PERT Amendment No. 2 — City Council and Authorities Concurrent, May 26, 2026

SECOND AMENDMENT TO THE

MEMORANDUM OF UNDERSTANDING BETWEEN

THE CITY OF SANTA CLARA AND THE COUNTY OF SANTA CLARA REGARDING

PSYCHATRIC EMERGENCY RESPONSE TEAM (PERT) JUSTICE AND MENTAL

HEALTH COLLABORATION PROGRAM
The Memorandum of Understanding (MOU) between the City of Santa Clara (CITY) and COURT Justice and Menta Heaty Collaboration program is hereby ace Red a se rows

AMENDMENT TERMS AND CONDITIONS

1. Section 1.1 under Article 1 "Term; Extensions; Termination", is hereby replaced in its entirety as follows:
"The initial term of this MOU is from the date the MOU is executed by both parties to June 30, 2025, or until the COUNTY's available funding is exhausted, whichever occurs first."
This Agreement is contingent upon the appropriation of sufficient funding by the County for the services covered by this Agreement. If funding is reduced or deleted by the County for the services covered by this Agreement, the County has the option to either terminate this Agreement with no liability occurring to the County or to offer an amendment to this Agreement indicating the reduced amount.

2. ARTICLE 4, MISCELLANEOUS PROVISIONS, is hereby modified to add the following provision:

4.8 Levine Act Compliance:

Contractor will comply and will ensure that its agents (as that term is defined under 2 Cal. Code Regs. § 18438.3(a))) and its subcontractors identified in Contractor's proposal responding to a County solicitation and/or identified in this Agreement ("Subcontractors") comply, with California Government Code section 84308 ("Levine Act") and the applicable regulations of the Fair Political Practices Commission concerning campaign disclosure (2 California Code of Regulations sections 18438.1 - 18438.8), which (1) require a party to a proceeding involving a contract to disclose on the record of the proceeding any contribution, as defined by Government Code section 84308(a)(6), of more than $250 that the party or their agent has made within the prior 12 months, and (2) prohibit a party to a proceeding involving a contract from making a contribution, as defined by Government Code section 84308(a)(6), of more than $250 to any County officer during the proceeding and for 12 months following the final decision in the proceeding. Contractor agrees to submit any disclosures required to be made under the Levine Act at the Office of the Clerk of the Board of Supervisors website at http://www.sccgov.org/levineact, and Contractor shall require Subcontractors to do the same. If this Agreement is to be considered or voted upon by the County's Board of Supervisors, Contractor shall complete the Levine Act Contractor Form: Identification of Subcontractors and Agents, and if applicable, shall ensure that any Subcontractor completes the Levine Act Subcontractor Form: Identification of Agents, and Contractor must submit all such forms to the County as a prerequisite to execution of the Agreement Section 4.7 under Article 4 "Notices", is hereby replaced in its entirety as follows:

All notices required under the terms of this MOU will be in writing and must be transmitted by electronic mail or deposited in the United States Mail, certified mail, return receipt requested, addressed to the parties as set forth below:

COUNTY OF SANTA CLARA: CITY OF SANTA CLARA:

Soo Jung, Director Jovan D. Grogan
Cross Systems Initiatives & Housing Office of the City Manager soo.jung @hhs.sccgov.org [email protected]
S. Bascom Ave., Suite 200 1500 Warburton Avenue
San Jose, CA 95128 Santa Clara, CA 95050
(408) 885-3885 (408) 615-2210
//
//
//
Except as set forth herein, all other terms and conditions of the MOU shall remain in full force and effect; provided, however, in the event of any conflict between the terms of this First Amendment and the MOU, the terms of this First Amendment shall control. The MOU as amended by this First Amendment constitutes the entire MOU of the parties concerning the subject matter herein and supersedes all prior oral and written agreements, representations, and understandings concerning such subject matter.

Ument Polen 10/1/24
Vincent DePaul Robben
Health Care Financial Manager
County of Santa Clara Health System

BLUE ROUTE SHEET - CITY MANAGER REVIEW/APPROVAL REQUIRED Date Carolyn
Originating
Submitted: 9/10/24 McDowell Phone Ext.: 4892
Department (OD): Police Return To:

OD: FILL OUT SECTIONS #1-#7 (FRONT) AND #1-#4 (BACK) BEFORE ROUTING (1) Document: Second Amendment to the MOU between the City and County for PERT Program/Mental Health Clinician [NAME OF DOCUMENT AND CONTRACTOR/OTHER PARTY]
(2) Indicate signature authority:

Service Agreements with a total taxable value of $250,000 or less (exclusive of taxes and shipping) over a five-year period per Ordinance 2050 (CC Action - August 30, 2022) Miscellaneous Agreements including those that allow the use of the City name; rental agreements for City-owned property; licensing or conditional use agreements; confidentiality agreements; nondisclosure agreements; and partnership, cost sharing, in-kind and service agreements with other public or private entities per Resolution 6603 (CC Action - July 13, 1999)
Certificate of Acceptance for Designated Property Interests per Resolution 5600(CC Action - May 28, 1991) Routine Police Agreements including the use of City facilities; off-duty officers; special events; hold harmless and indemnification agreements from third parties; and releases of liability per Resolution 6000 (CC Action - April 4, 1995) * Other: In-kind service with SC County for clinician
(3) Cost impact: SO
(4) Was this service budgeted for this fiscal year?
• Yes
X No. If no, please describe below how the department will fund this unbudgeted service and consult with department's assigned budget analyst to ensure that there is sufficient funding. (5) Is insurance compliant?
• Yes, per attached EBIX printout. (Disregard #8)
No, this agreement requires Risk Management review. (Complete #8) N/A (i.e. Hold Harmless Agreements, Grant Funding, Indemnification language in lieu of insurance, etc.) (Disregard #8) (6) Is Notary needed?
Yes (Please tag Notary page)
No
(7) Department head originating agreement:
[SIGNATURE]
(8) RISK MANAGEMENT
Please describe why contract does not require EBIX approval:

