Colma City Council
September 27, 2023

f) Chamber Development - to exercise best effort to achieve an increase in Chamber presence, work at increasing membership & retention with a Membership Drive, Direct Social Media project or partner.
g) Business Development - to host and/or proactively seek sponsors, co-partners to create an indoor or outdoor event for Colma with bay area businesses & food vendors’ i.e.... Exotic Car Show/Taste of Our Cities/RUN FOR YOUR LIFE 5k run along with showcasing Auto row. We have made contact to ColmaPD and Lexus.

We are in talks with Lexus’s referral.
h) Leadership Forum Classes/ or a Series of Business seminars workshops -- working with Renaissance Business Entrepreneurship Center, Amanda Anthony

i) Cypress Business Appreciation Awards Ceremony Gala—Nomination will come from our membership roster and award plaques to small, medium, & large businesses – Plus Golden Apple, Leadership, Lifetime Achievement, Special Humanitarian, All-Star Membership, Presidential, Centennial 50, 60,75, 100 years Awards. We will also install a new Board of Director, Mr. Kevin Tong of Farmer’s Insurance.

j) Breakfast ( Briefings on Business at Breakfast (BBB) meeting with leaders of the town/city to update community.
k) Preliminary plans (open to the public) Business Resource Center -pop up or brick & mortar or renting a temporary room or space. In think tank stage of gathering a group of interdisciplinary scholars to perform research around this issue.









 

 




EXECUTIVE BOARD

CEO
Leong, Felicia Chief Executive Officer
Staff
650.755.3900

362 Gellert Blvd.

Daly City, CA 94015
[email protected]

415.627.8111 m

President Corcoran Global Living 415.706.4722 m
Husted, Rebecca

Realtor/Realtor Consultant
362 Gellert Blvd

Daly City, CA 94015
[email protected]

2nd Vice President & CFO
Serrato, Eleanor
City Toyota Daly City
HR Manager
415.825.4251

255 San Pedro Rd.

Daly City, CA 94014
[email protected]

415.606.3859 m
Committees: Co-Chair Bowling

1st Vice President
Sit, Ross
Sit Group
Realty One Group Infinity
Realtor
650.302.1268 m
883 Sneath Lane, #227
San Bruno, CA 94066
[email protected]

Committees: Chair Halloween,
Membership, Events, Bowling,
Schoarlship

Secretary
Villarosa, Marie

Serramonte Center
Marketing & Event Manager
3 Serramonte Center
Daly City, CA 94015
[email protected]
Committees: Membership, Events, Taste of Our
Cities, Mixers, Bowling, Golf,
Scholarship,Halloween
415.706.4722 m
2022-2023 Board of Directors








 

 




BOARD OF DIRECTORS

Chase, Dustin Lucky Chances Casino
General Manager
650.758.2237
925.487.8400 m

Committees: Chair-Scholarship, Golf
1700 Hillside Blvd.

Colma, CA 94014
[email protected]

Chiang, Bill P. G & E.

Local Government Affairs
650.339.1627 m

275 Industrial Road
San Carlos, CA. 94070
Committee: Golf, Scholarship [email protected]

DeVincenzi, Matthew Classic Bowling Center
Manager
650.995.3000 m

Committees: Chair Bowling, Business
Mixer, Golf, Events, Membership,
Scholarship

900 King Drive
Daly City, CA. 94015
[email protected]

Devincenzi
, Monica

Republic Services
Daly City
Municipal Sales Manager
1680 Edgewood Avenue

41 5.604.9014
Daly City, CA. 94015 415.218.0935 m
Committees: Golf, Scholarship
Events, Membership
[email protected]

House, Steven Budget Blinds
Owner
650.303.1890 m

Committee: Golf
2700 Junipero Serra Boulevard
Daly City, CA 94015
[email protected]

Li, Daisy Moonstar Restaurant
Owner
415.519.1140 m

Committees: Scholarship,
Membership, Events, Taste of our
Cities, Mixers
405 S. Canal Street
South San Francisco, CA 94080
[email protected]









 

 




Proano, Teresa Duggan’s Serra Mortuary
Assistant to the President
650.756.4500

500 Westlake Avenue 650.296.3161 m
Daly City, CA. 94014
[email protected]

Committees: Scholarship, Bowling,
Events, Golf, Taste of our Cities,
Membership

CHAMBER STAFF

Wilson, Alison

[email protected]

650.755.3900

415.640.9875m

Last updated August 5, 2022








 

 




Grant Report Requirements
(a) By June 30, 2023, or within 90 days after completion of the program or project, whichever is earlier, Grantee will present a final report to the Town that:
(i) Describes the results of the program or project funded by the grant; Results of the $30,000 funding supports the chamber to bring back and complete events and funds have help in our re building ( put back together) our office operations’ process. (ii) Evaluates the results of the program or project funded by the grant; Please see below all the events that we were able to complete with funding and to be able to maintain paying bills and be more active in our community as a Board. All our work of reaching out to the community is also logged on our YouTube channel @dccchamber, Facebook:DalyCity Colma Chamber, Instagram @dccchamber & feliciammarieee Instagram & Felicia Leong Linked in, along with our website dalycitycolmachamber.org or dccchamber.org (iii) Provides an accounting of the use of the grant funds. See Budget (b) If the program or p roject is not completed by June 30, 2023, Grant ee shall present an interim report by then describing the status of the program or project and its expected completion date.

I will send out another reminder email a week before the deadline. Applications for FY 2023-24 will be available in July. Please forward updated contact information on who should receive any future correspondence and I will update our records. Let me know if you have any questions.

(i) Describes the results of the program or project funded by the grant

These funds acquired from the Town of Colma are used to operate the Colma-Daly City Chamber of Commerce which maintained the following most successful events with reaching our goals of attendees
• provide networking opportunities for local business – I. June 28, 2022- Social Mixer at Moonstar
II. August 24, 2022- Social Mixer at Dave & Busters
III. November 4, 2022 – Annual Turkey Bowling Tournament IV. February 23, 2023- Chamber Cow Palace Mixer
V. May 3rd, 2023 – In Celebration of National Small Business Week Mixer VI. Bi monthly Coffee with Cars at Lexus
VII. Colma Coffee with Cops meetings
• town hall meetings, ribbon cuttings and grand openings, social mixers, B2B, B2B, Breakfast meeting, virtual directories and 2.0 Enewsletters, Colma Daly City Chamber of Commerce
• 2.0 E newsletter is emailed every Friday-from 200 contacts we have increased to 1,400 contact

1. Grand Openings: September 27, 2022 – Cadillac
i. January 17th, 2023 – Planet Fitness
ii. January 20th, 2023 – Boot Barn
iii. March 8, 2023 – Good Feet
iv. March 31, 2023 – Burlington Coat Factory
v. June 28th, 2023 – Simmer Huang Hot Pot Restaurant
vi. August 22, 2022-Super Duper
• October 27th, 2022-Access to Higher Education College & Career Faire, Serramonte Mall
• Annual Crab Feed - March 7th, 2023
• Halloween Contest at Serramonte- October 31, 2022

• maintain and make available on request to the Town an automated list of Chamber members.
• to partner with the Colma Historical Association/Park & Recreation & the Council or any other entity to represent Colma in the community • July 9, 2022 – The Chamber participated and marketed the Town of Colma Community Fair
• Colma Historical Meetings on Sundays

• to promote the various points of interest, such as local cemeteries, the Car Row industry, large businesses i.e. Lucky Chances, Colma Recreation Services events, 280 Metro business development support. And/or partner to education the community on new health requirements/recommendations, new public safety information and any new local developments.

I. Serramonte Walk About – February 17th, 2022
II. St. Patrick’s Day Luncheon – March 16th, 2023
III. Annual Aloha Festival August 14th, 2022
IV. Annual Scholarship Awards Ceremony- May 11, 2023
V. Annual Holiday Party – December 9, 2022
VI. Operation Santa Claus – December 13, 2022

• continuing to maintain a Town of Colma branding presence on the internet, which includes Facebook, Instagram, Twitter, Tic Tock, YouTube and on the Chamber’s website to provides civic information, events, photos & miscellaneous noted content • participation in Mayoral walks

1. June 17th, 2022, Mayoral Walk to : Holy Cross,Pacific Coast Supply, Royal Auto Body & Repair, Andy’s Wheels & Tires, Image Autobody, John’s Auto Center, Ditos Motors, CG Moving Company

2. Sept 16, 2022 – Mayoral Walk to Tesla, Carmax, Subaru, Volkswagen, Honda, Nissan, Chevrolet, Lexus

3. Jefferson & Westmore Highschool scholarship awards presentation at the schools to the awardees, May 2023

4. Thomas Polliicita Middle School Graduation Awards presentation of giftcards May 2023

• Chamber drop in’s to meet and greet members
Mayoral walk businesses are above
Blo Blow Dry Spa
Simmer Huang
Lexus
Daly City History Guild meetings

• facilitating business mixers and workshops for the Colma business community • maintaining a log of incoming request and inquiries regarding the Town of Colma
• Representation to San Mateo County at events, forums, conferences, seminar, mixers, candidate’s forums
Candidates Forum September 21, 2022 Daly City. Colma opt out Pet Costume Contest October 22, 2022 Serramonte Center
Daly City Partnership Meeting October 6, 2022
Cow Palace Rodeo October 7th, 2022
Skyline College Presidents Council Oct 2022-Mar 2023
Daly City Library Trustees meetings October 18, 2022 – Feb. 2023 SMC Chamber Chief Executive Officers meetings, once a month Skyline College Neighborhood Center for Adult@Jefferson High School

SF Peninsula Meetings
SMC Resource Fair 4/29/23 Serramonte Center
SMC Supervisors award of Measure K grant April 2023
JUHSD Certificate of Recognition for On Going Support - May 2023 Special Guest at Skyline, CSM & Canada College Graduations – May 2023

• Participate in Town of Colma special events
Town of Colma Business Recognition Luncheon Awards Recipient October 20th, 2022 Town of Colma State of the City Address – January 25th, 2023 Town of Colma National Night Out – August 2, 2022
Coffee with Colma Police – October 5, 2022 & March 8th, 2023 Colma Veteran’s BBQ – November 10 & Dec 22, 2022 & June 15th, 2023 Colma Tree Lighting – Dec 1, 2022
Colma Re organization – December 13, 2022
Colma Flag Raising: 2022 & 2023 - Pride, Philippines, Italian, Israel Lucky Chances Colma 25th Anniversary Celebration - June 17th, 2023 Attend Colma Firemen’s Social Club events
Town of Colma Town Wide Garage Sale April 15, 2023
280Metro events:

1. June 26th, 2022 Summer Sunday event

2. December 4th, 2022 - Santa Flew into Colma California

2023 Calendar
from the Desk Calendar of Felicia Leong, CEO

JANUARY
▪ Town of Colma State of Our Cities Address
▪ Planet Fitness Remodel Grand Opening / Red Ribbon Cutting ▪ Boot Barn Grand Opening Ribbon Cutting
▪ Skyline College JUHSD Neighborhood Center lead funding for donated dinners chick fil a, super duper, moonstar
▪ Meeting with Dr Rod
▪ Meeting with Tom Picolotti Laisni Tatum

FEBRUARY
▪ 23 Cow Palace Mixer
▪ 17 Serramonte Walk About
▪ 10 Meeting with David Canepa
▪ Goodfeet ribbon cutting
▪ 10 Meeting with Tom Piccolloti
▪ 22 zoom SF Peninsula Food week prep May 19-27
▪ Meet greet w/Matt RH Drip & Melt
MARCH
▪ 7 CrabFeed
▪ 3 Elected Officials Leadership Program
▪ 16 skyline College Presidents Day Breakfast
▪ 16 DCPLA St. Patrick’s Day luncheon -speaking
▪ 17 Burlington Coat Factory Grand Opening/ Ribbon Cutting -Rebecca Husted ▪ Apply for SMC Measure K Funding

APRIL
▪ Measure K funding $75,000
▪ CEO visit Blo Blow Dry Spa
MAY
▪ May 3 National Small Business Week Celebration Mixer
▪ Drop in for Certificates photo opp May 3
▪ 11 Access to Higher Education Scholarship Awards Ceremony ▪ 16th JUHDS recognition
▪ 17th Westmoor senior awards
▪ 18th Jefferson senior awards
▪ SF restaurant week may19-27
▪ Meeting with Westlake Village Apartments
▪ 24th Renaissance Business Resource meeting
▪ Skyline, CSM, Canada college graduations
▪ 30th Thomas Pollicita graduation
JUNE
• Re Apply for Colma Grant
• John Leland service
• DCPD Krispy Kreme meeting
• 13th Pride & Philippino Flag Raising DC
• 14th Pride & Philippino Flag Raising
• Veteran’s luncheon Ross Sit
• 3rd Daly City’s Children’s Day Celebration Gellert park ▪ 23rd Town of colma Mayoral Walk
▪ 17th Lucky Chances Ann
▪ 28th Simmer Huang Grand Opening

JULY
•
AUGUST
• Brian Dossey retirement party
• Seton Mixer maybe

SEPTEMBER

OCTOBER
▪ Launch Scholarship 2024
▪ JUHSD College Faire Serramonte
▪ Halloween Activities

NOVEMBER
▪ 3 Annual Turkey Bowling Tournament

DECEMBER
▪ 6th Cypress Business Achievements Gala
▪ Town of Colma Reorganization
▪ City of Daly City Reorganization
Look out for Annual Mayoral Walks, Police & the Chamber visits businesses, more Grand Opening Ribbon Cuttings & other community happenings during the year. UPCOMING events can be found on dc cchamber.org or the WEEKLY eChamber Newsletter 2.0.
362 Gellert Blvd., Daly City, CA 94015 650-755-3900 [email protected] Subject to change. Updated: June 28, 2023

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C 69 X
CORA provides safety, support and healing for individuals who experience abuse in an intimate relationship and educates the community about breaking the cycle of domestic violence. We envision a society where intimate partners treat one another with respect, where domestic violence and others forms of relationship abuse are not tolerated, and where services are accessible to all who need them.
2211 Palm Avenue, San Mateo, CA 94403
64 8,289,925
10,000

Cindy Kilpatrick
[email protected]
Community Overcoming Relationship Abuse (CORA)
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C CORA is requesting funds in support of our Safe House program, which provides emergency shelter for domestic violence victims. CORA provides vital services by sheltering domestic violence victims and their children when they have nowhere else to turn. CORA's Safe House services support clients' individual plans for self-reliance and empowerment and include crisis intervention; safety planning; advocacy with housing, employment, and education; referrals to CORA services, public benefits, and other external resources.

This funding request is for the purpose of: 3a) providing safe, emergency shelter for victims of domestic violence who are fleeing their abuser. For 45 years, CORA - Community Overcoming Relationship Abuse - has been the only organization in San Mateo County solely focused on survivors of domestic violence and their children. CORA’s free, trauma-informed, culturally appropriate, client-centered services include emergency shelter, supportive housing, crisis intervention, legal assistance, mental health services, community education, and community advocacy. While also providing shelter, food, and clothing, CORA’s Safe House Program empowers victims of domestic violence to escape abusive relationships, avoid homelessness, secure safety, and begin a new life free from the threat of violence, and for their children to break the intergenerational cycle of abuse.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C CORA's request for support remains the same as previous years, although we are facing increased costs for providing ongoing support, advocacy, food, clothing, diapers, and other household supplies.

Support from the Town of Colma leverages funds from other cities in San Mateo County – including Burlingame, Menlo Park, Redwood City, San Mateo, and South San Francisco – to help domestic violence survivors and their families. CORA’s well-established Safe House Program provides a direct gateway between intimate partner abuse-related life-threatening situations, and safe and stable interim housing, with an ultimate goal of permanent housing. As CORA is San Mateo County’s only agency specializing in serving intimate partner abuse victims and survivors, our Safe House program plays a critical role in addressing local homelessness.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C To protect the safety and confidentiality of our clients, CORA is not able to disclose locations for our shelters, motel sites, businesses utilized, etc. However, in FY 22-23, 4 clients identified Colma as their city of residence. CORA is the only agency in all of San Mateo County providing comprehensive services specifically for survivors of domestic violence. In order to reach out to San Mateo County residents, including Colma residents, CORA publicizes its 24-Hour Crisis Hotline on its website and in other social media posts and publicity materials. In addition, CORA has an ERP (Emergency Response Provider) agreement with San Mateo County Sheriffs and Police Departments. This agreement ensures that responding officers at the scene of a domestic violence incident provide victims with contact information and referrals (which they are not required to accept) to CORA counselors and other supportive DV services. If the victim wishes to contact CORA at the time of the incident, the responding law enforcement will help facilitate the call.

CORA’s Safe House Program served a total of 26 individuals--12 adults and 14 children.

In addition, 14 survivors (9 adults and 5 children) benefited from emergency hotel services and did not enter the Safe House. The Safe House Programs provided resource referrals to 100% of clients entering shelter. 80% of clients exited to safe, alternative housing; the remaining 20% did not disclose their exit destination. 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C

CORA received contributions from the following other cities in FY 22-23:

Burlingame $3,100
Menlo Park $5,000
Redwood City $14,136
San Mateo $17,300
South San Francisco $21,500
San Carlos $50,000
San Mateo $17,300
CORA projects the following contributions from other cities in FY 23-24:

Burlingame $5,000
Menlo Park $5,000
Redwood City $14,136
San Mateo $17,300
South San Francisco $21,500
Foster City $10,000
San Mateo $17,300
X
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C 94-2481188

CATEGORY
10 ‐ Supportive
Housing
70 ‐ Advocacy
& Safe Haven
20 ‐Mental
Health   30 ‐ Legal
40 ‐ Crisis
Support
50 ‐
Community
Education  60 ‐ Prevention   80 ‐ Admin
90 ‐
Development
FY23‐24
BUDGET
Federal 1,045,310$        37,500$             44,639$               ‐$                     1,127,449$ State 700,000              175,953             521,914               643,823             422,196              103,393              161,268               111,691           ‐                       2,840,238$ County 493,503              135,365             449,528               80,000               492,365              7,270                   ‐                       1,658,031$ City 98,136               12,800               10,100                35,000                 ‐                       156,036$ Total Government 2,238,813$        446,954$          1,016,081$          736,623$           924,661$            138,393$             168,538$            111,691$        ‐$                     5,781,754$ Foundations 17,250               302,000               65,000               25,000                ‐                       ‐                       653,250           ‐                       1,062,500$ Indivdiual/Business 100,000             720,000           3,000                   823,000$ Corp Sponsors 120,000              120,000$
Speical Event 100,000              100,000$
Other ‐ Program Fees 1,000                   5,000               6,000$ Total Non‐ Government ‐$                     117,250$          302,000$             65,000$             25,000$              1,000$                 ‐$                     1,378,250$     223,000$            2,111,500$ Release Restricted
Assets 66,778                 29,014               35,745                147,619           279,156$ In‐Kind Revenue 259,583$            150,000$          60,000$               15,000$             200,000$        684,583$ Total Revenue 2,498,396$        714,204$          1,444,859$          845,637$           985,406$            139,393$            168,538$            1,837,560$     223,000$            8,856,993$ Direct Client Assistance 1,292,445           54,938               3,319                    2,000                  20,000                ‐                       ‐                       ‐                    3,000                   1,375,702 Salaries & Wages 598,592              262,734             889,127               521,971             635,729               78,454                 95,248                 1,409,385       151,125              4,642,365 Fringe Benefits 134,683              59,115               200,054               117,443             143,039              17,652                 21,431                 317,112           34,003                1,044,532 Total Personnel 733,275              321,849             1,089,181            639,414             778,768              96,106                 116,679               1,726,497       185,128              5,686,897 Professional Services Fees ‐                       ‐                      40,000                 42,956               ‐                       ‐                       3,250                   48,750             15,500                150,456 Program Supplies ‐                       1,800                 1,546                    ‐                       10,505                ‐                       6,627                   ‐                    ‐                       20,478 Office Expenses ‐                       1,426                 ‐ 2,844                  ‐                       ‐                       ‐                       43,411             2,100                   49,781 Technology & Communications 8,820                   2,280                 17,414                 2,058                  ‐                       ‐                       2,520                   281,212           10,960                325,264 Occupancy Expenses ‐                       133,932             ‐                        402                     ‐                       ‐                       ‐                       116,000           ‐                       250,334 Travel ‐                       1,220                 500                       2,104                  ‐                       800                      ‐                       11,533             2,550                   18,707 Marketing and Advertising 1,000                   6,300                 2,300                    ‐                       ‐                       ‐                       1,050                   ‐                    63,150                73,800 Staff development and training ‐                       900                    21,000                  250                     ‐                       ‐                       ‐                       33,500             1,500                   57,150 Depreciation Expense ‐                       ‐                      ‐                        ‐                       ‐                       ‐                       ‐                       138,777           ‐                       138,777 Insurance ‐                       ‐                      ‐                        ‐                       ‐                       ‐                       ‐                       40,579             ‐                       40,579 Interest Expense ‐                       ‐                      ‐                        ‐                       ‐                       ‐                       ‐                       52,000             ‐                       52,000 Board Expense ‐                       ‐                      ‐                        ‐                       ‐                       ‐                       ‐                       10,000             ‐                       10,000 Other Expense ‐                       ‐                      ‐                        ‐                       ‐                       ‐                       ‐                       33,000             7,000                   40,000 Indirect 203,273              39,559               209,599                138,609             176,133              42,291                 37,258                 (846,722)         ‐                       ‐ TOTAL EXPENSES 2,238,813$        564,204$          1,384,859$          830,637$           985,406$            139,197$            167,384$            1,688,537$     290,888$            8,289,925$ In Kind 259,583              150,000             60,000                 15,000               ‐                       ‐                       ‐                       200,000           684,583$ Investment Income (Loss) 49,627$           67,888$                $           117,515 NET INCOME (LOSS) (0)$                       (0)$                     0$                         (0)$                      (0)$                       196$                    1,154$                  (1,350)$           (0)$                       (0)$ CORA ‐ Community Overcoming Relationship Abuse
FY2023‐24 Board Approved Budget
DocuSign Envelope ID: 2240A4FD-3576-4BD3-81B8-3A1EAFC0ED4C

FY23-24 |BOARD OF DIRECTORS*

Linda Adler, Board Chair
Healthcare Consultant, Self-Employed

Dan Rave, Board Vice Chair, Finance Committee Co-Chair
SVP & Senior Lead Business Execution Consultant, Wells Fargo Wealth & Investment Mgmt

Phoebe Venkat, Treasurer, Finance Committee Co-Chair
Community Strategist, Self-Employed, and Planning Commissioner, Foster City

Jill Morris, Fund Development Committee Co-Chair
Store Leader, Everlane (Stanford)

Kevin Imboden, Fund Development Committee Co-Chair
Global Director for Market and Competitive Intelligence, EdgeConneX

Christelle Carlon, Board Development Committee Co-Chair Attorney, ADZ Law LLP

Karuna S. Chibber, Board Development Committee Co-Chair Evaluation & Learning Officer at The David and Lucile Packard Foundation

Michelle Fowler, Board Member
Self-Employed

Elizabeth Gomez, Board Member
Self-Employed – Gomez Iron Works

Donald “Duffy” Magilligan, Board Member
Partner, Cotchett, Pitre & McCarthy

Toni Martinez, Board Member
Director, Clinical Operations for Protagonist Therapeutics

Lara McDonald, Board Member
Principal and HR Consultant, LMM HR Consulting

Sarah Mirza, Board Member
Senior Staff Attorney and Ethics Advisor, U.S. Government Accountability Office

*
As of July 7th, waiting for final Board Vote to name new Secretary

Community Overcoming Relationship Abuse (CORA)
Town of Colma - Final Report
Reporting Period: July 1, 2022 – June 30, 2023

Community Overcoming Relationship Abuse (CORA) is grateful to the Town of Colma for continued support during FY21-22 (July 1, 2022 – June 30, 2023). The entirety of the $7,000 grant award was expended on CORA’s Safe House Program. This report covers the program’s accomplishments, challenges, and successes during the last award year.

PROGRAM ACCOMPLISHMENTS
During FY22-23, CORA’s Crisis Support Services (CSS) department responded to 4,542 calls to our 24-hour Crisis Hotline. When DV victims/survivors use this important service, they are referred provided with referrals to supportive services and assisted with safety plans as needed. Additionally, 81 individuals (43 adults and 38 children) were provided shelter through hotel stays, with a total of 477 individual bed nights provided. Some hotel clients also went on to stay in a CORA Safe House. In total, CORA’s emergency shelter options housed 36 adults and 35 children last fiscal year, with 5,833 individual bed nights provided. CORA’s shelter capacity has opened up more bed space since the start of 2023 and continues to provide many services to all clients. When CORA’s shelter occupancy is at capacity, clients are provided with hotel stays, San Mateo County Coordinated Entry System (CES) referrals, and emergency housing vouchers (EHV vouchers) from Housing Authority of San Mateo County. CORA shelter staff have been able to provide various services to shelter and motel clients such as increased emotional support and increased food support for clients due to generous donations from CORA’s community partners.

PROGRAM CHALLENGES
Challenges include the high need for more emergency shelter. CORA Safe House is limited in space as we have only a 28-bed capacity for all of San Mateo County. In addition, the confluence of trauma caused by the abuse contribute to the ongoing high mental health needs among the clients. CORA’s services have been able to support clients’ needs as well as our community partners.

CLIENT STORY
Ryan* called CORA’s 24-Hr Crisis Hotline because they had recently fled an abusive situation.

Ryan stated their partner has gotten particularly aggressive and threatened them with a knife and a nail gun, and also engaged in sexual and physical violence against them. Ryan mentioned that they had noticed that there have been multiple attempts to hack their bank and email accounts. Ryan reported that their partner had been threatening their friends and that was also a reason they decided they had to leave to protect others. Ryan stated that law enforcement was called by people who can hear them arguing. They stated they never wished to press charges because they never fully understood how bad the abuse was. Ryan stated that they've been offered help and perspective many times since they were 17, but did not begin to realize they needed it until now. CORA’s crisis counselor assessed the situation and offer motel services and provided them with transportation and food for the night. *name of the client was changed to protect confidentiality

Thank you for Colma’s continued support of DV victims in your community and across San Mateo County!
6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35 108,000

1 X
The mission of DCPLA is to raise private funds to supplement public funding of the Daly City libraries. We accomplish this by developing community, civic, and business support for fundraising, advocacy, and innovative programs that benefit our diverse community.

Daly City Public Library Associates

24 5220
PO BOX 3283 DALY CITY, CA 94015
Victoria Magbilang
[email protected]
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35 The funding will be used to purchase early education technology that supports literacy in children ages 5 and under. Education begins with curiosity as a child. When curiosity is fostered and developed in school age children this leads to a hunger for knowledge and encourages curiosity, and the cycle continues. Daly City Library Branches provide computers, tablets and Wonderbooks that are a catalyst for increased curiosity. The parents are encouraged to participate with the child. Each week there is a tech-one-on-one course for the families that is promoted through the library calendar which allows the librarians to help the families in a more specific way.

Daly City Public Library Associates seeks to develop community, civic and business support for fundraising, advocacy, and innovative programs that benefit our diverse community and promote greater awareness of the Library's valuable resources. Currently the Daly City Public Library is in need of increased funding for the early childhood literacy program, as the budget constraints for the current year do not currently have room for expanding the early literacy program and digital needs. 1 AWE Learning Computer @ $4, 215
Currently throughout the Daly City Library Branches there are seven of these computers, that were purchased many years ago. These are in popular demand and many families come to the Library with the main purpose of using the computers. In recent months, at least two of these computers have become unreliable (not responding or turning on) and very slow to use. We are asking the City of Colma to replace one of these computers. The early learning computers are available whenever the library is open. These computers offer programs and applications on them such as, ABC Mouse, Jurassic Words, Everyday Adventures and much more. Each computer is ready for children to use, with the goal of learning to read and reducing the learning gap to computer usage in these minority communities. These computers also have programs that help with using imagination to create with music, practicing early education fundamentals, developing creative problem-solving skills, expanding vocabulary and exploring different emotions. 5 LaunchPads @ $ 201
The LaunchPad program is a program where children are able to check out a learning tablet from the library. These LaunchPad tablets have learning applications in both English and Spanish. Children are able to read along with books, test their knowledge, and build a solid foundation for preschool and kindergarten. The goal is for children to master preschool skills from math to English, explore other languages, and practice the recognition of shapes, colors, numbers, and patterns. With the increase in fun during the learning process, children learn quickly and are soon reading books by themselves.

Other skills that are taught are counting, sorting, and basic math skills. Currently the Library has a few of these and adding more to the program will allow for a greater reach as there is often a waitlist for the LaunchPads.

Total request : $5,220 consisting of one AWE Learning Computer, $4,215 and 5 LaunchPad Tablets, $201 each.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35 The Library serves residents of San Mateo County, this represents over 110,000 residents in northern San Mateo County. The number of children under the age of 5 is around 6,500 at the last census. The majority of residents are foreign born, 51% of the population, therefore the Library is committed to providing English as a Second Language programs available to all citizens. The Daly City Public Library has a comprehensive plan for literacy improvement, including classes for children and adults.

As these families are taught the skills of reading and writing, their income potential increases along with their dream of a more integrated lifestyle. As a public library, the Daly City Public Library program for early literacy is available to all preschool aged children, regardless of socio-economic status, household income, family background, citizenship status, or race. The Library is a free resource to all residents.

We are requesting the same amount as last year.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35 The entire population of Colma is served by the Daly City Public Libraries, in their Serramonte (40 Wembly Dr.), John Daly (134 Hillside Blvd.), Westlake (275 Southgate Ave.), and Bayshore (460 Martin St.) locations. Invitations to the Daly City Public Library Associates’ programs, Author Talks, and events are advertised to Colma residents through social media, print advertising, direct mail, and word of mouth. Many Colma businesses are generous supporters of Daly City Public Library Associates events, such as; our annual St. Patrick’s Day luncheon.

Due to a number of factors, including personal and family health issues and a staffing shortage in the City of Daly City’s Public Works Department, I applied for and was granted a project extension to May 31, 2024. The collaboration between the State Library’s award of $5,000 and the Town of Colma’s award, Daly City Public Library is in the process of installing a StoryWalk in Gellert Park, adjacent to the Serramonte Main Branch, and one in the Bayshore Heights Park, adjacent to the Bayshore Branch.

