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HomeMy WebLinkAboutWay Back Inn - Transitional Housing for Homeless Families With Young Children g(„5,6_, Wocki 4-1 km —tto . , 144i Net 4dr- 07))vieL. Rating Tool for 2009/2010 Funding Applications ree:Ailief5 mil- . meal, keivL SECTION 1. Mary Ann: Pass/Fail: If all answers are yes, the application goes forward. If ahy a sorer no, the application review stops. krOo Submitted before deadline? C41/E1 All-questions answered on City supplemental appl'catio ? 0., tr ,„„, K R'6ommon Application Checklist—all items "yes"? nr f P COMMON APPLICATION CHECKLIST Yes No Cover pages LH' ❑ Agency Information and Questions 1-7. J Question 8 Organizational Experience (2 page maximum) �� Question 9 Need for Your Program (2 page maximum) VT' LJ Question 10 Proposed Program/Service (6 page maximum). [s ❑ Question 11 Long Range Plan (1 page maximum) ❑''f❑ 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 ®_,,.❑ Question 15 Demographics (from'ali.funding sources) reqr Question 16 Program Staff Question 17 Program Revenue& Expense Budgets P 9 ❑ Question 18 Subcontracts , Required Documents DProof of non-profit status Organizational Chart, Agency/Organization Mission Statement ❑ Board resolution authorizing submittal of the application (may be submitted up to 60 days after application). ❑ 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. /dote any vacancies.) bit' ►_I Board Meeting Minutes of last three board meetings of governing board and local [/board as applicable' ❑Annual Budget y ❑ efinancial Audit Cover Letter Cd0 MA 1 i ❑ Financial Audit Management Letter zr ❑ Financial Statement Fr❑ Verification of Non-Discrimination Policy 10:13 Program Intake Form V 0 Sliding Fee Scale 4 ,?, th.fOTC1/11 ‘. ) PASS FAIL R;tin•. •ol p. 1 Draft 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 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? N 0 Score Ra-ing Tool p. 3 Drift of 4/15/08 H:\ S 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 middlecolumnof,#14C. ❑ ❑ In #13 - column two percentages:must add to 100%.,, El ElIn #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 n 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?• -a, ❑Yes ,1 point ❑No `h.ti::01points`' 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 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*b 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,propose to have subcontractors or partners? Are services accessible through 1) the organization or 2) the subcontractors/partners? (Circle one) d .-'Lo'ng 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