Program Overview | Fiscal and Compliance Monitoring | Resources for Nonprofits

Nonprofit service providers that receive a threshold amount of City funding from more than one participating department are a part of the shared monitoring pool.
Benefits of the Program Joint Monitoring: Nonprofits in the pool receive just one monitoring  annually, rather than a separate visit/meeting from each funding agency Clear Standards: The Program has developed a monitoring tool used by all monitors, as well as trainings about the monitoring process to prepare nonprofits about the requirements. Technical Assistance: City monitors can link nonprofits with technical assistance when needed. Nonprofit Monitoring Pool Each fiscal year, City departments develop the monitoring pool and determine whether nonprofit contractors in that pool should receive an expanded monitoring (formally known as a site visit) or a core monitoring (formally known as a self-assessment). Each nonprofit contractor must receive an expanded monitoring at least once every third fiscal year. Waivers A 1-year waiver from citywide monitoring may be granted under special circumstances and as a result of exceptionally good fiscal and compliance performance by a nonprofit. Nonprofits qualifying for a waiver are nominated by departments and approved by the Steering Committee during the risk assessment process. In order to qualify for the waiver, the nonprofit must submit all invoices and external audits to the City on time, have no monitoring or audit findings in the last 2 fiscal years, and have received an expanded monitoring in the last two years.	Monitoring Tools Standard Monitoring Form 2021-2022 (pdf) Changes to Standard Monitoring Form FY2022 (pdf) Standard Monitoring Form 2017-18 (pdf) Changes to Standard Monitoring Form FY2018 (pdf) Standard Monitoring Form 2016-17 (pdf) Standard Monitoring Form 2015-16 (pdf) Standard Monitoring Form 2014-15 (pdf)  Monitoring 101 2013-14 (pdf) Corrective Action Policy 2014 (pdf)   Training Series for City Monitors - 2018 Assessing your Grantee’s Financial Health (pdf) Nonprofit Budgeting (pdf)   Annual Reports FY17-18 Annual Report FY17-18 Infographic FY16-17 Annual Report FY16-17 Infographic FY15-16 Annual Report FY15-16 Infographic FY14-15 Annual Report  FY 13-14 Annual Report  FY12-13 Annual Report
The image below identifies the various steps of the annual monitoring process. View the Monitoring 101 document above for more detail about nonprofit fiscal and compliance monitoring in San Francisco.