Currently, the stories have been selected and the pedestals have been ordered and received. Panel design is nearly complete and ready for print. Once we receive the panels, we’ll be ready to install the StoryWalks. In the meantime we will be planning and promoting the StoryWalks and related programming.
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35

DCPLA receives no funding from other cities.

X
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35 27-3262898

Daly City Public Library Associates
Board of Directors- updated January 1, 2023

Executive Board

1. President: Monica Devincenzi (second term ends 12/31/2025) [email protected], mobile: (415) 218-0935

2. Vice President: Trisha deVera (first term ends 12/31/2023) [email protected] mobile: (650) 580-4847

3. Secretary: Caitlin Corley (first term ends 12/312023), [email protected], mobile:
650-451-8123

4. CFO: Amie Haiz (second term ends 12/31/2025) [email protected], mobile: (415) 290-4000

Board of Directors

5. Charles Cannon (first term ends 12/31/2025), [email protected],

6. Kristine Espinola (first term ends 12/31/2025), [email protected], mobile: (650) 274- 7003,

7. Mark Johnson (second term ends 12/31/2025), [email protected], mobile: (415) 265-4645,

8. Clayton Koo (first term ends 12/31/2025), [email protected], mobile (650) 455-4167

9. Teresa Proaño (second term ends 12/31/2025), [email protected], mobile: (650) 296-3161

10. Sara Watson (second term ends 12/31/2025) [email protected], mobile: (650) 868-5690

11. Jose Villalobos (first term ends 12/31/20224) [email protected], mobile: (415) 350-2231

DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35 2023 Budget
2023 Budget
INCOME
Direct Public Support
Individual & Business Contributions $5,000
Membership $10,000
Total Public Support Income $15,000
Special Event Income
St. Patrick's Day Luncheon
Fund the Need $15,000
Donations/Sponsorships $8,000
Youth Poet Laureate Event $5,000
Art & Lit Fest $25,000
Total Special Event Income $53,000
Grant Income $40,000
Total Income $108,000

EXPENSE
Program
Library Grants $30,000
Sponsorships $900
Total Program Expense $30,900
Operating
Bank Service & Merchant Fees $600
Dues & Membership $250
Filing Fees $50
Insurance (General Liability, D&O, Worker's $3,272
Webhosting Expense $350
Advertising & Marketing $750
Meeting/ Retreat Expense $1,500
Office Supplies $500
Director Compensation $26,400
Bookkeeper $5,000
Legal & Accounting $400
Membership & Admin Coordinator $3,000
Postage $500
Printing $1,000
Total Operating Expense $43,572
Fundraising
Grant writer $5,000
St. Patrick's Day Luncheon $3,000
Art & Lit Fest $2,000
Youth Poet Laureate competition $5,000
Total Fundraising Expense $15,000
Total Expense $89,472
NET INCOME $18,528
DocuSign Envelope ID: 739A4099-13FE-4423-B1EE-4F84BB865B35

June 29, 2023

Midproject Narrative Report
Grant Description
Name of Grantor: Town of Colma
Name of Grantee: Daly City Public Library Associates
Mailing Address: PO Box 3283, Daly City, CA 94015-3283
Telephone number: (415) 596-8194
Executive Director: Victoria Magbilang
Project Title: Storywalks
Date: September 24, 2021
Grant amount: $5,220

I applied for the California State Library’s 2022-2023 Parks Pass Grant with the intention of installing two StoryWalks and hosting programming around them by the end of June 2023. Due to a number of factors, including personal and family health issues and a staffing shortage in the City of Daly City’s Public Works Department, I applied for and was granted a project extension to May 31, 2024. This is a midproject narrative report for the Town of Colma.

With the State Library’s award of $5,000 and the Town of Colma’s matching award, Daly City Public Library will install a StoryWalk in Gellert Park, adjacent to the Serramonte Main Branch, and one in the Bayshore Heights Park, adjacent to the Bayshore Branch. We will also hold a kick-off event in each park featuring the StoryWalks and giving away drawing journals and colored pencils.

The Bayshore community was selected because it has the highest percentage of residents living below the poverty line in Daly City and the Serramonte area was chosen because of the number of families that frequent the area.

Youth Services Manager, Sarah Spence, helped select our two picture book titles. The Bayshore StoryWalk will present Woodland Dreams, written by Karen Jameson and illustrated by Marc Boutavant. In Gellert Park we will present Where’s Rodney?, written by Oakland-based author Carmen Bogan and illustrated by Floyd Cooper. In Woodland Dreams, the protagonist is seen drawing her observations from her walks through the woods around her house. In Where’s

Rodney?, a young boy dreams of being outside. Each will be a great jumping off point for nature-based programming.

Since we plan to have the StoryWalks in place for 1-2 years at a time, we are using permanent frameless pedestals from Envirosigns. The panels are currently being designed by Derrick Shiu and his supervisor, Romeo Benson, in the Recreation Division. Recreation is also assisting us with translating introductory content on the first panels into Spanish and Chinese. The panels will be produced by a local print shop, Sterling Graphics. The same materials will be used as those in San Francisco Public LIbrary’s Presidio StoryWalk, which was on display and in good condition for about 1.5 years in a similarly foggy, windy climate. The Bayshore StoryWalk will include 14 panels and the one in Gellert will include 20, for a total of 34 pedestals and panels.

Both parks will require some creativity in placing panels in a logical but also aesthetically pleasing manner.

Library Services Manager Chela Anderson and I met with staff from the Daly City Department of Public Works’ Maintenance and Parks divisions and the Daly City Recreation division to review and assess each of the parks for feasible sites for each post and panel. Limitations at Gellert Park include the inability to place frames in spots lawn mowers need to go over, areas with sprinkler systems, and spots too close to soccer fields, baseball diamonds, or handball courts.

Limitations at Bayshore Heights Park include lack of space. However, the walking path makes it possible to have an obvious loop.

At both parks, we will try grouping panels in groups of two and three when possible.

We have ordered and received the pedestals. Panel design is nearly complete and ready for print. Once we receive the panels, we’ll be ready to install the StoryWalks. In the meantime we will be planning and promoting the StoryWalks and related programming.

Outcomes and Evaluation

The following are outcomes we have set and how we plan to achieve and measure them:
● Use of equity, diversity, inclusion, and/or belonging in the implementation of the Storywalks
○ We are translating the introductory content on the first panels into Spanish and Chinese. Promotional materials will also be translated. ○ We will count the number of new library users from Spanish and Chinese surveys returned.
● Increased awareness among families with children 0-18 of the library’s presence in the community and what it has to offer
○ Promotion and outreach via community partners will be critical. ○ We hope the StoryWalks themselves and related programming will draw new users to the libraries.
○ We’ll use these survey questions: Did you visit with any youth 0-18 today? Have you used the library before? Did you learn something new about what the library has to offer? How likely are you to visit the library again? ● Positive health outcomes
○ We hope the StoryWalks will encourage community members to enjoy being outdoors as well as the associated health benefits.
○ We’ll use the survey question: I believe that spending time outdoors as part of this library program/activity/resource was beneficial for my health (strongly agree, etc.).
● Increased usage of Parks Passes
○ We hope drawing new users to the libraries will increase awareness of this service.
○ We will capture Parks Passes circulation data before and after installation of the StoryWalks.

Budget

Item Cost Per Item Estimated Total Incl.

Tax & Shipping
Actual Cost
Panels from Sterling
Graphics, 34
$105 $4,054.39
Frameless Pedestals
from Envirosigns, 34
$141.38 $5,961.99 $5,961.99
Hardware to attach
Panels to Pedestals
from McMaster or
Home Depot
$300.00
Drawing Pad and
Colored Pencil Set from
Amazon, 50 Sets
$320.00
TOTAL $10,636.38 $5,961.99

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
(Exempt Organizations Only)
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: _______________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C 16 2,520,279
X
[email protected]
Our mission is to ensure young people reach their full potential and thrive through optimal health, empowerment and strong support networks. 86 350 90th Street, 3rd Floor, Daly City, CA 94015
10,000
Daly City Youth Health Center
6504651119

Mackinnon Ross

6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C The Daly City Youth Health Center (DCYHC) was founded in 1990 in response to the health disparities among BIPOC low-income youth in San Mateo County. DCYHC is a unique school-linked program of the Jefferson Union High School District (JUHSD) and clinical satellite facility of the San Mateo Medical Center (SMMC). DCYHC services include primary health care, behavioral health counseling, substance use prevention services, and comprehensive sexual health education. Our mission is to ensure young people reach their full potential and thrive through optimal health, empowerment and strong support networks.

Primary Care: Our decades-long partnership with SMMC has enabled us to provide a higher level of care that brings a variety of providers and client systems together to function as a collaborative wrap-like team. Our physician-led medical services include diagnosis and treatment of illnesses, referrals to specialists, physicals, immunizations, STI testing and treatment, etc.

Behavioral Health: We support youth and their families to heal intergenerational trauma and replace maladaptive relational patterns with healthy supportive communication to successfully navigate school, relationships, and adulthood. DCYHC provides mental health screenings, Severe Mental Illness (SMI) and Mild/Moderate mental health services to youth ages 6 to 26 and their families.

Substance Use Prevention: Be The Change (BTC) trains youth leaders to facilitate substance use prevention presentations and youth-led research. Innovative Strategies for Prevention and Intervention through Restorative Education (INSPIRE) is a social justice approach to address inequitable suspensions of BIPOC students due to substance use by using Brief Interventions.

Educational Programs: Project PLAY (Peer Leadership Alternatives for Youth), trains youth leaders by increasing their sexual health knowledge, empowering them to self-advocate, establish boundaries, and peer educate using socio-emotional learning.

Our 10-day sex education curricula, which meets 92% of the California Healthy Youth Act law, and our 5-day Refresher curricula, serves about 1,000 unduplicated youth yearly
Funding will support our general operations and programs, which support youth and families in San Mateo County. This year, our goals include:
1) Primary Medical Services - For the upcoming year, the program goal is to provide primary healthcare services to a minimum of 1,700 unduplicated youth and young adults.

2) Behavioral Health Counseling Program – Behavioral health clients will achieve an average of at least a 60% reliable or clinically significant improvement in their wellbeing. For the upcoming year, the program goal is to provide behavioral health screening and counseling to a minimum of 300 unduplicated youth and young adults. 3) Project PLAY (Peer Leadership Alternatives for Youth) – In fiscal year 23-24, PLAY will provide health education to a minimum of 1,000 unduplicated teens and young adults and train a minimum of 60 peer health educators. 4) Alcohol and Other Drugs (AOD) - In fiscal year 23-24, AOD will reach 500 students through community education presentations and 30 students through INSPIRE. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C Our greatest need is general operating support to continue providing high quality services and programs to the youth of San Mateo County. San Mateo County’s Suicide Prevention Roadmap of 2017-2020, found that compared to neighboring counties, San Mateo County has the highest rate of self-injury hospitalizations for youth. A majority of the youth we serve are living in inadequate housing, are homeless, or are at-risk for homelessness. According to the CA Healthy Kids Survey, 51% of 11th grade students reported chronic sadness or hopeless feelings and 16% seriously considered attempting suicide in 2020. Students in Thornton High School in Daly City reported a rise in Alcohol and Marijuana usage in 2021 from 57% and 68%, respectively, to 80% for both - likely exacerbated by the pandemic. The 2021 California Health Interview Survey (CHIS) states, “36.7% of respondents ages 13 to 17 said they needed help for emotional or mental health problems, but 26.2% of them did not receive any counseling in the past year.”
While we have addressed the mental health barriers for clients who qualify for Medi-CAL, we continue to see a significant number of community members who fall into the “middle class.” They do not qualify for Medi-CAL, and are unable to afford mental health services due to the high cost of living in this area. Even people who have private health insurance have come up against barriers to accessing and receiving timely care.

Further general operating support is important to DCYHC as we are experiencing significantly higher volumes of youth seeking services. We have expanded our mental health, substance use prevention, and education services and have higher costs related to more staff and infrastructure.

We are a centrally located health center that supports surrounding cities, including Colma. We support Colma youth and families by providing free mental health services, medical care, and health education. We strive to make our services accessible to all by not only outreaching to Colma citizens, but also by going directly to our clients when needed. Including their homes and other community locations.

DCYHC serves as a one stop shop where community members can address needs surrounding physical and mental wellbeing and receive case management support around needs such as housing and food insecurity, obtaining health insurance and linkage to other community resources. If families cannot come to our on-site location, we bring services directly to them. DCYHC serves as a Federally Qualified Health Center (FQHC), bridging together medical, behavioral health and school based care. The relationship with the Behavioral Health team and San Mateo County Medical Center (SMMC) under one roof as one health center, working in partnership with the Jefferson Union High School District (JUHSD) enables us to reach more youth and address their needs in a comprehensive and integrated way.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C People who are worried about their very basic needs such as shelter, food, and physical health, are often unable to devote time and energy to their mental health needs, while their mental health is increasingly impacted by their struggles. The Town of Colma grant supported our efforts to provide snacks and sustenance to our clients which served to increase their capacity to address their mental health challenges.

The generous donation of $6,000 from the Town of Colma enabled our mental health team to provide healthy and nourishing snacks and drinks to our youth engaging in individual and group mental health services. The following is how the $6,000 was spent:

Individual Counseling Snacks $2,548.65
Peer Support Group Snacks $3,451.35 Total
$6,000
A. We have provided 11 Colma residents with health services in 2022-2023.

B. Daly City Youth Health Center is located at 350 90th Street, Floor #3 in Daly City.

We serve clients at our location, within local schools, and in our client’s homes or community.

C. Outreach: We have expanded our outreach efforts by tabling at back to school nights and community fairs, posting to social media, and forging new community partnerships.

These efforts resulted in a dramatic increase of visits to our website, self-referrals, and outside community referrals. Additionally, we have made significant efforts toward engaging caregivers, and in particular our immigrant population, who experience increased barriers to accessing care. Successfully engaging this population in treatment takes a skillful approach, where being trauma-informed is especially critical.

By popular request, we’ve continued our ongoing Single Mothers Support Group and opened it up to all mothers. This group aims to fortify our clients' caregivers so they are better equipped to care and support our clients. We also plan to expand our groups to include poetry, art, and movement based therapeutic groups for youth this year. 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C We did not request or receive funding from other cities in FY 2022-23 and are not aware of current available funding from other cities that we are eligible for FY 2023-2024.

X
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status

Optional Attachments

DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C 94-3083772
Revenue
Carry Over 2022-2023 -
Committed Revenue 303,000.00
Expected Revenue 2,529,479.04
TOTAL REVENUE 2,832,479.04$

Expenses
Salaries 1,467,124.33
Salaries Total 1,467,124.33
Benefits 707,341.31
Benefits Total 707,341.31
Total Salary/Benefits 2,174,465.64$

Materials/Supplies (awards, curriculum, food, printing) 25,732.70 Meeting PD Supplies 16,893.65
Office Supplies -
Custodial Supplies 3,320.00
Non Capitalized Equipment -
Conference/training/fieldtrips/travel Mileage 12,400.00 Dues and Memberships 20,500.00
Repairs 15,000.00
Leases/Maintenance Agreements/Printer 1,000.00
Consultant (Art Therapy, Security System) 85,140.00
Fingerprinting 450.00
Rent 205,949.28
Janitorial Service 23,940.00
Student Awards 10,500.00
Communications (zoom) 1,600.00
Postage 1,100.00
Indirect Expense 214,337.29
Total General Expenses 637,862.92$
TOTAL EXPENSES 2,812,328.57$

NET SURPLUS/DEFICIT 20,150.47$
Daly City Youth Center 2023-2024 Organizational Budget
Executive Board - 2023
Andrew Lie, President
Daly City Resident
Director of Finance at Perkins + Will
Kalimah Salahuddin, Vice President
Pacifica Resident
Coordinator at Exelixis
Rosie Tejada, Clerk
Pacifica Resident
Litigation Practice Assistant at Kirkland & Ellis
Jerome Gallegos, Trustee
Pacifica Resident
Project Manager at Brady Air
Sherrett Walker, Trustee
Pacifica Resident
Attorney
DocuSign Envelope ID: 5B441A66-3D0F-4A8A-8D6B-5897E99DA06C Daly City Youth Health Center
Final Colma Report for 22-23
[email protected]
POC: Mackinnon Ross
Grant Report Requirements
(a) By June 30, 2023, or within 90 days after completion of the program or project, whichever is earlier, Grantee will present a final report to the T own that:
(i) Describes the results of the program or project funded by the grant; People who are worried about their very basic needs such as shelter, food, and physical health, are often unable to devote time and energy to their mental health needs, while their mental health is increasingly impacted by their struggles. The T own of Colma grant supported our efforts to provide snacks and sustenance to our clients which supported their efforts to address their mental health challenges.
(ii) Evaluates the results of the program or project funded by the grant; and Our results show that, of the last 100 closed cases, 78.1% of our clients achieved reliable or clinically significant change in their wellbeing. We also had 4,585 mental health encounters which was over 1,000 more encounters than we originally projected. (iii) Provides an accounting of the use of the grant funds.

The generous donation of $6,000 from the T own of Colma enabled our mental health team to provide sustenance and snacks to our youth seeking individual and group mental health services. The following is how the $6,000 was spent:

Individual Counseling Snacks $2,548.65
Peer Support Group Snacks $3,451.35
Total $6,000
(b) If the program or project is not completed by June 30, 2023, Grantee shall present an interim report by then describing the status of the program or project and its expected completion date.

N/A

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 [email protected]
X

(650) 348-6660
3,209,324.91
HIP Housing (Human Investment Project, Inc.)
Laura Fanucchi
5,000
67 41
800 South Claremont Street, #210, San Mateo, CA 94402
HIP Housing’s mission is to invest in human potential by improving the housing and lives of people in our community. Every year, HIP Housing’s Home Sharing Program, Self Sufficiency Program, the newly launched Housing Readiness Program, and Property Management Division work in tandem to prevent homelessness, counter displacement, and enable more than 1,200 low-income individuals in the Town of Colma and throughout San Mateo County to find, or remain in, decent, stable, and affordable housing.
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 HIP Housing’s Home Sharing Program is a time-tested solution to the affordable housing challenge in San Mateo County. The program is the only one of its kind in the County, and one of the most efficient strategies to create readily-available, affordable housing. The program is successful because it’s built on the following tactics:

1. The creation of new affordable housing through the use of existing housing stock. By making more efficient use of existing housing inventory, the Home Sharing Program creates new affordable housing opportunities for low-income individuals and families in Colma.

2. A thorough and in-depth matching process. Clients begin the home sharing process by completing a detailed application. Program staff follow up by interviewing the client and understanding their specific needs, and carrying out local reference and background checks. Once clients are matched, staff bring both parties together to help them outline their expectations and agree on rights and responsibilities.

3. Creative and unique solutions for clients. Home Sharing staff will regularly arrange a Reduced Rent Exchange, in which one person completes light household chores in exchange for reduced rent.

4. Ongoing client services and support. Staff check in frequently with matched clients and provide technical support and mediation services.

As a result of this in-depth process, the average Home Sharing match lasts 4.5 years.

At its core, the Home Sharing Program assists those who are struggling to find a decent, stable, and affordable home, or who are trying to remain in their existing home; the program has evolved into a vital resource for people of all ages and backgrounds.

The public purpose for the requested funding is “Option A: Provide shelter, food, or clothing to persons in need of the Necessities of Life." HIP Housing respectfully requests a grant of $5,000 from the Town of Colma. If our request is approved, this grant will be used to support the activities of our innovative Home Sharing Program in FY 2023-2024. This funding will also help support residents of Colma who are receiving services from our Self Sufficiency Program and Housing Readiness Program.

HIP Housing’s Home Sharing Program matches people who have space in their home to share, with people who are searching for an affordable place to live. By making more efficient use of existing housing resources in Colma, the Home Sharing Program provides a unique, creative, and affordable solution to the lack of affordable housing in the Town of Colma, and throughout San Mateo County. In addition, our Self Sufficiency Program provides housing scholarships and intensive trauma-informed case management to low-income parents and transitional-aged foster youth in school to increase their earning power. Our Housing Readiness Program offers follow-up and case-management support to individuals who contact us for affordable housing resources. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 With your support in FY 2023-2024, HIP Housing’s Home Sharing Program will make more efficient use of the Town of Colma’s existing housing stock and expand access to stable and affordable housing in Colma. Our staff will enable struggling renters to avoid displacement; help low-income individuals find a stable, affordable place to live close to work, school, and family; and allow older adults and people with special needs to live independently in their own home.

In the Town of Colma during FY 2023-2024, Home Sharing staff will:
--Provide housing information, referrals, and assistance to 5-10 individuals who live and/or work in Colma.
--Interview, screen, and provide housing assistance to 2-3 individuals who live and/or work in Colma.
--Place 1-2 individuals in new affordable home sharing matches in Colma. --Provide ongoing support to 2-5 Colma residents matched in previous years.

We also recognize that the municipalities throughout the County are interconnected – often, individuals commute between cities for work, school, and family. In total, across San Mateo County in FY 2023-2024, Home Sharing staff will interview and screen 540 new clients for the program and help 375 people to find, or remain in, an affordable home sharing match. Additionally, in FY 2023-2024, our Self Sufficiency Program staff will support 52-60 families (60-70 adults & 80-100 children) on their journey to financial independence and security. Our new Housing Readiness Program will provide follow-up case management services to 250 individuals who contact our agency for assistance on housing-related issues. We anticipate a majority of these clients will be low-income older adults seeking guidance on applications for affordable housing. Our Property Management Division will increase our number of owned/managed units to 501 by leasing 39 units at an additional property in Redwood City, ultimately housing 820 tenants in FY 2023-2024.

This section is not applicable.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 A. With grant support from the Town of Colma in FY 2022-2023, HIP Housing’s Home Sharing staff:
--Provided housing information and referrals to 2 individuals who live and/or work in Colma.
--Interviewed, screened, and provided housing assistance to 3 individuals who live and/or work in Colma.
--Enabled 4 individuals who live and/or work in Colma to find, or remain in, affordable housing through the Home Sharing Program.

B. Home Sharing Program staff offer hybrid services to clients, either supporting clients over the phone, Zoom, or in our main office at 800 South Claremont Street in San Mateo. Home Sharing Coordinators have also resumed making home visits if requested by Home Providers.

C. Agency outreach activities targeting the Town of Colma in FY 2022-2023 included:
--Advertising - we advertise our programs via ads and articles in the Daily Journal (digital and print), City e-newsletters, Highway billboards, and smchousingsearch.org. --E-blasts, flyers, and mailing - we sent monthly informational flyers to the faith community, school districts, HR directors, city representatives, non-profits, housing advocates, homeowner associations, and city councils.
--Media - the program was featured on Bay Area Bountiful, Nor Cal Public Media. --Presentations - we presented on the benefits of our Home Sharing Program at Colma’s Town Council and at the Colma Community Fair in July 2023.

The $5,000 contribution from the Town of Colma for FY 2022-2023 was allocated to the salaries of our Home Sharing Program Coordinators. Thanks to your generosity and support, they were able to achieve the following outcomes during FY 2022-2023:
--2,145 individuals from across the County contacted our agency for housing information and assistance.
--519 were interviewed and screened by Home Sharing staff. --60 individuals were matched in new affordable Home Sharing arrangements. --291 clients matched in previous years received ongoing support services from program staff.

The financial relief that Home Providers and Home Seekers experienced through the program in FY 2022-2023 was immense. Before finding a housemate, Home Providers in San Mateo County served by the Home Sharing Program spent an average of 23% of their income on housing, while Home Seekers spent an average of 26% of their income on housing. After matching with a housemate, Home Providers reduced their housing costs to an average of 12% of their income, while the cost of housing for Home Seekers lowered to 22% (and they were able to move or remain close to family, work, and/or school). Of the people served by the Home Sharing Program in FY 2022-2023: 95% were low-income, poverty level, or below; 38% were homeless or at-risk of homelessness; 41% of our program clients were 65+ years of age; 59% were women; and 30% lived with a disability. Our program clients reflect the racial and ethnic diversity of the low-income population in San Mateo County – 41% were White, 22% were Hispanic/Latino, 13% were Asian, 15% were Multiracial, 6% were Black, 2% were Native Hawaiian/Pacific Islander, and 1% were American Indian/Alaskan Native.

We could not have had the impact we did in FY 2022-2023 without your support. Thank you for your partnership and commitment to affordable housing solutions! 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 X
• Atherton: FY 2022-2023 $2,500 received; FY 2023-2024 $15,000 approved • Belmont: FY 2022-2023 $5,000 received; FY 2023-2024 $5,000 approved • Brisbane: FY 2022-2023 $5,000 received; FY 2023-2024 $5,000 projected • Burlingame: FY 2022-2023 $3,660 received; FY 2023-2024 $5,000 projected • East Palo Alto: FY 2022-2023 $2,500 received; FY 2023-2024 $2,500 received • Foster City: FY 2022-2023 $5,000 received; FY 2023-2024 $5,000 approved • Half Moon Bay: FY 2022-2023 $1,000 received; FY 2023-2024 $1,000 received • Hillsborough: FY 2022-2023 $2,500 received; FY 2023-2024 $2,500 received • Menlo Park: FY 2022-2023 $12,000 received; FY 2023-2024 $12,000 projected • Millbrae: FY 2022-2023 $5,000 received; FY 2023-2024 $5,000 approved • Pacifica: FY 2022-2023 $1,000 received; FY 2023-2024 $1,000 received • Portola Valley: FY 2022-2023 $3,000 received; FY 2023-2024 $3,000 approved • Redwood City: FY 2022-2023 $10,000 received; FY 2023-2024 $10,000 approved via Measure K Discretionary Funding in District 4
• San Bruno: FY 2022-2023 $30,000 received; FY 2023-2024 $30,000 approved • San Carlos: FY 2022-2023 $20,000 received; FY 2023-2024 $20,000 projected • San Mateo: FY 2022-2023 $50,000 received; FY 2023-2024 TBD • South San Francisco: FY 2022-2023 $12,000 received; FY 2023-2024 $12,000 approved • Woodside: FY 2022-2023 $2,500 received; FY 2023-2024 $2,500 approved 6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 94-2154614

HIP Housing (Human Investment Project, Inc.)
Board of Directors 2023-2024
Board members may serve a nine-year term.

One-year extensions may be granted on a case-by-case basis.

Mr. Aaron Aknin
Principal
Good City Company
Board term began 3/2021

VICE PRESIDENT
Mr. Joshua Amoroso
Executive Vice President
Lockehouse Retail Group, Inc
Board term began 9/2019
Mr. Ian Bain
Vice President, Corporate Communications
Enterprise DB
Board term began 10/2021
Ms. Lauren Boro
Real Estate Attorney
Carr McClellan P.C.

Board term began 9/2018
Ms. Sophia Brink
Legislative Aide/Project Manager
Office of San Mateo County Supervisor David Canepa
Board term began 10/2021
Ms. LaTisa Brooks
Principal/General Manager
Piccadilly Catering & Event Solutions
Board term began 3/2021

TREASURER
Ms. Nancy Bush
Senior Vice President
Beacon Business Bank
Board term began 9/2017
Mr. Napallo Gomez
Manager, Enterprise Customer Team,
Service Planning and Design
PG&E
Board term began 11/2022
Ms. Ripple Grewal
HR Director
Four Seasons Hotel
Board term began 11/2022
Ms. Rocsana Enriquez
Program Manager, Future Profits Bay Area
Able Works
Board term began 9/2019
Ms. Kalah Espinoza
Board term began 9/2019
Ms. Mary Leahy
SVP, Global Partnering and Shared Services
Franklin Templeton
Board term began 11/2022
Ms. Carolyn Moore
Chief People Officer
InfluxData
Board term began 9/2015

PRESIDENT
Ms. Meris Ota
Senior Vice President
Trammell Crow Company
Board term began 9/2016
Dr. Jennifer Taylor-Mendoza
President
College of San Mateo
Board term began 6/2015
Mr. Rob Zirkle
Founder / CEO
Brick Inc.

Board term began 9/2022
DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 HIP Housing Programs Operating Budget- FY 23/24
17/24/2023
HIP Housing (Human Investment Project, Inc.) FY 23-24 Budget Fee Revenue
Developer Fees 110,000.00
Total Fee Revenue 110,000.00
Contribution and Grant Income
Foundation and Corporate Grants 905,500.00
Government Grants 296,500.00
Individual Donations 256,257.00
Special Events 224,491.00
Special Purpose Grants 50,000.00
Total Contribution and Grant Income 1,732,748.00
Other Revenue
SSP Program Fees 42,000.00
Support from Affiliates 975,000.00
Surplus Cash Distribution 465,814.68
Total Other Revenue 1,482,814.68
TOTAL REVENUE 3,325,562.68

OPERATING EXPENSES
Payroll & Related Expenses
Benefits- 401K (Employer) 78,498.00
Benefits - Pension 0.00
Benefits Health Ins. 202,928.00
Bonus Expense 30,000.00
Employer Elect 0.00
Payroll - Maintenance 0.00
Payroll Processing Fees 9,093.53
Payroll & Related Costs 0.00
Payroll Taxes-Other 129,008.00
Salaries 1,686,385.00
Temporary Help 0.00
Unemployment Compensation 3,417.41
Vacation/PTO Expense 0.00
Workers Comp Insurance 11,467.00
Total Payroll & Related Expenses 2,150,796.94
Rent Expenses
Rent-Office 247,326.24
Total Rent Expenses 247,326.24
Administrative Expenses
Adminstrative Expenses 8,300.00
Advertising/Promo/Mkt 49,521.36
AH Incentive - Provider < $1,000 4,000.00
Audit Expense 10,500.00
DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 HIP Housing Programs Operating Budget- FY 23/24
27/24/2023
Bank Service Charges 5,912.60
Board Expense 12,400.00
Computer Expense 40,372.74
Software/Technology 16,091.81
Conventions and Meetings 2,263.99
Dues and Subscriptions 9,739.00
Expenses Supported by Grants 56,500.00
In-Kind Expenses 10,122.41
Legal Fees 7,315.00
Credit Reports 511.01
Mileage and Travel Expense 3,030.11
Miscellaneous Expense 8,254.42
Miscellaneous HR 7,672.77
Office Equipment - Non Capitalized 8,600.00
Office Supplies 9,491.05
Training and Staff Development 59,362.99
Recruiting Expenses 5,340.89
Volunteer Expense 1,723.00
COVID-19 Expenses 600.00
Total Administrative Expenses 337,625.15
Operating and Maintenance
Postage and Delivery 9,303.75
Printing/Copying/Reproduction 31,916.42
Professional Fees 162,549.13
Telephone 38,536.00
Total Operating and Maintenance 242,805.30
Taxes and Insurance
Insurance (Property Fire and Liab.) 10,657.28
Total Taxes and Insurance 10,657.28
Service Expenses
HIP Housing Scholarship 160,000.00
SSP Supportive Services- Other 12,000.00
Workshops 12,480.00
Special Needs 22,500.00
Self Suff. Counseling 5,000.00
Eligibility Expenses 400.00
Adopt A Family 7,500.00
Total Service Expenses 219,880.00
Financial Expenses
Annual Bond Issuer Fee 234.00
Total Financial Expenses 234.00
TOTAL OPERATING EXPENSES 3,209,324.91

OTHER EXPENSES
DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951 HIP Housing Programs Operating Budget- FY 23/24
37/24/2023
Fundraising Expenses 71,581.74
TOTAL OTHER EXPENSES 71,581.74
SURPLUS (DEFICIT) 44,656.03
DocuSign Envelope ID: 00B86957-8702-4A14-BA13-94D9BA3B3951

July 19, 2023

Mr. Brian Dossey
Town Manager
Town of Colma
1198 El Camino Real
Colma, CA 94014

Dear Brian,

HIP Housing’s mission is to invest in human potential by improving the housing and lives of people in our community.

