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HomeMy WebLinkAboutDynamic Family Svcs - Children with Special Needs Q 'V, ctawA ki SV C5 Rating Tool for 2009/2010 Funding Applications �'vV J S,e_e(ii0 Wth SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any answer no, the application review stops. Ye No GI ii Submitted before deadline? Id ❑ All estions answered on City supplemental application? i ;,• 0 r4,,COmnnon Application Checklist—all items "yes"? 30 I 11-1 Cyl. b\y COMMON APPLICATION CHECKLIST \„,j kJ VW--2—_, Yes No. Cover pages lia' LI Agency Information and Questions 1-7. [r l ❑ Question 8 Organizational Experience (2 page maximum) ' �❑ Question 9 Need for Your Program (2 page maximum) II 0 Question 10 Proposed Program/Service (6 page maximum).. ® .❑ Question 11 Long Range Plan (1 page maximum) ©" ❑ Question 12 Budget (2 page maximum) Data Tables Zr ❑ Question 13 Number of'.individuals/Households Served 1 ❑ Question 14a-c Performance Measures and Average Cost of Service � ❑ Question 15 Demographics (from all funding sources) 211:,E1 Question 16 Program Staff' ' I E Question 17 Program Revenue-& Expense Budgets Ig ❑ Question.l8 Subcontracts Required Documents Proof of non-profit status 12 Ai Organizational Chart . l ❑Agency/Organization Mission Statement' ❑ Board resolution,authorizing submittal of the application (may be submitted up to 60 days after application). [1 Ill 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 : III Board Meeting Minutes of last three board meetings of governing board and local � board as applicable" E I L❑ Annual Budget Erie Financial Audit Cover Letter g.• Financial Audit Management Letter ", (/`--' Financial Statement Verification of Non-Discrimination Policy G ►—'rogram Intake Form e, ■ ,liding Fee Scale PASS /TAIL Rating Toe' p. 1 Draft of - '5/08 •.I-k •:\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 ❑ El 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 workshopsin 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? No Score Rating Tool p. 3 Dr ft of 4/15/08 H:\ S 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 Renton n#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-Lb: 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 ONo 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 ❑ 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 asto how the Board stays informed and connected about needs in South King County? b. Is the need in the City supported bydata? (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 (M) 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 TooI414financeupdate.doc