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  • Over 66,000 foundations in US
  • Not uncommon for family and corporate foundation to limit grants to organization located in regions, state, city or towns where they do business. What activities the funder will and will not fund – Fund tutoring, scholarships, construction, funding categories, populations
  • IRS Form 990 – How foundation distribute funds – Who, Size, duration Get copy of 990 by contacting IRS, directly form the public charity or Internet databases such as Guidestar (www.guidestar.org)
  • Letter of Intent or Inquiry Often foundation and cooperation request a letter of intent to screen out projects that do not meet their funding guidelines and avoid length proposal writing. Funder may also want to preselect projects in which it has an interest and request full proposals Letters of Intent are brief and should be written on letterhead
  • A needs statement is a detailed account of the problem you plan to address. If reader does not understand and agree with your presentation of need (problem) He/she will not pay much attention to the rest of your proposal. A need statement describes a critical condition or set of condition or a social need affecting certain people or things in a specific place at a specific time. Answers the question…What is the community need to be addressed?
  • Effective needs statements do not focus on needs of your organization…. Make sure all data are well documented. Use stories and examples. Focus your explanation of the need on the geographic are you can serve. Eliminate jargon and acronyms
  • Use statistics judiciously…Do not use dramatic figures that paint a negative picture of an area or target population just to demonstrate how bad things are. May backfire…. Tie statistics directly to the problem that you are trying to solve. Start a file that includes items such as statistical data, reports, newspaper articles, white papers and other pertinent info you come across throughout the year.
  • Solution: What are you going to do to fix “the Need” Review of literature- Why did you decide on this solution? What are the best practices? Goals/Objectives/Activities/Outcomes – how are you going to accomplish the project Program/Project personnel – Who is going to administer the project? What are there qualifications? Timeline/Schedule of Activities- When will the project take place? What are the mile stones?
  • Links Goals, Objectives, and Activities to timeframe. Describe in narrative format (Broadly---not each activity) During year 1
  • Estimate project length six months or a year.
  • Budget detail should include what is covered under indirect costs. For example, if telephone is covered as a direct expense it should not be covered included in indirect costs. Indirect costs are usually calculated as a percentage of total direct costs. Indirect costs can range from as little as 5 percent for a charter school to as much as 60 percent for a major university. Your agency may already have an approved indirect cost rate from a state or federal agency. Contact your business manager or contact the US Office of Management and Budget or your state’s Fiscal Agency.
  • Cash Match: When your are trying to find available money for hard cash match, check with financial officer and
  • Most government and foundation funders give a list of what they wish to receive in the appendixes. But most corporations do not.
  • Brief one page review of what the reviewer will find in the application/proposal Written after grant narrative Key sentences from the main sections
  • Decide early in the process Fiscal sponsors occurs when an organization that applies for grant funding uses another organization to serve as its agent for the receipt and management of grants funds. Meet all deadlines Allow time for all signatures, mail delivery, postmark dates Registration process Submittal requirements: special sing-off , notarized copies of the board minutes and resolutions that authorize you organization approval, letters of commitment form consortia members
  • Foundations and state and local government review quicker than federal government. Federal government six to 12 months Amount of points assigned to each session indicates importance
  • Staff- How salary is distributed across funding streams (time and effort) reports Federal grants regulated by OMB circulars

Northwestern Oklahoma Economic Development Federal and State ... Northwestern Oklahoma Economic Development Federal and State ... Presentation Transcript

  • Northwestern Oklahoma Economic Development Federal and State Initiatives Grant Writing Workshop
    • Sheryl Hale, Ed.D.
    • [email_address]
    • 405-743-5553
    • Linda Mason, Ed.D.
    • [email_address]
    • 405-225-9486
  • Agenda
    • Types of Grants
    • Locating Grants
    • Assessing Eligibility
    • Planning a Grant
    • Writing the Grant
    • Proposal Review and Follow-up
    • Grant Management
    • Hiring and Selecting Grant Writers
  • Types of Grants
    • Monetary award given by a government agency, foundation, corporation or other entity to fund a particular project
    • Generally given to organizations as opposed to individuals
  • Categories of Support
    • Operating – running program to meet community needs
    • Special Project – new project or project with limited timeframe
    • Capital/Equipment – specified amount for construction, renovation, expansion, purchase land or equipment
    • Endowments - planned gifts, will or trust
  • Basic Grant Sources
    • Government - Federal, State, Local
    • 26 Federal Agencies (900 programs)
    • Foundations
    • Second-largest source
    • Direct Corporate
  • Assessing Funding Eligibility
    • Eligibility
      • Type of organization
      • Geographic restrictions
      • Population
    • Size of Award
      • Sufficient amount to complete program activities
      • Number of grants
      • Award size and duration
    • Project Focus
      • Project complements funder’s goals and priorities
  • Assessing Funding Eligibility cont.
    • Type of Activity
      • Specified use of funds
    • Restrictions
      • Matching funds
      • Expenditure limitations
      • Evaluation requirements
  • Searching For and Locating Grants
        • Finding the right grant opportunity is most of the time
        • consuming work in grantsmanship. Plan to spend at least
        • half your time in:
        • finding the agency
        • investigating previous projects that the agency has funded
        • learning about the grant proposal requirements
        • Become familiar with your chosen grant funders.
        • Search locally first.
  • Hunting For and Locating Grants
        • SHOTGUN APPROACH vs. RIFLE APPROACH
        • SHOTGUN : Shoot a scatter shot and see what falls out.
      • Look for funding agencies, investigate what they fund, and apply for something from the agency. Your goals are broad enough to be modified to fit their goals.
        • RIFLE : Take careful aim at one specific target.
        • Look for funding agencies that fund only what you want.
        • Search for an exact match to fund your project using your
        • specifically stated goals.
  • Search Engines
    • A search engine is a data base that you may use to
    • find information by using key identifying terms.
    • COS – Community of Science @ www.cos.com
    • SPINPlus – InfoEd @ www.infoed.org
    • Foundation Center Online - fconline.fdncenter.org/
    • Foundation Grants to Individuals - gtionline.fdncenter.org/
    • Grant Services – www.grantservices.com
    • FedBizOps - www.fedbizopps.gov/
    • Charity Channel – charitychannel.com
    • Google – www.google.com
  • Grant eNewsletters
    • All funding agencies and most foundations send eNewsletters
    • with their grant information.
    • Grant Opportunities for Oklahoma Higher Education – www.okhighered.org/grant-opps/ (weekly announcements)
    • Philanthropy News Digest – foundationcenter.org
    • Philanthropy News Network Online - pnnonline.org
    • Chronicle of Higher Education - chronicle.com/
    • Don Peek (schools) – www.schoolfundingcenter.com
    • Faith Based and Community Initiatives Digest - [email_address]
  • Grant Resources
    • Grant Opportunities for Oklahoma Higher Education – www.okhighered.org/grant-opps/ (click on Grant Resources)
    • Cleveland State University - www.csuohio.edu/uored/FUNDING/other-fs.html
    • National Endowment for the Arts - http://arts.endow.gov/federal.html
    • Grant.gov (all federal grants)- www.access.gpo.gov/su_docs/fedreg/frcont07.html
    • Funders Online (Europe’s philanthropists) - www.fundersonline.org/grantseekers/
    • FundsNet Online - www.fundsnetservices.com/
    • Open Directory - dmoz.org/Society/Philanthropy/Grants/Grant-Making_Foundations/
    • Oklahoma Foundations – www.grantmakersofoklahoma.org
    • Foundation Data Book (all foundations by state)- www.foundationdatabook.com/
  • 5 Top Ways to Get Funded
    • Read the RFP.
    • Read the RFP.
    • READ THE RFP.
    • READ THE RFP!
    • READ THE RFP!!!