Over 1,200 adults and children maintain affordable housing annually through our Home Sharing, Self-Sufficiency, and Property Development programs. And we’re excited to launch our fourth program, Housing Readiness, which will assist the most vulnerable members of our community with case management support and connection to housing resources.

The City of Burlingame’s support of our work is significant and allows us to achieve our mission while expanding services in San Mateo County. Below is a summary of the activities accomplished in Burlingame and Countywide during FY 22.23.

TOWN OF COLMA HIGHLIGHTS

• # of Intake Calls received by Colma residents two households • # of applications from Colma residents or employees: three households • # of new Home Sharing matches with a Colma resident: one household • # of matched Home Sharing clients who work in Colma: two households

Funding Allocation
The $5,000 contribution from the Town of Colma was allocated to the salaries for the Home Sharing Program Coordinators.

COMMUNITY OUTREACH

Staff, volunteers, and interns increased awareness in the community about our services by establishing partnerships, conducting presentations, and developing marketing materials in multi-languages. Outreach activities included:

Ads/Articles in city e-newsletters, Coastside Living Magazine, Daily Journal, Electronic billboards in San Carlos and Foster City, Half Moon Bay Review, KHMB, Housing Leadership Council’s Housing Guide, Coastside Buzz, Senior newsletters, Pacifica Voice, Pacific Tribune, Ravenswood School district newsletter, San Mateo Chamber, Parks & Recreation guides.

Inservices were conducted by ACCEL San Mateo County, Aging & Adult Services, EPA Can Do, Help Me Grow, Life Moves, NOVA Works, Second Harvest of Silicon Valley, and San Mateo County’s Human Services Agency.

Marketing material distribution to CORE Community Centers, 39 San Mateo County Libraries, Child Care Providers, Mental Health Matter events, Pacifica Homeowners, and Therapists.

Networking meetings were attended, including Ending Homelessness, HOPE Interagency Council, Immigrant Inclusion Network, Inclusive Leaders in a Virtual World, Millbrae Housing Element meeting, New Beginnings Coalition, Pacifica Collaborative, Redwood City Interagency Forum, San Carlos Housing Element meeting, San Mateo/Foster City school district partners, Sequoia Hospital Community Health Advisory Committee, Westcoast Home Sharing Collaborative.

Presentations were conducted to the American Association of Univ. Women, Atherton ADU presentation, City Councils in San Mateo County, East Palo Alto Library, Fair Oaks Senior Center, Foster City Library, Home Sharing Lunch and Learn, Immigrant Inclusion Committee, National Hispanic Organization of Realtors, Peninsula Family Service, Phase to Careers, Redwood City Housing & Human Concerns Committee, Redwood City North Fair Oaks library, Redwood City Promotores, San Carlos library, Senior Roundtable, St. Matthews Church, Supervisor Corzo’s legislative aid.

Social Media posts on Craigslist, HIP Housing’s Social media channels, Nextdoor.com, and Patch.

Tabling Events included Active Aging, Burlingame on the Avenue, Burlingame Senior fair, Celebration of the Arts festival, Colma Resource fair, CSM Food Distribution, Daly City health & resource fair, Doelger Senior Center fair, Earth Day event in Menlo Park, Foster City Health Fair, Hillsborough’s Neighbor Fest, Hometown Days – San Carlos, Housing Leadership Day, Mental Health Association training, Millbrae Health and Wellness event, NDNU Wellness event, OYE Latin X conference, Peninsula Volunteers open house, San Carlos Pride, SMC Employee Benefits Fair, SMC Inclusion Festival, St. James church event, St. Matthews Church, Voices of Recovery resource event.

HOME SHARING PROGRAM HIGHLIGHTS

498 individuals applied to the Home Sharing Program and received ongoing housemate, housing, and community resource information.

• Average age of Home Providers was 66, and Home Seekers 51. • Sixty-three percent of the Home Seekers were homeless or at risk of homelessness • Thirty-two percent of applicants were living with a disability. • Trends: Clients with incredible debt; Home Providers needing more care from their housemate because of the high cost of caregiving; applicants with extremely low incomes; increase in homeless seniors; increased utility expenses; job loss; mental health challenges, job relocation.

25 home sharing matches were arranged for 64 individuals.

• Before having a housemate, Home Providers spent 23% of their income on housing expenses, and Home Seekers spent 26% on housing costs. After a housemate moved in, Home Providers were able to reduce their housing costs to 12% of their income, while Home Seekers were able to find a new housing arrangement and keep their housing costs at 22% of their income.
• An additional 296 applicants remained in their home sharing match made before the fiscal year.

Additional highlights:
• All 20 jurisdictions listed HIP Housing in their updated Housing Element • Home Sharing team hosts a Lunch and Learn hour. Over 100 community members registered. • Home Sharing clients are sent a survey to provide feedback about their interview and application experience. 84% said our staff is friendly and courteous; 88% said the process was clearly explained. One of the clients commented: “The process was easy and seamless for me.”
• Due to outreach efforts with the Community College SparkPoint Centers, Daniel Barrera, Outreach Specialist, attended a food distribution event and distributed over 400 flyers to recipients who drove through the event to pick up food. Similar events at Skyline and Canada College have been scheduled

HOUSING READINESS PROGRAM

During FY 22.23, HIP Housing’s staff provided housing and community resource information to 2,145 individuals.

Whether connecting callers to our programs or answering questions about navigating the affordable housing landscape, we aim to share as much information as possible so that the caller understands the available resources. Our vision has always been to take one more step in providing support, thus, creating the Housing Readiness Program.

In September 2022, a San Jose State Masters of Social Work intern, HIP Housing staff, and a former Board member helped us design the Housing Readiness Program (HRP) framework. Our intern has been working with older adults with very low incomes, technology challenges, or language barriers. The case management support activities include helping individuals apply to affordable housing waiting lists, including the Department of Housing’s subsidized RentCafe portal, while also assessing community resources such as CalFresh or organizations that assist with move-in costs. The program's goal is to prepare individuals better to understand how to access affordable housing and help them gain lodging. As a result of initial efforts, five individuals who received assistance found affordable housing through the HRP.

During FY 23.24, HRP will expand by following up with every caller who receives housing information, creating a weekly eblast with housing and community resources, training volunteers and interns to manage the program, and increasing the number of clients who receive more intensive case management.

One of the first clients to participate in our Housing Readiness Program is Basil and his two brothers, Andrew and Anthony. The brothers were living with their sister and her family in Pacifica until she decided to move to Arizona. Facing homelessness, the three brothers worked with our Program Coordinator, Montse, to complete applications for affordable housing. With a lot of follow-up support from Montse, they were able to secure affordable housing in East Palo Alto. The process took nearly six months but was well worth the wait. Montse helped secure move-in costs from the Daly City Community Center and coordinated correspondence between the Housing Authority and the three brothers. Andrew is an older adult who lives on a fixed income; Basil is disabled on a fixed income, while Anthony works as a caregiver by trade. Now the three brothers have stable, permanent housing due to Montse’s efforts and their consistent follow-through with her.

PROPERTY DEVELOPMENT

In 2022, the Property Management Division housed 705 tenants at HIP Housing-owned and -managed properties. The organization also began leasing at an additional property (22 units), which increased the number of HIP-owned and - managed units to 462. In FY 2023-2024, HIP Housing will increase its owned units to 501 adding 39 units in Redwood City to our portfolio.

Resident Services at the Senior Properties (Edgewater Isle, Rotary Hacienda, Rotary Floritas)

• Edgewater Isle hosts a twice-a-month Farmers market with items donated by Second Harvest. • Peninsula Family Services hosts Get-Appy Bingo monthly and teaches technology classes in English and Mandarin.
• Residents at all three properties received various toiletry items donated by Samaritan House. • Great Clips in San Mateo offered residents a $14 haircut on “Senior Tuesdays.” • Peninsula Family Services offers a “You talk, we listen” service that gives older adults a counseling session for $15.
• Sutter Safe at Home conducted a presentation regarding their Life Alert System while also reducing the monthly fee.
• Many residents at the three senior properties were affected by being socially isolated during the Pandemic.

Some new residents who moved in during the Pandemic never got to know their neighbors. Once social activities resumed at the senior properties, a “Conversation Café” event was created to allow residents to get to know each other, play puzzles/games, and do art therapy activities. The events have been well-attended, and new residents feel more at home with their neighbors.

Compliance/Property Management projects:

• The City of Foster City and HIP Housing are working collaboratively to manage 22 workforce housing units on Pilgrim Drive.
• A 39-unit affordable housing complex by Greystar in Redwood City was completed. HIP Housing will be managing the units.
• Over 30 housing units will break ground in San Carlos in 2024. The Planning Commission and City Council have approved the project which HIP Housing and Eden Housing will develop.

SELF SUFFICIENCY PROGRAM (SSP)

HIP Housing’s Self Sufficiency Program (SSP) provides housing assistance and Trauma-Informed Case Management services to low-income parents and Transitional Aged foster youth with or without children. Adults who are in school and aim to increase earnings and become financially independent within 1-5 years are considered for the program.

Participants receive a rental scholarship while they complete an education or job training program and find employment in their field. During the fiscal year, forty-four families representing 50 adults and 68 children were provided support through the program. Highlights included:

• High school-aged students volunteered to tutor youth in Math and Science. • Cake4Kids, a non-profit group of volunteers who are home-bakers, baked birthday cakes for the youth in SSP. • My New Red Shoes (MNRS) provided new shoes for the children in SSP. • Holiday Adopt family donors provided gifts to 51 families in SSP and 279 seniors in HIP Housing’s properties. • The Activity Fund helped pay for medical, athletic, and educational activities for the youth in SSP. • Toni DeMarco, retired Director of San Mateo County’s Behavioral Health and Recovery Services, becomes the SSP team’s new Trauma trainer.
• Volunteer architect is working on a project to put one or two ADUs at Cedar Street Home • Celebrated 15 program graduates at a ceremony in September • Due to outreach with the mothers’ clubs in San Mateo County, the Burlingame Mothers’ Club offered five free memberships to SSP families with children under 5.
• The City of San Mateo donated 75 free movie passes for SSP families. • Met with 2nd Harvest of Silicon Valley to collaborate on making referrals for SSP clients needing food resources.

SSP clients can pick up food from 2nd Harvest within 24 hours or less. • Listen 4 Good is an organization that HIP Housing was introduced by the Sobrato Foundation.

Listen4Good focuses on increasing nonprofits’ capacity to collect and use client feedback to inform organizational decision-making and make services more client-centered. We are working with a Listen4Good mentor to design an NPS-type survey that will be sent to current and graduate SSP clients. • HIP Housing’s website has been updated to include an “Inquiry Form” similar to the form on our Home Sharing webpage.

TRAUMA-INFORMED SYSTEMS CHANGE

A core strategy in our Five-Year Strategic Plan is implementing trauma-informed care throughout our agency. Some methods to achieve this goal include trauma-informed training for program staff, trauma-focused client case management, and trauma-informed parenting resources. With sustained effort and resources, our programming will link stable housing with lasting positive mental and physical health outcomes.

• Julie Kurtz, Founder and CEO of the Center for Optimal Brain Integration and an expert trauma trainer, started a year-long trauma resiliency training plan for the entire HIP Housing staff, including workshops and individual team meetings.
• Julie met individually with each department to learn more about each team and begin creating departmental strategies to become more trauma-informed.
• One Life Counseling Center conducted several stress-management presentations during the yea

VOLUNTEER PROGRAM

During the year, twenty-nine individuals and seven interns volunteered to support outreach activities, tutor youth in the Self-sufficiency Program, and assist with office administrative projects. HIP Housing partners with the following organizations to host interns:

• Bank of America
• Cal State East Bay
• Eastside Prep School in East Palo Alto
• High Schools, including Notre Dame Belmont, Hillsdale, Aragon, and Palo Alto • Peninsula Family Services Second Careers Program
• San Jose State’s Masters of Social Work program

THANK YOU

HIP Housing’s programs address underlying causes of housing insecurity by 1) increasing the number of affordable units available (property acquisition), 2) maximizing underutilized housing stock (home sharing), and 3) providing holistic, trauma-informed case management to support individuals in becoming stable (self-sufficiency and housing readiness).

We appreciate the support from the Town of Colma and look forward to continuing our housing services to residents and persons who work in and around Colma and County-wide.

Sincere regards,

Laura Fanucchi
Director of Programs

Self-Sufficiency Program graduates Mah Jong at Rotary Floritas My New Red Shoes donation

Our hard-working maintenance staff Home Sharing match – 11 years! Tabling at Earth Day in Atherton

June 29, 2023

Mr. Brian Dossey
Town Manager
Town of Colma
1198 El Camino Real
Colma, CA 94014

Dear Brian,

HIP Housing’s Fiscal Year ends on June 30, 2023, and end-of-year funding reports will not be completed until July 15, 2023. In the interim, please find information on the program statistics for the Town of Colma for FY 22-23:

# of Intake Calls received by Colma residents two households # of applications from Colma residents or employees: three households # of new Home Sharing matches with a Colma resident: one household # of matched Home Sharing clients who work in Colma: two households

Funding Allocation
The $5,000 contribution from the Town of Colma was allocated to the salaries for the Home Sharing Program Coordinators.

Like last year, by July 15, 2023, I will submit a more thorough report covering the activities accomplished by the agency in FY 22.23.

Please let me know if you have any questions. We’ll be tabling at the Colma Community Fair on July 8th! Warm regards,
Laura Fanucchi
Laura Fanucchi
Director of Programs

CC: Abigail Dometita

6/26/2023 Page 1 of 6
Town of Colma
Non-Profit Funding Request Form
(Exempt Organizations Only)
FY 2023-24
Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code
Phone Number: Email Address: _______________________

1. Mission Statement:

2. Amount of Request: $________________
a. Total Agency Annual Budget: $_______________
b. Number of Agency Employees: _______________
c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15

EDWARD LOPEZ
X
650-550-7847/4158061818
80 115 First Ave. Daly City. CA. 94014
Our elementary school students gain field trip chaperones, on-site tutors and positive role models. Our Wilderness students learn and practice leadership skills and responsibility to younger children. Both groups together develop greater community awareness.
[email protected]
84,400,000>00
Community Environmental Education Program
550
11,000
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15 Our projects will educate and engage residents children through activities they would otherwise not have the opportunity to engage. Through our activities we expose students to experiences that the Bay Area has to offer.

Our projects will educate and engage residents children through activities they would otherwise not have the opportunity to engage. Through our activities we expose students to experiences that the Bay Area has to offer. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15 All of our activities contribute to better community awareness and responsibility for all students involved. Youth of our community are learning to trust and take care of each other and together they are also taking care of their community. San Bruno Mountain is a community resource right in our backyard; our students will understand how to access and protect this neighborhood resource. Over the years several high school students have used the skills they develop in the program to be hired by the Colma Park and Recreation Department as well as other jobs connecting with youth. In 2012 our efforts with our
San Bruno Mountain Overnight program was awarded the J. Russell Kent Award.

The increase in the amount requested will be used to supplement the projected increase in our field trip cost fees.

This last year food cost was almost double the previous years, transportation cost was at least 30% higher.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15 The number of Colma residents is approximately 50 students. They will receive services

through their enrollment at Susan B. Anthony School. We make concerted effort to purchase and conduct business in Colma
Contracted transportation $ 3718.00 Entrance Fees $ 1882.50 Chicken & Garden supplies $ 916.77 Food $ 1570.92 Fuel. $ 278.50 Educational Supplies $ 893.29 Total = $ 9259.98 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15 X
N/A
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status

Optional Attachments

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15 94-3083772

Board of Trustees
Rosie U. Tejada Clerk
Andrew Lie President
Kalimah Y. Salahuddin Vice President
Jerome Gallegos Trustee
Sherrett Walker Trustee

DocuSign Envelope ID: 3B43311B-1E09-4D1A-BBB3-B41CA7FB9A15 1 Jefferson Union High School District

2023-2024 PROPOSED BUDGET

EXECUTIVE SUMMARY

May Revision Overview

The May Revision is the last set of data points received before the district must adopt a local budget. Once the 2023-2024 State Budget has been adopted, at the end of June, more information will be available on what has changed and how to adapt locally. Until then, this is the best available budgeting information.

The Governor’s Revised Budget shows that the state revenue is coming in lower than previously anticipated and inflation has remained high. The governor’s proposal increases the Local Control Funding Formula (LCFF) base by the statutory cost-of-living adjustment (COLA) of

8.22%. The remaining Proposition 98 funds (which are required to be used for K-14 education) are allocated to a variety of initiatives with continued investments in early childhood education, universal meals, the educator pipeline, and a small contribution to the State’s Rainy Day Fund.

Additionally, there is a new Equity Multiplier proposed that would provide additional LCFF funds to school districts that have significant numbers of students from low income families.

Other Revenue Considerations

LCFF Funding – For 23-24, LCFF growth is projected to be 8.22%. The governor is also proposing an additional multiplier for high needs school districts. JUHSD will continue to be funded outside of the LCFF formula and remain Basic Aid/Community Funded. The gap between our tax revenue and our LCFF formula is projected to be about 21%.

Federal Funding – The 23-24 budget shows a decrease from the prior year due to the end of COVID relief funding.

Other State Funding – State funding for special education will receive an 8.22% COLA as will CTE programs. However, these programs are funded per pupil so we will likely see net decreases due to our declining enrollment. There are additional decreases due to the end of COVID relief funding and due to the governor’s proposal to take back funds from two state programs. The governor’s proposal includes a 50% reduction to the Art, Music, and Instructional Materials Discretionary Block Grant and a 32% decrease to the Learning Recovery Emergency Block Grant.

Local Funds – These funds are primarily generated by our Parcel Taxes, by grants to Daly City Youth Health Center (DCYHC), and through our facility rentals. The anticipated decrease in this area reflects the loss of about $500K in rental income from Serramonte del Rey and reflects moving DCYHC operations to Fund 63 beginning in 23-24. This move of DCYHC operations was recommended by our auditors to more clearly delineate DCYHC activities from general education activities.

2 ASSUMPTIONS FOR THE 23-24 PROPOSED BUDGET AND MULTI YEAR PROJECTION

Basic Assumptions

Assumptions are based on the School Services of California (SSC) Dartboard and San Mateo County Assessor’s Office information:

Assumptions 23-24 24-25 25-26
Average Daily Attendance (ADA) 3,560 3,560 3,540
Property Tax Increase 4.7% 3.8% 3.8%
COLA 8.22% 3.94% 3.29%
Consumer Price Index (CPI) 3.54% 3.02% 2.64%
STRS 19.10% 19.10% 19.10%
PERS 26.68% 27.70% 28.30%
Unemployment Insurance 0.05% 0.05% 0.05%

The retirement system for certificated employees, STRS, saw a large increase in 22-23, but is projected to remain at 19.10% for the foreseeable future. We continue to see increases to the costs for the classified retirement program, PERS. There is a projected 1.31% increase from 22- 23 to 23-24 which will result in about $175,000 in additional PERS expenses for JUHSD in 23-

24. Also of note is that unemployment insurance is projected to return to its pre-pandemic level of 0.05% after two years elevated at 0.50%.

Salary Assumptions

JUHSD has settled labor negotiations for 23-24 with a 3% across-the-board salary increase.

This is reflected in the proposed budget, as is continued district contributions to health and welfare benefits. Additionally, the budget includes increases to standard employee compensation costs (salary increase from step and column).

Implementation of Reserve Policy BP 3100.1

As a Community Funded school district, JUHSD relies on property taxes for our largest portion of revenue. This funding source can be more unpredictable than State Funding, therefore maintaining reserves beyond the minimum required by law is recommended. The recently approved board policy BP 3100.1 outlines how JUHSD intends to maintain fiscal stability. The proposed budget implements a Strategic Reserve as outlined in the policy and anticipates making contributions to the Special Reserve Fund 17 each year to reach the goal of 2% reserve in Fund 17 by 2028.

Assumptions 23-24 24-25 25-26
Strategic Reserve Set-Aside 5.0% 3.0% 1.0%
Contributions to Fund 17 $300K $300K $300K

Governmental Accounting Standards Board (GASB) 87 New Guidelines

In 22-23, new accounting standards, known as GASB 87, were implemented that require governmental entities to recognize lease liabilities and assets. This is reflected in an Audit Adjustment in 22-23 of over $11.5M. The adjustment makes it appear that JUHSD has more money than is actually available. The $11.5M represents inaccessible, fixed assets, not actual cash.
3 General Fund Summary 2022-23 2023-24 2024-25 2025-26
Beginning Fund Balance 32,167,114 31,175,777 25,793,317 21,460,747

REVENUES
LCFF/Taxes 59,219,645 61,532,280 63,315,718 65,281,256 Federal 3,449,863 1,744,897 1,806,665 1,855,980 Other State 9,477,268 7,679,548 7,689,765 7,681,361 Local 11,450,479 9,392,797 9,703,556 9,961,470 Revenue Total 83,597,255 80,349,522 82,515,704 84,780,067

EXPENDITURES
Salaries 40,009,773 41,904,521 42,328,089 42,758,011 Benefits/Payroll Costs 18,970,755 19,978,066 20,526,772 20,992,598 Goods & Services 22,159,250 20,531,512 20,600,235 20,994,567 Other 3,348,814 2,730,359 2,805,654 2,859,059 Expenditure Total 84,488,592 85,144,458 86,260,750 87,604,235 Transfer Out - COP Payment 100,000 287,524 287,524 287,524 To Fund 17 300,000 300,000 300,000
TOTAL EXCESS/DEFICIT (991,337) (5,382,460) (4,332,570) (3,411,692) Ending Fund Balance (EFB) 31,175,777 25,793,317 21,460,747 18,049,055 Restricted Balance 3,265,505 1,749,646 1,680,343 1,374,343 GASB 87 11,592,235 11,592,235 11,592,235 11,592,235 Remaining EFB 16,318,037 12,451,436 8,188,169 5,082,477

RESERVES
Statutory Reserve 2,537,658 2,571,959 2,605,448 2,645,753 Strategic Reserve 4,286,598 2,605,448 881,918
Un
allocated Funds 13,780,379 5,592,879 2,977,273 1,554,806 Fund 01 Reserve Percentage 19.29% 14.52% 9.43% 5.76%
Special Reserve Fund 17 823,794 1,128,794 1,433,794 1,738,794 Total Reserves all Funds 17,141,831 13,580,230 9,621,963 6,821,271 Total Reserve Percentage 20.26% 15.84% 11.08% 7.73%
Multiyear Projections

An important part of the budget adoption process is the subsequent two-year projection of the general fund. In addition to the above mentioned changes, the multiyear projection assumes the following:
- Significant health benefits premium increase of over 10% for 2024 - 6.16% increase to Workers’ Compensation
- Net increase of 3 teachers to cover special education preps & increased team teaching - Increased stipends for Wellness Interns
- One-time expense of about $200K in 23-24 for a classification study - Debt repayment $287,524 per year, ongoing

The multiyear projection shows deficit spending in all four years, 22-23 estimated actuals, 23-24 budget year, and the two subsequent years. The deficit is less in 22-23 due to the one-time relief funds. This deficit spending shows that JUHSD is using reserve funds to cover costs.

4 Ending Fund Balance

The General Fund ending fund balance in the Proposed Budget for 23-24 is comprised of the following:

1. Restricted and non-spendable items totaling $13,341,881: Restricted Balance $1,745,646, Revolving Cash $4,000, GASB 87 $11,592,235

2. Statutory reserve for economic uncertainty $2,571,959 – 3.0%

3. Strategic reserve per BP 3100.1 $4,286,598 – 5.0%

4. Unallocated amount $5,592,879 – 6.52%
The budget anticipates a $300K transfer to Fund 17 – Special Reserve Fund, which will result in an additional reserve of $1,128,794 – 1.32%, for a total reserve of 15.84% for 23-24.

Other Funds

All other funds (i.e. adult education, nutrition, etc.) have positive ending fund balances and, other than moving DCYHC operations to Fund 63, there are no significant changes over last year. The nutrition program continues to be projected as a break-even program.

Next Steps

The State Budget will be adopted by the end of June. The district will begin revising the budget this summer to reflect the actual state budget and final district salary and health benefit costs.

Unaudited Actuals for 22-23 will be presented in September and the 1 st Interim Report will be
presented in November with more accurate information for 23-24 financials.

THE COMMUNITY ENVIRONMENTAL EDUCATION PROGRAM
Wilderness School Program
Jefferson Union High School District
115 First Ave Daly City • Pacifica, California Edward L. Lopez Daly City, CA. Learning • Doing • Reflecting • Internalizing Teacher 94014
(650) 550-7847

FY 2022/23
Non-Profit Funding Annual Report

Mission Statement:

Our elementary school students gain field trip chaperones, on-site tutors and positive role models. Our Wilderness students learn and practice leadership skills and responsibility to younger children. Both groups together develop greater community awareness.

We entered the 2022/2023 school year with a full itinerary of field trips for more than 80 students.

This past year we had two unexpected challenges. Our scheduled trip to University of California, Elkus Ranch was cancelled due a road that was washed out during this year’s winter storms. The other was the increase in cost, especially with transportation and food prices that pushed us over budget.

• Walking field trip to the Wilderness School for “Pumpkin Day.” • Field trip to Lawrence Hall of Science
• Field trip to California Academy of Sciences
• Hike up San Bruno Mountain and overnight camping trip for three 3 rd grade classes. •. In-class educational supplies

Contracted transportation $ 3718.00 Entrance Fees $ 1882.50 Chicken & Garden supplies $ 916.77 Food $ 1570.92 Fuel. $ 278.50 Educational Supplies $ 893.29 Total = $ 9259.98

Our activities contribute to better community awareness and responsibility for all students involved.

Youth of our community are learning to trust and take care of each other and together they are also taking care of our community. San Bruno Mountain is a community resource right in our backyard; students will understand how to access and protect this neighborhood resource. Over the years several high school students have used the skills they develop in the program to be hired by the Colma Park and Recreation Department as well as other jobs connecting with youth. In 2012 our efforts with our San Bruno Mountain Overnight program was awarded the J. Russell Kent Award.

There is one especially piece of good news this year, I learned that a former Colma Elementary School student, who went on our field trips is now a teacher at Jefferson High School.

.
6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 [email protected]

48.3 End homelessness by providing interim housing, support services, and building collaborative partnerships. We envision thriving communities where every neighbor has a home.

5,000

LifeMoves
67,974,724
X
2550 Great America Way, Suite 201, Santa Clara, CA 95054 417
650-995-4570
Katherine Finnigan
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 LifeMoves is the largest provider of interim housing and support services for individuals and families experiencing homelessness on the San Francisco Peninsula and in Silicon Valley. With more than 26 sites from Daly City to San José, LifeMoves gives our neighbors experiencing homelessness a temporary place to call home while providing intensive, customized support through both site-based programs and community outreach.

On any given night, we feed, clothe, and house approximately 1,500 people, about one in six of whom are children.

We credit our success to our tailored case management that addresses the individual root causes of homelessness. LifeMoves provides the strategic assistance needed to move our clients to stable housing and self-sufficiency.

We are seeking funding to support operations at our six San Mateo County interim housing sites. Last year, LifeMoves served more than 2,000 San Mateo County households.

Despite effective programs — and the significant effort put forth by nonprofit organizations, local governments, and funding partners — the homelessness crisis continues. The most recent Point-In-Time Count took place on February 23, 2022, and found that housing instability is only increasing within San Mateo County, with more than 1,800 residents counted as homeless on this single winter night. And with the recent downturn in the local and national economies, we feel the number of individuals who are without a home has grown significantly since last February.

LifeMoves continues to provide critical support services to help local families and individuals overcome the barriers to securing and retaining housing. Our clients qualify as either “extremely” or “very” low-income, per the regulations set forth by the U.S.

Department of Housing and Urban Development. More than 46% of the individuals LifeMoves serves report having disabilities, and 10% of our adult clients are veterans. Forty percent of the women served in LifeMoves interim housing sites (including women who are heads of households with minor children) report having been victims of domestic violence.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 Over the past several years, LifeMoves has provided supportive services and interim shelter to more than 80 adults and children from the Town of Colma. During this past fiscal year, we provided nearly 2,100 nights of shelter to local residents.

