San Francisco Nonprofit Sustainability InitiativeRelocation & Renovation Grant ApplicationApplications Due Friday, January 29th, 2021 at 12pm PST

General Information

Nonprofit Sustainability Initiative Relocation & Renovation Grants provide critical financial support to organizations that are at risk of displacement, facing barriers to growth due to real estate constraints, or negotiating commercial leases in new, 100% affordable housing developments. Since the first awards in May 2017, $4.4 million has been awarded to stabilize space for nonprofits. Up to $925,000 will be available for distribution in this round.

Before completing this application, please read the Program Guidelines.

Grants up to $50,000 for relocation expenses to organizations with 3-4 year leases.
Grants up to $75,000 for relocation and renovation expenses to organizations with 5+ year leases.
Add-On Grants up to $10,000 for organizations reopening services to the public. Only available to organizations requesting up to $75,000 for relocation and/or renovation.
Grants up to $250,000 for renovation expenses to organizations with 5+ year leases in commercial spaces within new, 100% affordable housing developments.
Site control is required for all grants -- either a fully-executed Letter of Intent (LOI) with lease terms, a fully-executed lease, or an accepted purchase offer.
Applications are due by noon (12pm PST) on Friday, January 29th, 2021. The system will shut down at this time and will not accept late applications. Submit your application early to avoid technical issues. Applicants should paste their completed answers into the online application and hit the "submit" button on the last page when they are ready to submit. A confirmation page will appear after successful submission.
Contact Risa Blumlein Keeper, Managing Consultant at Community Vision, with any questions.

Organization Information

Organization Name

Address

Zip Code

Year of incorporation (if applicable)

Fiscally-sponsored project?

Fiscal sponsor

Fiscal sponsor contact information (name, email and phone)

Current year operating expense budget

Number of board members

Number of full-time paid staff

Number of part-time paid staff

Number of volunteers (current year)

Organization Designation

(hold down the Control button to select multiple options)

Please Describe Other

Basic Eligibility

Are you applying on behalf of a commercial space in a new, 100% affordable housing development?

Do you have a fully executed Letter of Intent (LOI), fully executed lease, or a Purchase and Sale Agreement (PSA) for the property you are requesting funding for?

Organizations must have site control in order to be eligible for Relocation & Renovation Grants from the Nonprofit Sustainability Initiative. Site control means a fully executed Letter of Intent (LOI), lease, or Purchase and Sale Agreement (PSA). Your application will be ineligible and not be evaluated if your organization does not have site control as demonstrated by one of these three documents by the application deadline of January 29th, 2021 at 12pm Pacific. If you have a questions about this eligibility criteria email Risa Blumlein Keeper, Managing Consultant, at rbkeeper@communityvisionca.org.

Lease Length

Contact Information

Primary Contact Gender Pronoun

Primary Contact First Name

Primary Contact Last Name

Primary Contact Title

Primary Contact Email

Primary Contact Phone

Secondary Contact Gender Pronoun

Secondary Contact First Name

Secondary Contact Last Name

Secondary Contact Title

Secondary Contact Email

Secondary Contact Phone

Funders

Does your organization receive City funding?

Largest source of non-City funding

Funder

Amount

Grant Period Begin

Grant Period End

Second-largest source of non-City funding

Funder

Amount

Grant Period Begin

Grant Period End

Third-largest source of non-City funding

Funder

Amount

Grant Period Begin

Grant Period End

Largest source of City funding

Funder

Amount

Grant Period Begin

Grant Period End

Second-largest source of City funding

Funder

Amount

Grant Period Begin

Grant Period End

Third-largest source of City funding

Funder

Amount

Grant Period Begin

Grant Period End

Organizational Impact

Programming and Community Impact

Organization mission statement

What is the most significant public benefit outcome that your organization aims to achieve during the current fiscal year? Briefly describe your organization's primary programming.

How do your programs identify and/or prioritize low-income and historically underserved community(ies)?

Is there anything else you would like to add about your organization's racial equity efforts and/or engagement of low-income and historically underserved communities?

Beneficiaries

How does the Staff and Board of your organization reflect the demographics of the community(ies) you serve and what activities ensure that the people who depend on your services and resources help shape major decisions and policies?

Please describe your primary and secondary beneficiaries and be specific about the services and resources each receives. (Primary clients receive the bulk of services or resources. Secondary clients receive minor services or are impacted through the ripple effect of the organization's work. For example, a Counseling Agency's primary clients could be youth receiving counseling services and its secondary clients could be family members that receive minor support services. For a Capacity Building Agency, primary clients could include nonprofit staff & board members registered for workshops and secondary clients could be clients served through the nonprofits that are supported.)

Please list the number of primary and secondary beneficiaries.

	Primary	Secondary
Beneficiaries served

Of the beneficiaries listed above, list up to 3 zip codes in order of where the greatest to fewest beneficiaries are served.

	Primary	Secondary
Zip Code
Zip Code
Zip Code

Are more than 50% of your beneficiaries people of color? And/or does your mission statement explicitly mention communities of color?