Date:

Approved:
[RISK MANAGER]
(9) CITY ATTORNEY'S OFFICE
Approved as to form: Date: 9-17.24

GLEN GOOGINS, CITY ATTORNEY/AUTHORITY COUNSEL
Assignment Number: CAo 24. 0lu4
Reviewing Attorney's Initials: SL
(10) CITY CLERK'S OFFICE
Attached: originals) _copy(ies)
Transmit the attached original / copy to contractor
Fully executed original on file in City Clerk's Office
Date Processed by Clerk's Office:

Page 1 of 2 ends

CITY MANAGER REQUIRED INFORMATION
(1) Scope of Services:

Original Agreement - Authorize the City Manager to enter into agreement with County for PERT program (clinician working from PD) up to $180,000 utilizing COP19 grant funding through 12/31/2023 1s Amendment - Added $70,000 in COP 22 grant funding to amount available to spend on a clinician and extended term to 12/31/2025
2nd Amendment - County, contingent upon the appropriation of funds, to pay for clinician through 6/20/2025 or until the County's available funding is exhausted
(2) Term of Agreement: Through 6/30/2025 or when available County funding is exhausted [START DATE AND END DATE OF THE AGREEMENT/DOCUMENT]
(3) VENDOR SELECTION INFORMATION: (Please reference the Procurement Guide on the City's Intranet Site.) Indicate Procurement Process:
• Sole/Single Source (Please include justification memo with this form) • Purchase from other public agency or utilization of other public agency competitive process (Specify other agency competitive process or pre-negotiated contract, if applicable):
• Selection Process: Informal Request for Quotes with an estimated total taxable value greater than $15,000 and less than or equal to $100,000 (exclusive of taxes and shipping) over a five-year period, inclusive of any options to extend the agreement during the five-year period.
• Selection Process: Informal Request for Quotes with an estimated total taxable value greater than $100,000 and less than or equal to $250,000 (exclusive of taxes and shipping) over a five-year period, inclusive of any options to extend the agreement during the five-year period.
• Selection Process: Formal Request for Proposals (RFP)/Statement of Qualifications (SOQ), or Request for Bids (RFB) with an estimated total taxable value of greater than $250,000 (exclusive of taxes and shipping) over a five- year period, inclusive of any options to extend the agreement during the five-year period.

X Other (Specify): Partnership with SC County for PERT Program • This contract requires prevailing wage compliance and registration with Department of Industrial Relations. If this box is checked, attach proof of DIR registration.

Vendor Outreach Process: • Telephone • Email • Bid Notification System • Other:

Briefly summarize the number of bids received and the basis for recommending this vendor for contract award:
n/a
(4) HISTORY:

Has the department retained the same contractor for similar services in last 5 years? No. If no, no further information required.

Yes. If yes, please complete the following section.

Late 2022 through 12/31/2023; extended to 12/31/2025; this amendment extends to Term of Agreement: 6/20/2025
Initial $180,000; 1 Amendment added $70,000; this amendment has the County providing Contract Amount: S the service in-kind

Page 2 of 2 ends

1500 Warburton Avenue
City of Santa Clara Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
1852
THE MISSION CIT Agenda Report
23-858 Agenda Date: 9/19/2023

REPORT TO COUNCIL

SUBJECT
Action to Approve Amendment No. 1 to the Memorandum of Understanding with the County of Santa Clara for a Psychiatric Emergency Response Team (PERT) Program and Approve the Related Budget Amendment

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
Over the past decade, there has been an increase in calls for service for persons experiencing mental health crises throughout the state. Over this same timeframe, there has been concern about the overrepresentation of persons with mental illnesses in jails and prisons which has led to diverting individuals with mental health struggles at the earliest point possible. As a result, law enforcement has seen a significant increase in individuals experiencing crises.

Several initiatives have been implemented to address these issues in the Santa Clara community:
• 2015, two-year $220,000 agreement with the County of Santa Clara Behavioral Health Services Department (BHSD) for intensive case management for up to 20 chronically homeless individuals. Agreement has been extended over the years with a current expiration of 2024.
• 2017, County Board of Supervisors approved the development of a BHSD Psychiatric Emergency Response Team (PERT) program and subsequent Mobile Crisis Response Team (MCRT) to assist with in-field response to in-progress crises. The Police Department utilizes this resource as appropriate and available.
• 2018, the City Council approved $180,000 in Supplemental Law Enforcement Services funding to hire a mental health clinician.
• 2019, the Police Department rebranded the Nuisance Suppression Unit to the Community Response Team (CRT) with a shift to promote community wellness, often among vulnerable communities.
• 2020, the Police Department reallocated two police officers to CRT and trained them as Crisis Intervention Specialists (CIS); in Fiscal Year 2022/23, the Police Department had 836 mental health contacts, resulting in 270 detentions and 356 Crisis Intervention Specialist cases.

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23-858 Agenda Date: 9/19/2023
• 2021, the Police Department developed a Special Needs Awareness Program to improve police interactions with members of our community.
• 2022, the Police Department established a Memorandum of Understanding (MOU) with the County of Santa Clara to establish a Psychiatric Emergency Response Team (PERT) program and dedicate a clinician to CRT supporting the CIS's.

In addition, the Police Department developed a partnership with PRAGNYA (Preparing Resources & Alliances Galvanizing Neurodiversity Acculturation) and has since offered two community programs.
• 2023, the City Council authorized an additional $70,000 in Supplemental Law Enforcement Services funding to go toward a mental health clinician.

The County of Santa Clara's staffing levels, combined with complications connected with the pandemic, have not allowed the Police Department to onboard a PERT clinician to join the efforts of CRT until recently.

In June 2023, the Police Department hired a mental health clinician with the training, skills and experience to support CRT. This cross-system collaboration is intended to provide rapid intervention and improved response and outcomes for individuals with mental illness and substance abuse who come in contact with law enforcement.

