Full proposals may be submitted to CHCF if: (1) solicited by program staff, (2) through a request for proposals (RFP) process, or (3) invited upon review of an unsolicited letter of inquiry. Proposals should be addressed to the CHCF staff who requested the proposal or as instructed in the RFP.

A complete grant proposal should include:

1. Proposal cover sheet

Download and complete the Proposal Cover Sheet (Word) form to provide summary information about your project.

2. Tax ID information

Unless you or your organization has received funding from CHCF within the last two years, please provide a current W9, signed and dated at least within a year. A blank W9 (PDF) is available.

• Line 1 must reflect the legal name as shown on the entity’s tax return (for individuals and for-profit organizations) or as registered with the IRS (for nonprofit organizations).
• Note that CHCF issues grant payments to the DBA name. If you or your organization cannot accept payment in the DBA name, DO NOT include it in Line 2 (leave Line 2 blank).

Additional Instructions for Nonprofit Organizations

• On Line 3, check the “Other” box and indicate both the section of the Internal Revenue Code under which your organization is exempt and its organizational form — for example, 501(c)(3) nonprofit corporation.
• On Line 4, if your organization is exempt from backup withholding, indicate the appropriate exemption code. (See W-9 Instructions for Line 4 for the list of codes.)

Additional Instructions for Individuals and Sole Proprietors

• Include your Social Security Number in addition to your Employer Identification Number (if you have one). This information is required by CHCF to comply with the State of California’s Employment Development Department’s Independent Contractor Reporting rules. Learn more about this requirement.

3. Proposal guidelines

Applicants should follow the foundation’s CHCF Grant Proposal Guidelines (PDF) unless instructed otherwise by CHCF staff or the RFP.

4. Budget

Nonprofit Organizations

• Line-item budgets are generally provided by nonprofit institutions for project-based grants. These budgets include the following:
  • A list of personnel for the project, full-time effort and benefits for each person, a list of direct costs, and indirect costs
  • A budget justification with an explanation for each line item in narrative format
• The following Indirect Cost Policy applies to project grants:
  • Nonprofit organizations (except colleges, universities, and hospitals) and government entities are no longer restricted by a minimum or maximum IDC rate for project grants.
    • A grantee requesting an IDC rate above 20% should speak with their program officer to discuss their request. CHCF may request additional details to understand how the grantee calculates its IDC rate, and may request to negotiate.
  • Nonprofit colleges, universities, and hospitals are capped at 20% in indirect costs for project grants.
  • Consultants, subcontracts, and subawards should be excluded from direct project costs on which the IDC rate is applied.
  • The policy does not apply to for-profit entities or individual consultants.
  • The policy does not apply to general operating support grants, conference and event sponsorships, or stipends, which do not require grantees to identify direct and indirect costs.

See FAQ for more information.

A line-item budget template (Excel) is available.

For-Profit Organizations, Consultants, and Independent Contractors

• Time and materials budgets are generally provided by for-profit organizations, consultants, and individual contractors. These budgets should include the following:
  • A list of personnel for the project, their hourly rates and the number of hours each person is expected to contribute toward the project
  • A list of direct costs, including expenses
  • Budget justification with an explanation for each line item in narrative format
• CHCF’s indirect rate does not apply, as it is assumed that benefits and indirect costs are included in the loaded hourly rates.
• Expense reimbursements are reimbursable only if they satisfy the criteria outlined in CHCF Travel and Expense Guidelines for Grantees, Contractors, and Consultants (PDF).

Exceptions:

A different budget format may be requested by CHCF staff for certain types of engagements, such as fixed fee projects, general operating support grants, conferences and sponsorships, and small grants.

See FAQ for more information.

A time and materials budget template (Excel) is available.

5. California Tax Withholding

For-profit organizations and individuals located out-of-state may be subject to California’s tax withholding laws. As such, CHCF requires out-of-state contractors to complete a California Tax Withholding Form (available on our Grantee Resources page), and CHCF will withhold taxes from payments for services rendered for CHCF in California. Contractors are advised to consult with their tax attorney or accountant for guidance.

Proposal Review Process

Grant decisions based on full proposals are made by either CHCF staff or the board of directors, depending on the size of the request.

• Funding requests under $500,000 are reviewed and considered by CHCF staff on a rolling basis, meaning there are no deadlines for submission. Decisions are generally made within two to three months after a full proposal is received.
• Funding requests over $500,000 must be recommended by CHCF staff to the board of directors, which meets in March/April, June, September, and December each year. Requests that are recommended for board approval are typically in development with active participation from program staff for at least three to four months prior to a board meeting. This timeline may not apply for proposals that were solicited or submitted in response to an RFP.

Questions about writing or submitting a proposal should be addressed to the CHCF staff who requested it. For general questions, such as how to complete the budget forms, contact CHCF Grants Administration. Proposals should be submitted to the appropriate staff as instructed.