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Consideration of Funds Allocated for Childcare Initiatives

Goleta City Council
May 28, 2024

Document
Consideration of Funds Allocated for Childcare Initiatives
Meeting
May 28, 2024
Body
Goleta City Council
Pages
12
Original file
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Text extracted from the city's file for reading and search. Open the original on goleta.legistar1.com. That file is the official record.

CPMS
Agenda Item A.3

DISCUSSION/ACTION ITEM
Meeting Date: May 28, 2024
TO: Mayor and Councilmembers
SUBMITTED BY: Robert Nisbet, City Manager
PREPARED BY: Shannon Kirn, Assistant to the City Manager SUBJECT: Consideration of Funds Allocated for Childcare Initiatives RECOMMENDATION:

A. Authorize the City Manager to enter into a Grant A greement with Women’s Economic Ventures for the Business of Care Program for an amount not to exceed $46,200 expiring on December 30, 2024;
B. Authorize the City Manager to enter into a Grant Agreement with United Way of Santa Barbara County for the Brighter Futures Childcare Fund for an amount not to exceed $3,800 expiring on December 30, 2024; and
C. (Optional) Provide comments and direction on Fiscal Year 2024-2 5 funding allocated for childcare initiatives.

BACKGROUND:

On April 19, 2022, the City Council received a report on the outcomes of the Child Care Assessment performed by United Way to better understand the needs of working parents and childcare providers. The full report can be viewed here. In summary, the survey results focused on three major barriers for parents and providers:

1. Cost of Childcare

2. Demand for Space

3. Staffing and Employment
On June 20, 2023, the City Council allocated $50,000 in FY 2023-24 and $250,000 in FY 2024-25 for childcare initiatives as part of the adopted two-year budget plan.

On March 26, 2024, the Human Services Committee (Committee) met to receive an update on regional and local childcare efforts and provide direction on the future work efforts of the childcare initiatives. At this meeting, the Committee requested staff to return at a later date to provide more information on potential initiatives that address the supply side of the childcare issue to increase childcare spots. 1 Meeting Date: May 28, 2024

Page 2 of 5 ends

On May 14, 2024, the Committee met to consider additional childcare proposals and recommend to the City Council how to use FY 2023-24 funds allocated for childcare initiatives. The Committee heard proposals from Women’s Economic Ventures (WEV) and United Way of Santa Barbara County. The full report, along with the proposals from this meeting, can be found in Attachment 1.

DISCUSSION:

On May 14, 2024, the Committee recommended supporting both proposals with a grant agreement for WEV for $46,200 for the Business of Care Program (Attachment 2) and a grant agreement with United Way for $3,800 for the Brighter Futures Childcare Fund, with the focus area of strengthening the childcare sector through business technical training for program owners/directors (Attachment 3). Summaries of the proposals are described below.

WEV Business of Care Proposal
Women’s Economic Ventures “Business of Care” Program offe rs accessible business support for childcare
providers, early childhood educato rs, and individuals who want to start or grow their own childcare business. The eight-wee k training prog ram is suitable for both home-based and center-based businesse s and is available in both English and Spanish. The program is made widely accessible through in-person , online, o r HyFlex classes in small cohort sizes of 10 to 15 students per class.

The program offers group instruction in creating a business plan and identifying avenues for growth, business finance, and infrastructure. Participants are also introduced to WEV's comprehensive range of services for both new and existing businesses, which includes access to capital, financial education, and business classes that are either free or low- cost. Depending on the program model, participants also receive stipends to support the growth of their business.

WEV uses a business plan scoring rubric to determine eligibility for receiving a business stipend. If selected, business owners are required to submit receipts for expenses as well as complete a minimum of two hours of 1:1 business coaching with a qualified WEV business advisor.

Pilot program expected impact:
 12 childcare business owners trained.
 Up to 96 infant/toddler childcare slots created by expanding providers' capacity at small licensures (6 slots) to large licensures (14 slots).  $30,000 in stipends provided.

Pilot program cost:
 Upon completing the course, participants are eligible to apply for a stipend to pay for resources or supplies to support their business.
 Cost of the pilot program with a stipend of $2,500 for 12 participants= $46,200 2 Meeting Date: May 28, 2024

Page 3 of 5 ends

United Way Brighter Futures Childcare Fund Proposal
The City of Goleta also has the opportunity to invest in the Brighter Futures Childcare Fund (Fund), an integrated approach to support the solutions identified in the original assessment recommendations and in the initial discussions within the Coalition.

The objective of the Fund is to provide a centralized place for parents, employers, and childcare providers seeking support to access financial resources to address unmet needs. As one of the original contracted deliverables with First 5 Santa Barbara County, United Way plans to facilitate the creation of 250 new infant/toddler childcare spaces throughout the county. The four focus areas of the Fund target identified gaps in the system that have demonstrated the highest impact on the ability of providers and employers to offer additional spaces and for local families to be able to secure and afford them.

The four (4) focus areas of the Fund are:

1. Provide scholarships for parents in the “missing middle” who make too much for government subsidized programs but too little to afford the average local cost of childcare.
o Soliciting applications from eligible families and providing selected scholarship recipients with 12 months of financial support paid directly to a licensed childcare provider.

2. Increase the supply of childcare spaces through the support of start -up costs for businesses launching an employer sponsored childcare program. o Working with the local business community to educate about the benefits of employer-sponsored childcare and supporting motivated businesses with start-up costs for new infant-toddler spots.

3. Provide technical assistance to employers needing support in the start -up or expansion of infant-toddler spaces.
o Partnering with relevant government, non-profit, and consulting agencies to provide curated technical assistance to businesses that are beginning the process of opening new infant-toddler spaces throughout the county.

4. Strengthen the childcare sector through business technical training for owners/directors of programs.
o Circulating an RFP from community organizations that can conduct business training for cohorts of childcare business owners and directors.

The Fund is a co mbination of public, corporate, and philanthropic support and is set to initially launch with $500,000 that has already been secured to address the stated goals.

The Fund will allow for public and private dollars to be invested generally in the Fund, or to specific areas of interest in line with the four focus areas listed above. Given the nature of the Fund’s structure and management, investments can also be made regionally, supporting providers, employers, and families in a specific municipality or region . As members of the Coalition and investors to the Fund, the City of Goleta may join a county- 3 Meeting Date: May 28, 2024

Page 4 of 5 ends

wide effort to address the availability of affordable, high-quality childcare. The Committee recommended allocating its investment to focus on area number four (4) to strengthen the childcare sector through business technical training for owners/directors of programs.

With $50,000 budgeted for this fiscal year for childcare initiatives , the Committee recommended fully funding the WEV proposal and giving the difference to United Way’s Fund. The Committee also discussed the potential to grant United Way a portion of the childcare initiative budget for Fiscal Year 2024-25 for the Fund and agreed it warranted a larger discussion with the full Council to determine the appropriate allocation between the focus areas of the Fund.

Staff recommends that the Council approve the Committee’s recommendation to enter into grant agreements with WEV for $46,200 and with United Way for $3,800. The Council also has the option to discuss the allocation of next Fiscal Year’s childcare initiatives funding of $250,000 and whether there is interest in granting United Way funding for the Brighter Futures Childcare Fund and provide direction to staff accordingly.

If the Council does not choose to provide direction on next Fiscal Year’s funding, staff will return to the Committee in July or August to allow the Committee to discuss and make a recommendation to the Council.

GOLETA STRATEGIC PLAN:

City-Wide Strategy : 2. Support Community Vitality and Enhanced Recreational Opportunities
Strategic Goal: 2.3 Support childcare initiatives and programs FISCAL IMPACTS:

On June 20, 2023, as part of the adopted two-year budget plan, the City Council allocated $50,000 in FY 2023-24 and $250,000 in FY 2024-25 for childcare programs. Those funds have been budgeted in the FY 2023-24 City Manager’s Professional Services GL account (101-10-1200-51200) for $50,000. Therefore, no additional appropriations are needed for these grant agreements.

ALTERNATIVES:

The Council could choose to amend the grant agreements or to not move forward with the grant agreements and choose an alternative strategy to spend the funding for the childcare initiative.

LEGAL REVIEW BY: Megan Garibaldi, City Attorney
APPROVED BY: Robert Nisbet, City Manager
4 Meeting Date: May 28, 2024

Page 5 of 5 ends

ATTACHMENTS:

1. Human Services Standing Committee Meeting Packet May 14, 2024

2. Women’s Economic Ventures Draft Grant Agreement

3. United Way of Santa Barbara County Draft Grant Agreement 5 ATTACHMENT 1
Human Services Standing Committee Meeting Packet May 14, 2024 6 1
HUM

AN SERVICES

STANDING COMMITTEE MEETING
T
uesday, May 14, 2024
2 :00 P.M. – 3:30 P.M.
130 Cremona Drive, Suite B
Goleta, California
C
ouncilmember Kyle Richards
Councilmember Stuart Kasdin
Robert Nisbet, City Manager
Jaime A. Valdez, Assistant City Manager
Shannon Kirn, Management Analyst
Melissa Cure, Management Assistant
P
ublic Participation
I
f you wish to make a general public comment or to comment on a specific agenda item, the following methods are available:

D
istribution to the Human Services Standing Committee - Submit your comment via email prior to 4 p.m. on the Monday prior to the Human Services Standing Committee meeting. Please submit your comment to Melissa Cure at: [email protected]. Your comment will be placed into the record and distributed appropriately.

