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Home My WebLink AboutCatholic Community Serives: Volunteer Chore Svcs ea.-� to i t c Covvv S .w1ze s ' V 0 it (►-j-Le C Cb ve. Svcs Rating Tool for 2009/2910 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. ' Y�7- No 5 G-Submitted before deadline? C ❑ questions answered on City supplemental application? l� G Common Application Checklist—all items" es"? YQ,Si � SO(L)�l COMMON APPLICATION CHECKLIST Yes No Cover pages �❑ Agency Information and Questions 1-7. d ❑ Question 8 Organizational Experience (2 page maximum) E I ❑ Question 9 Need for Your Program (2 page maximum) ,, a ❑ Question 10 Proposed Program/Service (6 page maximum). -e ❑ Question 11 Long Range Plan (1.page maximum) Zr ❑ Question 12 Budget (2 page maximum) Data Tables ,� ❑ Question 13 Number of Individuals/Households Served ,[� ❑ Question 14a-c Performance Measures and Average Cost of Service ❑ Question 15 Demographics(from all funding sources) ❑ Question 16 Program Staff i ❑ Question 17 .Program Revenue& Expense Budgets ❑/ ❑ Question 18 Subcontracts ' Required.Documents Proof o ❑ f non-profit status- 151Organizational Chart : Er Age cy/Organization Mission Statement ( oar resolution authorizing submittal of the application (may be submitted up to 60 `1 .2 da s after application). E❑-L'st 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 ) 0° 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; [ Financial Statement AVerification of Non-Discrimination Policy P !gram Intake Form _ ; P. - tiding Fee Scal , v f I l I PASS / ' AIL "ating'Tooi . 1 D z o , /08 H:\ S 08\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 El ❑ 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 workshopin 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? No 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 Rentonin#12C must match same in #14C ❑ ❑ Last column of#13 must match middle:columr':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 #17fp:;;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 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 programbudgetRevenue 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 U: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 El No Opoints 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 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.doc 1 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 Renton:residents access the program? (score 0-3) Does theproposed outreach fit Renton or show knowledge of Renton? •:`. (score 0-3) Were the lariguage'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:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc