The Grants Landscape WPU Services Finding Funding Proposal Basics

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The Grants LandscapeWPU Services Finding
Funding Proposal Basics

• Martin Williams
• Office of Sponsored Programs, WPU

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Agenda

• Office of Sponsored Programs
• Finding, Evaluating and Targeting The Best
  Funding Opportunities
• Proposal Development
• Time

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Office of Sponsored Programs

• Pre-Award Services Resources
• Funder identification, information sharing,
  proposal development, liaison to agencies,
  institutional reviews, signatures, mailing
• Post-Award Support
• Assist in reporting, planning future activity
• Compliance
• Federal, State WPU regulations and policies

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• Location Raubinger Hall 107
• Phone [phone]
• Fax [phone]
• Email williamsm_at_gw.wilpaterson.edu
• URL not yet assigned

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Finding the BestFunding Opportunities

• Sources of Support Private and Public
• Types of Support
• 4 Step Search Process
• Funder Review
• Sample Search

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Private Assistance

• Individuals
• Foundations
• Independent, General Purpose, Special Purpose,
  Family, Community, Corporate, Operating, Trusts
• Corporations
• National, Local, Small Business
• Types of Support
• Contributions, Grants, Sponsorships

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• What are they interested in?
• Issues important to them
• Achieving mission and meeting goals

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Public Assistance Government

• Types of Federal and State Assistance
• For WPU
• Project Grants, Research Grants, Fellowships
• Contracted Services, Specialized Services,
  Advisory Services, Training
• Surplus Equipment, Use of Facilities
• Not for WPU
• Formula Grants, Block Grants
• Student Loans
• Insurance

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• What are they interested in?
• Fulfilling public policy mandates
• Achieving agency mission and meeting goals

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Identifying Funding Sources

• First Know yourself, your needs and your desired
  outcomes
• Develop broad terms to describe your idea,
  community, faculty, students...
• What do you want to do for whom?
• How will you do it, who will do it, what do you
  need to do it, how much will it cost?
• What are the long short term benefits
• Who are you
• Idea Keyword Worksheet (Wkst A)
• Evaluate your competitiveness

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• Second Identify all possible prospects and
  analyze them
• Use secondary sources
• Databases, directories, newsletters, friends
• Keyword searches to establish field
• Evaluate each hit carefully
• Select agencies, rank by likelihood, type and
  location
• Funder Identification Worksheet (Wkst B)

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• Directory and Database Publishers
• Foundation Center, Taft, Dialog, Education
  Funding Research Council, Oryx Press, Government
  Printing Office, individual agencies, membership
  programs . . .
• Newsletter Publishers
• Capital Publications Inc., CD Publications, Taft
  Group, individual agencies, membership programs,
  and others . . .

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• Look at their
• Program goals
• Areas of interest
• Types of support
• Eligibility requirements and limitations
• Average, largest smallest grants
• Application process
• Due dates
• Awards list

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• Third Get to know prospects well
• Collect primary source materials
• Agency publications, sample application
• Print or internet
• To Learn
• what they wants to accomplish and what they
  expect from you
• who and what they have funded recently
• preferred format/content of proposal

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• Fourth Make choices
• Refine list
• Refine idea
• Plan customized proposals for each potential
  funder

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Federal Agency Review

• Arts Communication
• Business
• Education
• Humanities Social Sciences
• Science Health

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Arts Communication

• Agency for International Development
• Corporation for National and Community Service
• Corporation for Public Broadcasting
• Institute of Museum Services
• National Endowment for the Humanities
• National Endowment for the Arts
• Smithsonian Institution
• U. S. Department of Commerce

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• U. S. Department of Education
• U. S. Department of State
• U. S. Department of Transportation
• U. S. Arms Control and Disarmament Agency
• United States Information Agency
• United States Institute of Peace
• Woodrow Wilson International Center for Scholars

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Business

• Agency for International DevelopmentCorporation
  for National and Community ServiceNational
  Science FoundationSmall Business
  AdministrationSmithsonian InstitutionSocial
  Security AdministrationU. S. Department of
  Housing and Urban Development

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• U. S. Department of DefenseU. S. Department of
  EducationU. S. Department of Veterans AffairsU.
  S. Department of CommerceU. S. Department of
  StateU. S. Department of Transportation

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• U. S. Arms Control and Disarmament AgencyU. S.
  Department of LaborUnited States Institute of
  PeaceUnited States Information AgencyWoodrow
  Wilson International Center for Scholars

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Education

• Agency for International DevelopmentCorporation
  for National and Community ServiceNational
  Institute for LiteracyNational Science
  FoundationSmithsonian InstitutionU. S.
  Department of TransportationU. S. Department of
  StateU. S. Department of Commerce

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• U. S. Department of EducationU. S. Arms Control
  and Disarmament AgencyU. S. Department of
  Housing and Urban DevelopmentU. S. Department of
  LaborUnited States Information AgencyUnited
  States Institute of PeaceWoodrow Wilson
  International Center for Scholars

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Humanities Social Science

• Administration for Children and FamiliesAgency
  for International DevelopmentArmy Research
  Institute for Behavioral and Social
  SciencesCenters for Disease Control and
  PreventionCorporation for National and Community
  ServiceKennan Institute for Advanced Russian
  Studies