P
lease register for Human Services Standing Committee Meeting on May 14, 2024 at 2:00 P.M. PDT at:

ELECTRONIC PARTICIPATION: Join Meeting Electronically at:

Zoom
Link: https://us06web.zoom.us/webinar/register/WN_5oNSD5qBRWqW5-ffwd56gA Zoom Webinar ID: 828 4281 0245
O
r dial: For higher quality, dial a number based on your current location.

M
obile Options: US: +1 408 638 0968 or +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799 or +1 646 876 9923 or +1 301 715 8592 or +1 312 626 6799 Mobile Webinar ID: 828 4281 0245
Mobile Passcode: 109406
7 2

After registering, you will receive a confirmation email containing information about joining the webinar.

You will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended.

AGENDA

I. Public Comment

II. Childcare Initiative (continued)

Americans with Disabilities Act: In compliance with the ADA, if special assistance is needed to participate in a City Council meeting (including assisted listening devices), please contact the City Clerk's office at (805) 961- 7505. Notification at least 72 hours prior to the meeting helps to ensure that reasonable arrangements can be made to provide accessibility to the meeting.

8 MEMORANDUM
DAT
E: May 14, 2024
TO
: Human Services Standing Committee
F
ROM: Robert Nisbet, City Manager
Shannon Kirn, Management Analyst
SUBJ
ECT: Item II. Childcare Initiative Continued
RECOM
MENDATION:

C
onsider additional childcare initiative proposals and make a r ecommendation to City Council on how to use FY 2023-24 funds allocated for childcare initiatives.

BA
CKGROUND:

O
n April 19, 2022, the City Council received a report on the outcomes of the Child Care Assessment performed by United Way to better understand the needs of working parents and childcare providers. The full report can be viewed HERE. In summary, the survey results focused on three major barriers for parents and providers:

1. Cost of Childcare

2. D
emand for Space

3. Staffing and Employment
O
n June 20, 2023, as part of the adopted 2-year Budget Plan, the City Council allocated $50,000 in FY 2023-24 and $250,000 in FY 2024-25 for childcare initiatives.

O
n March 26, 2024, the Human Services Committee (Committee) met to receive an update on regional and local childcare efforts and provide direction on the future work efforts of the childcare initiatives. At this meeting, the Committee requested staff to return at a later date to provide more information on potential initiatives that address the supply side of the childcare issue to increase childcare spots.

R
ecap on Regional Efforts
The County of Santa Barbara has taken the lead in expanding the analysis countywide and providing American Rescue Plan Act (ARPA) funding to a variety of existing and new regional initiatives, including programs contracted through the First 5 Santa Barbara 9 M eeting Date: May 14, 2024
P
age 2 of 6
County Children and Families Commission (First 5 SBC) to United Way and Santa Barbara Foundation.

O
n March 14, 2023, the County Board of Supervisors (Board) approved a $1 million contract with United Way and on May 2, 2023, the Board approved a $1.25 million contract with Santa Barbara Foundation for childcare sector recovery and resiliency services.

S
anta Barbara Foundation is focusing on:
• Increasing the number of qualified early education professionals to work in infant and toddler classroom
o Santa Barbara County Child Care Planning Council launched an ARPA Infant/Toddler United Stipend Program for students completing infant/toddler courses and can receive a stipend for up to 12 units of coursework each semester. See Attachment 1 for the past Spring 2024 flyer. There will be two FY 24- 25 application periods in the fall and spring.
• Creating a master plan for childcare facility development • Providing technical assistance and business planning to new and existing early care providers wishing to serve infants and toddlers
• Increasing the number of licensed infant and toddler spaces by 250 U
nited Way is focusing on:
• Conducting municipality-focused studies on childcare needs • Facilitating a childcare coalition in Santa Barbara County • Expanding childcare efforts within the employer sponsored/corporate space • Establishing a designated fund and work with local philanthropy and chambers of commerce as an ongoing support for the childcare sector • Working with the County Office of Emergency Management and First 5 SBC to establish a childcare plan during county declared emergencies E
arly Childcare Education Workforce
Childcare is a complex business with the qualifications, licensing, and teacher/adult to child ratio requirements that all contribute to the high costs of operations. According to a recent report published by the Bipartisan Policy center in February 2024, “childcare is a labor-intensive industry, and labor costs make up 70– 80% of a typical program’s operating budget. Businesses operate on razor thin margins in a private market, resulting in high costs for parents, low revenue for childcare programs, and low w ages for staff.” 1 In the state of California, childcare centers and family day care homes are regulated by California Code of Regulations Title 22 and the Education Code requirements, commonly known as Title 5, which sets stricter adult/child ratios and staff qualifications than Title 22.

It is important to note these ratio requirements set minimums, but quality care goes above 1 Smith, L. K., & Osborn, C. (2024, March 1). Building a state child care center workforce: Bipartisan policy center. Building a State Child Care Center Workforce | Bipartisan Policy Center. https://bipartisanpolicy.org/report/building-state-child-care-center-workforce/ 10 M eeting Date: May 14, 2024
P
age 3 of 6
and beyond the standards. In addition, there are other factors that influence quality childcare including the educational and experience of early childhood providers. As quoted in the Child Care Assessment, a provider “cannot make money without compromising quality”. While the challenges of childcare are multifaceted, and there is no silver bullet to address all aspects of the system of care and education, there is an immediate and apparent need for more childcare spaces and local providers are struggling to maintain qualified staff to ensure quality care to increase the number of spots.

DI
SCUSSION:

As
stated previously, at the March 26, 2024, meeting, the Committee requested other proposals to be presented to address the provider and workforce challenges of the childcare issue. The remainder of this report will focus on strategies to support building a qualified childcare workforce and investing in providers to help bolster the workforce and increase the number of childcare spots . Below are summaries of the two proposals being presented by Women’s Economic Ventures (WEV) and United Way. Also listed below is Table 1 from the previous report as a reminder of the potential options and alternatives that the Committee may want to re-consider.

W
EV Business of Care P roposal
Women’s Economic Ventures “Business of Care” Program offers accessible business support for childcare providers, early childhood educators, and individuals who want to start or grow their own childcare business. The eight -week training program is suitable for both home-based and center-based businesses and is available in both English and Spanish. The program is made widely accessible through in-person or online classes in small cohort sizes of 12 to 15 students per class. Students benefit from the experience of their instructor during group training classes and have the benefit of building community with like-minded peers.

The pr
ogram offers group instruction in creating a business plan, identifying avenues for growth, business finance, and infrastructure. Participants are also introduced to WEV's comprehensive range of services for both new and existing businesses, which includes access to capital, financial education, and business classes that are either free or low -cost.

Depending on the program model, participants also receive stipends to support the growth of their business.

W
EV uses a business plan scoring rubric to determine eligibility for receiving a business stipend. If selected, business owners are required to submit receipts for expenses as well as complete a minimum of two hours of 1:1 business coaching with a qualified WEV business advisor.

P
ilot program expected impact:
• 12 childcare business owners trained.
• Up to 96 infant / toddler childcare slots created by expanding providers capacity at small licensure (6 slots) to large (14 slots).
• $30,000 in stipends provided.
11 Meeting Date: May 14, 2024

Page 4 of 6 ends

Pilot program cost:

Upon completing the course, participants are eligible to apply for a stipend to pay for resources or supplies to support their business. The program cost per participant without stipend funding is $1,350 and $3,850 with stipend. To date, participant stipends have ranged from $2,500-$7,500. The City could fund one of the two pilot program options:
• Cost of pilot program without stipend funding for 12 participants= $16,200 • Cost of pilot program with stipend of $2,500 for 12 participants= $46,200

See Attachment 2 for the full “Business of Care” Proposal and presentation.

United Way Brighter Futures Childcare Fun
d Proposal
The City of Goleta also has the opportunity to invest in the Brighter Futures Childcare Fund (Fund), an integrated approach to support the solutions identified in the original assessment recommendations and in the initial discussions within the Coalition.

The objective of the Fund is to provide a centralized place for parents, employers, and childcare providers seeking support to access financial resources to address unmet needs.

As one of the original contracted deliverables with First 5 Santa Barbara County, United Way plans to facilitate the creation of 250 new infant/toddler childcare spaces throughout the county. The four focus areas of the Fund target identified gaps in the system that have demonstrated highest impact on the ability of providers and employers to offer additional spaces and for local families to be able to secure and afford them.

