Nonprofit Sustainability InitiativeReal Estate Technical Assistance Application

Nonprofit Sustainability Initiative
Real Estate Technical Assistance Application

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We strongly encourage you to schedule a rapid response and consult inquiry call with one of our consultants before submitting your Technical Assistance application. You can schedule your call here.

Technical Assistance

Community Vision offers real estate technical assistance to nonprofit organizations at risk of displacement, facing barriers to growth due to real estate constraints, or that are negotiating commercial leases in new, 100% affordable housing developments.

We offer the following support services in both individual coaching, peer learning, and webinar settings for nonprofit organizations and fiscally-sponsored projects of nonprofit sponsors located in San Francisco.
Financial planning
Space planning
Identifying/evaluating potential sites
Assistance in lease negotiations
Developing construction budgets and project timelines
Analyzing potential funding sources
Assistance preparing budgets and projections for funding or financing applications

Community Vision may take up to 45-60 days to respond to your request for technical assistance from the Nonprofit Sustainability Initiative, after your organization successfully submits this form and receives a confirmation page.

Priority Criteria

Must be facing permanent displacement or barriers to growth due to real estate constraints, or be negotiating a commercial lease in a new, 100% affordable housing developing
Must have a two-year track record of providing services to low-income communities in San Francisco
Must be deeply-rooted in low-income communities, communities of color, or historically underserved communities in San Francisco
Can clearly identify how a new space will attract new beneficiaries and retain current beneficiaries
Can demonstrate evidence of planning to mitigate financial risk

For More Information

Visit the Frequently Asked Questions (FAQs)

Email grantmaking@communityvisionca.org with additional questions.

Organization Information

Rapid Response and Consult Inquiry Call

Have you completed a rapid response and consult inquiry call with one of our consultants?

Please let us know why you have not completed a rapid response and consult inquiry call.
(If you are interested in scheduling a call, you may do so here)

Basic Information

Organization Name

Street Address

Zip Code

Year of incorporation (if applicable)

Primary contact first name

Primary contact last name

Primary contact title

Primary contact email

Fiscally-sponsored project?

Fiscal sponsor

Fiscal sponsor contact first name

Fiscal sponsor contact last name

Fiscal sponsor contact email

Real estate need

Type of technical assistance requested

(hold down the Command button (Mac) or the Control button (PC) to select multiple options)

Current year operating expense budget

Number of board members

Number of full-time paid staff who receive form W2 at the end of the year

Number of part-time paid staff who receive form W2 at the end of the year

Estimated number of paid contractors who receive form 1099s at the end of the year

(for example, a marketing company on a monthly retainer)

Number of volunteers (current year)

Organization Designation

(hold down the Command button (Mac) or the Control button (PC) to select multiple options)

Please describe other

Programming and Community Impact

Please share your organization's mission statement. Your answer will be limited to 40 words.

Please describe who your primary and secondary beneficiaries are, and what services and resources each receives. Include any COVID-related changes. There is no word limit.

Primary beneficiaries receive the bulk of services or resources. Secondary beneficiaries receive minor services or are impacted through the ripple effect of the organization's work. For example, a Counseling Agency's primary beneficiaries could be youth receiving counseling services and its secondary beneficiaries could be family members that receive minor support services. For a Capacity Building Agency, primary beneficiaries could include nonprofit staff & board members registered for workshops and secondary beneficiaries 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

What is the most significant public benefit outcome your organization aims to achieve in the current fiscal year? Please describe your organization's primary programming before and during COVID and any significant future changes. Your answer will be limited to 100 words.

Prompts: What is the most important program your organization runs? Who does it serve? What are its main outcomes? What are you most known for in your community? What top three achievements would you share with anyone who wants to learn about your organization? Did you pivot your programming during COVID? If so, how? Do you intend to continue the new programming on a regular basis.

Please describe your organization's track-record of providing services and resources to San Francisco's low-income communities. Include any COVID-related changes. There is no word limit.

Prompts: How long has your organization been working in these communities? How do you design services and resources that are responsive to community needs and create long-term impact for San Francisco residents? How did you leverage your organization's track-record to provide high-impact services during COVID? How do you continue to innovate your programs and maintain relevancy over time?

Please describe how your organization commands the respect and trust of its beneficiaries, and how its beneficiaries hold power and influence decisions in your organization. There is no word limit.

Prompts: How well do your organization's leaders and staff understand the experiences and needs of beneficiaries? Is it through lived experience, professional experience, academic study, or something else? Describe your community and beneficiary feedback process. Do you have community member or beneficiary representatives on your board? Does your organization support community- and/or beneficiary-led initiatives?

At Risk of Displacement or
Facing Barriers to Growth due to Real Estate Constraints

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.

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?

Are you interested in co-location?

List potential co-location tenants

Please describe your organization's real estate situation, space needs and any urgencies. There is no word limit.

Please describe your community engagement plans for the new site. If your organization is not planning to relocate, please indicate that here. There is no word limit.

Prompts: Does your organization have a philosophy on community engagement? How will you establish and build positive relationships with the new surrounding neighbors and larger community? Do you plan to lead any specific engagement efforts? How do you intend to retain current beneficiaries, especially if the new site is in a new neighborhood?

Negotiating Commercial Lease in New, 100% Affordable Housing Development

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?

Is this project a relocation or expansion?

Proposed lease term, if available

Proposed monthly price per square foot, if available

Developer(s)

Are you interested in co-location?

List potential co-location tenants

Please describe your organization's real estate situation, space needs and any urgencies. There is no word limit.

Please describe your community engagement plans for the new site.If your organization is not planning to relocate, please indicate that here. There is no word limit.

Prompts: Does your organization have a philosophy on community engagement? How will you establish and build positive relationships with the new surrounding neighbors and larger community? Do you plan to lead any specific engagement efforts? How do you intend to retain current beneficiaries, especially if the new site is in a new neighborhood?

Add Attachments Here

IRS determination letter (if fiscally-sponsored, please submit your fiscal sponsor's determination letter)

Fiscal sponsorship agreement

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

Optional - resumes and/or biographies of senior management staff

Provide evidence of planning to identify and mitigate financial risk.
Examples of traditional risk mitigants are multi-year budgets, strategic plans, financial policies and procedures, board governance policies, and succession plans. If you do not have the above documents, we would welcome descriptions of how your organization uses non-traditional risk mitigants such as multi-generational and/or cooperative decision-making systems, attracts new champions, engages in professional development and mentorship opportunities for staff and leadership teams, leverages its social media and business network strength, and has built a demonstrated track record of pivoting, innovating and maintaining relevance.

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

For all the below financial questions, if your organization is fiscally-sponsored please submit your project's financials NOT your fiscal sponsor's financials.

Year 2:

Year 3:

Current Year Budget

Year-to-date income statement

Year-to-date balance sheet

Current lease agreement

Optional - proposed lease agreement or term sheet, if available

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

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Contact Information