San Luis Obispo City Council
February 17, 2026

City Council
AGENDA

Tuesday, February 17, 2026, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
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INSTRUCTIONS FOR PUBLIC COMMENT:

Public Comment prior to the meeting (must be received 3 hours in advance of the meeting):

Mail - Delivered by the U.S. Postal Service. Address letters to the City Clerk's Office at 990 Palm Street, San Luis Obispo, California, 93401.

Email - Submit Public Comments via email to [email protected]. In the body of your email, please include the date of the meeting and the item number (if applicable). Emails will not be read aloud during the meeting.

Voicemail - Call (805) 781-7164 and leave a voicemail. Please state and spell your name, the agenda item number you are calling about, and leave your comment. Verbal comments must be limited to 3 minutes. Voicemails will not be played during the meeting. *All correspondence will be archived and distributed to councilmembers, however, submissions received after the deadline may not be processed until the following day.

Public Comment during the meeting:

Meetings are held in-person. To provide public comment during the meeting, you must be present at the meeting location.

Electronic Visual Aid Presentation. To conform with the City's Network Access and Use Policy, Chapter 1.3.8 of the Council Policies & Procedures Manual, members of the public who desire to utilize electronic visual aids to supplement their oral presentation must provide display-ready material to the City Clerk by 12:00 p.m. on the day of the meeting. Contact the City Clerk's Office at [email protected] or (805) 781-7114.

Pages

1. CALL TO ORDER
Mayor Erica A. Stewart will call the Regular Meeting of the San Luis Obispo City Council to order.

2. PLEDGE OF ALLEGIANCE
Council Member Shoresman will lead the Council in the Pledge of Allegiance.

3. PRESENTATIONS

3.a JOINT PRESENTATION FROM CAL POLY AND SLO POLICE
DEPARTMENT REGARDING PLANNING EFFORTS FOR ST.

PATRICK'S DAY

3.b CITY MANAGER REPORT
Receive a brief report from City Manager Whitney McDonald.

4. PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA
Not to exceed 15 minutes. The Council welcomes your input. State law does not allow the Council to discuss or take action on issues not on the agenda, except that members of the Council or staff may briefly respond to statements made or questions posed by persons exercising their public testimony rights (Gov. Code sec. 54954.2). Staff may be asked to follow up on such items.

5. CONSENT AGENDA
Not to exceed 15 minutes. Matters appearing on the Consent Calendar are expected to be non-controversial and will be acted upon at one time. A member of the public may request the Council to pull an item for discussion. Pulled items shall be heard at the close of the Consent Agenda unless a majority of the Council chooses another time. The public may comment on any and all items on the Consent Agenda within the three-minute time limit.

Recommendation:

To approve Consent Calendar Items 5a to 5g.

5.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND

ORDINANCES
Recommendation:

Waive reading of all resolutions and ordinances as appropriate.

5.b MINUTES REVIEW - FEBRUARY 3, 2026 COUNCIL MINUTES 13 Approve the minutes of the City Council meeting held on February 3, 2026.

5.c APPROVAL OF THE 2026-27 COMMUNITY DEVELOPMENT BLOCK

GRANT RECOMMENDATIONS
21 Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving the 2026-27 Community Development Block Grant (CDBG) Program Funding Recommendations” for a total of $284,404

5.d AUTHORIZE THE POLICE DEPARTMENT TO SUBMIT A GRANT
APPLICATION TO THE OFFICE OF TRAFFIC SAFETY FOR FY 2026- 27 AND ADOPT A RESOLUTION AUTHORIZING THE ACCEPTANCE
OF FUNDS FOR THE FY 2025-26 TOBACCO GRANT PROGRAM
151
Recommendation:

Approve submission of a FY 2026-27 grant application to the California Office of Traffic Safety in an amount not to exceed $180,000.

1. If the grant is awarded, authorize the City Manager and the Chief of Police to execute grant related documents and
authorize the Finance Director to make the necessary budget adjustments upon the award of the grant.

2. Approve a Resolution titled: “A Resolution of the Council of the City of San Luis Obispo, California, authorizing the acceptance of grant funds in the amount of $74,276 from the State of California Department of Justice, Office of Attorney General, Tobacco Grant Program to increase education and
enforcement programs focusing on reducing the illegal sale of tobacco products to minors in the city.”

3. 5.e AUTHORIZATION TO EXECUTE A CONTRACT FOR 911 CALL

HANDLING EQUIPMENT AND SERVICES
157
Recommendation:

Authorize the City Manager to execute a five-year contract with AT&T for 911 call handling equipment and services; and

1. Waive formal bids and authorize use of California Department of Technology Agreement 6138-2020 to procure this purchase as allowed under 03.24.060E of the City of San Luis Obispo Municipal Code.

2. 5.f FINAL ADOPTION OF ORDINANCE AMENDING MUNICIPAL CODE CHAPTER 2.40.040 (CAMPAIGN CONTRIBUTION LIMITATIONS)
269
Recommendation:

Adopt Ordinance No. 1755 (2026 Series) entitled “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Chapter 2.40.040 of the Municipal Code related to Campaign Contribution Limitations” increasing the per person contribution limit from $250 to $500.

5.g APPROVE A SIDE LETTER TO THE JULY 1, 2025, TO JUNE 30, 2028, MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY

OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO CITY

EMPLOYEES' ASSOCIATION REGARDING STANDBY PAY
277
Recommendation:

Adopt a Draft Resolution entitled “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Side Letter to the July 1, 2025, through June 30, 2028, Memorandum of Understanding between the City of San Luis Obispo and the San Luis Obispo City Employees’ Association.”

6. PUBLIC HEARING AND BUSINESS ITEMS

6.a REVIEW OF FY 2025-26 SECOND QUARTER BUDGET REPORT (60

MINUTES)
285
Recommendation:

Receive and file the FY 2025-26 Second Quarter Budget
Report; and

1. Appropriate $3,468,954 in FY 2024-25 unassigned fund balance as detailed in the report; and

2. Appropriate $2,000,000 in FY 2024-25 assigned fund balance and authorize an Additional Discretionary Payment to CalPERS of $3,506,187; and

3. Appropriate the $20,000 National League of Cities Health and Wellbeing award of $20,000 to the Community Development Department’s non-staffing operating budget for the purchase of Tolemi BuildingBlocks software.

4. 6.b REQUEST TO ADVERTISE THE HIGUERA COMPLETE STREETS AND REVISED 50 HIGUERA WIDENING PROJECTS FOR
CONSTRUCTION (90 MINUTES)
321
Recommendation:

Higuera Complete Streets Project
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, Authorizing Appropriation of $2,000,000 from the Infrastructure Investment Fund to support the Higuera Complete Streets Project,
Specification Number 2001057”); and,

1. Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, Accepting a Future Automobile Level of Service Deficiency at the
Intersection of Higuera Street and Los Osos Valley Road in Connection with the Higuera Complete Streets Project,
Specification Number 2001057”; and,

2. Authorize transfers to the Higuera Complete Streets Project (Account 2001057) from the following capital project accounts:

3. $500,000 from Prado Creek Bridge Replacement (No.
2091252)
a.
$204,847 from Active Transportation Plan
Implementation (No. 2000608)
b.
$100,000 from Vision Zero Implementation (No.
2000073)
c.
$50,000 from the Traffic Signal Maintenance &
Replacements (No. 2001003)
d.
$120,000 from Water Valve Cover Adjustments (No.
2001005)
e.
$50,000 from Sewer Valve Cover Adjustments (No.
2000084); and,
f.

Approve the project , authorize the City Engineer to approve any minor refinements to final plans and specifications prior to advertisement, and authorize staff to advertise for bids for the Higuera Complete Streets Project, Specification Number
2001059; and,

4. Authorize the City Manager to award the Construction Contract for the Higuera Complete Streets Project pursuant to Section

3.24.190 of the Municipal Code for the bid total, if the lowest responsible bid is within the publicly disclosed funding amount of $12,960,700; and,

5. Authorize the City Engineer to approve Contract Change Orders for the Higuera Complete Streets Project up to the available project budget, including any amendments authorized by the City Manager; and,

6. 7. Authorize the use of up to $200,000 in unspent Higuera Complete Streets Project capital funds to support increased street sweeping obligations following project completion. 50 Higuera Widening Project
Approve project for the revised 50 Higuera Widening Project, Specification No. 2091294; and,

8. Authorize staff to advertise for bids for the 50 Higuera Widening Project, Specification No. 2091294; and,

9. Authorize the City Manager to award the Construction Contract for the 50 Higuera Widening Project if the lowest responsible bid is within the Engineer’s Estimate of $315,000; and,

10. Authorize the City Engineer to approve Contract Change Orders for the 50 Higuera Widening Project up to the available project budget; and,

11. Approve the transfer of $22,600 from the 50 Higuera Widening Project Account (No. 2091294) to the New Streetlights CIP Account (No. 2001016); and,

12. Authorize the Finance Director to approve the transfer of any remaining unspent State Urban Highway Account project funds not required for construction of the 50 Higuera Widening Project to the Higuera Complete Streets Project (Specification No. 2001057).

13. 6.c GRANT AGREEMENT WITH SAN LUIS OBISPO MUSEUM OF ART (30 MINUTES)
421
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo finding that a Grant Agreement with the San Luis Obispo Museum of Art is of public benefit in accordance with California Government Code Section 53083 and approving the Grant Agreement” to:

Find that a Grant Agreement serves the public interest of the City of San Luis Obispo by advancing arts and culture,
economic development, and other public benefits; and

1. Approve the Grant Agreement between the City of San Luis Obispo and the San Luis Obispo Museum of Art and authorize the City Manager to execute the agreement in a final form satisfactory to the City Attorney.

2. 7. LIAISON REPORTS AND COMMUNICATIONS
Not to exceed 15 minutes. Council Members report on subcommittee assignments, listed below, and other City activities. At this time, any Council Member or the City Manager may ask a question for clarification, make an announcement, or report briefly on their activities. In addition, subject to Council Policies and Procedures, they may provide a reference to staff or other resources for factual information, request staff to report back to the Council at a subsequent meeting concerning any matter or take action to direct staff to place a matter of business on a future agenda. (Gov. Code Sec. 54954.2) Mayor
Stewart
Vice Mayor
Francis
Council Member
Boswell
Council Member
Marx
Council Member
Shoresman
SLO Council of
Governments
Airport Land Use Community
Action
Partnership
Air Pollution
Control District
Downtown
Association
Board
Regional
Economic Action
Coalition
Nacimiento Water
Project
SLO Climate
Coalition
County Water
Resources
Advisory
Committee
CP Campus
Planning
Committee
CA Men’s
Colony Advisory
Committee
Zone 9 Advisory
Committee
Local Agency
Formation
Commission
Homeless
Services
Oversight
Committee
Performing Arts
Center
Commission
Integrated Waste
Management
Authority
SLO Regional
Transit Authority
Visit SLO
County Advisory
Committee
Central Coast
Clean Energy

8. ADJOURNMENT
The next Regular Meeting of the City Council will be held on March 3, 2026 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

LISTENING ASSISTIVE DEVICES for the hearing impaired - see the Clerk.

The City of San Luis Obispo wishes to make all of its public meetings accessible to the public. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities. Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the City Clerk’s Office at (805) 781-7114 at least 48 hours before the meeting, if possible. Telecommunications Device for the Deaf (805) 781-7410.

City Council meetings are televised live on Charter Channel 20 and the City's YouTube Channel: www.youtube.com/CityofSanLuisObispo. Agenda related writings or documents provided to the City Council are available for public inspection in the City Clerk’s Office located at 990 Palm Street, San Luis Obispo, California during normal business hours, and on the City’s website https://www.slocity.org/government/mayor-and-city-council/agendas-andminutes. Persons with questions concerning any agenda item may call the City Clerk’s Office at (805) 781-7114.

1 Council Minutes
February 3, 2026, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
Council Members

Present:

Council Member Mike Boswell, Council Member Jan Marx,
Council Member Michelle Shoresman, Vice Mayor Emily
Francis, Mayor Erica A. Stewart
City Staff Present: City Manager Whitney McDonald, Christine Dietrick, City Attorney, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CALL TO ORDER
A Regular Meeting of the San Luis Obispo City Council was called to order on February 3, 2026 at 5:30 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

2. PLEDGE OF ALLEGIANCE
Council Member Marx led the Council in the Pledge of Allegiance.

3. PRESENTATIONS

3.a BLACK HISTORY MONTH
Mayor Stewart presented a proclamation declaring February 2026 as Black History Month to John King representing the NAACP San Luis Obispo County Chapter.

3.b INTRODUCTIONS - POLICE DEPARTMENT AND PUBLIC WORKS &

UTILITIES DEPARTMENT
Police Chief Rick Scott introduced Aaron Schafer, Deputy Police Chief.

Public Works & Utilities Director Aaron Floyd introduced Madeline Kascinta, Assistant Public Works Director and Shawna Scott, Assistant Utilities Director.

3.c CITY MANAGER REPORT
City Manager Whitney McDonald provided a report on upcoming projects.

2 4. PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA
Public Comment:

John Pranjic
Shawn Harris
Bob Goldman
Candace DeGeare
Steve Delmartini
Gene Nelson
--End of Public Comment--

5. CONSENT AGENDA
Council Member Boswell asked that Item 5g be pulled from the Consent Agenda.

Vice Mayor Francis asked that Item 5h be pulled from the Consent Agenda.

Public Comment:

None
--End of Public Comment--
Motion By Council Member Marx
Second By Council Member Shoresman
To approve Consent Calendar Items 5a to 5f.

Ayes (5): Council Member Boswell, Council Member Marx, Council Member Shoresman, Vice Mayor Francis, and Mayor Stewart
CARRIED (5 to 0)

5.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND ORDINANCES Waive reading of all resolutions and ordinances as appropriate.

5.b MINUTES REVIEW - JANUARY 20, 2026 COUNCIL MINUTES
Approve the minutes of the City Council meeting held on January 20, 2026.

5.c AMEND THE COUNCIL POLICIES AND PROCEDURES MANUAL AND

THE ADVISORY BODY HANDBOOK TO ADJUST THE ANNUAL

ADVISORY BODY RECRUITMENT PROCESS

1. Adopt Resolution No. 11624 (1026 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California,

3 amending its Council Policies and Procedures Manual,” to account for the change in time of annual recruitment for City Advisory Bodies; and

2. Adopt Resolution No. 11625 (2026 Series) entitled “A Resolution of the City Council of the City of San Luis Obispo, California, amending the Advisory Body Handbook to adjust the annual recruitment, oaths of office, and election of chair and vice chair deadlines”; and

3. Extend the Advisory Body Members’ terms and the elected Chair/Vice Chair terms that expire on March 31, 2026, to expire on June 30, 2026.

5.d AMENDMENT NO. 1 TO AMENDED AND RESTATED EXCLUSIVE

NEGOTIATING AGREEMENT WITH SMART SHARE HOUSING

SOLUTIONS
Approve the draft Amendment No. 1 to Amended and Restated Exclusive Negotiating Agreement with Smart Share Housing Solutions, in a final form satisfactory to the City Attorney.

5.e ADVISORY BODY APPOINTMENT FOR AN UNSCHEDULED VACANCY

ON THE HUMAN RELATIONS COMMISSION
Confirm the appointment of Jennifer Chassman Browne to the Human Relations Commission (HRC) for the remainder of the vacated term expiring June 30, 2026, and a consecutive 4-year term expiring June 30, 2030.

5.f AUTHORIZATION TO ACCEPT TECH CLEAN CALIFORNIA

QUICKSTART GRANT TO SUPPORT LOCAL ENERGY EFFICIENCY

RETROFITS IN MOBILE AND MANUFACTURED HOMES

1. Accept the TECH Clean California QuickStart Award; and

2. Authorize the City Manager, or their designee, to execute the draft grant agreement and related documents and approve the budget changes necessary to appropriate the grant amount upon
acceptance of the grant award; and

3. Authorize the City Manager, or their designee, to execute the draft Community Partnership Agreements Between the City of San Luis Obispo and: Community Action Partnership of San Luis Obispo,

4 Diversity Coalition of San Luis Obispo County, and San Luis Obispo Climate Coalition.

Item pulled from Consent by Council Member Boswell

5.g REVIEW OF A REQUEST TO REMOVE ONE TREE ASSOCIATED WITH THE SLO REP THEATRE PROJECT LOCATED AT 614 MONTEREY
STREET
Community Development Director Tway and City Arborist Walter Gault responded to questions from Council
Public Comments:

Kevin Harris, SLO REP
Daniel Glidden
---End of Public Comment---
Motion By Council Member Boswell
Second By Mayor Stewart
Adopt Resolution No. 11626 (2025 Series) entitled, “Resolution of the City Council of the City of San Luis Obispo, California approving the removal of one (1) Coast Live Oak Tree at 614 Monterey Street and subsequent replanting of one (1) tree on-site and four (4) trees off-site with an Addendum to the Certified Environmental Impact Report.” Ayes (4): Council Member Boswell, Council Member Shoresman, Vice Mayor Francis, and Mayor Stewart
Noes (1): Council Member Marx added for the record "I feel it is a real tragedy of errors, and I don't want to ever see something like this happen in the city again."
CARRIED (4 to 1)
Mayor Stewart announced that due to the large number of people here for Item 7a it will be heard after 5h and then Council will hear Item 6a.

Item pulled from Consent by Vice Mayor Francis

5.h APPROVE A DRAFT LETTER TO LEGISLATORS REGARDING DIABLO

CANYON POWER PLANT

5 Public Comments:

Kara Woodruff
Gene Nelson
Rachel Whalen
Susannah Brown
Ben Lippert
Aaryn Abbott
---End of Public Comment---
Motion By Council Member Shoresman
Second By Vice Mayor Francis
Approve sending a letter to members of the California State Legislature on behalf of the City of San Luis Obispo titled “Request for State Legislation Supporting Coastal Land Conservation and Restoration of Tax Revenue for Impacted School Districts and Local Government Service Providers Related to Diablo Canyon Power Plant”as amended at the meeting.

Ayes (5): Council Member Boswell, Council Member Marx, Council Member Shoresman, Vice Mayor Francis, and Mayor Stewart CARRIED (5 to 0)

7. STUDY SESSION

7.a LAGUNA LAKE GOLF COURSE PROGRAM OPERATIONS AND

MAINTENANCE OVERVIEW STUDY SESSION
Assistant City Manager Scott Collins, Parks and Recreation Director Greg Avakian and Recreation Manager Devin Hyfield provided an in-depth staff report and responded to Council questions.

Public Comments:

Terri Benson
Darren Avrit
Jeff Spevack (Speevack)
Amy Zakaria
Steve Silberstein
Tyler Coari
---End of Public Comment---
ACTION: By consensus the Council provided the following direction:

1. To receive and file the presentation on the Laguna Lake Golf Course Operations and Maintenance.

6 2. To continue operations of the Laguna Lake golf course and move forward on the Pro Shop renovation and the pedestrian/cart bridge replacement projects as soon as possible.

3. Explore ideas (uses) to generate new sources of revenue by looking at how we can utilize some of underutilized space.

6. PUBLIC HEARING AND BUSINESS ITEMS

6.a INTRODUCTION OF AN ORDINANCE TO AMEND MUNICIPAL
CODE CHAPTER 2.40.040 (CAMPAIGN CONTRIBUTION

LIMITATIONS)
Deputy City Manager Greg Hermann and City Clerk Teresa
Purrington provided an overview of the report and responded to questions.

Motion By Council Member Marx
Second By Council Member Boswell
To introduction Ordinance No. 1755 (2026 Series) entitled “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Chapter 2.40.040 of the Municipal Code related to Campaign Contribution Limitations” increasing the per person contribution limit from $250 to $500 with the following correction to the Ordinance:

SECTION 1.
c. The Council has considered and affirms the statement of purpose and intent set forth herein and determines the amended and decreased increased contribution limits adopted herein further and support the stated purpose and intent.

Ayes (5): Council Member Boswell, Council Member
Marx, Council Member Shoresman, Vice Mayor
Francis, and Mayor Stewart

4. CARRIED (5 to 0)

7 8. LIAISON REPORTS AND COMMUNICATIONS
Due to the late hour Liaison Reports and Communication were continued to the next meeting.

9. ADJOURNMENT
The meeting was adjourned at 11:01 p.m. The next Regular City Council Meeting is scheduled for February 17,2026 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

APPROVED BY COUNCIL: XX/XX/202X

City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: February 17, 2026
TO: Mayor and Council
FROM: Timmi Tway, Community Development Director
Prepared By: David Amini, Senior Planner
VIA: Whitney McDonald, City Manager
SUBJECT: ITEM #5C - APPROVAL OF THE 2026-27 COMMUNITY DEVELOPMENT

BLOCK GRANT RECOMMENDATIONS
Staff received the following question regarding the funding recommendations in the staff report. The question is below with staff’s response shown in italics:
1) Staff recommends reallocating $173,943 of city CDBG funds to 5 Cities Homeless Coalition in exchange for an unspecified amount of prior year funding by the County towards the Monterey Family Apartments project. Why doesn’t staff specify amount, as does the County website ($420,380)?
The Monterey Family Apartments project is being awarded $420,380 in prior year funds that were allocated towards other projects in the County. The staff report did not specify the exact amount because this prior year funding is not from the City’s current or previous CDBG allocations and is under the control of the County.

The City only has the ability to authorize the County to re-allocate the $173,943 amount from our 2026-27 allocation, which is to be allocated towards the 5CHC Recuperative Care Facility that lost $173,943 in prior year funds now being given to Monterey Family Apartments.

While the City Agenda Report did not specify the amount, the County’s published notice states that they will allocate $420,380 in prior year funds towards Monterey Family Apartments:
https://www.slocounty.ca.gov/departments/social-services/homeless-servicesdivision

Item 5c
Department: Community Development
Cost Center: 4008
For Agenda of: 2/17/2026
Placement: Consent
Estimated Time: N/A
FROM: Timmi Tway, Community Development Director
Prepared By: David Amini, Senior Planner
SUBJECT: APPROVAL OF THE 2026-27 COMMUNITY DEVELOPMENT BLOCK

GRANT RECOMMENDATIONS

RECOMMENDATION
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving the 2026-27 Community Development Block Grant (CDBG) Program Funding Recommendations” for a total of $284,404 (Attachment A.)

POLICY CONTEXT
The approved funding priorities and proposed funding recommendations from the Human Relations Commission (HRC) align with the City’s Major City Goals for FY 2025-27 for Goal 3, Housing and Homelessness, specifically to:

Support the expansion of housing options for all, and continue to facilitate the production of housing, including the necessary supporting infrastructure, with an emphasis on affordable and workforce housing as well as accessibly connected development. Collaborate with local non-profit partners, non-governmental agencies, the county, the state, and federal governments to advocate for increased funding and implementation of comprehensive and effective strategies to prevent and reduce homelessness.

The 2026-27 CDBG program funding recommendations allow the City to further implement the General Plan 6
th Cycle Housing Element by satisfying the following ongoing programs:

Housing Element Program 1.7 Continue to support local and regional solutions to homelessness by funding supportive programs, services, and housing solutions.

Housing Element Program 4.7 Affirmatively Further Fair Housing.

Housing Element Program 6.17 Financially assist in the development of affordable housing.

Item 5c
Housing Element Program 8.11 Continue to provide resources that support local and regional solutions to meet the needs of the homeless.

DISCUSSION
Background
The CDBG program is administered through the U.S. Department of Housing and Urban Development (HUD) and provides annual grants on a formula basis to states, cities, and counties to develop viable urban communities by providing decent housing and a suitable living environment, and by expanding economic opportunities, principally for low- and moderate-income persons. As an Urban County under the CDBG program, the County of San Luis Obispo allocates funding to local jurisdictions in three separate program areas:

Public Services, Development of Affordable Housing and/or Public Facilities, and Program Administration/Capacity Building. The City of San Luis Obispo is anticipated to receive an estimated allocation for the 2026-27 funding cycle of $458,347 as a participant in San Luis Obispo County’s Urban County Program.

The total funding allocations allowed per category are as follows pursuant to applicable regulations:

Jurisdiction
Estimated
total
Allocation
County
Admin
Allocation
(65% of
20%)
City
Admin
Allocation
(35% of
20%)
City Public
Services
Allocation
(15%)1
City Remaining Funds
Available for 2026-27
Affordable Housing and
Public Facilities (65%)
City of San
Luis Obispo $526,836 $68,489 $36,879 $79,025 $342,443
Available City Funds Total: $458,347
The CDBG Program allows for a 20% Administration allowance. The City and County share the administration portion of funding in a 35% (City) /65% (County) split of the 20% Administration allowance, which was the negotiated split between the City and County as part of the regional effort to administer the reporting and administration requirements for a Consolidated Plan2for the 2025-2029 program years. The City’s 35% of the 20% Administration allowance of funding ($36,879) is evenly divided between Administration and Capacity Building uses, which cover staff time spent administering the CDBG program (Administration), as well as staff time spent planning affordable housing projects through collaboration with regional providers (Capacity Building).

The 15% public services allocation is for applicants proposing service-based activities.

1 Awards made for public services may not exceed 15 percent of the total amount of CDBG funds available pursuant to 42 U.S.C. 5305 (a)(8).
2 The Consolidated Plan is a five-year strategic planning document for the Urban County of San Luis Obispo the “County”) that establishes the goals for the County’ s community development and affordable housing activities. The U.S. Department of Housing and Urban Development ( HUD) requires that San Luis Obispo County outline a vision for an effective and coordinated community development strategy.

Item 5c
The remaining 65% of funding is made available for applicants proposing development of affordable housing or public facilities. The table above illustrates the amount of funds available to distribute for project applications after the administration allocation is removed from the total City allocation.

The City of San Luis Obispo received a total of seven applications for the 2026-27 Community Development Block Grant (CDBG) program, requesting a total of $1,031,792.

A total of $104,025 was requested for the public services category by two separate applicants, and a total of $890,888 was requested for the public facilities/housing projects category by three separate applicants. The full list of applicants and their funding requests is below in Table 1.

Applications were received from Community Partnership of San Luis Obispo (CAPSLO), 5 Cities Homeless Coalition (5CHC), San Luis Obispo Nonprofit Housing Corporation (SLONP), the City of San Luis Obispo, and People’s Self-Help Housing. After allocation of the County’s administration costs, there is $458,347 available for allocation to applicants (up to $79,025 for service-based applications, and $342,443 for affordable housing or public facility projects). The City must submit recommended funding amounts to the County by February 20, 2026. County staff will hold a hearing and present the Action Plan to the Board of Supervisors in April 2026, and subsequently submit the Action Plan to HUD once approved. The 2026 Program Year will begin July 1, 2027, and end June 30, 2028.

