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Agenda-Item-Number-2-MOU-Sonoma-County-Homeless-Outreach

Sebastopol City Council
September 15, 2026

Document
Agenda-Item-Number-2-MOU-Sonoma-County-Homeless-Outreach
Meeting
September 15, 2026
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Sebastopol City Council
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30
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Text extracted from the city's file for reading and search. Open the original on www.cityofsebastopol.gov. That file is the official record.

Agenda Item Number 2

CITY OF SEBASTOPOL CITY COUNCIL
AGENDA ITEM REPORT FOR MEETING OF: September 15, 2026
===================================================================================== To: Honorable Mayor and City Councilmembers
From: Sean McDonagh, Chief of Police
Responsible Police Department
Department:

Subject: Memorandum of Understanding Between County of Sonoma and City of Sebastopol to establish the roles and responsibilities of the parties in the County's providing staff to engage individuals experiencing homelessness within the incorporated and unincorporated areas of City
===================================================================================== RECOMMENDATION(S):

That the City Council authorize the City Manager to execute a Memorandum of Understanding (Contract No. 2026-6109-A00) between the County of Sonoma and the City of Sebastopol for the County to provide street outreach services to individuals experiencing homelessness within the City, for the term of September 17, 2026 through June 30, 2027, with an option to extend up to twelve additional months by mutual written amendment.

PROCESS OF AGENDA ITEM:
• If the item remains on the Consent Calendar, no presentation is required, and the item will be approved as part of the Consent Calendar.
• If the item is removed from the Consent Calendar, it will be heard as a regular agenda item and will proceed as follows:
◦ Presentation by staff
◦ Council questions and discussion
◦ Public comment
◦ Council deliberation and action
EXECUTIVE SUMMARY:

The County of Sonoma has proposed a Memorandum of Understanding (MOU) under which the County's Department of Health Services will assign a 0.5 FTE Senior Client Support Specialist (SCSS) from its Solving Obstacles for Unsheltered Lives (SOUL) program to conduct street outreach to individuals experiencing homelessness in the incorporated and unincorporated areas of Sebastopol, up to 20 hours per week. The County will remain the SCSS's sole employer and will bear all associated labor, vehicle, and equipment costs; the City's obligations are limited to designating a point of contact, sharing relevant data, providing workspace, and coordinating with the SCSS. The MOU term runs from September 17, 2026 through June 30, 2027, with either party able to terminate for convenience on 30 days' written notice.

BACKGROUND:

The City Council received an informational item at their September 1, 2026 meeting from the County of Sonoma (HEART/SOUL).

The City has continued to see individuals experiencing homelessness within Sebastopol and has relied on a combination of City resources, the Sebastopol Police Department, and County and regional partners to respond. The County of Sonoma operates the SOUL program (formerly the Homeless Encampment Agenda Item Number 2
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Assistance and Resource Team, or HEART) to provide dedicated street outreach staffing to jurisdictions across the county, coordinated through the Sonoma County Homeless Coalition's subregional By-Name-List (BNL) structure and its Street Outreach Program Standards, which are attached to the MOU as Exhibit B. This MOU formalizes the County's assignment of outreach staffing to Sebastopol and the respective roles of the City and County in supporting that work.

DISCUSSION:

Under the MOU, the County's roles and responsibilities include:
• Assigning a 0.5 FTE SCSS to engage individuals experiencing homelessness in Sebastopol, carrying a caseload of up to 10 people and completing at least 2 hours per week of general outreach; • Following the Sonoma County Homeless Coalition Street Outreach Standards (Exhibit B), including standards for case management, Coordinated Entry participation, confidentiality, and coordination with law enforcement;
• Returning public calls to the County's Solve Homelessness line within two business days and tracking those calls;
• Inviting City staff, the Council's homelessness liaison, and Police Department staff to biweekly West County By-Name-List meetings;
• Reporting to the City at least quarterly on caseload outcomes, housing placements, and connections to services; and
• Providing encampment or area-of-concern data at the City's request, subject to applicable confidentiality and privacy requirements.

The City's roles and responsibilities include designating a staff point of contact, providing monthly data on homeless individuals with a high number of police calls or engagements, sharing biweekly data on areas of concern, educating the public on the appropriate contact numbers for homelessness-related concerns, providing a workspace for the SCSS, and providing at least one ride-along or orientation tour for the SCSS.

STAFF ANALYSIS:

Staff recommends approval of the MOU. It provides the City with dedicated, County-funded street outreach capacity focused on Sebastopol at no direct cost to the City, formalizes coordination between the SCSS, the Sebastopol Police Department, and West County Community Services, and includes quarterly reporting that will allow the City to track outcomes. The MOU's 30-day termination-for-convenience provision preserves the City's flexibility if the arrangement does not meet the community's needs.

CITY COUNCIL GOALS/PRIORITIES AND GENERAL PLAN CONSISTENCY:

This agenda item represents the City Council goals/priorities as follows:

Goal 4: High-Performance Organization
Strengthening coordination with regional partners and ensuring effective, accountable delivery of services to individuals experiencing homelessness within the City.

PUBLIC COMMENT:

As of the writing of this staff report, the City has not received any public comment. However, if staff receives public comment from interested parties following the publication and distribution of this staff report, such comments will be provided to the City Council as supplemental materials before or at the meeting. In addition, public comments may be offered during the public comment portion of the agenda item.

Agenda Item Number 2
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PUBLIC NOTICE:

This item was noticed in accordance with the Ralph M. Brown Act and was available for public viewing and review at least 72 hours prior to the scheduled meeting date.

FISCAL IMPACT:

No payment is made by either party under the MOU. The County remains the SCSS's sole employer and covers all labor and equipment costs, including a vehicle, fuel, laptop, and cellphone. If additional needs with associated costs arise during the term, the City and County would jointly evaluate the request and, if agreed, share costs equally. The MOU includes standard provisions for independent-party status, confidentiality of client information, dispute resolution, mutual indemnification, and compliance with the County's Living Wage Ordinance, and may be extended up to twelve additional months by mutual written amendment.

