Vista City Council
June 24, 2025

ACTION:
____________________________

Clerk/Secretary
Department: City Manager Item No: D5
Prepared by: Johannah Knieff, Management Analyst Meeting Date: June 24, 2025 Approved by:

Imelda Huerta, Assistant City Manager
John Conley, City Manager Agenda Location: Consent Calendar S
UBJECT: DISBURSEMENT OF OPIOID SETTLEMENT FUNDS TO GREEN OAK RANCH

MINISTRIES- RESIDENTIAL RECOVERY PROGRAM
RE
COMMENDATION:

1. Adopt City Council Resolution No. 2025- , approving an agreement with Green Oak Ranch Ministries for the disbursement of National Opioid Settlement Funds to operate a residential recovery program.

2. Adopt City Council Resolution No. 2025- , amending the Operating Budget for Fiscal Years 2023/24 and 2024/25.

CO
RRELATION TO CITY COUNCIL GOALS: Homelessness and Housing.

P
RIOR ACTION: On November 9, 2021, adopted City Council Resolution 2021-192, authorizing joinder in the National Opioid Settlement and Authorizing the City Attorney to Execute the Necessary Joinder Documents (Vote: 5-0).

S
TATEMENT ON THE SUBJECT: On November 9, 2021, City Council authorized participation in the National Opioid Settlement, potentially receiving up to $1.1 million over an 18-year period. In alignment with the City Council’s adoption of the Strategic Plan to Address Homelessness (March 20, 2020), funds from the settlement are being directed toward initiatives that prevent and reduce substance use disorder (SUD) and opioid use disorder (OUD), support recovery, and improve overall community health outcomes.

To dat
e, the City has received $323,063.57, with a projected lifetime total of $910,998.41. No expenditures have occurred to date. The City has set aside $323,063.57 in one time support to fund projects focused on opioid-related initiatives. Approximately $25,000 in recurring funds may also be available for the same purposes.

O
n March 19, 2025, the City released a Notice of Funding Availability (NOFA) inviting proposals that address the opioid crisis through evidence-based treatment, prevention, housing stabilization, and outreach strategies. The NOFA emphasized High Impact Abatement Activities (HIAA), including recovery housing, harm reduction, and justice diversion.

In response to the NOFA, Green Oak Ranch Ministries submitted a proposal to partially fund a residential recovery program designed to serve individuals experiencing both homelessness and substance use AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
06/24/2025
D5

MEETING DATE: June 24, 2025 PAGE 2
SUBJECT: DISBURSEMENT OF OPIOID SETTLEMENT FUNDS TO GREEN OAK RANCH

MINISTRIES- RESIDENTIAL RECOVERY PROGRAM
disorders. Located on a central campus in Vista, the program provides up to 24 recovery beds in a communal, therapeutic environment that supports long-term stabilization and personal development.

Participants reside on-site for approximately 6 to 12 months and engage in a structured daily schedule that includes recovery-based group meetings, life skills development, vocational readiness activities, spiritual support, and community service. The program model is trauma-informed, emphasizing personal responsibility, peer accountability, and holistic healing.

Key features of the program include:
• Stable housing in a safe, substance-free setting;
• Daily structure that supports recovery and self-sufficiency; • Peer mentoring and community-building to strengthen support systems; • Work therapy and service opportunities that help residents build purpose and job readiness; • Discharge planning that connects participants with permanent housing and outpatient services.

Green Oak Ranch Ministries has operated for over 75 years and brings extensive experience in addiction recovery, housing, and faith-based service delivery. The proposed program aligns with multiple HIAA outlined in the California Opioid Settlement guidelines, including recovery housing, treatment infrastructure, and support for vulnerable and justice-involved populations.

Funding from the City’s Opioid Settlement allocation would support staff salaries, resident services, utilities, and campus operations necessary to maintain and expand access to recovery housing for Vista residents. The proposed agreement will cover the per month cost of ten recovery beds over the span of twelve months for a total contract ceiling of $189,240.00. • Per month cost ($1,577) x 10 beds x 12 months: $189,240 The following is a breakdown of Green Oak Ranch Ministries’ overall operational expenses for 2025. • Total program related expenses for 2025: $643,2
40 • Tot
al expenses per month: $53,603
• Tot
al monthly cost per each of 34 residents: $1,762
• P
er night cost: $52 Per month cost: $1,577
per night monthly annually
Cost per resident 52 1,577 189,240
Aggregate Expenses 1,762 53,603 643,240
Program fees per bed 25 750 9,000
Unmet expenses per bed 27 827 9,924
Unmet expenses Aggregate 924 28,118 337,416
In addition, the City of Vista was able to fund the remainder of NOFA applicants. Please see below chart of all proposals. Agreements with the remainder applicants will be processed under the City Manager’s authority.
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MEETING DATE: June 24, 2025 PAGE 3
SUBJECT: DISBURSEMENT OF OPIOID SETTLEMENT FUNDS TO GREEN OAK RANCH

MINISTRIES- RESIDENTIAL RECOVERY PROGRAM
Agency Name Program Description Recommended
Funding
Green Oak Ranch
Ministries
Residential Recovery Program for individuals resolving opioid use disorders while concurrently experiencing homelessness. $189,240.00 Green Oak Ranch
Ministries
Production costs for an educational documentary drawing national attention to the importance of addiction recovery programs in the fight against opioids and other substances.
$29,300.00
Heavy Breathing
Foundation
Strength-based intervention program tailored for the prevention and treatment of youth and adults experiencing opioid use, housing instability, and reentry barriers.
$80,000.00
Rising Tide Ranch
Sober Living
Transitional Housing Program for individuals in recovery from opioid use disorders. $36,000.00
Rising Tide Ranch
Sober Living
Provides groceries and essentials to residents in recovery, paired with life skills and nutrition education. Supports holistic recovery and reentry through food security.
$6,000.00
Vista Community
Clinic
Youth development programs directed at middle- and high- schoolers identified as being at an increased risk of developing opioid or substance use disorders, with an emphasis on education and early intervention.
$52,000.00
F
ISCAL IMPACT: Approval of the Staff Report will authorize the contract with Green Oak Ranch Ministries for $189,240.00. Additionally, approval will amend the Operating Budget for Fiscal Years 2023/24 and 2024/25 by recognizing $323,063.57 in the Opioid Revenue Account (1160028.427100.OPIOD) and appropriating the funds into the Opioid Expense Account (1160355.531500.OPIOD) for the remaining programs.

EXHIBITS:

1. City Council Resolution No. 2025- , approving agreement with Green Oak Ranch Ministries Residential Recovery Program for the disbursement of National Opioid Settlement Fund to operate a residential recovery program

2. City Council Resolution No. 2025- , amending the Operating Budget for Fiscal Years 2023/24 and 2024/25

3. Opioid Settlement Funds- Notice of Funding Availability

4. Green Oak Ranch Ministries – Residential Recovery Program Proposal

5. Agreement - Green Oak Ranch Ministries - Opioid Settlement Funds 06/24/2025
D5

RE
SOLUTION NO. 2025-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING AN AGREEMENT WITH GREEN OAK

RANCH MINISTRIES FOR THE DISBURSEMENT OF OPIOID SETTLEMENT

FUNDS TO OPERATE RESIDENTIAL RECOVERY PROGRAM
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 November 9, 2021, City Council passed and adopted Reso. 2021-192, authorizing joinder in the National Opioid Settlement and authorizing the City Attorney to execute the necessary joinder documents (Vote: 5-0).

B. On March 19, 2025, the City released a NOFA inviting proposals that address the opioid crisis through evidence-based treatment, prevention, housing stabilization, and outreach strategies. The NOFA emphasized High Impact Abatement Activities (HIAA), including recovery housing, harm reduction, youth prevention, and justice diversion.

C. Green Oak Ranch Ministries submitted a proposal to partially fund a residential recovery program for adults experiencing both homelessness and opioid abuse disorders (OUD). This proposal strongly aligns with High Impact Abatement Activities (HIAA), particularly recovery housing and treatment infrastructure.

2. Action.

A. Approve subrecipient agreements with Green Oak Ranch Ministries for the disbursement of National Opioid Settlement Funds to operate a residential recovery program for individuals experiencing opioid use disorders and homelessness.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on June 24, 2025, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20250616073735
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
06/24/2025
D5

EXHIBIT 1
00029213 7
RESOLUTION NO. 2025-

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 _______________________, 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:
06/24/2025
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EXHIBIT 2
RESOLUTION NO. 2025-

CITY COUNCIL FOR THE CHARTERED CITY OF VISTA
PAGE 1

EXHIBIT A

1. Account Number Account Description Increase Decrease 1160355.531500.OPIOD Special Department Expense $323,063.57 1160028.427100.OPIOD Federal Grants- Opioid 323,063.57$ Appropriations are hereby made (and estimated revenues are hereby adjusted) to fund (the subject project). 06/24/2025
D5

Release Date: March 19, 2025
Submittal Date: April 18, 2025
Strategic Plan to Address Homelessness:

Opioid Settlement Funds 1
City of Vista
Housing & Homeless Services Division
STRATEGIC PLAN TO ADDRESS HOMELESSNESS:

Opioid Settlement Funds
Notice of Funding Availability
Applications Available March 19, 2025
Application Due Date April 18, 2025
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EXHIBIT 3
Release Date: March 19, 2025
Submittal Date: April 18, 2025
Strategic Plan to Address Homelessness:

Opioid Settlement Funds 2

INTRODUCTION
The City of Vista (City) is a charter city, incorporated in 1963, located seven miles from the Pacific Ocean in northern San Diego County. Vista is approximately 19 square miles with a population of 98,381. On March 20, 2020, City Council adopted a Strategic Plan to Address Homelessness (Strategic Plan) that utilizes a three-pronged approach, blending services, resources, and enforcement to address the following primary goals: 1) Prevent Homelessness; 2) Improve Quality of Life; and 3) Reduce Homelessness. The Strategic Plan can be found online at https://www.vista.gov/departments/housing-homeless-services/homeless- strategic-plan.