Do more than 25% of your beneficiaries identify as one of the following racial or ethnic groups? If so please select all that apply.

(hold down the Control button to select multiple options)

Categories are based on the largest populations in San Francisco (according to citywide demographic data).

Other (Please specify)

Are more than 50% of your beneficiaries women? And/or does your mission statement explicitly mention women?

Are more than 50% of your beneficiaries trans and/or gender non-binary? And/or does your mission statement explicitly mention trans and/or gender non-binary communities?

Are more than 50% of your beneficiaries LGBQ or two-spirit? And/or does your mission statement explicitly mention LGBQ or two-spirit communities?

Are more than 50% of your beneficiaries people with disabilities? And/or does your mission statement explicitly mention the disability community?

Are more than 50% of your beneficiaries children and youth and/or families with children and youth? And/or does your mission statement explicitly mention families and/or children and/or youth Children and youth are defined as ages 0-24.

If your organization has a community focus that was not mentioned above, please provide a brief summary of the community(ies) you serve.

Project Plan

Space at Risk or Barriers to Growth

If the organization has secured a new space please use the following fields to describe the former space even if the organization has not yet moved. If the organization is moving into its first space and does not have a former space, enter the organization's administrative address.

Address

Zip code

District/Supervisor
(Click here to look up your district by address)

Total square footage

Does the organization rent or own its program office space?

Lease expiration date

Monthly lease payment

Is the at risk/former space ADA
(Americans with Disabilities Act) Accessible?

Current or New Space

Please describe the new space, even if the organization has not yet moved.

Address

Zip code

District/Supervisor
(Click here to look up your district by address)

Total square footage

Monthly rent amount or purchase price

Lease term (please include base year and any options, i.e. 3-yr lease term + 3-yr option)

Is the current/new space ADA
(Americans with Disabilities Act) Accessible?

Please describe how the space will be used, including on-site services and resources.

Is this site a co-location project?

Please describe the other proposed partners/tenants and the community benefits of co-location. Address how co-location would meet any or all of the follow goals: (1) below market or subsidized rents, (2) reduced cost and/or higher quality shared services & amenities, (3) a level of intentional collaboration between organizations, and (4) centralized services or program offerings.

Grant Request

Grant purpose

Grant request (amount)

Total project budget (amount)

Use of Funds

(hold down the Control button to select multiple options)

Use of Funds -- Describe the items/services you wish to purchase, and estimated cost of each:

You are requesting grant funds to finance construction expenses. Please review the prevailing wage requirements here.

I have reviewed the prevailing wage requirements and agree to comply if awarded funding.

You are requesting grant funds to finance furniture, fixtures and equipment, moving expenses, or professional services. In order to be eligible for reimbursement these purchases must be approved by Community Vision before the purchase is made. Any expenses that have already been incurred and have not been approved by Community Vision will be ineligible for reimbursement. Please review the bidding requirements here.

I have reviewed the bidding requirements and confirm that I am only requesting funding for expenses that have been approved by Community Vision or have not yet been incurred.

You are requesting grant funds to finance furniture, fixtures and equipment. If you are moving to a new location please describe whether these items are required because of the relocation. If you are renewing in your existing space, please describe how the purchases will materially increase the number of employees who can work in the space and/or the number of beneficiaries who can be served in the location.

You are requesting grant funds to finance furniture, fixtures and equipment. If you are requesting reimbursement for laptop purchases, please describe how they are related to one-time real estate needs. Purchases to support ongoing program needs are ineligible for reimbursement.

Is the grant request greater than 50% of your organization's average operating budget for the last 3 years?

Awards are not likely to exceed 50% of the average operating budget for the last 3 years. Since the grant request is greater than 50% of the average operating budget for the last 3 years, provide a rationale to support the need for the full grant request

Reopening Add-On

If your organization was shut down due to the shelter-in-place ordinance and is planning to reopen to the public you may be eligible for a Reopening Add-On grant of up to $10,000. Please describe your services that have been shut down and your plan for safely reopening including timeline and new accommodations needed

Describe the impact shelter-in-place has had on your ability to provide services to low-income, vulnerable, or historically underserved beneficiaries and the impact your reopening plan will have on your services and your beneficiaries, including the % of your pre-COVID beneficiaries you expect being able to support

Reopening add-on grant purpose

Reopening add-on grant request (amount)

Use of Funds

(hold down the Control button to select multiple options)

Use of Funds -- Describe the items/services you wish to purchase, and estimated cost of each:

You are requesting grant funds to finance construction expenses. Please review the prevailing wage requirements here.

I have reviewed the prevailing wage requirements and agree to comply if awarded funding.

You are requesting grant funds to finance furniture, fixtures and equipment, supplies or professional services. In order to be eligible for reimbursement these purchases must be approved by Community Vision before the purchase is made. Any expenses that have already been incurred and have not been approved by Community Vision will be ineligible for reimbursement. Please review the bidding requirements here.

I have reviewed the bidding requirements and confirm that I am only requesting funding for expenses that have been approved by Community Vision or have not yet been incurred.

