Agenda packet — Santee City Council, February 25, 2026

City Council
Mayor John W. Minto
Vice Mayor Ronn Hall – District 2
Councilmember Rob McNelis – District 1
Councilmember Laura Koval – District 3
Councilmember Dustin Trotter – District 4

CITY OF SANTEE

REGULAR MEETING AGENDA
Santee City Council
City Manager | Wendy Kaserman
City Attorney | Shawn D. Hagerty
City Clerk | James Jeffries
The City Council also sits as the Community Development Commission Successor Agency and the Santee Public Finance Authority. Any actions taken by these agencies are separate from the actions taken by City Council. For questions regarding this Agenda, please contact the City Clerk’s Office at (619) 258-4100 x114.

MEETING INFORMATION
Wednesday, February 25, 2026
6:30 p.m.

Council Chamber | Building 2
10601 Magnolia Ave • Santee, CA 92071
TO WATCH LIVE:

AT&T U-verse channel 99 (SD Market) | Cox channel 117 (SD County) www.cityofsanteeca.gov

IN-PERSON ATTENDANCE
Members of the public who wish to view the Council Meeting live may watch the live taping in the Council Chamber on the meeting date and time listed above.

LIVE PUBLIC COMMENT
Members of the public who wish to comment on matters on the City Council agenda or during Non-Agenda Public Comment may appear in person and submit a speaker slip before the item is called. Your name will be called when it is time to speak.

PLEASE NOTE: Public Comment will be limited to 3 minutes and speaker slips will only be accepted until the item is called. The timer will start when the participant begins speaking.

February 25, 2026 | 6:30 p.m.
2 ROLL CALL: Mayor John W. Minto
Vice Mayor Ronn Hall – District 2
Councilmember Rob McNelis – District 1
Councilmember Laura Koval – District 3
Councilmember Dustin Trotter – District 4
LEGISLATIVE INVOCATION:

PLEDGE OF ALLEGIANCE
PROCLAMATION: Retirement of Sam Rensberry, Public Services Manager CONSENT CALENDAR:

PLEASE NOTE: Consent Calendar items are considered routine and will be approved by one motion with no separate discussion. The public, staff or Council Members may request specific items be removed from the Consent Calendar for separate discussion or action. Speaker slips for this category must be submitted to the City Clerk at the start of the meeting. Speakers are limited to 3 minutes.
(1) Approval of Reading by Title Only and Waiver of Reading in Full of Ordinances and Resolutions on the Agenda. (City Clerk – Jeffries)
(2) Approval of Payment of Demands as Presented. (Finance – Jennings) (3) Approval of the Expenditure of $93,678.49 for January 2026 Legal Services. (Finance – Jennings)
(4) Adoption of a Resolution Authorizing the City Manager to Execute the Concessions Services Agreement for Concession Services at Town Center Community Park East with Nhelonly Flores Gregorio, dba Riverwalk Grill. (Community Services – Chavez)
(5) Adoption of a Resolution Accepting the Shadow Hill Park Playground Renovation (CIP 2025-40) Project as Complete. (Community Services – Chavez) NON-AGENDA PUBLIC COMMENT (15 minutes):

Persons wishing to address the City Council regarding items not on the posted agenda may do so at this time. In accordance with State law, Council may not take action on an item not scheduled on the Agenda. If appropriate, the item will be referred to the City Manager or placed on a future agenda. This first Non-Agenda Public Comment period is limited to a total of 15 minutes. Additional Non-Agenda Public Comment will be heard prior to Council Reports.

February 25, 2026 | 6:30 p.m.
3 PUBLIC HEARING:
(6) Continued Public Hearing to Assess Community Development Needs and to Solicit Proposals for Program Year 2026 Community Development Block Grant (CDBG) and Home Program Funding Consistent with the Consolidated Plan and Finding the Action is Not a Project Subject to the California Environmental Quality Act (“CEQA”). (Planning and Building – Sawa)
Recommendation:

1. Re-open, conduct and close the Public Hearing; and

2. Direct staff to publish a summary of the Annual Action Plan; and

3. Adopt the Resolution assessing and prioritizing community development needs, allocating CDBG funds for Program Year 2026 and authorizing staff to prepare and publish a draft Annual Action Plan for Program Year 2026.

NEW BUSINESS:
(7) Fiscal Year 2025-26 Operating Budget Update and Resolution Amending the Fiscal Year 2025-26 Budget. (Finance – Jennings)
Recommendation:

Adopt the Resolution approving the FY 2025-26 Amended Operating Budget as outlined in the staff report and its attachments, including the General Fund expenditure and revenue allocation adjustments.
(8) Resolution Appropriating Funds for an Initial Assessment, Feasibility Study, and Concept Plans for the Remodel of Fire Station 4 and Approving the Fifth Amendment to the Professional Services Agreement with COAR Design Group for Fire Infrastructure Design Services. (Fire – Wallace) Recommendation:

Adopt the Resolution:

1. Approving the transfer and appropriation of $179,500.00 from the Emergency Medical Services Fund reserve balance to the Capital Improvement Program Budget for an initial assessment, feasibility study, and concept plans for a comprehensive future remodel of Fire Station 4; and

2. Authorizing the City Manager to execute the Fifth Amendment to the Professional Services Agreement with COAR Design Group for architectural, engineering, landscape architectural and environmental services to initiate Fire Station 4 Comprehensive Remodel in an amount not to exceed $179,500.00.

February 25, 2026 | 6:30 p.m.
4 (9) Presentation of Sales Tax Feasibility Study Results. (City Manager – Kaserman) Recommendation:

The presentation of the results of the sales tax feasibility study is informational. Staff is seeking City Council direction to continue forward with education and outreach efforts regarding the City budget, infrastructure and funding needs. No action is being requested on a potential local funding measure at this time.

NON-AGENDA PUBLIC COMMENT (Continued):

All public comment not presented within the first Non-Agenda Public Comment period above will be heard at this time.

CITY COUNCIL REPORTS:

CITY MANAGER REPORTS:

CITY ATTORNEY REPORTS:

CLOSED SESSION:

ADJOURNMENT:

February 25, 2026 | 6:30 p.m.
5 Mar. 04 Santee Park and Recreation Committee Council Chamber Mar. 09 Community Oriented Policing Committee Council Chamber Mar. 11 Council Meeting Council Chamber
Mar. 19 Manufactured Home Fair Practices Commission Council Chamber Mar. 25 Council Meeting Council Chamber
Apr. 01 Santee Park and Recreation Committee Council Chamber Apr. 08 Council Meeting Council Chamber
Apr. 13 Community Oriented Policing Committee Council Chamber Apr. 22 Council Meeting Council Chamber
The Santee City Council welcomes you and encourages your continued interest and involvement in the City’s decision-making process.

For your convenience, a complete Agenda Packet is
available for public review at City Hall and on the
City’s website at www.CityofSanteeCA.gov.

The City of Santee complies with the Americans with Disabilities Act. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities, as required by Section 12132 of the American with Disabilities Act of 1990 (42 USC § 12132). 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 (619) 258-4100, ext. 114 at least 48 hours before the meeting, if possible.

UPCOMING BOARDS, COMMISSIONS & COMMITTEES
MARCH AND APRIL 2026 MEETINGS

|Proclamation
WHEREAS, Sam Rensberry began his Public Works career in 1995 with the City of San Diego, and, in 2007, Sam continued his career by working for the City of Santee as a Public Works Supervisor; and
WHEREAS, as a Public Works Supervisor, Sam demonstrated excellent leadership and was promoted to Public Services Manager in 2018 and over the course of his dedicated service, he consistently demonstrated professionalism, integrity, and excellence, playing an essential role in the operations of the Public Services Division; and WHEREAS, Sam is widely esteemed for his service as he assisted with countless resident requests, maintained a consistent positive attitude, served as a community leader; and as a Certified Arborist, he proudly championed Santee's recognition as a Tree City U.S.A. throughout his career; and
WHEREAS, with deep appreciation and respect, we honor Sam for his outstanding career in Public Works and his steadfast commitment to the community. His expertise, strong work ethic, and readiness to go above and beyond have made a lasting and meaningful impact on both the department and the Santee community he served; and WHEREAS, as Sam begins his retirement, we celebrate his exceptional contributions and extend our sincere gratitude for a career defined by service, leadership, and pride in public service; and
WHEREAS, Sam officially retired from the City of Santee on January 7, 2026, after 31 years in the government sector.

NOW, THEREFORE, I, John W. Minto, Mayor of the City of Santee, on behalf of the City Council, do hereby proclaim that

SAM RENSBERRY
receive due recognition and commendation for his 19 years of outstanding service and dedication in the performance of his duties in the City of Santee and much appreciation for his exemplary career in public service, wishing him the very best in retirement.

IN WITNESS WHEREOF, I have hereunto set
my hand this twenty-fifth day of February, two
thousand twenty-six, and have caused the
Official Seal of the City of Santee to be affixed.

Mayor John W. Minto

PyBatch
02/04/2026 2:06:40PM

EARNINGS SECTION
Type Hours/units
Grand Totals
reth
Grand
Totals

0.00 Rate
Payroll Processing Report

CITY OF SANTEE
2/1/2026 to 2/28/2026-1 Cycle m

DEDUCTIONS SECTION
Amount Src Plan Base Wages Deduction Benefit/Cont LvPlan 5,278.00
5,278.00
Employees: 29
catax 5,278.00
fedtax 5,278.00

46.00 211.00
257.00 0.00

LEAVE SECTION
Accrued
Gross:

Net:

Taken Banked Lost
5,278.00
5,021.00
<< No Errors/ No Warnings >>

Page 1 ends

vchlist
02/04/2026 11:10:39AM
Bank code: ubqen
Voucher
90745
Date Vendor
2/3/2026 10482 TRISTAR RISK MANAGEMENT
1 Vouchers for bank code : ubgen
1 Vouchers in this report
Pceparnd by, = �----
Date: ')-, , tf 1,-(p --
Approved by: �
Date: _ ----Lev/ lf (V/
Voucher List

CITY OF SANTEE
Invoice
202601-Santee5519
------ PO# Description/Account
WORKERS COMP LOSSES; JAN26
Total:

Bank total:

Total vouchers :

Amount
48,535.21
48,535.21
48,535.21
48,535.21

Page 2 ends

vchlist
02/05/2026 11 :34:10AM
Bank code : ubqen
Voucher Date Vendor
41155 2/4/2026 10956 FRANCHISE TAX BOARD
41166 2/4/2026 10955 DEPARTMENT OF THE TREASURY
2 Vouchers for bank code: ubgen
2 Vouchers in this report
Prepared by: � _.

Data �-0�V"
Appm,edb�
Date: 2 ·/
�--2.G,
�
Voucher List

CITY OF SANTEE
Invoice
PPE 1/28/26
PPE 1/28/26
PO# Description/Account

CA STATE TAX WITHHELD
Total:

FEDERAL WITHHOLDING TAX
Total:

Bank total:

Total vouchers
Amount
39,348.32
39,348.32
116,892.02
116,892.02
156,240.34
156,240.34

Page 3 ends

vchlist Voucher List
02/04/2026 3:14:16PM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice PO# Description/Account Amount 141614 2/4/2026 11460 ASBURY ENVIRONMENTAL SERVICES 1500-01307329 55316 WASTE DISPOSAL 354.66 1500-01307330 55.316 WASTE DISPOSAL 23.00
1500-01315635 55316 WASTE DISPOSAL 103.00
Total: 480.66
141615 2/4/2026 10412 AT&T 301053963; FEB26 MAST PARK 160.50 Total: 160.50
141616 2/4/2026 10668 CALIFORNIA BUILDING STANDARDS OCT-DEC 2025 OCT-DEC 2025 SB1473 FEES 364.50 Total: 364.50
141617 2/4/2026 14448 CAMACHO, MARIO 1282026 EMPLOYEE REIMBURSEMENT 70.00 Total: 70.00
141618 2/4/2026 15751 CANON FINANCIAL SERVICES INC 42495485 55496 PLOTTER MAINTENANCE & USAGE 738.08 Total: 738.08
141619 2/4/2026 15457 COLE, JEAN 406219 PREEMPLOYMENT REIMBURSEME 35.00 Total: 35.00
141620 2/4/2026 10358 COUNTY OF SAN DIEGO 26CTOFSAN03 55425 SHERIFF RADIOS 2,806.00 Total: 2,806.00
141621 2/4/2026 10486 COUNTY OF SAN DIEGO 202600036 RECORDED DOCUMENT FEES - PA 95.00 Total: 95.00
141622 2/4/2026 10333 COX COMMUNICATIONS 141609201; JAN26 APT IT-FS4 8950 COTTONWOOD A\ 207.39 141609501; JAN26 APT IT-OPS 9534 VIA ZAPADOR 207.39
Total: 414.78
141623 2/4/2026 10333 COX COMMUNICATIONS 112256001; JAN26 9130 CARLTON OAKS DR 96.85 Total: 96.85
141624 2/4/2026 15153 CROSS CONNECTIONS 2025-11-26SANTEEFD#1 55570 RADIOS 17,142.03 Total: 17,142.03
141625 2/4/2026 10142 CSA SAN DIEGO COUNTY 959 55542 CDBG SUBRECIPIENT 6,800.84

Page 4 ends

vchlist
02/04/2026 3:14:16PM
Bank code : ubi:ien
Voucher Date Vendor
141625 2/4/2026 10142 10142 CSA SAN DIEGO COUNTY
141626 2/4/2026 15488 DARKTRACE HOLDINGS LTD
141627 2/4/2026 13129 DAVID TURCH AND ASSOCIATES
141628 2/4/2026 10433 DEPARTMENT OF CONSERVATION
141629 2/4/2026 11295 DOKKEN ENGINEERING
141630 2/4/2026 15064 FREEMAN, RIDA
141631 2/4/2026 12638 GEORGE HILLS COMPANY INC
141632 2/4/2026 14466 GIR USA, INC.
141633 2/4/2026 11196 HD SUPPLY FACILITIES
141634 2/4/2026 14785 HEARTLAND FIRE
141635 2/4/2026 15909 INF ASSOCIATES LLC
141636 2/4/2026 15843 JAMEY CLARK INC
141637 2/4/2026 14229 JOBSITE SUPPLY CO
Voucher List

CITY OF SANTEE
Invoice PO#
(Continued)
10043383 55587
11326 55415
OCT-DEC 2025
51278 52440
112125-RF
INV1033867 55466
2025-03-11
9244898612 55358
SNTQTR3FEES
SNTQTR3LEASE
INV8090 55586
77187 55581
89299900 55294
Description/Account
Total:

SOFTWARE SUBSCRIPTION BUNDI
Total:

HIGHWAY 52 COALITION
Total:

OCTOBER - DECEMBER 2025 SMIP
Total:

AS-NEEDED ENGINEERING SERVI(
Total:

CALPELRA CONFERENCE PER DIE
Total:

ADMIN-LIABILITY CLAIMS
Total:

ANNUAL SOFTWARE FEE
Total:

STATION SUPPLIES
Total:

HFTA FY 25-26 QTR3 OP FEES
HFTA FY25-26 Q3 LEASE FEES
Total:

CHARGEPOINT PYMT PROCESSIN(
Total:

SHADOW HILL PLAYGROUND REP<
Total:

CIP SUPPLIES
Total:

Amount
6,800.84
48,222.80
48,222.80
5,000.00
5,000.00
1,220.01
1,220.01
6,535.68
6,535.68
145.78
145.78
1,541.67
1,541.67
348.00
348.00
701.56
701.56
10,402.00
3,075.00
13,477.00
5,680.00
5,680.00
3,499.00
3,499.00

68.14 68.14

Page 5 ends

vchlist Voucher List
02/04/2026 3:14:16PM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice
141638 2/4/2026 13558 KIFER HYDRAULICS CO, INC 87676
141639 2/4/2026 10997 LAKESIDE FIRE PROTECTION 291
141640 2/4/2026 13851 LAWSON PRODUCTS, INC 9313129184
141641 2/4/2026 10204 LIFE ASSIST INC 2047310
141642 2/4/2026 10174 LN CURTIS AND SONS INV1029448
141643 2/4/2026 10308 O'REILLY AUTO PARTS 2968-333601
2968-333602
2968-333749
2968-333896
141644 2/4/2026 15261 PUBLIC SECTOR HR ASSOCIATION 14166 141645 2/4/2026 10095 RASA 5908
141646 2/4/2026 15425 RENEWELL FLEET SERVICE LLC 9248
141647 2/4/2026 15507 RICHARD ANTHONY ASSOCIATES 2025.12 SANTEE 141648 2/4/2026 13666 RINGCENTRAL INC CD_001327755
141649 2/4/2026 10097 ROMAINE ELECTRIC CORPORATION 12-066108 PO# Description/Account
55295 VEHICLE REPAIR PARTS
Total:

CONTINUED ED PROVIDER FEE
Total:
55297 SHOP SUPPLIES
Total:
55324 EMS SUPPLIES
Total:
55361 SAFETY EQUIPMENT
Total:
55364 VEHICLE REPAIR PARTS
55364 VEHICLE REPAIR PART
55364 VEHICLE SUPPLIES
55364 VEHICLE REPAIR PARTS
Total:

PSHRA MEMBERSHIP
Total:
55434 MAP CHECK - CERTIFICATE OF CO
Total:
55367 VEHICLE REPAIR PARTS
Total:
55187 SB1383 CONSULTANT
Total:
62758185006; JAN26
Total:
55407 VEHICLE SUPPLIES
Amount

94.96 94.96
2,050.00
2,050.00
281.37
281.37
2,074.23
2,074.23
176.44
176.44

11.08 20.69
206.75

19.40 257.92
790.00
790.00
385.00
385.00
481.84
481.84
2,788.75
2,788.75
2,707.10
2,707.10
971.23

Page 6 ends

vchlist Voucher List
02/04/2026 3:14:16PM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice
141649 2/4/2026 10097 10097 ROMAINE ELECTRIC CORPORATION (Continued} 141650 2/4/2026 10606 SD COUNTY SHERIFF'S DEPT SHERIFF NOV 2025 141651 2/4/2026 10870 SAN DIEGO COUNTY VECTOR SD10203-25-26 141652 2/4/2026 10407 SAN DIEGO GAS & ELECTRIC 04229703218; JAN26 22373580042; JAN26
43940205509; JAN26
85097421694;JAN26
141653 2/4/2026 10110 SECTRAN SECURITY INC 26010634
141654 2/4/2026 11072 SHOW STOPPER WAX PRODUCTS 000108
141655 2/4/2026 10217 STAPLES ADVANTAGE 6052842811
6052925598
141656 2/4/2026 10572 SUNBELT RENTALS INC 175192406-0005 141657 2/4/2026 10250 THE EAST COUNTY 00159263P
00159792
141658 2/4/2026 11112 ULINE 202835607
141659 2/4/2026 10550 UNIFORMS PLUS INC 11526
141660 2/4/2026 10642 USPS-POC 01312026
PO# Description/Account
Total:

LAW ENFORCEMENT NOV 2025
Total:

VECTOR CONTROL SERVICES
Total:

STREET LIGHTS

TRAFFIC SIGNALS
LMD

CITY HALL GROUP BILL
Total:
55348 FY 25/26 ARMORED CAR TRANS PC
Total:
55306 VEHICLE SUPPLIES
Total:
55412 OFFICE SUPPLIES
55350 OFFICE SUPPLIES - P&B, E
Total:
55545 STATION 20 EQUIPMENT
Total:

NOTICE OF PUBLIC HEARING - VAL

NOTICE OF PUBLIC HEARING - PAL
Total:
55584 FUEL CABINET
Total:
55351 WEARING APPAREL
Total:

JANUARY POSTAGE REIMBURSEM
Amount
971.23
1,521,105.44
1,521,105.44
798.34
798.34
48,610.30
9,024.97
818.42
9,661.67
68,115.36
180.24
180.24

37.71 37.71

17.01 86.00
103.01
3,065.39
3,065.39
213.50
644.00
857.50
1,831.43
1,831.43
881.96
881.96
1,081.95

Page 7 ends

vchlist
02/04/2026 3:14:16PM
Bank code: ubqen
Voucher
141660
141661
141662
Date ----------------- Vendor
2/4/2026 10642 10642 USPS-POC
2/4/2026 10475 VERIZON WIRELESS
2/4/2026 11877 WAXIE SANITARY SUPPLY
49 Vouchers for bank code: ubgen
49 Vouchers in this report
Prepared by:_\_
:;
_
�
1�VL_t�e��1/�Y--.
l
Date: __ --:;;zca6---'-.
=---�- j_.+-'-)-·� �
Approved by: _____________ ,,____
Date:__ _ �/4,{z�
Voucher List

CITY OF SANTEE
Invoice
(Continued)
6133204282
83726072
PO#
55474
Description/Account
Total:

WIFI SERVICE
Total:

FACILITIES MAINTENANCE SUPPL!
Total:

Bank total:

Total vouchers
Amount
1,081.95
1,220.31
1,220.31

73.79 73.79
1,728,055.15
1,728,055.15

Page 8 ends

PyBatch
02/03/2026
Type
Grand
Totals
8:37:37AM

EARNINGS SECTION
Hours/units Rate Amount Src
17,026.60 830,490 68
Plan
roth
sb-1
sb-3
sffa
sffapc
st1cs3
st2cs3
texlif
vaccpr
vaccpt
vcanpr
vcanpt
vgcipt
vghipr
vision
voladd
voldis
vollad
vollif
Payroll Processing Report

CITY OF SANTEE
1/15/2026 to 1/28/2026-1 Cycle b

DEDUCTIONS SECTION
Base Wages
148,504.43
67,837.50
17,153.94
23,482.01
Deduction
15,462.04
101.37

70.38 3,760.96
1,015.22
2,035.13
514.62
364.77
1,125.30
191.66
362.77
113.15

93.26 60.29
566.62

17.55 652.99
156.86
304,160.00
Benefit/Cont LvPlan
-2,035.13
-514.62
156.83
359,762.69

LEAVE SECTION
Accrued
Gross:

Net:

Taken
830,490.68
526,330.68
Banked Lost
<< No Errors/ 16 Warnings >>

Page 9 ends

vchlist
02/05/2026 11 :58:38AM
Bank code: ubqen
Voucher
141663
141664
141665
141666
141667
141668
141669
141670
Date Vendor
2/5/2026 10334 CHUC
2/5/2026 10844 FRANCHISE TAX BOARD
2/5/2026 10785 RELIANCE STANDARD LIFE
2/5/2026 10424 SANTEE FIREFIGHTERS
2/5/2026 10776 STATE OF CALIFORNIA
2/5/2026 10776 STATE OF CALIFORNIA
2/5/2026 10001 US BANK
2/5/2026 14600 WASHINGTON STATE SUPPORT
8 Vouchers for bank code ubgen
8 Vouchers in this report
Pcepaced by,�------
Date � � App,o,ed b;:;; Date: 2. -
Voucher List

CITY OF SANTEE
Invoice
3670891
PPE 1/28/26
February 2026
PPE 1/28/26
PPE 1/28/26
PPE 1/28/26
PPE 1/28/26
PPE 1/28/26
PO# Description/Account

MEDICAL AND DENTAL INSURANCE
Total:

WITHHOLDING ORDER
Total:

VOLUNTARY LIFE INSUR
Total:

BATT CHIEF-STATION EXPENSE
Total:

WITHHOLDING ORDER
Total:

PARS RETIREMENT
Total:

WITHHOLDING ORDER
Total:

Bank total:

Total vouchers
Amount
298,457.14
298,457.14

82.59 82.59
313.69
313.69
4,913.45
4,913.45
449.53
449.53
260.30
260.30
1,106.74
1,106.74
641.53
641.53
306,224.97
306,224.97