T
he City is announcing the availability of funds from California Opioid Settlements in support of the Strategic Plan through this Notice of Funding Availability (NOFA). These funds aim to provide targeted support for individuals struggling with Opioid Use Disorder (OUD) and/or other Substance Use Disorders (SUD), with an emphasis on substance abuse treatment, substance use prevention or other educational opportunities, and substance use recovery. Any submission should provide reasoning on how it supports the Strategic Plan.

FUNDING
Funding will be allocated through a competitive process for one or more projects that meet the criteria outlined in this NOFA. A description of funding sources is provided below. All funds dispersed must comply with California Department of Health Care Services’ (DHCS) standards on utilization of funds for Opioid Settlement monies found in Attachment B. The City must consider that no less than 50% of expenditures must be “High Impact Abatement Activities” as described in Attachment A.

California Opioid Settlements: The City has set aside approximately $300,000 in one time support to fund projects focused on opioid-related and other substance use related initiatives.

Approximately $25,000 in recurring funds may also be available for the same purposes.

SCOPE OF WORK
The scope of work outlines priorities by the City of Vista in addressing OUD and SUD through a series of targeted initiatives. Services rendered will be focused on residents of Vista and service priority should be given to other programs that are funded by the City.
• Provision of immediate access to detoxification and in-patient treatment beds to ensure timely and appropriate care for individuals in need.
• Prevention efforts directed at high school students and other vulnerable populations identified as being at an increased risk of developing OUD and SUD, with an emphasis o n
e
ducation and early intervention.
• Funds to assist with housing opportunities for individuals in recovery, facilitating their successful reintegration into society.
• Proposals that include the creation of educational materials aimed at reducing the stigma associated with addiction recovery, promoting a more inclusive and supportive environmen t
f
or individuals seeking treatment and rehabilitation.

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 NOFA 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 NOFA will not appear on the Electronic Prospective Bidders List 06/24/2025
D5

Release Date: March 19, 2025
Submittal Date: April 18, 2025

Strategic Plan to Address Homelessness:

Opioid Settlement Funds 3
and their Proposal will be considered non -responsive. If a Proposer is unable to register or download the NOFA 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.

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.

Questions on this N
OFA

All project related questions and requests for clarifications, changes, exceptions, and deviations to the terms and conditions set forth in this NOFA 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.

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 performing the proposed activities throughout the duration of an agreement for funds.

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 services and activities as described in th e proposal, and emphasize similar contracts or projects that required the performance of similar activities . 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. Organizational Capacity and Experience:
• Experience: Describe your organization's experience providing activities listed in your proposal or services similar in nature. Include number of years, population served, project scope, funding, partners, and number served by your program(s).
• Operational Capacity: Describe your organization's ability to complete the activities proposed .

Describe the basic organization and management structure of your agency, and any proposed partners or subcontractors.
• Data Management: Describe how your organization currently tracks and measures program outcomes and uses data to improve performance. Describe the organization's plan to track information for this program. Explain any current use of HMIS or the Coordinated Entry System. 06/24/2025
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Submittal Date: April 18, 2025

Strategic Plan to Address Homelessness:

Opioid Settlement Funds 4
• Financial Capacity: Describe your organization's financial policies and include your organization's most recently filed annual audit and financial statement. Respondents must explain the system in place to manage financial accounting and ensure adequate oversight and managem ent of fiscal systems.

3. General Program Overview: Provide a summary of the proposed services to be provided and how this relates to spending requirements in Attachment B.
• Eligibility:
o How the program is related to the Strategic Plan
o How the program ties to expenditure requirements from Attachment A and/or Attachment B o Who is eligible for services
o Data supporting the effectiveness of the type of service being proposed.

• Implementation Plan: Describe how your organization plans to implement and operate the proposed program. Describe the start -up process and any necessary work that is needed to engage partners, leverage services, and build relationships within the community, including conducting community engagement meetings.

• Operations: Describe key operating practices, including:
o Detailed description of the services to be provided
o Staffing plan
o Program operating times and days
o A description of how the program will be advertised to the intended population

• Safety: Provide a description of how your organization will develop policies and practices to ensure the safety and wellness of all participants and personnel if required to be around individuals actively using illicit substances.

• Outcomes: Describe how your work will support the goal of client stabilization and re-housing. o Describe how your efforts will support and improve an individual's health, income, and advancement towards housing placement and ongoing stability. o Approximate number of people to be served over the span of the funded program.

Budget and Cost Efficiency: Provide a comprehensive itemized budget proposal, which includes startup costs and ongoing operation costs. Include a detailed statement of hourly rates for all positions, full - time employees dedicated to the proposed program, subcontracting and consulting agreements, equipment and supplies, reimbursable expenses, in-kind contributions, other funding sources, etc. The budget should clearly explain all costs related to the services provided.

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 NOFA to determine whether the respondent possesses the professional qualifications necessary for the satisfactory performance of the activities proposed. The City will also investigate the qualifications of all respondents to whom an 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):
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Release Date: March 19, 2025
Submittal Date: April 18, 2025
Strategic Plan to Address Homelessness:

Opioid Settlement Funds 5
• Qua
lity of the approach, clarity, rationale and feasibility (25 points) • How the proposal aligns with the Strategic Plan and Attachments A and B (20 points) • Organization and Project staffs’ experience and expertise (15 points) • Proposed activity(ies) schedule and outcomes (20 points) • Budget and value of proposed activities and deliverables for dollars invested (20 points) The City may conduct interviews as a part of the evaluation process.

AWARD OF AGREEMENT
Upon completion of the review period, the City will notify proposers whose proposal will be considered for further evaluation and negotiation. Any delay caused by proposers’ failure to respond to direction from the City may lead to a rejection of the proposal.
a. I
f the City determines, after further evaluation and negotiation, to award an agreement, a contract for services agreement will be sent to successful proposers for the proposers’ signatures. 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 NOFA March 19, 2025
Proposal Submission Deadline April 18, 2025, 5:00 p.m.

Interviews (if needed) April 21-22, 2025
Selection and Funding Award April 23, 2025
*Dates are subject to change
The City reserves the right to extend the date by which proposals are due via addenda.

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 NOFA 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 NOFA at any time.

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 06/24/2025
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Submittal Date: April 18, 2025

Strategic Plan to Address Homelessness:

Opioid Settlement Funds 6
be clearly identified. In order to protect trade secrets from disclosure, pursuant to a P ublic Records Acts request, you must agree in writing to defend and indemnify the City of Vista if litigation results.

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California Department of Health Care Services
Deputy Director’s Office, Behavioral Health
P.O. Box 997413 | Sacramento, CA | 95899-7413
MS Code 2710 | Phone (916) 440-7800 | www.dhcs.ca.gov
State of California
Gavin Newsom, Governor
California Health and Human Services Agency
DATE: January 4, 2024
Behavioral Health Information Notice No: 24-002
TO: California Alliance of Child and Family Services
California Association for Alcohol/Drug Educators
California Association of Alcohol & Drug Program Executives, Inc.

California Association of DUI Treatment Program
California Association of Mental Health Peer Run Organizations California Association of Social Rehabilitation Agencies California Consortium of Addiction Programs and Professional California Council of Community Behavioral Health Agencies California Hospital Association
California Opioid Maintenance Providers
California State Association of Counties
Coalition of Alcohol and Drug Associations
County Behavioral Health Directors
County Behavioral Health Directors Association of California County Drug & Alcohol Administrators
SUBJECT: California Participating Subdivision Use of Opioid Settlement Funds Allocated from the California Abatement Accounts Fund.

PURPOSE: To provide guidance to California’s Participating Subdivisions on the use and reporting requirements for funds received from the California Abatement Accounts Fund.

REFERENCE: National Opioid Settlement Agreements and California State- Subdivision Agreements with pharmaceutical distributors McKesson, Cardinal Health, and AmerisourceBergen, and opioid manufacturers Allergan, Janssen Pharmaceuticals, Johnson & Johnson, Teva, and pharmacies Walgreens, Walmart, and CVS.

BACKGROUND
In 2022, California Attorney General Rob Bonta announced the final settlement agreements with prescription opioid manufacturer Janssen Pharmaceuticals and Johnson & Johnson (collectively, Janssen) and pharmaceutical distributors McKesson, Cardinal Health, and AmerisourceBergen (collectively, Distributors). In 2023, Attorney General Bonta announced proposed multistate settlements with opioid manufacturers Allergan, Teva, and pharmacies Walgreens, Walmart, and CVS (collectively, the Pharmacies).These settlements mark the culmination of years of negotiations to resolve more than 3,000 opioid-related lawsuits and related investigations brought by state and

ATTACHMENT A
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Behavioral Health Information Notice No.: 24-002

January 4, 2024

local governments across the country and will provide substantial funds for the abatement of the opioid crisis in California. California and its cities and counties stand to receive up to $1.8 billion for substance use prevention, harm reduction, treatment, and recovery from Allergan, Teva, and the Pharmacies. This is in addition to the up to $2.2 billion California is expected to receive from the Janssen and Distributors settlements.