The Brighter Futures Childcare Fund will:
• Provide scholarships for parents in the “missing middle” who make too much for government subsidized programs but too little to afford the average local cost of childcare.
o Soliciting applications from eligible families and providing selected scholarship recipients with 12 months of financial support paid directly to a licensed childcare provider.
• Increase the supply of childcare spaces through the support of start -up costs for businesses launching an employer sponsored childcare program. o Working with the local business community to educate about the benefits of employer sponsored childcare and supporting motivated businesses with start- up costs for new infant-toddler spots.
• Provide technical assistance to employers needing support in the start -up or expansion of infant-toddler spaces.
o Partnering with relevant government, non- profit, and consulting agencies to provide curated technical assistance to businesses that are beginning the process of opening new infant-toddler spaces throughout the county. • Strengthen the childcare sector through business technical training for owners/directors of programs.
o Circulating an RFP from community organizations that can conduct business training for cohorts of childcare business owners and directors.

The Fund is a combination of public, corporate, and philanthropic support and is set to initially launch with $500,000 that has already been secured to address the stated goals. The Fund 12 Meeting Date: May 14, 2024

Page 5 of 6 ends

will allow for public and private dollars to be invested generally in the Fund, or to specific areas of interest in line with the four focus areas listed above. Given the nature of the Fund’s structure and management, investments can also be made regionally, supporting providers, employers, and families in a specific municipality or region. As members of the Coalition and investors to the Fund with $50,000 from Goleta funding, the City of Goleta may join a county- wide effort to address the availability of affordable, high-quality childcare. For the investment in the Fund, the City of Goleta has the opportunity to allocate its investment between each of the four focus areas, prioritizing its investment to align with its strategic objectives to advance household stability in the area.

See Attachment 3 for the full Brighter Futures Childcare Fund Proposal.

Summary of Childcare Strategies
Table 1 below lists potential strategies to address the capacity, quality and affordability of childcare.

Table 1. Summary of Childcare Strategies
Category Strategy Description
Childcare
Workforce
Provide childcare
worker financial
support
A stipend program for eligible early educators
depending on criteria such as experience, type of
program, educational units, considering degree, etc.

Support moral
recognition programs
Expand existing regional recognition program s that
potential includes financial incentives to recognize the importance of early child education workforce.

Fund professional
development
scholarships
Provide scholarships to childcare providers/workers to
subsidize and/or reimburse the cost of professional
development opportunities.

Support increase in
pay or benefits for
childcare workers
Encourage to have income levels raised for child care
workers to reflect the cost of living in Goleta, including better health care or retirement benefits to childcare
workers.

Support affordable
housing for Goleta’s
childcare workforce
Explore innovative solutions, best practices, and legal pathways to reserve affordable housing for Goleta’s
childcare workforce.

Families
Provide financial
assistance for Goleta
parents in the "missing
middle"
Establish a grant agreement with community -based
organizations to provide scholarships for families who
do not qualify for government subsidized programs.

Advocate for increase
in Flexible Spending
Accounts allocations
Endorse and advocate for a regional effort to increase
Dependent Care Flexible Spending Accounts.

Provide childcare
support at public
meetings and/or for
City employees
Establish a city employee benefit program to assist
with childcare cost based on need; partner with
childcare providers to increase childcare program
capacities in exchange for reserved spots , provide
childcare at city council meetings for members of the
public, etc.
13 Meeting Date: May 14, 2024

Page 6 of 6 ends

Policy
Repurpose unused
public facilities or land
for childcare space
Review unused public locations for potential
conversion into childcare sites and partner with other
local agencies (schools, universities, faith- based
institutions, community centers, libraries, etc.).

Review zoning and
permitting restrictions
Remove barriers in current zoning and permitting
restrictions to allow for more childcare facilities.

Establish developer
fees to fund childcare
facilities
Create a development impact fee to contribute funding
towards childcare facilities, similar to the City of Santa Cruz.

Create developer
agreements to include
childcare facility
construction
Developer agreements have been negotiated by cities
to include childcare facility construction, in-lieu fees, or tuition subsidies.

Facilitate employers'
engagement around
helping with childcare
needs
Encourage collaboration between public and private
employers to be part of the solutions to the childcare
system.

Provider
Support
Establish Business
License fee waiver for
all childcare providers
Business License fee waivers are already established
for nonprofit childcare providers and family day cares
in the City , but this could be expanded to include all Day Care facilities, private or nonprofit.

Promote teacher
licensing and
permitting support
Provide financial support for licensing and permitting
classes and other test expenses, advocate for classes
in languages other than English, subsidize classes/test expenses, promote childcare employment support to
undocumented community members, etc.

Provide startup
business support
Support startup costs for new childcare businesses
and encourage creative opportunities like
microcenters.

Recommended Next Steps
Staff recommend that the Committee make a recommendation to City Council on how to use FY 2023-24 funds allocated for childcare initiatives through one of the proposals , a combination of the proposals, or alternate strategy as identified by the Committee.

FISCAL IMPACTS

On June 20, 2023, as part of the adopted 2-year Budget Plan, the City Council allocated $50,000 in FY 2023-24 and $250,000 in FY 2024-25 for childcare programs.

ATTACHMENTS:

1. ARPA Infant/Toddler Units Stipend Program Flyer

2. WEV Business of Care Proposal

3. United Way Brighter Futures Childcare Fund Proposal

14 Attachment 1
ARPA Infant/Toddler Units Stipend Program Flyer

15 Infant/ Toddler Units Stipend Program
Thanks to the generosity of the Santa Barbara County Board of Supervisors, Child Care Planning Council, in partnership with Santa Barbara Foundation and Children's Resource and Referral, is offering an exciting new opportunity for students completing Infant/Toddler courses!
Who is eligible?
Individuals completing Infant/Toddler units at an accredited college are eligible to apply.

What Qualifies?
Infant/Toddler courses, including student teaching in an infant or toddler classroom, will qualify. Applicants are eligible to receive a stipend for up to 12 units of coursework and can reapply each semester until the 12 unit cap is met.

Individuals who are enrolled in Spring semester courses or have recently completed Infant/ Toddler coursework in Winter of 2023 are eligible to apply for the Spring 2024 stipend.

How much?
Applicants
are eligible for a minimum of $100 per unit, plus an additional $150 to support educational and materials costs. This means for a 3 unit course, applicants would receive a minimum of $450!
When do I aJn�ly?
The ARPA stipend application for the Spring 2024 semester will be released at the beginning of the semester with applications due by M arch 15th.

A new application will be released each Spring and Fall semester until June of 2025.

SANTA BARBARA

FOUNDATION
For more information,-1�lease contact:

Christian Patterson,
Child Care Planning Council Coordinator
Desk: (805) 964-4710x4473 • Cell: (805)705-3756
Email: [email protected]
16 Attachment 2
WEV Business of Care Proposal

17 1
WEV’s Business of Care Program
Program Overview
Women’s Economic Ventures (WEV’s) “Business of Care” Program offers accessible business support for childcare providers, early childhood educators, and individuals who want to start or grow their own childcare business. The eight-week training program is suitable for both home- based and center-based businesses and is available in both English and Spanish. The program is made widely accessible through in-person or online classes in small cohort sizes of 12 to 15 students per class. Students benefit from the experience of their instructor during group training classes and have the benefit of building community with like-minded peers.

The program offers group instruction in creating a business plan, identifying avenues for growth, business finance, and infrastructure. Participants are also introduced to WEV's comprehensive range of services for both new and existing businesses, which includes access to capital, financial education, and business classes that are either free or low-cost. Depending on the program model, participants also receive stipends to support the growth of their business. Please see the following page for a full outline of the program.

Eligibility/Technical Assistance
WEV uses a business plan scoring rubric to determine eligibility for receiving a business stipend. If selected, business owners are required to submit receipts for expenses as well as complete a minimum of two hours of 1:1 business coaching with a qualified WEV business advisor.

WEV’s Business of Care Impact, 2022 to present
• 75 childcare businesses served
• Approximately 450 childcare slots created
• $3,274,597 gross revenue generated
• 135 jobs supported
• 44 new business starts
• $510,000 worth of stipends provided
Program Partners
To date, WEV has partnered with Children’s Resource
and Referral of Santa Barbara County, Santa Barbara
City Library and First Five on the Business of Care.