Previous Council or Advisory Body Action
On October 21, 2025, the City Council approved the Human Relations Commission’s recommended funding priorities for the 2026-27 CDBG funding year. The ranked priorities established by the City Council are:

1. Provide emergency and transitional shelter, homelessness prevention and services.

2. Develop and enhance affordable housing for low and very-low income persons.

3. Enhance economic development (to include seismic retrofit, economic stability, lowand moderate-income jobs).

4. Promote accessibility and/or removal of architectural barriers for disabled and elderly.

On November 5, 2025, the Human Relations Commission (HRC) reviewed the applications for funding and considered a staff-recommended funding allocation. After deliberation, the HRC approved the staff recommended funding allocation, as follows:

Item 5c
Table 1. HRC-Approved Funding Allocation
City 2026-27 CDBG
Funding
Recommended
Funding
No. Applicant Activity Requested
Public Services
1 Community
Action
Partnership of
San Luis Obispo
(CAPSLO)
CAPSLO Prado Homeless
Services Center (Prado HSC)
2026-27
$67,172.00 $79,025.00
2 Peoples' SelfHelp Housing Supportive Housing Services $11,853.00 $25,000.00 SUBTOTAL $79,025.00 $104,025.00
Housing and Public Facilities
3 San Luis Obispo
Nonprofit Housing
Corporation
(SLONP)
Monterey Family Apartments $173,943.00 $722,388.00
4 Access Support
Network Adriance Court Roofing $70,000.00 $70,000.00
5 CAPSLO Energy
Services Minor Home Repair $98,500.00 $98,500.00
SUBTOTAL $342,443.00 $890,888.00
Administration and Capacity Building
6 City of San Luis
Obispo CDBG Administration $18,439.50 $18,439.50
7 City of San Luis
Obispo Capacity Building $18,439.50 $18,439.50
SUBTOTAL $36,879.00 $36,879.00
TOTAL $458,347.00 $1,031,792.00
A copy of each 2026-27 CDBG application is provided in Attachment B.

Funding Recommendations
Staff is recommending a revision to the HRC funding recommendation to accommodate an important new funding opportunity for the Monterey Family Apartments.

After the HRC convened on November 5, 2025, to approve the funding recommendations, including a $173,943 award to SLONP for the Monterey Family Apartments, SLONP was notified on November 21, 2025, that they had received a tax credit funding allocation from the state. This substantial funding award, which will support the completion of this important project, requires SLONP to close all project financing in March. This

Item 5c
accelerated closing timeline means that SLONP will not be able to use the $173,943 in the 2026-27 CDBG program year initially approved by the HRC, as it will not be available in time for the project’s closing. There was not sufficient time for the HRC to re-evaluate, and for Council to approve, new funding recommendations based on this news to forward to the County by their final Action Plan approval deadline in February.

Based on this very recent news, SLONP, City staff, and County staff worked together to develop an alternative funding solution to allow the Monterey Family Apartments project to move forward.

The County is planning to award SLONP $173,943 in CDBG funds from prior program years in exchange for the City authorizing the County to allocate $173,943 in 2026-27 CDBG Housing and Public Facilities funding toward the 5 Cities Homeless Coalition Recuperative Care Facility project in Arroyo Grande, which was initially allocated the prior year funding that is now being awarded to Monterey Family Apartments.

Therefore, the City’s funding allocation towards the Monterey Family project is proposed to be revised from $173,943 to $0. It is recommended that the City still award the full $70,000 and $98,500 in Housing and Public Facilities funding towards Adriance Court Roofing and CAPSLO Minor Home Repair, respectively.

Staff recommends that Council authorize the County to allocate a portion of the City’s 2026-27 Housing and Public Facilities funds towards the 5 Cities Homeless Coalition Recuperative Care Facility project in exchange for the Monterey Family Apartments project being awarded prior-year funds by the County to allow SLONP to close financing in March to meet the tax-credit deadline.

The revised funding allocation based on staff’s recommendation is below and can be found in Attachment C.

Table 2. Staff-Recommended Funding Allocation
City 2026-27 CDBG
Funding
Recommended
Funding
No. Applicant Activity Requested
Public Services
1 Community
Action
Partnership of
San Luis Obispo
(CAPSLO)
CAPSLO Prado Homeless
Services Center (Prado HSC)
2026-27
$67,172.00 $79,025.00
2 Peoples' SelfHelp Housing Supportive Housing Services $11,853.00 $25,000.00 SUBTOTAL $79,025.00 $104,025.00
Housing and Public Facilities

Item 5c
3 San Luis Obispo
Nonprofit Housing
Corporation
(SLONP)
Monterey Family Apartments $0.00* $722,388.00
4 Access Support
Network Adriance Court Roofing $70,000.00 $70,000.00
5 CAPSLO Energy
Services Minor Home Repair $98,500.00 $98,500.00
SUBTOTAL $168,500.00 $890,888.00
Administration and Capacity Building
6 City of San Luis
Obispo CDBG Administration $18,439.50 $18,439.50
7 City of San Luis
Obispo Capacity Building $18,439.50 $18,439.50
SUBTOTAL $36,879.00 $36,879.00
TOTAL $284,404.00 $1,031,792.00
*Revised to exchange 2026-27 CDBG funds for funding from prior program years. The 2026-27 exchanged funds in the amount of $173,943 intended for Monterey Family Apartments will be allocated by the County towards the 5 Cities Homeless Coalition Recuperative Care Facility project. The Monterey Family Apartments project will receive prior-year CDBG funds from the County allowing SLONP to close financing in March to meet the tax-credit deadline.

Public Engagement
A public hearing was held by the Human Relations Commission (HRC) on November 5, 2025, to provide an opportunity for the public to comment on the funding recommendations for the 2026-27 CDBG funding cycle.

ENVIRONMENTAL REVIEW
The proposed CDBG funding allocations are not considered a “project” under Section 15378 of the CEQA Guidelines.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2026-27
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
Federal $458,347 $248,404
Fees
Total $458,347 $248,404 $ $

Item 5c
The City will receive its share of the award for administration and capacity building. All other funds will be passed from the County directly to the grantees. As described above, the City is not using the full allocation of $458,347 in order to benefit the Monterey Family Apartments.

ALTERNATIVES
Council may modify the recommended funding amounts.

ATTACHMENTS
A – Draft Resolution adopting the 2026-27 CDBG Funding Allocations B – 2026-27 CDBG Applications
C – Draft 2026-27 CDBG Funding Allocations

R ______
RESOLUTION NO. _____ (2026 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, APPROVING THE 2026-27 COMMUNITY

DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM FUNDING

RECOMMENDATIONS
WHEREAS, the City of San Luis Obispo is a participating jurisdiction in the San Luis Obispo Urban County, along with the cities of Arroyo Grande, Atascadero, Morro Bay, Paso Robles, Pismo Beach, and the County of San Luis Obispo; and WHEREAS, said cities and County cooperatively administer several federal grant programs under the provisions of the 2024-26 Cooperative Agreement between the City and County dated September 5, 2023, and under applicable U.S. Department of Housing and Urban Development Department (HUD) rules; and
WHEREAS, pursuant to said agreement, the Urban County Public Participation Plan, and HUD rules, the Human Relations Commission held a public hearing on November 5, 2025, to review applications for Community Development Block Grant (CDBG) funding, consider public comments on community needs and the use of such funds, and recommend funding awards to Council; and
WHEREAS, the Council has considered applications for CDBG funds, public testimony, the Urban County’s proposed One-Year Action Plan, and the HRC and staff recommendations included in the agenda report.

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows:

SECTION 1. Environmental Determination. The project to award CDBG funds is exempt from environmental review as it does not apply to the recommended actions in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

SECTION 2. 2026-27 Community Development Block Grant Program Amendments. The City’s 2026-27 Community Development Block Grant (CDBG) Program allocations are hereby approved per staff’s funding recommendations shown in Exhibit A. The Council authorizes the County to allocate a portion of the City’s 2026-27 CDBG Housing and Public Facilities allocation, in the amount of $173,943.00, to the 5 Cities Homeless Coalition Recuperative Care Facility project, in exchange for the County awarding the Monterey Family Apartments project prior-year CDBG funds. The Community Development Director is authorized to adjust final award amounts based on actual HUD allocations.

SECTION 3. Board of Supervisors Consideration. The Council hereby forwards the above actions to the San Luis Obispo County Board of Supervisors for consideration prior to the Board’s final action on the Urban County’s 2026 Consolidated Plan.

Resolution No. _____ (2026 Series) Page 2
R ______
SECTION 4. Community Development Director Authority. The Community Development Director is authorized to act on behalf of the City in executing grant agreements and other actions necessary to implement the approved Consolidated Plan and CDBG Program, including revisions to funding amounts for the 2026-27 CDBG Program if the City’s actual CDBG allocation is different than expected.

Upon motion of Council Member ___________, seconded by Council Member ___________, and on the following roll call vote:

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _______________ 2026. ___________________________
Mayor Erica A. Stewart
ATTEST:
______________________
Teresa Purrington
City Clerk
APPROVED AS TO FORM:
______________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington
City Clerk

Resolution No. _____ (2026 Series) Page 3
R ______
Exhibit A
Staff-Recommended Funding Allocation
City 2026-27 CDBG
Funding
Recommended
Funding
No. Applicant Activity Requested
Public Services
1 Community
Action
Partnership of
San Luis Obispo
(CAPSLO)
CAPSLO Prado Homeless
Services Center (Prado HSC)
2026-27
$67,172.00 $79,025.00
2 Peoples' SelfHelp Housing Supportive Housing Services $11,853.00 $25,000.00 SUBTOTAL $79,025.00 $104,025.00
Housing and Public Facilities
3 San Luis Obispo
Nonprofit Housing
Corporation
(SLONP)
Monterey Family Apartments $0.00* $722,388.00
4 Access Support
Network Adriance Court Roofing $70,000.00 $70,000.00
5 CAPSLO Energy
Services Minor Home Repair $98,500.00 $98,500.00
SUBTOTAL $168,500.00 $890,888.00
Administration and Capacity Building
6 City of San Luis
Obispo CDBG Administration $18,439.50 $18,439.50
7 City of San Luis
Obispo Capacity Building $18,439.50 $18,439.50
SUBTOTAL $36,879.00 $36,879.00
TOTAL $284,404.00 $1,031,792.00
*Revised to exchange 2026-27 CDBG funds for funding from prior program years. The 2026-27 exchanged funds in the amount of $173,943 intended for Monterey Family Apartments will be allocated by the County towards the 5 Cities Homeless Coalition Recuperative Care Facility project. The Monterey Family Apartments project will receive prior-year CDBG funds from the County allowing SLONP to close financing in March to meet the tax-credit financing deadline.

Printed By: Donna Hawkins on 10/13/2025 1 of 18
Overview
Completed by [email protected] on 10/10/2025 10:15 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
Overview
County of San Luis Obispo
Public Service Grants Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: Donna Hawkins on 10/13/2025 2 of 18
[email protected]
Community Development Block Grant (CDBG), Emergency Solutions Grant Program (ESG), and County General Fund Support (GFS) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County's Department of Social Services - Homeless Services Division website at slocounty.gov/HomelessServicesGrants.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on Friday, October 10, 2025.

If you have any questions about the application process, please contact the Homeless Services Division directly at [email protected].
****************************************
For each Public Service funding source, an overview is available in the County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA). These overviews include program descriptions, federal award information, eligible applicants, eligible activities, eligible beneficiaries, and reporting requirements:
 Section I.C for Community Development Block Grant (CDBG) Overview  Section I.D for Emergency Solutions Grant Program (ESG) Overview  Section I.G for General Fund Support (GFS) Overview
****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review. This may negatively impact scoring of your application.

Printed By: Donna Hawkins on 10/13/2025 3 of 18
A. Applicant Information
Completed by [email protected] on 10/10/2025 10:15 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO) A.2. Type of Organization
Non-Profit
A.2.a. Define Other:

A.3. Please upload the following documentation:
 Proof of Active SAM.gov Registration *Required
SAM-CAPSLO Registration 25-26 screenshot.jpg
A.3.a UEI Number: For more information, visit SAM.GOV
GBL8FWWWCLC5
A.4. Address
1030 Southwood Drive San Luis Obispo , CA 93401--5813
A.5. Is the organization faith based?
No
A.6. Date of Incorporation
12/09/1965
A.7. Please upload the following documentation:
 Incorporation Documents *Required
Articles of Incorporation.pdf
 Organization Mission Statement *Required
CAPSLO Mission Statement.pdf

Printed By: Donna Hawkins on 10/13/2025 4 of 18
 General Liability Insurance *Required
25-26 Cert of Liability Insurance.pdf
A.8. REQUIRED ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS. Has your organization read and understood the insurance requirements listed in “CDBG Example Exhibit D-General Conditions”? Yes
A.9 Annual Operating Budget
$111,548,450.00
A.10 Number of Paid Staff
984
A.11 Number of Volunteers
1,334

CONTACT INFORMATION
A.12 Contact Person Name
Elizabeth "Biz" Steinberg
A.12a. Contact Person Title
Chief Executive Officer
A.12b. Phone Number
(805) 544-4355
A.12c. Email
[email protected]

Printed By: Donna Hawkins on 10/13/2025 5 of 18
B. Applicant Capacity
Completed by [email protected] on 10/10/2025 10:15 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
B. Applicant Capacity
Please provide the following information.

B.1. Describe the organization’s history of receiving and managing grants from County/State/Federal sources.

Since its inception in 1965, CAPSLO has received and successfully managed a variety of grants that address the unmet needs of low-income individuals and families: County - Includes but is not limited to over 20 years of funding from CBO/PHG, DSS, and CDBG funding (since 2002), as well as funding from ESG (since 2004), General Fund Support (since 2012), and more recently, Continuum of Care, CESH, and PLHA grants. State - Includes but is not limited to Office of Emergency Services, Office of Child Abuse Prevention, and Community Services Block Grant funding, which designates CAPSLO as a Community Action Agency. Federal - The majority of CAPSLO's funding comes from the Office of Head Start, which the agency has been receiving since 1965. For over 20 years we've also received funding from the Area Agency on Aging and Low-Income Home Energy Assistance Program (LIHEAP). In 2017, CAPSLO was awarded a Federal Substance Abuse and Mental Health Services Administration (SAMHSA) grant for providing services to dual-diagnosed, chronically homeless individuals in its SLO-Hub program, which was awarded another five-year term in 2024.

B.2. Describe how the organization participates in HMIS, Coordinated Entry, and the San Luis Obispo County Continuum of Care.

CAPSLO is the management entity for the San Luis Obispo (SLO) County Continuum of Care (CoC) Coordinated Entry System (CES), and has served as the management entity since 2016. In FY24, the CES finalized its system transition from CAPSLO’s Client Track database to the CoC’s HMIS, Clarity, enabling more effective data sharing and improved program alignment. CAPSLO participated in the implementation of a centralized Housing Referral system, previously managed separately by housing providers. Housing inventory is now fully integrated into CES, which also integrated the Veterans by Name list into the Community Queue to better coordinate placements with veteran-serving providers. Additionally, CAPSLO is leading the CES implementation of an Emergency Shelter Queue for Individuals and an Emergency Shelter Queue for Families, which launched in FY25 to enhance access to shelter placements through a consistent and fair process, and the initiation of the new CES Data Management Plan. Coordinated Entry has been partnering with CAPSLO shelter staff to configure an “inventory model” that represents each bed in CAPSLO’s Housing Focused Shelter Program (HFSP) and night-by-night shelter programs in Clarity, allowing those units to receive referrals. This past year, CAPSLO employed two additional staff to better fulfill the CES's needs, in addition to the CES Program Manager. These new roles increased the CES’s capacity to coordinate assessments, manage referrals, and support cross-agency collaboration.

CAPSLO worked closely with the SLO CoC to establish the first officially designated CES Oversight Committee, which will include CAPSLO and representatives from other agencies, housing developers, the local public housing authority, and individuals with lived experience, strengthening system accountability and transparency.

B.3. Briefly describe your organization’s auditing requirements (as outlined in 2 CFR § 200.500 and 24 CFR § 5.801), including those for the proposed project.

CAPSLO undergoes an agency-wide, rigorous audit process annually by the firm of Brown Armstrong Certified Public Accountants. The process includes inquiry and observation to understand and evaluate CAPSLO’s internal controls, confirmations, interim testing and compliance audits, and substantive procedural analysis. Critical audit areas include compliance with federal and state awards, expenses for program and support services, accounts payable and accrued

Printed By: Donna Hawkins on 10/13/2025 6 of 18
liabilities, program revenue and unearned deferred revenue, cash, property and equipment, and long-term debt. A summary of the audit is formally presented by Brown Armstrong to both the Audit and Finance Committees of the Board, as well as the full Board of Directors and senior management. Additionally, CAPSLO Homeless Services staff participate in County of San Luis Obispo CDBG and other HUD program reviews and desk audits as required.

B.3.a. Please upload your organization's Most Recent Financial Audit.  Most Recent Financial Audit *Required
Audit 2024.pdf
B.4. Describe the organization’s experience delivering related programs/projects.

For decades, CAPSLO has operated the largest homeless services team and sheltering programs in the county. Currently, 40 Prado Homeless Services Center (HSC) is the only shelter in the county offering nightly emergency shelter beds, which is crucial because the average waiting time for a shelter bed in 90-day programs is between 60 to 90 days. Our program serves those who might be ideal 90-day shelter clients, but there is no available bed for them between the time they identify the need and can be enrolled. We also don't have an upper threshold for duration in our Housing Focused Shelter Program (90-day), unlike other programs in our county. We will continue to provide shelter to individuals and families for as long as they remain engaged with our case management services beyond the initial 90 days. 40 Prado HSC is a low-barrier shelter, and we will take individuals that other shelters in the county will not serve. CAPSLO has taken the lead in pioneering many collaborative and innovative projects to address unmet needs for the homeless, working with other homeless-serving agencies. CAPSLO initiated the Recuperative Care Program, providing respite care and medical case management for medically fragile homeless individuals released from local hospitals, while the Warming/Cooling Center operations as well as the Rotating Safe Parking have expanded as their own grant-funded programs. The SLO-Hub program for dually diagnosed homeless individuals is in its second, five-year SAMHSA grant award. As the number of unsheltered individuals has increased in the county, so has CAPSLO’s outreach team increased in size and scope.

B.5. How will you document and maintain income status or presumed benefit status of each beneficiary? CAPSLO’s Homeless Services Division uses two databases, the county’s HMIS (Clarity), which is now CAPSLO’s Homeless Services Division’s primary database, and CAPSLO’s agency-wide database, Client Track, to track CAPSLO clients across all its programs, and also for SLO-HUB and Recuperative Care additional client data. CAPSLO documents and maintains the income and benefit status of each client with the CES intake form, which is then stored digitally in the Client Track database. Income verification for CDBG/ESG beneficiaries is provided in accordance with 24 CFR Part 5. CAPSLO’s Client Track is an advanced case management system that is used to collect and manage client data associated with assessments on and referrals for individual clients. CAPSLO uses the program for client file management, case management coordination, and service reporting. Both systems keep and store client files such as demographic data, family information, attendance, services accessed, individual daily client activities and incidents, services provided, meals, and referrals. All client information is stored in Client Track’s secure cloud-based system to ensure confidentiality.

B.6. Briefly describe your agency’s record keeping system with relevance to the proposed project.

As described above, CAPSLO participates in the county’s HMIS as required, and also utilizes its own database, Client Track, to collect client data that does not require HMIS entry, such as the CenCal-funded Recuperative Care Program, and SLO-Hub. Both systems keep and store client files such as demographic data, family information, attendance, services accessed, individual daily client activities and incidents, services provided, meals, and referrals.

B.7. Identify all budgeted funds for project related costs. Include leveraged funding to exhibit financial sustainability

Printed By: Donna Hawkins on 10/13/2025 7 of 18
of the project beyond the grant term if awarded.

Approximately 54% of CAPSLO Homeless Services' Division $2.3 million 2024-25 budget was received from various local government grants; the remainder was private donations, Friends of 40 Prado fundraising, and corporate giving. A $5 million grant from the Day One Foundation was received in 2022 but is restricted for housing families, who comprise a small percentage of all shelter clients, leaving a gap for shelter operations. CAPSLO struggles with sustaining the growing operations of the Prado Homeless Services Center. With an increase in homelessness, donor fatigue and donor competition among homeless-serving agencies, sustaining funding for homeless services operations is a significant challenge.

B.8. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown on "CDBG Example D-General Conditions" and "CDBG Example Exhibit E-Special Conditions"?
Yes
B.9. Does your organization comply with the Generally Accepted Accounting Principles (as outlined in 2 CFR § 200)? Yes

Printed By: Donna Hawkins on 10/13/2025 8 of 18
C. Proposed Project & Project
Details
Completed by [email protected] on 10/10/2025 10:16 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
C. Proposed Project & Project Details
Please provide the following information.

C.1. Name of Proposed Project
40 Prado Homeless Services Center
C.2. Project/Program Address
40 Prado Road (Additional services at 1344 Nipomo Street, and 265 South Street, SLO) San Luis Obispo, CA 93401-- 5813
C.3. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Grover Beach - Not eligible for CDBG or ESG
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
 Unincorporated Community
Name of Unincorporated Community:
 Countywide
C.4. Provide a brief narrative of the proposed project, including projected outcomes:

The 40 Prado Homeless Services Center (Prado HSC) in SLO offers an Access Center and emergency shelter services, meals, showers, health screenings at the CHC on-site clinic, behavioral health services from the county’s mobile van, services to dual-diagnosed individuals, recuperative care for those recently released from the hospital, a Warming/Cooling Center during inclement weather, a Safe Parking program, animal kennels, a community garden, laundry, internet access, and a mail and message center to facilitate job and housing searches. Case managers and staff assist clients in creating individualized housing plans with set goals and objectives to obtain housing and selfsufficiency. CAPSLO operates the largest shelter program in SLO County, frequently providing shelter for 130-150 households per night through hoteling, shelter beds at Prado HSC, the Overflow, Safe Parking and Warming/Cooling

Printed By: Donna Hawkins on 10/13/2025 9 of 18
Center Programs. With its new Housing Focused Shelter Program (90-day program), CAPSLO was able to house 221 participants in the 24-25 fiscal year. We project that 250 will be housed, and 1,200 sheltered in 2026-2027.

C.5. For proposed projects serving individuals at risk of or experiencing homelessness, upload your organization's HUD Annual Performance Report (APR) or CE APR generated from HMIS for the previous 12-month period. The report should be run for a single project type and correspond to the project type (Emergency Shelter, Street Outreach, etc.) for which you are applying. This information will be used by the grant review committee to assess past performance, outcomes, and alignment with funding priorities. Please be sure to not include any Client PII, including Clarity ID, along with the reports. Many review committee members will not be HMIS users.

If your organization does not currently have a project in HMIS, please provide a comparable performance report that includes outcome data and performance metrics relevant to your proposed project type.

For guidance on how to run reports in HMIS, please visit the HMIS Knowledge Base.  HUD Annual Performance Report (APR)
CAPSLO APR Access Center 09.01.2024 to 09.01.2025.pdf
CAPSLO APR Entry Exit Shelter Programs 09.01.2024 to 09.01.2025.pdf CAPSLO APR Night by Night Shelter Programs 09.01.2024 to 09.01.2025.pdf C.6. What is the level of need for this activity within SLO County? Please include data to support your answer.

San Luis Obispo County consistently ranks among one of the most expensive areas to live in the nation, with the current median home cost at $1,000,000, while the median household income is $98,312 annually. United Way’s 2025 Real Cost Measure shows a combined income of $107,098 is necessary for a family comprised of two adults and two children to meet basic needs, and two adults would need to work three minimum wage jobs to earn $93,000 per year.

In SLO County, 31% of households live below the Real Cost Measure. The rental vacancy rate has fluctuated between 2-5% over the last ten years, making affordable rentals scarce, and causing even more families to be extremely costburdened, or doubling/tripling up to pay rent. CAPSLO’s Prado Homeless Services Center (Prado HSC) routinely assists over 1,600 unhoused individuals per year. The 2024 San Luis Obispo County biennial Point-in-Time homeless enumeration report, The San Luis Obispo Community Report, showed 1,175 homeless individuals in San Luis Obispo County in January 2024. Of those, 800 were unsheltered, living on the streets, in encampments, or in vehicles. Of those who were unsheltered, 28.8% reported behavioral health illnesses, and 34.3% reported Substance Use Disorder.

When asked about their obstacles to housing, 25.8% reported physical impairments, 8.8% reported medical issues, and 33.6% reported psychiatric impairment. The county's overnight shelters are filled to capacity every night, and families with children are given priority to beds. Those living at and below the poverty level are the most affected, as the cost of Fair Market Value housing far exceeds their income.

C.7. Please upload a timeline for key steps of project implementation.  Timeline *Required
CAPSLO Milestone Timeline 26-27.pdf
C.8. Is this effort new, continuing, or expanding? Please describe.

This effort is all three: continuing, expanding, and new. CAPSLO will be continuing its Housing-Focused Shelter

Printed By: Donna Hawkins on 10/13/2025 10 of 18
Program (HFSP) and a 90-Day bed program, which was launched last year. This housing-first model is focused on connecting clients to housing through rapid engagement with Housing Navigation and problem-solving services. These supplemental services are provided to all participants in the shelter program. Those participating in the HFSP are focused on securing housing, working with their assigned Housing Navigators and Homeless Services Workers to address any obstacles they encounter in their stay at Prado HSC, finding steady employment and/or income, and obtaining all necessary documents for housing. Having a secure place to sleep each night allows clients to better focus on working with their Case Manager and Housing Navigator, who assists clients in developing a housing plan. If appropriate, 30-day extensions are approved for clients who are unable to meet with a Housing Navigator or for those who need more time to secure housing, but have been following through with program requirements. This new system consists of 89 individual and 28 family beds, with 10 of the beds serving as night-by-night shelter beds that can either be filled by the community (for example, CAT teams, Mobile Crisis Units, and hospitals), and 12 Recuperative Care program beds (serving individuals who have recently been discharged from hospitals and would otherwise recover on the street). Participants who are only receiving Access Center services (formerly Day Center) are now able to stay at Prado HSC until 4 pm and are provided with a community dinner. CAPSLO expanded its Street Outreach program by securing a downtown office rented from St Stephen's Episcopal Church, from which additional outreach staff can be rapidly deployed. As 40 Prado HSC accommodates more and more clients, CAPSLO has added more staff, but lacks additional office space at 40 Prado HSC. Other outreach staff are now using CAPSLO offices on South Street as a base. With full funding, Prado HSC could expand its overflow program, adding an additional 10 beds for the community on any given night. This is critical, as Prado HSC will be the only provider in the entire county offering night-by-night emergency shelter beds, providing a life-saving service for the unhoused community. Often, individuals and families have to wait between 60 and 90 days for a shelter bed in the Prado HSFP or the 90-day programs of ECHO or 5CHC. Night-by-night shelter beds give individuals and families access to shelter while they are awaiting enrollment in a longer-term emergency shelter program. With an increased capacity of 40 beds, 40 Prado HSC is operating an expanded Warming Center program, which now operates year-round and is dependent only on the weather, not the time of year. New this year is the Overnight Parking program throughout six rotating sites in the City of San Luis Obispo. CAPSLO will also begin offering a Warming Center in Morro Bay once a location is secured, and in the meantime, outreach workers are connecting Morro Bay homeless residents to services at 40 Prado HSC. Another new service is the County’s behavioral health mobile clinic, which will visit 40 Prado HSC twice weekly.

C.9. Describe how the project will align with a (or multiple) Line(s) of Effort to support the San Luis Obispo Countywide Plan to Address Homelessness (2022-2027).

