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Home My WebLink AboutSenior Svcs - Community Dining „ced`t� 3 "tic — Q YV101A, i k 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. LT,!„„bicr-- Submitted before deadline? ❑ iy_questions answered on City supplemental application? ❑I Common Application Checklist—all items "yes”? asou-ncy, by COMMON APPLICATION CHECKLIST Yes o Cover pages ❑ Agency Information and Questions 1-7. �' ❑ Question 8 Organizational Experience (2 page maximum) [r ❑ Question 9 Need for Your Program (2 page maximum) Er❑ Question 10 Proposed Program/Service (6 page maximum) [��/'�❑ Question 11 Long Range Plan (1 page maximum) u ❑ 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 K❑ Question 15 Demographics.(from attfunding sources) ❑� ❑ Question 16 Program Staff ❑ Question 17 `Program Revenue:& Expense.Budgets 7❑ Question 18 Subcontracts [/(-- Required.Documents Proof of non-profit status '4rganizati"onal Chart [ ❑ ncy/Organization Mission Statement" ❑ . lalpoard 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 yacancies:): LI LI Board Meeting Minutes of last three board meetings of governing board and local • board as applicable' 2L-',:rui Annual Budget M Financial Audit Cover Letter Li--Financial Audit Management Letter 22.;1:1Financial Statement Verification of Non-Discrimination Policy ▪ ❑ Program Intake Form ❑ , ,M_Slia+Rg Fee Scale IA I IG- PASS / FAILI Ra ling Tool p. 1 ra of 4/1 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 outcomelreport, onetime for `07? ❑ ❑ Was a monitoring visit done? If yes, were there any findings? Yes _ No ❑ ❑ Did agency staff respond to staff requests for informatiort-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 Ra sing Tool p. 3 Draft of 4/15/08 HAWS 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#140. ❑ ❑ Average cost of service per client for Renton in#12C must match same in #14C s, ❑ ❑ 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"? Xi c i,._ ❑Yes 0 Points ['No -2 Points B) On Question 17, are the:totals for program.-budget Revenue or Expenses off by more than $100? DYes -3 points ❑No 0 points 3. Balance Sheet,.Strength, <°? Does the program/agencyt have a positive total net asset figure on the balance sheet?;:,-, N ❑Yes 1 pointy.. ❑No 40 poii is "''- .>_. 4. .'Balance Sheet.`Liquidity- v°-r Is the current ratio a 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 Program_has amixture 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 Dr ift of 4/15/08 H:\ S 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;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 agencypropose to.have subcontractors or partners? Are services accessible through 1) the organization or 2) the subcontractors/partners? (Circle one) d .;Long Range..Plan (score CY-3) Is along-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