Page 10 ends

vchlist
02/11/2026 12:24:24PM
Bank code : ubqen
Voucher
543622
Date Vendor
2/5/2026 10482 TRI STAR RISK MANAGEMENT
1 Vouchers for bank code : ubgen
1 Vouchers in this report
Prepared by: __ �-��--�_Jfh __ .....__.�=--=__, __ _
Date: 4-r'iI \ 4-,f---r, rvy � Approved by:

Date: _________ _ -v/11 {z,[o
Voucher List

CITY OF SANTEE
Invoice
241140561
PO# ------ Description/Account

FEBRUARY PREFUNDING
Total:

Bank total:

Total vouchers
Amount
10,564.29
10,564.29
10,564.29
10,564.29

Page 11 ends

vchlist
02/06/2026 1 :23:06PM
Bank code : ubqen
Voucher List

CITY OF SANTEE
Voucher ----- Date Vendor Invoice PO# Description/Account Amount --------------------- ---------- ------- ------------- ------ 6582063
6873190
2/6/2026 14704 457 MISSIONSQUARE
2/6/2026 14705 RHS MISSIONSQUARE
2 Vouchers for bank code : ubgen
2 Vouchers in this report
Pcepaced by<J�
Date: v ,Z • {.:, ·::::2--<.o
Appm,ed
Date:
b� �-f;dLPPE 1/28/26 ICMA- 457
PPE 1/28/26 RETIREE HSA
Total:

Total:

Bank total:

Total vouchers
53,522.20
53,522.20
5,334.37
5,334.37
58,856.57
58,856.57

Page 12 ends

vchlist
02/10/2026 1 :47:46PM
Bank code: ubqen
Voucher List

CITY OF SANTEE
Voucher ---- Date Vendor Invoice PO # Description/Account Amount - ---- ----------------- --------- ------ ------------ ------ 2263 2/10/2026 10353 PERS
1 Vouchers for bank code : ubgen
1 Vouchers in this report
Pcepaced by � s&:c )Vk
Date: '}.... 11 0 ,'2.--l;o
Approved�T BJ/ Date: �.2, (ii, '
02 26 3 RETIREMENT PAYMENT
Total:

Bank total:

Total vouchers :
162,077.51
162,077.51
162,077.51
162,077.51

Page 13 ends

vchlist
02/11/2026 12:32:24PM
Bank code : ubqen
Voucher
Voucher List

CITY OF SANTEE
-----
Date Vendor Invoice PO# Description/Account Amount ---- ----------------- --------- ----------=------------ ------ 647586 2/11/2026 10401 US BANK TRUST
1 Vouchers for bank code : ubgen
1 Vouchers in this report
Prepared by:_�-"'--'"'1---------',--�-"L----""''------- Date: �- /J rf I 'I ,f P��-· ; Approved by: I
Date:__ _ t}i�p
3118158 CFO 2017 DEBT SERVICE SEMI ANI
Total:

Bank total:

Total vouchers
168,431.25
168,431.25
168,431.25
168,431.25

Page 14 ends

vchlist Voucher List
02/11/2026 1:45:51PM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice PO# Description/Account Amount 141671 2/11/2026 15360 ASHBURN, NIKKI 012326-NA LCW PER DIEM 2026 158.00 100125-NA NEOGOV PER DIEM 94.00
Total: 252.00
141672 2/11/2026 15066 BARCELLO, MICHELE 02272026-MB PARMA PER DIEM 163.00 Total: 163.00
141673 2/11/2026 12951 BERRY, BONNIE February 1, 2026 RETIREE HEALTH PAYMENT 91.00 Total: 91.00
141674 2/11/2026 15888 BK TECHNOLOGIES INC 6057959 55573 COMMUNICATION EQUIPMENT 6,840.92 Total: 6,840.92
141675 2/11/2026 15844 BLACK ANGUS STEAKHOUSE 2025-1 BREWS AND BITES 2025 VENDOR : 250.00 Total: 250.00
141676 2/11/2026 10569 CHARLENE'S DANCE N CHEER 423 INSTRUCTOR PAYMENT 9,010.80 Total: 9,010.80
141677 2/11/2026 10234 COUNTY OF SAN DIEGO 05871-2006-Rl-2026 55383 GENERATOR AIR POLLUTION CON. 723.00 Total: 723.00
141678 2/11/2026 10333 COX COMMUNICATIONS 038997401; JAN26 9951 RIVERWALK DR 57.00 094486701; FEB26 CITY HALL GROUP BILL 3,411.99
Total: 3,468.99
141679 2/11/2026 10046 D MAX ENGINEERING INC 9690 55468 STORMWATER PROGRAM ASSISTJ! 19,146.98 Total: 19,146.98
141680 2/11/2026 14811 DIGITECH COMPUTER LLC 618001808 55456 SLEMSA BILLING CONTRACT SER\ 21,782.52 Total: 21,782.52
141681 2/11/2026 14446 ENTERPRISE FM TRUST 282938A-020426 VEHICLE LEASING PROGRAM 18,025.57 FOT0192238 55339 FLEET MAINTENANCE SERVICES 1,092.92
Total: 19,118.49
141682 2/11/2026 13754 EPLASTICS INV1240732 55519 POLYCARBONATE PANELS SUPPLI 354.52

Page 15 ends

vchlist
02/11/2026 1:45:51PM
Bank code: ubqen
Voucher Date Vendor
141682 2/11/2026 13754 13754 EPLASTICS
141683 2/11/2026 10251 FEDERAL EXPRESS
141684 2/11/2026 10490 HARRIS & ASSOCIATES INC
141685 2/11/2026 11724 ICF JONES & STOKES INC
141686 2/11/2026 15316 JD ANIMAL REMOVAL INC
141687 2/11/2026 15225 LONG, CHERYL L
141688 2/11/2026 10507 GREAT AMERICA FINANCIAL SVCS
141689 2/11/2026 10085 NATIQNAL SAFETY COMPLIANCE INC
141690 2/11/2026 15376 NESVIG, CHRISTINE
141691 2/11/2026 10308 O'REILLY AUTO PARTS
141692 2/11/2026 10344 PADRE DAM MUNICIPAL WATER DIST
141693 2/11/2026 14614 PARADIGM MECHANICAL CORP
141694 2/11/2026 15934 PR CONSTRUCTION AND DESIGN INC
Voucher List

CITY OF SANTEE
Invoice PO#
(Continued)
9-167-33755
70753 55560
INV-00000173553 53609
2004 55360
February 1, 2026
41131857; FEB26
103736
012326-CN
2968-334997 55364
29700015; JAN26
90000366; JAN26
114434 55387
13002
Description/Account
Total:

FEDEX SHIPPING CHARGES
Total:

HA-10 PROFESSIONAL SUPPORT F
Total:

MSCP SUBAREA PLAN
Total:

FY25/26 DEAD ANIMAL REMOVAL S
Total:

RETIREE HEALTH PAYMENTS
Total:

MITEL MXE Ill CONTROLLER SATA !
Total:

ANNUAL ADMINISTRATIVE FEE
Total:

LCW PER DIEM
Total:

VEHICLE REPAIR PART
Total:

CONSTRUCTION METER

GROUP BILL
Total:

FY25/26 HVAC MAINT & REPAIRS
Total:

REFUND OF PERMIT#B-ELEC-25-0'
Total:

Amount
354.52

22.50 22.50
4,230.00
4,230.00
795.00
795.00
1,494.72
1,494.72

91.00 91.00
1,588.52
1,588.52
150.00
150.00
158.00
158.00

15.28 15.28
251.50
20,271.82
20,523.32
114.10
114.10
182.27
182.27

Page 16 ends

vchlist Voucher List
02/11/2026 1:45:51PM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice PO# Description/Account Amount 141695 2/11/2026 12062 PURETEC INDUSTRIAL WATER 2377374 55528 DEIONIZED WATER SERVICE 241.75 Total: 241.75
141696 2/11/2026 15343 QUADIENT FINANCE USA INC 2830209 PRIORITY MAIL POSTAGE 100.10 Total: 100.10
141697 2/11/2026 12237 RAYON, KYLE February 1, 2026 RETIREE HEALTH PAYMENT 91.00 Total: 91.00
141698 2/11/2026 13666 RINGCENTRAL INC 44284040 55502 NEW PHONE SYSTEM HARDWARE 15,250.20 44284049 55502 NEW PHONE SYSTEM HARDWARE 538.75
44284055 55502 NEW PHONE SYSTEM HARDWARE 538.75
Total: 16,327.70
141699 2/11/2026 11072 SHOW STOPPER WAX PRODUCTS 000111 55306 VEHICLE SUPPLIES 60.34 Total: 60.34
141700 2/11/2026 12223 SITEONE LANDSCAPE SUPPLY LLC 162007543-001 55389 IRRIGATION PARTS 301.19 162090384-001 55389 IRRIGATION PARTS 158.29
162090478.001 55389 IRRIGATION PARTS 831.28
1621 00060-01 55389 IRRIGATION PARTS 217.09
162154345-001 55389 IRRIGATION PARTS 152.46
162177363-001 55389 IRRIGATION PARTS 239.97
162186166-001 55389 IRRIGATION PARTS 256.79
Total: 2,157.07
141701 2/11/2026 10217 STAPLES ADVANTAGE 6052665592 55517 STAPLES OFFICE SUPPLIES 215.45 Total: 215.45
141702 2/11/2026 10250 THE EAST COUNTY 00159882 NOTICE OF PUBLIC HEARING - PR< 350.00 00160041 NOTICE SUMMARY - ADU ORD Pm 227.50
Total: 577.50
141703 2/11/2026 15091 T-MOBILE USA INC 993045165; JAN26 CITY HALL 2,042.63 Total: 2,042.63
141704 2/11/2026 12480 UNITED SITE SERVICES 114-14183920 55423 PORTA POT SERVICE 358.36 114-14184967 55423 PORTA POT SERVICE 180.00

Page 17 ends

vchlist
02/11/2026 1:45:51PM
Bank code : ubqen
Voucher
141704
141705
141706
141707
141708
Date Vendor
2/11/2026 12480 12480 UNITED SITE SERVICES
2/11/2026 14687 WEX BANK
2/11/2026 12930 WILLIAMS, ROCHELLE
2/11/2026 12641 WITTORFF, VICKY DENISE
2/11/2026 15538 X-NAUT LLC
38 Vouchers for bank code : ubgen
38 Vouchers in this report
P�paced by
G
_, A �
Date:
__
_;;,_
1_JJ_;
x;
_"_ �_i' -�. �
,,., II \w'
Approved by: �
Date:

Voucher List

CITY OF SANTEE
Invoice
(Continued)
110565779
February 1, 2026
February 1, 2026
4932
4932-A
PO#
55567
Description/Account
Total:

FLEET CARD FUELING
Total:

RETIREE HEALTH PAYMENT
Total:

RETIREE HEALTH PAYMENTS
Total:

IPAD CASES

IPAD CASES
Total:

Bank total:

Total vouchers
Amount
538.36
18,185.73
18,185.73

91.00 91.00

31.00 31.00
2,988.99

29.86 3,018.85
154,245.41
154,245.41

Page 18 ends

LEGAL SERVICES BILLING SUMMARY Attachment 1
JANUARY 2026

CURRENT INVOICE

DESCRIPTION AMOUNT NUMBER NOTES
Retainer $ 18,825.55 1053772
1001.00.1201.51020 18,825.55
Labor & Employment:

Labor & Employment 5,304.40 1053773
1001.00.1201.51020 5,304.40
Litigation & Claims:

Litigation & Claims 298.00 1053774
Storm Water Mandates 3,343.32 1050660
Lee Receivership 3,107.90 1053781
Keith Receivership 238.40 1053788
Hope for the Homeless Lakeside Inc. 208.60 1053786
1001.00.1201.51020 7,196.22
Special Projects (General Fund):

Community Oriented Policing 14,119.52 1053775
Annual Municipal Code Update 298.00 1053782
CEQA Special Advice 3,844.20 1053790
Water Quality 149.00 1053777
General Elections 3,993.20 1053778
Parcel 4 Hotel 1,013.20 1053779
Cannabis 3,121.50 1053783
Special Training 13,410.00 1053784
Surplus Land Act/Real Property Special Advice 3,307.80 1053785 Housing and Planning Legal Support 2,294.60 1053780
1001.00.1201.51020 45,551.02
Mobile Home Rent Control Commission 4,082.60 1053776 2901.04.4106.51020 Financial System Upgrade Contract 59.60 1053787 *cip72451.20.05 4,142.20
Third-Party Reimbursable:

MSCP Subarea Plan 1,506.00 1053789 spp1704a.10.05
HomeFed Litigation 4 3,969.00 1053796 tm22001a.10.05
Palisade Warehouse 3,704.40 1053791 mjr2501a.10.05
Summit Townhomes 220.50 1053792 grd2505a.10.05
City Ventures Cottonwood and Park 3,259.20 1053793-4 grd2504a.20.05 12,659.10
Total $ 93,678.49
LEGAL SERVICES BILLING RECAP Attachment 2
FY 2025-26
Adopted Revised Previously Spent Available Current Request Category Budget Budget Year to Date Balance Mo./Yr. Amount General Fund:

General / Retainer $ 223,170.00 $ 223,170.00 $ 111,969.15 $ 111,200.85 Jan-26 $ 18,825.55 Labor & Employment 70,000.00 70,000.00 33,942.20 36,057.80 Jan-26 5,304.40 Litigation & Claims 200,000.00 200,000.00 40,550.94 159,449.06 Jan-26 7,196.22 Special Projects 430,000.00 430,000.00 372,617.69 57,382.31 Jan-26 45,551.02 Total $ 923,170.00 $ 923,170.00 $ 559,079.98 $ 364,090.02 $ 76,877.19 Other City Funds:

MHFP Commission $ 10,000.00 $ 10,000.00 $ 5,036.45 $ 4,963.55 Jan-26 $ 4,082.60 SLEMSA JPA 5,000.00 5,000.00 1,639.00 3,361.00 Jan-26 - Financial System Upgrade 20,000.00 20,000.00 4,559.40 15,440.60 Jan-26 59.60 SD River Fire Mitigation - - 4,678.60 (4,678.60) Jan-26 - Total $ 35,000.00 $ 35,000.00 $ 15,913.45 $ 19,086.55 $ 4,142.20 Third-Party Reimbursable:

Total $ 95,728.65 $ 12,659.10
Total Previously Spent to Date
Total Proposed for Payment
General Fund $ 559,079.98 General Fund $ 76,877.19
Other City Funds 15,913.45 Other City Funds 4,142.20
Applicant Deposits or Grants 95,728.65 Applicant Deposits or Grants 12,659.10 Total $ 670,722.08 Total $ 93,678.49
FY 2025-26

RESOLUTION NO.
1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE AUTHORIZING

THE CITY MANAGER TO EXECUTE THE CONCESSIONS SERVICES AGREEMENT

FOR CONCESSION SERVICES AT TOWN CENTER COMMUNITY PARK EAST WITH NHELONLY FLORES GREGORIO, dba RIVERWALK GRILL
WHEREAS, on July 13, 2017, the City entered into an agreement with Robert Velasco to provide food and concession services at Town Center Community Park East.

Mr. Velasco operated his business under the name Riverwalk Grill (Velasco Agreement); and
WHEREAS, on August 19, 2021, the City consented to an assignment and assumption of the Velasco Agreement to Nhelony Flores Gregorio, who has continued to operate her business under the name Riverwalk Grill. Gregorio has satisfactorily continued to operate in accordance with the terms of the Velasco agreement since August 19, 2021; and
WHEREAS, the City and Ms. Gregorio (the Parties) now desire to enter into a new agreement whereby Ms. Gregorio will continue to provide food and concession services at Town Center Community Park East through June 30, 2030; and WHEREAS, many of the terms of the current agreement will remain in place, including the requirement that the City is paid 7% of gross sales and the Parties share in the monthly SDG&E costs.

WHEREAS, new terms include adding one option to extend the Agreement for an additional five (5) year period, adding a provision to update the SDG&E baseline provision annually, and adding language about how possessory interest questions will be addressed.

NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Santee, California, that it:

SECTION 1. Authorizes the City Manager to execute the Concession Services Agreement for Concession Services at Town Center Community Park East with Nhelony Flores Gregorio, dba Riverwalk Grill.

SECTION 2. Authorizes the City Manager to approve one (1) additional five (5) year option to renew.

SECTION 3. This Resolution shall take effect immediately upon its passage.

ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 25th of February 2026, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

RESOLUTION NO.
2 APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:
_______________________________

JAMES JEFFRIES, CITY CLERK

RESOLUTION NO. __________

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA

ACCEPTING THE SHADOW HILL PARK PLAYGROUND RENOVATION
(CIP 2025-40) PROJECT AS COMPLETE
WHEREAS, the City Council awarded the construction contract for the Shadow Hill Park Playground Renovation (CIP 2025-40) Project to Playcore Wisconsin, Inc., DBA Gametime on June 11, 2025, utilizing the Omnia Contract #2017001134 awarded by US Communities Government Purchasing Alliance RFP #269-2017-028 for Playground and Outdoor Fitness Equipment, Site Accessories, Surfacing, and Related Products and Services, for a total contract amount of $442,710.00; and WHEREAS, the City Council authorized the City Manager to approve change orders in an amount not to exceed $44,270.00; and
WHEREAS, notice to proceed was issued September 29, 2025; and WHEREAS, two change orders for additional work in the amount totaling $28,755.00 were approved related to installation of shade sail cloths, handrails for ADA compliance and additional concrete work; and
WHEREAS, the construction contract was completed for a total contract amount of $471,465.00 on February 11, 2026; and
WHEREAS, Playcore Wisconsin, Inc., DBA Gametime has completed the project in accordance with the contract plans and specifications; and WHEREAS, staff recommends authorizing City Clerk to file a Notice of Completion with the San Diego County Clerk; and
WHEREAS, per California Environmental Quality Act (CEQA) Guidelines Section 15378, this action is not a project under CEQA as it involves an administrative activity of government without the potential of a significant impact on the environment.

WHEREAS, the City Council desires to accept the Project as complete; and WHEREAS, acceptance of the Project as complete will not result in a direct or indirect impact on the environment, is an administrative activity of government, and is therefore not a “project” under CEQA pursuant to State CEQA Guidelines Section 15378.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Santee, California, that the work for the construction of the Shadow Hill Park Playground Renovation (CIP 2025-40) Project is accepted as complete on this date and the City Clerk is directed to record a Notice of Completion.

SECTION 1. The work for the construction of the Shadow Hill Park (CIP 2025-40) Project is accepted as complete on this date.

SECTION 2. The City Clerk is directed to record a Notice of Completion.

RESOLUTION NO. __________
SECTION 3. The action is not a project subject to the California Environmental Quality Act (“CEQA”) per CEQA Guidelines Section 15378 as it involves an administrative activity of government without the potential of a significant impact on the environment.

SECTION 4. This Resolution shall take effect immediately upon its passage.

ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 25th of February 2026, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

JAMES JEFFRIES, CITY CLERK

STAFF REPORT

CONTINUED PUBLIC HEARING TO ASSESS COMMUNITY DEVELOPMENT NEEDS AND TO SOLICIT PROPOSALS FOR PROGRAM YEAR 2026 COMMUNITY

DEVELOPMENT BLOCK GRANT (CDBG) AND HOME PROGRAM FUNDING

CONSISTENT WITH THE CONSOLIDATED PLAN AND FINDING THE ACTION IS

NOT A PROJECT SUBJECT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (“CEQA”)

CITY COUNCIL MEETING
FEBRUARY 25, 2026
A. CDBG BACKGROUND
The Community Development Block Grant (CDBG) program is administered by the United States Department of Housing and Urban Development (HUD). Cities with over 50,000 in population, known as Entitlement Cities, are provided the opportunity to apply for a direct allocation of CDBG funds. Entitlements are based on a formula that factors in population, the extent of poverty, housing overcrowding, and age of housing. To receive its annual CDBG entitlement grant, the City must develop a five-year Consolidated Plan, which is a comprehensive planning document and application for funding under Community Planning and Development grant programs.

As a CDBG requirement, the City must develop an Annual Action Plan (AAP) each year following the adoption of the Consolidated Plan. The AAP shall reflect City Council’s funding allocations for public services, public facilities and administration activities, consistent with the goals and objectives of the Consolidated Plan. The AAP must be accessible to the public to allow citizens an opportunity to review and comment. After review of public comments, the AAP is submitted to HUD with the required grant applications by the May 15th submittal deadline.

B. CDBG PROGRAM GUIDELINES
CDBG activities proposed by the City (City) must meet one of three National Objectives of the CDBG program and be consistent with program regulations as an appropriate activity.

The primary CDBG objective is the development of viable communities, including decent housing and a suitable living environment, along with the expansion of economic opportunity, principally for persons of low- and moderate-income.

Each activity must meet one of the following three national objectives:

1. Benefit low- and moderate-income families.

At least 70% of the grantee’s allocation must be spent for activities benefiting low- and moderate-income residents. The three most common ways of meeting this objective are:
a. Activities that benefit an area in which low-income households are Staff Report, February 25, 2026
Assess and Prioritize Projects for CDBG Funding
Program Year 2026

Page 2 of 4 ends

prevalent.
b. Activities requiring income data for each applicant to demonstrate eligibility.
c. Activities that benefit a limited clientele who are generally presumed to be principally low- and moderate-income. Categories of limited clientele allowed by HUD include abused children, battered spouses, elderly persons, severely disabled adults, homeless persons, illiterate adults, persons living with AIDS and migrant farm workers.

2. Aid in the prevention or elimination of slums or blight.

Activities considered to aid in the prevention or elimination of slums or blight are activities within a delineated area which meets a definition of slum, blighted, deteriorated, or deteriorating under state or local law, or where there is a substantial number of deteriorating or dilapidated buildings and improvements are needed throughout the area.

3. Address community needs having a particular urgency.

This national objective is extremely restrictive and rarely used. The urgent condition must be recent and pose a serious and immediate threat to the health or welfare of the community. There can be no other source of financing available to meet the needs in this category.

C. AVAILABLE FUNDS
The CDBG allocation to the City for PY 2025 was $375,277. As of February 12, 2026, HUD has not announced the amount that the City will be allocated for PY 2026 (July 2026 – June 2027). However, the schedule for preparation of annual Action Plans by the City and the County of San Diego requires public input be solicited at this time and a tentative plan for funding activities in PY 2026 be approved and submitted to HUD no later than May 15th. Due to uncertainty regarding the budget for HUD programs, for planning purposes, staff estimates the City’s PY 2026 allocation will be $349,400, which is the average of the three prior PY allocations and 6.91% less than the PY 2025 allocation.

HUD regulations impose a 15% cap on the amount of CDBG funds allocated to Public Service Activities and a 20% cap on Administrative Activities (including program income but excluding prior year carry forwards). Prior year carry forwards can only be allocated to Public Facilities
D. REQUESTS FOR FUNDING
A Request for Proposals (RFP) was issued on December 5, 2025, with applications due by January 12, 2026. The City received seven applications under the PY 2026 CDBG Public Services category, requesting a cumulative total of $143,000 in funding. In addition, one application for Administrative Services (Fair Housing) was received, requesting $22,000. The City also proposes allocating CDBG monies to the Program Administration category to fund staff costs associated with administering the City’s CDBG Staff Report, February 25, 2026
Assess and Prioritize Projects for CDBG Funding
Program Year 2026

Page 3 of 4 ends

program. The Public Infrastructure/Facilities category did not receive any applications; however, the City proposes using this funding for future phases of the Citywide Americans for Disabilities Act (ADA) Pedestrian Ramp Project.