The County of Santa Clara captures detailed records related to the work of the PERT clinician (e.g., number of calls for service where assistance is provided, time spent on each call, outside resources utilized, disposition, etc.). The Police Department will utilize this information to evaluate the efficiency of the program.

DISCUSSION
On November 13, 2018, the City Council approved the Supplemental Law Enforcement Services spend plan for the FY 2018/19 allocation. As part of this spend plan, $180,000 was allocated for an agreement with the Santa Clara County mental health provider. On August 30, 2022, the City Council authorized the City Manager to negotiate and execute a Memorandum of Understanding with the County of Santa Clara for a Psychiatric Emergency Response Team program (RTC #22-931). An MOU was negotiated in the amount of $180,000 for a term through December 31, 2023. As of June 30, 2023, the remaining balance of this allocation is approximately $168,518.

The initial MOU terms were based on the assumption the County would be able to provide the City with a clinician by December 2022 to work for approximately one year. Unfortunately, County staffing levels did not allow their organization to dedicate a staff member to the Santa Clara Police Department until June 2023. As a result, the available funding will not be spent over the balance of the MOU period.

In addition, on February 7, 2023, the City Council authorized an additional $70,000 in Supplemental Law Enforcement Services Funds (RTC #23-1418) to fund a PERT clinician. Amendment No. 1 to this MOU extends the term to December 31, 2025 and increases the not-to-exceed amount to $250,000.

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23-858 Agenda Date: 9/19/2023

ENVIRONMENTAL REVIEW
This action being considered does not constitute a "project" within the meaning of the California Environmental Quality Act ("CEQA") pursuant to CEQA Guidelines section 15378(b)(4) in that it is a fiscal activity that does not involve any commitment to any specific project which may result in a potential significant impact on the environment

FISCAL IMPACT
As discussed above, funding for a mental health clinician was appropriated in prior fiscal years using Supplemental Law Enforcement Services funding in the Police Operating Grant Trust Fund. In FY 2018/19, the initial $180,000 was approved, with an additional $70,000 approved in FY 2022/23. The remaining balance of this funding is recommended to be carried over from FY 2022/23 to FY 2023/24 as detailed in the table below.

Budget Amendment
FY 2023/24
Current Increase/ Revised
(Decrease)
Police Operating Grant Trust
Fund
Fund Balance
Beginning Fund Balance $0 $238,518 $238,518
Expenditures
Citizens' Option for Public Safety $0 $168,518 $168,518 2019
Citizens' Option for Public Safety $0 $70,000 $70,000
2023
There are nominal expenses to staff for monitoring the work, attending cooperative training(s) and/or processing invoices from the County of Santa Clara for expenses.

COORDINATION
This report was coordinated with the Finance Department, City Attorney's Office and Police Department.

PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City's official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City's website and in the City Clerk's Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk's Office at (408) 615-2220, email [email protected] <mailto: [email protected]> or at the

RECOMMENDATION
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23-858 Agenda Date: 9/19/2023

1. Authorize the City Manager to Execute Amendment No. 1 to the Memorandum of Understanding with the County of Santa Clara for a Psychiatric Emergency Response Team (PERT) Program to extend the term to December 31, 2025 and increase the not-to-exceed amount to $250,000, in a final form approved by the City Attorney;

2. Authorize the City Manager to negotiate and execute future addendums to (a) extend the term of the agreement for up to two additional years through December 31, 2027; and (b) revise the maximum compensation of for the PERT program should additional grant funds become available for a maximum not-to-exceed amount of $500,000 subject to budget appropriations and review and approval as to form by the City Attorney; and,

3. Approve the FY 2023/24 Budget Amendment in the Police Operating Grant Trust Fund recognizing beginning fund balance of $238,518 from supplemental law enforcement services funding received, increase the Citizens' Option for Public Safety 2019 appropriation in the amount of $168,518, and increase the Citizens' Option for Public Safety 2023 appropriation in the amount of $70,000 (five affirmative Council votes required for the use of unused balances).

Reviewed by: Pat Nikolai, Chief of Police
Approved by: Jövan Grogan, City Manager

ATTACHMENTS

1. Report to Council #22-931 dated August 30, 2022

2. Report to Council #23-1418 dated February 7, 2023

3. Amendment No. 1 to the Memorandum of Understanding with the County of Santa Clara for a Psychiatric Emergency Response Team (PERT) program
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FIRST AMENDMENT TO THE

MEMORANDUM OF UNDERSTANDING BETWEEN

THE CITY OF SANTA CLARA AND THE COUNTY OF SANTA CLARA REGARDING

PSYCHATRIC EMERGENCY RESPONSE TEAM (PERT) JUSTICE AND MENTAL

HEALTH COLLABORATION PROGRAM
The Memorandum of Understanding (MOU) between the City of Santa Clara (CITY) and County of Santa Clara (COUNTY) regarding the Psychiatric Emergency Response Team (PERT) Justice and Mental Health Collaboration program is hereby amended as follows:

AMENDMENT TERMS AND CONDITIONS

1. Section 1.1 under Article 1 "Term; Extensions; Termination", is hereby replaced in its entirety as follows:
"The initial term of this MOU is from the date the MOU is executed by both parties to December 31, 2025, or until the CITY's available appropriation in the amount of $240,000 is exhausted, whichever occurs first."

2. Section 2.2 under Article 2 "Scope Of Services", is hereby modified to add the following provisions:
s. Identify a designated PERT Officer to collaborate and partner with the BHSD PERT Clinician.
t. The CITY shall collaborate with the BHSD on any PERT Clinician background clearance prior to city assignment.

3. Section 3.2.b.1 under Article 3 "Funding/Financial Responsibilities", is hereby replaced in its entirety as follows:
"The CITY shall reimburse COUNTY for the salary and benefits of the BHSD PERT Clinician. The maximum financial obligation of CITY shall not exceed $240,000.

