Financial partners are agencies with which the City of Charlotte contracts on an annual basis to provide specific services. These partnerships extend the city's capacity to advance strategic priorities and concerns of the community, such as:

• Partnerships due to special legislation (such as tax allocations);

• Partnerships that support and advance Charlotte City Council's strategic priorities of Workforce and Business Development; Safe Communities; Well-managed Government, with a focus on Equity, Engagement and the Environment; Great Neighborhoods; and Transportation and Planning; and

• Partnerships that contribute to community enrichment. 

The following information will help the city better understand the work of your organization and its connection to Charlotte City Council's Strategic Priorities:

• Great Neighborhoods: Focusing on comprehensive initiatives designed to create affordable housing and provide opportunities that align with creating great neighborhoods.

• Safe Communities: Ensuring neighborhoods are safe, healthy, and inclusive with a focus on policing, fire protection and community relations.

• Transportation and Planning: Anticipating and planning for the change of the community. Addressing change with strategic investments, building and maintaining a comprehensive transportation network, and placemaking strategies that encourage connection between neighborhoods and employment centers.

• Well-managed Government: Ensuring the city demonstrates inclusivity through commitment to and focusing on equity and safeguarding the environment; leadership in financial stewardship; reviewing best practices; and maintaining consistency in approach with an emphasis on effective and efficient services that are accountable, customer-focused and inclusive.

• Workforce and Business Development: Building and maintaining a successful business climate and workforce talent, including the number of jobs with sustainable wages/benefits; economic opportunity and digital inclusion for all residents; and encouraging business development, innovation, and entrepreneurship.

Budget Templates

The excel template can be accessed at FY 2025 Financial Program - City of Charlotte (charlottenc.gov)

Performance and Equity Measures 

The financial partner program focuses on supporting agencies that advance the city’s strategic priorities. In addition, The City of Charlotte is committed to supporting programs and initiatives that address systemic and community barriers that limit opportunities for Charlotte's vulnerable communities. Please indicate which data metrics will be tracked to ensure demonstrable advancement of Charlotte City Council's strategic priorities 

Objectives: An objective is the driver which describes the desired outcome that, if achieved, will further progress in advancing the strategic priorities.

Measures: Performance measures are metrics or indicators which assess progress towards meeting the objective.

Target: Serving as a benchmark, targets are established to evaluate the effectiveness of efforts in meeting the objectives. This is typically measured quantitatively. 

Templates can be accessed here - FY 2025 Financial Program - City of Charlotte (charlottenc.gov)

Required Attachments

The following forms are to be included with the application submittal. Please attach in PDF format. Failure to provide the required information will result in your application being considered incomplete.

• Salary Disclosure:  Submit a list of all employees’ compensation including both city-funded positions and positions funded by other sources. For each city-funded position, indicate the percent funded. 
• Current Board of Directors: List each member name and title
• Organizational Chart 
• Federal Tax Returns for the previous two years 
• Financial Policies: deposits, transfer of funds, employee reimbursement; grant distribution process, if applicable; and investments
• Human Resources Policies
• Record and Retention Schedule/Policy: agency protocol for maintaining information
• Annual Audit: required for agencies with annual budgets larger than $100,000
• 2 Year comparative statements are sufficient if annual agency budget is less than $100,000
  • Statement of Cash Flows
  • Balance Sheet
  • Profit & Loss Statement​