2022
HarmReductionCircle l PO Box5564 Irvine,CA 92616 l 949-659-8180 harmrsrliir;fionr:irr;m.ora I @harmrerliictinncirr;m I infnMarmrediictinncirr;le.ora Non-Profit 10 #87-3878214
HARM REDUCTION CIRCLE - UNIVERSAL
OUTREACH INTAKE FORM
HUO Limped Clientele Documentation + 2-1-1 GstHelpNow-Compatible SECTION 1- CLIENT IDENTIFIER
(Full legal name NOT required for street-based outreach. ) Client Initials / Alias:
First Name:
Last Name:
Phone:
Email:
Date of Contact: / /
Outreach City:
Specific Location (park, corridor, motel, bus stop, encampment):
SECTION 2 - HUD ELIGIBILITY
A. HUD Presumed Benefit Category (24 CFR 570.208(a%2))
(No income verificakin required.)
a Homelesa Individual (unsheltered, sheltered, motel, couch-surfing) CI Battered Spouss
o Abused Child
a Severely Disabled Adult
o Person Living with HIV/AIDS
o Illiterate Person/Limited English
o Migrant Famiworker
If NOT Presumed Benefit:
t:i Low/Moderate-Income Household (self-certification)
o Survivor of human trafficking
o Other eligible special-needs population:
Harm Reduction Circle l PO Box 5564 Irvine, CA 92616 I 949-659-E1180 harmredncfionr;iri';m.org I @harmrerlnctinncircle I info@harmt't"duclioru';itr;Ie.orri Non-Profit 10 #87-3878214
Coordinated Entry Pre-Screen
Do you have a safe place to stay tonight?"
o Yes o No
SECTION 3 - DEMOGRAPHICS (HUD + GetHelpNow Required)
Age Group:
€ under 16 o 16-17 z 18-24 a 25-44 o 45-64 a 65+
Gender:
o Male CI Female o Nonbinary o Transgender o Intersex
0 Declines to state a Other.
Race:
CIAmerican Indian/Alaska Native
a Asian
o Black/African American
ri Native Hawaiian/Pacffic Islander
0 White
o Multi-Race
z Client dedined
Ethnicity:
z Hispanic/Latino z Not Hispanic/Latino O Declined
Prafervd Language:
SECTION 4 - HOUSING / HEALTH / SAFETY INFORMATION
Current Living Situation:
o Llnsheltered - street, park, vehicle, encampment
€ Shelter (Emergency)
o Transitional Housing
a Motel (self-paid or voucher)
o Staying with others/couch-suning
a Permanent housing but unstable/at-risk
o Llnknown
Behavioral Health / !%IO Notes (opttonal):
Hami ReductionCircle l PO Box5564 Irvine,CA 92616 l 949-659-8'l80 harmredur,tioncirr;Ie.or<i I (nharmrediictinnr,irr;Is I info@hsrmrediictir+ncirr';le.orn Non-Profit 10 #87-3878214
SECTION 5 - SERVICES PROVIDED TODAY (Check all that
apply)
Harm Reduction & Health Supports
0 Naloxone distribution
a Fentanyl test strips + education
o Safer-use counseling
o Overdose prevention training
o Wound-care supplies / basic first aid
0 Hygiene kit
z Safer sex supplies (condoms, lube)
rs Hydration / nutrition support
o Heat/cold-relief items
Navigation & Linkage
o GetHelpNow referral submitted
o Documentation support (ID, birkh cert, SS card)
r:i Benefits support (Medi-Cal, CalFresh)
[] Behavioral health/SLID referral (Be Well QC, MAT provider) o HB Navigaton Center referral/warm handoff
o Shelter/Emergency Housing referral
o Street-to-Service Navigation
z Other referral:
Wamihandoffcompleted? oYes aNo
SECTION 6 - NOTES / FOLLOW-UP
(For GetHelpNow narraUve, referral status, safety notes) SECTION 7 - CONSENT & PRIVACY
o Client provided verbal conaent to receive services today. o Client agrees to non-identifying data collection for HOD & city reporting. o Client was informed they may decline services at any time. o Client chooses initials/alias only - no full name required.
Staff Initials:
Date:
City of Buena Park
Fiscal Year (FY) 2026-2027 Community Development Block Grant (CDBG) Budget Matrix FY 2025-2026
Approved
Budget
FY 2026-2027
Sub-Recipient
Requests
CDBG Committee
Recommendation
2/23/2026
City Council
Approved Budget
3/24/2026
Grant Administration (Sub-Total cannot exceed $150,277) Program Administration 134,730 $ 140,000 $ 135,255 $
Fair Housing Foundation 15,530 $ 16,000 $ 15,000 $
Sub-Total 150,260 $ 156,000 $ 150,255 $ - $
Housing Preservation
Residential Rehabilitation Program Administration $ 255,955 239,980 $ 255,955 $ Residential Rehabilitation Loans $ 260,000 244,884 $ 260,000 $ Neighborhood Imp./Code Enforcement 220,390 $ 279,490 $ $ 250,000 Sub-Total 705,254 $ 795,445 $ 765,955 $ - $
Public Services (Sub-Total cannot exceed $112,707)
Graffiti Removal Program $ 24,750 16,700 $ 16,000 $
Senior Transportation Program 26,790 $ 33,690 $ 26,000 $ Homeless Outreach Program 19,410 $ 20,000 $ 19,500 $
Mercy House Living Centers 26,790 $ 30,000 $ 26,000 $
Friendly Center 13,300 $ 87,000 $ 15,000 $
Giving Children Hope - $ 25,000 $ 10,000 $
Harm Reduction Circle - $ 22,750 $ - $
Boys and Girls Club 9,710 $
Sub-Total 112,700 $ 195,440 $ 112,500 $ - $
GRAND TOTAL 968,214 $ 1,146,885 $ 1,028,710 $ - $
DRAFT 2/23/2026
Estimated FY 2026-2027 CDBG Allocation $751,385
Estimated Unprogrammed Funds/Program Income $277,325
TOTAL $1,028,710
Administrative & Planning Cap 20% $150,277
Public Service Cap 15% $112,707
CITY OF BUENA PARK
COMMUNITY DEVELOPMENT BLOCK GRANT COMMITTEE (CDBG)
MINUTES
FEBRUARY 23, 2026
A meeting of the Community Development Block Grant (CDBG) was called to order at 6:00 p.m. in the City Council Chambers of the Civic Center, 6650 Beach Boulevard, Buena Park, California, Chairperson Serrano presiding.
