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Home My WebLink AboutSenior Services - Meals on Wheels O s (LS ` r 4,t ' 1 . Li11 6,t1.5 Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any a swer no, the application review stops. Yes to 0 G Submitted before deadline? 6 ❑ AI uestions answered on City supplemental application? ❑ Common Application Checklist-all items "yes"? wdS re c, 0 ( 1)7 cr9 COMMON APPLICATION CHECKLIST L IN J .,Q ' , Yes No -over pages G Agency Information and Questions 1-7. G�ElQuestion 8 Organizational Experience (2.page maximum) Question 9 Need for Your Program (2 page maximum)., Er 19Question 10 Proposed Program/Service (6 page maximum). Question 11 Long Range Plan (1 page maximum) ;,. P" ❑ Question 12 Budget (2 page maximum) Data Tables .❑ Question 13 Number of:Individuals/Households Served DK ❑ Question 14a-c Performance Measures and Average Cost of Service Fr",❑ Question 15 Demographics:(from all;funding sources) Br ❑ Question 16 Program Staff `;:: , D15I ❑ Question 17 Program Revenue,& Expense:Budgets ❑ Question 18 Subcontracts �/ Required Documents LJ Proof of non-profit status , organizational Chart 1 . ElAgency/Organization Mission Statement ❑ -, [+Toard resolution;authorizing submittal of the application (may be submitted up to 60 �` ::''days after application). • I✓I L❑ List`of the currentgoverning 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;);:; L� LJ Board Meeting Minute's of last three board meetings of governing board and local board as applicable Annual Budget ii2VI; Financial Audit Cover Letter Iii ❑ Financial Audit Management Letter 4 Financial Statement Or Verification of Non-Discrimination Policy ❑ Program Intake Form liding Fee Scale y ' I 0.0_, PASS FAIL Rating 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 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 attendthe City of Renton..contract workshopin 07? ❑ [' Did agency staff attend the1Joint City funding workshop in 2008? ❑ ❑ Was there key staff turnover in 2007? If so, what position(s) and how many'? .r.. , \ „ri N• Score Rating Tool p. 3 Draft of 4/15/08 H:\HS 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#14C. ❑ ❑ Average cost of service per client for Renton in #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? . i •1. � I 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 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). [] Yes 2 points ❑ No 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? 1 (score 0-3) Does the proposed outreach fit Renton or show knowledge of Renton? '` (score 0-3) Were the language and culturalneeds 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?? (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