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cc 2024 AR 10/22 san diego rescue mission citywide outreach services award of contract

Vista City Council
October 22, 2024

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cc 2024 AR 10/22 san diego rescue mission citywide outreach services award of contract
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October 22, 2024
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Vista City Council
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ACTION:
____________________________
Clerk/Secretary
Department: City Manager Item No: D4
Prepared by:

Daniel Sturman, Management Analyst
Jonathan Lung, Homeless Services Program Manager Meeting Date: October 22, 2024 Approved by:

Imelda M. Huerta, Assistant City Manager
John Conley, City Manager Agenda Location: Discussion
SUBJECT: AGREEMENT WITH SAN DIEGO RESCUE MISSION, INC FOR CITYWIDE HOMELESS

OUTREACH SERVICES
RECOMMENDATION:

1.Adopt City Council Resolution No. 2024- , approving an agreement with San Diego Rescue Mission, Inc, to provide Citywide Homeless Outreach Services.

2.Adopt City Council Resolution No. 2024- , amending the Operating Budget for Fiscal Years 2023/24 and 2024/25.

CORRELATION TO CITY COUNCIL GOALS: Homelessness & Housing.

PRIOR ACTION: On September 27, 2022, adopted City Council Resolution No. 2022-142, approving an agreement with Exodus Recovery, Inc. to provide case management and outreach services to address homelessness in Vista (Vote 5-0).

On September 28, 2021, adopted City Council Resolution No. 2021- 165, approving the First Amendment to the contract with Exodus Recovery, Inc. to provide a full time Social Worker and a part-time Housing Navigator to address homeless in Vista (Vote: 5- 0).

On August 11, 2020, adopted City Council Resolution No. 2020-141, approving an agreement with Exodus Recovery, Inc. to provide a full-time Social Worker to address homelessness in Vista (Vote:
5-0).

On March 10, 2020, adopted City Council Resolution No. 2020-37, adopting the Strategic Plan to Address Homelessness (Vote: 5-0).

STATEMENT ON THE SUBJECT: On March 10, 2020, the City Council adopted the Strategic Plan to Address Homelessness (Strategic Plan) that is designated to address homelessness through programs and practices that have proven successful in other places but are tailored for Vista. The Strategic Plan is a living document that requires ongoing development and updates based on funding sources, legislative changes, community need, and program outcomes.

AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
Approved above recommendation, adopted the following: 1) City Council Resolution No. 2024-172. Vote: 4-1; 2) City Council Resolution No. 2024-173. Vote: 4-1. (Contreras Opposed)

MEETING DATE: October 22, 2024 PAGE 2
SUBJECT: AGREEMENT WITH SAN DIEGO RESCUE MISSION, INC FOR CITYWIDE HOMELESS

OUTREACH SERVICES
Beginning in August of 2020, the City contracted with Exodus Recovery for street outreach and housing navigation services in support of the Strategic Plan to residents at-risk of and persons experiencing homelessness (PEH) in Vista. The agreement with Exodus Recovery expires on October 31, 2024.

On August 12, 2024, a Request for Proposals (RFP) (Exhibit 4) to solicit a provider for citywide homeless outreach services was published on the City’s website and online procurement portal OpenGov, and three proposals were received:
•San Diego Rescue Mission, Inc. – San Diego, CA
•Retread Housing Services – Vista, CA
•Social Work Action Group (SWAG) – Riverside, CA
Raters of the proposals included City staff and a representative of the Regional Task Force on Homelessness (RTFH). The proposals and evaluation scores are included as Exhibits 5 and 6, respectively.

The RFP solicited proposals which provided proactive street-based case management and coordination of citywide case conferencing utilizing a By-Name List (BNL) in conjunction with RTFH. Proposals were asked to describe how the service provider will achieve City objectives and services, including but not limited to the following:

1.Street-based outreach (including possible after-hours outreach) and case management services independently and in coordination with the County’s Health and Human Services Agency representatives, mental health providers, Vista COPPS Unit, Community Improvement Team, staff, and other local service providers as appropriate. These services will be provided in the field ensuring that clients are met in locations that suit their needs. These services will be low barrier following a Housing First approach.

2.Staff a position to receive and follow up with calls for referrals and citizen concerns regarding known PEH in the area.

3.Link clients to available housing, medical, mental health, addiction and recovery services, food, clothing, transportation, employment, Social Security Retirement/Social Security Disability, financial, and other appropriate services based on the client’s individual plan. Assist clients with enrolling in mainstream benefits and obtain identification (e.g. California Driver’s License, California Identification Card and/or Social Security card).

4.Assist clients to identify interim and permanent housing options that are appropriate for them, and work to obtain and maintain permanent housing with the client for a period of up to twelve months after housing placement. Develop a long-term support plan to ensure residents previously experiencing homelessness maintain housing and continue to achieve other personalized goals.

5.Develop a BNL of all individuals engaged with during outreach activities using data collected exclusively from City-funded activities. The BNL is to be used as a means of measuring how many individuals are actively experiencing homelessness in Vista, as well as tracking the inflow and outflow of these individuals. Lead monthly case conferencing with City staff and partners to coordinate resources and appropriate response to the various needs of PEH in Vista.

6.Attend regular public and private meetings, including the monthly Standing Committee Meeting on Homelessness and City Council Meetings, to review and discuss caseload and overall progress.

7.Attend regular Homeless Outreach events coordinated by the City and other partners to help connect PEH to necessary services.

8.Identify gaps in homeless services and assistance needs in Vista. In addition, develop a written report of recommendations for community and program improvements in support of the Strategic Plan. The report is due to City at the end of each contract term. 10/22/2024 D4 2 of 186

MEETING DATE: October 22, 2024 PAGE 3

SUBJECT: AGREEMENT WITH SAN DIEGO RESCUE MISSION, INC FOR CITYWIDE HOMELESS

OUTREACH SERVICES
Based on the evaluations of the RFP scorers, staff recommend approving an agreement with San Diego Rescue Mission (SDRM) to provide citywide homeless outreach services. SDRM will develop a BNL which is a comprehensive list of every PEH in Vista. Using information collected during outreach and shared with consent form the PEH, each person on the list will have a file that includes their name, unsheltered history, health, and housing needs. By maintaining a BNL, SDRM will be able to track and report the changing size and needs of PEH in Vista. In coordination with RTFH and the City, the BNL will prioritize PEH according to acuity and chronicity.

With the BNL and prioritized PEH, SDRM will engage with and provide individual case management to PEH in Vista. SDRM will also lead case conferencing on a regular basis with City staff and all Strategic Plan partners, and other homelessness service operators in Vista. Case conferencing will allow all Strategic Plan partners and stakeholders to collaborate and coordinate resources to meet the various needs identified in the BNL. Case conferencing will also foster close working relationships between all partners during daily operations of each partner.

SDRM will also provide housing assessments to all PEH engaged, with PEH entered into the County-wide Coordinated Entry System for possible matching to either Permanent Supportive Housing or Rapid Rehousing. In situations where the client has resources and can move directly into housing, SDRM will facilitate the transition from the street into housing.

SDRM will provide monthly reports detailing outcomes, which will include:
• Number of unduplicated individuals served
• Exits from street homelessness
• Exits to permanent housing
• Individuals maintaining housing after 12 months of housing placement • Demographics of those being served with a focus on diversity, Equity, and Inclusion • Number of people served through shower trailer events • Type of service interactions
• Progress on the BNL
• Success stories
• Community engagement activities

SDRM will attend all Standing Committee on Homelessness and City Council meetings with agendized homelessness items with updates on their work, including workshops related to the Strategic Plan to Address Homelessness.

FISCAL IMPACT: Approval of the staff report will appropriate $500,000 into the Housing & Homelessness Service Contract expense account (0010355.521040). $425,883 will be funded from General Fund unreserved fund balance (0010000.310410) and the remaining $74,117 will be funded through the recognition of additional AB 1484 Property Tax revenue (0010001.401970) based on updated estimates.

EXHIBITS:

1. City Council Resolution No. 2024- , approving an agreement with San Diego Rescue Mission, Inc, to provide citywide homeless outreach services

2. City Council Resolution No. 2024- , amending the Operating Budget for Fiscal Years 20234/24 and 2024/25

3. Agreement with San Diego Rescue Mission, Inc., to provide citywide homeless outreach services

4. 2024 Citywide Outreach RFP
10/22/2024 D4 3 of 186

MEETING DATE: October 22, 2024 PAGE 4
SUBJECT: AGREEMENT WITH SAN DIEGO RESCUE MISSION, INC FOR CITYWIDE HOMELESS

OUTREACH SERVICES

5.2024 Citywide Outreach Proposals

6.Proposal Evaluation Scores
10/22/2024 D4 4 of 186

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING AN AGREEMENT WITH SAN DIEGO

RESCUE MISSION, INC TO PROVIDE CITYWIDE HOMELESS OUTREACH

SERVICES
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. On March 10, 2020, the City Council adopted the Strategic Plan to Address Homelessness (Strategic Plan) that identified programs and practices that have proven successful elsewhere, but which are tailored for Vista.

B. The City published an RFP to solicit an outreach provider in continued support of the Homeless Outreach strategy of the Strategic Plan.

C. The City desires to contract with San Diego Rescue Mission, Inc to provide citywide homeless outreach services.

2. Action.

A. The contract with San Diego Rescue Mission, Inc is approved, and the Mayor is authorized to execute the agreement.

3.Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on October 22, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20241010151027
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
10/22/2024 D4 5 of 186
EXHIBIT 1

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, AMENDING THE OPERATING BUDGET
FOR FISCAL YEARS 2023/24 AND 2024/25
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. On June 27, 2023 the City Council adopted Resolution 2023-117 approving the Operating Budget for Fiscal Years 2023/24 and 2024/25.

B. The City Council desires to amend the Operating and Capital Project Budgets at this time to reflect changed circumstances.

2. Action.

A. The Operating Budget for Fiscal Years 2023/24 and 2024/25 is amended as set forth in Exhibit A.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on October 22, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20230814103001
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
10/22/2024 D4 6 of 186
EXHIBIT 2

RESOLUTION NO. 2024-

CITY COUNCIL FOR THE CHARTERED CITY OF VISTA
PAGE 1 EXHIBIT A

1. Account Number Account Description
Appropriation
Increase/(Decrease)
Revenue/Fund
Balance
Increase/(Decrease)
0010000.310410 FUNDBALANCE UNRSRVED/UNDESIGTD (425,883)$ 0010001.401970 AB 1484 PROPERTY TAX REVENUE 74,117$
0010355.521040 SERVICE CONTRACT 500,000.00$
Appropriations are hereby made and estimated revenues are hereby adjusted to fund the Citywide Outreach activities. 10/22/2024 D4 7 of 186

City Services (Non-Construction) (RFP)
1 of 10
San Diego Rescue Mission
[22422-6] 00022422 8

CONTRACT FOR SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: Daniel Sturman
Billing Contact: Daniel Sturman
The “Contractor”
San Diego Rescue Mission, INC, a
California nonprofit corporation,
120 Elm St
San Diego, CA 92101
Contact: Paul Armstrong

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in City’s Request for Proposals (“Exhibit A”).

2.2 Contractor desires to enter into this “Contract” with City for the Services.

2.3 The “Project” for which the Services are required is described in Exhibit A.

2.4 Contractor has submitted to City a Proposal to perform the Services dated August 30, 2024 (“Exhibit B”).

2.5 The “Contract Ceiling Price” is $500,000 per year.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for 12 calendar months (“Term”). The Term may be extended at the City’s option for an additional 12 months, in increments of City’s choice, for a maximum Term of 36 from the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

4.0 SCOPE
Contractor shall perform all Services including, labor, materials, software, supplies, reports, and documents for as may be required from time to time, in accordance with Exhibit A. The Services shall be complete, and all work, material and services not expressly called for in the 10/22/2024 D4 8 of 186
EXHIBIT 3

City Services (Non-Construction) (RFP) 2 of 10 San Diego Rescue Mission [22422-6] 00022422 8
Proposal which may be necessary to carry out the Contract in good faith, shall be performed by the Contractor at no increase in cost to City. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.

5.0 COMPENSATION

5.1 City shall pay Contractor on a time and material rate as set forth in Exhibit B for the Services to be performed.

5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.

5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in the quantity of any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this Contract.

5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications and appendices and all addenda setting forth any modifications or interpretations of any of these documents: Documents required under Exhibits A–E. 10/22/2024 D4 9 of 186

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7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit B.

8.0 ASSISTANCE BY CITY
All information, data, records, reports, and maps as are in possession of City and necessary for the carrying out of this work shall be available to Contractor without charge. City shall make available to Contractor members of its staff for consultation with Contractor in the performance of this Contract. City does not warrant that the information data, records, reports, and maps heretofore or to be provided to Contractor are complete or accurate and Contractor should satisfy itself as to accuracy and completeness. City and Contractor agree that City shall have no liability should any information, data, records, reports, and maps be inaccurate, incomplete, or misleading. Unless provided in Exhibit A, no other assistance shall be provided by City to Contractor.

9.0 STANDARD OF PERFORMANCE

9.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.

9.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.

10.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

10.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling. Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.

10.2 Contractor represents and warrants that all design professional services, if any, shall be provided by a person or persons duly licensed by the State of California to provide the type of services described in Exhibit A.

10.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to 10/22/2024 D4 10 of 186

City Services (Non-Construction) (RFP) 4 of 10 San Diego Rescue Mission [22422-6] 00022422 8
City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

10.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

10.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Contract. Neither Contractor nor Contractor’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.

10.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this Contract. This is a continuing obligation that survives the termination of this Contract.

11.0 CIVIL RIGHTS

11.1 Contractor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations hereinafter enacted.

11.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person’s race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.

11.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.

11.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.

11.5 Nothing in this section shall be interpreted as prohibiting bona fide occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest.

10/22/2024 D4 11 of 186

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11.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.

11.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend and hold harmless City, and its directors, officers, employees and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

12.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party (“Representative”). Any written or verbal directions or requests of City's Representative delivered to the Contractor’s Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.

13.0 ASSIGNMENT AND SUBCONTRACTING

13.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

13.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor. Nothing contained in this Contract shall create any contractual relationship between City and any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager’s designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager’s designee. 10/22/2024 D4 12 of 186

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14.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations.

15.0 FINANCIAL RECORDS

15.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor’s performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.

15.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its Representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.

16.0 OWNERSHIP OF DOCUMENTS

16.1 Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, computer code, and detailed calculations developed under this contract, are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and hereby assigns, waives, and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services. If Contractor is providing copyrighted, proprietary materials in the performance of the Services, then the intellectual property provisions of Exhibit B shall prevail over the provisions of this section.

16.2 Contractor represents that it has secured all necessary licenses, consents, or approvals to use the components of any intellectual property, including computer software, used in the rendering of services and the production of the work product produced under this Contract, and that City has full legal title to and the right to reproduce such materials. The Contractor covenants to defend, indemnify and hold City harmless of any loss, claim or liability in any way related to a claim that they are violating or have violated any federal, state or local laws, or any contractual provisions, relating to trade names, licenses, franchises, patents or other means of protecting interests in products or inventions. Contractor shall bear all costs 10/22/2024 D4 13 of 186

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arising from the use of patented, copyrighted, trade secret or trademarked materials, equipment, devices, or processes used on or incorporated in the services and materials produced under this Contract. In case such materials, equipment, devices, or processes are held to constitute an infringement and their use is enjoined, Contractor, at its expense, shall: (a) secure for City the right to continue using the materials by suspension of any injunction or by procuring a license or licenses for the City; or (b) modify the materials so that they become non-infringing.

17.0 CONFIDENTIALITY

17.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.

17.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor’s scope of Services. Contractor will not disclose any information prepared for City or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.

18.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively “Conflict Laws”). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.

Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term “City Official” shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract.

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City Services (Non-Construction) (RFP) 8 of 10 San Diego Rescue Mission [22422-6] 00022422 8

20.0 INDEMNIFICATION

20.1 Contractor shall defend, indemnify and hold City and its officers, officials, employees, and volunteers (collectively, “Indemnitees”) harmless against any and all liability, loss, damage, fine, penalty, expense, claim or cost (including without limitation costs and fees of litigation) of every nature (collectively, “Liability”) arising out of or in connection with this Contract or its performance, including defects in design, except: (1) Liability caused by Indemnitees’ sole negligence or willful misconduct; or (2) for Liability caused by Indemnitees’ active negligence, in which case the indemnity received by Indemnitees shall be reduced by the amount: (i) that Indemnitees’ active negligence contributed to the Liability on a comparative basis; or (ii) such other amount as may be required by law (“Duty of Indemnification”).

20.2 Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. In the event there is more than one person or entity named in the Agreement as a Contractor, then all obligations, liabilities, covenants, and conditions under this instrument shall be joint and several.

21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

22.0 SERVICE OF NOTICE

22.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party’s Representative or by overnight courier service to the Party’s address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.

22.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

23.0 LABOR LAW COMPLIANCE
California Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Contractor hereby certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for worker’s compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.”

24.0 SURVIVAL OF COVENANTS
Contractor’s obligations under Sections 16, 17 and 20 shall survive the termination of this Contract.
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City Services (Non-Construction) (RFP) 9 of 10 San Diego Rescue Mission [22422-6] 00022422 8

25.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

26.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

27.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.

28.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.

Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).

29.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding between the Parties. No modification, amendment, or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.

[Continued on page 10.]

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City Services (Non-Construction) (RFP) 10 of 10 San Diego Rescue Mission [22422-6] 00022422 8

30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN B. FRANKLIN, MAYOR

ATTEST:

KATHY VALDEZ, CITY CLERK

By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY

By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER

By:
“Contractor”

SAN DIEGO RESCUE MISSION, INC, a
California nonprofit corporation

By:

Name/Title

By:

Name/Title

APPROVED
Walter C. Chung
20241001151321

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00022422 8 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 1
City of Vista
Housing & Homeless Services Division

STRATEGIC PLAN TO ADDRESS HOMELESSNESS:

Street Outreach

Request for Proposals

RFP GUIDELINES

Applications Available August 12, 2024

Application Due Date August 30, 2024

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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 2
I. INTRODUCTION AND PURPOSE
The City of Vista (“City”) is soliciting written proposals from qualified service providers to provide street outreach and case management services while utilizing trauma-informed and person-centered approaches to connect Persons Experiencing Homelessness (PEH) within the city of Vista with appropriate resources.

Practices and approaches to street outreach shall be aligned with the Continuum of Care’s Community Outreach Standards.

City Overview
The City of Vista is located seven miles inland from the Pacific Ocean in northern San Diego County and is approximately 19 square miles with a population of 99,723 (CA Department of Finance, 2024). The City operates its own Fire Department and contracts with the San Diego Sheriff’s Department for law enforcement services. The City is an entitlement city that receives Community Development Block Grant (CDBG) funds; however, the City does not receive other federal funding sources such as HOME, HOPWA, or ESG. The Housing Authority of San Diego County administers Vista’s Section 8 Housing Choice Voucher program.

Background
At the 2018-2020 goal setting workshop, the City Council identified a need to develop a strategic plan to address homelessness. On March 10, 2020, the City Council adopted the Strategic Plan to Address Homelessness (Strategic Plan) which identifies three specific goals: (1) preventing homelessness; (2) improving quality of life, and (3) reducing homelessness.

This Request for Proposals (RFP) solicits the services of an experienced homeless services provider who will perform street outreach and case management at the City’s direction, coordinating with City staff and as necessary with the Regional Task Force on Homelessness (lead agency of the CoC), County of San Diego’s Health and Human Services Agency representatives, mental health and substance use providers, CalAIM providers, Workforce Development, public benefits administrators, and other community-based organizations. The Vista Sheriff's Department will assist in coordination, support and safety when addressing unsheltered homelessness as necessary or requested, in accordance with the Continuum of Care’s Policy Guidelines for Regional Response for Addressing Unsheltered Homeless Encampments throughout San Diego County.

II. CITY EXPECTATIONS
The City is seeking a service provider who has demonstrated expertise in working with and meeting the needs of those most vulnerable in our community, and who understands the unique needs of people who are experiencing homelessness (PEH). Experience working with and navigating the regional programs for PEH, as well as knowledge of the local community needs, ability to coordinate with multiple stakeholders, and understanding of the needs of the diverse groups within the population experiencing homelessness are required. The contracted service provider will be required to participate in regular meeting s, both public and private, at the direction of City staff. The contracted service provider will provide at minimum, a bi- annual report to the City Council that includes anonymized client data, detailed program activities, and itemized expenditures. Additional reporting metrics suggested by the selected provider are also encouraged.

This RFP sets forth the requirements of the solicited activities and contains the guidelines by which each proposal must include.

III. FUNDING AND METHOD OF PAYMENT
Services provided under the contract shall not exceed $500,000 annually, with services anticipated to begin 10/22/2024 D4 20 of 186

Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 3
on September 25, 2024. Proposals should describe the services the organization is able to commit to within the allocated budget. The selected service provider will submit invoices to the City, which must include a detailed breakdown of the services, the tasks, the hours, hourly rates, and all appropriate back up.