1: GENERAL
1A. CALL TO ORDER
1B. ROLL CALL
Present: Barraza, Garcia, Serrano, Gilanpour (arrived at 6:06 p.m.), and Solorzano
Absent: None
Staff: Matt Foulkes, Director of Community and Economic Development Melissa Dhauw, Senior Management Analyst
Sarabeth Suarez, Housing and CDBG Analyst
Lauren Yoon, Management Analyst
Kesha Griffin, Housing Specialist
1C. PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Chairperson Serrano. 2: COMMUNICATIONS
2A. ORAL COMMUNICATIONS:
Chairperson Serrano announced the public may at this time address the members of the CDBG Committee on any matters within the jurisdiction of the CDBG Committee.
There being no requests to speak, Chairperson Serrano closed oral communications. 3: APPROVAL OF MINUTES:
3A. APPROVAL OF MEETING MINUTES: JANUARY 22, 2026
Motion was made by Committee Member Barraza and seconded by Committee Member Solorzano to approve the minutes of the Community Development Block Grant Committee Meeting of January 22, 2026.
Motion: Barraza
Second: Solorzano
Ayes: Barraza, Garcia, Serrano, Solorzano, Gilanpour
Noes: None
Absent: None
MOTION CARRIED.
4: STAFF REPORTS
4A. OVERVIEW OF FISCAL YEAR 2026-2027 COMMUNITY DEVELOPMENT BLOCK
GRANT (CDBG) PROPOSALS
Sarabeth Suarez, Housing and CDBG Analyst, provided an overview of the proposals and stated that CDBG applicants will each have five minutes to present their funding request for the Committee’s consideration. Ms. Suarez noted that the Buena Park Library District has withdrawn its request for funding.
5: COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING PROPOSALS
5A. COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM ADMINISTRATION Sarabeth Suarez presented the request of $140,000 for staff salaries and benefits, maintenance and operational costs, and contractual services for Community Development Block Grant (CDBG) Program Administration. CDBG Program Administration includes planning and submitting required reports to HUD, coordinating public meetings, working with grant sub-recipients, attending HUD trainings, communicating with HUD representatives, preparing for HUD audits, and monitoring the overall use of CDBG funds.
5B. RESIDENTIAL REHABILITATION PROGRAM ADMINISTRATION, SENIOR OUTREACH,
AND LOANS
Sarabeth Suarez presented the request of $255,955 for Residential Rehabilitation Program Administration which includes staff salaries, benefits, and maintenance and operational costs. The amount of $260,000 is requested for Residential Rehabilitation loans. The Program makes it possible for low-income families to address necessary home repairs such as replacing a leaky roof, installing a new water heater, repairing unsafe electrical wiring, installing ADA accessibility features, and other improvements. The Program offers deferred Home Improvement loans of $60,000 at 1% interest for low-income homeowners.
The City also offers assistance through the Senior Code Enforcement Relief Program (SCERP), which is an extension of the Residential Rehabilitation Program, to assist very low-income senior residents to correct outstanding code violations. Seniors may be eligible to receive a forgivable loan up to $15,000 at 0% interest, if they are referred to the Program by Code Enforcement staff.
Program Administration includes maintaining the Program waitlist, advertising the Program, providing application assistance, construction management, and loan servicing. In order to make the Program accessible to Buena Park homeowners, they partner with the Senior Outreach Program Coordinator to assist senior applicants that are unable to navigate through the application process themselves. The funding request includes a portion of the Senior Outreach
Program Coordinator’s salary to assist with Program Administration. 5C. NEIGHBORHOOD IMPROVEMENT / CODE ENFORCEMENT PROGRAM Robert Cravens, Code Enforcement Supervisor, presented the request of $279,490 for a portion of staff salaries and benefits for the Neighborhood Improvement/Code Enforcement Program, which includes the Code Enforcement Supervisor, four (4) Code Enforcement Officers, administrative assistant, and a part time office assistant. The amount of funding requested will maintain the current level of service needed to improve living conditions for those residing within the CDBG eligible census tracts. The Program also assists seniors by referring them to the City’s SCERP to rectify code violations.