Is the combined total of your Relocation, Renovation and Reopening grant requests greater than 50% of your organization's average operating budget for the last 3 years?

Awards are not likely to exceed 50% of the average operating budget for the last 3 years. Since the grant request is greater than 50% of the average operating budget for the last 3 years, provide a rationale to support the need for the full grant request

Project Team

Have you hired any external consultants as part of your project team (architect, fundraising consultant, project manager, general contractor)?

Please list the external consultants on your project team

If you plan on hiring external consultants as part of your project team (architect, fundraising consultant, project manager, general contractor) please describe your timeline for hiring

If your Board or Staff are responsible for project management/development please list them and their relevant real estate experience

Project Timeline

Establishing site control (executing a lease)

Start Date

End Date

Lead Person

Hiring an architect, project manager, or other consultant

Start Date

End Date

Lead Person

Completion and approval of preliminary designs by the Mayor's Office on Disability (MOD)

Start Date

End Date

Lead Person

Applying for a building permit and license (if applicable)

Start Date

End Date

Lead Person

Bidding

Start Date

End Date

Lead Person

Construction (if applicable)

Start Date

End Date

Lead Person

Fundraising (if applicable)

Start Date

End Date

Lead Person

Operations Commence at New Site (if applicable)

Start Date

End Date

Lead Person

Project Impact

Describe your proposed on-site activities, services and resources, and how the acquisition will help the organization more effectively serve program beneficiaries

Provide an overview of your strategy to engage your organization's clients, audience or other beneficiaries. This could include marketing efforts or plans to increase and diversify participants. Please include details of the activities and timing and be as specific as possible.

If you are expanding space or relocating, what changes have you made or will you make to your engagement plans in consideration of this change?

Describe how the project is critical to program operations and long-term financial sustainability

Documentation

Add Attachments Here

Governance and Risk Mitigation

Board of Directors roster that includes the term and affiliation for each Board member

Board Resolution acknowledging that it has reviewed the Relocation and Renovation program guidelines and authorizes the nonprofit to submit the application (template available here)

IRS Determination Letter

Articles of Incorporation

Bylaws

Fiscal sponsor agreement

Resumes and/or biographies of senior management staff

Current San Francisco Business Registration Certificate. For more information click here

Provide evidence or documentation of up to 3 community partnerships and collaborations across multiple sectors. Documentation can include service agreements, MOUs or contracts for pro bono resources. Letters of support are not considered documentation of partnership.

Board Governance Policies

Strategic plan or business plan

Succession Plan

Other documents or policies that demonstrate evidence of planning to identify and mitigate financial risk

Financial Statements and Evaluation

Arts and Cultural organizations may submit financial data from DataArts.

Audits for the three most recent fiscal years (if unavailable, IRS Form 990 or income statement and balance sheet). Year 1:

Year 2:

Year 3:

Current Year Budget

Year-to-date income statement

Year-to-date balance sheet

For City contractors

Three years of the City's Fiscal and Compliance Monitoring Reports. Year 1

Year 2

Year 3

Project Information

Fully executed letter of intent with lease terms, fully executed lease, or fully executed purchase contract

Previous lease agreement

Project budget. Applicants must use this template from Community Vision. Please include the source(s) of your estimates (sources could be obtained from a general contractor, architect, landlord, broker, other industry expert, or staff estimates).

Overall housing development project timeline, including milestones that need to be met for the nonprofit tenant to start its portion of construction on the commercial space.

Fundraising plan or strategy to raise any uncommitted funds included in the project budget.

Letters of intent for any expected tenants.

Financial plan

3-year multi-year budget. Template available here

Narrative of financial plan

How did you learn about the Nonprofit Sustainability Initiative?

Please let us know how you learned about the Nonprofit Sustainability Initiative

(hold down the Control button to select multiple options)

If other, please describe:

If you would like, please comment on your experience with this application

Application Submission

Certification and Release

I confirm that the information within this application is true and correct.

This certification and release must be signed by the individual applicant or principal officer of the organization with the knowledge of the matters contained herein and with legal authority to obligate the organization. The undersigned certifies: That all information contained herein is accurate or represents a reasonable estimate of future operations based on the data available at the time of the application and that there are no misstatements or misrepresentations contained herein or in attachments. The individual applicant or organization will comply with the federal laws that regulate Fair Labor, Civil Rights, Accessibility, and other regulations and City requirements in this grant application. The undersign hereby release Community Vision Capital & Consulting, and their respective officers, employees or agents, from any and all liability and/or responsibility concerning damage to or loss of materials submitted to FormAssembly, whether or not such damage or loss is caused by the negligence or intentional acts or omissions of FormAssembly, its respective officers, employees or agents.

Title

First Name

Last Name

Date

Applications must be received by noon (12pm Pacific) on Friday January 29th, 2021. Applications will not be accepted after noon (12pm Pacific) on Friday January 29th, 2021 and the application will shut down. For assistance using this application, please contact Risa Blumlein Keeper, Managing Consultant, at rbkeeper@communityvisionca.org.