IV. ELIGIBILITY CRITERIA
Nonprofit organizations, Federally Qualified Health Centers, government agencies, and neighborhood organizations with experience working with PEH utilizing a trauma-informed and person-centered approach, are eligible to apply. Proposals should incorporate a combination of program management, street outreach, and peer support personnel. A Licensed Clinical Social Worker on staff in a management role is preferred.

Proposers must be knowledgeable of housing programs, including County Section 8 Housing Choice vouchers and local homeless service programs. Nonprofits must be incorporated as a nonprofit in California by the proposal submittal date.

Respondents to the RFP must be able to sign the City’s standard contract for services (sample included as Exhibit A). As specified in the contract, General Liability Insurance, Automobile Liability Insurance and Workers Compensation Insurance are required at the time of the execution of the standard contract for services.

V. SCOPE OF SERVICES
The City is seeking to partner with an organization that can provide full-time outreach workers to conduct proactive street-based case management and coordinate city wide case conferencing utilizing a By-Name- List, work with the Vista Sheriff’s Department at the City’s direction, along with other agencies that regularly come into contact with PEH. The role of the service provider will be to provide support for PEH within the City, connect people to the services they need in order to make meaningful steps towards exiting homelessness, and develop a By-Name List using data collected exclusively from the City-funded program.

The goal of these services is to create a clear pathway to permanent housing and helping to ensure long term housing retention in order to make homelessness a rare, brief, and a onetime experience. Proposals shall describe how they will achieve the following City objectives and services.

• Provide street-based outreach and case management services independently and in coordination with the County’s Health and Human Services Agency representatives, mental health providers, Vista COPPS Unit, and other local service providers as appropriate. These services will be provided in the field ensuring to meet the client where they are needed. These services will be low barrier following a Housing First approach.

• Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area.

• Complete a comprehensive Biopsychosocial assessment for each client and develop a detailed individual service plan that includes but is not limited to: identifying barriers to housing, physical, dental, and behavioral health needs, and income goals. The plan shall include a timeline and measures for achieving each client goal and strategies to address current barriers to housing. Review and update each case plan to monitor progress towards goals as the clients’ needs change. Empower clients to become involved in their own planning and goal setting. The City of Vista will require the service provider to utilize the County-wide Coordinated Entry System (CES), timely and complete entry of client-level data through HMIS (Clarity) according to standard guidelines set forth by RTFH, as well as service provider’s additional client assessment and tracking tools as necessary. All data collected must be shared with designated City staff aside from their entry into Clarity.
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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 4

• Link clients to available housing, medical, mental health, addiction and recovery services, food, clothing, transportation, employment, Social Security Retirement/Social Security Disability, financial, and other appropriate services based on the client’s individual plan. Assist clients with enrolling in mainstream benefits and obtain identification (e.g. California Driver’s License, California Identification Card and/or Social Security card). Assisting clients with no or minimal income to obtain income is a priority and is a key factor in longer-term housing stability. Proposer should include flex funds in their proposed budget to assist with these services, including costs for storage of personal property and pet care.

• Provide ongoing case management related services to clients, to include: advocacy and support to assist with removing barriers and achieving stated goals; ongoing assessment of individual needs including housing stability, mental and physical health needs, substance use treatment, and overall safety; development and review of their service plans, coordination of service plan items; coordination, referral and connection to other service providers and community resources; crisis intervention services; and liaison or advocacy services to help remove barriers for clients. This includes communication with other community service providers, medical and mental health providers, treatment and recovery providers and family members.

• Assist clients to identify interim and permanent housing options based on their individualized service plan and coordinate with City staff, including the Housing Specialist, to identify available housing options that are appropriate for clients, and work to obtain and maintain permanent housing with the client for a period of up to twelve months after housing placement. Develop a long-term support plan to ensure residents previously experiencing homelessness maintain housing and continue to achieve other personalized goals.

• Develop a By-Name List of all individuals engaged with during outreach activities using data collected exclusively from City-funded activities. The By-Name List is to be used as a means of measuring how many individuals are actively experiencing homelessness, as well as the in- and out-flow of individuals experiencing homelessness, in Vista . Lead monthly case conferencing with City staff and partners to coordinate resources and appropriate response to the various needs of PEH in Vista.

• In addition to providing a homeless street outreach team, provide a multidisciplinary outreach team to engage with PEH in greatest behavioral and/or physical health needs which include, but are not limited to, severe mental illness, debilitating level of substance use disorder, and severe co-occurring conditions (e.g. mental illness and substance use disorder). The composition of the multidisciplinary team should include the combination of a clinical outreach specialist, peer support specialist, housing specialist, mental health clinician, nurse practitioner, medical triage/care professional, and/or substance use disorder counselor. The multidisciplinary team should be tailored to meet the significant needs of PEH engaged with the goal of resolving the unique issues that create a struggle for the PEH to engage with system resources and are in need intensive continuity of care.

• Maintain regular communication, both written and verbal, with the Vista COPPS unit and Housing & Homeless Services division staff. Attend regular public and private meetings, including the monthly Standing Committee Meeting on Homelessness and City Council Meetings, to review and discuss caseload and overall progress.

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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 5
• Work with the Vista COPPS unit and Housing & Homeless Services division staff to maximize partnerships with other local service providers, community organizations and individuals to cultivate resources and stay connected to the changing needs of the community.

• Attend regular Homeless Outreach events coordinated by the City and other partners to help connect PEH to necessary services.

• Proposer understands that the Services entail repeated interactions with at-risk populations that may be experiencing mental health disorders or substance abuse issues. The successful Proposer is responsible for ensuring the safety of their personnel while performing the Services and for coordinating with the Vista Sheriff’s Department for law enforcement intervention, as-needed. The successful Proposer shall inform City staff of any threats and/or acts of violence that occurs between their personnel and PEH during the performance of the Services.

• Complete accurate and thorough documentation in a timely manner. Maintain documentation of client meetings and interactions, including conversations and progress towards goals. Maintain data on each program participant and program milestones, and provide reports and monthly invoices as required by the City. Proposer must also comply with RTFH guidelines when entering data into HMIS.

• Identify gaps in homeless services and assistance needs in Vista. In addition, develop a written report of recommendations for community and program improvements in support of the Strategic Plan. The report is due to City at the end of each contract term.

• Furnish and cover all costs for general office supplies, printing, and postage associated with normal office and service operations related to case management duties.

• Participate in community meetings related to the Strategic Plan to Address Homelessness or case management duties.

• Proposer must identify a primary point of contact responsible for communications with and reporting to the City and its designees.

VI. PROPOSAL SUBMISSION
To receive addenda and submit a Proposal, Proposer must register a free account with the City’s Electronic Bidding System, OpenGov Procurement, at https://secure.procurenow.com/portal/cityofvista . No hard copy proposals will be accepted. Once registered, Proposer must download the RFP while logged in under their own name and identification number to appear on the Electronic Prospective Bidders List as a “Prospective Bidder.” Proposers that fail to download the RFP will not appear on the Electronic Prospective Bidders List and their Proposal will be considered non-responsive. If a Proposer is unable to register or download the RFP from OpenGov Procurement, a Proposer representative may contact OpenGov Procurement to troubleshoot the problem.

All Proposal documents must be uploaded using OpenGov Procurement prior to the Proposal Submission Date as instructed in this solicitation. Once file(s) have been uploaded and the Submission Status shows as “Submitted” the submission is complete. At that point the Proposer will receive an email confirmation from OpenGov Procurement.

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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 6
The City reserves the right to extend the date by which proposals are due via addendum. To be considered, Proposals shall be submitted through OpenGov Procurement no later than the Proposal Submission Date.

OpenGov Procurement will determine the official time for the advertised Proposal Due Date and such determination will be final. Any Proposals not received in a timely manner on the Proposal Due Date, as described above, will not be considered.

Proposers understand that an award for this RFP is contingent upon the award of ERF3 to the City, and the City reserves the right to cancel this RFP at any time.

Questions on this RFP

All project related questions and requests for clarifications, changes, exceptions, and deviations to the terms and conditions set forth in this RFP shall be submitted via “Q&A” through the City’s Electronic Bidding System, OpenGov Procurement. Phone call questions will not be accepted. Answers to all submitted questions will be provided in an addendum through OpenGov Procurement. Questions must be submitted prior to the deadline specified in the RFP Schedule, above.

VII. PROPOSAL INSTRUCTIONS
Proposals should include at a minimum the following elements:

1. Cover letter. A cover letter shall summarize key elements and guarantee that key personnel will be committed to perform the required tasks throughout the duration of the contract. The cover letter shall be limited to two (2) pages and shall include a contact name, email, phone number and full address for the proposer. The cover letter must provide a brief overview of the proposer’s qualifications, list key personnel and areas of responsibility, demonstrate that the personnel have the knowledge and skills to provide street based case management, and housing stabilization services as described in this RFP, and emphasize similar contracts or projects that required the performance of similar tasks. The cover letter shall include a statement that the proposer can meet the City’s insurance requirements and is prepared to execute the City’s standard contract for services as written, and will not make any changes to the project term without authorization of the City. In cases, where a team member voluntarily leaves an agency, the proposer shall provide the City a proposal for a substitute team member subject to the approval of the City.

2. Approach. Provide a detailed description of the approach to the project, including suggested activities and methodologies to be used when providing the Services for PEH in the City of Vista. Such activities may include: strategies to engage with individuals who are unsheltered with considerations to the unique needs of the diverse groups within the unsheltered community; plans for coordinating with shelter and housing providers, treatment providers, employment and educational programs, legal services, and other government entities; use of proposed flex funds; approaches to local coordination with community service providers; plans for tracking demographic, quantitative and qualitative data; use of any evidenced based practices; evaluation criteria and any other elements the organization may propose. Proposals should cite previous experience with such work and take into consideration the objectives identified in the Scope of Services.

3. Staffing. Identify and describe program staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

4. Budget. Please provide a simple 12-month project budget describing staff rates and labor hour estimates. Identify staff benefits and administration costs, if applicable. Budget may include flex funds for client needs such as transportation, new identification cards, etc. The City will review budget 10/22/2024 D4 24 of 186

Release Date: August 12, 2024
Submittal Date: August 30, 2024
Strategic Plan to Address Homelessness:

Street Outreach 7
proposals to determine maximum value, effectiveness, approach, and performance of work within a reasonable budget. Proposals must identify potential milestones that will trigger payments due. Note in-kind supports if applicable, or if leveraging other existing resources is planned.

5.Schedule. Include a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence.

VIII.Review of Proposals
Proposals will be reviewed for completeness and according to the City’s evaluation criteria. Incomplete and/or late proposals may be disqualified. The City will review and evaluate all proposals for responsiveness to this RFP to determine whether the respondent possesses the professional qualifications necessary for the satisfactory performance of the services required. The City will also investigate qualifications of all respondents to whom the award is considered, and may request clarification of proposals directly from one or more proposers. In reviewing the proposals, the City will consider the following evaluation criteria (100 points total):
•Quality of the approach, clarity, rationale and feasibility (25 points) •Organization’s experience with projects of similar type (20 points) •Project staff experience and expertise (15 points)
•Proposed project schedule and outcomes (20 points)
•Budget and value of proposed work and deliverables for dollars invested (20 points) The City may conduct interviews as a part of the evaluation process.

IX.AWARD OF AGREEMENT
Upon completion of the review period, the City will notify the proposer whose proposal will be considered for further evaluation and negotiation. Any delay caused by proposer's failure to respond to direction from the City may lead to a rejection of the proposal.
a.If the City determines, after further evaluation and negotiation, to award the agreement, a contract for services agreement will be sent to the successful proposer for the proposer's signature. No proposal shall be binding upon the City until after the agreement is signed by duly authorized representatives of both the service provider and the City.
b.The City reserves the right to reject any or all proposals, and to waive any irregularity in a proposal. The award of the agreement will be based upon a total review and analysis of each proposal and projected costs.

Timeline for Submission and Award:

Activity Date
Public Notice announcing RFP August 12, 2024
Final Date for Submissions of Questions August 21, 2024 Proposal Submission Deadline August 30, 2024, 5:00 p.m. 10/22/2024 D4 25 of 186

Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 8
Interviews (if needed) September 3-6, 2024*
Selection and Funding Award September 9, 2024*
*Dates are subject to change
The City reserves the right to extend the date by which proposals are due via addenda.

X. RIGHT TO REJECT PROPOSALS
The City reserves the right to request additional information from proposers. By the act of submitting a proposal, proposers acknowledge and agree to the terms and conditions of this RFP and to the accuracy of the information they submit in response. The City reserves the right to reject any and all submittals, waive any irregularities in the submittal requirements, or cancel this RFP at any time.

XI. DISCLOSURE
All Proposals become the property of the City unless a return is specifically requested as specified in the following section. The City is a public agency subject to the disclosure requirements of the Public Records Act, California Government Code Section 6250 and following. These requirements include an exemption for "trade secrets". If any proprietary information is contained in or attached to the written proposal, it must be clearly identified. In order to protect trade secrets from disclosure, pursuant to a public Records Acts request, you must agree in writing to defend and indemnify the City of Vista if litigation results.

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EXHIBIT A
City of Vista Standard Contract for Services
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1 of 10 NAMEX City Services (Non-Construction) (RFP)
[22422-6] 00022422 8

CONTRACT FOR SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

The “Contractor”
NAMEX, statusx
Address Address
Contact: name

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered
municipal corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: workingname Billing
Contact: billingname

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in City’s Request for Proposals (“Exhibit A”).

2.2 Contractor desires to enter into this “Contract” with City for the Services.

2.3 The “Project” for which the Services are required is described in Exhibit A.

2.4 Contractor has submitted to City a Proposal to perform the Services dated proposaldate (“Exhibit B”).

2.5 The “Contract Ceiling Price” is $xx,xxx per year.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for xx calendar months (“Term”). The Term may be extended at the City’s option for an additional xx months, in increments of City’s choice, for a maximum Term of xx from the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

4.0 SCOPE
Contractor shall perform all Services including, labor, materials, software, supplies, reports, and documents for as may be required from time to time, in accordance with Exhibit A. The Services shall be complete, and all work, material and services not expressly called for in the 10/22/2024 D4 28 of 186

City Services (Non-Construction) (RFP) 2 of 10 NAMEX
[22422-6] 00022422 8
Proposal which may be necessary to carry out the Contract in good faith, shall be performed by the Contractor at no increase in cost to City. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.

5.0 COMPENSATION

5.1 City shall pay Contractor on a time and material rate as set forth in Exhibit B for the Services to be performed.

5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.

5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in the quantity of any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this Contract.

5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications and appendices and all addenda setting forth any modifications or interpretations of any of these documents: Documents required under Exhibits A–E. 10/22/2024 D4 29 of 186

City Services (Non-Construction) (RFP) 3 of 10 NAMEX
[22422-6] 00022422 8

7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit B.

8.0 ASSISTANCE BY CITY
All information, data, records, reports, and maps as are in possession of City and necessary for the carrying out of this work shall be available to Contractor without charge. City shall make available to Contractor members of its staff for consultation with Contractor in the performance of this Contract. City does not warrant that the information data, records, reports, and maps heretofore or to be provided to Contractor are complete or accurate and Contractor should satisfy itself as to accuracy and completeness. City and Contractor agree that City shall have no liability should any information, data, records, reports, and maps be inaccurate, incomplete, or misleading. Unless provided in Exhibit A, no other assistance shall be provided by City to Contractor.

9.0 STANDARD OF PERFORMANCE

9.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.

9.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.

10.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

10.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling. Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.

10.2 Contractor represents and warrants that all design professional services, if any, shall be provided by a person or persons duly licensed by the State of California to provide the type of services described in Exhibit A.

10.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to 10/22/2024 D4 30 of 186

City Services (Non-Construction) (RFP) 4 of 10 NAMEX
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City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

10.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

10.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Contract. Neither Contractor nor Contractor’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.

10.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this Contract. This is a continuing obligation that survives the termination of this Contract.

11.0 CIVIL RIGHTS

11.1 Contractor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act , the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations hereinafter enacted.

11.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person’s race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.

11.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.

11.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.

11.5 Nothing in this section shall be interpreted as prohibiting bona fide occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest. 10/22/2024 D4 31 of 186

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11.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.

11.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend and hold harmless City, and its directors, officers, employees and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

12.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party (“Representative”). Any written or verbal directions or requests of City's Representative delivered to the Contractor’s Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.

13.0 ASSIGNMENT AND SUBCONTRACTING

13.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

13.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor. Nothing contained in this Contract shall create any contractual relationship between City and any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager’s designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager’s designee. 10/22/2024 D4 32 of 186

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14.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations.

15.0 FINANCIAL RECORDS

15.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor’s performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.

15.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its Representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.

16.0 OWNERSHIP OF DOCUMENTS

16.1 Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, computer code, and detailed calculations developed under this contract, are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and hereby assigns, waives, and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services. If Contractor is providing copyrighted, proprietary materials in the performance of the Services, then the intellectual property provisions of Exhibit B shall prevail over the provisions of this section.

16.2 Contractor represents that it has secured all necessary licenses, consents, or approvals to use the components of any intellectual property, including computer software, used in the rendering of services and the production of the work product produced under this Contract, and that City has full legal title to and the right to reproduce such materials. The Contractor covenants to defend, indemnify and hold City harmless of any loss, claim or liability in any way related to a claim that they are violating or have violated any federal, state or local laws, or any contractual provisions, relating to trade names, licenses, franchises, patents or 10/22/2024 D4 33 of 186

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other means of protecting interests in products or inventions. Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked materials, equipment, devices, or processes used on or incorporated in the services and materials produced under this Contract. In case such materials, equipment, devices, or processes are held to constitute an infringement and their use is enjoined, Contractor, at its expense, shall: (a) secure for City the right to continue using the materials by suspension of any injunction or by procuring a license or licenses for the City; or (b) modify the materials so that they become non-infringing.

17.0 CONFIDENTIALITY

17.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.

17.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor’s scope of Services. Contractor will not disclose any information prepared for City or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.

18.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively “Conflict Laws”). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.

Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term “City Official” shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract. 10/22/2024 D4 34 of 186

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20.0 INDEMNIFICATION

20.1 Contractor shall defend, indemnify and hold City and its officers, officials, employees, and volunteers (collectively, “Indemnitees”) harmless against any and all liability, loss, damage, fine, penalty, expense, claim or cost (including without limitation costs and fees of litigation) of every nature (collectively, “Liability”) arising out of or in connection with this Contract or its performance, including defects in design, except: (1) Liability caused by Indemnitees’ sole negligence or willful misconduct; or (2) for Liability caused by Indemnitees’ active negligence, in which case the indemnity received by Indemnitees shall be reduced by the amount: (i) that Indemnitees’ active negligence contributed to the Liability on a comparative basis; or (ii) such other amount as may be required by law (“Duty of Indemnification”).

20.2 Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. In the event there is more than one person or entity named in the Agreement as a Contractor, then all obligations, liabilities, covenants, and conditions under this instrument shall be joint and several.

21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

22.0 SERVICE OF NOTICE

22.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party’s Representative or by overnight courier service to the Party’s address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.

22.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

23.0 LABOR LAW COMPLIANCE
California Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Contractor hereby certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for worker’s compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.”

24.0 SURVIVAL OF COVENANTS
Contractor’s obligations under Sections 16, 17 and 20 shall survive the termination of this Contract.
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25.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

26.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

27.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.

28.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.

Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).

29.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding between the Parties. No modification, amendment, or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.
[Continued on page 10.]
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30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.
“City”
CITY OF VISTA, a chartered
municipal corporation
By:

JOHN CONLEY, CITY MANAGER
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER
By:
“Contractor”
NAMEX, statusx
By:

Name/Title
By:

Name/Title
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00022422 8 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS
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00022422 8 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL
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00022422 8 Exhibit C, Page 1 of 3

EXHIBIT C

INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor’s Duty of Indemnification .

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1.Commercial General Liability (“CGL”): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.

2.Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

3.Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

5. Sexual Abuse and Molestation Coverage with a limit of no less than $1,000,000 per occurrence.

If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer to reduce or eliminate such deductibles or self-insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
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00022422 8 Exhibit C, Page 2 of 3

1.T he City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.

2.For any claims related to this Project, the Contractor’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3.Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1.The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2.Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3.If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4.A copy of the claims reporting requirements must be submitted to City for review.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by City before work 10/22/2024 D4 41 of 186

00022422 8 Exhibit C, Page 3 of 3
commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances. 10/22/2024 D4 42 of 186

00022422 8 Exhibit D

AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS [Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700

NOT APPLICABLE TO THIS CONTRACT
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00022422 8 Exhibit E

EXHIBIT E

SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:

1. State of California grant conditions, as attached.

2. Federal grant conditions, as attached.

3. Other conditions, as attached.

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00022422 8 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL
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Approach
Strategic outreach is a part of a larger approach that includes low barrier shelter, holistic rehabilitation and after care support.

