Daniel Oviedo Strategy & Special Projects Back

Strategy · Funding · Systems · Story

Records into proof. Proof into momentum.

I help nonprofits, foundations, and cities turn scattered evidence into fundable narratives, sound decisions, and systems their teams can keep using.

Recent work·Nevada Clean Energy Fund·City of Worcester

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Selected work · 2026

Two flagships, told the way I run them.

Different sectors, same operating pattern: get inside the records, model what is true, build the thing that carries it, and leave the team able to run it without me.

Recentlythe NCEF spotlights page and contractor directory went live·the 611 Main Street case study joined the desk

Selected builds

Fellowship build · 2026

Funder landscape analysis

A sourced map of the national funders most likely to meet a statewide green bank where it is, distilled to near-term options with decision points and timing. Every fact carries its source; where a figure is not disclosed, it says so.

Fellowship build · 2026

Regulatory intelligence tracker

A single-file tool that turns dockets, registers, and court filings into a weekly digest and board-ready summaries a lean team can keep up with.

Practice background

Built inside the work.

I’ve worked on both sides of the grantmaking table. Before advising mission-driven institutions, I worked inside them, learning how money is raised, how grants move, and what it takes to keep relationships and systems working after the strategy meeting ends.

01California ChangeLawyersPrograms need operating discipline.

I supported the operations behind scholarship and fellowship programs designed to widen access to the legal profession: application processes, grant payments and reporting, events, records, and the day-to-day coordination that made the programs work for students and fellows.

02UC Law San FranciscoFundraising begins with long-term relationships.

In alumni relations, I coordinated communications, events, and relationship-building across a broad professional community. It was an early education in advancement as long-term stewardship: sustaining trust and a connection to the institution, not simply making an ask.

03Stupski FoundationA grant must remain clear from diligence through closeout.

At Stupski I moved to the funder side, managing the grantmaking practice across education, food, and health portfolios in the Bay Area and Hawai‘i through the foundation’s planned spend-down. I helped carry grants from due diligence and agreement through payment, reporting, amendment, and close-out, and built the dashboards and workflows that gave staff and leadership a live view of the practice. I also helped turn grantee feedback into changes in how the foundation worked: clearer processes, more flexible grantmaking, less burdensome reporting.

04The practice nowFunding, evidence, and execution belong together.

I know what a proposal asks of nonprofit staff, what a funder needs to document a decision, and what the operating system has to do after the grant is approved.

For nonprofits & foundations

The situations I get called into.

The flagship studies above are the Nevada Clean Energy Fund and the City of Worcester, but the practice was built inside California philanthropy, on both sides of the grant. I'm based in San Francisco and work with teams anywhere. If one of these sounds like your Tuesday, we should talk.

If you raise

"The LOI is due, and the story is scattered."

We pull the evidence out of your drives and your staff's memory, then ship a narrative a program officer can understand and carry forward. I have written these for a living and read them for a living. I know how they actually land.

"We won the grant. Now someone has to run it."

Post-award is where good fundraising quietly comes apart: restricted funds tracked in one person's head, report deadlines found late, subrecipients chased by email. We set up the calendar, the tracker, and the reporting rhythm, so compliance stops being a scramble every quarter.

"The funder asked for outcomes. Our data lives in nine spreadsheets."

We build the record once, then the public proof: a page where every claim links to its source, refreshed from a spreadsheet your team already knows how to use. No developer on call, no CMS to learn.

"There's a capital decision on the table and nobody has modeled it."

A building, a lease, a program at a new scale. We model the scenarios, stress the assumptions, and put the trade-offs where your board can see them. The same discipline a city gets, sized for you.

If you grant

"Our grants process grew by accretion. Every cycle hurts more."

After running the grantmaking practice at a spend-down foundation, I know where process debt hides: intake, docketing, review, payments, reporting, and the spreadsheet nobody admits is load-bearing. We redesign the cycle and right-size the technology around it: Salesforce, Fluxx, or whatever the cycle already runs on. The usual door in is a Cycle Audit: two or three weeks through the cycle, intake to payment, ending in a findings memo. And when a cycle needs hands rather than advice, I can run it.

"We're a spend-down. Every system we build has an end date."

Sunsetting is an operations problem disguised as a mission statement. I ran grantmaking operations inside a foundation on a clock: processes sized to their lifespan, records built for the archive from day one, close-out as a first-class function.

Worth knowing

When appropriate, I can help explore whether capacity-building or technical-assistance support may be available for work like this, and shape the ask so a funder can say yes to it.

Services

One practice, three lanes.

Most engagements draw on at least two. I can carry the work from proposal to model to the system that keeps it current.

i.

Funding

Money in, managed well, and the math underneath it. Strategy and materials for organizations that raise; operational discipline for the ones that grant.

  • Fundraising strategy & funder landscapes
  • Grant writing & proposal development
  • Grants management, award to close-out
  • Grantmaking operations, intake to payment
  • Fractional grants management
  • Feasibility & capital analysis
  • Board strategy & decision support

ii.

