Mayor and City Council
September 3, 2025

CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: September 3, 2025
To: Honorable Mayor and City Council Members
From: Eric Levitt, City Manager;
Darren Goodman, Chief of Police
Department: Police
Subject: Acceptance of Yuhaaviatam of San Manuel Nation Grant Award
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino, California (“City”) adopt Resolution No. 2025-365 authorizing:

1. The acceptance of the Yuhaaviatam of San Manuel Nation Grant Award; and

2. The amendment of the Fiscal Year 2025/2026 adopted Budget in both revenue and expenditures by $200,000.

Executive Summary
The San Bernardino Police Department (“PD”) is participating in a region-wide effort to establish a fusion center that will be located at the PD and serve both San Bernardino and Riverside Counties. The purpose of the fusion center will be to facilitate information sharing between Federal, state, local, tribal, and other public safety or private partners to detect, prevent, and respond to terrorism, crime, and other hazards or catastrophes that threaten the security of the Inland Empire Region. The Yuhaaviatam of San Manuel Nation (“Tribe”) has awarded the PD at $200,000 grant (“Grant”) to support the establishment of the fusion center.

Background
After the terrorist attacks on September 11, 2001, the 911 Commission was established to assess the circumstances or failures surrounding the attacks and to identify ways to guard against future terrorist attacks. Among the problems identified was a lack of information sharing between Federal, state, and local law enforcement agencies at multiple levels with an incomplete understanding of the threat landscape; and resulted in a failure to detect and disrupt the terrorist attacks in the planning stages.

The 911 Commission recommended increased information sharing between intelligence and law enforcement agencies at all levels through the fusion center concept. This recommendation was implemented through the establishment of

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regional fusion centers to serve as focal points for information sharing between Federal, state, local, and tribal public safety partners.

Since that time, a network of 80 unique fusion centers have been established across the nation, each controlled and operated at the state or local level with the ability to tailor their operations to meet the needs of the areas they serve. In recent years, the mission of many fusion centers has expanded from a narrow focus on information sharing regarding terrorism to include other criminal activity and hazards that threaten public safety and homeland security. The expanded “All threats, All Hazards” model for fusion center operations has resulted in participation from organizations beyond law enforcement including fire, emergency management, public health, education, and private sector partners. The public is also encouraged to participate through suspicious activity reporting, most commonly recognized as the “See Something, Say Something” campaign.

In 2006, the Joint Regional Information Center (“JRIC”) was established as the fusion center responsible for the seven Southern California Counties of San Luis Obispo, Santa Barbara, Ventura, Los Angeles, Orange, San Bernardino, and Riverside. Orange County broke away from that group to establish its own fusion center in 2007 to better serve the public safety needs of Orange County. Since that time, JRIC has continued to operate on behalf of the remaining six counties; and its area of responsibility is one of the fastest-growing and most populous regions of the country.

The terrorist attack at the Inland Regional Center on December 2, 2015, generated an interest among law enforcement leaders in the Inland Empire to establish a fusion center to serve the Inland Empire. The idea gained momentum in 2022 when the Riverside Urban Area Security Initiative (“Riverside UASI”) allocated Homeland Security grant funding for a project to establish a regional fusion center to serve San Bernardino and Riverside Counties. The fusion center project has been making progress since that time and has evolved into what is now known as the Safety and Tribal Regional Analysis Center (“STRAC”), which will eventually become the 81st recognized fusion center in the nation.

Discussion
The PD participates in the Riverside UASI program. The has a vested interest in working to prevent any future terrorist attacks that may jeopardize the safety of the City, its residents, and the business community. The more recent domestic terrorism attack in Palm Springs has only confirmed there is an ongoing need to continue the effort to prevent terrorism of all kinds. The PD recognizes this need and has taken an active role in the development of the STRAC fusion center. That active role has enabled the PD to bring the STRAC to the PD and co-locate it at the PD.

Fusion centers across the country serve as information-sharing points and have been involved in the identification of multiple terrorist and major criminal incidents in the planning stages, allowing law enforcement to respond before they occur. Whether the disruption of terrorist and criminal activities is reported in the media or goes unnoticed,

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many cases share a common factor of beginning with information that was obtained or developed through a fusion center. Not only do fusion centers play a role in the origination of terrorism and criminal cases; but they also support ongoing investigations at the Federal, state, local, and tribal levels. Fusion centers are recognized as valuable tools to support multiple public safety missions, but the number of fusion centers is low in relation to the need, so they are coveted resources as public safety agencies plan for the future. STRAC will be a much-needed resource for the region and its location in San Bernardino will allow the PD to make the maximum use of the resources it can provide.

STRAC will serve as the primary intelligence and information exchange center for the two-county Inland Empire Region. It will evaluate information to recognize signs of safety threats and track information or incidents that, when viewed together as a whole, may demonstrate an emerging threat to the Inland Empire. When appropriate, STRAC will route information about criminal or terrorism activity to the appropriate public safety agency. It will also support local fire and emergency management operations during disaster responses by facilitating the gathering of vital public safety intelligence, enabling public safety leaders to make more informed decisions and craft better response plans. Beyond these operations, STRAC will also develop information on public safety trends to educate first responders about the tactics, techniques, and procedures used by criminals and terrorist actors; giving them the knowledge they need to better identify, disrupt, or respond to terrorism and criminal acts.

The bulk of STRAC’s operating expenses will be paid through Riverside UASI grant funds. UASI funds will be applied to hiring personnel to staff the STRAC, purchase equipment, cover overhead costs such as utilities and office supplies, and provide training to STRAC personnel. Riverside County is supplementing the costs to operate STRAC with the contribution of Homeland Security grant funds allocated to Riverside County that will also be used to hire personnel and cover operating and equipment costs. The Tribe has an active interest in STRAC and has supported the development of STRAC throughout its progress. Through this Grant, the Tribe is providing additional financial support to cover costs related to minor building modifications to accommodate STRAC, the purchase of additional equipment and furniture, and the lease of copy machines. The PD will be responsible to complete the Grant project in compliance with Grant terms within a 12-month period.
2021-2025 Strategic Targets and Goals
The request to authorize the receipt and expenditure of grant funds aligns with:
Key Target No. 1c. Improved Operational and Financial Capacity - implement, maintain, and update a fiscal accountability plan.
Key Target No. 3c. Improved Quality of Life –Constantly evaluate public safety service delivery models to enhance the quality of service.

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Fiscal Impact
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California (“City”) adopt Resolution No. 2025-365 authorizing:

1. The acceptance of the Yuhaaviatam of San Manuel Nation Grant Award; and

2. The amendment of the Fiscal Year 2025/2026 adopted Budget in both revenue and expenditures by $200,000.

Attachments

1. Attachment 1 Resolution 2025-365 - STRAC Grant Award

2. Attachment 2 Grant Agreement
Ward:

All Wards
Synopsis of Previous Council Actions:
December 4, 2024: The Mayor and City Council approved the memorandum of agreement (“MOU”) (3rd amendment) with the San Manuel Band of Mission Indians for the funding of officers to provide police services to the service areas identified in the agreement, and to provide additional services as identified.
January 1, 2021: The Mayor and City Council approved the MOU (2nd amendment) with the San Manuel Band of Mission Indians for the funding of four police officers to provide police services to the service areas identified in the agreement, and to provide additional services as identified. August 7, 2019: The Mayor and City Council approved the 1st amendment to the San Manuel Community Credit Fund Restricted Grant Agreement. October 1, 2017: The Mayor and City Council approved an agreement between the San Manuel Band of Mission Indians for funding for police services under the San Manuel Community Credit Fund Restricted Grant Agreement.

FINANCIAL
DATA
Current Fiscal Year: Next Fiscal Year: Total Cost: Ongoing Cost:

COST $ 200,000 $ 0.00 $ 200,000 $ 0.00

GENERAL
FUND
SHARE
$ 0.00 $ 0.00 $ 0.00 $ 0.00
SOURCE OF FUNDS:

Tribe Grant in the amount of $200,000.

Budget Adjustment:

Yes
For Fiscal Year: 25/26

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Resolution No. 2025-365
Resolution No. 2025-365
September 3, 2025

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RESOLUTION NO. 2025-365

RESOLUTION OF THE MAYOR AND CITY COUNCIL OF

THE CITY OF SAN BERNARDINO, CALIFORNIA

AUTHORIZING THE ACCEPTANCE OF THE

YUHAAVIATAM OF SAN MANUEL NATION GRANT

AWARD AND THE AMENDMENT OF THE FISCAL YEAR
2025/2026 ADOPTED BUDGET IN BOTH REVENUE AND
EXPENDITURES BY $200,000

RECITALS
WHEREAS, the City of San Bernardino (“City”) is a participating jurisdiction in the Riverside Urban Area Security Initiative program, which is establishing the Safety and Tribal Regional Analysis Center (“STRAC”); and
WHEREAS, STRAC will serve as a regional fusion center for the San Bernardino and Riverside Counties to improve local capacity to prepare for, protect against, and respond to catastrophic incidents, terrorism, and criminal acts; and WHEREAS, STRAC will be located at the San Bernardino Police Department (“PD”); and
WHEREAS, the Yuhaaviatam of San Manuel Nation awarded the City a grant fund in the amount of two hundred thousand dollars ($200,000) on July 22, 2025 (“Grant”), for the establishment the STRAC at the PD.

BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:

SECTION 1. Incorporation of Recitals. The above recitals are true and correct, and are incorporated herein by this reference.

SECTION 2. Authorization. The Mayor and City hereby authorizes the following:
a. The City Manager or his designee to accept the Grant in the amount of two hundred thousand dollars ($200,000) and execute any documents as may be necessary to accept the Grant funds.
b. The Director of Finance and Management Services to amend the Fiscal Year 2025/2026 adopted Budget appropriating two hundred thousand dollars ($200,000) in revenue and expenditures.

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Resolution No. 2025-365
Resolution No. 2025-365
September 3, 2025

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SECTION 3. California Environmental Quality Act (“CEQA”). The City Council finds that this Resolution is not subject to CEQA pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines (Chapter 3 to Title 14 of the California Code of Regulations) because it has no potential for resulting in physical change to the environment, directly or indirectly.

SECTION 4. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications; and to this end the provisions of this Resolution are declared to be severable.

SECTION 5. Effective Date. This Resolution shall become effective immediately.

APPROVED and ADOPTED by the City Council, signed by the Mayor, and attested by the City Clerk this 3RD day of September 2025.

Helen Tran, Mayor
City of San Bernardino
Attest:

Telicia Lopez, Acting City Clerk
Approved as to form:

Sonia Carvalho, City Attorney

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Resolution No. 2025-365
Resolution No. 2025-365
September 3, 2025

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CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss

CITY OF SAN BERNARDINO )
I, Telicia Lopez, Acting City Clerk, hereby certify that the attached is a true copy of Resolution No. 2025-365, adopted at a regular meeting held on the 3 rd day of September 2025 by the following vote:

Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
KNAUS _____ _____ _______ _______
FLORES _____ _____ _______ _______
ORTIZ _____ _____ _______ _______ WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2025.

Telicia Lopez, Acting City Clerk

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RESTRICTED GRANT AGREEMENT
Yuhaaviatam of San Manuel Nation
and
City of San Bernardino Police Department
This Restricted Grant Agreement (this “Agreement”) is made and entered into as of September 01, 2025 (the “Effective Date”) by and between the Yuhaaviatam of San Manuel Nation, a federally recognized Indian Tribe located at 26569 Community Center Drive, Highland, California 92346 (“Tribe”), and City of San Bernardino Police Department, a municipal government located at 710 North D Street, San Bernardino, CA 92401(“Grantee”).

Tribe, on the one hand, and Grantee, on the other hand, are each referred to herein individually as a “Party” and together as the “Parties.”
I. GRANTEE’S STATUS. This grant is specifically conditioned upon Grantee’s status as an eligible grantee of Tribe in accordance with this Section. Grantee represents and warrants that it is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (hereinafter the “Code”), and that it is not a private foundation as defined in Section 509(a) of the Code. Grantee has provided Tribe with a copy of Internal Revenue Service determination letter(s) evidencing its status as an eligible grantee and Grantee represents and warrants that such determination letter(s) are currently in full force and effect. Grantee will notify Tribe immediately of any actual or proposed change in its tax status during the Grant Period (as defined below).

II. AMOUNT AND PAYMENT OF GRANT. Subject to the terms and conditions of this Agreement, Tribe hereby agrees to make a grant to Grantee equal to Two Hundred Thousand Dollars ($200,000.00) (such amount and all income and gain earned thereon hereinafter collectively referred to as the “Grant”), which shall be paid in accordance with the following schedule, in each case, subject to Tribe’s prior receipt and written approval of all of Grantee’s reports required hereunder:

Payment Date Amount
By September 01, 2025 $200,000
III. PURPOSE OF GRANT. The Parties acknowledge and agree that the purpose of the Grant is to provide funding in support of Safety & Tribal Regional Analysis Center (STRAC) (hereinafter the “Grant Project”), which shall be applied to the Grant Project from the Effective Date until August 31, 2026 (the “Grant Period”). Grantee is strongly encouraged to provide supplemental financial and other institutional support to extend the scope and success of each of the initiatives of the Grant Project.

The Grant is made only for the specific charitable and educational purposes described in this Agreement. The Grant may not be used for any other purpose without prior written approval from Tribe.

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IV. OBJECTIVES & EXPECTED OUTCOMES OF GRANT PROJECT
a. Objectives. Grantee shall use the Grant to undertake the activities described in Attachment A: Goals, Objectives, Outcomes and Evaluations (“Attachment A”), attached hereto and incorporated herein by reference, within the timeframe outlined in Attachment A and in accordance with Attachment B: Yuhaaviatam of San Manuel Nation Grant Program/Project Budget (“Attachment B”), attached hereto and incorporated herein by reference, unless otherwise agreed by Tribe in writing.
b. Outcomes. Grantee shall measure and report the outcomes to Tribe as provided in Attachment A.

V. RECOGNITION. In recognition of the Grant, Grantee will express its appreciation and provide recognition publicly to Tribe as set forth in Attachment C: Recognition (“Attachment C”), attached hereto and incorporated herein by reference. In addition, Grantee shall (i) ensure that Tribe is clearly identified as a funder or supporter of Grantee in all published material relating to the subject matter of the Grant and (ii) list Tribe as a funder or supporter in its annual report, if any. Notwithstanding anything to the contrary in this Agreement or Attachment C, all proposed Grantee external communications regarding Tribe shall be submitted first to Tribe for its review and written approval.

VI. ADDITIONAL TERMS AND CONDITIONS OF GRANT. Grantee and Tribe hereby agree that the Grant is subject to the following additional terms and conditions:
a. Expenditure of Grant.

1.Use and Management of Grant. Grantee will spend the Grant only for the purposes of funding the Grant Project as described above and will not use the Grant in any manner inconsistent with Section 501(c)(3) of the Code. The investment, administration, distribution and stewardship of any current-use fund established by the Grant will be accomplished in accordance with applicable law and Grantee policies, which policies Grantee may amend from time to time.

2.Expenditures. Any material changes to Attachment B require Tribe’s prior written approval. Grantee must also report to Tribe any change, including, but not limited to, changes in expenses, funding, personnel, materials, service area or population, or timelines (as applicable), which impact at least two-and-one-half percent (2.5%) of the reported budget and use of funds for the Grant Project detailed in Attachment B.