Payment timeframes vary by settlement and can last up to 18 years. California, and counsel representing a group of cities and counties, agreed on a proposed allocation of recoveries that California will receive pursuant to these opioid settlements. A summary of the allocation can be found in Table 1.

ATTACHMENT A
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Behavioral Health Information Notice No.: 24-002

January 4, 2024

Table 1. California Opioid Settlement Fund Distribution

Fund Type Recipient(s) Allowable Uses
CA Abatement
Accounts Fund (70%)
CA Participating
Subdivisions1
Funds must be used for future opioid
remediation in one or more of the areas
described in Exhibit E of the National
Opioid Settlement Agreements; AND

No less than 50% of the funds received in
each calendar year will be used for one or
more High Impact Abatement Activities.2
CA Subdivision Fund
(15%)
CA Plaintiff Subdivisions3 Funds must be used towards future opioid remediation and to reimburse past opioid-
related expenses, which may include
litigation fees and expenses.

California State Fund
(15%)
The State of California Funds must be used for future opioid remediation.

Payments to the State of California (California State Fund), Participating Subdivisions (CA Abatement Accounts Fund) and the Plaintiff Subdivisions (CA Subdivision Fund) will be distributed by the Settlement Fund Administrator, BrownGreer PLC (BrownGreer).

California has named the Department of Health Care Services (DHCS) as the oversight and monitoring entity for opioid settlement funds, pursuant to the California State- Subdivision Agreements and Government Code, Title 2, Division 3, Part 2, Chapter 6, Article 2, Section 12534. All Subdivisions are required to coordinate with the Settlement Fund Administrator to ensure receipt of the allocated amounts. All Subdivisions are also required to report to DHCS to ensure the opioid settlement funds are expended as required under the National Opioid Settlement Agreements and the California State- Subdivision Agreements, until at least one year after all funds from the settlements are fully expended.

1 Cities and Counties that are eligible to receive monies from the CA Abatement Accounts Fund are listed in Appendix 1 of the relevant California State-Subdivision Agreements. Only cities and counties that are CA Participating Subdivisions may receive funds from the CA Abatement Accounts Fund. A city or county’s allocated share is listed under Abatement Percentage in Appendix 1.
2 DHCS may add HIAA to this list throughout the program period but may not remove from it. When deciding whether and which activities to add to the HIAA list, DHCS will make reasonable efforts to consult with stakeholders, including Participating
3 Plaintiff Subdivisions are cities and counties that are allocated a share of the CA Subdivision Fund. A Plaintiff Subdivision’s allocated share is listed under the Plaintiff Subdivision Percentage of Appendix 1 of the relevant California State-Subdivision Agreements

ATTACHMENT A
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Behavioral Health Information Notice No.: 24-002

January 4, 2024
This guidance letter pertains to Participating Subdivisions (California’s participating cities and counties) receiving funds from the CA Abatement Accounts Fund through California’s Opioid Settlements. Specifically, this guidance relates to funds from opioid settlements with Janssen and the Distributors, as well as any future opioid settlements which follow a similar structure, including proposed settlements with Allergan, Teva, and the Pharmacies. This guidance does not pertain to funds received from bankruptcy matters, such as Mallinckrodt plc, which will be addressed through separate guidance.

CA ABATEMENT ACCOUNTS FUND ALLOWABLE EXPENDITURES
Exhibit E of the Settlement Agreements
All funds received from the CA Abatement Accounts Fund and if applicable, any interest earned on these funds, must be expended on future opioid remediation activities focused on prevention, intervention, harm reduction, treatment, and recovery services in California communities. Participating Subdivisions shall pursue one or more opioid remediation strategies from the areas listed in Exhibit E of the National Opioid Settlement Agreements.

Priority should be given to the core opioid remediation strategies as listed under “Core Strategies” in Schedule A of Exhibit E.

High Impact Abatement Activities (HIAA)
California state officials, in partnership with counsel representing cities and counties, have agreed on a list of opioid remediation activities to prioritize within the State of California.

These priorities, referred to as HIAA, can be found in the respective California State- Subdivision Agreements. Pursuant to the California State Subdivision Agreements, DHCS may add to this list (but not delete from it) by designating additional HIAA.4 DHCS will make reasonable efforts to consult with stakeholders, including Participating Subdivisions, before adding additional HIAA to this list.

Pursuant to the California State-Subdivision Agreements, no less than 50% of the funds received by a Participating Subdivision from each of the respective settlements in each calendar year, must be used for one or more of the HIAA listed below:
• High Impact Abatement Activity 1: Provision of matching funds or operating costs for substance use disorder (SUD) facilities within the Behavioral Health Continuum Infrastructure Program (BHCIP).

Authorized in 2021, the BHCIP allows entities to use funds to “construct, acquire, and rehabilitate real estate assets or invest in needed mobile crisis infrastructure to expand the community continuum of behavioral health treatment resources.” Funds 4 DHCS does not have the authority to modify the HIAA language from these agreements.

ATTACHMENT A
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Behavioral Health Information Notice No.: 24-002

January 4, 2024

received from the opioid settlements may be used for matching funds or operating costs for SUD facilities within the BHCIP.

• High Impact Abatement Activity 2: Create new or expanded SUD treatment infrastructure.

Infrastructure, in this case, is defined as the physical or programmatic costs to expand or create new SUD treatment, including treatment that addresses co- occurring mental health disorders and SUD. Physical infrastructure may include, but is not limited to, the purchase of buildings or the renovation of facilities and related equipment. Programmatic infrastructure may include, but is not limited to, resources that expand access to and the availability of SUD treatment (for example, access to Medication for Addiction Treatment, personnel costs, telehealth costs, and/or Electronic Health Records systems).

• High Impact Abatement Activity 3: Addressing the needs of communities of color and vulnerable populations (including sheltered and unsheltered homeless populations) that are disproportionately impacted by SUD.

Opioid remediation activities specifically addressing the needs of those at risk of developing an SUD within communities of color, including racial and/or ethnic minorities, and vulnerable populations. Vulnerable populations include, but are not limited to, individuals with limited or no access to health care, individuals experiencing adversities related to socioeconomic status, gender, sexual orientation, and/or mental health conditions, unhoused individuals, pregnant and parenting individuals, and/or at-risk children and youth.

• High Impact Abatement Activity 4: Diversion of people with SUD from the justice system into treatment, including by providing training and resources to first and early responders (sworn and non-sworn) and implementing best practices for outreach, diversion and deflection, employability, restorative justice, and harm reduction.

Diversion is a term used to describe intervention approaches that redirect individuals with an SUD away from formal processing in criminal justice settings and into treatment, recovery, and/or other support services. Diversion strategies include pre- arrest, pre-arraignment, and pre-trial activities aimed at directing an individual towards a treatment or care program as an alternative to imprisonment. Activities related to interdiction or criminal investigation, apprehension, and processing are not considered diversion.

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• High Impact Abatement Activity 5: Interventions to prevent drug addiction in vulnerable youth.

Intervention is a term used to define specific activities that reduce the risk of vulnerable youth developing an SUD. Vulnerable youth include but are not limited to youth in foster care, juvenile justice-impacted youth, youth from communities of color, and/or experiencing adversities related to socioeconomic status, gender, sexual orientation, mental health conditions, pregnant and parenting youth, and unhoused youth.

• High Impact Abatement Activity 6 (New): The purchase of naloxone for local entities including for distribution and efforts to expand access to naloxone for opioid overdose reversals.

Naloxone is a life-saving medication that reverses an opioid overdose while having little to no effect on an individual if opioids are not present in their system. Naloxone works by blocking the opioid receptor sites and reversing the toxic effects of the overdose. It has few known adverse effects and no potential for abuse. Naloxone comes in injectable and prepackaged nasal spray formulations.

Funds can be used to purchase naloxone for local entities, including, but not limited to:
o Harm reduction organizations, such as Syringe Service Programs; o Community organizations, such as local opioid coalitions, youth substance use prevention organizations, or homeless service organizations; o First responders, including fire, EMS, and police; and o Schools, including K-12, local colleges and universities, or other educational institutions.

Funds may also be used to support evidence-based or evidence-informed programs that enhance access to naloxone for local distribution. This includes staff time for supporting navigation and access to naloxone.5 Strategies employed should focus on increasing availability and distribution of naloxone to first responders, overdose patients, individuals with SUD and their friends and family members, schools, community navigators and outreach workers, persons being released from incarceration, or other members of the general public.

5 Participating Subdivisions should ensure funds used to support staff time follow the indirect and administrative expense requirements listed in DHCS’ Reasonable Administrative Costs Policy (Enclosure I).

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Periods of Expenditure
Participating Subdivisions may roll over funds from year to year or combine their allocations from multiple opioid settlements to pay for allowable expenditures. Funds from the CA Abatement Accounts Fund must be expended or encumbered within five (5) years of receipt, or seven (7) years of receipt for capital outlay projects, as specified in the California State-Subdivision Agreements. Encumbrance in this instance refers to funds obligated or committed for a specific future opioid remediation expense. Funds not expended or encumbered within the five-year or seven-year timeframes must be reported in writing to DHCS and returned to the state. DHCS is creating a formal process for Participating Subdivisions to indicate funds that must be returned to the state and will post guidance to the DHCS Opioid Settlements webpage.