RESTATED RECOMMENDATION:

That the City Council authorize the City Manager to execute the Memorandum of Understanding (Contract No. 2026-6109-A00) between the County of Sonoma and the City of Sebastopol for the provision of homeless street outreach services, for the term of September 17, 2026 through June 30, 2027, with an option to extend up to twelve additional months by mutual written amendment.

OPTIONS:

1. Decline to approve the MOU.

2. Direct staff to negotiate modifications to the MOU and return to Council.

ATTACHMENTS:

Attachment 1 – Memorandum of Understanding Between County of Sonoma and City of Sebastopol, Contract No. 2026-6109-A00, including Exhibit A (Schedule and Coordinating Services) and Exhibit B (Sonoma County Homeless Coalition Street Outreach Program Standards) APPROVALS:

Department Head Approval: Approval Date: ______________ CEQA Determination (Planning): Approval Date: ______________ The proposed action is not a project under the California Environmental Quality Act (CEQA) Administrative Services (Financial) Approval Date: ______________ Costs authorized in City Approved Budget: N/A – no cost associated with this action City Attorney Approval: Approval Date: ______________
City Manager Approval: Approval Date: ______________
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Contract No. 2026-6109-A00

MEMORANDUM OF UNDERSTANDING
Between
County of Sonoma
and
City of Sebastopol
This Memorandum of Understanding (hereinafter "MOU"), dated as of September 16, 2026 (hereinafter "Effective Date") is by and between the County of Sonoma (hereinafter "County") and City of Sebastopol (hereinafter “City”).

The purpose of this MOU is to establish the roles and responsibilities of the parties in the County's providing staff to engage individuals experiencing homelessness within the incorporated and unincorporated areas of City.

County Roles and Responsibilities

1.1 Assign one 50% FTE Senior Client Support Specialist (SCSS) from the Solving Obstacles for Unsheltered Lives (SOUL), formerly Homeless Encampment Assistance and Resource Team (HEART), to operate within the incorporated and unincorporated areas of City.

Some overlap may occur with regular Joe Rodota Trail outreach activities.

1.2 Communicate the days and hours of services to the City and West County Community Services (WCCS) initially when schedule is established and any time changes occur.

1.3 The SCSS shall follow the Sonoma County Homeless Coalition Street Outreach Standards, attached hereto and incorporated herein by this reference (hereinafter "Exhibit B".

1.4 The SCSS shall engage individuals experiencing homelessness and navigate them to available services. Services include but are not limited to behavioral health referrals, coordinated entry enrollment, housing navigation, shelter, and other social services programs. The SCSS shall carry a caseload of 10 people in the Sebastopol region at any given time and spend 2 hours a week completing “general outreach” which includes engaging new individuals and responding to community concerns about individuals not already on the assigned caseload.

1.5 Return calls made by members of the public to the County Solve Homelessness phone line at 707-565-1302 within two business days.

1.5.1 The SCSS shall focus on areas of homeless concern that are deemed problematic and have a higher need for service, as assigned by the West County By-Name-List Manager, including individuals or areas collaboratively identified with the Sebastopol Police Department.

1.6 Track calls to the County Solve Homelessness phone line at 707-565-1302, deploy outreach per caseload and general outreach availability, and integrate data from this line into encampment and areas of homeless concern tracking.

1.7 Invite City staff, the primary City Council homelessness liaison, and Sebastopol Police staff to biweekly West County By-Name-List meetings to coordinate responses to encampment and other areas of homeless concern and to provide and receive organizational updates regarding homelessness.

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Contract No. 2026-6109-A00

1.7.1 The SCSS shall be fingerprinted and shall complete the NexTest, Level 1 CLETS access training prior to accessing non-public areas of the Sebastopol Police Department. The City shall facilitate the completion of these requirements by the SCSS.

1.8 Coordinate service delivery with the West County By-Name-List process as described in the Homeless Coalition Street Outreach Standards, Sebastopol Police Department, West Community County Services (WCCS), and partnering agencies serving the City of Sebastopol and surrounding unincorporated area.

1.9 The Sonoma County Department of Health Services (DHS) shall engage with WCCS to develop an MOU between the two agencies describing the terms of collaboration between their outreach staff. The Senior SCSS shall collaborate and assist with the navigation service delivery and focus areas with West County Community Services (WCCS) and the Sebastopol Police Department on a daily basis.

1.10 Track all client engagements and outcomes.

1.11 Report to the City at least quarterly, with more frequent reporting upon City’s request and subject to County availability, the following: number of clients served on caseload; percentage and number of clients served on caseload who enter permanent housing, temporary housing, and percentage of caseload active in Coordinated Entry; number of caseload clients connected to insurance, primary care, Cal-Fresh, General Assistance, Behavioral Health, supported with animal vaccinations, ID, Social Security card; number of clients who are Veterans; total number of people assisted with Coordinated Entry enrollment.

1.12 At the City’s request, provide the following encampment or areas of homeless concern data: original reporting source, number, location, number of individuals, general description, attempts made to engage with individuals.

1.12.1 All individuals who receive services have the right to confidentiality and are protected under privacy laws. The County and SCSS shall not be able to provide any details about specific homeless individuals with entities not indicated on the Interdepartmental Multi-Disciplinary Team (IMDT) or HMIS/Coordinated Entry Release of Information (ROI) forms. 2 City Roles and Responsibilities

2.1 Designate a City employee point-of-contact to coordinate information with the West County By-Name-List process.

2.2 Provide monthly data on homeless individuals with a high number of police calls and/or engagements.

2.3 Provide data received, on a biweekly basis, on areas of homeless concern including locations and general descriptions.

