Tying Every Settlement Dollar to a Documented Gap

A Medium-Sized County's Model for Allocating $397,500 a Year

Yolo County, California | Yolo County Health and Human Services Agency
CALIFORNIA Urban Suburban Rural Pop. 224k Launched 2023
An elevated view across the cultivated valley floor and vineyards of Capay Valley in rural Yolo County, California, with low hills on the horizon.
Lead Agency
Yolo County Health and Human Services Agency (HHSA)
Location
Yolo County, California, including Davis, Woodland, and West Sacramento
Year Launched
Funds began FY 2022–2023; first allocations disbursed FY 2023–2024
Opioid Settlement
100% (recovery, treatment, prevention, and early intervention for substance use disorder)
People Served
Yolo County residents and constituents countywide
Service Type
Planning & Coordination, Data & Research, Prevention/Education, MAT/MOUD Access, Care Navigation, Recovery Housing, Diversion & Deflection, Naloxone Distribution
$398K
Original Annual Budget
Original annual opioid settlement budget
224K
County Residents
County residents served countywide
2023
First Allocation
First direct settlement allocation dispersed

Yolo County built a countywide model to map local substance use gaps and direct opioid settlement dollars toward recovery, treatment, prevention, and early intervention, moving from a small, informal budget to a formal, coalition-informed allocation process administered through the county Health and Human Services Agency.


The Challenge They Were Addressing

Yolo County needed a structured way to allocate a small but growing opioid settlement budget across a set of substance use system gaps, city needs, treatment and recovery support, and high-impact abatement activities. When the county began receiving direct settlement funds, the projected annual budget was just under $400,000, a very small amount relative to the range of allowable uses and the needs across a county of about 224,410 residents. Opioid settlement funding does not arrive every day, its uses are broad, and decisions about it can carry political weight. Hence, the county wanted a clear, defensible way to decide where the money should go first.

Yolo County describes itself as a “smedium” county: formally medium-sized but on the smaller side of medium. That creates a practical bind. State mandates hold the county to medium-county standards, but the staffing and infrastructure sit closer to those of a smaller place. The county needed an allocation process that could address that gap, direct limited dollars toward the highest-impact needs, and evolve into a formal governance structure as the budget expanded.

The county also spans a wide range of communities. Davis, Woodland, and West Sacramento are the larger cities, but most of the land is rural and agricultural, with smaller towns spread across it. Several cities transferred their settlement share to the county for administration, with the expectation that their residents would be served. That arrangement gave the county both reach and responsibility, and it raised the stakes on getting the allocation process right.


What They Built

Yolo County built an allocation and governance model rather than a single service. The model starts with a gap analysis of the local substance use system, maps identified needs to allowable settlement uses, funds a set of treatment, recovery, prevention, and early intervention activities tied to those gaps, and then reports on the spending. Over time, the county moved this work from an informal, leadership-driven process toward a formal budget with coalition input, Board of Supervisors review, and structured reporting.

The work began with prior forensic and system process mapping, and a substance use system-of-care performance improvement and gap analysis led by Health Management Associates (HMA). About 19 provider agencies and county departments took part in a two-day event, the first held virtually during the COVID period and a follow-up held in person. HMA produced a roughly 20-page report that included the gap analysis, and that report became the basis for the first opioid budget. Because contractor representatives were in the room, the county could build the budget directly off the needs and gaps they identified.

In 2024, the county ran a follow-up in-person gap analysis with a broader group: treatment providers, homeless and crisis services, the public defender, the district attorney, the courts, probation, the usual county partners, and community members. As the budget grew, the county moved from a systems-only view of needs toward a broader, community-informed process. County leadership then presented a proposed budget, based on the gap analysis, to the Board of Supervisors.