LOE1: Create affordable and appropriately designed housing opportunities and shelter options for underserved populations – With the increasing number of unhoused individuals in SLO County, the Prado Homeless Services Center (HSC) is now at capacity every night. Families are given shelter priority or individuals, but families are approximately only 20% of shelter participants. Prado HSC continues to be the largest shelter program in SLO CoC, providing emergency shelter for 1,214 non-duplicated individuals in SLO County in FY 24-25, and is currently the only shelter in the county offering nightly emergency beds. LOE 2: Focus efforts to reduce or eliminate the barriers to housing stability for those experiencing homelessness or at risk of homelessness, including prevention, diversion, supportive services, and housing navigation efforts - At CAPSLO, case managers and housing staff assist clients in creating individualized plans with set goals and objectives to obtain housing and self-sufficiency. They screen clients to establish which individuals have the greatest need. For eviction prevention assistance, clients must provide proof of emergency need, participate in the Case Management program and show that they can afford the monthly rent once housed. Case managers continue to work with their housed clients for six months after placement, further supporting their success. LOE 3: Improve and expand data management efforts through HMIS and coordinated entry system to strengthen data-driven operational guidance and strategic oversight. CAPSLO was involved with the County in replacing the HMIS data system. The CES implemented a new Community Queue, so that any CoC participating agency can place an individual on the list for the next available housing opportunity. LOE4: Create, identify, and streamline

Printed By: Donna Hawkins on 10/13/2025 11 of 18
funding and resources - CAPSLO is utilizing CenCal Health funding through CalAIM for Enhanced Case Management and Recuperative Care. In addition, CAPSLO received private funding for homeless families with children. LOE5:

Strengthen Regional Collaboration – CAPSLO’s long-standing tradition of partnering with organizations to enhance and not duplicate services aligns with LOE5. CAPSLO routinely works with other organizations including those within the SLO Supportive Housing Consortium, and actively coordinates with the partner organizations that provide permanent housing. CAPSLO staff identify the best options for the most complicated and challenging situations presented and most often this includes extensive partnerships with other organizations. In its strategic planning process, CAPSLO is intentionally aligning with the San Luis Obispo Countywide Plan to Address Homelessness, 2022-2027. LOE6: Build public engagement through information-sharing and partnership - Monthly Town Hall sessions are being held at Prado HSC, allowing clients to ask questions, air concerns, and provide input. Whenever possible, CAPSLO incorporates peer leadership, especially in outreach activities.

C.10. Select all population(s) expected to be served through this project:
 Adults with children
 Adults without children
 Elderly/Senior
 Parenting Youth
 Persons Experiencing Chronic Homelessness
 Persons At Risk of Homelessness
 Veterans
 Domestic Violence Survivors
 Persons with Disabilities
 Unaccompanied Youth (under 25 years of age)
 Individuals with Co-occurring Disorders (Substance Use and Mental Health)  Low – Moderate Income Persons or Households
C.11. How does your program/service complement and collaborate with existing efforts in the County? Describe how the program/project will increase capacity of services/housing for persons experiencing homelessness and atrisk persons in the County.

CAPSLO has a long-standing tradition of partnering with organizations to enhance, not duplicate, services. With the commitment to providing participants with easier access to care, CAPSLO has worked diligently to collaborate with service providers to bring necessary services on-site. As previously noted, CAPSLO is the Lead Agency in Coordinated Entry and frequently contracts with ECHO and 5CHC. CAPSLO's commitment to and role within CES has allowed it to align programming changes with the strategic goals of the SLO CoC. Specifically, CAPSLO created a universal intake process in HMIS for CES and has increased its CES enrollments by over 100% in the first half of the CES grant year.

More specifically to this proposed program, CAPSLO operates the largest shelter program in SLO County, frequently providing shelter for 130-150 households nightly through hoteling, shelter beds at Prado HSC, and the Overflow and Warming Center Programs. Without proper funding, this critical resource will not be able to continue to operate at capacity and will increase the number of households experiencing unsheltered homelessness in SLO CoC.

Printed By: Donna Hawkins on 10/13/2025 12 of 18
C.12. Describe any consultation with local jurisdictions to gain support for the project.

CAPSLO Homeless Services Division works with the cities of Morro Bay and San Luis Obispo to support their efforts in addressing homelessness. The City of San Luis Obispo, in addition to its CDBG allocation, also supports homeless services operations through its General Fund Support for Safe Parking, Warming Center, hotel vouchers, and outreach for the Bob Jones Bike Trail, as well as homeless prevention through the Human Relation Commission's Grants-in-Aid.

As previously stated, CAPSLO is currently working closely with City of Morro Bay staff to secure a location for a Warming Center.

C.12a. Please attach any letters of support or commitment from local governments or community partners.  Letters of Support *Required
CAPSLO - City of SLO Letter of Support 2025.pdf
C.13. Name partner agencies as applicable and describe how they will be participating in the delivery of the proposed activity.

C.14. Indicate the predicted, unduplicated performance outcome listed below:

Population Number of Individuals
Served
Number of Households
Served
Number of unsheltered persons to become sheltered 530 472 Number of people experiencing homelessness to be
entering permanent housing
225 191
Number of people experiencing Chronic Homelessness
served
598 591
Number of persons At-Risk of Homelessness served 144 134 Number of Unaccompanied Youth served 0 0
Number of Youth At-Risk of Homelessness served 91 91
Number of persons in families with children served 167 58 Total 1,755 1,537

Printed By: Donna Hawkins on 10/13/2025 13 of 18
D. Funding & Eligible Activities
Completed by [email protected] on 10/10/2025 10:16 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
D. Funding & Eligible Activities
Please provide the following information.

D.1. Total Funding Requested
$429,261.00
D.1a. Please upload a Budget & Budget Narrative for the project for which you are applying. The budget narrative should include FTEs to be provided. Please include the value of any matching funding. Project budget must include committed and anticipated funding for total project cost--not just for funding requested in this application.  Budget and Budget Narrative *Required
CAPSLO CDBG-ESG-GFS 26-27 Budget & Narrative.pdf
D.2. Are you requesting CDBG funds?
Yes
D.2a. Amount of CDBG funds requested:
$117,981.00
D.2.b. Please indicate the amount you are requesting for each jurisdiction:

Jurisdiction Amount
Arroyo Grande $0.00
Atascadero $0.00
Morro Bay $9,639.00
Paso Robles $0.00
Pismo Beach $0.00
San Luis Obispo $79,025.00
County $29,317.00
TOTAL $117,981.00
D.2c. Estimated number of unduplicated persons to benefit from CDBG funds:
1,755
D.2d. Estimated number of unduplicated households to benefit from CDBG funds:
1,615
D.2.e. Please select the national objective that best applies to the proposed project. Please refer to "Basically CDBG" or the "CDBG Guide to National Objectives and Eligible Activities" for more information regarding CDBG national objectives.

Printed By: Donna Hawkins on 10/13/2025 14 of 18
Low Moderate Income
LOW/MODERATE INCOME: Select which criteria the proposed project intends to qualify under to meet the Low/Moderate Income objective.

Low/Moderate Income Clientele
D.2.f. Identify all eligible activities that apply to the proposed project:
 Public Services -General
 Operating Costs of Homeless/AIDS Patients Programs
 Senior Services
 Handicapped Services
 Legal Services
 Youth Services
 Transportation Services
 Substance Abuse Services
 Services for Battered and Abused Spouses
 Crime Awareness or Neighborhood Cleanups
 Fair Housing Activities
 Tenant/Landlord/Housing Counseling
 Child Care Services
 Health Services
 Services for Abused and Neglected Children
 Mental Health Services
 Job Training and Job Placement Services
 Subsistence Payments, Homeless Assistance, Rental Housing Subsidies or Security Deposits  Assistance to microenterprises (technical assistance, business support services, and other similar services to owners of microenterprises or persons developing microenterprises) D.2g. Explain how the proposed project meets the selected National Objective:

The proposed project meets the National Objective because 100% of the beneficiaries of the proposed activities will be Low/Moderate income persons. The specific group of persons the proposed project will serve are homeless persons. CAPSLO requests documentation of family/individual income for clients of the 40 Prado Homeless Services Center. This meets the CDBG primary National Objective, since more than 70% of funds received will be expended on activities that benefit Low/Moderate income clients.

Printed By: Donna Hawkins on 10/13/2025 15 of 18
D.2h. Will the services offered by your organization increase or expand as a result of CDBG assistance? Yes
D.2i. Explain how your services will increase or expand as a result of CDBG assistance:

CAPSLO expanded its Street Outreach program by securing a downtown office rented from St Stephen's Episcopal Church, from which additional outreach staff can be rapidly deployed. As 40 Prado HSC accommodates more and more clients, CAPSLO has added more staff, but lacks additional office space at 40 Prado HSC. Other outreach staff are now using CAPSLO offices on South Street as a base. With an increased capacity of 40 beds, 40 Prado HSC is operating an expanded Warming Center program, which now operates year-round and is dependent only on the weather, not the time of year. New this year is the Overnight Parking program throughout six rotating sites in the City of San Luis Obispo. CAPSLO will also begin offering a Warming Center in Morro Bay once a location is secured, and in the meantime, outreach workers are connecting Morro Bay homeless residents to services at 40 Prado HSC. Another new service is the County’s behavioral health mobile clinic, which will visit 40 Prado HSC twice weekly.

D.2j. Describe how the project will directly benefit the populations identified.

The 40 Prado Homeless Services Center directly benefits low-income and very low-income populations who are homeless by providing shelter, providing basic needs such as showers and meals, and engaging them in a partnership with community outreach programs to set them on a path to housing. CAPSLO's system of diversion and case management ensures that homeless individuals across the county are connected to social security benefits, physical and behavioral health care, community resources, available employment training and workforce development programs, and other supportive services that promote long-term health and housing stability.

D.3. Are you requesting ESG funds?
Yes
D.3a. Amount of ESG funds requested:
$135,680.00
D.3b. Please upload your ESG Policies and Procedures for each activity for which you are applying.  ESG Policies and Procedures *Required
CAPSLO HCD Approved Policies & Procedures.pdf
D.3.c. Identify all eligible activities and their amounts that apply to the proposed project:

Eligible Activities Amount Approximate Persons Served
Emergency Shelter $135,680.00 1,755
Street Outreach $0.00 0
Rapid Re-Housing $0.00 0
Homelessness Prevention $0.00 0
HMIS $0.00 0
TOTAL $135,680.00 1,755
D.3.d. ESG Matching Funds (1:1 Match Required)
Funding Source Amount

Printed By: Donna Hawkins on 10/13/2025 16 of 18
Private Donations $135,680.00
TOTAL $135,680.00
D.4. Are you requesting General Fund Support funds?
Yes
D.4a. Amount of GFS funds requested:
$175,600.00
D.4b. Identify all eligible activities that apply to the proposed project:

Amount Approximate
Persons Served
Emergency Shelters $175,600.00 1,755
Safe Parking $0.00 0
Essential Services for Persons Experiencing Homelessness $0.00 0 Warming Centers $0.00 0
Street Outreach $0.00 0
Tenant Based Rental Assistance-TBRA $0.00 0
TOTAL $175,600.00 1,755

Printed By: Donna Hawkins on 10/13/2025 17 of 18
E. Supplemental Documents
Completed by [email protected] on 10/10/2025 10:16 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
E. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application. Multiple files may be uploaded if needed.
 Supplemental Documentation
**No files uploaded

Printed By: Donna Hawkins on 10/13/2025 18 of 18
Submit
Completed by [email protected] on 10/10/2025 10:17 AM Case Id: 30571
Name: 40 Prado Homeless Services Center, CAPSLO -
Address: 2026 40 Prado Road, (Additional services at 1344 Nipomo Street, and 265 South Street, SLO), San
Luis Obispo, CA 93401--5813
Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.
 I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

In addition, the content of the application shall be incorporated as part of the written agreement and, as such, will be used to monitor performance. Activities, commitments, and representations described in the written agreement that are not subsequently made a part of the program/project as funded shall be considered a material contract failure and may result in a repayment of all awarded funds and/or suspension from participation in future funding rounds.

Authorized Representative Signature
Elizabeth "Biz" Steinberg
Electronically signed by [email protected] on 10/10/2025 10:17 AM Authorized Representative Title
Chief Executive Officer

Printed By: Donna Hawkins on 10/13/2025 1 of 19
Overview
Completed by [email protected] on 10/7/2025 7:26 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 Overview
County of San Luis Obispo
Public Service Grants Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: Donna Hawkins on 10/13/2025 2 of 19
[email protected]
Community Development Block Grant (CDBG), Emergency Solutions Grant Program (ESG), and County General Fund Support (GFS) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County's Department of Social Services - Homeless Services Division website at slocounty.gov/HomelessServicesGrants.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on Friday, October 10, 2025.

If you have any questions about the application process, please contact the Homeless Services Division directly at [email protected].
****************************************
For each Public Service funding source, an overview is available in the County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA). These overviews include program descriptions, federal award information, eligible applicants, eligible activities, eligible beneficiaries, and reporting requirements:
 Section I.C for Community Development Block Grant (CDBG) Overview  Section I.D for Emergency Solutions Grant Program (ESG) Overview  Section I.G for General Fund Support (GFS) Overview
****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review. This may negatively impact scoring of your application.

Printed By: Donna Hawkins on 10/13/2025 3 of 19
A. Applicant Information
Completed by [email protected] on 10/5/2025 8:54 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
People's Self-Help Housing
A.2. Type of Organization
Non-Profit
A.2.a. Define Other:

A.3. Please upload the following documentation:
 Proof of Active SAM.gov Registration *Required
PSHH Sam Reg.pdf
A.3.a UEI Number: For more information, visit SAM.GOV
NHC6G8NUGY17
A.4. Address
1060 Kendall Road San Luis Obispo, CA 93401
A.5. Is the organization faith based?
No
A.6. Date of Incorporation
07/01/1970
A.7. Please upload the following documentation:
 Incorporation Documents *Required
PSHHC Articles of Incorporation.pdf
 Organization Mission Statement *Required
PSHH Mission Statement.pdf

Printed By: Donna Hawkins on 10/13/2025 4 of 19
 General Liability Insurance *Required
PSHH COI Umbrella 2025-26.pdf
A.8. REQUIRED ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS. Has your organization read and understood the insurance requirements listed in “CDBG Example Exhibit D-General Conditions”? Yes
A.9 Annual Operating Budget
$20,881,241.00
A.10 Number of Paid Staff
230
A.11 Number of Volunteers
100

CONTACT INFORMATION
A.12 Contact Person Name
June Eastham
A.12a. Contact Person Title
Grants Manager
A.12b. Phone Number
(805) 548-2345
A.12c. Email
[email protected]

Printed By: Donna Hawkins on 10/13/2025 5 of 19
B. Applicant Capacity
Completed by [email protected] on 10/10/2025 12:01 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 B. Applicant Capacity
Please provide the following information.

B.1. Describe the organization’s history of receiving and managing grants from County/State/Federal sources.

People’s Self-Help Housing (PSHH) has substantial history of receiving and managing grants from County, State, and Federal sources – demonstrating financial capacity, feasibility, and sustainability over extended periods. PSHH receives over $750,000 per year, year over year, in federal funds, triggering a Single Audit in compliance with federal regulations.

Major highlights are as follows: 1. Multiple Capital CDBG grants through the Central Coast for the construction of affordable housing properties over several decades. 2. Community Development Block Grant (CDBG) funding from Ventura County and City for over five years to Supportive Housing Program (SHP) services 3. County of San Luis Obispo Continuum of Care (CoC) funding for FY23-24 4. CDBG funding from San Luis Obispo CoC jurisdictions for SHP services over multiple years 5. An American Rescue Plan (ARPA) award of $200,000 for SHP services in SLO County 6. City of Santa Barbara funding for SHP services at our Victoria Hotel and Heath House properties 7. City of Santa Maria CDBG capital funding for an Education Department learning center rehabilitation 8. Regular regional, state, and federallysponsored grants and forgivable loans to the Multifamily Housing development Department to bring new and continued affordable housing properties 9. $1,000,000+ in Paycheck Protection Program (PPP) funding 10. Recurring HUD Technical Assistance funding 11. Continuous renewal of the HUD Service Coordinators in Multifamily Housing funding, renewal dependent on compliant financials and programmatic outcomes within renewal guidelines. 12. California State Parks Outdoor Equity Education (CSP-OEE) funding for education program expansion over a five-year period.

B.2. Describe how the organization participates in HMIS, Coordinated Entry, and the San Luis Obispo County Continuum of Care.

For CoC-participating units, PSHH records unit availability, client intake, service provision, record-keeping, and ongoing updates through the Homeless Management Information System (HMIS), ensuring all Supportive Housing Program participants and housing units are registered and their progress is tracked in alignment with federal standards. PSHH utilizes the Coordinated Entry System for selection of new residents for its CoC-participating housing units, which ranks eligible individuals with the greatest needs based on standardized vulnerability assessments. All vacancies in PSHH’s dedicated homeless set-aside units are filled via CoC referrals, and the organization collaborates closely with the Coordinated Entry team to ensure countywide prioritization goals are met. PSHH is a key partner in the San Luis Obispo County Continuum of Care (CoC), regularly collaborating with other service providers and CoC members, government agencies, and stakeholders to implement a Housing First approach, provide comprehensive case management, share data, and participate in governance and planning activities. The organization helps match prioritized individuals to available housing resources and maintains compliance with CoC standards and policies.

B.3. Briefly describe your organization’s auditing requirements (as outlined in 2 CFR § 200.500 and 24 CFR § 5.801), including those for the proposed project.

For CoC-participating units, PSHH records unit availability, client intake, service provision, record-keeping, and ongoing updates through the Homeless Management Information System (HMIS), ensuring all Supportive Housing Program participants and housing units are registered and their progress is tracked in alignment with federal standards. PSHH utilizes the Coordinated Entry System for selection of new residents for its CoC-participating housing units, which ranks

Printed By: Donna Hawkins on 10/13/2025 6 of 19
eligible individuals with the greatest needs based on standardized vulnerability assessments. All vacancies in PSHH’s dedicated homeless set-aside units are filled via CoC referrals, and the organization collaborates closely with the Coordinated Entry team to ensure countywide prioritization goals are met. PSHH is a key partner in the San Luis Obispo County Continuum of Care (CA-614), regularly collaborating with other service providers and CoC members, government agencies, and stakeholders to implement a Housing First approach, provide comprehensive case management, share data, and participate in governance and planning activities. The organization helps match prioritized individuals to available housing resources and maintains compliance with CoC standards and policies.

B.3.a. Please upload your organization's Most Recent Financial Audit.  Most Recent Financial Audit *Required
PSHH Audit FYE24 reduced.pdf
B.4. Describe the organization’s experience delivering related programs/projects.

PSHH has provided SHP services to residents free of charge for over 22 years. The program has been designed and continuously adapted in direct response to needs expressed and observed across service clients, particularly as housing instability challenges have evolved. These clinical case management services help retain residents, even when they face challenges such as lease violations and nonpayment of rent, keeping eviction rates near zero. SHP usage in San Luis Obispo County has leveled out at around 62% of PSHH's nearly 2,200 households annually, only a few points lower than the peak of the pandemic. These clinical case management services help retain residents, even when they face challenges such as lease violations and nonpayment of rent, keeping eviction rates near zero. SHP usage in San Luis Obispo County has leveled out at around 62% of PSHH’s 943 County households annually, only a few points lower than the peak of the pandemic. PSHH was a member of the original CoC cohort when the Continuum of Care was founded in San Luis Obispo County, rejoining only a few years ago. This reintegration includes incorporating new County units opening during the grant period and expanding HMIS participation across properties, with all vacancies in HMISparticipating units now filled through Coordinated Entry System referrals following Housing First principles. The organization continues to provide Supportive Services, Rental Assistance, and Permanent Housing as a key member of the CoC, employing effective strategies such as Housing First principles, Progressive Engagement, and income enhancement efforts for people experiencing homelessness.

B.5. How will you document and maintain income status or presumed benefit status of each beneficiary? PSHH safely collects and verifies information on family size, income, disability, and senior status in accordance with federal HUD and USDA regulations as part of a household’s application process prior to move-in at a PSHH property.

Once residing at a PSHH rental property, every household’s income and size is recertified annually including those receiving services through Supportive Housing Program (SHP), for which grant funding is sought. In most cases, household income may not exceed 60% of the Area Median Income (AMI) at move-in. Household size, income, disability, and senior status information is stored in PSHH’s tenant database, which is easily cross referenced with the client database maintained by the Supportive Housing Program. The SHP database is specifically configured to generate reports aligned with performance metrics and reporting requirements, ensuring we can provide accurate data on income increases and economic stability outcomes. Our documentation process includes obtaining signed releases of information at intake, collecting pay stubs or employer verification for earned income, securing award letters for Social Security, SSI/SSDI, and other benefits, and documenting SNAP, TANF, and other public assistance through benefit verification systems. For participants with no income, we complete standardized self-declaration forms and conduct follow-up verification as required by HUD and/or USDA guidelines. All documentation is date-stamped, reviewed by supervisory staff for completeness and accuracy, and maintained in secure filing systems with restricted access to ensure confidentiality.

Printed By: Donna Hawkins on 10/13/2025 7 of 19
B.6. Briefly describe your agency’s record keeping system with relevance to the proposed project.

PSHH uses two parallel databases relevant to the program that document beneficiary information to maintain compliance. The first is the organization’s resident database which is maintained by the Property Management Department, which stores information on every PSHH household, including members, ages, race, ethnicity, income at move-in, and income level at the most recent recertification. The second is the HIPPA-compliant SHP program database, used for storage of case management records and maintained by our clinical social workers. This second database includes case files containing notes tagged for specific services rendered and is easily cross-referenced to the resident database. The tags such as crisis intervention, healthcare service referrals, food assistance, transportation, counseling, and legal services are relevant to various outcomes, outputs, and funder reports. Both system databases maintain documentation of presumed benefit status for households experiencing homelessness. All records are secured with restricted access, date-and-time stamped for audits, and retained for the standard set by federal and state regulations.

The dual-system approach guarantees accurate data collection and reporting across all funding streams and maintains integrity of performance metrics across program requirements.

B.7. Identify all budgeted funds for project related costs. Include leveraged funding to exhibit financial sustainability of the project beyond the grant term if awarded.

Unincorporated San Luis Obispo budgeted funds: Avila Beach Community Foundation, $2,700 PSHH Property Service & Program Revenue, $264,720 City of San Luis Obispo budgeted funds: City of San Luis Obispo grants, $13,500 PSHH Property Service & Program Revenue, $181,594
B.8. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown on "CDBG Example D-General Conditions" and "CDBG Example Exhibit E-Special Conditions"?
Yes
B.9. Does your organization comply with the Generally Accepted Accounting Principles (as outlined in 2 CFR § 200)? Yes

Printed By: Donna Hawkins on 10/13/2025 8 of 19
C. Proposed Project & Project
Details
Completed by [email protected] on 10/7/2025 7:22 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 C. Proposed Project & Project Details
Please provide the following information.

C.1. Name of Proposed Project
Supportive Housing Program for Community Members at Risk of Homelessness C.2. Project/Program Address
1060 Kendall Road San Luis Obispo , CA 93401
C.3. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Grover Beach - Not eligible for CDBG or ESG
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
 Unincorporated Community
Name of Unincorporated Community:

Oceano, Los Osos, Avila Beach, Cambria, Templeton
 Countywide
C.4. Provide a brief narrative of the proposed project, including projected outcomes:

The Supportive Housing Program provides clinical case management through licensed and associate clinical social workers serving residents across 30 County affordable rental properties. Services are free, confidential, voluntary, and provided in English and Spanish with bilingual staff serving a predominantly Latinx population (80% of clients), with residents never placed on waiting lists for immediate access to support. Social workers deliver crisis intervention, financial assistance coordination, healthcare navigation, behavioral health support, and proactive outreach to residents facing eviction risk. Strategic partnerships with CenCal Health Enhanced Care Management, County Behavioral Health, and emergency assistance providers enable comprehensive coordinated care for individuals with complex needs. The program is expanding with a new property opening in the City of San Luis Obispo and, while not part of this CDBG project, one additional property in Grover Beach to serve growing demand countywide. The

Printed By: Donna Hawkins on 10/13/2025 9 of 19
program will serve approximately 1,400 persons and 500 households annually, maintaining near-zero eviction rates among extremely vulnerable populations (57% extremely low-income, 27% very low-income) through clinical intervention.

C.5. For proposed projects serving individuals at risk of or experiencing homelessness, upload your organization's HUD Annual Performance Report (APR) or CE APR generated from HMIS for the previous 12-month period. The report should be run for a single project type and correspond to the project type (Emergency Shelter, Street Outreach, etc.) for which you are applying. This information will be used by the grant review committee to assess past performance, outcomes, and alignment with funding priorities. Please be sure to not include any Client PII, including Clarity ID, along with the reports. Many review committee members will not be HMIS users.

If your organization does not currently have a project in HMIS, please provide a comparable performance report that includes outcome data and performance metrics relevant to your proposed project type.

For guidance on how to run reports in HMIS, please visit the HMIS Knowledge Base.  HUD Annual Performance Report (APR)
PSHH_HUD_HMIS_AnnualPerformanceReport_[FY2024].pdf
C.6. What is the level of need for this activity within SLO County? Please include data to support your answer.

San Luis Obispo County faces a critical gap between the need for stable, affordable housing and available resources, with housing insecurity threatening thousands of low-income households. PSHH residents mirror this vulnerability:
57% are extremely low-income, 27% are very low-income, and 12% are low-income, placing nearly all served households at elevated risk of homelessness without ongoing supportive services. In January 2024, the County's Pointin-Time Count identified 1,175 individuals experiencing homelessness on a single night, with nearly one-third (339) being seniors aged 55 and older. Current shelter capacity can accommodate only 20–30% of those in need on any given night, and the five-year Consolidated Plan projects the need for housing solutions for an additional 2,050 people by 2030 to meet County goals. The 2023 poverty rate in San Luis Obispo County was 12.8%, above the state average.

Over half of renter households (56%) are rent-burdened, devoting more than 30% of income to housing costs. With median rents ranging from $2,400 to $2,644 per month in late 2025, and a two-adult household requiring an annual income of $76,161 to meet basic needs, extremely low-income and very low-income households face constant housing instability. According to the California Housing Partnership's 2023 Housing Needs Report, San Luis Obispo County requires an additional 13,000 affordable rental homes to meet the needs of its low-income residents. Only 9% of homes are affordable to a family earning median household income, and the County rank high on my lists of least affordable areas in the United States, with one of the largest factors being a lack of naturally occurring affordable housing. This shortage disproportionately affects very low-income and extremely low-income households, the exact populations served by PSHH. PSHH's resident population exemplifies the housing insecurity crisis, with 57% earning extremely low incomes (typically 30% or less of Area Median Income), 27% earning very low incomes (31–50% AMI), and 12% earning low incomes (51–80% AMI), these households are extraordinarily vulnerable to economic shocks, eviction, and homelessness. Many residents struggle with mental health challenges, substance use issues, or are transition-age youth—populations that benefit critically from the Supportive Housing Program's clinical case management and housing stabilization services. The Community Foundation's Housing & Homelessness reports document persistent barriers including limited affordable rental options, scarcity of non-congregate beds, and disproportionate impacts on Indigenous and Latinx communities, underscoring the need for culturally tailored supportive housing. The intersection of a sizable unsheltered population, limited system capacity, elevated poverty, acute housing cost burdens, and the extreme income vulnerability of PSHH's resident population demonstrates that

Printed By: Donna Hawkins on 10/13/2025 10 of 19
San Luis Obispo County's need for expanded Supportive Housing Program services is both high and urgent. Enhanced clinical case management, housing-focused supportive services, and targeted financial assistance are vital to prevent homelessness among the County's most vulnerable low-income households and close the gap between need and available resources.

