Community Wealth Building RFP

Overview

Community Wealth Building RFP

In partnership with the San Joaquin Community Foundation, Edge Collaborative is proud to invite proposals for projects that lead to real estate acquisition or advance a community ownership entity. We are prioritizing applicants in the early to late stages of economic planning for real estate acquisition or the development of a community ownership entity. Additionally, we will also review applications to support later-stage projects that are in pre-development.

This funding opportunity is designed to help advance community wealth-building efforts in Stockton and San Joaquin County by:

* Track #1 - Land & Real Estate Acquisition: Supporting community-based organizations that have begun the process of land or real estate acquisition for community benefit, OR;
* Track #2 - Community Ownership Entity: Supporting community-based organizations or cross-sector coalitions that have begun developing a community ownership entity, such as a community development corporation (CDC), community land trust (CLT), a worker cooperative, or a structure/entity with similar intent.

Successful applications should be able to demonstrate that they are either:

* Track #1 - Land & Real Estate Acquisition: Within 36 months (roughly no more than three years) of acquiring land or real estate for their community-based organization or coalition
* Track #2 - Community Ownership Entity: Launching or have begun the necessary planning activities to create a community ownership entity

Funding

Approximately $300,000 is available for this funding round. Applicants may apply for up to $100,000. Please note that partial awards may be granted, and funding is not guaranteed.

