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HomeMy WebLinkAboutD.A.W.N. - 24 Hr. Crisis Line , ,„ . , , DiA „\\, , 1\, , N94 )-1,re ` \3 ' Rating Tool for:2009/2010 Funding Applications LI it U SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any a isw r no, the application review stops. Y�e / No W,i ❑ Submitted before deadline? ❑ II questions answered on City supplemental application? ❑ E Common Application Checklist-all items "yes"? 6c.,U4S0e..._-. COMMON APPLICATION CHECKLIST es ` Y o Cover pages Agency Information and Questions 1-7. .. Question 8 Organizational Experience (2:page maximum) VJ ❑ Question 9 Need for Your Program (2 page maximum)':'8k/ , ❑ Question 10 Proposed Program/Service (6 page maximum) " �,/ II] Question 11 Long Range Plan (1 page maximum) LQ ❑ Question 12 Budget (2 page maximum) �/ Data Tables .,/ ❑ Question 13 Number of individuals/Households Served [f L' ElQuestion 14a-c Performance Measures and Average Cost of Service ❑ Question 15 Demographics (from ati funding sources) ❑ Question 16 Program Staff 'i,. © ❑ Question 17 Program Revenue`&. Expense.Budgets L� ❑ Question 18 Subcontracts - Required Documents Dr�-Proof of non-profit status L i ,U Organizational Chart" ❑.Agency/Organization.Mission Statement ❑! Board resolution.authorizing submittal of the application (may be submitted up to 60 days after application). ( I❑ 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 v. board as applicable" ❑-Annual Budget Fi ncial Audit Cover Letter ❑ financial Audit Management Letter /Ala. Financial Statement L!a H V ification of Non-Discrimination Policy ❑ Program Intake Form(V. �. liding Fee Scale (6L PASS FAIL ing T I p. 1 Drag 0 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc 1 ' 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, ortlime 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 attendthe Joint City funding workshop in 2008? ❑ ❑ Was there key staff turnover in 2007.? If so, what position(s) and how many? N Score Ra ing 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 Rentonin012C must match same in #14C ❑ ❑ Last column of#13 must match middle--column'of#14C. ❑ ❑ In #13 - column two percentages must add to 10Q°Io:. ❑ ❑ 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 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 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 Tool414financeupdate.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? (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) dr-_Long°Range Plan,— (score 0-3) Is along-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 TooI414financeupdate.doc