5D. GRAFFITI REMOVAL PROGRAM
Nino Libunao, Facilities and Parks Superintendent, presented the request of $24,750 for the Graffiti Removal Program. These funds supplement program staff salaries and benefits and is limited to staff responding to graffiti incidents within the City’s CDBG eligible census tracts. The goal is to remove most graffiti within 48 hours following a reported graffiti instance. 5E. SENIOR TRANSPORTATION PROGRAM
Wilfredo Lozano, Transportation Coordinator, presented the Program request of $33,690 to fund three (3) part-time bus drivers’ salaries, benefits, and cell phone costs. He explained that the Senior Transportation Program provides round-trip transportation to non-emergency medical appointments for low-income senior residents. Participants must be over the age of 60 and there is a suggested donation of $1 each way, however, no one is denied transportation for the inability to pay. The Program also provides trips to the Senior Center, grocery store, and the pharmacy allowing seniors access to basic necessities and services. 5F. HOMELESS OUTREACH PROGRAM
Analisa Marquez, Homeless Outreach Coordinator, discussed the Homeless Outreach Program indicating that the funding amount requested of $20,000 will be used for temporary shelter costs, relocation expenses, transitional housing fees, emergency/safety supplies, transportation, DMV/vital documentation fees, and program staff training. The Program assists individuals by reuniting them with their families or referring them to available shelters. 5G. FAIR HOUSING FOUNDATION
Stella Vanporppal, Executive Director, Fair Housing Foundation, presented the request of $16,000 to provide Fair Housing services. The proposed funding will be used for their staff salaries, facility rent, communications, travel, consultant fees, insurance costs, and office supplies. Fair Housing Foundation’s mission is dedicated to eliminating discrimination in housing and promoting access to housing choices for everyone. They offer a comprehensive fair housing program that meets the HUD requirements for affirmatively furthering fair housing. 5H. MERCY HOUSE LIVING CENTERS
Cayman Beeman, Grants Specialist, Mercy House Living Centers, presented the request of $30,000 to cover a portion of the cost to provide meal services at the Buena Park Navigation Center. The shelter provides three meals per day including breakfast, lunch and dinner. The meals
are prepared by an outside vendor and distributed by staff and volunteers at their on-site kitchen.
The Navigation Center has 149 beds of year-round shelter for adults in the North Orange County Service Planning Area with 24-hour access to shelter and ongoing supportive services. 5I. FRIENDLY CENTER
Jessica Ruelas, Executive Director, Friendly Center, presented the request of $87,000 to support a portion of staff salaries, benefits and insurance costs for personnel assigned to its new food distribution center “Friendly Mart”, which is located at William Peak Park. This includes one full-time staff member and one part-time staff member who will ensure services are available two to three days per week. By providing food in this larger “market” setting, their mission is to offer clients the liberty to choose the foods that best meet their needs. 5J. GIVING CHILDREN HOPE
Elia Perez, Director of Programs, Giving Children Hope, presented the request of $25,000 to cover food and delivery costs related to their We Got Your Back (WGYB) program. WGYB provides weekly food support to low-income Buena Park families by delivering backpacks containing a weekend’s worth of food for the family to the children’s school to meet their nutritional needs outside of school lunches, which may be their main source of weekly food. They are proposing to assist 20 families (approximately 80 children and parents). 6: RECESS
Recess was not held.
7: DISCUSSION AND ACTION ITEMS
7A. DISCUSSION OF THE FISCAL YEAR 2026-2027 CDBG FUNDING RECOMMENDATION:
Sarabeth Suarez explained that the budget matrix had been revised to reflect the Buena Park Library District’s decision to withdraw their funding request for $80,000. As a result, staff recommended increasing Code Enforcement’s funding recommendation by $20,000 and reserving the remaining $60,000 for unprogrammed CDBG funds to utilize for next year’s budget. Staff’s budget recommendation includes the estimated CDBG allocation of $751,385 and $277,325 from unprogrammed funds for a total of $1,028,710. The Committee may move to approve staff’s recommendation as listed on the budget matrix, or make appropriate adjustments for their budget recommendation.
A motion was made by Committee Member Solorzano and seconded by Committee Member Gilanpour to approve the budget for Fiscal Year (FY) 2026-2027, as recommended by staff.
Motion: Solorzano
Second: Gilanpour
Ayes: Barraza, Garcia, Serrano, Solorzano, Gilanpour
Noes: None
Absent: None
MOTION CARRIED.
8. ANNOUNCEMENTS
8A. ANNOUNCEMENTS:
Chairperson Serrano announced that the proposed activities and budget for the Fiscal Year (FY) 2026-2027 CDBG Program will be presented at the City Council Meeting on March 24, 2026. 9A. ADJOURNMENT:
There being no further business, Chairperson Serrano adjourned the CDBG Meeting at 8:11 p.m.
Chloe Serrano, Chairperson
ATTEST:
Sarabeth Suarez, Housing & CDBG Analyst
March 24, 2026
STUDY SESSION
Item No. 9A.
City Council Agenda Report
DISCUSS AND PROVIDE DIRECTION REGARDING THE NORTH ORANGE COUNTY CHAMBER (NOCC)
PARTNERSHIP PROPOSAL
PREPARED BY PRESENTED BY
Eddie Fenton, Assistant City Manager/Director of
Human Resources
Eddie Fenton, Assistant City Manager/Director of
Human Resources
DEPARTMENT HEAD APPROVAL CITY MANAGER APPROVAL
Eddie Fenton, Assistant City Manager/Human
Resources Director
Aaron France, City Manager
DISCUSSION
BACKGROUND
PREVIOUS COUNCIL ACTION:
At the City Council meeting on September 23, 2025, Council Members Ahn and Franco jointly requested a discussion regarding a business proposal and partnership between the City of Buena Park and the North Orange County Chamber (NOCC). On January 13, 2026, the City Council received a staff report and provided direction to negotiate the terms and conditions of a scaled-down partnership program and bring the item to the City Council at a future Council meeting for consideration.
DISCUSSION
On September 10, 2025, the President of the NOCC, Mr. Andrew Gregson, proposed that the City Council consider a partnership between the City of Buena Park and the NOCC. In short, the full proposal (Plan 'A') suggested that the City partner with the NOCC in a way that would allow certain eligible, licensed small businesses in Buena Park to become members of the NOCC at no direct cost to those businesses, with their membership in the NOCC paid for with approximately $265,000 of City funds.