Reasonable Administrative Costs
The National Opioid Settlement Agreements allow for reasonable administrative expenses for opioid remediation activities as qualifying expenditures. Funds received from the CA Abatement Accounts Fund may be used to cover indirect and administrative expenses pursuant to DHCS’ Reasonable Administrative Costs Policy (Enclosure I).

Training Related to Opioid Remediation
Exhibit E lists several training activities, including opioid related training for first responders, healthcare providers and behavioral health practitioners, law enforcement, government personnel, school staff, and community support groups. Participating Subdivisions may use funds received from the settlements on training activities if at least 50% of the content pertains to an eligible training activity designated in Exhibit E.

Participating Subdivisions must also ensure that:
• Expenses are proportional to the time staff spend in training; • Expenses are not recovered as indirect costs (i.e., double charging); and • Expenses are delineated by fund source (e.g., Janssen vs. Distributors Settlement) and fund type (e.g., CA Abatement Accounts Fund vs. CA Subdivision Fund) until all funds from the settlements are fully expended, and for one year thereafter.

CA ABATEMENT ACCOUNTS FUND UNALLOWABLE EXPENDITURES
Funds received from the CA Abatement Accounts Fund must be used for future remediation of the opioid crisis, and efforts should be focused on community-based public health approaches related to prevention, treatment, recovery, and/or harm reduction.

Funded efforts must relate to one or more of the areas listed within Exhibit E pursuant to

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the relevant National Opioid Settlement Agreements and California State-Subdivision Agreements.6

Examples of unallowable expenditures include, but are not limited to:
• Paying the salaries and benefits of individuals not performing opioid remediation activities;
• Covering indirect costs not in alignment with DHCS’ Reasonable Administrative Costs policy;
• Paying for law enforcement activities or equipment (e.g., vehicles, apprehension or restraint devices, drug checking devices, etc.) related to interdiction or criminal investigation, apprehension, and processing;
• Covering travel costs (e.g., mileage, fuel, etc.) that are not directly related to an eligible opioid remediation activity;
• Paying for non-FDA approved medications;
• Paying for treatments not related to the treatment of SUD or mental health conditions;
• Paying for medical services or equipment not related to the treatment of SUD or mental health conditions (e.g., automated external defibrillators, first aid kits, extrication equipment, protective equipment);
• Developing infrastructure or investing in equipment not directly related to prevention, treatment, harm reduction or recovery services; and • Paying for, investing in, or implementing service activities not included in CA HIAAs or Exhibit E, or other expenses not directly related to opioid remediation activities.

OPIOID SETTLEMENT ACCOUNTING
Participating Subdivisions receiving funds from the CA Abatement Accounts Fund must track all deposits, reallocations, and expenditures. Each Participating Subdivision is responsible solely for the allocation(s) it receives. A county is not responsible for oversight, reporting, or monitoring of payments received by a city within that county.

Unless otherwise exempt, Participating Subdivisions’ expenditures and uses of funds from the opioid settlements will be subject to the normal budgetary and expenditure process of the Participating Subdivision. DHCS recommends that Participating Subdivisions follow Generally Accepted Accounting Principles for accounting methods and practices for allocations received.

6 Per the California State-Subdivision agreements, monies from the CA Abatement Accounts Fund will be used for future opioid remediation in one or more of the areas described in the List of Opioid Remediation Uses in Exhibit E. Interest earned from monies placed in an interest- bearing account must also be used towards eligible opioid remediation activities.

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Participating Subdivisions may choose to place funds received from the CA Abatement Accounts Fund in an interest-bearing account, however, this is not required.

Participating Subdivisions that choose to place their allocations in an interest-bearing account must track and report on all interest earned. Participating Subdivisions must apply any earned interest towards eligible opioid remediation activities, as listed in Exhibit E.

Record Keeping
Participating Subdivisions must maintain books, records, documents, and other relevant evidence, including local accounting procedures and practices, to properly reflect direct and indirect costs related to their activities funded by the CA Abatement Accounts Fund.

Participating Subdivisions should preserve these records for a minimum of five years after the expenditure is reported to DHCS. Participating Subdivisions should be able to delineate monies by fund source (e.g., Janssen vs. Distributors Settlement) and fund type (e.g., CA Abatement Accounts Fund vs. CA Subdivision Funds). If DHCS determines that a CA Participating Subdivision’s use of CA Abatement Accounts Funds is inconsistent with eligible uses, records may be requested as part of a meet and confer, an audit, or legal action. In addition, Participating Subdivisions should consider tracking outcomes and other evaluation metrics related to activities funded by the settlements as further evidence of their opioid remediation efforts.

OPIOID SETTLEMENT REPORTING
The California State-Subdivision Agreements require that each Participating Subdivision receiving funds from the CA Abatement Accounts Fund prepare written reports at least annually regarding the use of those funds, until those funds are fully expended and for one year thereafter. Participating Subdivisions must certify that all funds received through the settlements have been used in compliance with the National Opioid Settlement Agreements.

DHCS created an online form to collect reports from Participating Subdivisions regarding the use of settlement funds. The online form is required to be utilized by Participating Subdivisions by the first reporting date of September 30, 2023, for all settlement funds received in fiscal year (FY) 2022/23 and ongoing each FY thereafter. Participating Subdivisions are responsible to report on activities funded through their opioid settlement allocations, including any activities implemented by subrecipients. Subrecipients may not complete or submit reports through the online form. It is the responsibility of the Participating Subdivision to develop a process for obtaining all information necessary from subrecipients to comply with their annual reporting requirements.

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Documentation required for a Participating Subdivision to complete the DHCS reporting form includes, but is not limited to:
• Allocations and expenditures by settlement (e.g., Janssen Settlement or the Distributors Settlement) and the specific fund (e.g., California Subdivision Fund or the California Abatement Accounts Fund);
• An account of expenditures by program/activity;
• An indication of how each program/activity correlates to the California HIAA and/or Exhibit E of the National Opioid Settlement Agreements; • A brief narrative summary to provide background on the purpose of each program/activity;
• An account of any interest earned on the settlement fund allocations, if applicable; and
An account of amounts reallocated to, or received from, other Participating Subdivisions, if applicable

If a Participating Subdivision received any funds directly from the National Opioid Settlement Administrator, it must report on those funds even if it later decides to reallocate those funds to another Participating Subdivision. Reallocations do not include funds automatically redirected to a county due to a local city not opting into direct payment.

Participating Subdivisions interested in rolling over or encumbering funds need to indicate this plan during reporting periods with DHCS.

Initial reporting timeframes for Participating Subdivisions are listed in Table 2.

Table 2. Reporting Timeframes for Opioid Settlement Funds

Month/Year Milestone
Sep 30, 20237 Expenditure reports for SFY 2022-2023 due Sep 30, 2024 Expenditure reports for SFY 2023-2024 due
Sep 30, 2025 Expenditure reports for SFY 2024-2025 due
Sep 30, 2026 Expenditure reports for SFY 2025-2026 due
Sep 30, 2027 Expenditure reports for SFY 2026-2027 due

7 For the first reporting period covering SFY 2022-2023, DHCS will allow a one-time grace period for expenditure form submissions and will accept submissions until October 31, 2023.

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Upon receiving all reports from Participating Subdivisions, DHCS will prepare an annual state report regarding the use of the settlement funds until those funds are fully expended and for one year thereafter. This report will be made publicly available on the DHCS website. In each year in which DHCS prepares an annual report DHCS will also host a meeting to discuss the annual report and the Opioid Remediation activities being carried out by the State and Participating Subdivisions.

DHCS Report Review
DHCS will review reporting forms submitted by Participating Subdivisions to verify compliance with the National Opioid Settlement Agreements and California State- Subdivision Agreements. DHCS may contact Participating Subdivisions to clarify information provided during annual reporting periods and request corrections to inconsistencies in reporting. Participating Subdivisions instructed to amend their reports will receive technical assistance to ensure proper documentation of their expenditures.

Failure to provide clarifying information or correct inconsistencies in financial reporting may result in a meet and confer with DHCS, an audit, or legal action.

Failure to Report
Participating Subdivisions that do not submit their reports by the prescribed deadlines will receive an electronic notice via email from DHCS regarding the missing report. The electronic notice will be sent to the Participating Subdivision’s primary contact. It is the responsibility of the Participating Subdivision to ensure their primary contact’s information is correctly listed with DHCS. Failure to submit a timely report may result in a meet and confer with DHCS, an audit, or legal action.

OPIOID SETTLEMENT TECHNICAL ASSISTANCE
DHCS offers technical assistance to Participating Subdivisions interested in reviewing eligible opioid remediation activities, expense tracking, and reporting requirements.

Participating Subdivisions interested in receiving guidance from DHCS must follow the
process listed below to request technical assistance. Any guidance provided by DHCS does not indicate approval of expenditures or expense accounting under these settlements.

Requesting Technical Assistance

1. Participating Subdivisions should first consult with their city attorney, county counsel, and/or outside counsel representing their city or county on opioid- related litigation.

