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Home My WebLink AboutRTC - Even Start ATC, — .i/ei 54-( 1--- 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. Ye No �� ❑ Submitted before deadline? ["1 Eluestions answered on City supplemental application? � Common Application Checklist—all items "yes"? '^ n n l M I�- COMMON APPLICATION CHECKLIST s' ' t' 3°*" �,-Yes No Cover pages /❑ Agency Information and Questions 1-7. �J Li Question 8 Organizational Experience (2 page maximum) [T❑ Question 9 Need for Your Program (2 page maximum) Question 10 Proposed Program/Service(6 page maximum) Er ❑ Question 11 Long Range Plan (1 page maximum) [E❑ 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 4❑ Question 15 Demographics (from allfunding sources) Qom❑ Question 16 Program Staff [►'El Question 17 Program Revenue';St Expense Budgets P ❑ Question 18 Subcontracts Required}Documents • Ag05;1141113Qa1 Proof of non-profit status Chartcy/Orgnization Mission Statement ❑" F :oard resotion authorizing submittal'of the application (may be submitted up to 60 days after application). VEl Lii Lof 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.) 21/ ❑ Board Meeting Minutes of last three board meetings of governing board and local / board as applicable Ell ❑ Annual Budget Lam'❑ Financial Audit Cover Letter ^E?1/❑ Financial Audit Management Letter L� ❑ Financial Statement VI Q.I v444 S - (-0 11-'21-PS C II Verification of Non-Discrimination Policy B ❑ Program Intake Form JI ®-Sliding Fee Scale 64 1,i,I.,,, t PASS FAIL ing T p. 1 Dra 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 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 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? El ❑ Was there key staff turnover in 2007? If so, what position(s) and how many? . N Score Ra ing Tool p. 3 Dr ft 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 In#12C must match same in #14C ❑ ❑ Last column of#13 must match middle,colun n'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 Tool414financeupdate.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 0 paints" 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 El 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 accessthe program? (score 0-3) Does the:pr,"oposed 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) :Long""Range Plan:- (score Q-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