SDRM is a regional leader in strategic outreach. This first began in 2020 when SDRM was contracted by the Little Italy Association to provide outreach services. The key to SDRM’s success was using the CoC Street Outreach Standards. The outreach staff demonstrated the power of doing street-based case management. The team participated in coordinated case conferencing held weekly with other City of San Diego outreach workers. With the addition of shower trailers to the outreach efforts, SDRM increased its impact by including viable volunteer opportunities enabling the community to participate. SDRM does not believe in simply offering a service. Services must be connected to a system of care with the goal of moving a person from homelessness to a thriving community member. Coordination with other service providers and shelter placement are a part of shower trailer operations.

When SDRM was preparing for a Lighthouse to open in National City, SDRM began using the shower trailer and encouraging the use of outreach standards to influence coordinated outreach events across South County. SDRM was seen as a bridge builder and improved the overall effectiveness of outreach. When the Lighthouse opened in 10/22/2024 D4 48 of 186

June 2024, trust and collaboration between SDRM, various city staff and other service providers resulted in a noticeable impact.

SDRM is committed to bringing this quality of effort and services to the City of Vista.

Collaboration
A key reason for the success seen in both outreach and at the Lighthouses is SDRM’s ability to collaborate. SDRM facilitates meetings and coordination efforts at both Lighthouses and always integrates when doing outreach with other providers already serving in a geographic area.

Because of this contract's nature, SDRM has a Coordinator position in the project to stay connected and manage relationships with other agencies. The Pro gram Manager will have the lead in building trust and facilitating relationships. The Coordinator will provide administrative support and assist in day-to-day collaboration to allow the Program Manager to maintain a strategic focus.

The relationship with city staff will be critical. In situations where the city has an established relationship, SDRM will support and maintain the relationship. When there is an informal relationship or no relationship with a critical stakeholder, SDRM will engage. If appropriate, SDRM will recommend establishing a Memorandum of Understanding to enable accountability and set expectations in the relationship.

The request for proposal specifically mentioned partnerships with County Health and Human Service Agency, CalAIM providers, mental health providers, Vista COPPS Unit and other service providers. SDRM currently works with these agencies minus Vista COPPS. In South County, SDRM has collaborated on outreach efforts with the County Sheriff’s Department. Specifically for North County, these relationships are managed through SDRM’s efforts at the North County Lighthouse.

Upon request, SDRM can provide additional details about the work being done in Oceanside and South County regarding collaboration.

By-Name List
SDRM advocates for by-name lists. In August 2024, SDRM hosted a Mayor’s Symposium with all 18 cities represented. SDRM challenged the mayors to have a by- name list and offered support to help them review certain cases on the list to help move the PEH forward.

SDRM will work with the City of Vista to develop a by-name list to enable focused effort on those who are disproportionally impacting the rest of the community because of being identified as high utilizers of services.

Information Technology
SDRM has a robust data integration strategy. SDRM uses the Homeless Management Information System (HMIS) to include the Coordinated Entry System (CES). It also uses 10/22/2024 D4 49 of 186

Mission Tracker, a case management software with data sharing capabilities. Currently, SDRM pushes quantitative data from Mission Tracker into HMIS. Mission Tracker also has the Biopsychosocial assessment and the self-sufficiency matrix integrated to facilitate a single depository of client information.

SDRM is currently working with 211 San Diego for enhanced data integration. By November 2024 SDRM will have a single login capability with Mission Tracker and the Community Information Exchange (CIE) with bidirectional data exchange. While this will facilitate better referral tracking in the delivery of services, it will also enable tracking of client wellbeing beyond the recidivism data provided by HMIS. The goal is to have longitudinal data showing program efficacy and qualitative data via Case Note documentation.

Engagement
SDRM will utilize a multi-disciplinary approach in street outreach engagement. SDRM’s team will include a Program Manager, Outreach Lead, Outreach Worker and Coordinator. The Coordinator will facilitate other service providers to create a multidisciplinary team to be present and engaged. SDRM will always have at least two people working together when engaging in outreach. SDRM has also structured the team to manage, engage and work the by-name list.

SDRM has a rich history of hiring people with lived experience of homelessness. Our budgeted positions do not include a Peer Support Specialist. This is because SDRM will prioritize hiring people with lived experience, especially in the Outreach Lead and Outreach Worker positions.

Case Management and Case Conferencing
With the prioritized lists, SDRM will engage in street-based case management. Because this will be a collaborative effort, SDRM will facilitate the conversation on who will have the lead in the individual case management, assuming there may be a partner organization better positioned to serve.

All case management expectations outlined in the RTFH community standards will be utilized in serving PEH as a part of this project. This includes but is not limited to:
• Create an individualized plan with goals developed through a person-centered, strength-based, and trauma-informed approach. This will include a timeline and measurement of goal attainment accomplished in partnership with the PEH. • Specifically develop a housing plan identifying barriers and opportunities for housing. This will include entry into CES.
• Specifically develop an income strategy to enable ongoing f inancial stability. • Utilize HMIS for tracking and reporting purposes for the City of Vista. This includes getting information to understand the basic demographic and history of the PEH.
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• Help the person get connected to the appropriate resources such as (but not limited to) medical, mental health, shelter, addiction and recovery services, food, clothing, transportation, employment, Social Security Retirement/Social Security Disability, and financial assistance based on the client’s individual plan. • Assist the client in obtaining appropriate identification and key documents to include (but not limited to) California Driver’s License, California Identification Card and/or Social Security card.
• Monitor and report via the self-sufficiency matrix the degree to which the client is gaining self-sufficiency.
• When possible, a biopsychosocial assessment will be conducted to provide insight and support the individual plan. While this should be possible with a multidisciplinary team, it should be noted that at no time will a client’s autonomy be violated. A client’s refusal to participate in a screening or assessment will not be a factor in whether they receive services.

SDRM staff are trained in motivational interviewing to facilitate case management. This will be expected and encouraged for all organizations engaging with PEH in street outreach.

SDRM understands the complexity of issues facing PEH. In addition to trauma, there can be behavioral health concerns and substance use. This is why SDRM utilizes a relational model and supports the CoC community standards. Success comes through a trusting relationship between the service provider and the PEH. SDRM does this regularly in both outreach and shelter operations. At the same time, safety is a priority and SDRM ensures to inform City staff of any threats or acts of violence between SDRM personnel and PEH during service delivery.

Case conferencing will happen for the overall by-name list on a regular basis. Ideally, this would be weekly, but at least bi-weekly based on city staff and collaborative partners’ availability. SDRM values collaboration- connecting the right organization with the right person who can build trust, thus resulting in people moving forward. SDRM is committed to a multidisciplinary approach with effective partners who are willing to engage and build trust.

When appropriate, both the flexible funding pool and the family reunification funding offered in the proposal will be utilized to help the client achieve their goals toward ending their homelessness and ensuring long-term stability. SDRM is receiving the flex fund training from RTFH and has actively participated in family reunification efforts.

Shelter, Programs and Temporary Housing
SDRM would request priority placement in the Navigation Center operated in Vista.

SDRM will work with the shelter network and other temporary housing opportunities to place individuals and help get them off the streets immediately. This includes access to SDRM’s Lighthouses and Mission Academy.
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In cases where it is appropriate, the case management responsibilities will shift to the shelter or temporary housing program. This will happen through a case conferencing process to determine whether the client will be able to obtain their long-term goals at the shelter or program they are entering.

If the housing plan includes utilizing funding from the City of Vista, case management responsibilities will stay with SDRM in partnership with the shelter or program until the person is housed.

Housing Stabilization
Housing assessments will be conducted on all individuals being engaged. As appropriate, PEH will be entered into CES for possible matching to either Permanent Supportive Housing (PSH) or Rapid Rehousing (RRH).

In situations where the client has resources and can move directly into housing, SDRM will facilitate the transition from the street into housing.

SDRM will case conference specifically with the City of Vista to develop an individualized plan to move PEH into stable housing.

Transportation
SDRM will procure one van and provide other transportation to support this effort. The van will be used to transport clients as needed.

Community Outreach
SDRM will make sure all contact information is well communicated to the community.

The goal will be for the community to know who to call if they have concerns or identify PEH and would like to get them connected to services.

SDRM will also look for ways to build relationships with the community of PEH with the goal of building trust and encouraging self-referrals for individuals who decide to get on a path to ending their homelessness.

Communication and Engagement
The Program Manager will build trust and maintain communication with all key stakeholders and will be the primary point of contact for the City of Vista. The Project Manager will also attend all meetings designated by the City of Vista to include the monthly Standing Committee Meeting on Homelessness and City Council Meetings.

Reporting and Evaluation
SDRM will provide a monthly report detailing outcomes. The following items will be reported:
• Number of unduplicated individuals served
• Exits from street homelessness
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• Exits to permanent housing
• Individuals maintaining housing after 12 months of housing placement • Demographics of those being served with a focus on Diversity, Equity and Inclusion
• Number of people served through shower trailer events • Type of service interactions
• Progress on the by-name list
• Success stories
• Community engagement activities
SDRM sees the reporting as an opportunity for dialogue with the City of Vista and would work to develop a report that is meaningful and demonstrates impact.

SDRM will also provide quarterly reports assessing the overall quality of the homeless service ecosystem and provide recommendations for any system gaps or needs identified while executing the contract.

The goal of SDRM is to be a partner with the City of Vista in addressing homelessness resulting in a change in the state of homelessness where it is rare, brief and non - recurring.

De-Commissioning of the Program
SDRM will plan on this service contract being successful and will work with the City of Vista and the staff SDRM hires to have a plan in anticipation of its success. SDRM will be looking to develop a planned end date. There will be a celebration event to acknowledge the incredible work done by the City of Vista, SDRM and all the organizations and community members who made it possible.

Additional Support from SDRM
SDRM will also be looking to leverage a shower trailer program known as Hub Spots in the City of Vista. This is a partnership with a church who will host the shower trailer and provide a bridge for PEH to connect with homeless services. This is primarily volunteer driven. It enables SDRM to increase impact by increasing opportunities for PEH to get connected.

SDRM operates both shelter and outreach operations in the City of Oceanside. SDRM will look for opportunities to coordinate and collaborate with both cities to increase impact.

SDRM will leverage in-kind donations to offset any costs.

SDRM will utilize volunteers when safe and appropriate. SDRM has found this creates connection and helps the larger community feel they are a part of the solution. SDRM has a robust volunteer program and process to ensure safety of all involved.

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Other Items of Interest
CalAim. SDRM is currently working with Molina to provide services through CalAim. In the situation where SDRM can bill MediCal for services, it will. Contract funds that would have been spent if not able to bill will be available for SDRM and the City of Vista to redirect as appropriate.

Coordination. SDRM will additionally coordinate our outreach efforts with the team that receives the Encampment Resolution Funding Program, Round 3 (ERF3).

Mandated reporter. SDRM acknowledges the population being served is vulnerable.

SDRM has training and is mandated to report any abuse of children or older/disabled adults.

Standard expectations. All service providers should operate and SDRM does operate in a person-centered, trauma informed and strength-based approach. The County of San Diego operates in a Housing First environment. SDRM is committed to operating in this environment with the goal of helping people exit homelessness and become thriving members of the community.

Structural Issues. SDRM strives to help people get connected to the social services they need. This is especially true for behavioral health and substance use treatment.

SDRM continues to advocate for more effective processes and integration of these services into the homeless service system. This is being stated in lieu of making bold promises of connecting people to these resources. While there continues to be progress in this area, there is still a lot of work to be done. SDRM will work with the City of Vista to identify growth areas with the goal of strengthening the overall system.

Conclusion
Thank you for taking the time to review this proposal. SDRM is grateful for the opportunity and looks forward to the chance to make an impact on the issue of homelessness for your great city.

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Staffing
The following provides the positions that will be involved in executing the Street Outreach Plan. It provides a brief description of the position’s responsibilities and the qualifications for the position.

For all positions lived experience of homelessness counts towards experience and education.

Positions
Vice President of Programs. This position is responsible for all direct service programs operated by SDRM. This includes Outreach Services, Lighthouse Operations, Mission Academy and Alumni Care. This position is covered in the administrative overhead costs. Time associated with this project will be commensurate with the level needed to address issues and ensure success in Street Outreach efforts.

Qualifications:
• Education: Minimum Master’s degree in Business Administration, Psychology, Ministry, Family Therapy or Social Work, or related field from an accredited institution.
• Experience: Minimum 5 years (increasingly management) full-time experience dealing with the homeless, substance abusers, mentally ill, and/or dually diagnosed. Supervisory experience, Senior management level experience, strategic planning and nonprofit experience required.

Director of Outreach. This position is responsible for the effective operation of all street outreach conducted by SDRM and reports to the Vice President of Programs.

This position is responsible for policies and procedures and staying connected with CoC, County and city efforts regarding coordinated outreach. This position is covered in the administrative overhead costs. Time associated with this project will be commensurate with the level needed to address issues and ensure success in Street Outreach efforts.

Qualifications:
• Education: Minimum Bachelor’s Degree in Social Work, Marriage and Family Therapy, Clinical Psychology or related field from an accredited institution, or commensurate experience (Master’s degree/commensurate experience preferred in above fields)
• Experience: Minimum 2 years full-time work experience with individuals experiencing homelessness, addiction challenges, mental illness and/or dual diagnosis is preferred. Nonprofit experience preferred.

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The following positions will be full-time for this project with at least 40 hours per week. These positions are a part of the submitted budget.

Program Manager (Exempt). This will be the lead position and will be the main staff responsible for the street outreach. This position will report to the Director of Outreach.

This position will manage reporting, coordinate with the City of Vista and manage the staff hired for this project.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work with supervisory experience; experience with individuals experiencing homelessness, is preferred.

Coordinator (Hourly). This position will be the liaison with other service providers and community support. This is to enable effective collaboration by having a staff person responsible for managing and coordinating these critical relationships.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work; experience with individuals experiencing homelessness, is preferred.

Outreach Lead (Hourly). This will be a street case manager who will lead direct street outreach within the City of Vista.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work; experience with individuals experiencing homelessness, is preferred.

Outreach Worker (Hourly). This position will support the work of the Outreach Lead and provide outreach services to those experiencing homelessness in the City of Vista.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work; experience with individuals experiencing homelessness, is preferred.

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Other Support
Additional staff support will be provided by the Director of Volunteer Services and the Social Service Director. Time associated with this project will be commensurate with the level needed to address issues and ensure program success. • The Director of Volunteer Services will provide opportunities when appropriate for volunteers to support efforts as outlined in the approach. • The Social Service Director will give additional guidance and the team about professional social services available for those being served . • SDRM is currently operating both outreach and shelter services in the City of Oceanside. While this will not provide direct support, it will offer indirect support as needed.
• When appropriate, SDRM will also leverage interns. SDRM has relationships with San Diego State University, Point Loma Nazarene University and the University of Southern California.

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Hiring Policy and Procedures
Objective
San Diego Rescue Mission (SDRM) believes that hiring qualified individuals to fill positions contributes to the overall success of the organization. Each employee is hired to make a significant contribution to SDRM. In hiring the most qualified candidates for positions, the following process should be followed.

Hiring Process and Procedures
Requisitions
Requisitions must be completed to fill SDRM positions. Requisitions must be initiated by the HR Manager and approved by the department vice president and then returned to the human resource (HR) department.

Personnel requisitions should indicate the following:
• Position title
• Position hours/shifts
• Exempt or nonexempt status of the position
• Reason for the opening
• Essential job functions and qualifications (or a current job description may be attached)
• Any special recruitment advertising instructions
Job postings
SDRM’s HR Department will create job postings that briefly describe the job opening and communicate SDRM’s brand. All job openings will be posted on SDRM’s website Careers page for external use and an email will be sent out internally when new positions open. Internal candidates will fill out required paperwork and attach updated resume before submitting to supervisor for approval. Jobs will remain posted until the position is filled. The HR department will be responsible for tracking all applicants and retaining applications and resumes as required.

Internal applicants
Current employees with a satisfactory employment status may apply for internal job openings. The consent of the employees’ manager and the HR department will be necessary for any internal candidate applying for an open position. Employees with less than one year of service with SDRM will not be eligible to move positions. 10/22/2024 D4 58 of 186

All applicants for a posted vacancy will be considered based on their qualifications and ability to perform the job successfully. Internal candidates who are not selected will be notified by the HR department.

Interview process
The HR department and the hiring manager will screen applications and resumes prior to scheduling interviews. Initial interviews are conducted by the hiring manager.

Candidate evaluations will be completed after each interview and retained with the application.

The HR department will notify applicants who are not selected for positions.

Reference checks
HR will conduct professional reference checks and employment verification on the top candidates based on the results of the candidate evaluation forms completed by the interviewers. At least three professional references are required from each candidate.

Job Offer
After a decision has been made to hire a candidate, a contingent offer will be made on the satisfactory completion of required background checks and screening. Background checks will be performed through ADP and fingerprinting done through DOJ/FBI. A drug screening and TB test will also be required for any open position.

Once the HR department receives satisfactory results from all required background checks and screening, candidates will be provided with information to start their onboarding and orientation process.
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Direct Services
6214 - Flexible Funding $50,000
6214 - Family Reunification $5,000
Subtotal $55,000
General Operating
6180 - Cellular Phone $3,600
6230 - Dues & Subscriptions (HMIS, Eponic, MT)$36,000
6370 - Outside Services (Traning and staff support)$1,200 6480 - Supplies $10,000
6520 - Vehicle Fuel $9,600
6550 - Vehicle Repairs & Maintenance $2,000
6550 - Vehicle Purchase (1 time cost)$35,000
Subtotal $97,400
Staffing (Fully burdened cost)
Manager ($75,000)$93,696
Coordinator ($27/hour)$71,936
Outreach Lead ($27/hour)$71,936
Outreach Worker ($22/hour)$61,509
$0
$0
$0
$0
$0
Subtotal $299,077
Project subtotal $451,477
Administrative overhead (10%)$45,148
Total Budget $496,625
Not to exceed $500,000
Over/Under $3,375
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Project Schedule
September 25, 2024. Contract awarded.

September-October 2024. Staff hired and onboarded. Vehicle acquired.

Task associated:
o All personnel identified and hired
o Onboarded and trained
o Office identified and set up to support operations.
o Van procured and prepared for operation.

November-December 2024. Mapping, prioritization and creation of a by-name list.

Task associated:
o Begin building relationships
o Review information available about people experiencing homelessness in the City of Vista
o Develop a by name list to prioritize efforts and resources o Develop a prioritized plan of engagement
Ongoing. Engage the individuals on the By-Name List, alongside partners, the Vista Sherrif’s Department and the City of Vista. The priority during this time is to end people’s homelessness and change the state of homelessness in the City of Vista.

Task associated:
o Engage with those on the by name list regardless of location within Vista o Work with each individual or family based on prioritization and create individual service plans for each client.
o Develop a written report of recommendations for community and program improvements at the end of the contract term.
o Hold regular case conferencing and partner meetings to facilitate collaboration and coordination of services. This includes the Standing Committee Meeting on Homelessness, Homeless Outreach Events and City Council Meetings, as well as other meetings required or directed by City Staff.

Quarterly. Evaluate and Adjust
Task associated:
o Evaluate the prioritization list
o Share anonymized client data, detailed program activities and itemized expenditures via a bi-annual report to the City Council. o Evaluate the by name list
o Evaluate outcome data
o Adjust operations based on the evaluations
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00022422 8 Exhibit C, Page 1 of 3

EXHIBIT C

INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor’s Duty of Indemnification.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1.Commercial General Liability (“CGL”): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.

2.Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

3.Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer to reduce or eliminate such deductibles or self-insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1.The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect 10/22/2024 D4 63 of 186

00022422 8 Exhibit C, Page 2 of 3
to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.

2.For any claims related to this Project, the Contractor’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3.Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1.The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2.Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3.If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4.A copy of the claims reporting requirements must be submitted to City for review.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. City reserves the right to require 10/22/2024 D4 64 of 186

00022422 8 Exhibit C, Page 3 of 3
complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances. 10/22/2024 D4 65 of 186

00022422 8 Exhibit D

AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS [Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700

NOT APPLICABLE TO THIS CONTRACT
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00022422 8 Exhibit E

EXHIBIT E

SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:

1. State of California grant conditions, as attached.

2. Federal grant conditions, as attached.

3. Other conditions, as attached.
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Release Date: August 12, 2024
Submittal Date: August 30, 2024
Strategic Plan to Address Homelessness:

Street Outreach 1
City of Vista
Housing & Homeless Services Division
STRATEGIC PLAN TO ADDRESS HOMELESSNESS:

Street Outreach
Request for Proposals

RFP GUIDELINES
Applications Available August 12, 2024
Application Due Date August 30, 2024
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EXHIBIT 4

Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 2
I. INTRODUCTION AND PURPOSE
The City of Vista (“City”) is soliciting written proposals from qualified service providers to provide street outreach and case management services while utilizing trauma-informed and person-centered approaches to connect Persons Experiencing Homelessness (PEH) within the city of Vista with appropriate resources.

Practices and approaches to street outreach shall be aligned with the Continuum of Care’s Community Outreach Standards.

City Overview
The City of Vista is located seven miles inland from the Pacific Ocean in northern San Diego County and is approximately 19 square miles with a population of 99,723 (CA Department of Finance, 2024). The City operates its own Fire Department and contracts with the San Diego Sheriff’s Department for law enforcement services. The City is an entitlement city that receives Community Development Block Grant (CDBG) funds; however, the City does not receive other federal funding sources such as HOME, HOPWA, or ESG. The Housing Authority of San Diego County administers Vista’s Section 8 Housing Choice Voucher program.

