FY2019 Economic Development Funding Technical ......2018/01/11 · Economic Development Department For FY2019, an online SeamlessDocs Application is used to request funding from these

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 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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An eligible nonprofit has a mission or project that closely aligns with one of the following:• Goal A: Creates, retains and/or expands small businesses with a

neighborhood-based focus, excluding Business Improvement Districts.• Goal B: Creates, retains and/or expands non-base sector small

businesses by offering a program to small businesses Citywide, not focusing on specific commercial neighborhoods with BIDs or microdistricts.

• Goal C: Promotes the City of San Diego as a visitor destination, enhancing the Tourism base sector.

• Goal D: Enhances San Diego's economic standing and reputation as a Smart City and a center for innovation, entrepreneurship and technology development for base-sector businesses (Manufacturing & Innovation, International Trade/Logistics, or Defense).

Funding Purpose: Eligibility


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Goal A:• Increase the number of neighborhood-based businesses OR• Increase the volume or value of goods and/or services sold by neighborhood-based

businesses

Goal B:• Increase the number of non-base sector small businesses OR• Increase the volume or value of goods and/or services sold by non-base sector small

businesses

Goal C:• Increase the number of City of San Diego hotel room night stays OR• Increase the sales tax value of goods sold by tourism-related businesses

Goal D:• Increase the number of base-sector businesses OR• Increase the volume or value of goods and/or services sold by base-sector businesses OR• Increase the number of patents held by local businesses OR• Increase the volume or value of goods and/or services exported by businesses OR• Increase the number of exporting (overseas or external to San Diego) businesses OR• Increase the value of Foreign Direct Investment (FDI ) in San Diego

Funding Purpose: Outcomes


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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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Application Format: ONE SESSION

WARNING: The application does NOT allow you to save and continue. It must be completed in one session.

TIP: Download the Sample Application. Prepare your responses and copy-and-paste responses into SeamlessDocs for submittal.


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• Many questions are yes/no or 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: Navigating the Form

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


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Application Format: Conditional Questions

Pull-down menu options change depending on selected Goal.


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Application Format: Narratives and Responses

Narrative response boxes allow scrolling to enter the maximum characters permitted

Other questions allow selection of multiple responses


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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)


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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 Tips:• Attach file(s) to document• Submit• Download Original – Allows you to

save a PDF copy to your computer• Email Original – Allows you to

email a PDF copy to yourself


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

Using SeamlessDocs: Tips


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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 in the seventh section 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 or PDF.

• 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

Documents

FY2019 Economic Development Funding Technical ......2018/01/11 · Economic Development Department For FY2019, an online SeamlessDocs Application is used to request funding from these