Public Facilities Funding
In PY 2022, the first phase of the Citywide Americans for Disabilities Act (ADA) Pedestrian Ramp Project was completed, which included the installation of 46 new ADA compliant pedestrian ramps. This project benefited 3,443 disabled and elderly persons (presumed low-income) residents according to the U.S. Census Bureau’s 2019 American Community Survey. The Phase I pedestrian ramps are in the neighborhoods south of West Hills High School and northeast of Santana High School.

In PY 2025, staff completed Phase II of the Citywide ADA Pedestrian Ramp project, which installed 39 new ADA compliant pedestrian ramps in the neighborhoods west of Carlton Hills school and west of Chet F. Harritt School. Phase II of the project benefitted 754 disabled persons and 457 elderly persons in these neighborhoods.

The proposed PY 2026 public infrastructure funding ($227,110) would be used toward Phase III of the Citywide ADA Pedestrian Ramp project. This next phase of the Citywide ADA Pedestrian Ramp project anticipates constructing between 30-40 pedestrian ramps.

SUMMARY OF ESTIMATED EXPENDITURES

ACTIVITY CAP
AMOUNT

AVAILABLE

PER CAP
AMOUNT

REQUESTED
Public Service Activities** 15% $ 52,410 $ 143,000
Administrative Activities 20% $ 69,880 $ 69,880
Public Infrastructure None $ 227,110 $ 227,110
$ 349,400* $ 439,990
*Total amount available per cap includes staff’s estimate based on prior PYs’ allocations ($349,400). **Public Service Activities cap amount is subject to change depending on HUD’s final allocation.

Requested in excess of projected funding $ 90,590
E. PUBLIC PARTICIPATION AND ALLOCATION PROCESS
Public participation is an important part of the CDBG process. Two Public Hearings are required to meet the HUD requirements for citizen participation. In accordance with the Code of Federal Regulations Title 24, HUD, Section 570.704, the City initiated the CDBG application process by publishing a Notice of Funding Availability (NOFA) for PY 2026 on December 5, 2025, in the East County Californian, as well as posting the Request for Proposals on the City’s website. Applications were due to the City by January 12, 2026.

Notice of the February 11th and February 25th Public Hearings were published in the East County Californian on January 30th, 2026.

Staff Report, February 25, 2026
Assess and Prioritize Projects for CDBG Funding
Program Year 2026

Page 4 of 4 ends

This agenda item includes the applications and were made available for public review and comment. This approach provides the public with an opportunity to examine the contents of all applications received and to provide comments prior to City Council decision on the funding of qualified applications.

F. RECOMMENDATIONS
1) Re-open, conduct and close the Public Hearing; and
2) Direct staff to publish a summary of the Annual Action Plan; and 3) Adopt the Resolution assessing and prioritizing community development needs, allocating CDBG funds for PY 2026 and authorizing Staff to prepare and publish a draft Annual Action Plan for PY 2026.

RESOLUTION NO.
1 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA

ON THE ASSESSMENT AND PRIORITIZATION OF COMMUNITY DEVELOPMENT

NEEDS, ALLOCATION OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FOR PROGRAM YEAR 2026, AUTHORIZATION TO PREPARE AND PUBLISH A DRAFT ANNUAL ACTION PLAN FOR PROGRAM YEAR 2026, AND

FINDING THE ACTION IS NOT A PROJECT SUBJECT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (“CEQA”)
WHEREAS, the City of Santee held two public hearings on February 11th and February 25th to assess current and prior program performance, community development needs, funding availability and applications for Program Year (PY) 2026; and WHEREAS, for PY 2026, the City of Santee anticipates receiving $349,400 in CDBG funds, which is the average of the three prior PY allocations and is 6.91% less than the PY 2025 allocation; and
WHEREAS, the City of Santee is required to prepare and adopt an Annual Action Plan (AAP) to implement the goals and priorities of the Consolidated Plan. The City shall submit the AAP to HUD by May 15th, prior to receiving funds; and WHEREAS, the City of Santee has followed the prescribed format prior to submission of the required documents.

NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Santee, California, does hereby:

1. Direct staff to prepare a Draft Annual Action Plan reflecting the funding priorities identified in the City Council hearing on February 25th, 2026; and

2. Direct staff to proportionately adjust allocations among Public Services, Public Facilities and Administrative Activities (except Fair Housing) to accommodate any shortfall or surplus between the projected PY 2026 CDBG allocation of $349,400 and the final entitlement amount received by the City of Santee for PY 2026; and

3. Direct staff to publish a Summary of the Draft Annual Action Plan as required for the Consolidated Plan.

4. Finds this item is exempt from environmental review under the California Environmental Quality Act ("CEQA") by CEQA Guidelines section 15061(b)(3).

RESOLUTION NO.
2 ADOPTED by the City Council of the City of Santee, California, at a Regular meeting thereof held this 25th day of February 2026.

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

JAMES JEFFRIES, CITY CLERK
ATTACHMENT 3
PROGRAM YEAR 2026 APPLICATIONS FOR FUNDING
Public Services:

East County Transitional Living Center.......................................................................................... 2 ElderHelp of San Diego...............................................................................................................14 Meals-On-Wheels Greater San Diego County..............................................................................24 Recovery & Beyond ....................................................................................................................34 Santee Food Bank ......................................................................................................................44 Santee Santas Foundation .........................................................................................................52 Voices for Children ....................................................................................................................64 Administration:

CSA San Diego ..........................................................................................................................76 2 3
|
City of Santee - Application for CDBG Funding
Type of Project (check one): Public Service Activity 181 Public Improvement (Construction) □
Acquisition of property □
Other (describe)_[Click here to enter text]
Federal Unique Entity Identifier (UEI): P6QJF7LPMBN3
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 27-0865318
California Entity ID: 3223355
Faith Based Organization:
□ NO
Person completing application: Ken Weekes
FUNDING INFORMATION:

Amount Requested from Santee: $ 56,000.00
Total Project/Program Budget: $ $4,031,663.00
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain:

Yes. The Emergency Housing Program is scalable. If awarded less than the full amount requested, the project can still be carried out. ECTLC would continue to provide staffing, meals, case management, and operational support using other resources, ensuring program quality and compliance are maintained. A reduced award would impact the volume of shelter provided rather than the structure or effectiveness of the program.

Please complete Page 5 (CDBG Project Budget) itemizing revenues and expenses (sources and amounts) for the proposed project or activity in which CDBG funds would be used. Indicate how the requested CDBG funds would relate to the overall proposed budget.

PROJECT\ACTIVITY INFORMATION
2 4
5 6
7 8
9 10
11 12
13 Community Development Block Grant (CDBG) Program

APPLICATION FOR FUNDING
Program Year 2026
The following application must be completed by each qualified organization interested in being considered for CDBG funding. Please type or print clearly. Attach additional sheets of information as necessary. All information must be provided, or the application will be considered incomplete and will not be further evaluated for funding consideration.

The application must not exceed a total of twenty (20) pages. The completed application must be submitted by 5:00 P.M. on Monday, January 12, 2026.

Applications may be submitted either electronically to [email protected] or by mail to the City of Santee, Planning & Building Department, Attn: Brittany Gohres, at 10601 Magnolia Avenue, Santee, CA 92071.

Potential applicants who have questions about the CDBG program may contact Brittany Gohres by email at [email protected] or by telephone at (619) 258-4100 ext. 221. The deadline to submit questions is 5:00 pm (PST) on December 19, 2025. Please note that the Santee City Hall will be closed from Wednesday, December 24, 2025 through Friday, January 2, 2026. Additionally, information about the CDBG program for subrecipients (applicants) may be found on HUD Exchange website at https://www.hudexchange.info/resource/687/playing-by-the-rules-a-handbook-for-cdbgsubrecipients-on-administrative-systems/ GENERAL INFORMATION: Date: January 9, 2026
Agency Name: ElderHelp of San Diego
Agency Address: 9590 Chesapeake Drive, San Diego, CA 92123 Agency Type (non-profit, for-profit, public, etc.): non-profit Phone: (619) 284-9281 Fax: (619) 284 -0241
E-mail: [email protected]
Project/Program Contact Person (Name and Title):Anya Delacruz, Associate Executive Director Project/Program Location: San Diego County
Phone: (619) 371-4269 Fax: (619) 284 -0241
E-mail: [email protected]
Type of Project (check one): Public Service Activity ☒
Public Improvement (Construction) ☐
Acquisition of property ☐
Other (describe) [Click here to enter text]
14 City of Santee – Application for CDBG Funding
Federal Unique Entity Identifier (UEI): GMBSRM6N74U3
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 95-2880426
California Entity ID: 713849
Faith Based Organization:

YES x NO
Person completing application: Andrea Ausland
FUNDING INFORMATION:

Amount Requested from Santee: $7,000
Total Project/Program Budget: $1,035,683
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain: Yes, ElderHelp is committed to providing services to seniors in the City of Santee but would need to reassess the level of service if awarded a lesser amount.

PROJECT\ACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? ElderHelp of San Diego's mission is to provide personalized services and resources that empower seniors to maintain their independence and live with dignity in their own homes. With over 50 years of expertise, our purpose is to support seniors who are facing challenges such as declining health, financial hardship, and social isolation, ensuring they can age in place without concern for their basic needs.

ElderHelp's Care Coordination program enables Santee seniors aged 60 and older to live independently in their own homes through comprehensive support services. The program provides biopsychosocial assessments, personalized care planning, case management, home safety modifications, transportation assistance, food pantry deliveries, and Information & Referral services.

Population Served: Low-income Santee seniors who face barriers to independence due 15 City of Santee – Application for CDBG Funding
to limited income, reduced mobility, social isolation, and difficulty accessing essential services. Most live alone and struggle to obtain nutritious food, maintain safe homes, and access transportation and healthcare.

Area Benefited: Citywide Santee
Estimated Number of Santee Residents to Benefit: We project serving 65 unduplicated Santee residents in the upcoming program year. This is consistent with our current service levels and accounts for the documented 28% increase in service complexity per client.

C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).

ElderHelp's Care Coordination program is led by Care Coordinators with expertise in social work and gerontology, certified in critical areas such as mental health, motivational interviewing, crisis de-escalation, dementia and Alzheimer's care, traumainformed practices, and suicide prevention. The program is managed by Elizabeth Wagner, Director of Community & Volunteer Services, and has nearly 10 years of experience leading teams. Trained volunteers support Care Coordinators by providing home visits, friendly visits, and assistance identified through care plans. All activities will be carried out from July 1, 2026 through June 30, 2027. Care Coordination services are delivered with the following frequency: comprehensive biopsychosocial assessments are conducted upon intake and updated as client needs change; personalized care plans are developed within two weeks of assessment and revised as needed; ongoing case management includes weekly check-ins for high-risk clients and monthly contact for stable clients; Information & Referral services are available five days per week with 55 requests provided last fiscal year; and volunteer support services are coordinated based on individual care plans, typically occurring weekly to bi-weekly, addressing top requested needs including grocery shopping, transportation, and social support.

This project meets the CDBG National Objective of benefiting people aged 62+. The project directly addresses City of Santee Priority #2 from the 2025-2029 Consolidated Plan: "Provide public services and activities to address the needs of vulnerable populations, including seniors, residents experiencing food insecurity, individuals with special needs, and those experiencing homelessness." The project falls under the Eligible Activity of "Provision of public services" (CFR § 570.201(e)), specifically services for seniors 62 years or older, including case management, access to nutritious food, transportation assistance, home safety modifications, and Information & Referral services.

E. Agency/Nonprofit Organization Information:
16 City of Santee – Application for CDBG Funding
Outline the background of your agency/nonprofit organization, including the length of time your agency has been in operation, the date of incorporation, the type of corporation and the type of services provided. If the request for funding is submitted as part of a collaborative application, please provide information for each member of the collaborative. If your organization has received CDBG funds from the City of Santee in the past, please note the number of years the organization has received CDBG funding.

ElderHelp of San Diego has been serving seniors since 1974, providing comprehensive support services that enable older adults to live independently in their own homes. The organization was incorporated as a California nonprofit public benefit corporation and holds 501(c)(3) tax-exempt status. ElderHelp has received CDBG funding from the City of Santee for approximately 22 years, demonstrating a longstanding partnership in serving Santee's vulnerable senior population. Our core services include Care Coordination and case management, biopsychosocial assessments and personalized care planning, home safety modifications, volunteer-based transportation (SAGG program), emergency and ongoing food pantry services, Information & Referral connecting seniors to community resources, friendly visiting and social support programs, and assistance with grocery shopping and errands. ElderHelp's experienced staff and trained volunteer network have consistently delivered quality services to Santee seniors, adapting programs to meet evolving community needs while maintaining strong outcomes and fiscal accountability.

F. Financial:

Describe your agency’s fiscal management procedures including financial reporting, record keeping, accounting systems, payment procedures, and audit requirements. Describe how records are maintained to ensure the project benefits targeted groups.

ElderHelp adheres to Board-approved accounting policies aligned with GAAP and utilizes QuickBooks accounting software. The organization maintains an up-to-date accounting procedures manual reviewed annually by an independent auditor.

Disbursement procedures require invoices to be approved by a department manager and reviewed by the Executive Director. Checks are prepared by the Accounting Specialist and signed by either the Executive Director or Associate Executive Director, with checks over $5,000 requiring two signatures. Bank statements are reconciled monthly. Restricted revenues are accounted for separately, and all expenses are tracked by budget line item specific to each program to ensure appropriate use of designated funds. Monthly, the Board of Directors receives complete financial statements including a Statement of Income & Expense with budget-to-actual comparison, Statement of Financial Position, and Cash Flow Report. ElderHelp undergoes an annual independent audit with findings presented to the Board. Financial oversight of CDBG expenditures lies with the CEO/Executive Director and Director of Finance. To ensure the project benefits targeted groups, ElderHelp collects beneficiary application forms, proof of residence, identification, and demographic information for each client. Since elderly persons aged 62+ are presumed by HUD to be low to moderate income, household income verifications are not required. ElderHelp tracks 17 City of Santee – Application for CDBG Funding
Santee resident participation using a detailed spreadsheet logging phone inquiries, client numbers, and services provided, which are reported quarterly to the City of Santee.

G. Personnel:

Identify the staff administering/implementing this project and provide their experience in similar programs.

Deborah Martin, CEO/Executive Director, holds a Bachelor's Degree in Business Law and served as a chief operating officer in private sector ventures for 20+ years. For more than a decade she has led all aspects of ElderHelp's operations, including financial management, legal compliance, program implementation and oversight, fundraising, technology, growth planning, and long-term strategic planning. Anya Delacruz, Associate Executive Director, brings over 20 years of experience working with seniors. Since joining ElderHelp in 2008, she has been instrumental in shaping and expanding the organization's programs. Anya is responsible for ensuring program performance and deliverables while fostering a positive work environment and staff morale. Elizabeth Wagner, Director of Community and Volunteer Services, oversees the day-to-day operations of the Care Coordination and Seniors A Go Go programs. With extensive experience supporting all of ElderHelp's services, Elizabeth's compassionate and skillful approach consistently achieves the best outcomes for the seniors we serve.

H. Conflict of Interest:

PPlease identify any member, officer, or employee of your organization who is an officer or employee of the City of Santee or a member of any of its boards, commissions, or committees or has any interest or holding which could be affected by any action taken in the execution of this application. Please also confirm that your organization has a Conflict of Interest policy in place, which all employees, officers, and members are required to adhere to.

There is no conflict of interest involved with ElderHelp and the execution of this application.

I. Policies and Procedures:

Your organization must have programmatic Policies and Procedures in place for the program you are applying for. Please describe the policies and procedures your organization has in place for determining program eligibility, income eligibility, record keeping\retention, reimbursement requests and procurement/contracting.

All clients undergo a comprehensive intake process, which is recorded in our Salesforce database. Through Salesforce, we track key information including the initial phone call, the application process, enrollment, and the services provided. The system ensures that clients are not entered multiple times and that the detailed intake and enrollment process captures a complete view of any benefits the client is already receiving from 18 City of Santee – Application for CDBG Funding
other providers. As part of our assessment, we review clients' income, benefits (such as health insurance, housing benefits like Section 8), and the services they are currently receiving (such as IHSS or Meals on Wheels). This helps us better coordinate care, reduce service duplication, and ensure clients receive the most relevant support.

Salesforce's specialized system guarantees that we report on unduplicated clients, and we also track discharges to maintain accurate records. If a client returns to our program, we can easily access information about their previous enrollment, services provided, and reasons for discharge. We do not impose restrictions on how frequently individuals can apply for or access our services because we are committed to being a continuous solution for helping seniors remain independent and age in place in their own homes.

BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed project/activity to Santee residents? (Please be specific such as direct services to a client’s home, Santee location, transportation provided, etc.)
Most ElderHelp services are provided at the client’s home or telephonically. Santee residents can also go to ElderHelp’s office, which is located 11 miles from the center of the City of Santee.

B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) 89% of clients are at 30 percent or below of the area median income. 7% of clients are between 31 and 50 percent of the area median income. 4% of clients are between 51 and 80 percent of the area median income. 0% of clients are above 80 percent of the area median income. [Click here to enter text]
C. Does your agency focus its activities on populations with special needs? No X Yes (Please specify)
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
ElderHelp exclusively serves seniors and their families.

DOCUMENTATION
A. How will the recipients’ information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
19 City of Santee – Application for CDBG Funding
ElderHelp collects client demographic data as part of the intake process (by phone or in person) which is then securely stored in Salesforce.

B. How will the outcomes be measured, collected, and documented? Using Salesforce, we collect and track a wide range of data points, including clients' social and medical needs, experiences, and interactions with staff and volunteers. We then generate reports to assess services and identify areas for client interventions.

Through ongoing client monitoring and feedback from volunteers, we maintain a thorough qualitative evaluation of client needs, both self-identified and otherwise, as well as client satisfaction. This information is collected during client and volunteer interviews, assessments and reassessments, and regular follow-ups (via phone or home visits). Based on these insights, the team makes necessary adjustments to ensure that client goals are met and to track progress and improvements. Data analysis and program evaluation are managed by ElderHelp’s Associate Executive Director, Anya Delacruz.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes No

1. The applicant is incorporated as a Non-Profit organization and currently has exempt status 501(c)(3) of the IRS Code and 2370(d) of the California Code?
x

2. The applicant has maintained its California Tax-Exempt Non-Profit Corporation status by filing the appropriate documents:
x
a) IRS Form 990? x
b) California Franchise Tax Board Form 199? x
c) Articles of Incorporation organized under the Nonprofit Public Benefit Corporation Law?
x
d) Date Articles of Incorporation files with Secretary of State? 04/06/1974

3. All necessary licenses required to operate are maintained? x

4. Worker’s Compensation Insurance is active and current? x

5. General Liability Insurance is active and current? x Applicants are required to submit the documentation listed in items 2 and 3 above with their application.

Applicants are also required to provide a documentation, such as resolution for their governing board, authorizing the appropriate (named) staff to execute program applications, agreements, payment requests, and related documents on behalf of the agency related to the CDBG grant.

APPLICANT CERTIFICATION
20 City of Santee – Application for CDBG Funding
To the best of my knowledge and belief, the information contained in this application is true and correct; the document has been duly authorized by the governing body of the applicant; and the applicant will comply with all assurances, federal, state, and local laws, and regulations if funding is approved.

Deborah Martin, CEO / Executive Director
Type or Print Your Name and Title Signature
CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refers to non-match cash or in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate.
21 City of Santee – Application for CDBG Funding

CDBG PROJECT BUDGET
Organization: ElderHelp of San Diego
Total organization budget $2,343,958
Program/Project name requesting funds: Care Coordination for Senior Independence CDBG funds requested: $7,000 Total program/project budget: $1,035,683 Note: Indicate with an asterisk (*) funds that are volunteer time or in-kind contribution.

1. Sources of funding for program/project: (S)Secured or (A)Anticipated a. Funding requested from the City $7,000 (A)
b. Other federal funds (if any) _____________________ (S) or (A) c. State or local government funds $15,000 (A)
d. Donations and contributions $306,500 (A)
e. Fees or memberships _____________________ (S) or (A) f. In-kind contributions / Volunteer time _____________________ (S) or (A) g. Other funding $707,183 (A)
h. TOTAL PROJECT FUNDING (project budget) $1,035,683 (A)

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries $7,000
b. Personnel benefits _______________________
c. Materials and supplies _______________________
d. Program expenses and evaluation _______________________ e. Rent and utilities _______________________
f. Insurance _______________________
g. Mileage (___ @ 62.5 cents/mile) _______________________ h. Incentives and Special Events _______________________ i. Indirect costs _______________________
j. ________________________ _______________________
k. _______________________ _______________________
l. TOTAL REQUESTED FUNDING (same as 1.a.) $7,000

3. Percentage of project budget represented by CDBG request 0.67%

4. If your project will require future funding, please provide information about how the program will be funded. ElderHelp maintains stable, diversified funding with the following 22 City of Santee – Application for CDBG Funding
percentage breakdowns: Foundation Grants: 45%; Government & Non-Gov't Contracts:
23%; Individual Contributions: 15%; Corporate Support: 7%; Events: 7%; and Client donations: 1%.
23 24
City of Santee -Application for CDBG Funding
Type of Project (check one): Public Service Activity 1)Q Public Improvement (Construction) □
Acquisition of property □
Other (describe)_[Click here to enter text]
Federal Unique Entity Identifier (UEI): DCWTFQJ3V5H8
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 95-2660509
California Entity ID: 0602451
Faith Based Organization:
□YES )tNo
Person completing application: Claudia Marville, Fundraising Coordinator FUNDING INFORMATION:

Amount Requested from Santee: $5,000
Total Project/Program Budget: $103,390.25
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain:

Yes, the project/program will still be carried out to the same degree regardless of the funding amount. Meal delivery to seniors is our main program and we do not rely on one funding source.

PROJECT\ACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? MOWSDC provides personally delivered meals to seniors on weekdays and Saturdays (Sunday meals delivered with Saturday meals), including select holidays. All meals are prepared according to USDA guidelines for senior nutrition. They are reduced in sugar, sodium, and fat., including vegetarian, easy-to-chew, renal-friendly, and gluten-friendly menu options. Every client served is provided with a minimum 60% subsidy for all services, and further subsidies are provided to those in greater financial need.
25 City of Santee -Application for CDBG Funding
The MOWSDC program addresses food insecurity, declining health, and social isolation.

As part of the "more than just a meal" service model, staff and volunteer drivers establish a trusting relationship with the seniors, which allows MOWSDC to monitor the quality of life and support seniors as they age at home. Volunteers and staff place electronic "wellness alerts" using their mobile devices. When a client's condition or health change is discovered, a wellness alert is placed via the mobile device and is received and documented by the Care Navigator team. Each MOWSDC service center has a designated Care Navigator responding to concerns that volunteers observe during delivery. They perform referrals to other services and provide hands-on assistance in managing seniors' well-being. Nutritious meals, social visits, and routine safety checks help address three of the biggest threats to successful aging: hunger, isolation, and loss of independence.

8. Briefly describe the purpose of the project, the population to be served, the area to be benefited and estimated number of Santee residents who would benefit from the project in the upcoming program year. Inclusion of the estimated number of Santee residents served is required.