After meeting with NOCC staff, City staff requested that the NOCC propose an alternate Plan 'B' for City Council consideration. Plan 'B' maintains the same program structure, services, accountability, and operational readiness as the original proposal, while narrowing participation to neighborhood-serving small businesses that are not already supported through existing City programs which focus on the hotel and entertainment corridor. Under Plan 'B', program participation would be limited to licensed small businesses with ten or fewer employees operating in the restaurant and food service establishments, retail storefront businesses, and personal and professional service providers. Plan 'B' program would allow 1,000 eligible, licensed small businesses in Buena Park to become members of the NOCC at no direct cost to those businesses, with their membership in NOCC paid for with $100,000 of City funds.
At the study session on January 13, 2026, the City Council received a report and provided direction to negotiate the terms and conditions of the partnership outlined below and bring the item back to the City Council at a future Council meeting for consideration.
The majority of the City Council directed staff to discuss the following terms and conditions with the NOCC:
One-Year Pilot Program: City Council will consider a one-year program with a sunset provision.
Limited Funding: City Council will determine the maximum dollar amount.
Progress Reporting/Ongoing Assessment: Deliverables = Attendance & participation. City-paid membership is contingent upon businesses creating their new website, joining several network mixers, participating in podcasts, and attending workshops and trainings.
The NOCC counter-proposed the following conditions:
One Year Pilot Program: The NOCC contends its digital infrastructure has been fully functional and successful for over two years and therefore the program investment should not be a pilot program and should be funded continuously.
The NOCC suggests a "Phase 1 Implementation" capped at an agreed-upon amount of $100,000 to demonstrate immediate return on investment through the first 1,000 businesses to participate.
Opt-Out Model: To ensure the highest success rate, the NOCC recommends an opt-out model instead of the opt-in model. According to the NOCC, 'opt-in' initiatives historically suffer from low participation due to business owner "time-poverty," not from their lack of interest in the program. By automatically enrolling licensed businesses, the Chamber provides immediate value. Any business that does not wish to participate can be removed instantly upon request.
Mandatory Reporting: City paid membership is contingent upon businesses creating their new website, joining several network mixers, participating in podcasts, and attending workshops and trainings.
The City Council may consider whether this proposal applies to new NOCC members, or new and current.
However, to address existing member equity, the NOCC proposed rolling existing member benefits forward or providing a credit/reimbursement for the subsidized portion for current dues-paying members.
THE PROPOSAL - STRENGTHENING BUSINESS, STRENGTHENING OUR CITY Through an MOU and City-paid partnership with the NOCC, as proposed under Plan 'B', program participation would be limited to licensed small businesses in Buena Park with ten (10) or fewer employees operating in the following business categories:
Restaurants and food service establishments
Retail storefront businesses
Personal and professional service providers
A total of 1,000 licensed small business in Buena Park will automatically gain free membership access to NOCC’s suite of business services, online tools, and resources designed to grow visibility, credibility, and customer engagement. Under this proposal, the City would pay the NOCC to partner in their chamber program, which would subsidize 100% of NOCC membership benefits to certain eligible, licensed small businesses that operate in the City of Buena Park. This equates to a $100 subsidy for every small business.
Core NOCC Services Include:
Enhanced Online Visibility – Landing pages in the NOCC high-traffic directory (708,000+ annual visits) with search engine optimization (SEO) value
Networking & Referrals – Access to 40,000 professionals, mixers, ribbon cuttings, workshops, and direct referrals
Promotional Support – Newsletter features, social media promotion, podcast opportunities, and sponsorships Advocacy & Representation – Engagement at city, county, state, and federal levels Exclusive Resources – Workshops, training, and growth tools Online Advantage & Digital Reach
The Chamber helps address the primary challenge facing many local businesses: lack of an online presence.
80.4% of US consumers shop online (273M people), representing nearly 18% of all retail sales 62% of consumers will not buy from a business they cannot find online 40% of shoppers make purchases after discovering a product through video Regionally, 75% of small businesses lack a website (≈ 49,777 out of 65,986) Enhanced NOCC-hosted landing pages help businesses gain trust, visibility, and sales they would otherwise lose.
Digital Reach (July 1, 2024 – June 30, 2025):
Total Website Traffic: 708,891 visits
Directory Searches: 198,553
Member Landing Page Views: 167,329
Event Calendar Searches: 109,825
Job Searches: 12,639
Hot Deals Viewed: 8,685
Search Engine Visibility: 612,000 appearances in search results On average, each business profile received 130 monthly views (approx. 1,560 views annually) Proven Return on Investment (ROI) for Businesses
Current e-directory listings: 1,597 businesses & non-profits Average member ROI = $1,894 annually (74% return)
Includes the waived $250 online directory hosting fee, a direct savings for every member According to the NOCC, the City’s investment provides tangible value, not only through advocacy but also by equipping every licensed business with measurable digital tools and exposure.
What does the City receive in return for the $100,000 investment, as proposed by NOCC? Accountability & Transparency
Quarterly Key Performance Indicators (KPIs) reports delivered to City Council and staff.
Clear metrics on business participation, advocacy wins, visibility outcomes, and measurable revenue impact.
Shared leadership – City demonstrates its pro-business commitment, Chamber delivers execution.
Transparent, Accountable, Prosperous
With City Council support, the NOCC proposes to extend membership benefits to 1,000 licensed small businesses in Buena Park at a cost of $100 per business.
As detailed earlier, the NOCC has indicated an effective program requires a commitment of $100,000. Should the City Council be uncomfortable with this amount, it is unlikely the NOCC would be willing to move forward with their program. In addition, the NOCC is proposing an opt-out model rather than an opt-in model, with neither model discussed at length on January 13. Distribution of funds (full disbursement up front or periodic payments based on deliverables) and reporting requirement structure (written report vs. oral presentation, or both) are two other aspects that need to be finalized.
