OEWD's Nonprofit Resiliency Fund

Application Instructions

Applications are available online at:

•           Leveraging Leadership Transitions http://bit.ly/nofallt
(Text of the online application is here. Guidelines for supporting materials are here.)
•           Strategic Partnership Implementation http://bit.ly/nofaspi
(Text of the online application is here. Guidelines for supporting materials are here.)

Deadline to apply: 7 p.m. PST on Thursday, November 1, 2018.

The answers to all questions submitted in writing to oewd.procurement@sfgov.org by Thursday, October 18th at noon will be available to download on Tuesday, October 23rd at http://oewd.org/nonprofit-resiliency-fund.

Applications must be received online. Hard copy, postal mail, and faxed applications will not be accepted. In fairness to others, we cannot accept late or incomplete applications. An application may be deemed incomplete and ineligible if the individual does not provide the complete set of information in the appropriate format by the deadline. No deadline extensions will be granted.

Amount
Applicants may propose project budgets up to $25,000 for leadership transition support, or up to $50,000 for strategic partnership implementation.

Applicants may choose one program area to apply for in this round. If an organization is named as a partner in an application, it may not apply separately for another grant in this round.

Anticipated Number of Awards
Up to 12 nonprofits will receive grants for leadership transitions already underway or for implementation of strategic partnerships.

Anticipated Timeframe
The target date for award notifications is December 7, 2018. Proposed projects should take place between January 1 and December 31, 2019.

OVERVIEW
The City and County of San Francisco’s Office of Economic and Workforce Development (OEWD) relies on the services, expertise, cultural and neighborhood competence and of nonprofit partners, and provides resources to help its partners address key challenges and mitigate the impact of unanticipated expenses. These resources include:

-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, several City departments offer resources specific to the needs of their partners.

FUNDING OPPORTUNITY
The goal of the 2018-19 Nonprofit Resiliency Fund is to maintain continuity of nonprofit services and resources or extend impact by assisting nonprofits with:

  • One-time, unplanned and unbudgeted expenses necessitated by leadership transitions

  • One-time, significant expenses necessitated by strategic partnership implementation

For the purposes of this grant, strategic partnerships include: nonprofit mergers, acquisitions, back-office collaborations, joint ventures, and other long-term or permanent programmatic alliances.

Applicants can apply for one out of the two program areas. Eligible expenses are necessary, one-time, out-of-pocket costs directly related to leadership transition and strategic restructuring.

Grants may be awarded for a wide variety of purposes, including:

  • Hiring a consultant to merge technology systems, close out contracts or leases, facilitate human resources transition, or aid in cultural alignment between applicant and proposed partner(s)

  • Hiring an executive search firm to facilitate the recruitment, vetting and interview process, and to manage compensation negotiations

  • One-on-one coaching services for a new executive director

  • Hiring a facilitator for board development, e.g. reviewing bylaws, revising board recruiting and onboarding practices, updating committee structures, roles and responsibilities

Resiliency Fund awards may not be used for ongoing programmatic, operational, or capital costs of the Applicant or Proposed Partner(s), including staff costs paid to employees, or independent consultants serving in the role of employees. Fees paid to board members are also ineligible.

Eligible Expenses Ineligible Expenses
Board development facilitation Grant writing or accounting services
Executive coaching (e.g., financial management) Non-executive interim positions
Interim management plan Staff salaries or payments to board members
New phone or space management system for merged organizations Upgrades and fees not necessitated by transition.


We anticipate grant terms beginning January 1, 2019. Once organizations are under contract they will have until February 1, 2019 to complete bidding (if required) and submit a complete scope of work.

Selected consultants must have 3 years verifiable experience providing similar services to nonprofit clients and a minimum of 10 nonprofit clients directly assisted.

If technology-related purchases (e.g. new phone systems or software) are proposed, applicants must be prepared to adhere to all City requirements regarding the purchase, inventory and disposal of City-funded property. Current requirements can be found at https://oewd.org/oewd-directives (Directive 11-15).

ELIGIBILITY

Minimum Qualifications: Leveraging Leadership Transitions

Applicants must demonstrate an active role in an ongoing economic or workforce development strategy by providing a signed MOU or grant agreement for relevant services delivered within the past 12 months.  The document must include when the service was provided, who benefitted from the service and describe the City’s role as a partner or funder.

Applicant must demonstrate that the organization is without a permanent executive director, or has hired an executive director within 18 months of the application deadline.
 

Minimum Qualifications: Strategic Partnership Implementation

Applicant must have an established track record of providing services to members of low-income and historically underserved community(ies) in the City and County of San Francisco for at least the past three years.