Background
At the 2018-2020 goal setting workshop, the City Council identified a need to develop a strategic plan to address homelessness. On March 10, 2020, the City Council adopted the Strategic Plan to Address Homelessness (Strategic Plan) which identifies three specific goals: (1) preventing homelessness; (2) improving quality of life, and (3) reducing homelessness.

This Request for Proposals (RFP) solicits the services of an experienced homeless services provider who will perform street outreach and case management at the City’s direction, coordinating with City staff and as necessary with the Regional Task Force on Homelessness (lead agency of the CoC), County of San Diego’s Health and Human Services Agency representatives, mental health and substance use providers, CalAIM providers, Workforce Development, public benefits administrators, and other community-based organizations. The Vista Sheriff's Department will assist in coordination, support and safety when addressing unsheltered homelessness as necessary or requested, in accordance with the Continuum of Care’s Policy Guidelines for Regional Response for Addressing Unsheltered Homeless Encampments throughout San Diego County.

II. CITY EXPECTATIONS
The City is seeking a service provider who has demonstrated expertise in working with and meeting the needs of those most vulnerable in our community, and who understands the unique needs of people who are experiencing homelessness (PEH). Experience working with and navigating the regional programs for PEH, as well as knowledge of the local community needs, ability to coordinate with multiple stakeholders, and understanding of the needs of the diverse groups within the population experiencing homelessness are required. The contracted service provider will be required to participate in regular meeting s, both public and private, at the direction of City staff. The contracted service provider will provide at minimum, a bi- annual report to the City Council that includes anonymized client data, detailed program activities, and itemized expenditures. Additional reporting metrics suggested by the selected provider are also encouraged.

This RFP sets forth the requirements of the solicited activities and contains the guidelines by which each proposal must include.

III. FUNDING AND METHOD OF PAYMENT
Services provided under the contract shall not exceed $500,000 annually, with services anticipated to begin 10/22/2024 D4 69 of 186

Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 3
on September 25, 2024. Proposals should describe the services the organization is able to commit to within the allocated budget. The selected service provider will submit invoices to the City, which must include a detailed breakdown of the services, the tasks, the hours, hourly rates, and all appropriate back up.

IV. ELIGIBILITY CRITERIA
Nonprofit organizations, Federally Qualified Health Centers, government agencies, and neighborhood organizations with experience working with PEH utilizing a trauma-informed and person-centered approach, are eligible to apply. Proposals should incorporate a combination of program management, street outreach, and peer support personnel. A Licensed Clinical Social Worker on staff in a management role is preferred.

Proposers must be knowledgeable of housing programs, including County Section 8 Housing Choice vouchers and local homeless service programs. Nonprofits must be incorporated as a nonprofit in California by the proposal submittal date.

Respondents to the RFP must be able to sign the City’s standard contract for services (sample included as Exhibit A). As specified in the contract, General Liability Insurance, Automobile Liability Insurance and Workers Compensation Insurance are required at the time of the execution of the standard contract for services.

V. SCOPE OF SERVICES
The City is seeking to partner with an organization that can provide full-time outreach workers to conduct proactive street-based case management and coordinate city wide case conferencing utilizing a By-Name- List, work with the Vista Sheriff’s Department at the City’s direction, along with other agencies that regularly come into contact with PEH. The role of the service provider will be to provide support for PEH within the City, connect people to the services they need in order to make meaningful steps towards exiting homelessness, and develop a By-Name List using data collected exclusively from the City-funded program.

The goal of these services is to create a clear pathway to permanent housing and helping to ensure long term housing retention in order to make homelessness a rare, brief, and a onetime experience. Proposals shall describe how they will achieve the following City objectives and services.

• Provide street-based outreach and case management services independently and in coordination with the County’s Health and Human Services Agency representatives, mental health providers, Vista COPPS Unit, and other local service providers as appropriate. These services will be provided in the field ensuring to meet the client where they are needed. These services will be low barrier following a Housing First approach.

• Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area.

• Complete a comprehensive Biopsychosocial assessment for each client and develop a detailed individual service plan that includes but is not limited to: identifying barriers to housing, physical, dental, and behavioral health needs, and income goals. The plan shall include a timeline and measures for achieving each client goal and strategies to address current barriers to housing. Review and update each case plan to monitor progress towards goals as the clients’ needs change. Empower clients to become involved in their own planning and goal setting. The City of Vista will require the service provider to utilize the County-wide Coordinated Entry System (CES), timely and complete entry of client-level data through HMIS (Clarity) according to standard guidelines set forth by RTFH, as well as service provider’s additional client assessment and tracking tools as necessary. All data collected must be shared with designated City staff aside from their entry into Clarity.
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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 4

• Link clients to available housing, medical, mental health, addiction and recovery services, food, clothing, transportation, employment, Social Security Retirement/Social Security Disability, financial, and other appropriate services based on the client’s individual plan. Assist clients with enrolling in mainstream benefits and obtain identification (e.g. California Driver’s License, California Identification Card and/or Social Security card). Assisting clients with no or minimal income to obtain income is a priority and is a key factor in longer-term housing stability. Proposer should include flex funds in their proposed budget to assist with these services, including costs for storage of personal property and pet care.

• Provide ongoing case management related services to clients, to include: advocacy and support to assist with removing barriers and achieving stated goals; ongoing assessment of individual needs including housing stability, mental and physical health needs, substance use treatment, and overall safety; development and review of their service plans, coordination of service plan items; coordination, referral and connection to other service providers and community resources; crisis intervention services; and liaison or advocacy services to help remove barriers for clients. This includes communication with other community service providers, medical and mental health providers, treatment and recovery providers and family members.

• Assist clients to identify interim and permanent housing options based on their individualized service plan and coordinate with City staff, including the Housing Specialist, to identify available housing options that are appropriate for clients, and work to obtain and maintain permanent housing with the client for a period of up to twelve months after housing placement. Develop a long-term support plan to ensure residents previously experiencing homelessness maintain housing and continue to achieve other personalized goals.

• Develop a By-Name List of all individuals engaged with during outreach activities using data collected exclusively from City-funded activities. The By-Name List is to be used as a means of measuring how many individuals are actively experiencing homelessness, as well as the in- and out-flow of individuals experiencing homelessness, in Vista . Lead monthly case conferencing with City staff and partners to coordinate resources and appropriate response to the various needs of PEH in Vista.

• In addition to providing a homeless street outreach team, provide a multidisciplinary outreach team to engage with PEH in greatest behavioral and/or physical health needs which include, but are not limited to, severe mental illness, debilitating level of substance use disorder, and severe co-occurring conditions (e.g. mental illness and substance use disorder). The composition of the multidisciplinary team should include the combination of a clinical outreach specialist, peer support specialist, housing specialist, mental health clinician, nurse practitioner, medical triage/care professional, and/or substance use disorder counselor. The multidisciplinary team should be tailored to meet the significant needs of PEH engaged with the goal of resolving the unique issues that create a struggle for the PEH to engage with system resources and are in need intensive continuity of care.

• Maintain regular communication, both written and verbal, with the Vista COPPS unit and Housing & Homeless Services division staff. Attend regular public and private meetings, including the monthly Standing Committee Meeting on Homelessness and City Council Meetings, to review and discuss caseload and overall progress.

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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 5
• Work with the Vista COPPS unit and Housing & Homeless Services division staff to maximize partnerships with other local service providers, community organizations and individuals to cultivate resources and stay connected to the changing needs of the community.

• Attend regular Homeless Outreach events coordinated by the City and other partners to help connect PEH to necessary services.

• Proposer understands that the Services entail repeated interactions with at-risk populations that may be experiencing mental health disorders or substance abuse issues. The successful Proposer is responsible for ensuring the safety of their personnel while performing the Services and for coordinating with the Vista Sheriff’s Department for law enforcement intervention, as-needed. The successful Proposer shall inform City staff of any threats and/or acts of violence that occurs between their personnel and PEH during the performance of the Services.

• Complete accurate and thorough documentation in a timely manner. Maintain documentation of client meetings and interactions, including conversations and progress towards goals. Maintain data on each program participant and program milestones, and provide reports and monthly invoices as required by the City. Proposer must also comply with RTFH guidelines when entering data into HMIS.

• Identify gaps in homeless services and assistance needs in Vista. In addition, develop a written report of recommendations for community and program improvements in support of the Strategic Plan. The report is due to City at the end of each contract term.

• Furnish and cover all costs for general office supplies, printing, and postage associated with normal office and service operations related to case management duties.

• Participate in community meetings related to the Strategic Plan to Address Homelessness or case management duties.

• Proposer must identify a primary point of contact responsible for communications with and reporting to the City and its designees.

VI. PROPOSAL SUBMISSION
To receive addenda and submit a Proposal, Proposer must register a free account with the City’s Electronic Bidding System, OpenGov Procurement, at https://secure.procurenow.com/portal/cityofvista . No hard copy proposals will be accepted. Once registered, Proposer must download the RFP while logged in under their own name and identification number to appear on the Electronic Prospective Bidders List as a “Prospective Bidder.” Proposers that fail to download the RFP will not appear on the Electronic Prospective Bidders List and their Proposal will be considered non-responsive. If a Proposer is unable to register or download the RFP from OpenGov Procurement, a Proposer representative may contact OpenGov Procurement to troubleshoot the problem.

All Proposal documents must be uploaded using OpenGov Procurement prior to the Proposal Submission Date as instructed in this solicitation. Once file(s) have been uploaded and the Submission Status shows as “Submitted” the submission is complete. At that point the Proposer will receive an email confirmation from OpenGov Procurement.

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Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 6
The City reserves the right to extend the date by which proposals are due via addendum. To be considered, Proposals shall be submitted through OpenGov Procurement no later than the Proposal Submission Date.

OpenGov Procurement will determine the official time for the advertised Proposal Due Date and such determination will be final. Any Proposals not received in a timely manner on the Proposal Due Date, as described above, will not be considered.

Proposers understand that an award for this RFP is contingent upon the award of ERF3 to the City, and the City reserves the right to cancel this RFP at any time.

Questions on this RFP

All project related questions and requests for clarifications, changes, exceptions, and deviations to the terms and conditions set forth in this RFP shall be submitted via “Q&A” through the City’s Electronic Bidding System, OpenGov Procurement. Phone call questions will not be accepted. Answers to all submitted questions will be provided in an addendum through OpenGov Procurement. Questions must be submitted prior to the deadline specified in the RFP Schedule, above.

VII. PROPOSAL INSTRUCTIONS
Proposals should include at a minimum the following elements:

1. Cover letter. A cover letter shall summarize key elements and guarantee that key personnel will be committed to perform the required tasks throughout the duration of the contract. The cover letter shall be limited to two (2) pages and shall include a contact name, email, phone number and full address for the proposer. The cover letter must provide a brief overview of the proposer’s qualifications, list key personnel and areas of responsibility, demonstrate that the personnel have the knowledge and skills to provide street based case management, and housing stabilization services as described in this RFP, and emphasize similar contracts or projects that required the performance of similar tasks. The cover letter shall include a statement that the proposer can meet the City’s insurance requirements and is prepared to execute the City’s standard contract for services as written, and will not make any changes to the project term without authorization of the City. In cases, where a team member voluntarily leaves an agency, the proposer shall provide the City a proposal for a substitute team member subject to the approval of the City.

2. Approach. Provide a detailed description of the approach to the project, including suggested activities and methodologies to be used when providing the Services for PEH in the City of Vista. Such activities may include: strategies to engage with individuals who are unsheltered with considerations to the unique needs of the diverse groups within the unsheltered community; plans for coordinating with shelter and housing providers, treatment providers, employment and educational programs, legal services, and other government entities; use of proposed flex funds; approaches to local coordination with community service providers; plans for tracking demographic, quantitative and qualitative data; use of any evidenced based practices; evaluation criteria and any other elements the organization may propose. Proposals should cite previous experience with such work and take into consideration the objectives identified in the Scope of Services.

3. Staffing. Identify and describe program staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

4. Budget. Please provide a simple 12-month project budget describing staff rates and labor hour estimates. Identify staff benefits and administration costs, if applicable. Budget may include flex funds for client needs such as transportation, new identification cards, etc. The City will review budget 10/22/2024 D4 73 of 186

Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 7
proposals to determine maximum value, effectiveness, approach, and performance of work within a reasonable budget. Proposals must identify potential milestones that will trigger payments due. Note in-kind supports if applicable, or if leveraging other existing resources is planned.

5. Schedule. Include a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence.

VIII. Review of Proposals
Proposals will be reviewed for completeness and according to the City’s evaluation criteria. Incomplete and/or late proposals may be disqualified. The City will review and evaluate all proposals for responsiveness to this RFP to determine whether the respondent possesses the professional qualifications necessary for the satisfactory performance of the services required. The City will also investigate qualifications of all respondents to whom the award is considered, and may request clarification of proposals directly from one or more proposers. In reviewing the proposals, the City will consider the following evaluation criteria (100 points total):

• Quality of the approach, clarity, rationale and feasibility (25 points) • Organization’s experience with projects of similar type (20 points) • Project staff experience and expertise (15 points)
• Proposed project schedule and outcomes (20 points)
• Budget and value of proposed work and deliverables for dollars invested (20 points) The City may conduct interviews as a part of the evaluation process.

IX. AWARD OF AGREEMENT
Upon completion of the review period, the City will notify the proposer whose proposal will be considered for further evaluation and negotiation. Any delay caused by proposer's failure to respond to direction from the City may lead to a rejection of the proposal.

a. If the City determines, after further evaluation and negotiation, to award the agreement, a contract for services agreement will be sent to the successful proposer for the proposer's signature. No proposal shall be binding upon the City until after the agreement is signed by duly authorized representatives of both the service provider and the City.

b. The City reserves the right to reject any or all proposals, and to waive any irregularity in a proposal. The award of the agreement will be based upon a total review and analysis of each proposal and projected costs.

Timeline for Submission and Award:

Activity Date
Public Notice announcing RFP August 12, 2024
Final Date for Submissions of Questions August 21, 2024 Proposal Submission Deadline August 30, 2024, 5:00 p.m. 10/22/2024 D4 74 of 186

Release Date: August 12, 2024
Submittal Date: August 30, 2024

Strategic Plan to Address Homelessness:

Street Outreach 8
Interviews (if needed) September 3-6, 2024*
Selection and Funding Award September 9, 2024*
*Dates are subject to change
The City reserves the right to extend the date by which proposals are due via addenda.

X. RIGHT TO REJECT PROPOSALS
The City reserves the right to request additional information from proposers. By the act of submitting a proposal, proposers acknowledge and agree to the terms and conditions of this RFP and to the accuracy of the information they submit in response. The City reserves the right to reject any and all submittals, waive any irregularities in the submittal requirements, or cancel this RFP at any time.

XI. DISCLOSURE
All Proposals become the property of the City unless a return is specifically requested as specified in the following section. The City is a public agency subject to the disclosure requirements of the Public Records Act, California Government Code Section 6250 and following. These requirements include an exemption for "trade secrets". If any proprietary information is contained in or attached to the written proposal, it must be clearly identified. In order to protect trade secrets from disclosure, pursuant to a public Records Acts request, you must agree in writing to defend and indemnify the City of Vista if litigation results.

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EXHIBIT A
City of Vista Standard Contract for Services
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CONTRACT FOR SERVICES
THIS “CONTRACT ” is entered into by and between the “Parties ” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084

Working Contact: workingname
Billing Contact: billingname
The “Contractor”

NAMEX, statusx
Address
Address

Contact: name

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in City’s Request for Proposals (“Exhibit A”).

2.2 Contractor desires to enter into this “Contract” with City for the Services.

2.3 The “Project” for which the Services are required is described in Exhibit A.

2.4 Contractor has submitted to City a Proposal to perform the Services dated proposaldate (“Exhibit B”).

2.5 The “Contract Ceiling Price” is $xx,xxx per year.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for xx calendar months (“Term”). The Term may be extended at the City’s option for an additional xx months, in increments of City’s choice, for a maximum Term of xx from the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

4.0 SCOPE
Contractor shall perform all Services including, labor, materials, software, supplies, reports, and documents for as may be required from time to time, in accordance with Exhibit A. The Services shall be complete, and all work, material and services not expressly called for in the 10/22/2024 D4 77 of 186

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Proposal which may be necessary to carry out the Contract in good faith, shall be performed by the Contractor at no increase in cost to City. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.

5.0 COMPENSATION

5.1 City shall pay Contractor on a time and material rate as set forth in Exhibit B for the Services to be performed.

5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.

5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in the quantity of any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this Contract.

5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications and appendices and all addenda setting forth any modifications or interpretations of any of these documents: Documents required under Exhibits A–E.

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7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit B.

8.0 ASSISTANCE BY CITY
All information, data, records, reports, and maps as are in possession of City and necessary for the carrying out of this work shall be available to Contractor without charge. City shall make available to Contractor members of its staff for consultation with Contractor in the performance of this Contract. City does not warrant that the information data, records, reports, and maps heretofore or to be provided to Contractor are complete or accurate and Contractor should satisfy itself as to accuracy and completeness. City and Contractor agree that City shall have no liability should any information, data, records, reports, and maps be inaccurate, incomplete, or misleading. Unless provided in Exhibit A, no other assistance shall be provided by City to Contractor.

9.0 STANDARD OF PERFORMANCE

9.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.

9.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.

10.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

10.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling. Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.

10.2 Contractor represents and warrants that all design professional services, if any, shall be provided by a person or persons duly licensed by the State of California to provide the type of services described in Exhibit A.

10.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to 10/22/2024 D4 79 of 186

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City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

10.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

10.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Contract. Neither Contractor nor Contractor’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.

10.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this Contract. This is a continuing obligation that survives the termination of this Contract.

11.0 CIVIL RIGHTS

11.1 Contractor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act , the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations hereinafter enacted.

11.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person’s race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.

11.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.

11.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.

11.5 Nothing in this section shall be interpreted as prohibiting bona fide occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest.

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11.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.

11.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend and hold harmless City, and its directors, officers, employees and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

12.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party (“Representative”). Any written or verbal directions or requests of City's Representative delivered to the Contractor’s Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.

13.0 ASSIGNMENT AND SUBCONTRACTING

13.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

13.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor. Nothing contained in this Contract shall create any contractual relationship between City and any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager’s designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager’s designee. 10/22/2024 D4 81 of 186

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14.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations.

15.0 FINANCIAL RECORDS

15.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor’s performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.

15.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its Representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.

16.0 OWNERSHIP OF DOCUMENTS

16.1 Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, computer code, and detailed calculations developed under this contract, are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and hereby assigns, waives, and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services. If Contractor is providing copyrighted, proprietary materials in the performance of the Services, then the intellectual property provisions of Exhibit B shall prevail over the provisions of this section.

16.2 Contractor represents that it has secured all necessary licenses, consents, or approvals to use the components of any intellectual property, including computer software, used in the rendering of services and the production of the work product produced under this Contract, and that City has full legal title to and the right to reproduce such materials. The Contractor covenants to defend, indemnify and hold City harmless of any loss, claim or liability in any way related to a claim that they are violating or have violated any federal, state or local laws, or any contractual provisions, relating to trade names, licenses, franchises, patents or 10/22/2024 D4 82 of 186

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other means of protecting interests in products or inventions. Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked materials, equipment, devices, or processes used on or incorporated in the services and materials produced under this Contract. In case such materials, equipment, devices, or processes are held to constitute an infringement and their use is enjoined, Contractor, at its expense, shall: (a) secure for City the right to continue using the materials by suspension of any injunction or by procuring a license or licenses for the City; or (b) modify the materials so that they become non-infringing.

17.0 CONFIDENTIALITY

17.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.

17.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor’s scope of Services. Contractor will not disclose any information prepared for City or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.

18.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively “Conflict Laws”). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.

Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term “City Official” shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract.

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20.0 INDEMNIFICATION

20.1 Contractor shall defend, indemnify and hold City and its officers, officials, employees, and volunteers (collectively, “Indemnitees”) harmless against any and all liability, loss, damage, fine, penalty, expense, claim or cost (including without limitation costs and fees of litigation) of every nature (collectively, “Liability”) arising out of or in connection with this Contract or its performance, including defects in design, except: (1) Liability caused by Indemnitees’ sole negligence or willful misconduct; or (2) for Liability caused by Indemnitees’ active negligence, in which case the indemnity received by Indemnitees shall be reduced by the amount: (i) that Indemnitees’ active negligence contributed to the Liability on a comparative basis; or (ii) such other amount as may be required by law (“Duty of Indemnification”).

20.2 Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. In the event there is more than one person or entity named in the Agreement as a Contractor, then all obligations, liabilities, covenants, and conditions under this instrument shall be joint and several.

21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

22.0 SERVICE OF NOTICE

22.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party’s Representative or by overnight courier service to the Party’s address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.

22.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

23.0 LABOR LAW COMPLIANCE
California Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Contractor hereby certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for worker’s compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.”