The area to be served with this request is the entire City of Santee, including the City of Santee's LMI Census Tracts. The service population includes older adults 62+ who are homebound and fall within the extremely low- to moderate-income bracket established by the Department of Housing and Urban Development. In the last completed city of Santee CDBG program year (7/1/2024 - 6/30/2025), MOWSDC provided nutritious meals to 48 Santee seniors. Historically, the seniors served in the City of Santee by MOWSDC have the following characteristics: 68% fall within the extremely low-income bracket (<30% of AMI); 29% fall in the very low-income bracket (30-80% of AMI) and 0% fall in the moderate-income bracket (80-120% of AMI); 39% are female head of household; 14% are veterans; 39% live alone and 27% have disabilities.

For the City of Santee Program Year 25 - 26 (July 1, 2025 - June 30, 2026), MOWSDC is contracted to serve 73 unduplicated seniors in Santee. Per the Quarter 1 Report, MOWSDC had already served 33 unduplicated Santee seniors, putting MOWSDC at 45% of its goal. For the City of Santee's Program Year 26-27 (July 1, 2026 - June 30, 2027), MOWSDC will serve 50 unduplicated seniors in Santee, delivering up to two daily meals accompanied by a safety check and social visit. CDBG funding will provide food and packaging costs for 6,925 meals ($3.23 direct cost per meal), reducing the overall cost of each meal delivered. This will ensure a minimum subsidy of 60% of the total per meal delivered costs for every senior, and further subsidy will be offered to those who qualify.

C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).
26 City of Santee - Application for CDBG Funding
The MOWS DC East County Service Center at 1654 Pioneer Way in El Cajon services the City of Santee. Mr. Tim Ray directs the East County Service Center. (Please see details on his qualifications in Section F.) Daily meal deliveries are coordinated through a complex routing system to individual senior homes across the City of Santee using 537 volunteer delivery drivers coordinated by sixteen program staff. Fresh meals are produced for the program at the MOWSDC meal center and are packaged for delivery. Across the county, four service centers coordinate deliveries of hot and cold meal packages and beverages to 31 different drop-sites. Volunteer drivers collect individualized meals at these drop sites and cover 148-weekday routes and 34-weekend routes to senior residences - 2,000 daily personal meal deliveries. The City of Santee's program is a component of the countywide services. The activities will be carried out during the City of Santee's CDBG Program Year of 2026 -2027 (July 1, 2026, to June 30, 2027). MOWS DC delivers meals and corresponding services to homebound seniors for every day of the week (Sunday's meals are delivered on Saturday). MOWSDC is the only meal delivery program that delivers on weekends and on select holidays.

MOWSDC's project for the City of Santee meets CDBG Goal 2 by providing services to seniors considered extremely low- to moderate-income. One hundred percent of seniors in the City of Santee qualify for the HUD LMI income levels. Additionally, addressing the needs of vulnerable populations, including seniors and residents experiencing food insecurity, are considered a high priority, as stated by the City of Santee's 2025-2029 Consolidated Plan. MOWSDC's program supports improved health and safety for seniors and veterans while they age in place.

E. Agency/Nonprofit Organization Information:

Outline the background of your agency/nonprofit organization, including the length of time your agency has been in operation, the date of incorporation, the type of corporation and the type of services provided. If the request for funding is submitted as part of a collaborative application, please provide information for each member of the collaborative. If your organization has received CDBG funds from the City of Santee in the past, please note the number of years the organization has received CDBG funding.

MOWSDC was established in 1960 and incorporated as a 501(c)(3) in 1970. MOWSDC serves all of San Diego County, including the 3,049 square miles of rural and unincorporated areas. MOWSDC provides services to adults over 60 who are homebound due to age, illness, or disability. Care services include the delivery of up to two fresh meals a day, a social visit, a safety check, and care navigation with referrals to other social service providers if necessary. All services are subsidized for all seniors at 27 City of Santee -Application for CDBG Funding
60% and further subsidies are provided to those who qualify. MOWSDC has received CDBG funds from the City of Santee since 2009 (sixteen years).

F. Financial:

Describe your agency's fiscal management procedures including financial reporting, record keeping, accounting systems, payment procedures, and audit requirements. Describe how records are maintained to ensure the project benefits targeted groups.

MOWSDC has a fully staffed Finance Department and uses QuickBooks Premium for Nonprofits. Each grant is assigned a unique identifier, making it possible to track grant expenditures. MOWSDC also has an Accounting Policies and Procedures Manual that is updated regularly. MOWSDC uses QuickBooks for general ledger, accounts payable, and financial recordkeeping and reporting. The chart of accounts structure provides an adequate segregation and tracking of separate funding sources. All vendor invoices and other expenses are paid by check.

Contributions and grants are recorded and managed in Raisers Edge. Program fee billing and tracking are managed through SERVTracker, our clients service software. All clients must complete an intake interview with a MOWSDC Service Center employee. Information collected on the Intake Form is entered into the SERVTracker database. The intake form documents all demographic information, including address, age, gender, ethnic background, income level, and all other important information. The database is updated daily, and reports are run regularly to ensure data integrity. As a registered 501 (c)(3) non-profit, an independent auditor audits MOWSDC financial statement annually, and FORM 990 is filed annually with the Internal Revenue Service as required. Internal financial reports are also produced monthly by the Controller, issued to the Board Finance Committee for review, and presented quarterly to the full MOWSDC Board of Trustees.

G. Personnel:

Identify the staff administering/implementing this project and provide their experience in similar programs.

Mr. Ray, East County Director, has extensive management experience in the senior care field and hospitality industry. Mr. Ray was the Administrator at the Inn on the Boulevard Assisted Living for thirteen years. He holds a B.S. in Business Administration. Mr. Topper, Controller, has extensive non-profit experience, including as Director of Finance and Administration for the Northern Arizona University Foundation, a $43M privately funded endowment, Director of Finance and Controller for AmeriTribes, and an accounting manager with the Hotel Group.

Mr. Topper is a fully licenses CPA (AZ) and was a finalist for San Diego Business Journal CFO of the Year 2011. He holds a B.S. in Accountancy from Northern Arizona University.
28 City of Santee -Application for CDBG Funding
H. Conflict of Interest:

Please identify any member, officer, or employee of your organization who is an officer or employee of the City of Santee or a member of any of its boards, commissions, or committees or has any interest or holding which could be affected by any action taken in the execution of this application. Please also confirm that your organization has a Conflict of Interest policy in place, which all employees, officers, and members are required to adhere to.

No member, officer, or employee of our organization is an officer or employee of the City of Santee or a member of any of its board, commissions, or committees or has any conflict of interest or holding.

I. Policies and Procedures:

MOWSDC conducts a comprehensive intake of all the seniors it serves. All seniors fall under the PRESUMED BENEFIT category (HUD - adults over 62 are automatically considered low income). However, income level information is always collected along with other demographic information which includes, but is not limited to, ethnicity, race, household composition, gender, marital status and veteran status. All information is collected by staff during formal intake of client. All information is entered into the SERVTracker database, and a hard copy is kept at the Service Center site in a secured location.

BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed project/activity to Santee residents? (Please be specific such as direct services to a client's home, Santee location, transportation provided, etc.)
Access to this care is provided in the client's home in the City of Santee, without the need for seniors to negotiate outside their existing living area.

B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) __ 68_% of clients are at 30 percent or below of the area median income. 26 __ % of clients are between 31 and 50 percent of the area median income. 29 City of Santee -Application for CDBG Funding
___ .2_% of clients are between 51 and 80 percent of the area median income. __ 4 __ % of clients are above 80 percent of the area median income. [Click here to enter text]
C. Does your agency focus its activities on populations with special needs? □ No )¢! Yes (Please specify)
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
MOWSDC offers services to older adults 60+, caregivers, and disabled veterans.

MOWSDC primarily serves older adults who are low-income and often homebound due to age, illness, or disability. This project will be to serve seniors who are 62 years or older.

DOCUMENTATION
A. How will the recipients' information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
Clients are contacted initially by phone to collect financial and demographic information and services requested. An in-person interview is scheduled, and MOWSDC staff visits the senior in the home to complete in-home observations and needs assessment, finalize a planned delivery schedule, and initiate service. Upon intake, clients complete a selfverification form to verify income level based on household size, race, ethnicity, and female head of household status. When the MOWS DC staff members return to the office, the information is then entered into our electronic database called SERVTracker.

8. How will the outcomes be measured, collected, and documented? MOWSDC uses a sophisticated electronic database called SERVTracker to collect and report on client demographics, meal delivery, and safety/wellness information. In addition to an initial phone intake and in-person interview with MOWSDC staff, volunteers and staff who visit homes daily also have data input responsibilities. The MOWS DC mobile application, used by all volunteers and staff, allows for daily observations to be entered with regard to client living conditions (Change of Condition Alert). This data is electronically relayed back to the MOWSDC Care Navigators and Service Center Directors, who assess for needed responses. The Care Navigators contact the clients by phone or in person, depending on the urgency and risk level of the report. Responses may include initiating calls to family, social service agencies, emergency health responders, community groups who assist in home repairs, and other partner agencies.

Interventions are notated in each client alert file. The Service Center Directors, Executive 30 City of Santee - Application for CDBG Funding
Management, and Board of Trustees conduct ongoing performance evaluation and program reviews.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes

1. The applicant is incorporated as a Non-Profit organization and currently has X exempt status 501 (c)(3) of the IRS Code and 2370(d) of the California Code?

2. The applicant has maintained its California Tax-Exempt Non-Profit Corporation status by filing the appropriate documents:
a) IRS Form 990? X
b) California Franchise Tax Board Form 199? X
c) Articles of Incorporation organized under the Nonprofit Public Benefit X Corporation Law?
No
d) Date Articles of Incorporation files with Secretary of State? 07\07\1970

3. All necessary licenses required to operate are maintained? X

4. Worker's Compensation Insurance is active and current? X

5. General Liability Insurance is active and current? X Applicants are required to submit the documentation listed in items 2 and 3 above with their application.

Brent Wakefield, President and CEO
Type or Print Your Name and Title
31 City of Santee - Application for CDBG Funding
CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refers to non-match cash or in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate.

CDBG PROJECT BUDGET
Organization: Meals on Wheels San Diego County
Total organization budget $10,318,688
Program/Project name requesting funds: Senior Meal Delivery & Accompanying Services CDBG funds requested: $5,000.00 Total program/project budget: $103,390.25 Note: Indicate with an asterisk (*) funds that are volunteer time or in-kind contribution.

1. Sources of funding for program/project:
a. Funding requested from the City
b. Other federal funds (if any)
c. State or local government funds
d. Donations and contributions
e. Fees or memberships
f. In-kind contributions/ Volunteer time
g. Other funding
(S)Secured or (A)Anticipated
$5,000.00 (S) or®
(S) or (A)
(S) or (A)
--�$=6=2=,0�34.,__,_.-'-'15"-------(S) or@
---�$�4�1=.3=5=6 .'-'-1 =0 ·'------@or (A)
(S) or (A)
(S) or (A)
32 City of Santee -Application for CDBG Funding
h. TOTAL PROJECT FUNDING (project budget) $103,390.25

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries $ _________ _
b. Personnel benefits _________ _
c. Materials and supplies
d. Program expenses and evaluation
e. Rent and utilities
f. Insurance
g. Mileage (_@ 62.5 cents/mile)
h. Incentives and Special Events
i. Indirect costs
j. _Food and Packaging ___ _ _ __ $5,000.00 ______ _
k. ----------
I. TOTAL REQUESTED FUNDING (same as 1.a.) $5,000.00

3. Percentage of project budget represented by CDBG request 4.83% (S) or (A)

4. If your project will require future funding, please provide information about how the program will be funded.

Clients pay, on average, 40% of the actual meal cost, $6 per meal, equating to an estimated total of $41,356.10. Private donors will contribute the remaining $62,034.15 of this project through MOWSDC's robust charitable giving program. To ensure all programs are fundable from multiple sources, additional grant applications, corporate campaigns, and fundraising events are planned to meet any unexpected shortfall. 33 Community Development Block Grant (CDBG) Program

The application must not exceed a total of twenty (20) pages. The completed application must be submitted by 5:00 P.M. on Monday, January 12, 2026. Applications may be submitted either electronically to [email protected] or by mail to the City of Santee, Planning & Building Department, Attn: Brittany Gohres, at 10601 Magnolia Avenue, Santee, CA 92071.

Agency Name: Recovery & Beyond
Agency Address: 9894 N. Magnolia Ave Santee, CA 92071
Agency Type (non-profit, for-profit, public, etc.): non-profit Phone: 619) 433-8027 Fax: [Click here to enter text]
E-mail: [email protected]
Project/Program Contact Person (Name and Title): Keri Irwin- Founder and Director Project/Program Location: Santee, CA (Pilot program)
Phone: 619) 433-8027 Fax: [Click here to enter text]
E-mail: [email protected]
Type of Project (check one): Public Service Activity X ☒ Public Improvement (Construction) ☐
Acquisition of property ☐
Other (describe) [Click here to enter text]
34 City of Santee – Application for CDBG Funding
2 Federal Unique Entity Identifier (UEI): 125237208
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 99-4277756
California Entity ID: 5475770
Faith Based Organization:

YES NO XX
Person completing application: Candice Reed Grantwriter FUNDING INFORMATION:

Amount Requested from Santee: $ $25, 000
Total Project/Program Budget: $ $25,000
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain: Yes. the proposed project is designed as a small, time-limited pilot and is scalable. If awarded less than the requested amount, Recovery & Beyond would reduce the length of operation or the number of women served during the pilot period, while maintaining the core function of providing short-term, safe housing for women awaiting placement in residential treatment. The project would not expand beyond available resources, and all services would be delivered within the level of funding awarded.

PROJECT\ACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? The mission of Recovery & Beyond is to support men and women in early recovery by providing safe, stable, and supportive housing and referrals to treatment and recovery services. The organization is dedicated to helping individuals avoid homelessness and stabilize their lives while awaiting entry into residential substance use treatment programs.

The purpose of the proposed project is to operate a small pilot bridge housing program for men and women who are awaiting admission to residential substance use treatment and who would otherwise be at risk of homelessness or housing instability. The project will provide short-term, temporary housing in a safe and supportive environment while participants wait for placement in a licensed 35 City of Santee – Application for CDBG Funding
treatment program.

The population to be served includes low- and moderate-income adult men and women residing in or referred from the City of Santee who are experiencing housing instability while seeking entry into residential treatment. The project will benefit the City of Santee by helping prevent homelessness, supporting housing stability, and facilitating timely access to treatment services.

During the upcoming program year, Recovery & Beyond estimates that [500] Santee residents will benefit from the project. This estimate is based on short-term stays and participant turnover during the pilot period.

C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).

The proposed project will be carried out by Recovery & Beyond leadership and designated program staff. Recovery & Beyond will be responsible for coordinating housing operations, participant intake, basic oversight of the residence, and referrals to licensed residential treatment providers. The project will be implemented as a [six-month / nine-month] pilot during the program year. Housing services will be provided on a continuous, daily basis, with participants residing in the home on a short-term basis while awaiting placement in residential treatment.

Intake, housing coordination, and referrals will occur on an ongoing basis throughout the pilot period, based on participant need and treatment availability.

The proposed project meets the CDBG National Objective of benefiting low- and moderate-income persons by providing short-term, temporary housing for men and women who are experiencing housing instability while awaiting admission to residential substance use treatment. All participants served through the program will meet low- and moderate-income eligibility requirements. The project aligns with the City of Santee’s priorities by helping prevent homelessness, promoting housing stability, and supporting vulnerable residents who are at risk of losing stable housing due to limited treatment availability. By providing a safe and temporary housing option, the project helps reduce the risk of unsheltered homelessness and supports positive long-term outcomes for Santee residents.

The proposed activities qualify as an eligible CDBG activity under housing-related public services and homelessness prevention support. CDBG funds will be used exclusively for eligible housing-related operating expenses and will not be used for clinical treatment, employment training, or other ineligible activities.

E. Agency/Nonprofit Organization Information:

Outline the background of your agency/nonprofit organization, including the length of time your agency has been in operation, the date of incorporation, the type of 36 City of Santee – Application for CDBG Funding
corporation and the type of services provided. If the request for funding is submitted as part of a collaborative application, please provide information for each member of the collaborative. If your organization has received CDBG funds from the City of Santee in the past, please note the number of years the organization has received CDBG funding.

Recovery & Beyond is a nonprofit organization established to support men and women in early recovery by providing safe, stable housing and referrals to treatment and recovery services. The organization focuses on addressing housing instability during critical transition periods, particularly for individuals awaiting entry into residential treatment programs. Recovery & Beyond was incorporated on [date of incorporation] as a [California nonprofit public benefit corporation / 501(c)(3), if applicable]. The organization provides housing-focused support services, including short-term bridge housing and coordination with licensed treatment providers. This request is submitted by Recovery & Beyond as a single applicant and is not part of a collaborative application. Recovery & Beyond has not previously received CDBG funding from the City of Santee.

F. Financial:

Recovery & Beyond maintains fiscal management procedures designed to ensure responsible stewardship of public funds and compliance with all applicable CDBG requirements. Financial records are maintained using a basic accounting system that tracks revenues and expenses by funding sources and projects. All expenditures are documented with invoices, receipts, and payment records, and payments are made through standard banking procedures to ensure transparency and accountability. Financial reports are reviewed regularly by organizational leadership to monitor expenditures and ensure that costs remain within the approved budget. As a small nonprofit organization, Recovery & Beyond is not currently required to complete an annual independent audit; however, the organization maintains complete financial records and will comply with any reporting, documentation, or monitoring requirements established by the City of Santee for CDBG-funded projects. Participant records are maintained to document eligibility and service delivery. Income eligibility and residency information will be collected and retained to ensure that services benefit low- and moderate-income individuals and targeted CDBG-eligible populations, in accordance with CDBG record-keeping requirements.

G. Personnel:

Identify the staff administering/implementing this project and provide their experience in similar programs.
37 City of Santee – Application for CDBG Funding
The proposed project will be administered by Recovery & Beyond’s leadership and designated program staff. Organizational leadership has experience working with individuals in early recovery and coordinating housing support and referrals to residential treatment programs. Staff responsible for implementing the project will oversee participant intake, basic housing coordination, and referrals to licensed treatment providers. Recovery & Beyond leadership has prior experience supporting individuals experiencing housing instability and navigating transitions into treatment and recovery services. Additional support may be provided by volunteers or contracted assistance, as needed, to ensure safe and effective program operation.

H. Conflict of Interest:

Recovery & Beyond has reviewed this application and confirms that no member, officer, or employee of the organization is an officer or employee of the City of Santee, nor a member of any City of Santee boards, commissions, or committees.

Additionally, no member, officer, or employee of Recovery & Beyond has any financial or personal interest that would be affected by any action taken in the execution of this application. Recovery & Beyond has a Conflict-of-Interest policy in place, which is provided to and acknowledged by all officers, board members, and employees. All individuals associated with the organization are required to adhere to this policy to ensure ethical conduct and compliance with applicable regulations.

I. Policies and Procedures:

Recovery & Beyond has programmatic policies and procedures in place to ensure consistent service delivery, eligibility determination, and compliance with CDBG requirements. Program eligibility is determined based on established criteria related to housing instability and the need for temporary housing while awaiting admission to residential treatment. Income eligibility is verified and documented in accordance with CDBG low- and moderate-income requirements. Participant records are maintained to document eligibility, services provided, and program outcomes, and records are retained in accordance with applicable federal, state, and local record retention requirements. Financial documentation for reimbursement requests includes invoices, receipts, and payment records to 38 City of Santee – Application for CDBG Funding
support eligible project expenses. Procurement and contracting procedures are followed to ensure that goods and services are obtained in a responsible and transparent manner, consistent with organizational policies and applicable funding requirements.

BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed project/activity to Santee residents? (Please be specific such as direct services to a client’s home, Santee location, transportation provided, etc.)
The proposed project is designed to be accessible and convenient for Santee residents by providing housing-based services within or serving the City of Santee.

Participants will reside in the bridge housing location on a temporary basis while awaiting placement in residential treatment, eliminating transportation barriers associated with accessing services. Recovery & Beyond will prioritize referrals of Santee residents and coordinate intake directly with participants. Because services are housing-based, participants receive support where they live during the pilot period. Referrals to treatment providers will be coordinated by program staff, reducing the need for participants to navigate complex systems independently while experiencing housing instability.

B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) __60______% of clients are at 30 percent or below of the area median income. __25______% of clients are between 31 and 50 percent of the area median income.
__15______% of clients are between 51 and 80 percent of the area median income.
__0______% of clients are above 80 percent of the area median income. 60% of clients are at 30% or below of the Area Median Income25% of clients are between 31% and 50% of the Area Median Income15% of clients are between 51% and 80% of the Area Median Income0% of clients are above 80% of the Area Median Income C. Does your agency focus its activities on populations with special needs? No x Yes (Please specify)
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
Recovery & Beyond focuses its activities on men and women experiencing housing instability or homelessness who are awaiting admission to residential substance 39 City of Santee – Application for CDBG Funding
use treatment. The population served includes individuals with substance use disorders who are at risk of homelessness due to limited treatment availability.

Participants may also include individuals with co-occurring challenges related to income instability and lack of stable housing.

DOCUMENTATION
A. How will the recipients’ information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
Recipient information will be collected during program intake using standardized intake forms. Information collected will include household size, income, residency, and demographic data such as race and ethnicity, in accordance with CDBG reporting requirements. Income eligibility will be documented using selfcertification and/or third-party verification, as required, and residency will be verified through participant-provided documentation or referral records. All records will be maintained securely to ensure confidentiality while allowing for monitoring and reporting by the City of Santee, as required.

B. How will the outcomes be measured, collected, and documented? Program outcomes will be measured by tracking the number of individuals served, length of stay in the bridge housing program, and successful referrals to residential treatment. Data will be collected and documented through intake and exit records, referral documentation, and basic program tracking logs. Outcome data will be maintained in program files and summarized for reporting purposes to demonstrate program performance and compliance with CDBG requirements.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes No

1. The applicant is incorporated as a Non-Profit organization and currently has exempt status 501(c)(3) of the IRS Code and 2370(d) of the California Code? x

3. All necessary licenses required to operate are maintained? x

4. Worker’s Compensation Insurance is active and current? x 40 City of Santee – Application for CDBG Funding

5. General Liability Insurance is active and current? X Applicants are required to submit the documentation listed in items 2 and 3 above with their application.

APPLICANT CERTIFICATION
To the best of my knowledge and belief, the information contained in this application is true and correct; the document has been duly authorized by the governing body of the applicant; and the applicant will comply with all assurances, federal, state, and local laws, and regulations if funding is approved.
01/06.2026 __Candice R Reed
Grantwriter________________________________
Type or Print Your Name and Title Signature
CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refers to non-match cash or in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate.
41 City of Santee – Application for CDBG Funding

CDBG PROJECT BUDGET
Organization: ________ Recovery & Beyond
_________________________________________________________ Total organization budget $_____$100,000.00________________________ Program/Project name requesting funds: _____ Recovery & Beyond Bridge Housing Pilot Program ______________________________________
CDBG funds requested: $______$25,000.00____________ Total program/project budget:
$____25,000.00________ Note: Indicate with an asterisk (*) funds that are volunteer time or inkind contribution.