In addition, while the staff working at our various residential sites are critical to breaking down the barriers to stable housing, the individuals working within our community outreach programs are often the first point of contact for unsheltered San Mateo County residents. Members of our Homeless Outreach Team (HOT), Healthcare for the Homeless (HCH), Kaiser Outreach, and Rapid Re-Housing programs engaged with nearly every Town of Colma household that was served last year. The presence of our interim housing sites, programs, and outreach services in San Mateo County enhances the health, safety, and economic climate of this town.

LifeMoves is seeking the same level of funding we sought from the Town of Colma in FY23. Of course, we would welcome additional support for Colma residents if funds became available.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 7A. In FY16, LifeMoves served 21 Town of Colma residents. In FY17, we served two residents. In FY18 and FY19, we served one resident per year. In FY20 we served eight Town of Colma residents. We served 20 residents in FY21 and served 16 Town of Colma residents in FY22. Last year, LifeMoves served 13 Town of Colma households, made up of 22 individual residents.7B. San Mateo County’s Coordinated Entry System determines where unhoused Town of Colma residents receive shelter and supportive services. Last year, Town of Colma residents were aided at the Redwood City Navigation Center (formerly Maple Street) and Family Crossroads in Daly City. Other LifeMoves facilities that may shelter Colma families in the coming year include First Step for Families in San Mateo, Redwood Family House in Redwood City, Coast House in Half Moon Bay, and Haven Family House in Menlo Park. As described in item 6 above, the collaborative efforts of our community outreach teams were also instrumental in moving vulnerable individuals and families off the streets of the Town of Colma. 7C. Unsheltered local households received support from both our site- and community-based teams last year. The Navigation Center served two Colma residents last year. Three Colma families made up of 10 individuals received support and assistance at our Family Crossroads location in Daly City. Our Motel Voucher Program supplied more than 1,250 nights of shelter to six Town of Colma households. Our HOT provided services directly to unsheltered homeless individuals living on the streets, in encampments, or in vehicles. This team works closely with local police departments and other community-based agencies to support our unhoused neighbors. Our HCH staff focused on identifying and solving healthcare issues that often serve as a barrier to finding stable housing or shelter. Of the 22 Town of Colma residents served last year, 17 residents engaged directly with one of or more of these outreach teams before moving to interim housing.

The $4,000 grant provided last year by Town of Colma to LifeMoves was targeted to cover the operating expenses for our interim housing sites in San Mateo County. We are extremely grateful to receive general operating funds, as all of our facilities operate at a deficit, especially with the addition of inflated prices impacting everyone today.

Town of Colma funds helped us offer local residents a safe environment where all their household needs were covered, including meals, clothing, and home goods, allowing clients to focus on increasing their income and securing stable housing. Our school-aged children received age-appropriate support to ensure they stayed on pace academically and socially with their housed peers.
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 X
FY23
• City of Burlingame-$8,300 awarded
• City of Daly City-$18,000 awarded
• City of Foster City - $10,000 awarded
• City of Redwood City-$61,700 awarded
• City of San Bruno-$10,000 awarded
• City of San Mateo-$12,800 awarded
• City of South San Francisco-$26,250 awarded
FY24
• City of Burlingame-$10,000 application pending
• City of Daly City-$18,000 awarded
• City of Redwood City-$34,800 application pending
• City of San Bruno-$10,000 application pending
• City of San Mateo-$25,000 application pending
• City of South San Francisco-$30,000 application pending 6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 77-0160469

FY24 Budget
Revenue
Government $43,364,895
Private (Unrestricted) Revenue $17,990,344
Private (Restricted) Revenue $6,334,778
Other Revenue $284,707
Total Revenue $67,974,724

Expenses
Program Expense (Total)
Program Salary & Benefits $21,246,273
Direct Client Expenses $16,815,784
Site Operating Costs $5,474,968
Operations Labor and Fringe $11,390,011
Total Program Expenses $54,927,036

Administration Expense
Administration Expenses $7,088,263
Development Expense $4,829,425
Total Administration Expenses $11,917,688

Total Expenses $66,844,724

Net Positive/(Negative) $1,130,000

Capital Costs $1,130,000

Projected Surplus/Deficit $0

*All Numbers Exclude Homekey Funding and Costs
DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 Board of Directors 2023

August 16, 2023
Officers:

Patrick Heron (Chair)
Managing Partner
Frazier Life Sciences
70 Willow Road, Suite 200 (work)
Menlo Park, CA 94025
(W) 650 -325-5156
[email protected]
Committees: Executive , Board Development
Years on the Board: 7
Greg Eckert (Treasurer)
Partner
PricewaterhouseCoopers
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
[email protected]
(C) 415 -215-0414
Committees: Executive, Finance
Years on the Board: 3
Melissa Selcher (Vice Chair)
Chief Marketing & Communications Officer
LinkedIn
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
(C) 650 -787-1807
[email protected]
Committees: Development, Executive , Board
Development
Years on the Board: 6
Pamela Weiss (Secretary)
Philanthropist, Writer, Community Activist
181 Constitution Drive ( volunteer office)
Menlo Park, CA 94025
(C) 650-533-5007
[email protected]
Committees: Board Development
Years on the Board: 5
Directors:

Ahmed Khatib
Senior VP, Private Wealth Advisor
Merrill Private Wealth Management
3075 B Hansen Way (work)
Palo Alto, CA 94304
(W) 650 -473-2070
[email protected]
Committees: Finance
Years on the Board: 3
Ajwang Rading
Lawyer | Policy Wonk | Educator

ADDRESS TBD
(C) 650 -207-3762
[email protected]
Committees:

Years on the Board: 1
Carrie O. Plietz
Regional President, Northern Kaiser Foundation
Health Plan and Hospitals

ADDRESS TBD
# TBD
[email protected]
Committees:

Years on the Board: 1
Christina Corpus
Sheriff
San Mateo County
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
(W) 650-363-4990
[email protected]
Committees: Resource Development
Years on the Board: 3
DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 Board of Directors 2023

August 16, 2023
Danielle Fontaine
Assistant Controller
ServiceNow, Inc.
1001 Harvard Road
San Mateo, CA 94002
(C) 408 -464-8380
[email protected]
Committees: Audit Committee
Years on the Board: 1
Gene Todd
Executive Vice President – Head of Regional Markets
Fiduciary Trust International
One Franklin Parkway, 920, 1 st Floor
San Mateo, CA 94403
(C) 216-410-1899
[email protected]
Committees: Finance
Years on the Board: 1
Laura Green
Nurse

LOCATION TBD

ADDRESS TBD
(C) 310 -614-1622
[email protected]
Committees:

Years on the Board: 1
Lauren Koenig
Philanthropist, Mentor, Volunteer
181 Constitution Drive ( volunteer office)
Menlo Park, CA 94025
(C) 650 -245-1882
[email protected]
Committees: Executive , Resource Development
Years on the Board: 5

Lori Castillo Martinez
EVP and Equality Officer
Salesforce
415 Mission Street (work)
San Francisco, CA 94105
(C) 415 -416-9800
[email protected]
Committees: Board Development
Years on the Board: 1
May Topper
Currently Marketing Consultant
Former Vice President, Marketing, Oral -B
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
650-269-9644
[email protected]
Committees: Resource Development
Years on the Board: 4
Pastor Paul Bains
President & Co -Founder
WeHope
1854 Bay Road (work)
East Palo Alto, CA 94303
(C) 650 -207-1998
[email protected]
Committees: Board Development
Years on the Board: 3
Scott Goree
VP, Global Partners & Alliance
Skyhigh Security
181 Constitution Drive ( volunteer office)
Menlo Park, CA 9 4025
(C) 408-981-3752
[email protected]
Committees: Resource Development
Years on the Board: 4
Tiffany Hong
SVP, Chief Administrative Officer
Franklin Templeton
1 Franklin Parkway (work)
San Mateo, CA 94403
(W) 650 -312-2989
(C) 650 -302-0288
[email protected]
Committees: Resource Development
Years on the Board: 5

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 Board of Directors 2023

August 16, 2023

From the LifeMoves By-laws:

Each director shall hold office for a term of two (2) years or until his or her successor has been elected. A director may not serve more than three (3) full consecutive terms; provided, however, that notwithstanding such limitation, (i) a director may continue to serve so long as such director is elected as an officer of the Corporation, (ii) a director who serves as Cha ir of the Board may continue to serve as a director for a period of two (2) years after his or her successor as Chair is elected, or (iii) the term of the Director is extended upon recommendation by the Executive Committee and approval by a majority vote of the Board, not including the vote of the Director whose term is being extended.

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 PEOPLE WHO ARE experiencing homelessness
in Silicon Valley now have additional relief. Two
new interim housing sites — the San Mateo County
Navigation Center in Redwood City and the San Jose
Bridge Emergency Interim Housing site — provide
people with a fresh start and an opportunity to find
permanent housing. The opening of these two new
interim housing sites is a significant step forward in
the fight to end homelessness in Silicon Valley.

Up to 270 residents in the Redwood City site will
enjoy private rooms, outdoor community spaces,
an electric commercial training kitchen, and on-site
case management, and other services.

The San Jose site includes 96 modular units with
private en-suite showers and restrooms, on-site laundry, a kitchen, and outdoor community spaces.

Residents of both facilities can receive a variety of
supportive services including substance use disorder
outpatient services, medical care, and access to
specialists in housing, benefits, and vocational
services. The centers also offer workshops and
support groups to provide a path to self-sufficiency.

LifeMoves provides interim housing and supportive services for unhoused families and individuals to rapidly return to stable housing and achieve long-term self-sufficiency.

GoodMoves
Summer 2023

INTERIM SUPPORTIVE HOUSING SITE IN REDWOOD CITY

INTERIM SUPPORTIVE HOUSING SITE IN SAN JOSE
New Interim Housing Sites Open in
Redwood City and San Jose
DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3

FROM OUR CEO

AUBREY MERRIMAN
It’s Not Real Until
Y ou Get Y our Key
IT WAS HER HOME and her community, but it was
public land. Now it was needed for a dam.

When the police came to close the encampment,
everything was chaos. But instead of arresting
her, one police officer gave her time to gather her
things and to connect with LifeMoves.
“Sometimes it’s one person’s decision that makes
a difference,” Kathlene said.

A creative, inquisitive, passionate woman, she
has a degree in Interior Design and a Class A
Commercial driving license. In 2016, she became
homeless when her car broke down in San Jose.

When Kathlene connected with LifeMoves,
everything changed. Before the chaotic day
was done, she had a key to her own room.
“I could finally get
some things done,
I could finally get some
peace, I could finally
take a shower and not
be worried about my
stuff getting stolen,”
she said.

Many of her friends
from the encampment
are at the San Jose Bridge Emergency Interim
Housing site so she has her community as well as
clean clothes, three meals a day, and access to
social and medical services.

When she connected
with LifeMoves,
everything changed.

Before the day was
done, she had a key
to her own room.
“ You saved our lives…
You have patience
and understanding.

God bless all of you
for what you do here
.”
Lisa R.

KATHLENE’S STORY
OVER THE PAST YEAR, we have been telling you
about the new interim housing sites that we have
been building. It’s great news that will help your
unhoused neighbors move off the streets.

But, what’s their next move?
After experiencing loss of a job or breadwinner,
divorce, domestic violence, intolerance of an
LGBTQ identity, mental or physical health issue, or
other challenges, our clients face a harsh reality —
getting a temporary place to stay is one thing. But
getting your life stabilized so that you can become
self-sufficient and remain housed is another.

That’s when their real
work begins — and
ours. When someone
enters a LifeMoves site,
it’s their moment to turn
their life around. Our
dedicated case manag-
ers and support teams
work diligently with our
clients to help them plot
their path to success. Clients receive individualized
plans for their goals and a full range of services to
support their needs. Our staff are with them at every
step, even when the going gets tough.

Supporting people in their journey is our calling,
and it starts at the front door. Thank you for helping
to open it.

Warm regards,
Aubrey
Now the Real
Work Begins
DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 We were thrilled to have our first volunteer event
since our clients moved into the Navigation Center
in Redwood City. More than a hundred of our
clients were ecstatic to enjoy a delicious meal in the
beautiful outdoor community area. A heartfelt thank
you to Order of Malta for hosting a BBQ with delicious
food including tri-tip, corn on the cob, coleslaw, and
more. The meal was prepared by nearly 30 volunteers
in the site’s new training kitchen — the first volunteer group to use it. We are committed to ensuring our
clients feel welcome by building a sense of community
and inclusivity. Volunteer events like these are one
way we achieve that.

Broken Bones, Broken
Spirit, Moving Forward
BROKEN COLLAR BONE and pelvis, torn liver, bruised
kidney — an on-the-job injury cost Michael his union
job, his medical insurance, his savings, and his home.

The pain led to addiction.

Homeless for three years, he couch surfed until he
found LifeMoves Maple Street Shelter, where he
started his recovery. His physical health is better,
his addiction conquered.
“A lot of things are going in a more positive direction,” Michael said. “I have a great support group through
LifeMoves that has been very supportive and
educational as well.”
But that was just the start. He recently moved from
the shelter to the Navigation Center in Redwood City
where he has his own room and access to medical
and dental services as well as job counselors, social
workers, and case managers.

The things most people take for granted are treasured
at the Navigation Center. “The privacy of your room,
being able to take a shower—there’s a lot of burdens
that are lifted so you can focus on going forward,”
Michael said.
“The resources we have here
are just phenomenal!,” he said,
adding that his case manager
has connected him with job
opportunities as well as
medical care.
“I got diagnosed with some-
thing, and had it not been for
the doctor on site, I may not have found that.”
The next step is permanent housing. “I’m just going
forward now,” he said. “I’m not gonna let myself
down, my family down. I’m definitely going forward.”
“ A lot of things
are going in a
more positive
direction.”
Michael
MICHAEL ’S STORY
Volunteer BBQ for Clients
Summer Camp
Partnership
BANK OF AMERICA has partnered with LifeMoves
to support our summer camp program. The bank’s
8-week Student Leaders Program pairs participants
with a hands-on experience at a
nonprofit — serving as leaders
in our summer camp. Camp
is offered to every child
enrolled in a LifeMoves
program, at no cost —
typically more than 100
children are enrolled. Campers
get enrichment and socialization
opportunities as well as breakfast,
lunch, and snacks. LifeMoves thanks the Bank of
America for its continued support over the years.

DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3 Breaking the Cycle of Homelessness
2550 Great America Way, Suite 201
Santa Clara, CA 95054
Please note our new address:
650.685.5880
www.lifemoves.org
Have fun with your friends, family, and coworkers on our community ride. Routes for all abilities — from 6 miles to 66 miles. Support our

unhoused neighbors and end homelessness in Silicon Valley.

Join us!
Saturday, August 26
VMware Campus – Palo Alto
go.lifemoves.org/RTEHNow
DocuSign Envelope ID: 7FF4893B-4ABF-43CB-B310-0B9EB3F703E3

1 GRANT REPORT TO THE TOWN OF COLMA
JUNE 2023

On behalf of the clients LifeMoves has the privilege to serve, thank you for the Town of Colma’s generous support of our work. The $4,000 grant we received last October to support programs serving Colma residents was utilized immediately to help some of the most vulnerable members of our community. Your continued partnership inspires us to continue to seek out innovative solutions to meet the needs of those who are unsheltered in Silicon Valley.

SERVICES TO TOWN OF COLMA RESIDENTS
Five Town of Colma households received shelter and associated supportive services from LifeMoves between July 1, 2022, and May 31, 2023. The individuals within these households stayed for more than 950 days in our San Mateo interim housing sites, including First Step for Families in the City of San Mateo, our Maple Street emergency housing facility in Redwood City, or at local motels that are offer a respite for those families who are unsheltered and waiting for an available family unit opening.

During the same period, several Town of Colma residents received assistance via our community programs, including Healthcare for the Homeless, Homeless Outreach, Kaiser Outreach, and Rapid Rehousing. This community outreach work helped prompt some of these unsheltered residents to seek housing support in a LifeMoves site, which is a very important step in getting these clients indoors and on the road back to stable housing.

LIFEMOVES OVERVIEW
During our most recent fiscal year ending on June 30, 2022, LifeMoves served more than 7,000 people across our two-county service area. With the help of our 400+ employees and the support of our community, LifeMoves provided more than 289,000 nights of shelter to individuals and families experiencing homelessness, a 21% increase from the previous year.

This past fiscal year, 82% of families and 65% of all clients who engaged with LifeMoves’ transitional housing programs successfully returned to stable housing and achieved self-sufficiency. Thanks to our shared focus on serving those who are unsheltered, more than 2,100 of our neighbors successfully exited homelessness. We credit our LifeMoves therapeutic service model—which focuses on the root causes contributing to homelessness, rather than treating the symptoms—for being the key to the outcomes we have achieved.

We provide intensive case management through both shelter programs and community outreach so that we can meet people where they are in their journey to housing stability. All LifeMoves programs are built on a foundation of “Housing First” principles – that access to secure and safe housing is the critical first step necessary for unsheltered individuals to make pivotal changes for their future.

2 Each person we help has a different reason for experiencing homelessness, whether it’s the loss of a job, the death of a spouse, medical costs, domestic violence, addiction, or untreated mental health issues.

Unless these issues are addressed, people won’t retain housing. As a result, each person’s journey to stable housing must be tailored to best position our clients for long-term success. This requires program staff at LifeMoves to constantly provide innovative offerings that will enable transformative change.

Some of our creative educational resources include life-skills workshops, personal finance and budgeting assistance, and credit repair.

ORGANIZATIONAL UPDATES
The April opening of the new Navigation Center in Redwood City was an organizational highlight for LifeMoves. Located near our former Maple Street facility, this location has 240 units available for single adults and couples, with a capacity to serve 270 individuals. The County of San Mateo has contracted with LifeMoves to operate this new site, which is the first of its kind in the county. This location offers the shelter and supportive services that LifeMoves is known for, including mental health and substance abuse counseling as needed. In addition, however, it has been purposefully designed to foster a sense of community including common areas, a commercial kitchen, dental and medical clinics, laundry and storage facilities, a barbecue area, a dog run, and a basketball court.

In July, our LifeMoves administrative office will move from Menlo Park to Santa Clara. Much like the clients we serve, we were unable to secure affordable office space for our growing organization in the neighborhood with which we’d become familiar. By expanding our search area, we were able to find a space that will grow with us as we expand our operations to serve more individuals and families in need.

With your partnership, LifeMoves continues to create meaningful opportunities for homeless individuals and families to return to stable housing and self-sufficiency. Together, we look forward to building lasting solutions to end homelessness.

CONCLUSION
As our region continues to face increases in the number of people experiencing homelessness and a continued shortage of affordable housing, we are more grateful than ever for partners like the Town of Colma. Thank you for your steadfast support of LifeMoves over the years, and for helping to keep our neighbors experiencing homelessness safe, healthy, and inspired to transform their lives.

If you have any questions or there is any additional information we can provide, please do not hesitate to contact Katherine Finnigan, Vice President of Institutional Giving, 650-995-4570 or [email protected]

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 Elyse Brummer
650-780-5702
X
2500
70 [email protected]
1455 Madison Avenue Redwood City CA 94061

Ombudsman Services of San Mateo County, Inc.
1,121,249_______
______
: 10 (7.8 FTE),
32 volunteer Om
X
The residents of long-term care facilities are often the most vulnerable in our society. OSSMC works to assure the protection of these residents through advocacy, direct intervention, education, and ongoing case management with service providers.

X
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 We would use the funds from the Town of Colma to support the work our County Supervisor does. Our County Supervisor is in charge of several Field Ombudsman that report to her.

These visits are crucial in ensuring that the resident’s rights are being met and that they have a voice to stand up for themselves.

The Town of Colma has funded us in the past because the Town of Colma truly believes and cares about the residents that live in licensed long-term care facilities in your city.

By providing these funds, the Town of Colma helps OSSMC meet the federally mandated mission to protect residents that live in licensed long-term care facilities.

We are the only program of its kinds in San Mateo County. We are certified by the state of California to monitor licensed long-term care facilities and to advocate for the residents to live in these facilities. There is a great need for it and no one else does this work.

OSSMC works with licensed long-term care facilities to deliver the highest standards of individual care for residents in San Mateo County. We visit these facilities throughout the year and are the voices for a vulnerable population. We advocate for the health, safety, and dignity for these individuals. Our mission and that of the Town of Colma align, looking for the best that can be provided for the residents of Colma. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 The Town of Colma in the past has funded us because you take seriously what happens to the residents in long-term care in your city. The Town of Colma helps OSSMC meet the federally mandated mission by providing services to the residents in your city and by investigating allegations of abuse emanating from families in your city. Colma cares about all its citizens no matter where they live.
n/a
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 The FY 2022-2023 contribution was used to continue to support funding for the County Supervisor, who conducts their own visits and cases and lead a group of trained volunteer ombudsman to make facility visits. OSSMC makes do with a small staff of well-qualified people due to fair wages that helps prevent employee turnover and allows them to keep up with the cost of living. Most of our supervising ombudsman staff have been part of OSSMC for years.

A. Ombudsman Services of San Mateo County, Inc. (OSSMC) serves two facilities in Colma for a total of 63 Residents that reside in the facilities. We also serve Skilled Nursing and Rehab facilities around the Town of Colma, that residents likely temporarily reside.

B. Ombudsman Services of San Mateo County, Inc.
1455 Madison Ave
Redwood City, CA 94061
Facility Locations in Colma:
- Angela’s Rest Home I
1816 Louvaine Drive
Colma, CA 94015
- Peninsula Reflections
205 Collins Ave
Colma, CA 94015
C. OSSMC reaches out to Colma residents by sending state certified and trained ombudsman to visit facilities to provide advocacy services to facility residents.

OSSMC accomplished the following in the Town of Colma:
-45 facility visits for FY ’22-‘23
-Opened and closed 14 cases
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 X
Years FY 2022-23 FY 2023-24
City Requested Received Requested
San Mateo 12,800 6,400 12,800
Burlingame 700 580 700
South San Fran 10,000 19,100 19,100 Menlo Park 3,000 3,000 3,000
Foster City 5,000 5,000 5,000
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 94-3397402
8/16/2023

2023-24 Board of Directors

PRESIDENT
Mitchell Bailey
401 Pierce Rd
Menlo Park, CA 94025
Chief Administrative Officer
Boys & Girls Club of the Peninsula
Phone: (415) 912-7688
[email protected]

VICE PRESIDENT
Monika Lee, Esq.
3021 Hacienda St.

San Mateo, CA 94403
Attorney in Private Practice
Phone: (650) 572-0821
[email protected]

SECRETARY/TREASURER
Bob Montevaldo
544 Nevada Ave.

San Mateo, CA 94402
Retired
Phone: (650) 464-7705
[email protected]

DIRECTORS
Chet Lexvold, Esq.
221 Grand Blvd.

San Mateo, CA 94401
Attorney/Research Consultant
LexisNexis
Phone: (651) 380-2764
[email protected]

Sharmin Nabi, Esq. years
221 Grand Blvd.

San Mateo, CA 94401
Attorney/Senior Compliance Manager,
Managed Care Contracts
Genentech
Phone: (651) 724-2202
[email protected]

MEMBER EMERITUS
Betty Brown
Lance Reynolds
Nancy Cronin

DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560

OMBUDSMAN SERVICES OF SAN MATEO COUNTY, INC
BUDGET FY2023-2024
Operating Income
Actual
Jul 22- Apr
23 FY22-23 FY23-24
5%
Donations
Annual Report/Newsletter 0 500 500
Appeal Letters Holiday 13870 7,000 7,000
Board Gifts 950 10,000 5,000
Business Funding 500 0 0
Donations 4645 5,000 5,000
Donations-In Memory Of 450 0 0
Volunteer Recognition Luncheon 1050 15,000 15,000
Sub-total 21,465 37,500 32,500
Foundation Funding
Atkinson 15000 10,000 10,000
Deacon Charitable Foundation 0 0 5,000
Gellert Foundation 0 10,000 0
Palo Alto Community Fund 20000 10,000 10,000
Albertson/Safeway Foundation 0 2,500 2,500
TouchPoint 0 3,000 3,000
Twinkle Foundation 1000 0 0
Woodlawn 50000 50,000 45,000
Sub-total 86,000 85,500 75,500
Government Funding
SMC Title IIIB (OAA) 26456 31,298 31,298
SMC Title VIIA 40674 46,804 46,804
SMC General Funds (<60) 43076 52,000 52,000
St Health Facilities Citation Penalty (SHFCPA) 17630 15,852 15,852 SNF Quality Assurance (SNFQAF) 28509 45,209 45,209
State General Fund 73594 87,348 87,348
State Augmentation 99121 123,730 123,730
Public Health L&C Prog Fund (PHL&C) 8042 9,518 9,518
Measure K 81066 121,983 130,668
American Rescue Act 3305 22,736 22,736
CDBG San Mateo 6400 12,800 12,800
CDBG SSF 10000 19,100 19,100
Other City Grants - Burlingame 580 700 700
Other City Grants - Foster City 0 5,000 5,000
Other City Grants - Menlo Park 3000 3,000 3,000
Other City Grants-Town of Colma 2500 2,500 2,500
Sub-Total 443,953 599,578 608,263
Healthcare Districts
Peninsula Health Care District 35000 70,000 70,000
Sequoia Healthcare District 75000 75,000 75,000
Sub-Total 110,000 145,000 145,000
In Kind volunteer hours 81240 115,000 115,000
Interest Income 498
Other Income 2805
Total Revenue 745,961 982,578 976,263
Board Approved 6/16/2023
DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 Expenses
Actual
Jul 22- Apr
23 FY22/23 FY23-24
5%
Development/Marketing
Fundraising
Grant Writing 30000 36,000 36,000
Event Planner 0 0 0
Volunteer Recognition Luncheon 0 10,000 10,000
Fall Event 0 0 0
Holiday Appeal 3695 1,900 1,900
Sub-total 33,695 47,900 47,900
Marketing
Marketing PR 2762 3,500 3,500
Sub-total 2,762 3,500 3,500
Printing & Reproduction
Newsletter/Annual Report 0 1,000 1,000
Brochures/tentcards/bus cards 0 3,000 1,500
Website 319 2,000 1,500
Other 3 0 0
Sub-total 322 6,000 4,000
Employee Expense Direct
Payroll 542790 688,041 728,294
Benefits (medical, dental) 20697 20,943 17,278
ER Taxes 45678 57,689 60,768
Workers Compensation 2434 2,543 2,704
Sub-total 611,599 769,216 809,044
Employee Indirect Expenses
Education 0 2,000 1,000
Recruiting 2849 750 750
Mileage Reimbursement 16371 10,000 18,000
Payroll Service Fee 3035 3,500 3,500
Sub-total 22,255 16,250 23,250
Operating Expenses
Board Expenses 0 3,000 3,000
Sub-total 0 3,000 3,000
Facilities & Equipment
Computer Maintenance 600 2,400 2,400
Computer Software 3380 3,850 3,850
Maintenance Agreements 4435 2,410 2,410
Moving Expenses 0 0 6,000
Office Equipment 0 2,000 2,000
Office Furnishings 0 1,000 1,000
Rent 10000 12,000 12,000
Sub-total 18,415 23,660 29,660
Financial Expenses
Accounting/Audit 14000 14,000 14,000
Investment Advisory Fees 0 0 0
PayPal Fees 413 1,500 1,500
Bank Charges 102 25 25
Sub-total 14,515 15,525 15,525
Insurance
Directors and Officers 2305 1,935 1,935
General Liability 3053 3,280 3,280
Membership Dues & Subscriptions 3924 3,000 3,000
Other Meeting Expenses 138 500 500
Office Supplies 2984 3,500 3,500
Postage and Delivery 823 1,500 1,500
Telephone and Internet 4809 5,000 5,000
Sub-total 18,036 18,715 18,715
DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560 Expenses
Actual
Jul 22- Apr
23 FY22/23 FY23-24
5%
Program Expense
Misc 1440 1,000 1,000
Intern Stipend 9000 9,000 0
Professional Services/contracted srvcs 3271 0 0
Hiring Costs for new ED 25000 0 0
Corporate Registration 200 180 180
Taxes 0 125 125
Sub-total 38,911 10,305 1,305
Special Projects
Alzheimer's Association Conference 0 2,500 0
Friendly Visitors 8414 6,650 5,000
Make A Wish For Seniors 2119 0 0
Music and Me 25028 35,000 35,000
Robitic Pets 1542 1,500 1,500
Tablets for Residents 0 10,000 0
Sub-total 37,103 55,650 41,500
Volunteer Expenses 3879 8,350 8,850
Volunteer In-kind hours 81240 115,000 115,000
Total Expenses 882,732 1,093,071 1,121,249
(136,771) (110,493) (144,986)
Endowment Transfer ($100,000 and $25,000 for FY22-23) 125,000 125,000 100,000 Revised Net Income (11,771) 14,507 (44,986)
DocuSign Envelope ID: 623D527A-2E22-4A7D-97D9-346A9D37A560

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483

20,000
[email protected]

0 Operation Santa Claus
X
Since 1949, Operation Santa Claus has provided toy and gift assistance to families in need at the Holiday Season. We are a donation-driven, volunteer-run effort serving families who reside in Colma, Daly City & Broadmoor.

Aimee Saunders
0 2.000
415 744 4049

c/o Daly City Fire Department 10 Wembley Drive, Daly City, CA 94015 6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483 The full contribution will support our program's purchases of gifts and gift cards to distribute to families enrolled in our program.

We rely solely on donations and grant contributions to fund the purchase of the gifts we give out. We aim to fill a need in the community in a world of rising costs. We do not have a staff or any paid employees, The two most important days in our year's calendar are the packing day and our delivery night - these are annual efforts that bring community members together for our gift distribution effort. The reliability and engagement of our veteran volunteer force is a heartening effort to participate in each year.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483 In the past, the Town of Colma has made generous contributions to our efforts. We are very grateful for the support and this opportunity to apply again. We are increasing our request by $500 this year - from $1500 last year to $2000 this year.

Operation Santa Claus remains fully volunteer run and community supported. We anticipate continued support from the general public but we know this is not a guarantee. As well this year, one former foundational funding source is no longer available to us.

Last year, we were able to provide 445 children with newly purchased toys, and 167 teens gift cards. We are very grateful for the financial and volunteer support that the Town of Colma has provided to us in the past, and we hope this additional amount keeps us in the position to provide the same level of service and resource we have provided for decades now.

