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FY20 ED Funding RFQ Presentation 12/4/2018

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FY2020 Economic Development Funding RFQ Informational Workshop

Dec. 4, 2018Mission Valley Branch Library

Economic Development DepartmentBusiness Expansion Attraction and Retention (B.E.A.R.)

Economic Development Department

• Welcome

• Economic Development Funding Programs

• Economic Development Strategy

• Alignment of Nonprofit Mission - Funding Goals - Outcomes

• New RFQ and RFP Process

• RFQ Process in 5 Steps

• Completing the RFQ Application Online

• RFQ Evaluation

• Application Schedule

• Q&A

Technical Assistance Workshop Agenda

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Transient Occupancy Tax (TOT) Allocations to promote San Diego as a business and tourism destination• Economic Development and Tourism Support

(EDTS)• Citywide Economic Development Support

(Citywide TOT or CEDS)

Small Business Enhancement Program (SBEP) General Fund allocations for small business development• SBEP Citywide• SBEP Microdistricts.

Economic Development Funding Programs

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Economic Base Sector Growth:• Advance San Diego's position as an

innovation hub and tourist destination.

• Launch, Expand, Retain or Attract businesses in the City’s four economic based sectors (industry):

o Manufacturing & Innovationo International Trade & Logisticso Tourismo Defense

Neighborhood Businesses:• Increase neighborhood-based business

activity, with a focus on underserved neighborhoods.

Economic Development Strategy

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Goal A: Creates, retains and/or expands small businesses with a neighborhood-based focus, excluding Business Improvement Districts.

Goal B: Creates, retains and/or expands non-base-sector small businesses by offering a program to small businesses Citywide, not focusing on specific commercial neighborhoods.

Goal C: Promotes the City of San Diego as a visitor destination, enhancing the Tourism base sector.

Goal D: Enhances San Diego's economic standing and reputation as a Smart City and a center for innovation, entrepreneurship and technology development for base-sector businesses (Manufacturing & Innovation, International Trade/Logistics, or Defense).

Nonprofit Mission and Funding Goals Alignment

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Goal A:• Increase the number of neighborhood‐based businesses OR• Increase the volume or value of goods and/or services sold by neighborhood‐based businesses

Goal B:• Increase the number of non‐base sector small businesses OR• Increase the volume or value of goods and/or services sold by non‐base sector small businesses

Goal C:• Increase the number of City of San Diego hotel room night stays OR• Increase the sales tax value of goods sold by tourism‐related businesses

Goal D:• Increase the number of base‐sector businesses OR• Increase the volume or value of goods and/or services sold by base‐sector businesses OR• Increase the number of patents held by local businesses OR• Increase the volume or value of goods and/or services exported by businesses OR• Increase the number of exporting (overseas or external to San Diego) businesses OR• Increase the value of Foreign Direct Investment (FDI ) in San Diego

Funding Goals and Outcomes

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Request for Qualifications (RFQ) - Organization verification process

• Eligibility – incl. nonprofit status and operating history

• Organization mission and Funding Goal alignment

• Governance - transparency and accountability

• Administrative capacity

• Financial management

• Past Performance on City Agreements


New RFQ and RFP Process (1 of 2)

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Organizations deemed “Qualified” through the RFQ process will be invited to submit a proposal in the RFP phase.

Request for Proposals (RFP) – Program/Project Review• Organization mission & Funding Goal & Outcome alignment• Targeted and benefitting businesses• Feasible and measurable results• Collaboration, community support and inclusion• Budget/Spending Plan• Past Performance

New RFQ and RFP Process (2 of 2)

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RFQ Application Period - Nov. 19, 2018 to Dec. 17, 2018

Step 1: Carefully read the Economic Development Funding FY2020 Guidelines (PDF posted Nov. 19, 2018)

Step 2: If you have questions, contact the Economic Development Department by emailing us at [email protected] or calling (619) 236-6700.

Step 3: Prepare your Sample RFQ Application in a format that you can use to cut and paste responses in the online RFQ Application. Download Economic Development Funding Fiscal Year 2020 Sample RFQ (Microsoft Word or PDF - Posted Nov. 19, 2018)

RFQ Process in 5 Steps (1 of 3)

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Step 4: Prepare your Financial Statements Templates

Download Financial Statements Templates (Microsoft Excel -Posted Nov. 19, 2018) and save to your own computer.