2. If questions remain, Participating Subdivisions must review the California Opioid Settlements Allowable Expenditures resource, the Allocating Opioid Settlement Funds: Guiding Principles for Participating Subdivisions resource, and the

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California Opioid Settlement Funds Frequently Asked Questions resource prior to submitting a request.8

3. Participating Subdivisions interested in receiving technical assistance from DHCS should complete the Opioid Settlement Technical Assistance Form and send their completed form to DHCS at [email protected].

4. DHCS will confirm receipt of the Technical Assistance Form. If a Participating Subdivision does not receive a confirmation email after three (3) business days, they should follow up with DHCS to ensure the form was received.

5. DHCS will review the Technical Assistance Form and respond to the Participating Subdivision’s question(s). If DHCS determines that more information is needed, the Participating Subdivision will receive an email containing clarifying questions and/or a request for a Technical Assistance meeting.

6. The Participating Subdivision must respond to DHCS’ question(s) via email. If a Technical Assistance meeting is scheduled, DHCS and the Participating Subdivision will meet and discuss the Participating Subdivision’s inquiry. DHCS and the Participating Subdivision will continue to follow up as needed.

QUESTIONS
Information about use and reporting of opioid settlement funds can be found on the DHCS Opioid Settlements webpage. Questions can be directed to [email protected].

Information about opioid litigation and settlement participation can be found on the California Attorney General’s Opioid Settlements webpage. Questions can be directed to [email protected].

Information about settlement payments can be found on the National Settlement Administrator’s webpage. Questions can be directed to
[email protected] Sincerely,
Original signed by
Marlies Perez, Chief
Community Services Division
Enclosures
8 Opioid Settlement Fund resource documents created by DHCS can be found on the California Opioid Settlements.

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EXHIBIT E
List of Opioid Remediation Uses

Schedule A
Core Strategies
States and Qualifying Block Grantees shall choose from among the abatement strategies listed in Schedule B. However, priority shall be given to the following core abatement strategies (“Core
Strategies”).14
A. NALOXONE OR OTHER FDA-APPROVED DRUG TO

REVERSE OPIOID OVERDOSES

1. Expand training for first responders, schools, community support groups and families; and

2. Increase distribution to individuals who are uninsured or whose insurance does not cover the needed service.

B. MEDICATION-ASSISTED TREATMENT (“MAT”)

DISTRIBUTION AND OTHER OPIOID-RELATED

TREATMENT

1. Increase distribution of MAT to individuals who are
uninsured or whose insurance does not cover the needed
service;

2. Provide education to school-based and youth-focused
programs that discourage or prevent misuse;

3. Provide MAT education and awareness training to
healthcare providers, EMTs, law enforcement, and other
first responders; and

4. Provide treatment and recovery support services such as residential and inpatient treatment, intensive outpatient treatment, outpatient therapy or counseling, and recovery housing that allow or integrate medication and with other support services.
14 As used in this Schedule A, words like “expand,” “fund,” “provide” or the like shall not indicate a preference for new or existing programs.

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C. PREGNANT & POSTPARTUM WOMEN

1. Expand Screening, Brief Intervention, and Referral to Treatment (“SBIRT”) services to non-Medicaid eligible or uninsured pregnant women;

2. Expand comprehensive evidence-based treatment and
recovery services, including MAT, for women with co-
occurring Opioid Use Disorder (“OUD”) and other
Substance Use Disorder (“SUD”)/Mental Health disorders
for uninsured individuals for up to 12 months postpartum; and

3. Provide comprehensive wrap-around services to individuals with OUD, including housing, transportation, job
placement/training, and childcare.

D. EXPANDING TREATMENT FOR NEONATAL
ABSTINENCE SYNDROME (“NAS”)

1. Expand comprehensive evidence-based and recovery
support for NAS babies;

2. Expand services for better continuum of care with infant- need dyad; and

3. Expand long-term treatment and services for medical
monitoring of NAS babies and their families.

E. EXPANSION OF WARM HAND-OFF PROGRAMS AND

RECOVERY SERVICES

1. Expand services such as navigators and on-call teams to begin MAT in hospital emergency departments;

2. Expand warm hand-off services to transition to recovery services;

3. Broaden scope of recovery services to include co-occurring SUD or mental health conditions;

4. Provide comprehensive wrap-around services to individuals in recovery, including housing, transportation, job
placement/training, and childcare; and

5. Hire additional social workers or other behavioral health workers to facilitate expansions above.

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F. TREATME

NT FOR INCARCERATED POPULATION

1. Provide evidence-based treatment and recovery support, including MAT for persons with OUD and co-occurring
SUD/MH disorders within and transitioning out of the
criminal justice system; and

2. Increase funding for jails to provide treatment to inmates with OUD.

G. PREVENTION PROGRAMS

1. Funding for media campaigns to prevent opioid use (similar to the FDA’s “Real Cost” campaign to prevent youth from misusing tobacco);

2. Funding for evidence-based prevention programs in
schools;

3. Funding for medical provider education and outreach
regarding best prescribing practices for opioids consistent with the 2016 CDC guidelines, including providers at
hospitals (academic detailing);

4. Funding for community drug disposal programs; and

5. Funding and training for first responders to participate in pre-arrest diversion programs, post-overdose response
teams, or similar strategies that connect at-risk individuals to behavioral health services and supports.

H. EXPANDING SYRINGE SERVICE PROGRAMS

1. Provide comprehensive syringe services programs with more wrap-around services, including linkage to OUD
treatment, access to sterile syringes and linkage to care and treatment of infectious diseases.

I. EVIDENCE-BASED DATA COLLECTION AND

RESEARCH ANALYZING THE EFFECTIVENESS OF THE

ABATEMENT STRATEGIES WITHIN THE STATE

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Schedule B
Approved Uses
Support treatment of Opioid Use Disorder (OUD) and any co-occurring S ubstance Use Disorder
or Mental Health (SUD/MH) conditions through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, the following:

PART ONE: TREATMENT
A. TREAT OP

IOID USE DISORDER (OUD)
Support treatment of Opioid Use Disorder (“OUD”) and any co-occurring Substance Use Disorder or Mental Health (“SUD/MH”) conditions through evidence-based or evidence- informed programs or strategies that may include, but are not limited to, those that:15

1. Expand availability of treatment for OUD and any co-occurring SUD/MH conditions, including all for
ms of Medication-Assisted Treatment (“MAT”)
approved by the U.S. Food and Drug Administration.

2. Support and reimburse evidence-based services that adhere to the American Society of Addiction Medicine (“ASAM”) continuum of care for OUD and any co- occurring SUD/MH conditions.

3. Expand telehealth to increase access to treatment for OUD and any co-occurring SUD/MH conditions, including MAT, as well as counseling, psychiatric support, and other treatment and recovery support services.

4. Improve oversight of Opioid Treatment Programs (“OTPs”) to assure evidence- based or evidence-informed practices such as adequate methadone dosing and low threshold approaches to treatment.

5. Support mobile intervention, treatment, and recovery services, offered by qualified professionals and service providers, such as peer recovery coaches, for persons with OUD and any co-occurring SUD/MH conditions and for persons who have experienced an opioid overdose.

6. Provide treatment of trauma for individuals with OUD (e.g., violence, sexual assault, human trafficking, or adverse childhood experiences) and family members (e.g., surviving family members after an overdose or overdose fatality), and training of health care personnel to identify and address such trauma.

7. Support evidence-based withdrawal management services for people with OUD and any co-occurring mental health conditions.
15 As used in this Schedule B, words like “expand,” “fund,” “provide” or the like shall not indicate
a preference for new or existing programs.

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8. Provide training on MAT for health care providers, first responders, students, or other supporting professionals, such as peer recovery coaches or recovery outreach specialists, including telementoring to assist community-based providers in rural or underserved areas.

9. Support workforce development for addiction professionals w ho work with
persons with OUD and any co-occurring SUD/MH conditions.

10. Offer fellowships for addiction m
edicine specialists for direct patient care,
instructors, and clinical research for treatments.

11. Offer scholarships and supports for behavioral health practitioners or workers involved in addressing OUD and any co-occurring SUD/MH or mental health conditions, including, but not limited to, training, scholarships, fellowships, loan repayment programs, or other incentives for providers to work in rural or underserved areas.

12. Provide funding and training for clinicians to obtain a waiver under the federal Drug Addiction Treatment Act of 2000 (“DATA 2000”) to prescribe MAT for OUD, and provide technical assistance and professional support to clinicians who have obtained a DATA 2000 waiver.

13. Disseminate of web-based training curricula, such as the American Academy of Addiction Psychiatry’s Provider Clinical Support Service–Opioids web-based training curriculum and motivational interviewing.

14. Develop and disseminate new curricula, such as the American Academy of Addiction Psychiatry’s Provider Clinical Support Service for Medication– Assisted Treatment.

B. SUPPORT PEOPLE IN TREATMENT AND RECOVERY
Support people in recovery from OUD and any co-occurring SUD/MH conditions through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, the programs or strategies that:

1. Provide comprehensive wrap-around services to individuals with OUD and any co-occurring SUD/MH conditions, including housing, transportation, education, job placement, job training, or childcare.

2. Provide the full continuum of care of treatment and recovery services for OUD and any co-occurring SUD/MH conditions, including supportive housing, peer support services and counseling, community navigators, case management, and connections to community-based services.

3. Provide counseling, peer-support, recovery case management and residential treatment with access to medications for those who need it to persons with OUD and any co-occurring SUD/MH conditions.

