Tools for completing nonprofit monitoring

Documents and forms to help nonprofits and City departments complete fiscal and compliance monitoring requirements.


Completing monitoring requirements

Formerly called the site visit monitoring form. Includes more standards to ascertain additional aspects of financial health and overall governance. 

Formerly called the self assessment monitoring form. Focuses on standards that are essential to determine financial health for a nonprofit agency. 

This policy helps to identify, prioritize, and support nonprofit contractors who do not meet the City's fiscal and compliance standards.

Training for City monitors

Learn what to look for when you're determining if an organization is financially healthy.

Find tools and tricks for helping nonprofits understand budgeting and financial planning.