Open the Excel file; enter your Organization name, dates and financial information in the highlighted cells.• Statement of Activities – Current Fiscal Year• Statement of Activities – Prior Fiscal Year• Statement of Financial Position – Prior Fiscal year• Statement of Computed Liquid Unrestricted Net Assets (LUNA)

Save or print each of the four worksheets individually as a PDF.

Finally, attach each PDF in Section 7 of the electronic RFQ Application Form.


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Step 5: Submit your RFQ Application by 2 p.m. PT on Dec. 17, 2018.

Please note that the online RFQ Application (webform) must be completed entirely in one session.

Access the RFQ Application by clicking this button on the webpage:


IMPORTANT: The RFQ Application webform is optimized in Mozilla Firefox, Google Chrome and Safari browsers. (Use of Internet Explorer is possible but not recommended.)

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1. Organization Profile: 11 Questions

2. Eligibility Survey: 12 Questions

3. Governance Practices: 11 Questions

4. Administrative Capacity: 3 Questions

5. Financial Management: 10 Questions

6. Past Performance on City Agreements: 2 Questions*

7. Attachments - Upload 9 Attachments (max)

8. Conditions for Submission and Verification 1 Question

Then Sign and Submit as complete - receive email verification

* Completed by City Staff NOT by Organization

Completing the RFQ Application Online: Sections

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Completing the RFQ Application Online: One Session

WARNING: The application does NOT allow you to save and continue. It must be completed in one session.

TIP: Download the Sample Application. Prepare your responses and copy-and-paste responses into RFQ Application webform for submittal.

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• Most questions are yes/no or multiple-choice.

• Some questions have multiple parts.

• Narrative questions are specific/detailed, similar to last year.

• Provide succinct responses.

• Don’t repeat information to be included under a different question.

• Be sure to respond to every question. Generally, “N/A” is provided as an option to respond. Otherwise, enter “0” or “N/A” if the question is not applicable to your RFQ Application or Organization.

Completing the RFQ Application Online: Questions

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MD2SM1SM2

MD2 is this still applicable to the webform?Meredith Dibden-Brown, 11/30/2018

SM1 no... it will just look oddSmith, Marcia, 12/3/2018

SM2 in the excel downloadSmith, Marcia, 12/3/2018


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Completing the RFQ Application Online: Navigation

Once all questions in a section have been answered, Click on “Next Section” to move on.Please note if the section is incomplete, the missing response will be red.

If you wish to revisit an earlier question or section, Click on “Previous Section” to go back.

You will see your progress in completing the RFQ Applications sections here.

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Completing the RFQ Application Online: Narratives

Narrative response boxes allow scrolling to enter the maximum characters permitted

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To download, click on Financial Statements Templates, save to your own computer and open.


Completing the RFQ Application Online: Financials

Enter your Organization name, Year Ending date and financial information in the highlighted cells for each worksheet. Save each worksheet as an individual PDF.

* Please note that the LUNA amount will self-calculate but should be verified.

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To upload attachments, click on Browse, locate the file and select. If you make a mistake, click on Browse again, locate the correct file and select.


Completing the RFQ Application Online: Attachments

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1. Complete the Electronic Signature information


Completing the RFQ Application Online: Submit

A confirmation email will be sent to the email address provided with the Electronic Signature.

2. Click on Agreement button 3. Click on

Submit.

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All responses will be evaluated by City Staff based on the scoring sheet shown in Appendix 3.

RFQ Evaluation

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• RFQ Application Deadline:Monday, Dec. 17, 2018 at 2 p.m. PT

• RFQ Preliminary Evaluation Results:Thursday, Jan. 3, 2019

• RFQ Final Evaluation Results: Thursday, Jan. 18, 2019

• RFP Published (for Qualified Organizations):Thursday, Jan. 18, 2019

Application Schedule

IMPORTANT: Review Appendix 7 of Guidelines for additional datesFor updates, visit www.sandiego.gov/economic-development-funding

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Questions

Phone: 619-236-6700Email: [email protected]

Website: www.sandiego.gov/economic-development-funding

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ADDENDUMCompleting the RFQ Application Online: Attachments

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If this search does not return any records for your organization, then instead, please submit the first page of your most recent tax return to the IRS.

Copies of Returns (available for viewing) from IRS Tax Exempt Organization Search website https://apps.irs.gov/app/eos/

Similarly, if other web search engines are not functioning at the time of submission, then instead, please submit the most recent document copy that you have or an alternate document with the same information.

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