  • Information Sources
    • Annual Reports
    • Federal Register Notice - www.access.gpo.gov/su_docs/fedreg/frcont07.html
    • Catalog of Federal Domestic Assistance - 12.46.245.173/cfda/cfda.html
    • IRS Form 990 – www.grantsmart.org
    • Funder Guidelines
    • Agency Website
    • Foundation Directory – foundationcenter.org
    • Contact the Funding Agency
  • Additional Considerations
    • Necessary resources to implement the project and evaluate its progress?
    • Staff expertise to develop and implement the project?
    • Proper facilities and resources?
    • Value of the project? Replication? Reinvention?
    • Sustain project beyond funding?
    • Time and resources to write and implement?
  • Letters of Inquiry
    • Alternative to a call or visit
    • (Investigate organization to find preference)
    • Do homework before the letter for previous funding history,
    • types of projects, amounts
    • Provide information about your organization
    • Provide information about your proposed project
  • Letters of Inquiry
    • 1-2 pages!
    • Par 1 -- Who are you? Mission, organization, you are seeking funds
    • Par 2 -- Why this agency? You understand their priorities
    • Par 3 -- What is the need? Clear and brief
    • Par 4 -- What's the plan? Bullet goals/objectives
    • Par 5 -- Why fund you? Uniqueness, qualifications
    • Par 6 -- How much? Broad categories
    • Par 7 – Closing – thank you, contact information, whether you will follow up with a phone call
  • Letters of Intent
    • Introduction
      • Why you are writing
      • Mission and population served
    • Project Description
      • Link funder’s priorities and project goals
    • Needs
      • Demographic and statistical evidence
    • Solution
      • How it addresses need
      • Best practices
    • Project Plan
      • Activities, timetables, methodology
    • Organizational Capacity
      • Ability and commitment
      • Previous work and staff qualifications
    • Budget
      • Funding request, organizational support and other resources
    • Sustainability
      • Project continuation
  • Planning the Grant
    • Planning and Development
      • Start with an innovative idea that addresses a specific challenge and/or need (purpose).
      • Start documenting need. Social/Economic Costs, Beneficiaries, Nature of the Problem, Impending implications?
      • Scan and identify grant opportunities.
      • Target a grant
        • Make sure your focus aligns to the grant criteria
        • Make contact with grantor agency!
      • Review successful and recent awards.
      • Identify partners, define roles and build partnerships as well as community support.
  • Key Planning Questions
    • What new projects (or program expansions) are you planning for the next two to three years?
    • Which projects are most compatible with your current mission and purpose?
    • Who else is doing this project or similar projects?  
    • What need/community need does each of your projects address?
    • What would an improved community/situation look like?
    • How can your organization/project improve the situation?
    • What members of your community – including civic leaders and groups, political figures, the media, professional organizations, and your own clients could support the project?
    • Does your organization currently have the expertise to undertake each project?
  • Proposal Components
    • Organization/Partner Descriptions
    • Proposal Summary/Abstract
    • Statement of Need – Problem and Background
    • Project Description: Goals and Objectives
    • Methodology (Design and Timeframe)
    • Evaluation - Outside Evaluators, Quantitative and Qualitative Measures Aligned to Goals
    • Budget and Sustainability
    • Attachments – Commitment letters, Resumes, Charts — All Partners and Industry
  • Compelling Needs Statements Heart of your entire case for support!
  • Key Considerations
    • Relate need, have clear relationship to your organizations mission and goals.
    • Focus on need in the community, target population or clients.
    • Support need with evidence.
      • statistical facts, expert testimony, literature
    • Be consistent with entity’s ability to respond.
    • Make proposal easy to read and understand.
  • Using Statistics
    • Statistics Tell
      • How much? How many? How often?
      • How severe? How costly?
    • Sources
      • US Census Bureau: www.census.gov
      • Bureau of Labor Statistics: www.bls.gov
      • Oklahoma Department of Commerce: www.okcommerce.gov
      • Employment Security Commission: www.oesc.state.ok.us
      • Oklahoma Regents for Higher Education: www.okhighered.org
      • Local universities, school districts
      • Local Chambers of Commerce, nonprofits, professional associations
  • Creating Sense of Urgency
    • Statistics
      • Approximately ___women were murdered in the US by their husbands or boyfriends in 1993.