WEV is part of a network of Women’s Business
Centers (WBCs) from across California working to
create and sustain strong licensed childcare programs
in our diverse communities, enabling more children,
women, and families to thrive.
“The WBC Program has been an absolute
blessing for my business. From learning about
taxes and accounting to monitoring my
expenses more closely, every aspect of the
program has been incredibly beneficial. Thanks
to the support and guidance I received, I feel
confident in my ability to manage my business. I
wholeheartedly recommend the program to any
childcare provider looking to take their business
to the next level. It truly has been a valuable
resource for me, and I’m so grateful for the
opportunity to participate.”
– Claudia Alvarez, Childcare Provider
18 2
T
raining Outline
Week Topic
Week 1 Introductions, the Value of Business Planning and Goal Setting Week 2 Social Entrepreneurship
• Business Triple Impact: People, Profit, Planet
Week 3
Marketing Fundamentals
• Target Market
• Outreach Channels
• Website
• Social Media
Week 4
Operations
• Family Contracts
• Tech Tools to Manage your Business
• Human Resources
Week 5
Business Infrastructure
• Taxes and Insurance
• Business Entity types
Week 6
Business Finance
• Money Mindset
• Fixed vs. Variable Costs
• Subsidies/ Braided income streams
Week 7
Business Finance, part 2
• Calculating your Breakeven
• Financial Projections
Week 8 Final Presentations and Next Steps
Pilot program expected impact:
• 12 childcare business owners trained.
• Up to 96 infant / toddler childcare slots created by expanding providers capacity at small licensure (6 slots) to large (14 slots).
• $30,000 in stipends provided.

Pilot Program Cost:

Upon completing the course, participants are eligible to apply for a stipend to pay for resources or supplies to support their business.

The program cost per participant without stipend funding is $1,350 and $3,850 with stipend. To date, participant stipends have ranged from $2,500-$7,500. • Cost of pilot program without stipend funding for 12 participants= $16,200 • Cost of pilot program with stipend of $2,500 for 12 participants= $46,200 For more information, please contact WEV’s Director of Programs Ashley Goldstein at [email protected].
19 Learn more about the
effectiveness and success
of WEV's work supporting the care economy.

WEVonline.org | (805) 965-6073 | [email protected]
@womenseconomicventures
childcare provider
clients served
75 jobs
supported
135
gross revenue
$3,274,597
in stipends
provided
$510,000
Cultivating the power within each woman to realize her
dreams, achieve financial independence and succeed on her own terms – through entrepreneurship. Serving Ventura & Santa Barbara Counties since 1991
Childcare Program Highlights
childcare
slots created
450
Business plan training
One-on-one coaching
WEV's Business of Care Program offers:

Access to grant funding
Spanish and English support
new business
starts
44 20
Inspired by her family and her love for kids, Yvette Avila opened her own daycare business, Blossom Daycare. Although she initially struggled with lack of funding for furniture and supplies, her dream of starting her business came to fruition. “I am already loving making a difference in children’s lives,” she said.

In 2022, Yvette participated in WEV’s Business of Care Program in collaboration with Children's Resource and Referral (CRR) of Santa Barbara County- an eight-week business training program and she received a $7,500 grant to support her business growth. Yvette said, “I wanted to learn how to run my business better and how to market it.” She learned how to promote her daycare business and the importance of having her finances in order. She is grateful for the support she has received, “I am so happy I did this training early on in my business. WEV is a network of women who root for and encourage one another and it’s a wonderful circle to be in.” Yvette encourages others who are considering entrepreneurship, to go for it, saying “At first it’s scary, but when you take that leap it only gets better, especially when you have a great organizations like WEV and CRR helping you through every step.”
Ashley Ortega shared that "being a new business owner
has been a sometimes stressful path to navigate" but the support she received through WEV's Business of Care
program "helped in so many different aspects of learning how to run a business". Through participating in the
Business of Care program Ashley received
entrepreneurship training and a $7,500 grant to grow her business and provide care to additional children in her rural hometown.

Perhaps the most compelling part of Ashley's story is how she describes her relationship with her business coach - "You make me feel like I have a safe and reliable place for help, motivation and support". My confidence has grown and "things have been far less stressful, I know that if I need you, you'll have the answer, and if you don't you'll find the right answers."
Yvette Avila, Blossom Day Care, Guadalupe, CA
WEV Client Success Stories
Ashley Ortega, Tiny Bear Paws Day Care, Lompoc, CA
21 Women’s Economic Ventures
Presentation to Goleta City Council
May 14, 2024
22 Women’s Economic Ventures is dedicated to
the economic empowerment of women,
cultivating the power within each woman
to realize her dreams, achieve financial
independence and succeed on her own terms.
23 WEV’s Key Programs & Services
Three core programs support clients in all stages of business, with support available in both English & Spanish
Business Funding
Access to capital for
entrepreneurs not yet
qualified for traditional
bank financing
Business Classes
Programs cover key
areas for success; our
Learning Management
System (LMS) facilitates
engagement in virtual,
on-demand, and in-
person courses.

Business Consulting
One-on-one business
consulting to support
clients in attaining their
business goals
24 WEV served over
1,000
participants
81%
of clients identify
as women
70%
of clients are
people of color
71%
of clients were
low income
Primary Language
47%
English
Santa Barbara
County
2023 Population Served
Where WEV Clients Live
Ventura
County
Other
46%
Spanish
7%
Other
44% 51% 5%
Top 10 Business Types Served:
17%
Retail trade
12%
Accommodation &
Food Services
11%
Arts, Entertainment
and Recreation
7%
Health Care & Social
Assistance
6%
Educational Services
5%
Professional,
Scientific &
Technical Services
4%
Construction
4%
Manufacturing
2%
Administrative
& Support
2%
Agriculture
25 The Childcare Crisis Localized
• 70% of parents with children under five
years old say their experience finding
care was difficult or very difficult.
• 1,000+ parents are on waitlists for
infants and toddlers.
• Two-thirds of providers say they would
increase slots if funding were provided.

Source: Childcare In Santa Barbara and Goleta Assessment and Recommendations, Maria Chesley, 2022 26 Annual Compensation for ECE Workers
0 10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
Average Salary for Small FCC (8 slots) Average Salary for Large FCC (14 slots) Living Wage (2 adults/2 children) both working
Average Salary Source: Project Isabella, Santa Paula, VCCF 2024 Living Wage Source: https://livingwage.mit.edu/counties 27 WEV’s Business of Care Program Overview
A FREE 8-week accessible business skills training in both English and Spanish which covers the topics of:
– Marketing/ communications
– Financial projections
– Fixed vs. variable costs
– Money mindset
– Technology tools
– Family contract best practices
– Taxes and insurance
Target audiences:

Existing businesses to increase slots from 8 to 14.

New providers.
28 Business of Care
Targeted
business skills
development
Community
building
Peer support
Phase One
Business plan
writing
Financial
readiness
Phase Two
Capital access
1:1 Coaching
Phase Three
8 29
Programming to Date
• Partnered with SB City Library in 2022 to
train “Family, Friends, and Neighbor”
providers to determine if launching an
official center was a good fit.
• Ongoing partnership with CRR of SB
County started in 2022 to implement
two special cohorts of Emprendimiento
de Guarderia.
30 Impact: 2022 to Present
• 75 childcare businesses served
• 450 childcare slots created
• $3,274,597 gross revenue
• 135 jobs supported
• 44 new business starts
• $510,000 in stipends provided
10 31
Success Story
11 32
12 33
Attachment 3
United Way Brighter Futures Childcare Fund Proposal

34 United Way
of Santa Barbara County
320 East Gutierrez Street
Santa Barbara, CA 93101
tel 805-965-8591
fax 805-962-3461
www.unitedwaysb.org

Brighter Futures Childcare Initiative |1

City of Goleta | Brighter Futures Childcare Fund Proposal

Organizational Overview & Experience in Childcare
Since its inception, United Way of Santa Barbara County has been a leader in building more resilient foundations for local individuals, students, and families. By developing and leading networks of local service agencies and community organizations, United Way builds its programming on a foundation of informed experience, targeting community needs through programming and initiatives that focus on school readiness and academic achievement, financial empowerment, and response and recovery in times of crisis.

In continuation of its work to build a more resilient community, United Way has identified a significant need in the local childcare sector. Affecting local families, employers, and childcare providers, the childcare industry has significant impacts on economic resiliency for thousands in our community. As identified in recent assessments and surveys, residents of the City of Goleta have reported a number of these challenges, with many local families struggling to maintain employment due to the lack of or the ability to afford childcare. In an effort to support these families and the community in which they live, work, and grow, we invite the City of Goleta to join as partners of United Way’s Brighter Childcare Coalition and invest in the associated fund:
supporting the implementation of data-driven solutions to support local needs.

For decades, the need for affordable, high-quality childcare for children from ages zero to five years has been a challenge for working parents and caregivers. As the economic environment worsens and costs for labor, facilities, and basic needs continue to rise, households from a variety of income levels constantly battle both the lack of available spaces and high costs for quality care for their children. For the average dual-income household with two children ages 0- 5 in a licensed childcare facility in Santa Barbara County, they can be expected to spend an average of 37% of their monthly income on childcare costs alone.