2.4 Provide education to the public about the appropriate number to call for various homelessness concerns:

2.4.1 County Solve Homelessness phone line at 707-565-1302 for general, non-urgent homelessness concerns;

2.4.2 County Mobile Crisis Response Services phone line at 1-800-746-8181 for urgent behavioral health crises.

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Contract No. 2026-6109-A00

2.5 Provide a workspace for SCSS staff with access to the internet and adequate office resources.

2.6 Provide at least one (1) ride-along and/or tour orienting the SCSS to the City high needs areas and problems of primary concern related to homelessness.

Payment
No payment shall be made to either party. The parties agrees that at all times and for all purposes relevant to this MOU, the County shall remain the sole and exclusive employer of the SCSS. County agrees to provide labor and employee costs associated with the SCSS. County also agrees to provide the SCSS with a vehicle, fuel, laptop, cellphone, and other work-related expenses at no expense to City.

Additional needs with associated costs may arise during the term of this MOU at the request of the City. When feasible, the SCSS shall first attempt to utilize existing homeless programs and resources to address these needs. If no existing program or resource is available, the County and City shall jointly evaluate the request, mutually agree to address the need, and share associated costs equally (50:50).

If the County is designated to procure goods or services on behalf of both parties, such procurement shall be conducted in accordance with all applicable County procurement policies and procedures.

Independent Parties
City and County shall at all times be considered independent parties, and neither party, by virtue of this MOU or otherwise, shall be considered or asserted to be an employee, contractor, subcontractor, partner, joint venturer, representative, or agent of the other party.

Communication
All notices and reports shall be made in writing and should be addressed to:

County Contact City Contact
Chris Inclan
Health Program Manager
Department of Health Services
County of Sonoma
1450 Neotomas Ave, Suite 200
Santa Rosa, CA 95405
Phone: (707) 565-4032
Cell: (707) 914-6447
Email: [email protected]
Mary Gourley
City Manager
City of Sebastopol
P.O. Box 1776
Sebastopol, CA 95473
Phone: (707) 823-1153
Email: [email protected]
Term of MOU
The term of this MOU shall be from September 17, 2026 through June 30, 2027. This MOU may be extended up to twelve (12) months (i.e., July 1, 2027 through June 30, 2028) based on mutual agreement between County and City via a formal amendment process.

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Contract No. 2026-6109-A00
Either party may terminate this MOU for convenience and without cause upon 30 days' advance written notice.

Confidentiality
Both parties agree to maintain the confidentiality of all patient medical records and client information in accordance with all applicable State and Federal laws and regulations.

Dispute Resolution
If any conflicts or disputes arise between the two parties, involved staff shall meet in a timely manner to resolve the conflict or dispute. It is acknowledged by both parties that the purpose of such meeting is to come to a resolution that is in the best interest of both parties and any client or patient involved.

Indemnification
Each party agrees to accept all responsibility for loss or damage to any person or entity, and to defend, indemnify, hold harmless, and release the other party (including its supervisors, officials, officers, agents, and employees) from and against any and all actions, claims, damages, disabilities, or expenses (including costs and attorney fees) that may be asserted by any person or entity, including the indemnifying party, resulting from indemnifying party's acts, errors, omissions, and/or willful misconduct arising out of or in connection with the performance of this MOU. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable to or for indemnifying party or its agents under workers' compensation acts, disability benefit acts, or other employee benefit acts. This indemnification provision survives termination of this MOU with respect to issues arising hereunder.

Extra or Changed Work
Extra or changed work or other changes to the MOU may be authorized only by written amendment to this MOU, signed by both parties. Changes which do not exceed the delegated signature authority of the Department may be executed by the Department Head in a form approved by County Counsel. The Board of Supervisors or Purchasing Agent must authorize all other extra or changed work which exceeds the delegated signature authority of the Department Head. The parties expressly recognize that, pursuant to Sonoma County Code Section 1-11, County personnel are without authorization to order extra or changed work or waive MOU requirements. Failure of City to secure such written authorization for extra or changed work shall constitute a waiver of any and all right to adjustment in the MOU price or MOU time due to such unauthorized work and thereafter City shall be entitled to no compensation whatsoever for the performance of such work. City further expressly waives any and all right or remedy by way of restitution and quantum meruit for any and all extra work performed without such express and prior written authorization of the County.

Statutory Compliance/Living Wage Ordinance
City agrees to comply, and to ensure compliance by its subconsultants or subcontractors, with all applicable federal, state and local laws, regulations, statutes and policies, including but not limited to the County of Sonoma Living Wage Ordinance, applicable to the services provided under this MOU as they exist now and as they are changed, amended or modified during the term of this MOU. Without limiting the generality of the foregoing, City expressly acknowledges and

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Contract No. 2026-6109-A00
agrees that this MOU is subject to the provisions of Article XXVI of Chapter 2 of the Sonoma County Code, requiring payment of a living wage to covered employees. Noncompliance during the term of the MOU will be considered a material breach and may result in termination of the MOU or pursuit of other legal or administrative remedies.

Merger
This writing is intended both as the final expression of the MOU between the parties hereto with respect to the included terms and as a complete and exclusive statement of the terms of the MOU. Each party acknowledges that, in entering into this MOU, it has not relied on any representation or undertaking, whether oral or in writing, other than those which are expressly set forth in this MOU. No modification of this MOU shall be effective unless and until such modification is evidenced by a writing signed by both parties. § The remainder of this page has intentionally been left blank. §

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Contract No. 2026-6109-A00
IN WITNESS WHEREOF, the parties hereto have executed this MOU as of the Effective Date.

City of Sebastopol:

Mary Gourley, City Manager Dated
City of Sebastopol
COUNTY OF SONOMA:

Approved; Certificates of Insurance on File with County:

Nolan Sullivan, Director Dated
Department of Health Services
Approved as to Substance:

Division Director or Designee Dated
Approved as to Form:

County Counsel Dated
9/2/2026
Approved as to Substance:

Privacy & Security Officer Dated

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Contract No. 2026-6109-A00
Exhibit A
Exhibit A. Schedule and Coordinating Services
County Schedule
The County's Senior Client Support Specialist (SCSS) shall be assigned to work in incorporated and unincorporated areas of the City up to 20 hours a week Monday–Friday during the hours of 9:00 am and 4:00 p.m. The SCSS shall not be available to perform duties during regularly scheduled mandatory meetings, trainings, approved vacation, County holidays, and sick time.