1. Sources of funding for program/project: (S)Secured or (A)Anticipated a. Funding requested from the City $_____0_______________ (S) or (A) b. Other federal funds (if any) _______-0______________ (S) or (A) c. State or local government funds _________0____________ (S) or (A) d. Donations and contributions __________0___________ (S) or (A) e. Fees or memberships ___________0__________ (S) or (A) f. In-kind contributions / Volunteer time ____________0_________ (S) or (A) g. Other funding _____________-________ (S) or (A)
h. TOTAL PROJECT FUNDING (project budget) $___25,000.00_________________ (S) or (A)

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries $______________________
b. Personnel benefits _______________________
c. Materials and supplies _____$3,000.00__________________ d. Program expenses and evaluation _$2,000.00______________________ e. Rent and utilities _$18,000.00______________________ f. Insurance __$2,000.00_____________________
g. Mileage (___ @ 62.5 cents/mile) _____0__________________ h. Incentives and Special Events ______0_________________ i. Indirect costs _______0________________
j. ________________________ _______________________
k. _______________________ _______________________
l. TOTAL REQUESTED FUNDING (same as 1.a.) $___25,000.00___________________

3. Percentage of project budget represented by CDBG request _____100________% 42 City of Santee – Application for CDBG Funding

4. If your project will require future funding, please provide information about how the program will be funded. The proposed project is designed as a small, time-limited pilot.

Future funding needs will be evaluated based on program outcomes, demonstrated community need, and available funding opportunities. Recovery & Beyond will explore additional public and private funding sources to support continuation or expansion of the program if the pilot is successful. No expansion will occur without identified and secured funding. The proposed project is designed as a small, time-limited pilot. Future funding needs will be evaluated based on program outcomes, demonstrated community need, and available funding opportunities. Recovery & Beyond will explore additional public and private funding sources to support continuation or expansion of the program if the pilot is successful. No expansion will occur without identified and secured funding.
43 44
City of Santee - Application for CDBG Funding
Federal Unique Entity Identifier (UEI): P8JASWGUMQ7
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 33-0498557
California Entity ID: 1810542
Faith Based Organization:

DYES [81 NOqqqert
Person completing application: Marty Smotherrnon
FUNDING INFORMATION:

Amount Requested from Santee: $ 35,000
Total Project/Program Budget: $80,000
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? The Santee Food Bank continues to rely on the generosity of the community as well as various grants and cash donations. The money received through CDBG funding provides a large percentage of our total operating expenses. Awarding a lesser amount would not lessen food distribution, but would likely decrease our financial reserves.

PROJECTIACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? The Santee Food Bank's sole purpose is to assist Santee residents by providing much needed food for families experiencing food insecurities.

Our purpose is to gather food from our local stores, sort, and prepare food for distribution to Santee residents in need. During the 2025 calendar year the Santee Food Bank served 16,931 individuals, an increase of 2,174 residents from the prior year. For 2026-27 we anticipate an increase of approximately 5%. 45 City of Santee -Application for CDBG Funding
C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).

Our dedicated volunteer staff gives upwards of 19,000 hours annually of their time. A team of three drivers use their personal vehicles to pick up donations from Santee businesses and deliver them to our facility six days a week. In addition, the board of directors' networks with the community, applies for grants, and provides oversight to the day-to-day operations. We are open every Wednesday, Friday, and Saturday from 8:00 am to 11:00 am. We also deliver food to 45-50 households of homebound individuals. This special monthly distribution is designed to help those who are no longer physically able to come to the food bank site.

The Santee Food Bank is registered as a non-profit 501(c3) organization. The food bank was established in 1983 and incorporated in 1990. Our agency partners with The San Diego Food Bank and Feeding San Diego, thus strengthening our common goal to alleviate hunger in our community
E. Agency/Nonprofit Organization Information:

Outline the background of your agency/nonprofit organization, incl�ding the length of time your agency has been in operation, the date of incorporation, the type of corporation and the type of services provided. If the request for funding is submitted as part of a collaborative application, please provide information for each member of the collaborative. If your organization has received CDBG funds from the City of Santee in the past, please note the number of years the organization has received CDBG funding.

Established in 1983 and incorporated in 1990, the Santee Food Bank has been distributing food to qualifying Santee residents on a monthly basis for 43 years.

We have been receiving CDBG funding since 2007, and the 19 years of funding have helped us to cover our operational costs such as utilities, rent, liability insurance and equipment maintenance/repair.

F. Financial:

The Santee Food Bank treasurer uses Quicken to keep accurate up-to-date financial records. A monthly financial report is provided to the Board for review and approval. The President, Treasurer, and Site Manager all have access to 46 City of Santee - Application for CDBG Funding
banking records, ensuring a check and balance system. Paper copies of all financial transactions are securely stored in the food bank office.

G. Personnel:

Identify the staff administering/implementing this project and provide their experience in similar programs.

President: Dennis Martins, Pastor Friends Christian Church; Secretary: Aimee Sandoval, retired teacher;
Treasurer: Donna Daum, retired actuary;
Marty Smothermon: Site Manager and Vice President, retired cost analyst and longtime board member.

H. Conflict of Interest:

There are no known conflicts of interest between ·any Santee Food Bank volunteers or the Santee Food Bank Board members with the City of Santee.

Board members sign a Conflict of Interest policy each year.

I. Policies and Procedures:

We use the secure Oasis system to maintain all client records. Client eligibility is determined in strict accordance with Community Development Block Grant (CDBG) requirements established by HUD. The Oasis system ensures accurate and confidential documentation of client information, while the treasurer oversees all reimbursement procedures in coordination with the City of Santee.

BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed project/activity to Santee residents? (Please be specific such as direct services to a client's home, Santee location, transportation provided, etc.)
The Food Bank is open every Wednesday, Friday, and Saturday from 8:00 am to 11 :00 am to any eligible Santee resident We also deliver food to approximately 45-50 residents/families who live in Santee mobile home parks and are unable to 47 City of Santee - Application for CDBG Funding
come in person to our facility.

B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) __ 85 _____ % of clients are at 30 percent or below of the area median income. __ 10 ______ % of clients are between 31 and 50 percent of the area median income. =5 ___ % of clients are between 51 and 80 percent of the area median income. __o___ o/o of clients are above 80 percent of the area median income.

C. Does your agency focus its activities on populations with special needs? [2J No D Yes (Please specify)
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
The Santee Food Bank provides food to all Santee residents who look to us for assistance with their food budgets. Our clientele includes the homeless, disabled, seniors, as well as veterans who are in need of food.

DOCUMENTATION
A. How will the recipients' information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
Clients are required to provide an intake form that self-reports race, ethnicity, income, household size, residency. Proof of income or SSID is also collected to establish they meet eligibility criteria.

B. How will the outcomes be measured, collected, and documented? The Oasis system is utilized for record keeping allowing for the tracking and reporting of required recipient information totals for each category listed. Oasis also automatically tallies the data providing the required statistics.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes No
48 City of Santee - Application for CDBG Funding

1. The applicant is incorporated as a Non-Profit organization and currently has exempt status 501 (c)(3) of the IRS Code and 2370(d) of the California Code? V

2. The applicant has maintained its California Tax-Exempt Non-Profit V Corporation status by filing the appropriate documents:
a) IRS Form 990? V
b) California Franchise Tax Board Form 199? V
c) Articles of Incorporation organized under the Nonprofit Public Benefit V Corporation Law? d) Date Articles of Incorporation files with Secretary of State? 11/06/1991

3. All necessary licenses required to operate are maintained? NIA

4. Worker's Compensation Insurance is active and current? NIA

5. General Liability Insurance is active and current? V Applicants are required to submit the documentation listed in items 2 and 3 above with their application.

Marty Smotherrnon Site Manager
Type or Print Your Name and Title
CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refers to non-match cash or _in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate.
49 City of Santee - Application for CDBG Funding

CDBG PROJECT BUDGET
Organization: Santee Food Bank
Total organization budget $ __ 8 __ 0..._,0 __ 0 __ 0 ___________ _ Program/Project name requesting funds: .... S..... a ..... nt __ e ___ e ___ F __ o __ o __ d--=B--a __ n __ k __________ _ CDBG funds requested:$ 35,000 Total program/project budget: $ __ 80_.,_,_00=0--__ Note: Indicate with an asterisk (*) funds that are volunteer time or in-kind contribution.

1. Sources of funding for program/project: {$)Secured or (A)Anticipated a. Funding requested from the City $35,000
b. Other federal funds (if any) $0
c. State or local government funds $0
d. Donations and contributions $45,000
e. Fees or memberships $0
f. In-kind contributions / Volunteer time $0
g. Other funding $0
h. TOTAL PROJECT FUNDING (project budget) $80,000

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries $ ___ 0 _______ _
b. Personnel benefits $ ------------ 0
c. Materials and supplies
d. Program expenses and evaluation
e. Rent and utilities
f. Insurance
g. Mileage l_@ 62.5 cents/mile)
h. Incentives and Special Events
i. Indirect costs
j. ---------
k. ---------
$�0 _______ _
$ __ 0 _______ _
$22,000
$13,000
$ __ 0 _______ _
$_0 _______ _
$ __ 0 _______ _
I. TOTAL REQUESTED FUNDING (same as 1.a.) $=35...,,_,_00=0 ________ _ (S) o@
(S) or (A)
(S) or (A)
(S) o@
(S) or (A)
(S) or (A)
(S) or (A)
(S) or (A)

3. Percentage of project budget represented by CDBG request ......... 44----%

4. If your project will require future funding, please provide information about how the program will be funded. [Click here to The enter text]
50 City of Santee - Application for CDBG Funding
In order to continue operations, the Sante Food Bank depends on CDBG funding as well as the generosity of our community ..
51 Community Development Block Grant (CDBG) Program

Potential applicants who have questions about the CDBG program may contact Brittany Gohres by email at [email protected] or by telephone at (619) 258-4100 ext. 221. The deadline to submit questions is 5:00 pm (PST) on December 19, 2025. Please note that the Santee City Hall will be closed from Wednesday, December 24, 2025 through Friday, January 2, 2026. Additionally, information about the CDBG program for subrecipients (applicants) may be found on HUD Exchange website at https://www.hudexchange.info/resource/687/playing-by-the-rules-a-handbook-for-cdbgsubrecipients-on-administrative-systems/ GENERAL INFORMATION: Date: 1/5/2026
Agency Name: Santee Santas Foundation, Inc
Agency Address: PO Box 710033, Santee 92072
Agency Type (non-profit, for-profit, public, etc.): Non-profit Phone: 619.258.5947 Fax: [Click here to enter text]
E-mail: [email protected]
Project/Program Contact Person (Name and Title): Tonya V. Hendrix, President Project/Program Location: Santee Santas depends on the donation of empty retail space for the months of November and December
Phone: 619.301.0745 Fax: [Click here to enter text]
E-mail: [email protected]
Type of Project (check one): Public Service Activity ☒
Public Improvement (Construction) ☐
Acquisition of property ☐
Other (describe) [Click here to enter text]
52 City of Santee – Application for CDBG Funding
Federal Unique Entity Identifier (UEI): EKYGB7FP2A84
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 33-0199582
California Entity ID: 1570919
Faith Based Organization:

YES NO
Person completing application: Tonya V. Hendrix
FUNDING INFORMATION:

Amount Requested from Santee: $ 5,000
Total Project/Program Budget: $ [Click here to enter text] Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain: Yes, our program is scalable. The amount of food, the number of toys and the amount on gift cards given to the families/children can be modified to match the budget.

PROJECT\ACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? Santee Santas is an all-volunteer organization working together to deliver the holiday spirit throughout the Santee community by providing non-perishable foods to supplement their pantry for the two-week holiday break. The foods provided include pancake mix, soups, fruits, vegetables, peanut butter, jelly, pasta and sauce etc. Families are also given a gift card for one of the grocery stores in the Santee community to purchase fresh food such as milk, butter, and meat. In addition, all children receive wrapped holiday gifts, including age-appropriate books and family games.

Over the past two years Santee Santas has served an average of 201 families 702 people and 378 children. We also distributed 200 poinsettias to Santee seniors. In the 2026 Holiday Program we expected to serve approximately 200 families. 720 people and 350 children.
53 City of Santee – Application for CDBG Funding
C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).

There are ten (10) board members, two (3) committee volunteers and approximately 250 community volunteers. The activities of the program are managed by the Santee Santas Foundation Board of Directors and Committee Volunteers. Community volunteers collect, sort, box and distribute food. They also assist in selecting, wrapping, boxing and distributing toys, books, and games. The program’s activities begin in October with soliciting donations from businesses and individuals through our business mailer. A group of volunteers wrap toy donation collection boxes and distribute them to local businesses.

Applications are collected online. Applications are open from mid-October through midNovember. Board members review and approve or deny applicants according to HUD income standards. Food purchasing, sorting, boxing and distribution as well as toy collection, wrapping, boxing and distribution occur in December. Delivery occurs prior to December 25 and is also carried out by community volunteers. Seniors receive specialized foods with consideration for their medical conditions. Poinsettias are delivered to individuals residing in senior mobile home parks. Santee Santas also provides emergency funds for persons suffering loss or displacement due to fire.

The Santee Santas Holiday Program is eligible for consideration based on the National Objective to Benefit low-income and moderate-income (LMI) persons, as well as the City of Santee priority to improving quality of life for seniors and other persons with special needs, including housing and associated supportive services.

E. Agency/Nonprofit Organization Information:

Santee Santas was founded in 1953 and incorporated on November 6, 1990, as “Santee Santas Foundation, Inc”. Santee Santas is a charitable organization and is tax exempt under section 501 (C)(3) of the Internal Revenue Code as documented in the Department of Treasury letter of July 20, 1995. The tax identification number is 33-0199582. Santee Santas provides services to men, women and children of low-income to moderateincome. All services are offered to any member of the Santee community who meets the eligibility guidelines for services requested. Santee Santas Foundation has been receiving CDBG funding since approximately 2009, although we did not apply for the 2022 grant year as our organization had received an exceptionally large amount in business and individual donations during the 2021 season.
54 City of Santee – Application for CDBG Funding
F. Financial:

Santee Santas is organized and operated entirely by volunteers. There are no paid staff.

The treasurer is a member of the Santee Santas Board of Directors. Standard accounting practices are followed using a fiscal year of April 1st to March31st.Expenses must be approved in an annual budget or approved by a majority vote of the Santee Santas Board of Directors. All expenses are in support of the mission of the Santee Santas Foundation and are in accordance with the by-laws. Receipts are required and maintained for all expenditures. The account is reconciled each month with the bank statement. A financial report is presented by the treasurer at each regular meeting of the Foundation. The annual report and the annual budget are posted on the Santee Santas Foundation website each year
G. Personnel:

Identify the staff administering/implementing this project and provide their experience in similar programs.

Tonya V. Hendrix, President (March 2019)
Board member since 2012; Secretary 2012-2019; Volunteer Coordinator, Toy Coordinator, Delivery Day Team, Senior Outreach Coordinator Santee School District Teacher (retired)
Linda Vail, Treasurer (February 2016)
Board member since 2016; Communications, Assistant Toy Coordinator, Delivery Day Team, Senior Outreach Volunteer, Applications Administrator Santee School District Administrative Secretary (retired) Santee School District Foundation Board Member (15 years) Santee School District Independent Citizens Oversight Committee Member Hailey Conyer (April 2023)
Board member since April 2023, Donation Collection Box Coordinator, Food Volunteer, Delivery Day Volunteer
Channing Dawson, Member (October 2018)
Board member since 2018; Fire Department/Board Liaison, Delivery Day Team-Woodglen Vista
City of Santee Fire Department
55 City of Santee – Application for CDBG Funding
Heather Dennis (April 2024)
Board Member since April 2024, Toy Volunteer, Senior Poinsettia Program Coordinator, Delivery Day Team- Assistant Woodglen Vista San Diego Unified School District – Teacher
Peter Diehl, Member (April 2025)
Board member since April 2025, Assistant Delivery Day Team-Woodglen Vista COMPOC/City of Santee Member/Citizen at Large
Santee Community Foundation Board Member
Cuyamaca Woods Fire Safe Council Member
Miramar Unit of Young Marines Parent Support Group Coordinator Law Office of Anthony P. Diehl-Practice Manager
Kelly Disbrow Vice President (April 2024)
Board member since April 2023, Facilities Coordinator, Toy Program Assistant Coordinator
Lionel's Legacy - Foster coordinator
Girl Scouts Troop – Cookie manager
Teacher Assistant Charter school
Terry Johnson, Member (October 2020)
Board member since 2020; Book Coordinator; Toy Program Assistant Coordinator, Senior Outreach Assistant Coordinator, Coordinator Funding through Grants, Facilities Coordinator, Delivery Day Team CoordinatorWoodglen Vista Santee School District Foundation - VP, fundraising
Shriners (45 yrs.) fundraising, planning events, working on committees Santee School District Teacher (retired)
Sarah Kirk, Member (April 2024)
Board member since 2024; Secretary, Hospitality Chair, Food Program Coordinator
Mira Costa College – Professor
Ginger Owens, Member, (March 2020)
Board member since 2020; Toy Volunteer, Social Media Coordinator, Assistant Food Program, Delivery Day Team
ARC East County Board Member and President
ARC San Diego Executive Board Member
Graphic Designer (retired)
Stacy Workman, Member (April 2025)
Board member since 2025; Toy Program Assistant Coordinator City of San Diego-Code Compliance Supervisor (retired)
56 City of Santee – Application for CDBG Funding
H. Conflict of Interest:

Please identify any member, officer, or employee of your organization who is an officer or employee of the City of Santee or a member of any of its boards, commissions, or committees or has any interest or holding which could be affected by any action taken in the execution of this application. Please also confirm that your organization has a Conflict-of-Interest policy in place, which all employees, officers, and members are required to adhere to.

Santee Santas adopted a Conflict of Interest policy in our regular business meeting on October 9, 2025
Channing Dawson is a Santee Firefighter and is the only member of the Santee Santas Foundation Board that could be affected by the execution of this application Policies and Procedures:

Santee Santas Policies and Procedures: Eligibility and Required Documentation Eligibility Checklist
• Live within the Santee School District boundaries
• Meet the “very low” or “extremely low” income limits as indicated by the FY CDBG guidelines
• Do not receive holiday assistance from any other agency or program Required Documents
Identification
• Valid government-issued photo ID for each adult, showing the current address Proof of Residency
• Rental agreement or mortgage statement
• Valid HUD statement listing all people living in the home Child Documentation
• Current year report card, progress report, or attendance report for each schoolage child • Birth certificates for all children under school age
57 City of Santee – Application for CDBG Funding
Proof of Income
• Photocopies for earned wages
• SSI
• Self-employment wages
• Unemployment
• Disability/workers compensation
• CalWORKs/CalFresh
• Foster care
• Child support and/or alimony
• Pell grants or other grants for college attendance
Document Handling and Record Keeping
All submitted documentation is kept for seven (7) years. As of 2023, application processing is managed by a third-party administrator to ensure document security and facilitate easy retrieval. Records are reviewed and maintained through monthly meetings and recorded minutes.

Financial records are managed using QuickBooks. Reimbursements to board members or activity chairs are provided upon submission of original receipts and with board approval.

BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed project/activity to Santee residents? (Please be specific such as direct services to a client’s home, Santee location, transportation provided, etc.)
The application is online at the Santee Santas Foundation, Inc website. Paper applications are distributed at low-income senior residential complexes. Banners announcing the opening of applications are placed at all local schools and on Cuyamaca Street. Notices are dispersed through Santee Schools, on the Santee Santas website and through social media. Recipients of the program receive food, toys and gift cards delivered to their homes prior to December 25. These are delivered by community volunteers or board members.
58 City of Santee – Application for CDBG Funding
B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) _____76% of clients are at 30 percent or below of the area median income. _____24% of clients are between 31 and 50 percent of the area median income. ________% of clients are between 51 and 80 percent of the area median income. ________% of clients are above 80 percent of the area median income.

C. Does your agency focus its activities on populations with special needs? No Yes (Please specify)
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
[Click here to enter text]

DOCUMENTATION
A. How will the recipients’ information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
Applicants are required to submit documentation verifying the identity of all household members, as well as proof of qualifying income. Acceptable documentation includes evidence of earned wages, SSI, self-employment income, unemployment benefits, disability or workers' compensation, CalWORKs/CalFresh support, foster care payments, child support, alimony, and educational grants such as Pell Grants.

Photocopies of the following may be submitted as proof:
• Recent paycheck stubs (for either the most recent month or last two weeks) • Current CalWORKs/CalFresh Notice of Action, Foster Care, or AFDC documentation
• Recent HUD statements
• Unemployment, State Disability, or Workers' Compensation check stubs • Bank statements showing deposited income
• Statements confirming other sources of income (SSI, Child Support, Selfemployment, etc.) • Documentation for any Pell Grant or other college-related grant Applications must be completed online through the Santee Santas Foundation, Inc website. Seniors residing in low-income senior residential complexes have the option to submit paper applications distributed by Santee Santas. 59 City of Santee – Application for CDBG Funding
B. How will the outcomes be measured, collected, and documented? Applications are reviewed and approved or denied by a board member. All families must meet income levels as defined by HUD income levels of Very low or extremely low (distributed by the City of Santee) The Information is added to a spreadsheet which is used to provide a specific amount of food and the number of children (ages 0-17 years) that will receive toys, or gift cards.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes No

1. The applicant is incorporated as a Non-Profit organization and currently has exempt status 501(c)(3) of the IRS Code and 2370(d) of the California Code? X

2. The applicant has maintained its California Tax-Exempt Non-Profit Corporation status by filing the appropriate documents:

X
a) IRS Form 990? X
b) California Franchise Tax Board Form 199? X
c) Articles of Incorporation organized under the Nonprofit Public Benefit Corporation Law?
X
d) Date Articles of Incorporation files with Secretary of State? 11/06/1990

3. All necessary licenses required to operate are maintained? X

4. Worker’s Compensation Insurance is active and current? X

5. General Liability Insurance is active and current? X Applicants are required to submit the documentation listed in items 2 and 3 above with their application.

Tonya V. Hendrix, President __________________________________ Type or Print Your Name and Title Signature
60 City of Santee – Application for CDBG Funding
CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refer to non-match cash or in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate.
61 City of Santee – Application for CDBG Funding

CDBG PROJECT BUDGET
Organization: Santee Santas Foundation, Inc.

Total organization budget $ 79,475
Program/Project name requesting funds: Santee Santas Holiday Program CDBG funds requested: $5000 Total program/project budget: $ 72,850 Note: Indicate with an asterisk (*) funds that are volunteer time or in-kind contribution.

1. Sources of funding for program/project: (S)Secured or (A)Anticipated a. Funding requested from the City $5000 (S) or (A)
b. Other federal funds (if any) _____________________ (S) or (A) c. State or local government funds _____________________ (S) or (A) d. Donations and contributions $30,975 (S) or (A)
e. Fees or memberships _____________________ (S) or (A) f. In-kind contributions / Volunteer time $25,500 (S) or (A) g. Other funding (Business mailer) $18,000 (S) or (A)
h. TOTAL PROJECT FUNDING (project budget) $____________________ (S) or (A)

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries $______________________
b. Personnel benefits _______________________
c. Materials and supplies _______________________
d. Program expenses and evaluation _______________________ e. Rent and utilities _______________________
f. Insurance _______________________
g. Mileage (___ @ 62.5 cents/mile) _______________________ h. Incentives and Special Events _______________________ i. Indirect costs _______________________
j. ________________________ _______________________
k. _______________________ _______________________
l. TOTAL REQUESTED FUNDING (same as 1.a.) $______________________

3. Percentage of project budget represented by CDBG request _____________%

4. If your project will require future funding, please provide information about how the program will be funded.
62 City of Santee – Application for CDBG Funding
The Santee Santas annual budget is entirely dependent on anticipated donations, which may vary from year to year. The organization secures financial and in-kind support through multiple channels, including grant applications to corporations and organizations such as Smart and Final, Walmart, Target, Shriners, Sycuan, and other local businesses. In addition, business mailers are distributed to local companies to solicit contributions, personal donations are accepted via the organization’s website, and donation boxes for toy collections are placed at businesses across the city.