    • Leader/Expert Quotes
      • Dr. Flock said children who witness spouse abuse have a ___ percent chance of ….
    • Case Statements
      • Mary Quick, a typical Family Outreach Center client, suffers from …..
    • National Need Compared to Local Need
      • In the US, is estimated that ___percent of teenagers have tried drugs by age 17; this means that at Glory Side school ___ of seniors may have…..
  • Questions to Consider
    • Who are the people with the need?
    • Where are the people with the need?
    • What is the need?
    • When is the need evident?
    • Why does the need occur?
    • What evidence do you have to support your claim?
    • What are the consequences of the need?
    • How is the need linked to your entity?
  • Sample Needs Statements (see handouts)
  • Student support to go to college…
    • When 24-year-old Tyesh Penn decided to attend Tulsa Community College – Metro Campus (TCC-Metro), she almost quit before walking through the door. Trying to navigate the complexities of enrollment through the Internet, Tyesha, an African-American single mother of two, found the process overwhelming. “I was confused,” she says. “I wanted to go back to school for a better future for my kids, but I felt like I was in over my head.” With an income of…
  • Undergraduate research and education for science, technology, engineering and mathematics student majors…..
    • Seventy-five percent of high school seniors intend to go to college. Of those, 43 percent actually enroll in college, and one-third of these becomes a STEM (science, technology, engineering and mathematics) majors (Science and Engineering Indicators, 2002). College freshmen who plan to pursue a career in STEM disciplines too often become discouraged, sidetracked into other majors, or committed to other life-style choices and fail to matriculate to graduation. Regional universities in Oklahoma retain 67 percent of all first year, full-time freshmen, but graduate only 29 percent (OSRHE 1999-2000). Barriers to retention of all students in college apply as well to STEM students…
  • Medical research project…
    • Drug treatment has fallen short of getting most treated hypertensive to go (BP below 140/90 mm Hg). A highly promising behavioral treatment is guided breathing, which involves a device that guides the patient to slow the breathing rate 6 to 10 breaths/minute (the typical respiration rate is 16 breaths/minute or more). The guided breathing intervention is typically used….
  • Tutoring program for at-risk students….
    • The Johnsonville School District has the highest high school dropout rate in the state of Texas. The district has found that the three most common reasons students drop out of high school are failing grades, a lack of interest in school, and a lack of parental support. To combat the dropout problem, the Johnsonville School District is seeking grant funding to implement the Stay in School Program district-wide. The program will…..
  • Project Plan or Description What you plan to do to address the need.
  • Project Description
    • What?
      • Goals and Objectives
    • Why?
      • Best Practices/Effectiveness
    • How?
      • Tasks/Activities
    • Who?
      • Program Personnel
    • When?
      • Time Line
  • Effective Goals/Objectives
    • Goals - Broad statements reflecting ultimate results of accomplishment.
      • Decrease dropout rate….
    • Objectives – Measurement of what the organization will do to accomplish goal.
      • Hold 54 tutoring sessions for….between Sept. and May 07
    • Activities Specific Tasks or Strategies Implemented.
      • Design and develop tutoring model …..
    • Outcomes – Measure change as a result of project.
      • 85% of students participating in….returned to school…
    • Q: How many grant writers does it take to
    • change a light bulb?
    • A: 100. Ten to do it, and 90 to write document number GC7500439-001, Multitasking Incandescent Source System Facility, of which 10% of the pages state only "This page intentionally left blank", and 20% of the definitions are of the form "A ------ consists of sequences of non-blank characters separated by blanks".
  • Project Personnel
    • Who will manage the project?
    • Who will be involved in the project?
    • What are their qualifications?
    • What are their responsibilities?
    • What is the management/organizational structure for the project?
    • Are you using existing personnel or hiring someone after the award? If hiring, add a job description
  • Project Personnel Documentation
    • Assure funding agency you have the qualified staff to carry out the project.