When the SCSS is unavailable due to pre-scheduled leave, sickness, or any other approved absence, additional County staff shall not be assigned. The SCSS’s schedule is subject to change based on SOUL program needs, along with the needs of the area being supported.

Coordinating Services
County and City shall coordinate services with partnering agencies and the Sebastopol Police Department. Examples of potential duties that County shall support include:
• Meeting with individuals to navigate various services. • Attending coordination meetings with local service providers, non-profits, faith-based and local government providers to assist with issues related to homelessness. • Creating an inventory of local resources, Permanent Supportive Housing sites, food pantries, and other homeless related resources in the city. • Providing encampment outreach.
• Conducting outreach with law enforcement.
• Transporting clients when needed.
• Assisting with maintaining the sub-regional by names list. • Making recommendations on programs, gaps, and resources needed to City and County leadership.
• Entering data into the Homeless Management Information System (HMIS). • Facilitating potential referrals to County homeless or behavioral health programs. • Meeting with constituents or residents to address homeless related concerns.

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Contract No. 2026-6109-A00
Exhibit B
Exhibit B. Sonoma County Homeless Coalition – Street Outreach Program Standards

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Contract No. 2026-6109-A00
Exhibit B
Street Outreach Program Standards

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Contract No. 2026-6109-A00
Exhibit B
Table of Contents
Mission 12
Vision 12
Guiding Principles 12
Housing First 12
Trauma-informed care 12
Collaboration 13
Approach to Street Outreach 13
Applicability 13
Definitions 14
Regulatory guidance/Eligible activities 13
Ensuring geographic Coverage 14
Subregions 15
Coordination of services within a subregion 16
Outreach deployment 16
Case load rationing 16
Case Conferencing 17
Coordinated Entry Participation 18
Documentation 18
Encampment Closure 19
Warm Hand off 19
Standardizing handoff between subregions 20
Movement between subregions 20
Communication of available services 20
Provision of goods 21
Inclement weather/ warming/cooling centers 21
Non-traditional partners 21
Data Collection 21
Denial of Services 22
Engagement on public and private property 22
Consent 22

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Exhibit B
Safety/ individuals in crisis 23
Street Outreach Interaction with Law Enforcement 24
Confidentiality 25
Record Keeping 25
Grievances 25
Reasonable Accommodations 26
Non-Discrimination 26
Equal Access Final Rule and Gender Identity Final Rule 27

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Contract No. 2026-6109-A00
Exhibit B
Mission
The mission of Sonoma County outreach teams is to leverage a spirit of collaboration and coordination to create an equitable, compassionate, individualized, and low-barrier outreach system that rapidly connects or provides individuals experiencing homelessness to resources and lowers barriers to services while treating everyone with respect and without judgment.

Vision
Sonoma County outreach providers envision an outreach system that consistently and rapidly connects individuals experiencing homelessness to services and support to ensure that they can quickly exit homelessness. In the spirit of humanity, outreach providers will meet people where they are physically and emotionally.

Guiding Principles
Housing First
On September 29, 2016, Governor Jerry Brown signed Senate Bill 1380, making California a Housing First state. This requirement applies to any program providing housing or housingbased services to people experiencing homelessness or at risk of experiencing homelessness, whether or not the program was designed to address homelessness.

The Housing First model is an approach to serving people experiencing homelessness that recognizes a homeless person must first be able to access a decent, safe place to live, that does not limit the length of stay (permanent housing), before stabilizing, improving health, reducing harmful behaviors, or increasing income.

Under the Housing First approach, anyone experiencing homelessness should be connected to a permanent home as quickly as possible, and programs should remove barriers to accessing housing, like requirements for sobriety or absence of criminal history. It is based on the “hierarchy of need” where people must access basic necessities—like a safe place to live and food to eat—before being able to achieve a quality of life or pursue personal goals.

Trauma-informed care
Sonoma County homeless service providers seek to provide a trauma-informed system of care.

Trauma-informed services should include case management; onsite integrated health resources; ACEs-based programs; living skills programs focused on communication skills, grief/loss, and well-being.

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Contract No. 2026-6109-A00
Exhibit B
Collaboration
In recognition that funding does not cover enough street outreach to assist every homeless person in Sonoma County, we are aware that we must utilize and share our resources as efficiently and effectively as possible. This approach will be supported by data sharing, however, communications must not reveal confidential details regarding any particular individual or their supports unless there is consent by the unsheltered person to do so.

We will maintain a system of intensive and relational collaboration between street outreach workers whether they work for an agency, are volunteers or are paid and supervised by Sonoma County. We pledge to put aside any differences of salary, experience, education, and skill sets in order to get people into shelter and housing as quickly as possible.

Approach to Street Outreach
Street Outreach (SO) workers in Sonoma County provide housing-focused services to unsheltered individuals. They engage the most vulnerable to develop rapport, explaining and connecting individuals to services. They assist individuals to prepare for housing by providing Coordinated Entry enrollment and assist with document readiness. They also provide goods and services that help unsheltered individuals to reduce the trauma of unsheltered homelessness and to make sure their basic needs are met.

Housing plans will vary depending on an individual’s barriers, their level of trust with the system and their desire for housing. If an individual is expected to be referred to housing or expresses a desire to be document ready, services will focus on getting the client ready for a housing opportunity. If individuals are not ready to engage in these services, housing plans will focus on developing rapport, explaining the service system, and meeting basic needs.

Grassroots SO teams play an integral role in providing outreach services to unsheltered individuals. Subregions will coordinate with grassroots teams in their subregions to help meet individuals’ immediate needs and to coordinate services.

Applicability
These standards apply to any street outreach program that receives funding from the Sonoma County Homeless Coalition (SCHC). These standards apply regardless of the type of funding.