Eligibility

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Application Details

Application San Joaquin Community Foundation
Community Wealth Building - Request for
Proposals
San Joaquin Community Foundation
Program Overview and Information
BACKGROUND
Stockton and San Joaquin County’s history has been shaped by a series of structural challenges
reflecting broader racial and economic exclusion patterns across the United States (1). Policies
such as redlining and racially restrictive housing covenants (RRHCs), which emerged in the
1930s, designated neighborhoods with significant populations of Black, Asian American, and
immigrant residents as “hazardous” for investment (2). These federal practices systematically
excluded many communities from accessing credit, homeownership, and opportunities for
economic growth, creating disparities that remain evident today. In Stockton, these policies
disproportionately impacted areas now characterized by disinvestment, reduced property
values, and limited resource access.
In addition to redlining, urban renewal projects in Stockton, such as the Crosstown Freeway,
contributed to the displacement of long-established communities – comprised mainly of people
of color. While these projects sought to address infrastructure and development needs, they
often came at the expense of neighborhoods that lacked political or economic power. The
displacement and fragmentation disrupted local economies and community networks, leaving
long-lasting impacts on Stockton’s social and economic fabric. Recognizing these historical
challenges provides an opportunity to understand better the current barriers many
communities face and work collaboratively toward solutions that support equitable
development.
Despite these challenges, local organizations across San Joaquin County have worked tirelessly
to build self-reliance and economic power. Emerging and long-standing organizations are
exploring opportunities to own and operate assets, such as business ventures, real estate, and
land. These efforts reflect a growing momentum to address the enduring effects of structural
racism and disinvestment (3). By leveraging community-driven initiatives, such as collective
ownership models and strategic reinvestment, there is an opportunity to transform areas
historically marked by exclusion into thriving, resilient neighborhoods. San Joaquin County is a
region full of promise, where its communities' resilience and aspirations for equity can drive
meaningful change.
ABOUT EDGE COLLABORATIVE
Founded in 2021, Edge Collaborative (“Edge”) is a civic incubator that partners with public,
private, and nonprofit organizations to tackle systemic economic challenges in Stockton. With a
focus on three key areas – jobs and workforce, climate, and community wealth – Edge seeds
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Application San Joaquin Community Foundation
and supports partner-led initiatives with a range of tools. These tools include access to capital,
talent, policy support, and coalition-building.
Our team has understood community wealth building as an economic development approach
focused on building and maintaining wealth within communities by emphasizing local asset
ownership and local control. Across San Joaquin County, there is an opportunity to build local
wealth – by developing community ownership entities (e.g., community development
corporations, community land trusts, cooperatives, etc.) and community ownership projects
(e.g., helping nonprofit organizations own and operate property for community benefit).
Community wealth building is an inclusive and expansive approach to economic development –
focused on investing in and amplifying the strengths of communities. It is an opportunity to
support historically disinvested communities, ensuring they are both a driver and beneficiary of
economic development activities.
REQUEST FOR PROPOSALS
In partnership with the San Joaquin Community Foundation, Edge Collaborative is proud to
invite proposals for projects that lead to real estate acquisition or advance a community
ownership entity. We are prioritizing applicants in the early to late stages of economic planning
for real estate acquisition or the development of a community ownership entity. Additionally,
we will also review applications to support later-stage projects that are in pre-development.
This RFP is influenced by four years of Edge’s community wealth-building work in Stockton (4).
Our team has been grounded in relevant frameworks from Bob Zdenek’s book, Navigating
Community Development, as well as examples and case studies of community ownership across
the U.S. We strongly encourage all applicants to review the following readings, as they will be
critical for developing a strong, informed proposal aligned with the goals of the RFP:
• Solidarity Rising in Massachusetts (2024): These project-based case studies highlight the
power of community-driven efforts to claim control over land / commercial property and
advance community-owned businesses and cooperatives that can demonstrate how
collective ownership models empower residents to build economic power. They also
showcase how grassroots organizations successfully identified community needs and
worked through adaptive challenges to overcome the barriers they faced (5).
• The Emerging Solidarity Economy: A Primer on Community Ownership of Real Estate
(2021): This brief defines key community ownership vehicles/models, explores their
history, highlights evidence of their benefits, and looks at the challenges preventing their
wider adoption. The reading concludes with actionable recommendations for local
leaders to support community ownership as a strategy to advance equitable
development (6).
This funding opportunity is designed to help advance community wealth-building efforts in
Stockton and San Joaquin County by:
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• TRACK #1 LAND & REAL ESTATE ACQUISITION: Supporting community-based
organizations that have begun the process of land or real estate acquisition for
community benefit, OR;
• TRACK #2 COMMUNITY OWNERSHIP ENTITY: Supporting community-based
organizations or cross-sector coalitions that have begun developing a community
ownership entity, such as a community development corporation (CDC), community
land trust (CLT), a worker cooperative, or a structure/entity with similar intent.
