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Home My WebLink AboutSt. Vincent DePaul Society/Society of St.Vincent dePaul 1 �=- c v+�cQ- d r�,u, -�; Ui n wit- Lk( spac SOIL k`elki 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. Yje No ❑ Submitted before deadline? • ❑ All questions answered on City supplemental application? f J b r J ijj7 Lat ❑ ❑ Common Application Checklist—all items "yes"? J ` • COMMON APPLICATION CHECKLIST b 2 Yes No Cover pages . : /I .0 Agency Information and Questions 1-7. EElQuestion 8 Organizational Experience (2 page maximum) [^/.❑ Question 9 Need for Your Program (2"page maximum) ' . I " Question 10 Proposed Program/Service (6 page maximun ),, Question 11 Long Range Plan (1 page maximum) _Ertl Question 12 Budget (2 page maximum) Data Tables V❑ Question 13 Number of:individuals/Households Served Er ❑ Question 14a-c Performance"Measures and Average Cost of Service 12'111 Question 15 Demographics (from all`funding sources) . Er❑ Question 16 Program Staff Er ❑ Question 17 :Program Revenue'& Expense Budgets .Ertl Question.18 Subcontracts " Required Documents Ell'Proof of non-profit status .- 7I ❑Organizational Chart"; Erb A ncy/Organization Mission,Statement ❑ arBoard resolution authorizing submittal of the application (maybe submitted up to 60 days after application). EKIII.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:}; 0 ❑ Board Meeting Minute`s of last three board meetings of governing board and local board as applicable" 0 Annual Budget` . Fi -ncial Audit Cover Letter .a f Pr u, inancial Audit Management Letter r'`!i .;r', Vti Financial Statement ru Verification of Non-Discrimination Policy III Program Intake Form 7 Sliding Fee Scale PASS / FAIL a ing Too p. 1 alit of , 5/08 H:\" 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 anyfindings? 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? ❑. ❑ 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:\-IS 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 Rentonrcin#12C must match same in #14C ❑ ❑ Last column of#13 must match middle column'of#14C. ❑ ElIn #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., 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 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 language and cultural needs of the clients addressed? (score.0-3) Does the agericy.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'Ionq-ranqe 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