The county sits inside an integrated “super agency.” HHSA houses behavioral health, public health, social services, veterans’ services, in-home support services, and adult protective services under one structure. The substance use disorder team leads settlement work and collaborates with other divisions, cities, community partners, the Board of Supervisors, fiscal staff, and the Yolo Opioid Coalition. Last year, the county established that coalition as a community body, shared the gaps and needs with its members, and had them identify priorities that shaped the FY 2026–2027 budget.

Key Program Components

Local gap analysis
A structured mapping of substance use system gaps, first through forensic and system process mapping and an HMA system-of-care performance improvement project, then through a broader community-informed gaps and needs analysis with providers, justice partners, public health, crisis and homeless services, and community members.
Needs-to-budget translation
Identified gaps and needs are written up with descriptions and turned into a proposed budget, so each funded item traces back to a documented local gap and a high-impact abatement activity.
Board of Supervisors review
County leadership presents the proposed budget to the Board of Supervisors for support before funds are allocated, a step that has evolved from informal briefings to a formal, projected budget as part of the county process.
Yolo Opioid Coalition input
A community coalition, co-chaired by county substance use leadership and open to broad membership, reviews the gaps and needs and sets priorities that shape the annual budget categories.
Integrated super agency delivery
HHSA administers funds within an integrated structure that houses behavioral health, public health, social services, and related divisions, giving the substance use team reach across county systems and cities.
City-to-county administration
Several cities transferred their settlement share to the county for administration, with the county committing to ensuring that a defined share would serve residents in each participating city.
Reporting and accountability
An annual report to the state, with quarterly updates likely, backed by program updates from county substance use staff and expenditure reporting from fiscal staff.

Who You Need at the Table

Required Partners
Role
Yolo County HHSA divisions
Administer the funds inside an integrated super agency; the substance use disorder team leads the work and collaborates across behavioral health, public health, and social services.
Board of Supervisors
Review and support the proposed settlement budget; increasingly, this is the formal decision point that legitimizes the process.
Yolo County cities (Davis, Woodland, West Sacramento)
Passed settlement shares to the county to administer with the expectation that residents would be served and participate in transparent updates.
Treatment providers and MAT/NTP/OTP providers
Identify service gaps, deliver treatment and medication-assisted treatment, and shape funded items such as bridge transportation and navigation roles.
Yolo Opioid Coalition
A community coalition that reviews gaps and needs and sets priorities that shape the annual budget categories.
Fiscal and operations staff
Support expenditure reporting and the formal budgeting process for settlement funds.
Helpful Partners
Role
Justice partners (district attorney, public defender, courts, probation)
Participate in gap analysis and support diversion and deflection work for people with substance use disorder leaving the system.
Public health and community health clinic
Contribute to gap analysis and connect residents to prevention, early intervention, and care.
Hospitals, the sheriff's office and jail, the public guardian, and community members with living and lived experience.
Round out the partner table, informing crisis, reentry, and community priorities across the county.

What made a willing partner essential vs. optional?

HHSA administers the funds and leads the work; the Board of Supervisors authorizes the budget; the cities entrust their shares to the county; treatment providers and the coalition tell the county where the real service gaps are. Without those relationships, the county could not translate a gap analysis into a defensible allocation that the Board and the cities trust.

“A few of the cities saw the utility of collaborating on their portions of the settlement, with the strong understanding that the decided upon services would serve their citizens.”
Julie Freitas, MFT, Alcohol and Other Drug Administrator, Yolo County HHSA

Justice partners, public health, the community health clinic, hospitals, the sheriff's office and jail, and the public guardian are essential contributors to the analysis and to specific funded activities, and their roles have grown as the process has formalized. The integrated super agency structure helps here: because so many county functions sit under one roof, the substance use team can reach across systems that, in other counties, sit in separate departments.