Furthermore, the Santee School District conducts an annual grocery store gift card drive in support of the program, with adjustments made according to actual revenue received. 63 Community Development Block Grant (CDBG) Program

Potential applicants who have questions about the CDBG program may contact Brittany Gohres by email at [email protected] or by telephone at (619) 258-4100 ext. 221. The deadline to submit questions is 5:00 pm (PST) on December 19, 2025. Please note that the Santee City Hall will be closed from Wednesday, December 24, 2025 through Friday, January 2, 2026. Additionally, information about the CDBG program for subrecipients (applicants) may be found on HUD Exchange website at https://www.hudexchange.info/resource/687/playing-by-therules-a-handbook-for-cdbg-subrecipients-on-administrative-systems/ GENERAL INFORMATION: Date: 1/5/2026
Agency Name: Voices for Children
Agency Address: 2851 Meadow Lark Drive, San Diego, CA 92123-2709 Agency Type: Non-profit
Phone: 858-569-2019
Fax: 858-569-7151
E-mail: [email protected]
Project/Program Contact Person: Rebecca Rader, Chief Philanthropy Officer Project/Program Location: San Diego County
Phone: 858-610-5665
Fax: 858-569-7151
E-mail: [email protected]
Type of Project: Public Service Activity ☒
Public Improvement (Construction) ☐
Acquisition of property ☐
Other (describe) [Click here to enter text]
Federal Unique Entity Identifier (UEI): F3UKH7PKL3G5
Federal Tax ID: 95-3786047
California Entity ID: 1155526
64 City of Santee – Application for CDBG Funding
Faith Based Organization:

YES NO
Person completing application: Karynne Anderson
FUNDING INFORMATION:

Amount Requested from Santee: $ 10,000
Total Project/Program Budget: $6,655,000
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain:

The Court Appointed Special Advocate (CASA) program is scalable. The organizational cost of providing a child in foster care with one year of advocacy is approximately $2,500. This means that the City of Santee directly provides life‑changing support for one of its own children for every $2,500 invested.

Please complete Page 5 (CDBG Project Budget) itemizing revenues and expenses (sources and amounts) for the proposed project or activity in which CDBG funds would be used.

Indicate how the requested CDBG funds would relate to the overall proposed budget.

PROJECT\ACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? Voices for Children’s mission is to transform the lives of abused, abandoned, or neglected children by providing them with trained, volunteer Court Appointed Special Advocates (CASAs) who advocate for their best interests throughout their involvement in the foster care system. These volunteers offer consistent support, help ensure that each child’s needs are recognized, and provide critical advocacy in court and in the community, contributing to improved safety, stability, and long‑term well‑being for every child served. CASA advocacy increases stability, strengthens educational engagement, and ensures a child never faces the system alone.

The purpose of the CASA Program is to ensure that children in foster care receive the consistent, individualized support they need as they heal from the trauma of abuse and neglect and confront the challenges inherent in involvement with the child welfare system. CASA volunteers advocate for each child’s best interests, helping identify their educational, health, housing, and safety needs and elevating those needs in court and in the community. This advocacy fills a critical gap for children who have experienced trauma and instability and who often lack a reliable adult voice speaking on their behalf.

The program serves children ages 0–21 living in foster care in San Diego County, a population that includes youth from diverse racial and ethnic backgrounds and those disproportionately 65 City of Santee – Application for CDBG Funding
affected by trauma, system‑involvement, and disrupted family relationships. In 2026, approximately 2,500 San Diego children will spend time in foster care, including an estimated 35 from Santee.

Last year, VFC provided advocacy to 1,632 children through CASA volunteers (1,206) and staff advocates (426). These children experience trauma and instability due to abuse, neglect, and separation from family and community. Frequent placement and school changes, combined with systemic challenges like high caseloads and workforce turnover, make individualized care difficult. Without intervention, children in foster care face significantly higher risks of mental health challenges, educational setbacks, homelessness, and involvement with the justice system.

Support from the City of Santee through the CDBG Program enables VFC to provide trained CASA volunteers for four Santee children, ensuring they receive dedicated advocacy that promotes greater stability, safety, and long‑term well‑being during a challenging period in their lives. This investment not only strengthens outcomes for individual children but also contributes to the broader well‑being of the Santee community by supporting its most vulnerable youth when they need it most.

C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).

The activities funded by this grant will be carried out through VFC’s CASA Program. Community volunteers, known as CASAs, serve as trained advocates for children in foster care under the supervision and guidance of VFC staff members known as Advocacy Supervisors. All CASA activities supported by this funding will occur between July 1, 2026, and June 30, 2027.

All CASA volunteers complete VFC’s 35‑hour Advocate University training before being assigned to a child and commit to serving for at least one year. CASAs spend approximately 10 hours per month on their cases and engage in monthly in‑person visits with the children they serve. They also meet with caregivers, family members, teachers, healthcare providers, and child welfare professionals to gain a comprehensive understanding of each child's circumstances.

CASA volunteers accompany children to court twice per year and submit written reports that provide case updates and identify the children’s specific needs. These reports are essential tools that judges rely on when making decisions related to housing, education, health care, family connections, and other aspects of the child’s well‑being. Most CASAs continue advocating for their assigned child beyond the required one‑year commitment.

Each child’s advocacy needs vary depending on their age, circumstances, and the length of time they remain in foster care. Despite these differences, every child in the CASA Program receives three core components of service:

1. A consistent relationship with a trained CASA volunteer through regular visits and community outings.

2. The CASA volunteer’s presence and advocacy at court hearings, child welfare meetings, and school meetings.

3. Comprehensive written court reports submitted at regularly scheduled hearings, typically every six months.

Advocacy Supervisors, each overseeing 40–50 volunteers, provide ongoing case oversight and support. They serve as the day‑to‑day resource for volunteers, provide guidance on the foster care system, assist in locating community resources, and accompany CASAs to court hearings, school meetings, and child welfare meetings as needed. Advocacy Supervisors also maintain a 66 City of Santee – Application for CDBG Funding
24‑hour, year‑round phone line that volunteers may access in emergencies, ensuring continuity and support at all times.

The CASA Program meets the CDBG National Objective of benefiting low and moderate income (LMI) persons, as VFC exclusively serves children who have experienced abuse or neglect and are under the jurisdiction of the Juvenile Court, children who are presumed by HUD to be LMI individuals.

The program also aligns directly with the City of Santee’s priorities for CDBG funded activities, particularly the priority to provide essential public services that improve the quality of life for residents and support vulnerable and special needs populations. Children in foster care represent a uniquely at-risk population with elevated vulnerability to long term instability, including future homelessness, disrupted education, barriers to healthcare, and justice system involvement. By delivering consistent, individualized advocacy, the CASA Program helps mitigate these risks and supports Santee’s efforts to strengthen stability and wellbeing among its most vulnerable youth.

Each year, approximately 2,500 children spend time in the San Diego County foster care system.

Many have experienced trauma, removal from family, and placement instability. These stressors are compounded by the foster care system’s limited capacity to meet individualized needs. The CASA Program directly addresses this gap by ensuring that each assigned child has a trained advocate who identifies and elevates their educational, physical and mental health, housing, and safety needs in court, in schools, and in the community.

Research shows that stable, positive adult relationships are a key protective factor for youth who have experienced trauma. CASA volunteers provide this essential support by forming consistent, long-term relationships with the children they serve and ensuring that no critical need goes overlooked. This directly advances Santee’s priority of supporting public services that promote safety, stability, and improved outcomes for vulnerable residents.

As the only organization designated by the San Diego Superior Court to provide CASA services in San Diego County, VFC fulfills an essential and unduplicated public service that directly benefits Santee children in foster care. Through CDBG investment, Santee ensures that its most vulnerable youth receive high quality advocacy that promotes long-term stability and strengthens the well-being of the community.

E. Agency/Nonprofit Organization Information:

If your organization has received CDBG funds from the City of Santee in the past, please note the number of years the organization has received CDBG funding.

VFC is an independent nonprofit organization that has been in continuous operation since 1980 and was incorporated on December 1, 1982. The organization was founded to mitigate the devastating effects of child abuse, neglect, and long‑term foster care by implementing a 67 City of Santee – Application for CDBG Funding
volunteer‑based advocacy model in which trained CASAs work to improve outcomes for children in the foster care system. Over the past 46 years, VFC and its volunteers have served thousands of children throughout San Diego County, including at least 133 children from the City of Santee who have received CASA services since 2014.

VFC is grateful to have received six consecutive years of CDBG funding from the City of Santee, support that has directly strengthened our capacity to provide high‑quality advocacy for Santee youth in foster care. Thus far in FY 2025–26, VFC has already provided CASA or staff advocacy services to 16 Santee children.

VFC’s primary program is the CASA Program, which is the focus of this grant request. In addition to the CASA Program, VFC operates two complementary programs that ensure all youth involved in the child welfare are assessed and supported appropriately:

1. Advocacy Liaison Program: Advocacy Liaisons are VFC staff advocates who work closely with each of San Diego County’s five Juvenile Courtrooms. They assess and monitor every case heard in dependency court, provide direct advocacy services for approximately 300 children annually, and support CASA volunteers during hearings. In FY 2024–25, VFC served 426 children through this program.

2. Juvenile Justice CASA Program: The Juvenile Justice CASA program provides CASA volunteers to youth involved with or at risk for involvement with the juvenile justice system.

Eight years ago, then San Diego County Presiding Juvenile Court Judge Carolyn Caietti, Juvenile Probation Division Chief Margie de Leon, and the heads of the Juvenile District Attorney and Juvenile Public Defender’s offices approached VFC because they recognized that justice-involved youth share many characteristics with children in foster care, including a history of trauma. They requested that we expand our CASA program to serve nonviolent juvenile offenders. VFC piloted the Juvenile Justice CASA program in 2018. Today, the Juvenile Justice CASA program serves dozens of youth each year. In FY2024–25, the Juvenile Justice CASA program served 61 youth.

As part of the Juvenile Justice CASA program, VFC is actively involved with the RISE (Resiliency Is Strength and Empowerment) Court, a specialty juvenile court for youth with a history of or risk for commercial sexual exploitation. A VFC staff member attends every session of RISE Court, taking notes on cases, helping CASA volunteers, and accepting referrals to VFC’s Juvenile Justice CASA program. More than 50 CASA volunteers have advocated for youth whose cases have been overseen by the RISE Court since 2017, including at least 10 in the past year. In addition, a VFC staff member also attends every session of San Diego County’s Dual Status Youth Court, a specialized court designed to address the unique needs of youth who are involved in both the child welfare and juvenile justice systems.

F. Financial: Describe your agency’s fiscal management procedures including financial reporting, record keeping, accounting systems, payment procedures, and audit requirements. Describe how records are maintained to ensure the project benefits targeted groups.

Each year, an independent CPA firm conducts a full audit of VFC, reviewing the organization’s policies related to personnel, financial reporting, record keeping, internal controls, accounting systems, and payment procedures. VFC uses the Finance Edge accounting system to track all expenditures and ensure that grant funds are used exclusively for approved activities benefiting 68 City of Santee – Application for CDBG Funding
the target population. After eligible expenses are recorded, VFC invoices the grantor to document that funds were spent appropriately on project beneficiaries.

Program and client information is maintained in CASA Manager, VFC’s internal database, where case activity, outcomes, and funding sources are tracked to ensure that services supported by CDBG funds directly benefit the intended group. The 27‑member Board of Directors provides governance and oversight to ensure adherence to all fiscal and operational policies.

G. Personnel: Identify the staff administering/implementing this project and provide their experience in similar programs.

Stephen Moore, Chief Program Officer, will be responsible for administering and overseeing this project if it is awarded. Mr. Moore has been integral to the development and management of the CASA Program team since joining VFC in 2008 as an Advocacy Supervisor. Over the past 18 years, he has held multiple positions of increasing responsibility, providing him with deep institutional knowledge of VFC’s programs, operations, and service delivery model.

Mr. Moore also serves on the San Diego County Child and Family Strengthening Advisory Board and acts as an important liaison between VFC and the San Diego Superior Court, dependency judges, child welfare professionals, and partner organizations throughout the region. He has served as the programmatic lead for each of VFC’s previous CDBG grant awards and has successfully stewarded all awards to meet or exceed project goals.

Mr. Moore holds a bachelor’s degree in Criminal Justice from San Diego State University, further supporting his expertise in supervising CASA advocacy efforts for children in foster care.

H. Conflict of Interest: Please identify any member, officer, or employee of your organization who is an officer or employee of the City of Santee or a member of any of its boards, commissions, or committees or has any interest or holding which could be affected by any action taken in the execution of this application. Please also confirm that your organization has a Conflict of Interest policy in place, which all employees, officers, and members are required to adhere to.

No member, officer, or employee of VFC is an officer or employee of the City of Santee, nor does any individual serve on a City of Santee board, commission, or committee. Additionally, no member, officer, or employee of VFC holds any interest or position that could be affected by actions taken in connection with this application.

I. Policies and Procedures: Your organization must have programmatic Policies and Procedures in place for the program you are applying for. Please describe the policies and procedures your organization has in place for determining program eligibility, income eligibility, record keeping\retention, reimbursement requests and procurement/contracting.

VFC maintains strong programmatic and fiscal policies to ensure that all services funded through the CDBG Program are delivered effectively, documented accurately, and directed to the appropriate population.
69 City of Santee – Application for CDBG Funding
Program Eligibility and Intake: VFC exclusively serves youth who have experienced abuse or neglect and are under the jurisdiction of the San Diego County Juvenile Court. Eligibility is verified through official documentation received directly from the Court. Additional demographic information, including age, gender, race, and ethnicity, is obtained from the County’s Health and Human Services Agency. This information is used to complete a formal intake record for each child.

Record Keeping and Case Documentation: All program records are maintained in CASA Manager, VFC’s secure database. CASA Manager allows staff to track a child’s case plan, including information related to housing, education, health, and safety, and to associate each record with the specific funding source supporting the child’s advocacy. This ensures accurate reporting and verification that CDBG‑funded services benefit eligible Santee residents.

Reimbursement and Financial Controls: VFC’s financial processes are structured to ensure proper stewardship of grant funds. All reimbursable activities are documented in CASA Manager and routed through the organization’s accounting system, allowing VFC to prepare reimbursement requests that are accurate, transparent, and consistent with CDBG requirements.

Policies, Procedures, and Retention: VFC maintains a personnel policy manual, an affirmative action plan, and a grievance procedure to ensure consistent program administration. All programmatic and financial records are retained for at least seven years, and electronic files are backed up on a continuous basis to maintain data integrity and ensure the availability of documentation for auditing and monitoring purposes.

BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed project/activity to Santee residents? (Please be specific such as direct services to a client’s home, Santee location, transportation provided, etc.)
The CASA Program is designed to meet children where they are, ensuring that Santee youth in foster care receive support that is both accessible and responsive to their daily lives. CASA volunteers and VFC staff provide services directly in the places most familiar and convenient for each child, mainly their homes, schools, neighborhoods, and the community spaces where they live, learn, and grow. This approach ensures that Santee children receive advocacy that is rooted in their lived experience and delivered in the environments that matter most to them.

Because all CASA volunteers are required to have a valid driver’s license and access to a vehicle, they are able to travel throughout the City of Santee and the wider county to support children consistently and reliably. Volunteers often provide transportation to outings and, when appropriate, to therapy sessions, supervised visits, and other activities that promote the child’s well‑being. This flexibility reduces barriers and helps ensure that young people can participate fully in services that support their safety, stability, and long‑term success.

To further support accessibility, VFC maintains a 24‑hour emergency phone line, giving CASA volunteers immediate access to staff guidance outside of standard business hours. This ensures that children’s needs can be met promptly and that volunteers always have the support they need to respond effectively in urgent situations.
70 City of Santee – Application for CDBG Funding
B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) 100% of clients are at 30 percent or below of the area median income. ________% of clients are between 31 and 50 percent of the area median income. ________% of clients are between 51 and 80 percent of the area median income. ________% of clients are above 80 percent of the area median income.

VFC exclusively serves children who have experienced abuse or neglect and are under the Court’s jurisdiction. According to the U.S. Department of Housing and Urban Development (HUD), abused and neglected children are presumed to be LMI persons. VFC obtains information about a child's status as a dependent of the Juvenile Court from the San Diego County Juvenile Court.

We obtain information about a youth's gender, age, race, and ethnicity from the Health and Human Services Agency (HHSA). All this information is used to complete an intake form for each program participant. Intake forms and corresponding documentation are maintained in our internal database, CASA Manager, a database developed for CASA programs.

C. Does your agency focus its activities on populations with special needs? Yes
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
VFC serves the special‑needs population of children in foster care. All youth in the dependency system have experienced abuse, neglect, or abandonment and require specialized support due to trauma and placement instability. Recent national data show that 50% of youth who age out of foster care experience homelessness within the first year and 42% experience homelessness within four years. Additionally, one in four young adults experiencing homelessness has a foster care history, and foster youth are four times more likely to experience homelessness than their peers. These findings demonstrate that children in foster care are a clearly defined high‑risk population requiring targeted services and consistent advocacy.

DOCUMENTATION
A. How will the recipients’ information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
VFC collects all required participant information through official sources connected to the child welfare system. A child’s status as a dependent of the Juvenile Court is verified directly through the San Diego County Juvenile Court. Demographic information including age, gender, race, ethnicity, and sibling relationships is obtained from the San Diego County Health and Human Services Agency.

This information is used to complete an intake record for each program participant. All intake forms, supporting documentation, case notes, and ongoing status updates are securely maintained in CASA Manager, VFC’s internal case‑management database. CASA Manager serves as the centralized system of record, ensuring accurate documentation, consistency across cases, and proper tracking of data tied to CDBG‑funded services. 71 City of Santee – Application for CDBG Funding
B. How will the outcomes be measured, collected, and documented? VFC measures and documents program outcomes through CASA Manager, the organization’s internal case‑management database designed specifically for CASA programs. CASA Manager records key information for every child served, including demographic data, housing placement, health and education details, and the child’s case plan. The system also stores all intake materials and official case documentation, such as social worker reports, court minute orders, and VFC intake forms.

Throughout the year, staff and volunteer advocates document case activities, updates, and progress toward identified needs and goals. These data points allow VFC to track changes in the child’s stability, well‑being, and service engagement over time. CASA Manager provides a centralized and secure location for all records, ensuring consistency, accuracy, and compliance with reporting requirements.

Oversight of outcome tracking is provided by VFC’s Database and Operations System Specialist, Matt Olson, who developed the organization’s data‑collection procedures and has 14 years of experience in child development, advocacy, and program operations. He is responsible for monitoring data quality, reviewing case documentation, and ensuring that outcome reporting aligns with CDBG requirements.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes No

1. The applicant is incorporated as a Non-Profit organization and currently has exempt status 501(c)(3) of the IRS Code and 2370(d) of the California Code? x

2. The applicant has maintained its California Tax-Exempt Non-Profit Corporation status by filing the appropriate documents:
a) IRS Form 990? x
b) California Franchise Tax Board Form 199? x
c) Articles of Incorporation organized under the Nonprofit Public Benefit Corporation Law?
x
d) Date Articles of Incorporation files with Secretary of State? 08/17/1982

3. All necessary licenses required to operate are maintained? x

4. Worker’s Compensation Insurance is active and current? x

5. General Liability Insurance is active and current? x Applicants are required to submit the documentation listed in items 2 and 3 above with their application.
72 City of Santee – Application for CDBG Funding
Applicants are also required to provide a documentation, such as resolution for their governing board, authorizing the appropriate (named) staff to execute program applications, agreements, payment requests, and related documents on behalf of the agency related to the CDBG grant.

Type or Print Your Name and Title: Jessica Muñoz, Esq., MFS, President & CEO Signature:

CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refers to non-match cash or in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate. 73 City of Santee – Application for CDBG Funding

CDBG PROJECT BUDGET
Organization: Voices for Children
Total organization budget $9,050,000
Program name requesting funds: Court Appointed Special Advocate (CASA) Program CDBG funds requested: $10,000
Total program/project budget: $6,655,000
Note: Indicate with an asterisk (*) funds that are volunteer time or in-kind contribution.

1. Sources of funding for program/project: (S)Secured or (A)Anticipated a. Funding requested from the City $10,000 (S) or (A)
b. Other federal funds (if any) $255,000 (S) or (A)
c. State or local government funds $522,750 (S)
$872,250 (A) (S) or (A)
d. Donations and contributions $2,895,000 (S) or (A)
e. Fees or memberships N/A (S) or(A)
f. In-kind contributions / Volunteer time (S) or (A)
g. Other funding $2,100,000 (S) or (A)
h. TOTAL PROJECT FUNDING (project budget) $6,655,000 (S) or (A)

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries $10,000
b. Personnel benefits _______________________
c. Materials and supplies _______________________
d. Program expenses and evaluation _______________________ e. Rent and utilities _______________________
f. Insurance _______________________
g. Mileage (___ @ 62.5 cents/mile) _______________________ h. Incentives and Special Events _______________________ i. Indirect costs _______________________
j. ________________________ _______________________
k. _______________________ _______________________
l. TOTAL REQUESTED FUNDING (same as 1.a.) $10,000

3. Percentage of project budget represented by CDBG request 0.15% 74 City of Santee – Application for CDBG Funding

4. If your project will require future funding, please provide information about how the program will be funded.

VFC is deeply committed to sustaining the CASA Program, and we are grateful for the City of Santee’s ongoing support, which strengthens our ability to provide consistent advocacy for local children in foster care. The City’s investment plays an important role in our long-term stability and demonstrates a shared commitment to improving outcomes for some of the community’s most vulnerable youth.

VFC maintains a diversified and reliable revenue strategy to ensure the continued viability of the CASA Program. Our funding model includes government grants (25%), foundation and corporate support (17%), individual giving (26%), and special events (26%). Each fiscal year, beginning July 1, we develop our annual budget on an accrual basis to support strong financial planning, responsible resource allocation, and long-term organizational sustainability.

VFC receives consistent funding from a broad base of philanthropic, government, and community partners, along with annual Victims of Crime Act (VOCA) funding awarded through the California Office of Emergency Services. In addition, we continue to pursue CDBG funding across jurisdictions throughout San Diego County, as well as competitive opportunities offered by the San Diego County Board of Supervisors. These efforts help ensure that the CASA Program remains robust and responsive to community needs.

Our 27-member Board of Directors plays a central role in the organization’s sustainability. Board members partner closely with leadership to expand VFC’s visibility, strengthen donor engagement, and identify emerging revenue opportunities. Through grant proposals, major gifts, direct mail campaigns, and special events, VFC continues to secure the funding necessary to sustain high quality CASA advocacy for children in foster care, including those from the City of Santee.

We remain sincerely appreciative of the City of Santee’s ongoing partnership and look forward to continuing this impactful collaboration for many years to come. 75 76
City of Santee - Application for CDBG Funding
Federal Unique Entity Identifier (UEI): LD7WR1 PFMGD4
NOTE: UEI may be accessed through the following website: https://sam.gov/content/home Federal Tax ID: 27-3317344
California Entity ID: N/A
Faith Based Organization:
□ YES � NO
Person completing application: Monica Lopez
FUNDING INFORMATION:

Amount Requested from Santee: $ 22,000
Total Project/Program Budget: $ 480,050
Is the Project/Program scalable? Meaning if awarded less than requested could the Project/Program still be carried out, albeit to a lesser degree? Please explain: CSA 's proposed project offers a comprehensive scope of services to address housing issues and fair housing cases in the city of Santee. However, CSA would be able to provide a scaled-back service by cutting back on marketing and outreach efforts. However, this would hinder the full scope of services needed to address housing disparities and work toward eradicating housing discrimination in Santee.