Street outreach organizations who are not funded through the SCHC are encouraged, but not required, to adopt these standards.

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Regulatory guidance/Eligible activities
Contract No. 2026-6109-A00
Exhibit B
Definitions
Sonoma County Homeless Coalition (SCHC)-funded outreach/SCHC partnering: Outreach funded by the SCHC or outreach teams that have adopted these standards. These standards apply to programs funded by the SCHC. SCHC-funded outreach operates in specific subregions of the county.

Grassroots outreach: Volunteer-led outreach programs. SCHC-funded outreach providers work with these agencies in their subregion to coordinate services.

Population specific outreach: Outreach services that serve specific populations (veterans, TAY) throughout the county. These providers work across subregions to coordinate care.

Non-traditional partners: Agencies/individuals that provide information and connection to individuals experiencing homelessness. Examples include, law enforcement, park rangers, schools, members of a church or any other individual or entity that is interacting with individuals experiencing homelessness.

Regulatory guidance/Eligible activities
Eligible activities/costs for street outreach can be found at 24 CFR 576.101. Activities can include the following:
● Engagement (§ 576.101(a)(1)): Activities to locate, identify and build relationships with individuals or families living in unsheltered settings for the purpose of providing immediate support, intervention, and connections with homeless assistance programs or mainstream social services and housing programs.
● Case Management (§ 576.101(a)(2)): Assessing housing and service needs, and arranging, coordinating, and monitoring the delivery of individualized services. ● Emergency Health Services (§ 576.101(a)(3)): Outpatient treatment of urgent medical conditions by licensed medical professionals in community-based settings (e.g., streets, parks, and campgrounds). These services are eligible only to the extent that other appropriate health services are inaccessible or unavailable within the area. ● Emergency Mental Health Services (§ 576.101(a)(4)): Outpatient treatment of urgent mental health conditions by licensed professionals in community-based settings (e.g., streets, parks, and campgrounds). These services are eligible only to the extent that other appropriate mental health services are inaccessible or unavailable within the area. ● Transportation (§ 576.101(a)(5)): Travel by outreach workers, social workers, medical professionals, or other service providers during the provision of eligible street outreach services. Also includes the costs of transporting unsheltered people to emergency shelters or other service facilities.
● Services for Special Populations (§ 576.101(a)(6)): Otherwise, eligible Essential Services that have been tailored to address the special needs of homeless youth, victims of domestic violence and related crimes or threats, and people living with HIV/AIDS who are literally homeless.

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Exhibit B
Ensuring geographic Coverage
The Sonoma County Homeless Coalition (SCHC) strives to cover 100% of Sonoma County with SO services. To ensure full geographic coverage, SCHC-funded street outreach teams must serve a specific geographic region.

Outreach teams that serve a specific population like TAY or veterans shall coordinate with BNL managers to avoid duplication of efforts and to understand where the clients are in the housing process.

If there is more than one outreach team in a subregion, these teams must coordinate their services in specific geographic areas of their subregion to avoid duplication. This will be coordinated through the subregional BNL case conferencing meetings.

If there are remote geographic areas in a subregion, SO teams and the subregional BNL managers will develop relationships with non-traditional partners to ensure that individuals experiencing homelessness in these areas can be identified and engaged by outreach teams.

Subregions
To improve the coordination among outreach teams and maximize outreach capacity, the Sonoma County Homeless Coalition (SCHC) board adopted a subregional approach to outreach at its March 22, 2023, meeting.

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Exhibit B
Coordination of services within a subregion
Outreach teams will work with their subregion’s By Names List (BNL) manager to coordinate among providers in a subregion. Each sub region’s BNL manager will develop relationships with non-traditional partners and SCHC-funded outreach teams. Outreach teams are expected to have consistent presence at the sub-region’s BNL meeting to ensure they avoid duplication of services, full geographic coverage and to ensure all individuals experiencing homelessness are accounted for.

Outreach deployment
Deployment of street outreach teams will be coordinated by subregional BNL managers.

Outreach teams will be deployed at locations and times that they are most likely to engage with unsheltered individuals. Outreach teams will ensure that they are not duplicating services. If there is more than one outreach team in a subregion, those teams will establish specific geographic areas within their subregion. Outreach teams will also coordinate with populationspecific outreach teams to ensure individuals who qualify for these outreach services are connected with those outreach teams.

Case load rationing
SCHC-funded outreach providers will maintain caseloads of 15-25 unsheltered individuals per outreach worker. Caseload sizes will vary depending on the complexity of the individuals they Agenda Item Number 2
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are serving but teams will strive to serve as many individuals as possible in an authentic and meaningful way.

Approximately 60% of a team’s caseload will be persons actively working on activities or goals that directly assist the person in progressing toward housing. Individuals who are on Coordinated Entry’s priority list will be prioritized for housing preparedness and document readiness services.

Approximately 40% of a team’s caseload will be individuals whose cases are complex and require significant staff time to overcome barriers to permanent or interim housing.

A client declining services does not mean they will be removed from a caseload rather the nature of the services will be modified. Services for these individuals will focus on rapport building, explaining services, providing goods to lessen the burden of unsheltered homelessness and to be available when the client is ready to engage.

In acknowledgement of the fact that not all individuals experiencing unsheltered homelessness can be placed on a caseload, SO teams will provide at least 2 hours of general outreach, per outreach worker FTE, per week in their geographic region. This outreach will be conducted in areas where SO workers are most likely to encounter individuals experiencing unsheltered homelessness. Individuals not on a caseload will be provided with light-touch services including, connection to shelters, assistance with CE enrollment and resource connection.

Individuals will remain on a caseload until they are placed in shelter or housing. Street outreach providers can keep individuals on their caseload for 2 weeks after housing or shelter to ensure a warm handoff to the housing provider.

Individuals may be transferred to another team’s caseload if that individual has moved to another subregion. These transfers will be facilitated by subregional BNL managers. (See “moving between subregions” policy below) Subregional BNL managers may provide direction to outreach teams on who should be placed on a caseload.