3.Payment of Funds to Related Parties of Tribe. No part of the Grant may be paid directly to any director, officer, employee or citizen (or their family members) of Tribe for any purpose.
b. Return of Grant. Grantee shall return to Tribe all or any portion of the Grant not previously spent or irrevocably committed in compliance with and in reliance on this Agreement, and Tribe shall have the right to suspend or withhold unpaid installments of the Grant if:

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1. Tribe, in its reasonable discretion, determines that Grantee has not performed in accordance with this Agreement;

2. Any portion of the Grant is not used for the Grant Project; or

3. Necessary to comply with any applicable requirements of law.

In addition, Grantee shall return any unused portion of the Grant promptly to Tribe upon the completion of the Grant Period, unless Tribe agrees in writing to extend the Grant Period or repurpose the funds.
c. Records, Audits, Site Visits. The Grant provided by Tribe will be accounted for separately in Grantee’s books and records. A systematic accounting record shall be kept by Grantee of the receipt and use of the Grant. Grantee will retain original substantiating documents related to Grant expenditures and will make these records available for Tribe’s review upon its reasonable request. Grantee will be responsible for maintaining adequate financial records pertaining to the Grant throughout the Grant Period and for at least five (5) years following the completion of the Grant Period. Tribe or a designated representative of Tribe shall have the right to conduct a site visit and/or audit Grantee’s books and records relating to the expenditure of the Grant upon Grantee’s receipt of reasonable written notice from Tribe. d. Reports.

1. Grantee will complete all reporting required by this Section VI.d. and Attachment A. In the event of any inconsistency between this Section VI.d. and Attachment A, the more comprehensive reporting requirement will apply. All reports and the assessment of progress toward Goals, Objectives, and Outcomes are subject to the approval and acceptance of Tribe in its sole and absolute discretion and approval and acceptance of all such reports due on or prior to any payment of a portion of the Grant.

2. Grantee will submit written semi-annual summative reports to Tribe by March 15 and September 15 of each year during the Grant Period and will submit a final report to Tribe within sixty (60) days after the completion of the Grant Period (or the earlier termination of this Agreement, if applicable). Such written reports must be signed by an authorized officer of Grantee and shall conform to the report templates provided by Tribe’s Community Outreach Department. In particular, the reports shall describe in detail Grantee’s use of the Grant, compliance with the terms of the Grant and the progress made by Grantee toward achieving the purposes for which the Grant was made.
e. Subgrantee Compliance. Grantee hereby confirms that it has the ability to cause and will cause any subgrantee of the Grant to comply with this Agreement (e.g., if and to the extent a subgrantee is contemplated in Attachment A).
f. Licensing and Credentials. Grantee will maintain or cause to be maintained, in full force and effect, all required governmental or professional licenses and credentials for itself, its facilities, its employees and all other entities and individuals engaged in work in conjunction with the Grant.

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g. Management and Organizational Changes. Grantee will provide immediate written notice to Tribe if significant changes or events occur during the Grant Period which could potentially impact the progress or outcome of the Grant, including, without limitation, changes in Grantee’s management personnel or losses of funding from any other sources. h. Termination. Either Party hereto may terminate this Agreement upon not less than thirty (30) days’ prior written notice to the other for failure on the part of such Party to perform a material obligation hereunder, or for a breach of any of such Party’s representations or warranties made in this Agreement. Tribe may terminate this Agreement upon not less than thirty (30) days’ prior written notice to Grantee for (i) Grantee’s change in its tax-exempt status or fundamental mission, or (ii) Grantee’s implication in an event, or series of events, of such notoriety or opprobrium that the continuation of this Agreement has or will have a negative impact upon Tribe, its image or reputation, or (iii) Grantee’s inability to fulfill the requirements set forth in this Agreement. In the event of any termination of this Agreement, Grantee shall return all Grant funds received excluding all expenditures and contractual encumbrances made consistent with this Agreement and incurred by Grantee in reliance on this Agreement.

If Tribe terminates this Agreement, Grantee will remove all signage and other identification from the facilities and all other places, things (including current-use and endowed funds) and sites wherever there are references to Tribe (collectively, “All Identification”), at Grantee’s sole cost and expense, unless otherwise agreed in writing by Tribe in its sole discretion. The removal of All Identification will be completed as soon as reasonably practical, but in no event later than thirty (30) days after the notice of termination, unless otherwise agreed in writing by Tribe in its sole discretion.

The foregoing rights and remedies are cumulative of, and in addition to, any rights, remedies or recourses to which the terminating Party may be entitled at law or in equity. i. Knowing Assumption of Obligations. Grantee acknowledges that it understands its obligations imposed by this Agreement, including, but not limited to, those obligations imposed by reference to the Code. Grantee hereby agrees that if Grantee has any doubts about its obligations under this Agreement, including those incorporated by reference to the Code, Grantee will promptly contact Tribe.
j. Terrorist Activity. Grantee represents and warrants that it does not support or conduct, directly or indirectly, violence or terrorist activity of any kind. k. Confidentiality. The terms of the Grant and this Agreement are confidential.

Grantee must seek Tribe’s prior written approval before sharing any terms of the Grant or this Agreement with third parties who do not have a need to know in order to further the purpose of the Grant Project.
l. Tribe’s Publicity of Grant Project. Grantee hereby grants to Tribe an irrevocable, non-exclusive license to use Grantee’s name and marks in publicity materials in all forms of media pertaining to Grantee’s organization, the Grant Project and any results or outcomes of the Grant, for internal presentations and external dissemination to the public.

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m. Ownership and Use of Marks.

1. License. Grantee acknowledges and agrees that Tribe is the owner of all right, title and interest in and to Tribe’s name and logo (collectively, the “Marks”) and that Grantee’s use of the Marks pursuant to this Agreement inures to the benefit of Tribe. Tribe hereby grants Grantee a non-exclusive and non-transferable license, without the right to sublicense, to use the Marks solely in connection with providing recognition of the Grant pursuant to this Agreement.

Grantee will have no rights in or to the Marks, except as expressly granted herein. Tribe expressly reserves to itself all rights in and to the Marks not expressly granted to Grantee pursuant to this Agreement. The manner and use of the Marks shall comply with all federal and state laws pertaining to trade names, trademarks and service marks in force at any time and shall clearly indicate Tribe’s ownership of the Marks as requested and approved by Tribe.

2. Approval Rights. Notwithstanding anything to the contrary in this Agreement, all uses of the Marks by Grantee are subject to the prior written approval of Tribe. Grantee will submit to Tribe for approval, at least ten (10) business days prior to its intended first use, all materials which contain the Marks (whether in print media, direct mail, television, radio, internet, email, billboard or in any other form, media or channel). Tribe will have the right to review and approve any copy containing reference to Tribe or including the Marks prior to its use by Grantee. Tribe will use its reasonable efforts to promptly review materials sent by Grantee for approval and will not unreasonably withhold or delay its approval. In no event shall Grantee make any unapproved changes to the Marks.
n. Selection of Subgrantees. With regard to the selection of any subgrantees to carry out the purposes of the Grant, Grantee retains full discretion and control over the selection process, acting completely independently of Tribe. There is no agreement, written or oral, by which Tribe may cause Grantee to choose any particular subgrantee. o. No Agency. Grantee is solely responsible for all activities supported by the Grant, the content of any product created with the Grant, and the manner in which any such product may be disseminated. The relationship between Tribe and Grantee is that of grantor and grantee, and this Agreement shall not be deemed to create any other type of relationship, including, but not limited to, a partnership, joint venture, employment, independent contractor or principal and agent relationship.
p. Remedies. If Tribe determines, in its reasonable discretion, that Grantee has materially violated or failed to carry out any provision hereof, Tribe may avail itself of any remedies available at law in addition to those contained in this Agreement. q. Waiver of Claims and Indemnification. Grantee hereby waives any and all claims and recourse against Tribe, including the right of contribution for loss or damages to persons or property arising from, growing out of, or in any way connected with or incidental to fulfillment of the terms and conditions specified in this Agreement. Additionally, Grantee will indemnify, defend, protect and hold Tribe and its directors, officers, managers, members, employees, agents and representatives, harmless from any cost, expense, claim, demand, liability and/or damage,

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including reasonable attorney’s fees and costs (“Claims”), arising out of or in connection with, in whole or in part, (i) any false or misleading representation made by Grantee, its agents, directors, trustees, officers, employees or delegated representatives in connection with this Agreement, (ii) its breach of any term of this Agreement, (iii) the performance of Tribe’s obligations pursuant to this Agreement, or (iv) any claims or actions brought by third parties, including, but not limited to, parties set forth below, in connection with this Agreement. Grantee further waives any and all Claims to the extent resulting from, relating to or arising out of (i) the facilities where programs are delivered and/or the operational activities of Grantee therein, including, without limitation, any disputes by, between or among participants, users, guests or any other attendees and Grantee (or Grantee’s respective agents, subcontractors (if any), directors, trustees, officers and employees) or its products and services, any personal injuries sustained by any person at or in connection with the facilities where programs are delivered, and/or any agreements with third parties entered into by Grantee or its agents in connection with the operation of the same facilities, or (ii) the negligent acts or omissions or willful misconduct of Grantee or its agents, subcontractors (if any), directors, trustees, officers or employees in connection with the subject matter of this Agreement, except to the extent those Claims are directly caused by the negligence or willful misconduct of Tribe or its agents, directors, officers or employees.
r. Survival. Notwithstanding anything to the contrary in this Agreement, the obligations in Section VI.c., Section VI.d.2. with respect to the final report, Section VI.h., Section VI.k., Section VI.l., and Sections VI.p. through Section VI.bb. shall survive any termination of this Agreement.
s. Notices. All notices, requests, demands or other communication permitted or required to be given under this Agreement shall be in writing and shall be deemed given or made when sent by United States certified or registered mail, return receipt requested and postage prepaid, or by a nationally recognized overnight courier, delivery fee prepaid, and in either case to the persons and at the addresses specified below:

If to Tribe:

Yuhaaviatam of San Manuel Nation
Strategic Philanthropy Department
674 E. Brier Dr.

San Bernardino, CA
If to Grantee:

Eric Levitt
City Manager
City of San Bernardino Police Department
710 North D Street, San Bernardino, CA 92401
The persons and addresses set forth above, from time to time, may be changed by written notice sent as aforesaid to the other Party.

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t. Captions. All captions and headings in this Agreement are for the purposes of reference and convenience only. They shall not limit or expand the provisions of this Agreement.
u. Entire Agreement; Amendments and Modifications. This Agreement constitutes the entire agreement of the Parties with respect to the subject matter hereof and supersedes any and all prior and contemporaneous oral, written and other agreements between the Parties. This Agreement may not be amended or modified, except in a writing signed by both Parties. v. Governing Law/Jurisdiction. This Agreement shall be governed by applicable tribal, federal and State of California law, in that order, without giving effect to any choice or conflict of law provision or rule that would cause the application of the laws of any other jurisdiction. Nothing in this Agreement shall be construed as a waiver of Tribe’s immunity to unconsented suit.
w. Non-Assignment. The Parties agree that none of the provisions of this Agreement shall be assigned or delegated to any other individual or entity without the prior written consent of the other Party, which consent will be in the Party’s sole and absolute discretion. x. Successors and Assigns. The Parties agree that this Agreement shall be binding upon them and each of their respective successors and permitted assigns. y. Waiver. No waiver hereunder will be valid unless set forth in a writing signed by the Party to be bound thereby. Neither the failure nor any delay on the part of either Party to exercise any right or remedy under this Agreement shall operate as a waiver thereof. z. Force Majeure. Each of the Parties shall be excused from performing its obligations under this Agreement if its performance is delayed or prevented by any event beyond such Party’s reasonable control, including, but not limited to, acts of God, earthquake, fire, explosion, weather, disease, war, insurrection, civil strife, riots, government actions or power failure, provided that such performance shall be excused only to the extent of and during such disability.
aa. Severability. In the event any portion of this Agreement or any amendments, addenda or attachments hereto shall be held illegal, void or ineffective, the remaining portions hereof shall remain in full force and effect. If any of the terms or conditions of this Agreement is in conflict with any applicable statute or rule of law, then such term or condition shall be deemed inoperative to the extent that it may conflict therewith and shall be deemed to be modified to conform to such statute or rule of law.
bb. Counterparts. This Agreement may be executed in two or more counterparts, each of which is deemed an original, but all of which taken together shall constitute one and the same instrument.
[Signature Page Follows]

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The Parties have executed this Agreement as of the date first written above.

YUHAAVIATAM OF SAN MANUEL CITY OF SAN BERNARDINO POLICE

DEPARTMENT
NATION
By: By:

Name:__________________ Eric Levitt
Title:___________________ City Manager

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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: September 3, 2025
To: Honorable Mayor and City Council Members
From: Eric Levitt, City Manager;
Vanessa Carder, Interim Director of Parks, Recreation, and Community Services
Department: Parks & Recreation & Community Services
Subject: Adopt Resolution Accepting the Corporation for National and Community Service’s AmeriCorps Senior Companion
Program (SCP) Grant in the amount of $ 322,662 for FY
2025-2026 – 2nd Year of a 3-Year Grant Award (All Wards) Recommendation:

It is recommended that the Mayor and City Council of the City of San Bernardino, California adopt Resolution No. 2025-364:

1. Ratifying the submission of the application for year two of a three-year grant through the Corporation for National and Community Service’s Senior Companion Program; and

2. Authorizing the City Manager to accept the grant award in the amount of $332,662; and

3. Authorizing the City Manager or their designee to conduct all negotiations, signing and submittals of necessary documents to receive grant awards; and

4. Authorizing the Director of Finance and Management Services to appropriate the grant funds in the amount of $332,662 for the period of July 1, 2025, through June 30, 2026 in revenue and expenses.

Executive Summary
Due to a technical issue, the resolution for the Senior Companion Program (SCP) grant award from the August 20th Council meeting could not be processed because language from another agenda item was inadvertently merged into the resolution. As a result, staff is submitting a corrected version of the resolution for readoption to ensure it is properly recorded and approved. The Senior Services Division received notification

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of the second year of a three-year (2024-2027) continuation grant award for the Senior Companion Program (SCP) in the amount of $332,662. This grant will enable the City to carry out a national service program by the Domestic and Volunteer Service Act of 1973 by continuing to provide essential services that enable Volunteer Companions ages 55 years and older to provide senior-age residents (clients) with independent living assistance.

Background
The City has participated in the federally funded Senior Companion Program (SCP) since 1975. The Mayor and City Council most recently ratified and approved on August 7, 2024, the first year of a three-year (FY2024-2027) budget for the Senior Companion Program. Senior Companion Volunteers have assisted the City’s senior- age adult residents with physical, emotional, and/or mental health limitations or needs.

They are provided a small stipend for mileage and meals for their services. Most of the residents are elderly and without family.

Discussion
On August 20, 2025, the Mayor and City Council unanimously adopted Resolution 2025-359 accepting the SCP Grant; however, due to a technical issue, the language of another agenda item was merged into the resolution’s language. As a result, a new resolution needs to be adopted in order for the grant award to be accepted and for the grant funds to be properly appropriated.

On June 10, 2025, staff received the Notice of Grant Award e-mail from the Corporation for National and Community Service (CNCS) for an amount of $332,662.

This will be the second year of a 3-Year grant cycle (07/01/2024 – 06/30/2027) administered by the Corporation for National and Community Service (AmeriCorps Seniors).