24.0 SURVIVAL OF COVENANTS
Contractor’s obligations under Sections 16, 17 and 20 shall survive the termination of this Contract.
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25.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

26.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

27.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.

28.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.

Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).

29.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding between the Parties. No modification, amendment, or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.

[Continued on page 10.]

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30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN CONLEY, CITY MANAGER
JOHN B. FRANKLIN, MAYOR

ATTEST:

KATHY VALDEZ , CITY CLERK

By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY

By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER

By:
“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

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00022422 8 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

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00022422 8 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

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00022422 8 Exhibit C, Page 1 of 3

EXHIBIT C

INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor’s Duty of Indemnification .

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (“CGL”): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

5. Sexual Abuse and Molestation Coverage with a limit of no less than $1,000,000 per occurrence.

If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer to reduce or eliminate such deductibles or self-insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
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00022422 8 Exhibit C, Page 2 of 3

1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.

2. For any claims related to this Project, the Contractor’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to City for review.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by City before work 10/22/2024 D4 90 of 186

00022422 8 Exhibit C, Page 3 of 3
commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.

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00022422 8 Exhibit D

AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS [Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700

NOT APPLICABLE TO THIS CONTRACT

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00022422 8 Exhibit E

EXHIBIT E

SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:

1. State of California grant conditions, as attached.

2. Federal grant conditions, as attached.

3. Other conditions, as attached.

10/22/2024 D4 93 of 186

Retread Housing Services
1237 Green Oak Road
Vista, CA 92081
August 29, 2024
To the City of Vista Staff and Proposal Review Committee, Since opening on March 4th of this year, Retread Housing Services has served 108 unique clients from the City of Vista. Most of these clients came from living on the streets or in their cars and over half of them had been homeless for a year or more.

At Retread, these clients were met with a warm shower, a clean bed, 3 meals a day, and loving staff. We were able to provide clients with support to help them achieve their personal goals. Retread case management services has helped clients rebuild their lives after living on the streets starting from the most basic stepping stones, including getting an ID, a social security card, a cell phone, and access to their bank account and benefits.

Through the BCNC, Retread has already been able to connect 40 individuals from the City of Vista to permanent or temporary housing. If Retread was granted the outreach contract, we would be able to kickstart these clients’ journeys to begin while they are still living on the streets so that by the time they enter the shelter, they are ready to focus on larger and harder to reach goals such as finding sustainable housing and long-term employment or training opportunities.

If granted the outreach contract, our case management services would have aligned goals from the time our clients were first met on the streets by outreach workers to the time that they found a permanent housing solution. We would be able to work cohesively as a team to ensure that our clients could smoothly transition from living in a homeless situation, to living in a shelter, to living in a home. With Retread facilitating both outreach case management and shelter case management, we would have the ability to promote deeper levels of safety, security, and trust between our clients and their case managers.

Retread Case Managers have exited 30% of our clients into permanent housing solutions, 9% of our clients into temporary housing solutions, and 16% of our clients into institutional situations where they can address immediate health concerns including addiction and other medical needs. In total, 55% of clients leave Retread with an improved situation. We 10/22/2024 D4 94 of 186
EXHIBIT 5

have experienced success at the BCNC. We have seen reunification of fathers and daughters, of sisters, of parents and children, of spouses. We have seen transformation of clients from experiencing substance use disorder on the streets to entering rehab and moving into permanent housing situations. We have seen clients experience health and growth by encouraging and empowering our residents and by connecting them to the resources that they need. We have helped our clients face immigration struggles, custody battles, mental health struggles, and addiction and we have celebrated success.

Should Retread enter into a contract for outreach services in the City of Vista, there would be a few changes needed at the BCNC. Norma Martinez would replace Marsha Duka as the Lead Case Manager, and a new case manager would be hired. Administrative Statitican Nanette Steenstra would split her time between the BCNC and Outreach. To ensure quality data and records are maintained, each Retread program would have a designated assistant to complete data entry and organizational tasks under Nanette’s direction. Retread would have one multi use office at Green Oak Ranch for storage of outreach supplies, phone reception, and any tasks or meetings that require a more private setting than is offered currently at the BCNC.

Retread is committed to meeting all insurance requirements as outlined in the RFP, and we are prepared to start an outreach program beginning in September of 2024. This proposal is scaled back significantly. In a perfect world, we would have access to significant flex funding, additional outreach supplies, a contingency fund, rapid rehousing money and funding for family reunification. But even without these incredibly valuable resources, we believe that Retread can offer the person centered, trauma informed care that is so desperately needed in our city and beyond. In the event that Retread is granted both outreach contracts, there will be an annual savings of approximately $90,000 per year, which we have reallocated for this program in the second budget proposal. We have also included a third budget, which outlines what we could do with $650,000 per year for a city wide outreach contract.

Thank you for your consideration,
Hannah Gailey
Executive Director
Retread Housing Services
[email protected]
760-525-8919
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Overview:Retread proposes to partner with the City of Vista to provide full-time outreach with proactive street-based case management. We are committed to a coordinated effort with the city and local agencies to provide the highest level of care to PEH in the designated areas of the City of Vista outlined in the RFP. Our intention is to know every PEH in the City of Vista by name, keep a by name list, and have a detailed record of each entered into HMIS Clarity/ CES according to RTFH Guidelines. We aim to provide individualized care and connection to local services while maintaining high quality data on the PEH in our region. Retread Outreach will provide housing retention services for up to 12 months, ensuring that PEH are not only matched with housing, but receive wrap around care to ensure the long term success of our clients. • Retread will provide two outreach teams, each with a vehicle, laptops and phones to perform street-based outreach services including transportation of clients within the designated area of the City of Vista. Outreach will follow a low-barrier, harm reduction, housing first approach, viewing each client as a valuable individual. Each team will be equipped to provide case management in the field, with one specialized team designated for crisis intervention including mental health emergencies, chronically homeless individuals and co-occurring disorders. All teams will maintain excellent relationships with the County’s Health and Human Services Agency representatives, mental health providers, Vista COPPS, and local service providers. All staff members will receive outreach training to meet the standards set forth by the San Diego CoC guidelines, including de-escalation, mental health first aid and Narcan administration.

Additionally, staff will be trained to recognize the signs of a mental health crisis or severe drug intoxication, including when to call for a specialized team in house and/or an outside organization such as the COPPS team or an agency specializing in mental health or addiction.

When appropriate, outreach workers will reach out to local organizations to join them, to enhance the services and case management opportunities for PEH.

Team 1: Program Director/ Case Manager & Peer Support Specialist Team Paul: Social Worker & Peer Support/ Addiction Specialist • Retread will provide one full time person to answer all calls from the City of Vista and Community members regarding PEH. Our phone receptionist will be equipped to answer questions about the BCNC as well as the Retread Outreach program, knowledgable of community programs and resources for PEH, and trained in de escalation, suicide prevention, and harm reduction. They will then either connect PEH to the Program Director, refer PEH directly to community resources, or call emergency services. 10/22/2024 D4 96 of 186

• Comprehensive Biopsychosocial assessment will be completed by a staff case manager or social worker at first encounter. Each client will be entered into CES/HMIS as soon as the initial encounter, and a VI SPDAT will be completed as soon as the client is willing and able to do so with a sound mind. Outreach workers will develop a detailed individual service plan for each client that includes but is not limited to: identifying barriers to housing, medical care needs, behavioral health issues, and income goals. The outreach worker will engage the client using motivational interviewing to set goals together to achieve client based milestones toward housing and life improvement. Together, clients and staff will identify barriers to housing and work towards achieving successful outcomes within a mutually agreed upon timeline. • Free services will be coordinated including the following:

EBT/ SNAP benefits
Social Security Benefits/ Disability
Mental Health Services
Homeless Court
Free ID
Mobile Medical/ Dental Care
Showers
Pet Care
Many of the listed services are available to clients of the BCNC, and Retread Outreach will leverage these services as often as possible to take advantage of the relationships, services and personnel that are already providing services for PEH in the City of Vista.

Building client income will be a critical part of the case management provided by staff. We will provide resume assistance, transportation to job fairs and job interviews, facilitate job training opportunities and encourage continued education and job training through local organizations and community colleges such as Mira Costa College and Palomar College.

Clothing, Hygiene items, food, beverages, harm reduction supplies, weather gear, backpacks, etc. will be provided as needed and stored in the office/ storage space rented on Green Oak Ranch Ministries. These everyday outreach supplies will be funded by a separate budget line item for Outreach Supplies, and donations will be sought whenever possible. • The primary purpose of the Retread Outreach program is to provide ongoing case management to PEH. This includes creating an individual service plan based on client goals with the ultimate goal in mind of getting each client permanently placed in affordable, safe, appropriate housing. In order to accomplish these goals in a collaborative way, case managers and outreach workers will need to make sure their clients are prepared to accept housing.

Clients will be connected to basic healthcare services including mental health, physical health, dental care, etc. Outreach workers will be prepared to coordinate services through local partners to make sure that wellness checks are available, prescriptions are current, and mental 10/22/2024 D4 97 of 186

health is being attended to. In the event that there is immediate care needed for a physical issue, OW will reach out to Live Well, VCC or Tru Care for mobile services or transport clients to a healthcare provider. Likewise, an immediate mental health crisis will require the intervention of Team Paul or a mental healthcare provider. In the event of a health or mental health related emergency, OW will contact the COPPS team and/or call 911.

Paperwork will need to be in order as well. OW will be prepared to assist with identification, social security, cal fresh, etc. They will also be well equipped to assist with required paperwork for identification, social services and housing.

If PEH are willing to enter treatment facilities for alcohol or drug addiction, OW will facilitate. If PEH are interested in a job or school, OW will get them a monthly transit pass, clean clothing and resources.

And of course, most importantly, OW will enter each and every client into CES and Clarity. OW will be trained well in completion of VI SPDATs and will monitor each client’s progress for up to 12 months after a PEH has been housed.

Every effort will be made to find housing for clients outside of Clarity as well, including home share programs, low income housing options, and family reunification. • Whenever possible, Retread will connect clients directly to permanent housing solutions. In many cases, clients who have been matched with housing through Clarity will benefit from more intense and frequent case management services while solidifying the housing plan. In these cases, outreach workers will coordinate with the BCNC to place clients in the BCNC as bridge housing to help expedite the housing match. This is one of the most incredible benefits of Retread having both the outreach contract and the operating contract for the BCNC. There will be considerable crossover between the two functions of Retread. We will seamlessly move clients from the street to the navigation center with continued support for our clients. Outreach staff will retain access to clients while at the BCNC and clients will benefit from having both teams assisting with their case. Additionally, when clients choose to accept housing at the BCNC before receiving a housing match, they will enter the BCNC with an up to date profile in HMIS/Clarity and ideally, a current, active VI SPDAT. This will reduce the time clients spend at the BCNC before being matched with housing resources. Furthermore, if clients are exited from the BCNC and return to the street, Retread will easily be able to continue case management through the outreach program. The synergy created through our organization will mean increased, ongoing, comprehensive care for our clients. • The Retread staff at the BCNC has experience successfully placing PEH in permanent housing, permanent supportive housing, addiction recovery and transitional housing based on clients’ individual service plans and goals. Retread Outreach will continue to use the same methods, and will seek outside funding for rapid rehousing and flex funds. Retread staff is looking forward to collaborating with city staff, community partners and the City of Vista Housing Navigator to identify housing options, encourage and assist with successful placement. Case 10/22/2024 D4 98 of 186

managers from outreach and the BCNC are committed to helping clients KEEP their housing.

While for our outreach program, this will fall primarily to our Housing Retention Specialist, following up with clients is an important part of all homeless services. • The January 2024 Point in Time Count identified 170 unduplicated PEH in the City of Vista, a number that continues to increase. Retread Outreach would like to know 100% of the PEH in the City of Vista BY NAME at the end of 6 months.

Retread anticipates the following results within the first 12 months:

HMIS Housing
Match
Family
Reunification
BCNC Other: Shelter,
Addiction
Recovery
Refusal of
Services/ Choice
to Remain
15%5%35%5%40%
26 8 60 8 68
Without a designated housing retention specialist, we anticipate a 30% retention rate over 12 months.
• The Retread Outreach team, Program Director Marsha Duka in particular, is committed to maintaining regular communication, both written and verbal, with the Vista COPPS unit and Housing & Homeless Services division staff. Whenever possible, Retread is committed to integrating data between homeless services and the justice system. We would be very interested in collaborating with law enforcement to include criminal and/or citation records in a comprehensive client history through HMIS, Mission Tracker or Clickup. Program Director, Executive Director and/or representatives from the outreach program will attend any and all regular public and private meetings, including the monthly Standing Committee Meeting on Homelessness and City Council Meetings, to review and discuss the state of homelessness in the City of Vista and overall program progress. Statistics, finances and general data will be maintained by Retread Administrative Statistician Nanette Steenstra and provided monthly and by request.
• Over the last several months, Retread has built relationships with a myriad of community providers. We are committed to maintaining these relationships and working closely with the Vista COPPS unit and Housing & Homeless Services division staff. The list below includes many of our valued partners, all of whom will be incredibly helpful to our outreach program:

Vista Community Clinic
Exodus Recovery
PATH Outreach
San Diego Humane Society
Restore Church
Anthem Church
Green Oak Ranch Ministries
Humanity Showers
San Diego County Homeless Court
Interfaith Community Services
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Oceanside Navigation Center
Feeding San Diego
Regional Alliance for Homeless Solutions
City of Vista
Vista Community Clinic
Project Street Vet
MHS/ Turn
Alpha Project for the Homeless
RTFH
LQBTQ Resource Center
7Sixty Fades Barber SHop
Bellus Academy
County of SD HHSA
Home Depot
Mira Costa College
• Retread, as operators of the BCNC currently attend regular Homeless Outreach events coordinated by the City and other partners. Retread Outreach is looking forward to joining any event, meeting or effort that will increase our chances of or opportunities to connect PEH to necessary services. A few of our favorites include the Vista Homeless Outreach Event, monthly Regional Alliance for Homeless Solutions gatherings, and the City of Vista’s Strategic Planning meetings.
• Retread understands that the contracted services will entail repeated interactions with at-risk populations that may be experiencing mental health disorders or substance abuse issues.

Retread is committed to ensuring the safety of our staff at all times including while doing street outreach or transporting clients. Retread will establish an incident procedure which will include utilizing Team Paul and the Sheriff’s Department for law enforcement intervention. All qualifying incidents will be reported to city staff including any threats and/or acts of violence that occur between outreach staff and PEH during the performance of the Services. Existing Retread staff receive de escalation and safety training bi annually through the Escondido Police Department.

Outreach employees will receive extensive safety training as well. • Program Director, Marsha Duka has been the lead case manager and intake coordinator at the BCNC since opening. She is incredibly thorough with her case notes and has helped bring our case management team up to par on documentation in HMIS/ Clarity and internally, Clickup. All outreach staff including case managers and peer support specialists will receive training from Marsha Duka, BCNC Program Director Pete Haggard, and HMIS directly. Maintaining complete, accurate and thorough documentation of all client meetings, goals, progress, and milestones is an important priority for all facets of Retread. County of San Diego and RTFH guidelines will be upheld at all times.

All expenses will be well documented internally and submitted to the city for reimbursement by Administrative Statistician Nanette Steenstra and submitted for reimbursement by the 15th of each month following the reimbursement period.
• The opportunity to provide feedback regarding homeless services in the City of Vista and the Strategic Plan is a privilege. We are more than willing to help the city identify gaps in homeless services and assistance needs in Vista. Retread Executive Director Hannah Gailey will collect feedback from the outreach team, the staff of the BCNC, and clients of each throughout the year. Our organization as a whole will collaborate to develop a written report of 10/22/2024 D4 100 of 186

recommendations for community and program improvements in support of the Strategic Plan.

Retread will submit a comprehensive report to the City of Vista at the end of the contract term and/or as requested.
• Retread Outreach is prepared to cover all costs for general office supplies, printing, and postage associated with normal office and service operations related to case management duties. A rental agreement has been secured with Green Oak Ranch Ministries for storage and office space. Additionally, outreach will have access to office spaces and equipment already established by Retread through the BCNC. Office supplies and office space are listed in the proposed budget.
• Retread Outreach staff is excited to collaborate with the City of Vista to expand our reach in the community and provide even more services to more of our homeless neighbors in need. We will see you at the Strategic Plan to Address Homelessness meeting! • Primary point of contact for outreach program related communications:

Marsha Duka, Retread Outreach Program Manager
[email protected]
619-395-3160
• Primary point of contact for data reporting, reimbursements:

Nanette Steenstra, Retread Administrative Statistician
[email protected]
760-703-7302
For questions about this proposal or the Retread organization as a whole, please contact Hannah Gailey, Executive Director, Retread Housing Services [email protected]
760-525-8919
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Designated Hours Position Responsibilities
Monthly Annual
Administration/ Management
Executive Director Hannah Gailey 20% outreach
oversight,
staffing, training, insurance requirements,
fundraising, partnerships, program development
1,666 20,000
Part Time Statistical Administration
Nanette Steenstra
Applied Statistics
Bilingual 30% outreach 20+ hours maintain and report financial and statistical data 1,666 20,000
Phone Calls/ Assistant ($17-20/hour)
Jacqueline Campos
Psychology
Bilingual 100% outreach 40 hours
receive phone callls from city staff and community members regarding current PEH in the City of Vista
connect people to program manager
assist statitician with everyday tasks including clerical, printing & copying, data entry
3,466 41,600
Outreach
Outreach Program Manager/
Case Manager
Marsha Duka
BCNC
Lead Case Manager
75% street outreach
25% other case mgmt services
outreach program operations
schedule outreach teams,
maintain partnerships, oversee payroll
followup with community calls for outreach
enter PEH into CES/ clarity
complete vispdat
assist with housing and social services resources
case notes, lead street outreach team
6,666 80,000
Hourly Outreach Workers ($24-
26/hour)
Alex Barragan
BCNC
Peer Support in progress
75% street outreach
25% other case mgmt services
manage PEH onsite
enter PEH into clarity
complete vispdat
assist with housing and social services resources
case notes
4,506 54,080
Multidisciplinary Team:

Case Manager
($26-30/hour)
Ryan Black
Peer Support in progress
Addiction specialist
75% street outreach
25% other case mgmt services
enter PEH into CES/ clarity
complete vispdat
assist with housing and social services resources
case notes
5,200 62,400
Social Worker
($26-30/hour)
Ruth Strode
Social Worker
MA in progress
Bilingual
75% street outreach
25% other case mgmt services
provide specialized care for PEH requiring a higher level of care due to mental health disorders, extreme SUD
may have crossover with the BCNC
6,666 80,000
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Payroll Total 29,836 358,080
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Proposed Budget: One Basic Outreach Contract
Item
One Time
Cost Monthly Annual
5 Surface Pros/ data accounts 5,000 170 2,040
5 Cell Phones/
Monthly service 3,000 250 3,000
4 HMIS accounts 700 100 1,200
5 Microsoft Accounts 15 180
Two Vehicles:

Toyota Camry Hybrid, 15K miles/year
Available Mid-September: 36 months required
$371/ month each 10,000 742 8,904
Vehicle Insurance 454 5,448
Vehicle Maintenance 50 600
Fuel
15,000 miles per year per car
50 miles per gallon
300 gallons in one year
$6.00/gallon 300 3,600
Outreach Supplies 1,250 15,000
Storage Room/ Office Rental 750 9,000
Office Supplies 50 600
Staff Appreciation/ Mental Health 70 840
Payroll
Management/ Administration
Executive Director 1,666 20,000
Part Time Statistical Administration 1,666 20,000
Phone Calls/ Assistant ($17-20/hour)3,466 41,600
Outreach
Outreach Program Director/Case Manager 6,666 80,000
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Outreach Worker ($24-26/hour)4,506 54,080
Multidisciplinary Team:

Case Manager ($26-30/hour)5,200 62,400
Social Worker 6,666 80,000
Payroll Taxes 200 2,400
Insurance Benefits 3,000 36,000
Payroll Service 400 4,800
Worker’s Comp 800 9,600
Umbrella Insurance 20,000
Total 18,700 38437 499,992
Proposed Budget: Both Outreach Contracts
Item
One Time
Cost Monthly Annual
5 Surface Pros/ data accounts 5,000 170 2,040
5 Cell Phones/
Monthly service 3,000 250 3,000
4 HMIS accounts 700 100 1,200
5 Microsoft Accounts 15 180
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Two Vehicles:

Toyota Camry Hybrid, 15K miles/year
Available Mid-September: 36 months required
$371/ month each 10,000 742 8,904
Vehicle Insurance 454 5,448
Vehicle Maintenance 50 600
Fuel
15,000 miles per year per car
50 miles per gallon
300 gallons in one year
$6.00/gallon 300 3,600
Outreach Supplies 2,000 24,000
Flex Funds 3,137 37,644
Storage Room/ Office Rental 500 6,000
Office Supplies 50 600
Staff Appreciation/ Mental Health 100 1,200
Payroll
Management/ Administration
Executive Director 1,250 15,000
Program Manager 1,000 12,000
Part Time Statistical Administration 1,000 12,000
Outreach
Case Manager ($26-30/hour)5,200 62,400
Outreach Worker ($24-26/hour)4,506 54,080
Multidisciplinary Team:

Case Manager ($26-30/hour)5,200 62,400
Social Worker 6,666 80,000
Payroll Taxes 300 3,600
Insurance Benefits 3,000 36,000
10/22/2024 D4 106 of 186

Payroll Service 400 4,800
Worker’s Comp 800 9,600
Umbrella Insurance 20,000
Contingency 3%15,000
Total 18,700 37190 499,996
Proposed Budget: What could we get for $650,000?
Item
One Time
Cost Monthly Annual
6 Surface Pros/ data accounts 6,000 204 2,448
6 Cell Phones/
Monthly service 3,600 300 3,600
5 HMIS accounts 840 120 1,440
6 Microsoft Accounts 18 216
Two Vehicles:

Toyota Camry Hybrid, 15K miles/year
Available Mid-September: 36 months required
$371/ month each 10,000 742 8,904
Vehicle Insurance 454 5,448
Vehicle Maintenance 50 600
Fuel
15,000 miles per year per car
50 miles per gallon
300 gallons in one year
$6.00/gallon 300 3,600
Outreach Supplies 1,500 18,000
10/22/2024 D4 107 of 186

Flex Funds 3,500 42,000
Storage Room/ Office Rental 1,500 18,000
Office Supplies 100 1,200
Staff Appreciation/ Mental Health 100 1,200
Payroll
Management/ Administration
Executive Director 1,666 20,000
Outreach Program Director 7,083 85,000
Part Time Statistical Administration 1,666 20,000
Phone Calls/ Assistant ($17-20/hour)3,466 41,600
Outreach
Case Manager ($26-30/hour)5,200 62,400
Outreach Worker ($24-26/hour)4,506 54,080
Multidisciplinary Team:

Case Manager ($26-30/hour)5,200 62,400
Social Worker 6,666 80,000
Payroll Taxes 400 4,800
Insurance Benefits 3,000 36,000
Payroll Service 400 4,800
Worker’s Comp 800 9,600
Umbrella Insurance 25,000
Contingency 2.6%17,224
10/22/2024 D4 108 of 186

Total 20,440 48941 650,000
10/22/2024 D4 109 of 186

Form
(Rev. March 2024)
Department of the Treasury
W-9
Intemal Revenue Service
Print or type.
ructions on page
Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.