4. Section 4.7 under Article 4 "Notices", is hereby replaced in its entirety as follows:

All notices required under the terms of this MOU will be in writing and must be transmitted by addressed moth rareps is sin tre United States Mail, certified mail retum receipt requesied, COUNTY OF SANTA CLARA: CITY OF SANTA CLARA:

Bruce Copley, Director Jovan D. Grogan
BHSD Access and Unplanned Services Office of the City Manager [email protected]

3. Bascom Ave., Suite 200
San Jose, CA 95128 Santa Clara, CA 95050
(408) 885-3957 (408) 615-2210
..:.

Except as set forth herein, all other terms and conditions of the MOU shall remain in full force and effect; provided, however, in the event of any conflict between the terms of this First Amendment and the MOU, the terms of this First Amendment shall control. The MOU as amended by this First Amendment constitutes the entire MOU of the parties concerning the subject matter herein and supersedes all prior oral and written agreements, representations, and understandings concerning such subject matter.

IN WITNESS WHEREOF, the parties have executed this First Amendment as set forth below. "COUNTY" County of Santa Clara "CITY" City of Santa Clara, a Municipal Corporation and Charter City
huspitade 12/14/2022. 10/4(1)
Matthew Hada Joyan D. Grogan Date
Chief Procurement Officer
APPROVED AS TO FORM AND LEGALITY: APPROVE AS TO FORM AND LEGALITY:
10/4/23
Megan Wheelchan len R. Googins
Deputy County Counsel City Attorney
APPROVED:
11/16/23
Sherri Terao, E.d. D Date
Director
Behavioral Health Services Department
APPROVED:
10/15/23
Vincent DePaul Robben
Health Care Financial Manager
County of Santa Clara Health System
City of Santa Clara Santa Cara, A 3050
1852
THE MISSION CIT Agenda Report
22-931 Agenda Date: 8/30/2022

REPORT TO COUNCIL

SUBJECT
Authorize the City Manager to negotiate and execute a Memorandum of Understanding (MOU) with the County of Santa Clara for a Psychiatric Emergency Response Team (PERT) program in a form substantially similar to the attached draft MOU

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
Over the past decade, there has been an increase in calls for service for persons experiencing mental health crises throughout the region. Over this same timeframe, there has been concern at the county and State level about the overrepresentation of persons with mental illnesses in jails and prisons. The criminal justice system has emphasized diverting individuals with mental health struggles at the earliest point possible, preferably according to the system at the initial point of contact with law enforcement. Meanwhile, law enforcement agencies continue to come across the same individuals experiencing crises.

In 2015, the Police Department coordinated a two-year $220,000 agreement with the County of Santa Clara Behavioral Health Services Department (BHSD) for intensive case management for up to 20 chronically homeless individuals. This agreement has been amended every two years and expired on June 30, 2022. The Community Development Division is in negotiations with the BHSD for a $250,000 agreement for intensive case management for chronically homeless individuals, plus $100,000 for homeless prevention services. If approved, this two-year agreement will expire on June 30, 2024.

In 2017, the County Board of Supervisors approved the development of a BHSD Psychiatric Emergency Response Team (PERT) program. The PERT program was established to provide the highest possible level of service to someone in acute mental crisis before the situation worsens or requires hospitalization. The following year, the County established a pilot Mobile Crisis Response Team (MCRT). The MCRT provides law enforcement agencies throughout the County with in-field response to in-progress crises.

In 2019, the Police Department rebranded the Nuisance Suppression Unit to the Community Response Team (CRT). With the rebranding came a shift in emphasis from nuisance suppression and abatement to expanded goals of crime reduction, addressing long-term public safety issues and promoting community wellness, often among vulnerable communities.

During the same timeframe, numerous law enforcement agencies throughout the United States started pairing police officers with licensed clinicians to respond to calls involving an individual in a City of Santa Clara Page 1 of 5 Printed on 6/29/2023
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22-931 Agenda Date: 8/30/2022
mental health crisis. Retired Police Chief Michael J. Sellers began communicating with BHSD about the Police Department's interest in establishing a PERT and Mental Health Collaboration Program in partnership with the County.

While the Police Department utilizes the MCRT as needed, and collaborates with its two clinicians on unique cases, these resources do not match the demand County-wide. As a result, on November 13, 2018, the Police Department sought City Council approval for the Citizen's Option for Public Safety (COPS) program Supplemental Law Enforcement Services Fund spending plan and the related budget amendment (RTC 18-930); the item passed unanimously. Of the $307,179 received as part of this funding allocation, $180,000 was earmarked for a Memorandum of Understanding (MOU) with BHSD to establish a pilot PERT program with a mental health clinician.

While BHSD utilized Mental Health Services Act (Proposition 63) funding to establish PERT partnerships with the Santa Clara County Sheriff's Office, San Jose, Palo Alto and Gilroy Police Departments according to youth suicide statistics and an interest to expand geographical coverage, BHSD's staffing levels precluded their ability to enter into an MOU with the Santa Clara Police Department at that time.

Meanwhile, in December 2020, the CRT expanded to include two Crisis Intervention Specialists (CIS). CIS operates from an unmarked vehicle, officers wear plain clothes, and are tasked with responding to calls for service that may involve a mental, behavioral or emotional health situation, identifying the situation, assisting with coordinating social services and conducting follow-up with family members following the episode. CIS also makes contact with individuals and/or families that have come to the attention of the Police Department where mental health services may be needed.

In 2021, the Police Department responded to 1,169 mental health-related events, 31% of which resulted in psychiatric hospitalization. CIS members were able to follow up on 460 reported mental health incidents where collaboration with family members and a connection to resources would be most beneficial.