PROJECT\ACTIVITY INFORMATION
A. What is the purpose/mission of the applicant agency? CSA San Diego County is a 501 (c)(3) non-profit organization whose primary mission is the promotion of social justice and public welfare through programs, services, and advocacy against all forms of discrimination, including advocacy for the eradication of housing discrimination to assure equal housing opportunity for all individuals.

B. Briefly describe the purpose of the project, the population to be served, the area to be benefited and estimated number of Santee residents who would benefit from the project in the upcoming program year. Inclusion of the estimated number of Santee residents served is required.
► Our services have been primarily targeted for and accessed by low and moderate-income residents. We anticipate serving up to 120 (50 directly through our office and 70 through outreach and education services) residents in Santee during FY 2026-2027 through direct phone contact, our 77 City of Santee - Application for CDBG Funding
website, in- person mediation, distribution of bilingual Fair Housing handbooks, and through outreach events and collaborations with other groups such as the Santee Collaborative, East County Action Network, and the East County Senior Service Providers. Through these organizations, and the Santee library, our staff distributes information regarding fair housing so that our services can be fully utilized. The services we provide are available in English, Spanish, and Arabic, and, by appointment.

Goals: Our primary program goal is to assist the City of Santee by helping provide discrimination-free housing where conflicts between tenants and landlords are addressed in a fair and satisfactory manner and where adequate planning occurs to address needs as they develop.

Objectives and Services: Our Program Objectives (numbered) and Services listed below will meet these goals:

Eradicate discrimination in housing
Provide consultation and respond to all fair housing and tenant/landlord calls from residents
Provide advocacy for equal housing opportunities
Assist victims of discrimination under state and federal law and process violations
Make referrals when necessary to the CA Civil Rights Department and/or HUD.

Conduct Fair Housing Testing within the City of Santee when deemed necessary and be responsive to addressing the recommendations of the Analysis of Impediments to Fair Housing Choice
Address the City of Santee's Housing Element and Consolidated Plan tenant/landlord conflicts
Provide conflict resolution counseling
Offer mediation services where other interventions have been unsuccessful
Increase the knowledge of tenants and landlords about rental housing rights and responsibilities as well as other issues
Conduct education, outreach activities, training
Provide resource information outside the area of fair housing Publish and disseminate a Handbook on Renting (English, Arabic, Spanish)
Provide up-to-date fair housing information on our website 78 City of Santee - Application for CDBG Funding
Develop other materials and programs as necessary
Provide well documented and accessible services
Provide quarterly and annual reports to the CDBG Administrator Provide data that is informative and useful
Respond punctually to calls from tenants and landlords
Respond punctually and effectively to programmatic or administrative requests from
CDBG Administrator or staff
Provide web links to local and regional housing services and information Assist Santee in developing and maintaining regional resources and utilizing best practices
Attend the Santee Collaborative and serve on its committees Participate in the San Diego Regional Alliance for Fair Housing (SDRAFFH) Develop and maintain relationships with other fair housing organizations that have the potential to increase the capacity of Santee to maintain housing that is free of discrimination and tenant/landlord conflict.

In addition to our fair housing program, CSA provides other human relations services:
-Provide assistance and resources for victims of hate crimes -Education to the community about human trafficking and labor exploitation
-Civic engagement
-Housing counseling
-Credit/Finance management counseling
-First Time Home Buyer Education
C. Who will carry out the activities, the period over which the activities will be carried out, and the frequency with which the services will be delivered (be specific).

CSA has a staff of 8, 6 of whom have fair housing counseling experience. The program and services run from July 1st through June 30th. The office business hours are M-F 8 AM - 4:30 PM. If circumstances arise, CSA will arrange to meet with clients outside of the usual hours and at a location better suited to meet the client's needs. Reports will go to the City of Santee.

D. Describe how the project meets the CDBG Program National Objectives, the City of Santee Priorities, and is included under the Eligible Activities. Please see the Request for Proposals to assist with this request.
79 City of Santee - Application for CDBG Funding
The National Object in this program Benefits low and moderate income (LMI) persons. The City of Santee's Five-Year Consolidated Plan will be advanced by providing a public service to improve the quality of life for residents, and support affordable housing opportunities for low to moderate income residents. This program meets Basic Eligible Activities and Provision of public services, fair housing counseling.

E. Agency/Nonprofit Organization Information:

CSA San Diego County is a private, non-profit agency that was founded in 1969 under the name Heartland Human Relations and Fair Housing and then incorporated in 1972. In 2010, our organization was renamed CSA San Diego County and incorporated under that name. Our mission is nro promote positive attitudes and actions that ensure respect, !JCCeptance, and equal opportunity for all people." The agency works cooperatively with community groups, local government bodies, law enforcement, and state and federal fair housing enforcement agencies in a collaborative effort to advocate for and promote the concept of fair treatment, the provision of affordable and habitable housing, and equal opportunity for all persons regardless of race, religion, color, ethnicity, age, sexual preference, marital status, familial status, disability, or source of income.

CSA has provided fair housing and human relations services to low and moderateincome households since the early 1970's. CSA has provided housing services to the City Santee since 1993 (33 years).

F. Financial:

CSA 's Board of Directors is legally and fiduciary responsible for the organization on a monthly basis. The Board President, Jesus Pacheco, supervises the Executive Director who is responsible for the finances of the organization on a day-to-day basis. In turn, the Executive Director supervises the agency's CPA Cesar Ramirez, who maintains a QuickBooks accounting and payroll system. Invoices and fiscal documentation are provided to Santee quarterly. All records are kept either as computer files or in a hard copy that is filed and stored securely on-site. CSA is anticipating its third annual audit per 0MB Circular A-133. 80 City of Santee - Application for CDBG Funding
G. Personnel:

Identify the staff administering/implementing this project and provide their experience in similar programs.

Executive Director, Jared Hernandez, is solely responsible for directing and overseeing the daily operations of CSA San Diego County and its programs. He is responsible for the implementation of program services, outreach, and reporting.

George Ibarra, the Senior Housing Counselor, supervises the agency's fair housing counselors oversees accurate completion of contract deliverables. The management of the Executive Director and the Senior Housing Counselor assures that the quality of services performed adheres to all local, state, and federal regulations. The day-to-day fair housing, tenant-landlord services are performed by a multilingual staff with over 40 cumulative years of expertise in the area of housing.

H. Conflict of Interest:

No member, officer, or employee of CSA San Diego County is an officer or employee of the City of Santee, a member of any of its boards, commissions, or committees, or has any interest or holding that could be affected by any action taken in execution of this application. CSA has a Conflict-of-Interest policy in place for all officers, employees and members.

I. Policies and Procedures:

CSA's policies and procedures include an intake process that involves screening clients and asking questions to determine eligibility for services. CSA's policies and procedures address record retention and disposal as well as fiscal policies and procedures that include handling reimbursement requests. CSA also has programmatic policies and procedures specific to the proposed project activities which Include: Non-Discrimination Policies that provide clear statements affirming a commitment to preventing discrimination in housing as outlined in fair housing laws. Scope of Coverage that includes definitions of the types of housing and housing-related transactions covered by fair housing laws, including rental, sales, 81 City of Santee - Application for CDBG Funding
lending, and insurance. Complaint Handling Procedures: Guidelines for handling complaints filed by individuals who believe they have experienced housing discrimination. Information on how complaints can be submitted, investigated, and resolved. Details on the timeframes and steps involved in the complaint resolution process. Education and Outreach Programs: Initiatives to educate the public, housing providers, and other stakeholders about fair housing rights and responsibilities. Outreach programs to raise awareness about fair housing laws and the agency's services. Training Programs: Training programs for staff, housing providers, and other relevant parties to ensure awareness and compliance with fair housing laws. Monitoring and Enforcement: Procedures for monitoring housing providers and other entities to ensure compliance with fair housing laws.

Enforcement mechanisms for addressing violations, including penalties, fines, and corrective actions. Reasonable Accommodations and Modifications: Guidance on reasonable accommodations for individuals with disabilities to ensure they have equal access to housing. Procedures for addressing requests for reasonable modifications to the physical structure of housing to accommodate individuals with disabilities. Partnerships and Collaborations: Collaborations with other governmental agencies, community organizations, and advocacy groups to enhance fair housing initiatives. Data Collection and Reporting: Protocols for collecting and analyzing data related to housing discrimination. Requirements for reporting on agency activities and outcomes. Public Communication:

Communication strategies for informing the public about fair housing laws, agency services, and recent developments in the field. These policies and procedures are designed to create a framework that promotes fair housing practices and addresses instances of discrimination. CSA regularly reviews and updates its policies to ensure they remain effective in addressing emerging challenges and changes in the housing landscape.

Our office in El Cajon is about four miles from Santee's southern border. The office hours M-F 8 AM - 4:30 PM. If circumstances require it, CSA will arrange to meet with clients outside of the usual hours or in a location better suited to the client's needs.

We can also interpreters, by appointment, to help with LEP, deaf, or otherwise disadvantaged.

B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%) __ 6._0::;....._ __ % of clients are at 30 percent or below of the area median income. _ _.2 .... 5 _____ % of clients are between 31 and 50 percent of the area median income.
82 City of Santee - Application for CDBG Funding
__ 1 ___ 0 _____ % of clients are between 51 and 80 percent of the area median income. _...;5:;._ __ % of clients are above 80 percent of the area median income. [Click here to enter text]
C. Does your agency focus its activities on populations with special needs? x No □ Yes (Please specify)
Please specify which special needs populations. (persons experiencing homelessness, persons with disabilities, persons with substance abuse problems, veterans, seniors, children, etc.)
N/A

DOCUMENTATION
A. How will the recipients' information (e.g., race, ethnicity, income, household size, residency) be collected, documented and verified?
All clients are asked to fill out an intake form with all their demographic data on our website or we can email it to them. Sometimes the counselor will have to ask the client for information in person or via telephone. The data is entered into our CMS (Client Management System) along with the counselor's notes and other relevant documents (such as the client's lease or notices).

B. How will the outcomes be measured, collected, and documented? CSA has a proven track record of achieving results and has developed a detailed Evaluation Plan that includes several strategies for developing, implementing, evaluating, and improving program performance against proposed activity goals during the grant including measuring its outputs and outcomes. The agency will utilize data collection and technology to capture, maintain and share data and measure program success. CSA will track how many persons have received assistance in counseling, the number of workshops/presentations have been completed, the number of clients attending, the locations of the services, types of outreach activities provided, and the amount of materials that have been distributed. The Program Manager will evaluate the progress of the program by analyzing the data collected at the end of every month during the grant period to ensure target goals are achieved. CSA will also utilize its CMS to run reports and create spread sheets to document and report outcomes to the City.

LEGAL REQUIREMENTS FOR APPLICANT AGENCIES
If applicant is a government agency, do not complete below.

Check answer in the applicable boxes below Yes No
83 City of Santee - Application for CDBG Funding

1. The applicant is incorporated as a Non-Profit organization and currently has exempt status 501 (c)(3) of the IRS Code and 2370(d) of the California Code?

2. The applicant has maintained its California Tax-Exempt Non-Profit ! Corporation status by filing the appropriate documents:
a) IRS Form 990? !
b) California Franchise Tax Board Form 199? !
c) Articles of Incorporation organized under the Nonprofit Public Benefit ! Corporation Law?
d) Date Articles of Incorporation files with Secretary of State? 08/10/2010

3. All necessary licenses required to operate are maintained? !

4. Worker's Compensation Insurance is active and current? !

5. General Liability Insurance is active and current? ! Applicants are required to submit the documentation listed in items 2 and 3 above with their application.

APPLICANT CERTIFICATION
To the best of my knowledge and belief, the information contained in this application is true and correct; the document has been duly authorized by the governing body of the applicant; and the applicant will comply with all assurances, federal, state, and local laws, and regulations if funding is approved. .,
Jared Hernandez, Executive Director
Type or Print Your Name and Title
CDBG Project Budget (See Next Page)
The Community Development Block Grant (CDBG) program allows subrecipients to use leveraged funds to complete larger projects that address multiple needs. Leveraged funds refers to non-match cash or in-kind resources that are used to make a project operational. The use of leveraged funds is not required but is encouraged where appropriate.
84 City of Santee - Application for CDBG Funding

CDBG PROJECT BUDGET
Organization: ____ C __ S _A_S __ __ a n_D_ie_g._o _C_o_un ___ ty ______________ _ Total organization budget $ __ 4 __ 8__ 0.._0 __ 5__ 0 ________ _ Program/Project name requesting funds: Fair Housing and Tenant Landlord Me di ation Services
CDBG funds requested:$ 22,000 Total program/project budget:$ 480 050 Note: Indicate with an asterisk (*) funds that are volunteer time or in-kind contribution.

1. Sources of funding for program/project:
a. Funding requested from the City
b. Other federal funds (if any)
c. State or local government funds
d. Donations and contributions
e. Fees or memberships
f. In-kind contributions / Volunteer time
g. Other funding
(S)Secured or (A)Anticipated
$ 22 000 (S) or (A)
$ 453,970 (S) or (A)
(S) or (A)
(S) or (A)
(S) or (A)
$4 080 (S) or (A)
h. TOTAL PROJECT FUNDING (project budget) $_4_8�0�0�5�0 ____ _ (S) or (A)
(S) or (A)

2. Uses of CDBG funds requested for the program/project: (1.a.) a. Wages and salaries =-$-'-1-=5-'--=,0=0-=-0 ________ _ b. Personnel benefits =-$-=2....:., 7--=0-=-0 _________ _ c. Materials and supplies
d. Program expenses and evaluation
e. Rent and utilities
f. Insurance
g. Mileage [email protected] cents/mile)
h. Incentives and Special Events
i. Indirect costs
j. ----------
k. _________ _
$100
$160
$2,946
$381
$63
$500
$150
I. TOTAL REQUESTED FUNDING (same as 1.a.) $___ 2 2-0_00 _________ _

3. Percentage of project budget represented by CDBG request __ 5� ____ %

4. If your project will require future funding, please provide information about how the program will be funded. These services address housing discrimination, protect vulnerable 85 City of Santee - Application for CDBG Funding
populations, and prevent legal risks while fostering an inclusive community. To sustain the program, future city funding could be needed if services are needed in Santee. Investing in fair housing demonstrates a commitment to equity and creates a stable housing environment for all residents. 86 PY 2026 PUBLIC FACILITIES (CDBG) Balance Available $227,110 Agency PY 2026
Request
PY 2025
Amount Minto Trotter Hall Koval McNelis Approved
City of Santee -
Citywide ADA
Pedestrian Ramp
Project
227,110 244,900 - - - - -
Total 227,110 244,900 - - - - - -
Balance to Allocate 227,110 227,110 227,110 227,110 227,110 227,110 PY 2026 ADMINISTRATIVE ACTIVITIES (CDBG) Maximum Amount $69,880 (20% CAP) Agency PY 2026
Request
PY 2025
Amount Minto Trotter Hall Koval McNelis Approved
CDBG Program
Administration 47,880 54,350 - - - - -
CSA San Diego County
(Federally Required Fair
Housing Service)
22,000 21,000 - - - - -
Total 69,880 75,350 - - - - - -
Balance to Allocate 69,880 69,880 69,880 69,880 69,880 69,880 PY 2026 PUBLIC SERVICES ACTIVITIES (CDBG) Maximum Amount $52,410 (15% CAP) Agency PY 2026
Request
PY 2025
Amount Minto Trotter Hall Koval McNelis Approved
East County
Transitional Living
Center (ECTLC)
56,000 None - - - -
ElderHelp 7,000 5,810 - - - -
Meals on Wheels 5,000 5,810 - - - -
Recovery & Beyond 25,000 None - - - -
Santee Food Bank 35,000 27,450 - - - -
Santee Santas 5,000 5,810 - - - -
Voices for Children 10,000 5,810 - - - -
Total 143,000 50,690 - - - - - -
Balance to Allocate 52,410 52,410 52,410 52,410 52,410 52,410

Attachment 1

STAFF REPORT
FISCAL YEAR 2025-26 OPERATING BUDGET UPDATE

AND RESOLUTION AMENDING THE OPERATING BUDGET
FOR FISCAL YEAR 2025-26

CITY COUNCIL MEETING
FEBRUARY 25, 2026
Overview
The City of Santee continues to operate in a fiscally responsible and sound manner. Through a combination of stronger than anticipated revenues and one-time expenditure savings, the City ended FY 2024-25 with an available General Fund unappropriated fund balance of $20.0 million which is $3.7 million better than expected when the current fiscal year budget was developed. Contributing to this overall change in fund balance is a $492,678 increase in revenue, including $238,967 from property taxes, $87,011 from sales tax and $108,313 in interest income, and significant one-time expenditure savings across all departments, including $1.2 million in salary and benefit savings primarily due to vacancies, $2.0 million in nonpersonnel savings including savings in insurance and claims costs, Fire and EMS related materials and supplies, fuel and vehicle maintenance, public services maintenance costs, and contract savings.

The following discussion and schedules present updated revenue projections for FY 2025-26 and proposed expenditure appropriation adjustments. The Amended Operating Budget for FY 2025-26, as presented, is a balanced budget which provides for a projected fund balance at June 30, 2026 of $14.3 million or 22.3 percent of annual General Fund operating expenditures.

Unappropriated fund balance over the 22 percent reserve requirement has been allocated to the FY 2026-27 Pavement Management Program in order to meet the annual amount necessary to fund the 70 PCI requirement for FY 2026-27. In addition, funding is included for the Environmental Impact Report (EIR) and design services for the Interim Fire Station in Northern Santee. As is the City’s practice, these one-time funds have been set aside for City Council unfunded capital priorities.

General Fund
Proposed Budget Summary
FY 2025-26 Mid-Year Amended Budget
Revenues $ 65,184,780
Expenditures (64,754,553)
Revenues Over Expenditures 430,230
Other Financing Sources -
Other Financing Uses:

Transfers to Other Funds (1,509,470)
Transfers to Capital Improvement Program (4,058,140)
Unfunded Liability Payments (CalPERS) (600,000)
Available Fund Balance, July 1, 2025 20,021,916
Available Fund Balance, June 30, 2026 $ 14,284,536
Staff Report – Operating Budget Update and Amendments
Fiscal Year 2025-26
2 General Fund Revenues
General Fund revenues for FY 2025-26 are projected to total $65.2 million, a $543,310 increase from the current budget estimate. The following is a discussion of key revenue updates.

Property Taxes: Property Taxes represent 42.6 percent of General Fund revenues and are received based on net taxable assessed valuation. Citywide net taxable assessed valuation increased by 4.6 percent in FY 2025-26. This growth is fueled by increases in residential and new construction and real estate values. Property tax revenues are projected to total $27.8 million in FY 2025-26, an increase of $1.0 million from the previous fiscal year and $298,500 more than the FY 2025-26 original budget estimate.

Sales Tax: Sales Tax represents 30.7 percent of General Fund revenues and is projected to total $20.0 million in FY 2025-26. This represents a $368,529 increase over the prior fiscal year. Due to the fluctuations in revenue from quarter to quarter, sales tax revenue can be difficult to predict. For this reason, no changes are being proposed to the sales tax revenue budget at this time.

Franchise Fees: Franchise Fees represent the third largest discretionary source of revenue and are received from Waste Management, San Diego Gas & Electric (SDG&E), Cox Communications and AT&T. Franchise Fees are projected to total $4.2 million in FY 2025-26.

This represents a $104,064 increase over the prior year and a $98,120 increase over the FY 2025-26 original budget estimate. As continues to be the case, expected increases from Waste Management and SDG&E are partially offset by expected decreases from Cox Communications and AT&T.

Transient Occupancy Tax: Transient Occupancy Tax (TOT) revenue has decreased in FY 2025-26. Certain hotels, motels, and campgrounds are doing well while others are showing decreased returns when compared to the prior year. TOT revenue is projected to total $699,260 in FY 2025-26. This represents a 5.9 percent, or $44,502, decrease from the prior fiscal year.

Emergency Medical Services (EMS) Revenue: EMS Reimbursement Revenue is projected to total $6.7 million in FY 2025-26. This is an increase of $632,179 from the previous fiscal year and $124,840 more than the FY 2025-26 original budget estimate. EMS Reimbursement Revenue is a direct reimbursement from the EMS Fund to the General Fund for all expenses associated with EMS operations. The EMS Fund receives its revenue from the Santee Lakeside Emergency Medical Services Authority (SLEMSA).

Fire Reimbursements: As a result of the deployment of Santee Fire Department personnel and resources to combat numerous wildfires throughout the State, federal and state reimbursements are expected to total $586,260 in FY 2025-26. This is $222,390 thousand over the original budget amount and $25,698 less than the prior fiscal year. This additional revenue is substantially offset by additional reimbursable overtime costs and other related expenditures.

Staff Report – Operating Budget Update and Amendments
Fiscal Year 2025-26
3 Building Permit Revenue: Revenue estimates were largely based on the revenue collected in the prior year. In the current year there have been fewer large residential developments receiving building permits. Building permit revenue is projected to decrease by $59,570. This represents approximately 2 percent less than the prior year.

Cannabis Annual Renewal Fee Revenue: Renewal fees for new cannabis business permits are not expected to be received in FY 2025-26, due to the fact none of the businesses have opened yet. This is a decrease to the FY 2025-26 budget of $115,000.

General Fund Expenditures
The FY 2025-26 Amended Operating Budget reflects General Fund operating expenditures totaling $64.8 million, a $420,890 increase over the current budget. In addition to operating expenditures, the amended budget includes an increase of $3.0 million in transfers to the Capital Improvement Project (CIP) fund. The following is an overview of the significant appropriation adjustments included in the FY 2025-26 Amended Operating Budget. A summary of appropriation adjustments by department is provided in Attachment 4.

City Clerk – Increase of $3,000 to cover equipment upgrades to comply with SB 707, which significantly updates California’s Brown Act and requires the City to offer 2-way audio/visual or telephonic public access to meetings.

Information Technology – Increase of $55,600 includes annual licensing for additional Energov licenses for customer services request tracking, firewall implementation services, security updates, and internet costs.

Economic Development and Marketing – Increase of $12,500 for a manual website accessibility (ADA) audit. The purpose of the audit is to ensure the City’s website is Web Content Accessibility Guidelines (WCAG) compliant by April 24, 2026. This new federal requirement will require future additions to the department’s operating budget in order to ensure the City’s website remains compliant. Also included in this budget is an increase of $40,000 to re-appropriate the City’s commitment to participate in an East County Economic Development Council’s (ECEDC) Empower East County Business Fund project. This program and participation amount was approved in FY 2023-24. The project was delayed due to federal process changes, but the federal funding has finally been secured. The project should be underway within a few months.

Fire – Total increase of $298,970. The Fire Department is requesting funding for an additional 12-hour Basic Life Support (BLS) ambulance program. The department would like to start this program by April 1, 2026 with two new Emergency Medical Technicians (EMTs). Other costs associated with the additional 12-hour BLS ambulance unit are expected to be covered by the current budget. The cost of the two new EMTs through the end of the fiscal year is expected to be $54,770. This added 12-hour BLS ambulance is an additional unit and does not impact any current funded positions. It should be noted that future annual personnel costs will be $155,160 and other costs including fuel, materials and supplies, medical testing and uniforms will be built into future budgets. All costs associated with this program are reimbursed by the Emergency Medical Services (EMS) Fund. Other requests include an increase of $23,000 to Staff Report – Operating Budget Update and Amendments
Fiscal Year 2025-26
4 cover unanticipated vehicle repairs, and an increase to Workers Compensation of $221,200 to fund increased claims and settlements.