      • Job Description
      • Vita or Resum e
      • Key Responsibilities
      • Project Experience
      • Organizational Chart
  • Questions to Consider
    • Are goals/objectives/activities logically derived from needs statement?
    • Have you explained why you selected activities or methods?
    • Is the timing and order of events clear and understandable?
    • Is it clear who will perform specific activities?
    • Are proposed activities feasible considering resources?
    • Is the proposal easy to read? Use simple and direct language. www.plainlanguage.gov/
    • A grant writing professor was lecturing to his Federal and State Initiatives workshop one day.
    • “ Use the Plain English style to write clearly. In English," she said, “A double negative forms a positive. In some languages, though, such as Russian, a double negative is still a negative. However, there is no language wherein a double positive can form a negative." A voice from the back of the room piped up, "Yeah, right."
  • Evaluation Plan Documenting Results and Impact
  • Evaluation Benefits
    • Strengthens proposals in eye of reviewers.
      • What works best.
    • Learn what is going well and what is not.
      • Program improvement during the implementation
    • Ensures project is operating effectively.
      • Recipients of public trust.
    • Create a replicable model for others to use.
  • Planning Evaluation
    • What questions will evaluation answer?
    • What are the specific evaluation plans and time frames?
    • What data will be collected?
    • Who will be evaluated/what will be measured?
    • When will data be collected?
    • What strategies, tools, or instruments will be used?
    • Who will conduct the evaluation?
    • Who will write and receive the report?
    • How will the information be used to improve the project?
  • Evaluators
    • Internal versus external evaluator – or both
    • Funder requirements
      • External outside entity
    • Funding availability – rule of thumb approximately 10% of project cost
    • Qualified candidates
    • www.okhighered.org/grant-opps/ (click on Grant Writing Resources)
  • Assessment Measures
    • Quantitative
      • Number driven
      • Bottom line
    • Qualitative
      • Quality
      • Perceptions and experienced participants
      • Adjust programs and procedures
  • Evaluation Processes
    • Formative Evaluation
      • Ongoing process assessing project effectiveness
      • Regularly scheduled data collection
      • How well completing project activities
    • Summative Evaluation
      • Final results
      • Length of grant
      • Goals and Objectives
  • Project Timeline
    • Goal: Primary goal of the Meal Consortium is to allow homebound elders to live independently.
    • Objective: Reduce number of individuals leaving the Meal Consortium by 5 percent.
    Coordinator August 2005 2.a. Increase direct care services for 90%. Project Coordinator October 2005 1.a. Increase social service referrals and follow-up 75% of homebound elders. Responsibility Date (Year, Month, etc.) Activity
  • Timeline Sample
    • Activity Month 1 2 3 4 5 6 7 8 9
    • Hire coordinator ● ●
    • Recruit two social workers ● ● ●
    • Identify target elders ● ● ● ● ●
  • Budget Budget justifies expenses and aligns with proposal narrative.
  • Budgeting Steps
    • Establish budget period.
    • Estimate expenses.
    • Decide whether and how to include overhead costs. Remember that overhead costs are real!
    • Estimate donated goods and services based on real costs and valid sources.
    • Estimate project revenues.
  • Direct Expenses
    • Consider: Implementation, continuation, and phase-down costs.
      • Salaries and increases.
      • Utilities, insurance, rental space, and equipment.
      • Food, transportation, and telephone.
      • Evaluation systems, audits, accounting systems, and dissemination activities.
      • Materials and supplies.
  • Indirect or Overhead Costs
    • Shared by all of the program and entity but difficult to assign specific amounts to any one program.
      • Liability Insurance
      • Copier Lease
      • Financial Management
    • Recovery of indirect costs.
      • Funders guidelines
      • Organization guidelines
  • In-Kind Matching Funds
    • Read funder’s definition carefully.
      • Can the match be an in-kind contribution (i.e., soft cash or services)?
