Proposal_Checklist.pdf

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Attached to
2027-31 Human Services Grants Program
Solicitation number
489
Issued by
Los Angeles County, San Francisco City, California

About this file

This is a proposal checklist for the City of Santa Monica's FY2027-31 Human Services Grants Program (HSGP), which invites competitive proposals from eligible nonprofit organizations to implement programs addressing identified community needs in Santa Monica, California. The program will execute four-year grant agreements with annual funding contingent upon available funds, satisfactory outcomes, effective program performance, and City Council approval. The Funding Guidelines were approved by City Council on August 11, 2026. Applicants must submit separate proposals for each program if requesting funding for multiple initiatives. The HSGP is open to all qualifying agencies with human services administration experience, including those without previous HSGP applications or historical Santa Monica operations, provided they demonstrate a robust plan for local service delivery.

Eligible applicants must submit comprehensive eligibility documentation including a proposal cover page, IRS 501(c)(3) determination letter (unless a hospital, health care institution, or educational institution with a governing board), proof of good standing with the California Secretary of State, and board rosters including client advisory boards. Scoring documents must include a program plan, program budget and demographics workbook, federally approved indirect cost rate documentation if indirect costs exceed 15 percent of the grant request, organizational chart, job descriptions for all city-funded staff, equity policies and procedures, program monitoring reports from the agency's largest funder for the preceding two fiscal years, audited financial statements for the three most recent fiscal years, and up to three letters of support from program participants. Prior to executing a grant agreement, awarded agencies must demonstrate appropriate insurance coverage, a current Santa Monica business license, compliance with Child Abuse Prevention Standards (if applicable), a GAAP-compliant accounting system, a grievance procedure for participants, and completion of a Good Neighbor Agreement when applicable.

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FY2027-31 Human Services Grants Program Proposal Checklist

This checklist is a tool to help ensure a complete proposal. Please attach all applicable items to your proposal. If funding is being requested for more than one program, a separate proposal must be completed for each program.

Eligibility Documents

Proposals must include the following documents, unless otherwise noted, to demonstrate eligibility:

☐ Proposal Cover Page ☐ IRS determination letter of 501(c)3 status (not applicable to hospitals or health care or educational institutions with a governing board) ☐ Proof of Good Standing with the State of California Office of the Secretary of State (https://www.sos.ca.gov/business-programs/bizfile/order-online) ☐ Board roster(s), including client advisory boards

Proposal Scoring Documents

Proposals must include the following documents, unless otherwise noted, which will be assessed to determine the overall score:

☐ Program Plan ☐ Program Budget, Demographics, and Performance Workbook

☐ Documentation of federally approved indirect cost rate, if indirect administrative expenses on the Program Budget exceed 15% of grant request ☐ Agency Organizational Chart ☐ Job descriptions for all City-funded program staff listed in Program Budget ☐ Equity policies and procedures that demonstrate how the agency puts equity into practice ☐ Program monitoring reports from agency’s largest funder for last two (2) fiscal years ☐ Audited financial statements, including the auditor’s management letter, for the three (3) most recent fiscal years ☐ Up to three (3) testimonials or letters of support from program participants.

https://www.sos.ca.gov/business-programs/bizfile/order-online

Agencies awarded HSGP funding will be required to demonstrate the following prior to entering into a grant agreement with the City:

• Possess appropriate insurance.

• Possess a current and valid Santa Monica business license.

• Be in compliance with City’s Child Abuse Prevention Standards (applicable to programs that serve minors under the age of 18 and/or individuals age 18-24 whom the program treats as youth).

• Maintain an accounting system that is in accordance with Generally Accepted Accounting Principles and Standards (GAAP).

• Provide a Grievance Procedure/Policy for program participants

• Enter into a Good Neighbor Agreement (if applicable).

Eligibility Documents
Proposals must include the following documents, unless otherwise noted, to demonstrate eligibility:
Proposal Scoring Documents
Proposals must include the following documents, unless otherwise noted, which will be assessed to determine the overall score:

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