Successful applications should be able to demonstrate that they are either:
• TRACK #1 LAND & REAL ESTATE ACQUISITION: Within 36 months (roughly no more than
three years) of acquiring land or real estate for their community-based organization or
coalition
• TRACK #2 COMMUNITY OWNERSHIP ENTITY: Launching or have begun the necessary
planning activities to create a community ownership entity
1. Ong, Paul, et al. “Stockton’s Crosstown Freeway, Urban Renewal, and Asian
Americans: Systemic Causes and Impacts.” UCLA Institute of Transportation
Studies. October 2023, https://knowledge.luskin.ucla.edu/wp-
content/uploads/2023/11/Stocktons-Crosstown-Freeway-Urban-Renewal-and-
Asian-Americans.pdf.
2. Ibid.
3. Estien, Cesar, et al. “Historical Redlining is Associated with Disparities in
Environmental Quality across California.” Environmental Science and Technology
Letters. 19 Jan 2024,
https://pmc.ncbi.nlm.nih.gov/articles/PMC10867848/
4. “Community Development Feasibility Report.” Embers Project. 20, August 2021,
https://acrobat.adobe.com/link/track?uri=urn%3Aaaid%3Ascds%3AUS%3Ae6fbe
a48-4aaa-4bd1-a737-08743b36ebd8&viewer%21megaVerb=group-discover
5. “Solidarity Rising in Massachusetts.” Solidarity Economic Initiative. February
2017, https://econdemo.electricembers.net/wp-
content/uploads/2024/03/Solidarity-Rising-In-Massachusetts.pdf
6. Hadden Loh, Tracy, and Hannah Love. “The Emerging Solidarity Economy: A
Primer on Community Ownership on Real Estate.” Brookings. 19 July 2021,
https://www.brookings.edu/articles/the-emerging-solidarity-economy-a-primer-on-
community-ownership-of-real-estate/
Program Funding
Approximately $300,000 is available for this funding round. Applicants may apply for up to
$100,000. Please note that partial awards may be granted, and funding is not guaranteed.
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The application window opens on Wednesday, February 5, 2025, and closes on Wednesday,
April 23, 2025, at 5:00 PM (PST). The San Joaquin Community Foundation (SJCF) will administer
the application and funds.
Eligibility
The Community Wealth Building RFP is open and competitive. All nonprofit organizations
operating in and serving San Joaquin County are eligible to apply. If you are seeking potential
partners for a project idea or application, please consult this list of Community Economic
Mobilization Initiative (CEMI) survey respondents.
WHO MAY APPLY – ELIGIBLE ORGANIZATIONS
Applicants may apply as an individual/solo organization or in partnership with up to two
additional organizations. Individual and lead applicants (if applying as part of a partnership)
must meet one of the following criteria of an “eligible organization”:
A. Nonprofit organizations that are tax-exempt under Section 501(c)(3) of the Internal
Revenue Code classified as a public charity, not as a “private foundation” under section
509(a), and are designated a 509(a)(1) or 509(a)(2) organization.
B. Labor, Agricultural, or Horticultural organizations that are tax-exempt under Section
501(c)(5) of the Internal Revenue Code.
C. Chambers of Commerce and private business represented by Boards of Trade that are
tax-exempt under Section 501(c)(6) of the Internal Revenue Code.
D. An unincorporated organization fiscally sponsored by a nonprofit organization that is
tax-exempt under Section 501(c)(3) of the Internal Revenue Code, classified as a public
charity, not as a “private foundation” under Section 509(a), and is designated a
509(a)(1) or 509(a)(2) organization.
E. A private company or business proposing a project that will have tangible charitable
benefits for disadvantaged communities OR is a certified B-Corp.
In addition, the applicant must be headquartered and/or manage their primary operations in
San Joaquin County.
Please note: An individual organization can only be named in one application. For example, an
organization can only submit one application as a lead OR be named as a partner on one
application.
WHAT WE FUND – ELIGIBLE EXPENSES
Applicants must demonstrate how the funds they request will build community wealth through
one of the two tracks and their potential uses:
TRACK #1 LAND & REAL ESTATE ACQUISITION: Support planning toward real estate acquisition.
• Due diligence - some examples of due diligence include, but are not limited to:
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o Community engagement
o Strategic planning
o Inspection reports
o Financial modeling
o Property appraisal
o Mortgage approval process
o Architectural planning
o City planning approvals (e.g., zoning, permits, etc.)
o Legal and other professional services fees
• Support staffing (both temporary and permanent) toward real estate acquisition.
• Provide the match funding required to be eligible and/or competitive for public funding
from a local, state, or federal entity.
TRACK #2 COMMUNITY OWNERSHIP ENTITY: Building or sustaining a community ownership
entity. Some examples of eligible activities include, but are not limited to:
• Feasibility analysis
• Technical assistance, staffing, and planning processes to enable a shift into community
ownership - like a CDC, CLT, resident/worker cooperative, etc.
• Staff and consultants (both temporary or permanent) to support the creation of the
community ownership entity.
• Provide the match funding required to be eligible and/or competitive for public funding
from a local, state, or federal entity.
WHAT WE DON’T FUND – INELIGIBLE EXPENSES
Proposals that include the following restricted uses will not be considered:
• Expenditures that are not directly aligned with the objectives, terms, and conditions of
the RFP.
• Lobbying or political activities, Encouragement of violations of law or public policy,
improper insurement or improper private benefit, or any action inconsistent with Code
Section 501(c)(3).
• Support for any form of violent political activity, terrorists, or terrorist organizations.
• Reportable or disclosurable activities under the applicable state or local campaign
finance disclosure or election laws, such as ballot measure contributions.
• Influence of legislation within the meaning of Section 4945(e) of the Code.
• Retroactive reimbursement of expenses before the start of the grant period.
• Indirect costs for grant administration exceeding 10% of the grant amount.
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• Debt obligations.
• Construction expenses.