Systems

The plumbing that determines whether strategy reaches people. Built no-code where possible, documented always, handed off properly.

  • Workflow design & documentation
  • Grants management systems: Salesforce, Fluxx & kin
  • Nonprofit CRM & Salesforce implementations
  • Web tools that update from a spreadsheet
  • Dashboards, directories & trackers

iii.

Story

Operating records turned into claims that are accurate, sourced, and persuasive, in that order.

  • Narrative strategy & content architecture
  • Public proof pages & websites
  • Decks, briefs & board materials
  • Data storytelling

Ways to work together

Diagnostictwo to three weeks

Clarify the decision, review the record, and leave with findings and a practical path forward.

Defined buildfour to eight weeks

A proposal, model, board deck, funding strategy, workflow, or public-facing tool.

Fractional supportover a season

Grants management, fundraising, grantmaking operations, or a special project that needs an experienced owner.

How I work

01ClarifyName the decision on the table and the evidence standard it deserves.
02ModelTest what's true against the records, the comparables, and the cash flows.
03BuildMake the narrative, page, or tool that carries the finding to the people who act on it.
04Hand offLeave a documented system the team runs without me.

Operational infrastructure decides whether policy actually reaches people. I build the infrastructure.

About

I'm Daniel Oviedo, a strategist and operator for mission-driven institutions. I spent eight years in the sector, first raising money for California nonprofits, later managing the grantmaking practice at the Stupski Foundation, before completing an MPA at the Harvard Kennedy School with a concentration in public finance.

In 2026, fellowships took me inside the City of Worcester's Executive Office of Economic Development (through the Rappaport Fellowship, a competitive Harvard placement inside city government) and the Nevada Clean Energy Fund, Nevada's statewide green bank.

I work in plain language, show my sources, and build things the client can run without me. Born and raised in Costa Rica; based in San Francisco; working anywhere.

The best fit: real work already done, evidence scattered across drives and memory, and a decision that can't stay abstract much longer.

Education
MPA, Harvard Kennedy School · B.A. Political Science, UC Davis
Training
Certificate of Effective Philanthropy · Education for Philanthropy Professionals, Stanford PACS
Fellowships
Rappaport Fellow, City of Worcester · Fellow, Nevada Clean Energy Fund
Before
Stupski Foundation · ChangeLawyers · UC Law San Francisco
Practice
Philanthropy · Fundraising strategy · Grant writing · Grants management · Grantmaking operations · Public finance · Financial modeling · Data storytelling
Organizations
Nonprofits · Foundations · Cities · Public agencies
Held to
Accuracy before persuasion · Plain language · Built to hand off · You own everything we make
References
Available on request

Before you write

Fair questions, quick answers.

How do engagements start?

With a few lines by email and a short call. You leave that call with a view you can use, whether or not we end up working together. From there, work takes one of four shapes: a Funding Reset (a diagnostic sprint through your pipeline), a Cycle Audit (the same sprint for a foundation's grants process and platform), Proposal Room (a defined proposal built together), or fractional support over a season.

What does it cost?

Scope and fee depend on the problem. After an initial conversation, I'll outline the work, timing, and a clear project fee before either of us commits.

Will this create work for my team?

Less than you'd fear. Outside help has to be worth the coordination it costs, so I start from the materials you already have, take responsibility for a clearly bounded piece, and keep drafts, sources, and assumptions visible as I go.

Who owns what you build?

You do. Files, models, documentation, credentials: everything transfers.

How fast do you move?

Sprints run two to five weeks. Something reviewable usually exists in the first week.

Are you taking new work?

I keep the practice deliberately small. If the timing or the fit is wrong, I'll say so and tell you when to come back.

Contact

Bring me the messy version.

Send three or four lines about what has to move, what is getting in the way, and when it matters. I'll reply with a candid view of the assignment, and whether I'm the right fit.

danieloviedo@hks.harvard.edu

San Francisco·Remote-first·Taking a limited number of fall engagements

From project records to public proof.

Digital strategy, content systems, and fundraising support for the Nevada Clean Energy Fund, whose record was growing faster than the tools for telling it.

01Scattered records
02Shared workbook
03Live public proof

The challenge

NCEF had impressive projects and the receipts to prove them: by July 2026, more than $7 million deployed across 115 clean energy projects statewide. Like any young institution moving quickly, the evidence of that record lived across spreadsheets, announcements, presentations, and institutional knowledge. The organization wanted a clearer way to demonstrate where its capital was going, keep public information current without a developer in the loop, and translate its operating record into stories useful to borrowers, partners, and funders.

