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Home My WebLink AboutC.I.S.R. - Mentor Program ( 5, rre 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. Y oSubmitted before deadline? IV ,"` : ' i tl r 1 �❑All mmon stions answered on City supplemental application? i o Application Checklist ll items "yes"? COMMON APPLICATION CHECKLIST Yes No Cover pages ®, ❑ Agency Information and Questions 1-7. I "I . ❑ Question 8 Organizational Experience (2 page maximum) ® ❑ Question 9 Need for Your Program (2 page maximum) 17'�❑ Question 10 Proposed Program/Service (6 page maximum.) ❑ Question 11 Long Range Plan (1 page maximum) ❑ Question 12 Budget (2 page maximum) ,� Data Tables ri ❑ Question 13 Number of:Individuals/Households Served LY❑ Question 14a-c Performance Measures and Average Cost of Service [ ❑ Question 15 Demographics (from all funding sources) ❑ Question 16 Program Staff 0 ❑ Question 17 Program Revenue"& Expense Budgets ❑ Question 18 Subcontracts Required Documents lel GI-Proof of non-profit aniza'ti"onal Chart ( Agency/Organization.Mission Statement ❑ El-Board resolution,authorizing submittal of the application (may be submitted p to 60 ."days after application)+ �,Z n2r.111 List of the currenf g vo erning board and local board, if applicable, 011,1 name, position/titl`e City r'estder m length-of time ora tlae,Board, andexp ration of terms. 111 Bote any vacancies), oard Meeting";Minutes of last three board meetings of governing board and local board as applicable' Annual Budget iTriaFinancial Audit Cover Letter 2---❑ Financial Audit Management Letter Financial Statement �❑ Verification of Non-Discrimination Policy ❑ Program Intake Form il ia- �`Sli ing Fee Scale rl ry. PASS / F L .` a ing Tool p. 1 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 ❑ LI 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 workshoprnin 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 1 Score Ra ing Tool p. 3 Dr ft of 4/15/08 H:\ S 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 • rf� ❑ ❑ Last column of#13 must match middle:columnof#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 (P:rogram 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"? ks ❑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 SheetStrength 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 Drift of 4/15/08 H:\ S 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 explanationas'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?`'' `: (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? (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 Tool414financeupdate.doc