        • Personnel • Contractual
        • Fringe benefits • Construction
        • Travel • Miscellaneous
        • Equipment • Indirect costs Charges waiving or
        • Supplies reduction
  • Cash Match
    • Cash match (hard cash)
    • Work with business manager to explore:
      • General operating funds
      • Specialized allocations
      • Other state or federal grants (allowable)
      • Private sector grants
      • Set up a fund internally for matching
  • Budget Principles
    • 0 mistakes! (at least 3 proofers)
    • Consistent format – numbers, dollar signs, decimals, commas
    • Ask for enough, but just enough.
    • Clearly justify your figures with real estimates, real travel locations, real mileage, real salaries (no estimates).
    • Tell your story. If someone cannot understand your project from reading your budget, start over.
    • Include ALL project costs, ALL internal contributions, ALL partner contributions, and plans for sustaining the project.
    • When you do not have a person hired for a position, include a clear job description.
  • Sample Budget
  •                   1,110,000 1,050,000 1,000,000 833,000 667,000 508,387 252,422 TOTAL 125,000 120,000 138,000 92,000 60,000 51,031 33,036 Community 170,000 160,000 140,000 90,000 20,000 25,760 18,428 Other Foundations     50,000 80,000 120,000     This Grant 210,000 200,000 195,000 185,000 145,000 95,751 11,500 Corporations 200,000 190,000 182,000 182,000 182,000 232,938 70,000 United Way 175,000 170,000 120,000 77,000 40,000 20,000 26,600 Major Donors 110,000 100,000 75,000 57,000 50,000 43,211 57,414 Events 120,000 110,000 100,000 70,000 50,000 39,696 35,444 Direct Mail 2004 2003 2002 2001 2000 1999 Actual 1998 Actual Income from Fundraising     Period of Grant      
  • Budget Presentation
    • You should present your budget in four different
    • ways:
    • Narrative format (a short summary that refers to percentages and precedes the standard format).
    • Visual format , such as a pie chart that reflects the percentages mentioned in the narrative.
    • Standard numerical format.
    • Budget justification (details about each numerical item and follows the standard format).
  • Preceding Narrative
    • The overall annual budget for the Center for Women and Children is projected to be $465,000. Of this amount 53% is for salaries and benefits, 37% is for programs and services to women and children, and 10% is for administration and fundraising expenses.
  • Visual Format
  • Standard Form (usually provided)
    • Item Annual Expense
    • A. Personnel (Salaries, Wages)
        • Executive Director $65,000
        • Administrative Assistant, .5 FTE $22,000
        • Program Director $38,000
        • Program Assistant $32,000
        • Development Director $38,000
        • Membership Coordinator $32,000
        • Office Assistant $26,500
        • Total Personnel $183,500
    • B. Benefits Medical/dental coverage $22,000 
    • C. Contractual
        • 1. Web design and maintenance $11,500
        • 2. Accounting (monthly) $ 500
  • Budget Justification
    • Thoughtful narrative per each item
    • Summary overview
    • Discuss any significant increases or decreases compared with last year's or next year's budget
    • Important figures (such as a high per unit cost).
    • For example, if your $250,000 organization has a $75,000 increase in rent, explain why.
  • Sample Budget Justification
    • Executive Director, Dr. Joan Smith The budget
    • request is for 1.0 FTE director @ $65,000 annual
    • salary plus fringe at 22%.
    • Administrative Assistant, Ms. Mary Smith The
    • budget request is for .5 FTE administrative assistant
    • @ $47,500 annual salary plus fringe at 20%. She
    • will be .5 FTE for the Oklahoma GEAR UP
    • program, also. Office space is being contributed to the project by the Oklahoma GEAR UP program.
  • Get Budgeting Help
    • If you are new to budgeting or want to take a moment to be sure that you are up-to-speed on preparing a budget, there are sources available on-line that have good budget examples. One tutorial may be found at the Foundation Center's website http:// fdncenter.org/learn/classroom/prop_budgt/index.html  
  • Management Plan
    • How organization is structured and the resources available.
      • Key personnel
      • Organizational structure
      • Finance
      • HR
      • Unique features, i.e. volunteers, student workers, leveraging other workers
  • Dissemination Plan
    • How will you share information about project discoveries and resources?