In January 2022, the Police Department initiated the Special Needs Awareness Program (SNAP). It, too, is designed to improve police interactions with members of the community. SNAP provides first responders with important information when responding to calls for service that involve individuals with special needs. Participation in SNAP is voluntary, and information collected is stored in a confidential database. This database is accessed by public safety dispatchers should an emergency or non-emergency call for service involve the registered individual, their associated vehicle license plate number or address. In this case, relevant information may be disclosed to responding first responders alerting responding personnel of accommodations that may need to be considered upon arrival and/or during the incident.

Training
For years, the Police Department's Training Unit has incorporated innovative strategies to improve the officers' decision-making ability when encountering individuals who resist lawful action. These strategies (e.g. time, distance, cover, etc.) and tactics (e.g. active listening, negotiation, less lethal equipment, etc.) help increase the odds of the City's officers decreasing the intensity of a given situation. These tools are intended to empower officers to assess the risk, evaluate options in response to perceived threats and consider the consequences of alternative responses for better outcomes for officers and the community, ideally with a reduction in the amount of force necessary.

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As a result, the Police Department has been meeting and/or exceeding all of the new Federal guidelines for some time through Department policy and/or California State mandates.

Training includes, but is not limited to, Crisis Intervention Training (CIT) among public safety dispatchers and police officers to help recognize signs of suicidal or homicidal ideation, self-injurious behavior, mood disorders, psychotic disorders and substance misuse. CIT programs create connections between law enforcement, mental health providers, hospital emergency services and individuals with mental illness and their families. Through intensive training and these collaborative partnerships, CIT improves communication, minimizes the use of force, increases officer and community safety and identifies mental health resources for those in crisis. CIT is also intended to aid in keeping people with mental illness out of jail through reduced arrests and treatment for recovery.

DISCUSSION
Nationally, psychologists have long played an important role in policing, including assessing the mental health of officer candidates, and counseling officers who may be struggling after experiencing traumatic incidents. Now, after highly visible incidents across the country have brought into question the adequacy of police officers' training to respond to mental health crisis calls, progressive law enforcement agencies are partnering with clinicians to collaborate more closely on emergency responses.

In 2021, it is estimated that approximately 2% of police calls for service in the City of Santa Clara involve an individual behaving erratically or experiencing a mental health crisis; people disabled by substance abuse and/or intoxication is much more difficult to quantify but is undoubtedly greater. The vast majority of these calls do not involve crimes or violence, yet the broader community is ill- equipped to safely and effectively handle the situation. Individuals in crisis often encounter barriers preventing them from receiving the proper services, and unmet attention can result in added reliance on law enforcement. While there has been national attention to make critical support services more accessible, locally there are not services to match demand From 2020 through present, a number of local (e.g. lockdown, quarantine, physical distancing, masking), national (e.g. impeachment trial and election protests, stock market crash, wildfires, civil unrest and call for social justice, curfew, unprecedented unemployment, gun violence, Roe vs Wade Supreme Court decision) and global (e.g. pandemic, vaccine rollout) incidents nave tostered teelings of uncertainty, fear and loneliness. These factors, alone or combined, have translated into higher levels of psychological distress, stress, anxiety and/or depression.

Year Police Police Events Number of Events with Events
Calls for Self-
Service Initiated
Calls for Disposition Detention
Service Code
Discharge
of a
Firearm
2019 61,931 |17,608 100 n/a n/a**
2020 68,865 18,339 187 136* In/a **
2021 161,421 114,921 184 71,181 1371
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2022 * 26.044 7.024 53 1509 1172
"Mental health disposition code added in late-2020 to the computer aided dispatch system in anticipation of implementation of Assembly Bill 953, The Racial and Identity Profiling Act of 2015
** Data track more effectively with the establishment of the Police Department's Crisis Intervention Specialists
*** Statistics through June 30, 2022
The proposed MOU between the City and County is intended to support the Police Department's interest in having a proactive response to the community's needs and is intended to create another viable alternative to:
• Promote interagency and community collaboration, including working with the City's new Homelessness Task Force
• Identify prevention and early-intervention strategies • Increase access to and use of mental health services among underserved groups • Improve outcomes for consumers using crisis services, including reduced emergency interventions, criminal justice involvement and psychiatric hospitalizations • Expand upon the Police Department's access to training and improve law enforcement's knowledge of mental health issues
• Collect data associated with this new model to guide future experimentation The clinician will work with the Police Department, crisis services, and communities to support individuals and their families in navigating systems and supports. With specialized knowledge and the ability to engage people who may be at risk for "wellness checks," access to the clinician may help prevent crises and avoid unnecessary hospitalization, police interactions, and arrests.

The term of this pilot program is defined in the MOU as from execution by both parties until the City's available appropriation of $180,000 is exhausted, whichever occurs first. The County shall pay, up front, the fully weighted costs associated with the salary and benefits of the clinician in accordance with the County's applicable bargaining unit MOU. Meanwhile, the County will invoice the City on a monthly basis for personnel costs of salary and benefits up to $180,000. The County and Police Department will share other expenses (e.g. laptop, cell phone, training/travel, etc.). The Police Department will provide the clinician with appropriate safety gear, including a fitted protective vest at its sole expense.

The efficacy of this pilot program will be measured by constant data tracking of mental health-related calls for service. This is already standard practice conducted by the Police Department's Community Response Team and their assigned Crisis Intervention Specialists, meaning a solid baseline of data exists from which to measure the pilot program from.

ENVIRONMENTAL REVIEW
The action being considered does not constitute a "project" within the meaning of the California Environmental Quality Act ("CEQA") pursuant to CEQA Guidelines section 15378(b)(5) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment.

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22-931 Agenda Date: 8/30/2022

FISCAL IMPACT
The Police Department secured an $180,000 award in Citizen's Option for Public Safety (COPS) program Supplemental Law Enforcement Services Fund dollars to establish a PERT program in collaboration with the County. This one-time funding source will be utilized for this pilot program.

COORDINATION
The report has been coordinated with the Finance Department and City Attorney's Office.

