COPN Funded Coalition Resource Hub

  • Provided below is the contact list to connect with other funded coalition leaders and a map to view where other coalition grantees are located.

  • Below are the deliverables included in your agreement. Please refer to your coalition’s approved deliverable schedule to reference the documentation you will submit with your quarterly reports.

    Submit quarterly progress reports  

    • Submit the online form for reporting on each objective per workplan 

      • For your own internal data tracking, you may use this Excel template and/or this fillable PDF, both of which contain the questions asked in the online form. These tools are optional, and do not need to be submitted.

    • Upload documentation of deliverables outlined in workplan and deliverable schedule  

    • Performance measures listed in work plan 

    • Supplemental data for UCLA external evaluators (e.g., # community trainings and outreach events, # naloxone doses distributed, etc.)

    Attend monthly learning group calls (must attend a min of 2 per quarter) 

    • Each coalition is required to attend a minimum of 2 learning group calls per quarter  

    • At least one member of your coalition, ideally the coalition coordinator, should attend the calls 

    • If your coalition is also participating in the COPN Accelerator 6.0 cohort, you are only required to attend the Accelerator learning group calls

    Attend biannual check-in call 

    Achieve >80% of performance measure targets listed in workplan per project year 

  • In this section you will find information on pre-approval requirements and required funding statements for materials, meetings, conferences, etc. Please note any time-sensitive requirements for approvals (e.g. travel requests).

    For a detailed list of allowable and unallowable costs, please refer to this fact sheet: Allowable Costs.

    All coalition activities and written materials that use COPN funding must be in compliance with the SAMHSA Dear Colleague letters, particularly the ones dated July 29, 2025 and April 24, 2026.

    PRE-APPROVAL REQUIREMENTS

    You must submit a request to Amy Max, amax@healthleadership.org, for DHCS to pre-approve the following: 

    • Equpment, Subcontracts and Subawards: If your coalition is planning any subawards or subcontracts over $5k with the grant funds, you will need to obtain DHCS approval. Please fill out this form and send it to amax@healthleadership.org. You will also need to submit the draft agreement, budget, and timeline. All subcontracts and subawards and equipment purchase requests over $5k must be approved by DHCS before the work begins/the purchase is made, etc. Retroactive requests may be denied.

    • Travel: Attendance at conferences or other events. Travel requests should be made at least 10 days prior to an event. 

      1. Additionally, the following forms must be emailed to Amy Max (amax@healthleadership.org) within 10 days of travel:

      2. SOR IV Contractor Travel Request Form Template

      3. SOR IV Travel Request Details Sheet Template

    • Materials for large events with 50+ attendees (e.g., conferences, summits, trainings, presentations, and symposiums): Pre-approval is required 15 days prior to the event for materials including the event website and registration page, conference signage, agendas, slides, workbooks, handouts, etc. In addition to pre-approval, these materials must include the funding/disclaimer statements below. Individual presentations for large events must also be pre-approved by DHCS for content and include the disclaimer statements below unless it's a presentation that is used for multiple speaking engagements and not made specifically for the coalition-funded event.

      • If a large event is listed in your workplan, but is not funded using COPN funds, you still need to submit for approval but do not need to include the disclaimer or funding statement.

    • Slides, handouts and outreach materials: New materials generated using COPN funds (including staff time to generate the materials) must be pre-approved. This includes presentation slides that your coalition uses on a regular basis for trainings and presentations, outreach materials, websites, and handouts. You must also submit for review any materials associated with the activities listed in your workplan, even if they were not generated using COPN funds. Materials cannot be used/distributed until approval is granted.

      • All relevant materials listed in your workplan still need to be approved, even if they were not produced using COPN funds.

    • Public messaging campaigns: All media, marketing and other digital and printed materials. This includes podcast scripts, bus ads, PSAs and any other public messaging materials.

    • Life-saving overdose prevention and response vending machines: location and contents  

    • Presentations on SOR funded projects at any non-SOR related events or conferences. Pre-approval is required. DHCS must be in attendance at the event where the presentation is taking place, or Contractors must have obtained permission to present without DHCS staff present

    Please submit your request with all necessary information and files by emailing Senior Program Manager, Amy Max amax@healthleadership.org.  

    • Amy will review, continue the approval process with our Program Officer and provide the approval decision. 