SELECTION CRITERIA
TRACK #1 LAND & REAL ESTATE ACQUISITION proposals will be evaluated based on five criteria
totaling 100 points:
1. Clarity of vision and proposed project plan (30 points)
o What are the applicant’s real estate acquisition goals and timeline for
completion
o Is the applicant feasible within 36 months of acquiring a property?
o Has the applicant selected a property and initiated due diligence processes?
2. Financial feasibility (20 points)
o Has the applicant begun assessing their financial readiness to acquire property?
(e.g., identified assets, reserves, fundraising capacity, debt capacity, etc.).
o What is the applicant’s proposed capital mix? (e.g., loans vs. cash, etc.) Is it
feasible and balanced?
o Has the applicant raised some or any of the necessary capital to complete the
transaction? If so, how much?
3. Racial equity and inclusion (25 points)
o How has the applicant explicitly served disadvantaged or historically
marginalized communities in San Joaquin County?
o What is the applicant’s history/track record of advancing racial equity in the
region and aligning with the principles and values of racial equity, equitable
access, and inclusion?
o How has the applicant led authentic community engagement and involvement
throughout their planning process?
4. Potential long-term impact (15 points)
o How will property ownership help the organization achieve its mission and
amplify its impact on the community?
o Does the organization plan to own and operate the property independently or as
a part of an existing or future community development entity?
5. Public investment potential (10 points)
o Does the organization have a history and/or potential to attract and leverage
public investment?
o Is the applicant applying for match capital to qualify for a public funding
RFA/RFP?
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TRACK #2 COMMUNITY OWNERSHIP ENTITY proposals will be evaluated based on four criteria
totaling 100 points:
1. Project vision (40 points)
o What type of entity does the applicant want to create or build, and what is the
appropriate legal structure based on the entity’s goals?
o How does the development of a community ownership entity address or
respond to urgent local needs?
2. Project planning (20 points)
o What is the applicant’s strategy and approach for achieving its goal of creating a
community ownership entity?
o How long does the applicant think it will take to develop their entity? Why?
o What technical assistance and support does the applicant require to achieve its
goal of creating a community ownership entity?
o What are the names of your proposed technical assistance providers and/or
staffing supports? (e.g., company websites, bios, CVs, etc.)
o What due diligence activities has the applicant completed to vet proposed TA
providers and staff supports?
3. Racial equity and inclusion (30 points)
o How has the applicant explicitly served disadvantaged or historically
marginalized communities in San Joaquin County?
o What is the applicant’s history/track record of advancing racial equity in the
region and aligning with the principles and values of racial equity, equitable
access, and inclusion?
o How has the applicant led authentic community engagement and involvement
throughout their planning process?
4. Public investment potential (10 points)
o Does the organization have a history and/or potential to attract and leverage
public investment?
o Is the applicant applying for match capital to qualify for a public funding
RFA/RFP?
PROPOSAL REVIEW TIMELINE AND NOTIFICATION OF AWARDS
Proposals will be accepted online through the San Joaquin Community Foundation’s Online
Grants Portal beginning Wednesday, February 5, 2025. The proposal submission deadline will
be Wednesday, April 23, 2025, at 5:00 PM (PST). Funding decisions are anticipated to be
announced by Monday, May 12, 2025. Signed grant agreements are due to the Foundation
by May 31, 2025, but may be extended on a case-by-case basis depending on the project's
complexity and request for funding. Additionally, drafting and negotiating an expenditure
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responsibility agreement might require additional time if a non-501(c)(3) project is awarded.
TIMEFRAME FOR GRANT FUNDING
The timeframe to expend grant funding is 12 months from the execution date of the grant
agreement, with the possibility of extending the term. The timeline for the disbursement of
funds to awardees is as follows:
• Funding decisions are announced, and draft grant agreements are provided to grantees
by Monday, May 12, 2025.
• Signed Grant Agreements are due to the Foundation by Friday, May 31, 2025.
• Grant funds are available to grantees via check or ACH within three weeks of submitting
the signed grant agreement to the Foundation.
REPORTING REQUIREMENTS
This is a one-year grant; awardees are expected to use funds within this time frame. A minimal
final report will be due 1 month after the end of the grant term listed in the signed grant
agreement, requesting a written response to the following questions:
TRACK #1 LAND & REAL ESTATE ACQUISITION:
• Describe how grant funding supported your organization’s real estate acquisition and
ownership. What have been the successes, milestones, or achievements?
• Did your organization acquire property? Why or why not? If you haven’t acquired a
property, what is your estimated timeline?
• What were the key challenges and lessons learned from the acquisition process?
• If the applicant applied for match funding: Did your organization win public funding
from the state RFA/RFP? Why or why not? Please describe the public funding
application process.
o If your organization did not win funding, how did you use Competitive D grant
funding?
• What were the key challenges and lessons learned from the public funding RFA/RFP
process?
TRACK #2 COMMUNITY OWNERSHIP ENTITY:
• Describe how grant funding supported your organization’s effort to build a community-
owned entity. What have been the successes, milestones, or achievements?
• What activities and technical assistance has your organization engaged or hired to
advance your effort toward building a shared ownership model?
• When do you think your organization will be ready to transition to a shared ownership
model? What is your estimated timeline?
• What are the key challenges and lessons learned from the planning process?