BUDGET IMPACT
For Plan 'B', preliminary estimates place the program in the $100,000 range, depending on narrowed neighborhood-serving businesses and final eligibility requirements. If City Council directs staff to pursue this proposed program Plan 'B' option, it will be necessary to appropriate funding from the Economic Development Fund balance to fund the new program for one year.
REQUEST OF THE CITY COUNCIL
The “Strengthening Business, Strengthening Our City” proposal presented by the NOCC is a new model that would require City Council policy direction, as it would involve a significant allocation of Economic Development Fund resources to subsidize approximately 1,000 private businesses' NOCC memberships. Additionally, the program being proposed by the NOCC has not been implemented in any of the cities currently in NOCC’s regional coverage area, which would make the City of Buena Park the first to implement this new program model.
Staff is seeking the City Council's direction regarding the “Strengthening Business, Strengthening Our City” program proposal in the amount of $100,000.
March 24, 2026
STUDY SESSION
Item No. 9B.
City Council Agenda Report
DISCUSS AND PROVIDE DIRECTION REGARDING THE INSTALLATION OF A LITERACY WALK AT HEROES PARK
PREPARED BY PRESENTED BY
Maddie Villapando , Community Services Supervisor Maddie Villapando , Community Services Supervisor
DEPARTMENT HEAD APPROVAL CITY MANAGER APPROVAL
Aaron France, City Manager Aaron France, City Manager
DISCUSSION
At the request of Vice Mayor Hoque, this item is being brought forward for City Council discussion and consideration.
The proposed project would be installation of a Literacy Walk at Heroes Park to promote literacy, physical activity, and community engagement. The proposed Literacy Walk is intended to enhance the park experience by combining early literacy development with movement in an accessible outdoor setting.
This project is proposed as a pilot program to be implemented in District 4, beginning with installation at Heroes Park. As a pilot program, this will allow staff to evaluate community engagement, program effectiveness, and opportunities for potential expansion to additional park locations throughout the City.
Literacy Walks, also commonly referred to as Story Walks, have been successfully implemented in communities nationwide to promote reading engagement while encouraging outdoor activity and exercise.
While this concept has been implemented in parks across the country, this would be the first Literacy Walk located within a city park in Orange County. A similar Story Walk experience currently exists at O'Neill Regional Park along the Mesa Trail in the City of Rancho Santa Margarita, located within a regional park setting.
The proposed Literacy Walk would be installed around the playground area at Heroes Park, intentionally centering the experience within a highly utilized space frequented by families. By integrating reading and movement into a single activity, the project encourages children to remain physically active while engaging in age-appropriate literature.
The installation would promote early childhood literacy, encourage outdoor physical activity, and provide a free and accessible educational amenity for the community.
Staff has also coordinated with, and received support from, the Centralia Elementary School District. As part of this partnership, the City will partner with San Marino Elementary School to encourage the use of the Literacy Walk during school hours, providing teachers with an additional outdoor learning opportunity. This partnership would maximize utilization and community impact.
The proposed Literacy Walk would include a total of 20 signs consisting of one introductory sign explaining the purpose and function of the Literacy Walk, eighteen story display signs, and one concluding sign thanking participants and including a QR code to track usage and gather community feedback. The signs would be installed approximately 40 steps apart, guiding participants along a pathway that wraps around the playground area.
Sign specifications are as follows:
Sign frame size: 24" x 18"
Printed story insert size: 17" x 11"
Stories will be professionally printed and fitted into the display frames for durability and ease of replacement.
Stories featured along the Literacy Walk would be rotated every other month to maintain community interest and encourage repeat visits. During major holidays, selected stories would reflect seasonal themes such as Halloween, Thanksgiving, and Christmas to create a timely and engaging experience. Select stories may also incorporate prompts within the text encouraging physical activity, further reinforcing the integration of literacy and movement.
To complement the reading experience, stenciled physical activity prompts would be installed directly on the pathway between each sign. These prompts would encourage children to remain active as they progress through the story. Examples include stopping to complete 15 jumping jacks, hopping like a frog to the next sign, or marching to the next page. This design intentionally combines literacy with structured movement, supporting both cognitive development and physical wellness.
The concluding sign would include a QR code allowing participants to provide feedback, track usage of the installation, and vote on future story selections. This tool will assist staff in measuring community engagement, evaluating program success, and identifying opportunities for future enhancements.
BUDGET IMPACT
The total cost of the Literacy Walk, including materials and installation, is $28,808.50. There is currently no budget for this program. Therefore, staff recommends a budget allocation in the amount of $30,000 to Account No. 11- 6240-275130 for this purpose. Staff is also currently working to secure a $10,000 grant from Providence St. Jude Medical Center to help offset project costs. Should City Council approve the concept, a formal budget allocation would be presented at a future City Council meeting.
Attachments
Literacy Walk Examples.pdf
Proposed Literacy Walk Pathway
March 24, 2026
STUDY SESSION
Item No. 9C.
City Council Agenda Report
DISCUSS AND PROVIDE DIRECTION REGARDING THE CITY OF BUENA PARK CELBRATION OF AMERICA'S 250TH ANNIVERSARY
PREPARED BY PRESENTED BY
Jim Box, Director of Community Services Jim Box, Director of Community Services
DEPARTMENT HEAD APPROVAL CITY MANAGER APPROVAL
Aaron France, City Manager Aaron France, City Manager
DISCUSSION
At the request of Vice Mayor Hoque and Mayor Traut, staff is exploring the opportunity to host a community celebration recognizing the upcoming 250th anniversary of the founding of the United States, which will be widely commemorated nationwide during 2026.
