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. ' Cha. °bre (16-(5";q5 Cit;1 do C iv s awce.�lu� � 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 n•, the application review stops. Y-s 10 M Submitted before deadline? 0 ❑All questions answered on City supplemental application? 1_ ❑ ❑ Common Application Checklist—all items "yes"? kw_ {�e o /j r 1 b COMMON APPLICATION CHECKLIST Yes Cover pages �bv vrteZ Agency Information and Questions 1-7. t'I (J Question 8 Organizational Experience (2 page maximum) illr ❑ Question 9 Need for Your Program (2 page maximum):,. all ❑ Question 10 Proposed Program/Service (6 page maximum) .�❑ Question 11 Long Range Plan (1 page maximum) E ❑ Question 12 Budget (2 page maximum). . Data Tables �❑ Question, 13 Number of Vindividuals/Households Served Er" ❑ Question 14a-c Perform** Measures and Average Cost of Service 2r0 Question 15 Demographics (from ail funding sources) L LI Question 16 Program Staff flQuestion 17,Program Revenue;& Expense Budgets Question.18 Subcontracts Required Documents Proof of non-profit status . . • Organizational Chart ' : ' - ©, . 0 A y/Organization Mission Statement ❑ agoard resolution.:authorizing submittal of the application (may be submitted up to 60 • days after application). 0List of the current'governing board and local board, if applicable, (include name, 7 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 leirr/ Annual Budget Financial Audit Cover Letter 10 ❑ Financial Audit Management Letter Q,E Financial Statement Verification of Non-Discrimination Policy rogram Intake Form ❑ Sliding Fee Scale PASS / FAIL Rating Tool p. 1 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc 1 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? ❑ LI 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? I.f yes, were there any 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? No Score Rating Tool p. 3 Draft of 4/15/08 H:\-IS 08\09-10 Funding cycle\Rating Tool414financeupdate.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 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'? r.. 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 program budget Revenue or Expenses off by more than $100? DYes -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 • a 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 O,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 DrVft 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 akto 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 the.proposed outreach fit Renton or show knowledge of Renton? (score 0-3) Were the language and cultural'.needs of the clients addressed?--r: (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 a long-range plan described, versus a strategic plan? (score 0-3)'Does the plan list multiple funding sources for future funding? '1:(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