Budget Breakdown

$398K
Total Project Budget
Original annual budget, just under $400,000; it has since grown
100%
Opioid Settlement Funding
The majority supports high-impact abatement activities
7
Funded Budget Categories
Prevention, recovery, treatment, crisis, diversion, naloxone, transportation
Operations Budget
Administered within HHSA's integrated super agency structure and cost centers
Primary Funding Source
Direct opioid settlement funds allocated to Yolo County, including shares passed from participating cities
Additional Funding
Settlement dollars applied to salaries support prevention and early intervention positions or serve as match and revenue-generating roles tied to the work.
Budget Category
Amount
Notes
Prevention and early intervention
Largest share of positions
All budgeted positions support prevention and early intervention services; settlement dollars on salaries act as a match or build the basis for revenue-generating roles.
Recovery services
Middle share
Recovery supports, including purchased recovery residence beds for people not on probation, who historically could not be placed there.
Treatment and MAT/MOUD
Funded share
Medication-assisted treatment expansion with an NTP/OTP contractor, plus operating and match support for in-county residential treatment (Walter’s House). BHCIP match.
Crisis and sobering
Planned and evolving
Concepts around crisis receiving or sobering and medication-assisted treatment were considered; a large, early-planned allocation shifted when other funding emerged and was not implemented as originally proposed.
Diversion and deflection
Small allocation
Support for people with substance use disorder leaving the justice system.
Naloxone and testing supplies
Small allocation
Naloxone purchases and xylazine testing support for the coroner's office were considered but ultimately funded through the coroner's own resources.
Transportation to treatment
Small allocation
Transportation to connect people to treatment, including bridge transportation for NTP/OTP clients before Medi-Cal transportation begins, and transportation for other clients.

What is the minimum viable budget to replicate this?

The minimum viable version is not a fixed dollar figure but a discipline: understand the settlement rules and the local substance use system, map gaps with providers and community members, and start with a small budget tied to clear gaps rather than spreading money thin. Yolo County started with just under $400,000 a year and directed it toward a short list of documented needs. A county with $75,000 could run the same logic on a smaller scale: one or two clearly identified gaps, one or two willing providers, and a simple written link between each dollar and the gap it addresses. Formalize the budget, reporting, and decision-making as the dollars grow.


What Worked and Why

Specific decisions or design features that drove success

Running a gap analysis before spending was the decision that set the direction. Rather than divide a small budget by intuition, the county mapped its substance use system with providers, county departments, and outside agencies, and let documented gaps drive the first allocations. Because contractor representatives were in the room, the budget reflected real service gaps from the start.

Bringing providers and community members into the analysis, and later the coalition, kept the allocations grounded. When the Yolo Opioid Coalition independently reviewed the gaps and needs and set priorities, its list closely matched the county's existing list, confirming the earlier work and giving the budget community backing. The county then organized the shared list into budget categories.

Administering the funds within an integrated super agency gave the substance use team reach across behavioral health, public health, social services, and justice-adjacent functions that would otherwise sit in separate departments. That structure made it practical to fund work that crosses systems, such as diversion and deflection, recovery residence beds, and transportation to treatment.

Earning and keeping city-to-county trust mattered. Several cities allocated their settlement shares to the county on the condition that their residents would be served, and the county committed to ensuring that a defined share would reach each participating city. The director's transparent updates to the cities and the Board supported that trust even before a public budget was posted.

Over time, formalizing the process turned a small, informal budget into a governance structure. What began as one or two staff members shepherding the work and briefing the Board informally has evolved into a projected budget, coalition priority-setting, and structured reporting so that the model can outlast any single leader.

“You need to understand the community that you're in and what the needs and gaps are when planning for the use of these funds. That was a very important part of distributing the funds strategically and ensuring the largest impact.”
Julie Freitas, MFT, Alcohol and Other Drug Administrator, Yolo County HHSA

Early outcomes and data

  • The original annual budget of $397,500 was allocated through a documented gap analysis; it has since grown.

  • First direct settlement allocations dispersed around FY 2023–2024 following the first gaps and needs analysis.