What I did

  • A standard project recordOne structure for every project: images, financial metrics, outcomes, source links, approvals, and publishing status. One row per project, one place to edit.
  • The Project Spotlights experienceAn interactive page with program filters, expandable project detail, photography, and source-linked claims throughout. Designed to the organization's brand, built to be maintained.
  • Sheet-to-site publishingA spreadsheet-driven workflow so approved edits can reach the live page with no page code in the loop. The workbook is the CMS.
  • A portfolio map, prototyped and revisedAn interactive statewide map, then a deliberate simplification after data review; the production version is on the live page.
  • A second tool, now liveThe same pattern runs NCEF's public contractor directory: vetted contractors filterable by trade and county, published from a spreadsheet the team maintains. A commercial financing resource hub is built on the same rails.
  • Fundraising and grant developmentA structured scan of the national funder landscape, board-level strategy materials, and a joint letter of inquiry to a national funder: a household financial-capability concept co-designed with a partner CDFI and carried through submission. The funder's name is better told in conversation.

The first map prototype found the edges of the data, which is what prototypes are for.

The early version used three project categories and interactive city-level zooms. Testing it against the source data surfaced two honest limits: funding records and unique projects are not always the same thing, and locations were tracked at the city level. The production design was simplified to match what the data could support: a cleaner taxonomy, and a statewide view that implies no more precision than exists.

The live page, captured August 14, 2026: the statewide map in production, eleven project stories below. Live at nevadacef.org/project-spotlights.

The contractor directory, captured August 18, 2026: statewide coverage map, vetting checklist, and listings the team updates from a spreadsheet. Live at nevadacef.org/contractordirectory.

The outcome

The page is live, and the pathway from internal record to public claim is now a repeatable workflow. The content model accommodates future projects without a redesign, every published claim links to its source, and content decisions stayed where they belong: with the organization's leadership.

What I built · as of August 2026

11

project stories, each linked to its source

1

workbook the team edits to update the live page

2

public tools live on nevadacef.org

Capital and project totals are NCEF's to report; they appear in the organization's own words above.

“Daniel turned our project records into a public story we’re proud of, and left us systems our own team runs: the spotlights page, the map, the contractor directory.”

Kirsten Stasio · CEO, Nevada Clean Energy Fund

A boarded-up corner, three modeled futures.

Scenario modeling and RFP support for the arts-anchored redevelopment of 611 Main Street, a city-owned site at the heart of Worcester's Theatre District.

01A vacant civic site
02Three modeled futures
03Decision materials
Existing condition
Illustrative vision

611 Main today, and one illustrative future from the delivered study. The render is a concept, not a design.

The challenge

611 Main Street is the former Registry of Motor Vehicles: granite-clad, boarded up, and sitting on one of the rare downtown parcels where a single redevelopment decision shapes a corridor's identity for a generation. The study examined which combinations of housing, arts, and ground-floor uses could deliver civic value, serve a visible affordable-housing need, and remain financially plausible. It also asked what it would take to carry that analysis from a graduate study to a redevelopment authority board and into a credible RFP.

The work

  • Co-authored the redevelopment strategyAn arts-anchored strategy developed through the Harvard Kennedy School's Greater Boston field lab as part of a four-person team, grounded in stakeholder engagement with city leadership, state officials, developers, arts-sector leaders, and resident advocates.
  • Three development pro formasFull models for a 150,000 square foot, nine-story program of 143 to 159 units depending on scenario: a market-rate anchor, a mixed-income scheme, and a majority-affordable scheme with a civic plaza. Each runs from land and construction assumptions through operating cash flows and financing, calibrated to Worcester comparables.
  • Continued with the City as a Rappaport FellowTranslated the study into decision infrastructure inside the Executive Office of Economic Development: transmittal memos, a detailed redevelopment authority board presentation, and a community-facing deck.
  • Produced the RFP support packageA scoring framework, a market-sounding instrument, a financing readiness brief, proposer forms, and the rest of the paperwork that makes an RFP answerable.
  • Demand and the funding ecosystemWalkshed and amenity-gap analysis layered over the city's subsidized housing inventory, plus a scan of the state and philanthropic capital that could plausibly close each scenario's gap.

The three modeled scenarios · shaded area shows income-restricted share of units

Scenario 1 · Market anchor~15% income-restricted · facade mural + cultural retail
Scenario 2 · Mixed income~40% income-restricted · rooftop commons + artist live/work
Scenario 3 · Iconic plaza~60% income-restricted · public sculpture + plaza

Program diagram, drawn from the delivered models. Shares are modeled, not proposed.

Findings, not recommendations.

The discipline throughout: model without a thumb on the scale, put the trade-offs where a board could see them, and leave the choosing to the people accountable for it.

The outcome

The engagement left the City with three modeled futures, board-ready materials, and a support package proposers can answer. What gets built is the City's call.

The scale of the question

Modeled program, per the delivered studies · figures are modeling assumptions, not commitments

150,000

gross square feet, nine stories

143 to 159

units modeled, depending on scenario

~$60M

modeled development cost, three scenarios

Return metrics and full scenario detail sit with the City. More in conversation.