Throughout 2024–2025, an average of 28 Senior Companion Volunteers provided 48 clients with 28,856 hours of service at a value of $708,707. Volunteer Companions assist clients with chronic care disabilities, emotional impairment and visual impairment, and they provide respite care for their families. They perform valuable tasks such as grocery shopping, transportation to doctor’s appointments, assistance with mail correspondence, socialization, and other life skills that allow senior-age and disabled clients to remain in an independent living status. This funding would work to continue the administration and operation of the Senior Companion Program.

The City of San Bernardino’s grant match, as the grantee, in the amount of $120,102 is from the General Fund; there are no other funding sources for the match portion. The City’s match shares the costs of local travel by staff and volunteers; training conference attendance; program supplies; volunteer mileage, recognition, and food stipends; and staff salaries/benefits and bears the full cost of internal service charges (IT, office space, printing, postage, and phone), criminal background checks, and the coordinators’ time and effort to renew the grant (noted as Excess Amount in the

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grant budget).
2021-2025 Strategic Targets and Goals
This request aligns with Key Target 3c. Improved Quality of Life - Constantly Evaluate Public Safety Service Delivery Models to Enhance the Quality of Service by aiding seniors in the community.

Fiscal Impact
The FY2025-2026 budget includes the City’s grant match obligation in the amount of $120,102 to fulfill City-funded program costs, for a total of $452,764.

Appropriated grant funds and the City’s match share most costs of staff and volunteers in varying proportions beneficial to the SCP.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California readopt Resolution No. 2025-364:

1. Ratifying the submission of the application for year two of a three-year grant through the Corporation for National and Community Service’s Senior Companion Program; and

2. Authorizing the City Manager to accept the grant award in the amount of $332,662; and

3. Authorizing the City Manager or their designee to conduct all negotiations, signing and submittals of necessary documents to receive grant awards; and

4. Authorizing the Director of Finance and Management Services to appropriate the grant funds in the amount of $332,662 for the period of July 1, 2025, through June 30, 2026 in revenue and expenses.

Attachments
Attachment 1 Resolution No. 2025-364 SCP Grant 2nd Year Attachment 2 2025-2026 SCP Grant Application
Attachment 3 2025-2026 SCP Notice of Grant Award Year 2 of 3 Attachment 4 2025-2026 SCP Grant Budget & Budget Narrative, Year 2 of 3 Attachment 5 2025-2026 SCP Budget Details
Ward:

All Wards
Synopsis of Previous Council Actions:

August 7, 2024 The Mayor and City Council adopted Resolution No. 2024- 173 accepting the Senior Companion Program grant award in the amount of $332,662 and appropriating the grant funds for the period of July 1, 2024, through June 30, 2025.

October 18, 2023 The Mayor and City Council adopted Resolution No. 2023- 151 accepting the Senior Companion Program grant award in

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the amount of $332,662 and appropriating the grant funds for the period of July 1, 2023, through June 30, 2024.

August 17, 2022 The Mayor and City Council approved Resolution No. 2022- 180 ratifying the grant application submittal, accepting the grant award of $332,662 and related match requirements, appropriate grant revenue expenditures and grant match
expenditures for the Senior Companion Program for the
period of July 1, 2022 through June 30, 2023.

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Resolution No. 2025-364
Resolution 2025-364
September 3, 2025

7 6
3 3
RESOLUTION NO. 2025-364

RESOLUTION OF THE MAYOR AND CITY COUNCIL OF

THE CITY OF SAN BERNARDINO, CALIFORNIA

RATIFYING THE SUBMISSION OF THE APPLICATION

FOR YEAR TWO OF A THREE-YEAR GRANT THROUGH

THE CORPORATION FOR NATIONAL AND COMMUNITY
SERVICE’S SENIOR COMPANION PROGRAM;

AUTHORIZING THE CITY MANAGER TO ACCEPT THE
GRANT AWARD IN THE AMOUNT OF $332,662;

AUTHORIZING THE CITY MANAGER OR THEIR

DESIGNEE TO CONDUCT ALL NEGOTIATIONS,

SIGNING AND SUBMITTALS OF NECESSARY
DOCUMENTS TO RECEIVE GRANT AWARDS; AND

AUTHORIZING THE DIRECTOR OF FINANCE AND

MANAGEMENT SERVICES TO APPROPRIATE THE
GRANT FUNDS FOR THE PERIOD OF JULY 1, 2025
THROUGH JUNE 30, 2026; $332,662 IN REVENUE AND
EXPENSES AND $120,102 IN GENERAL FUND GRANT
MATCH REQUIREMENTS FOR A TOTAL OF $452,764.

WHEREAS, the City submitted a Continuation Grant Application for federal assistance on January 21, 2025, requesting funding for Year Two of a 3-Year Grant Allocation for the Senior Companion Program; and
WHEREAS, the Notice of Grant Award was received by the City for the Senior Companion Program on June 10, 2025; and
WHEREAS, the City has participated in the federally funded Senior Companion Program for 50 years; and
WHEREAS, individuals ages 55 years and older provide services that promote independent living of senior-age residents who have physical, emotional, or mental limitations and needs that prevent them from fulfilling daily living tasks; and WHEREAS, an average of 28 individual Senior Companion Volunteers provided 48 clients with 28,856 hours of service.

BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:

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Resolution No. 2025-364
Resolution 2025-364
September 3, 2025

7 6
3 3
SECTION 1.The above recitals are true and correct and are incorporated herein by this reference.

SECTION 2. The Mayor and City Council of the City of San Bernardino hereby ratify the submission of a grant application for year two of the Corporation of National and Community Service’s (AmeriCorps Seniors) Senior Companion Program (SCP) in the total amount of $452,764.

SECTION 3. The Mayor and City Council of the City of San Bernardino hereby accept the grant award in the amount of $332,662.

SECTION 4. The Mayor and City Council of the City of San Bernardino hereby authorize the Director of Finance and Management Services to appropriate the grant funds for the period of July 1, 2025, through June 30, 2026; $332,662 in revenue and expenses and $120,102 in General Fund grant match requirements, for a total of $452,764.

SECTION 5. The grant award and matching funds, together totaling $452,764, are for operation of the Senior Companion Program from July 1, 2025, through June 30, 2026.

SECTION 6.The Mayor and City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

SECTION 7.Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.

SECTION 8. Effective Date. This Resolution shall become effective immediately.

APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 3rd day of September 2025.

Helen Tran, Mayor
City of San Bernardino
Attest:

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Resolution No. 2025-364
Resolution 2025-364
September 3, 2025

7 6
3 3
Telicia Lopez, CMC, Acting City Clerk
Approved as to form:

Sonia Carvalho, City Attorney

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Resolution No. 2025-364
Resolution 2025-364
September 3, 2025

7 6
3 3

CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss

CITY OF SAN BERNARDINO )
I, Telicia Lopez, CMC, Acting City Clerk, hereby certify that the attached is a true copy of Resolution No. 2025-364, adopted at a regular meeting held on the 3 rd day of September 2025 by the following vote:

Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
KNAUS _____ _____ _______ _______
FLORES _____ _____ _______ _______
ORTIZ _____ _____ _______ _______

WITNESS my hand and official seal of the City of San Bernardino this ___ day of September 2025.

Telicia Lopez, CMC, Acting City Clerk

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STATE APPLICATION IDENTIFIER:
24SCICA002
FEDERAL IDENTIFIER:
24SC264587
2b. APPLICATION ID:

3. DATE RECEIVED BY STATE:
03/06/24

4. DATE RECEIVED BY FEDERAL AGENCY:

San Bernardino, California, City ofLEGAL NAME:
290 N D ST
Oscar RivasNAME:
(909) 384-5413
TELEPHONE NUMBER:

FAX NUMBER:

[email protected] E-MAIL ADDRESS:
956000772

6. EMPLOYER IDENTIFICATION NUMBER (EIN): 7. TYPE OF APPLICANT:

8. TYPE OF APPLICATION (Check appropriate box).

If Amendment, enter appropriate letter(s) in box(es):

94.01610a. CATALOG OF FEDERAL DOMESTIC ASSISTANCE NUMBER:

Senior Companion Program10b. TITLE: SCP of San Bernardino

11.a. DESCRIPTIVE TITLE OF APPLICANT'S PROJECT:

San Bernardino County (Colton, Fontana, Grand Terrace, Highland, Loma Linda, Redlands, Rialto, San Bernardino, and Yucaipa)

12. AREAS AFFECTED BY PROJECT (List Cities, Counties, States, etc):
07/01/24START DATE: 06/30/27END DATE: CA 33
$ 335,162.00a. FEDERAL
$ 120,633.00b. APPLICANT
$ 0.00c. STATE
$ 120,633.00d. LOCAL
$ 0.00e. OTHER
$ 455,795.00g. TOTAL
Oscar Rivas
a. TYPED NAME OF AUTHORIZED REPRESENTATIVE: b. TITLE:
(909) 384-5413
c. TELEPHONE NUMBER:
04/29/24
e. DATE SIGNED:

Local Government, Municipal
2a. DATE SUBMITTED TO CORPORATION

FOR NATIONAL AND COMMUNITY
SERVICE (CNCS):

1. TYPE OF SUBMISSION:

Non-Construction

5. APPLICATION INFORMATION

NAME AND CONTACT INFORMATION FOR PROJECT DIRECTOR OR OTHER PERSON TO BE CONTACTED ON MATTERS INVOLVING THIS APPLICATION (give area codes):

ADDRESS (give street address, city, state, zip code and county):

A. AUGMENTATION B. BUDGET REVISION
C. NO COST EXTENSION D. OTHER (specify below):

9. NAME OF FEDERAL AGENCY:

Corporation for National and Community Service

13. PROPOSED PROJECT: 14. CONGRESSIONAL DISTRICT OF:

15. ESTIMATED FUNDING: 16. IS APPLICATION SUBJECT TO REVIEW BY STATE EXECUTIVE ORDER 12372 PROCESS?
YES. THIS PREAPPLICATION/APPLICATION WAS MADE AVAILABLE TO THE STATE EXECUTIVE ORDER 12372 PROCESS FOR
REVIEW ON:

DATE:

17. IS THE APPLICANT DELINQUENT ON ANY FEDERAL DEBT?
YES if "Yes," attach an explanation. NOX

18. TO THE BEST OF MY KNOWLEDGE AND BELIEF, ALL DATA IN THIS APPLICATION/PREAPPLICATION ARE TRUE AND CORRECT, THE DOCUMENT HAS BEEN

DULY AUTHORIZED BY THE GOVERNING BODY OF THE APPLICANT AND THE APPLICANT WILL COMPLY WITH THE ATTACHED ASSURANCES IF THE ASSISTANCE IS AWARDED.

APPLICATION FOR FEDERAL ASSISTANCE
San Bernardino CA 92401 - 1734
NEW

CONTINUATION AMENDMENT
7b.
7a.
03/06/24
Local Government - Municipal
f. PROGRAM INCOME $ 0.00

PART I - FACE SHEET
Modified Standard Form 424 (Rev.02/07 to confirm to the Corporation's eGrants System) Application

X NEW/PREVIOUS GRANTEE

11.b. CNCS PROGRAM INITIATIVE (IF ANY):

X NO. PROGRAM IS NOT COVERED BY E.O. 12372
d. SIGNATURE OF AUTHORIZED REPRESENTATIVE:

Year #:

X
1 a.Applicant b.Program CA 33
County: San Bernardino
UEI NUMBER: EJLMHR1CMKM7

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Narratives
Executive Summary
Strengthening Communities
The City of San Bernardino proposes to have 50 AmeriCorps Seniors volunteers who will provide companionship, light housekeeping, assistance with meal prep/nutrition, transportation, family caregiver respite care and social activities in San Bernardino County (Colton, Fontana, Grand Terrace, Highland, Loma Linda, Redlands, Rialto, San Bernardino, and Yucaipa). AmeriCorps Seniors Volunteers will serve 37 Volunteer Service Years (VSYs) each year. The primary focus area of this project is Healthy Futures. AmeriCorps Seniors Volunteers will be responsible for increasing the number of seniors receiving essential services and companionship, leading to improved quality of life such as enhanced social connectedness, emotional well-being, and overall satisfaction among both volunteers and their client companions. The AmeriCorps investment of $332,662 will be supplemented by $113,907 in City of San Bernardino general funds.

INCORPORATION DIVERSITY, EQUITY, INCLUSION, AND ACCESSIBILITY Incorporating Diversity, Equity, Inclusion, and Accessibility (DEIA) into the City of San Bernardino Senior Companion Program (SCP) entails a multifaceted approach aimed at ensuring representation, fairness, belonging, and accessibility for all volunteers and clients. Diversity refers to the range of backgrounds, perspectives, and identities within our program, including factors such as race, ethnicity, gender, language, income, and ability. Equity involves recognizing and addressing systemic disparities to ensure fair opportunities and outcomes for all individuals, particularly those from historically marginalized groups. Inclusion focuses on fostering a sense of belonging and respect for diverse experiences, perspectives, and identities, creating an environment where everyone feels valued and empowered to contribute. Accessibility emphasizes removing barriers and providing accommodations to ensure that individuals of all abilities can fully participate in our program.

To operationalize these principles, the SCP has implemented various strategies. We prioritize recruitment efforts that reflect the diverse demographics of our community, including outreach to underrepresented groups such as Hispanic and low-income individuals. Efforts include promoting volunteer opportunities through culturally relevant channels, providing materials in multiple languages, and engaging with diverse community organizations and chambers of commerce.

Training sessions incorporate DEIA topics to increase awareness and promote dialogue among volunteers, emphasizing the importance of cultural competency and inclusivity in service delivery.

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Furthermore, we are actively seeking partnerships with organizations representing diverse backgrounds, such as women's clubs and churches, to expand our volunteer base and promote inclusive service opportunities. The SCP Project Director is encouraged to pursue DEIA training opportunities and resources, including those offered by the California Parks and Recreation Society, to enhance our capacity in this area.

Despite challenges posed by factors such as COVID-19, transportation disparities, and caregiver demands, we remain committed to addressing these issues and finding solutions to better support and retain senior-age volunteers in our program. This includes initiatives such as providing free bus passes, distributing personal protective equipment (PPE), and referring volunteers to no-cost family resource services.

Overall, the City of San Bernardino SCP is dedicated to fostering a diverse, equitable, inclusive, and accessible environment where all volunteers and clients feel valued, respected, and empowered to participate fully in our program.

DESCRIBE AND DEMONSTRATE THE COMMUNITY NEED.

The 2020 U.S. Census Bureau estimates state that there are 261,799 (12.5%) people who are 65 years and older in San Bernardino County with 36,652 (14%) of them living alone. The City of San Bernardino Senior Companion Program area of service is the Inland Empire region of the County.

The Inland Empire is located in the inland valley area of the county. In San Bernardino County there are 13.4% of individuals and families living below the poverty level, which is 1.2% higher than the entire State of California. Our SCP is currently serving 11 communities within San Bernardino County: The San Bernardino Valley cities of Colton, Fontana, Grand Terrace, Highland, Loma Linda, Redlands, Rialto, San Bernardino, Bloomington, Mentone, and Yucaipa. Information obtained from the 2020 Census of the U.S. Census Bureau estimates indicate the population of the communities served is 809,480 and encompasses a 248.4 square mile area. The estimated number of residents over the age of 65 is 88,029 (10.9%). The estimates indicate that 32,380 (4%) of the population are Veterans. The population by ethnicity is 53.6% Hispanic or Latino, and 46.3% Non-Hispanic or Latino.