See Speclfic
Retread, Inc.
1 Name of entityfindividual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's narne on line 1, and enter the business/disregarded entity's name on line 2.)
2 Business name/disregarded entity name, if different from above. 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on ine 1. Check only one of the following seven boxes.

Individual/sole proprietor
Other (see instructions)
1237 Green Oak Rd
Part I
6 City, state, and ZIP code
Request for Taxpayer
ldentification Number and Certification
Go to www.irs.gov/FormW9 for instructions and the latest information.

LLC. Enter the tax classification (C =C corporation, S=S corporation, P= Partnership) Vista, CA 92081
5 Address (number, street, and apt. or suite no.). See instructions.

Part Il
Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner.
3b Hon line 3a you checked "Partnership" or "Trust/estate," or checked "LLC" and entered "p" as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions 7 List account number(s) here (optional)
C corporation
Taxpayer ldentification Number (TIN)
Certification
Under penalties of perjury, I certify that:
s corporation
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, fora resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: f the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.

3.I am a U.S. citizen or other U.S. person (defined below);: and Sign Signature of
Here US. person
General Instructions
Partnership
501 C3
What's New
Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW .

Trust/estate

4. The FATCA Code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is corect.

Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the LLC" box and enter its appropriate tax classification.

Cat. No. 10231X

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and Give form to the
requester. Do not
send to the IRS.

Requester's name and address (optional)

2.I am not subject to backup withholding because (a) l am exempt from backup withholding, or (b) | have not been notified by the Internal Revenue Service (RSj that l am subject to backup withholding as a result of a failure to report all interest or dividends, or () the IRS has notified me that I am no longer subject to backup withholding; and
4 Exemptions (codes apply only to
certain entities, not individuals;
see instructions on page 3):

Date
Exempt payee code (if any)
Exemption from Foreign Account TaX
Compliance Act (FATCA) reporting
code (if any)
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax returm. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement ((RA), and, generally, payments other than interest and dividend_, you are not required to sign the certification, but you must provide your corect TIN. See the instructions for Part I, later.

Applies to accounts maintained
outside the United States.)
Purpose of Form
Social security number
Employer identification number
93 08 4 1
3l2324
New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Fom W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisty any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).

An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Form W-9 (Rev. 3-2024)
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Approach
Strategic outreach is a part of a larger approach that includes low barrier shelter, holistic rehabilitation and after care support.

SDRM is a regional leader in strategic outreach. This first began in 2020 when SDRM was contracted by the Little Italy Association to provide outreach services. The key to SDRM’s success was using the CoC Street Outreach Standards. The outreach staff demonstrated the power of doing street-based case management. The team participated in coordinated case conferencing held weekly with other City of San Diego outreach workers. With the addition of shower trailers to the outreach efforts, SDRM increased its impact by including viable volunteer opportunities enabling the community to participate. SDRM does not believe in simply offering a service. Services must be connected to a system of care with the goal of moving a person from homelessness to a thriving community member. Coordination with other service providers and shelter placement are a part of shower trailer operations.

When SDRM was preparing for a Lighthouse to open in National City, SDRM began using the shower trailer and encouraging the use of outreach standards to influence coordinated outreach events across South County. SDRM was seen as a bridge builder and improved the overall effectiveness of outreach. When the Lighthouse opened in 10/22/2024 D4 113 of 186

June 2024, trust and collaboration between SDRM, various city staff and other service providers resulted in a noticeable impact.

SDRM is committed to bringing this quality of effort and services to the City of Vista.

Collaboration
A key reason for the success seen in both outreach and at the Lighthouses is SDRM’s ability to collaborate. SDRM facilitates meetings and coordination efforts at both Lighthouses and always integrates when doing outreach with other providers already serving in a geographic area.

Because of this contract's nature, SDRM has a Coordinator position in the project to stay connected and manage relationships with other agencies. The Pro gram Manager will have the lead in building trust and facilitating relationships. The Coordinator will provide administrative support and assist in day-to-day collaboration to allow the Program Manager to maintain a strategic focus.

The relationship with city staff will be critical. In situations where the city has an established relationship, SDRM will support and maintain the relationship. When there is an informal relationship or no relationship with a critical stakeholder, SDRM will engage. If appropriate, SDRM will recommend establishing a Memorandum of Understanding to enable accountability and set expectations in the relationship.

The request for proposal specifically mentioned partnerships with County Health and Human Service Agency, CalAIM providers, mental health providers, Vista COPPS Unit and other service providers. SDRM currently works with these agencies minus Vista COPPS. In South County, SDRM has collaborated on outreach efforts with the County Sheriff’s Department. Specifically for North County, these relationships are managed through SDRM’s efforts at the North County Lighthouse.

Upon request, SDRM can provide additional details about the work being done in Oceanside and South County regarding collaboration.

By-Name List
SDRM advocates for by-name lists. In August 2024, SDRM hosted a Mayor’s Symposium with all 18 cities represented. SDRM challenged the mayors to have a by- name list and offered support to help them review certain cases on the list to help move the PEH forward.

SDRM will work with the City of Vista to develop a by-name list to enable focused effort on those who are disproportionally impacting the rest of the community because of being identified as high utilizers of services.

Information Technology
SDRM has a robust data integration strategy. SDRM uses the Homeless Management Information System (HMIS) to include the Coordinated Entry System (CES). It also uses 10/22/2024 D4 114 of 186

Mission Tracker, a case management software with data sharing capabilities. Currently, SDRM pushes quantitative data from Mission Tracker into HMIS. Mission Tracker also has the Biopsychosocial assessment and the self-sufficiency matrix integrated to facilitate a single depository of client information.

SDRM is currently working with 211 San Diego for enhanced data integration. By November 2024 SDRM will have a single login capability with Mission Tracker and the Community Information Exchange (CIE) with bidirectional data exchange. While this will facilitate better referral tracking in the delivery of services, it will also enable tracking of client wellbeing beyond the recidivism data provided by HMIS. The goal is to have longitudinal data showing program efficacy and qualitative data via Case Note documentation.

Engagement
SDRM will utilize a multi-disciplinary approach in street outreach engagement. SDRM’s team will include a Program Manager, Outreach Lead, Outreach Worker and Coordinator. The Coordinator will facilitate other service providers to create a multidisciplinary team to be present and engaged. SDRM will always have at least two people working together when engaging in outreach. SDRM has also structured the team to manage, engage and work the by-name list.

SDRM has a rich history of hiring people with lived experience of homelessness. Our budgeted positions do not include a Peer Support Specialist. This is because SDRM will prioritize hiring people with lived experience, especially in the Outreach Lead and Outreach Worker positions.

Case Management and Case Conferencing
With the prioritized lists, SDRM will engage in street-based case management. Because this will be a collaborative effort, SDRM will facilitate the conversation on who will have the lead in the individual case management, assuming there may be a partner organization better positioned to serve.

All case management expectations outlined in the RTFH community standards will be utilized in serving PEH as a part of this project. This includes but is not limited to:
• Create an individualized plan with goals developed through a person-centered, strength-based, and trauma-informed approach. This will include a timeline and measurement of goal attainment accomplished in partnership with the PEH. • Specifically develop a housing plan identifying barriers and opportunities for housing. This will include entry into CES.
• Specifically develop an income strategy to enable ongoing f inancial stability. • Utilize HMIS for tracking and reporting purposes for the City of Vista. This includes getting information to understand the basic demographic and history of the PEH.
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• Help the person get connected to the appropriate resources such as (but not limited to) medical, mental health, shelter, addiction and recovery services, food, clothing, transportation, employment, Social Security Retirement/Social Security Disability, and financial assistance based on the client’s individual plan. • Assist the client in obtaining appropriate identification and key documents to include (but not limited to) California Driver’s License, California Identification Card and/or Social Security card.
• Monitor and report via the self-sufficiency matrix the degree to which the client is gaining self-sufficiency.
• When possible, a biopsychosocial assessment will be conducted to provide insight and support the individual plan. While this should be possible with a multidisciplinary team, it should be noted that at no time will a client’s autonomy be violated. A client’s refusal to participate in a screening or assessment will not be a factor in whether they receive services.

SDRM staff are trained in motivational interviewing to facilitate case management. This will be expected and encouraged for all organizations engaging with PEH in street outreach.

SDRM understands the complexity of issues facing PEH. In addition to trauma, there can be behavioral health concerns and substance use. This is why SDRM utilizes a relational model and supports the CoC community standards. Success comes through a trusting relationship between the service provider and the PEH. SDRM does this regularly in both outreach and shelter operations. At the same time, safety is a priority and SDRM ensures to inform City staff of any threats or acts of violence between SDRM personnel and PEH during service delivery.

Case conferencing will happen for the overall by-name list on a regular basis. Ideally, this would be weekly, but at least bi-weekly based on city staff and collaborative partners’ availability. SDRM values collaboration- connecting the right organization with the right person who can build trust, thus resulting in people moving forward. SDRM is committed to a multidisciplinary approach with effective partners who are willing to engage and build trust.

When appropriate, both the flexible funding pool and the family reunification funding offered in the proposal will be utilized to help the client achieve their goals toward ending their homelessness and ensuring long-term stability. SDRM is receiving the flex fund training from RTFH and has actively participated in family reunification efforts.

Shelter, Programs and Temporary Housing
SDRM would request priority placement in the Navigation Center operated in Vista.

SDRM will work with the shelter network and other temporary housing opportunities to place individuals and help get them off the streets immediately. This includes access to SDRM’s Lighthouses and Mission Academy.
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In cases where it is appropriate, the case management responsibilities will shift to the shelter or temporary housing program. This will happen through a case conferencing process to determine whether the client will be able to obtain their long-term goals at the shelter or program they are entering.

If the housing plan includes utilizing funding from the City of Vista, case management responsibilities will stay with SDRM in partnership with the shelter or program until the person is housed.

Housing Stabilization
Housing assessments will be conducted on all individuals being engaged. As appropriate, PEH will be entered into CES for possible matching to either Permanent Supportive Housing (PSH) or Rapid Rehousing (RRH).

In situations where the client has resources and can move directly into housing, SDRM will facilitate the transition from the street into housing.

SDRM will case conference specifically with the City of Vista to develop an individualized plan to move PEH into stable housing.

Transportation
SDRM will procure one van and provide other transportation to support this effort. The van will be used to transport clients as needed.

Community Outreach
SDRM will make sure all contact information is well communicated to the community.

The goal will be for the community to know who to call if they have concerns or identify PEH and would like to get them connected to services.

SDRM will also look for ways to build relationships with the community of PEH with the goal of building trust and encouraging self-referrals for individuals who decide to get on a path to ending their homelessness.

Communication and Engagement
The Program Manager will build trust and maintain communication with all key stakeholders and will be the primary point of contact for the City of Vista. The Project Manager will also attend all meetings designated by the City of Vista to include the monthly Standing Committee Meeting on Homelessness and City Council Meetings.

Reporting and Evaluation
SDRM will provide a monthly report detailing outcomes. The following items will be reported:
• Number of unduplicated individuals served
• Exits from street homelessness
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• Exits to permanent housing
• Individuals maintaining housing after 12 months of housing placement • Demographics of those being served with a focus on Diversity, Equity and Inclusion
• Number of people served through shower trailer events • Type of service interactions
• Progress on the by-name list
• Success stories
• Community engagement activities
SDRM sees the reporting as an opportunity for dialogue with the City of Vista and would work to develop a report that is meaningful and demonstrates impact.

SDRM will also provide quarterly reports assessing the overall quality of the homeless service ecosystem and provide recommendations for any system gaps or needs identified while executing the contract.

The goal of SDRM is to be a partner with the City of Vista in addressing homelessness resulting in a change in the state of homelessness where it is rare, brief and non - recurring.

De-Commissioning of the Program
SDRM will plan on this service contract being successful and will work with the City of Vista and the staff SDRM hires to have a plan in anticipation of its success. SDRM will be looking to develop a planned end date. There will be a celebration event to acknowledge the incredible work done by the City of Vista, SDRM and all the organizations and community members who made it possible.

Additional Support from SDRM
SDRM will also be looking to leverage a shower trailer program known as Hub Spots in the City of Vista. This is a partnership with a church who will host the shower trailer and provide a bridge for PEH to connect with homeless services. This is primarily volunteer driven. It enables SDRM to increase impact by increasing opportunities for PEH to get connected.

SDRM operates both shelter and outreach operations in the City of Oceanside. SDRM will look for opportunities to coordinate and collaborate with both cities to increase impact.

SDRM will leverage in-kind donations to offset any costs.

SDRM will utilize volunteers when safe and appropriate. SDRM has found this creates connection and helps the larger community feel they are a part of the solution. SDRM has a robust volunteer program and process to ensure safety of all involved.

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Other Items of Interest
CalAim. SDRM is currently working with Molina to provide services through CalAim. In the situation where SDRM can bill MediCal for services, it will. Contract funds that would have been spent if not able to bill will be available for SDRM and the City of Vista to redirect as appropriate.

Coordination. SDRM will additionally coordinate our outreach efforts with the team that receives the Encampment Resolution Funding Program, Round 3 (ERF3).

Mandated reporter. SDRM acknowledges the population being served is vulnerable.

SDRM has training and is mandated to report any abuse of children or older/disabled adults.

Standard expectations. All service providers should operate and SDRM does operate in a person-centered, trauma informed and strength-based approach. The County of San Diego operates in a Housing First environment. SDRM is committed to operating in this environment with the goal of helping people exit homelessness and become thriving members of the community.

Structural Issues. SDRM strives to help people get connected to the social services they need. This is especially true for behavioral health and substance use treatment.

SDRM continues to advocate for more effective processes and integration of these services into the homeless service system. This is being stated in lieu of making bold promises of connecting people to these resources. While there continues to be progress in this area, there is still a lot of work to be done. SDRM will work with the City of Vista to identify growth areas with the goal of strengthening the overall system.

Conclusion
Thank you for taking the time to review this proposal. SDRM is grateful for the opportunity and looks forward to the chance to make an impact on the issue of homelessness for your great city.

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Staffing
The following provides the positions that will be involved in executing the Street Outreach Plan. It provides a brief description of the position’s responsibilities and the qualifications for the position.

For all positions lived experience of homelessness counts towards experience and education.

Positions
Vice President of Programs. This position is responsible for all direct service programs operated by SDRM. This includes Outreach Services, Lighthouse Operations, Mission Academy and Alumni Care. This position is covered in the administrative overhead costs. Time associated with this project will be commensurate with the level needed to address issues and ensure success in Street Outreach efforts.

Qualifications:
• Education: Minimum Master’s degree in Business Administration, Psychology, Ministry, Family Therapy or Social Work, or related field from an accredited institution.
• Experience: Minimum 5 years (increasingly management) full-time experience dealing with the homeless, substance abusers, mentally ill, and/or dually diagnosed. Supervisory experience, Senior management level experience, strategic planning and nonprofit experience required.

Director of Outreach. This position is responsible for the effective operation of all street outreach conducted by SDRM and reports to the Vice President of Programs.

This position is responsible for policies and procedures and staying connected with CoC, County and city efforts regarding coordinated outreach. This position is covered in the administrative overhead costs. Time associated with this project will be commensurate with the level needed to address issues and ensure success in Street Outreach efforts.

Qualifications:
• Education: Minimum Bachelor’s Degree in Social Work, Marriage and Family Therapy, Clinical Psychology or related field from an accredited institution, or commensurate experience (Master’s degree/commensurate experience preferred in above fields)
• Experience: Minimum 2 years full-time work experience with individuals experiencing homelessness, addiction challenges, mental illness and/or dual diagnosis is preferred. Nonprofit experience preferred.

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The following positions will be full-time for this project with at least 40 hours per week. These positions are a part of the submitted budget.

Program Manager (Exempt). This will be the lead position and will be the main staff responsible for the street outreach. This position will report to the Director of Outreach.

This position will manage reporting, coordinate with the City of Vista and manage the staff hired for this project.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work with supervisory experience; experience with individuals experiencing homelessness, is preferred.

Coordinator (Hourly). This position will be the liaison with other service providers and community support. This is to enable effective collaboration by having a staff person responsible for managing and coordinating these critical relationships.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work; experience with individuals experiencing homelessness, is preferred.

Outreach Lead (Hourly). This will be a street case manager who will lead direct street outreach within the City of Vista.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work; experience with individuals experiencing homelessness, is preferred.

Outreach Worker (Hourly). This position will support the work of the Outreach Lead and provide outreach services to those experiencing homelessness in the City of Vista.

Qualifications:
• Education: Minimum Bachelor’s (or commensurate experience). • Experience: Preferred 1 year of full-time non-profit work; experience with individuals experiencing homelessness, is preferred.

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Other Support
Additional staff support will be provided by the Director of Volunteer Services and the Social Service Director. Time associated with this project will be commensurate with the level needed to address issues and ensure program success. • The Director of Volunteer Services will provide opportunities when appropriate for volunteers to support efforts as outlined in the approach. • The Social Service Director will give additional guidance and the team about professional social services available for those being served . • SDRM is currently operating both outreach and shelter services in the City of Oceanside. While this will not provide direct support, it will offer indirect support as needed.
• When appropriate, SDRM will also leverage interns. SDRM has relationships with San Diego State University, Point Loma Nazarene University and the University of Southern California.

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Hiring Policy and Procedures
Objective
San Diego Rescue Mission (SDRM) believes that hiring qualified individuals to fill positions contributes to the overall success of the organization. Each employee is hired to make a significant contribution to SDRM. In hiring the most qualified candidates for positions, the following process should be followed.

Hiring Process and Procedures
Requisitions
Requisitions must be completed to fill SDRM positions. Requisitions must be initiated by the HR Manager and approved by the department vice president and then returned to the human resource (HR) department.

Personnel requisitions should indicate the following:
• Position title
• Position hours/shifts
• Exempt or nonexempt status of the position
• Reason for the opening
• Essential job functions and qualifications (or a current job description may be attached)
• Any special recruitment advertising instructions
Job postings
SDRM’s HR Department will create job postings that briefly describe the job opening and communicate SDRM’s brand. All job openings will be posted on SDRM’s website Careers page for external use and an email will be sent out internally when new positions open. Internal candidates will fill out required paperwork and attach updated resume before submitting to supervisor for approval. Jobs will remain posted until the position is filled. The HR department will be responsible for tracking all applicants and retaining applications and resumes as required.

Internal applicants
Current employees with a satisfactory employment status may apply for internal job openings. The consent of the employees’ manager and the HR department will be necessary for any internal candidate applying for an open position. Employees with less than one year of service with SDRM will not be eligible to move positions. 10/22/2024 D4 123 of 186

All applicants for a posted vacancy will be considered based on their qualifications and ability to perform the job successfully. Internal candidates who are not selected will be notified by the HR department.

Interview process
The HR department and the hiring manager will screen applications and resumes prior to scheduling interviews. Initial interviews are conducted by the hiring manager.