C.7. Please upload a timeline for key steps of project implementation.  Timeline *Required
PSHH Timeline.pdf
C.8. Is this effort new, continuing, or expanding? Please describe.

This effort is expanding. PSHH has provided the Supportive Housing Program (SHP) continuously for over 22 years, establishing a track record of preventing homelessness and stabilizing vulnerable households across San Luis Obispo County. The program is now undergoing expansion to meet growing demand driven by new property developments and increased service utilization rates. The 53 unit Cleaver and Clarks Commons is opening in December 2026, where grant funds will be applied. The organization is expanding the total number of SHP staff, consisting of licensed and associate clinical social workers, to maintain appropriate client-to-staff caseload ratios as the portfolio grows.

Comprehensive professional development is being provided to all new and existing Supportive Housing Program staff to ensure high-quality, evidence-based service delivery across the expanding service area.

C.9. Describe how the project will align with a (or multiple) Line(s) of Effort to support the San Luis Obispo Countywide Plan to Address Homelessness (2022-2027).

The Supportive Housing Program (SHP) as whole serves all CDBG jurisdiction with the County of San Luis Obispo. The Supportive Housing Program aligns directly with Line of Effort 2 of the San Luis Obispo Countywide Plan to Address Homelessness by reducing barriers to housing stability through comprehensive supportive services, housing navigation, and prevention efforts. SHP provides housing-focused case management and services through the provision of clinical case management and onsite care that builds capacity, well-being, and personal resiliency for residents transitioning from housing instability. PSHH is actively increasing Supportive Housing Program staff to keep pace with new property developments and providing professional development for new and existing staff as the organization expands San Luis Obispo County's affordable housing stock, including new homeless set-aside units. This directly supports the Plan's strategy to increase staff capacity for coordinated entry, outreach, and housing case management while meeting best-practice client-to-staff ratios. PSHH is expanding our housing inventory and system integration. While CoC-participating units are not included in this proposal, PSHH is entering many new homeless setaside units into Continuum of Care participation which will utilize HMIS and associated processes, which aligns with the Plan's emphasis on using the coordinated entry system as the foundation for service assessment. This includes units at Beacon Studios, opening with 78 units, most homeless set-asides, including 35 Transition Age Youth (TAY) units. PSHH provides housing in non-CoC-participating units to 146 households, comprised of 323 residents, who were homeless prior to move-in. The organization commits to placing at least 10% of each newly developed property to homeless set-aside units. Targeted Services for Subpopulations: SHP targets housing units and program services to diverse subpopulations experiencing homelessness, including veterans, Transition Age Youth, individuals living with disabilities, and those classified as chronically homeless. This approach directly addresses the Plan's strategy to target program services to subpopulations with specific needs while ensuring services are culturally appropriate and vary based on household makeup and support requirements.[1] Homelessness Prevention and Stabilization: SHP provides ongoing homelessness prevention services to all residents, as the program is designed to build housing security. The organization serves many residents who qualify as low-income and are at risk of homelessness, even if not immediately homeless prior to move-in. PSHH has increased temporary financial support funding by tens of thousands

Printed By: Donna Hawkins on 10/13/2025 11 of 19
of dollars per year over the last two years through private donations and community support organizations, helping residents with rent, unpaid utilities, and other household needs. This aligns with the Plan's diversion and prevention strategies to help households stabilize through temporary financial support. Behavioral Health Integration: SHP provides short-term behavioral health support and connects residents to longer-term behavioral health services. The program has partnered with CenCal Health to provide Enhanced Care Management (ECM), offering person-centered, comprehensive care coordination for individuals with highly complex health and social needs, including those experiencing homelessness or serious health conditions. This partnership directly supports the Plan's emphasis on expanding behavioral health services and creating active partnerships with healthcare providers to better support people with complex needs. Culturally Responsive Services: PSHH provides ongoing diversity, equity, and inclusion professional development for all Supportive Housing Program staff and prioritizes hiring bilingual/bicultural service providers. The program enhances security and ability to engage with and build community among formerly homeless residents. These efforts align with the Plan's strategies to implement culturally and linguistically responsive programs, improve access for people with limited English proficiency, and create opportunities for formerly homeless persons to participate in mutually supportive neighborhoods.

C.10. Select all population(s) expected to be served through this project:
 Adults with children
 Adults without children
 Elderly/Senior
 Parenting Youth
 Persons Experiencing Chronic Homelessness
 Persons At Risk of Homelessness
 Veterans
 Domestic Violence Survivors
 Persons with Disabilities
 Unaccompanied Youth (under 25 years of age)
 Individuals with Co-occurring Disorders (Substance Use and Mental Health)  Low – Moderate Income Persons or Households
C.11. How does your program/service complement and collaborate with existing efforts in the County? Describe how the program/project will increase capacity of services/housing for persons experiencing homelessness and atrisk persons in the County.

PSHH collaborates through the Supportive Housing Program with organizations throughout San Luis Obispo County, creating a comprehensive network of wraparound services that links residents to health, social services, and employment programs. SHP social workers act as advocates and connectors, helping stabilize households and build resiliency by facilitating access to services residents would otherwise struggle to navigate. Clinical case managers routinely coordinate appointments, assist with intake processes, and provide mediation, language support, and service navigation assistance. SHP complements DHHS services by helping residents anticipate and mitigate challenges before they occur, reducing staff time and program resources invested by County agencies. Partnerships and working

Printed By: Donna Hawkins on 10/13/2025 12 of 19
relationships enable SHP social workers to act as advocates and connectors, helping stabilize households and build resiliency by facilitating access to services that residents would otherwise struggle to navigate. The following selection of partnerships, formalized through Memoranda of Understanding (MOUs), demonstrates how integrated care coordination enhances housing stability and reduces barriers to mainstream benefits: SLO County Behavioral Health:

PSHH coordinates with SLO County Behavioral Health to connect residents to voluntary wraparound supports— including case management, therapy, crisis response, and life skills—that help them stabilize and maintain housing.

On-site Health Clinics: Free, on-site primary care removes transportation and cost barriers for uninsured residents, supporting early intervention, chronic condition management, and better health outcomes that promote housing stability. Emergency One-Time Assistance Partnerships (Starfish Connection, South SLO County Womenade, and Womenade SLO): When urgent expenses like utilities, transportation, or medical copays threaten housing stability, PSHH case managers quickly coordinate direct payments to providers, helping residents bridge short-term crises and maintain housing. CenCal Health Enhanced Care Management Partnership: Eligible residents with complex health needs receive coordinated care through a dedicated Lead Care Manager who organizes medical, behavioral, dental, and social services across multiple systems. This partnership streamlines access to comprehensive supports, addressing both clinical and social determinants of health in one integrated model. VA Supportive Housing (VASH) Partnership: PSHH coordinates closely with VA social workers to provide integrated case management for homeless veterans and veterans at imminent risk of homelessness. VASH-voucher holders receive priority placement, moving to the top of waiting lists for both dedicated VASH units and other available units across PSHH properties. This coordinated intake and shared case management model ensures rapid housing placement and wraparound support that promotes long-term housing stability for veterans. SHP annual usage remains elevated at approximately 62% of PSHH's 948 households, demonstrating sustained need for clinical case management.. The household count will rise to 1001 by the end of the grant period. SHP significantly increases the County's capacity to serve community members at risk of homelessness, including those previously homeless and those at risk due to low-income status. PSHH provides SHP services across 30 County affordable rental properties, where we serve approximately 1,100 persons and 500 households annually. About 85% of client households are very low-income or extremely low-income, placing them at elevated risk without ongoing supportive services. This homelessness prevention focus addresses a critical gap by stabilizing vulnerable households before they enter the homeless services system. The program is expanding staff capacity to accommodate the 79-unit Beacon Studios (opening December 2026) and 53-unit Cleaver and Clark Commons (opening March 2026), with comprehensive professional development for all staff. PSHH has increased temporary financial support funding by tens of thousands of dollars annually, providing assistance for rent, utilities, and household needs. Over the past five years, PSHH has housed 314 homeless community members. While this grant will not fund CoC-participating units, many formerly homeless residents live in non-CoC units and benefit from SHP clinical case management that prevents returns to homelessness. The program provides ongoing diversity, equity, and inclusion professional development and prioritizes hiring bilingual/bicultural service providers. Latinx households account for 80% of clients served, with services in English and Spanish and live telephone translation available in any language. By expanding service capacity for low-income households at risk, providing prevention services, serving formerly homeless residents in non-CoC units, and building culturally responsive delivery, SHP significantly increases the County's capacity to prevent and reduce homelessness among its most vulnerable populations.

C.12. Describe any consultation with local jurisdictions to gain support for the project.

PSHH’s commitment to providing Supportive Housing Program services is built into the affordable housing framework starting with property development. Support for the Supportive Housing Program is integrated into PSHH's property development process from the earliest planning stages, with supportive services functioning as a core component of the organization's commitment to building quality affordable housing. PSHH engages in consultation with local jurisdictions, the Continuum of Care, various County departments and boards, and organizational partners to ensure that each new affordable housing development includes dedicated resources for comprehensive case management and housing stabilization services. County CDBG capital funding has been provided to many PSHH properties during

Printed By: Donna Hawkins on 10/13/2025 13 of 19
construction, with the supportive services offered by SHP serving as a critical component of funding decisions. This demonstrates how local jurisdictions view the Supportive Housing Program as essential infrastructure that enhances the viability and long-term success of affordable housing developments. SHP is currently supported by City of Morro Bay CDBG funds and has been approved for portions of County of San Luis Obispo Continuum of Care funding. The project is also supported by the City of San Luis Obispo municipal grant funds, County CBO/PHG funding, and County ARPA funds. This multi-jurisdictional support reflects broad recognition among local government partners that the Supportive Housing Program is essential to the success of affordable housing development and the County's homelessness response strategy.

C.12a. Please attach any letters of support or commitment from local governments or community partners.  Letters of Support *Required
DRR_SLO County Services Letter 2024 signed.docx
C.13. Name partner agencies as applicable and describe how they will be participating in the delivery of the proposed activity.

C.14. Indicate the predicted, unduplicated performance outcome listed below:

Population Number of Individuals
Served
Number of Households
Served
Number of unsheltered persons to become sheltered 0 0
Number of people experiencing homelessness to be
entering permanent housing
8 8
Number of people experiencing Chronic Homelessness
served
0 0
Number of persons At-Risk of Homelessness served 338 192 Number of Unaccompanied Youth served 0 0
Number of Youth At-Risk of Homelessness served 50 43
Number of persons in families with children served 70 0 Total 466 243

Printed By: Donna Hawkins on 10/13/2025 14 of 19
D. Funding & Eligible Activities
Completed by [email protected] on 10/7/2025 7:26 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 D. Funding & Eligible Activities
Please provide the following information.

D.1. Total Funding Requested
$50,000.00
D.1a. Please upload a Budget & Budget Narrative for the project for which you are applying. The budget narrative should include FTEs to be provided. Please include the value of any matching funding. Project budget must include committed and anticipated funding for total project cost--not just for funding requested in this application.  Budget and Budget Narrative *Required
Public Services - Proposed Budget Draft PSHH.xlsx
D.2. Are you requesting CDBG funds?
Yes
D.2a. Amount of CDBG funds requested:
$50,000.00
D.2.b. Please indicate the amount you are requesting for each jurisdiction:

Jurisdiction Amount
Arroyo Grande $0.00
Atascadero $0.00
Morro Bay $0.00
Paso Robles $0.00
Pismo Beach $0.00
San Luis Obispo $25,000.00
County $25,000.00
TOTAL $50,000.00
D.2c. Estimated number of unduplicated persons to benefit from CDBG funds:
466
D.2d. Estimated number of unduplicated households to benefit from CDBG funds:
243
D.2.e. Please select the national objective that best applies to the proposed project. Please refer to "Basically CDBG" or the "CDBG Guide to National Objectives and Eligible Activities" for more information regarding CDBG national objectives.

Printed By: Donna Hawkins on 10/13/2025 15 of 19
Low Moderate Income
LOW/MODERATE INCOME: Select which criteria the proposed project intends to qualify under to meet the Low/Moderate Income objective.

Low/Moderate Income Clientele
D.2.f. Identify all eligible activities that apply to the proposed project:
 Public Services -General
 Operating Costs of Homeless/AIDS Patients Programs
 Senior Services
 Handicapped Services
 Legal Services
 Youth Services
 Transportation Services
 Substance Abuse Services
 Services for Battered and Abused Spouses
 Crime Awareness or Neighborhood Cleanups
 Fair Housing Activities
 Tenant/Landlord/Housing Counseling
 Child Care Services
 Health Services
 Services for Abused and Neglected Children
 Mental Health Services
 Job Training and Job Placement Services
 Subsistence Payments, Homeless Assistance, Rental Housing Subsidies or Security Deposits  Assistance to microenterprises (technical assistance, business support services, and other similar services to owners of microenterprises or persons developing microenterprises) D.2g. Explain how the proposed project meets the selected National Objective:

The Supportive Housing Program meets the CDBG Low/Moderate Income (LMI) national objective under the Limited Clientele category, as the program serves a documented client population where over 95 percent qualify as low and moderate income persons, far exceeding the 51 percent threshold required. The program's income profile demonstrates this clearly, with 57% extremely low-income, 27% very low-income, and 12% low-income residents.

PSHH maintains comprehensive documentation of household income through HUD-required certification at move-in

Printed By: Donna Hawkins on 10/13/2025 16 of 19
and annual recertification thereafter, with all data stored in the resident database and cross-referenced with the Supportive Housing Program client database. This documentation process ensures clear compliance with the LMI Limited Clientele national objective.

D.2h. Will the services offered by your organization increase or expand as a result of CDBG assistance? Yes
D.2i. Explain how your services will increase or expand as a result of CDBG assistance:

CDBG assistance will enable the Supportive Housing Program to expand services to accommodate increasing numbers of VA Supportive Housing (VASH) voucher holders throughout the County, who receive priority placement at the top of waiting lists when units become available. The program will also expand to serve residents at non-CoC units at Beacon Studios, opening in the City of San Luis Obispo in December 2026. This expansion requires hiring a minimum of one additional licensed or associate clinical social worker to maintain appropriate client-to-staff caseload ratios as service demand grows. CDBG funding will support comprehensive professional development for all new and existing Supportive Housing Program staff to ensure high-quality, evidence-based service delivery across the expanding service area. The program will establish new Memoranda of Understanding (MOUs) with partner organizations to enhance service delivery, strengthen referral pathways, and enhance wraparound supports for vulnerable residents. The program will continue to deepen and diversify partnerships with community organizations, healthcare providers, and County agencies to provide new and modified services that better address evolving client needs, where utilization rates remain elevated at approximately 62% of County households annually.

D.2j. Describe how the project will directly benefit the populations identified.

The Supportive Housing Program directly benefits all identified populations through comprehensive clinical case management and housing stabilization services delivered by licensed and associate clinical social workers across 29 County affordable rental properties. Adults with Children: The program serves families with children through crisis intervention, financial assistance coordination for household needs, healthcare navigation for pediatric and family care, and school-related support services. Social workers help families access childcare resources, educational supports, and emergency assistance for rent and utilities that prevent housing instability and keep children in stable home environments. Adults without Children: Single adults and couples without children receive individualized case management addressing employment barriers, healthcare access, mental health support, and financial stability. Social workers provide counseling services, crisis intervention, and connections to community resources that build personal resiliency and long-term housing stability. Elderly/Senior: Senior residents, who comprised nearly one-third of the County's homeless population in the January 2024 Point-in-Time Count, receive specialized support including healthcare navigation for chronic condition management, assistance accessing Medicare and Social Security benefits, transportation coordination for medical appointments, and connections to senior-specific services. On-site health clinic partnerships remove transportation and cost barriers for uninsured seniors, while social workers provide advocacy for age-related housing accommodations. Persons At Risk of Homelessness: With 96% of residents qualifying as low-income or below (57% extremely low-income, 27% very low-income, 12% low-income), the program principally serves households at elevated risk of homelessness. Social workers provide proactive outreach when property managers identify residents experiencing challenges, coordinate emergency financial assistance for urgent expenses like rent and utilities, and offer crisis intervention that prevents eviction and maintains housing stability. Veterans:

Veterans receive coordinated case management through the VA Supportive Housing (VASH) partnership, where PSHH social workers collaborate with VA social workers to provide integrated services. VASH voucher holders receive priority placement at the top of waiting lists for both dedicated VASH units and other available units across PSHH properties, with wraparound supports that address service-related disabilities, healthcare needs, and benefits navigation. Persons with Disabilities: Residents with disabilities receive behavioral health support, coordination with SLO County Behavioral Health for voluntary wraparound services including therapy and crisis response, healthcare

Printed By: Donna Hawkins on 10/13/2025 17 of 19
navigation for disability-related medical needs, and assistance accessing disability benefits and accommodations. The CenCal Health Enhanced Care Management partnership provides person-centered comprehensive care coordination for individuals with highly complex health and social needs through dedicated Lead Care Managers who organize medical, behavioral, dental, and social services. Unaccompanied Youth (under 25 years of age): While PSHH does serve Transition Age Youth, all TAY units are participating the Continuum of Care and not covered by this grant program. Low-Moderate Income Persons or Households: The program meets the CDBG Low/Moderate Income national objective through the Limited Clientele category, with over 95% of clients qualifying as LMI persons. PSHH documents household income according to HUD standards at move-in and through annual recertification, with all data stored in the resident database and cross-referenced with the Supportive Housing Program client database.

Clinical case management services prevent housing loss among extremely vulnerable low-income households, maintaining near-zero eviction rates and preventing entries into the homeless services system.

D.3. Are you requesting ESG funds?
No
D.3a. Amount of ESG funds requested:
$0.00
D.3b. Please upload your ESG Policies and Procedures for each activity for which you are applying.  ESG Policies and Procedures *Required
**No files uploaded
D.3.c. Identify all eligible activities and their amounts that apply to the proposed project:

Eligible Activities Amount Approximate Persons Served
TOTAL $0.00 0
D.3.d. ESG Matching Funds (1:1 Match Required)
Funding Source Amount
TOTAL $0.00
D.4. Are you requesting General Fund Support funds?
No
D.4a. Amount of GFS funds requested:
$0.00
D.4b. Identify all eligible activities that apply to the proposed project:

Amount Approximate
Persons Served
TOTAL $0.00 0

Printed By: Donna Hawkins on 10/13/2025 18 of 19
E. Supplemental Documents
Completed by [email protected] on 10/7/2025 7:25 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 E. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application. Multiple files may be uploaded if needed.
 Supplemental Documentation
PSHH C14. Regional Outcomes.pdf

Printed By: Donna Hawkins on 10/13/2025 19 of 19
Submit
Completed by [email protected] on 10/10/2025 12:02 PM
Case Id: 30590
Name: Supportive Housing Program, Peoples' Self-Help
Address: Housing - 2026 1060 Kendall Road, San Luis Obispo , CA 93401 Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.
 I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

In addition, the content of the application shall be incorporated as part of the written agreement and, as such, will be used to monitor performance. Activities, commitments, and representations described in the written agreement that are not subsequently made a part of the program/project as funded shall be considered a material contract failure and may result in a repayment of all awarded funds and/or suspension from participation in future funding rounds.

Authorized Representative Signature
June Eastham
Electronically signed by [email protected] on 10/10/2025 12:02 PM Authorized Representative Title
Grants Manager

Printed By: Donna Hawkins on 10/13/2025 1 of 20
Overview
Completed by [email protected] on 10/9/2025 4:18 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
Overview
County of San Luis Obispo
Affordable Housing Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: Donna Hawkins on 10/13/2025 2 of 20
[email protected]
Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County’s Department of Social Services – Homeless Services Division website at slocounty.gov/HomelessServicesGrants.

All applications must meet the eligibility criteria and requirements set forth in the NOFA and the respective funding program regulations. The Urban County of San Luis Obispo receives funding from local, state, and federal sources including Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG). Please be aware that the CDBG, HOME, and ESG fund sources are not permitted to support activities or projects located in the City of Grover Beach.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on October 10, 2025.

If you have any questions about the applications process, please contact the Homeless Services Division directly at [email protected].
****************************************
For each Affordable Housing funding source, an overview is available that includes program description, federal award information, eligible applicants, eligible activities, eligible beneficiaries, and reporting in the County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA):
 Section I.C for Community Development Block Grant (CDBG) Overview  Section I.E for HOME Investment Partnerships Program (HOME) Overview ****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Printed By: Donna Hawkins on 10/13/2025 3 of 20
A. Applicant Information
Completed by [email protected] on 10/9/2025 5:27 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
San Luis Obispo Nonprofit Housing Corporation
A.2. Type of Organization
Non-Profit
A.2.a. Define Other:

A.3. UEI Number: For more information, visit SAM.GOV
DKJWAFNQ2JN4
A.3.a. Please upload proof of active SAM.gov registration for your organization.  Proof of Active SAM.gov Registration *Required
A.03.a. SLONP SAM.gov Registration.pdf
A.4. Address
487 Leff Street San Luis Obispo, CA 93401
A.5. Is the organization faith based?
No
A.6. Date of Incorporation
10/16/1991
A.7. Please upload the following documentation:
 Organizational Chart *Required
A.7 - SLONP Org Chart.pdf
 Incorporation Documents *Required
A.7. - COI Insurance for SLONP.pdf

Printed By: Donna Hawkins on 10/13/2025 4 of 20
A.7. - EOP Insurance for SLONP.pdf
A.7 - SLONP Articles of Incorporation.pdf
A.7 - SLONP Bylaws 2017.pdf
A.7 - SLONP Cert _ Legal Disclosure.pdf
A.7 - SLONP Certificate of Good Standing - 2022-6-14.pdf A.7 - SLONP Evidence fo Tax-exempt status - IRS 501(c)(3).pdf A.7 - SLONP Signature Block.docx
A.7 - SLONP Statement of Information - 2023-3-18 Signed.pdf  General Liability Insurance *Required
A.7. - COI Insurance for SLONP.pdf
A.7. - EOP Insurance for SLONP.pdf
A.7 - SLONP Articles of Incorporation.pdf
A.7 - SLONP Bylaws 2017.pdf
A.7 - SLONP Cert _ Legal Disclosure.pdf
A.7 - SLONP Certificate of Good Standing - 2022-6-14.pdf A.7 - SLONP Evidence fo Tax-exempt status - IRS 501(c)(3).pdf A.7 - SLONP Signature Block.docx
A.7 - SLONP Statement of Information - 2023-3-18 Signed.pdf A.8. REQUIRED ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS. Has your organization read and understood the insurance requirements listed in “Example Exhibit D - General Conditions”? Yes
A.9. Annual Operating Budget
$1,577,868.00
A.10. Number of Full-Time Paid Staff
1 A.11. Number of Part-Time Paid Staff
0 A.12. Number of Volunteers
0 CONTACT INFORMATION
A.13. Contact Person Name
Matt Leal
A.13a. Contact Person Title
Project Manager

Printed By: Donna Hawkins on 10/13/2025 5 of 20
A.13b. Phone Number
(805) 391-1063
A.13c. Email
[email protected]

FINANCE CONTACT INFORMATION
A.14. Finance Contact Person Name
Ken Litzinger
A.14a. Finance Contact Person Title
CFO
A.14b. Finance Phone Number
(805) 594-5304
A.14c. Finance Email
[email protected]

Printed By: Donna Hawkins on 10/13/2025 6 of 20
B. Applicant Capacity
Completed by [email protected] on 10/9/2025 1:13 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
B. Applicant Capacity
Please provide the following information.

B.1. Describe your organization’s history of receiving and managing grants from County/State/Federal sources.

B.1. Describe your organization’s history of receiving and managing grants from County/State/Federal sources. SLONP, and The Fort Group (partner) have received and managed grants since both organizations’ incorporation, which totals over 30 years. There have been a variety of grants received and managed including but not limited to; HOME, CDBG, T-29, Project Homekey, AFH, RDA, CARES, ROSS, Decarbonization, and HTF. To manage the variety of grants, there are systems in place to track and manage regulation compliance and reporting to the respective grantor. As the County knows, some of these grants may be set up as soft loans.

B.2. Briefly list any recent development projects your organization has proposed, is currently working on, and/or has recently completed (regardless of funding source).

There are about fifteen (15) projects in the pipeline at various stages. Recently, the Anderson Hotel project and Shell Beach Senior have stabilized and converted from construction to permanent financing. There are three (3) that will be completed in the 4 - 5 months, including Maxine Lewis, Bridge Street Phase I, and Cleaver and Clark Commons. Two (2) projects are under construction, which include Monterey Senior, and Arroyo Terrace. And finally at the predevelopment stage there are nine (9) projects, which, two (2) will be requesting funding in this round.

B.3. Briefly describe your organization’s auditing requirements (as outlined in 2 CFR § 200.500 and 24 CFR § 5.801), including those for the proposed project.

SLONP administers Federal, State, and Local grants, and has strong systems and controls in place. SLONP will provide the record-keeping services for the project. SLONP undergoes annual audits by an independent CPA firm.

B.3.a. Please upload your organization's Most Recent Financial Audit.  Most Recent Financial Audit *Required
B.3.a. SLONP Audited Financials.pdf
B.4. Briefly describe your organization’s record keeping system with relevance to the proposed project.

SLONP owns and operates hundreds of deed restricted housing units in San Luis Obispo County. It is accustomed to keeping detailed records regarding income eligibility for all programs. Additionally, the Housing Authority of San Luis Obispo (HASLO) will be the management agent for this housing. HASLO has many years of experience in maintaining record keeping and accounting in conformity with HUD and State regulations. Staff are certified in low-income housing compliance. Projects are audited annually, and reports are provided to all funding sources. Detailed accounting records are maintained for all project costs and audited by third party auditing firms.

B.5. Describe how your organization will document and maintain income status of each beneficiary in compliance with regulations?

Printed By: Donna Hawkins on 10/13/2025 7 of 20
As the managing agent, HASLO will perform all income certifications. HASLO has certified compliance specialists on staff with years of experience. At the housing application/intake stage income and asset information will be collected from each client, with back up documentation. Files will be maintained and available for county inspection. HASLO currently performs income and compliance certifications for over 3,000 clients annually.

B.6. Describe your project staff’s experience and capacity to comply with Section 3 requirements (as outlined in 24 CFR Part 75).

Our team has worked with County staff closely over the years to satisfy Section 3 as outlined in 24 CFR Part 75. The Director of Construction ensures that Section 3 language is included in the relevant construction documents and requests for proposals for contractors. Our team also provides the annual reports per the County’s request.

B.7. If the County allocated funds to your organization in previous years, do any of those funds remain unspent? Yes
B.7.a. Please provide the following information:

Project Name Funding Source and Year Remaining Amount
Monterey Family CDBG 2025 $321,866.00
Monterey Family T-29 2025 $69,448.00
$391,314.00
B.8. Does your organization comply with the Generally Accepted Accounting Principles as outlined in 2 CFR § 200? Yes

Printed By: Donna Hawkins on 10/13/2025 8 of 20
C. Proposed Project & Project
Details
Completed by [email protected] on 10/9/2025 4:33 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
C. Proposed Project & Project Details
Please provide the following information.