Case Conferencing
Each subregion will manage a By-Names-List (BNL). This list will be regularly updated through BNL case conferencing. SCHC-funded outreach teams will ensure that at least 1 representative from the outreach team is present at each BNL case conferencing meeting. This representative will be able to provide in depth, client-level information about all clients they are serving. BNL meetings will also be used to coordinate services, caseloads and deployment of outreach teams.

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Coordinated Entry Participation
SCHC-funded outreach providers must act as a Coordinated Entry External Access Point (CEEAP), offering full access and assessment to the Coordinated Entry System (CES).

Grassroots street outreach programs are encouraged to be CEEAP or Access Partners. Clients who present to Street Outreach teams shall, to the greatest extent possible, enter all individuals requesting or needing access to the CES. If due to staffing shortages or full caseloads the SO team does not have the capacity to enroll an individual presenting for service, the SO team will screen the participant for CE enrollment and refer them to an external access point.

The definition of an External Access point is an Emergency Shelter or Street Outreach project offering Coordinated Entry assessments to ALL participants who present seeking or requiring CES assistance. Assessment interviews and data entry into the CES shall occur regardless of where the individual spends most of their time, enrollment status in any project, provider-client relationship, or population type. An access point will screen each program participant for enrollment in CE when engaging with a client, if the client is not enrolled, the access point will offer assessment and enrollment. The outreach provider will make a case note to ensure the program participant is active in CE. The access point will also upload a release of information (ROI) to the client’s CE dashboard in HMIS.

Documentation
Gathering documentation is beneficial to collaborative case management, housing providers and most importantly, clients. Street outreach workers will assist willing participants in acquiring documents for housing readiness. These documents shall be uploaded to the client’s Coordinated Entry dashboard to aid in housing referrals. These documents should include; 1) Photo Identification
2) Social security card
3) Award letters
4) Birth Certificate (if needed)
5) Verification of disability
6) DD-214 form (if applicable)
7) Service Animal/emotional support animal documentation (if applicable) 8) Medical card
9) CalFresh Card
10) Copy of housing voucher (if applicable)
Street outreach workers will also make case notes of significant interactions with clients that describe their housing/shelter status in an agency’s internal program or in the client’s CE dashboard if they have consented to HMIS enrollment. Ideally, case notes would incorporate the following

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Exhibit B
1) Description of client location
2) Description of services
3) Contact information
4) Referrals to services (if applicable)
Street outreach workers are essential to documenting chronic homelessness status. When a client is referred to a permanent housing intervention, the street outreach case worker shall coordinate with the housing provider to assist in documenting chronicity.

Encampment Closure
An encampment is defined as a group (as defined by the local jurisdiction) of unsheltered persons occupying space on public or private property in a tent, tarp or other handmade structure, or a group occupying a building on public property for the purpose of habitation.

The closure of encampments is a process that is largely driven by city and county officials in coordination with other stakeholders. If an encampment is identified for closure, street outreach providers will work with their subregion’s BNL case conferencing team to gather information about those in the encampment and to coordinate services. More frequent outreach will be provided to individuals in advance of the closure, as defined by contractual obligations and caseload capacity.

If an encampment is located in an unincorporated area of a subregion, subregional BNL managers are encouraged to work with County outreach teams (HEART/HOPE) to coordinate engagement and service provision
Warm Hand off
A warm handoff is defined as a process where a person or organization helps transition an individual or family from one service provider or agency to another in a caring and supportive manner with the consent of the client. A warm hand off occurs with the client present unless the client declines or is otherwise unable to attend. The information that is shared is intended to ensure that the receiving supportive service provider is aware of the needs and desires of a client.

Warm hand-offs work best when the client is present to clarify or correct the information that is shared. If the client is not present during the warm handoff, the receiving case manager will verify the information with the client to ensure completeness and accuracy.

Warm handoffs will occur when a client enters housing or transitions to a different subregion.

When a client is initially housed, the client will remain on the street outreach worker’s caseload for up to two weeks to ensure the housing provider is able to understand the client’s needs.

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Exhibit B
Warm handoffs between subregions will be coordinated through subregional BNL meetings. If a client moves from one subregion to another, street outreach workers will discuss a potential transfer to another subregion’s BNL. If the client is moving between subregions, street outreach workers will discuss transferring the client to another street outreach provider’s caseload. If the client prefers to remain on a caseload, the street outreach team can elect to maintain that client. If the client is imminently moving into housing, a BNL transfer will not occur.

Standardizing handoff between subregions
SO workers will facilitate warm hand offs to other projects. These handoffs will be coordinated through BNL managers. Warm hand offs will occur when an individual moves between subregions or when they are accepted into an interim or permanent housing program. SO providers may keep individuals on a caseload for up to 2 weeks after permanent housing placement to ensure a warm handoff with the housing provider.

Movement between subregions
When a client has been identified as duplicated on multiple sub regional BNLs, or otherwise identified as being in multiple subregions for thirty days the client will determine their primary subregion and subregional outreach team. A client will NOT be moved to a new case manager/subregional BNL if they are in CE’s priority group (likely housing placement within 30 days) or have a non-CE related imminent housing placement.

If a client is on a caseload and elects to move to another subregion, SO workers will discuss the possibility of not being able to receive immediate case management in the new subregion.

Communication of available services
Street outreach providers are responsible for being knowledgeable about the services that are available in their subregion and more broadly throughout the county. SO providers will provide accurate information to unsheltered individuals when it is requested. Information will be provided verbally or in writing, if requested. If a service changes in a subregion, SO teams will inform subregional BNL managers of these changes. This can be done in the county-wide case conferencing meeting or through email. BNL managers will also communicate changes to services and service availability to their subregion’s SO team(s). Providers are encouraged to update their information with 211 current. Providers can contact the lead agency for assistance with contacting 211.

