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 Nonprofits

While nonprofit organizations cannot predict the future, they can begin to anticipate how they would adjust to a variety of major and minor shifts in their original strategic plans and budgets so that they are equipped to make difficult, complex decisions as financial or human capital crises arise in the months ahead. Building potential scenarios and backup plans can give leaders, their staff, boards, and funders the confidence they need to press on and continue to deliver on programs.

This workshop focuses on the foundational components of operational excellence—effective teams, integrated technology systems, and efficient workflow—providing participants with a renewed vision of what it means to operate at the highest levels to achieve program outcomes.

Key concepts include:

  • Developing teams to create a collaborative and accountable environment
  • Maximizing technology as an organizational-wide strategy
  • Creating lean processes to maximize resources
  • Ensuring proper controls are in place in financial processes

Financial management involves the allocation of resources, a process often influenced by power and privilege, and one where choices can reinforce structural inequities. This workshop focuses on choice-points for applying more equitable financial management practices, including:

  • Inclusive, team-based budgeting and monitoring practices
  • Planning practices for more equitable compensation strategies
  • Equitable financial management operations and infrastructure

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.