RECOMMENDATION
Authorize the City Manager to negotiate and execute a Memorandum of Understanding (MOU) with the County of Santa Clara for a Psychiatric Emergency Response Team (PERT) program in a form substantially similar to the attached draft MOU
Reviewed by: Pat Nikolai, Chief of Police
Approved by: Rajeev Batra, City Manager

ATTACHMENTS
Memorandum of Understanding (MOU) with the County of Santa Clara City of Santa Clara Page 5 of 5 Printed on 6/29/2023
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.:

MEMORANDUM OF UNDERSTANDING

BETWEEN THE

CITY OF SANTA CLARA AND THE

COUNTY OF SANTA CLARA

REGARDING THE PSYCHIATRIC EMERGENCY RESPONSE TEAM (PERT)

JUSTICE AND MENTAL HEALTH COLLABORATION PROGRAM
WHEREAS, the mission of the City of Santa Clara (hereinafter "CITY") is to provide quality public services, facilities and opportunities that create, sustain, and enhance a safe, livable, and vibrant community for its diverse residents, businesses, and visitors. The CITY's Santa Clara Police Department (hereinafter "SCPD") is a progressive and professional organization dedicated to maintaining community partnerships which promote a high quality of life for the City's diverse population; and
WHEREAS, the mission of the County of Santa Clara (hereinafter "COUNTY") is to plan for the needs of a dynamic community, provide quality services, and promote a healthy, safe, and prosperous community for all; and WHEREAS, COUNTY and CITY seek to collaborate to increase public safety and reduce recidivism among high risk people with mental illnesses and co-occurring mental illness and substance abuse through the Psychiatric Emergency Response Team Justice and Mental Health Collaboration Program (or "PERT Program"); and WHEREAS, the partners listed above have agreed to enter into a collaborative agreement in which CITY and COUNTY Behavioral Health Services Department (hereinafter "BHSD") will be partners on this collaborative effort to combine the unique resources, skills, experience, and training of personnel from two different professions (law enforcement and mental health services) to provide the best possible response to situations involving persons with mental illness; and
WHEREAS, the partners herein desire to enter into a Memorandum of Understanding (hereinafter "MOU") setting forth the roles, responsibilities, and services to be provided by the PERT Program; and WHEREAS, the agencies recognize the need for cross-system collaboration to improve responses and outcomes for individuals with mental illnesses and substance abuse who come into contact with the justice system; and
WHEREAS, the partners recognize the need to increase public safety and to provide rapid intervention to a person in mental health crisis by de-escalating the situation and helping to stabilize the person in the least restrictive way possible, and then striving to get that person the help they need; and WHEREAS, the partners are committed to providing services to those in need regardless of their ethnicity, gender, gender identity, sexual orientation, origin, religious or political beliefs, and/or creed; NOW, THEREFORE, it is hereby agreed by and between the partners as follows:

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ARTICLE 1
TERM; EXTENSIONS; TERMINATION
Term of Agreement. The initial term of this MOU is from the date the MOU is executed by both parties to December 31, 2023, or until the CITY's available appropriation in the amount of $180,000 is exhausted, whichever occurs first.

1.2 Extension. This MOU may be extended should this pilot program be successful, the CITY and/or COUNTY identifies funding, and upon a written amendment of this MOU signed by both Parties. Extension of this MOU shall be contingent on COUNTY's review of the use, need, and value of the PERT Program and COUNTY's budget to ensure that the Behavioral Health Services Department (BHSD) PERT clinician(s) can be continued for each successive term.

Termination without Cause. Any Party may terminate this MOU without cause by providing sixty (60) day written notice.

ARTICLE 2

SCOPE OF SERVICES

2.1 The COUNTY shall provide the following for the PERT Program:
a. Participate in proactive responses for high-risk individuals with mental illness in conjunction with the SCPD PERT officers);
Develop and modify protocols for PERT Program response and information sharing policies and procedures, as necessary;
c. Identify one (1) full time BHSD clinician (hereinafter "BHSD PERT Clinician), who must be licensed to provide mental health services by appropriate State of California licensing authorities and must participate in a CITY background investigation and fingerprinting, prior to beginning work with the CITY.
d. Assign the identified BHSD PERT Clinician to work with the SCPD PERT officers) to perform the following tasks:

Conduct mental health evaluations, assessments, and crisis screening, for persons with serious mental illnesses including clients who are frequent users of emergency psychiatrist services, dual diagnosed clients and clients who are mentally ill; 2) Assist in determining the appropriate disposition supporting individuals' needs and safety;
Consult with SCPD PERT officers) regarding disposition of individuals and law enforcement issues;
4) Maintain knowledge of the criteria for psychiatric disorders according to the current Diagnostic and Statistical Manual of Mental Disorders;
Maintain knowledge of current legal and ethical issues as they relate to mental illness;
Maintain licensing as required;
7) Ensure requirements for detention and transportation pursuant to Welfare and Institutions Code (WIC) Section 5150 are met;
8) Provide documentation to the PERT officers) supporting the decision to detain and transport a subject pursuant to WIC Section 5150;
9) Assist in coordination of transportation to mental health service centers, or facilities when such support and services would be beneficial (regardless of whether a 72. hour evaluation hold is issued), and there is cooperation from the subject; 10) Maintain a law enforcement security clearance;

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11) Conduct presentations to inform others about the mission and focus of the PERT Program;
12) Provide mental health training and expertise to other SCPD Department staff. 13) Contribute toward providing metrics related to the PERT Program; 14) Engage in law enforcement activities that are related only to the PERT mission and focus; and
15) Abide by and follow all CITY policies while performing services under this MOU.

Collaborate with the CITY in determining what training, if any, is necessary for the BHSD PERT Clinician during the duration of the MOU; and
Work with SCPD to identify any trainings that may be provided to officers to assist with appropriately responding to incidents involving individuals with mental illness and substance abuse. Any identified courses and trainings must be certified by POST to ensure a consistent level of quality.