  • Purchased recovery residence beds for people not on probation, who historically could not be placed there.

  • Medication-assisted treatment expansion delivered through an NTP/OTP contractor.

  • Naloxone purchases and support for people leaving the justice system through diversion and deflection.

  • Bridge transportation for NTP/OTP clients before Medi-Cal transportation begins, plus transportation for other clients.

  • FY 2026–2027 budget categories built with Yolo Opioid Coalition priority-setting; an emergency-room-connected navigator and peer role are being added.


Replication Guide
How to Replicate This Model
Minimum viable version
The minimum viable version of this model is a small budget tied to a clear, local gap analysis, administered by an agency with reach across the county's substance use and justice systems, with a simple written link between each dollar and the gap it addresses. A county does not need a large budget or a formal coalition on day one. It needs to understand the settlement rules, understand its local system of care, and start where the documented gaps are.
First three steps
1
Learn the allowable uses and reporting rules Before spending, understand what settlement dollars can and cannot fund, as well as what the state requires for reporting. Yolo County's first report contained errors that required a review with the state; time spent learning the definitions and reporting expectations up front would have prevented that.
2
Conduct a local gap analysis with the people who do the work Map the local substance use system with treatment providers, justice partners, public health, and community members. Put contractor and community representatives in the room so the gaps reflect real service needs, then write the gaps and needs down with descriptions.
3
Build a transparent budget and partner review process Turn the documented gaps into a proposed budget tied to high-impact abatement activities, bring in cities, a coalition, and the board for review, and formalize reporting so each dollar traces back to a gap and a decision.
Common Pitfalls
Spending before understanding local gaps Directing a one-time-in-a-generation fund without a gap analysis risks putting money where it is easiest to spend rather than where the need is greatest.
Keeping the process too informal as funds grow Briefing a board informally works for a tiny budget, but a growing budget needs a projected budget, clear categories, and a formal decision process so it can outlast individual leaders.
Leaving cities and community partners out When cities entrust their shares to the county, transparent updates and a defined commitment to serve their residents keep that trust intact.
Underestimating reporting rules State reporting has specific definitions and formats; early errors cost time. Build reporting capacity and learn the definitions before the first report is due.
Using unclear public communications Deciding where budget information should live, and communicating clearly with cities, the board, and the community, avoids confusion as the process becomes public.
Treating one-time settlement funds like ordinary revenue Settlement dollars are finite; pairing them with match and revenue-generating roles helps sustain the work rather than building recurring costs on a one-time source.

Lessons Learned

  • Map the gaps before you spend. The gap analysis, first through system process mapping and HMA's system-of-care work, then through community-informed analysis, gave every allocation a documented reason and made the budget defensible to the board and the cities.

  • Let the community confirm the priorities. When the Yolo Opioid Coalition independently reviewed the gaps and found that its priorities matched the county's list, the alignment validated the work and gave the budget community backing.

  • Use the structure you already have. Administering the funds within an integrated super agency enables the substance use team to span systems and fund work that spans treatment, recovery, prevention, and justice.

  • Protect city-to-county trust with transparency. Cities handed their shares to the county on trust; transparent updates and a clear commitment to serve their residents kept that trust even before a public budget existed.

  • Formalize as the dollars grow. Moving from informal briefings to a projected budget, coalition priority-setting, and structured reporting turned a small allocation into durable governance.

  • Start small and expand on provider-identified gaps. The county funded a short list first, then expanded as the budget grew and providers identified new gaps, such as bridge transportation and an emergency-room navigator and peer role.

“We started very small, and now it's grown into this. As our budget got larger, we expanded on what providers told us they were seeing.”
Julie Freitas, MFT, Alcohol and Other Drug Administrator, Yolo County HHSA

Primary Contact
Julie Freitas, MFT
Alcohol and Other Drug Administrator/Clinical Manager for SUD and Forensic Behavioral Health, Yolo County Health and Human Services Agency
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