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• If the applicant applied for match funding: Did your organization win public funding
from the state RFA/RFP? Why or why not? Please describe the public funding
application process.
o If your organization did not win funding, how did you use Competitive D grant
funding?
• What were the key challenges and lessons learned from the public funding RFA/RFP
process?
Organizations may be invited to 1-2 meetings during the contract year to give feedback on
progress and share continuing needs around this work.
HOW TO SUBMIT A PROPOSAL
The application questions are printed on the next few pages of this RFP for review. Applications
will only be accepted through online application. Please follow the directions below to submit
your application.
1. Go to website: sanjoaquincf.org/grantsportal
2. Enter your Username (email address) and Password, or click on Create New Account if
you still need to set up an account in our system.
3. Click “Apply” at the top left of the screen next to the home icon.
4. This application will appear. Click on the blue “Apply” button to begin the application
process or to return to the draft application.
For questions about applying for this grant opportunity, please email Alfonso Villalobos, San
Joaquin Community Foundation Grants and Scholarships Associate, at
AVillalobos@sanjoaquincf.org.
Organizational Background
Applicant Organization(s)
Please state the name(s) and the classification(s) of the applicant organization(s) applying for
grant funding. Applicants may apply as an individual/solo organization or in partnership with up
to two additional organizations.
Eligible Organization Classifications:
A. Nonprofit organizations that are tax-exempt under Section 501(c)(3) of the Internal
Revenue Code classified as a public charity, not as a “private foundation” under section
509(a), and are designated a 509(a)(1) or 509(a)(2) organization.
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B. Labor, Agricultural, or Horticultural organizations that are tax-exempt under Section
501(c)(5) of the Internal Revenue Code.
C. Chambers of Commerce and private business represented by Boards of Trade that are
tax-exempt under Section 501(c)(6) of the Internal Revenue Code.
D. An unincorporated organization fiscally sponsored by a nonprofit organization that is
tax-exempt under Section 501(c)(3) of the Internal Revenue Code, classified as a public
charity, not as a “private foundation” under Section 509(a), and is designated a
509(a)(1) or 509(a)(2) organization.
E. A private company or business proposing a project that will have tangible charitable
benefits for disadvantaged communities OR is a certified B-Corp.
Organization Name(s) (List Lead Applicant Organization Organization
First) Classification
Lead Applicant Mission and Vision*
Please state the mission and vision of the applicant organization.
(Less than 1/4 page)
Character Limit: 500
Lead Applicant Geographic Area(s) Served*
Please mark all applicable areas that the applicant organization serves.
Choices
Stockton
Lodi
Escalon
Lathrop
Manteca
Ripon
Tracy
Unincorporated San Joaquin County
Lead Applicant Target Population Description*
Please identify any specific disadvantaged communities the applicant organization serves (e.g.,
specific demographic groups or geographic communities). Please state whether the applicant
organization serves a specific neighborhood(s) to address equity.
(Up to 1/4 page)
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Character Limit: 750
Lead Applicant Staffing
Please state the current number of employees of the applicant organization that are full-time
equivalent, part-time equivalent, and regular volunteers.
Full-Time Equivalent Staffing
Part-Time Equivalent Staffing
Regular Volunteers
Staffing Composition*
Do the majority (more than 50%) of the applicant organization’s employees identify as BIPOC?
Choices
Yes
No
Lead Applicant Operating Budget*
Please list the current fiscal year’s operating budget for the applicant organization. An
operating budget is your organization's annual projected revenue and expenses, including
staffing, overhead, and program costs.
Character Limit: 20
Project Track Selection*
Please select the track for which you are applying for funding.
• TRACK #1 LAND & REAL ESTATE ACQUISITION: Supporting community-based
organizations that have begun the process of land or real estate acquisition for
community benefit, OR;
• TRACK #2 COMMUNITY OWNERSHIP ENTITY: Supporting community-based
organizations or cross-sector coalitions that have begun developing a community
ownership entity, such as a community development corporation (CDC), community
land trust (CLT), a worker cooperative, or a structure/entity with similar intent.
Choices
Track #1
Track #2
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Project Name*
Character Limit: 100
Project Description - TRACK #1
Project Activities*
Which of the following project activities will this funding support? Check all that apply:
a. Due diligence - some examples of due diligence include, but are not limited to:
o Community engagement
o Strategic planning
o Inspection reports
o Financial modeling
o Property appraisal
o Mortgage approval process
o Architectural planning
o City planning approvals (e.g., zoning, permits, etc.)
o Legal and other professional services fees
b. Support staffing (both temporary and permanent) toward real estate acquisition.
c. Provide the match funding required to be eligible and/or competitive for public funding
from a local, state, or federal entity.
d. Other
Choices
a.
b.
c.
d.
Please briefly describe the activities checked above and attach relevant documentation (e.g.,
strategic plan or financial model completed already) under “Supporting Documents” later in the
application.
(Up to 1/2 page)*
Character Limit: 1500
If you selected "Other", please briefly describe the proposed project activities below.
(Less than 1/4 page)
Character Limit: 500
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Project Vision/ Goal*
Describe the specifics of your proposal, detailing: What is your project vision and/or goal to
acquire land or real estate in Stockton and San Joaquin County?
a. What does success look like for your project
b. Describe the approximate timeline for the acquisition process. Will you acquire a