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The population by race is 25.9% White, 7.9% African American, 8% Asian, 0.4% American Indian and Alaskan Native, 0.3% Native Hawaiian and Pacific Islander, 0.5% some other race alone, and 3.1% identified by two or more races. According to the 2020 U.S. Census Bureau, estimates indicate 108,470 (13.4%) of the population in the communities served are below the poverty level. The community served includes mostly low-income homebound older adults and individuals with disabilities. Disability population statistics for San Bernardino County indicates there are 253,072 (11.6%) that have a disability and, in the community, served the population estimate with a disability is 93,899. Approximately 80% of all calls received by the SCP staff are by individuals with sight impairment as their disability, have lost their ability to drive, and are in need of transportation.

Our SCP volunteers will assist in the primary focus area of Healthy Futures by providing homebound, or older adults and individuals with disabilities, social and emotional services along with transportation to allow each individual live a better independent life.

The San Bernardino Adult Day Care Center has identified a 75% increase risk of isolation or depression and a decline in functional abilities in frail elderly and disabled adults in the community. People, generally, are social by nature, and social relations can help them live longer, healthier lives. The daily dynamics associated with the coronavirus pandemic has certainly challenged the effectiveness of our volunteers' activities. Companionship and socialization are important tools in combating loneliness and preventing negative health and medical conditions associated with loneliness. The Center for Disease Control and Prevention (CDC) in November 2020 reported poor social relationships (characterized by social isolation or loneliness) are associated with a 29% increased risk of heart disease, a 32% increased risk of stroke, with about a 50% increased risk of dementia.

Inland Caregivers Resource Center, Pacific Hospice, and The Visiting Nurses Association, current programs identified by City of San Bernardino SCP, are respite services for caregivers and is one of the most pressing community needs in the Inland Empire. Furthermore, SCP volunteers will provide respite service to caregivers which will improve social ties or perceived social support.

From phone calls by frontline staff, recent past surveys, and interactions with seniors in our community in a multi-faceted service industry (municipal parks and recreation), many seniors have been found to live alone and have little to no contact with the others in the community, and the healthcare practices of social distancing and isolationism, as a result of the coronavirus, provide a

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"Catch 22" situation. Most of the clients have shared they would not be able to age in place without the help of a Senior Companion, although the virus poses a severe threat to both the senior-age companion volunteer and the senior-age client, who are most vulnerable to the virus. Peace of mind is hard-pressed in both regards, yet the feelings of loneliness brought on by isolation can be devastating, especially to the senior-age population and the disabled who have little or no family to care for them.

ARTICULATE A THEORY OF CHANGE, MEANING HOW THE SERVICES OF THE

VOLUNTEERS WILL ADDRESS THE COMMUNITY NEEDS AND HOW THE SERVICE ACTIVITY

DESCRIBED PROVIDES A SIGNIFICANT CONTRIBUTION TO THE OUTCOMES OF THE WORK PLAN THAT LEAD TO NATIONAL PERFORMANCE MEASURES OUTCOMES.

SCP volunteers in the primary focus area of Healthy Futures/Companionship and Respite for Caregivers will provide service activities to include: companionship; transportation and assistance to medical appointments, pharmacies to obtain needed medications, grocery stores, and/or food banks; and other services such as pay utilities and legal assistance to help them live more independently.

Current SCP volunteers help with the daily living activities that allow clients to stay living independently longer, especially those with little or no sight and have difficulty with identifying the right medications to take, cooking meals, home cleaning tasks, or responding to e-mails or letter writing. SCP volunteers may also provide direct respite services to caregivers that will provide temporary relief from the stresses of caregiving by providing short term assistance for an adult who is the primary caregiver for another person.

Many Seniors in our service area are homebound, without family nearby, or neighborly contacts to assist them. SCP volunteers provide social and emotional assistance and can be utilized to make wellness calls to future/waitlist clients of the Senior Companion Program. These social and wellness checks give hope and fight the negative effects of depression upon both the physical and mental health of each client, not to mention the benefits that this altruistic behavior extends to the volunteer.

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Activity logs and timesheets will indicate the hourly and financial contributions to the national performance measures. Outputs and outcomes will also be determined by the use of annual client and caregiver surveys that should reflect the benefits of the program, as well as monthly testimonials to be reported.

LOGICALLY CONNECTS ALL ELEMENTS TOGETHER, AS DESCRIBED IN THE NOTICE.

o THE COMMUNITY NEED(S) IDENTIFIED;
The community served includes mostly low-income homebound older adults and individuals with disabilities in need of companionship, transportation, assistance to obtain food and essential needs as well as medical services. Caregivers are in need of respite services to allow them short-term, temporary relief from the stresses of caregiving and of an increase in social support of the client.

o THE SERVICE ACTIVITIES THAT WILL BE CARRIED OUT BY AMERICORPS SENIORS VOLUNTEERS;
AmeriCorps Seniors Volunteer service activities will include: companionship; respite services; transportation and assistance to medical appointments, pharmacies to obtain needed medications, grocery stores and/or food banks, and other services such as utilities pay, finding legal assistance, reading mail, e-mail replies, and letter dictation to help them live more independently.

o THE INSTRUMENT DESCRIPTION AND DATA COLLECTION PLANS; SCP staff will routinely conduct client and caregiver surveys that measure desired outcomes. Surveys will be collected and measured based on the measurement tool instructions. Surveys will be kept on file in the SCP office. Survey outputs and outcomes will be reported in the annual progress report in the E-grants system. Monthly testimonials will also be routinely provided.

o WORK PLANS THAT INCLUDE TARGET NUMBERS THAT LEAD TO OUTCOMES OR

OUTPUTS, AND ARE APPROPRIATE FOR TOTAL NUMBER OF VOLUNTEERS ASSIGNED TO THE WORK PLAN;
Target numbers are based on 2 - 4 individuals per volunteer and outcomes are based on prior years of

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Recruitment and Development
clients.
- 5 unduplicated volunteers will provide respite services/companionship to 10 - 20 caregivers. - 30 unduplicated volunteers will provide Companionship, Nutrition/Food Support, Transportation, and Medical Services to 90 - 120 individuals.

WORK PLAN OUTPUTS AND OUTCOMES ALIGN WITH NATIONAL PERFORMANCE MEASURES REQUIREMENTS.

SCP volunteers in the primary focus area of Healthy Futures/Companionship or Respite for Caregivers will provide service activities to include transportation to medical appointments, pharmacies, grocery stores and/or food banks, and other services such as utilities pay, finding legal assistance, reading mail, e-mail replies, and letter dictation to help them live more independently. SCP volunteers will provide direct respite services to caregivers. Activity logs or timesheets will indicate the hourly and financial contributions to the national performance measures. Outputs and outcomes will also be determined by the use of client and caregiver satisfaction surveys in addition to direct VSY data.

WORK PLAN OUTPUTS AND OUTCOMES ARE ACHIEVABLE, BASED ON RESOURCES, PROGRAM DESIGN, AND VOLUNTEERS ENGAGED.

The City of San Bernardino SCP project has been under the sponsorship of Parks, Recreation and Community Services Department for 49 years. The Department has organized personnel to ensure the success of the Program. The Director of Parks, Recreation and Community Services Department, Lydie Gutfeld, provides support and positive leadership for the SCP program to the City Manager, City Council and Mayor, and the San Bernardino community at large. Direct support, leadership, and supervision are provided to the program by Mitch Assumma, Community Recreation Manager. The City of San Bernardino also has two full time employees that work solely with the SCP program to assure work plans are achieved and in support of the program. The City of San Bernardino SCP has worked, and continues to work, with the San Bernardino County Department of Aging and Adult Services, Alzheimer's Association, Family Service Agency, and other various Community organizations, as well as Senior Community Centers.

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Recruitment and Development:

YOUR PLAN AND INFRASTRUCTURE TO ENSURE AMERICORPS SENIOR VOLUNTEERS

RECEIVE TRAINING NEEDED TO SUCCEED IN THE SERVICE ACTIVITIES DESCRIBED IN THE WORKPLAN.

SCP staff working with our Advisory Council and station supervisors will use prior assignment plans and needs of community as well as needs of volunteers to assist us in developing the topics for our monthly In-Service training and include those topics in our 20 hour pre-service orientation. New volunteers are required to go through 20-hour pre-service orientation training with the program coordinator. Training may include, and is not limited to, SCP handbook review, policies, and procedures, Modules from CNCS website, training from Alzheimer's Association website, "What would you do?" videos from CNCS, and available client resources in the community such as food distribution, local senior center services, mental health care, legal assistance, funeral/trust/will planning retirement, insurance fraud, personal safety, and other information of interest to senior-age individuals.

As our focus area is Healthy Futures, our in-service training will include, but not be limited to: how to avoid slips and falls, making good decisions about driving, Alzheimer's/Dementia, how to maintain a healthy brain, how to prevent mail fraud and other financial scams that target seniors, safe use of medications, healthy eating and nutritional information, and exercises for elderly and disabled adults, to name a few. We will include training on area specific disaster planning such as earthquakes and, of course, the latest information on disease control, especially regarding the COVID-19 virus. SCP staff will network with other community organizations to secure speakers to give presentations and informational handouts. Sign-in sheets will be used to monitor volunteer involvement.

THE DEMOGRAPHICS OF THE COMMUNITY SERVED AND PLANS TO RECRUIT A VOLUNTEER POOL REFLECTIVE OF THE COMMUNITY SERVED.
o The SCP staff will recruit new volunteers and clients at community outreach events, health fairs, and other venues/networks with local agencies. We will advertise on the City website, on several local electronic marquees, local hard-print media sources, as well as our readily available social media sources. We will attend routine community meetings focused on senior-age services provided by the County of San Bernardino. Another plan to recruit volunteers will be to collaborate with Healthcare plan Representative to attend community focused meetings and connect with community

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organization representatives. We will also advertise at local low-income senior housing communities and Senior Centers primarily through flyer postings and phone calls. We will send our recruitment flyers and brochures bi-annually to an extensive mail list of local churches, golf clubs, businesses providing senior services (auto repair shops, hair styling and beauty shops, laundry facilities, travel and tour agencies, etc.), community service groups who tend to have older board members, and other senior living facilities.

o INDIVIDUALS FROM DIVERSE RACES, ETHNICITIES, SEXUAL ORIENTATIONS, OR

DEGREES OF ENGLISH LANGUAGE PROFICIENCY
The SCP staff recruits for volunteers with no restrictions on the basis of formal education, experience, race, color, national origin including limited English proficiency, gender, age, religion, sexual orientation, disability, gender identity or expression, political affiliation, marital or parental status, or military service. Individuals with bi-lingual skills in Spanish are highly sought due to a large number of Spanish-speaking residents in the Inland Empire service area. Currently the City of San Bernardino SCP project has two Spanish-speaking staff at the 5th Street Senior Center where the Program Office is located, and there are several volunteer Companions that assist with prospective volunteers.

o VETERANS AND MILITARY FAMILY MEMBERS AS AMERICORPS SENIORS VOLUNTEERS SCP staff will establish a communication network with volunteer center coordinators and social workers at the Veterans Hospital in Loma Linda as a significant outlet in its recruitment efforts to attract volunteer veterans and military family members to become SCP volunteers. We will also visit veteran organizations in our service area to make face-to-face appeals before their boards and memberships: The American Legion, Veterans of Foreign Wars, The Eagles, and The Elks.

o AMERICORPS SENIORS VOLUNTEERS WITH DISABILITIES
The SCP staff will assist volunteers with disabilities to accommodate their needs, such as reading for individuals who are illiterate or accommodating work assignments to meet the ability of volunteer's limitations, such as provision of a walker or cane. SCP staff will attend the Department of Aging and Adult Services (DAAS) quarterly meetings and events to recruit individuals with age-related disabilities.

o AMERICORPS SENIOR VOLUNTEERS BETWEEN THE AGES OF 55 AND 70 YEARS OLD

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Program Management
The City of San Bernardino SCP does have an age requirement for eligibility of 55 or older for volunteers. SCP staff will verify age with the volunteer's Government-issued driver's license or identification card.

YOUR PLAN AND INFRASTRUCTURE TO RETAIN AND RECOGNIZE THE AMERICORPS SCP VOLUNTEERS.

SCP staff will plan, coordinate, and implement an Annual Volunteer Recognition Event for all volunteers near the latter part of the fiscal year. Each volunteer is recognized for their volunteer service with a meal, a gift or gift bag filled with goodies, and a certificate of appreciation which includes their years of service, most hours served, and most clients serviced. The program will also hold a Holiday Social in December as a mid-year inspiration for the volunteers, with gifts and festivities as well. The program will also recognize volunteers at our monthly in-service meetings for specific outstanding actions and recognize volunteers who have upcoming birthdays, sharing a birthday song and cake. In addition to being recognized during the program's monthly in-service meetings, SCP volunteers will enjoy light refreshments. The program may receive In-Kind donations for the holiday event and Annual Volunteer Recognition Event, cake donations, gift cards, items for goodie bags, etc. SCP staff also provides guidance and an "Open Door" policy for volunteers to share concerns and gain support for their needs or just for peace of mind. Another way we retain volunteer service is by conducting an annual SCP Volunteer Satisfaction Survey from all volunteers and following through with their input where possible. All information received from the survey is reported and we will address any areas of dissatisfaction immediately and with finality.

THE PLANS AND INFRASTRUCTURE TO ENSURE MANAGEMENT OF VOLUNTEER STATIONS

ARE IN COMPLIANCE WITH AMERICORPS SCP PROGRAM REGULATIONS (SUCH AS PREVENTING OR IDENTIFYING PROHIBITED ACTIVITIES).

Through the Memorandum of Understanding (MOU) agreement (which includes the self-certification section to ensure that all volunteer stations are public or private non-profit organizations or licensed proprietary health care facilities), each volunteer site agrees to follow the guidelines that are set inside the agreement. Through periodic volunteer station visits and interaction with the volunteer supervisors the program is able to see the work that is being done and may be able to identify and prevent prohibited activities. Each Site Supervisor will be provided a policies and procedures manual with pertinent forms included. The information of the Site Supervisor will be periodically updated as

Packet Page. 1918

For Official Use Only
Narratives
the contact information may change. They are also responsible to give the Companion their work assignment and provide SCP staff with and assignment plan or care plan and a signed Letter of Agreement. New volunteer stations are developed through an on-site visit with the station site supervisor and staff to explain how we can help their clients, what our respective roles and responsibilities will be, and defining the supervisor and communication channels. The SCP Director/Coordinator will assign Companions to the volunteer site to develop skills and capabilities that would prepare the Companion for needed community service to the agency. All Companion assignments must meet the following stipulations: Create new or expand existing community services, provide meaningful work and the opportunity to learn new skills that can possibly help both the Companion and the client, and all volunteer stations must be in a safe, drug-free and healthy environment. The Coordinator of Volunteers provides oversight of each volunteer site supervisor. As needed the SCP Coordinator will research organizations in the service area to recruit new stations in line with work plans and regulations.

YOUR PLAN AND INFRASTRUCTURE TO DEVELOP AND/OR OVERSEE VOLUNTEER

STATIONS TO ENSURE THAT VOLUNTEERS ARE PERFORMING THEIR ASSIGNED SERVICE ACTIVITIES.