2.2 The CITY shall provide the following for the PERT Program:
a. Develop a detailed policy, procedure, process, and plan on implementing a specialized police mental health PERT Program;
b. Expand training for law enforcement to identify and respond to individuals with mental illness and provide cross-training of criminal justice and mental health personnel; c. Establish a dedicated SCPD officers) to work with the BHSD PERTAinician; d. Participate in the process of identifying the BHSD PERT Clinician to work with SCPD as part of the Community Response Team (CRT);
e. Assume primary responsibility for site control when responding to a crisis; f. Assume role of the primary responder when engaged with BHSD PERT Clinician; g. Issue basic tools to BHSD PERT Clinician to perform their duties and provide access to certain CITY facilities.
h. Determine whether phone consultation or on-site consultation is needed from the BHSD PERT Clinician;
i. Coordinate training exercises with the BHSD PERT Clinician to ensure proper collaboration when needed during a crisis;
j. Collaborate with the BHSD PERT Clinician by participating in trainings and meetings to ensure proper understanding of roles and responsibilities during crisis situations; k. Facilitate transportation for clients to the appropriate receiving facility when a WIC 5150 hold has been placed by the BHSD PERT clinician in response to a call for service to SCPD; I. Agree to provide review on overall effectiveness on BHS PERT clinician deployments; m. Agree to provide information to BHSD PERT clinician regarding individuals who are involved in a crisis incident, when such information provides critical value to the safe resolution of those incidents;
n. Have an officer on scene with the PERT Clinician to provide the following services:
1) Assess the situation regarding safety for the officer, the BHSD PERT Clinician, the consumer, and bystanders;
Provide safety on scene; and
Evaluate the subject for any criminal behavior, as appropriate; o. Offer referrals or other assistance through the officer and PERT Clinician as the situation warrants, and if needed, assist the individual to the appropriate setting (either voluntarily or involuntarily);
p. Collaborate with the COUNTY in determining what training, if any, is necessary for the BHSD PERT Clinician during the duration of the MOU;

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9. Modify and enhance policies, procedures, and protocols for the PERT Program and information sharing process, as necessary; and
r. Work in conjunction with the PERT Clinician, to draft and submit a Monthly Program Narrative Report to County no later than seven (7) days after the end of each month. The Quarterly Narrative Report shall include a summary of the PERT Program's performance goals, milestones achieved, and any issues/concerns encountered during the reporting period.

ARTICLE 3

RELATIONSHIP OF PARTIES AND FINANCIAL REQUIREMENTS
Relationship of Parties. The COUNTY acknowledges and agrees that the work/services provided by the BHSD PERT Clinician under this MOU are performed as an independent contractor relative to the CITY. The BHSD PERT Clinician is part of the COUNTY workforce and will remain as employee of the COUNTY while providing services under this MOU.

3.2 Funding/Financial Responsibilities. Unless amended by the Board of Supervisors and the Santa Clara City Council, the annual contribution of the COUNTY and CITY to the Pilot Program expenses shall be as follows.
a. The COUNTY shall provide the following funding/financial responsibilities:
1) The COUNTY shall pay, up front, all personnel costs of the PERT Program (i.e., the fully weighted costs of salary and benefits for the BHSD PERT Clinician) in accordance with the COUNTY's memorandum of understanding with applicable The COUNTY shall procure and supply the BHSD PERT Clinician with a laptop and cellphone. The initial and on-going costs for such equipment, maintenance and/or replacement shall be incurred by the COUNTY. The COUNTY shall retain ownership of the property at the conclusion of the MOU term. 3) The COUNTY shall pay for staff time and benefits as applicable.

The COUNTY is not obligated to provide services for which no reimbursement will be made when the CITY's maximum financial obligation has been fully exhausted. b. The CITY shall provide the following funding/financial responsibilities:
1) The CITY shall reimburse County for the salary and benefits of the BHSD PERT Clinician. The maximum financial obligation of CITY shall not exceed $180,000.

The CITY shall not be liable for any costs above this amount. 2) The CITY shall provide the BHSD PERT Clinician with a fitted protective vest at its sole expense.
3) The CITY shall pay for related expenses such as the registration, meal per diem, and lodging for any required attendance by the BHSD PERT Clinician to any conference, workshop, or training programs).
c. Both the COUNTY and CITY shall collaboratively determine what training, if any, is necessary during the duration of the MOU.

1.4 Staffing. The CITY shall be involved with the process for identifying the COUNTY PERT Clinician to work from SCPD as part of the Community Response Team (CRT). The pilot program shall consist of one (1) full time clinician who must be licensed to provide mental health services by appropriate State of California licensing authorities.

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a. The COUNTY PERT Clinician shall be required to participate in a CITY background investigation and be fingerprinted, with subsequent arrest notification, prior to beginning work with the CITY.

The CITY shall issue the COUNTY PERT Clinician basic tools to perform their duties and provide access to certain CITY facilities.

The COUNTY PERT Clinician shall follow all CITY polices while performing services under this MOU.

Invoicing and Payment. The COUNTY shall be required to create and implement a timekeeping system to account for COUNTY staff time to be validated by CITY staff. In turn, the COUNTY shall invoice the CITY monthly for reimbursement. Both CITY and COUNTY representatives shall be required to monitor the monthly cost for the COUNTY PERT Clinician.

ARTICLE 4

MISCELLANEOUS PROVISIONS

4.1 Collaboration. Both the CITY and the COUNTY have jointly developed this MOU. All PERT Program partners are committed to working together to achieve the stated project goals through monthly meetings designed to develop and implementation, as well as monitor and evaluate the project. PERT Program Partners shall meet informally and as often as needed.

4.2 Record Retention. The CITY and COUNTY shall maintain all documents and records which demonstrate performance under this MOU for a minimum period of three (3) years, from the date of termination or completion of this MOU.