property within 36 months? If so, how do you plan on achieving this milestone?
c. Have you selected a property? Please list the address/location and describe your work
thus far.
d. Have you initiated due diligence? If so, please explain in detail.
e. Do you have collaborators? If so, please describe them and their relevant roles.
(Up to 1 1/2 pages)
Character Limit: 5000
Project Challanges*
What challenges have you encountered, or do you anticipate throughout the acquisition
process? How do you plan on overcoming these challenges? Please share 2-3 learning goals and
1-2 future technical assistance needs.
(Up to 1 page)
Character Limit: 3500
Financial Preparation*
Please describe your organization’s financial preparation for acquiring property.
a. Have you begun thinking about your financial readiness to acquire property? Please
explain.
o Have you identified assets and potential reserves? If so, please explain.
o Have you assessed your fundraising capacity and debt capacity? If so, please
explain.
o What is your estimate for the cost of completing due diligence on the property
acquisition?
b. What is your estimate for the cost of completing due diligence on the property
acquisition?
c. How much will you ultimately need to purchase the property (estimated value/cost of
property)? How much of this have you already raised? Please describe your proposed
capital stack (e.g., loans vs. cash vs. match capital).
(Up to 1 1/2 page)
Character Limit: 5000
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Service and Engagement to Disadvantaged or Historically Marginalized
Communities*
Has your organization explicitly served and engaged disadvantaged or historically marginalized
communities in San Joaquin County? If so, how?
a. What is your organization’s history and track record of advancing racial equity in the
region and aligning with the principles and values of racial equity, equitable access, and
inclusion?
b. Please describe how your organization has engaged and involved the community
throughout your property acquisition planning process. If you haven’t started, how will
your organization engage the community in the future?
(Up to 1 page)
Character Limit: 3500
Proposed Project Impact*
How will property ownership help your organization achieve its mission and amplify its impact
on the community?
a. Does your organization plan on owning and operating the property independently or as
a part of an existing or future community development entity? Please describe your
rationale.
(Up to 1 page)
Character Limit: 3500
Public Investment History/ Potential*
Does your organization have a history and/or potential to attract and leverage public
investment?
a. Are you applying for match capital to qualify for a public funding RFA/RFP? If so, please
describe the relevant RFA/RFP and attach it to this application under “Supporting
Documents.”
(Up to 1 page)
Character Limit: 3500
Project Description - TRACK #2
Project Activities*
Which of the following project activities will this funding support? Check all that apply:
a. Feasibility analysis
b. Technical assistance, staffing, and planning processes to enable a shift into community
ownership like a CDC, CLT, or resident/worker cooperative.
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c. Staff and consultants (both temporary and permanent) to support the creation of the
community ownership entity.
d. Other
Choices
a.
b.
c.
d.
Please briefly describe community ownership activities and attach relevant documentation
(e.g., feasibility analysis or plans) under “Supporting Documents” later in the application.
(Up to 1/2 page)
*
Character Limit: 1500
If you selected "Other", please briefly describe the proposed project activities below.
(Less than 1/4 page)
Character Limit: 500
Entity/ Organization*
Please describe the type of entity your organization seeks to create or build (e.g., co-op,
community land trust, etc.).
a. What is your project's appropriate legal structure (e.g., CDC, CTL, co-op, etc.) based on
the entity’s goals?
b. How does the development of this community ownership entity address or respond to
urgent local needs?
(Up to 1 page)
Character Limit: 3500
Project Challanges*
What challenges have you encountered or do you anticipate throughout the community
ownership process? How will you plan accordingly to overcome these challenges? Please share
2-3 learning goals and 1-2 future technical assistance needs.
(Up to 1 page)
Character Limit: 3500
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Planning Activities*
Please describe your organization’s planning activities (if any) and your proposed plans to
create a community development entity.
a. What planning activities have you begun or completed thus far?
b. What is your strategy and approach for achieving your goal to create a community
ownership entity?
c. How long will it take to develop the entity? Please explain your rationale for this
timeline.
d. What technical assistance and support do you require to build the community
ownership entity?
e. What are the names of your proposed technical assistance providers and/or staffing
supports? (e.g., company websites, bios, CVs, etc.) Please attach relevant materials in
the “supporting documents” section of the application.
f. What due diligence activities have you completed to vet proposed TA providers and
staff supports?
(Up to 1 1/2 page)
Character Limit: 5000
Service and Engagement to Disadvantaged or Historically Marginalized
Communities*
Has your organization explicitly served and engaged disadvantaged or historically marginalized
communities in San Joaquin County? If so, how?
a. What is your organization’s history and track record of advancing racial equity in the
region and aligning with the principles and values of racial equity, equitable access, and
inclusion?
b. Has your organization led engagement and involvement throughout their planning
process? If so, how? If not, how will your organization engage the community in the
future?
(Up to 1 page)
Character Limit: 3500
Public Investment History/ Potential*
Does your organization have a history and/or potential to attract and leverage public
investment?
a. Are you applying for match capital to qualify for a public funding RFA/RFP? If so, please
describe the relevant RFA/RFP and attach it to this application under “Supporting
Documents.”
(Up to 1 page)
Community Wealth Building - Request
Printed On: 4 February 2025 for Proposals 16