Community Services/Public Services – Total increase of $10,820 including $6,440 to cover fee increases for the Mast Park charging station and $4,380 to fully fund the vacation cash out program in the department.

Transfers to CIP Fund – This proposed FY 2025-26 Amended Operating Budget includes transfers to the CIP fund to fund two projects. The first is a transfer of $862,500 for the EIR and design of the Interim Fire Station in Northern Santee. The second is a transfer of $2.2 million to fund the FY 2026-27 Paving Program, thus bringing the total funding for the year to $4.55 million, the recommended minimum annual amount to bring Santee streets to a PCI of

70. General Fund Unappropriated Fund Balance Considerations The City has been fortunate in the past few years with stronger than anticipated revenues and expenditure savings. Following past practice by using these unanticipated funds for capital, one-time costs, two projects, Interim Fire Station in Northern Santee and the FY 2026-27 Pavement Management Program, have been identified and included in the budget presentation for City Council. Based on the proposed additional funding to the Pavement Management Program, staff recommends resurfacing Cuyamaca Street from River Park Drive to Mast Blvd.

This recommendation is based on the estimated cost of the street ($2.0 million), high traffic volumes and proximity to a school. As presented at the January 28, 2026 City Council meeting, staff is also including the priority list of streets previously discussed by the City Council should Council want to discuss other potential projects (see Exhibit A attached to this report). It should be noted that without the year-end, one time savings from FY 2024-25, the City would likely be looking to draw down General Fund Reserves to fund these infrastructure projects.

Recommendations
Adopt the attached resolution approving the Amended FY 2025-26 Budget as outlined in the staff report and its attachments, including the General Fund expenditure and revenue allocation adjustments.

Attachment
Exhibit A
Exhibit A
Remaining City Council Proposed Streets
Street From To Estimated Cost
Carlton Oaks Dr Carlton Hills Blvd Fanita Pkwy $ 458,000.00 Cuyamaca St River Park Dr Mast Blvd $ 2,033,000.00
Mesa Rd Prospect Ave Mission Gorge Rd $ 1,176,000.00
Woodside Ave North Woodside Ave City Limits $ 4,624,000.00 Mission Gorge Rd Father Juniper Serra Trail City Limits $ 2,010,000.00 Northcote Rd Woodside Ave Canyon Park Dr $ 458,000.00
Zone BI (Three Oaks Way) 14 streets $ 3,164,000.00
Zone FG (Black Horse Estates) 2 streets $ 574,000.00
Total $ 14,497,000.00

CITY OF SANTEE

GENERAL FUND SUMMARY
FY 2025-26 PROPOSED MID-YEAR BUDGET AMENDMENTS
FY 2025-26 FY 2025-26 INCREASE

CURRENT AMENDED (DECREASE)

BUDGET BUDGET
Revenues $ 64,641,470 $ 65,184,780 $ 543,310
Expenditures by Dept:

City Council 590,270 590,270 -
City Attorney 925,170 925,170 -
City Manager (total): 1,444,890 1,497,390 52,500
City Manager 763,090 763,090 -
Economic Development 681,800 734,300 52,500
Information Technology 1,439,150 1,494,750 55,600
Animal Control 478,600 478,600 -
City Clerk 540,650 543,650 3,000
Human Resources & Risk Mgmt (total): 2,110,960 2,110,960 - Human Resources 932,220 932,220 -
Risk Management 1,178,740 1,178,740 -
Finance 1,874,350 1,874,350 -
Planning & Building (total): 3,204,170 3,204,170 -
Planning 1,822,860 1,822,860 -
Building 1,173,630 1,173,630 -
Code Compliance 207,680 207,680 -
Engineering (total): 3,310,900 3,310,900 -
Engineering 3,152,750 3,152,750 -
Stormwater 158,150 158,150 -
Community Services (total): 7,077,250 7,088,070 10,820
Administration 569,030 573,410 4,380
Public Svcs - Maintenance 4,162,620 4,169,060 6,440
Stormwater 208,260 208,260 -
Park Maintenance 793,860 793,860 -
Solid Waste 34,060 34,060 -
Facility Operations 166,900 166,900 -
Recreation 727,160 727,160 -
Special Events 415,360 415,360 -
Law Enforcement 18,478,350 18,478,350 -
Fire and Life Safety (total): 22,858,953 23,157,923 298,970 Administration 1,432,250 1,432,250 -
Emergency Operations 13,943,360 14,164,560 221,200
Emergency Medical 6,627,123 6,681,893 54,770
Emergency Preparedness 46,870 46,870 -
Fleet Operations and Maintenance 809,350 832,350 23,000 Total Operating Expenditures 64,333,663 64,754,553 420,890 Revenues Over (Under) Expenditures 307,810 430,230 122,420 Other Financing Sources - - -
Other Financing Uses:

Transfers to Other Funds (1,509,470) (1,509,470) -
Transfers to CIP (1,041,940) (4,058,140) (3,016,200)
Unfunded Liabilities (CalPERS) (600,000) (600,000) -
Change in Available Fund Balance $ (2,843,600) $ (5,737,380) $ (2,893,780) Available Fund Balance, Beg. of Year 20,021,916 20,021,916 - Available Fund Balance, End of Year $ 17,178,316 $ 14,284,536 $ (2,893,780) Attachment 2

CITY OF SANTEE

GENERAL FUND REVENUE DETAIL
FY 2025-26 MID-YEAR BUDGET
FY 2024-25 FY 2025-26 FY 2025-26 Increase
Account Name Actual Current Budg Revised (Decrease)
TAXES
Property Taxes 26,723,088 27,453,000 27,751,500 298,500 Property Tax Secured and Unsecured 14,274,653 14,737,300 14,737,300 - Property Tax - Redev Pass-through 779,980 760,100 800,000 39,900 Property Tax - Redev Residual Distrib 2,652,095 2,613,700 2,800,000 186,300 Real Property Transfer 329,471 250,000 250,000 -
Property Tax In Lieu (of VLF) 8,686,889 9,091,900 9,164,200 72,300 Sales and Use Taxes 17,134,911 17,586,660 17,586,660 -
Sales and Use Taxes 19,647,891 20,016,420 20,016,420 -
Location Agreement Payment (2,512,980) (2,429,760) (2,429,760) - Transient Occupancy Tax 743,602 751,500 699,100 (52,400) Transient Occupancy Tax 743,602 751,500 699,100 (52,400) Franchise Fees 4,063,946 4,069,890 4,168,010 98,120
Franchise Fees 4,063,946 4,069,890 4,168,010 98,120
SPECIAL ASSESSMENTS 1,140,513 1,136,700 1,136,700 -
Assessments - Fire Benefit Fee 1,140,513 1,136,700 1,136,700 - INTERGOVERNMENTAL 706,015 463,870 686,260 222,390
Motor Vehicle License Fees 94,057 100,000 100,000 -
SB90 Claims 32,507 30,000 15,000 (15,000)
Fire Reimbursements - Federal 205,066 161,440 415,440 254,000 Fire Reimbursements - State 374,385 172,430 155,820 (16,610) LICENSES AND PERMITS 1,664,971 1,409,230 1,230,440 (178,790) Business Licenses - New 47,005 44,400 44,400 -
Business Licenses - Renewals 61,556 63,100 63,100 -
Regulatory Permits 4,049 4,000 4,000 -
Business Licenses - Other 751 600 600 -
Home Occupation Permit - New 7,186 7,500 7,500 -
Home Occupation Permit - Renewal 14,425 14,600 14,600 - Alarm Permits 1,122 1,000 1,000 -
Fire Department - Permits/Services 72,609 86,360 86,360 - Building Fees - Eng Direct City Costs 16,228 13,450 13,450 - Building Fees - Subject to Split 261,641 237,000 346,640 109,640 Building Fees - Plng Direct City Costs 20,475 15,000 15,000 - Building Permit Fees 741,474 803,000 633,790 (169,210)
Cannabis Application Fee 416,449 4,000 - (4,000)
Cannabis Annual Renewal Fee - 115,220 - (115,220)
FINES AND FORFEITURES 229,533 209,880 174,880 (35,000)
Vehicle Code Fines 146,312 135,000 100,000 (35,000)
Other Fines and Forfeitures 7,965 8,000 8,000 -
Parking Citations 74,618 66,000 66,000 -
Code Compliance Administrative Citations 637 500 500 -
Storm Water Administrative Citations - 380 380 -
Attachment 3

CITY OF SANTEE

GENERAL FUND REVENUE DETAIL
FY 2025-26 MID-YEAR BUDGET
FY 2024-25 FY 2025-26 FY 2025-26 Increase
Account Name Actual Current Budg Revised (Decrease)
CHARGES FOR SERVICES 2,746,184 2,778,180 2,775,260 (2,920) Finance - Full Cost Recovery - 2,000 2,000 -
Admin Tow Fees 24,641 15,000 15,000 -
Cost Recovery - Restitution 107 400 400 -
Candidate Statements 1,600 - - -
City Clerk - Misc Fees 1,690 1,000 1,000 -
City Clerk - Passport Services 39,397 50,000 50,000 -
Charges to Other Funds 161,298 232,450 232,450 -
CSD - Full Cost Recovery - 2,000 2,000 -
Cost Recovery - Subrogation 1,560 5,000 5,000 -
Sports Field Lighting 77,992 72,000 72,000 -
Disc Golf Fees 33,138 33,000 33,000 -
Electric Vehicle Charging Stations 14,551 13,720 13,720 - Teen Programs 5,088 6,000 6,000 -
Special Events 135,877 115,000 115,000 -
Charges to Other Funds 188,059 138,330 138,330 -
Fire - Full Cost Recovery 9,706 10,000 10,000 -
Instructional Services - FTES 27,846 16,800 16,800 -
SLEMSA REIMBURSEMENT 114,730 119,350 119,350 -
Engineering - Fee Based 105,338 91,000 91,000 -
Engineering - Full Cost Recovery 807,104 725,000 753,800 28,800 Street Light Energizing Fee 1,450 1,700 1,700 -
Storm Water Inspection 10,780 12,700 12,700 -
Planning - Fee Based 14,146 15,000 15,000 -
Planning - Full Cost Recovery 299,517 308,270 262,150 (46,120) Charges to Other Funds 670,568 792,460 806,860 14,400
USE OF MONEY AND PROPERTY 2,120,803 1,503,970 1,503,970 - Interest Income 1,098,563 865,280 865,280 -
Unrealized Gain (Loss) 378,114 - - -
Rent/Lease/Use Income 16,874 12,980 12,980 -
City Facilities - Sportsplex 281,414 288,200 288,200 -
Concessions 24,793 20,000 20,000 -
Rental - Bldgs 7 & 8 27,552 30,000 30,000 -
Rental - Picnic Shelters 105,896 95,000 95,000 -
Rental - Ball Fields 80,458 85,000 85,000 -
Rental - TCCPE Fields 3 & 4 99,725 100,000 100,000 -
Rent/Lease/Use Income 7,414 7,510 7,510 -
OTHER REVENUE 908,597 721,540 790,110 68,570
Sycamore Landfill Fees 561,608 566,140 629,710 63,570
Miscellaneous Income 8,382 5,000 5,000 -
Hometown Heroes Program 5,000 7,200 7,200 -
Taxable Sales - 500 500 -
Processing Fees 32,791 36,000 36,000 -
Insurance Proceeds 67,093 - - -
Miscellaneous Income 138,058 50,000 50,000 -
Loss Control Program 2,000 6,000 6,000 -
Wellness Program 27,882 20,000 25,000 5,000
Miscellaneous Income 583 500 500 -
Donations 6,750 10,000 10,000 -

CITY OF SANTEE

GENERAL FUND REVENUE DETAIL
FY 2025-26 MID-YEAR BUDGET
FY 2024-25 FY 2025-26 FY 2025-26 Increase
Account Name Actual Current Budg Revised (Decrease)
Donations - Memorial Program 1,400 1,000 1,000 -
Taxable Sales 23 50 50 -
Miscellaneous Income 2,406 600 600 -
Sale of Real & Personal Property - 2,000 2,000 -
Miscellaneous Income 49,523 15,550 15,550 -
Abandoned Property Registration 673 1,000 1,000 -
Donations 4,425 - - -
TOTAL GENERAL FUND 58,182,161 58,084,420 58,502,890 418,470 OTHER FINANCING SOURCES 6,049,711 6,557,050 6,681,890 124,840 Operating Transfers In - EMS Reimbursement 6,049,711 6,557,050 6,681,890 124,840 GRAND TOTAL GENERAL FUND 64,231,872 64,641,470 65,184,780 543,310 SUMMARY OF FY 2025-26 MID-YEAR BUDGET REQUESTS

GENERAL FUND - BY DEPARTMENT
Request Recommended
Not
Recommended Description
City Clerk
Upgrades to comply with SB 707 $ 3,000 $ - To cover equipment upgrades needed to comply with SB 707 Information Technology
Expert/Consulting Services 9,700 - Firewall implementation services Software subscription 20,000 - Tyler Energov licenses/PSD customer service request tracking Software subscription 2,990 - Antivirus/firewall increase due to increase in number of users Software subscription 1,260 - Email/spyware filter increase due to increase in number of users Software subscription 750 - Backup/disaster recovery-new vendor Software subscription 5,000 - Load balancer to improve internet performance Internet Contract 15,900 - Redundant internet services
55,600 -
Economic Development & Marketing
Expert/Consulting Services 12,500 - Website ADA audit
Empower EC Business Fund 40,000 - Reappropriating grant pledge. Original approval 2/28/24 52,500 -
Fire
New Emergency Medical Technician (2) ** 54,770 - Request to add 2 EMT positions to the budget Vehicle Maintenance & Repair 23,000 - To cover unanticipated vehicle repairs Worker's Comp 221,200 - Worker's Comp adjustment for claims and settlements 298,970 -

CSD/PSD
New Management Analyst Position - 128,190 Request for additional Management Analyst position Mast Park charging station renewal fees 6,440 - To cover fee increase for charging station Vacation Cash Out 4,380 - Adjustment needed for over expenditure 10,820 128,190
Subtotal General Fund Operating Budget: 420,890 128,190 Transfer to CIP Fund 862,500 Transfer to CIP fund - Interim station #28 EIR and design Transfer to CIP Fund 2,153,700 Transfer to CIP fund - Funding for streets Grand Total General Fund: $ 3,437,090.00 $ 128,190.00
** Positions reimbursed by Emergency Medical Services (EMS) Fund Attachment 4
Attachment 5
RESOLUTION NO. ______-2026

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE,

CALIFORNIA AMENDING THE OPERATING BUDGET
FOR FISCAL YEAR 2025-26
WHEREAS, the City Council of the City of Santee adopted the Operating Budget for Fiscal Year 2025-26 by Resolution No. 085-2025 on June 25, 2025; and WHEREAS, the City Manager has submitted to the City Council for its review and approval certain budget amendments for fiscal year 2025-26; and NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Santee, California, does hereby find, determine and declare as follows:

Section 1: The fiscal year 2025-26 budget amendments, both expenditures and revenues, as submitted by the City Manager, including all changes directed by the City Council, are approved and adopted.

Section 2: The monies necessary to offset the expenditures for the fiscal year 2025- 26 budget amendments, as adopted by the City Council pursuant to Section 1 hereof, are authorized by this section to be appropriated out of the funds available to the City during said fiscal year.

Section 3: Funds transferred from the General Fund to the Capital Improvement Project (CIP) Fund are hereby appropriated to the projects identified in the budget amendments submitted.

ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 25th day of February 2026, by the following roll call vote to wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

JAMES JEFFRIES, CITY CLERK

RESOLUTION NO.
1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA,

APPROPRIATING FUNDS FOR AN INITIAL ASSESSMENT, FEASIBILITY STUDY, AND CONCEPT PLANS FOR THE REMODEL OF FIRE STATION 4 AND

APPROVING THE FIFTH AMENDMENT TO THE PROFESSIONAL SERVICES

AGREEMENT WITH COAR DESIGN GROUP FOR FIRE INFRASTRUCTURE

DESIGN SERVICES
WHEREAS, on March 22, 2023, AP Triton, LLC delivered an informational presentation to the Santee City Council related to the current system delivery deficiencies of the fire department, including response times in Northern Santee; and WHEREAS, on December 13, 2023, the City Council authorized the City Manager to execute a Professional Services Agreement with COAR Design Group to provide design services for the multi-year, multi-phase fire infrastructure projects identified in the adopted FY 2024-2028 Capital Improvement Program (PSA), which include:
• New Fire Station at the City Operations Center (Fire Station No. 20) • Fleet Maintenance Facility at the City Operations Center • Fire Station 4 Comprehensive Remodel
• New Fire Station in Northern Santee; and
WHEREAS, the City has determined that remodeling Fire Station 4 at its current location will best meet the emergency response needs for the City; and WHEREAS, to initiate the Fire Station 4 Comprehensive Remodel, the City requires completion of an initial assessment, feasibility study, conceptual plans for a comprehensive remodel of Fire Station 4, an amendment to the PSA, and appropriation of funds in the amount of $179,500; and
WHEREAS, staff recommends that funding for the Fifth Amendment to the PSA comes from the City’s Emergency Medical Services Reserve Fund; and WHEREAS, the appropriation of funds for a fire station initial assessment, feasibility study, and concept plans is exempt from the requirements of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378 and section 15061(b)(3).

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Santee, California, hereby:

1. Approves the transfer and appropriation of funds from the Emergency Medical Services Fund reserve balance to the Capital Improvement Program Fund in the amount of $179,500 for the completion of an initial assessment, feasibility, and concept plans for the remodel of Fire Station 4.

2. Authorizes the City Manager to execute an amendment to the Professional Services Agreement with Coar Design Group for the initial assessment, feasibility RESOLUTION NO.
2 study, and concept plans for Phase 2A – Replacement of Fire Station No. 4 in an amount not to exceed $179,500.

ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 25th day of February 2026, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

JAMES JEFFRIES, CITY CLERK
January 29, 2026
9640 Granite Ridge Drive, Suite 130, San Diego, CA 92123 | www.coargroup.com | 619.698.9177 Harley Wallace
Fire Chief
City of Santee Fire Department
10601 Magnolia Avenue
Santee, CA 92071
RE: Fire Station 4 Remodel – Phase 1: Assessment, Feasibility Study, & Concept Design Chief Wallace:

Thank you for the opportunity to provide this proposal for the Fire Station 4 Remodel. Our understanding of Phase 1 is based on information obtained during a site visit performed on January 6, 2026. The City of Santee has requested services for assessment of the existing Fire Station 4 facility and site area, a feasibility study and report, and concept design plans for the remodel of this Station which was built in 1971. A 2nd story addition was built in 1988.

This Phase 1 evaluation is intended to inform early planning decisions related to budget, building reconfiguration, code compliance, and phasing. Please note that this proposal is based on the Scope of Services we believe is necessary to successfully complete this phase of the Project. Future Phase 2 scope will include Schematic Design, Design Development, Construction Documents, Permitting, Bid Support, Construction Administration.

We are proposing to offer the following Scope of Services:

PHASE 1: ASSESSMENT, FEASIBILITY STUDY & CONCEPT PLANS
• Perform an investigative study of existing structural, mechanical, plumbing, electrical, and stormwater systems. Determine capacity and condition.
• Review available record drawings.
• Existing Building Geophysical Survey (Non-Destructive Testing) consisting of GPR Scanning for wall rebar location and footing sizes.
• Existing Building Wall Coring (Destructive Testing) consists of coring up to (6) locations around the structure and perform compression testing on collected samples. • Geotechnical investigation and report for the locations shown in the attached document. • Topographic Control, Survey, and Boundary Survey for the entire developed property. • Base Map Preparation
• Survey the existing building and create an architectural as-built model with accurate dimensions.
• Conduct code research to identify potential issues and document possible solutions and compliance strategies
• Provide (2) remodel concept design options for review. One for the existing footprint and one with an expanded footprint.
• Conduct a limited seismic feasibility assessment of up to two schemes. • Develop and review a Conceptual Cost Estimate for selected concept (with 20% design contingency)
• Provide Architectural, Civil, Structural, Mechanical, Plumbing, and Electrical Basis of Design documentation for selected concept.
• Prepare a Feasibility Study Report containing all discussed programming, scope information, concept designs, and analyses, including an executive summary and selection process of the preferred alternative.

Santee Fire Station 4 Remodel
January 29, 2026

Page 2 ends

9640 Granite Ridge Drive, Suite 130, San Diego, CA 92123 | www.coargroup.com | 619.698.9177 • Investigate and prepare a preliminary phasing plan with the goal of remaining operational during construction.
• Meet with Project Team and City Staff, as required, to discuss scope, budget, and general direction and intent
• Prepare a presentation for Staff and City Management Team to discuss the feasibility assessment and recommendations.
• Assist in preparation and presentation of staff reports recommendation to City Council, if desired.

PHASE 2 (NOT INCLUDED)
• Schematic Design, Design Development, Construction Documents, Permitting, Bid Support, Construction Administration

ASSUMPTIONS & ADDITIONAL SERVICES
The following items are not included in the proposed Scope of Services and may be provided as Additional Services only after written authorization is received. Unless a subsequent fixed fee proposal is provided, the work will be done on an hourly basis.

Additional Services not included in our basic scope of work include:

1. Development of Phase 2: Schematic Design, Design Development, Construction Documents, Permitting plans along with Bid Support, Construction Administration services.

2. Landscape Architecture services.

3. Detailed electrical load calculations, equipment sizing, or system design validation.

4. Utility coordination or utility applicant design services.

5. Life Cycle Cost Analysis.

6. Detailed cost estimate.

7. Destructive testing not outlined in above scope.

8. Fire Protection design and engineering (it is assumed that these will be deferred approval items provided by the contractor).

9. Discretionary Permit, Use Permit, and/or Planning Package(s).

10. Grading Permit or separate Plan Package(s).

11. Full Seismic Assessment and structural calculations.

12. Services required because of significant changes in the project (not due to the design team's acts or omissions) including, but not limited to, budget, size, quality, complexity, schedule, or the method for bidding and contracting for construction.

13. Processing change requests for Owner requested changes, and for unforeseen site conditions, after bid, including revisions to Contract Documents, processing approval of revisions through the Building Department, and Change Order negotiation.

14. Providing "Special Inspection" services required by law or the Contract Documents.

15. Plan check and permit fees (if paid by the consultant) will be a reimbursable expense, charged at

1.1 times the Consultant's cost.

16. All delivery, printing, and reproduction costs will be a reimbursable expense, charged at 1.1 times the Consultant's cost.

Santee Fire Station 4 Remodel
January 29, 2026

Page 3 ends

9640 Granite Ridge Drive, Suite 130, San Diego, CA 92123 | www.coargroup.com | 619.698.9177 We propose to provide the stated Phase 1 services for a fixed fee as noted below. Invoices will be submitted monthly for the work completed during the month in accordance with City Guidelines.

Assessment, Feasibility Study, Concept Plans $ 137,500
Topographic Survey $ 11,000
Geotechnical Investigation $ 16,000
Non-Destructive & Destructive Testing $ 12,500
Storm Water Evaluation (Optional) $ 2,500
TOTAL $ 179,500
We appreciate the opportunity to present this proposal and are excited at the prospect of working with you on this project. We are available to meet at any time to review and discuss the proposed Scope of Services and fee proposal if desired. If you have any questions regarding this scope of work, please do not hesitate to contact me at (619) 504-0984.

Respectfully,
Jeff Katz
Principal

Santee City CouncilFebruary 25, 2026

Santee City Council
February 25, 2026