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Home My WebLink AboutChildren's Home Society - Strengthening Families Chadiveos -HD mg_ 5oc,ee,-17/ — c+r-e- 4-4t-eN K-5 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 No ❑_§.ubmitted before deadline? • -W ❑ larAll questions answered on City supplemental application? MAS S l • ❑ Common Application Checklist—all items "yes"? COMMON APPLICATION CHECKLIST Yes No Cover pages ❑ ❑ Agency Information and Questions 1-7. ❑ ❑ Question 8 Organizational Experience (2 page maxim um) ❑ ❑ Question 9 Need for Your Program (2 page maximum) ❑ ❑ Question 10 Proposed Program/Service (6 page maximurn)., ❑ ❑ Question 11 Long Range Plan (1 page maximum) ❑ ❑ 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 " ❑ ❑ Question 17 Program Revenue'& Expense Budgets ❑ ❑ Question 18 Subcontracts Required:Documents ❑ ❑ Proof of non-profit status ❑ ❑ Organizational Chart ❑ ::❑`Agency/Organization Mission Statement ❑ ❑ Board resolution;authorizing submittal of the application (may be submitted up to 60 "'days after application). ❑ ❑`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 ❑ ❑ Financial Audit Management Letter ❑ ❑ Financial Statement ❑ ❑ Verification of Non-Discrimination Policy ❑ ❑ Program Intake Form ❑ [ Tiling Fee Scale n ot_„ PASS / FAI Rating Tool Draft of 4/15/08 H:\HS 08\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 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 a Score Rating Tool p. 3 Daft 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 v � El ❑ 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 c-19..(Revenue Source) add correctly?N ❑ ❑ 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 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 t ;, ❑No . .::0'points 4. Balance SheetLiquidity:, Is the current ratio at least 1.10 oh the Program /Agency Balance Sheet? (Current assets divided,by current liabilities = current ratio). .❑;Yes 2 points ❑ No 0 points 5. Diversified Funding Programihas 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 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? Y, , 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?-K • (score 0-3) Were the language and cultural needs of the clients addressed?'` (score 9-3) Does';the agencypropose to-fave 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 lan list multiple fundingsources for future :funding? . *ore 0-3) Was evaluation of services mentioned in the plan? y .1 SCORE: / 33 Total Score: / 52 Rating Tool p. 6 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc