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Home My WebLink AboutDAWN - Community Advocacy Programs Dew — CO '1 HVb CO-Gti Frel-teaw%5 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. YLI No �/❑ Submitted before deadline?2' ❑ All questions answered on City supplemental application? ❑ Common Application Checklist—all items "yes"? COMMON APPLICATION CHECKLIST Yes No Cover pages 12/ ❑Agency Information and Questions 1-7. 140 Question 8 Organizational Experience (2'page maximum) ❑ Question 9 Need for Your Program (2 page maximum) ( , Question 10 Proposed Program/Service(6 page maximum) Question 11 Long Range Plan (1 page maximum) \. a❑ Question 12 Budget (2 page maximum),. aData Tables ❑ Question 13 Number of Individuals/Households-Served [� ❑ Question 14a-c Performance Measures and Average Cost of Service I/ ❑ Question 15 Demographics,(from-all'funding sources) El ❑ Question 16 ,Program Staff i V ❑ Question,17 Program Revenue:&.Expense-Budgets • [Y ❑ Question 18/Subcontracts Required Documents V❑ Proof of non-profit status E' ❑Organizational Chart [ ❑Agency/Organization Mission Statement FUr Board resolution;authorizing submittal of the application (may be submitted up to 60 days after application). ® ❑ 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.)� E❑ Board Meeting,Minutes of last three board meetings of governing board and local board as applicable [ ❑ Annual Budget 41 ,�❑ Financial Audit Cover Letter LJ ❑ Financial Audit Management Letter Er❑ Financial Statement Er ❑ Verification of Non-Discrimination Policy rf ❑ Program Intake Form ❑ Sliding Fee Scale ' PAS ` / FAI L -ting T•ol p. 1 D ((aa • 4/15/08 • H:1HS 08\09-10 Funding cycle\Rating Tool414financeupdate.doc • SECTION 2. Karen & Dianne: All pre-applications Passed e 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 performarice>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):n 2007? ❑ ❑ Did agency staff attendthe City of Renton contract workshdp;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? „ , - t t � 't r ; No Score • Ruing Tool p. 3 Draft of 4/15/08 H:1HS 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. LI ❑ Average cost of service per client for Renton-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°10:, ❑ ❑ 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.z 19.(Revenue Source) add correctly? ❑ ❑ Three columns in #17 p 20 (Pro ram Expense) add correctly? fy ~CY `� SCORE: / 10 Rating Tool p. 4 Draft of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc S CTION 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). El 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 Daft 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 accessthe 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..lonq-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