For some families there is hardship presented during the Holiday season in providing material goods and gifts on top of daily expenses. While we are no panacea for the growing need in our beloved community, we seek to help about 300 families each year, providing gifts for any children under age 14 in their household.

Last year, we were able to provide 445 children with newly purchased toys, and 167 teens gift cards. Within the limits of our space and time, we try as much as we can to meet a need we see in the community.

We do this in partnership with our community First Responders, the Recreation & Parks Department and Daly City Partnership and many dedicated people who give up their free time towards the cause.

Operation Santa Claus is a long-standing volunteer opportunity that engages the community each year, promoting civic pride and fellowship among our citizens. People look forward to volunteering each year and participating in the effort.

Most importantly however, and simply put - we exist to provide holiday gift assistance to Colma families in need and their Daly City & Broadmoor neighbors. 6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483 During the 2022 Holiday Season, we assisted 300 families across Colma, Broadmoor and Daly City, which included 445 children with newly purchased toys and 167 teens with gift cards.

The $1500 donation received from the Town of Colma was included with other fundraising results. All donations were entirely used to acquire the items mentioned above.

In total, our expenses for the season were:

Toy Purchases: $14,000
Gift Cards: $5000
Expenses: $1,700
TOTAL
$21,700
A) We had 16 families with Colma residences in our 2022 delivery program.

B) We make a huge effort to deliver the toys and gifts to homes in one night. We operate out of North County Fire Administration, 10 Wembley Drive in Daly City where gifts can be picked up if delivery to the residence is not available.

C) Our application process is facilitated by Daly City Partnership in whose other services many of our applicants are enrolled. We also advertise through the school district communications to parents about application dates. 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483 X
The Town of Colma is the only municipal entity we received funding from in 22-23, and are seeking funding from in 23-24 to my knowledge. All other funding sources are private or corporate.
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483 94-2920191

Operation Santa Claus
10 Wembley Drive
Daly City, CA
94015
Bobby Stuhler, President
Barney Maffei, Treasurer
Jennifer Linale, Secretary
Maria DeLucchi
Denise Brown
Romeo Benson
Pat Bohm
Marya Ouro-Gbeleou
Mike Stancil
Cameron Christensen
Aimee O’Donnell Saunders

2023 Governing Board
DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483 DocuSign Envelope ID: 42874C10-82AD-4698-A10F-EE6D82BC2483

Board of Directors
Bobby Stuhler, President  Barney Maffei, Treasurer Jennifer Linale, Secretary Maria DeLucchi  Denise Brown Romeo Benson  Pat Bohm  Officer Cameron Christensen

TIN 94-2920191

June 3, 2023

Abigail Dometita
Colma City Hall
1198 El Camino Real
Colma, CA 94014

Dear Abigail,

On behalf of the Operation Santa Claus board, I wish to thank the officers of the City of Colma for the generation donation of $1,500.

During the past holiday season, we assisted 300 families, which included 445 children with newly purchased toys, 167 teens with gift cards.

The $1,500 donation received from the City of Colma was included with other fundraising results.

All donations were entirely used to acquire the items mentioned above:

Toy Purchases: $14,000
Gift Cards: $5,000
Expenses: $1,700
Total $21,700

Please contact me should you require any further information.

Once again thank you for your contribution.

Best Regards,

Jennifer Linale
OSC Secretary
(415) 828-0062 mobile
[email protected]

6/26/2023 Page 1 of 6
Town of Colma
Non-Profit Funding Request Form
FY 2023-24
Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code
Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Reques t: $________________
a. Total Agency Annual Budget: $_______________
b. Number of Agency Em ployees: _______________
c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to pe rsons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or suppo rt businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses. 






 

 
 












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4. Describe reason for request and how funds will be used:








 

 
 


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5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:








 

 
 

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7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:








 

 
 


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9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

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11. Charitable Trust # or EIN #
Please attach a copy of the following:
‰ Roster of current governing board
‰ Current Year Annual Operating Budget
‰ Proof of organization’s tax exempt status
‰ Completed IRS 990 form (filed for 2022 or 2021)
Optional Attachments







 

 
 




Renaissance Entrepreneurship Center
2023 Budget





Revenues
Corporate Contribution 993,000
Foundation Contribution 657,250
Individual Contribution 85,000
Release from TRNA 720,000
Total Contributions 2,455,250
Total Annual Event Revenue 375,000
Government
Federal Grants 3,587,337
State Grants
Local Government Grants
Less: Pass-throu
gh awards (400,000)
Total Government 3,187,337
Total Tenancy 355,000
Total Other Events 2,000
Total Program Service Fees 12,000
Total Earned Income 369,000
Total Other Income 250
Total Revenues 6,386,837
Expenditures
Operating Expense
Personnel
Salar
y and Wages
Total Salary and Wages 3,354,352
Total Benefits & Fringe 608,283
Total Recruitment 15,000
Total Personnel 3,977,635
Professional Services
Total Consultants & Instructors 1,030,000
Other Professional Services 208,000
Total Professional Services 1,238,000
Total Office Expenses 35,900
Total Facilities & Occupancy 463,000
Total Software & Equipment 150,000
Total Travel & Meetings 35,000
Total Annual Event Expense 150,000
Total Program Expenses 75,500
Total Operational Expenses 45,700
Total Depreciation 125,300
Total Operating Expense 6,296,035
Total Expenditures 6,296,035
Total Revenues over Expenditures 90,802









 

 
 

Board of Directors
July 2023
Board Chair*
Alison Davis
8 years
Managing Partner
Fifth Era
Tiburon, CA 94920
Vice Chair*
Craig Jacoby
16 years
Partner
Cooley LLP
San Francisco, CA 94111
Treasurer*
Karly Wang
7 years
Key Advisor
Berkeley SkyDeck
Piedmont, CA 94611
Secretary*
Melissa Boyd
6 month
Partner
Cooley LLP
San Francisco, CA 94111
Audit Chair*
Sandor Straus
26 years
Managing Member
Tigmera, LLC
Walnut Creek, CA 94596
Gary Cookhorn
1 Month
CFO
Health2047
Yasmin Eichmann Datta
7 years
Investor and Advisor
Los Altos, CA 94024
Munish Gandhi
6 years
Co-Founder and COO
Productiv Inc.

Redwood City, CA 94065
Heidi Gibson**
7 years
Senior Director, Product Lead
Growth, Adobe
Oakland, CA 94510
Neal Gottlieb**
6 years
Founder and CEO
Crain App Inc.

Sausalito, CA 94965
Philip Koblis
Senior Vice President
7 years
Comerica Bank
San Francisco, CA 94111
Duncan Logan
2 years
Co-Founder and Partner
9Zero Ventures
Santa Barbara, CA 93105
Rich McCline, PhD
2 years
McCline & Associates
Entrepreneurial Leadership &
Strategic Management
Consulting
Alameda, CA
Goro Mitchell**
1 year
Owner
Mitchell’s Environmental LLC
East Palo Alto, CA 94303
*Executive Committee member
**Renaissance graduate







 

 
 

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1

X
44 Visitacion Avenue, Suite 206, Brisbane, CA 94005
205,942
Ariel Cherbowsky Corkidi
63 [email protected]

San Bruno Mountain Watch helps the public learn about and explore San Bruno Mountain’s history and environment, works with local communities to restore the mountain’s native habitats and cultivate its flora at the Mission Blue Nursery, and protects its open space.

San Bruno Mountain Watch
3000
415-467-6631
2 6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 San Bruno Mountain Watch requests funding to educate and engage residents about San Bruno Mountain’s cultural and natural history. Funding will support educational programming that enhances park visitors’ understanding and appreciation of the mountain through digital and in-person programming.

One example is the "Exploring Colma Creek's Past, Present, and Future" project. This initiative aims to provide people with opportunities to learn about the past, present, and potential future of the Colma Creek watershed through digital educational materials and in-person programming. This effort will help Colma residents of all ages engage with various topics related to the watershed they call home and the creek that bears the name of their Town. Themes explored include the historical ecology of the watershed, the headwaters and tributaries on San Bruno Mountain, the mouth of the creek at the San Francisco Bay shoreline, flora and fauna of the creek, urban creek issues, flood control efforts, adaptations to forecasted sea-level rise, and more.

The San Bruno Mountain Muses project provides youth and families with opportunities to engage in outdoor creative expression, including nature journaling, environmental poetry, natural science illustration, land art, and place-based storytelling during field trips to San Bruno Mountain State and County Park.

Another example is the San Bruno Mountain Dune Defenders project, which involves students in ecological restoration activities on the San Bruno Mountain Dunes (located above John F. Kennedy Elementary School and Hillside Park). By removing invasive ice plants, and replanting dune wildflowers, students bring back the bloom of the dunes and protect the habitat of the endangered San Francisco lessingia plant. Students learn about plant and animal adaptations to the dune environment, coastal ecological processes, climate change, and sea-level rise.

Furthermore, our San Bruno Mountain Digital Learning Initiative includes the San Bruno Mountain Archives, an online public history project with over 25 themed collections. We also have videos, lessons, and activities on our San Bruno Mountain curriculum webpage.

San Bruno Mountain Watch’s funding request is needed to support field trips provided to local schools in the vicinity of the Town of Colma so that students can explore San Bruno Mountain and Colma Creek. All of the funding requested—$3,000—will be dedicated to the costs of preparing and hosting field trips for the projects mentioned in the section above (San Bruno Mountain Muses, Colma Creek, San Bruno Mountain Dune Defenders, etc.). Each field trip is estimated to cost $500, consisting of staff time dedicated to planning and coordinating the trips, developing the field trip curriculum and materials such as printed activity booklets, and the set-up, hosting, and clean-up on the day of the field trips. This equates to 12.5 hours of staff time at a rate of $40 per hour per field trip. The $3,000 request to the Town of Colma would fund six field trips to San Bruno Mountain and Colma Creek for local schools serving Colma residents during the 2023-2024 fiscal year.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 San Bruno Mountain Watch did not submit a grant request in the previous year.

By funding San Bruno Mountain Watch’s educational programming, the Town of Colma will be providing its residents with learning resources and active, outdoor experiences that will deepen their appreciation, civic pride, and love for the Town's unique environmental location and setting—at the base of San Bruno Mountain and within the Colma Creek watershed.

Supporting San Bruno Mountain Watch's engagement with local schools will maintain field trips to San Bruno Mountain as an enjoyable part of the local school experience—providing another example of why these schools are great choices for current and future residents.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 A. In prior years, we have provided field trips and classroom presentations to hundreds of students from the Jefferson Elementary School District and the South San Francisco Unified School District. Some of these students were Colma residents who attend schools located in close proximity to the Town of Colma, such as Susan B. Anthony Elementary, John F. Kennedy Elementary, El Camino High School, Summit Shasta High School, etc.

B. Colma residents may receive our services or programs on San Bruno Mountain State & County Park, at their schools, and at our native plant nursery. They may also engage with our digital educational materials from their homes.

C. We engage Colma residents through the Jefferson Elementary School District and the South San Francisco Unified School District by providing students and parent chaperones with educational field trips to San Bruno Mountain. Colma residents are among those who receive our newsletters and our social media with information about San Bruno Mountain and invitations to join free upcoming events, such as public guided hikes and volunteer programs. Access to digital educational materials about San Bruno Mountain is freely available to all through our website. The Colma Historical Association kindly lists San Bruno Mountain Watch and our website in the section of their newsletter featuring other local organizations.

San Bruno Mountain Watch did not submit a grant request in the FY 2022-23. 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1

San Bruno Mountain Watch received a payment of $1,252.58 from the City of South San Francisco for plants sold by our Mission Blue Nursery to the Sign Hill Stewards habitat restoration project. A similar plant order and payment are anticipated in FY 2023-24.

X
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 94-3235791

The Board of Directors of San Bruno Mountain Watch
Y oni Angelo Carnice received a Master in Landscape Architecture from the Harvard Graduate School of Design. His thesis work explored how the design of a mountain trail and gardens can weave together the stories and materiality of San Bruno Mountain and the Filipino diaspora.

Y oni previously worked on ecological restoration projects in the Presidio and is currently carrying out a project revolving around the in fluence of artist and gardener Demetrio Braceros on Cayuga Park. Y oni is a Designer at Meyer Studio Land Architects.

Christopher Chou is an attorney in public service. He completed his undergraduate education at Northwestern University and has a PhD and a JD from Stanford University. Chris is fascinated by how emerging technologies are transforming our urban environment and he's committed to helping cities and communities innovate to become more dynamic, inclusive, sustainable, and equitable. For Chris, San Bruno Mountain is an integral part of the urban landscape and connects us with a shared history, both urban and natural. He lives in Daly City and is an attorney in the San Francisco City Attorney’s O ffice.

T era Freedmanserves as the president of the board of directors. As a child, she was involved in the grassroots e fforts to save the mountain alongside her parents. Her father also served on the board of directors—during his tenure, T era got involved in the construction of the Mission Blue Nursery a decade ago. T era is the Director of Education Outreach at Industrial Design Outreach. T era lives in San Francisco.

Reina Kahn is a Geospatial Analyst with a Master's degree in Geospatial Information and T echnology from the University of Southern California. Reina has been a U.S. Peace Corps volunteer and served in Jamaica and Guatemala developing GIS programs in rural communities. She has also worked with the CA Department of Food and Agriculture in its invasive weed and mitigation program. She is a Senior Geographic Information Science Analyst at Atkins. Reina is interested in using her GIS skills in an environmental capacity developing and supporting habitat conservation and awareness. Her passion for San Bruno Mountain stems from her experience living in Brisbane and hiking the mountain daily. She enjoys the quiet respite of the mountain amidst the urban landscape.

Ann Kircher is a biologist with a B.A. from Washington University and a M.A. from Duke University. Ann spent her academic career teaching at the College of Alameda. She is interested in native plants, horticulture, and environmental activism. Her passions for San Bruno Mountain are protecting the natural environment, restoration of damaged areas, acquisition of adjacent natural areas, and inclusion of people in the surrounding communities into the wonders of the Mountain. Ann is retired.

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 Candace LaCroix serves as the vice president of the board of directors. Candace is the Natural Resource Specialist for the City of South San Francisco managing the Sign Hill Restoration Project. She holds A.S. degrees in Biology, Environmental Science, Environmental Studies, and Science and Mathematics from City College of San Francisco as well as a B.A. degree in Psychology from Stephen F . Austin State University. She has worked in various natural resource conservation e fforts including supporting habitat restoration monitoring for Santa Clara Valley Water District, serving as a Bio-diverse City Intern for Climate Action Now! in San Francisco, and volunteering as a researcher for T exas A&M University’s research facility in the Peruvian Amazon monitoring macaw and parrot populations. Prior to embarking on a career in wildlife conservation, she spent 7 years in social work supporting individuals and families in improving their housing stability, financial literacy, and career advancement. Her experiences advocating for underserved communities have made her passionate about the critical role that public open spaces play in community health.

Thomas Lambert is a retired accountant who previously served for multiple years as the treasurer of the board of directors. T om lives in Brisbane near the mountain’s forested canyons and enjoys hiking the trails close to home.

Emma Lewis serves as the secretary of the board of directors. Emma is studying environmental law at UC Berkeley’s School of Law and holds a B.S. in Environmental Sciences and Studio Art from the University of Virginia. She previously worked for the City of South San Francisco, launching and overseeing the Sign Hill Stewards Habitat Restoration Project. Emma was also an AmeriCorps member with the Bay Area-based nonpro fit Grassroots Ecology and worked to restore watersheds through volunteer programming. She is passionate about sharing the unique ecological stories of San Bruno Mountain with its surrounding communities.

Brian Parish serves as the treasurer of the board of directors. Brian is a retired accountant who worked in the healthcare industry. Before joining the board, Brian was a consistent volunteer at San Bruno Mountain Watch’s Mission Blue Nursery and still partakes in the nursery program in his free time. He resides in San Francisco.

Michele Salmon was born and raised in Brisbane, California on the flanks of San Bruno Mountain on the street where she still lives. In the 1960s, Michele‘s parents played a major role in thwarting plans to scrape o ff the top of the mountain for a new city and her father served on Brisbane’s first City Council. Her deep connection to the mountain inspired her degree in biology at San Francisco State University. She has retired from a 40-year career in Direct Marketing and also serves on Brisbane’s Open Space and Ecology Committee. Michele is a constant advocate for our environment and was featured in a documentary about the Endangered Species Act.

Danny Yanow is a recently retired middle school history teacher who taught in South San Francisco at Westborough Middle School and served as the president of the teachers union.

Prior to joining the board, Danny collaborated with San Bruno Mountain Watch on field trips and volunteer events to San Bruno Mountain for his students and volunteered at the Mission Blue Nursery.

DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 San Bruno Mountain Watch
Budget Overview: 2023 SBMW Budget - FY23 P&L
January - December 2023

!"
TOTAL
Revenue
Total Revenue
GROSS PROFIT $0.00
Expenditures
4220 Cost of Goods or Services Donated 300.00
7000 Payroll
7010 Gross Wages 112,849.00
7020 Payroll Taxes
7021 Federal Payroll Taxes 8,633.00
7022 CA SUI/ETT 881.75
Total 7020 Payroll Taxes 9,514.75
7030 Employee Benefits
7031 Health Care Reimbursements 7,920.00
Total 7030 Employee Benefits 7,920.00
Total 7000 Payroll 130,283.75
7100 Contract Services
7110 Accounting Fees 870.00
7120 Contracted Program Services
7124 Mission Blue Nursery Contractors 750.00
Total 7120 Contracted Program Services 750.00
Total 7100 Contract Services 1,620.00
8000 Occupancy Expenses
8010 Rent
8011 Office Rent 8,100.00
Total 8010 Rent 8,100.00
8020 Nursery Utilities
8021 Portable Toilet 2,050.00
8022 Waste Collection Services 500.00
8023 Water 1,300.00
Total 8020 Nursery Utilities 3,850.00
Total 8000 Occupancy Expenses 11,950.00
8100 Printing and Mailing
8110 Publications, Brochures, Cards, Flyers, & Envelopes 9,000.00 8120 Copier Fees 1,500.00
8130 Mailing
8131 Direct Mail 2,800.00
8132 PO Box 216.00
8133 Postage 500.00
Total 8130 Mailing 3,516.00
Total 8100 Printing and Mailing 14,016.00
DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 San Bruno Mountain Watch
Budget Overview: 2023 SBMW Budget - FY23 P&L
January - December 2023

#!"
TOTAL
8200 Advertisements & Promotional Expenses 700.00
8300 Business Expenses
8320 Dues & Subscriptions 450.00
8340 General Licenses, Permits, and Registrations 200.00 8350 Payment Processing Card Fees 2,000.00
8360 Payroll Service Fees 660.00
Total 8300 Business Expenses 3,310.00
8400 Information Technology
8410 Internet & Phone 275.00
8420 General Software 350.00
8421 Accounting Software 150.00
8423 Email Marketing Software 780.00
8424 Geographic Information System Software 100.00
8425 Website Platform Software & Domain 750.00
8426 Self-Guided GPS Tour Software 1,188.00
8427 Video Conferencing Software 120.00
8428 HRA Software 960.00
8429 Graphic Design Software 150.00
Total 8420 General Software 4,548.00
Total 8400 Information Technology 4,823.00
8500 Nonprofit Insurance 2,874.00
8510 Worker's Compensation Insurance 9,815.00
8600 Program Expenses
8610 Arts & Crafts 1,000.00
8630 Construction Materials 1,000.00
8631 Nursery Storage Containers 2,000.00
8632 Nursery Tables 700.00
8635 Fertilizers & Hormones for Nursery 50.00
8640 Food, Beverages & Supplies for Volunteers or Outreach Events 800.00 8645 Fuel for Equipment 200.00
8650 Landscape Flagging & Signage 150.00
8651 Botanical Signs and Interpretive Signs 1,500.00
8655 Tools 1,500.00
8660 Personal Protective Equipment 700.00
8665 Pest Management Materials and Equipment 5,000.00
8666 Fencing 650.00
8670 Plant Labels 550.00
8675 Pots 1,700.00
8676 Plants and Seeds 500.00
8680 Soil Mix 2,400.00
8685 Laundry of Gloves and Apparel 130.00
8690 Carts and Wheel Barrows 1,000.00
DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 San Bruno Mountain Watch
Budget Overview: 2023 SBMW Budget - FY23 P&L
January - December 2023
"!"
TOTAL
8695 Irrigation Equipment 600.00
Total 8600 Program Expenses 22,130.00
8700 Office Supplies 250.00
8720 Office Equipment 250.00
8850 Fundraising Event Expenses
8852 Event Supplies 800.00
8853 Food and Beverages 1,000.00
Total 8850 Fundraising Event Expenses 1,800.00
8900 Travel & Meetings
8910 Conferences, Meetings & Workshops 500.00
8930 Parking & Tolls 20.00
8945 Truck & Van Rentals 1,300.00
Total 8900 Travel & Meetings 1,820.00
Total Expenditures $205,941.75
NET OPERATING REVENUE $ -205,941.75
NET REVENUE $ -205,941.75
DocuSign Envelope ID: 3A28668C-932C-4BA4-9261-8AFE3371AFB1 5(3257727+(
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6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
(Exempt Organizations Only)
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: _______________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA X
[email protected]
89 455 County Center, 5th Floor Redwood City, CA 94063

2 The Jobs for Youth program supports San Mateo County youth ages 14-21 in achieving their career and higher education goals via our three pillars of success: skills workshops, job opportunities, and scholarships. 4,000

271,319.70
Jordy Pascual
650-363-4386
County of San Mateo Jobs for Youth
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA By supporting the Jobs for Youth Scholarships, the Town of Colma helps high-need youth build a better future for themselves, their families and our communities. The Town of Colma generously provided $500 in 2016, $1,500 in 2017, $2,000 in 2018, $2,500 in 2019, $3,000 in 2020, $3,000 in 2021, and $4,000 in 2022.

This fiscal year, Jobs for Youth is requesting $4,000 to fully fund two higher education scholarships. The Jobs for Youth Operating Budget is fully sustained by the County of San Mateo; 100% of all grant monies received will directly support San Mateo County youth in achieving their higher education vocational training and, ultimately, long-term career and financial goal that will benefit them and our society. 100% of funding will go directly to the Jobs for Youth Scholarship Trust Fund. Founded in 2005 by former Mayor of Daly City Al Teglia, the Scholarship trust fund was born out of the recognition that low-income Jobs for Youth participants needed support to achieve their higher education and vocational goals. The Scholarship Trust Fund is available to all San Mateo County youth ages 16-21 who are at least a high school junior with a 2.0 cumulative GPA and have attended at least one Jobs for Youth job skills workshop, with strong preference given to low-income youth who have encountered hardship. Jobs for Youth Scholars may only receive one JFY scholarship in their lifetime.

In addition, Jobs for Youth provides Jobs for Youth members access to an online job board. New jobs are added to the job board daily to help youth find jobs near their home. Jobs for Youth posts employment opportunities located in the Town of Colma to help youth connect to business and help with economic development. Some of the businesses are Men’s Wearhouse, Bath & Body Works, Ashley Home Store, Old Navy, Dollar Tree, Ross, Ulta Beauty, The Home Depot, Target, GameStop, Michael's, Office Depot, Chipotle.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA The Town of Colma’s 2023-25 strategic plan includes a focus on community, with planned programs to expose and develop lifelong skills for youth. By partnering with Jobs for Youth, the Town of Colma will be supported in achieving these goals. Jobs for Youth offers various different workshops that help youth develop interpersonal skills, technical skills, job preparedness skills. Town of Colma youth who take one of our workshops not only become eligible for the scholarship, but also receive other exclusive benefits which include 1:1 mentoring, access to our youth focused job board, a monthly newsletter that highlights development opportunities, eligibility for our Summer Internship program in various departments throughout the County of San Mateo, and membership with the Jobs for Youth Alumni Association.

N/A. The JFY program is requesting the same amount.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA A. In the 2022-23 fiscal year, 324 students from Jefferson Union High School District and 286 students from the South San Francisco Unified High School District attended JFY workshops and became JFY members. 362 of these students live in Colma’s zip codes of 94014 & 94080.

B. Most youth attend workshops on the campus of their schools during the regular school day. JFY went to all the high schools in the Jefferson Union High School District and the South San Francisco Unified High School District. Some of our members attend virtual public workshops or workshops hosted by local libraries and local community organizations throughout the County.

C. JFY works closely with partners in schools and community organizations, including teachers and administrators at Jefferson Union High School District and the South San Francisco Unified High School District, to schedule workshops and advertise our Scholarship program to Colma students, parents, and staff. We also send JFY Members a monthly newsletter which features scholarship information, upcoming workshops, new job and volunteer opportunities, career development tips, and community resources and events.

The generous $4,000 contribution from the Town of Colma funded two full scholarships.

Alexis Aguilar Frias and Gaby Ramos were each awarded $2,000 to help them achieve their higher education dreams!
Alexis will be pursuing a degree in Civil Engineering to make an impact in his community. “I have made it my life's mission to try to make as much of a positive impact on my community and beyond as I can. I want to help solve problems of infrastructure in ways such as ensuring that the Bay Area is prepared for the increasing effects of climate change and helping develop the plumbing and electrical system in my parents’ hometown back in Mexico. I want to be innovative and leave a mark on this world”. Gaby will be attending Skyline College in the fall where she will be learning how to become a pediatrician. Originally Gaby was interested in becoming a mechanic, but after revaluating her values and goals, she decided to change her career path. “Since I really love and care for kids, youth and young adults, I want to become a pediatrician to take care of them and look out for their health.” Both scholars have two years to fully claim their scholarships. Gaby has already claimed her scholarship and Alexis plans to claim his scholarship in the very near future.
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA X
In the 2022-23 fiscal year, Jobs for Youth received the following contributions from the San Mateo County cities:
$4,000 The Town of Coma
$3,000 The City of Foster City
$1,000 The City of Burlingame
This fiscal year, we are requesting the following amounts:
$4,000 The Town of Coma
$4,000 The City of Burlingame (just notified we were awarded $1,100 from the City of Burlingame)
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status

Optional Attachments

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA 94-6000532

SAN MATEO COUNTY BOARD OF SUPERVISORS
Jobs for Youth has a number of stakeholders who provide direct and indirect oversight of our program. These stakeholders include the County of San Mateo Board of Supervisors, the Executive Director of the County of San Mateo Human Resources Department, and a core group of dedicated volunteers who make up our Jobs for Youth Workgroup. 2023 Board of Supervisors

HUMAN RESOURCES DEPARTMENT LEADERSHIP TEAM
Jobs for Youth is part of the Organizational Development and Communications division of the County of San Mateo Human Resources Department. The Manager of the Organizational Development and Communications division is Conrad Fernandes. Jobs for Youth also receives oversight from Deputy Director Theresa Rabe and Executive Director Rocio Kiryczun.

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA

JOBS FOR YOUTH WORKGROUP MEMBERS
Name Affiliation Title Cherie Colin Skyline College Dir. of Community Relations Erika Dugay Youth Leadership Institute Program Manager Hal Kataoka Career Valor Founder & Director Leslie Lowe County of San Mateo EDD Retired Molly Lai Genentech Inc. Research Associate Rubie Macaraeg County of San Mateo Office of Education College/CTE Coordinator Dana Reynolds Faataui Roblox Sr. L&D Business Partner Sylvia Yeh Kataoka Career Valor Assistant Director

JOBS FOR YOUTH WORKGROUP
JFY Workgroup
Jobs for Youth has a special core group of dedicated
volunteers who make up our Jobs for Youth Workgroup.

DocuSign Envelope ID: 5FEB601B-E503-49C5-89C5-8661E8E150BA

JFY OPERATING BUDGET
$207,944.75

The Jobs for Youth Operating Budget for FY 2022-23 is as follows:

JFY OPERATING BUDGET

JFY OPERATING BUDGET
Jobs for Youth has two financial accounts, an Operating Budget account and a Scholarship Trust Fund account. The monies in these two accounts remain 100% separate, with 100% of the Scholarship Trust Fund account used exclusively for Scholarships.

The 2023-24 Operating Budget is currently under development, and we are happy to provide it once it is finalized. Please note that the JFY operating budget is reevaluated every two fiscal years.

CURRENT YEAR ANNUAL OPERATING BUDGET
Town of Colma

J O B S F O R Y O U T H
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:ŽƌĚLJWĂƐĐƵĂů
WƌŽŐƌĂŵDĂŶĂŐĞƌ
ϭŚŝŐŚĞƌĞĚƵĐĂƚŝŽŶƐĐŚŽůĂƌƐŚŝƉ
Best Regards,
Alexis Aguilar-Frias
Jobs for Youth Scholar
Dear Town of Colma,
2023 Al Teglia Scholars Overview
The 2023 Town of Colma Sponsored Scholars
2022-23 Final Report
The Jobs for Youth Scholarship Committee, composed of staff and volunteers, selected 20 inspiring youth to receive the 2023 JFY Al Teglia Scholarships. The 2023 Scholars have continuously shown resiliency and hope. Receiving the Jobs for Youth Al Teglia Scholarship is just one small brushstroke in what these bright youth will do as they paint their own paths to their colorful future. The Town of Colma's $4,000 grant sponsors two of these Scholars: Alexis Aguilar Frias & Gaby Ramos. We are pleased to share the bios and thank you notes from each Scholar.

Jobs for Youth Al Teglia ScholarshipJOBS FOR YOUTH
19 high school
students
Town of Colma Grant Report
in Scholarship funds awarded
$40,00020
total
Scholars
1 full time college
student
Alexis is committed to serving those in his community and bettering the world we live in.

Alexis just graduated from South San Francisco High School, where he lead the Latinos con P.O.D.E.R. organization, started a campaign to raise money for a child in Latin America, and had planned field trips to the Mission District’s mural scene. Alexis also created an educational website highlighting farmworkers’ working conditions. Alexis dedicated his high school years to uplifting the Latino community and beyond. With dreams of becoming a civil engineer, Alexis’ goals include building a more equitable world for underserved communities.

