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Home My WebLink AboutCatholic Community Sucs - Emergency Assistance V'Oe 4-kOKL,0 AA:0A " CS '''''' AL 1 i ''7 (4.4.4e6,—jy, Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any answer no, the application review stops. Yes o Submitted before deadline? 1 a 6 CIAll questions answered on City supplemental application? ��h III Comm 1 on Application Checklist—all items "yes"? Mt ( (u ,1 ovl. 1-771 COMMON APPLICATION CHECKLIST J(J ,.- Yes No Cover pages [ r-❑ Agency Information and Questions 1-7. Er ❑ Question 8 Organizational Experience (2 page maximum) ❑( - ❑ Question 9 Need for Your Program (2 page maximum) ❑ Question 10 Proposed Program/Service (6 page maximum)" iEl Question 11 Long Range Plan (1 page maximum) U ❑ Question 12 Budget (2 page maximum) Data Tables ❑ Question 13 Number Of Individuals/Households Served Vf❑ Question 14a-c Performance Measures and Average Cost of Service ar ❑ Question 15 Demographics (from all funding sources) EQuestion 16 Program Staff , Question 17 Program Revenue & Expense-Budgets • G ❑ Question 18 Subcontracts qe .Dm Proof Re ofuir non-prdocuofit statusents F1 L: rOrganizational Chart K❑Agency/Organ ization.Mission Statement- ❑- ,❑ Board resolution authorizing submittal of the application (may be submitted up to 60 days after application). [ 5 List of the current governing board and local board, if applicable, (include name, position/title, City residence, length of time on the Board, and expiration of terms. �Note any vacancies:):';` L7 u Board Meeting Minutes of last three board meetings of governing board and local board as applicable , ® Annual Budget [ ❑ Financial Audit Cover Letter ❑ Financial Audit Management Letter LIFinancial Statement Verification of Non-Discrimination Policy IZIoeelil Pr gram Intake Form ❑ tiding Fee ScaleIf\ i OV '` PASS / FAIL Ratiing Too p. 1 Draft of 5/08 8\09-10 Funding cycle\Rating Tool414financeupdate.doc SECTION 2. Karen & Dianne: All pre-applications Passed • No Score Rating Tool p. 2 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc SECTION 3. Dianne: For informational purposes this year: Agency's Past Performance Past Funding History for last two funding cycles 2005-2008 (Circle CDBG or GF) Amount Allocated: 2005-2006 CDBG / GF 2007-2008 CDBG /GF Yes No ❑ ❑ Were quarterly reports on time in `07? ❑ ❑ Was first quarter report in '08 submitted on time? ❑ ❑ Did agency meet 100% of all the performance measures in 2007? If not— which ones did they not meet? ❑ ❑ Did agency submit an annual outcome report, on time for '07? ❑ ❑ Was a monitoring visit done? If yes,`were there any findings'? Yes _ No ❑ ❑ Did agency staff respond to staff requests for information in a timely manner? (looking for a pattern, not one-time occurrences).in 2007? ❑ ❑ Did agency staff attend the City of Renton contract workshop in 07? ❑ ❑ Did agency staff attend.the Joint City funding workshop in 2008? ❑ ❑ Was there key staff turnover in 2007? If so, what position(s) and how many'? N. Score Rating Tool p. 3 Draft of 4/15/08 H:\-IS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc SECTION 4. Staff check (Mary Ann and Dianne); make sure numbers in tables match. Score based on the number of boxes checked "Yes" Yes No ❑ ❑ #5 Total project costs need to match the totals on #17. ❑ ❑ #6 Total City funds requested for 2008 and requested for 2009 must match numbers given in table #17. ❑ ❑ Last column of#6 must match first column of#14C. ❑ ❑ Average cost of service per client for Rentor ;iri412C must match same in #14C ❑ ❑ Last column of#13 must match middle column of#14C. ❑ ❑ In #13 - column two percentages must add to 100°Jo:. ❑ ❑ In #13 - if agency selected individuals or households,:Should be answered the same in question #15. ❑ ❑ #13 1st column numbers must match riumbers"on the top of#15. ❑ ❑ Three columns in #17,p. 19.(Revenue,Source) add correctly? ❑ ❑ Three columns in #17 p:,20 (Program Expense) add correctly? SCORE: / 10 Rating Tool p. 4 Draft of 4/15/08 H:\HS 08\09-10 Funding cycleRating TooI414financeupdate.doc SECTION 5. Finance Subcommittee of Human Services Advisory Committee: Scores financial health of the agency . Originally the thought was that this would be pass/not pass. However, it does not get to the financial health of the organization. 1. Level of Financial Statements without "going concern" noted in Auditor Cover Letter ❑CPA Audited 3 points ❑CPA Other/reviewed 2 points ❑Internally prepared 1 point 2. Program Budget A) Is there a change of over 20% in the total program budget line on Table 17 Revenue Source between 2007 Actual and 2008 Budgeted? ❑Yes ❑No If yes, has this been adequately explained in-•question 12 B, "Changes to budget"? ❑Yes 0 Points ❑No -2 Points B) On Question 17, are the totals for program budgethRevenue or Expenses off by more than $100? ❑Yes -3 points ❑No 0 points 3. Balance SheetStrehgth Does the program/agency:have a positive total net asset figure on the balance sheet? ❑Yes :1 point' • ❑No. 0 points 4. Balance Sheet. Liquidity,-. Is the current ratio at least 1.10 on'the Program /Agency Balance Sheet? (Current assets divided:by current liabilities = current ratio). ❑ Yes 2 points ❑ No 0 points 5. Diversified Funding , Program•"has a mixture of funding sources for 2007 as shown in Question 17, revenue source. ❑ At least 1 each City, Other Government Funds and Private Sources 3 points ❑ Has funding from at least two of the three types listed above. 2 points ❑Only City funding sources, but receives funding from more than one city. 1 point SCORE: / 9 Rating Tool p. 5 Drift of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc 6. Human Services Advisory Committee: Scores quality of the application 0-3 a. Organizational Experience (score 0-3) Agency has track record of providing service (score 0-3) Staff has applicable/related experience in working with proposed program and/or training (score 0-3) Was there an explanation as to how the Board stays • informed and connected abOut needs in South King County? b. Is the need in the City supported by data? (score 0 -3) Is the data specific to Renton or to South King County? (score 0 - 3) Is there a quantifiable need? c. How easily can RentorKesidents acCess,the program? (score 0-3) Does the proposed outreach fit Renton or show knowledge of Renton? (score 0-3) Were the language and cultural needs of the clients addressed? (score 0-3) Does the agency propose to have subcontractors or partners? Are services accessible through 1) the organization or 2) the subcontractors/partners? (Circle one) d.-LOng Range Plan 7 (score,0-3) Is a long-range plan described, versus a strategic plan? (score 0-3) -Does the:plan list multiple funding sources for future funding?' .(score 0-3) Was evaluation of services mentioned in the plan? SCORE: / 33 Total Score: / 52 Rating Tool p. 6 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc