Tools and Templates from Hospitals and Health Systems

Bon Secours Health System additional tools and templates
  • Due Diligence/Monitoring Visit Agenda: Document that guides due diligence and monitoring conversation for potential and existing borrowers.
  • Socially Responsible Investing Policy template
Dignity Health additional tools and templates
  • Loan Application: The applications that an interested party would complete requesting a direct loan. Example applications for housing providers and businesses and intermediaries.
  • Financial Monitoring Templates: Analyses tools or “metrics” to evaluate a potential borrower’s current financial condition and future repayment projections based on cash flow. Examples for cash flow projection and financial summaries.
  • Credit Memo Template: Internal document for preparing the narrative rationale for loan.
  • Community Investment Brochure: Document that provides information to interested borrowers
  • Community Investment Program highlights from Sacramento and Los Angeles, California
St. Joseph Health additional tools and templates
  • Standard form documents templates (the contract created between the lender and borrower)
    • Form of Line of Credit Agreement
    • Form of Loan Agreement
    • Form of Promissory Note (used with Loan Agreement)
    • Form of Deed of Trust
    • Form of Guaranty Agreement
    • Form of Environmental Indemnity Agreement
  • Community Investment Brochure: Document that provides information to interested borrowers
  • Community Investment Fund Pre-qualification Scan
  • Community Building Initiative PowerPoint slides overview
  • Community Building Initiative FY2016 Request for Proposals Planning Grant: RFP
  • Community Building Initiative FY2016 Request for Proposals Implementation Grant: RFP
Trinity Health additional resources
Gundersen Health System additional resources
  • Return on investment comparison between energy infrastructure investments and overall investment portfolio
  • Running a Food Hub: Lessons Learned from the Field: Produced by the United States Department of Agriculture (USDA) office of Rural Development, this report aims to fill the gap in the current research around food hubs, by providing information on operations and “lessons learned” from those involved in starting and operating food hubs.

Resources from the Democracy Collaborative

A national nonprofit helping health systems, universities, local governments, and community foundations who wish to leverage local purchasing, hiring, and investment resources to build community wealth.

Other Key Resources

More key guides and tools to advance your place-based investing strategy