RESOURCE COLLECTION
Fiscal Monitoring Resources for City Departments
Tools and training to help City departments complete fiscal and contract compliance monitoring requirements.
About
The Citywide Nonprofit Monitoring and Capacity Building Program includes a Fiscal Monitoring Program to coordinate departments and promote consistent monitoring of nonprofit financial management practices and compliance with City policy. This page provides tools to help City staff perform fiscal monitoring activities, as well as training on the monitoring process and nonprofit financial management, including finance, operations, risk analysis and leadership development.
Documents
Tools for completing fiscal monitoring
Core Standard Monitoring Form
Focuses on standards that are essential to determine financial health for a nonprofit agency.
Expanded Standard Monitoring Form
Includes more standards to ascertain additional aspects of financial health and overall governance.
Corrective Action Policy
This policy helps to identify, prioritize, and support nonprofit contractors who do not meet the City's fiscal and contract performance compliance standards. Updated December 9, 2024.
The Controller’s Office Accounting Policies & Procedures
General guidelines to City departments on how to properly process accounting transactions.
Expanded Monitoring Checklist
A reference guide and checklist to help nonprofits compile and organize the required expanded fiscal monitoring documents.
Core Monitoring Checklist
A reference guide and checklist to help nonprofits compile and organize the required core standard monitoring documents.
Resources
Training for City departments
More Information
- View the Controller's Office Programs, Policies, and Information on Nonprofit Contracting page to learn more about the Controller’s Office’s work on nonprofit policy and oversight.
- Visit the Citywide Nonprofit Monitoring and Capacity Building Program to get more information about the Controller's Office's program coordinating nonprofit and contract monitoring and capacity building.
- View the San Francisco Nonprofit Spending and Contracts dashboards for summary data on Citywide spending on nonprofit contractors.
- View an interactive directory of accounting firms interested in conducting nonprofit financial audits. Nonprofit organizations can use this to connect with auditors that meet their needs.
- Explore the Public Information about City Contracts with Nonprofits page for an overview of how to find more information about nonprofit spending, performance, and services.
- Learn more about City policies and legislation related to contracting with nonprofits.