    • Who will you target?
    • What communication tools will you use?
      • State and national conferences
      • Publications, i.e. journal articles
      • Newsletters
      • Web Sites
      • Pod casts, Wikipedia, Blogs, Webinars
      • Interactive Television
      • Commercial Television Ads or PSA’s
      • News releases
      • Newspaper Ads
      • Community Organization Meetings
      • School Classes
      • Speakers’ Bureau
  • Supporting Documentation
    • Common requests
      • Organization's IRS determination letter
      • DUNS number – fedgov.dnb.com (Dun & Bradstreet)
      • Central Contractor Registry (CCR) – www.ccr.gov – E-Business POC – M-PIN password
      • AOR – Authorized Organization Representative
      • Board members and affiliations
      • Organization’s budget
      • Organization brochure/current newsletters
      • Latest annual report
      • Strategic plan
      • Supplemental funding sources
      • Letters of commitment
  • Letters of Commitment
    • Must have substance!
    • Avoid duplicate wording
    • All partners
    • Include
      • Need perspective
      • Why proposal will solve need
      • What support will they provide the project?
        • Donate equipment/funding
        • Hire graduates
        • Identify participants
        • Serve on committees
        • Sustain after the grant period
  • Abstract or Summary
    • Proposal initiative
      • Project name, funding competition
    • Statement of need
    • Goals
    • Measurable objectives
    • Key activities
    • Impact on problem
      • What will improve and how many will project impact over project duration.
  • Abstract or Summary
    • Short – 1 paragraph to 1 page
    • This is the summary that is sent to your local congressional office, and they use it to send out news releases.
  • Submission Process
    • Oklahoma DOES NOT have a central point of contact requirement
    • Read submission requirements early
    • Individual or Partnership
      • Drives grant/process
      • Clearly defined roles
        • Lead organization
        • Subcontract
        • Fiscal sponsor
      • Plan Ahead (submit at least 1 week early)
      • Follow Funder Process
        • Application Instructions
        • Technical requirements
        • Checklist
        • Electronic (Electronic takes TIME, sometimes days or weeks!)
        • Paper
  • Double Check
    • Create checklist of required items and supplements.
      • Proposal elements
      • Criteria
      • Technical requirements (proof font, tabs, margins, style)
      • Submittal requirements (hard copy, e-copy)
      • Budget
    • Outside readers evaluate.
    • New pair of eyes to evaluate work. Get three persons to review: one close, one semi-close, and one cold. Try a teen ager or a grandmother.
    • Track submission with follow-up note, call, or electronic verification.
  • Review Process
    • Guidelines vary by entity
    • Selection criteria and scoring
      • Published in solicitation and federal register
    • Peer review
  • Become a Reviewer
    • WHY?
    • Learn to write grant proposals
    • Learn about the funded grants of the agency
    • Learn the process and improve your odds
    • Network with others like you
    • Simplify your writing
    • Provide a service
    • HOW?
    • Tell the recipient of a grant
    • Tell the funder, program director, head of agency
    • Apply online – provide a vitae and short synopsis of why you may be of help
    • Need not have grant experience, just content expertise
  • Life After the Grant
    • Grant is Accepted
      • YEAH!!!
      • Negotiated. This is VERY OK!!!
    • Grant is Rejected
      • Have 8 hours of depression and regroup.
      • Obtain reviewer comments.
      • Make personal visit.
      • All might not be lost...
      • Remember, REJECTION IS GOOD!
    • Write Thank You
      • In either case, keep writing. BE PERSISTENT!