Staff proposes incorporating this celebration into the City's established Summer Concerts Program Series, utilizing the opening night of the series as a patriotic kickoff event.
Staff is currently coordinating with leadership at Knott's Berry Farm to secure the area in front of the historic replica of Independence Hall as the venue for the event. The location provides a unique and symbolic setting consistent with the theme of honoring America's founding.
Staff proposes hosting the event on Wednesday, July 1, 2026, from 6 pm to 9 pm, as the kickoff event for the 2026 Summer Concert Series. The event theme will be: "Celebrating America - 250 Years!". Activities and programming would center around this patriotic theme and may include: live musical entertainment (band costs already included in the Summer Concerts budget), children's craft area with patriotic-themed activities, community booths featuring local organizations and community groups, photo opportunities with themed backdrops and displays, food and merchandise areas provided by food services of Knott's Berry Farm. The event is intended to create a festive community atmosphere celebrating the nation's history while bringing residents and visitors together for the kickoff of the City's summer programming.
Parking and transportation logistics are currently being coordinated between Knott's Berry Farm and the nearby Buena Park Downtown located across Stanton Boulevard. Staff is exploring options that may include shared parking between both properties with a shuttle service transporting attendees between parking areas and the event site. Final parking and transportation details will be presented to the City Council once coordination with the property owners is finalized.
The proposed "Celebrating America... 250 Years!" event would serve as a unique and meaningful kickoff to the City's Summer Concert Series while commemorating a historic milestone for the nation. Hosting the event at Knott's Berry Farm in front of Independence Hall would provide an iconic setting that aligns with the patriotic theme and enhances the community experience. Staff is seeking City Council direction on proceeding with the planning and coordination of this event.
BUDGET IMPACT
The anticipated cost for the proposed event is approximately $15,000, which would cover the sound system, lighting equipment, rental of 10x10 booths tables and chairs. Band costs are already accounted for within the existing Summer Concerts Program budget and therefore would not require additional funding. Staff anticipates that the remaining event elements could be accommodated through existing departmental resources and partnerships.
March 24, 2026
STUDY SESSION
Item No. 9D.
City Council Agenda Report
DISCUSS AND PROVIDE DIRECTION REGARDING ASSEMBLY BILL AB 2463 (PETRIE-NORRIS)
PREPARED BY PRESENTED BY
Jessica Fewer, Senior Management Analyst Jessica Fewer, Senior Management Analyst
DEPARTMENT HEAD APPROVAL CITY MANAGER APPROVAL
Eddie Fenton, Assistant City Manager/Human
Resources Director
Aaron France, City Manager
DISCUSSION
On March 10, 2026, Council Member Sonne calendared discussion about upcoming energy affordability legislation.
Staff was provided a total of five energy affordability bills to review. After discussions with the City's legislative consultant, Townsend Public Affairs (TPA), it appears that AB 2338 (Ransom) and SB 1098 (Perez) are spot bills that will make minor changes to existing code sections that will eventually become a substantive legislative proposal. TPA will continue to track these bills, but no further action is needed at this time.
Two other bills, SB 886 and SB 887 (both by Padilla), which regulate data centers and ensure that the cost of data center development is not passed on to residents, aligns with the City's legislative platform. A letters of support for both pieces of legislation were signed by the Mayor on March 10, 2026.
The final bill, AB 2463 (Petris-Norris), does not directly relate to City operations and oversight, and is therefore being brought before the City Council for further discussion. AB 2463 is a proposal to change the process used to determine how much profit electric and gas utilities are allowed to make. Right now, the California Public Utilities Commission (CPUC) sets profit levels based on financial models that estimate the risk utilities take when investing in infrastructure. This bill requires the CPUC to fully reevaluate those models and create a more consistent and transparent framework for determining what utilities should earn. The framework would ensure profits for utilities are based on real market conditions and the risk that each utility faces.
The bill also directs the CPUC to adjust utility profits when circumstances change. For example, if electricity demand grows, utilities may face less financial risk because they are selling more power. In those cases, the bill would require the CPUC to lower the allowed rate of return. It also calls for reviewing existing adjustment mechanisms to ensure they are working properly and for ensuring utilities don’t receive full profits on projects where they did not take on the full financial risk. Additionally, the bill encourages tying a portion of utility earnings to performance outcomes like reliability, safety, and timely service.
At its core, AB 2463 is about protecting ratepayers from paying more than necessary on their utility bills, while allowing utilities to still attract investment. By ensuring that utility profits are aligned with actual risk and performance, and reduced when conditions warrant, the bill aims to prevent over-earning by utilities.
The full bill text is attached to this report as well as legislation analysis of the bill.
Attachments
CBP Utility Bill Updates Mar 2026.pdf
AB 2463 Petrie-Norris (bill).pdf
CALIFORNIA ADVOCACY • FEDERAL ADVOCACY • GRANT WRITING
Sacramento • Washington, D.C.
Northern California • Central • California • Southern California
PUBLIC UTILITY BILLS UPDATE
To: City of Buena Park
From Townsend Public Affairs
Date: March 09, 2026
Subject: Public Utilities Bills Update
LEGISLATION ANALYSIS
AB 2338 (Ransom) - Track, no action needed
Currently, this is a spot bill, meaning it has a minor change to existing language and will eventually be amended to become a substantive legislative proposal. TPA will track this bill, but no action is currently required.
AB 2463 (Petrie-Norris) - Doesn’t align cleanly with the City’s legislative platform This bill requires the California Public Utilities Commission to open a rulemaking by April 1, 2027 to comprehensively review how the cost of capital and authorized return on equity (ROE) are determined for California’s electrical and gas utilities. The bill directs the CPUC to create a baseline capital-market risk framework to guide ROE decisions, evaluate whether load growth should trigger downward adjustments to utility returns, review the existing cost-of-capital adjustment mechanism, and examine alternative incentive models that tie a portion of shareholder earnings to performance outcomes such as reliability, cost control, and timely interconnections.