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4. Provide access to housing for people with OUD and any co-occurring SUD/MH conditions, including supportive housing, recovery housing, housing assistance programs, training for housing providers, or recovery housing programs that allow or integrate FDA-approved me
diation with other support services.

5. Provide community support services, including social and legal services, to assist in deinstitutionalizing persons with OUD and any co-occurring SUD/MH conditions.

6. Support or expand peer-recovery centers, which may include support groups, social events, computer access, or other services for persons with OUD and any co-occurring SUD/MH conditions.

7. Provide or support transportation to treatment or recovery programs or services for persons with OUD and any co-occurring SUD/MH conditions.

8. Provide employment training or educational services for persons in treatment for or recovery from OUD and any co-occurring SUD/MH conditions.

9. Identify successful recovery programs such as physician, pilot, and college recovery programs, and provide support and technical assistance to increase the number and capacity of high-quality programs to help those in recovery.

10. Engage non-profits, faith-based communities, and community coalitions to support people in treatment and recovery and to support family members in their efforts to support the person with OUD in the family.

11. Provide training and development of procedures for government staff to appropriately interact and provide social and other services to individuals with or in recovery from OUD, including reducing stigma.

12. Support stigma reduction efforts regarding treatment and support for persons with OUD, including reducing the stigma on effective treatment.

13. Create or support culturally appropriate services and programs for persons with OUD and any co-occurring SUD/MH conditions, including new Americans.

14. Create and/or support recovery high schools.

15. Hire or train behavioral health workers to provide or expand any of the services or supports listed above.

C. CONNECT PEOPLE WHO NEED HELP TO THE HELP THEY NEED
(CONNECTIONS TO CARE)
Provide connections to care for people who have—or are at risk of developing—OUD and any co-occurring SUD/MH conditions through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, those that:

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1. Ensure that health care providers are screening for OUD and other risk factors and know how to appropriately counsel and treat (or refer if necessary) a patient for OUD treatment.

2. Fund SBIRT programs to reduce the transition from use to disorders, including SBIRT services to pregnant wom
en who are uninsured or not eligible for
Medicaid.

3. Provide training and long-term implementation of SBIRT in key systems (health, schools, colleges, criminal justice, and probation), with a focus on youth and young adults when transition from misuse to opioid disorder is common.

4. Purchase automated versions of SBIRT and support ongoing costs of the technology.

5. Expand services such as navigators and on-call teams to begin MAT in hospital emergency departments.

6. Provide training for emergency room personnel treating opioid overdose patients on post-discharge planning, including community referrals for MAT, recovery case management or support services.

7. Support hospital programs that transition persons with OUD and any co-occurring SUD/MH conditions, or persons who have experienced an opioid overdose, into clinically appropriate follow-up care through a bridge clinic or similar approach.

8. Support crisis stabilization centers that serve as an alternative to hospital emergency departments for persons with OUD and any co-occurring SUD/MH conditions or persons that have experienced an opioid overdose.

9. Support the work of Emergency Medical Systems, including peer support specialists, to connect individuals to treatment or other appropriate services following an opioid overdose or other opioid-related adverse event.

10. Provide funding for peer support specialists or recovery coaches in emergency departments, detox facilities, recovery centers, recovery housing, or similar settings; offer services, supports, or connections to care to persons with OUD and any co-occurring SUD/MH conditions or to persons who have experienced an opioid overdose.

11. Expand warm hand-off services to transition to recovery services.

12. Create or support school-based contacts that parents can engage with to seek immediate treatment services for their child; and support prevention, intervention, treatment, and recovery programs focused on young people.

13. Develop and support best practices on addressing OUD in the workplace.

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14. Support assistance programs for health care providers with OUD.

15. Engage non-profits and the faith community as a system to support outreach for trea
tment.

16. Support centralized call centers that provide information and connections to appropriate services and supports for persons with OUD and any co-occurring SUD/MH conditions.

D. ADDRESS THE NEEDS OF CRIMINAL JUSTICE-INVOLVED PERSONS Address the needs of persons with OUD and any co-occurring SUD/MH conditions who are involved in, are at risk of becoming involved in, or are transitioning out of the criminal justice system through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, those that:

1. Support pre-arrest or pre-arraignment diversion and deflection strategies for persons with OUD and any co-occurring SUD/MH conditions, including established strategies such as:

1. Self-referral strategies such as the Angel Programs or the Police Assisted Addiction Recovery Initiative (“PAARI”);

2. Active outreach strategies such as the Drug Abuse Response Team (“DART”) model;

3. “Naloxone Plus” strategies, which work to ensure that individuals who have received naloxone to reverse the effects of an overdose are then linked to treatment programs or other appropriate services;

4. Officer prevention strategies, such as the Law Enforcement Assisted Diversion (“LEAD”) model;

5. Officer intervention strategies such as the Leon County, Florida Adult Civil Citation Network or the Chicago Westside Narcotics Diversion to Treatment Initiative; or

6. Co-responder and/or alternative responder models to address OUD-related 911 calls with greater SUD expertise.

2. Support pre-trial services that connect individuals with OUD and any co- occurring SUD/MH conditions to evidence-informed treatment, including MAT, and related services.

3. Support treatment and recovery courts that provide evidence-based options for persons with OUD and any co-occurring SUD/MH conditions.

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4. Provide evidence-informed treatment, including MAT, recovery support, harm reduction, or other appropriate services to individuals with OUD and any co- occurring SUD/MH conditions who are
incarcerated in jail or prison.

5. Provide evidence-informed treatment, including MAT, recovery support, harm reduction, or other appropriate services to individuals with OUD and any co- occurring SUD/MH conditions who are leaving jail or prison or have recently left jail or prison, are on probation or parole, are under community corrections supervision, or are in re-entry programs or facilities.

6. Support critical time interventions (“CTI”), particularly for individuals living with dual-diagnosis OUD/serious mental illness, and services for individuals who face immediate risks and service needs and risks upon release from correctional settings.

7. Provide training on best practices for addressing the needs of criminal justice- involved persons with OUD and any co-occurring SUD/MH conditions to law enforcement, correctional, or judicial personnel or to providers of treatment, recovery, harm reduction, case management, or other services offered in connection with any of the strategies described in this section.

E. ADDRESS THE NEEDS OF PREGNANT OR PARENTING WOMEN AND

THEIR FAMILIES, INCLUDING BABIES WITH NEONATAL ABSTINENCE

SYNDROME
Address the needs of pregnant or parenting women with OUD and any co-occurring SUD/MH conditions, and the needs of their families, including babies with neonatal abstinence syndrome (“NAS”), through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, those that:

1. Support evidence-based or evidence-informed treatment, including MAT, recovery services and supports, and prevention services for pregnant women—or women who could become pregnant—who have OUD and any co-occurring SUD/MH conditions, and other measures to educate and provide support to families affected by Neonatal Abstinence Syndrome.

2. Expand comprehensive evidence-based treatment and recovery services, including MAT, for uninsured women with OUD and any co-occurring SUD/MH conditions for up to 12 months postpartum.

3. Provide training for obstetricians or other healthcare personnel who work with pregnant women and their families regarding treatment of OUD and any co- occurring SUD/MH conditions.

4. Expand comprehensive evidence-based treatment and recovery support for NAS babies; expand services for better continuum of care with infant-need dyad; and expand long-term treatment and services for medical monitoring of NAS babies and their families.

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5. Provide training to health care providers who work with pregnant or parenting women on best practices for comp
liance with federal requirements that children
born with NAS get referred to appropriate services and receive a plan of safe care.

6. Provide child and family supports for parenting women with OUD and any co- occurring SUD/MH conditions.

7. Provide enhanced family support and child care services for parents with OUD and any co-occurring SUD/MH conditions.

8. Provide enhanced support for children and family members suffering trauma as a result of addiction in the family; and offer trauma-informed behavioral health treatment for adverse childhood events.

9. Offer home-based wrap-around services to persons with OUD and any co- occurring SUD/MH conditions, including, but not limited to, parent skills training.

10. Provide support for Children’s Services—Fund additional positions and services, including supportive housing and other residential services, relating to children being removed from the home and/or placed in foster care due to custodial opioid use.

PART TWO: PREVENTION
F. PREVENT OVER-PRESCRIBING AND ENSURE APPROPRIATE

PRESCRIBING AND DISPENSING OF OPIOIDS
Support efforts to prevent over-prescribing and ensure appropriate prescribing and dispensing of opioids through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, the following:

1. Funding medical provider education and outreach regarding best prescribing practices for opioids consistent with the Guidelines for Prescribing Opioids for Chronic Pain from the U.S. Centers for Disease Control and Prevention, including providers at hospitals (academic detailing).

2. Training for health care providers regarding safe and responsible opioid prescribing, dosing, and tapering patients off opioids.

3. Continuing Medical Education (CME) on appropriate prescribing of opioids.

4. Providing Support for non-opioid pain treatment alternatives, including training providers to offer or refer to multi-modal, evidence-informed treatment of pain.

5. Supporting enhancements or improvements to Prescription Drug Monitoring Programs (“PDMPs”), including, but not limited to, improvements that:

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1. Increase the number of prescribers using PDMPs;

2. Improve point-of-care decision-ma
king by increasing the quantity, quality,
or format of data available to prescribers using PDMPs, by improving the interface that prescribers use to access PDMP data, or both; or

3. Enable states to use PDMP data in support of surveillance or intervention strategies, including MAT referrals and follow-up for individuals identified within PDMP data as likely to experience OUD in a manner that complies with all relevant privacy and security laws and rules.