  • Grant Administration
    • Financial Administration Critical
      • Determine allowable/unallowable costs
      • Maintain records
        • Financial and staff
        • Publicity
      • Determine cost accounting standards, OMB Circulars
      • Accounting
      • Procurement
      • Personnel
      • Property management
      • Travel
      • Reporting
  • Hiring and Selecting Grant Writers
    • Using an outside grantwriter may seem to be the best method of success in grant seeking. Ask:
    • Does our organization have the skills required for this project? (no = hired)
    • Is this a short term project or require long term commitment? (long term = in house)
    • Does this project require outside objectivity? (hired)
  • Hiring and Selecting Grant Writers
    • PROs
    • On time, on budget
    • Honest
    • Attention & time to project
    • Experience
    • CONs
    • External values
    • Have to gain knowledge
    • Lack of passion
    • Lack of relationships
  • Principles of Working With a Grantwriter
    • Prepare a one-page Scope of Work
    • Get referrals
    • Cost, Confidentiality Statement, Code of Ethics
    • Pay a fee, not a % - same if grant is funded or not
    • Interview 3 at your expense
    • Select based on chemistry! calendar, cost
    • Turn loose! Let the professional work.
    • Final report - hours spent on meetings, research, writing - costs of materials, postage, copying
  • Northwestern Oklahoma Economic Development Federal/State Initiatives Grant Writing Workshop
    • Sheryl Hale, Ed.D.
    • Innovative Programs, Research and Development
    • Oklahoma Department of Career and Technology Education
    • [email_address]
    • 405-743-5553
    • Linda Mason, Ed.D.
    • Coordinator for Grant Writing
    • Oklahoma State Regents for Higher Education
    • [email_address]
    • 405-225-9486
  • Book References
    • Joseph Barbato and Danielle S. Furlich , Writing for a Good Cause: The Complete Guide to Crafting Proposals and Other Persuasive Pieces for Nonprofits, Simon and Shuster, 2000.
    • David Bauer, The “How To” Grants Manual: Successful Grantseeking Techniques for Obtaining Public and Private Grants , 3 rd , Oryx Press, Phoenix, AR, 1995.
    • Alexis Carter Black, Getting Grants: The Complete Manual of Proposal Development and Administration, Self-Counsel Press, Bellingham, WA, 2006.
    • Bev Browning, Grant Writing for Dummies , 2 nd ., Wiley Publishing, Hoboken, NJ, 2005.
    • Mim Carlson, Winning Grants Step by Step , Jossey-Bass Publishers, San Francisco, 1995.
    • Arlen Sue Fox and Ellen Karsh, The Only Grant-Writing Book You’ll Ever Need, Publishers Group West, 2006.
    • Kenneth Henson, Grant Writing in Higher Education: A Step-by-Step Guide, Prentice Hall, 2003.
  • Interesting Articles
    • “ Hiring and Working With Grantwriters and Consultants: Know What You Need and Let Them Do It!” – Linda Hauser, Wednesday, May 04, 2005, http://charitychannel.com/.
    • “ Positioning Grant Writers For Success” - www.raise-funds.com/040202forum.html < http://www.raise-funds.com/040202forum.html >
    • “ The Buck Starts Here” – Karen Markin, The Chronicle of Higher Education , February 21, 2005.
    • “ Know the Process, Improve Your Odds” – Brian Cobb and Stacy Abate, February 22, 2006. http://charitychannel.com/.
    • “ Lessons in Evaluation: How Serving on Grant Panels Could Make You a Better Writer” – Jennifer Phelps, July 7, 2004, http://charitychannel.com/.
    • “ Lets Ask for One Million Dollars or Why Successful Grantsmanship Isn’t Like Buckshot” – Katherine Felts, April 8, 2003, http://charitychannel.com/.
    • “ Tips for New Grant Writers” – Shelly Uva, March 12, 2002, http://charitychannel.com/
  • Helpful Websites
    • Oklahoma State Regents for Higher Education - www.okhighered.org/grant-opps/
    • Training Videos - http://www.onenet.net/ops/streaming/brown_bag/brown_bag_index.html
    • The Art of Grantsmanship - http:// www.hfsp.org/how/ArtofGrants.htm
    • The EPA Grant Writing Tutorial -
    • http:// www.epa.gov/seahome/grants/src/msieopen.htm
    • The Foundation Center - http:// fdncenter.org /
    • Writing Winning Proposals, the US Department of Energy - http://www.leeric.lsu.edu/sample.pdf
    • Association of Fundraising Professionals - http://www.afpnet.org/