SCP staff will perform quarterly volunteer station visits. During those visits client and/or caregiver assignment plans or care plans will be discussed and evaluated with each volunteer station supervisors to ensure that volunteers are performing their requested activities. A simple checklist to document the visit will be developed and utilized going forward. If changes or additions to volunteer's activities need to be made, a new care plan will be devised during that time and immediately implemented. Site Supervisors will do annual assessments with clients to update assignment plans. Timesheets will be used, including client name and initialed dates of service, to ensure volunteers are performing their assigned service activities. Site Supervisors are responsible for approving timesheets and to make sure that the pay period dates, number of hours volunteered, and dates of volunteering are correct for the month being reported.

YOUR EXPERIENCE AND ORGANIZATIONAL TRACK RECORD IN WORK PLANS THAT LEAD TO NATIONAL PERFORMANCE MEASURES OUTCOMES.

SCP volunteers have provided volunteer service to the City of San Bernardino for close to fifty years! The program has always provided personal one-on-one service to senior citizens, then to disabled

Packet Page. 1919

For Official Use Only
Narratives
Organizational Capability
adults, and then to caregivers. SCP Volunteers provide companionship, nutrition/food support, transportation to medical services/appointments to individuals who have reported as having significantly decreased life-enhancing social ties or perceived social support. The greatest challenge by far is related to the efficient recruitment of qualified volunteers, especially when the average age of the volunteer Companion is 70 years and turnover is high due to normal death rates. One reason we are successful in recruitment is because we have employed two full-time, benefitted employees to manage the Program. Annual and semi-annual progress reports have always been evaluated as favorable and on-time, with prompt resolution of any discrepancies.

DEMONSTRATE PLANS TO ADDRESS CULTURE OF VOLUNTEERS STATIONS TO BE SAFE INCLUSIVE SPACES FOR DIVERSE VOLUNTEERS:
we will prioritize cultivating an environment that fosters safety, inclusivity, and respect for diversity.

Through our Memorandum of Understanding agreements and regular site visits, we emphasize the importance of creating volunteer stations that are welcoming to individuals from all backgrounds.

Each volunteer site supervisor will receive training and support to ensure they understand and uphold our commitment to inclusivity. We provide resources such as policies and procedures manuals and periodic updates to ensure that supervisors are equipped to maintain a safe and supportive environment for volunteers. Additionally, we actively engage with volunteer stations to address any concerns or issues related to inclusivity, and we encourage open dialogue and feedback from volunteers to continuously improve our practices. By promoting a culture of acceptance and diversity, we aim to create a fulfilling experience for volunteers while maximizing the positive impact of our program on the communities we serve.

YOUR PLANS AND INFRASTRUCTURE TO PROVIDE SOUND PROGRAMMATIC AND FISCAL

OVERSIGHT (BOTH FINANCIAL AND IN-KIND) AND DAY-TO-DAY OPERATIONAL SUPPORT

TO ENSURE COMPLIANCE WITH AMERICORPS SENIORS SCP REQUIREMENTS (STATUTES,

REGULATIONS, AND APPLICABLE OMB CIRCULARS) AND TO ENSURE ACCOUNTABILITY AND EFFICIENT AND EFFECTIVE USE OF AVAILABLE RESOURCES.

o COMPLIANCE WITH AMERICORPS SENIORS SENIOR COMPANION PROGRAM

REQUIREMENTS(STATURES, REGUALTIONS, AND APPLICABLE OMB CIRCULARS)

Packet Page. 1920

For Official Use Only
Narratives
The City of San Bernardino operates under a hybrid Mayor-Council-City Manager form of government. The Mayor is elected by the voters at large and is the CEO of the City. The City Manager is the Chief Administrative Officer, who directs most City departments. The Department of Parks, Recreation and Community Services directly oversights the SCP project, whereas the Finance Department's sole purpose is the application and enforcement of sound fiscal management practices and procedures regarding all city services. All City Departments follow audited public common practice financial policies and procedures as outlined in the City's Financial Operations Manual. These are all subject to Council approval and are maintained by the Finance and City Manager Departments. The City's program-based Fiscal Year operates July 1st through June 30th of the following year. The Finance Department is one of 13 city departments. This department acts as the centralized and formal means of disseminating Cost Principle Guidelines, as well as Administrative Guidelines and Audit Guidelines to the rest of the city departments/divisions.

o ACCOUNTABILITY
The City maintains a high level of checks and balances in its fiscal management systems, including a hierarchy review and approval process designed to ensure accurate budget management and timely fiscal reporting system for the Senior Services Division of the Parks, Recreation and Community Services Department. The City utilizes a reliable and audited service delivery system that has effectively met or exceeded all prior years' performance objectives of AmeriCorps Seniors. The City's Purchasing Division assists all departments in ensuring that internal procedures are in place for all accounts payable and receivables. Budget development and use is administered by the Parks, Recreation and Community Services Department staff and further supported by the Finance Department staff, especially for travel and reimbursements for volunteers. The City of San Bernardino is celebrating forty-six years of demonstrated services as a provider of Volunteer Service Programs for youth and seniors. The City of San Bernardino SCP project has been under the sponsorship of Parks, Recreation and Community Services Department for 49 years. The Director of Parks, Recreation and Community Services Department, Lydie Gutfled, provides support and positive leadership for the SCP program to the City Manager, City Council and Mayor, and the San Bernardino community at large.

Direct support, leadership, and supervision are provided to the program by Mitch Assumma, Community Recreation Manager.

YOUR ORGANIZATION'S CAPACITY TO:

Packet Page. 1921

For Official Use Only
Narratives
o DEVELOP AND IMPLEMENT INTERNAL POLICIES AND OPERATING PROCEDURES TO

PROVIDE GOVERNANCE AND MANAGE RISK, SUCH AS ACCOUNTING, PERSONNEL MANAGEMENT, AND PURCHASING.

The Director of Parks, Recreation and Community Services is responsible for the activities of its human resources, including recruitment, training, promotion, and retention; establishment of daily work schedules and routines, budget development and use; and communication of performance outcomes. The City of San Bernardino fiscal management procedures, including budget control, accounting systems, cash and banking procedures, payroll systems, and internal auditing, are operated, managed, and controlled through the City of San Bernardino Finance Department. The budget process is facilitated and administered annually via the Mayor, City Council, and City Administration. Variances in budgeted expenses are analyzed by the City Manager and Finance Departments. Reports on such data are disseminated quarterly. Individual City departments manage the development and use of their own budget, and each department head is accountable to the City Manager. An independent auditor reviews City financial records annually.

REPORTING MECHANISM AND TRAINING PLAN:

The City of San Bernardino has an effective mechanism for reporting suspected criminal activity, waste, fraud, and/or abuse to both the AmeriCorps Office of Inspector General and AmeriCorps. This mechanism involves designated points of contact within the Parks, Recreation and Community Services Department who are responsible for receiving and documenting reports of suspected misconduct. Reports are promptly forwarded to the appropriate authorities for investigation and resolution.

By implementing these measures, the City of San Bernardino demonstrates its commitment to maintaining integrity, accountability, and transparency in its operations, ensuring that any instances of suspected misconduct are addressed promptly and appropriately.

Additionally, the City can plan and develop a training plan to educate staff and participants on reporting protocols. Training sessions include information on recognizing signs of misconduct, understanding reporting procedures, and ensuring timely and accurate reporting. Training opportunities can be provided regularly to both staff and volunteers, with a focus on promoting awareness and understanding of the importance of reporting suspected violations.

Packet Page. 1922

For Official Use Only
Narratives

o EFFICIENT AND EFFECTIVE USE OF AVAILABLE RESOURCES
The City of San Bernardino SCP has worked, and continues to work, with the San Bernardino County Department of Aging and Adult Services, Catholic Charities, Lighthouse for the Blind, Meals on Wheels, Family Service Agency, and various Community and Senior Centers. The SCP program effectively uses The City of San Bernardino Fifth Street Senior Center to hold In-service training meetings. SCP also benefits from knowledge of local organizations on valuable training for volunteers.

The City of San Bernardino Parks, Recreation and Community Services Department is constantly seeking alternative funding resources, cash or in-kind, in support of their community serving mission.

The detailed list below shows some of the grants received by our department (directly related to service programs). Senior Nutrition Program -- 1978 -- Present; San Bernardino Head Start Program -- 1992 -- 2009; Nutrition Network Program -- 1998 -- 2016; San Bernardino Mentoring Program -- 1992 -- 2009; RSVP (Retired Senior Volunteer Program) -- 1975 -- Present; SCP (Senior Companion Program) -- 1975 -- Present; and Kaiser Hospital Community Foundation Grant 2008 -- Present.

Outdoor Equity 2021 -- Present;

CLEARLY DEFINED PAID STAFF POSITIONS, INCLUDING (AS APPLICABLE)

IDENTIFICATION OF CURRENT STAFF ASSIGNED TO THE PROJECT AND HOW THESE POSITIONS WILL ENSURE THE ACCOMPLISHMENT OF THE PROGRAM OBJECTIVES.

The City Manager's Office oversights most city services, including that of the SCP and all grant- funded programs especially. In addition to other support staff, the Finance Department provides several Accountant positions (Annie Clark, CPA) whose duties are to maintain records of revenue and expense; examine supporting documentation to establish proper authorization and conformance with agreements, contracts, and state and federal regulations; and compile and prepare routine accounting schedules and reports, including audit reviews. The Department of Parks, Recreation and Community Services directly administers the SCP project. From top down, the chain of command is the Director/Department Head (Lydie Gutfeld), the Community Recreation Manager (Mitch Assumma), the Community Services Supervisor (LaKeisha Jackson), and the SCP Coordinator (Oscar Rivas), the SCP Coordinator of Volunteers (Delores Suarez). The Director of the Parks, Recreation and Community Services Department reports to the City Manager. The SCP Coordinator - SCP's responsibilities include, but are not limited to, assigning volunteers to volunteer stations, conducting

Packet Page. 1923

For Official Use Only
Narratives
Other
volunteer station visits, maintaining budget and expenditure records, grant reporting in E-grants, recruitment of volunteers and volunteer sites, building public awareness and support for the SCP, planning and implementing recognition for the volunteers, attending grant workshops and training conferences and completing reports for the corporation and the sponsor. The Coordinator of Volunteers assists the SCP Coordinator in all areas of the Program coordination in ways relevant to the position's authority, but is most responsive to daily client and companion service needs.

The Community Recreation Manager (Mitch Assumma) has administered the SCP in San Bernardino for over 14 years as Manager of the Senior Services division. He has over 35 years of experience in managing municipal services in the parks and recreation field. Mr. Assumma holds a Master's Degree in Public Administration, and a Bachelor's Degree in Recreation Administration.

o MANAGE CAPITAL ASSETS SUCH AS FACILITIES, EQUIPMENT, AND SUPPLIES.

The 5th Street Senior Center houses both the Senior Companion Program and the Retired Senior and Volunteer Program, which is funded through a combination of the City's General Fund and various Federal and State grants. The 5th Street Senior Center is ADA compliant and is currently being used for administration, training and meetings, community programs, special interest classes, and group rentals. The Center is fully outfitted with tables, chairs, furniture, play equipment, kitchen equipment for full meal preparation, sound and PA system, and office management; the grant-funded Senior Nutrition Program also operates out of the 5th Street Senior Center along with lunch meal serving at five other locations. All health and safety OSHA requirements are followed. The City's Facilities Division of the Public Works Department maintains all building maintenance. Equipment and supplies are purchased as needed through the City's chain of command, utilizing best practice principles.

The City of San Bernardino has implemented a robust data collection system to monitor, evaluate, and enhance volunteer activities, aligning with National Performance Measure requirements.

Utilizing volunteer timesheets, Excel forms, and client surveys, the program captures a comprehensive range of data on volunteer engagement, service delivery, and client outcomes.

Volunteers diligently track their hours and document service details through timesheets, while Excel forms provide a platform for recording in-depth information on volunteer duties and client

Packet Page. 1924

For Official Use Only
Narratives
PNS Amendment (if applicable)
interactions. This structured approach enables the program to assess volunteer participation, evaluate service effectiveness, and measure progress against performance indicators.

Moreover, client surveys are conducted to solicit feedback on satisfaction levels, service outcomes, and areas for improvement. Integrating client perspectives into data analysis enhances the program's understanding of client needs and preferences, guiding service customization and improvement initiatives. By leveraging insights from client feedback alongside volunteer data, the program aims to optimize service delivery and demonstrate meaningful impact within the community.

Furthermore, the program's data collection framework supports evidence-based decision-making, program evaluation, and reporting. By harnessing the combined power of timesheets, Excel forms, and client surveys, the program enhances volunteer program management, improves service quality, and reinforces accountability in achieving program objectives.

Despite challenges in securing non-federal support, our organization remains deeply committed to program sustainability, with a longstanding history of oversight and continued financial contributions of 20-30% of the funding. Recognizing the importance of maximizing resources and ensuring long- term viability, we are dedicated to optimizing internal processes, leveraging federal funding effectively, and maintaining cost-efficient operations. Through strategic financial management and a steadfast commitment to our mission, we aim to sustain program impact and continue serving seniors and communities effectively for years to come.

Additionally, our organization will be accepting the one-time grant of $2,500 designated for travel and training purposes. This funding will support volunteer development initiatives, including training sessions, workshops, and conferences, enhancing the capacity and skills of our volunteers to deliver high-quality services to the community.

Not applicable.

Packet Page. 1925

For Official Use Only
Performance Measures
% of Unduplicated Volunteers in Work Plans that result in Outcomes:
% of Unduplicated in the Primary Focus Area:
100%
100%
Healthy Futures Aging in Place 1
3 2
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

1.4 1.3
Performance Measure:

Performance Measure:

Focus Area:

Food Delivery
Transportation
Food DeliveryService Activity:

Service Activity
Description:

SCP Volunteer may transport older adult clients to local senior community center to receive a free meal.

AmeriCorps Senior Companions would spend four hours with a client twice a week.

Long-term caregivers face significant challenges, including financial strain, health issues, and emotional stress. Our Respite Care program offers essential breaks to caregivers, allowing them time to prioritize their own well-being. We aim for independent in-home clients to experience reduced social isolation and prolonged independence at home, while providing caregivers the opportunity to attend to personal matters or work commitments.

Respite care for seniors is provided on an ongoing and as-needed basis. Ideally, AmeriCorps Senior Companions would spend four hours with a client twice a week. However, flexibility is key, and we tailor our support to meet individual needs. To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout.

By offering flexible respite care solutions and prioritizing caregiver support, we strive to enhance the overall quality of life for both caregivers and those receiving care.

Long-term caregivers face significant challenges, including financial strain, health issues, and emotional stress. Our Respite Care program offers essential breaks to caregivers, allowing them time to prioritize their own well-being. We aim for independent in-home clients to experience reduced social isolation and prolonged independence at home, while providing caregivers the opportunity to attend to personal matters or work commitments.

Community Need to be Addressed:

Community Need to be Addressed:

H13: Caregivers of homebound or older adults/individuals with disabilities receiving respite serviceAnticipated H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 Client Tracking DatabaseTarget: How Measured:

Instrument Description: Client intake form and assignment care plan for each client indicating respite care is being provided.

Tracking System3Target: How Measured:

Instrument Description: Surveys and assignment care plan

Packet Page. 1926

For Official Use Only
Healthy Futures Aging in Place 1
3 2
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

1.3 1.1
Performance Measure:

Performance Measure:

Focus Area:

Transportation
Companionship
TransportationService Activity:

Service Activity
Description:

SCP Volunteer may transport client to grocery store, post office, medical appointments, and other necessary transportation needs. AmeriCorps Senior Companions would spend four hours with a client twice a week.

