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Home My WebLink AboutConnejo Counseling & Referral Svc cey frwv, „LeL ,4_1(2 M -4 ` v $o-�l1 4r Co„A-r`y �-�' bVZ. Rating Tool for 2009/2010 Funding Applications ,,,o� (pv.vo SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any answer no, the application review stops. Y . o O /❑ Submitted before deadline? 0- ❑ A uestions answered on City supplemental applic ' n? } c. Common Application Checklist—all items "yes"? Ved, Lu-h crr '0 l COMMON APPLICATION CHECKLIST r Z ;` vV� Yes No Cover pages 1E7 ❑ Agency Information and Questions 1-7. 1Z ❑ Question 8 Organizational Experience (2 page maximum) Question 9 Need for Your Program (2 page maximum) Vd ❑❑ Question 10 Proposed Program/Service (6 page maximum). ❑ Question 11 Long Range Plan (1 page maximum) Ft(❑ Question 12 Budget (2 page maximum) Data Tables V ❑ Question 13 Number of,individuals/Households Served (Y❑ Question 14a-c Performance Measures and Average Cost of Service 0; ❑ Question 15 Demographics (frontatlfunding sources) 0 ❑ Question 16 Program Staff . VQuestion 17 Program Revenue:& Expense Budgets Question 18 Subcontracts ' . Required Documents ❑ Proof of non-profit status niz tional Chart ❑Agency/Or anization Mission Statement, ❑ Q/Board resolution„authorizing submittal of the application (may be submitted up to 60 ( 1.d�ys-after application). E 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` IZIEI Annual Budget ❑ Financial Audit Cover Letter �❑ Financial Audit Management Letter ❑ Financial Statement []-7❑ Verification of Non-Discrimination Policy Program Intake Form a❑ Sliding Fee Scale PASS FAIL ( of J 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? r ; No 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 #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 Rento i in;#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%. ❑ ❑ 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'? 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 thetotals 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). ID 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 Dr ft 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 explanationasRto 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'propo sed 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 CO) Is a long-range plan described, versus a strategic plan? (score 0-3) Does the:plan list multiple funding sources for future funding?! ,(spore 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