The URL can be used to link to this page

Home My WebLink AboutMulti Service Center - Emergency Assistant M I -11 cer vl ce_ e Q-AA-ci 1-5-5:;)57-roly Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any aiswer no, the application review stops. es o #erfSubmitted before deadline? l All.Auestions answered on City supplemental application? k ❑I ommon Application Checklist—all items "yes"? 1O `Lm CM. 10 COMMON APPLICATION CHECKLIST Yes No Cover pages ( ❑ Agency Information and Questions 1-7. [� ElQuestion 8 Organizational Experience (2 page maximum) VI ❑ Question 9 Need for Your Program (2 page maximum) ❑ Question 10 Proposed Program/Service (6 page maximum) vi ❑ Question 11 Long Range Plan (1 page maximum) Ff ❑ Question 12 Budget (2 page maximum) Data Tables Et; ❑ Question 13 Number of.Individuals/Households Served i1 El El 14a-c Performance Measures and Average Cost of Service (v ❑ Question 15 Demographics(from all funding sources) El ❑ Question 16 Program Staff . ❑ Question 17 Program Revenue,& Expense Budgets U/ ❑ Question 18 Subcontracts Required Documents 2`�Proof of non-profit status Organizational Chart G . ❑.Age cy/Organization Mission Statement ❑ oard 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.) rJ ❑ Board Meeting Minutes of last three board meetings of governing board and local board as applicable' ❑ Annual Budget ®°' ❑ Financial Audit CoverLetter 0's ❑ Financial Audit Management Letter ❑ Financial Statement Z® Verification of Non-Discrimination Policy ❑ Program Intake Form ❑ [ Sliding Fee Scale n ' PASS / AIL aingTo p. 1 D aft of 5/08 H:\ I \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, oh 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? No Score Rating Tool p. 3 Draft of 4/15/08 H:\I JS 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 Rentoni0n#12C must match same in #14C ❑ ❑ Last column of#13 must match middle".colum,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 `ECTION 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 explainedin 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). C] 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: 0 / 9 Rasing Tool p. 5 Drift of 4/15/08 H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.doc r 4 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 alto how the Board stays informed and connected,aboiit 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 a:long-range plan described, versus a strategic plan? (score 0-3),:Does the'plan list multiple funding sources for future funding? `jscore 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