FY18 EDD-BEAR Funding Application Overview Workshop March … · 2017-03-03 · Workshop March 1, 2017. Economic Development Department . Economic Development Department. Welcome

FY18 EDD-BEAR Funding Application Overview Workshop

March 1, 2017

Economic Development Department


Welcome

Combined Application Format

Updated Questions and Budget Pages

Review Criteria

Seamless Docs – Electronic Submission

Key Steps & Important Reminders

Q & A

Application Workshop

2

Agenda


For FY2018 - one Application to request funding from these programs:

• TOT- Economic Development and Tourism Support (EDTS)

• TOT – Citywide

• Small Business Enhancement Program (SBEP) – Citywide

• Small Business Enhancement Program (SBEP) –Microdistricts

Combined Application FormatFunding Programs

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Combined Application FormatFunding Program Guidelines

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Funding Program Name & Eligibility for Nonprofit Organizations The majority of Applicant Organization’s activities must occur within the City of San Diego.

Intended Purpose of the Funding

To benefit businesses/residents within the City of San Diego

Funding Request Ranges

TOT – EDTS • Private nonprofits - 501(c)3, 501(c)4 or 501(c)6• The majority of Applicant Organization’s activities must occur

within City of San Diego.• Should have 3 year history of continuous engagement in eligible

development programming (economic, employment or tourism)

Significant programs, services or events that:• Promote tourism (from outside San Diego for visits &

overnight stays in the City that increase TOT and/or sales tax to the City)

• Attract/enhance business on a broad scale in the city • Create employment on a broad scale within the city

$15,000to

$50,000

TOT – Citywide• Private nonprofits - 501(c)3, 501(c)4 or 501(c)6• The majority of Applicant Organization’s activities must occur

within City of San Diego.• Should have 3 year history of continuous engagement in eligible

development programming (economic, employment or tourism)

Significant Programs that:• Promote the City as a visitor destination and advance

the City’s economy by increasing tourism on a citywide basis

• Attract/enhance an industry on a citywide basis

$15,000to

$50,000

SBEP – Citywide • Private nonprofits - 501(c)3, 501(c)4 or 501(c)6 or nonprofit

Institution for Higher Education• Applicant Organization must be located within the County but

only City of San Diego businesses or residents can receive services with this funding

• Create, retain and/or expand small businesses (not neighborhood-based focus)

$5,000To

$25,000

SBEP – Microdistricts• Private nonprofits - 501(c)3, 501(c)4 or 501(c)6

• Create, retain and/or expand small businesses (neighborhood-based focus)

$3.000To

$10,000


Updated Questions and Budget Pages

Cover Page

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Economic Development Strategy - Goalso Economic Base Growth: Expansion or Retention of

businesses within, or Attraction of businesses to, the City of San Diego in the City’s four economic based sectors (industry) of

• Manufacturing & Innovation• International Trade & Logistics• Tourism• Military

o Middle-Income Jobs: Increase the number of middle-income jobs in the City of San Diego, with a focus on four economic base sectors.

o Neighborhood Businesses: Increase the amount of neighborhood-based business activity, with a focus on underserved neighborhoods, in the City of San Diego.

Updated Questions and Budget PagesMission Statement and Goals & Objective(s)

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Updated Questions and Budget Pages cont.

Mission Statements and Goals & Objectives / Metrics

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Updated Questions and Budget Pages cont.Sections and Questions

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1. Program/Project Overview Actions & Outcomes• Questions A. through O.

2. Applicant Qualifications• Questions A. through I.

Questions are more specific/detailed Provide succinct responses Don’t repeat information to be included under a

different question



Budget Summary Program / Project

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Organization Financials Summary

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Personnel Schedule

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• Program/Project Characteristics and Benefits (80 pts)o Mission vs. Goal & Objective/Metrico Significance of impacto Unique or Innovative

• Applicant Organization’s Qualifications (20 Points)o Sound fiscal and managerial practiceso Organizational commitment

• Compliance (Deductions of up to 20 points)o Performance and Fiscal Reporting

• Maximum Score 100 Points

Application Overview WorkshopReview Criteria

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o Leveraging of Funds and Partneringo Targets and Outreacho Effective, Achievable and Measurable

o Organization Developmento Community Engagement and Diversity

o Completed Application and Attachments


At https://www.sandiego.gov/economic-development/about/tourism Click on the application link.

Application Overview WorkshopSeamlessDocs Electronic Submission

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https://www.sandiego.gov/economic-development/about/tourism


Complete all required fields:

o Fill-ino Date Selectoro Numerical Fieldso Check Box/Choose Oneo Electronic Signature

Important Tool Icons:o Download Original –

allows you to save a PDF copy to your computer

o Attach file(s) to doco Print without submittingo Save and Continue Latero Submit and Sign

Application Overview WorkshopSeamlessDocs Electronic Submission (cont.)

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VERY IMPORTANT –o DO NOT CLICK SUBMIT

AND SIGN UNTIL YOU ARE READY TO SUBMIT THE APPLICATION!

o YOUR APPLICATION CANNOT BE REOPENED ONCE ITS BEEN SUBMITTED.


Register to Save and Continue Later:


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Receive Confirmation:



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Attach Documents:o Click on Attach file icon

o Upload Attachment(s) box opens

Attachments list is on final page of application:

Submission Confirmation:

o Upload Complete box -

o Icon Submission -


Create Electronic Signature and Submit:

o Click on Your Name Here


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o Create Your Signature box opens. Complete fields, then click Apply Signature.



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Create Electronic Signature and Submit (cont.):

o Enter Title. Click Signature Here, then Click Apply Signature again.

o Click Finalize & Submit.


• Read the application and guidelines entirely and follow instructions.

• Align proposal with Funding Eligibility and Intended Purpose

• Answer the questions clearly and succinctly.

• Look for ways to accurately convey your organization's unique abilities and qualities.

• It is essential to propose quantified verifiable results.

• Make sure to provide detailed budget information and notes.

• Applications due in by Noon on Wednesday, March 29.

Key Steps & Important Reminders

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Application Overview Workshop

Questions

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