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Home My WebLink AboutMSC - General Literacy �15C�Ge/neJvl Li-kital 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 No ❑ Submitted before deadline? 1( ❑ All questions answered on City supplemental application? ❑ 1Common Application Checklist—all items "yes"? nced9 L O1,w COMMON APPLICATION CHECKLIST Yes No Cover pages • ❑ Agency Information and Questions 1-7. [� ❑ Question 8 Organizational Experience (2 page maximum) i ( ❑• Question 9 Need for Your Program (2 page maximum) 17( ❑ Question 10 Proposed Program/Service (6 page maximum). E• l Question 11 Long Range Plan (1 page maximum) Er ❑ Question 12 Budget (2 page maximum) - Data Tables • ❑ Question 13 Number of Individuals/Households Served • ❑ Question 14a-c Performance Measures and Average Cost of Service Er ❑ Question 15 Demographics:(from all-funding sources) ❑ Question 16 Program Staff y ❑ Question 17 Program Revenue:& Expense Budgets 17 ❑ Question 18 Subcontracts Required Documents VEI Proof of non-profit status E Q Organizational Chart ❑Agency/Organization Mission Statement ❑ 'Board resolution authorizing submittal of the application (may be submitted pp to 60 days after application). -( 4-haf w` . 5 alorn V ii‘ (20apity5 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:).; V ❑ Board Meeting Minutes of last three board meetings of governing board and local board as applicable • E ❑ Annual Budget [� ❑ Financial Audit Cover Letter ❑ Financial Audit Management Letter Er❑ Financial Statement ❑ Verification of Non-Discrimination Policy Er El Program Intake Form Er❑ Sliding Fee Scale PAS / FAIL ting T•. p. 1 611711-1 , Dra' o 4/15/08 H:\HS 08\09-10 Funding cycle\Rating Tool414financeupdate.doc SECTION 2. Karen & Dianne: All pre-applications Passed No Score Rating Tool p. 2 Draft of 4/15/08 H:1HS 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, 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 occurrenbes),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 Dr.0 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;in412C must match same in #14C ❑ ❑ Last column of#13 must match middle:columiri 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 sheet?" ❑Yes 1 point ❑No, O: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 Draft 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 access the program? (score 0-3) Does the 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 .3) 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