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Exhibit B
Provision of goods
The provision of goods encompasses the distribution of essential items to individuals experiencing homelessness. This can include items such as food, clothing, hygiene products, blankets, sleeping bags, and tents. The provision of goods is not the main focus of SCHC-funded street outreach providers; however, providing material assistance to individuals experiencing homelessness is an important way to meet individuals’ immediate basic needs while helping to develop rapport. Provision of essential items will never be conditioned upon acceptance of a service. When funding is available, SO providers will strive to provide essential items. SCHCfunded SO teams are encouraged to coordinate the provision of goods with other street outreach teams whenever appropriate.

Inclement weather/ warming/cooling centers
In the event of inclement weather, street outreach providers will work with the jurisdictions in their subregion to develop lines of communication and outreach strategies if/when a warming/cooling center will be opened so that individuals experiencing homelessness are informed about the availability of the centers. BNL managers will inform participants of their subregional BNL meeting if a warming/cooling center is open. SO providers will prioritize informing highly vulnerable unsheltered clients of these services when they become aware of them, and for those who choose not to access warming/cooling centers or cannot access them, SO will work with those individuals on safety techniques during the inclement weather.

Non traditional partners
Street outreach (SO) workers will develop relationships with non-traditional partners in their subregion. These partnerships are intended to allow SO teams to have in-depth information about individuals experiencing homelessness. Non-traditional partners should be able to connect individuals experiencing homelessness with an outreach team. Confidential information should not be shared with non-traditional partners unless they are on the HMIS/CE release of information.

Data Collection
HUD HMIS data standards that apply to street outreach can be found here:
https://www.hudexchange.info/programs/hmis/hmis-datastandards/standards/HMIS_Data_Entry.htm SCHC-funded SO projects must comply with these standards. SO projects are required to complete HUD entry and exit assessments as well as record contacts with clients and engagements. SO projects are also required to report data quality.

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Exhibit B
Data collection for street outreach is designed to assist in sub-regional and county-wide case conferencing. The Sonoma County BNL manual describes BNL data standards. SO teams will complete HUD entry and exit assessments when a client is added to their caseload. SO projects complete the Built for Zero (BFZ) touchpoint regularly as they work with clients. SO projects are not expected to have responded to all data elements at initial engagement. SO providers will participate in subregional case conferencing to add additional information about a client’s case.

Denial of Services
If an unsheltered individual has engaged in behavior that presents a credible threat to street outreach staff, their property, or other clients, SO providers may deny services. Service denials must be documented and communicated to the individual as soon as it is safe to do so. Service denials may be communicated verbally.

Service denial cannot be permanent. SO providers will develop policies and procedures for documenting and communicating service denial including how to appeal the initial decision as well as how to review the decision based on changing circumstances. Individuals who are denied services must be able to appeal the service denial or request a review at any time. If the credible threat is resolved based on changed circumstances, services must be continued.

Information relating to service denial must be communicated to subregional BNL managers.

BNL managers will work with other agencies within their subregion to attempt to identify alternate services/providers willing to offer services.

Engagement on public and private property
Street outreach providers shall provide services to unsheltered individuals in public areas in the geographic region they serve. Street outreach services may also be provided inside public spaces like libraries with the consent of the staff within those public buildings.

Street outreach may also be provided in quasi-public areas like parking lots unless the property owner requests that they not do so.

Street outreach services can be provided on private land with the expressed consent of the property owner or the jurisdiction and in alignment with the agency’s policies and procedures.

Consent
Many homeless people are mistrustful of the Sonoma County and Federal bureaucracy. Many don't trust local homeless service providers either. This mistrust is not unreasonable.

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Exhibit B
A homeless individual may have been disappointed by a former case worker, been placed in a facility that exacerbated their mental health or other problems or been mistreated by an unrelated Federal program. Some have faced the injustice of the criminal justice system. Some grew up with the injustice of abuse and trauma in their family. Some have simply given up due to the complexity and difficulty of improving their situation through our complicated system of care.

Many have become cynical, apathetic and/or hopeless and believe that they will never get the help they need.

Although it may take years, Street Outreach workers can sometimes build the trust necessary to break through these barriers. We understand that SO workers also change jobs or disappear from their client's lives for other reasons. For this reason, SO workers should not make promises unless they are personally certain they can keep those promises.

SO providers are encouraged to listen carefully and sympathetically to explanations as to why a homeless person doesn't want to give information or sign Release of Information documents.

They are encouraged to validate the strength, courage and stamina that allows a human to live without a home. And they are asked to encourage every homeless person to find hope and allow their SO worker to help as much as possible.

Outreach services are not contingent on a client’s consent to be enrolled in HMIS. Regardless of formal consent of services, SO will continue to try to engage with individuals to gain consent.

SO providers shall explain the benefits of consent and the service limitations that refusing to consent to enrollment may cause. SO providers shall collect explicit consent from clients before entering information into HMIS. Consent shall be obtained by completing the Sonoma County Coordinated Entry (CE)/HMIS release of information and uploading it to the client’s CE dashboard. Clients can request to be enrolled in CE in a deidentified manner.

The IMDT release of information, and any other release of information, can also be signed with the client but only the Sonoma County Coordinated Entry/HMIS release provides consent for enrollment in HMIS. Any other ROIs that are collected shall be uploaded to the client’s CE dashboard.

Safety/ individuals in crisis
Street outreach teams may encounter or witness the inherent risks that are involved with street outreach. If a situation is deemed by street outreach staff to be too high risk, they may refuse to have direct contact with the individual until that risk has been mitigated. Street outreach providers will communicate these situations to their supervisors, the subregional BNL managers and other outreach teams to ensure all are aware of the risks.

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Street outreach staff may encounter individuals experiencing a mental health crisis. In these circumstances, street outreach staff will contact crisis response teams or other emergency services, where available, if they deem the client to be a danger to themselves and others or are gravely disabled.

Other dangers they face are exposure to contaminated sharps, accidental exposure to fentanyl and other substances, unrestrained aggressive animals, domestic violence disputes, escalating incidents, etc. The outreach team must prioritize their safety above all other considerations.