Candidate evaluations will be completed after each interview and retained with the application.

The HR department will notify applicants who are not selected for positions.

Reference checks
HR will conduct professional reference checks and employment verification on the top candidates based on the results of the candidate evaluation forms completed by the interviewers. At least three professional references are required from each candidate.

Job Offer
After a decision has been made to hire a candidate, a contingent offer will be made on the satisfactory completion of required background checks and screening. Background checks will be performed through ADP and fingerprinting done through DOJ/FBI. A drug screening and TB test will also be required for any open position.

Once the HR department receives satisfactory results from all required background checks and screening, candidates will be provided with information to start their onboarding and orientation process.
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Direct Services
6214 - Flexible Funding $50,000
6214 - Family Reunification $5,000
Subtotal $55,000
General Operating
6180 - Cellular Phone $3,600
6230 - Dues & Subscriptions (HMIS, Eponic, MT)$36,000
6370 - Outside Services (Traning and staff support)$1,200 6480 - Supplies $10,000
6520 - Vehicle Fuel $9,600
6550 - Vehicle Repairs & Maintenance $2,000
6550 - Vehicle Purchase (1 time cost)$35,000
Subtotal $97,400
Staffing (Fully burdened cost)
Manager ($75,000)$93,696
Coordinator ($27/hour)$71,936
Outreach Lead ($27/hour)$71,936
Outreach Worker ($22/hour)$61,509
$0
$0
$0
$0
$0
Subtotal $299,077
Project subtotal $451,477
Administrative overhead (10%)$45,148
Total Budget $496,625
Not to exceed $500,000
Over/Under $3,375
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Project Schedule
September 25, 2024. Contract awarded.

September-October 2024. Staff hired and onboarded. Vehicle acquired.

Task associated:
o All personnel identified and hired
o Onboarded and trained
o Office identified and set up to support operations.
o Van procured and prepared for operation.

November-December 2024. Mapping, prioritization and creation of a by-name list.

Task associated:
o Begin building relationships
o Review information available about people experiencing homelessness in the City of Vista
o Develop a by name list to prioritize efforts and resources o Develop a prioritized plan of engagement
Ongoing. Engage the individuals on the By-Name List, alongside partners, the Vista Sherrif’s Department and the City of Vista. The priority during this time is to end people’s homelessness and change the state of homelessness in the City of Vista.

Task associated:
o Engage with those on the by name list regardless of location within Vista o Work with each individual or family based on prioritization and create individual service plans for each client.
o Develop a written report of recommendations for community and program improvements at the end of the contract term.
o Hold regular case conferencing and partner meetings to facilitate collaboration and coordination of services. This includes the Standing Committee Meeting on Homelessness, Homeless Outreach Events and City Council Meetings, as well as other meetings required or directed by City Staff.

Quarterly. Evaluate and Adjust
Task associated:
o Evaluate the prioritization list
o Share anonymized client data, detailed program activities and itemized expenditures via a bi-annual report to the City Council. o Evaluate the by name list
o Evaluate outcome data
o Adjust operations based on the evaluations
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2024

CITY WIDE OUTREACH
A Proposal for Change
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August 30, 2024
Jonathan Lung
Homeless Services Program Manager
200 Civic Center Dr.

Vista, CA 92084
Greetings, Mr. Jonathan Lung
On behalf of the Social Work Action Group (SWAG), we would like to thank you for the opportunity to submit an action plan to address homelessness in the City of Vista.

SWAG seeks to transform the way society approaches homelessness by restoring humanity, one person at a time. Our unique model demonstrates that if you first restore confidence, strength, and self-esteem, individuals are better equipped to tackle the road ahead. For those most vulnerable living on the streets and not necessarily asking for help, we aim to provide services and linkage to substance abuse treatment, behavioral health, and housing stability to achieve independence; an environment that promotes accountability; and a community that offers compassion, support, and hope. For all with the capacity and desire to serve local government, law enforcement, service providers, faith-based organizations, educational institutions, volunteers, etc.-we seek to engage you in the profound experience of empowering individuals to achieve what once seemed impossible through the seemingly simple acts of taking action and being a part of the solution. It takes a well-rounded approach to help our neighbors without homes to move toward self-sufficiency.

SWAG is prepared to meet the City of Vista’s insurance requirements and execute the city’s standard contract for services as written, and will not make any changes to the project term without authorization of the city.

We are greatly appreciative of the possibility that we may be able to serve in your community. We look forward to the opportunity to address the growing needs and restore hope to many homeless individuals residing in the City of Vista.

With Gratitude,
Monica Sapien, MSW
Executive Director
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Social Work Action Group August 30, 2024
City Wide Outreach Page 1
________________________________________________________________ Table of Contents
About Social Work Action Group (SWAG)………………………………………………………………… 2 Executive Summary……………………………………………………………………………………...……. 3 Research on the SWAG Model…………………………………………………………………………..…… 4 Outreach to the Community-at-Large .……………………………………………..…………………….. 5 Outreach and Case Management to the Unsheltered Homeless …………………………….……….. 6 Census of Unsheltered Homeless .………………………………………………………………………… 7 Trip Home and Family Reunifications ……………………………………………………………………… 7 Crisis Stabilization ……………………………………………………………………………………………. 7 Housing Navigation………………………………………….………………………………………………… 7 Measurable Outcomes………………………………………………...………………………………..…...... 9 Project Schedule ………………………………………………………………………………………………. 9 Compliance and Reporting Mechanisms…………………………………………………………….…… 10 Proposed Staff ….……………………………………………………………………………………..……… 13 Budget………………………………………………………………………………………………………...… 15
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Social Work Action Group August 30, 2024
City Wide Outreach Page 2
________________________________________________________________ About Social Work Action Group (SWAG)
In 2017, the founders of SWAG left their positions in Homeless Services within the local city government to expand the positive impact they could achieve and reach more people through their own non-profit, unburdened by bureaucratic obstacles. The SWAG team is made up of individuals who have diverse education and experience in social services. Our expertise is in program design and implementation of direct services to those experiencing homelessness.SWAG team members have extensive experience dealing with homelessness at the city, county, state, and federal levels.Team members have direct street outreach experience, supportive housing case management, and management of homeless housing programs. This includes operating Emergency Housing/Shelters, Project Roomkey, Homekey, Encampment Resolution, Governor’s 100-Day Challenge, HEAP Funding, Emergency Solutions Grants, Crisis Stabilization, and Permanent Supportive Housing for individuals and families experiencing homelessness.

Mission
SWAG’s mission is to advocate, educate, and inspire marginalized individuals and families in Southern California to achieve sustainable independence through community support.

Vision
Restoring humanity, one person at a time.

Approach
SWAG’s innovative and systematic approach towards addressing homelessness is not geared towards the services themselves, but rather the ultimate outcome of measurable success. For example, when addressing homelessness, an emergency shelter stay is a very temporary result, and we are looking for a series of results that will equal a permanent housing solution. To further expand a full-range of supportive services to address the whole person, SWAG provides crisis stabilization and linkage to medical, behavioral health and substance abuse services. 10/22/2024 D4 131 of 186

Social Work Action Group August 30, 2024
City Wide Outreach Page 3
________________________________________________________________ Executive Summary
A growing number of people are experiencing homelessness in the City of Vista, a common situation across California and the United States. During 2024, an estimated 170 people in the City of Vista experienced homelessness according to the yearly Point-In-Time count, and the city recorded an astonishing 93% growth in unsheltered homelessness (88 individuals in 2023 to 170 in 2024). A significant number of this population are classified as chronically homeless, defined as being without shelter for 12+ months and having a disabling condition such as a physical health condition, mental health condition, and/or substance abuse disorder. 40% of respondents cited mental health, 38% cited alcohol dependency, and 26% cited substance abuse issues as significant barriers to them getting off the street. These numbers are often under-reported as individuals do not regularly self-disclose personal and sensitive information. Without the connection of appropriate services, chronically homeless individuals cycle in and out of hospital emergency rooms and inpatient hospital stays as well as psychiatric centers, detoxification programs, and jails resulting in higher cost impacts to local government.

San Diego County provides a diverse but fragmented array of medical and mental health care, substance abuse treatment, housing and social services. These services are under-coordinated and frequently geographically dispersed. Access to safety-net housing, mental health, and treatment is limited and/or not easy to navigate. Most services focus on the low-income population who are not experiencing severe behavioral health and substance abuse issues as those individuals require much more intensive services. Some programs have extensive waiting lists and most have multiple complex steps required to access services.

A strategic plan has been developed to address the issues of homelessness in the City of Vista. The plan includes strategies that visibly reduce the number of unsheltered homeless individuals, which is known as the chronically homeless population. This will be through prioritizing comprehensive outreach to the most vulnerable and in need as identified on our By-Name List for the City of Vista. 10/22/2024 D4 132 of 186

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________________________________________________________________ Research on the SWAG Model
SWAG’s outreach approach has been recognized as the model outreach approach by California State University, Sacramento’s case study on “Addressing Unsheltered Homeless in California”from projects utilizing the State’s Homeless Emergency Aid Program (HEAP) funding. In reference to SWAG’s outreach approach, the case study states that SWAG shows promise in addressing behavioral health and substance abuse barriers while maintaining the goal of permanent housing. This study recognizes SWAG’s multifaceted approach to meeting homeless individuals where they are and bringing the necessary services out to them. These services include case management, housing navigation, medical services, behavioral health and substance abuse services. This model approach is SWAG’s foundation to addressing homelessness.

In “The Public Administrator’s Companion: A Practical
Guide”, SWAG’s partnership with the Rialto Police
Department, specifically conducting outreach, is
highlighted as a successful working relationship. The
partnership between SWAG and the police
department reflects a recognition of the complex
nature of homelessness and the importance of a
cooperative effort between social services and law
enforcement. Due to the Rialto Police Chief’s
recognition of the need for assistance in homeless
services to ensure that the officers are focusing on
their assigned duties. The real-time representation of
homelessness-related issues through centralized
reports, shared case conferencing, and daily
interaction in the field indicates a coordinated and proactive response.

In 2023, Molina Healthcare partnered with SWAG to meet CalAIM priorities.This partnership signals a holistic approach, indicating that it goes beyond just providing shelter or basic assistance. By working with Molina, SWAG can offer more comprehensive support, potentially including healthcare services, addressing medical issues, and overcoming physical barriers that may be hindering the well-being of the chronically homeless population.

In 2023, California Baptist University conducted a qualitative study on women over the age of 50 residing at the Anchor. The Anchor is SWAG’s innovative approach at a Crisis Stabilization Unit that provides a true low barrier emergency housing facility. Selected in the first round of HomeKey and is unique in that sobriety is not a barrier for entry. In 2024, SWAG is partnering with California Baptist University to conduct a 3-year longitudinal study that highlights the need for SWAG’s outreach model and The Anchor model in addressing the barriers associated with chronic homelessness. This collaborative research effort reinforces SWAG’s dedication to its mission.

Cost Analysis
In 2017, the University of California, Irvine and The United Way, published “Homelessness in Orange County: The Costs to our Community” that studies the overall costs a community incurs by proactively and reactively serving homeless individuals. The study concludes that per year, on average, chronically homeless individuals cost a community $100,759 per person,while the top 10% or whom we are calling “Super-Utilizers”cost a community $439,787 per person.In assisting with 25 identified homeless individuals, the City of Vista will see a cost savings of up to $4,214,115. 10/22/2024 D4 133 of 186

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City Wide Outreach Page 5
________________________________________________________________ 20 Chronically Homeless x $100,759 =$2,015,180
5 “Super Utilizers” x $439,787 =$2,198,935
_____________________________________________
Sum of all Annual Costs =$4,214,115
Outreach to the Community at Large
Community Outreach is seamlessly integrated into our daily activities at SWAG, where we actively connect with various stakeholders, including community members, local business owners, faith-based organizations, and other local entities. This multifaceted engagement occurs both in person and over the phone, serving as a vital channel for inquiries about SWAG services or guidance on addressing issues related to homelessness.

The most successful models to address homelessness are developed through robust community engagement. Diversity of thought, experience, resources, and program philosophies facilitate the development of solid public/private partnerships and models. Additional benefits of community engagement include:
.
● Provide opportunities for community residents and businesses to express concerns and participate in solutions.
● Foster community buy-in and ownership.
● Bring together diverse stakeholder groups that were not previously working together. ● Increase transparency. Build trust. Increase understanding. Improve communication. ● Develop methods to resolve conflicts.
● Establish local networks of community stakeholders who can work together towards common goals.
● Identify creative and practical solutions. Identify unmet needs and service gaps. ● Leverage public and private sector resources of time, talent, and treasure. ● Coordinate and disseminate the Anti-Panhandling Campaign.

Central to our approach is the cultivation of responsible compassion, a cornerstone of the SWAG philosophy. Responsible compassion extends beyond merely offering assistance; it involves actively discouraging negative behaviors such as panhandling, while also empowering community members with knowledge on the appropriate steps to take when encountering a homeless individual. Our commitment to responsible compassion encompasses educating stakeholders about the importance of reporting instances of homelessness and refraining from permitting individuals to camp on their property. By fostering open communication and providing education on responsible compassion, SWAG not only addresses immediate concerns but also works towards building a compassionate and informed community. This proactive engagement ensures that our outreach efforts contribute to the overall well-being of both the homeless population and the community at-large. 10/22/2024 D4 134 of 186

Social Work Action Group August 30, 2024
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________________________________________________________________ Outreach and Case Management to the Unsheltered Homeless Our multidisciplinary Outreach Team will provide street outreach and linkage to appropriate services to individuals found living in a place not meant for human habitation within the proposed outreach zone.

SWAG will coordinate efforts with city staff, code enforcement, law enforcement and community stakeholders to identify those most vulnerable to create a priority list. This priority list will be determined by an individual’s need for assistance rather than their willingness to accept it. Our responsibility is to help them recognize that they deserve the support and guide them in accessing it.

Street outreach and case management must be intensive, consistent, strategic and needs the partnership of city/county staff and law enforcement to identify and locate those living on the streets and most vulnerable. For each individual encountered, an intake assessment, which addresses the individual’s issues and behaviors that resulted in homelessness, is completed. The team then develops an action plan that directs activities and interactions with the individual to achieve specific outcomes, both short and long-term. Often, this includes linkage to mental health and substance abuse treatment services and ultimately a permanent housing solution. SWAG will work with the network of homeless service providers within the City of Vista, County of San Diego, Sheriff’s Team, Department of Behavioral Health, Housing Authority, Department of Aging & Independence Services, Coordinated Entry System (CES), etc.

SWAG maintains robust physical and digital client files that track clients across many dimensions of human existence, including past, present, and potential future considerations. Our client intakes track criminal history, probation/parole status, whether the individual has to participate in a registry of some kind, mental/physical health, family ties, and many other facets of their lives. SWAG implements a phased approach to case management, with a focus on acquiring vital documentation (ID, Social Security, Mainstream Benefits, etc.), creating an Individualized Service Plan (ISP) with client centered goals, and completing a BioPsychoSocial-Spiritual (BPSS) assessment with the client in the 1st phase.

A BPSS has various questions pertaining to their medical and physical health, psychological state/mental health diagnosis, identifying people/groups that they have strong relationships with, and identifying their religious beliefs. In the second phase we focus on a targeted approach to dismantling client barriers that are keeping the individual from successfully exiting the street. A Vulnerability Index-Specialized Prioritization Decision Assistance Tool (VI-SPDAT) may be completed with the intention of entering the individual into the county’s Coordinated Entry System for permanent housing, an in-depth Individual Service Plan will be completed that will hone in on client goals and motivations, and a client may be connected to programs such as Housing and Disability Assistance Program (HDAP) and/or Supplemental Security Income(SSI)/Social Security Disability Insurance (SSDI) depending on eligibility during the 2nd Phase.

Throughout our case management process, we respond to client input regarding any planning. We emphasize a client-centered approach that puts collaboration above so-called expert opinion. At any time during the process, if a client feels that they no longer want services or that they want to take a different approach, our case managers are trained to respond positively to this in the hopes that the client will feel empowered and motivated to continue working towards stability in a manner that is conducive to their long-term goals.

SWAG will provide a toll free number dedicated to the City of Vista community to report and self-report persons experiencing homelessness.
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________________________________________________________________ Census of Unsheltered Homeless
In every community, it is vital to conduct a thorough and comprehensive census of the unsheltered homeless population. City staff, local law enforcement agencies and SWAG will work together to accurately locate, identify, survey and track the individuals, through the creation of a By-Name List. The list provides the date and location the team encountered the individual and gives an overview of the length of time the person has lived in the identified city, the length of time he or she has been on the streets, and some of the barriers to exiting life on the streets.

A comprehensive assessment will provide an in-depth look at the individual, the circumstances and incidents that led to homelessness such as severe trauma(s). SWAG will also detail one’s connections and support systems in the city to leverage those individuals and incorporate those resources. This information can be used to develop an individualized service plan. This will be done on an ongoing basis as new individuals enter the city.

Trip Home/ Family Reunification
When an individual is found living on the streets of Vista and wants to reconnect with family or a positive support system, we will initiate the Trip Home/ Family Reunification process. First, SWAG will contact the family/ support system to ensure they are willing to accept and house the individual. Next, the Family Reunification/ Trip Home request will be submitted for internal approval. The SWAG Outreach Team will purchase, facilitate a method of transportation, and ensure the individual boards.

The SWAG team will contact the family or support system to confirm the individual made it to the destination. Finally, SWAG will submit a request for reimbursement for the cost of the transportation along with all applicable documentation.

Crisis Stabilization
SWAG’s homeless street outreach program is dedicated to providing crisis stabilization services with the goal of reducing inpatient hospitalizations for physical and mental health issues and minimizing law enforcement involvement in homeless-related calls. Our ultimate objective is to end the cycle of homelessness for the individuals we serve.

When we first meet a client, our outreach teams focus on building rapport and assessing their immediate needs. Often, clients on the streets are in crisis, whether due to medical emergencies, behavioral health issues, or substance abuse issues. Our approach functions like a first-response unit within our own team, addressing these urgent needs before anything else.

Once immediate crises are stabilized, we continue to work with the individual to set and achieve longer-term goals. Our experience has shown that after addressing their immediate needs, we can effectively re-assess and overcome barriers by connecting clients with appropriate services such as behavioral health crisis teams, detoxification services, and emergency medical support.

Housing Navigation
Housing navigators bridge the gap between homelessness and stable housing by connecting individuals and families to permanent housing solutions. The SWAG team assists clients with addressing individuals and structural barriers to housing, supporting the clients, and maintaining strong, sustainable relationships with landlords, property owners, and leaders in the City of Vista. Case 10/22/2024 D4 136 of 186

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________________________________________________________________ Managers meet with clients one-on-one for housing navigation. Each client’s path to housing is unique.

While some are ready to go straight to an apartment, room & board, or reunite with family, most require entry into mental health or substance abuse treatment. Treatment also serves as emergency housing and one’s first step on their path toward ending homelessness. The key here is to provide housing with connection to treatment services or the success rate of one’s ability to maintain that housing drastically decreases.

Housing options include:
● Emergency Shelters
● Emergency Motels
● Housing Vouchers
● Reunification with family members who are housed
● Room and Board
● Sober living homes
● Treatment Programs followed up with housing placement 10/22/2024 D4 137 of 186

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________________________________________________________________ Measurable Outcomes
Measurable Goal 1
Identify 75 unduplicated individuals served.

Measurable Goal 2
Provide a minimum of 35 Substance Abuse Service connections to the identified population.

Measurable Goal 3
Provide a minimum of 55 Mental Health / Medical Service connections to the identified population.

Measurable Goal 4
Provide Interim housing connections for 50 households. (20 connections will be chronically homeless and/or “super-utilizers”.)
End of Project- The SWAG homeless services team will produce a comprehensive report with recommendations for program improvement in support of the City of Vista’s Homeless Strategic Plan. 10/22/2024 D4 138 of 186

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________________________________________________________________ Compliance and Reporting Mechanisms
The SWAG team employs a systematic approach to managing and assisting homeless individuals, utilizing three primary reporting formats: the By-Name-List (BNL), Snapshot, and Street Exit Narrative.

These detailed reports are a crucial component of SWAGs operations in continuous communication with partners. Having reporting documents that show the transparency of the shared successes and the constant barriers faced by our team and our clients improves the ability for partners to understand the holistic approach to addressing homelessness.

The BNL is a comprehensive list that keeps record of every client that has been served in the city/project. It can be viewed as a program roster. This list keeps records of client’s that are active and inactive. After 3 months of no contact, a client is determined to be inactive. In addition, the BNL provides crucial information about homeless individuals encountered on the streets, including location, last engagement date, length of homelessness, residency in the city, and disabilities .
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________________________________________________________________ The Snapshot is generated on a monthly basis
by the outreach and facility teams. This
document records the number of services
provided each month. It also provides
demographic information for any new clients
served in the month period. The items the
report covers is a breakdown of individual
contacts and services provided, encompassing
housing and shelter referrals, mental and
physical health services, substance abuse
services, and other miscellaneous support.

The document has month numbers available
which allows for a year to date count.