Through extensive work in developing and implementing childcare and early learning programming, including bridge programs for toddler aged children entering Kindergarten and emergency childcare initiatives, United Way has developed a unique and comprehensive understanding of the local sector and needs of caregivers, employers, and providers in the region..

In response to United Way’s development of programs and partnerships in early learning and its success in expanding infant and toddler childcare for emergency and essential workers during the COVID-19 pandemic, the organization was commissioned by the cities of Goleta and Santa Barbara to facilitate a community needs assessment to better understand the specific needs of local families in these two cities in securing access to reliable, affordable care. In partnership with a local consultant, United Way worked with childcare industry specialists, local 35 United Way
of Santa Barbara County
320 East Gutierrez Street
Santa Barbara, CA 93101
tel 805-965-8591
fax 805-962-3461
www.unitedwaysb.org

Brighter Futures Childcare Initiative |2

providers, employers and corporations, and school districts to conduct the assessment. The results of this study were presented to the commissioning cities, confirming what had been projected as significant need throughout the sector. Local families across income levels and providers within each municipality called for significant intervention in the sector as a key solution to long-term financial stability and resiliency. In the city of Goleta alone, it was estimated that 70% of families with children ages 0-5 were unsatisfied with their experience within the childcare sector. In addition to the reported challenges in affording quality care, countywide data indicates a need of 7,000+ additional spaces to support the number of working caregivers who need them to maintain employment and a stable financial foundation for their household.

At the close of 2022, United Way partnered with First 5 Santa Barbara County and other community organizations to aid in the recovery and rebuilding of the childcare sector. In recognition of its local survey and assessment efforts in the cities of Goleta and Santa Barbara, and of its growing network and relationships within the childcare sector through direct programs, United Way was contracted to achieve five primary outcomes. These direct United Way and its partners to:

1. Facilitate a Countywide Childcare Assessment

2. Establish a Childcare Coalition

3. Facilitate a Business Training/Technical Support Program for Childcare Providers

4. Create of a Grant Program for Employer Infant/Childcare Spaces

5. Develop an Emergency Childcare Plan for First Responders/Essential Workers Since the work began, United Way has already achieved significant progress in each of the five contracted focus areas, working with local consultants and specialists to build out its coordinated plan to support stakeholders within the sector. As one of its primary directives, United Way launched the Brighter Futures Childcare Coalition, a collaborative of over 20 elected representatives, local employers and businesses, service agencies, school district partners, and others to help direct informed and innovative solution-building in the sector. The primary directive of the Coalition is to better understand the complex and integrated childcare sector through the perspective and direction of key players who provide, subsidize, or need childcare in order to thrive.

Each member of the Coalition offers a unique opportunity to voice the concerns, hopes, and ideas of those they represent in a forum of diverse individuals and agencies. To date, the Coalition has already held innovative discussions about how to integrate the strengths of various sectors to solve the complex puzzle of a strong childcare system. As members of the Coalition, the City of Goleta would stand among those in our community who have made a 36 United Way
of Santa Barbara County
320 East Gutierrez Street
Santa Barbara, CA 93101
tel 805-965-8591
fax 805-962-3461
www.unitedwaysb.org

Brighter Futures Childcare Initiative |3

commitment to a collaborative childcare solution to better serve local families with a strong and resilient system designed on their behalf.

Brighter Futures Childcare Fund
In addition to membership in the Coalition, the City of Goleta also has the opportunity to invest in the Brighter Futures Childcare Fund, an integrated approach to support the solutions identified in the original assessment recommendations and in the initial discussions within the Coalition.

The objective of the Brighter Futures Childcare Fund is to provide a centralized place for parents, employers, and childcare providers seeking support to access financial resources to address unmet needs. As one of the original contracted deliverables with First 5 Santa Barbara County, United Way plans to facilitate the creation of 250 new infant/toddler childcare spaces throughout the county. The four focus areas of the Fund target identified gaps in the system that have demonstrated highest impact on the ability of providers and employers to offer additional spaces and for local families to be able to secure and afford them.

The Brighter Futures Childcare Fund will:
• Provide scholarships for parents in the “missing middle” who make too much for government subsidized programs but too little to afford the average local cost of childcare.
o Soliciting applications from eligible families and providing selected scholarship recipients with 12-month of financial support paid directly to a licensed childcare provider.
• Increase the supply of childcare spaces through the support of start-up costs for businesses launching an employer sponsored childcare program. o Working with the local business community to educate about the benefits of employer sponsored childcare and supporting motivated businesses with start- up costs for new infant-toddler spots.
• Provide technical assistance to employers needing support in the start-up or expansion of infant-toddler spaces.
o Partnering with relevant government, non-profit, and consulting agencies to provide curated technical assistance to businesses that are beginning the process of opening new infant-toddler spaces throughout the county. • Strengthen the childcare sector through business technical training for owners/directors of programs.
o Circulating an RFP from community organizations that can conduct business training for cohorts of childcare business owners and directors. 37 United Way
of Santa Barbara County
320 East Gutierrez Street
Santa Barbara, CA 93101
tel 805-965-8591
fax 805-962-3461
www.unitedwaysb.org

Brighter Futures Childcare Initiative |4

The Brighter Futures Childcare Fund is built in line with United Way’s extensive experience as a grantmaking organization, both as a direct provider of scholarship and grant programming and as a fiscal agent for collaborative community and municipal funding distribution. Informed by this unique experience serving individuals and families in cities like Goleta, United Way looks forward to building a dynamic fund that will address historical and emerging needs within the childcare sector. The Fund is a combination of public, corporate, and philanthropic support and is set to initially launch with $500,000 that has already been secured to address the stated goals. The Fund will allow for public and private dollars to be invested generally to the Fund, or to specific areas of interest in line with the four focus areas listed above. Given the nature of the Fund’s structure and management, investments can also be made regionally, supporting providers, employers, and families in a specific municipality or region.

For decades, United Way has worked alongside the City of Goleta to advance its mission of building a more resilient community. The Brighter Futures Childcare Coalition and Fund are a unique opportunity to magnify our partnership to support residents of Goleta with a multifaceted solution to a challenge that thousands are currently facing. As members of the Coalition and investors to the Fund with $50,000 from Measure B tax funding, the City of Goleta will join a county-wide effort to address the availability of affordable, high-quality childcare. For the investment in the Fund, the City of Goleta has the opportunity to allocate its investment between each of the four focus areas, prioritizing its investment to align with its strategic objectives to advance household stability in the area.

United Way is committed to its ongoing efforts in meeting the needs of the families we serve.

With continued community support, we look forward to supporting businesses, providers, and parents with a more resilient childcare sector. Thank you for considering partnering with United Way, the Brighter Futures Childcare Coalition, and the County of Santa Barbara on building a brighter future for families and children.

38 United Way
of Santa Barbara County
320 East Gutierrez Street
Santa Barbara, CA 93101
tel 805-965-8591
fax 805-962-3461
www.unitedwaysb.org
Brighter Futures Childcare Initiative |5
Brighter Futures Childcare Coalition Roster

1. Allan Hancock College

2. Amazon

3. Audacious Foundation

4. Buellton Chamber of Commerce

5. Carpinteria Children Project

6. Children's Resource & Referral of SB County

7. City of Goleta

8. City of Santa Barbara

9. Cottage Health

10. County of Santa Barbara

11. CSU Channel Islands

12. Deckers Brands

13. Driscoll's

14. Eileen Monahan Consulting

15. First 5 Santa Barbara County

16. Future Leaders of America

17. Guadalupe Unified School District

18. JS Bower Foundation

19. Lompoc Valley Chamber of Commerce

20. MarBorg Industries

21. Maria Chesley Consulting

22. Montecito Bank & Trust

23. Office of Assemblymember Greg Hart

24. Office of State Senator Monique Limon

25. Office of Supervisor Laura Capps

26. Salvation Army

27. Santa Barbara County Education Office

28. Santa Barbara Foundation

29. Santa Barbara Human Resources Association

30. Santa Barbara Scholarship Foundation

31. Santa Barbara South Coast Chamber of Commerce

32. Santa Maria Valley Chamber

33. United Way of Santa Barbara County

34. University of California, Santa Barbara
39 ATTACHMENT 2
Women’s Economic Ventures Draft Grant Agreement
40 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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AN AGREEMENT FOR GRANT FUNDS

BETWEEN THE CITY OF GOLETA
AND
WOMEN’S ECONOMIC VENTURES
THIS AGREEMENT FO R GRANT FUNDS (“Agreement”), made and entered into this day of , , by and between the CITY OF GOLETA , a municipal corporation (herein referred to as "City"), and WOMEN’S ECONOMIC VENTURES, a California non-profit corporation (herein referred to as "Grantee").

