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Home My WebLink AboutChinese Information & Service Center - Cultural Navigator Program , N('/Ltsk (' sh1i - M Q G- -CLA1 L VV t kU i l ,- Tnr-60_4-. .._ Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any a swer no, the application review stops. ��es/No I�f 9 Submitted before deadline? e ❑ questions answered on City supplemental application? II Common Application Checklist-all items "yes"? COMMON APPLICATION CHECKLIST ' VI Yes . Cover pages (C) Ilill �� Agency Information and Questions 1-7. �❑ Question 8 Organizational Experience (2 page maximum) E/❑ Question 9 Need for Your Program (2 page maximum)';., ❑ Question 10 Proposed Program/S'ervlce (6 page maximum) ` 0 Question 11 Long Range Plan (1,page maximum) Question 12 Budget (2 page maximum) ,_,/ Data Tables L�J , Question 13 Number of,Individuals/Households Served R❑ Question 14a-c Performance Measures and Average Cost of Service ❑ Question 15 Demographics'(from ali:funding sources) v ta_____, Question 16 Program Staff ❑ Question 17. Program Reven a&.,Expense-Budgets ❑ d e uestion 18 Subcontracts ini //////// VRequiredDocuments roof of non-profit status ' _. Organizational Chart 1 A y/Organization Mission Statement P oard resolution authorizing submittal of the application (may be submitted up to 60 : • LJdays after application). ,,. I2 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:); C ❑ oard Meeting Minutes of last three board meetings of governing board and local board as applicable Annual Budget 0 Financial Audit Cover Letter)2i . V❑ Financial Audit Management Letter i11E ❑ Financial Statement •.Verification of Non-Discrimination Policy E ■ Pr.gram Intake Form • p liding Fee Scale L (----PASS FAIL sing To p. 1 ra of 15/08 H: 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 outcomeFreport, on;,ti,me 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:theJoint City funding workshop in 2008? ❑ ❑ Was there key staff turnover in 2007? If so, what position(s) and how many? N 9 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 #1,7. ❑ ❑ #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 RentonTMin#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°/d.; ❑ ❑ 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 (RevenueSource) add correctly?' ❑ ❑ Three columns in #17p:,20"(Program Expense) add correctly? y i.f 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 ❑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 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?W": (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 thespian 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