OEWD's Nonprofit Resiliency Fund

The City and County of San Francisco’s Office of Economic and Workforce Development (OEWD) relies on the expertise, cultural and neighborhood competence and high-quality service of nonprofit partners, and in order to help them address key challenges an unanticipated expenses it provides resources including:

-a nonprofit liaison in OEWD’s Business Development Division
-real estate and financial assistance through the Nonprofit Sustainability Initiative
-business assistance and rent stabilization funds through the Legacy Business Program

In addition to OEWD’s resources, finance and governance training is offered by the Office of the Controller and each City department offers resources specific to the needs of its partners. 

Funding Opportunity: OEWD's Nonprofit Resiliency Fund
The focus of the 2018 Nonprofit Resiliency Fund is to provide OEWD’s nonprofit partners with financial assistance to prepare for and leverage leadership transitions. Eligible nonprofits are invited to submit proposals for consulting fees directly related to succession and interim management planning, executive search services, coaching and board development services following a new executive’s hire. 

Amount
Applicants may propose project budgets up to $35,000.

Application Deadline
The application deadline has passed. Late applications will not be accepted

Questions and Answers
The answers to all questions submitted in writing to
oewd.procurement@sfgov.org by Tuesday, February 20th at noon will be available to download below on Thursday, February 22nd.

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Anticipated Number of Awards
Up to 12 nonprofits will receive grants for leadership transitions already underway or for work that will begin by June 2018.

Fund Guidelines and Eligible Expenses
Eligible expenses are consulting fees directly related to succession and interim management planning, executive search services, coaching and board development services following a new executive’s hire. The Scope of Work may include, but is not limited to the following:

-Hiring a consultant for leadership transition services: drafting a succession plan and/or separation agreement. 
-Hiring a consultant to assist staff and board in developing an executive search request for proposals, search timeline and/or interim management plan. 
-Hiring an executive search firm to facilitate the recruitment, vetting and interview process, and to manage compensation negotiations.
-One-on-one coaching services and technical assistance (eg, financial management) for a new executive director.
-Hiring a facilitator for board development, e.g., reviewing bylaws, updating board recruiting and onboarding practices, or changing committee structures, roles and responsibilities. 

Eligible Expenses Ineligible Expenses
Executive Search Services Strategic Plan

Interim CEO (the differential, up to six months if the expense is above and beyond regular CEO salary)

Interim CEO fees that are the same or less than the previous CEO’s salary
Board Development Facilitation Financial or fund development plan
Executive Coaching (e.g., financial management) Non-executive interim positions
Interim Management Plan Staff salaries or payments to board members

 

Minimum Qualifications 
Applicants must have a history of performing services in partnership with the City and County of San Francisco as part of an ongoing economic or workforce development strategy. Fiscal sponsors of OEWD grantees do not qualify for Resiliency Fund support, but their city-funded economic and workforce development projects may be eligible.
 
Applicants must be a community-based nonprofit eligible to do business with the City; other City departments, for-profit entities, educational institutions or individual contractors are not eligible to apply.
 
Review Criteria
Applications competing for financial assistance will be reviewed and evaluated using the criteria described in this section. Point values indicate the relative importance placed on each section and points will be allocated based on the extent to which the application addresses the criteria listed. Applicants should prepare their proposals with these criteria in mind. Depending on the number and quality of proposals, applicants may be invited to be interviewed by the committee to make a final selection. Each application will be considered individually and the organization’s overall capacity in relation to the number of projects proposed will also be considered when projects and proposals are recommended for funding.
 
Goals and Priorities (50 points)

  • Supporting transitions already in progress (50 points): highest priority will be given to services for organizations with demonstrated funding constraints that are currently without a permanent executive director, or have hired an executive director within 18 months of the application deadline.

  • Mitigating risks related to executive transitions (40 points): secondary priority will be given to services for organizations with demonstrated funding constraints that can demonstrate evidence of an imminent executive director transition.

  • Identifying risks related to executive transitions (30 points): Qualifying projects with less urgency will be considered based on available resources

Funding Constraints (25 points)

  • Supporting organizations that can clearly address why the expense was unexpected and/or unbudgeted. 

Urgency and Impact (25 points)

  • Supporting organizations that clearly address how the proposed project will contribute to improved financial performance or programmatic performance related to an ongoing workforce and economic development strategy. The organization should also address the urgency/need for the proposed service. 

Application Process

The application deadline has passed. Late applications will not be accepted. Award notifications are anticipated in late March (target: March 26, 2018).

If the City is unable to negotiate a satisfactory agreement with the winning applicant(s), the City may terminate negotiations with that applicant and proceed to negotiate with other qualified applicants in the order of their ranking in the evaluation process. This process may be repeated until a satisfactory grant agreement has been reached. 

Proposals submitted on time and complete and that meet all eligibility requirements will be reviewed by a Review Committee. The Review Committee may consist of non-City staff and other individuals who have experience in the service areas requested in this RFP. Proposals will be evaluated using the criteria and process outlined below as a framework.. After the Review Committee hasconcluded the evaluation and scoring of the proposals, their recommendations will be provided to the Director of OEWD, for review and determination of the award. 

Once recommended for funding, organizations will have until June 1, 2018 to complete formal bidding (if required) and submit a complete scope of work and signed contract. Selected consultants must have 3 years verifiable experience providing similar services to nonprofit clients and a minimum of 10 nonprofit clients directly assisted, contractors may be asked to provide professional references. Grantees must provide OEWD with supporting documentation for all expenses. Approximately 10% of the total award will be withheld until the organization has submitted its final report, a briefly summarizing the project in a format acceptable to OEWD. Specific deadlines and requirements will be negotiated following notice of award.


Organizations requesting services for a recently-hired executive director will be asked to provide documentation confirming that they began work within the past 18 months.

Final award of the grant may be subject to approval by the Civil Service Commission, Board of Supervisors, Mayor, or other governing body.

Updates
2/13/2018 at 5:13PM Application question revised to address Minimum Qualifications:
Describe the organization's history of performing services in partnership with the City and County of San Francisco as part of an ongoing economic or workforce development strategy.

Nonprofit Resiliency Fund 2018-1 Final Q&A Log