C.1. Name of Proposed Project
Monterey Family Apartments
C.2. What is the estimated total project completion cost? $52,926,816.00
C.3. Project/Program Address(es)
1422 Monterey Street San Luis Obispo, CA 93401
C.4. Accessor's Parcel Number(s).
001-137-015, 001-137-013
C.5. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
 City of Grover Beach - Not eligible for CDBG or HOME
 Unincorporated Community
Name of Unincorporated Community:
 Countywide
C.6. Will the project require any acquisitions?
Yes
C.6.a. Please upload the following documentation:

Printed By: Donna Hawkins on 10/13/2025 9 of 20
 Appraisal of Property *Required
C.6.a - HASLO Monterey St Apts SLO Land Appr.pdf
C.6.b. What is the proposed purchase amount?
$3,800,000.00
C.6.c. What is the anticipated escrow closing date?
11/18/2026
C.7. Will the current owner, residential occupants, and/or commercial occupants be displaced by the project? No
C.7.a. Please upload the following documentation:
 Relocation Plan or Certified Tenant Notifications *Required **No files uploaded
C.7.b. Will the displacement be temporary or permanent? C.7.c. How long will the displacement last?
C.7.d. Describe how the relocation costs will be paid. Include these costs in your Sources and Uses document.

C.8. Provide a complete description of the proposed project and proposed outcomes:

See questions C12 and C 13 below.

C.8.a. Number and Unit Type (size) of Proposed Units Created and/or Rehabilitated:

Unit Type (Size) Created Units Rehabbed Units
0 br 3
1 br 20
2 br 14
3 br 14
C.8.b. Of the total number of new units created, how many will be deed-restricted? 50 C.9. Please upload a timeline for key steps of project implementation. Include key steps or phases of project implementation such as, but not limited to, the following: predevelopment, financing, use permitting, construction permitting, demolition, grading, construction finance close, construction milestones, placed in service date, permanent loan conversion, etc.
 Timeline *Required

Printed By: Donna Hawkins on 10/13/2025 10 of 20
C.9. - Project Timeline - Monterey Crossing Family.pdf
C.10. Please upload a complete set of drawing/plans. Also include any maps or photos available.  Maps, Photos, Drawings, Plans *Required
C.10. Aerial- Map- Photos Monterey Crossing Senior.pdf
C.10. Project Plans (ARCH-0020-2022) Entitlement Set.pdf C.11. Please upload the Most Recent Market Study for the project. The market study is required for HOME funding.

It is not required but is recommended for all other funding.  Most Recent Market Study
C.11. Market Study Monterey St Apts SLO Family 4.15.2025.pdf C.12. Describe site and neighborhood standards including proximity to services, transportation, and employment:

The project site is located in the northern portion of the City within a mixed-use neighborhood comprised of singlefamily homes and commercial properties. The project site is accessible from Monterey St. Residents will have access to transit options right along Monterey St. and the site is within walking distance of numerous amenities including Grocery, Pharmacy, Parks, Library, Medical and Senior Services. The site slopes uphill from Monterey St. with approximately 11’ of elevation difference. The project minimizes potential impacts to and from adjacent properties by locating commercial activities and open space areas towards Monterey Street and residential uses above the commercial towards the center of the property to provide adequate separation from the existing single-family residences in the adjacent R-2 zoning district. The vicinity is developed with a mix of commercial and residential uses that is conducive to a mixed-use project at this location. The project’s proposed common area is located along Monterey Street, which is oriented toward the commercial frontage, minimizing potential adverse impacts from nonresidential project noise to the adjacent residential neighborhood.

C.13. Describe in detail the current zoning designation of the project site.

The project has obtained all land use entitlements from the San Luis Obispo Planning Commission for a new 86,180 square foot mixed use project consisting of 55 senior affordable units and 51 family affordable units and 4,336 of commercial space and a three-story parking garage and associated various exceptions, concessions and development waivers.

C.14. Describe in detail the current land use of the project site.

The site is vacant.

C.15. Explain how the site’s current land use and zoning designation are, or are not, consistent with the proposed project.

The Project site is vacant and the site is fully entitled for the proposed use.

C.16. Provide an explanation of efforts and a timetable to obtain the necessary jurisdictional amendments to bring forth the project.

N/A The project is fully entitled.

Printed By: Donna Hawkins on 10/13/2025 11 of 20
C.17. Have necessary Land Use Permits and/or Construction Building Permits been issued? Yes
C.17a. If yes, what is their current expiration date(s)? D. Yes, project is fully entitled and in 4th round of building plan check. A Building permit ready letter is anticipated to be in hand in December.

C.17b. If no, indicate when the permit(s) will be applied for or issued:

C.18. Describe how the project will align with a Line of Effort (or multiple Lines of Effort) to support the San Luis Obispo Countywide Plan to Address Homelessness (2022-2027).

The project aligns with LOE 1, LOE 4 - The project creates new affordable housing and proposes to use CDBG to support affordable housing, while also leveraging tax credits. LOE 4(D)(3)) In addition, the City of San Luis Obispo can pool its CDBG with the County to speed up housing development, and thus in this scenario provide local support to address our funding gap.

C.19. Select all population(s) expected to be served through this project and include number of units expected for each chosen population:
 Low-/moderate-income households
Expected number of units:
 Multifamily
Expected number of units:
51  Age Restricted (including seniors)
Expected number of units:
 Persons Experiencing Homelessness
Expected number of units:
 Persons with Disabilities
Expected number of units:
 Person Experiencing Chronic Homelessness
Expected number of units:

Printed By: Donna Hawkins on 10/13/2025 12 of 20
 Farmworkers
Expected number of units:
 Veterans
Expected number of units:
 Domestic Violence Survivors
Expected number of units:
 Unaccompanied Youth (under 25 years of age)
Expected number of units:

C.20. Has your organization previously received a grant to serve any of the populations expected to be served?? Yes
C.20a. Provide a brief description of those grant activities and the outcomes you achieved:

SLONP have successfully received grants for several development projects. These projects have positively contributed to the lack of affordable housing in San Luis Obispo County.

C.21. Please name partner agencies as applicable and describe how they will participate in the delivery of the proposed project:

The proposed project will complement the county’s efforts by providing affordable housing to those that meet the definition of low to moderate income. In our project’s case, developing new affordable housing for seniors. The agencies that we collaborate with are a part of the Commission on Aging and include but are not limited to SLO Health Agency, AmeriCorps Seniors, and Adult Services.

C.22. Does the proposed project have support from the community? Yes
C.22a. Please upload any letters of support or commitment from local governments or community partners.  Letters of Support
**No files uploaded
C.23. Has an environmental review been completed, CEQA and/or NEPA?  Yes - CEQA Review Complete

Printed By: Donna Hawkins on 10/13/2025 13 of 20
 No - CEQA Review Not Complete
 Yes - NEPA Review Complete
 No - NEPA Review Not Complete
 Yes - Both Have Been Completed
 No - Neither Have Been Completed
C.24. Has a Phase I or Phase II environmental assessment been conducted for the property? Yes
C.24a. Please upload the following documentation:
 Environmental Assessment, Phase I or II *Required
C.24.a. 2024-0925_1422-1480 Monterey Street Phase I ESA.pdf C.25. Has a Phase I or Phase II archeological/historical survey been conducted at the project site? Yes
C.25a. Please upload the following documentation:
 Archeological/Historical Survey, Phase I or II *Required C.25.a. Albion Phase I report for 1422 Monterey Street project.pdf C.26. List and describe any known hazards-e.g., asbestos, radon, lead-based paint, storage tanks – aboveground, underground. Please enter “N/A” if not applicable.

N/A- All materials have been removed previously.

C.27. Is the project on a property designated or been determined to be potentially eligible for designation as a local, state, or national historical site?
No
C.28. Are the building(s)/structure(s) located on a historic site or within a local historic district? No
C.29. Is the project located within a 100-year and/or 500-year flood zone? No
C.29a. How will the project mitigate potential flooding on the site? C.29b. Does your organization have flood insurance for the project site?

Printed By: Donna Hawkins on 10/13/2025 14 of 20
C.30. Will demolition be required?
No
C.31. Are there any existing buildings on the project property that were constructed prior to 1978? No
C.31a. Has an asbestos risk assessment report(s) been prepared for the building(s)? C.31b. Has the building(s) been abated for asbestos?
C.31c. Has a lead hazard risk assessment report(s) been prepared for the building(s)? C.31d. Has the building(s) been abated for lead paint?
C.31e. Will children occupy the building(s)?
C.31f. Indicate the age range of the children that will occupy the building:

Printed By: Donna Hawkins on 10/13/2025 15 of 20
D. Funding & Eligible Activities
Completed by [email protected] on 10/9/2025 5:24 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
D. Funding & Eligible Activities
Please provide the following information.

D.1. Total Project Funding (include all Sources and Uses of funding) $53,745,426.00
D.1.a. Please upload a Sources & Uses document for your proposed project:
 Sources and Uses *Required
D.01.a Monterey Family Proforma v6.00 Local Funding 100925.pdf D.1.b. Please upload all Commitment Letters for Funds. Required to demonstrate the 25% HOME matching funds; not required but recommended for all other funding requests.  Commitment Letters for Funds *Required
D.01.b Banc of Cal Construction & Perm Loan.pdf
D.01.b HASLO Commitment Letter - Monterey Family.pdf
D.01.b HASLO PBV Commitment Letter - Monterey Family.pdf D.01.b HCD IIG Award Letter - Monterey Family.pdf
D.01.b HTF Commitment - Monterey Family.pdf
D.1.c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? The project will size debt reflective of at least a 1.15 debt service coverage ratio for the permanent mortgage.

Additionally, we maintain an operating reserve budget for additional contingency. The project will also feature a replacement reserve with regular contributions to ensure long term building operating is maintained.

D.1.d. Please upload the 20-Year Pro Forma for the project to demonstrate continued viability and affordability of the project for at least 20 years.
 Pro Forma (20-year) *Required
D.01.d. 20 year Proforma - Monterey Family.xlsx
D.2. Are you requesting HOME funds?
Yes

Printed By: Donna Hawkins on 10/13/2025 16 of 20
D.2.a. Amount of HOME funds requested:
$869,961.00
D.2.b. Proposed number of HOME-assisted (deed-restricted) units:
3 D.2.c. HOME Matching Funds:

Sources Amount
HASLO Public Funds Loan $2,681,125.00
$2,681,125.00
D.2.d. Identify all eligible activities that apply to the proposed project:
 Acquisition
 Rehabilitation
 Relocation
 Demolition
 Site Preparation
 New Construction
 Multi-Family
 Single Family
D.2.e. Please indicate the number and type of all units CREATED Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Studio 2
1-Bedroom 7
2-Bedroom 7
3-Bedroom 8
Studio 1
1-Bedroom 8
2-Bedroom 5
3-Bedroom 4
1-Bedroom 5
2-Bedroom 2
3-Bedroom 1
Total 24 18 8 0 0
D.2.f. Is your project for REHABILITATION of existing units only? No

Printed By: Donna Hawkins on 10/13/2025 17 of 20
Please indicate the number and type of all EXISTING Units:

Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
Please indicate the number and type of all units AFTER rehabilitation Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
D.3. Are you requesting CDBG funds?
Yes
D.3.a. Amount of CDBG funds requested:
$722,388.00
D.3.b. Identify all eligible activities that apply to the proposed project:
 Acquisitions
 Rehabilitation
 Demolition
 Clearance and Site Preparation - In anticipation of a HOME funded project D.3.c. Are at least 51% of the units in the project designated as low-/moderate-income units? Yes
D.3.d. How many new deed-restricted units will be constructed with CDBG funds? 50 D.3.e. Estimated number of unduplicated households to benefit from CDBG funds:

Beneficiary Type Estimated Number
Unduplicated Households 50
D.3.f. Please select the national objective that best applies to the proposed project.

Please refer to "Basically CDBG" or the "CDBG Guide to National Objectives and Eligible Activities" for more information regarding CDBG national objectives.

Low Moderate Income
LOW/MODERATE INCOME: Select which criteria the proposed project intends to qualify under to meet the Low/Moderate Income objective.

Housing
SLUM OR BLIGHT: Select which criteria the proposed project intends to qualify under to meet the Slums or Blight

Printed By: Donna Hawkins on 10/13/2025 18 of 20
objective
D.3.g. Explain how the proposed project meets the selected National Objective:

The project meets the National Objective by benefiting low/moderate income households and persons through supporting the creation of affordable housing.

D.3.h. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown as “Example Exhibit D - General Conditions” and “Example Exhibit E - Special Conditions”.

Yes

Printed By: Donna Hawkins on 10/13/2025 19 of 20
E. Supplemental Documents
Completed by [email protected] on 10/9/2025 5:29 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
E. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application. Multiple files may be uploaded if needed.
 Supplemental Information
24b. org docs.pdf
24b.Certified Copies Acknowledgment.pdf
26b. Certified LLC Registration- The Fort Group LLC.pdf 26e. Certificate of Standing Fort Group.pdf
22a. Fort Group Cert.pdf
22b. Statement of Info- Fort Group LLC.pdf
22c.Org Chart- The Fort Group, LLC.pdf
22d. Fort Group LLC Signature Block.docx

Printed By: Donna Hawkins on 10/13/2025 20 of 20
Submit
Completed by [email protected] on 10/9/2025 5:30 PM
Case Id: 30594
Name: Monterey Family Apartments - 2026
Address: 1422 Monterey Street, San Luis Obispo, CA
93401
Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.
 I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

In addition, the content of the application shall be incorporated as part of the written agreement and, as such, will be used to monitor performance. Activities, commitments, and representations described in the written agreement that are not subsequently made a part of the program/project as funded shall be considered a material contract failure and may result in a repayment of all awarded funds and/or suspension from participation in future funding rounds.

Authorized Representative Signature
Matt Leal
Electronically signed by [email protected] on 10/9/2025 5:29 PM Authorized Representative Title
Project Manager

Printed By: Donna Hawkins on 10/13/2025 1 of 19
Overview
Completed by [email protected] on 10/9/2025 3:32 PM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
Overview
County of San Luis Obispo
Affordable Housing Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: Donna Hawkins on 10/13/2025 2 of 19
[email protected]
Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County’s Department of Social Services – Homeless Services Division website at slocounty.gov/HomelessServicesGrants.

All applications must meet the eligibility criteria and requirements set forth in the NOFA and the respective funding program regulations. The Urban County of San Luis Obispo receives funding from local, state, and federal sources including Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG). Please be aware that the CDBG, HOME, and ESG fund sources are not permitted to support activities or projects located in the City of Grover Beach.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on October 10, 2025.

If you have any questions about the applications process, please contact the Homeless Services Division directly at [email protected].
****************************************
For each Affordable Housing funding source, an overview is available that includes program description, federal award information, eligible applicants, eligible activities, eligible beneficiaries, and reporting in the County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA):
 Section I.C for Community Development Block Grant (CDBG) Overview  Section I.E for HOME Investment Partnerships Program (HOME) Overview ****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Printed By: Donna Hawkins on 10/13/2025 3 of 19
A. Applicant Information
Completed by [email protected] on 10/6/2025 11:16 AM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
Access Support Network
A.2. Type of Organization
Non-Profit
A.2.a. Define Other:

A.3. UEI Number: For more information, visit SAM.GOV
TKGWRKNCNKP1
A.3.a. Please upload proof of active SAM.gov registration for your organization.  Proof of Active SAM.gov Registration *Required
EntityInformation_20250823-150920.pdf
A.4. Address
1320 Nipomo St. San Luis Obispo, CA 93401
A.5. Is the organization faith based?
No
A.6. Date of Incorporation
05/26/1988
A.7. Please upload the following documentation:
 Organizational Chart *Required
2025 SLO, SB, MC, SBn Org Chart.pdf
 Incorporation Documents *Required
Articles of Incorporation.pdf

Printed By: Donna Hawkins on 10/13/2025 4 of 19
3422662_Commercial Package Policy 01-CP-0000449-01-27.PDF 3422666_Accident Policy 07-AC-0000449-01-12.PDF
3422669_Commercial Umbrella Policy 01-UB-0000449-01-18.PDF 3432884_Commercial Package Endo 001 01-CP-0000449-01-27.PDF  General Liability Insurance *Required
Articles of Incorporation.pdf
3422662_Commercial Package Policy 01-CP-0000449-01-27.PDF 3422666_Accident Policy 07-AC-0000449-01-12.PDF
3422669_Commercial Umbrella Policy 01-UB-0000449-01-18.PDF 3432884_Commercial Package Endo 001 01-CP-0000449-01-27.PDF A.8. REQUIRED ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS. Has your organization read and understood the insurance requirements listed in “Example Exhibit D - General Conditions”? Yes
A.9. Annual Operating Budget
$3,050,000.00
A.10. Number of Full-Time Paid Staff
22 A.11. Number of Part-Time Paid Staff
3 A.12. Number of Volunteers
55 CONTACT INFORMATION
A.13. Contact Person Name
David Kilburn
A.13a. Contact Person Title
Executive Director
A.13b. Phone Number
(805) 242-3345
A.13c. Email
[email protected]

FINANCE CONTACT INFORMATION
A.14. Finance Contact Person Name

Printed By: Donna Hawkins on 10/13/2025 5 of 19
Rick Hossli
A.14a. Finance Contact Person Title
Finance Coordinator
A.14b. Finance Phone Number
(805) 459-0553
A.14c. Finance Email
[email protected]

Printed By: Donna Hawkins on 10/13/2025 6 of 19
B. Applicant Capacity
Completed by [email protected] on 10/9/2025 2:26 PM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
B. Applicant Capacity
Please provide the following information.

B.1. Describe your organization’s history of receiving and managing grants from County/State/Federal sources.

The Access Support Network (ASN) has proudly served San Luis Obispo County for over 40 years, expanding its reach to now serve four counties: San Luis Obispo, Monterey, San Benito, and Santa Barbara. ASN delivers a wide range of health and supportive services to individuals and communities in need. The organization has earned a strong reputation as a reliable and accountable recipient of local, county, state, and federal grant funding. Because ASN receives more than $750,000 in federal funds annually, it is subject to the Single Audit requirements. Throughout its history, ASN has maintained an exemplary compliance record, with no findings reported in any individual grant audit or agency-wide Single Audit.

B.2. Briefly list any recent development projects your organization has proposed, is currently working on, and/or has recently completed (regardless of funding source).

While ASN does not currently have any active housing development projects, the organization is deeply focused on advancing health programs that promote health equity among the most underserved populations in our communities.

ASN is at the forefront of innovation with the development of a pilot program designed to treat hepatitis C using a “rapid start” treatment protocol. This program incorporates a newly developed point-of-care testing device capable of providing HCV RNA results in less than one hour, allowing clients to begin treatment immediately. The California Department of Public Health has recognized ASN’s leadership in this area and is collaborating with the organization to establish best practices that maximize treatment success and improve cure rates for individuals living with hepatitis C.

B.3. Briefly describe your organization’s auditing requirements (as outlined in 2 CFR § 200.500 and 24 CFR § 5.801), including those for the proposed project.

ASN’s annual audit is conducted in accordance with Generally Accepted Auditing Standards (GAAS) and the Government Accountability Office (GAO) Standards for Audits of Governmental Organizations, Programs, Activities, and Functions. The audit also complies with the requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200—Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), formerly referred to as A-133. Audit procedures are tailored to meet the specific needs of nonprofit organizations and include tests of documentary evidence supporting recorded transactions. When appropriate, auditors may confirm certain assets and liabilities directly with funding sources, creditors, and financial institutions.

During the audit, written representations are obtained from management regarding the accuracy of financial statements and related matters, including a formal management representation letter signed by the Executive Director. While every effort is made to ensure thoroughness, audits inherently carry some risk that material errors, irregularities, or illegal acts—including fraud or embezzlement—may not be detected. However, any such findings or concerns that come to the auditor’s attention are promptly reported to ASN management and the Board of Directors.

B.3.a. Please upload your organization's Most Recent Financial Audit.  Most Recent Financial Audit *Required

Printed By: Donna Hawkins on 10/13/2025 7 of 19
ASN Audit Report FYE June 30 2022.pdf
B.4. Briefly describe your organization’s record keeping system with relevance to the proposed project.

ASN utilizes double entry-bookkeeping and classification standards as well as a client services database that is maintained outside of the CDPH portal (formerly ARIES, now HCC). Finance staff also keep detailed spreadsheets in addition to those used for invoicing purposes to track contract requirements, budget to actuals, etc. We utilize both Sharepoint and Google Drive for Document storage, and keep hard copies of all files at our office in San Luis Obispo.

Any files with sensitive information (i.e. identifying client information) are kept in locked filing cabinets.

B.5. Describe how your organization will document and maintain income status of each beneficiary in compliance with regulations?
Each tenant in our program is a Section 8 Housing Choice Voucher recipient. The local Public Housing Authority (PHA) is solely responsible for determining each tenant’s income eligibility and verifying their continued qualification for the program. We maintain documentation from the PHA confirming each tenant’s voucher status and rent portion based on verified income. All records are securely stored and kept up to date in compliance with HUD and local regulations.

Our staff are trained to coordinate with the PHA and ensure ongoing compliance through proper documentation and file management. ASN keeps detailed records of expenditures and other fiscal files for at least seven years following the final date of an authorized payment. After this time, documents may be destroyed.

B.6. Describe your project staff’s experience and capacity to comply with Section 3 requirements (as outlined in 24 CFR Part 75).

Our project staff has extensive experience complying with Section 3 requirements under 24 CFR Part 75 and is wellversed in the updated benchmarks and definitions. We have a dedicated compliance coordinator who oversees all Section 3 activities, including local hiring outreach, recordkeeping, and reporting through HUD systems. Staff regularly engage with local workforce agencies and community organizations to recruit Section 3 workers and businesses.

Subcontractors are provided with guidance and monitored to ensure full compliance. Our team is fully equipped to meet Section 3 goals and maximize economic opportunities for low-income individuals.

B.7. If the County allocated funds to your organization in previous years, do any of those funds remain unspent? No
B.7.a. Please provide the following information:

Project Name Funding Source and Year Remaining Amount
$0.00
B.8. Does your organization comply with the Generally Accepted Accounting Principles as outlined in 2 CFR § 200? Yes

Printed By: Donna Hawkins on 10/13/2025 8 of 19
C. Proposed Project & Project
Details
Completed by [email protected] on 10/10/2025 9:58 AM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
C. Proposed Project & Project Details
Please provide the following information.

C.1. Name of Proposed Project
Adriance Court Roofing
C.2. What is the estimated total project completion cost? $0.00
C.3. Project/Program Address(es)
1062 Islay and 1531 Santa Rosa Sts. San Luis Obispo, CA 93401 C.4. Accessor's Parcel Number(s).
003 244 017
C.5. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
 City of Grover Beach - Not eligible for CDBG or HOME
 Unincorporated Community
Name of Unincorporated Community:
 Countywide
C.6. Will the project require any acquisitions?
No
C.6.a. Please upload the following documentation:

Printed By: Donna Hawkins on 10/13/2025 9 of 19
 Appraisal of Property *Required
**No files uploaded
C.6.b. What is the proposed purchase amount?
$0.00
C.6.c. What is the anticipated escrow closing date?
C.7. Will the current owner, residential occupants, and/or commercial occupants be displaced by the project? No
C.7.a. Please upload the following documentation:
 Relocation Plan or Certified Tenant Notifications *Required **No files uploaded
C.7.b. Will the displacement be temporary or permanent? C.7.c. How long will the displacement last?
C.7.d. Describe how the relocation costs will be paid. Include these costs in your Sources and Uses document.

C.8. Provide a complete description of the proposed project and proposed outcomes:

Adriance Court Bungalows offers low-income, permanent housing to medically fragile clients. The roof of each of the nine bungalows must be replaced. We will prioritize the highest need roof and work our way to having them all completed. These needed repairs will help ensure that these households remain stably housed.

C.8.a. Number and Unit Type (size) of Proposed Units Created and/or Rehabilitated:

Unit Type (Size) Created Units Rehabbed Units
1bed/1 bath Approx. 800 sq ft 9
C.8.b. Of the total number of new units created, how many will be deed-restricted? 0 C.9. Please upload a timeline for key steps of project implementation. Include key steps or phases of project implementation such as, but not limited to, the following: predevelopment, financing, use permitting, construction permitting, demolition, grading, construction finance close, construction milestones, placed in service date, permanent loan conversion, etc.
 Timeline *Required
Timeline of Project.pdf
Timeline for Adriance Court Roof Replacement.pdf

Printed By: Donna Hawkins on 10/13/2025 10 of 19
C.10. Please upload a complete set of drawing/plans. Also include any maps or photos available.  Maps, Photos, Drawings, Plans *Required
newgenerationpaintinginc_invoice_670_Redacted.pdf
C.11. Please upload the Most Recent Market Study for the project. The market study is required for HOME funding.

It is not required but is recommended for all other funding.  Most Recent Market Study
**No files uploaded
C.12. Describe site and neighborhood standards including proximity to services, transportation, and employment:

These units are conveniently located downtown San Luis Obispo near bus routes, hospitals, grocery stores, and places with employment opportunities.

C.13. Describe in detail the current zoning designation of the project site.

The property is zoned residential.

C.14. Describe in detail the current land use of the project site.

N/A
C.15. Explain how the site’s current land use and zoning designation are, or are not, consistent with the proposed project.

N/A
C.16. Provide an explanation of efforts and a timetable to obtain the necessary jurisdictional amendments to bring forth the project.

N/A
C.17. Have necessary Land Use Permits and/or Construction Building Permits been issued? No
C.17a. If yes, what is their current expiration date(s)? C.17b. If no, indicate when the permit(s) will be applied for or issued:

The roofing contractor will obtain the necessary permits as required.

C.18. Describe how the project will align with a Line of Effort (or multiple Lines of Effort) to support the San Luis Obispo Countywide Plan to Address Homelessness (2022-2027).

Repairing the roofs directly supports **Line of Effort 1: Expand Permanent and Supportive Housing** by preserving safe, stable housing units for Section 8 voucher recipients at risk of homelessness. Ensuring the habitability of these units helps prevent displacement and maintains long-term housing stability. The project also aligns with **Line of

Printed By: Donna Hawkins on 10/13/2025 11 of 19
Effort 2: Strengthen Supportive Services**, as safe housing is foundational to delivering effective support services. A secure and well-maintained home environment allows case managers and service providers to focus on tenant wellbeing and progress. By addressing critical repairs, the project reinforces the County’s strategic goal of preventing homelessness through housing retention.

C.19. Select all population(s) expected to be served through this project and include number of units expected for each chosen population:
 Low-/moderate-income households
Expected number of units:
8  Multifamily
Expected number of units:
 Age Restricted (including seniors)
Expected number of units:
 Persons Experiencing Homelessness
Expected number of units:
8  Persons with Disabilities
Expected number of units:
8  Person Experiencing Chronic Homelessness
Expected number of units:
8  Farmworkers
Expected number of units:
 Veterans
Expected number of units:
 Domestic Violence Survivors

Printed By: Donna Hawkins on 10/13/2025 12 of 19
Expected number of units:
 Unaccompanied Youth (under 25 years of age)
Expected number of units:

C.20. Has your organization previously received a grant to serve any of the populations expected to be served?? Yes
C.20a. Provide a brief description of those grant activities and the outcomes you achieved:

As ASN has over 40 years of successful grant deliverables and strong partnerships. Our work is funded through a diverse range of sources, including the State of California Department of Public Health, the City of San Luis Obispo, San Luis Obispo County grants, and private funders. These partnerships and funding streams ensure alignment with the Countywide Plan and provide comprehensive services to those in need. We have four decades of programmatic success in meeting deliverables.

