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Home My WebLink AboutCatholic Community Services - Katherine's House CdA,01:1 C CD vla evukt 0 t'.-Ji deAmi6e5 -- fCcv+titme,,_s- 6)1/V Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any andswer o;.the application review stops. Y�s ❑ Submitted before deadline? 6 ❑All questions answered on City supplemental application? ° ■I ❑ Common Application Checklist—all items "yes"? (/jj �_ COMMON APPLICATION CHECKLIST Yesyo Cover pages Agency Information and Questions 1-7. [ ❑ Question 8 Organizational Experience (2 page maximum) [ ❑ Question 9 Need for Your Program (2 page maximum) [ ❑ Question 10 Proposed Program/Service (6 page maximum) EKE] Question 11 Long Range Plan (1 page maximum) Er ❑ Question 12 Budget (2 page maximum) - Data Tables Er❑ Question 13 Number offlndividuals/Households Served Er ❑ Question 14a-c Performance Measures and Average Cost of Service Er ❑ Question 15 Demographics (from'aitfunding sources) Er ❑ Question 16 Program Staff [Y ❑ Question .17' Program Revenue'°& Expense--Budgets IX ❑ Question 18 Subcontracts - - ,�� Required'Documents EJ LI Proof of non.profit status E D Organizational Chart _:: R A ncy%Organization.Mission Statement 'A!'', , ,Board resolution authorizing submittal of the application (may be submitted up to 60 'days after application). a ❑ 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.);•; ❑ Board Meeting Minutes of last three board meetings of governing board and local board as applicable ❑ Annual Budget' ❑ Financial Audit Cover Letter DI/ ❑ Financial Audit Management Letter Financial Statement EzElv MI Verification of Non-Discrimination Policy !! ❑ Program Intake Form ❑ A Sliding Fee Scale a 0,____ PASS / FAIL "ating To I p. 1 Dr.a of 5/08 H:\H 18\09-10 Funding cycle\Rating TooI414financeupdate.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 1.00% 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 m Score Rating Tool p. 3 Draft of 4/15/08 H:\HS 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 Renton"*in.#12C must match same in #14C " ❑ ❑ Last column of#13 must match middle column;of#14C. ❑ ❑ In #13 - column two percentages must add to 100%. ❑ ❑ In #13 - if agency selected individuals or households, should be answered the same in question #15. ❑ ❑ #13 1st column numbers must match numbers 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 cycle\Rating Tool414financeupdate.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 budget Revenue or Expenses off by more than $100? ❑Yes -3 points ❑No 0 points 3. Balance Sheet Strength 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 Ra ing Tool p. 5 Drat of 4/15/08 • H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.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 Rentonresidents 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.— (score 0-3) Is along-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:1HS 08\09-10 Funding cycle\Rating Tool414financeupdate.doc