fy2019 economic development funding technical assistance ... · 1/11/2018 · fy2019 economic...

FY2019 Economic Development Funding Technical Assistance Workshop

Jan. 11, 2018Mission Valley Library

Economic Development Department


• Welcome

• Combined Application

• Funding Purpose

• Application Format

• Review Criteria

• Using SeamlessDocs

• Key Steps and Important Reminders

• Q&A

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Technical Assistance Workshop Agenda


For FY2019, an online SeamlessDocs Application is used to request funding from these Economic Development programs:

• Small Business Enhancement Program (SBEP) Microdistricts

• Small Business Enhancement Program (SBEP) Citywide

• Economic Development and Tourism Support (EDTS) and Citywide Economic Development Support (CEDS), which allocate Transient Occupancy Tax (TOT) funds

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IMPORTANT: The SeamlessDocs portal is optimized in Mozilla Firefox, Google Chrome and Safari browsers. (Do not use Internet Explorer.)

Combined Application: ED Funding Programs


Funding Purpose: Guidelines

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Funding Program Name & Eligibility for Nonprofit Organizations

Intended Purpose of the Funding

To benefit businesses within the City of San Diego

Funding Request Ranges

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

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

eligible economic development programming• Only City of San Diego businesses or residents can receive

services with this funding

ECONOMIC DEVELOPMENT - To promote the City as a visitor destination and advance the City’s economy by increasing tourism and attracting industry.Significant programs, services or events that:• Promote the City of San Diego as visitor destination

to enhance the Tourism base sector.• Enhance San Diego’s economic health and position

as a Smart City and a center for innovation, entrepreneurship, and technology development for base-sector businesses (Manufacturing & Innovation, International Trade/Logistics, or Defense).

$10,000to

$35,000

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

California (San Diego) Institutions 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 non-base sector small businesses (not neighborhood-based focus)

$5,000To

$20,000

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


Economic Development Strategy (EDS)

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):

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

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

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Funding Purpose: EDS Goals


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Navigating Through the Application

Ultimately, every question must be answered: Enter “0” or “N/A” as needed, prior to clicking on the “Submit” button.

To see more of the application at one time, select “Yes” when you see this question.


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Funding Purpose: Mission and Outcome

Pull-down menu options change depending on selected Goal.


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• Organization/Applicant Contact Information: Questions 1–12• Mission – Goal – Outcome – Funding: Questions 13–39• Program / Project Details: Questions 40–53• Organization Information: Questions 54–66• Organization Capacity and Background: Questions 67–86• Organization Governance Practices: Questions 87–96• Required Attachments• Application Submission and Verification• Organization Compliance with Prior Agreement and

Application Requirements (not visible - completed by City Staff)

Application Format: Sections


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• Most questions are multiple-choice• 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 – enter “0” or “N/A” if

the question is not applicable to your Application or Organization.

• Minimize space between narrative bullet points to ensure that information is visible.

Application Format: Questions


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Application Format: Budget Summary (1 of 2)


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Application Format: Budget Summary (2 of 2)


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Application Format: Budget Justification (1 of 2)


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Application Format: Budget Justification (2 of 2)

Presenter

Presentation Notes

If using the spreadsheet, then the additional detail as to the type of expense will be carried over from the Program/Project detail to the Budget Justification tab. Otherwise the PDF has an extra column to enter the budget detail for each expense.


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Application Format: Organization Financials (1 of 2)


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Application Format: Organization Financials (1 of 2)


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Application Format: Personnel Schedule (1 of 2)


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Application Format: Personnel Schedule (2 of 2)


Advisory Panels composed of business, tourism, economic development, and/or other professionals will score applications within each Funding Program and the Panelist scores will be averaged resulting in an overall score for each application.

Applications will be scored according to the following: • Mission, Goal, Outcome, Funding, Program/Project

Characteristics and Benefits (50 pts)• Compliance (Deductions of up to 10 points)

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Review Criteria: Advisory Panel


Organizations will be evaluated and rated for eligibility: • Highly Qualified• Qualified• Not Qualified

Only Highly Qualified or Qualified are eligible for funding. Scores are not assigned on a curve but reflect the quality of the application.

• 43-50 points Highest priority

• 35-42.99 points Second priority, if funding is available

• 27-34.99 points Third priority, if funding is available

• A score below 27 Applications are not fundable

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Review Criteria: Rating and Scoring


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IMPORTANT: SeamlessDocs portal is optimized in Mozilla Firefox, Google Chrome and Safari browsers. (Do not use Internet Explorer.)

Using SeamlessDocs: Portal

Access SeamlessDocs portal at Economic Development websitehttps://www.sandiego.gov/economic-development-funding

Click Links

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


Complete all required fields:• Fill-in• Date Selector• Numerical Fields• Check Box/Choose One• Electronic Signature

Important Tool Icons:• Download Original – Allows you to save a PDF

copy to your computer• Attach file(s) to document• Print without submitting• Save and Continue Later (not presently enabled)• Submit

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IMPORTANT: Do NOT click SUBMIT before you’ve completed the Application. It cannot be reopened after submittal.

Using SeamlessDocs: Tips


Register Save and Continue later

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Registration Confirmation

Using SeamlessDocs: Registration (not presently enabled)


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Upload File(s) at bottom of page• Drag files to box; OR• Click on “click here” to choose files

A list of Attachments is on Page 9 of Application

Using SeamlessDocs: Uploading Attachments


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click here takes you to a new page

Using SeamlessDocs: Uploading Attachments

Select “Choose files” Locate files and click

See highlighted filesClick “Upload”

You’re done!


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See the file(s) in the box

Using SeamlessDocs: Upload Complete

NOTE: To make changes to Attachments, click in the box and start over


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Using SeamlessDocs: Electronic Signature

Complete fields

Select “Draw” or “Type”• Use mouse to Draw• Use keyboard to Type

Click “Submit”


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Using SeamlessDocs: Submitting the ApplicationAfter you sign and click “Submit,” you’ll see …

Then you’ll see …

Download a copy of your Application Email a copy of your Application


• Read the Application and guidelines entirely. Follow the instructions, including those on uploading attachments.

• Align proposal with Goal and Proposed Outcomes.

• A quantified Outcome (number, value or volume) is required.

• Answer the questions clearly and succinctly.

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

• Make sure to attach detailed budget information and justification notes using the provided Excel Workbook.

• APPLICATION DEADLINE: Monday, February 5, at 5 p.m. PT

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Key Steps and Important Reminders


Questions

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

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

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Q&A

mailto:[email protected]

http://www.sandiego.gov/economic-development

fy2019 economic development funding technical assistance ... · 1/11/2018 · fy2019 economic...

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