C.21. Please name partner agencies as applicable and describe how they will participate in the delivery of the proposed project:

We regularly partner with HASLO (Housing Authority of San Luis Obispo), TMHA (Transitions-Mental Health Association), the Coalition of Homeless Services of San Luis Obispo County, and the Housing Coalition of San Luis Obispo to support coordinated efforts in addressing homelessness and expanding access to stable housing. These collaborations help align our work with the Countywide Plan to Address Homelessness and ensure residents receive comprehensive support. However, for this specific project, we will not engage in active collaboration due to its narrow scope, which is limited to essential roof repairs. The project focuses solely on maintaining the safety and habitability of existing housing units for current Section 8 tenants. While collaboration remains a cornerstone of our broader initiatives, the technical nature of this work does not require external coordination.

C.22. Does the proposed project have support from the community? Yes
C.22a. Please upload any letters of support or commitment from local governments or community partners.  Letters of Support
**No files uploaded
C.23. Has an environmental review been completed, CEQA and/or NEPA?  Yes - CEQA Review Complete
 No - CEQA Review Not Complete
 Yes - NEPA Review Complete
 No - NEPA Review Not Complete
 Yes - Both Have Been Completed

Printed By: Donna Hawkins on 10/13/2025 13 of 19
 No - Neither Have Been Completed
C.24. Has a Phase I or Phase II environmental assessment been conducted for the property? No
C.24a. Please upload the following documentation:
 Environmental Assessment, Phase I or II *Required
**No files uploaded
C.25. Has a Phase I or Phase II archeological/historical survey been conducted at the project site? No
C.25a. Please upload the following documentation:
 Archeological/Historical Survey, Phase I or II *Required **No files uploaded
C.26. List and describe any known hazards-e.g., asbestos, radon, lead-based paint, storage tanks – aboveground, underground. Please enter “N/A” if not applicable.

N/A
C.27. Is the project on a property designated or been determined to be potentially eligible for designation as a local, state, or national historical site?
No
C.28. Are the building(s)/structure(s) located on a historic site or within a local historic district? Yes
C.29. Is the project located within a 100-year and/or 500-year flood zone? No
C.29a. How will the project mitigate potential flooding on the site? C.29b. Does your organization have flood insurance for the project site? C.30. Will demolition be required?
No
C.31. Are there any existing buildings on the project property that were constructed prior to 1978? Yes
C.31a. Has an asbestos risk assessment report(s) been prepared for the building(s)? No
C.31b. Has the building(s) been abated for asbestos?

Printed By: Donna Hawkins on 10/13/2025 14 of 19
No
C.31c. Has a lead hazard risk assessment report(s) been prepared for the building(s)? No
C.31d. Has the building(s) been abated for lead paint?
No
C.31e. Will children occupy the building(s)?
No
C.31f. Indicate the age range of the children that will occupy the building:

Printed By: Donna Hawkins on 10/13/2025 15 of 19
D. Funding & Eligible Activities
Completed by [email protected] on 10/10/2025 2:00 PM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
D. Funding & Eligible Activities
Please provide the following information.

D.1. Total Project Funding (include all Sources and Uses of funding) $76,000.00
D.1.a. Please upload a Sources & Uses document for your proposed project:
 Sources and Uses *Required
Adriance Roofs_sources_and_uses.pdf
D.1.b. Please upload all Commitment Letters for Funds. Required to demonstrate the 25% HOME matching funds; not required but recommended for all other funding requests.  Commitment Letters for Funds *Required
ASN Letter of Commitment.pdf
D.1.c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? Operating and maintenance costs are included in the profit and loss statements. Income originates from tenant rents and HAP rent payments from the Housing Authority of San Luis Obispo.

D.1.d. Please upload the 20-Year Pro Forma for the project to demonstrate continued viability and affordability of the project for at least 20 years.
 Pro Forma (20-year) *Required
Adriance 2025 proforma.pdf
D.2. Are you requesting HOME funds?
No
D.2.a. Amount of HOME funds requested:
$0.00
D.2.b. Proposed number of HOME-assisted (deed-restricted) units:

Printed By: Donna Hawkins on 10/13/2025 16 of 19
D.2.c. HOME Matching Funds:

Sources Amount
$0.00
D.2.d. Identify all eligible activities that apply to the proposed project:
 Acquisition
 Rehabilitation
 Relocation
 Demolition
 Site Preparation
 New Construction
 Multi-Family
 Single Family
D.2.e. Please indicate the number and type of all units CREATED Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
D.2.f. Is your project for REHABILITATION of existing units only? Please indicate the number and type of all EXISTING Units:

Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
Please indicate the number and type of all units AFTER rehabilitation Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
D.3. Are you requesting CDBG funds?
Yes
D.3.a. Amount of CDBG funds requested:
$70,000.00

Printed By: Donna Hawkins on 10/13/2025 17 of 19
D.3.b. Identify all eligible activities that apply to the proposed project:
 Acquisitions
 Rehabilitation
 Demolition
 Clearance and Site Preparation - In anticipation of a HOME funded project D.3.c. Are at least 51% of the units in the project designated as low-/moderate-income units? Yes
D.3.d. How many new deed-restricted units will be constructed with CDBG funds? 0 D.3.e. Estimated number of unduplicated households to benefit from CDBG funds:

Beneficiary Type Estimated Number
D.3.f. Please select the national objective that best applies to the proposed project.

Please refer to "Basically CDBG" or the "CDBG Guide to National Objectives and Eligible Activities" for more information regarding CDBG national objectives.

Low Moderate Income
LOW/MODERATE INCOME: Select which criteria the proposed project intends to qualify under to meet the Low/Moderate Income objective.

Housing
SLUM OR BLIGHT: Select which criteria the proposed project intends to qualify under to meet the Slums or Blight objective
D.3.g. Explain how the proposed project meets the selected National Objective:

This project supports the rehabilitation and improvement of housing for low- and moderate-income (L/M) individuals, including people living with HIV/AIDS. Access Support Network, a nonprofit organization and the property owner, will carry out the improvements. Eligible under the CDBG program, activities include site improvements on publicly owned land to support affordable rental housing, as well as the rehabilitation of nonprofit-owned, nonresidential buildings that provide housing or related services to low-income populations. The goal is to preserve and expand safe, affordable housing while supporting vulnerable residents in alignment with HUD’s community development objectives.

D.3.h. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown as “Example Exhibit D - General Conditions” and “Example Exhibit E - Special Conditions”.

Yes

Printed By: Donna Hawkins on 10/13/2025 18 of 19
E. Supplemental Documents
Completed by [email protected] on 10/10/2025 2:01 PM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
E. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application. Multiple files may be uploaded if needed.
 Supplemental Information
**No files uploaded

Printed By: Donna Hawkins on 10/13/2025 19 of 19
Submit
Completed by [email protected] on 10/10/2025 2:02 PM
Case Id: 30582
Name: Access Support Network Adriance Court - 2026
Address: 1062 Islay and 1531 Santa Rosa Sts., San Luis
Obispo, CA 93401
Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.
 I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

In addition, the content of the application shall be incorporated as part of the written agreement and, as such, will be used to monitor performance. Activities, commitments, and representations described in the written agreement that are not subsequently made a part of the program/project as funded shall be considered a material contract failure and may result in a repayment of all awarded funds and/or suspension from participation in future funding rounds.

Authorized Representative Signature
David Kilburn
Electronically signed by [email protected] on 10/10/2025 2:01 PM Authorized Representative Title
Executive Director

Printed By: Donna Hawkins on 10/13/2025 1 of 21
Overview
Completed by [email protected] on 10/10/2025 2:26 PM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
Overview
County of San Luis Obispo
Affordable Housing Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: Donna Hawkins on 10/13/2025 2 of 21
[email protected]
Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County’s Department of Social Services – Homeless Services Division website at slocounty.gov/HomelessServicesGrants.

All applications must meet the eligibility criteria and requirements set forth in the NOFA and the respective funding program regulations. The Urban County of San Luis Obispo receives funding from local, state, and federal sources including Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG). Please be aware that the CDBG, HOME, and ESG fund sources are not permitted to support activities or projects located in the City of Grover Beach.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on October 10, 2025.

If you have any questions about the applications process, please contact the Homeless Services Division directly at [email protected].
****************************************
For each Affordable Housing funding source, an overview is available that includes program description, federal award information, eligible applicants, eligible activities, eligible beneficiaries, and reporting in the County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA):
 Section I.C for Community Development Block Grant (CDBG) Overview  Section I.E for HOME Investment Partnerships Program (HOME) Overview ****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Printed By: Donna Hawkins on 10/13/2025 3 of 21
A. Applicant Information
Completed by [email protected] on 9/23/2025 9:57 AM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
Community Action Partnership of San Luis Obispo County, Inc.

A.2. Type of Organization
Non-Profit
A.2.a. Define Other:

A.3. UEI Number: For more information, visit SAM.GOV
GBL8FWWVCLC5
A.3.a. Please upload proof of active SAM.gov registration for your organization.  Proof of Active SAM.gov Registration *Required
SAM-CAPSLO Registration 2025-2026 screenshot.jpg
A.4. Address
1030 Southwood Dr. San Luis Obispo, CA 93401
A.5. Is the organization faith based?
No
A.6. Date of Incorporation
12/09/1965
A.7. Please upload the following documentation:
 Organizational Chart *Required
CAPSLO Org Chart 1-25.pdf
 Incorporation Documents *Required
25-26 Cert of Liability Insurance.pdf

Printed By: Donna Hawkins on 10/13/2025 4 of 21
Articles of Incorporation.pdf
 General Liability Insurance *Required
25-26 Cert of Liability Insurance.pdf
Articles of Incorporation.pdf
A.8. REQUIRED ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS. Has your organization read and understood the insurance requirements listed in “Example Exhibit D - General Conditions”? Yes
A.9. Annual Operating Budget
$111,548,450.00
A.10. Number of Full-Time Paid Staff
892
A.11. Number of Part-Time Paid Staff
26 A.12. Number of Volunteers
1,334

CONTACT INFORMATION
A.13. Contact Person Name
Jim McNamara
A.13a. Contact Person Title
CAPSLO Energy Director
A.13b. Phone Number
(805) 541-4122
A.13c. Email
[email protected]

FINANCE CONTACT INFORMATION
A.14. Finance Contact Person Name
Joan Limov
A.14a. Finance Contact Person Title
Chief Financial Officer
A.14b. Finance Phone Number

Printed By: Donna Hawkins on 10/13/2025 5 of 21
(805) 544-4355
A.14c. Finance Email
[email protected]

Printed By: Donna Hawkins on 10/13/2025 6 of 21
B. Applicant Capacity
Completed by [email protected] on 10/10/2025 2:36 PM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
B. Applicant Capacity
Please provide the following information.

B.1. Describe your organization’s history of receiving and managing grants from County/State/Federal sources.

Since its inception in 1965, CAPSLO has received and successfully managed a variety of grants that address the unmet needs of low-income and vulnerable individuals and families through County, State, and Federal sources. County grants include but are not limited to CBO/PHG, Departments of CDBG, Social Services (DSS), Public Health, Behavioral Health, Probation, ESG, General Funds, and more recently, Coordinated Entry and PLHA grants. State grants include but are not limited to the Office of Emergency Services, Office of Child Abuse Prevention, Department of Education, Department of Social Services, and Community Services and Development (CSD), which designates the organization as a Community Action Agency because it distributes funds from the Community Services Block Grant (CSBG). Federal - The majority of CAPSLO's funding comes from the Administration for Children and Families, Office of Head Start, which the agency has been receiving since 1965, but also Substance Abuse and Mental Health Services Administration (SAMHSA) and the Department of Veteran Affairs. The Energy Division, the focus of this application, receives funding from CSD for the Low-Income Home Energy Assistance Program (LIHEAP), Department of Energy for the Weatherization Assistance Program (DOE WAP) and Bipartisan Infrastructure Law Weatherization Assistance Program (Bil WAP), the Area Agency on Aging, Santa Barbara County CDBG, City of Pismo Beach, City of Santa Maria, andPG&E.

B.2. Briefly list any recent development projects your organization has proposed, is currently working on, and/or has recently completed (regardless of funding source).

In the past five years, the agency completed 34 Prado as a licensed substance use disorder facility and two Head Start child care centers are nearing completion in Atascadero and Salinas. Energy Services has completed an average of 40 larger home repair projects per year over the past four years.

B.3. Briefly describe your organization’s auditing requirements (as outlined in 2 CFR § 200.500 and 24 CFR § 5.801), including those for the proposed project.

CAPSLO undergoes an agency-wide, rigorous audit process annually by the firm of Brown Armstrong Certified Public Accountants. The process includes inquiry and observation to understand and evaluate CAPSLO’s internal controls, confirmations, interim testing and compliance audits, and substantive procedural analysis. Critical audit areas include compliance with federal and state awards, expenses for program and support services, accounts payable and accrued liabilities, program revenue and unearned deferred revenue, cash, property and equipment, and long-term debt. A summary of the audit is formally presented by Brown Armstrong to both the Audit and Finance Committees of the Board as well as the full Board of Directors and senior management annually.

B.3.a. Please upload your organization's Most Recent Financial Audit.  Most Recent Financial Audit *Required
Audit 2024.pdf

Printed By: Donna Hawkins on 10/13/2025 7 of 21
B.4. Briefly describe your organization’s record keeping system with relevance to the proposed project.

Client and household demographic data is captured, including household income, size, disability status, age, services provided, etc. Appropriate income documentation is required, which includes one of the following: recent pay-stubs, bank statements, income tax returns, or proof of participation in an approved alternative low-income program (provided the income thresholds are equal to or lower than the HUD identified income levels). All copies of client household data are kept in client files, and recorded in Hancock Software, the Energy Service's program database, and in CAPSLO's agency-wide database, ClientTrack. The agency will be transitioning from ClientTrack to WIPFLI starting October 1; full backup of client data is ensured.

B.5. Describe how your organization will document and maintain income status of each beneficiary in compliance with regulations?
Energy Services will collect income documentation from all household members and documentation of home ownership as part of the enrollment process for each beneficiary. All documents will be kept in client files along with completed applications.

B.6. Describe your project staff’s experience and capacity to comply with Section 3 requirements (as outlined in 24 CFR Part 75).

The Energy Services Director is responsible for all areas of the Weatherization, Utility Assistance, and Home Repair programs, including staff supervision; budgeting and financial management; program administration; achievement of each program's goals and objectives; marketing and promotion; research and new program development; technical support and construction management; quality control; and continuous program improvement in San Luis Obispo, Monterey, Santa Cruz, and northern Santa Barbara counties. Under the supervision of the Program Director, three Crew Supervisors oversee all construction and home repair work, monitor quality, and ensure compliance with program standards and building codes. Energy Outreach Specialists conduct site visits, interview clients, complete intake applications, collect income documentation and proof of home ownership, and conduct pre-assessments for the home repair projects. Administrative staff, including Program Specialists and Finance Specialists, organize client files, process building permit applications, schedule work and prepare invoices and reports. Under supervision of the Crew Supervisor, Installers and Technicians inspect homes to determine materials needed and repairs to be made; install weatherization measures and perform home repairs on designated homes for funded programs; and maintain accurate records of work performed and materials used on the job. Repairs are carried out by CAPSLO staff who work under the company's contractor's license (#623259). The Program Director, along with administrative and field staff, average over 20 years of experience in all aspects of the program. They participate in annual training and updates with SLO County Adult Protective Services staff.

B.7. If the County allocated funds to your organization in previous years, do any of those funds remain unspent? Yes
B.7.a. Please provide the following information:

Project Name Funding Source and Year Remaining Amount
Minor Home Repair County of San Luis Obispo 2025 $64,550.00 Minor Home Repair City of Pismo Beach $18,600.00
We have projects lined up and are
working on them daily.
$0.00
$83,150.00
B.8. Does your organization comply with the Generally Accepted Accounting Principles as outlined in 2 CFR § 200? Yes

Printed By: Donna Hawkins on 10/13/2025 8 of 21

Printed By: Donna Hawkins on 10/13/2025 9 of 21
C. Proposed Project & Project
Details
Completed by [email protected] on 10/10/2025 2:55 PM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
C. Proposed Project & Project Details
Please provide the following information.

C.1. Name of Proposed Project
Minor Home Repair
C.2. What is the estimated total project completion cost? $675,266.00
C.3. Project/Program Address(es)
3970 Short St., Suite 110 San Luis Obispo, CA 93401--4547 C.4. Accessor's Parcel Number(s).

There will be separate Accessor's Parcel Numbers for each home repair project. These will be collected at the time of client intake and enrollment.

C.5. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
 City of Grover Beach - Not eligible for CDBG or HOME
 Unincorporated Community
Name of Unincorporated Community:
 Countywide
C.6. Will the project require any acquisitions?
No

Printed By: Donna Hawkins on 10/13/2025 10 of 21
C.6.a. Please upload the following documentation:
 Appraisal of Property *Required
**No files uploaded
C.6.b. What is the proposed purchase amount?
$0.00
C.6.c. What is the anticipated escrow closing date?
C.7. Will the current owner, residential occupants, and/or commercial occupants be displaced by the project? No
C.7.a. Please upload the following documentation:
 Relocation Plan or Certified Tenant Notifications *Required **No files uploaded
C.7.b. Will the displacement be temporary or permanent? C.7.c. How long will the displacement last?
C.7.d. Describe how the relocation costs will be paid. Include these costs in your Sources and Uses document.

C.8. Provide a complete description of the proposed project and proposed outcomes:

The project involves the completion of minor home repairs and accessibility improvements in homes occupied by lowand very low-income members of the community. The agency will perform outreach and work with its partners to identify households that qualify for this assistance and have needs that can be met through the program. Once projects are identified, the program will develop a project description and cost estimate for each project and submit that information to County staff for review and approval. Approved projects will then be scheduled for work to be completed by agency staff. The outcome is to help vulnerable members of our community remain safely in their own homes, improving their self-sufficiency and independence and thereby reducing homelessness and dependency.

C.8.a. Number and Unit Type (size) of Proposed Units Created and/or Rehabilitated:

Unit Type (Size) Created Units Rehabbed Units
Single-family homes 0 35
Manufactured homes 25
C.8.b. Of the total number of new units created, how many will be deed-restricted? 0 C.9. Please upload a timeline for key steps of project implementation. Include key steps or phases of project implementation such as, but not limited to, the following: predevelopment, financing, use permitting, construction

Printed By: Donna Hawkins on 10/13/2025 11 of 21
permitting, demolition, grading, construction finance close, construction milestones, placed in service date, permanent loan conversion, etc.
 Timeline *Required
C9 Timeline for key steps of project implementation.pdf C.10. Please upload a complete set of drawing/plans. Also include any maps or photos available.  Maps, Photos, Drawings, Plans *Required
Minor Home Repair does not possess any maps.pdf
C.11. Please upload the Most Recent Market Study for the project. The market study is required for HOME funding.

It is not required but is recommended for all other funding.  Most Recent Market Study
**No files uploaded
C.12. Describe site and neighborhood standards including proximity to services, transportation, and employment:

This will vary. The program will involve completing projects on homes located throughout the County of San Luis Obispo and cities identified.

C.13. Describe in detail the current zoning designation of the project site.

N/A
C.14. Describe in detail the current land use of the project site.

N/A
C.15. Explain how the site’s current land use and zoning designation are, or are not, consistent with the proposed project.

N/A
C.16. Provide an explanation of efforts and a timetable to obtain the necessary jurisdictional amendments to bring forth the project.

N/A
C.17. Have necessary Land Use Permits and/or Construction Building Permits been issued? No
C.17a. If yes, what is their current expiration date(s)? C.17b. If no, indicate when the permit(s) will be applied for or issued:

We will obtain construction building permits when and if they are needed.

C.18. Describe how the project will align with a Line of Effort (or multiple Lines of Effort) to support the San Luis

Printed By: Donna Hawkins on 10/13/2025 12 of 21
Obispo Countywide Plan to Address Homelessness (2022-2027).

Minor Home Repair aligns best with the county's "Line of Effort 2: Focus efforts to reduce or eliminate the barriers to housing stability for those experiencing homelessness or at risk of homelessness, including prevention, diversion, supportive services, and housing navigation efforts." This project is a supportive service for one of the county's identified beneficiary groups -- older adults/medically fragile. Minor Home Repair keeps this population safely housed and helps prevent homelessness by amending substandard housing and accessibility issues.

C.19. Select all population(s) expected to be served through this project and include number of units expected for each chosen population:
 Low-/moderate-income households
Expected number of units:
60  Multifamily
Expected number of units:
 Age Restricted (including seniors)
Expected number of units:
 Persons Experiencing Homelessness
Expected number of units:
 Persons with Disabilities
Expected number of units:
45  Person Experiencing Chronic Homelessness
Expected number of units:
 Farmworkers
Expected number of units:
5  Veterans
Expected number of units:
10

Printed By: Donna Hawkins on 10/13/2025 13 of 21
 Domestic Violence Survivors
Expected number of units:
 Unaccompanied Youth (under 25 years of age)
Expected number of units:

C.20. Has your organization previously received a grant to serve any of the populations expected to be served?? Yes
C.20a. Provide a brief description of those grant activities and the outcomes you achieved:

Since 1980, we have received multiple federal, state and local grants to serve the populations expected to be served.

These include Low-Income Home Energy Assistance Program (LIHEAP), Department of Energy Weatherization Assistance Program (DOE WAP), Area Agency on Aging Senior Home Repair Program, and CDBG Home Repair Programs with San Luis Obispo and Santa Barbara counties as well as local municipalities. LIHEAP and DOE WAP support the weatherization of over 250 homes per year on average, providing diagnostic testing (blower door test, duct system testing and sealing, combustion appliance safety testing, replacement of furnaces, water heaters and cooking appliances, installation of weathering measures like attic insulation, door weatherstripping, windows, water saving measures, and carbon monoxide and smoke alarms. Energy Services completes minor repairs, like the installation of grab bars and handrails, for approximately 500 households per year in our Senior Home Repair Program, funded by the Area Agency on Aging. Energy Services completes from 40 to 100 larger Home Repair projects with the CDBG-funded Minor Home Repair Program, which covers San Luis Obispo and Northern Santa Barbara counties.

C.21. Please name partner agencies as applicable and describe how they will participate in the delivery of the proposed project:

Minor Home Repair and other programs targeted at seniors, the disabled, and lower income households benefit from mutual referral of clients for services. Clients are referred to CAPSLO for home repair services by service providers, such as the Department of Social Services’ (DSS) Adult Protective Services, the Social Security Administration, the Area Agency on Aging, in-home health service providers, food service providers (food pantries, Meals That Connect, Senior Nutrition), and other senior services. This program, along with County senior-serving programs, cross-refer to one another when additional support services are identified. Programs work together to ensure the safety and independence of San Luis Obispo County seniors. This program has consistently been supported by local jurisdictions, evidenced by the many years of CDBG funding received by both SLO County, City of Pismo Beach, City of Santa Maria and, more recently, County of Santa Barbara.

C.22. Does the proposed project have support from the community? Yes
C.22a. Please upload any letters of support or commitment from local governments or community partners.  Letters of Support
Letter of Support for Minor Home Repair Program in Morro Bay - 2026 CDBG Funding.pdf

Printed By: Donna Hawkins on 10/13/2025 14 of 21
C.23. Has an environmental review been completed, CEQA and/or NEPA?  Yes - CEQA Review Complete
 No - CEQA Review Not Complete
 Yes - NEPA Review Complete
 No - NEPA Review Not Complete
 Yes - Both Have Been Completed
 No - Neither Have Been Completed
C.24. Has a Phase I or Phase II environmental assessment been conducted for the property? No
C.24a. Please upload the following documentation:
 Environmental Assessment, Phase I or II *Required
**No files uploaded
C.25. Has a Phase I or Phase II archeological/historical survey been conducted at the project site? No
C.25a. Please upload the following documentation:
 Archeological/Historical Survey, Phase I or II *Required **No files uploaded
C.26. List and describe any known hazards-e.g., asbestos, radon, lead-based paint, storage tanks – aboveground, underground. Please enter “N/A” if not applicable.

Lead-based paint may be present in homes built prior to 1978. CAPSLO is an EPA-certified contractor and field staff have completed applicable training in lead-safe work practices.

C.27. Is the project on a property designated or been determined to be potentially eligible for designation as a local, state, or national historical site?
No
C.28. Are the building(s)/structure(s) located on a historic site or within a local historic district? No
C.29. Is the project located within a 100-year and/or 500-year flood zone? Yes
C.29a. How will the project mitigate potential flooding on the site? There will be multiple projects, some of which may be located within designated flood zones, which will be addressed in the environmental review process for each project.

Printed By: Donna Hawkins on 10/13/2025 15 of 21
C.29b. Does your organization have flood insurance for the project site? No
C.30. Will demolition be required?
No
C.31. Are there any existing buildings on the project property that were constructed prior to 1978? Yes
C.31a. Has an asbestos risk assessment report(s) been prepared for the building(s)? No
C.31b. Has the building(s) been abated for asbestos?
No
C.31c. Has a lead hazard risk assessment report(s) been prepared for the building(s)? No
C.31d. Has the building(s) been abated for lead paint?
No
C.31e. Will children occupy the building(s)?
Yes
C.31f. Indicate the age range of the children that will occupy the building:
0-18

Printed By: Donna Hawkins on 10/13/2025 16 of 21
D. Funding & Eligible Activities
Completed by [email protected] on 10/10/2025 2:56 PM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
D. Funding & Eligible Activities
Please provide the following information.

D.1. Total Project Funding (include all Sources and Uses of funding) $675,266.00
D.1.a. Please upload a Sources & Uses document for your proposed project:
 Sources and Uses *Required
Minor Home Repair Funding Sources and CDBG Allocation.pdf D.1.b. Please upload all Commitment Letters for Funds. Required to demonstrate the 25% HOME matching funds; not required but recommended for all other funding requests.  Commitment Letters for Funds *Required
Letter of Support for Minor Home Repair Program in Morro Bay - 2026 CDBG Funding.pdf D.1.c. How do you plan to fund the operation and maintenance costs (if any) associated with this project? Are these funds available now? If not, when will they be available? There are no maintenance costs associated with this project. The work involves providing home modifications on individual homes. Regarding D.1.a, Sources and Uses, a program breakout of funding sources and CDBG requests is attached.