WHEREAS, G rantee is a non -profit organization providing accessible business support for childcare providers, early childhood educators, and individuals who want to start or grow their own childcare business; and
W
HEREAS, Grantee is providing services as identified in paragraph 1A; and W
HEREAS, the City chooses to contract for the above-described services, which benefit the City, its residents, business and property owners, and employees, because it is unable to provide such services with its own resources; and W
HEREAS, it is beneficial to the City, its residents, business and property owners, and employees and the public welfare that these services be provided; and W
HEREAS, Grantee desires to provide to the City, its residents, business and property owners, and employees said services and is qualified by reason of experience, organization, preparation, staffing, and facilities to provide such services; and W
HEREAS, th e City Council, on this day of ,
, approved this Agreement and authorized the City Manager to execute the Agreement.

NOW
, THEREFORE, in consideration of the foregoing and the promises herein contained, City and Grantee agree as follows:

1. DESCRIPTION OF SE RVICES
(a) The services to be performed by Grantee are as follows:

Grantee’s “Business of Care” Program offers accessible business support for childcare providers, early childhood educators, and individuals who want to start or grow their own childcare business, as more particularly set forth in Scope of Work, attached as Exhibit “A”, and incorporated herein.

Grantee shall provide the following deliverables to the City by December 30, 2024:
(i) Financial documentation: This should include an itemized report detailing how the funds were expended. Grantee should also retain receipts of any 41 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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Page 2 of 12 ends

expenditures as back up for a minimum of two years should the City request this information.
(ii) Sample promotional program materials (if applicable). (iii) End-of-year program report: The Grantee shall complete and submit an End of Year Report for each program year during the term of this agreement, in accordance with the template attached as Exhibit B.

(b) Grantee warrants that funds granted by this Agreement shall be used solely for the purpose described on the application form submitted by Grantee. If the activity that is to be funded under this Agreement is canceled or substantially altered, Grantee agrees to notify City and to refund the grant amount in full or in part as directed by City.
(c) City determines that funding is for a project that provides a public benefit within the City of Goleta.
(d) No part of funds provided pursuant to this Agreement shall be used to construct a public project as that is defined in California Labor Code Section 1771, or any administrative or judicial authorities interpreting this section.

2. G

RANT PAYMENT
(a) Maximum and Rate. The total grant payable to Grantee by City for services under this Agreement shall be $46,200.
(b) Payment Schedule. City shall fund Grantee with grant funds no later than August 9, 2024.

3. RE STRICTIONS AND LIMITATIONS ON USE OF CITY FUNDS
(a) Grant funds provided by City under this Agreement shall not be used for political campaigning purposes or activities. Grantee may not endorse, fundraise, campaign, or otherwise support or oppose a candidate for a City of Goleta elected office.
(b) Grant funds provided by City under this Agreement shall not be used for religious activities.
42 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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4. TERM
The term of this agreement shall commence on the date and year first written above and continue until December 30, 2024.

5. CI TY PROJECT MANAGER AND SERVICES BY CITY
City’s “Project Manager”, as that person is designated by the City from time to time, is Shannon Kirn, Assistant to the City Manager.

6. PR OGRESS AND COMPLETION
Grantee shall commence work on the services to be performed upon receiving written authorization to proceed with the work provided by City's Project Manager and receipt of an executed Agreement. All services shall be completed within the term of this Agreement. If the services are incomplete in any way, the Project Manager may take appropriate action under this Agreement, at law or in equity, including requiring Grantee to repay to City any funds received for such projects.

7. P

REVAILING WAGES
To the extent any work performed by or for the Grantee pursuant to this Agreement requires that the payment and reporting of payment of prevailing wages pursuant to State law, such obligation is the responsibility of Grantee.

8. O

WNERSHIP OF DOCUMENTS
City may request any drawings, designs, data, photographs, report and other documentation directly related to the project (other than Grantee’s drafts, notes and internal memoranda), including duplication of same, prepared by Grantee in the performance of these services.

9. P

ERSONAL SERVICES/NO ASSIGNMENT/SUBCONTRACTOR
Ashley Goldstein, or other City -approved representative, is deemed to be specially experienced and is a key member of the project team of Grantee, and shall be directly involved in performing, supervising or assisting in the performance of this work.

She/he shall communicate with, and periodically report to, City’s Project Manager on the progress of the work. No work shall be assigned to a subcontractor without City’s written consent.

10. HO

LD HARMLESS AND INDEMNITY
(a) Hold Harmless for Grantee's Damages. Grantee holds City, its elected officials, officers, and employees, harmless from all Grantee’s claims, demands, lawsuits, judgments, damages, losses, injuries or liability to Grantee, to Grantee's employees, to Grantee’s volunteers, contractors or subcontractors, or to the owners of Grantee's firm, whether damages, losses, injuries or liability occur during the work 43 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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required under this Agreement, or occur while Grantee is on City property, or which are connected, directly or indirectly, with Grantee's performance of any activity or work required under this Agreement.
(b) Defense and Indemnity of Third- Party Claims/Liability. Grantee shall investigate, defend, and indemnify City, its elected officials, officers, employees, and volunteers from any claims, lawsuits, demands, judgments, and all liability including, but not limited to, monetary or property damage, lost profit, personal injury, wrongful death, general liability, automobile, infringement of copyright/patent/trademark, or professional errors and omissions arising out of, directly or indirectly, an error, negligence, or omission of Grantee or Grantee’s volunteers, contractors, subcontractors, or the willful misconduct of Grantee or Grantee’s volunteers, contractors, subcontractors, in performing the services described in, or normally associated with, this type of contracted work. The duty to defend shall include any suits or actions in law or equity concerning any activity, product or work required under this Agreement, and also include the payment of all court costs, attorney fees, expert witness costs, investigation costs, claims adjusting costs and any other costs required for and related to such litigation.
(c) No Waiver. City does not waive, nor shall be deemed to have waived, any indemnity, defense or hold harmless rights under this section because of the acceptance by City, or the deposit with City, of any insurance certificates or policies described in Section 11.

11. I

NSURANCE
Without limiting Grantee’s indemnification of Agency, and prior to commencement of Work, Grantee shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to Agency.

General liability insurance. Grantee shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence and $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.

Automobile liability insurance. Grantee shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Grantee arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit per accident.

Workers’ compensation insurance. Grantee shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with 44 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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limits of at least $1,000,000). Grantee shall submit to Agency, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of Agency, its officers, agents, employees and volunteers.

Primary/noncontributing. Coverage provided by Grantee shall be primary and any insurance or self -insurance procured or maintained by Agency shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of Agency before the Agency’s own insurance or self -insurance shall be called upon to protect it as a named insured.

Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. If the Grantee maintains higher limits than the minimums shown above, the Agency requires and shall be entitled to coverage for the higher limits maintained by the Grantee. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Agency.

All insurance policies shall be issued by a financially responsible company or companies authorized to do business in the State of California. City, its officers and employees, shall be named as additional insured. Grantee shall provide City with copies of certificates for all policies, in a format acceptable to City, with the appropriate named additional insured coverage and an endorsement that they are not subject to cancellation without 30 days prior written notice to City. Insurance certificates must be submitted by Grantee and approved by City before grant work commences.

12. RELATION OF T

HE PARTIES
The relationship of the parties to this Agreement shall be that of independent contractors and that in no event shall Grantee be considered an officer, agent, servant or employee of City. Grantee shall be solely responsible for any workers compensation insurance, withholding taxes, unemployment insurance, and any other employer obligations associated with the described work.

13. AUDIT

OF RECORDS
At any time during normal business hours and as often as it may deem necessary, Grantee shall make available to a representative of City for examination of all its records with respect to all matters covered by this Agreement and will permit City to audit, examine and/or reproduce such records. Grantee will retain such financial records, time sheets, work progress reports, invoices, bills and project records for at least two years after termination or final payment under this Agreement. 45 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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14. WAIVER; REMEDIES CUMULATIVE
Failure by a party to insist upon the strict performance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such party's right to demand strict compliance by such other party in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such party unless made in writing by such party, and no such waiver shall be implied from any omissions by a party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified. All of the remedies permitted or available to a party under this Agreement, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.

15. CONSTRUCTION OF L

ANGUAGE OF AGREEMENT
The provisions of this Agreement shall be construed as a whole according to its common meaning of purpose of providing a public benefit and not strictly for or against any party. It shall be construed consistent with the provisions hereof, in order to achieve the objectives and purposes of the parties. Wherever required by the context, the singular shall include the plural and vice versa, and the masculine gender shall include the feminine or neutral genders or vice versa.

16. MITIGATION O

F DAMAGES
In all situations arising out of this Agreement, the parties shall attempt to avoid and minimize the damages resulting from the conduct of the other party.

17. GOVERNING L AW
This Agreement, and the rights and obligations of the parties, shall be governed and interpreted in accordance with the laws of the State of California. Should litigation occur, venue shall be in the Superior Court of Santa Barbara County.