Application San Joaquin Community Foundation
Character Limit: 3500
Proposal Budget Background
Amount of Grant Funding Requested*
Please state the amount of grant funding being requested. (Amount should not exceed
$100,000).
Character Limit: 20
Project Budget
Please enter the broad dollar amount you estimate spending in each expense type category in
the following fields. Please only include estimations above $1,000. Enter "$0" for expense types
that do not apply to your planned activities.
Budget
Budget Category
Estimate
Staff and/or consultants for project planning and management
Professional services and consultants to support due diligence and
technical assistance
Match capital as required by public funding
Professional development
Community organizing (community meetings, advocacy, etc.)
Equipment and office supplies (printer ink, paper, etc.)
Time/stipends for volunteers
Community Wealth Building - Request
Printed On: 4 February 2025 for Proposals 17

Application San Joaquin Community Foundation
Travel and transportation for the project
Software and tools to support collaboration (e.g., Slack, Zoom, etc.)
Indirect costs/overhead (up to 10% of total budget)
Other (please describe what the other expenses are in the next
question)
Total Project Budget
If you listed expenses in the "other" expense type, please describe them here.
(Up to 1/2 page)
Character Limit: 1500
Project Budget Narrative*
If awarded, please describe how funds will be used according to the line-item budget specified
in the previous question.
(Up to 1 1/2 page)
Character Limit: 5000
Partnership Budget Allocation
List how the budget will be allocated amongst your collaborators by percentage and include a
short description of how the lead applicant and each partner will use their allocation of funds.
Please enter only the whole number percentage, without decimals, partial percentages, or the
% sign. (If no partners are identified, please list a 0% allocation of funds in the budget allocation
boxes).
Organization Name % Budget Allocation
Lead Applicant Organization
Community Wealth Building - Request
Printed On: 4 February 2025 for Proposals 18