D.1.d. Please upload the 20-Year Pro Forma for the project to demonstrate continued viability and affordability of the project for at least 20 years.
 Pro Forma (20-year) *Required
Pro Forma form.docx
D.2. Are you requesting HOME funds?
No
D.2.a. Amount of HOME funds requested:
$0.00
D.2.b. Proposed number of HOME-assisted (deed-restricted) units:

Printed By: Donna Hawkins on 10/13/2025 17 of 21
D.2.c. HOME Matching Funds:

Sources Amount
$0.00
D.2.d. Identify all eligible activities that apply to the proposed project:
 Acquisition
 Rehabilitation
 Relocation
 Demolition
 Site Preparation
 New Construction
 Multi-Family
 Single Family
D.2.e. Please indicate the number and type of all units CREATED Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
D.2.f. Is your project for REHABILITATION of existing units only? Please indicate the number and type of all EXISTING Units:

Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
Please indicate the number and type of all units AFTER rehabilitation Unit Type 30% AMI 31 to 50% AMI 51 to 80% AMI Unrestricted Resident
Manager
81% and higher
AMI
Total 0 0 0 0 0
D.3. Are you requesting CDBG funds?
Yes
D.3.a. Amount of CDBG funds requested:

Printed By: Donna Hawkins on 10/13/2025 18 of 21
$545,626.00
D.3.b. Identify all eligible activities that apply to the proposed project:
 Acquisitions
 Rehabilitation
 Demolition
 Clearance and Site Preparation - In anticipation of a HOME funded project D.3.c. Are at least 51% of the units in the project designated as low-/moderate-income units? Yes
D.3.d. How many new deed-restricted units will be constructed with CDBG funds? 0 D.3.e. Estimated number of unduplicated households to benefit from CDBG funds:

Beneficiary Type Estimated Number
Unduplicated Households 60
D.3.f. Please select the national objective that best applies to the proposed project.

Please refer to "Basically CDBG" or the "CDBG Guide to National Objectives and Eligible Activities" for more information regarding CDBG national objectives.

Low Moderate Income
LOW/MODERATE INCOME: Select which criteria the proposed project intends to qualify under to meet the Low/Moderate Income objective.

Housing
SLUM OR BLIGHT: Select which criteria the proposed project intends to qualify under to meet the Slums or Blight objective
D.3.g. Explain how the proposed project meets the selected National Objective:

Minor Home Repair provides disabled, elderly, or low-income individuals and families who do not have sufficient resources to make necessary safety- and access-related repairs and/or improvements to their homes. Home repairs include installation of health and safety devices, grab bars, handrails, smoke alarms, carbon monoxide detectors, handheld showerheads, minor plumbing, carpentry, electrical, and drywall. Accessibility-related repairs include widening of entryways and hallways, ramps, wheelchairs lifts, or other larger improvements that are needed to allow access to, from, and inside the home. These critical services allow individuals to remain in their home and avoid costly institutionalization. When screening clients in need, several factors are considered, including health and safety, disability, economic need, and age. In 2023, there were 80,448 persons over age 60; the median age was 70. The county has a larger proportion of seniors over 65 at nearly 22% than the state at 15% or nation at 17%; this has significant repercussions on the county’s economy, housing, and health care systems. Among those over 60, 7.6% (5,987) were below the 100% federal poverty level in 2023. Among those 65 and over, 6.8% (4,067) of the county’s population were in poverty. This does not include seniors under the 200% poverty level. Among those over 60 in the

Printed By: Donna Hawkins on 10/13/2025 19 of 21
county, 26.7% had a disability.

D.3.h. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown as “Example Exhibit D - General Conditions” and “Example Exhibit E - Special Conditions”.

Yes

Printed By: Donna Hawkins on 10/13/2025 20 of 21
E. Supplemental Documents
Completed by [email protected] on 10/10/2025 2:26 PM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
E. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review and this may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application. Multiple files may be uploaded if needed.
 Supplemental Information
EPA Letter of Approval Certification.pdf
EPA ApprovalCertificate_NAT-33515-4.pdf
Bureau of Household Goods & Services - CAPSLO License.pdf CSLB LIcense - CAPSLO.pdf

Printed By: Donna Hawkins on 10/13/2025 21 of 21
Submit
Completed by [email protected] on 10/10/2025 2:57 PM
Case Id: 30580
Name: Minor Home Repair, Community Action
Partnership of San Luis Obispo County, Inc. -
2026
Address: 3970 Short St., Suite 110, San Luis Obispo, CA 93401--4547
Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.
 I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

In addition, the content of the application shall be incorporated as part of the written agreement and, as such, will be used to monitor performance. Activities, commitments, and representations described in the written agreement that are not subsequently made a part of the program/project as funded shall be considered a material contract failure and may result in a repayment of all awarded funds and/or suspension from participation in future funding rounds.

Authorized Representative Signature
Elizabeth "Biz" Steinberg
Electronically signed by [email protected] on 10/10/2025 2:57 PM Authorized Representative Title
Chief Executive Officer

Printed By: David Amini on 10/8/2025 1 of 8
Overview
Completed by [email protected] on 10/8/2025 1:54 PM
Case Id: 30611
Name: City of San Luis Obispo - 2026
Address: 990 Palm St, San Luis Obispo, CA 93401--3219
Overview
County of San Luis Obispo
Administration and Capacity Building Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: David Amini on 10/8/2025 2 of 8
[email protected]
Community Development Block Grant (CDBG) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County’s Department of Social Services – Homeless Services Division website at www.slocounty.gov/HomelessServicesGrants.

All applications must meet the eligibility criteria and requirements set forth in the NOFA. The Urban County of San Luis Obispo receives funding from local, state, and federal sources including Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG). Please be aware that the CDBG, HOME, and ESG fund sources are not permitted to support activities or projects located in the City of Grover Beach.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on Friday, October 10, 2025.

If you have any questions about the applications process, please contact the Homeless Services Division directly at [email protected].
****************************************
Cities participating in the Urban County of San Luis Obispo are eligible to apply for funding from the CDBG grant for Administration and/or Capacity Building projects.
****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review. This may negatively impact scoring of your application.

Printed By: David Amini on 10/8/2025 3 of 8
A. Applicant Information
Completed by [email protected] on 10/8/2025 2:00 PM
Case Id: 30611
Name: City of San Luis Obispo - 2026
Address: 990 Palm St, San Luis Obispo, CA 93401---3219
A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
City of San Luis Obispo
A.2. Type of Organization
Government Or Public Entity
A.3. UEI Number: For more information, visit SAM.GOV
VCUGK243NQ71
A.3.a. Please upload proof of active SAM.gov registration for your organization.  Proof of Active SAM.gov Registration *Required
Proof of Active SAM.gov Registration - City of SLO.pdf
A.4. Address
990 Palm St
San Luis Obispo, CA 93401-3219

CONTACT INFORMATION
A.5. Contact Person Name
David Amini
A.5a. Contact Person Title
Housing Coordinator
A.5b. Phone Number
(805) 781-7524
A.5c. Email
[email protected]

Printed By: David Amini on 10/8/2025 4 of 8
B. Proposed Project & Project
Details
Completed by [email protected] on 10/8/2025 2:02 PM
Case Id: 30611
Name: City of San Luis Obispo - 2026
Address: 990 Palm St, San Luis Obispo, CA 93401----3219 B. Proposed Project & Project Details
Please provide the following information.

B.1. Name of Proposed Project
City of San Luis Obispo - Administration
B.2. Project/Program Address
990 Palm St
San Luis Obispo, CA 93401----3219
B.3. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
B.4. Proposed Project Type - A separate application must be submitted for each project type.

Administration (24 CFR 570.206)
B.5. Provide a brief narrative of the proposed project and how funds will be used for administration or planning and capacity building.

Staff will use CDBG funds for Program Administrative Costs as allowed under § 570.206 of Title 24. Staff will use the method of monitoring the pro rata share of the salary, wages, and related costs of each person whose job includes any program administration assignments. Assignments included in this application include but may not be limited to the following: Providing local officials and citizens with information about the program; Preparing program budgets and schedules, and amendments thereto; Developing systems for assuring compliance with program requirements; Developing interagency agreements and agreements with subrecipients and contractors to carry out program activities; Monitoring program activities for progress and compliance with program requirements; Preparing reports and other documents related to the program for submission to HUD; Coordinating the resolution of audit and monitoring findings; Evaluating program results against stated objectives; and Managing or supervising persons whose primary responsibilities with regard to the program include such assignments.

B.6. Please upload your organization's Most Recent Financial Audit.

Printed By: David Amini on 10/8/2025 5 of 8
 Most Recent Financial Audit *Required
Attachment B - Most Recent Audit.pdf
B.7. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown as “CDBG Example Exhibit D-General Conditions ” and “CDBG Example Exhibit E-Special Conditions ”?
Yes

Printed By: David Amini on 10/8/2025 6 of 8
C. Funding & Eligible Activities
Completed by [email protected] on 10/8/2025 2:13 PM
Case Id: 30611
Name: City of San Luis Obispo - 2026
Address: 990 Palm St, San Luis Obispo, CA 93401-----3219 C. Funding & Eligible Activities
Please provide the following information.

C.1. Amount of CDBG funds requested:
$18,439.50

Printed By: David Amini on 10/8/2025 7 of 8
D. Supplemental Documents
Completed by [email protected] on 10/8/2025 2:16 PM
Case Id: 30611
Name: City of San Luis Obispo - 2026
Address: 990 Palm St, San Luis Obispo, CA 93401------3219 D. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review. This may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application.

Multiple files may be uploaded if needed.
 Supplemental Documentation
**No files uploaded

Printed By: David Amini on 10/8/2025 8 of 8
Submit
Completed by [email protected] on 10/8/2025 2:16 PM
Case Id: 30611
Name: City of San Luis Obispo - 2026
Address: 990 Palm St, San Luis Obispo, CA 93401-------3219 Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.  I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

Authorized Representative Signature
David Amini
Electronically signed by [email protected] on 10/8/2025 2:16 PM Authorized Representative Title
Housing Coordinator

Printed By: David Amini on 10/8/2025 1 of 8
Overview
Completed by [email protected] on 10/8/2025 2:18 PM
Case Id: 30612
Name: Capacity Building, City of San Luis Obispo - 2026 Address: 990 Palm St, San Luis Obispo, CA 93401--3219
Overview
County of San Luis Obispo
Administration and Capacity Building Program
Department of Social Services
Adult and Homeless Services Branch
PO Box 8119
San Luis Obispo, CA 93403-8119

Printed By: David Amini on 10/8/2025 2 of 8
[email protected]
Community Development Block Grant (CDBG) funding is available. The County of San Luis Obispo 2026 Action Plan Notice of Funding Availability (NOFA) is posted on the County’s Department of Social Services – Homeless Services Division website at www.slocounty.gov/HomelessServicesGrants.

All applications must meet the eligibility criteria and requirements set forth in the NOFA. The Urban County of San Luis Obispo receives funding from local, state, and federal sources including Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG). Please be aware that the CDBG, HOME, and ESG fund sources are not permitted to support activities or projects located in the City of Grover Beach.

Applications for the 2026 Action Plan NOFA will be accepted until the 5:00 pm submission deadline on Friday, October 10, 2025.

If you have any questions about the applications process, please contact the Homeless Services Division directly at [email protected].
****************************************
Cities participating in the Urban County of San Luis Obispo are eligible to apply for funding from the CDBG grant for Administration and/or Capacity Building projects.
****************************************
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review. This may negatively impact scoring of your application.

Printed By: David Amini on 10/8/2025 3 of 8
A. Applicant Information
Completed by [email protected] on 10/8/2025 2:23 PM
Case Id: 30612
Name: Capacity Building, City of San Luis Obispo - 2026 Address: 990 Palm St, San Luis Obispo, CA 93401---3219
A. Applicant Information
Please provide the following information.

PRIMARY APPLICANT INFORMATION-LEAD AGENCY
A.1. Organization Name
City of San Luis Obispo
A.2. Type of Organization
Government Or Public Entity
A.3. UEI Number: For more information, visit SAM.GOV
VCUGK243NQ71
A.3.a. Please upload proof of active SAM.gov registration for your organization.  Proof of Active SAM.gov Registration *Required
Proof of Active SAM.gov Registration - City of SLO.pdf
A.4. Address
990 Palm St
San Luis Obispo, CA 93401-3219

CONTACT INFORMATION
A.5. Contact Person Name
David Amini
A.5a. Contact Person Title
Housing Coordinator
A.5b. Phone Number
(805) 781-7524
A.5c. Email
[email protected]

Printed By: David Amini on 10/8/2025 4 of 8
B. Proposed Project & Project
Details
Completed by [email protected] on 10/8/2025 2:23 PM
Case Id: 30612
Name: Capacity Building, City of San Luis Obispo - 2026 Address: 990 Palm St, San Luis Obispo, CA 93401----3219 B. Proposed Project & Project Details
Please provide the following information.

B.1. Name of Proposed Project
City of San Luis Obispo Capacity Building
B.2. Project/Program Address
990 Palm St
San Luis Obispo, CA 93401----3219
B.3. Areas Served-Select all that apply
 City of Arroyo Grande
 City of Atascadero
 City of Morro Bay
 City of Paso Robles
 City of Pismo Beach
 City of San Luis Obispo
B.4. Proposed Project Type - A separate application must be submitted for each project type.

Planning and Capacity Building (24 CFR 570.205)
B.5. Provide a brief narrative of the proposed project and how funds will be used for administration or planning and capacity building.

Under this application, staff will continue to implement Program 1.7 from the 6th Cycle Housing Element which directly benefits homeless and low-income individuals by continuing to support local and regional solutions to homelessness by funding supportive programs, services, and housing solutions. Staff will also continue to implement Program 8.11 from the Housing Element which requires the City's Housing Policies and Programs team to continue to provide resources that support local and regional solutions to meet the needs of homeless. Staff will also continue to support, jointly with other agencies, shelters and programs, for the homeless and displaced individuals. These policies are specifically implemented through the City's Homelessness Response Strategic Plan adopted by City Council in 2023.

B.6. Please upload your organization's Most Recent Financial Audit.  Most Recent Financial Audit *Required

Printed By: David Amini on 10/8/2025 5 of 8
Attachment B - Most Recent Audit.pdf
B.7. REQUIRED ACKNOWLEDGEMENT FOR FEDERAL GRANTS OR CONTRACTS. Does your organization certify that, if awarded funds, it will comply with the requirements as shown as “CDBG Example Exhibit D-General Conditions ” and “CDBG Example Exhibit E-Special Conditions ”?
Yes

Printed By: David Amini on 10/8/2025 6 of 8
C. Funding & Eligible Activities
Completed by [email protected] on 10/8/2025 2:24 PM
Case Id: 30612
Name: Capacity Building, City of San Luis Obispo - 2026 Address: 990 Palm St, San Luis Obispo, CA 93401-----3219 C. Funding & Eligible Activities
Please provide the following information.

C.1. Amount of CDBG funds requested:
$18,439.50

Printed By: David Amini on 10/8/2025 7 of 8
D. Supplemental Documents
Completed by [email protected] on 10/8/2025 2:24 PM
Case Id: 30612
Name: Capacity Building, City of San Luis Obispo - 2026 Address: 990 Palm St, San Luis Obispo, CA 93401------3219 D. Supplemental Documents
Please note that all documents uploaded into this application must be less than 100 MB in file size. We cannot accept documents via email or through another platform, such as Dropbox or Google Drive. Applicants may split larger documents into multiple smaller files, label them appropriately with “part X of X” and then upload them directly into this application.

Do not upload password-protected documents into this application. All password-protected documents will be removed during threshold review. This may negatively impact scoring of your application.

Documentation
Please upload any other documentation that should be considered during review of your application.

Multiple files may be uploaded if needed.
 Supplemental Documentation
**No files uploaded

Printed By: David Amini on 10/8/2025 8 of 8
Submit
Completed by [email protected] on 10/8/2025 2:24 PM
Case Id: 30612
Name: Capacity Building, City of San Luis Obispo - 2026 Address: 990 Palm St, San Luis Obispo, CA 93401-------3219 Submit
Please provide the following information.
 The applicant certifies that all information contained in this application, and supporting documentation, given for the purpose of obtaining assistance, is true and complete to the best of the applicant’s knowledge.  I hereby certify that our organization has complied with all applicable laws and regulations pertaining to the application and is an eligible applicant for the requested funding. The organization proposes to provide the program services or complete the project identified in this application. If this application is approved and this organization receives the requested funding this organization agrees to adhere to all relevant Federal, State, and local regulations and other assurances as required by the County.  I hereby certify that the organization is fully capable of fulfilling its obligation under this application, as stated herein.
 I further certify that the information provided in this Funding Application is correct, accurate, and complete.

Authorized Representative Signature
David Amini
Electronically signed by [email protected] on 10/8/2025 2:24 PM Authorized Representative Title
Housing Coordinator

B. Draft 2026-27 CDBG Funding Allocations
City 2026-27 CDBG
Funding
Recommended
Funding
No. Applicant Activity Requested
Public Services
1 Community
Action
Partnership of
San Luis Obispo
(CAPSLO)
CAPSLO Prado Homeless
Services Center (Prado HSC)
2026-27
$67,172.00 $79,025.00
2 Peoples' SelfHelp Housing Supportive Housing Services $11,853.00 $25,000.00 SUBTOTAL $79,025.00 $104,025.00
Housing and Public Facilities
3 San Luis Obispo
Nonprofit Housing
Corporation
(SLONP)
Monterey Family Apartments $0.00* $722,388.00
4 Access Support
Network Adriance Court Roofing $70,000.00 $70,000.00
5 CAPSLO Energy
Services Minor Home Repair $98,500.00 $98,500.00
SUBTOTAL $168,500.00 $890,888.00
Administration and Capacity Building
6 City of San Luis
Obispo CDBG Administration $18,439.50 $18,439.50
7 City of San Luis
Obispo Capacity Building $18,439.50 $18,439.50
SUBTOTAL $36,879.00 $36,879.00
TOTAL $284,404.00 $1,031,792.00
*Revised to exchange 2026-27 CDBG funds for funding from prior program years. The 2026-27 exchanged funds in the amount of $173,943 intended for Monterey Family Apartments will be allocated by the County towards the 5 Cities Homeless Coalition Recuperative Care Facility project. The Monterey Family Apartments project will receive prior-year CDBG funds from the County allowing SLONP to close financing in March to meet the tax-credit financing deadline.

Item 5d
Department: Police
Cost Center: 8001
For Agenda of: 2/17/2026
Placement: Consent
Estimated Time: N/A
FROM: Rick Scott, Police Chief
Prepared By: Melissa Ellsworth, Senior Administrative Analyst SUBJECT: AUTHORIZE THE POLICE DEPARTMENT TO SUBMIT A GRANT APPLICATION TO THE OFFICE OF TRAFFIC SAFETY FOR FY 2026-27

AND ADOPT A RESOLUTION AUTHORIZING THE ACCEPTANCE OF
FUNDS FOR THE FY 2025-26 TOBACCO GRANT PROGRAM

RECOMMENDATION

1. Approve submission of a FY 2026-27 grant application to the California Office of Traffic Safety in an amount not to exceed $180,000.

2. If the grant is awarded, authorize the City Manager and the Chief of Police to execute grant related documents and authorize the Finance Director to make the necessary budget adjustments upon the award of the grant.

3. Approve a resolution titled: “A resolution of the Council of the City of San Luis Obispo, California, authorizing the acceptance of grant funds in the amount of $74,276 from the State of California Department of Justice, Office of Attorney General, Tobacco Grant Program to increase education and enforcement programs focusing on reducing the illegal sale of tobacco products to minors in the city.” (Attachment A)

POLICY CONTEXT
The recommended actions are consistent with the City of San Luis Obispo’s Financial Management Manual, Section 740 - Grant Management Policy. The policy states that Council must approve all grant applications in excess of $5,000 and delegates receipt and contract execution to the City Manager.

DISCUSSION
The Police Department (“Department”) utilizes grant funds annually to offset costs associated with focused enforcement activities related to traffic safety, underage drinking and tobacco enforcement. Grant funding is used to pay for officer overtime and related equipment.

Item 5d
Office of Traffic Safety
The California Office of Traffic Safety (OTS) provides annual grant funding to agencies aimed to prevent deaths and injuries on roadways through special enforcement and public awareness efforts. Grant funds help the City’s efforts to improve traffic safety and quality of life in the community.

The Department has been awarded funding from the OTS annually for over twenty years.

The grant funding is used to conduct numerous operations specifically focused on alcohol or drug impaired drivers. The grant application was due January 30, 2026, and staff submitted the application in late January to meet the quick turnaround deadline. Due to the timing of the grant deadline, the application was submitted prior to Council’s review; however, if Council denies this request, the application can be withdrawn. If awarded, grant funds will be used for overtime costs associated with the following activities: DUI checkpoints, DUI saturation patrols, traffic enforcement, distracted driving, traffic safety education, and pedestrian and bicycle enforcement.

Tobacco Grant Resolution
On July 15, 2025, Council authorized staff to submit a grant application to the California Department of Justice for a Tobacco related grant program which funds efforts to reduce the illegal sale and marketing of tobacco products to minors. On November 24, 2025, the Department was notified of the grant award and in mid-December, the granting agency hosted a virtual workshop to discuss grant requirements. After the award, the grant requires an approved resolution to authorize the acceptance of grant funds from the State of California.

Public Engagement
This item is on the agenda for the February 17, 2026, City Council meeting and will follow all required postings and notifications. The public may have an opportunity to comment on this item at or before the meeting.

CONCURRENCE
The Director of Finance concurs with staff’s recommendation.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the recommended action in this report because the action does not constitute a “Project” under CEQA Guidelines Section 15378.

FISCAL IMPACT
Budgeted: No Budget Year: 2025-26
and 2026-27
Funding Identified: No
Fiscal Analysis:

Item 5d
Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
State Grant –
Office of Traffic
Safety
$180,000 $ $ $
California
Department of
Justice
$74,276
Total $254,276 $ $ $
Matching funds are not required for these grants. The OTS grant runs on a Federal fiscal year, and the Tobacco grant will coincide with the City’s fiscal year. Both grants operate under a reimbursement basis for repayment.

ALTERNATIVES
Do not submit grant application or decline funding. Grants provide funding for specialized equipment purchases and overtime for targeted education and enforcement opportunities. Without grant funds, the department would not be able to carry out these types of programs which increase safety in our community.

ATTACHMENT
A - Draft Resolution authorizing the acceptance of grant funds from the State of California Department of Justice

R _____
RESOLUTION NO. _____ (2026 SERIES)

A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS

OBISPO, CALIFORNIA, AUTHORIZING THE ACCEPTANCE OF GRANT FUNDS IN THE AMOUNT OF $74,276 FROM THE STATE OF

CALIFORNIA DEPARTMENT OF JUSTICE, OFFICE OF ATTORNEY

GENERAL, TOBACCO GRANT PROGRAM TO INCREASE EDUCATION

AND ENFORCEMENT PROGRAMS FOCUSING ON REDUCING THE

ILLEGAL SALE OF TOBACCO PRODUCTS TO MINORS IN THE CITY
WHEREAS, the San Luis Obispo Police Department (the “Police Department”) through the City of San Luis Obispo desires to undertake programs to increase education and enforcement to focus on reducing illegal sales of tobacco products to minors; and WHEREAS, the City Council authorized the Police Department to submit a grant application through the California Department of Justice for the Tobacco Grant Program on July 15, 2025, to conduct enforcement activities to reduce illegal sales and marketing of tobacco products to minors; and
WHEREAS, in November 2025, the Police Department was notified of the Tobacco Grant award in the amount of $74,276; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows:

SECTION 1. The City Manager or Chief of Police is hereby authorized to accept grant funding in the amount of $74,276 from the State of California DOJ.

SECTION 2. The City Manager or Chief of Police is hereby authorized to execute the grant documents and to submit all documents including without limitation, contracts, amendments, extensions and payment requests as appropriate to accept the funds under and comply with the conditions of the grant.

SECTION 3. The Finance Director is authorized to make the necessary budget adjustments upon the award of the grant.

SECTION 4. Grant funds received hereunder shall not be used to supplant expenditures controlled by this body.

Upon motion of __________________, seconded by___________________, and on the following roll call vote:

AYES:

NOES:

Resolution No. _____ (2026 Series) Page 2
R ______
ABSENT:

The foregoing resolution was adopted this ______day of _____________2026. __________________________
Mayor Erica Stewart
ATTEST:
____________________________
Teresa Purrington
City Clerk
APPROVED AS TO FORM:
____________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. __________________________
Teresa Purrington
City Clerk

Item 5e
Department: Information Technology
Cost Center: 1101
For Agenda of: 2/17/2026
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Josh Erquiaga, Information Technology Manager SUBJECT: AUTHORIZATION TO EXECUTE A CONTRACT FOR 911 CALL

HANDLING EQUIPMENT AND SERVICES

RECOMMENDATION

1. Authorize the City Manager to execute a five-year contract with AT&T for 911 call handling equipment and services; and

2. Waive formal bids and authorize use of California Department of Technology Agreement 6138-2020 (Attachment A) to procure this purchase as allowed under

03.24.060E of the City of San Luis Obispo Municipal Code.

POLICY CONTEXT
Per the Purchasing Policy, purchases greater than $150,000 (professional services) and $200,000 (general goods) must come before City Council for approval. Waiving formal bids and authorizing the use of California Department of Technology Agreement 6138- 2020 (Attachment B) to procure this purchase is consistent with City Purchasing Policy, Section 204: No-Bid Purchasing, and Municipal Code Section 03.24.060E, which permits staff to dispense with bidding requirements, “when the purchase will be made cooperatively with one, or more, other units of government, or from a local dealer within the city limit that can provide the same brand, model and configuration of item(s) identified in the cooperative purchase agreement(s) at or below the cooperative purchasing net cost within the same terms and conditions.”

DISCUSSION
Background
The City of San Luis Obispo maintains a Public Safety Answering Point (PSAP) at the Emergency Communications Center (ECC), which is co-located with Fire Station 1. The PSAP is responsible for handling all 911 emergency calls for service within the City limits and for transferring all calls for other agencies to those agencies (e.g., a misrouted call from a cell phone in another jurisdiction). For the last five full years, 2020 through 2024, the ECC has handled an average of 105,169 calls annually, including:

Item 5e
 52,655 - Non-emergency calls into the ECC
 28,135 - 911/emergency calls into the ECC
 20,433 - Outbound calls from the ECC
 2,926 - Abandoned calls into the ECC
 105,169 - total calls through the ECC annually
These averages reflect a broad range of both emergency and non-emergency calls received from the public. This includes traditional 911 calls requesting police, fire, and medical assistance, as well as non-emergency requests for public safety services, alarm company notifications, and interagency coordination during large-scale incidents. In addition, the ECC serves as a point of contact for community members seeking assistance when they are unsure where else to direct their call.

The outbound calls represent many different call types:
 Requests from field units to the ECC to place calls on their behalf while handling incidents in the field.
 Trying to reach abandoned calls in to the ECC.
 The ECC calling third-party vendors for translation services.

Handling the volume of calls and the requests that result requires specialized systems to receive calls, along with location information and other metadata used to dispatch the appropriate resources and track those calls until they are closed. The State of California’s Office of Emergency Services (CalOES), through the California Department of Technology (CDT), has negotiated with vendors to provide these systems to PSAPs. In addition, CalOES provides funding to local PSAPs, based on their emergency call volume, to acquire these systems. CalOES has allocated $490,000 to the City of San Luis Obispo to acquire upgraded systems for its emergency call-handling needs. In addition to State funds, the City proactively funds 911 upgrade projects through the Information Technology Capital Improvement Program (IT CIP). IT CIP funds are programmed in case State funding is reduced between upgrade cycles, or the State formula doesn’t fully provide for the equipment necessary to fulfill the City’s operational needs.