Respite care for seniors is provided on an ongoing and as-needed basis. Ideally, AmeriCorps Senior Companions would spend four hours with a client twice a week. However, flexibility is key, and we tailor our support to meet individual needs. To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout.

By offering flexible respite care solutions and prioritizing caregiver support, we strive to enhance the overall quality of life for both caregivers and those receiving care.

Long-term caregivers face significant challenges, including financial strain, health issues, and emotional stress. Our Respite Care program offers essential breaks to caregivers, allowing them time to prioritize their own well-being. We aim for independent in-home clients to experience reduced social isolation and prolonged independence at home, while providing caregivers the opportunity to attend to personal matters or work commitments.

Respite care for seniors is provided on an ongoing and as-needed basis. Ideally, AmeriCorps Senior Companions would spend four hours with a client twice a week. However, flexibility is key, and we tailor our support to meet individual needs. To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout.

By offering flexible respite care solutions and prioritizing caregiver support, we strive to enhance the overall quality of life for both caregivers and Community Need to be Addressed:

H13: Caregivers of homebound or older adults/individuals with disabilities receiving respite serviceAnticipated H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 Client Tracking DatabaseTarget: How Measured:

Instrument Description: Client intake form and assignment care plan for each client indicating respite care is being provided.

Tracking System3Target: How Measured:

Instrument Description: Surveys and assignment care plan

Packet Page. 1927

For Official Use Only
Healthy Futures
Healthy Futures
Aging in Place
Aging in Place
1 1
4 3
Objective:

Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

1.1 1.2
Performance Measure:

Performance Measure:

Focus Area:

Focus Area:

Companionship
Preventing Elder Abuse
CompanionshipService Activity:

Service Activity
Description:

SCP volunteers will provide social and emotional well-being. The client will receive a sense of belonging and develop positive meaningful relationships. AmeriCorps Senior Companions would spend four hours with a client twice a week.
those receiving care.

Long-term caregivers face significant challenges, including financial strain, health issues, and emotional stress. Our Respite Care program offers essential breaks to caregivers, allowing them time to prioritize their own well-being. We aim for independent in-home clients to experience reduced social isolation and prolonged independence at home, while providing caregivers the opportunity to attend to personal matters or work commitments.

Respite care for seniors is provided on an ongoing and as-needed basis. Ideally, AmeriCorps Senior Companions would spend four hours with a client twice a week. However, flexibility is key, and we tailor our support to meet individual needs. To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout.

By offering flexible respite care solutions and prioritizing caregiver support, we strive to enhance the overall quality of life for both caregivers and those receiving care.

Community Need to be Addressed:

H13: Caregivers of homebound or older adults/individuals with disabilities receiving respite serviceAnticipated H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 Client Tracking DatabaseTarget: How Measured:

Instrument Description: Client intake form and assignment care plan for each client indicating respite care is being provided.

Tracking System3Target: How Measured:

Instrument Description: Surveys and assignment care plan

Packet Page. 1928

For Official Use Only
Healthy Futures Aging in Place 1
4 4
3 3
Objective:

Number of
Volunteer
Stations:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Unduplicated
Anticipated
Volunteer
Anticipated
Volunteer

1.2 2.4
Performance Measure:

Performance Measure:

Focus Area:

Preventing Elder Abuse
Food Delivery
Preventing Elder Abuse
Food Delivery
Service Activity:

Service Activity:

Service Activity
Description:

Service Activity
Description:

SCP Volunteer will be provided workshops with information about elder abuse. AmeriCorps Senior Companions would spend four hours with a client twice a week.

SCP Volunteer may transport older adult clients to local senior community center to receive a free meal.

AmeriCorps Senior Companions would spend four hours with a client twice a week.

Promoting independent living among older adults fosters autonomy and enriches their lives by allowing them to receive in-home services while maintaining the freedom to pursue hobbies, engage socially, and manage daily tasks independently. This autonomy positively impacts emotional well-being, cognitive skills, and memory function. Our Emotional and Social Care program provides tailored support to meet the emotional and social needs of older adults. AmeriCorps Senior Companions ideally spend four hours with a client twice a week, providing compassionate companionship, emotional support, and assistance with social engagement. The program is flexible, accommodating individual needs as they arise.

To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout while delivering meaningful support to those in need.

Community Need to be Addressed:

H13: Caregivers of homebound or older adults/individuals with disabilities receiving respite serviceAnticipated H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 Client Tracking DatabaseTarget: How Measured:

Instrument Description: Client intake form and assignment care plan for each client indicating respite care is being provided.

Tracking System3Target: How Measured:

Instrument Description: Surveys and assignment care plan

Packet Page. 1929

For Official Use Only
Healthy Futures Aging in Place 1
4 3
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

2.4 2.1
Performance Measure:

Performance Measure:

Focus Area:

Food Delivery
Transportation
TransportationService Activity:

Service Activity
Description:

SCP Volunteer may transport clients to grocery store, post office, medical appointments, and other necessary transportation needs. AmeriCorps Senior Companions would spend four hours with a client twice a week.

Promoting independent living among older adults fosters autonomy and enriches their lives by allowing them to receive in-home services while maintaining the freedom to pursue hobbies, engage socially, and manage daily tasks independently. This autonomy positively impacts emotional well-being, cognitive skills, and memory function. Our Emotional and Social Care program provides tailored support to meet the emotional and social needs of older adults. AmeriCorps Senior Companions ideally spend four hours with a client twice a week, providing compassionate companionship, emotional support, and assistance with social engagement. The program is flexible, accommodating individual needs as they arise.

To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout while delivering meaningful support to those in need.

Community Need to be Addressed:
(PRIORITY) H8: Number of individuals receiving independent living services (PRIORITY) H8: Number of individuals receiving independent living services Anticipated
Anticipated
(PRIORITY) H9: Number of individuals with increased social support. (PRIORITY) H9: Number of individuals with increased social support.

Anticipated
Anticipated
6 6
Client Tracking Database
Client Tracking Database
Target:

Target:

How Measured:

How Measured:

Instrument Description:

Instrument Description:

Client intake form and client/companion sa
Client intake form and client/companion sa
Survey
Survey
6 6
Target:

Target:

How Measured:

How Measured:

Instrument Description:

Instrument Description:

Survey measuring the client's social emotional well-being Survey measuring the client's social emotional well-being

Packet Page. 1930

For Official Use Only
Healthy Futures Aging in Place 1
4 3
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

2.2 2.3
Performance Measure:

Performance Measure:

Focus Area:

Companionship
Preventing Elder Abuse
CompanionshipService Activity:

Service Activity
Description:

SCP volunteers will provide social and emotional well-being. The client will receive a sense of belonging and develop positive meaningful relationships.AmeriCorps Senior Companions would spend four hours with a client twice a week.AmeriCorps Senior Companions would spend four hours with a client twice a week.

Promoting independent living among older adults fosters autonomy and enriches their lives by allowing them to receive in-home services while maintaining the freedom to pursue hobbies, engage socially, and manage daily tasks independently. This autonomy positively impacts emotional well-being, cognitive skills, and memory function. Our Emotional and Social Care program provides tailored support to meet the emotional and social needs of older adults. AmeriCorps Senior Companions ideally spend four hours with a client twice a week, providing compassionate companionship, emotional support, and assistance with social engagement. The program is flexible, accommodating individual needs as they arise.

To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout while delivering meaningful support to those in need.

Promoting independent living among older adults fosters autonomy and enriches their lives by allowing them to receive in-home services while maintaining the freedom to pursue hobbies, engage socially, and manage daily tasks independently. This autonomy positively impacts emotional well-being, cognitive skills, and memory function. Our Emotional and Social Care program provides tailored support to meet the emotional and social needs of older adults. AmeriCorps Senior Companions ideally spend four hours with a client twice a week, providing compassionate companionship, emotional support, and assistance with social engagement. The program is flexible, accommodating individual needs as they arise.

To ensure the well-being of our senior volunteers, we require a minimum commitment of five volunteer hours to prevent burnout while delivering meaningful support to those in need.

Community Need to be Addressed:

Community Need to be Addressed:
(PRIORITY) H8: Number of individuals receiving independent living servicesAnticipated (PRIORITY) H9: Number of individuals with increased social support.

Anticipated
6 Client Tracking DatabaseTarget: How Measured:

Instrument Description: Client intake form and client/companion sa Survey 6Target: How Measured:

Instrument Description: Survey measuring the client's social emotional well-being

Packet Page. 1931

For Official Use Only
Healthy Futures
Healthy Futures
Aging in Place
Aging in Place
1 1
4 4
3 3
Objective:

Objective:

Number of
Volunteer
Stations:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Unduplicated
Anticipated
Volunteer
Anticipated
Volunteer

2.3 3.5
Performance Measure:

Performance Measure:

Focus Area:

Focus Area:

Preventing Elder Abuse
Companionship
Preventing Elder AbuseService Activity:

Service Activity
Description:

SCP Volunteer will be provided workshops with information about elder abuse. AmeriCorps Senior Companions would spend four hours with a client twice a week.

Elder adults who experience social isolation are at a higher risk of premature mortality compared to those with a strong support network. The loss of friends, spouses, or family members can intensify feelings of loneliness and depression, particularly for those living longer than their peers. This is especially common among seniors with impaired mobility who reside at home. Without sufficient social interaction and stimulation, seniors may struggle with grooming, nutrition, and overall enjoyment of life, increasing their vulnerability to clinical depression.

Companion care plays a crucial role in alleviating these challenges by providing seniors with much-needed companionship and emotional support.

Our program recognizes the importance of regular social engagement in maintaining seniors' emotional well-being and quality of life. While our companions are required to volunteer a minimum of five hours per week, we encourage them to volunteer twice a week for four to five hours each day. This ensures consistent and meaningful support for seniors, fostering a sense of excitement and positivity in their day-to-day lives.

Community Need to be Addressed:
(PRIORITY) H8: Number of individuals receiving independent living servicesAnticipated (PRIORITY) H9: Number of individuals with increased social support.

Anticipated
6 Client Tracking DatabaseTarget: How Measured:

Instrument Description: Client intake form and client/companion sa Survey 6Target: How Measured:

Instrument Description: Survey measuring the client's social emotional well-being

Packet Page. 1932

For Official Use Only
Healthy Futures Aging in Place 1
4 3
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

3.5 3.4
Performance Measure:

Performance Measure:

Focus Area:

Companionship
Transportation
Companionship
Transportation
Service Activity:

Service Activity:

Service Activity
Description:

Service Activity
Description:

SCP volunteers will provide social and emotional well-being. The client will receive a sense of belonging and develop positive meaningful relationships. AmeriCorps Senior Companions would spend four hours with a client twice a week.

SCP Volunteer may transport clients to grocery store, post office, medical appointments, and other necessary transportation needs. AmeriCorps Senior Companions would spend four hours with a client twice a week.

Elder adults who experience social isolation are at a higher risk of premature mortality compared to those with a strong support network. The loss of friends, spouses, or family members can intensify feelings of loneliness and depression, particularly for those living longer than their peers. This is especially common among seniors with impaired mobility who reside at home. Without sufficient social interaction and stimulation, seniors may struggle with grooming, nutrition, and overall enjoyment of life, increasing their vulnerability to clinical depression.

Companion care plays a crucial role in alleviating these challenges by providing seniors with much-needed companionship and emotional support.

Our program recognizes the importance of regular social engagement in maintaining seniors' emotional well-being and quality of life. While our companions are required to volunteer a minimum of five hours per week, we encourage them to volunteer twice a week for four to five hours each day. This ensures consistent and meaningful support for seniors, fostering a sense of excitement and positivity in their day-to-day lives.

Community Need to be Addressed:

H4A: Number of individuals served
H4A: Number of individuals served
Anticipated
Anticipated
H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 6
Tracking System
Tracking System
Target:

Target:

How Measured:

How Measured:

Instrument Description: Client intake form, client assignment plan, and SCP volunteer time sheet to track hours spent with client.

Tracking System6Target: How Measured:

Instrument Description: Client survey to measure social emotional well-being

Packet Page. 1933

For Official Use Only
Healthy Futures Aging in Place 1
4 3
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

3.4 3.3
Performance Measure:

Performance Measure:

Focus Area:

Transportation
Nutrition/Food Support
Nutrition/Food SupportService Activity:

Service Activity
Description:

SCP Volunteer may transport older adult clients to local senior community center to receive a healthy and nutritious meal as well as transportation to local food banks, if necessary. AmeriCorps Senior Companions would spend four hours with a client twice a week.

Elder adults who experience social isolation are at a higher risk of premature mortality compared to those with a strong support network. The loss of friends, spouses, or family members can intensify feelings of loneliness and depression, particularly for those living longer than their peers. This is especially common among seniors with impaired mobility who reside at home. Without sufficient social interaction and stimulation, seniors may struggle with grooming, nutrition, and overall enjoyment of life, increasing their vulnerability to clinical depression.

Companion care plays a crucial role in alleviating these challenges by providing seniors with much-needed companionship and emotional support.

Our program recognizes the importance of regular social engagement in maintaining seniors' emotional well-being and quality of life. While our companions are required to volunteer a minimum of five hours per week, we encourage them to volunteer twice a week for four to five hours each day. This ensures consistent and meaningful support for seniors, fostering a sense of excitement and positivity in their day-to-day lives.

Community Need to be Addressed:

H4A: Number of individuals servedAnticipated
H14: Number of caregivers who reported having increased social ties/perceived social support H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
Anticipated
6 Tracking SystemTarget: How Measured:

Instrument Description:

Instrument Description:

Client intake form, client assignment plan, and SCP volunteer time sheet to track hours spent with client.

Client intake form, client assignment plan, and SCP volunteer time sheet to track hours spent with client.

Tracking System
Tracking System
6 6
Target:

Target:

How Measured:

How Measured:

Instrument Description:

Instrument Description:

Client survey to measure social emotional well-being
Client survey to measure social emotional well-being

Packet Page. 1934

For Official Use Only
Healthy Futures Aging in Place 1
4 3
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

3.1 3.2
Performance Measure:

Performance Measure:

Focus Area:

Elder Justice: Fraud and Scam Prevention
Respite Services
Elder Justice: Fraud and Scam PreventionService Activity:

Service Activity
Description:

SCP Volunteer will be provided workshops with information about fraud and scam prevention. These workshops will be provided once a month.

Elder adults who experience social isolation are at a higher risk of premature mortality compared to those with a strong support network. The loss of friends, spouses, or family members can intensify feelings of loneliness and depression, particularly for those living longer than their peers. This is especially common among seniors with impaired mobility who reside at home. Without sufficient social interaction and stimulation, seniors may struggle with grooming, nutrition, and overall enjoyment of life, increasing their vulnerability to clinical depression.

Companion care plays a crucial role in alleviating these challenges by providing seniors with much-needed companionship and emotional support.

Our program recognizes the importance of regular social engagement in maintaining seniors' emotional well-being and quality of life. While our companions are required to volunteer a minimum of five hours per week, we encourage them to volunteer twice a week for four to five hours each day. This ensures consistent and meaningful support for seniors, fostering a sense of excitement and positivity in their day-to-day lives.

Elder adults who experience social isolation are at a higher risk of premature mortality compared to those with a strong support network. The loss of friends, spouses, or family members can intensify feelings of loneliness and depression, particularly for those living longer than their peers. This is especially common among seniors with impaired mobility who reside at home. Without sufficient social interaction and stimulation, seniors may struggle with grooming, nutrition, and overall enjoyment of life, increasing their vulnerability to clinical depression.