4.3 Compliance with Non-Discrimination and Equal Opportunity Laws: The CITY and COUNTY shall comply with all applicable Laws concerning nondiscrimination and equal opportunity in employment and contracting, including but not limited to the following: Santa Clara County's policies for contractors on nondiscrimination and equal opportunity; Title VIl of the Civil Rights Act of 1964 as amended; Americans with Disabilities Act of 1990; the Age Discrimination in Employment Act of 1967; the Rehabilitation Act of 1973 (Sections 503 and 504); the Equal Pay Act of 1963; California Fair Employment and Housing Act (Gov. Code § 12900 et seq.); California Labor Code sections 1101, 1102,and 1197.5; and the Genetic Information Nondiscrimination Act of 2008. CITY and COUNTY shall notdiscriminate in the provision of services provided under this contract because of age, race, color, national origin, ancestry, religion, sex, gender identity, gender expression, sexual orientation, mental disability, physical disability, medical condition, political beliefs, organizational affiliations, or marital status.

California Public Records Act. The Parties are public agencies subject to the disclosure requirements of the California Public Records Act ("CPRA"). In the event either Party receives a CPRA request for records related to the PERT program the Parties shall collaborate to comply with theCPRA and to prevent disclosure of exempt records, such as medical or mental health records.

Records and Confidentiality. Records created by the BHSD PERT Clinician, even while operating in collaboration with CITY, shall be considered County records, free from the control and direction of any other party to this MOU. Such records will be subject to all federal, state, and local laws and regulations regarding the protection of client/patient privacy and confidentiality.

Both Parties agree that all BHSD PERT Clinicians are County employees and shall follow the privacy requirements of the Health Insurance Portability and Accountability Act of 1996 (HIPAA).

The BHSD shall train all BHSD PERT Clinicians on federal, state, and local policies and procedures with respect to the confidentiality, use and/or disclosure of protected health information of clients as necessary and appropriate for the BHSD PERT Clinicians to perform their functions. The BHSD shall provide BHSD PERT Clinicians with the appropriate Health Systems) policies and procedures, which are subject to change from time to time. The BHSD reserves the right to take appropriate

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action for violation of its policies; such action may include immediate termination of any BHSD PERT Clinician who violates Federal, State, or local law and policy.

Contract Execution. Unless otherwise prohibited by law or County policy, the parties agree that ar electronic copy of a signed contract, or an electronically signed contract, has the same force and legal effect as a contract executed with an original ink signature. The term "electronic copy of a signed contract" refers to a transmission by facsimile, electronic mail, or other electronic means of a copy of an original signed contract in a portable document format. The term "electronically signed contract" means a contract that is executed by applying an electronic signature using technology approved by the County.

4.6 Indemnification and Insurance
a. Indemnification. In lieu of and notwithstanding the pro rata risk allocation, which might otherwise be imposed between the Parties pursuant to Government Code Section 895.6, the Parties agree that all losses or liabilities incurred by Party shall not be shared pro rata but, instead, COUNTY and CITY agree that, pursuant to Government Code Section 895.4, each of the Parties hereto shall fully indemnify and hold each of the other Parties, their officers, board members, employees, and agents, harmless from any claim, expense or cost, damage or liability imposed for injury (as defined in Government Code Section 810.8) occurring by reason of the negligent acts or omissions or willful misconduct of the indemnifying party, its officers, employees or agents, under or in connection with or arising out of any work, authority or jurisdiction delegated to such party under this MOU. No party, nor any officer, board member or agent thereof shall be responsible for any damage or liability occurring by reason of the negligent acts or omissions or willful misconductof the other Parties hereto, their officers, board members, employees, or agents, under or in connection with or arising out of any work authority or jurisdiction delegated to such other Parties under this MOU. b. Insurance. Without limiting the indemnification of either party to this Agreement, each party shall maintain or cause to be maintained throughout the term of the Agreement the following insurance coverage: (i) a policy of commercial general liability with limits of liability not less than one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000) annual aggregate; (ii) a policyof automobile liability with limits of liability not less than one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000) annual aggregate (iii) a policy of workers' compensation providing statutory coverage; and (iv) such other insurance or self-insurance as shall be necessary to insure it against any claim or claims for damages arising under the Agreement.

Insurance afforded by a commercial general liability policy shall be endorsed to provide coverage to the other party of the Agreement as an additional insured. Each party to this Agreement shall provide a Certificate of Insurance certifying that coverage as required herein has been obtained. The requirementsof this section may be satisfied by the provision of similar coverage through a self- insurance program.

Notices. All notices required under the terms of this MOU will be in writing and must betransmitted by electronic mail or deposited in the United States Mail, certified mail, return receipt requested, addressed to the parties as set forth below:

COUNTY OF SANTA CLARA: CITY OF SANTA CLARA:

Bruce Copley, Director
BHSD Access and Unplanned Services
[email protected]
S. Bascom Ave., Suite 200
San Jose, CA 95128 Santa Clara, CA 95050
(408) 885-3957 (408)615-2210

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By signing below, each agency approves the conditions set forth in this MOU as well as the submitted application and proposed project budget.
"COUNTY" County of Santa Clara "CITY" City of Santa Clara, a Municipal Corporation and Charter City
Gene Clark, CCPO, C.P.M. Date Rajeev Batra Date
Chief Procurement Officer City Manager
APPROVED AS TO FORM AND LEGALITY: APPROVE AS TO FORM AND LEGALITY:

Megan Wheelehan Date Office the City Attorney Date
Deputy County Counsel City of Santa Clara
APPROVED:

Sherri Terao, E.d. D Date
Director
Behavioral Health Services Department
APPROVED:

Vincent DePaul Robben Date
Health Care Financial Manager County of
Santa Clara Health System

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City Council and Authorities ConcurrentMay 26, 2026

City Council and Authorities Concurrent
May 26, 2026