Resources for Nonprofits

Program Overview | Fiscal and Compliance Monitoring | Resources for Nonprofits

The Program has assembled an array of documents to support nonprofit contractors in complying with the standards set and reviewed during Monitoring visits. The tools include sample forms, procedural guidelines and training materials from the Program or its consultant, Compass Point Nonprofit Services.

black and white image of people and city on the background Technical Assistance is Available!

Manuals, Guides and Training Presentations
City Agencies and Resources External Resources
Technical Assistance is Available!
Each year, the Program provides an array of opportunities for nonprofit contractors to enhance their capacity to deliver services through effective program governance and operations:
  • At least 3 training sessions on issues such as developing an agency-wide budget, cost allocation procedures, and board development and fundraising are offered annually. Training sessions are open to all nonprofit contractors participating in the joint monitoring program.
  • Individualized Coaching. The Controller's Office, via a consultant with nonprofit finance and governance expertise provides FREE targeted support to agencies to address specific needs, particularly in areas where an agency has had findings during the Monitoring process.

Need help? Contact your Lead Monitor to get more information about how your agency can receive coaching or to learn when trainings occur.

A Guide for Nonprofits Receiving Fiscal and Compliance Monitoring
The Controller’s Office has developed a guide for nonprofits to provide a better understanding on upcoming Site Visits and Self-Assessments. The document covers the purpose of the Monitoring Program, how the program supports nonprofits, and what to expect at a Site Visit/Self-Assessment including what documents to have ready.
CAPACITY BULDING - Tools for Nonprofits

Financial Management Tools
Monitoring site visits result in more financial management findings than any other type of finding. Sound financial management practices are a key indicator if a nonprofit agency's overall health and stability. The following links provide the City and County of San Francisco (CCSF) guidelines for financial management of nonprofit organizations, as well as tools nonprofits can use to strengthen internal controls and other fiscal practices.
Budget and Cost Allocation
The City requires that nonprofits receiving public funds clearly show how they allocate indirect and shared costs among their various programs. Cost allocation procedures can be complex, particularly for larger organizations with multiple programs and funding streams. The resources below consist of guidelines and training presentations to clarify the standards for this fiscal practice. Board Governance
The Board of Directors is legally and financially responsible for an agency. It's a critical role, and nonprofits must ensure that they have the right people in the job, and that those individuals fully understand and can carry out their role. The attached materials help board members fulfill their important governance duties.

Qualify to Do Business with CCSF
The City and County of San Francisco requires all contractors doing business with any City department to meet certain requirements, and to file specific forms to become eligible. This process can be confusing for many vendors and grantees. The Office of Contract Administration has created a webpage to walk potential City vendors through the steps of qualifying for City contracts.

Materials From Southeast Nonprofit Resource Fair 2014:
The Fair was a multi-City Department collaborative event that included 18 Department-hosted resource tables, four concurrent workshops on various City funding-related topics, and opportunities for networking. The following materials and presentation handouts were made available to attendees and can be downloaded below.

Locating Funding Opportunities for Nonprofits Becoming a City Vendor and Nonprofit Enterprise Proposal Writing 101 Tips for Responding to City Solicitations Panel
Understanding the OMB Super-Circular
Nonprofits that receive federal grant funding must comply with certain federal requirements, some of which have changed with the new Uniform Guidance. Below are some resources about these changes. Emergency Preparedness San Francisco Mayor's Office on Disability Compliance Resources
The City's Mayor's Office on Disability (MOD) provides several resources that may be helpful to nonprofits in complying with the terms of the Americans with Disabilities Act (ADA). The mission of the MOD is to ensure that every program, service, benefit, activity and facility operated or funded by the City of San Francisco is fully accessible to, and useable by, people with disabilities.
San Francisco Sunshine Ordinance Task Force FAQs
The San Francisco Sunshine Ordinance is an ordinance to ensure easier access to public records and to strengthen the open meeting laws. Nonprofits that receive $250,000 or more in City funds must comply with what is called the Non-Profit Public Access Ordinance. The San Francisco Sunshine Ordinance Task Force hosts a website that answers the most frequently asked questions regarding compliance with the Ordinance.

Sample Policy Regarding Public Access (Word): Nonprofits monitored through the Citywide Monitoring Program must have a written policy documenting how the agency complies with certain elements of San Francisco Administrative Code 12L. The attached document provides a template nonprofits can use to get started.

Whistleblower Complaints Program
The City's Whistleblower Program receives, investigates or refers, and tracks complaints about employee misconduct, the quality and delivery of government services, wasteful and inefficient City government practices, misuse of City government funds and resources, and other improper activities by City government vendors and contractors. Whistleblower Program (PDF)

Other Web Resources
  • Featuring more than 60 free tools, how-tos and guides for anyone involved in nonprofits' financial planning, monitoring, operations or oversight, this website was developed by Fiscal Management Associates and the Wallace Foundation.
  • CompassPoint Nonprofit Services developed many of the resources offered on this page. Visit their site to learn about upcoming trainings in budgeting, nonprofit management, board development and more.
  • Fiscal Management Associates: Beginning in FY15-16, FMA is a Technical Assistance provider for the Controller's Office, with expertise in training and fiscal management.
  • Community Vision (formerly Northern California Community Loan Fund): Beginning in FY15-16, Community Vision is a Technical Assistance provider for the Controller's Office, with expertise in nonprofit lending and financial management.