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HomeMy WebLinkAboutYMCA - Emergency Housing Program , y wcit .„,,... bytive4,--es€.41.641 Vc 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. Ye ❑ Submitted before deadline? r ❑ P iI questions answered on City supplemental application? �,o� ❑ Common Application Checklist—all items "yes"? b (Ail--- 11 1 a `"�• e COMMON APPLICATION CHECKLIST Yes No- Cover pages Zlill Agency Information and Questions 1-7. Question 8 Organizational Experience (2 page maximum) U Question 9 Need for Your Program (2 page maximum)" Er-PQuestion 10 Proposed Program/Service (6 page maximum) I Question 11 Long Range Plan (1 page maximum) O ❑ Question 12 Budget (2 page maximum) Data Tables CI ■ Question 13 Number of.Individuals/Households"Served Tr❑ Question 14a-c Performance Measures and Average Cost of Service Irr ❑ Question 15 Demographics (from all funding sources) III . ❑ Question 16 Program Staff ❑ Question 17 Program Revenue& Expense Budgets r® El Question 18 Subcontracts Required Documents Er 0 Proof of non-profit status ❑ Organizational Chart" Ent Agency/Organization Mission Statement' WI ❑ Board resolution authorizing submittal of the application (may be submitted up to 60 ' days after application). Fri ❑ L.istof 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 U -' Annual Budget O -,,❑ Financial Audit Cover Letter [ I :© Financial Audit Management Letter ,• ,❑ Financial Statement Verification of Non-Discrimination Policy ❑ P gram Intake Form ❑ p Sliding Fee Scale b -.--- Ilia, 0 01 , PAS ` / FAIL Rating Tsl p. 1 r o ,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 111 LI Were quarterly reports on time in '07? 0 0 Was first quarter report in '08 submitted on tirne? D El Did agency meet 100% of all the performanCeineasures in 2007? If not— which ones did they not meet? 0 0 Did agency submit an annual outcome report, time for '07? Eli 0 Was a monitoring visit done? If were there any findings? Yes No_ 0 0 Did agency staff respond to staff requests for information.in a timely manner? (looking for a pattern, not one-time occurrences)\in 2007? 0 Did agency staff attend the City of Renton contract workshop in 07? 0 0 Did agency staff attend the City funding workshop in 2008? 0 0 Was there key staff turnover in,2op7? If so, what position(s) and how many? • .„ •„v No Score Rating Tool p. 3 Dr6ft 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 El El #5 Total project costs need to match the totals on #17. El D #6 Total City funds requested for 2008 and requested for 2009 must match numbers given in table #17. El LI Last column of#6 must match first column of#14C. 111 LI Average cost of service per client for Renton.*:#12C must match same in #14C LI D Last column of#13 must match middle:Ooluniti'bf#14C. ID El In #13 - column two percentages must add to 100°/0: ci Lii In #13 - if agency selected individuals or households; should be answered the same in question #15. LIII D #13 1st column numbers must match numbers on the top 'cif#15. Eli LI Three columns in #17; 15:-.,•19,(Revenue Source) add correctly? LI D Three columns in #17 p 20 (Program Expense) add correctly? ; „ s , 4 SCORE: / 10 Rating Tool p. 4 Draft of 4/15/08 Fl;\HS 08\09-10 Funding cycle\Rating TooI414financeupdate.doc i 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,tudget Revenue or Expenses off by more than $100? ['Yes -3 points ❑No 0 points • 3. Balance Sheet.Strength Does the program/agency shave a positive total net asset figure on the balance sheet? ❑Yes 1 point ❑No:.. 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 In 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 explanationasto how the Board stays informed and connectedaboit needs in South King County? b. Is the need in the City supported;bydata? (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 outreachafit Renton or show knowledge of Renton? (score 0-3) Were the languaga'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/part'ners? (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