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HomeMy WebLinkAboutCrisis Clinic - 211 C vjc i5 CtIvl IL — Z I 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 o, the application review stops. Y- No le I Submitted before deadline? G 0311 questions answered on City supplemental application? A, MICommon Application Checklist—all items "yes"? �V� 0 K � rt04- e ("I-Q--- COMMON APPLICATION CHECKLIST Yes o Cover pages ❑ Agency Information and Questions 1-7. ❑ Question 8 Organizational Experience (2'page maximum) lie ❑ Question 9 Need for Your Program (2 page maximum) El ❑ Question 10 Proposed Program/Service (6 page maximum), 2. El' ❑ Question 11 Long Range Plan (1 page maximum) [A' ❑ Question 12 Budget (2 page maximum). Data Tables 17f ❑ Question 13 Number of hldividuals/Households Served El/ ❑ Question 14a-c Performance Measures and Average Cost of Service E ❑ Question 15 Demographics (from all funding sources) Er ❑ Question 16 Program Staff [ ,' ❑ Question 17 Program Revenue& Expense Budgets 0 ❑ Question 18 Subcontracts Vill Required Documents Proof of non-profit status. . �M D Organizational Chart L✓JEl Agency/Organization Mission Statement V, G Board resolution authorizing submittal of the application (may be submitted up to 60 days after application). Illff ❑ 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. f,, Note ariy,vacancies.): ® ❑ Board Meeting Minutes of last three board meetings of governing board and local board as applicable 12 ❑ Annual Budget 1 Financial Audit Cover Letter Financial Audit Management Letter [ ❑ Financial Statement Verification of Non-Discrimination Policy ❑ r Program Intake Form r (,�9�� p (� b�'" f9 din Fee Scale ��� l n�"" nIot/— Chpfor-mIno CO,S+ PASS / FAIL a in ool p. 1 Dra of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.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 workshopin 07? ❑ ❑ Did agency staff attend:#10"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:\HS 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 Renton4412C 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 (Program"(Program Expense) add correctly? • • SCORE: / 10 Rating Tool p. 4 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.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 SheetStrerigth Does the programagency.have a positive total net asset figure on the balance sheet? ' ❑Yes 1 point ❑No, c 4.points 4. Balance Sheet .Liquidity"< Is the current ratio at'least 1.10 ort'the Program /Agency Balance Sheet? (Current assets divided'by current liabilities = current ratio). Yes 2 points El 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 ajto 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 along-range plan described, versus a strategic plan? (score 0-3): Does theplan 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