Application San Joaquin Community Foundation
Partner Organization #1
Partner Organization #2
Lead Applicant Organization Budget Allocation Description*
Briefly describe how the lead applicant organization will use its allocation of funds.
(Less than 1/4 page)
Character Limit: 500
Partner Organization #1 Budget Allocation Description
If a partner organization is listed, briefly describe how the lead applicant organization will use
its allocation of funds.
(Less than 1/4 page)
Character Limit: 500
Partner Organization #2 Budget Allocation Description
If a second partner organization is listed, briefly describe how the lead applicant organization
will use its allocation of funds.
(Less than 1/4 page)
Character Limit: 500
Supporting Documents
Most Recent Audited Financial Statement*
Please submit the most recent audited financial statement of the lead applicant organization if
required by the organization under state law. If you are applying under a fiscal agent, please
provide their information. If the applicant organization is required to have audited financial
statements, please upload the most recent audited financial statement below. If the applicant
organization is not required to have audited financial statements, please submit the
organization's most recent 990 tax return. If you are applying under a fiscal agent, please
provide their information.
File Size Limit: 9 MB
Other Supporting Documents (Optional)
Upload supporting documents for the project, including initial plans, MOUs, strategic planning
documentation, scopes of work, etc.
Community Wealth Building - Request
Printed On: 4 February 2025 for Proposals 19

Application San Joaquin Community Foundation
You may use the below text area to briefly list/ explain each document you uploaded.
File Size Limit: 4 MB
File Size Limit: 4 MB
File Size Limit: 4 MB
File Size Limit: 4 MB
Please briefly list/ explain each supporting document you uploaded.
Character Limit: 500
Applicant Acknowledgement
Applicant Acknowledgement*
Please indicate here that the applicant has read and understood the program’s Overview,
Eligibility Criteria, Reporting Requirements, and Submission Deadline and that the information
contained in this application is true and correct as of the submission date.
Choices
The applicant hereby acknowledges the above.
Signature*
Please enter your name and title below (e.g.: Joe Schmoe, Executive Director).
Character Limit: 250
Community Wealth Building - Request
Printed On: 4 February 2025 for Proposals 20