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Home My WebLink AboutMulti Services Center - Emergency and Transitional Housing -rams i ��(ntz( 1111 0 Si 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. Yes o . l IN Submitted before deadline? 6 ❑All questions answered on City supplemental application? ❑I Common Application Checklist—all items "yes"? Naci re.c010.-n Gyl /,, , 3 COMMON APPLICATION CHECKLIST La.:29--e7 °NLA, Yes No Cover pages Fr ❑Agency Information and Questions 1-7. 6 ❑ Question 8 Organizational Experience (2 page maximum) ❑ Question 9 Need for Your Program (2 page maximum) 49. ❑ Question 10 Proposed Program/Service (6 page maximum) erf ❑ Question 11 Long Range Plan (I page maximum) ❑ Question 12 Budget (2 page maximum) - ` Data Tables V/ ❑ Question 13 Number of Individuals/Households Served n'' ❑ Question 14a-c Performance Measures and Average Cost of Service 1' ❑ Question 15 Demographics(from all funding sources) ❑ Question 16 Program Staff 71 ❑ Question 17 Program Revenue& Expense Budgets ❑ Question 18 Subcontracts Required Documents E❑ Proof of non-profit status l''❑.Organizational Chart ... • Age y/Organization Mission Statement ❑ ; oard resolution authorizing submittal:of the application (may be submitted up to 60 days after application). 0 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) [r❑ Board Meeting Minutes of last three board meetings of governing board and local board as applicable r❑Annual Budget EIl 1 ❑ Financial Audit Cover Letter Ef.--❑ Financial Audit Management Letter 2---n Financial Statement ❑ Verification of Non-Discrimination Policy ®4 ❑ Program Intake Form ❑ [ Tiding Fee Scale In , ot ir PAS / FAIL `Ratins o of p. 1 of 4/15/08 H:\HS 08\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 Tool414financeupdate.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 occurrence's)_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? No Score Rating 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 Renton'ir #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, 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 sheer?,:::,,,. ['Yes • 1 pointy i ❑No. o points 4. Balance Sheet Liquidity Is the current ratio'atleast 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 Draft 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 lain uage 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 "L,ongpRange Plan;- ``3 (score,0=3) Is a:king-range plan described, versus a strategic plan'? (score 0-3)2Does 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