Companion care plays a crucial role in alleviating these challenges by providing seniors with much-needed companionship and emotional support.

Our program recognizes the importance of regular social engagement in maintaining seniors' emotional well-being and quality of life. While our Community Need to be Addressed:

Community Need to be Addressed:

H4A: Number of individuals servedAnticipated
H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 Tracking SystemTarget: How Measured:

Instrument Description: Client intake form, client assignment plan, and SCP volunteer time sheet to track hours spent with client.

Tracking System6Target: How Measured:

Instrument Description: Client survey to measure social emotional well-being

Packet Page. 1935

For Official Use Only
Healthy Futures Aging in Place 1
4 3
Objective:

Number of
Volunteer
Stations:

Anticipated
Unduplicated
Anticipated
Volunteer

3.2Performance Measure:

Focus Area:

Respite Services
Respite ServicesService Activity:

Service Activity
Description:

SCP Volunteer may provide respite care to individuals receiving in home caregiving. AmeriCorps Senior Companions would spend four hours with a client twice a week. companions are required to volunteer a minimum of five hours per week, we encourage them to volunteer twice a week for four to five hours each day. This ensures consistent and meaningful support for seniors, fostering a sense of excitement and positivity in their day-to-day lives.

H4A: Number of individuals servedAnticipated
H14: Number of caregivers who reported having increased social ties/perceived social support Anticipated
6 Tracking SystemTarget: How Measured:

Instrument Description: Client intake form, client assignment plan, and SCP volunteer time sheet to track hours spent with client.

Tracking System6Target: How Measured:

Instrument Description: Client survey to measure social emotional well-being

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For Official Use Only
Required Documents
Applicant Operational and Financial Management Survey (OFMS) Document Name
Sent
Status

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For Official Use Only
The purpose of this award is to assist the grantee in carrying out a national service program as authorized by the Domestic and Volunteer Service Act of 1973, as amended (42 U.S.C. Chapter 22).

Purpose

94.016CFDA No.:
290 N D ST San Bernardino CA 92401-1734
24SCICA002Agreement No.:
3Amendment No.:

San Bernardino, City of
Grantee
956000772EIN:
07/01/2024 - 06/30/2027Performance Period:
07/01/2025 - 06/30/2027Budget Period:

Corporation for National and Community ServiceNotice of Grant Award Award Information
Terms of Acceptance: By accepting funds under this grant, recipient agrees to comply with General Terms and Conditions found at https://americorps.gov/sites/default/files/document/FY2025-General-Terms-and-Conditions.pdf and the Program Terms and Conditions found at https://www.americorps.gov/sites/default/files/document/2025- 06/2025_FGP_SCP_T%26C_508.pdf. Recipient also agrees to comply with assurances and certifications made in the grant application, supporting documents, and with applicable federal statutes, regulations and guidelines.

Funding Information
Previously
Awarded
This Year
This Award/
Amendment
$332,662 $0Total Obligated by CNCS
Grantee's Unobligated
Balance (Carryover) $0 $0
Total Available $332,662 $0
Total CNCS Funds Awarded to Date
Cumulative Funding for Project Period
Total Awarded in Previous Amendments $335,162
Senior Companion Program
06/10/2025
$667,824
250 E Street SW, Suite 300
Washington, DC 20525-0001
(202) 606-5000
Total Current
Year
$332,662
$0
$332,662
For Official Use Only
Funding Source and Amount
2025--OPE1-P77-OPO-26000-4101 $332,662.00 Grant Year: 2
Year 2
Signature Award Date San Bernardino, City of
Legal Applicant
EJLMHR1CMKM7UEI:

Award Description
This award funds the approved 2025–26 SCP program. Your 2025–26 statutory match is 10% and your budgetary match is

25.42%
Corporation for National and Community Service:

Packet Page. 1939

For Official Use Only
CFDA No.:

West Region
290 N D ST San Bernardino CA 92401-1734
24SCICA002Agreement No.:
3Amendment No.:

San Bernardino, City of
Grantee
956000772EIN:
07/01/2024 - 06/30/2027Performance Period:
07/01/2025 - 06/30/2027Budget Period:

Bonnie Janicki
Notice of Grant Award
Award Information
Senior Grants Officer
Grants Officer
Program Officer
Senior Companion Program
250 E Street SW, Suite 300
Washington, DC 20525-0001
(202) 606-5000
For Official Use Only
Grant Year: 2
Delores Suarez
Project Director
Mitchell Assumma
Certifying Official/Executive Officer
EJLMHR1CMKM7UEI:

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Schedule
"H"
1 CITY OF SAN BERNARDINO, CALIFORNIA
3 DEPARTMENT
4 PROJECT #: 0509 SCP 2025/26
5 Account Number Description
FY2023-24
BUDGET
ESTIMATES MATCH TOTAL6
8 Grant Name:
123-380-0509 001-380-0509
10 Salaries
11 5011 Salaries perm/fulltime 53,136 43,476 96,612
12 5013 Automobile allowance -
13 5014 Salaries temp/parttime -
14 5015 Overtime -
15 Total: Salaries 53,136 43,476 96,612
16 Benefits
17 5026 PERS retirement 5,766 3,844 9,610
18 5027 Health and life insurance 16,2004,097 10,800 27,000 19 5028 Unemployment insurance - - -
20 5029 Medicare 781 520 1,301
20 5034 CalPERS Unfunded Liability - 17,915 17,915
21 Total: Benefits 22,747 33,080 55,827
22 Total: Salaries & benefits 75,883 76,556 152,439
24 Maintenance and Operations
5102 Computer Equipment - -
26 5111 Materials and Supplies 2,500 1,500 4,000
27 5122 Dues and subscriptions -
28 5131 Mileage 1,500 1,000 2,500
29 5132 Meetings and conferences 1,800 1,200 3,000
30 5133 Education and training -
5135 Transportation - grant 47,407 13,772 61,179
5136 Meals 44,400 - 44,400
5150 Utilities 3,015 3,015
5161 Insurance 660 - 660
31 5172 Equipment maintenance -
32 5174 Printing charges 150 150
33 5175 Postage 300 300
34 5176 Copy machine charges -
5181 Other operating expense 4,000 600 4,600
35 5186 Civic and promotional -
5191 Stipends 182,622 154,512 154,512
36 5193 Grant match -
37 Total: Maintenance and Operations 256,779 21,537 278,316 38 Contract Services
39 5502 Professional/contractual services -
40 5505 Other professional services - 1,325 1,325
41 Total: Contractual Services - 1,325 1,325
42 Internal Service Charges
43 5601 Garage charges -
44 5602 Workers compensation - 8,785 8,785
45 5603 Liability 2,860 2,860
46 5604 IT charges in-house 7,240 7,240
47 5605 Telephone support 1,800 1,800
48 5606 Electric -
49 5612 Fleet charges - fuel -
50 Total: Internal Service Charges - 20,685 20,685
51 Capital Outlay
5702 Computer Equipment - - -
52 5703 Communications equipment -
53 Total: Capital Outlay - - -
54 Credit/billables
55 5910 Credit - federal and state program funding -
56 Total: Credit/billables - - -
57 Total: Non-Personnel Expenses 256,779 43,547 300,326 58 Grant Total 332,662 120,103 452,765
9856
8/28/2025

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2 9
0 4

DISCUSSION
City of San Bernardino
Request for Council Action
Date: September 3, 2025
To: Honorable Mayor and City Council Members
From: Eric Levitt, City Manager
Department: City Manager's Office
Subject: Review and consider the selection of a consultant for the Strategic Planning, Goal Setting and Team Building
Session involving the City Manager, Mayor and City
Council (All Wards)
Recommendation:

It is recommended that the Mayor and City Council of the City of San Bernardino, California, review and consider the selection of a professional consultant to lead a Strategic Planning, Goal Setting and Team Building Session involving the City Manager, Mayor and City Council.

Executive Summary
The proposed session will provide a structured environment for identifying strategic objectives, setting measurable goals, and enhancing interpersonal dynamics among the Council and City leadership. A professional facilitator will ensure the process is inclusive, focused, and results driven.

Background
On July 23, 2025, the City issued a Request for Quotes (RFQ) for the City Strategic Planning, Goal Setting, and Team Building initiative. The RFQ officially closed on August 14, 2025, and generated a robust response, with 26 proposals submitted.

Following a thorough evaluation, staff recommends that the Council consider selecting one of the five shortlisted consultants or alternatively, opt to have the City Manager facilitate the session:
BridgeGroup LLC
HR Dynamics & Performance Management, INC.
Knight Leadership Solutions
Raftelis
The Organizational Network

Packet Page. 1947

2 9
0 4
The selected proposed consultants have been identified based on:
Experience working with municipal governments and elected officials Proven success in strategic planning, goal setting and team building Neutrality and ability to manage diverse perspectives
Strong communication and facilitation skills
Proposal Cost
Discussion
The City is preparing to host a facilitated session aimed at setting goals for the City Manager, enhancing communication, team building, and strategic alignment among elected officials and the City Manager. This initiative supports the City’s commitment to transparent governance, effective teamwork, and long-term planning.

The selected consultant will be expected to:
Design and lead a structured session tailored to the City's needs Encourage open dialogue and consensus-building
Help define actionable goals and priorities
Foster a collaborative and respectful environment
2021-2025 Strategic Targets and Goals
Engaging in a strategic planning, goal setting, and team building session aligns with Key Strategic Goal No. 1: Improved Operational & Financial Capacity, and Key Strategic Goal No. 2: Focused Aligned Leadership & Unified Community.

Fiscal Impact
The fiscal impact will be identified based on the selection of the consultant.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, review and consider the selection of a professional consultant or City Manager as the facilitator to lead the Strategic Planning, Goal Setting and Team Building Session involving the City Manager, Mayor and City Council.

Attachments
Attachment 1 - BridgeGroup LLC
Attachment 2 - HR Dynamics & Performance Management, INC.

Attachment 3 - Knight Leadership Solutions
Attachment 4 - Raftelis
Attachment 5 - The Organizational Network
Ward:

All
Synopsis of Previous Council Actions:

None.

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DISCUSSION
City of San Bernardino
Request for Council Action
Date: September 3, 2025
To: Honorable Mayor and City Council Members
From: Lynn Merrill, Director of Public Works;
Eric Levitt, City Manager
Department: Public Works
Subject: Adopt Resolution No. 2025-366 Approving a Letter of Authorization Agreement for the City Facility Energy
Infrastructure Assessment Program with Alliance Building Solutions to Conduct a Comprehensive and No Cost
Assessment of City Facilities for Potential Energy
Conservation Measures Retrofit, and Finding This Action Exempt from the California Environmental Quality Act. (All Wards)
Recommendation:

It is recommended that the Mayor and City Council of the City of San Bernardino, California, adopt Resolution No. 2025-366 of the Mayor and City Council of the City of San Bernardino, California, executing a Letter of Authorization Agreement for a City Facility Energy Infrastructure Assessment Program with Alliance Building Solutions (ABS) to conduct a comprehensive and no cost assessment of City facilities for potential energy conservation measures retrofit.

Executive Summary
The proposed program allows the City to take advantage of a state process that allows cities and counties to bypass the typical processes used to design, develop and construct energy improvements within municipal facilities. These typical processes would include releasing a solicitation for performing an assessment of the current infrastructure and then issuing a design-build procurement that would implement the assessment recommendations. Both processes would require the City to expend funds to perform. In this approach, Phase One of the process involves the authorization of Alliance Building Solutions to perform a no-cost assessment of City facilities for potential energy conservation measure retrofits. Upon completion of the assessment, ABS will provide a presentation and recommendations for retrofit approaches which will reduce the City’s energy and water demands if implemented.

Packet Page. 2020

Background
Due to budgetary constraints over the last 15 years, City staff has not been able to adequately address needed facility improvements relating to infrastructure upgrades and energy efficiency projects to reduce City-Wide energy costs. In 2018 staff was approached by Alliance Building Solutions (ABS) who presented a program to complete a City-Wide energy infrastructure assessment at no cost to the City. The program relates to identifying energy efficiency opportunities, energy cost reduction measures, and related facility improvements including but not limited to the following:
interior and exterior lighting, heating ventilation and air-conditioning (HVAC), system controls & energy management systems (EMS), cool roofing, solar photovoltaic (PV) energy, battery storage, and smart technology initiatives. Currently, public agencies are highly incentivized to implement renewable energy systems, with the Inflation Reduction Act Investment Tax Credit (ITC) allowing agencies to secure up to a 50% rebate on the total cost of renewable energy systems. This makes it one of the most financially advantageous times to install solar and battery storage.

ABS stands as an industry leader within the energy sector working with public agencies throughout the municipal and educational sectors, specializing in performance contracting to implement effective energy efficiency projects throughout the state. ABS has implemented successful and effective energy efficiency projects with surrounding Cities including but not limited to: San Bernardino County, City of Fontana, City of Rialto, West Valley Water District, and City of Upland. Currently, ABS has completed a 1st phase of work with San Bernardino County and is in the development process of a 2nd and 3rd phase that will equate to over $113M in projects to be completed. ABS has been selected as the long-term energy partner for all associated energy efficiency work throughout County facilities.

Staff was approached in February 2024 to consider entering into a similar evaluation program with ABS; however, due to management changes over the last year, this project was delayed for consideration by the City Council until now.

Discussion
The proposed program allow the City to take advantage of a state process which was codified in the California Government Code, 4217.10, et. seq., which allows cities and counties to bypass the typical processes used to design, develop and construct energy improvements within municipal facilities. These typical processes would include preparing and releasing a solicitation for performing an energy assessment of the current infrastructure and then issuing a design-build procurement that would implement the assessment recommendations. Both processes would require the City to expend funds to perform and would add up to an additional two years to the process.

In this approach, the City can directly engage with a qualified provider such as ABS at no cost to perform a complete and detailed analysis of potential energy and water conservation savings throughout the City’s facilities in approximately 9 months.

These analyses are typically performed by the qualified provider at no cost to the

Packet Page. 2021

municipality, but create a detailed, multiyear assessment of the opportunities for energy and water conservation opportunities. Upon completion of the analysis, the City then may consider entering into an agreement with the service provider to implement the identified conservation features. The service provider will develop a third-party financing arrangement in which the identified energy and water conservation savings are subsequently used to fund the financing agreement. In typical situations, the municipal facility experiences a lower cost for utilities and water, the savings are amortized over a long period of time, up to 25-years. This approach has been successfully used to implement and expand the use of solar photovoltaic systems within municipal governments.

The Letter of Authorization (LOA) agreement enables ABS to move forward with evaluating the feasibility of an energy efficiency program for the City including:
infrastructure modernization, energy conservation, and sustainability efforts. ABS will work with maintenance/facility staff and the utility provider to collect all needed information relating to the City facility specifications, current energy usage baseline data, and relevant facility and deferred maintenance needs information stated within the City’s Capital Improvement Plan. The ABS team will complete facility site assessments and report back to staff on recommendations and identified energy savings opportunities. Through the assessment ABS will provide the City with the following services:
Conduct facility site walks with ABS team of industry experts Coordinate with utility provider to receive energy usage interval data, identify available rebates/incentives, and will provide all documentation/planning submission requirements on behalf of the City
Develop facility energy baselines and current energy usage analysis for facility benchmarking
Provide all necessary engineering and project management services Compile existing facility equipment inventory specification reports Identify energy savings opportunities, project scope recommendations, strategic efficiency measures, and coordinate with all equipment manufacturers and points of contact
Calculation of estimated energy savings and development of financial cash flow specifications
Delivering of full-service financing capabilities for project funding, including identification of appropriate funding vehicles and the securing of funds Providing all project procurement services
Development of project implementation schedule
This assessment will aim to provide the City with turnkey planning and development services for energy efficiency projects addressing capital needs, to be funded through realized energy savings guaranteed by ABS. Following the assessment findings and recommendations provided to staff, ABS will then finalize a first phase of energy efficiency projects to present to the Council for approval of the procurement (via California Government Code 4217.10 et seq.,) and

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implementation of the program.

