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Home My WebLink AboutValley Cities Couseling - Promoting Healthy Families Against D.V. VON WI e5 Co Lm..5.0.) Rating Tool for 2009/2010 Funding Applications SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If any aiswer no, the application review stops. Yes to N ❑ Submitted before deadline? ICI ❑ AI uestions answered on City supplemental application? In Common Application Checklist—all items "yes"? akidt3 rOIcrr y COMMON APPLICATION CHECKLIST \Jvv\„,e, 4-ct, Yes No Cover pages Agency Information and Questions 1-7. LJ LJ Question 8 Organizational Experience (2 page maximum) ❑ 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) J' ❑ Question 12 Budget (2 page maximum) Data Tables Fr)] Question 13 Number of individuals/Households Served ❑ Question 14a-c Performance Measures and Average Cost of Service I❑ Question 15 Demographics (from ati funding sources) R""`TJ.Question 16 Program Staff ��''� Question 17 Program Revenue & Expense Budgets L�J Lii Question 18 Subcontracts Required.Documents [ �] Proof of non=profit statusze":013- Organizational Chart ❑A " cy/Organization:Mission Statement ❑• . 0113oard resolution authorizing submittal"'of the application (may be submitted up to 60 �� days after application). LJ LJ 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) Board Meeting Minutes of last three board meetings of governing board and local board as applicable •nnual Budget C ' • Financial Audit Cover Letter G �] Financial Audit Management Letter p...,E1 Financial Statement Verification of Non-Discrimination Policy Program Intake Form Sliding Fee Scale PASS FAIL Ra'ing T p. 1 r 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 workshopin 07? ❑ ❑ Did agency staff attendthe Joint City funding workshop in 2008? ❑ ❑ Was there key staff turnover in 2007? If so,what position(s) and how many? N o Score Ra ing Tool p. 3 Draft 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 Rentonin.#12C must match same in #14Cc. ❑ ❑ Last column of#13 must match middle'cblui*of#14C. ❑ ❑ In #13 - column two percentages must add to 100* ❑ LI 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? 4� ❑ ❑ 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. Balan ce Sheet Strength Does the program/agency:have a positive total net asset figure on the balance sheet?:' ❑Yes :.1 point' ❑No, x:, . `.0."points 4. -Balance Sheet Liquidity;.. Is the current ratioat'-least 1.10 on-the Program /Agency Balance Sheet? (Current assets divided;by current liabilities = current ratio). ❑ Yes 2 points 0 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 explanationalto 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 agency proposes to have subcontractors or partners? Are services accessible through'1) the organization or 2) the subcontractors/partners? (Circle one) d: .;L;ongRange Plan:- (score 0-3) Is along-range plan described, versus a strategic plan? (score 0-3), ;Does the`plan list multiple funding sources for future v .. 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 Tool414financeupdate.doc