The goal of the bill is to ensure utility shareholder returns better reflect actual financial risk while protecting ratepayers from paying unnecessarily high returns.
SB 886 (Padilla) – Aligns with platform, letter of support attached This bill requires the California Public Utilities Commission to create a new electricity tariff for very large electricity users (75 MW or more), such as large data centers or industrial facilities, to connect to the electric grid while ensuring those customers pay the full cost of the infrastructure upgrades and services they require. The bill requires these large-load customers to cover transmission upgrade costs, disclose if they are seeking interconnection in multiple locations, install onsite zero-carbon energy storage, participate in demand response programs, and pay early termination fees if they leave the system early so that other ratepayers are not left paying for stranded costs.
SB 887 (Padilla) – Aligns with platform, letter of support attached This bill affects cities by changing how data center projects are reviewed under the California Environmental Quality Act (CEQA). The bill specifies that data center developments cannot be treated as ministerial projects exempt from CEQA and instead must undergo environmental review when approved by local governments. It also allows certain qualifying data center projects to use the state’s Environmental Leadership Development Project program, which can streamline
CEQA review if the project meets strict environmental and operational requirements such as using zero-carbon energy, paying for grid upgrades, and meeting water-efficiency standards. For cities, this matters because they are often the CEQA lead agency for local development projects, meaning the bill increases their responsibility to conduct environmental review for data centers and sets new conditions that projects must meet to qualify for expedited state review.
SB 1098 (Perez) – Track, no action needed
This is another spot bill relating to public utilities. No action required right now, but TPA will continue to monitor.
california legislature—2025–26 regular session
ASSEMBLY BILL No. 2463
Introduced by Assembly Member Petrie-Norris
February 20, 2026
An act to add Sections 759.5, 759.6, 759.7, 759.8, 759.9, and 759.10 to the Public Utilities Code, relating to the Public Utilities Commission. legislative counsel’s digest
AB 2463, as introduced, Petrie-Norris. Public Utilities Commission:
rates: baseline capital-market risk framework: returns on equity.
Existing law vests the Public Utilities Commission with regulatory authority over public utilities, including electrical corporations and gas corporations. Existing law authorizes the commission to fix the rates and charges for every public utility and requires that those rates and charges be just and reasonable.
This bill would require the commission, on or before April 1, 2027, to open a rulemaking to conduct a systemwide review of the methodologies used to determine the cost of capital and authorized return on equity for each electrical corporation and gas corporation.
The bill would require the commission to establish and apply a baseline capital-market risk framework to serve as the analytical foundation for determining authorized returns on equity for electrical corporations and gas corporations, as provided. The bill would require the commission to develop and adopt a strategy for adjusting authorized returns on equity for each electrical corporation and gas corporation based on specified load growth or sales volume thresholds. The bill would require the commission to conduct a comprehensive review of the cost of capital adjustment mechanism applicable to each electrical corporation and gas corporation, evaluate the authorized return on equity applicable to
99 each electrical corporation’s infrastructure that serves transmission-level customers, and to evaluate alternative incentive-based return models that link a portion of shareholder earnings to performance outcomes, as provided.
Under existing law, a violation of an order, decision, rule, direction, demand, or requirement of the commission is a crime.
Because a violation of a commission action implementing this bill’s requirements would be a crime, the bill would impose a state-mandated local program.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state.
Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: yes.
The people of the State of California do enact as follows:
line 1 SECTION 1. The Legislature finds and declares all of the line 2 following:
line 3 (a) Electrical corporations and gas corporations are entitled to line 4 a reasonable opportunity to earn a fair return on their invested line 5 capital, but ratepayers should not bear costs that exceed the level line 6 necessary to attract capital under prevailing market conditions. line 7 (b) Rapid load growth, including from electrification and large line 8 transmission-level customers, can materially increase utility sale line 9 volumes, reduce per-unit revenue risk, and change the risk profile line 10 associated with authorized returns on equity.
line 11 (c) Gas and electrical utility operations are subject to materially line 12 different long-term demand trajectories, regulatory risks, and asset line 13 lives, and therefore should not be compensated using a uniform line 14 equity return.
line 15 (d) The cost of capital adjustment mechanism was designed to line 16 reflect changing capital market conditions but has not consistently line 17 produced downward adjustments when market conditions would line 18 support those reductions.
line 19 (e) Ratepayers should not pay full equity returns on line 20 infrastructure investments for which their utility did not provide line 21 initial capital or bear comparable financial risk. 99 AB 2463 — 2 —
line 1 (f) Aligning shareholder earnings with performance outcomes line 2 can better protect ratepayers while preserving safe and reliable line 3 utility service and can improve delivery of outcomes such as timely line 4 interconnections, cost containment, and risk mitigation. line 5 SEC. 2. Section 759.5 is added to the Public Utilities Code, to line 6 read:
line 7 759.5. (a) On or before April 1, 2027, the commission shall line 8 open rulemaking to conduct a systemwide review of the line 9 methodologies used to determine the cost of capital and authorized line 10 return on equity for each electrical corporation and gas corporation. line 11 (b) The rulemaking shall be a quasi-legislative proceeding and line 12 shall be scoped to consider broader structural reforms to cost of line 13 capital calculations, anchored by the establishment and application line 14 of a baseline capital-market risk framework, including all matters line 15 described in Sections 759.6 to 759.10, inclusive. line 16 SEC. 3. Section 759.6 is added to the Public Utilities Code, to line 17 read:
line 18 759.6. (a) In the rulemaking opened pursuant to Section 759.5, line 19 the commission shall establish and apply a baseline capital-market line 20 risk framework to serve as the analytical foundation for line 21 determining authorized returns on equity for each electrical line 22 corporation and gas corporation.