18. NONDISCRIMINATION
Grantee shall not discriminate on the basis of race, color, gender, gender identity/expression, pregnancy, and sexual orientation.

19. CAPT IONS
The captions or headings in this Agreement are for convenience only and in no other way define, limit or describe the scope or intent of any provision or section of the Agreement.
46 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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20. AUTHORIZATION
Each party has expressly authorized the execution of this Agreement on its behalf and bind said party and its respective administrators, officers, directors, shareholders, divisions, subsidiaries, agents, employees, successors, assigns, principals, partners, joint venturers, insurance carriers and any others who may claim through it to this Agreement.

21. ENTIRE A

GREEMENT BETWEEN PARTIES
Except for Grantee's proposals and submitted representations for obtaining this Agreement, this Agreement supersedes any other agreements, either oral or in writing, between the parties hereto with respect to the rendering of services, and contains all of the covenants and agreements between the parties with respect to said services. Any modifications of this Agreement will be effective only if it is in writing and signed by the party to be charged.

22. PARTIAL I

NVALIDITY
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way unless to do so would frustrate the principal purposes of the Agreement.

23. NOTICES
Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail, postage prepaid, and addressed as follows:

TO CITY: Robert Nisbet, City Manager
City of Goleta
130 Cremona Drive, Suite B
Goleta, CA 93117
TO GRANTEE: Nicki Parr, Interim CEO
21 E. Canon Perdido Ste. 301.

Santa Barbara, CA 93101
805-965-6073
[email protected]

24. COUNTERPARTS AND FACSIMILE OR PDF SIGNATURES
This Agreement may be executed in one or more counterparts, each of which when executed and delivered shall be an original, and all of which when executed shall constitute one and the same instrument. This Agreement may be delivered by facsimile 47 DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA City of Goleta
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and/or emailed pdf format, and such signatures shall constitute an original signature for any and all purposes.

In concurrence and witness whereof, this Agreement has been executed by the parties effective on the date and year first above written.

CITY OF GOLETA GRANTEE

Robert Nisbet, City Manager Nicki Parr, Interim CEO

ATTEST

Deborah Lopez, City Clerk

APPROVED TO FORM

Scott Shapses, Deputy City Attorney
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EXHIBIT A
S
cope of Work
WEV’S BUSINESS OF CARE PROGRAM
P
rogram Over view
Women’s Economic Ventures (WEV’s) “Business of Care” Program will offer accessible business support for childcare providers, early childhood educators, and individuals who want to start or grow their own childcare business. The eight-week training program is suitable for both home- based and center -based businesses and is available in both English and Spanish. The program will be made widely accessible through in- person, online, or Hyflex classes in small cohort sizes of 10 to 15 students per class.

The program offers group instruction in creating a business plan, identifying avenues for growth, business finance, and infrastructure. Participants are also introduced to WEV's comprehensive range of services for both new and existing businesses, which includes access to capital, financial education, and business classes that are either free or low -

cost. Depending on the program model, participants also receive stipends to support the growth of their business. Please see the following page for a full outline of the program.

E
ligibility/Technical Assi stance
WEV uses a business plan scoring rubric to determine eligibility for receiving a business stipend. If selected, business owners are required to submit receipts for expenses as well as complete a minimum of two hours of 1:1 business coaching with a qualified WEV business advisor.

T
raining Outline
Week Topic
Week 1 Introductions, the Value of Business Planning and Goal Setting Week 2 Social Entrepreneurship
• Business Triple Impact: People, Profit, Planet
Week 3
Marketing Fundamentals
• Target Market
• Outreach Channels
• Website
• Social Media
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Week 4
Operations
• Family Contracts
• Tech Tools to Manage your Business
• Human Resources

Week 5
Business Infrastructure
• Taxes and Insurance
• Business Entity types

Week 6
Business Finance
• Money Mindset
• Fixed vs. Variable Costs
• Subsidies/ Braided income streams

Week 7
Business Finance, part 2
• Calculating your Breakeven
• Financial Projections
Week 8 Final Presentations and Next Steps
Pilot program expected impact:

• 12 childcare business owners trained.
• Up to 96 infant / toddler childcare slots created by expanding providers capacity at small licensure (6 slots) to large (14 slots).
• $30,000 in stipends provided.

Pilot Program Cost:

Upon completing the course, participants are eligible to apply for a stipend to pay for resources or supplies to support their business.

The program cost per participant without stipend funding is $1,350 and $3,850 with stipend. To date, participant stipends have ranged from $2,500- $7,500.

• Cost of pilot program with stipend of $2,500 for 12 participants= $46,200 Pilot Program Timing:

Pending receipt of funds by August 9, 2024, the pilot training program will be completed by December 30, 2024.

For more information, please contact WEV’s Associate Director of Training Ashley Goldstein at [email protected] .
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EXHIBIT B
En
d of Program Report
A
gency Name:

C
ontract Amount: $
Activity or Program Name:

Activity Location:

A
gency Contact Name:

A
gency Contact Number:

1. P
lease describe the activity or program accomplishments.

2. C
omment on areas of significant deviation from the activity/program goals and objectives, if any.

3. C
omment on any areas of significant deviation from the budget proposal submitted with the activity/project application, if any.
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4. Approximately how many persons in Goleta were served?

5. P
lease attach an itemized budget report, detailing how the program or activity funds were expended.
52 ATTACHMENT 3
United Way of Santa Barbara County Draft Grant Agreement 53 City of Goleta
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AN AGREEMENT FOR GRANT FUNDS

BETWEEN THE CITY OF GOLETA
AND

UNITED WAY O F SANTA BARBARA COUNTY
THIS AGREEMENT FOR GRANT FUNDS (“Agreement”), made and entered into this ______ day of ____________, ______ , by and between the CITY OF GOLETA , a municipal corporation (herein referred to as "City"), and UNITED WAY OF SANTA BARBARA COUNTY , a California non- profit corporation (herein referred to as "Grantee").

WHEREAS, Grantee is a non- profit organization supporting accessible business support for childcare providers, early childhood educators, and individuals who want to start or grow their own childcare business; and
W
HEREAS, Grantee is providing services as identified in paragraph 1A; and W
HEREAS, the City chooses to contract for the above-described services, which benefit the City, its residents, business and property owners, and employees, because it is unable to provide such services with its own resources; and W
HEREAS, it is beneficial to the City, its residents, business and property owners, and employees and the public welfare that these services be provided; and W
HEREAS, Grantee desires to provide to the City, its residents, business and property owners, and employees said services and is qualified by reason of experience, organization, preparation, staffing, and facilities to provide such services; and W
HEREAS, the City Council, on this ____ day of _____________________, _______, approved this Agreement and authorized the City Manager to execute the Agreement.

NO
W, THEREFORE, in consideration of the foregoing and the promises herein contained, City and Grantee agree as follows:

1. DESCRIPTION OF SERVICES
(a) The services to be performed by Grantee are as follows:

The objective of the Brighter Futures Childcare Fund is to provide a centralized place for parents, employers, and childcare providers seeking support to access financial resources to address unmet needs. Grants funds will go towards the following focus area of the Brighter Futures Childcare Fund:
• Strengthen the childcare sector through business technical training for owners/directors of programs.

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G
rantee shall provide the following deliverables to the City by December 30, 2024:
(i) Financial documentation: This should include an itemized report detailing how the funds were expended. Grantee should also retain receipts of any expenditures as back up for a minimum of two years should the City request this information.
(ii) Sample promotional program materials (if applicable) (iii) End-of-year program report: The Grantee shall complete and submit an End of Year Report for each program year during the term of this agreement, in accordance with the template attached as Exhibit A.
(b
) Grantee warrants that funds granted by this Agreement shall be used solely for the purpose described on the application form submitted by Grantee. If the activity that is to be funded under this Agreement is canceled or substantially altered, Grantee agrees to notify City and to refund the grant amount in full or in part as directed by City.
(c) City determines that funding is for a project that provides a public benefit within the City of Goleta.
(d) No part of funds provided pursuant to this Agreement shall be used to construct a public project as that is defined in California Labor Code Section 1771, or any administrative or judicial authorities interpreting this section.

2. GRANT PAYMENT
(a) Maximum and Rate. The total grant payable to Grantee by City for services under this Agreement shall be $3,800.
(b) Payment Schedule. City shall fund Grantee with grant funds no later than August 9, 2024.

3. RESTRICTIONS AND LIMITATIONS ON USE OF CITY FUNDS
(a) Grant funds provided by City under this Agreement shall not be used for political campaigning purposes or activities. Grantee may not endorse, fundraise, campaign or otherwise support or oppose a candidate for a City of Goleta elected office. (b) Grant funds provided by City under this Agreement shall not be used for religious activities.

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4. TERM
The term of this agreement shall commence on the date and year first written above and continue until December 30, 2024.