We look forward to seeing the beautiful world Alexis will help paint in the years to come! I wanted to start off by thanking you for the sponsorship and for the opportunity to be a Jobs for Youth Scholar. This award has truly shown me how the work I have done in my community and academically is seen and appreciated.

Coming from a low income family your financial support will help propel me to aching my academic goals.

Getting a degree in Civil Engineering to me is more than just about making a living. I have made it my life's mission to try to make as much of a positive impact on my community and beyond as I can. I want to help solve problems of infrastructure in ways such as ensuring that the Bay Area is prepared for the increasing effects of climate change and helping develop the plumbing and electrical system in my parents hometown back in Mexico. I want to be innovative and leave a mark on this world.

I am truly humbled by your generosity and support, and I promise to work hard and make the most of this opportunity. Thank you again for investing in my future and for helping me achieve my dreams.

Dear Town of Colma,
Thank you so much for helping me win this scholarship. This is an amazing and unique opportunity for me to be able to pay for my college and be able to help my family and I to not worry as much financially . Thank you for helping me be able to achieve and follow my dreams through my life in college. Without your help I would not be in the position I am today, I am very grateful for all your help and support. I again am very thankful for the help and support I have received.

Sincerely,
Gaby Ramos
2022-23 Final Report
Jobs for Youth Al Teglia Scholarship
Town of Colma Grant ReportJOBS FOR YOUTH
Gaby Ramos is steadfast and fierce. Gaby just graduated from Jefferson High School, where she had been a part of the high school soccer team. She is a leader on and off the pitch, and never quits. Gaby immigrated to the United States several years ago, having to learn a new language and adapt to a whole new country. Passionate about cars and eager to follow in her father’s footsteps, Gaby’s goal is to join Skyline College’s Mechanic program. She loves cars and is fascinated by the way a mechanic can leave their mark on a vehicle, the makings of a true artist! We are thrilled to have Gaby as a 2023 Al Teglia Scholar! Thank you Town of Colma!

6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B

Violeta Palatto
PO Box 1927, San José, CA 95109
To build healthier and more just communities by making bicycling safe and accessible for everyone.

We envision a community that values, includes, and encourages bicycling for all purposes for all people. Our overarching goal is to increase the number and diversity of people using bicycles for everyday transportation.

72.5 1,847,104
X
16 violeta@bikesiliconvalley
.org

(408)673-4794
3,500
Silicon Valley Bicycle Coalition
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B Bike Month in May and Bike to Work/Wherever Days (BTWD) on May 16-18, 2024 are part of a national effort to encourage bicyclists to bike to work, parks, schools, libraries, and shops (in conjunction with public transit) with goals of reducing carbon emissions, improving local air quality, and improving community health.

Locally, Silicon Valley Bicycle Coalition (SVBC) coordinates and oversees a variety of activities in this effort to increase active transportation. Funds received from Colma would go toward:

Free Bicycling classes to all residents and employees in San Mateo and Santa Clara county. Workshops to educate the general public about using your bicycle to commute or replace car trips, including bicycling safety, overcoming barriers to riding, and using bicycles in conjunction with public transportation like BART and SamTrans.

Outreach to Colma-based companies and organizations to help promote employee bicycle commuting and a local partner for hosting a Energizer Station during Bike to Wherever Days.

This is possible with cooperation and collaboration with the city or other local groups to help communicate the details of the Bicycling 101 Workshops and Bike Month activities to the local Colma community.

The program works to encourage bicycling because it is fun, creates a sense of community, and normalizes bicycling. People realize that they don’t have to be an elite athlete, wear special clothing, or have an expensive bike to be a bike commuter.

We are requesting funding because we believe participating in BTWD and encouraging bicycle commuting is a way for the Town of Colma to improve neighborhood quality of life, reduce greenhouse emissions and promote the use of public transit. Funding will go towards running a successful BTWD program during the month of May and continue to strengthen bicycle infrastructure and culture throughout the region. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B Bike to Wherever Day (BTWD) & Bike Month --BTWD is our signature event designed to encourage folks to give bicycling anywhere a try. A positive experience on BTWD inspires new cyclists to continue the habit year-round. In 2024 we’ll continue to organize in-person and virtual events (e.g. classes, rides, webinars) to further spread bicycling love and awareness. Typical participation: 40,000 people per year.

BTWD is a free and fun event that gives people of diverse backgrounds, ages, and ability levels the opportunity to experience and engage with Colma in a new and more meaningful way from the slower-paced saddle of their bike. People who travel by bike gain a greater understanding of community assets and an appreciation for the many resources the city has to offer.

BTWD builds community by bringing together citizens, businesses, government offices, and other entities to celebrate alternative modes of transportation that improve quality of life by reducing traffic congestion and greenhouse emissions while increasing physical and emotional health.

Marketing Opportunity: BTWD offers sponsors the opportunity to have their logos on bags, t-shirts, bike jerseys, posters, and other items distributed to cyclists and the general public. Sponsors are also gratefully acknowledged on our website, in emails, in press releases, and via social media channels.
n/a
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B A, SVBC began expanding the reach of their work to San Mateo County. In 2022 the Town of Colma hosted one energizer station at the Town Hall, and we had one resident officially register to pledge to ride. In 2023 4,718 people pledged to ride during BTWD across SVBC’s 127 energizer stations. In San Mateo County, we saw a sizable increase to 928 pledges – 30.5% more than last year’s 711 pledges.

Our staff equipped the Colma to host an energizer station on May 18th at the Colma Community Center. This year the location was moved to Hillside Boulevard, one of the busiest bike corridors in Colma and North San Mateo County. A total of 12 people visited the Colma energizer station, higher than the prior year and considered a success by Gioia Perez, staff member and returning BTWD energizer station host at the Town of Colma.

In 2024 we’ll continue to reach out to all the residents of the Town of Colma to increase registered participation.

B. SVBC will continue to work with the City of Colma to identify high pedestrian and bike traffic to host an energizer station for the residents.

C.BTWD marketing campaigns prior to and during the month of May. Promotional materials will be shared on social media, websites, press releases, and newsletters to corporations and the general public.

Grant funds from Coma($3,500) enabled SVBC to cover our staff time to deliver Bike Month and Bike to Wherever Day activities and materials such as:

In-person and virtual engaging events (e.g. bicycling classes, rides, webinars,challenges) available at no cost to all residents and employees.

Bike Bash to cap Bike Month festivities, one in San Mateo County and one in Santa Clara County. There we celebrated our 2023 Bike Champions of the year.

Energizer station kit containing: BTWD Bags with ways to connect with SVBC, a SVBC ticker, Weekend BART tickets, repair patch kit.
2 t-shirts for volunteers and 2 additional t-shirts and BTWD bags.

Cowbell
Energizer Station Posters, additional flyers
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B X
FY 2022-2023: City of San Jose 5k,City of Redwood City 5k and Town of Los Gatos 3k.

During 2023 we experienced a loss of funding from cities that didn’t come back to support our efforts.
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B 77-0338658

Silicon Valley Bicycle Coalition
155 S. 11th Street
San Jose, CA 95112
SVBC Board of Directors 2023

1. Amie Ashton (Chair of the Board) - 6 years

2. Gary Brustin - 21 years

3. Melissa Cerezo - 3 years

4. Jennifer Fierman - 1 years

5. Poncho Guevara - 6 years

6. Andrew Hsu - 4 years

7. James Lucas - 10 years

8. Josh Mello - 4 years

9. Jim Parker (Vice Chair) - 15 years

10. Alyssa Plicka (Treasurer) - 13 years

11. Christina Salvatier (Secretary) - 3 years
DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B Revenue
TOTAL

PROPOSED
FY24 BUDGET
Board Donations 20,000
Bequests -
Other Individual Giving 342,245
Foundation & Corporate Contributions 100,000
Employer Matching Contributions 53,000
Government Grants 3,500
Public Contract 699,650
Contract Income 56,000
Program Administration Revenue/Expense 1,200
Miscellaneous Income 153,800
Special Event Sponsorships 397,000
Special Events Tickets Sales 17,000
TOTAL REVENUES 1,843,395
Expenses
TOTAL

PROPOSED
FY24 BUDGET
Salaries 1,378,719
Payroll Taxes 117,191
Health Insurance 53,280
401k Match 20,207
Worker's Comp Insurance 5,838
Staff Development & Training 16,500
Payroll Processing Fee 7,740
Accounting Fees 29,920
Legal Fees 2,640
Marketing & Publicity 6,850
Info Systems & Tech Consultants 6,960
Professional Fees- Other 81,739
Independent Contractors/Program Consultants 161,200
Special Event Venue 1,000
Special Event Food & Nonalcoholic 6,200
Special Event Alcohol 1,300
Special Event Equipment 1,800
Silicon Valley Bicycle Coalition FY23-24 Budget
Silicon Valley Bicycle Coalition FY23-24 Budget
DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B Special Event Misc. Supplies 27,700
Occupancy- Rent -
Bank Fees- Other 7,473
Dues & subscriptions 1,260
Utilities 8,100
Food/Business Meals 3,700
General Liability Insurance 7,680
Licenses & Fees 600
Maintenance & Repairs 6,107
Office Equipment & Furniture- Other 4,992
Outreach Materials 23,500
Postage & Shipping 2,065
Printing & Copying 9,475
Office Supplies 1,760
Telecommunications 6,000
Transportation 4,000
Volunteer Expenses 11,525
Web and email services 18,199
Miscellaneous Expenses 400
Program Supplies- Non Food 1,950
TOTAL EXPENSES 2,045,570
NET OPERATING SURPLUS (LOSS) (202,175)
DocuSign Envelope ID: 6F1959B4-D310-4EA6-876E-3787E030104B T own of Colma | Grant Report FY 2022-23
Silicon Valley Bicycle Coalition
Program Summary & Results
Generous funding from the T own of Colma ($3,500) went towards enabling the Silicon Valley Bicycle Coalition (SVBC) to run a successful Bike to Wherever Days (BTWD) Program during the month of May 2023. This year Bike to Wherever Days spanned three days, May 18-20, with Bike to Work day on May 18th. This event is part of a national e ffort to encourage residents to bike to all types of destinations: work, school, parks, libraries and shops.

Further, SVBC staff organized a month-long set of over 50 additional in-person and virtual events (e.g. classes, rides, webinars) free to all residents and employees in San Mateo and Santa Clara Counties.1 Bike Month festivities were capped with a set of celebratory Bike Bashes after Bike to Work Day at Cognition Cyclery in San Mateo and Stanford Research Park in Palo Alto. There we celebrated our 2023 Bike Champions of the year. 2
The T own of Colma was among only one other San Mateo County jurisdiction that granted funds to the Program (i.e. Redwood City). As such our team gave additional outreach support and opportunities exclusive to funding partners, as detailed below.

We provided Colma’s energizer station ambassadors with all the materials and tips to engage with residents cycling to work and any other individuals passing by. Each table was equipped with a full Energizer Station Kit – a box containing:
● BTWD Bags with ways to connect with SVBC, an SVBC sticker, weekend BART tickets, and other swag from Commute.org.
● 2 Free T-Shirts
● Cowbell for cheering people on as they bike
● Energizer Station Posters
● Extra SVBC flyers
Energizer station hosts were also encouraged to attend 1 of 3 Energizer Station Trainings held on May 8th, 9th and 11th. A Y outube recording was made available as well. 3 3 Energizer Station Training Recording: https://www.youtube.com/watch?v=_zQJkexfavQ 2 Bike Champions of the Y ear: https://bikesiliconvalley.org/news/2023/4/2023-bike-champions-of-year 1 Bike Month Calendar of Events: https://bikesiliconvalley.org/events/bike-month 1 The T own of Colma was recognized on the o fficial BTWD t-shirts, canvas messenger bags, the SVBC website, BTWD posters and all emails sent to bi-weekly to our mailing list of over 25,000 individuals. Marketing of the program was further pushed to all of our social media platforms (Facebook, Twitter, Instagram) and detailed information is on the Program web page. 4 Since the T own of Colma is covered by our North San Mateo County T eam 5, in the months leading up to Bike Month, we sought to recruit our local team members as bike ambassadors to help staff and/or visit the Colma energizer station. Anthony Montes, our community organizer over North San Mateo County, also reached out to our contacts in the Colma planning department working on the Bicycle & Pedestrian Master Plan to coordinate plans for the energizer station and encourage them to leverage the opportunity to obtain plan feedback.

Additionally, we provided Colma with the ability to share with T own sta ff two Private Bike Education workshops (exclusive to funding partners) leading up to BTWD on April 20th and May 9th. Our contact at the T own of Colma received regular emails with bike festivities and other information to share with T own Staff such as the Media toolkit. 6 Evaluating Program Results
We have been able to build on last year’s momentum and improve on Bike Month and Bike to Wherever Days, including in the T own of Colma. This year 4,718 people pledged to ride during BTWD across SVBC’s 127 energizer stations. In San Mateo County, we saw a sizable increase to 928 pledges – 30.5% more than last year’s 711 pledges.

Our staff equipped the Colma to host an
energizer station on May 18th at the Colma
Community Center. This year the location was
moved to Hillside Boulevard, the busiest bike
corridors in Colma and North San Mateo
County. See Strava Metro Heat map to the
right, the green dot indicating station location.

A total of 12 people visited the Colma energizer
station, higher than the prior year and
considered a success by Gioia Perez, sta ff
member and returning BTWD energizer station
host at the T own of Colma.
6 BTWD Media T ool-kit:https://siliconvalleybicyclecoaliti.box.com/s/0td04kkywdc5shevl803rk4ibvoqqmpe 5 The team covers Brisbane, Colma, Daly City, South San Francisco and San Bruno. 4 BTWD Webpage: https://bikesiliconvalley.org/events/btwd 2 Colma Metrics for 2023:
● Bags distributed to Colma: 15
● Visits to Energizer Station: 12
● In our Salesforce database we have 18 bike enthusiasts from the 94014 zip code, 2 of whom were added during Bike Month this year.
● Pledges: 0 – Last year we Colma had one resident pledge to ride.

The actual number of Colma residents or employees among the 12 visitors who received bags is unclear since our pledge data does not indicate Colma residency. This can also means that visitors to the energizer station are likely employees (non-Colma residents) or residents of nearby jurisdictions that pledged to ride.

SVBC recognizes the importance of the Hillside Boulevard corridor as a crucial connector for residents from various neighboring jurisdictions such as Daly City, South San Francisco, San Bruno, Millbrae, Brisbane, and others. It is worth noting that the T own of Colma's investments in bike infrastructure not only bene fit its own residents and employees, but also contribute to reducing car tra ffic and greenhouse gas emissions from trips originating outside the town borders. Given the close proximity between these jurisdictions, North San Mateo County residents move between them seamlessly. SVBC maintains regular communication in the form of our e-bulletin with 180 individuals in the cities covered by our North San Mateo County local team.

Because of these trends, SVBC sees signi ficant potential for increasing participation in the T own by hosting the Bike Month festivities each year. As residents and commuters become more familiar with this community bike program, there is an opportunity to attract more participants. We also have been working at the regional level to get a better handle on counting employees whose place of residence may be di fferent from their place of employment. For next year we are interested in exploring energizer station opportunities on the weekends at key destinations (perhaps in collaboration with Philz or T arget in Serra Center) in order to draw a crowd that may be interested in biking but are not avid commute riders.

While SVBC sta ff has only been managing energizer stations in San Mateo County for the second year, we are actively building upon the e fforts of the local team. We are interested in brainstorming better methods for Colma to log consistent pledges to ride year over year, and in doing so be competitive in the City Challenge where cities compete in the race to have the most per capita pledges. And next year we hope to add a challenge for Elected O fficials to participate.

Our organization is con fident that the local team's energy and enthusiasm will continue to facilitate collaboration with the T own of Colma's planners, particularly on the Bicycle & Pedestrian Master Plan. These ongoing interactions throughout the year can serve as touchpoints to encourage further progress, building upon the successes achieved so far and setting the stage for a successful Bike Month next year.
3 San Mateo County Results
Across San Mateo County, we are seeing the bump in biking during the pandemic taper down a bit as we emerge from COVID (Strava Metro data below). This means more encouragement is needed to ensure residents remain interested in biking as a form of travel, exercise, and recreation.

Bike commuting continues to increase. We have surpassed last year and are almost to pre-pandemic levels:

Energizer Stations. The number of energizer stations in San Mateo County has fluctuated over the years. We saw a drastic decline in energizer stations compared to last year (40% fewer). So it is actually very heartening to see the T own of Colma prominently engaged even as larger cities, tech and biotech companies have reduced their participation. 2018: 50
2019: 49
2020: 19
2021: 26
2022: 63
2023: 38
4 Accounting of Grant Funds
Grant funds from Colma ($3,500) enabled SVBC to cover our sta ff time to deliver Bike Month and Bike to Wherever Day activities detailed within this grant report.

Bike to Wherever Days SVBC Budget for Personnel Time:

Actual expenses: $76,463.75
5 6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 [email protected]

7,500.00
Keri Kirby
~80%
X
Sitike's mission is to provide community-based counseling and education in a safe and healing environment that embraces the cultural and emotional needs of every client and to help people find hope, resiliency and life-affirming change.
1,318,724
306 Spruce Ave, First Floor, South San Francisco CA 94080

X
17 650-589-9305
Sitike Counseling Center
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 Sitike Counseling Center (“Sitike”) opened its doors in 1988 – born of a passionate commitment to offer hope and healing to people whose lives are affected by addiction and mental illness. The name of the agency, “Sitike,” is an Apache meaning a group of non-related people who come to the aid of a person in crisis. Our vision is a community where diversity, compassion, healing and growth are encouraged, valued and celebrated.

The devastating effects of substance abuse, mental illness and violence are diminished. Relationships, families and children thrive.

We understand that it is the expectation - not the exception - that our consumers will have complex/multiple challenges and that any successful initiative to address individuals with complex needs must be grounded in hope, resilience, wellness and respect for the role of culture in the health and healing of individuals, families and communities.

These funds will be used to offer reduced cost or no cost services to those without the ability to pay. We believe that services should be available to all, regardless of an individual's financial status. We are committed to assisting all who walk through our doors in understanding why they are here and help them in developing the tools they need to turn their life around.

This funding allows Sitike to maintain a sliding-scale model that ensures equal access to treatment and services for the unemployed, the underemployed, the unhoused members of our community, and other vulnerable populations. Our hope is to create a people-centered solution that provides a universal gateway to our services for those. that need it most.

People with substance use disorders are at particular risk for developing one or more primary conditions or chronic diseases. The coexistence of both a mental illness and a substance use disorder, known as a co-occurring disorder, is common. According to the Substance Abuse and Mental Health Services Administration (SAMHSA), approximately 9.2 million adults in the United States have a co-occurring disorder.

These burdensome conditions have significant physical, emotional, functional, social, and economic consequences for people who live with these disorders, their loved ones, and society as a whole. Individuals living with a co-occurring disorder struggle with increased mortality rates, worse psychiatric symptoms, less engagement in treatment, more challenges functioning in everyday life, higher rates of suicidal and violent behavior, higher likelihood of overdose, legal problems, homelessness, and significant physical health problems. They also experience more frequent intensive health services, with more emergency department visits and longer inpatient hospital admissions.

Over the past two decades, the behavioral health field’s knowledge of the outcomes, service needs, and treatment approaches for individuals with co-occurring disorders has expanded considerably. Co-occurring disorders are complex and bidirectional. They can wax and wane over time. The most common treatment for co-occurring disorders involves an integrated treatment model that can stabilize both the symptoms of the co-occurring disorder and provide the foundation for lasting recovery. Sitike’s programs are uniquely positioned to assist all folks in recovering from these devastating co-occurring disorders. Sitike's programs make it possible for clients to get affordable, quality care. Through intervention in a timely manner, our services help lower long term health costs, free up other limited community resources, and safe lives. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 This year's request includes an additional $1,000.00. We are seeking additional funds to assist with managing the influx of referrals for low-income clients and to assist with the rising cost of doing business. The Consumer Price Index indicates that prices are ~7% from a year ago, inflation has had a significant impact on the Bay Area, and because the cost of living and basic needs in San Mateo County continues to be one of the highest in the state.

Substance use and acute mental illness directly affect millions of Americans every year, causing motor vehicle crashes, crimes, injuries, reduced quality of life, impaired health, and far too many deaths. Folks with co-occurring disorders have unique biopsychosocial needs that need to be addressed if their treatment is to be successful. The medical, social, emotional, and financial consequences and costs of these disorders to individuals, families and society are enormous.

Because co-occurring disorders can compromise every aspect of a person's life, such as their physical health and well-being, emotional state, spirituality, and more, treatment approaches should also be dynamic and integrative. As a person heals from the inside out, it is crucial that maladaptive behaviors be rectified, and healthier coping mechanisms are implemented. Teaching positive strategies for coping in lieu of substance abuse will be an essential part of the recovery process. Similarly, it is necessary for a folks to heal and process any underlying psychological trauma that may have contributed to the development of co-occurring disorders. This will also be an integral and necessary part of treatment and recovery.

Through public partnerships and by embedding our programs and services into the larger community we can reduce the burden on the larger health care and governmental system while also increasing access to care, improving the quality of services provided, and saving lives. Additional benefits to the Town of Colma include a reduction of substance use, intimate partner violence, and calls to emergency services (Fire, Police, Child Protection Services, etc.) in the general population.

Sitike can also provide confidential services to Town of Colma employees through EAP benefits/private pay sliding-scale services.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 With the support from the Town of Colma, we have been able to continue helping low-income, vulnerable communities affected by addiction, mental health, and intimate partner violence.

Our services provide a critical safety-net for those most vulnerable among us and because of the support of the Town of Colma, we are able to offer technology devices and data plans, sliding-scale fees, and scholarships for clients to support those who are unable to pay out-of-pocket or those who are affected by the digital divide.

In the past year, two other nonprofits providing similar services in San Mateo County closed, and Sitike has committed to absorbing clients who need continued treatment.

Since 2020, the total number of clients served by Sitike each year has more than tripled.

During last year's grant period, Sitike served 14 residents from the Town of Colma.

Sitike is currently offering both in-person and telehealth services that best meet the community need. Sitike also engages directly with the community by offering educational trainings and workshops including a new, two-day "Navigating the Behavioral Health Care System (a symposium bringing together key agencies providing mental health, housing, and addition services in our community), Mental Health First Aid Trainings, and numerous events throughout the month of September in honor of "Recovery Happens Month." We are also willing and able to provide agency tours or Lunch & Learn meetings with Town of Colma employees to help educate community members about our services and how to make a referral to our programs.

Our services are provided county-wide and are listed in all directories. We have a following on social media (LinkedIn, Facebook, Instagram) and offer a quarterly newsletter in an effort to increase our visibility and accessibility in the community. We are also listed in all state level directories including Atlas, CADPT, and others.
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 X
Requested and received in FY22-23:
1) $6,500 from Town of Colma
2) $10,000 from Genentech
3) $5,000 from Sares Regis Foundation
4) $21,432 from MHSA
Anticipated in FY22-23:
1) $5,000 from MHSA
2) $5,000 from Sares Regis
3) $10,000 from Genentech
4) $7,500 from Town of Colma
5) $25,000 from Behavioral Health and Recovery Services 6) $3,000 from San Bruno Community Foundation
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 94-3065810

Sitike Board of Directors – Revised 8.8.23
Name Contact Information Occupation Board
Position
Committee
Assignment Elected Elected as
Officer Term Expires
Rod
Walton
5118 164th St. SW, Unit D4
Edmonds, WA 98199
[email protected]
Senior Director,
Outreach and
Learning Center,
Hamlin Robinson
School
President Executive,
Advancement 05/31/2016 11/29/22 05/31/2024
Anil Awasti
5333 Park Highlands Blvd. #27
Concord, Ca 94521
(415) 846-7129
[email protected]
Chief Human
Resources Officer,
Global Fund for
Women
Vice
President Executive 09/29/2015 11/29/22 09/29/2023
Elizabeth
Fricke
3960 Chatham Court
SSF, CA 94080
(650) -784-9003
[email protected]
Commercial
Underwriter,
Beazley Insurance
Services
Member Finance 10/1/2020 11/29/22 10/1/2024
Peggy
Wong
111 Rimmon Road
Woodbridge, CT 06525
(909) 238-8668
[email protected]
Graduate Student,
Yale School of Nursing Secretary Finance 5/19/2020 11/29/22 5/19/2024 Kristin
Ditlevsen
PO Box 608
Santa Cruz, CA 95061
(650) 888-0067
[email protected]
Senior Vice President,
Relationship
Manager,
Beacon Business Bank
Treasurer Finance 1/28/2020 11/29/22 1/28/2024
Shalom
Tzvi Shore
102 Canada Street
Hamilton, ON L8P 1P3
(443) 467-5130
[email protected]
Chief of Staff –
Product Manager &
UX Strategist, Jewish
Content Network
Founder – Navya
Hypnosis
Member 7/28/2023
DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

Kevin
Reamy
115 Marietta Drive
San Francisco, CA 94127
(650) 248-3870
[email protected]
Retired, Formerly at
NerdWallet, LinkedIn Member 7/28/2023

DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1 FY23-24 Draft Budget
Agency
Total

SMC-ODS
Overall Anger Mgmt DV DEJ FOP CPS Private Fund Admin
Salaries 758,023 410,666 3,088 28,723 5,180 288,074 6,851 3,066 9,011 3,364 Health Benefits 146,232 57,685 479 6,152 876 54,175 1,132 511 1,063 24,159 Payroll Tax 70,068 32,919 247 2,302 415 23,093 549 246 722 9,575 Workers Comp 6,556 3,080 23 215 39 2,161 51 23 68 896
Total Personnel 980,879 504,350 3,837 37,392 6,510 367,503 8,583 3,846 10,864 37,994

BUILDING
Rent--306 Spruce 74,585 41,767 1,491 3,729 1,491 23,121 2,237 372 372 5 Rent-Parking & Meetings 4,800 2,688 96 240 96 1,488 144 24 24 0 Utilities 500 285 10 25 10 155 10 2 2 1
Website 1,000 570 20 50 20 310 10 5 10 5
Maintenance 6,000 3,420 120 300 120 1,860 60 60 0 60
OFFICE
Postage 1,000 410 10 50 20 400 20 10 75 5
Equipment Purchase 2,000 1,000 20 100 40 740 40 20 20 20 Printing & Photocopying 5,000 2,250 50 250 100 2,000 150 50 100 50 Telephone 9,000 4,500 90 450 180 3,330 180 90 90 90

PROGRAM
Supplies 20,000 9,200 100 400 400 9,000 600 100 200 0
Food 3,000 3,000 0 0 0 0 0 0 0 0
Medical Doctor 15,000 15,000 0 0 0 0 0 0 0 0
Drug Testing other 12,000 6,600 0 0 1,800 0 0 3,600 0 0 Drug test contracts 9,333 0 0 0 0 0 9,333 0 0 0
0 0 0 0 0 0 0 0 0 0

TRANSPORTATION
Mileage reimbursement 2,000 1,780 60 60 0 100 0 0 0 0
Client transportation 0 0 0 0 0 0 0 0 0 0

ADMINISTRATIVE
Accounting/audit 30,000 19,200 150 150 150 9,600 150 150 450 0 Contractors: Counseling 0 0 0 0 0 0 0 0 0 0
Contractors: Admin 0 0 0 0 0 0 0 0 0 0
Legal 1,000 480 0 40 10 470 0 0 0 0
Board Expense 1,000 350 5 30 10 180 5 5 150 265
Staff Recognition 3,000 300 90 90 90 2,100 90 90 0 150
State License 2,000 1,280 20 20 20 640 20 0 0 0
License & fees 35,000 14,000 700 3,500 1,050 14,000 700 700 350 0 Staff Training 1,000 640 0 0 0 350 0 0 0 10
PR Expense 0 0 0 0 0 0 0 0 0 0
Monitoring Fee--County 37,018 0 0 0 660 36,358 0 0 0 0
Insurance 19,000 10,260 380 950 380 6,460 380 190 0 0
Monitoring Fee--State 8,150 0 0 0 0 8,150 0 0 0 0
Total Operating 302,386 138,980 3,412 10,434 6,647 120,812 14,129 5,468 1,843 661 Total Expense 1,283,265 643,330 7,249 47,826 13,157 488,315 22,712 9,314 12,707 38,655 Contracts BHRS 629,724 629,724 0 0 0 0 0 0 0 0
Contracts Other 27,000 0 0 0 0 0 27,000 0 0 0
Client Fees 625,000 0 10,000 60,000 15,000 530,000 0 10,000 0 0 Fundraising 30,000 0 0 0 0 0 0 0 30,000 0
Misc Income 7,000 0 0 0 0 0 0 0 0 7,000
Reserve
Total Income 1,318,724 629,724 10,000 60,000 15,000 530,000 27,000 10,000 30,000 7,000 SURPLUS/DEFICIT 35,459 -13,606 2,751 12,174 1,843 41,685 4,288 686 17,293 -31,655 DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

SITIKE

COUNSELING CENTER
Our mission is to provide community-based counseling and education in a safe and healing environment that embraces the cultural and emotional needs of every client and to help people find hope, resiliency and life-affirming change.

Evidence Based Treatment Supportive Environment
Since 1988, our
counselors have provided
an array of evidence-
based, research-
supported interventions.

Our agency is a true place
of hope and healing
where you will be
respected and supported
like a member of your own
family.

For over three decades,
we have proudly and
passionately helped
thousands of individuals
recover and heal.

Si·ti·ke n. [apache] a group of non-blood kin who are present in a time of crisis Successful Outcomes
3 0 6 S p r u c e A v e n u e , S o u t h S a n F r a n c i s c o , C A 9 4 0 8 0 DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

OUR PROGRAMS
This 16-week program focuses on stress
management, appropriate expression of anger,
coping and communication skill development.

Anger Management
Domestic Violence
This 52-week program teaches non-violent
behavior, healthy communication, and
accountability.

Discover Recovery
This three- to 12-month outpatient program serves
adults with substance use, and co-occurring mental
health/substance use disorders. Services include
assessment, individualized treatment plans,
individual and group counseling and drug and
alcohol testing.

Women's Intensive Outpatient Program
This three- to 12-month gender specific program
supports pregnant and/or parenting women who
are chemically dependent and have often
experienced trauma. Participants attend the
program four hours a day, three to five days per
week.