line 23 (b) The framework shall identify the baseline business, financial, line 24 and regulatory risks faced by each electrical corporation and gas line 25 corporation, considering risk-mitigating features of cost-of-service line 26 regulation, including authorized cost recovery mechanisms, revenue line 27 stabilization tools, and regulatory oversight.
line 28 (c) The baseline capital-market risk framework shall be line 29 rebuttable only upon a showing by an electrical corporation or gas line 30 corporation that the electrical corporation or gas corporation faces line 31 materially greater risk than that reflected in the framework. line 32 (d) A showing shall not be required for the commission to line 33 authorize a return on equity at or below the level indicated by the line 34 baseline capital-market risk framework based on evidence on the line 35 record.
line 36 (e) The commission shall use the baseline capital-market risk line 37 framework as the required analytical reference point for line 38 implementing Sections 759.5 and 759.7.
line 39 (f) Any upward departure from the baseline capital-market risk line 40 framework shall be supported by express findings, based on 99 — 3 — AB 2463
line 1 substantial evidence, demonstrating that the electrical corporation line 2 or gas corporation faces materially greater risk than that reflected line 3 in the framework.
line 4 SEC. 4. Section 759.7 is added to the Public Utilities Code, to line 5 read:
line 6 759.7. (a) Applying the baseline capital-market risk framework line 7 established pursuant to Section 759.6, the commission shall develop line 8 and adopt a strategy for adjusting the authorized return on equity line 9 for each electrical corporation and gas corporation based on line 10 specified load growth or sales volume thresholds. line 11 (b) The strategy shall recognize that sustained load growth may line 12 reduce per-unit revenue risk and shall include clear, prospective line 13 triggers that result in downward adjustments to an authorized return line 14 on equity when those thresholds are met.
line 15 (c) A strategy adopted pursuant to this section shall be line 16 transparent, predictable, and designed to balance ratepayer interests line 17 with the continued ability of an electrical corporation or gas line 18 corporation to attract capital.
line 19 SEC. 5. Section 759.8 is added to the Public Utilities Code, to line 20 read:
line 21 759.8. (a) Applying the baseline capital-market risk framework line 22 established pursuant to Section 759.6, the commission shall conduct line 23 a comprehensive review of the cost of capital adjustment line 24 mechanism applicable to each electrical corporation and gas line 25 corporation.
line 26 (b) The review shall evaluate whether the mechanism has line 27 operated symmetrically to reflect changes in capital market line 28 conditions in both upward and downward directions. line 29 (c) The commission shall evaluate the ratepayer and shareholder line 30 impacts associated with the mechanism.
line 31 (d) The commission shall evaluate past instances in which the line 32 mechanism was not triggered or was suspended despite market line 33 conditions that would have supported a reduction in the authorized line 34 return on equity.
line 35 (e) The commission shall adopt any modifications necessary to line 36 improve the objectivity and credibility of the mechanism. line 37 SEC. 6. Section 759.9 is added to the Public Utilities Code, to line 38 read:
line 39 759.9. (a) Applying the baseline capital-market risk framework line 40 established pursuant to Section 759.6, the commission shall 99 AB 2463 — 4 —
line 1 evaluate the authorized return on equity applicable to each electrical line 2 corporation’s infrastructure that serves transmission-level line 3 customers.
line 4 (b) The evaluation shall apply to infrastructure projects in which line 5 the initial capital is provided, in whole or in part, by a line 6 transmission-level customer or other entity, other than an electrical line 7 corporation, including through advances, prepayments, or similar line 8 financing arrangements.
line 9 (c) For infrastructure projects described in subdivision (b), the line 10 commission shall ensure that the authorized return on equity line 11 reflects the electrical corporation’s actual capital at risk and line 12 financial exposure.
line 13 (d) The commission shall not authorize the same return on equity line 14 for infrastructure projects described in subdivision (b) as for the line 15 electrical corporation-financed infrastructure unless it makes line 16 express findings that the electrical corporation has borne line 17 comparable financial risk.
line 18 (e) In implementing this section, the commission shall consider line 19 mechanisms to remove disincentives for timely interconnection line 20 or project delivery.
line 21 SEC. 7. Section 759.10 is added to the Public Utilities Code, line 22 to read:
line 23 759.10. (a) Applying the baseline capital-market risk line 24 framework established pursuant to Section 759.6, the commission line 25 shall evaluate alternative incentive-based return models that link line 26 a portion of shareholder earnings to performance outcomes. line 27 (b) The commission may implement pilot programs, phased line 28 approaches, or incorporate incentive-based return models into its line 29 ratemaking determinations.
line 30 (c) For purposes of this section, the term “performance line 31 outcomes” includes, but is not limited to, cost control, timely line 32 interconnection, reliability, safety, and risk reduction. line 33 SEC. 8. The provisions of this act are severable. If any line 34 provision of this act or its application is held invalid, that invalidity line 35 shall not affect other provisions or applications that can be given line 36 effect without the invalid provision or application. line 37 SEC. 9. No reimbursement is required by this act pursuant to line 38 Section 6 of Article XIIIB of the California Constitution because line 39 the only costs that may be incurred by a local agency or school line 40 district will be incurred because this act creates a new crime or 99 — 5 — AB 2463
line 1 infraction, eliminates a crime or infraction, or changes the penalty line 2 for a crime or infraction, within the meaning of Section 17556 of line 3 the Government Code, or changes the definition of a crime within line 4 the meaning of Section 6 of Article XIII B of the California line 5 Constitution.
O
99 AB 2463 — 6 —