The City last updated its 911 call-handling equipment in 2015. Normally, 911 call-handling equipment is replaced every five to seven years. The City’s systems were eligible for upgrade in 2022, but the upgrades were postponed by the State as it was in the middle of its initial attempt to roll out a state-wide Next Generation 911 program. Due to delays in the statewide roll-out of that program and the age of the City’s systems, CalOES authorized upgrading the existing systems at this time.

City staff recommend that the Council authorize the contract with AT&T to purchase its VIPER call-handling equipment and services, along with transcription and translation services (identified as “New technology integration” in Attachment D). The new transcription and translation services are built into the software and allow Dispatchers to better serve callers who may not speak English fluently. Because these services are built

Item 5e
into the software, they can be used immediately to address a caller's emergency request while an official translation request is submitted, allowing for a quicker emergency response. Currently, Dispatchers rely on a third-party contractor to provide translation services, which results in much slower responses to emergencies, as well as limited information being received by the ECC due to the time it takes to manually translate those calls. Additionally, the current translation service used by the ECC typically provides only Spanish translation. Right now, when dispatch receives an emergency call from any other language, it takes around 10 minutes to find a translator. Viper, integrated with translation, currently supports over 40 languages, which allows Dispatchers to converse seamlessly with callers who speak different languages in real time without the need for a third-party contractor. The current third-party translation contractor is provided by the State at no charge to PSAPs, so there is no savings to the City if they do not use the third-party translation service. The State funding contribution will fully cover the equipment purchase; however, the City will need to pay for the transcription and translation services. The cost for the additional services is $113,342. Staff recommend using the IT CIP project funds to increase the total available funding to accommodate the purchase of both the hardware and the transcription and translation services.

Previous Council or Advisory Body Action
The City Council last approved an upgrade of the 911 call-handling equipment at the October 6, 2015 City Council meeting as part of the consent agenda (Item 8).

Public Engagement
This item is on the agenda for the February 17, 2026, City Council meeting and will follow all the required posting and notification. The public may comment on this item at or before the meeting.

CONCURRENCE
City Information Technology staff have worked closely with the Police Department on this project and agree with the recommendation.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the recommended actions in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-26
Funding Identified: Yes

Item 5e
Fiscal Analysis:
911 Phone System, Project # 2000601-01
Project #2000601-01 $172,345 $490,000
Project Total
Costs Funding Source* InfoTech Repl -
LRM CalOES
Fund # 403
AT&T $113,342 $490,000 $603,342
Contingencies $0 $0 $0
Total for Construction $113,342 $490,000 $603,342
Construction Management: $0 $0 $0
Materials Testing: $0 $0 $0
Public Relations: $0 $0 $0
Printing: $0 $0 $0
Total Project Cost $113,342 $490,000 $603,342
Current Project Balance: $172,345 $490,000 $662,345
Additional Funding: $0 $0 $0
Post Project Remaining Balance: $59,003 $0 $59,003
The main funding for this project is the $490,000 allotment from CalOES. CalOES will pay AT&T directly based on the attached quote (Attachment C), so no funding will pass through the City. If the City opts to move forward with the purchase of the additional translation and transcription quote (Attachment D), the City would fund the remaining $113,342 from the budgeted CIP Project # 2000601-01, 911 Phone System. The 911 Phone System project was originally funded in FY 2021-22 based on the expected replacement lifecycle of the 911 call handling equipment but was delayed due to changes at the State level with the state-wide 911 system. This project funding would be expended in the current fiscal year in support of this request.

ALTERNATIVES

1. Council could decide not to authorize the additional new technology services.

Should Council choose this option, the City would receive new call-handling equipment but would not have access to new translation and transcription technologies.

2. Council could decide not to award the contract to AT&T. Should the Council choose this option, City staff would need to work with CalOES to identify other approved vendors of 911 call-handling equipment to implement. Bringing in a new vendor would add additional cost and time to the project and could require extensive retraining of Dispatch staff to learn a new call handling system.

3. Council could decide not to award the contract using the California Department of Technology contract. Should the Council choose this option, City staff would need to run a new procurement process to acquire new call handling equipment and

Item 5e
services. Given the size of the State contract and its purchasing power, it is unlikely that the City of San Luis Obispo would be able to negotiate a more favorable contract.

4. Council could decide not to award the contract. Should the Council choose this option, the City would not update its 911 call handling equipment. This would leave the City vulnerable to failures of its 911 system and its ability to take emergency calls from the public. Service and support for the current system will expire in June 2026, and AT&T is unlikely to renew those contracts due to the system's age.

ATTACHMENTS
A – Cal OES Allotment Letter.pdf
B – California Department of Technology Agreement 6138-2020.pdf C – SLO PD – ATT VIPER Hardware and Services Quote.pdf
D – SLO PD – ATT VIPER Translation and Transcription Quote.pdf

GAVIN NEWSOM

GOVERNOR

NANCY WARD

DIRECTOR
601 SEQUOIA PACIFIC BLVD, SACRAMENTO, CA 95811

PUBLIC SAFETY COMMUNICATIONS
(916) 894-5007 TELEPHONE
July 30, 2025 Tracking Number: 25309
Joshua Erquiaga, Information Technology Manager
City of San Luis Obispo Police Department
1135 Roundhouse St.

San Luis Obispo, CA 93401
Subject: Customer Premise Equipment (CPE) Fixed Allotment Funding – On Premise Solution
Dear Joshua Erquiaga:

The California 9-1-1 Emergency Communications Branch (CA 9-1-1 Branch) has received your Advance Notification for Call Processing Equipment (CPE) Funding letter of intent to replace the 9-1-1 system at your Public Safety Answering Point (PSAP). Acceptance of CPE Allotment funds from the CA 9-1-1 Branch commits your agency to PSAP operations 24 hours-a-day, seven days-a-week, for a minimum of five years. If PSAP operations are not maintained at that level, the City of San Luis Obispo Police Department may become financially responsible for all subsequent CPE maintenance and 9-1-1 network service charges. Our evaluation of recent 9-1-1 emergency call volume qualifies the City of San Luis Obispo Police Department for a Fixed Allotment of $490,000 to be used to purchase an on premise solution. The Fixed Allotment funding will expire upon expiration/cancellation of the current MPA if your CPE approval process has not been initiated.

The CA 9-1-1 Branch has implemented a non-mandatory Master Purchase Agreement (MPA) that enables participating vendors to invoice the CA 9-1-1 Branch directly for the purchase of 9-1-1 systems and services. Price lists are available at:
https://www.caloes.ca.gov/office-of-the-director/operations/logistics-management/publicsafety-communications/ca-9-1-1-emergency-communications-branch/ca-911-servicescontracts/ The CA 9-1-1 Branch CPE Funding Policy and Funding Processes are detailed in the 9-1-1 Operations Manual – Chapter III available at:
https://www.caloes.ca.gov/office-of-the-director/operations/logistics-management/publicsafety-communications/ca-9-1-1-emergency-communications-branch/ca-911-operationsmanual/ Please contact me directly with any questions at [email protected] or (916) 894-5176.

Sincerely,
John Diaz, 9-1-1 Advisor
CA 9-1-1 Emergency Communications Branch
Docusign Envelope ID: 5B26F8D4-732D-470F-BF24-7C8E23EA703E

REGISTRATION NUMBER

AGREEMENT NUMBER AMENDMENT NUMBER
6138-2020 3

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

CONTRACTING AGENCY NAME
California Governor’s Office of Emergency Services

CONTRACTOR NAME
AT&T Enterprises, LLC, successor in interest to AT&T Corp.

2. The term of this
Agreement is:

July 10, 2020, or upon approval by CDT STP, whichever is later, through July 9, 2026, with two (2) two-year options to extend

3. The maximum amount of this
Agreement after this Amendment is:
$0.00
(Zero Dollars and Zero Cents)

4. The parties agree to comply with the terms and conditions of this Agreement Amendment #3 for the NG 9-1-1 CLOUD NATIVE OR DATA CENTER CALL PROCESSING EQUIPMENT (CPE) for the California Governor’s Office of Emergency Services (Cal OES) to add On-Premises CPE. All documents and actions noted below are by this reference made part of the Agreement and incorporated herein:

ACTIONS:

Amendment #3 – Both parties mutually agree to amend this Agreement as followed:
a. Exhibit A, Statement of Work (SOW), attached hereto, replaces the original Exhibit A, Statement of Work (SOW) in its entirety.
b. Exhibit 21, Technical Requirements, attached hereto, replaces the original Exhibit 21, Technical Requirements in its entirety.
c. Exhibit 22, Cost Workbook, attached hereto, replaces the original Exhibit 22, Cost Workbook, in its entirety.

All other terms and conditions shall remain the same.

IN WITNESS WHEREOF, this Agreement has been executed by the parties hereto.

Department of Technology (CDT),
Statewide Technology Procurement (STP)
Use Only

CONTRACTOR
CONTRACTOR NAME (If other than an individual, state whether a corporation, partnership, etc.) AT&T Enterprises, LLC, successor in interest to AT&T Corp.

CONTRACTOR AUTHORIZED SIGNATURE DATE SIGNED

PRINTED NAME AND TITLE OF PERSON SIGNING
Samantha Thibault, Sales Director

ADDRESS
1452 Edinger Ave., Tustin, CA 92780

STATE OF CALIFORNIA

CONTRACTING AGENCY NAME
California Governor’s Office of Emergency Services

CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED
EXEMPT PER:

PRINTED NAME AND TITLE OF PERSON SIGNING
Mary Rucker, Assistant Director, Finance and Logistics Administration

CONTRACTING AGENCY ADDRESS
3650 Schriever Avenue, Mather, CA 95655

STATE OF CALIFORNIA

DEPARTMENT OF TECHNOLOGY

STATEWIDE TECHNOLOGY PROCUREMENT STANDARD AGREEMENT AMENDMENT TECH 213A (rev. 06/2020)

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020

EXHIBIT A, STATEMENT OF WORK
1 BACKGROUND AND PURPOSE
The Governor’s Office of Emergency Services (Cal OES), Public Safety Communications, CA 9-1-1 Emergency Communications Branch (CA 9-1-1 Branch) is authorized by statute Government Code (GC) Sections 53100-53121 to manage and oversee the statewide 9-1-1 emergency communications system. The authority to oversee the expenditures of State Emergency Telephone Number Account (SETNA) funds is provided in the California Department of Finance’s Manual of State Funds, 0022. The CA 9-1-1 Branch is responsible for administering the SETNA which provides funding to California Public Safety Answering Points (PSAPs) for 9-1-1 systems and services. The main function of the 9-1-1 Call Processing Equipment (CPE) is to provide PSAPs with call handling equipment to answer the 9-1-1 calls.

The Next Generation 9-1-1(NG9-1-1) services in California follow the National Emergency Number Association (NENA) i3 Call Flow per Figure 1 in NENA-STA-010.2-2016 https://cdn.ymaws.com/www.nena.org/resource/resmgr/standards/NENA-STA010.2_i3_Architectu.pdf NENA Detailed Functional and Interface Standards for the NENA i3 Solution. Each CPE provider shall provide NENA i3 call flow to support interoperability with the Prime Network Service Provider (PNSP) and Regional Network Service Provider (RNSP).

The CPE solution shall follow the National Emergency Number Association (NENA) i3 Call Flow per NENA-STA-010.2-2016, NENA Detailed Functional and Interface Standards for the NENA i3 Solution. The CPE solution shall utilize the NG 9-1-1 trunks maintained by PNSP and RNSP to deliver all 9-1-1 traffic to the PSAP. The NG 9-1-1 trunks are a CPUC tariffed service that are maintained by PNSP and RNSP. Figure 1 provides an overview of the NG 9-1-1 traffic flow and identifies the responsibility of PNSP, RNSP, and the CPE provider.

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020
FIGURE 1: NG 9-1-1 TRAFFIC RESPONSIBILITY (CLOUD/DATA CENTER) Additional resource documents for reference:

CA 9-1-1 Branch Operations Manual - https://www.caloes.ca.gov/cal-oesdivisions/public-safety-communications/ca-9-1-1-emergency-communicationsbranch/ca-9-1-1-operations-manual

1.1 OBJECTIVE
This Statement of Work (SOW) establishes the Master Purchase Agreement that shall be used by every PSAP in California to procure CPE that utilizes both CAMA and PSNP and RNSP NG 9-1-1 Trunks to deliver 9-1-1 traffic to every PSAP. This SOW shall serve as the rules and regulations between the CA 9-1-1 Branch and the Contractor to provide native cloud and data center CPE as well as on-premises CPE.

This SOW will also establish a standard CPE platform that complies with NENA i3, interfaces with the PNSP and RNSP networks and aligns with the authorized Cal OES Budget for 9-1-1 services. Cal OES, CA 9-1-1 Branch will oversee and approve all purchases made under this agreement. The PSAPs will use this agreement to purchase 9-1-1 CPE Systems with SETNA funding as authorized and approved by the CA 9-1-1 Branch.

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020
2 DESCRIPTION OF PROPOSED SERVICE

2.1 CLOUD BASED/DATA CENTER MODEL SERVICE TO BE PROVIDED The Contractor agrees to provide CPE services in accordance with the SOW and EXHIBIT 21, TECHNICAL REQUIREMENTS. The Contractor agrees that CPE shall support all call handling and call flow elements of NENA i3. Any proprietary components that are implemented within the CPE shall not compromise the ability to support NENA i3 and the ability for the PNSP or RNSP to deliver the call to the PSAP, or to support transfers from one PSAP to another, regardless of Contractor.

CPE services to be provided shall include, but are not limited to:
1) This solution shall be an Evergreen Native Cloud based or Data Center based service. Contractors shall not provide a Hosted CPE solution that exists in the current legacy environment.
2) Contractor shall provide solutions to the PSAPs that have been tested in the CA 9-1-1 Branch NG911 Lab and validated by the CA 9-1-1 Branch to ensure interoperability with PNSP and RNSP;
3) Contractor shall provide CPE performance monitoring and provide access to PSAPs and the CA 9-1-1 Branch through a dashboard;
4) Contractor shall be solely responsible for trouble ticket reporting for all CPE services to include subcontractor services. The Contractor shall develop and maintain trouble ticket e-bonding with RNSP and PNSP trouble ticketing. Trouble ticket information and status updates must be pushed and received by all parties in order to reduce confusion and to allow a single point of reference, no matter which vendor the PSAP chooses to call;
5) Contractor shall implement standards and best practices as determined by the CA 9-1-1 Branch to ensure global interoperability;
6) Contractor shall provide leadership to promote collaborative mission focused, implementation that supports interoperability and supports the Cal OES mission; 7) Contractor shall provide a lead team member to work together to maintain the interoperability interface with PNSP and RNSP;
8) Contractor shall ensure that installation of equipment includes all hardware, cabling, labor, software and configuration required to deliver and make the system ready for use, and operational with the manufacturer’s published specifications;
9) Contractor’s Evergreen coverage shall include maintenance and replacement of all system components, including but not limited to all workstations, interface devices, and associated hardware;
10) Contractor shall designate a primary contact person located in the continental United States (CONUS) to whom all project communications may be addressed and who has the authority to act on all aspects of the services;

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020
11) Contractor shall notify the CA 9-1-1 Branch, in writing, of all changes in the personnel assigned to the tasks. If a Contractor employee is unable to perform due to illness, resignation, or other factors beyond the Contractor’s control, the Contractor will provide suitable substitute personnel;
12) Contractor shall install workstation and any peripheral hardware on the premises of the PSAP, during the best available hours for the PSAP, and at all other times as required to successfully provide the services;
13) Contractor shall provide the PSAP and the CA 9-1-1 Branch with a copy of the system update process and schedule;
14) Contractor shall work closely with PSAPs regarding any of the additional applications provided under Contract and adhere to any changes and future time-frames listed in the individual requirements;
15) Contractor shall ensure PSAP has unrestricted use of any CPE solution software that is proprietary in nature;
16) Contractor shall submit a system diagram, depicting data flow and interconnection requirements;
17) Contractor shall be responsible for all the terms and conditions of this Contract regardless of whether or not a failure occurs in their system or their Subcontractors system;
18) Contractor shall implement all functional requirements included in Exhibit 21; 19) The Contractor agrees to provide CAMA integration CPE services in accordance with this Amendment 1 that includes the Technical Requirements and Cost Elements needed to support the CAMA interface. These requirements are mandatory and shall be part of the CPE solution and will be tested in the CA 9-1-1 Branch lab and accepted by Cal OES 9-1-1 Branch, prior to issuing SOW to the PSAP for CPE purchase.

Amended CPE services to be provided shall include, but are not limited to:
a. The CPE solution shall interface with CAMA according to the additional technical requirements as per Exhibit 21 - Technical Requirements (See section B for details).
b. The amended CPE solution shall provide an interface with CAMA according to the additional cost elements as per Exhibit 22 – Cost Workbook. There will be no additional costs for maintaining, servicing, or disconnecting the CAMA (See section C for details).

2.2 ON PREMISES SERVICE TO BE PROVIDED
The Contractor agrees to provide the on-premises CPE solution that passed the Cal OES 9-1-1 lab testing at the rates listed on the Exhibit 22 – Cost Workbook. Administrative

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020
requirements and SLAs posted within this SOW apply to both on-premises and cloudbased call-handling unless designated otherwise by the CA 9-1-1 Branch.

2.3 CPE SERVICES ENVIRONMENT
This section is intended to present an overview of the NG9-1-1 environment in California.

The PNSP and RNSP are responsible for delivering NG 9-1-1 traffic to the CPE provider based on the PSAP that has been identified to receive the 9-1-1 information. The Contractor shall be responsible for receiving the 9-1-1 traffic from the legacy 9-1-1 network and the PNSP or RNSP. The Contractor shall also provide the call processing functionality required to display any and all 9-1-1 information at the PSAP.

2.4 COMMERCIALLY AVAILABLE HARDWARE
Wherever possible, commercially available hardware shall be used for simplicity, ease of maintenance, replacements, and upgrades.
3 CONTRACT TERM
Effective upon approval of the California Department of Technology (CDT), Office of Statewide Technology Procurement (OSTP), the term of the Contract is four (4) years with three (3) two (2) year options.

The CA 9-1-1 Branch at its sole discretion, may exercise the option to execute, three (3), two (2) year extensions of all services identified in this Contract at the costs identified in EXHIBIT 22, COST WORKBOOK, for a maximum Contract term of ten (10) years.

Contractor shall provide an all-inclusive cloud-based /data-center based or onpremises CPE solution. All options shall be included with the ability to de-activate or ‘turn off’ options or features based on PSAP needs and requirements. Vendor shall not provide options that result in tiered service.

Amendments may occur at any time, consistent with the Terms and Conditions of the Multiple Award Contract and by mutual consent of both parties, subject to approval by the CA 9-1-1 Branch.

Period of performance for a PSAP’s CPE purchase will continue for the life of the Contract, including all extensions. Evergreen coverage for all systems and services, excluding network, shall be included. Coverage starts from the date of system acceptance. The Contractor shall adhere to this Period of Performance for up five (5) years, if necessary, after the multiple award Contract term expires All price quotes/SOWs must be received by the CA 9-1-1 Branch at a minimum of four (4) weeks prior to the Multiple Award Contract expiration to allow time for review, revision, and issuance of a TD-288 Commitment to Fund. No quotes or SOWs will be accepted and processed within this four (4) week period.

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020
PSAP is required to hold CPE service for a minimum of five (5) years unless Contract is terminated due to a proven failure to perform. After year five (5), if the PSAP chooses to continue the CPE maintenance, it will be approved by Cal OES on a year-to-year basis, for up to 2 years. The PSAP may cancel the service during those 2 years at any time with 30 days written notice to the CPE Provider.

After the multiple award Contract expiration date, new orders shall not be issued and are prohibited. The terms of this Contract shall be incorporated into the SOW with the PSAP and survive the expiration of the term noted above until the expiration of the affected PSAP’s SOW.

For the purposes of Section 20 of SaaS General Provisions limited liability, purchase price will be defined as the Contractor’s aggregate Monthly Recurring Charges (MRC) contract amount for the affected solution and PSAP(s) for the previous twelve months prior to the incident.

3.1 CONTRACT COMMENCEMENT TIME
The Contractor shall not be authorized to deliver goods or commence the performance of services as described in this SOW until written approval has been obtained from all entities and CPE testing at the PSAP has been completed. Any delivery or performance that is commenced prior to the signing of the multiple award Contract shall be considered voluntary on the part of the Contractor and non-compensable.

3.2 CONTRACT AMENDMENTS
This Contract may be amended, consistent with the terms and conditions of the Contract and by mutual consent of both parties and is subject to approval by the California Department of Technology (CDT). No contract amendment shall be executed to allow adding a CPE solution that did not pass the CAL OES NG 9-1-1 Lab validation testing.

3.3 CONTRACT TERMINATION
The CA 9-1-1 Branch may exercise its option to terminate the Agreement at any time with 30 calendar days prior written notice. In the event of such termination, the CA 9-1-1 Branch shall pay all amounts due the Contractor for all deliverables accepted prior to termination.

3.4 CAL OES NG911 LAB CPE TESTING
All CPE shall be tested in the CA 9-1-1 Branch NG 9-1-1 Lab to validate compliance to NENA i3 standard and meeting the functional requirements identified in this SOW (refer to TD 284 System Acceptance and Authorization Form for Cloud CPE Solution as well as TD 284 System Acceptance and Authorization Form for On-Premises CPE Solution). All CPE (cloud based and on-premises) shall be validated in the CA 9-1-1 Branch NG 9-1-1 Lab. If the call handling is not Nena i3 compliant at the time of NG go-live, the

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020
Contractor will be provided 6 months to bring the call handling into compliance, at no cost to the State of California.
4 ORDERING AND DELIVERY PROCESS
The ordering process that the CA 9-1-1 Branch uses is detailed in the 9-1-1 Operations Manual, Chapter III, Funding which can be viewed at:
https://www.caloes.ca.gov/wp-content/uploads/PSC/Documents/Operations-ManualChapter-III-Updated-6.24.pdf

4.1 PERFORMANCE BOND AT PSAP OR CAL OES REQUEST
If requested by the PSAP or Cal OES, the Contractor shall furnish to the Cal OES, a performance bond security in a form satisfactory to the 9-1-1 Branch Manager at no cost to the State, a Performance Bond in the amount of PSAP or Cal OES request for the CPE provider. The bond shall be on a form from an admitted surety insurer and must guarantee Contractor’s compliance with the terms of this Contract. The bond shall be in effect for the duration required by the PSAP or Cal OES.

Failure to submit the required documents may be cause for termination of the Contract.

4.2 9-1-1 CPE SYSTEM DIAGRAMS
As part of the ordering process for the 9-1-1 CPE System, the SOW submitted to the PSAPs shall include system diagrams using Microsoft Visio or similar to depict:

1. System connectivity

2. 9-1-1 traffic and data flow

3. PC hardware Requirements

4. Interfaces to any PSAP auxiliary equipment (i.e. CAD, logging recorder)

4.3 9-1-1 CPE INSTALLATION (CLOUD AND ON-PREMISES)
Orders from the PSAP must be completely installed and ready for acceptance testing within 90 calendar days after TD-288 is issued for cloud or data center CPE and 180 days for on-premises CPE.

The installation date may be changed by mutual consent of the Contractor and the PSAP; however, the system installation schedule must be updated with the revised dates. The Contractor will provide a revised Contractor’s SOW to the PSAP and to the CA 9-1-1 Branch.

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020

4.4 PSAP SITE SURVEY
As part of the SOW for the PSAP, the Contractor shall prepare a list detailing the current electrical power, common ground, and environmental control facilities at the PSAP. The Contractor shall review and comment on the adequacy of the PSAP’s facility, including but not limited to, the adequacy of the floor plan, environmental control, cabling, and NG9-1-1 trunk demarcation to support the installation of the 9-1-1 system. The PSAP shall permit free access, subject to security restrictions at the site, for the purpose of reviewing facility readiness.

4.5 PSAP SITE MODIFICATIONS
If required, the CA 9-1-1 Branch and/or PSAP will discuss the needs for PSAP modification in order to meet the Contractor’s specifications related to CPE installations.

4.6 CERTIFICATION OF EQUIPMENT READINESS
Equipment must be installed and certified ready for acceptance testing by the agreed to installation date and acceptance test plan between the Contractor and PSAP.

4.7 RELOCATION
Relocation refers to a PSAP moving to a different location on a long-term basis. This includes packing up all CPE and associated equipment purchased under this Contract and transporting to another location and reinstalling it for operational use

1. If it is necessary to move the equipment purchased under this Contract from a PSAP location to another, the PSAP will provide their date of disconnection, the locations from and to where the equipment is to be moved, and the reconnection date to the Contractor. The Contractor and PSAP will mutually agree on a reasonable amount of time to accomplish disconnection, relocation, reconnection and having the equipment ready for use. The CA 9-1-1 Branch will only pay for 30 days of overlapping NG9-1-1 trunk costs. After 30 days is exceeded, billing from vacated PSAP premises will be transferred and become the responsibility of the PSAP.

2. The PSAP will pay the Contractor for all reasonable costs for relocation. The Contractor shall maintain responsibility for the equipment at all times during the move.

3. In the case of an emergency PSAP CPE relocation, the CA 9-1-1 Branch will pay for all associated costs. Emergency shall consist of, but is not limited to: force majeure, man-made disasters, hazard to life and limb of PSAP personnel.

CA Governor’s Office of Emergency Services Contract Number: 6138-2020 A3 Contractor Name: AT&T

March 26, 2020

4. Rearrangement of equipment at a single site or for the convenience of the PSAP, shall be at the PSAP’s expense. If the Contractor is asked to move and reinstall equipment at a different facility, the Contractor shall not exceed the hourly Labor Rate bid in Exhibit 22, COST WORKBOOK.

4.8 MOVES, ADDS AND CHANGES (MACS)
MACs refer to changes in system application configurations to facilitate PSAP operations, moving equipment from one location to another in the same facility, or adding additional equipment to completed installations.

1. For those MACs that are performed, such as adding or deleting new workstations, changing speed dial numbers, etc., the Contractor shall provide training to the PSAP System Administrator if required.

2. Contractor shall detail the process for the PSAP to request routine MACs, how the Contractor will perform on-site versus off-site MACs and the anticipated turnaround time to completion.

3. All costs for MACs will be directly billed to and paid by the PSAP, not to exceed the hour labor rate bid in Exhibit 22, COST WORKBOOK. If the Contractor is asked to move and reinstall equipment at a different facility, the labor rates established by this Contract will apply to similar activities performed, such as those described above.

4.9 DOCUMENTATION
Contractor shall provide SOW in a format that complies with the template provided in SOW Attachment 3 Sample SOW Template. Contractor shall provide softcopy of all manuals and materials as well as web access to updates.

4.10 EQUIPMENT DELIVERY AND SHIPMENT

1. Shipments to and from the installation site shall be the responsibility of the Contractor.

2. Equipment shall be packed and marked with content description and destination.

3. The Contractor shall bear the cost of transportation/shipping whenever equipment is shipped or moved for mechanical replacement purposes.

4. The Contractor shall dispose of any packing material and debris. Post installation, the Contractor shall pay transportation charges for the removal of empty packing cases.