5. CITY PROJECT MANAGER AND SERVICES BY CITY
City’s “Project Manager”, as that person is designated by the City from time to time, is Shannon Kirn, Assistant to the City Manager.

6. PROGRESS AND COMPLETION
Grantee shall commence work on the services to be performed upon receiving written authorization to proceed with the work provided by City's Project Manager and receipt of an executed Agreement. All services shall be completed within the term of this Agreement. If the services are incomplete in any way, the Project Manager may take appropriate action under this Agreement, at law or in equity, including requiring Grantee to repay to City any funds received for such projects.

7. PREVAILING WAGES
To the extent any work performed by or for the Grantee pursuant to this Agreement requires that the payment and reporting of payment of prevailing wages pursuant to State law, such obligation is the responsibility of Grantee.

8. OWNERSHIP OF DOCUMENTS
City may request any drawings, designs, data, photographs, report and other documentation directly related to the project (other than Grantee’s drafts, notes and internal memoranda), including duplication of same, prepared by Grantee in the performance of these services.

9. PERSONAL SERVICES/NO ASSIGNMENT/SUBCONTRACTOR
Rose Levy , or other City -approved representative, is deemed to be specially experienced and is a key member of the project team of Grantee, and shall be directly involved in performing, supervising or assisting in the performance of this work. She/he shall communicate with, and periodically report to, City’s Project Manager on the progress of the work. No work shall be assigned to a subcontractor without City’s written consent.

10. HOLD HARMLESS AND INDEMNITY
(a) Hold Harmless for Grantee's Damages. Grantee holds City, its elected officials, officers, and employees, harmless from all Grantee’s claims, demands, lawsuits, judgments, damages, losses, injuries or liability to Grantee, to Grantee's employees, to Grantee’s volunteers, contractors or subcontractors, or to the owners of Grantee's firm, whether damages, losses, injuries or liability occur during the work DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA 56 City of Goleta
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required under this Agreement, or occur while Grantee is on City property, or which are connected, directly or indirectly, with Grantee's performance of any activity or work required under this Agreement.
(b) Defense and Indemnity of Third Party Claims/Liability. Grantee shall investigate, defend, and indemnify City, its elected officials, officers , employees, and volunteers from any claims, lawsuits, demands, judgments, and all liability including, but not limited to, monetary or property damage, lost profit, personal injury, wrongful death, general liability, automobile, infringement of copyright/patent/trademark, or professional errors and omissions arising out of, directly or indirectly, an error, negligence, or omission of Grantee or Grantee’s volunteers, contractors, subcontractors, or the willful misconduct of Grantee or Grantee’s volunteers, contractors, subcontractors, in performing the services described in, or normally associated with, this type of contracted work. The duty to defend shall include any suits or actions in law or equity concerning any activity, product or work required under this Agreement, and also include the payment of all court costs, attorney fees, expert witness costs, investigation costs, claims adjusting costs and any other costs required for and related to such litigation.
(c) No Waiver. City does not waive, nor shall be deemed to have waived, any indemnity, defense or hold harmless rights under this section because of the acceptance by City, or the deposit with City, of any insurance certificates or policies described in Section 11.

11. INSURANCE
Without limiting Grantee’s indemnification of Agency, and prior to commencement of Work, Grantee shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to Agency.

General liability insurance. Grantee shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence and $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.

Automobile liability insurance. Grantee shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Grantee arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $ 1,000,000 combined single limit per accident.

Workers’ compensation insurance. Grantee shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with DocuSign Envelope ID: 6306798E-C800-404C-ABBB-8E86E30DF1FA 57 City of Goleta
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limits of at least $1,000,000). Grantee shall submit to Agency, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of Agency, its officers, agents, employees and volunteers.

Primary/noncontributing. Coverage provided by Grantee shall be primary and any insurance or self -insurance procured or maintained by Agency shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of Agency before the Agency’s own insurance or self -insurance shall be called upon to protect it as a named insured.

Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. If the Grantee maintains higher limits than the minimums shown above, the Agency requires and shall be entitled to coverage for the higher limits maintained by the Grantee. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Agency.

All insurance policies shall be issued by a financially responsible company or companies authorized to do business in the State of California. City, its officers and employees, shall be named as additional insured. Grantee shall provide City with copies of certificates for all policies, in a format acceptable to City, with the appropriate named additional insured coverage and an endorsement that they are not subject to cancellation without 30 days prior written notice to City. Insurance certificates must be submitted by Grantee and approved by City before grant work commences.

12. RELATION OF THE PARTIES
The relationship of the parties to this Agreement shall be that of independent contractors and that in no event shall Grantee be considered an officer, agent, servant or employee of City. Grantee shall be solely responsible for any workers compensation insurance, withholding taxes, unemployment insurance, and any other employer obligations associated with the described work.

13. AUDIT

OF RECORDS
At any time during normal business hours and as often as it may deem necessary, Grantee shall make available to a representative of City for examination of all its records with respect to all matters covered by this Agreement and will permit City to audit, examine and/or reproduce such records. Grantee will retain such financial records, time sheets, work progress reports, invoices, bills and project records for at least two years after termination or final payment under this Agreement.

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14. WAIVER; REMEDIES CUMULATIVE
Failure by a party to insist upon the strict performance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such party's right to demand strict compliance by such other party in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such party unless made in writing by such party, and no such waiver shall be implied from any omissions by a party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified. All of the remedies permitted or available to a party under this Agreement, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.

15. CONSTRUCTION OF LANGUAGE OF AGREEMENT
The provisions of this Agreement shall be construed as a whole according to its common meaning of purpose of providing a public benefit and not strictly for or against any party. It shall be construed consistent with the provisions hereof, in order to achieve the objectives and purposes of the parties. Wherever required by the context, the singular shall include the plural and vice versa, and the masculine gender shall include the feminine or neutral genders or vice versa.

16. MITIGATION OF DAMAGES
In all situations arising out of this Agreement, the parties shall attempt to avoid and minimize the damages resulting from the conduct of the other party.

17. GOVERNING LAW
This Agreement, and the rights and obligations of the parties, shall be governed and interpreted in accordance with the laws of the State of California. Should litigation occur, venue shall be in the Superior Court of Santa Barbara County.

18. NONDISCRIMINATION
Grantee shall not discriminate on the basis of race, color, gender, gender identity/expression, pregnancy, and sexual orientation.

19. CAPT IONS
The captions or headings in this Agreement are for convenience only and in no other way define, limit or describe the scope or intent of any provision or section of the Agreement.

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20. AUTHORIZATION
Each party has expressly authorized the execution of this Agreement on its behalf and bind said party and its respective administrators, officers, directors, shareholders, divisions, subsidiaries, agents, employees, successors, assigns, principals, partners, joint venturers, insurance carriers and any others who may claim through it to this Agreement.

21. ENTIRE AGREEMENT BETWEEN PARTIES
Except for Grantee's proposals and submitted representations for obtaining this Agreement, this Agreement supersedes any other agreements, either oral or in writing, between the parties hereto with respect to the rendering of services, and contains all of the covenants and agreements between the parties with respect to said services. Any modifications of this Agreement will be effective only if it is in writing and signed by the party to be charged.

22. PARTIAL INVALIDITY
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way unless to do so would frustrate the principal purposes of the Agreement.

23. NOTICES
Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail, postage prepaid, and addressed as follows:

TO CITY: Robert Nisbet, City Manager
City of Goleta
130 Cremona Drive, Suite B
Goleta, CA 93117
TO GRANTEE: Steve Ortiz, President & CEO
320 E Gutierrez St. Santa Barbara, CA 93101
805-965-8591
[email protected]

24. COUNTERPARTS AND FACSIMILE O R PDF SIGNATURES
This Agreement may be executed in one or more counterparts, each of which when executed and delivered shall be an original, and all of which when executed shall constitute one and the same instrument. This Agreement may be delivered by facsimile and/or emailed pdf format, and such signatures shall constitute an original signature for any and all purposes.

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In concurrence and witness whereof , this Agreement has been executed by the parties effective on the date and year first above written.

CITY OF GOLETA GRANTEE
___
_______________________ __________________________
Robert Nisbet, City Manager Steve Ortiz, President & CEO A
TTEST
___
________________________
Deborah Lopez, City Clerk
A

PPROVED TO FORM
___
________________________
Scott Shapses, Deputy City Attorney
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EXHIBIT A

End of Program Report

Agency Name:

Contract Amount: $

Activity or Program Name:

Activity Location:

Agency Contact Name:

Agency Contact Number:

1. Please describe the activity or program accomplishments.

2. Comment on areas of significant deviation from the activity/program goals and objectives, if any.

3. Comment on any areas of significant deviation from the budget proposal submitted with the activity/project application, if any.

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4. A
pproximately how many persons in Goleta were served?

5. P
lease attach an itemized budget report, detailing how the program or activity funds were expended.

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