    • Note: This is a relatively quick process with approval decisions within 10 days of receipt. If you have specific questions about it please reach out to Amy. 

    FUNDING STATEMENTS

    Include the funding statement below on: 

    • Printed and digital materials (e.g., handouts, educational and training materials, communications campaigns, webpages) generated using this funding 

    • Agendas and materials for large (50+) meetings, conferences or events 

    “Funded by the California Department of Health Care Services through a contract to the California Overdose Prevention Network, a program of the Public Health Institute”

    Disclaimer for Conference/Meeting/Symposium/Seminar Materials:

    • If a conference/meeting/seminar is funded by SOR funds, contractors must include the following statement on conference materials, including promotional materials, agenda, and internet sites:  

    “Funding for this conference was made possible (in part) by the California Department of Health Care Services (CDHCS) & SAMHSA. The views expressed in written conference materials or publications and by speakers and moderators do not necessarily reflect the official policies of the CDHCS or the U.S. Department of Health and Human Services, nor does the mention of trade names, commercial practices, or organizations imply endorsement imply endorsement by the U.S. Government.” 

  • A fillable version of the progress report to prepare your responses for online submission each quarter. Please also carefully review the allowable cost fact sheet which also includes unallowable costs. A sample invoice is also listed below as a template to follow for your coalition’s quarterly invoices.


    Payment Schedule

    Invoices will be due 7 days after the end of quarterly project period.

    Your coalition’s first invoice will be due with the return of your signed agreement, which may be later than 4/7/25.

    • Quarter 1 (01/01/2025 – 03/31/2025) | Invoice Due: 04/07/2025

    • Quarter 2 (04/01/2025 – 06/30/2025) | Invoice Due: 07/07/2025

    • Quarter 3 (07/01/2025 – 09/30/2025) | Invoice Due: 10/07/2025

    • Quarter 4 (10/01/2025 – 12/31/2025) | Invoice Due: 01/07/2026

    • Quarter 5 (01/01/2026 – 03/31/2026) | Invoice Due: 04/07/2026

    • Quarter 6 (04/01/2026 – 06/30/2026) | Invoice Due: 07/07/2026 

    • Quarter 7 (07/01/2026 – 09/30/2026) | Invoice Due: 10/07/2026 

    • Quarter 8 (10/01/2026 – 12/31/2026) | Invoice Due: 01/07/2027 

    • Quarter 9 (01/01/2027 – 03/31/2027) | Invoice Due: 04/07/2027 

    • Quarter 10 (04/01/2027 – 06/30/2027) | Invoice Due: 07/07/2027

    • Quarter 11 (Prorated) (07/01/2027 – 08/31/2027) | Invoice Due: 09/07/2027 

  • Please see logos below when creating branded materials and presentations. Logos are not required but you can request to include them on materials.

    DHCS Logos

    COPN Logos

  • Tools and resources shared by other funded coalitions during learning group calls. Please also check out the COPN resource library for more tools and resources.

    Coalition Building and Infrastructure

    Messaging

    Prevention

    Treatment

    Overdose Prevention

    Other

  • Monthly calls led by Dr. Mary Maddux-Gonzalez, our COPN Impact Coach, for you to connect with other funded coalitions for peer learning and exchange

    First Tuesday of the month 2:00 pm - 3:00 pm

    • Drug Safe Solano

    • Morongo Basin Community Coalition

    • OD Free Marin

    • RxSafe Humboldt

    • SLO Opioid Safety Coalition

    • Yuba/Sutter Community Overdose Prevention Efforts

    First Wednesday of the month 11:30 am - 12:30 pm

    • El Dorado Coalition for Overdose Prevention and Education (COPE)

    • Know Overdose Nevada

    • Morongo Basin Community Coalition

    • Project HOPE

    • SafeRx Santa Cruz County Coalition

    • Stanislaus County Opioid Safety Coalition

    • Yurok Tribe Wellness Coalition  

    Recordings

    1. 0304 2025 Learning Group Session 1

    2. 0305 2025 Learning Group Session 2

    3. 0401 2025 Learning Group Session 1

    4. 0402 2025 Learning Group Session 2

    5. 0506 2025 Learning Group Session 1

    6. 0507 2025 Learning Group Session 2

  • Please be sure to carefully review the program requirements shared during the Welcome Session on February 13, 2025.