Regular training and an active safety plan are essential for handling unsafe situations. The following are a few key elements:
1) Never go out alone. Teams of 2 are minimal.
2) Carry a charged phone
3) Have Narcan with you at all times, know its location and how to use it. 4) Establish code words among teams, known to signal threats to safety 5) Communicate with someone outside the team about where you plan to outreach 6) Wear uniforms or name tags to be easily identified as street outreach 7) Have phone numbers accessible such a s police and/or crisis response on hand 8) Be trauma informed and practice de-escalation
9) Use harm reduction principles
10) Document and communicate.

Street outreach staff and their employer are responsible for promoting personal safety of street outreach staff and taking the necessary measures to decrease risks as is reasonable in the context of street outreach.

Street Outreach Interaction with Law Enforcement
Except when required to do so through Mandated Reporting, street outreach staff shall never be the entity responsible for communicating or leading enforcement activities.

Whenever possible, street outreach staff shall be available to assist unsheltered homeless individuals in the event law enforcement engages in activities that dislodge the individual(s) from where they are staying, when notified by law enforcement in advance of enforcement activities. Efforts shall be made by street outreach staff, while balancing existing caseloads, to make referrals and help the individual connect to resources in the event of enforcement activities.

Street outreach staff are present to assist the homeless individual only and are not engaged in any enforcement activities themselves.

When there is planned closure of an encampment, or outreach becomes aware of high frequency of law enforcement activity with particular individual(s), street outreach shall provide advanced

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targeted outreach efforts, and provide information on their efforts when consents are in place to do so, without providing personal identifying information to law enforcement.

In some cases local law enforcement has embedded teams that are focused on trauma-informed response to homelessness or related special populations. When these teams undertake outreach and engagement activities, they may request street outreach staff participate in those activities with them. Street outreach staff may participate when operationally available, and they assess based on local conditions that their participation will not jeopardize the relationship between the street outreach staff and the unsheltered community. Street outreach staff will actively seek input from the unsheltered community targeted for engagement to aid in this assessment.

In some circumstances, street outreach staff may witness behavior or actions on the part of an unsheltered person that triggers a legal mandate to report the incident to law enforcement (e.g. human trafficking). Street outreach staff will do so promptly and thoroughly in these instances, in accordance with training on Mandated Reporting.

Confidentiality
Street outreach workers shall maintain the confidentiality of clients’ information. Clients will be encouraged to sign the HMIS/CE release of information to facilitate service coordination. If the client has not signed a ROI, street outreach workers shall communicate the name of the client, efforts to work with the client to sign the ROI and the location of the client to a BNL manager but shall not share any additional information. Street outreach workers will obtain separate written consent for ANY disclosure of individual services status or PHI to entities outside of the HMIS/CE release of information outside of Mandated Reporting requirements. Street outreach workers will follow the Privacy Compliance policy of the County of Sonoma HMIS Policies and Procedures, including the “Resistance to Outside Disclosures” policy at all times. Street outreach workers must keep paperwork stored in a secure and locked location.

Record Keeping
Record keeping and reporting requirements can be found at 24 CFR § 576.500. All SO providers must have policies and procedures in place to ensure they can meet these requirements. All required documents must be maintained in participant files.

Grievances
SO providers will develop their own policies and procedures for participant grievances.

Grievances include: appeals of decisions that impact SO participants and grievances regarding SO policies or perceived unfair/inequitable treatment by agency staff. Participants should inform clients about their grievance policy upon intake. Copies of the grievance policy should be provided to participants upon intake into the SO program. SO staff will make grievance forms

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Exhibit B
available to clients upon request. Clients should be informed of how their grievance will be handled and given a timeframe for completion of each step of the process.

Reasonable Accommodations
Individuals can make requests for reasonable accommodations to any project staff member, in any form, at any time. Project staff should be available to assist individuals with requests for reasonable accommodations. Individuals making requests for reasonable accommodations must participate in assessment and an interactive process with staff for requested accommodations to be considered.

A reasonable accommodation is a change, exception or adjustment to a program, service, building or dwelling unit that will allow a qualified person with a disability to • Participate fully in a program;
• Take advantage of a service;
• Live in a dwelling
To show that a requested accommodation may be necessary, there must be an identifiable relationship, or nexus, between the requested accommodation and the individual’s disability.

When a client requires an accessible feature(s), policy modification, or other reasonable accommodation, the project must provide the requested accommodation unless doing so would result in a fundamental alteration in the nature of the program or an undue financial and administrative burden. A fundamental alteration is a modification that is so significant that it alters the essential nature of the program. In such a case, if possible, the program will offer an alternative solution that would not result in fundamental alteration of the program or a financial or administrative burden.

Non Discrimination
All projects must comply with the non-discrimination and equal opportunity provisions of Federal civil rights law as specified at 24 CFR 5.105 (a) and 24 CFR 5.2005, including but not limited to.
•Fair Housing Act
•Section 504 of the Rehabilitation Act
•Title VI of the Civil Rights Act
•Title II of the Americans with Disabilities Act
•HUD’s Equal Access Rule
•Violence Against Women Act (VAWA) Protections
•Local and state non-discrimination laws

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Exhibit B
Services are provided to program participants are offered in a nondiscriminatory basis with respect to race; color; national origin or citizenship status; age; disability (physical or mental); religion; sex; sexual orientation or identity; genetic information; HIV or AIDS; medical conditions; political activities or affiliations; military or veteran status; status as a victim of domestic violence, assault or stalking; or any other federal, state or locally protected group.

Equal Access Final Rule and Gender Identity Final Rule
Providers of the Sonoma County Homeless Coalition (SCHC) are required to adhere to HUD’s Equal Access Final Rule and HUD’s Gender Identity Final Rule. Through the final rules, HUD ensures equal access to individuals in accordance with their gender identity in programs administered by HUD's Office of Community Planning and Development (CPD). SCHC's shelter programs are open to all eligible individuals and families regardless of sexual orientation, gender identity, or marital status.

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