6. Ensuring PDMPs incorporate available overdose/naloxone deployment data, including the United States Department of Transportation’s Emergency Medical Technician overdose database in a manner that complies with all relevant privacy and security laws and rules.

7. Increasing electronic prescribing to prevent diversion or forgery.

8. Educating dispensers on appropriate opioid dispensing.

G. PREVENT MISUSE OF OPIOIDS
Support efforts to discourage or prevent misuse of opioids through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, the following:

1. Funding media campaigns to prevent opioid misuse.

2. Corrective advertising or affirmative public education campaigns based on evidence.

3. Public education relating to drug disposal.

4. Drug take-back disposal or destruction programs.

5. Funding community anti-drug coalitions that engage in drug prevention efforts.

6. Supporting community coalitions in implementing evidence-informed prevention, such as reduced social access and physical access, stigma reduction—including staffing, educational campaigns, support for people in treatment or recovery, or training of coalitions in evidence-informed implementation, including the Strategic Prevention Framework developed by the U.S. Substance Abuse and Mental Health Services Administration (“SAMHSA”).

7. Engaging non-profits and faith-based communities as systems to support prevention.

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8. Funding evidence-based prevention programs in schools or evidence-informed school and community education p
rograms and campaigns for students, families,
school employees, school athletic programs, parent-teacher and student associations, and others.

9. School-based or youth-focused programs or strategies that have demonstrated effectiveness in preventing drug misuse and seem likely to be effective in preventing the uptake and use of opioids.

10. Create or support community-based education or intervention services for families, youth, and adolescents at risk for OUD and any co-occurring SUD/MH conditions.

11. Support evidence-informed programs or curricula to address mental health needs of young people who may be at risk of misusing opioids or other drugs, including emotional modulation and resilience skills.

12. Support greater access to mental health services and supports for young people, including services and supports provided by school nurses, behavioral health workers or other school staff, to address mental health needs in young people that (when not properly addressed) increase the risk of opioid or another drug misuse.

H. PREVENT OVERDOSE DEATHS AND OTHER HARMS (HARM REDUCTION) Support efforts to prevent or reduce overdose deaths or other opioid-related harms through evidence-based or evidence-informed programs or strategies that may include, but are not limited to, the following:

1. Increased availability and distribution of naloxone and other drugs that treat overdoses for first responders, overdose patients, individuals with OUD and their friends and family members, schools, community navigators and outreach workers, persons being released from jail or prison, or other members of the general public.

2. Public health entities providing free naloxone to anyone in the community.

3. Training and education regarding naloxone and other drugs that treat overdoses for first responders, overdose patients, patients taking opioids, families, schools, community support groups, and other members of the general public.

4. Enabling school nurses and other school staff to respond to opioid overdoses, and provide them with naloxone, training, and support.

5. Expanding, improving, or developing data tracking software and applications for overdoses/naloxone revivals.

6. Public education relating to emergency responses to overdoses.

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7. Public education relating to immunity and Good Sam
aritan laws.

8. Educating first responders regarding the existence and operation of immunity and Good Samaritan laws.

9. Syringe service programs and other evidence-informed programs to reduce harms associated with intravenous drug use, including supplies, staffing, space, peer support services, referrals to treatment, fentanyl checking, connections to care, and the full range of harm reduction and treatment services provided by these programs.

10. Expanding access to testing and treatment for infectious diseases such as HIV and Hepatitis C resulting from intravenous opioid use.

11. Supporting mobile units that offer or provide referrals to harm reduction services, treatment, recovery supports, health care, or other appropriate services to persons that use opioids or persons with OUD and any co-occurring SUD/MH conditions.

12. Providing training in harm reduction strategies to health care providers, students, peer recovery coaches, recovery outreach specialists, or other professionals that provide care to persons who use opioids or persons with OUD and any co- occurring SUD/MH conditions.

13. Supporting screening for fentanyl in routine clinical toxicology testing.

PART THREE: OTHER STRATEGIES
I. FIRST RESPONDERS
In addition to items in section C, D and H relating to first responders, support the following:

1. Education of law enforcement or other first responders regarding appropriate practices and precautions when dealing with fentanyl or other drugs.

2. Provision of wellness and support services for first responders and others who experience secondary trauma associated with opioid-related emergency events.

J. LEADERSHIP, PLANNING AND COORDINATION
Support efforts to provide leadership, planning, coordination, facilitations, training and technical assistance to abate the opioid epidemic through activities, programs, or strategies that may include, but are not limited to, the following:

1. Statewide, regional, local or community regional planning to identify root causes of addiction and overdose, goals for reducing harms related to the opioid epidemic, and areas and populations with the greatest needs for treatment

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intervention services, and to support training and technical assistance and other strategies to abate the opioid epidem
ic described in this opioid abatement strategy
list.

2. A dashboard to (a) share reports, recommendations, or plans to spend opioid settlement funds; (b) to show how opioid settlement funds have been spent; (c) to report program or strategy outcomes; or (d) to track, share or visualize key opioid- or health-related indicators and supports as identified through collaborative statewide, regional, local or community processes.

3. Invest in infrastructure or staffing at government or not-for-profit agencies to support collaborative, cross-system coordination with the purpose of preventing overprescribing, opioid misuse, or opioid overdoses, treating those with OUD and any co-occurring SUD/MH conditions, supporting them in treatment or recovery, connecting them to care, or implementing other strategies to abate the opioid epidemic described in this opioid abatement strategy list.

4. Provide resources to staff government oversight and management of opioid abatement programs.

K. TRAINING
In addition to the training referred to throughout this document, support training to abate the opioid epidemic through activities, programs, or strategies that may include, but are not limited to, those that:

1. Provide funding for staff training or networking programs and services to improve the capability of government, community, and not-for-profit entities to abate the opioid crisis.

2. Support infrastructure and staffing for collaborative cross-system coordination to prevent opioid misuse, prevent overdoses, and treat those with OUD and any co- occurring SUD/MH conditions, or implement other strategies to abate the opioid epidemic described in this opioid abatement strategy list (e.g., health care, primary care, pharmacies, PDMPs, etc.).

L. RESEARCH
Support opioid abatement research that may include, but is not limited to, the following:

1. Monitoring, surveillance, data collection and evaluation of programs and strategies described in this opioid abatement strategy list.

2. Research non-opioid treatment of chronic pain.

3. Research on improved service delivery for modalities such as SBIRT that demonstrate promising but mixed results in populations vulnerable to opioid use disorders.

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4. Research on novel harm reduction and prevention efforts such as the provision of fentanyl test strips.

5. Research on innovative supply-side enforcement efforts such as im proved
detection of mail-based delivery of synthetic opioids.

6. Expanded research on swift/cer
tain/fair models to reduce and deter opioid
misuse within criminal justice populations that build upon promising approaches used to address other substances (e.g., Hawaii HOPE and Dakota 24/7).

7. Epidemiological surveillance of OUD-related behaviors in critical populations, including individuals entering the criminal justice system, including, but not limited to approaches modeled on the Arrestee Drug Abuse Monitoring (“ADAM”) system.

8. Qualitative and quantitative research regarding public health risks and harm reduction opportunities within illicit drug markets, including surveys of market participants who sell or distribute illicit opioids.

9. Geospatial analysis of access barriers to MAT and their association with treatment engagement and treatment outcomes.

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O
rganizational Capacity and Experience
Experience: Green Oak Ranch Ministries (GORM) was founded as a non-profit organization in 2001, but we began serving men and women in recovery as early as 1950. Our programs have changed and developed with the changing landscape of SUD in San Diego County, but our core value of community-based recovery has remained the same. What began as a program primarily focused on alcohol, has developed into a program equipped to serve a population with increasingly diverse addictions. We currently serve men in recovery from alcohol, marijuana, methamphetamines, heroin, and a host of opioids, fentanyl being the most common and dangerous. This year, Green Oak Ranch has undergone a significant period of transition, and we have a great need for financial support from outside organizations in order to continue providing critical addiction recovery services in the City of Vista.

Operational Capacity: Our men’s recovery program houses up to 34 men in our nine- month recovery program and up to 12 men in our six-month transitional living program.

Data Management: GORM uses Clickup for data management. For this proposal in particular, GORM will track specific residents supported by the opioid settlement funds.

We are committed to maintaining and reporting all required use and funding data as required.

Financial Capacity: Our finances are closely monitored by a qualified board of directors who ensure responsible and appropriate management of resources. Our comprehensive 2025 budget and a project specific budget are included with this proposal.

P
roposal #1: Funding Recovery Beds
General Program Overview:

Green Oak Ranch Ministries is requesting full funding of $1577 per month for 120 months of funding, for a total of $189,240. Funds will be applied to Vista residents experiencing OUD on a monthly basis for up to ten months. This period will include nine months of 06/24/2025
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EXHIBIT 4
regular programming and an additional transitional month during which time a resident will be expected to establish employment.

Residents may be referred by the BCNC or the City of Vista’s Outreach Team, or they may be self-referrals residing in the City of Vista. Payments will be made to Green Oak Ranch Ministries, Inc. on a reimbursement basis.