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• Legal Services CorporationNational Institute for
  Literacy National Historical Publications and
  Records CommissionNational Endowment for the
  HumanitiesNational Science FoundationNational
  Institutes of HealthNational Endowment for the
  ArtsOffice of the Assistant Secretary for Health

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• Smithsonian InstitutionSocial Security
  AdministrationSubstance Abuse and Mental Health
  Services AdministrationU. S. Department of
  TransportationU. S. Department of Health Human
  ServicesU. S. Department of Veterans AffairsU.
  S. Arms Control and Disarmament Agency

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• U. S. Department of CommerceU. S. Department of
  EducationU. S. Department of StateU. S.
  Department of The InteriorU. S. Department of
  JusticeU. S. Department of LaborU. S.
  Department of DefenseUnited States Institute of
  PeaceUnited States Information AgencyWoodrow
  Wilson International Center for Scholars

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Science Health

• Administration for Children and FamiliesAdvanced
  Research Projects AgencyAgency for Health Care
  Policy and ResearchAgency for International
  DevelopmentAgency for Toxic Substances and
  Disease RegistryAir Force Office of Scientific
  ResearchArmy Research Institute for Behavioral
  and Social Sciences

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• Army Medical Research and Materials
  CommandCenters for Disease Control and
  PreventionCorporation for National and Community
  ServiceEnvironmental Protection AgencyFood and
  Drug AdministrationHealth Resources and Services
  Administration

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• National Research CouncilNational Institute of
  Standards and TechnologyNational Oceanic and
  Atmospheric AdministrationNational Institutes of
  HealthNational Aeronautics and Space
  AdministrationNational Science FoundationOffice
  of the Assistant Secretary of Health

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• Research and Development LaboratoriesSmithsonian
  InstitutionSocial Security AdministrationSubstan
  ce Abuse and Mental Health Services
  AdministrationU. S. Department of CommerceU. S.
  Arms Control and Disarmament AgencyU. S.
  Department of State

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• U. S. Department of EducationU. S. Department of
  TransportationU. S. Department of DefenseU. S.
  Department of Veterans AffairsU. S. Department
  of AgricultureU. S. Department of EnergyU. S.
  Department of the InteriorU. S. Department of
  Health and Human Services

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• U. S. Army Research OfficeUnited States
  Information AgencyUnited States Institute of
  PeaceWoodrow Wilson International Center for
  Scholars

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Sample Searches

• OSP Databases
• CD-ROM Databases in OSP
• FC Search (The Foundation Center)
• Dialog OnDisc (Dialog Corp Oryx Press)
• CFDA Data System (GSA)
• Internet
• GrantSearch (Office of Federal Programs)
• Online Guide to Federal Compliance (Thompson
  Publishing Group)
• GrantSelect (Oryx Press)

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• GrantSearch
• http//www.aascu.org/ofp
• FC Search

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BREAK
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Proposal Development

• Strategy and Process
• Sections of a Proposal
• Reviews and Submission
• After Submission

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Strategy and Process

• Prepare yourself professionally
• Publications, presentations, appointments,
  associations
• Start small -- WPU seed funds -- then
  developmental funds before seeking the large
  grant
• Consider how to divide research or project so it
  can develop over time

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• Process in developing a proposal 6 steps
• Call funder
• Write, budget, get details, write more
• Critical review and feedback
• Prepare final package
• Obtain approvals and signatures
• Mail/Submission

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• Call funder
• Get acquainted talk to key people (program
  officers, directors, managers, trustees)
• Discuss enough of your project to be certain the
  prospect is appropriate, of the proposal format
  and review process, get their spin on agency
  program
• Ask his/her advice

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• Write, budget, get details, write more
• Follow Application or RFP Guidelines
• Preferred format sections and length
• Determine which sections are most important to
  concentrate your writing
• Forms and attachments, sample proposals
• Collect and use substantive, documented support
  for project
• If no guidelines, use format that seems right

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• Sections of a proposal
• Introduction to you and the project
• Cover sheet, table of contents, abstract or
  summary, agency information, forms
• Narrative
• Needs benefits assessment, credibility, problem
  statement, goals objectives, activities,
  personnel, timeline, evaluation, dissemination,
  future plans
• Budget
• Attachments

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• Critical review and feedback
• Proposal review criteria
• Broad agency division goals and mandates
• Funding program goals objectives
• Your agencys mission, goals objectives
• Reader(s) -- choose appropriately, listen

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• Prepare final package
• Polish narrative overall presentation
• Letters of support from partners, institution
• Appendices
• Final reading by others

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• Obtain Approvals and Signatures
• Review committees and special needs
• Be aware of their time and information needs
• Institutional review
• Department Chair, Dean
• OSP, Business Services, Provosts Office

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Grant Approval Sheet

• Summarizes key elements of the proposal
• Assists in time management
• Assists in final review process
• OSP will help identify special review needs,
  support docs
• Project Director obtains Chair Dean Signatures
• Due in OSP 10 days before due date to
• obtain VP Administration Finance and the
  Provosts signatures
• signatures on grant
• assemble packet submit

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• Mail/Submission
• OSP makes copies and arranges mailing/delivery
• OSP submits electronically and mails signatures

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After Submission

• Follow-up
• Foundations, Corporations Call, then wait
• Public Agencies Wait, then call
• Keep Busy
• Work on your project
• Work on something else
• Work on related aspects to your project
• Prepare and submit additional proposals