The monthly Street Exit Narrative is a document that is broken up into 4 sections:
● Street Exit’s - Details when a client exits the street and goes into a program or service. ● Permanent Housing Placements - Details the summary of where the client was placed for permanent residency. When providing transportation for Family Reunifications, it is important to note that SWAG staff make contact with the family of the clients prior to placing them on thor transportation to ensure that they are willing to receive them and have stable residency. ● Return to Streets - To promote transparency SWAG documents when a previous client that was a street exit has returned to the streets / to homelessness. ● Service Connections - Details the summary of the services the client was connected to based on the client’s personalized plan.

Beyond SWAG's internal reporting, the team maintains records in our HIPAA compliant database. A profile is created for each client, and when the necessary documentation – including the Vulnerability Index Service Prioritization Decision Assistance Tool (VI-SPDAT), homeless verification, and disability verification – is collected, it is uploaded into the client’s profile on the HMIS System. Obtaining these documents is prioritized upon a client's intake, at which point they are entered into the Coordinated Entry System, ensuring a comprehensive and coordinated approach to managing homelessness within the community.
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________________________________________________________________ 10/22/2024 D4 141 of 186

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________________________________________________________________ Proposed Staff
Program Manager- The Program Manager will oversee and coordinate the work of employees, providing specialized support to the Project Coordinator and staff. This role involves establishing and maintaining effective coordination within the team, ensuring that projects are on track, and meeting organizational objectives. The Program Manager will also be responsible for developing new programs, resolving team conflicts, and managing disciplinary actions as needed.

Project Supervisor- Program Coordinator will help to organize, supervise, and facilitate the work among employees, as well as provide specialized support to case management and outreach staff under the supervision of the Program Manager. This position will establish and maintain a framework for activities in order to build a strong inter-jurisdictional coordination structure, align policies, promote systems integration and promote collaboration among public agencies, businesses, community groups and faith-based organizations; and to do other work as required. All duties will be performed with a multidisciplinary and multi agency team approach.

Case Managers- Case Managers will provide case management, housing navigation, and housing retention services to SWAG clients. This position is responsible for providing field based, direct client services alongside a team of outreach workers, case managers, housing locators, and community providers. Case management services include, but are not limited to, outreach/ engagement, case management assessment and service planning, mainstream entitlement application and/ or connection to employment services, housing location, addressing all service needs to stabilize clients in housing, and promote recovery and community integration.

Outreach Specialist- Outreach workers, under general supervision, will conduct daily mobile outreach to the unsheltered chronically homeless living on the streets and other places not meant for human habitation. In Addition, they will conduct intakes and housing assessments, counseling services, crisis intervention, resource referrals and case management to homeless individuals and families throughout 10/22/2024 D4 142 of 186

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________________________________________________________________ the city. Outreach Workers will work within harm reduction and person centered models. The Outreach Team will work with city staff, local service providers, health professionals, law enforcement, faith based community representatives, local residents and business to help coordinate community efforts to assist those experiencing homelessness permanently exit life on the streets. 10/22/2024 D4 143 of 186

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________________________________________________________________ Budget
The SWAG homeless services team will follow a Monday-Friday, 7:30am-4:30pm schedule. The term of services will be September 15, 2024- June 30, 2027. Homeless Services team members provide full-time, 40 hours per week service, based upon staffing availability. For each hour an Homeless Services team member works, the City of Vista will be billed at the hourly rates listed below:
2024-2027 City of Vista

EXPENSE CATEGORY FTE
Hourly
Rate
Approx.

Annual
Budget
Outreach & Case Management Services
Outreach Specialist / Case Manager 3 $60 $374,400
Project Assistant 1 $40 $83,200
Transportation Costs
$18,500
Administration Costs (5%)$23,805

TOTAL PROPOSED ANNUAL BUDGET
$499,905
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____________________________________________________________ Budget
2024-2025 City of Vista

EXPENSE CATEGORY FTE
Hourly
Rate
Approx.

Annual
Budget
Outreach & Case Management Services
Outreach Specialist / Case Manager 3 $60 $374,400
Project Assistant
1 $40 $83,200
Transportation Costs
$18,500
Administration Costs (5%)$23,805

TOTAL PROPOSED ANNUAL BUDGET
$499,905
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CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Angela Baggett, City of Vista
Proposer: Retread Total Score: ___87_________ Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1)Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2)Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3)Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4)Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5)Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6)Identify gaps in homeless services and assistance needs in Vista; 7)Ensure safety of personnel and inform City of any conflicts; 8)Identify gaps in homeless services in Vista and provide report; 9)Covers all operating costs related to case management; and 10)Participate in community meetings related to the Strategic Plan to addres homelessness.

RE #1: Services available/provided are very detailed,
but unclear how they are implemented on a street-
based case management service model. Experience
with providing services seems limited to BCNC.

The proposal addresses 2-10.
25 20
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Experience with providing services seems limited to
BCNC.
20 15
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EXHIBIT 6

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

These are addressed, but again limited to BCNC
opening in Jan. 2024.
15 12
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Clearly stated. 20 20
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional.

Detailed and reasonable. 20 20
TTOTAL 11000 87

Additional Scorer’s Notes:
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CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET

Scorer and Agency Name: Angela Baggett, City of Vista
Proposer: SDRM Total Score: ___85_________ Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Identify gaps in homeless services in Vista and provide report; 9) Covers all operating costs related to case management; and 10) Participate in community meetings related to the Strategic Plan to addres homelessness.

#3 staff position was not discussed
All other items were addressed in the proposal
25 23
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Some detailed experience provided, but limited- offer
more info upon request.
20 17
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PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

15 15
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Outcomes for PEH served and timelines for milestones
were not provided in relation to population served
20 10
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional.

20 20
TTOTAL 11000 85

Additional Scorer’s Notes:
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CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET

Scorer and Agency Name: Angela Baggett, City of Vista
Proposer: SWAG Total Score: ___83_________

Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Identify gaps in homeless services in Vista and provide report; 9) Covers all operating costs related to case management; and 10) Participate in community meetings related to the Strategic Plan to addres homelessness.

The proposal did not address #3, #7, and #10
25 20
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OOrganization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

This appears to be a somewhat new organization.

While it is mentioned that the founders had previous
experience, the previous experience is not quantified or expanded on. The programs that they have worked
with are listed, but unclear if that was during SWAG or during the previous time working at City.

20 17
PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

There is no mention of having persons with lived
experience or peer support workers as part of the
project team.
15 12
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Annual project schedule not detailed. 20 19
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional.

Budget is an overview, not detailed. What is included in transportation costs? Does hourly rate include benefits for employees, etc.
20 15
TTOTAL 11000 83

Additional Scorer’s Notes: Proposal mentions leaving Homeless Services at local city government- negative connotation when they say “they could achieve and reach more people through their own non-profit, unburdened by bureaucratic obstacles.” Raises concern about willingness to work with imposed local gov and grant guidelines.
10/22/2024 D4 152 of 186



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10/22/2024 D4 167 of 186

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10/22/2024 D4 170 of 186

10/22/2024 D4 171 of 186

10/22/2024 D4 172 of 186

10/22/2024 D4 173 of 186

CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Jonathan Lung, City of Vista
Proposer: Retread Total Score: ___77_________ Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Covers all operating costs related to case management; and 9) Participate in community meetings related to the Strategic Plan to addres homelessness.

Mission Tracker software for data collection and
reporting; integrates with HMIS. Identifies key
resources with flex funds and existing services.

Rapid rehousing administered via committee with
weekly meetings.

Cites PITC and intent to identify all PEH by name within 6 months
Does not discuss current gaps in services and proposal
to fill
Restates most of the RFP prompts without meaningful
substance
25 20
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Currently operates BCNC with good success, but with
roughly 6 months of experience and operations.
20 15
10/22/2024 D4 174 of 186

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

Retread is new organization with relevant but limited
experience. Senior staff would split time between BCNC
and outreach, which may not be ideal. Three outreach
teams, including one multi-disciplinary team
15 12
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Objectives are provided for first 12 months. Does not
discuss objectives for remainder of project and how to
engage with those anticipated to refuse services during first 12 months.
20 15
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional.

Proposed Toyota Camry leases don’t seem appropriate;
too small. General outreach supplies identified in
narrative but are broad and budget does not clarify or
justify cost. No in-kind or leveraged funds
demonstrated.
20 15
TTOTAL 11000 77
Additional Scorer’s Notes: Retread identifies key staff and discusses individual staff experience but is inexperienced in outreach as an organization.

Discusses efficiencies with operating BCNC which is a bonus. Accomplishments are short-sighted. Budget is sufficient, but certain items are not detailed well. Retread has demonstrated willingness and reliability with attending public and private meetings as directed by staff. 10/22/2024 D4 175 of 186

CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Jonathan Lung, City of Vista
Proposer: SD Rescue Total Score: ___86_________ Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Covers all operating costs related to case management; and 9) Participate in community meetings related to the Strategic Plan to addres homelessness.

Explicitly discusses by-name list; priority for City.

Further delineates individual BNL for each
encampment –consistent with RTFH ĐŽŵŵƵŶŝƚLJ
ƐƚĂŶĚĂƌĚƐ.

Utilizes Mission Tracker for bilateral integration with HMIS and CIE.

Not only references RTFH guidance but cites it.

Discusses close coordination with existing shelters to
determine appropriateness and roles of providers
during coordination.

Thoughtful reporting metrics exceeding those in RFP,
but does not specify proposed metric
observations/accomplishments
Senior mgmt. included with admin costs. Utilizes
interns. Hiring Policy and Procedures included.

Timeline vague past implementation.
25 23
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Proposal doesn’t cite previous accomplishments with
outreach, but program design demonstrates strong
grasp of work on paper
20 17
10/22/2024 D4 176 of 186

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

Senior mgmt. well qualified and staff to-be-hired hold
appropriate minimum requirements. Hiring process
thoroughly described
15 14
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Reporting metrics are well-thought but no outcomes
proposed. Project schedule is broad after
implementation period
20 15
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional.

Budget is sufficient. “Supplies” not defined and may be high.
20 17
TTOTAL 11000 86
Additional Scorer’s Notes: demonstrated familiarity with Vista resources; proposal is well informed. Lacks proposed outcomes but suggests accomplishments will be based on BNL and its progress.
10/22/2024 D4 177 of 186

CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Jonathan Lung, City of Vista
Proposer: SWAG Total Score: ___80_________ Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Covers all operating costs related to case management; and 9) Participate in community meetings related to the Strategic Plan to addres homelessness.

Calls out local PITC and high-level understanding of
local resources.

Primary focus on SMI and SUD and identifies
appropriate resources to address those at a high-level.

Outreach model designed around existing studies of
homelessness.

Discusses stakeholder coordination and identifies key
stakeholders, but does not discuss case conferencing in detail and propose its coordination.

Does not discuss lived-experience on program design
nor implementation.
25 20
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Discusses experience and cites empirical data on
design of existing program in other areas, but doesn’t
granular data on accomplishments to describe.
20 15
10/22/2024 D4 178 of 186

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

Proposal demonstrates author experience with
managing program at high-level but doesn’t discuss
details of proposed operations at the ground level.

Proposed staffing describes roles but not qualifications. 15 12
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Proposed work is described at a high-level. Measurable
outcomes are provided but are not time bound within
the 12-month program year.

Reporting mechanism is described well and provided
with visual template.
20 18
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional.

Personnel costs higher than industry standard. No flex
funds proposed outside of transportation costs.
20 15
TTOTAL 11000 80
Additional Scorer’s Notes: Proposer describes homeless outreach at a conceptual and high-level. Demonstrates strong understanding of how effective outreach should look, but doesn’t describe how they will be implemented specifically in Vista with local resources and barriers. 10/22/2024 D4 179 of 186

CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Joshua Sino Cruz (City of Vista) Total Score: 72 Proposer: Retread
Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Covers all operating costs related to case management; and 9) Participate in community meetings related to the Strategic Plan to addres homelessness.

In a broad manner, proposal addresses the scope of
services objectives.
25 17
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Has only been in operation since 3/4/2024.
20 14
10/22/2024 D4 180 of 186

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

Didn’t really talk about qualifications and professional experience for specific positions.
15 11
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Goal is to get a count and know each individual by
name in 6 mos. (PITC was 170 in Jan 2024).
20 14
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional. $650k budget 20 14
TTOTAL 11000 72
Additional Scorer’s Notes:

This contractor's budget is about 30% higher than the other proposals, and they've only been in operation since March 2024. While they’ve established partnerships and aim to know all individuals by name in six months, this goal seems ambitious. Their proposal hits the right points but lacks clarity on how they will execute effectively. On the positive side, they currently operate the BCNC, which could offer some continuity in services. 10/22/2024 D4 181 of 186

CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Joshua Sino Cruz (City of Vista) Total Score: 84 Proposer: SDRM
Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Covers all operating costs related to case management; and 9) Participate in community meetings related to the Strategic Plan to addres homelessness.

Addresses everything in RFP. Extensive, historical
experience and IT Tracking looks to set them apart
from other proposals.
25 20
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

In operation since 1955.
20 16
10/22/2024 D4 182 of 186

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

When hiring staff, lived experience is one of their
qualifications. Has direct experience in, around San
Diego County. Shows different positions and
qualifications needed to fill those positions.
15 13
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Shows project schedule, meeting and making any
necessary adjustments along the way.
20 17
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional. $496,625 Budget 20 18
TTOTAL 11000 84
Additional Scorer’s Notes:

This contractor offers several strengths, including an established shower program, a solid presence in North County, and extensive experience with a broad network of service providers. Their staffing includes individuals with lived experience, and their IT tracking system shows promise for case management. Their flexible budget is also an asset. One potential concern is that they are faith-based, which could be off-putting to some individuals, though this did not impact scoring.
10/22/2024 D4 183 of 186

CCITY OF VISTA CITYWIDE HOMELESSNESS OUTREACH AND HOUSING NAVIGATION RFP PROPOSAL EVALUATION SHEET Scorer and Agency Name: Joshua Sino Cruz (City of Vista) Total Score: 77 Proposer: SWAG
Evaluation Standard Notes Max..
ppoints
Score
Quality of the Approach
Clearly describes the proposed approach to provide services. Clearly defines roles of staff and process/system for referrals.

Documents the ability to meet all scope of services objectives:
1) Provide street-based case management services within the encampment area, at designated community sites independently and in coordination with local stakeholders;
2) Describe approaches to local coordination with community service providers, plans for tracking demographics, and developing quantitative and qualitative reports;
3) Staff a position to receive and follow up with calls for self-referrals and citizen concerns regarding known PEH in the area;
4) Complete a comprehensive assessment for each client and develop a detailed individual service plan. Assist clients to identify interim and permanent housing options based on their individualized service plan; 5) Complete accurate and thorough documentation of client meetings and interactions, including conversations and progress towards goals in a timely manner. Maintain data on each program participant and program milestones and provide reports and monthly invoices as required by the City;
6) Identify gaps in homeless services and assistance needs in Vista; 7) Ensure safety of personnel and inform City of any conflicts; 8) Covers all operating costs related to case management; and 9) Participate in community meetings related to the Strategic Plan to addres homelessness.

Addresses everything in the RFP.
25 18
Organization’s Experience
Describes the organizations experience with similar projects, service to similar target group and provides a history of successfully providing these services.

Thoroughly describes description of the project approach including outreach methods.

Founded in 2017 from those who original worked in
local government.
20 15
10/22/2024 D4 184 of 186

PProject Staff Experience and Expertise
Clearly describes staff’s experience and comfort working with the persons experiencing homelessness. Identifies and describes project staff, qualifications and professional experience, along with proposed weekly time commitment towards this project.

Didn’t really talk about qualifications and professional experience for specific positions.
15 11
PProposed Project Schedule and Outcomes
Provides a detailed scope of work for the project, including objectives, outcomes, and outcome measurements. The objectives are realistic and can be met during the program term. Includes a proposed annual project schedule, including key project tasks, deliverables, specific timelines and sequence The schedule and workplan is realistic.

Explicitly states 4 measurable goals. 20 15
BBudget
The project budget and value of proposed work is clear. Deliverables for dollars invested is evident. Costs are reasonable and directly related to program activities. In-kind or other leveraged funds are optional. $499,905 Budget 20 18
TTOTAL 11000 77
Additional Scorer’s Notes:

This contractor has staff with experience in local government, providing them with a deeper understanding of our objectives and the necessary guidelines.

Their proposed outreach approach appears adaptable to different scenarios that may arise. However, since they are not yet established in our region or county, they may need time to gain their footing.
10/22/2024 D4 185 of 186

Retread SDRM SWAG
A Baggett 87 85 83
A Henning 69 86.5 48
D Sturman 598666
J Sino Cruz 72 84 77
J Lung 75 90 80
Average 72.4 86.3 70.8
10/22/2024 D4 186 of 186

D4: City Wide Homeless Outreach Services
October 22, 2024

Background

Request for Proposal

Conclusion

Who We Are

Accomplishments within
The Continuum of Care (CoC)
•CoC Member and fully integrated with larger system of care •Mayors' Symposium –creating regional momentum
•Outcomes of Lighthouses comparable to SDHC Shelter System •Bridge in South Bay creating a truly regional response •ONC awarded Non-profit of the year (Assemblymember Davies) •Key contributor to the DA Shelter App
•Working with 211 with the goal of elevating Community Information Exchange (CIE)
•Reputation for quality of care

Background in Outreach
•Little Italy Association (Fall 2021)
•Shower Trailer Bread of Life, Oceanside (2022)
•Expanded shower trailer efforts (2023)
•Oceanside Mainstreet Association (Summer 2023)
•Coordinated Outreach in South Bay (Summer 2023)
•Hub Spots (Summer 2024)

The Team
Paul Armstrong
•MSW-USC 2017
•Retired Navy
•Previous experience:
•Social Services Director, The Salvation Army
•Chief Programs Officer, RTFH
Carla Vanegas
•Lived Experience
•Presented on Outreach at the National Alliance to End Homelessness National Conference •Participated in Coordinated Outreach in the City of San Diego and South Bay

Evaluating Complex Systems

The Plan
•RTFH Community Standards (Relational Model)
oStreet Case Managment
•By Name List (Quality over Quantity)
•Care Coordination
•The Importance of Collaboration
•Accessibility by the community (We answer our phones!) •Data Sytems:
oHomeless Management Information System (HMIS)
oMission Tracker
oCIE
oEPONIC

The Plan (continued)
•After hour procedures
•Active participation in
oStanding Committee Meeting on Homelessness
oCity Council Meetings (when needed or requested)
•Diversion (RTFH Trained)
•Role of CalAim
•Timeline:
oActively hiring (plan to have the full team by mid Nov) oTraining Nov/Dec
oBe present and building relationships in November
oFully functional by the end of December

Staffing
Leadership
Executive Team/Board of Directors
Program Leadership: Director of Outreach
Budgetted Staff
Program Manager (Exempt). This will be the lead position and will be the main staff responsible for the street outreach.

This position will report to the Director of Outreach. This position will manage reporting, coordinate with the City of Vista and manage the staff hired for this project.

Coordinator (Hourly). This position will be the liaison with other service providers and community support. This is to enable effective collaboration by having a staff person responsible for managing and coordinating these critical relationships.

Outreach Lead/Workers (Hourly). This will be a street case manager who will lead direct street outreach within the City of Vista.

Supporting Staff
Social Services Team: Behavioral Health and Children Resource Center (includes internship relationships with local universities)
Community Engagement: Volunteers, Churches and Corporations

Training
Staff Lead Training
Motivational Interviewing
Trauma Informed Care
Ethics & Healthy Boundaries
De-Escalation Training
Overview of Behavioral Health & Substance Use Disorders External Training
HMIS to include Coordinated Entry System (CES)
CPR & First
Narcan
Mental Health First Aid
Homelessness Training Resources (up to four hours of training from this site) SAMHSA Developing competence in working with the LGBTQAI+ Community (The San Diego LGBT Community Center
National Alliance to End Homelessness (up to eight hours of training to include Cultural Humility) This is only a portion of the training provided. A full list has been provided to City Staff.

Budget
•Fiscally responsibility
oWe are okay being underbudget if we are being effective •Budget:
oStaffing: $300K
oGeneral Operating: $100K
oFlexible Spending (Best Practice) $55K
Total Program Costs: $450K
oAdministrative Overhead (10%) $45K
•Does not include In-Kind Donations
Starting budget assumption does have us underbudget

Reporting
•Number of unduplicated individuals served
•Type of service interactions (What are we doing and where are we doing it) •Progress on the by-name list
•Exits from street homelessness
•Exits to permanent housing
•Individuals maintaining housing after 12 months of housing placement •Demographics of those being served with a focus on Diversity, Equity and Inclusion •Success stories
•Community engagement activities (proof we are answering our phones) •Number of people served through shower trailer events
Long Term System evaluation:
•Average Length of Homelessness
•How Many Housed
•How Many Stay Housed

Goals
•Work ourselves out of a job
oDecommissioning was a part of our proposal
•Tangible impact on the community… pass the “eyeball test” •Community is thankful
•You believe this was one of the best decisions you ever made There is a change in the state of Homelessness in Vista!!!

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