Our recovery program is one of the most affordable in San Diego County at only $750 per month. Unfortunately, this does not cover the cost of our program, nor does every resident have the financial resources to pay program fees consistently. GORM is an extremely efficient operation. We do not have a facility rental fee, which is an incredible gift to our program, and as you will see below, our per night cost per resident is $52, which is far below local shelter programs in North County. Furthermore, we use repairs, maintenance, cleaning, on-site food service, and even automobile maintenance as opportunities for job training. Our residents are led and trained by industry professionals to gain valuable, resume building experience during their time on the ranch. Many of our graduates have been hired by local businesses directly as a result of their training, enthusiasm, and connections made during program.

Eligibility:

The strategic plan’s three-pronged approach to addressing homelessness is focused on improving the lives of people experiencing homelessness, reducing homelessness, and preventing homelessness. According to SAMHSA, 64% percent of people experiencing homelessness are also experiencing addiction to alcohol or drugs. Offering opportunities for recovery at minimal or no cost will greatly reduce homelessness by providing relief from the substances ravaging our streets. Graduates of Green Oak Ranch Recovery go on to restored family structures, continued education, and meaningful careers, getting them off of the streets and back into society. When our residents arrive at Green Oak Ranch, they are addicted, broken, broke, and without hope. Our program aims to restore personal identity, heal the root causes of addiction, and give our residents the life skills they need to rejoin society in a meaningful way. Not only does our program reduce and prevent homelessness, but our residents leave with restored hope, reconciled relationships, and a revived sense of self, improving life substantially for our graduates and their loved ones.

Our program is a clear match Opioid Settlement Funding as shown below:

Attachment A
High Impact Abatement Activity 1: Provision of matching funds or operating costs for substance use disorder (SUD) facilities within the BHCIP . 06/24/2025
D5

Green Oak Ranch Ministries provides evidence-based recovery support and services to people experiencing SUD including food, housing, and learning opportunities for up to nine months of residential treatment and six months of supportive transitional living. We are requesting operational support for our recovery program to ensure that everyone is eligible for addiction rehabilitation services regardless of their ability to pay.

Attachment B
B. Support People in Treatment and Recovery
Our recovery program provides the following specific services and resources to men in our recovery program, which align with section B of Schedule B:

Recovery Housing
Transportation
Peer Support Services
Recovery Case Management
Residential Treatment
Employment Education, Training and Readiness
Program Eligibility and Entry Requirements: GORM requires potential residents to call into our program for five days in a row to demonstrate their willingness to receive help.

Residents are not required to test clean at the time of entry and are given an appropriate period of time to detox from previous drug use if necessary. Serious addictions require a detox facility, and potential residents are referred to outside providers as needed. While our recovery program is for men only, we do not discriminate based on race, sexual orientation, religion or any other limiting factor.

Implementation Plan:

Green Oak Ranch Recovery has potential residents waiting for a spot in our program that do not have a way to meet the program fee requirements. Through this program, we will offer payment assistance, ensuring that anyone with a desire for recovery from OUD is able to receive the support they need. Our funding assistance will prioritize current Vista residents, to ensure that the Opioid Settlement funds received from the City of Vista do the most good in our city. Application of funds will be tracked and reported as requested by the City of Vista.

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Operations:

Green Oak Ranch Recovery is a nine-month, community based, residential addiction recovery program. We employ evidence-based practices to provide optimal care to men recovering from SUD including but not limited to the following:

Case Management: GORM provides personalized care for each individual in our program which may include family reunification, housing navigation, transitional living, transportation, and navigation of the justice system. Our staff is often able to negotiate “time served” for our men in program as an alternative to incarceration. We are committed to seeing each individual and addressing their very specific needs.

Community support groups: GORM offers dozens of weekly meetings on site, facilitated by staff, community members or peers in recovery. These meetings include AA, NA, Celebrate Recovery, GORM curriculum, life skills classes and more. We also provide transportation to offsite community and faith-based meetings. We believe in the value of community building within our program as well as developing a network of support for each resident off site.

Matching cooccurring disorders with support: Medical, Dental, and Psychiatric services are available through our local providers, and transportation is arranged or provided by our staff and volunteers. We recognize the importance of coordinated care, and we make it a priority to help residents receive the physical and mental health services they need to succeed.

Relapse Prevention: A core strategy for recovery is identifying the reasons behind relapse and empowering residents to meet and overcome the challenges they face in sobriety. Our program helps to identify potential triggers, develop coping mechanisms, and build community support for each individual.

Safety: Residents of Green Oak Ranch recovery are restricted to the property grounds for the initial 60 days of their program. After 60 days, residents are permitted to leave the property during the day. Upon return, residents are required to pass a breathalyzer test before reentry. We believe strongly in recovery, and we are aware of the dangers and temptations our residents face on the streets. We drug test often, and have a no tolerance policy for alcohol, marijuana, kratom or illicit drug use. Our staff is trained annually in CPR, first aid, and Narcan administration. Each of our dorm buildings is equipped with a defibrillator and stocked with Narcan.
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Outcomes: In 2024, 43% of residents graduated from our nine-month recovery program.

We anticipate that over the next year at least 30% of residents will graduate from our nine month program, entering the workforce and resolving their SUD and any concurrent experience of homelessness. For this program in particular, Vista residents utilizing opioid settlement funds will be tracked during their time in program as well as 30 and 60 days after graduation. We anticipate that 30% of residents will graduate the nine month program, and that 70% of graduates will find employment and housing after graduation.

Our program is committed to keeping residents from returning to homelessness through meaningful work, housing stability and community.

B
udget and Cost Efficiency:

Men’s Program Monthly Expenses:

Our annual budgeted expenses for the men’s recovery program in 2025 total $643,240.

For a detailed breakdown of expenses, please see the Men’s Recovery Budget. A general outline of expenses is provided below:

Automobile Expenses: $30,600
Food Service: $152,400
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Insurance & Other Expenses: $87,529
Program Expenses: $13,260
Repairs & Maintenance: $41,700
Salaries & Benefits: $250,800
Telephone & Internet: $66,960
T
otal program related expenses, 2025: $643,240
Total expenses per month: $53,603
Total monthly cost per each of 34 residents: $1,762
Per night cost: $52
Per month cost: $1,577
Per month cost ($1,577) x 10 beds x 12 months: $189,240 Expenses per 34 Residents
per night monthly annually
Cost per resident 52 1,577 18,924
Aggregate Expenses 1,762 53,603 643,240
Program fees per bed 25 750 9,000
Unmet expenses per bed 27 827 9,924
Unmet expenses Aggregate 924 28,118 337,416
E
ach resident pays up to $750 per month for their residential recovery at Green Oak Ranch.

This leaves a funding gap of $827 per resident per month, or $28,118 per month and $337,416 annually in unmet expenses. This is primarily balanced by additional rentals on site, contracts with community partners, charitable donations, and grants such as this. 06/24/2025
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I
nvoicing and Reporting
Monthly invoices and reports will be submitted no later than the 15th of the following month. Invoices will include the number of beds utilized in a month by otherwise unfunded residents previously experiencing homelessness in the City of Vista. New intakes will include a verification of homelessness from the referring agency.

M
onthly reports will include at least the following information:
• Number of intakes
• Total number of OUD residents enrolled during the month • Where residents were previously residing
• Referring agency or self-referral designation
• Total months of program bed usage
• Average number of days/ months in program
• Number of exits prior to graduation
• Reason for exit (Relapse, Employment, Return to Family, Staff Exit, etc.) • Exit destination (Permanent Housing, Transitional Housing, Sober Living, Return to Family, Return to Homelessness, etc.)
• Nine-month program graduation rates
• Post graduation destination (Education, Employment, etc.) • 30 and 60 day follow-up information including living situation, job status and sobriety assessment
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City Services (Non-Construction) (RFP) 1 of 10 Green Oak Ranch Ministries, Inc

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: Johannah Knieff
Billing Contact: Yesenia Alvarenga
The “Contractor”
Green Oak Ranch Ministries, Inc, a
501(c)(3) nonprofit
1237 Green Oak Road
Vista, CA 92081
Contact: Hannah Gailey

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 April 17, 2025 (“Exhibit B”).

2.5 The “Contract Ceiling Price” is $189,240 .

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, in increments of 12 months, for a maximum Term of 36 months 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 06/24/2025
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EXHIBIT 5
City Services (Non-Construction) (RFP) 2 of 10 Green Oak Ranch Ministries, Inc 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. 06/24/2025
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City Services (Non-Construction) (RFP) 3 of 10 Green Oak Ranch Ministries, Inc

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 06/24/2025
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City Services (Non-Construction) (RFP) 4 of 10 Green Oak Ranch Ministries, Inc

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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City Services (Non-Construction) (RFP) 5 of 10 Green Oak Ranch Ministries, Inc

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. 06/24/2025
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City Services (Non-Construction) (RFP) 6 of 10 Green Oak Ranch Ministries, Inc

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 06/24/2025
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City Services (Non-Construction) (RFP) 7 of 10 Green Oak Ranch Ministries, Inc 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. 06/24/2025
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City Services (Non-Construction) (RFP) 8 of 10 Green Oak Ranch Ministries, Inc

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 Green Oak Ranch Ministries, Inc

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 Green Oak Ranch Ministries, Inc

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:

ANALISA HOLBROOK, RISK MANAGER
By:
“Contractor”
Green Oak Ranch Ministries, Inc, a
501(c)(3) nonprofit
By:

Name/Title
By:

Name/Title

APPROVED
Walter C. Chung
20250605104237
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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.

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 06/24/2025
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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 06/24/2025
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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.

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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.

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