Applicants must provide documentation that there has been formal board approval for the strategic partnership by each organization

There is a formal written plan detailing the scope of the strategic partnership with clear implementation steps and a post-implementation budget

There is a written plan for evaluating the success of the partnership that has been reviewed and agreed upon by each organization

For both program areas, the lead applicant must be a San Francisco-based 501(c)(3) non-profit corporation registered with the Internal Revenue Service, and must be in good standing with the State of California’s Registry of Charitable Trusts.

Before funds can be awarded, all applicants must be eligible to do business with the City and County of San Francisco. https://sfgov.org/oca/Qualify-do-business

 

SELECTION 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.

Leveraging Leadership Transitions: Selection Criteria

  • Project Goals and Provider Qualifications (30 points):
    This section should describe the proposed project’s organizational development goals and how they are directly related to a leadership transition.  The applicant should provide an overview of staff and board roles in the project. Details may include how staff and board will be available to consultants and the distribution of the workload within the project team. If proposed professional service providers have been identified, applicant should establish the experience, qualifications and track record of provider/s. If other one-time, out-of-pocket costs are proposed, applicant should describe how they are necessitated by the transition and how they will benefit the organization.

  • Activities, Deliverables and Timeline (40 points)
    This section should outline a plan of action that describes in sufficient detail the activities, deliverables and timeline of the project and how the proposed work will be accomplished. The plan should address all activities for which applicants seek funds. If other organizational effectiveness efforts are underway, describe how the proposed project will leverage past efforts, and how staff time and workload will be managed. Applicant should cite any unique or unusual features of the project.

  • Performance Management and Reporting (15 points)
    Describe how project activities and outcomes will be collected and reported. Describe how you will determine whether the project has achieved its goals and how the organization will monitor the project as it is happening. Describe how the outcomes proposed will have a positive impact on the daily functioning, effectiveness and impact of the applicant.

  • Financial Management and Budget (15 points)
    Provide a brief narrative detailing the financial management of the organization.
    Provide a narrative justification of items in the budget
    Provide details on any matching or leveraged funds including source, amount and restrictions.
    Provide a proposed budget for the project using the template available on the OEWD website at https://oewd.org/file/14906.

Strategic Partnership Implementation: Selection Criteria

  • The grant will play a necessary and substantial role in the successful completion of the proposed strategic partnership. (20 points)

  • The strategic partnership project proposed for funding is likely to go forward. (5 points)    

  • The strategic partnership project proposed for funding will serve the public interest and the mission of the organization/s. (15 points)

  • There is alignment of mission among the Applicant and Proposed Partner(s). (5 points)

  • The Applicant and Proposed Partner(s) are committed to the long-term success of the strategic partnership. (5 points)  

  • The project is likely to meaningfully increase the capacity, service delivery, effectiveness, and/or financial health of the nonprofit(s) involved. (10 points)

  • The Applicant and Proposed Partner(s) have engaged in a thoughtful planning process. (10 points)  

  • The budget relies upon reasonable assumptions, including projected expenses and timeframes. If the Applicant or the Proposed Partner(s) use of the grant is for the hiring of a consultant or consultants, there is a well-conceived scope of work.  (15 points)

  • The Applicant and Proposed Partner(s) are contributing financial resources according to their ability to do so. (5 points) 

  • The proposed strategic partnership is likely to be sustainable over time. (5 points)

 

APPLICATION PROCESS

  • All complete and eligible proposals will be reviewed and scored by a Review Committee. The Review Committee may consist of City staff, 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. Nothing herein shall obligate the City to make any grant, or shall guarantee any proposer the right to any grant money. The City reserves the right not to award grants based upon the ability of the proposer to meet the City’s objectives and budgetary priorities.

  • The City may contact the applicants to clarify any portion of the proposal. All questions to the applicants will be submitted in writing and the answers, in writing, will be submitted, along with the proposals, to the Review Committee for scoring.

  • Any attempt by an applicant to contact a member of the Review Committee during the proposal review process (other than submitting clarification questions or responding to any City-initiated contact) may result in the elimination of that proposal from consideration.

  • After the Review Committee(s) has/have concluded the evaluation and scoring of the proposals, the results will be submitted to the Director of OEWD, and the appropriate oversight bodies, if necessary, for review and determination of the award.

  • The tentative awardees whose proposal(s) are determined to meet the needs of the City will be recommended to negotiate a grant.

  • All applicants will be notified of the results of the evaluation.

  • The tentative award may be conditioned on inclusion of changes/additional terms. Negotiations over the specific terms and language may be required before submission to the Civil Service Commission for approval, if applicable.

  • 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.

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

After awards are finalized, grantees will have until February 1, 2019 to complete bidding and provide an approved scope of work and signed contract. 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, briefly summarizing the project in a format acceptable to OEWD. Specific deadlines and requirements will be negotiated following notice of award.