San Francisco Nonprofit Sustainability Initiative

Acquisition Grants

Checklist of Required Information

Application Period Closed

As part of the application process, you will need to upload the documents below. This information is required in order to help us evaluate the project with the NSI program’s eligibility and priority criteria. The below checklist is meant to assist with the application process by sharing what will be expected in advance, so that when it is time to complete the application in FormAssembly, it is an easy and painless process. Please note that this list is not exclusive and items may be added to the application that may not be reflected here immediately.  

Please remember to start your organization’s application well in advance of the deadline and leave ample time to address any form field errors that may appear during the submission process. Also please remember to hit the submit button! Once an application is successfully submitted, a confirmation page will appear with additional information. If your organization is awarded a grant, additional documents may be requested. If you need help or have follow-up questions, please email the Community Vision Grantmaking team at grantmaking@communityvisionca.org. 

To review the application questions, visit our Application Questions Checklist.

Required Documents for Upload

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

• Board Resolution acknowledging that it has reviewed the Program Guidelines and authorizes the nonprofit to submit the application -- template available here

• Resumes and/or biographies of senior management staff

• Audits or IRS Form 990s for the last three completed fiscal years

• Year-to-date Income Statement and Balance Sheet, and current year budget

• Documented proof your nonprofit is based in San Francisco. For example: a current lease agreement, a current bill mailed to the organizational name and address, or other legitimate documentation

• Documented proof your nonprofit is based in San Francisco. For example: a current lease agreement, a current bill mailed to the organizational name and address, or other legitimate documentation

• Three years of the City's Fiscal and Compliance Monitoring Reports, if applicable

• Evidence of planning to identify and mitigate financial risk. Examples of traditional risk mitigants are multi-year budgets, strategic plans, financial policies, board governance policies, and succession plans.

• Fully-executed Letter of Intent (LOI), fully-executed Purchase and Sale Agreement (PSA), Grant Deed, or fully-executed Long-Term Lease. This program does not allow organizations to switch sites after the application has been submitted. If your organization determines the intended site is no longer viable after the application deadline has passed, we will withdraw your organization’s application from the pool and invite a new application in a future round.

• Evidence or documentation of up to three (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

• Sources and Uses budget for the project that includes estimates for any planned pre-development expenses, renovation expenses, and appropriate contingencies -- template available here

• Sources and Uses budget for the entire development (if applicable) that includes estimates for any planned pre-development expenses, renovation expenses, and appropriate contingencies

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

• Three-year operating budget including any ongoing operating expenses related to proposed acquisition and contributions to capital reserves

• Loan terms for any current outstanding organizational debt secured by fixed assets

• Letters of Interest or Reservation Letters from Community Development Entities (CDEs) for New Markets Tax Credits (NMTCs), if applicable

• List of existing tenants currently renting space in the building you plan to purchase -- template available here

• Letters of Intent (LOIs) for 60% of the leasable square footage, if there will be tenants. All tenants must be 501(c)3 nonprofit or fiscally-sponsored organizations.

• A fundraising plan for proposed tenants at the property to raise the revenues needed to complete any tenant improvements, if applicable

Visit the FAQs for more information