First Offender DUI Program
Sitike's DUI programs comply with local court, state
system, and DMV mandates. Services include
individual and group counseling and education.

Drug & Alcohol Testing
We offer Drug & Alcohol Testing services for:

Deferred Entry of Judgment, Proposition 36, Drug
Court and Child Protective Services clients.

All services are available in English and
Spanish.

WHAT OUR

CLIENTS SAY
"I was very scared about being
judged and that did not happen. I
was scared about being treated
badly and that did not happen. I
expected to not be understood and
that did not happen. What
happened is that I got my life and
my family back." - George, Pacifica
"I'm a recovering addict. A miracle of
Sitike. Recovery gave me myself
back...gave me integrity, dignity and
courage...taught me how to be a
mother, a woman, a friend...and how
to live life clean and sober, one day at
a time." - Lisa, San Mateo County
Resident
i n f o @ s i t i k e . o r g · ( 6 5 0 ) 5 8 9 - 9 3 0 5 w w w . s i t i k e . o r g
DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

SITIKE

CENTRO DE CONSEJERIA
Nuestra misión es brindar consejería y educación basados en la comunidad en un ambiente seguro y sanador que apoye las necesidades culturales y emocionales de cada cliente, y ayudar a las personas a encontrar esperanza, resiliencia y un cambio que dé valor a su vida.

Tratamiento basado
en evidencia

Ambiente de apoyo
Desde 1988, nuestros consejeros
han brindado una variedad de
intervenciones basadas en
evidencia y respaldadas por
investigaciones.

Nuestra agencia es un
verdadero lugar de
esperanza y sanación
donde será respetado y
apoyado como un miembro
de su propia familia.

Durante más de tres
décadas, hemos ayudado
con orgullo y pasión a
miles de personas a
recuperarse y sanar.

Si·ti·ke n. [apache] un grupo de allegados no consanguíneos que están presentes en un momento de crisis.

Resultados exitosos
3 0 6 S p r u c e A v e n u e , S o u t h S a n F r a n c i s c o , C A 9 4 0 8 0 DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

NUESTROS PROGRAMAS
Este programa de 16 semanas se enfoca en el
manejo del estrés, la expresión adecuada de la ira, el
desarrollo de habilidades de afrontamiento y
comunicación.

Manejo de la ira
Violencia domestica
Este programa de 52 semanas enseña
comportamiento no violento, comunicación sana y
responsabilidad.

Descubrir la recuperación
Este programa para pacientes externos de 3 a 12
meses atiende a adultos con uso de sustancias y
trastornos concurrentes de salud mental/uso de
sustancias. Los servicios incluyen evaluación,
planes de tratamiento individualizados, consejería
individual y grupal y pruebas de drogas y alcohol.

Programa intensivo de pacientes
externos para Mujeres
Este programa específico para mujeres de 3 a 12
meses apoya a las mujeres embarazadas y/o madres
que son químicamente dependientes y que a
menudo han experimentado traumas. Las
participantes asisten al programa cuatro horas al día,
de tres a cinco días a la semana.

Programa de DUI para primeros
infactores
Los programas de DUI de Sitike cumplen con los
mandatos de las cortes locales, el sistema estatal y el DMV. Los servicios incluyen consejería y educación
individual y grupal.

Pruebas de drogas y alcohol
Ofrecemos servicios de pruebas de drogas y alcohol
para: clientes con entrada diferida de sentencia,
Proposición 36, de tribunales de drogas y servicios
de protección infantil.

LO QUE DICEN

NUESTROS CLIENTES
"Tenía mucho miedo de que me
juzgaran y eso no sucedió. Tenía
miedo de que me trataran mal y
eso no sucedió. Esperaba que no
me entendieran y eso no sucedió.

Lo que sucedió es que recuperé mi
vida y mi familia " - George, Pacífica
"Soy una adicta en recuperación. Un
milagro de Sitike. La recuperación me
devolvió mi vida... me dio integridad,
dignidad y coraje... me enseñó cómo
ser madre, mujer, amiga... y cómo
vivir una vida sana y sobria, un día a la
vez." - Lisa, Residente del Condado de
San Mateo
i n f o @ s i t i k e . o r g · ( 6 5 0 ) 5 8 9 - 9 3 0 5 w w w . s i t i k e . o r g
DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

SITIKE

CENTRO DE CONSEJERIA
Nuestra misión es brindar consejería y educación basados en la comunidad en un ambiente seguro y sanador que apoye las necesidades culturales y emocionales de cada cliente, y ayudar a las personas a encontrar esperanza, resiliencia y un cambio que dé valor a su vida.

Tratamiento basado
en evidencia

Ambiente de apoyo
Desde 1988, nuestros consejeros
han brindado una variedad de
intervenciones basadas en
evidencia y respaldadas por
investigaciones.

Nuestra agencia es un
verdadero lugar de
esperanza y sanación
donde será respetado y
apoyado como un miembro
de su propia familia.

Durante más de tres
décadas, hemos ayudado
con orgullo y pasión a
miles de personas a
recuperarse y sanar.

Si·ti·ke n. [apache] un grupo de allegados no consanguíneos que están presentes en un momento de crisis.

Resultados exitosos
3 0 6 S p r u c e A v e n u e , S o u t h S a n F r a n c i s c o , C A 9 4 0 8 0 DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

NUESTROS PROGRAMAS
Este programa de 16 semanas se enfoca en el
manejo del estrés, la expresión adecuada de la ira, el
desarrollo de habilidades de afrontamiento y
comunicación.

Manejo de la ira
Violencia domestica
Este programa de 52 semanas enseña
comportamiento no violento, comunicación sana y
responsabilidad.

Descubrir la recuperación
Este programa para pacientes externos de 3 a 12
meses atiende a adultos con uso de sustancias y
trastornos concurrentes de salud mental/uso de
sustancias. Los servicios incluyen evaluación,
planes de tratamiento individualizados, consejería
individual y grupal y pruebas de drogas y alcohol.

Programa intensivo de pacientes
externos para Mujeres
Este programa específico para mujeres de 3 a 12
meses apoya a las mujeres embarazadas y/o madres
que son químicamente dependientes y que a
menudo han experimentado traumas. Las
participantes asisten al programa cuatro horas al día,
de tres a cinco días a la semana.

Programa de DUI para primeros
infactores
Los programas de DUI de Sitike cumplen con los
mandatos de las cortes locales, el sistema estatal y el DMV. Los servicios incluyen consejería y educación
individual y grupal.

Pruebas de drogas y alcohol
Ofrecemos servicios de pruebas de drogas y alcohol
para: clientes con entrada diferida de sentencia,
Proposición 36, de tribunales de drogas y servicios
de protección infantil.

LO QUE DICEN

NUESTROS CLIENTES
"Tenía mucho miedo de que me
juzgaran y eso no sucedió. Tenía
miedo de que me trataran mal y
eso no sucedió. Esperaba que no
me entendieran y eso no sucedió.

Lo que sucedió es que recuperé mi
vida y mi familia " - George, Pacífica
"Soy una adicta en recuperación. Un
milagro de Sitike. La recuperación me
devolvió mi vida... me dio integridad,
dignidad y coraje... me enseñó cómo
ser madre, mujer, amiga... y cómo
vivir una vida sana y sobria, un día a la
vez." - Lisa, Residente del Condado de
San Mateo
i n f o @ s i t i k e . o r g · ( 6 5 0 ) 5 8 9 - 9 3 0 5 w w w . s i t i k e . o r g
DocuSign Envelope ID: 137E625D-1E01-4A91-ACA1-00398B3597E1

Town of Colma – Grant Report FY22-23
Results of the Program: People with substance use disorders are at particular risk for developing one or more primary conditions or chronic diseases. The coexistence of both a mental illness and a substance use disorder, known as a co-occurring disorder, is common.

According to the Substance Abuse and Mental Health Services Administration (SAMHSA), approximately 9.2 million adults in the United States have a co-occurring disorder.

These burdensome conditions have significant physical, emotional, functional, social, and economic consequences for people who live with these disorders, their loved ones, and society as a whole. Individuals living with a co-occurring disorder struggle with increased mortality rates, worse psychiatric symptoms, less engagement in treatment, more challenges functioning in everyday life, higher rates of suicidal and violent behavior, higher likelihood of overdose, legal problems, homelessness, and significant physical health problems. They also experience more frequent intensive health services, with more emergency department visits and longer inpatient hospital admissions.

Over the past two decades, the behavioral health field’s knowledge of the outcomes, service needs, and treatment approaches for individuals with co-occurring disorders has expanded considerably. Co-occurring disorders are complex and bidirectional. They can wax and wane over time. The most common treatment for co-occurring disorders involves an integrated treatment model that can stabilize both the symptoms of the co-occurring disorder and provide the foundation for lasting recovery. Sitike’s programs are uniquely positioned to assist folks with complex needs recover from these devastating co-occurring disorders.

Program Evaluation: This year, we are pleased to report that:
• Sitike served a total of 780 clients during the grant period. A 13% increase in total clients served when compared to FY21-22.
• 95% of clients that requested services in their primary and preferred language (Spanish) were referred to one of Sitike’s bi-lingual counselors, reducing barriers to treatment engagement.
• 100% of clients that needed technology support (devices, internet, data plans, etc.) received the necessary support to support their participation in treatment and reduce barriers to treatment engagement.
• 100% of clients who requested sliding-scale payments and were able to provide proof of income were provided financial assistance to reduce barriers to treatment engagement. • Sitike offered it’s first ever, two-day, Navigating the Behavioral Health Care System, in partnership with Mental Health Services Agency of San Mateo, to the general public.

Aimed at increasing access to services and reducing strain on emergency city/county systems.

The Town of Colma grant was used to supplement the actual cost of providing services to our clients. This funding allowed Sitike to maintain a sliding-scale payment model that ensures treatment access for the unemployed/underemployed and the unhoused members of our

community. The grant funds were expended as follows: Personnel: $5,5484.00 and Benefits:
$1,016.00.

6/26/2023 Page 1 of 6
Town of Colma
Non-Profit Funding Request Form
(Exempt Organizations Only)
FY 2023-24
Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code
Phone Number: Email Address: _______________________

1. Mission Statement:

2. Amount of Request: $________________
a. Total Agency Annual Budget: $_______________
b. Number of Agency Employees: _______________
c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B To empower and transform a global community of learners. [email protected]
81 Cherie Colin
X
3300 College Drive, San Bruno, CA 94066
280
(650) 738-4346
Skyline College (San Mateo County Community College District) 5000.00
67,880,899.19
6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B The funds will be used to create a mini-grant process to fund innovative ideas from Faculty, Staff, Students and Administrators.

Examples of grants funded are:

Critical Global Citizenship Education
Current global education prepares students to thrive in the market economy but does not interrogate colonialism and capitalism as root causes of global inequities. This project aims to address that gap while connecting with our college's mission, Citizenship Student Learning Outcomes, and the Civic Mindset portion of the People's College Initiative. We will implement programs that complement the curriculum, foster dialogue and engagement across disciplines, and bring the campus community together in a shared experience. Programs will include talks, film screenings, and art projects around topics such as belongingness, humanization of current historical events, social and ecological justice, and critical citizenship.

Digital Textbook Loan Program
The high cost of textbooks is an equity issue and barrier to student enrollment and success. Although the Skyline College Library offers short loans of print textbooks and the Center for Transformative Teaching and Learning is at the forefront of promoting Open Education Resources, barriers persist. Now, new software will help the Library lift those barriers by making digital copies or chapters of textbooks available to students. Called Alma-Digital, this software can integrate these digital assets into our catalog where they will be available for registered students to download for free regardless of location. This simple solution will reduce costs, increase enrollment, and contribute to academic success for our students.

The President's Innovation Fund (PIF) is an initiative designed to support creativity and innovation at Skyline College. Faculty, Staff, Students and Administrators are encouraged to “Dream Out Loud” and propose ideas that will support the college’s Mission - Vision - Values. The primary provider of the funds is the President’s Council, a group of dedicated community members committed to actively supporting Skyline College. The President’s Council raises financial support for the President's Innovation Fund by hosting the President's Breakfast every spring. 6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B The percentage of students that reside in Daly City/Colma comprise 21.7% of the student body. The innovative programs directly support students from The Town of Colma.

The amount requested is the same request as last year.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B We used the 22-23 funds to support our new Neighborhood Center. The Neighborhood Center is a pilot program based on a proven approach to community engagement, as an extension of the Skyline College People’s College Initiative: Bringing Skyline to the People.

The following items were purchased with the grant monies:

Swag bags
translation service
marketing materials
food
Each year about 21.7% of the 15,000 students list Colma/Daly City as their residence.

They receive services at Skyline College located at 3300 College Drive, San Bruno, CA.

Skyline College does extensive outreach and community engagement by outreaching to High Schools, participating in community events, and digital advertising. Skyline College uses social media to connect with residents in the region. 6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B 22-23 Town of Colma $4,000
23-24 Town of Colma $5,000 (via this request)
X
6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status

Optional Attachments

DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B 94-3084147
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DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B /0 /1 /2 /3 /1 /4 /5 /6 /i255 /2 /8 /9 /10 /i255 /11/12/13 /14 /15 /16 /17 /i255/12/18 /19/20/18 /16 /21 /i255 /22 /i255 /13 /14 /15 /16 /17 /i255 /14 /23 /i255 /24 /16 /25 /21 /26 /18 /18 /21 /i255 /22 /i255 /27 /15 /28 /i255/12/15/26 /18 /14 /i255 /29 /14 /25 /28 /26 /30 /i255 /29 /14/19/19/25/28 /31 /26 /30 /i255 /29 /14 /32 /32 /18 /33 /18 /i255 /34 /31 /21 /26 /16 /31 /35 /26 /36 /26 /26 /37 /21 /8 /1 /1 /21/19/35/35 /17 /38 /18 /17 /25 /1 /20 /14 /15 /16 /17 /14 /23 /26 /16 /25 /21 /26 /18 /18 /21 /1/19/18 /19/20/18 /16 /21 /38 /37 /36 /37 /4 /1 /9 /39 /40 /41 /i255 /43 /44 /45 /46 /i255 /47 /48 /49 /40 /44 /50 /48 /45 /51 /48 /49 /40 /44 /50 /48 /45 /52/53/45/54/55/55 /50 /41 /48 /50 /56 /57 /44 /58 /i255 /i255 /60
/61 /58 /62 /63 /i255 /47 /44/54/48/63 /49 /48 /52
/51 /44/54/48/63 /49 /48 /52 /64/53/45/54/55/55 /50 /41 /48 /50 /56 /57 /44 /58 /i255 /i255 /60
DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B /0 /1 /2 /3 /1 /4 /5 /6 /i255 /2 /8 /9 /10 /i255 /11/12/13 /14 /15 /16 /17 /i255/12/18 /19/20/18 /16 /21 /i255 /22 /i255 /13 /14 /15 /16 /17 /i255 /14 /23 /i255 /24 /16 /25 /21 /26 /18 /18 /21 /i255 /22 /i255 /27 /15 /28 /i255/12/15/26 /18 /14 /i255 /29 /14 /25 /28 /26 /30 /i255 /29 /14/19/19/25/28 /31 /26 /30 /i255 /29 /14 /32 /32 /18 /33 /18 /i255 /34 /31 /21 /26 /16 /31 /35 /26 /36 /26 /26 /37 /21 /8 /1 /1 /21/19/35/35 /17 /38 /18 /17 /25 /1 /20 /14 /15 /16 /17 /14 /23 /26 /16 /25 /21 /26 /18 /18 /21 /1/19/18 /19/20/18 /16 /21 /38 /37 /36 /37 /5 /1 /9 /39/40/41 /42 /43 /i255 /45 /43 /43
/46 /43 /43/47/40/41 /42 /43/48/49/50/51/51 /52 /53 /43 /52 /54 /55 /56 /57 /i255 /i255 /59
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DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B /0 /1 /2 /3 /1 /4 /5 /6 /i255 /2 /8 /9 /10 /i255 /11/12/13 /14 /15 /16 /17 /i255/12/18 /19/20/18 /16 /21 /i255 /22 /i255 /13 /14 /15 /16 /17 /i255 /14 /23 /i255 /24 /16 /25 /21 /26 /18 /18 /21 /i255 /22 /i255 /27 /15 /28 /i255/12/15/26 /18 /14 /i255 /29 /14 /25 /28 /26 /30 /i255 /29 /14/19/19/25/28 /31 /26 /30 /i255 /29 /14 /32 /32 /18 /33 /18 /i255 /34 /31 /21 /26 /16 /31 /35 /26 /36 /26 /26 /37 /21 /8 /1 /1 /21/19/35/35 /17 /38 /18 /17 /25 /1 /20 /14 /15 /16 /17 /14 /23 /26 /16 /25 /21 /26 /18 /18 /21 /1/19/18 /19/20/18 /16 /21 /38 /37 /36 /37 /39 /1 /9 /40/41/42 /43 /i255 /45 /46 /41 /47 /48 /49 /47 /50
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DocuSign Envelope ID: F34AF38F-8125-4B70-8C4C-56B8977AB73B /0 /1 /2 /3 /1 /4 /5 /6 /i255 /2 /8 /9 /10 /i255 /11/12/13 /14 /15 /16 /17 /i255/12/18 /19/20/18 /16 /21 /i255 /22 /i255 /13 /14 /15 /16 /17 /i255 /14 /23 /i255 /24 /16 /25 /21 /26 /18 /18 /21 /i255 /22 /i255 /27 /15 /28 /i255/12/15/26 /18 /14 /i255 /29 /14 /25 /28 /26 /30 /i255 /29 /14/19/19/25/28 /31 /26 /30 /i255 /29 /14 /32 /32 /18 /33 /18 /i255 /34 /31 /21 /26 /16 /31 /35 /26 /36 /26 /26 /37 /21 /8 /1 /1 /21/19/35/35 /17 /38 /18 /17 /25 /1 /20 /14 /15 /16 /17 /14 /23 /26 /16 /25 /21 /26 /18 /18 /21 /1/19/18 /19/20/18 /16 /21 /38 /37 /36 /37 /9 /1 /9 /39 /40 /41 /42 /43 /44 /42
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REPORT FOR THE TOWN OF COLMA
The Neighborhood Center is a pilot program based
on a proven approach to community engagement,
as an extension of the Skyline College People’s
College Initiative: Bringing Skyline to the People.

Our data shows that the northern most part of San
Mateo County in Daly City and its surrounding areas
are underserved and, as such, we focused on Daly
City for the pilot. The vision was for a public/private partnership with community partners engaged in
nonprofit services and education who collaborate to
offer services in the evenings at a local school. Thanks to the Town of Colma grant and a partnership with
Jefferson Union High School District, this vision has
come to fruition.

The Skyline College Neighborhood Center held its
soft opening on Monday, November 7 and Tuesday,
November 8, 2022 at Jefferson High School
located in Daly City. Over 80 Jefferson Adult School
students participated in the opening, enjoying free
meals thanks to Chick-Fil-A in Daly City located at
Serramonte Center. Students also went home with
swag bags filled with Skyline College branded gear!

Many students had questions for our Outreach
team and were interested in learning more about
the college. The majority of the students at the adult
school are taking ESL courses.

Each week thereafter through May 2023, the
Neighborhood Center provided a free hot meal
for Adult School students and their families.

Sponsors in addition to Chick-Fil-A included Super
Duper Burgers in Daly City, Republic Services and
MoonChef who was especially generous, donating
to the Neighborhood Center several times.

A tutor was also embedded into one of the
ESL classrooms weekly to provide additional
support for students. Throughout the fall
semester, several workshops were held and
current Skyline College students were on hand
to talk about their journey from lower level
ESL classes at the adult school to enrolling in
college level coursework at Skyline College.

The goal of the new Skyline College
Neighborhood Center is to bring Skyline
College directly to the people of the
communities we serve in a meaningful way.

Skyline College has been provided space at
the high school rent free to complement and
enhance services and educational offerings for
the adult school population. We look forward
to continuing to serve Jefferson Adult School
students in the coming academic year.

Figure 1: Represents an overlay of income level
(blue) and educational attainment (pink) in
underserved areas (red dots)
*Background color indicates income (blue)
and educational attainment (pink) levels in
population. Darkest purple areas indicate
census tracks with highest proportion of
adults 24+ years without an associate degree
and household income <$100K.

FIGURE 1

6/28/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 Our mission is to support and enhance public education in the South San Francisco Unified School District in a way that prioritizes students, equity and transparency.

Our goal is for all students receive the education and resources they need to achieve their highest potential.
[email protected]
0 X

139,100.00 *projected based on potential fundraising
13,200
(650)922-8009
Kristy Camacho

P.O. Box 5418 South San Francisco, CA 94080
South San Francisco Education Foundation

0 6/28/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 The South San Francisco Education Foundation is a newly established non profit organization dedicated to improving education in the South San Francisco Unified School District. Our values are student success, equity, community, and integrity.

We work in partnership with parents, teachers, PTA’s, advocacy groups and school administrators to determine what initiatives and areas of funding are most needed.

As we receive additional funding through direct donations, business sponsorships and grants we anticipate expanding our operations with a variety of additional initiatives and projects.

The foundation has 5 current projects we plan to implement this school year:

1. Middle school family parent education.

2. Providing resources to help remove barriers for newcomer and migrant students to help them attend school and engage in their education.

3. Establish a club soccer program for English Learner students who are not able to participate in school sports teams.

4. Support Baden Continuation High School students to be more connected with nature, mental health and potential careers through a grant from the San Mateo County Parks Foundation.

5. The School Library Project, which is the focus of this grant application.

The aim of the School Library Project is to foster inclusion and a sense of belonging among underrepresented student groups, while supporting literacy, engagement, and a love for learning. To improve student access to diverse books and resources, the Foundation will draw from well-researched lists of recommended books for specific grade levels and collaborate with school librarians to purchase new library books that promote these outcomes. Book lists will also include grade level appropriate books on topics the Board has prioritized for the Foundation’s first initiatives, including mental health and practical knowledge, and social-emotional learning. All schools in the district will receive new books.

The reason for the request is that school libraries in the district do not have a dedicated budget for re-stocking books. They rely on book fairs, donations by parents and variable allocations by principals for new books. County library funding strictly prohibits use of their funding to purchase books for school libraries. All libraries are in need of new books.

The total project budget for library books for the entire school district is $13,200. We will allocate it as follows:
$1000 for each of the 9 elementary schools
$800 each for the 3 middle schools
$700 for the 2 mainstream high schools (El Camino and SSF High School) $400 to Baden continuation high school
School district teacher librarians will assist the foundation in developing appropriate book lists. The Foundation will directly purchase and deliver “list books” that are not already in school library catalogs to each school site.

All schools in the district will receive new books. A portion of the books will be from the book lists and a portion will be left to the school’s choice. School librarians, teachers, students and principals will be encouraged to participate in selecting the school choice books.
6/28/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 n/a
Colma students attend SSFUSD, and they and their loved ones will benefit from the improved inclusiveness, sense of belongingness, literacy, engagement, and love for learning this project aims to foster. Our foundation will also publicize the Town’s support for the program on the foundation’s social media, newsletter and website. We will thank the Town in our messaging to the students and teachers in all the schools when the books are delivered.
6/28/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 n/a
The boundaries of 4 schools in SSFUSD include residents of the Town of Colma:

Sunshine Gardens Elementary, Buri Buri Elementary, Alta Loma Middle School and El Camino High School. From the information we received for the last school year, there are a few students who are Colma residents at each of those schools. However, all students will benefit from updated and inclusive library book offerings. The Town of Colma doesn’t have a library so improving access to high quality books at school is needed for the town’s students.

As a new, fully volunteer- run organization we have just begun our efforts to reach out to local businesses and residents. Our first mailer will be sent out at the end of the month that will reach all families in the district boundaries in the cities of Colma, South San Francisco, Daly City and San Bruno. 6/28/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 X
SSFUSD’s district boundaries include residents of Colma, South San Francisco, Daly City and San Bruno. It has 3 schools located in Daly City and San Bruno. The SSF Ed Foundation is actively applying for grants as we learn of them. We are grateful for the prospect of receiving funding and being able to name the Town of Colma as one of the first cities to support our work.

In February 2023 we received a donation of $14000 from the Yes on Measure T campaign of their surplus funds from the recently approved bond measure. The donation was approved by the SSFUSD School Board.

In June 2023 we received the Enhancing Equitable Access Grant from the San Mateo County Parks Foundation of $4000 to provide field trips to students at Baden Continuation High School to the county parks this school year. 6/28/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 EIN # 88-1191386 **Note that as a new org our
first 990 filing is due 11/2023.
2023 Board Roster
Kristy Camacho, President
[email protected]
Barbie Levasseur , Executive Vice President
[email protected]
Juanita Flores, Vice President of Community Engagement
[email protected]
Kayla Powers, Secretary
[email protected]
Lauren Kitchen, Treasurer
[email protected]
DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 SSF Education Foundation budget for fiscal year
July 1, 2023 to June 30, 2023
Revenue Amount
Fundraising: grants, donations, events $100,000.00
Total Revenue $ 100,000.00
Expenses:

Fundraising Expense $5,000.00
Administrative: banking, technology, database,
insurance, training, professional services, supplies $4,500.00 Compensation $0.00
Outreach/Marketing: mailers, signage, swag, online
advertising $8,500.00
Programs and Initiatives $121,100.00
Total Expenses $ 139,100.00
Carryover from 2022 $ 72,796.51
Ending Balance $ 33,696.51
DocuSign Envelope ID: 44748939-B6AC-41CD-B4C1-887B07290B25 6/26/2023 Page 1 of 6

Town of Colma
Non-Profit Funding Request Form
FY 2023-24

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C 5,000.00
terry@sustainablesanmateo
.org
4 81
3182 Campus Drive #153, San Mateo, CA 94403
X

Terry Nagel
Our mission is to drive impactful action on economic, environmental and social equity issues that leads to sustainable practices and improves the long-term health of San Mateo County.

288,500
Sustainable San Mateo County
650-678-7082

6/26/2023 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C Funds will support program managers who coordinate volunteer researchers, writers, graphic designers, printing and dissemination of reports. In addition, these funds will help cover the costs of launch events for these three programs. These launch events are currently offered to all residents free of charge. These launch events are currently offered to all residents free of charge. For some programs, such as the Dashboard, we invite city leaders and staff to special presentations that are open only to those invited.

In addition, city and county leaders have asked if we might bring sustainability managers together to discuss key issues they are working on, to enable them to collaborate on solutions. During our Dashboard meeting with Colma leaders last year, they expressed interest in collaborating with other cities on how to speed up installation of more electric vehicle charging stations.

Colma residents are already feeling the impacts of climate change. Sustainable San Mateo County helps your town with these core programs:
• Indicators Report – An in-depth study of one critical sustainability issue affecting San Mateo County
• Sustainability Dashboard – Tracks sustainability progress by local cities and the county
• Sustainability Ideas Bank – Shares proven solutions for accelerating sustainability with local cities and businesses
The Indicators Report has been tracking key sustainability-related metrics in the county for more than 20 years, focusing each year on a specific sustainability topic of interest to local cities, including case studies, deep research, historical context and policy recommendations. The 2022 report, which focused on building electrification, won widespread praise from planners and builders; it's located at https://tinyurl.com/SSMCindicator2022. The 2023 report will examine the well-being of children, youth and families.

Our newest project, the Dashboard, is helping Colma leaders assess the town's sustainability progress with 30 key performance indicators. Last year we met with Colma leaders to review the results of the first report and we are currently seeking feedback from your staff regarding which metrics they believe would be most helpful in the next edition.

The Ideas Bank complements the Dashboard. When we meet with city leaders, we introduce them to some of the solutions that other cities have adopted to make sustainability progress.
6/26/2023 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C Some of the ways the Town of Colma and its residents benefit from our program goals and accomplishments include:
• Raising awareness about and engagement with residents to support the towns sustainability programs and goals
• Providing intelligence to town leaders as to their sustainability performance in key sustainability areas and identifying ways to augment sustainability efforts (via our Dashboard Project and our collection of sustainability solutions in the Sustainability Ideas Bank)
• Sustainability education via our monthly virtual Happy Hours, newsletters, blogs and videos
• Continuing to partner with local government and community organizations to promote sustainable policies and practices, including zero net energy, electrification of new buildings, EV infrastructure, waste reduction, social equity, affordable housing and new transportation options
• We also write letters of support for local jurisdictions when their proposals for funding or advocacy align with the values and goals of Sustainable San Mateo County.

We are once again requesting just $5,000 from each city and town in San Mateo County, to help offset the expenses of the programs that benefit them. The actual cost of just the Indicators Report exceeds $60,000. Now we are providing two more programs to help Colma, but we're still asking for only $5,000.
6/26/2023 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2022-23 contribution was used:

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C During FY 2022-2023, Colma's contribution helped support our 67-page Indicators Report on building electrification. It has received widespread praise from city officials for the comprehensive information it offers them on this complex topic, including lots of case studies, resources and recommendations. It can be viewed at https://sustainablesanm ateo.org/home/indicators/2022-indicators-report-building-electrification-in-sanmateo-cou nty/
Our 2022 Fall Launch event was our first, big in-person event post pandemic. It was held at Genentech in South San Francisco. The keynote address was delivered by Panama Bartholomy, a celebrity in the electrification field who is Director of the Building Decarbonization Coalition. Our panel of experts included Roopak Kandasamy, Head of Sales Operations for BlocPower, which is piloting a “one-stop shop” for helping residents in Menlo Park electrify their homes; Jonathan Hartman, Architect LEED AP BD+C Principal with Group 4 Architecture; and sustainability staff from Genentech, including Jeannie Linam, Climate Action and Resilience Manager for the company.

Sustainable San Mateo County’s work is intended to serve the entire population of San Mateo County, including all of Colma’s residents and businesses. The information our organization provides is used by residents, researchers and leaders in government, business and the nonprofit world.

We reach people in Colma through our website, our virtual Happy Hour programs on different sustainability topics, in-person programs and workshops, distribution of informational handouts, and booths at local fairs and festivals throughout the county.