ABS has identified the following buildings to be assessed; additional sites may be added as mutually agreed: 201 Buildings (Building A & B), 201 North E Street; Rowe Library, 108 E Marshall Blvd; Villasenor Library, 525 N. Mt Vernon; Dorothy Ingraham Library,1505 W Highland Ave; City Yard (Corporation Yard), 234 S Mountain View; Rudy C. Hernandez Community Center, 220 N. Lugo; Perris Hill Park Senior Center, 780 E 21st St; 5th Street Senior Center, 600 5th Street; Delman Heights Center, 2969 N. Flores St; and, Old City Hall,300 North D Street.

It is important to note that, if the City does enter into this Agreement with ABS, then the City would be precluded from entering into a similar agreement with any other firm for a period of 18 months, and that the data and study generated by ABS would remain their work product in the event that the City does not proceed with the procurement.
2021-2025 Strategic Targets and Goals
This project aligns with the City’s Fiscal Year 2021-2025 Strategic Targets and Goals, Goal 1- Increased Financial & Operational Capacity - Create an asset management plan. This project would improve the energy efficiency of the City’s assets by identifying the City’s opportunities to conserve natural resources, and to assist in upgrading the City’s assets by replacing outdated energy technologies.

Fiscal Impact
The initial Letter of Authorization has no fiscal impact to the City. ABS will conduct the initial analysis and provide the information to the City at no cost. Potential future savings in energy and water costs may be identified upon completion of the analysis.

In Fiscal Year 2025-26, the City has budgeted $4,200,000 for electrical, $350,000 for natural gas and $3,000,000 for water, for a total of $7,550,000 for utilities. Savings for this program could result in a 20% or more reduction in utility costs, depending on savings identified and implemented.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, adopt Resolution No. 2025-366 of the Mayor and City Council of the City of San Bernardino, California, executing a Letter of Authorization Agreement for a City Facility Energy Infrastructure Assessment Program with Alliance Building Solutions (ABS) to conduct a comprehensive and no cost assessment of City facilities for potential energy conservation measures retrofit.

Attachments
Attachment 1 - ABS Proposal Overview
Attachment 2 – Resolution No. 2025 - 366

Packet Page. 2023

Ward:

All Wards
Synopsis of Previous Council Actions:

None.

Packet Page. 2024

12520 High Bluff Drive Suite 345 | San Diego, CA 92130 | 858.333.4775 | 858.356.9651 fax www.absenergy.com | Contractor’s License # 1008135
July 2nd, 2025
Mr. Brad Chapman
Alliance Building Solutions, LLC
12520 High Bluff Drive, Suite 345
San Diego, CA 92130
Dear Mr. Chapman,
The City of San Bernardino is interested in evaluating the feasibility of an Energy Efficiency Program, including infrastructure modernization, conservation, and sustainability. The implementation of the program is to be self-funded from utility, operational savings, rebates, and incentives.

The City o f San Bernardino will support Alliance Building Solution s, LL C (ABS) in conducting a conceptual evaluation of such a program. More specifically the City agrees to:

1. Provide ABS with utility bill information.

2. Provide staff for an Engineering review meeting with appropriate department managers.

3. Provide staff for a Financial review meeting with appropriate department managers.

4. If a positive recommendation, request the City Council to direct staff to procure via CA4217 for the implementation of the project.

Alliance Building Solutions, LLC agrees to:

1. Develop a comprehensive utility analysis and project feasibility report for self -funding infrastructure improvements.

2. Conduct staff meetings to determine technical needs and financial requirements.

3. Present findings to staff and City Council.

ABS agrees to provide the City with this analysis at no cost . While in the scope development process, the City will not engage with any other energy services companies (ESCO’s) for related work for 18 months. If the City decides not to move forward with the Project with ABS, then all project information provided will be ABS’s proprietary information and cannot be used by the City without ABS’s written consent.

City of San Bernardino Alliance Building Solutions, LLC.

BY: ________________________________ BY: __________________________________ Signature Signature
Print Name: _________________________ Print Name: __Brad Chapman______________ TITLE: ______________________________ TITLE: _____Firm President ______________ DATE: ______________________________ DATE: ________________________________

Packet Page. 2025

12520 High Bluff Drive Suite 345 | San Diego, CA 92130 | 858.333.4775 | 858.356.9651 fax www.alliance-usa.com | Contractor’s License # 1008135

Company Background Overview
Established in 1964 with an initial team of five, Alliance Building Solutions (ABS) focused on warranty work and HVAC service calls, ABS has evolved from a small mechanical contractor to a leader in energy infrastructure solutions within the public sector in California. ABS contracts with public agencies across the state, focusing on the municipal and educational sectors. Offering a design-build / turnkey approach, ABS strives to create successful and effective energy projects, becoming a long-term energy partner with all our customers. In this relationship-driven industry, success also relies on customer satisfaction and long-term relationships with clients and industry professionals. For nearly half a century, our experienced team of executives, project managers, mechanical engineers, estimators, technicians, and installers have been delivering top tier energy solutions to satisfied clients throughout California.

Unlike traditional, outdated energy services companies, our leadership consists of executives, managers and implementers that came together to change the way municipalities view ESCO’s. We are and will remain privately held, meaning we prioritize our customers, not shareholders. We can keep profits fair and minimize markup as we perform most of our work in-house. Through strategic partnerships, our firm offers a diverse array of funding vehicles and financing solutions to our customers with a very flexible and streamlined approach.

ABS specializes in Energy Performance Contracting (EPC), which is a method that leverages energy savings to create a self-funding project. We understand the major budget constraints, lack of deferred maintenance funding, energy infrastructure needs, and economic trends within the municipal sector.

Through this understanding, we strive to build effective projects that are budget neutral, allowing Cities to address capital needs without additional capital outlay. Currently, public agencies are highly incentivized to implement renewable energy systems, with the Inflation Reduction Act Investment Tax Credit (ITC) allowing agencies to secure up to a 50% rebate on the total cost of renewable energy systems. This makes it one of the most financially advantageous times to install solar and battery storage. Additionally, California’s increasing wildfire activity has placed immense pressure on the energy grid, leading to rolling blackouts and a heightened risk of prolonged power outages. Public agencies must be prepared to maintain critical operations during these unpredictable events, and reliable backup power is no longer a luxury—it is a necessity.

City of San Bernardino
Energy Efficiency Project Proposal

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12520 High Bluff Drive Suite 345 | San Diego, CA 92130 | 858.333.4775 | 858.356.9651 fax www.alliance-usa.com | Contractor’s License # 1008135

Alliance has successfully completed over $165M in holistic energy efficiency projects within CA, while locally working with various San Bernardino County agencies such as the City of Rialto, City of Fontana, City of Upland, West Valley Water District, City of Ontario, any many others through the State.

Currently, Alliance has completed a 1st phase of work with San Bernardino County and is in the development process of a 2nd and 3rd phase that will equate to over $100M in projects to be completed.

Our firm comes highly recommended by the County and has been selected as the long-term energy partner for all associated energy efficiency work throughout County facilities.

Project Approach
The project approach will entail a comprehensive audit process identifying facility infrastructure needs throughout various City buildings. Our team will work closely with staff to identify a pilot project that will select around 10-13 City owned facilities to be included within this audit. Emphasizing larger/higher energy user sites that will have a substantial amount of needs to be addressed, allowing the City to maximize realized energy savings to fund the project. As previously stated above, the strategy for this project will be a design build approach leveraging performance contracting through a 4217 procurement. This strategy enables the City to complete capital projects without having to pull from budget dollars and to fund project through realized energy savings over time.

Our engineering team will conduct a pre-site walk meeting with staff discussing the various needs within the facilities that will be included in the audit. We will schedule site walk dates that will work best with facility staff schedules. Staff feedback and input will provide information to our team that will allow us to effectively address all major needs that will be included in the scope recommendation. The City will provide signed utility releases, allowing Alliance to work directly with the utility provider for all of the needed usage data to build an energy baseline, which will show the current energy expenditures at each site.

During the site walks, our team will identify all energy infrastructure measures, providing fully detailed inventories of equipment type, make, model, age, etc. This will provide staff with detailed information on the existing infrastructure within each facility, encompassing elements affecting the City’s utility bill for gas, electric, or water; interior and exterior lighting, HVAC/mechanical systems, building controls/EMS, transformers, and a renewable analysis such as solar and battery storage. In addition to measures that will realize savings upon retrofit, Alliance will also try to include other items such as roofing, plumbing, window replacements, etc., that can also be funded through energy savings.

Following the completion of site walks, our team will develop a self-funding project to be presented to staff with the final scope recommendation. Upon finalizing the scope of work, the financial specifications will be shared, providing the total project cost and savings for a turn-key implementation of the project.

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12520 High Bluff Drive Suite 345 | San Diego, CA 92130 | 858.333.4775 | 858.356.9651 fax www.alliance-usa.com | Contractor’s License # 1008135

Another segment of this approach will include conducting a comprehensive audit of the old City Hall Building to identify energy infrastructure upgrades that can be paid for through savings. This will coincide with the City’s efforts to modernize/upgrade the building for reoccupation efforts, while reducing the overall costs for the building rehabilitation budget.

The audit is identifying the sites below, but is not limited to additional sites within the initial pilot phase:

Site Name Address
1 Public Works Building (Building A & B) 201 North E Street 2 Rowe Library 108 E Marshall Blvd
3 Villasenor Library 525 N. Mt Vernon
4 Dorothy Ingraham Library 1505 W Highland Ave
5 City Yard (Corporation Yard) 234 S Mountain View
6 Rudy C. Hernandez Community Center 220 N. Lugo
7 Perris Hill Park Senior Center 780 E 21st St
8 5th Street Senior Center 600 5th Street
9 Delman Heights Center 2969 N. Flores St
10 Old City Hall 300 North D Street
Any Additional Sites ***

Cost Associated
There will be no cost associated with this audit. Alliance will complete the analysis at risk, requiring no financial obligation from the City.

Outcome & Associated Next Steps
Once a finalized project is identified that meets the City’s needs, Metro Futures Inc will then work to secure financing through a loan. Upon completion, all associated contracts will be forwarded to the City’s legal team for review and internal approval to be placed on the agenda for action. Alliance will support staff in preparing all the necessary documents for the agenda packet. Subsequently, the project will be presented before the council for a vote to approve Alliance for installation of the project.

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Resolution No. 2025-366
Resolution No. 2025-366
September 3, 2025

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RESOLUTION NO. 2025-366

RESOLUTION OF THE MAYOR AND CITY COUNCIL

OF THE CITY OF SAN BERNARDINO, CALIFORNIA,

AUTHORIZING THE CITY TO ENTER INTO A NO-

COST ENERGY ASSESSMENT OF CITY FACILITIES

WITH ALLIANCE BUILDING SOLUTIONS, AND

FINDING THIS ACTION EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT
WHEREAS, California Government Code Section 4217.10 to 4217.18, authorizes the City Council to enter into an Energy Services Contract for the implementation of energy related improvements if the Council finds that it is in the best interest of the City to enter into such Energy Service Contract and that the anticipated cost to the City for thermal or electrical energy or conservation services provided by Alliance Building Solutions, LLC. under the contract will be less than the anticipated marginal cost to the City of thermal, electrical, or other energy that would have been consumed by the City in absent of those purchases; and, WHEREAS, The City of San Bernardino is interested in evaluating the feasibility of an Energy Efficiency Program, including infrastructure modernization, conservation, and sustainability. The implementation of the program is to be self-funded from utility, operational savings, rebates, and incentives; and,
WHEREAS, ABS agrees to provide the City with this analysis at no cost. While in the scope development process, the City will not engage with any other energy services companies (ESCO’s) for related work for 18 months. If the City decides not to move forward with the Project with ABS, then all project information provided will be ABS’s proprietary information and cannot be used by the City without ABS’s written consent.

BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

SECTION 2. The City Council hereby approves the execution of the letter agreement and proposal from Alliance Building Solutions, LLC., dated July 2nd, 2025; and, SECTION 3. That the Mayor and City Council hereby authorized the City Manager or their designee to provide the necessary utility billing information and any other documents to Alliance Building Solutions, LLC as necessary and in a form mutually agreeable by both parties, to allow Alliance Building Solutions, LLC to perform this assessment; and, SECTION 4. That upon completion of said study resulting in a positive evaluation by ABS that show appropriate energy and cost savings opportunities, the City shall make recommendations to the Council for consideration of the implementation of a project as

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Resolution No. 2025-366
Resolution No. 2025-366
September 3, 2025

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allowed under Government Code Section 4217, et.seq.

SECTION 5. This Resolution is not subject to the requirements of California Environmental Quality Act (“CEQA”). The approval of this Resolution is not a “project” within the meaning of Section 15378 of Title 14 of the California Code of Regulations (“State CEQA Guidelines”) because it has no potential for resulting in direct or indirect physical change in the environment. The documents and materials that constitute the record of proceedings on which these findings have been based are located at 215 North “D” Street, San Bernardino, CA 92401. The custodian for these records is the City Clerk of the City.

SECTION 6. If any section, subsection, subdivision, sentence, clause, or phrase in this Resolution or any part thereof is for any reason held to be unconstitutional, invalid, or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Resolution or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases be declared unconstitutional, invalid, or ineffective.

SECTION 7. This Resolution shall take effect immediately upon adoption SECTION 8. The City Clerk shall attest and certify to the passage and adoption thereof.

APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 3rd day of September 2025. ________________________________
Helen Tran, Mayor
City of San Bernardino
Attest:
_________________________________
Telicia Lopez, CMC, Acting City Clerk
Approved as to form:
_________________________________
Sonia Carvalho, City Attorney

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Resolution No. 2025-366
Resolution No. 2025-366
September 3, 2025

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CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss

CITY OF SAN BERNARDINO )
I, Telicia Lopez, CMC, Acting City Clerk, hereby certify that the attached is a true copy of Resolution No. 2025-366, adopted at a regular meeting held on the 3rd day of September 2025 by the following vote:

Council Members: AYES NAYS ABSTAIN ABSENT

SANCHEZ
IBARRA

FIGUEROA

SHORETT
KNAUS
FLORES
ORTIZ
WITNESS my hand and official seal of the City of San Bernardino this 3rd day of September 2025. ______________________________________
Telicia Lopez, CMC, Acting City Clerk

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ITEMS TO BE CONSIDERED FOR FUTURE MEETINGS
City of San Bernardino
Request for Council Action
Date: September 3, 2025
To: Honorable Mayor and City Council Members
From: Dr. Treasure Ortiz, Council Member, 7th Ward
Department: Council Office
Subject: Discussion on the abatement and cleanup of the “Oxbow” project to be brought back to council at a
regularly scheduled meeting within the next 60 days (All Wards) – (Council Member Ortiz)

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