All of your residents are invited to our annual Awards Celebration and launch events where we introduce our yearly Indicators Report, Dashboard and Ideas Bank. Each year, more than 20,000 individuals visit our website and hundreds of people participate directly in our programs.

We have 2,797 newsletter subscribers on our mailing list, 2,200 Twitter followers, 728 Instagram followers and 1,300 Facebook followers. The majority of these are individuals who live and/or work in San Mateo County.
6/26/2023 Page 5 of 6

9. List contributions requested and received from other cities in FY 2022-23 and requested or expected in FY 2023-24:

10. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C X
Colma's $1,000 contribution to the Indicators Program in FY 2022-2023 represented less than 2 percent of our program funds for the Indicators Report and less than 1 percent of the total revenue of the organization. Please note that program funds include only the direct expenses of program staffing, printing ($0 in 2022, due to the shift to all-electronic), postage and event costs. Indirect costs, including office space, technology, supplies, outreach and the salary for the Executive Director (who spends 20 percent of her time on the Indicators Report), are not included in that calculation.

Compared to other city contributors, Colma's FY 2022-2023 $1,000 contribution was in the lower range, with 11 cities plus the county contributing at higher levels and four other cities at the $1,000 level. Only one city contributed less than $1,000.

All but three cities/towns in San Mateo County funded the Indicators Report that year.

During FY 2023-2024, we have received $5,000 so far from three cities, $3,000 from one city and $1,000 from two cities. The county has donated $10,000. We anticipate that most cities will give as much or more than last year because of the benefits of the Sustainability Dashboard and the Sustainability Ideas Bank that we have added since last year.

6/26/2023 Page 6 of 6

11. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2022 or 2021)

Optional Attachments

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C 48-1265207

2023 Sustainable San Mateo County Board Roster

Chair: Kirsten Keith, attorney with practice in Redwood City and former Mayor of Menlo Park Treasurer: Barbara McHugh, former Revenue Manager for Mellon Capital Management in San Francisco
Secretary: Seamus Murphy, Executive Director of the San Francisco Bay Area Water Emergency Transportation Authority

Board Members:

John Crowell, Program Manager for Redwood City 2020
Veronica Escamez, Founder and Executive Director of Casa Círculo Cultural in Redwood City Valerie Fox Carlos, former Director of Marketing for The Peninsula Regent Georgi LaBerge, former Executive Director of the San Mateo County Community College Foundation and the Redwood City Library Foundation, and former Mayor of Redwood City Lori Low, Manager of Government and Community Affairs for Caltrain Russ Miller, Managing Partner of Miller & Olson, LLP , a law firm with offices in Burlingame and Sacramento
Mark Olbert, former biotech CFO, former school board member and former Mayor of San Carlos
Bill Schulte, former head of the Consumer Services Division of the California Public Utilities Commission

DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C Revenue
Programs
Indicators Report 54,000
Awards
Donation Fund the Future 9,300
Silent Auction (incl Live 2023) 20,000
Sponsorships 85,000
Total Awards 114,300
General
Foundations & Private Grants 70,000
Individuals 20,000
Special Projects 30,000
Total Revenue 288,300
Expenditures
Accounting Software 150
Bank Charges
Credit Card Processing Fees 1,500
Computer & Internet 9,000
Donor Software 573
Dues and Subscriptions 132
Fundraising Expenses 1,725
Insurance
Liability Insurance 700
Worker's Comp & D&O Insurance 3,540
Licenses and Permits 75
Meals & Entertainment
Misc Meals & Entertain 635
Payroll Service 2,000
Payroll Taxes 15,142
Printing
Fundraising Appeal 500
Professional Fees
Accounting Fees 1,500
Independent Contractors
Awards Video 3,700
Legal Fees 2,000
Outreach 1,000
Total Program Other 250
Total Program Publicity 6,620
Total Rent 1,750
Research Expenses 900
Sustainable San Mateo County
FY 2023-2024 Budget
DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C Office 400
Telephone 500
Travel
Program 500
Wages
Executive Director 90,000
Indicators Program Manager 40,000
Administrative Assistant 31,000
New Position 73,000
Total Wages 234,000
Total Expenditures 288,492
Net Operating Revenue -192
Other Revenue
Interest Income 4,000
Total Other Revenue
Net Other Revenue
Net Revenue 3,808
DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C Help San Mateo County Lead the Way
At this critical time for our planet, your contribution will help achieve the vision we share of a sustainable future for San Mateo County. With the pandemic, wildfires and extreme weather threatening our future, there’s no time to lose in helping local cities, businesses and residents adopt sustainable practices. We believe our county can demonstrate to the rest of the country that it’s possible to become environmentally sustainable while being socially responsible and also achieving economic prosperity.
“They are true stewards of our community.”
Chris Garrett, Devil’s Canyon
Brewing Company Owner
and SSMC Advisory Council Member
“SSMC is helping to catapult the
county through research and metrics
toward a greener, more inclusive
future for all.”
Leane Eberhart, Volunteer
“SSMC strengthens our communities
by making the transition to sustainable
practices and policies easier.”
Kai Kato, Stanford student
and 2020 SSMC summer intern
What Others Say About SSMC
Learn more at https://sustainablesanmateo.org
[email protected] or (650) 918-1992
We Are Making an Impact with 5 Key Initiatives
• Our popular Awards Celebr ation has honored sustainability champions and Green Building Award recipients each spring since 1999
• Our monthly Happ
y Hours offer participants a chance to chat with experts on a variety of topics in a fun online way
• Our new Sus
tainability Dashboard tracks sustainability in local cities and the county • Our Indica
tors Report, produced annually since 1997, takes a deep dive into one critical sustainability issue each year
• Our Sust
ainability Ideas Bank compiles successful policies and programs implemented by cities and businesses that others can replicate without having to reinvent the wheel IG: @mila_hofman; web: miladidit.com
“I really admire the work that they do
because they draw in the equity piece that’s
so important, and they always strive for
solutions that make economic sense.”
Diane Bailey, Cofounder,
Fossil Free Buildings in Silicon Valley
DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C Sustainable San Mateo County
FY 2022-2023 in Review
Impact
Award Winners since 1999
Sustainability Ideas Bank
solutions to advance sustainability
Happy Hours on energy, transportation,
water, waste, food insecurity and more
Reach Codes adopted in San Mateo
County to support electrification
Learn how to get involved: sustainablesanmateo.org
Our vision is a sustainable future for everyone in San Mateo County.

Our mission is to drive impactful action on economic,
environmental and social equity issues that leads to sustainable practices and improves the long-term health of San Mateo County.

Indicators Report
Taking a deep dive into
1 local issue each year
since 1997
Sustainability
Ideas Bank
Sharing proven solutions to
accelerate change in cities
and businessesAwards
Sustainability and
Green Building
Awardees
since 1999
Sustainability
Dashboard
Tracking progress in San
Mateo County with key
sustainability metrics
Happy Hours
Engaging community
members on
current topics via
virtual gatherings
Revenue Streams Impact
174
79 17418
32 Core Programs
27%
25%
20%
18%
10% Auction
Programs
Sponsors
Individual Donors
Grants
DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C 2022 Indicators Report: Building Electrification
Leading the nation in moving from dangerous pipeline gas to clean electric energy in buildings Congratulations to Our 2023 Award Winners
Diane Bailey SEI Redwood High School Burlingame Community Center Amann, David
Atherton (Town)
Belmont (City)
Bhatnagar, Beth & Raj
Bohannon Foundation
Brisbane (City)
Bristol Myers Squibb
Burlingame (City)
California Water Service
Carpenters Local 217
Chan Zuckerberg Initiative
Colma (Town)
Colson, Donna and Eric
Cotchett, Pitre & McCarthy
County of San Mateo
Crabbe, David and Nancy
Cui, Joanna
Daly City (City)
Davies Appliance
DES Architects + Engineers
Eakin, Kaia & Bryan Beck
Enterprise Holdings Foundation
Exp.

Flad Associates
Foster City (City)
Franklin Templeton
Genentech
Google
Gratitude Giving Circle
Half Moon Bay (City)
Hill, Jerry
Hillsborough (Town)
IBEW Local 617
Kaiser Permanente
Kohl-Zaugg, Christine
Kreitem, George & Rhonda
LaBerge, Georgi & Warren Dale
Lyngso Garden Materials
Voices from Our Community
“My internship with SSMC was
truly transformative. It ignited
a passion for environmental
justice and sustainable city
planning and has shaped my
future career plans. ”
Lizzie Avila, Stanford University
graduate
“Sustainable San Mateo County leads
our community in creating a green,
climate-friendly future for our kids.

I’m proud to support them. ”
State Senator Josh Becker
“They are true stewards of our
community. ”
Chris Garrett, Devil’s Canyon
Brewery Owner & SSMC Advisory
Council Member
“Sustainability is a complex issue.

SSMC’s holistic approach emphasizes
the significance of social equity in
effective public policy. We need to
assure that everyone can contribute and
that all can reap the benefits. ”
Deborah Penrose, Mayor, Half Moon Bay
Thanks also to our volunteers, interns and in-kind donors. There are too many to be listed here! Thank Y ou to Our Sponsors
Tom Kabat
McGlashan, Ricki & Doug
McHugh, Barbara & Mark Olbert
Menlo Park (City)
MidPen Housing
Millbrae (City)
Miller, Russ & Kirk Pessner
Nagel, Terry & Jim
Nash, Lisa Diaz & Michael
Northern California Carpenters
Loc
al No. 217
Nuss, Frances (Estate of)
Pacifica (City)
Peninsula Clean Energy
Peterson, Dan
Port of Redwood City
Portola Valley (Town)
Putnam, Kent
Recology San Mateo County
Redwood City (City)
Republic Services
RethinkWaste

SAMCEDA
San Carlos (City)
San Mateo (City)
San Mateo County Community
College District
Sand Hill Foundation
Schulte, Bill
Seaport Industrial Association
Silicon Valley Community
Foundation
Sims Metal
South San Francisco (City)
South San Francisco Scavenger
Co., Inc.

Water Emergency Transportation
Authority
DocuSign Envelope ID: A9E7A1D9-E18B-4D93-8FC6-5C434F93A15C TOWN OF COLMA GRANT REPORT : Sustainable San Mateo
County
Indicators Report, FY 2022-23
RESULTS:

Sustainable San Mateo County (SSMC) is an independent 501(c)(3) nonprofit organization that has been engaging local residents and leaders in advancing sustainability since 1992. We are not affiliated with or funded by the county's Office of Sustainability, and we depend on Colma and our other 19 local cities and towns for support, notably for funding our “Indicators for a Sustainable San Mateo County Reports” program. These in-depth reports compile information about many interdependent issues into a single source, allowing local decision makers, city leaders and residents to monitor progress toward sustainability goals. Through these Indicators Reports, as well as our other programs, events and our broad community outreach, SSMC raises awareness of local concerns grounded in facts and proposes solutions to effectively address these. We encourage you to check out our website at: www.sustainablesanmateo.org and our social media channels for more information about our organization and our positive impact on the ground.

During FY 2022-23, despite still having to contend with high levels of uncertainty as we slowly and gradually started to transition back to a pre-pandemic mode, we were able to keep interest in our online events high, despite a generalized onset of “Zoom fatigue” everywhere. We managed to do this by choosing highly educational content. Our popular, highly interactive Happy Hours, featured both timely topics and engaging, knowledgeable speakers. We also continued to work closely with local residents, government, businesses and community organizations to stimulate engagement on the "three E's of sustainability": reducing our environmental footprint, stimulating long-term economic growth and promoting social equity.

Over the last few years, SSMC has developed - and continues to develop - a suite of highly integrated programs and services to assist Colma and the other San Mateo County cities and towns accelerate their sustainability efforts to reach their ambitious goals, while also becoming more resilient as they increasingly have to address the negative consequences of climate change. These programs include our Indicators Reports program and our Dashboard project (focus on metrics), the Sustainability Ideas Bank (focus on solutions and tools to strengthen sustainability performance), our annual Awards Celebration (focus on celebrating inspiring leaders to show what’s possible) and our advocacy efforts to promote ordinances, policies and

programs in alignment with our vision of a sustainable future for everyone in San Mateo County (focus on implementation).

Our online Indicators Reports demonstrate our work throughout the grant year:
● For 2023, our key theme is “Children, Youth and Families,” which will be grounded in the Bill of Rights for Children and Youth, adopted by the San Mateo County Board of Supervisors in 2008. This is a critical issue for our County and cities, especially given the toll the last few pandemic years and the ever-growing climate change crisis have had on our families, including but not limited to increased levels of mental stress, a lack of adequate and affordable childcare options, widespread pauperisation and a rise in childhood asthma. As in the past, we’ll also look at this timely and important topic through the lens of social equity.

In-depth research, insightful data analysis and maps, as well as current and relevant content for the report on this key theme are currently being generated. Once finalized, the information will be provided on our website and shared broadly with the general public during an in-person fall launch event.
● SSMC’s comprehensive 2022 Report on Building Electrification in San Mateo County is available on our website at:
https://sustainablesanmateo.org/home/indicators/2022-indicators-report-building-electrifi cation-in-sanmateo-county/
● Other online Indicators Reports can be accessed on our website. For the most recent reports, please go to:
https://sustainablesanmateo.org/home/indicators-report-search/ ● In addition to the key theme, which is covered in depth, other indicators within the report remain fairly consistent year to year, and we present the most recently updated statistics on our website and/or update when necessary and feasible. ● With each update, SSMC typically produces a brief printed summary of selected highlights. Mostly, we plan to share electronic versions of these summaries. We email them to city clerks throughout San Mateo County for distribution to each city’s staff, Council Members, and commissioners.
● We’d like to take the opportunity to remind you that the first results of our newest program, the Dashboard project, are now posted on our website here. The Dashboard project shares results on 30 key metrics collected for each city and town in our county.

These metrics are part of 11 key sustainability areas or dimensions, which touch upon all “3 E’s.” In conjunction with our Sustainability Ideas Bank, which provides solutions to increase sustainability, this is a useful tool for our city leaders to track their own sustainability performance over time and equips them with the resources to both get access to and share effective sustainability solutions (policies, ordinances, programs, processes, contracting language and more). The Dashboard is a highly collaborative and evolving project, with a high degree of input from all the cities’ sustainability managers. ● Indicators funding also supports our outreach, which includes digital newsletters, social media, presentations to groups and elected officials, tabling events and, since April 2020, virtual Happy Hours focusing on a different sustainability topic presented by topic matter experts. Event pictures, blogs and slides are posted on our website. Videos from past events can be found on our YouTube channel and are shared through our email newsletters and other social media channels.

EVALUATION:
● SSMC Events: Our most recent events for the general public were held on March 30 (in-person Annual Awards Celebration, featuring Peninsula Clean Energy’s third annual All-Electric Leader Award winners in addition to our own awardees), on April 21 (Youth for Climate Policy event - online) and on June 8 (our June Happy Hour on “Residential Electrification 2.0,” which was held online). Below are the numbers of the people who attended these events:
● 2023 Annual Awards Celebration: ca. 270
● Youth for Climate Policy event: 167 registered and 113 unique participants ● June 8 Happy Hour: 66 registered and 44 participants
Our 2022 Indicators Fall Launch event was our first, big in-person event post pandemic.

It was held at Genentech, in South San Francisco. The keynote address was delivered by Jeannie Linam, Climate Action and Resilience Manager, Genentech. Our panel of experts included Roopak Kandasamy, Head of Sales Operations, BlocPower; Jonathan Hartman, Architect LEED AP BD+C Principal, Group 4 Architecture, Research + Planning, Inc.; Jena Jadallah, Energy Management Engineer, Genentech; Panama Bartholomy, Director, Building Decarbonization Coalition and Jeffrey Skacel, Genentech, Senior Energy Program Manager. This year, which was the first return to an in-person IR launch after three virtual launches between 2020 and 2022, we had 90 registered attendees with about 60 actual attendees (66% attendance, lower than our usual percentage. This might be due in part to the pandemic aftermath).

As a comparison, these numbers are in line with previous numbers and the target we were looking to reach (100 attendees). In 2020, we had over 100 attendees (103). In 2019, we had 110 attendees (we ended up being above full room capacity) and in 2018 we had about 100 attendees. Both past events were luncheon events, as opposed to the launches in 2020, 2021 and 2022, which were all virtual events.

In addition to our own events, we continue to seek opportunities for mutually beneficial partnerships, as evidenced by our lining up five cosponsors, all like-minded organizations, for our Youth for Climate Policy event and for tabling at community events. We are happy to be part of our cities and towns green festivals and events when time and resources permit and encourage Colma to let us know if and when our presence might be requested.

Please note that we do not currently collect address information from event attendees and so are not able to gauge the participation from any one jurisdiction, though we continuously look for ways to widely promote these events, notably by campaigns via social media (Facebook, Nextdoor, Instagram, Twitter, etc.), both paid and unpaid, and press releases and advertisements in the online press (The Patch and the Daily Journal), as well as cross-advertising with other nonprofits with a similar mission, and many cities publish our announcements in their newsletters. We regularly perform post-event evaluations to gauge how well the speakers and information presented were received, as well as whether actionable insights were gained and suggestions for future events. Our staff reviews the responses to continuously improve the report and events. ● Website and Online Communications: In addition to posting our Indicators Reports on our website, we share them through our email newsletters and social media channels. We have close to 3,000 email subscribers representing over 2,500 households on our mailing list and over 2,218 Twitter followers and 715 Instagram followers; the majority of these are individuals who live and/or work in San Mateo County. In addition, we consistently post on our Facebook and LinkedIn accounts and are making a deliberate effort to further develop SSMC’s social media presence. For example, the Instagram account we set up at the end of January 2020 now has grown by close to 20% over the last year and we continuously keep up our efforts to reach younger audiences.
● Printed Summaries: For FY 2022-23, the decision was made once again not to print any summary brochures of the Indicators Reports, due to the COVID-19 situation. We did, however, distribute the electronic summaries extensively with all our local governments, including Colma. Our social media outreach was very robust and we also distributed our links to our key partners (Thrive, Acterra, the Citizens Environmental Council, Chambers of Commerce, etc.). Contacts at several cities have informed us that their staff eagerly review the materials, and many report recipients have remarked on the quality of the content and design.
· Presentations and Community Outreach: SSMC’s Indicators Report is also featured in all of our community outreach and public presentations. For 2022, in addition to the full report, a summary brochure was created as a vehicle to communicate key findings rapidly and easily. All of these documents are available for free to all on our website. We offer presentations to community groups upon request and we describe all our key programs, including the Indicators Report, while speaking at City Council meetings on matters related to sustainability.

We also have been historically sharing Indicators Report summaries and information at events such as our annual Awards Dinners, at community fairs (such as Earth Day events and sustainability job fairs at local colleges and universities) and sustainability events with partner organizations. Last year, due to the continued COVID-19 situation, most of these were moved to a virtual format, except for a few in-person events, like speaking at the Leadership Council San Mateo and some tabling events, including a Youth for Climate Action March/Rally in August of 2022. Additionally, SSMC regularly participates in several collaborative efforts which help inform our Indicators work, including, but not limited to the Fossil Free Buildings in Silicon Valley campaign (led by local nonprofit Menlo Spark) and C/CAG’s Resource Management and Climate Protection Committee (RMCP).

FUNDING:

Last year, Colma’s $1,000 contribution to the Indicators Program in FY 2022-23 represented less than 2 percent of our program funds for the Indicators, and less than 1 percent of the total revenue for the organization. Please note that the program funds include only the direct expenses of program staffing, printing ($0 for 2022, due to a shift to all-electronic), postage and event costs. Indirect costs, including office space, technology (website and computers) and supplies, outreach and the Executive Director (whose Indicators program support responsibilities represent about 30 percent of her time), are listed as general operating expenses. Program revenues raised above the direct program costs support these general operating expenses, as do donations and contributions from businesses and individuals, and the proceeds from various fundraisers, including our online auction. In 2023, the Virtual Auction was live online from March 25 until April 2.

Compared to our other city contributors, Colma’s FY 2022-23 $1,000 contribution is situated in the lower range (10 cities contributed at higher levels, 6 at the $1,000 level). Currently, all but three cities/towns in San Mateo County fund the Indicators Program.

FUNDING:

Colma’s $1,000 contribution to the Indicators Program in FY2022-23 represented less than 2 percent of our program funds for Indicators, and less than 1/2 percent of the total revenue for the organization. Please note that the direct program costs include only the direct expenses of program staffing and event costs. Indirect costs, including office space, technology (website and computers) and supplies, outreach and the Executive Director (whose Indicators program support responsibilities represent about 30 percent of her time), are listed as direct operating expenses. Program revenues raised that exceed the direct program costs support general operating expenses, as do donations and membership contributions from businesses and individuals, and the proceeds from various fundraisers, including our annual auction. In 2023, the Sustainability Awards Event was held on March 30, and included a Live Auction as well as a Virtual Auction.

Compared to our other city contributors, Colma’s FY2022-23 $1,000 contribution is situated in the lower range (12 cities—including the County of San Mateo—contributed at higher levels, 5 at the $1,000 level). Currently, all but three cities/towns in San Mateo County fund the Indicators Program.

Program Budget FY2022-23
Revenue FY 2022-23
Local governments $59,400
Foundations & Corporations / Event
Sponsors *
$1,500
Individuals * $0
Total $60,900
Direct Expenses FY 2022-23 (effective)
Contract Program Staff $18,788
ED oversight: ** $25,626
Website Content and Upgrade $2,802
PR material for event $0
Event (Venue rental, food & drink) $0
Total $47,216
Indirect Expenses *** $10,158
*The 2022 Indicators Report was introduced at a Live Event in October 2022. **Executive Director’s direct program’s oversight (approx. 30% of time) include:
research/content to IR; report editing; event organization; staff management; report distribution & promotion.
***Indirect Expenses cover Administrative Assistant’s time (20%: $6,429), rent, insurance, payroll processing, general office material and outreach.

We would like to take the opportunity to express our appreciation to the T own of Colma for its steady support of our programs over the past few years. We deeply appreciate Colma’s ongoing and long-time support, which allows us to work toward fulfilling our vision of a sustainable future for everyone in San Mateo County. We rely upon your support to allow us to broaden and deepen our programs and give sustainability the voice and attention it truly deserves. As we all continue to experience firsthand the increased negative impacts of climate change, it’s important that we act now. We respectfully ask that for FY23-24, the Town of Colma consider supporting us at the full amount requested, $5,000. This is the minimum amount that SSMC needs to cover the cost of providing our annual Indicators Report and ongoing policy updates to Colma. Belmont, Brisbane, Hillsborough, San Carlos, San Mateo and South San Francisco all supported us at this level in 2022.

We look forward to your renewed, important support for the next fiscal year and to partnering with Colma on future events.

Thank you again.

Sincerely yours,
Christine Kohl-Zaugg
Executive Director, Sustainable San Mateo County
Terry Nagel
Chair, Board of Directors, Sustainable San Mateo County

Staff Report - F Street Wall Mural Artist Selection Page 1 of 3

STAFF REPORT
TO: M
ayor and Members of the City Council
FROM: Daniel Barros, City Manager
MEETING DATE: September 27, 2023
SUBJECT: F Street Wall Mural Artist Selection

RECOMMENDATION
Staff recommends that the City Council adopt the following:

RESOLUTION APPROVING AND AUTHORIZING THE CITY MANAGER TO EXECUTE AN

AGREEMENT WITH JULIE ENGLEMANN, DOING BUSINESS AS ART BY JUL, FOR THE

DESIGN AND CONSTRUCTION OF A MURAL FOR THE F STREET WALL MURAL LOCATED

AT THE BASE OF F STREET NEAR ITS INTERSECTION WITH EL CAMINO REAL PURSUANT TO CEQA GUIDELINE 15301

EXECUTIVE SUMMARY
Following the recent rehabilitation and reconstruction of the F Street retaining wall accompanied by the timing of the Town’s 100th year anniversary in the upcoming calendar year, the Town has elected to have a mural constructed on the new wall to commemorate the history of the Town over its first 100 years. Solicitations for professional artist services were rendered via a Request for Qualifications (RFQ). A selection committee interviewed the top three qualified artists and selected the design and services of Julie Englemann for the F Street Mural project.

FISCAL IMPACT
As part of the Public Arts Program within the FY 2023-24 Capital Improvement Plan, the Town has budgeted $100,000 for this project.

ENVIRONMENTAL
The City Council’s action in approving the agreement is exempt from environmental review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guideline 15301 as the repair, maintenance, or minor alteration of existing public structures or facilities involving a negligible or no expansion of existing or former use.

Item #5
Staff Report - F Street Wall Mural Artist Selection Page 2 of 3

ANALYSIS
Background
The Town recently refurbished a large retaining wall along the west side of F street leading to El Camino Real. The wall was experiencing visible spalling of concrete material and causing concern for the long-term viability of the existing wall. After a structural evaluation, it was determined that the wall needed select repairs to extend the useful life of the wall rather than an entire replacement and reconstruction of the wall itself.

Upon completion of the repairs, the newly rehabilitated and freshly painted wall was determined to be the site for an upcoming mural project. In conjunction with the timing of Colma celebrating its 100 year anniversary in 2024, the mural’s design will be centered around the long, rich history of the Town.

Selection of Artist
On July 14, 2023, the Town released an RFQ for Professional Artist Services for the F Street Wall Mural. Six submissions were received by the August 4, 2023 response deadline. The selection committee invited the top three qualified artists to be interviewed in front of the committee showcasing their experience, qualifications, and conceptual vision for F Street Wall Mural. At the conclusion of the interviews, it was decided by the committee that Julie Englemann demonstrated the appropriate qualifications and a vision which resonated with the committee and that they felt best represented the Town and its history.

The Agreement
A template agreement was prepared by the City Attorney’s office to detail the contractual relationship between the Town and the artist as follows:
• The Town agrees to keep the art up for a minimum of five years with the mural to be completed by April 30, 2024. This term may be extended by written mutual agreement of the Town and the artist.
• In exchange for the artwork, the Town will pay the artist $100,000. This amount does not constitute a gift of public funds as the art work will commemorate the Town and its 100
th year anniversary which will build goodwill and pride in the community for all of the public to view and appreciate. The Town will not be liable for any further costs and the artist will need to manage all other costs associated with the commission of the artwork. • Upon completion of the art, the Town shall have the right to use the artwork for any non-commercial purpose. Any reproduction, representation, distribution or display of the Mural that is intended to promote the Town, its services, or to attract visitors or businesses, shall be deemed non-commercial.
• The artist shall be responsible for all maintenance costs, although the Town reserves the right to make repairs if the artist is unavailable.
• The artist is required to carry insurance and indemnify the Town for any issues.

Staff Report - F Street Wall Mural Artist Selection Page 3 of 3 Council Adopted Values
The F Street Wall Mural is visionary because it involves community collaboration to showcase the long-valued history of the Town and will live as a visual reminder and educational piece of art for years to come for Colma and its surrounding communities to enjoy.

Sustainability Impact
The construction of a mural on a public-facing blank wall can have a positive impact on sustainability. Most blank spaces can be subject to graffiti and vandalism over time which in turn creates the ongoing need for maintenance and repair following such vandalism. This could lead to extensive sandblasting and pressure washing of said surfaces to restore them to their intended conditions all while increasing stormwater runoff in the area with potentially harmful chemicals and materials. With the construction of the mural, the Town anticipates vandal activity to be at a minimum and thus a positive impact on sustainability.

Alternatives
The City Council could elect to not adopt this resolution to approve this agreement. Such action will require staff to re-solicit artists for professional services which would negatively impact the timeline of this project. The current timeline is to have the mural completed by the spring of 2024 to coincide with the Town’s centennial events next calendar year; not approving this agreement will jeopardize that timeline.

CONCLUSION
Staff is recommending the Council adopt the resolution approving and authorizing the City Manager to execute an agreement with Julie Englemann for Professional Artist Services for the F Street Wall Mural Project.

ATTACHMENTS
A. Resolution
B. Contract
C. Artist Presentation

Res. 2023-___ Professional Artists Services Agreement with Julie Engelmann Page 1 of 2 RESOLUTION NO. 2023-__

OF THE CITY COUNCIL OF THE TOWN OF COLMA

RESOLUTION APPROVING AND AUTHORIZING THE CITY MANAGER TO EXECUTE AN

AGREEMENT WITH JULIE ENGELMANN, DOING BUSINESS AS ART BY JUL, FOR THE

DESIGN AND CONSTRUCTION OF A MURAL FOR THE F STREET WALL MURAL

LOCATED AT THE BASE OF F STREET NEAR ITS INTERSECTION WITH EL CAMINO REAL PURSUANT TO CEQA GUIDELINE 15301
The City Council of the Town of Colma does hereby resolve:

1. Background.
(a) The Town recently refurbished a large retaining wall along the west side of F street leading to El Camino Real.
(b) The newly rehabilitated and freshly painted wall was determined to be the site for a centennial mural project.
(c) On July 14, 2023, the Town released an RFQ for Professional Artist Services for the F Street Wall Mural.
(d) On August 4, 2023, the Town received six proposals in response to the RFQ with the top three qualified candidates invited to be interviewed before the selection committee. (e) On September 5, 2023 , interviews with the top three qualified candidates were conducted.
(f) At the conclusion of the RF Q process, the committee has selected, and staff is recommending that a contract be entered into with Julie Engelmann.

2. Order.
(a) The Professional Artists services contract between the Town of Colma and Julie Englemann, which is on file with the City Clerk, is hereby approved by the City Council of the Town of Colma.
(b) The City Manager is authorized to execute the Professional Artists services contract on behalf of the Town of Colma, with such technical amendments as may be deemed appropriate by the City Attorney.
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Attachment A

Res. 2023-___ Professional Artists Services Agreement with Julie Engelmann Page 2 of 2

Certification of Adoption
I certify that the foregoing Resolution No. 2023-__was adopted at a regular meeting of the City Council of the Town of Colma held on September 27, 2023 by the following vote:

Name Voting Present, Not Voting Absent
Aye No Abstain Not Participating
Joanne F. del Rosario, Mayor
John Irish Goodwin
Helen Fisicaro
Ken Gonzalez
Carrie Slaughter
Voting Tally

Dated
Joanne F. del Rosario, Mayor

___________________________
Caitlin Corley, City Clerk