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Illinois Federal Grants Academy Jay Readey, JD, MBA April 15, 2010
Acknowledgments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introductions ,[object Object],[object Object],[object Object]
Workshop overview ,[object Object],[object Object],[object Object],[object Object],[object Object]
Workshop overview, C’td ,[object Object],[object Object],[object Object],[object Object]
Assess Your Organizational Capacity And Make Appropriate Adjustments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Building off-the-shelf content ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Proposal Concept ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Building a Timeline ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Letters of Support ,[object Object],[object Object],[object Object]
The Outline
Review the RFP or NOFA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Working Outline ,[object Object],[object Object],[object Object],[object Object],[object Object]
My Outline - Sample ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where do I begin? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Needs Assessment and Goals
Developing a Statement of Need ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Needs Statement, C’td ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
8 Approaches to Documenting  Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Needs Statement Worksheet :
Logic Modeling ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Strong Program Logic Model Goals and Objectives Ongoing Evaluation * Adapted from the University of  Wisconsin Extension Program Action Model
Be Able to Articulate the  Flow of Your Program Operations* *Adapted from U.S. Department of Labor  Ready4Work Program Model
Goals and Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Goals and Objectives ,[object Object],[object Object]
Difference Between Goals and Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Objectives Are… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Maintain the flow! ,[object Object],[object Object]
Two Types of Objectives ,[object Object],[object Object],[object Object],[object Object]
Process Objectives ,[object Object],[object Object],[object Object],[object Object]
Outcome Objectives ,[object Object],[object Object],[object Object],[object Object]
Links Between Process and Outcomes ,[object Object],[object Object],[object Object],[object Object],[object Object]
Methods ,[object Object],[object Object],[object Object],[object Object],[object Object]
Methods ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Write it.
Tell a story ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Proposal
A “live” proposal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Point of View ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Evaluation
Conduct Ongoing Evaluations ,[object Object],[object Object],[object Object],[object Object],[object Object]
Writing the Evaluation Section ,[object Object],[object Object],[object Object],[object Object]
Writing the Evaluation Section ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Qualitative Evaluation Tools ,[object Object],[object Object],[object Object],[object Object],[object Object]
Writing the Evaluation Section ,[object Object],[object Object],[object Object],[object Object],[object Object]
Quantitative Evaluation Tools   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Plan for Sustainability
Sustainability ,[object Object],[object Object],[object Object]
Sustainability – Future Sources of Revenue ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Developing the Federal Budget
The Grant Budget ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dialogue Between Program Staff and Budgeting Personnel ,[object Object],[object Object],[object Object],[object Object]
Cost Principles
Cost Principles ,[object Object],[object Object],[object Object],[object Object],[object Object]
Allowability of Costs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reasonable Costs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Allowability of Costs ,[object Object],[object Object]
Unallowable Costs: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Indirect Costs ,[object Object],[object Object],[object Object],[object Object]
Indirect Costs: Facilities ,[object Object],[object Object],[object Object],[object Object]
Indirect Costs: Administration ,[object Object],[object Object],[object Object],[object Object],[object Object]
Indirect Cost Rate: Simple Calculation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Matching and Cost Sharing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Matching and Cost Sharing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Matching and Cost Sharing ,[object Object],[object Object],[object Object],[object Object]
Allowable Federal Rates ,[object Object],[object Object],[object Object],[object Object],[object Object]
Budget Narrative Principles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Budget Narrative Principles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Budget Narrative Principles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Budget Narrative Principles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Item Computation Cost Liability Insurance $1,000/year (total)/4.0 FTEs = $250 for 1.0 FTE x 50% grant allocation $125 National Association Membership $100/year x 100% $100 Total $225
Thank you! Questions? [email_address]

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The Grants Academy

Editor's Notes

  1. -I’d like this to be fun and interactive -Mostly, I’d like you to be empowered and have the confidence to try -We are all lifelong learners, right -Be able to compete for a federal grant is essentially the subset of a well-run organization. You won’t be able to submit a successful grant, if you organization is not achieving programmatic outcomes or if it does not have the proper financial management in place. -Honestly, you need to be driven to do this successfully, which leads us to the first topic - Motivation
  2. -I’d like this to be fun and interactive -Mostly, I’d like you to be empowered and have the confidence to try -We are all lifelong learners, right -Be able to compete for a federal grant is essentially the subset of a well-run organization. You won’t be able to submit a successful grant, if you organization is not achieving programmatic outcomes or if it does not have the proper financial management in place. -Honestly, you need to be driven to do this successfully, which leads us to the first topic - Motivation
  3. What are the basics you have ready to go for your department? – go around the room.
  4. Have a year-round process to pull off the shelf.
  5. This isn’t like writing a foundation grant, well at least not exactly.
  6. Use DOL example of where to start -Begin small group breakouts to learn how to manage the RFP. -Small group questions (you have 5 minutes to answer and report back): Group 1. Describe the format of the proposal (e.g. page length, etc.) Group 2. Describe when it is due and how you will get it to where it needs to go Group 3. Who can apply? Group 4. What do you do with letters of support? Group 5. What is the duration of this grant? Summarize whether grantees can expect funding beyond the initial duration of the grant. What we learned: -where these questions about the proposal content (no). You can be the most brilliant practitioner in the entire world, it you don’t know how to follow instructions, you will fail.
  7. Now that you know you want to apply for a federal grant at some point, here is where you need to start.
  8. What are we trying to achieve?
  9. What are we trying to achieve?
  10. Discussion – who is your planning team and why
  11. Discussion on NOFA topics: -Ask groups for examples of ‘point of view’ -My examples: -compassionate capitalism -prisoner re-entry (note how many pages are devoted to DOL’s point of view) -Other examples: best practices, early intervention, evidence-based approach, positive youth development
  12. Example: salary payments for a counselor to developmentally disabled clients in a job training and workforce readiness grant Credits: rebates, refunds, insurance proceeds
  13. Advertising: Exceptions for recruiting, procurement and surplus disposal necessary for performance of an award Capital Expenditures: not without prior approval, unless < $5000 for special purpose equipment (e.g., X-rays) Interest only in limited instances of post-award financing
  14. Note hidden slides that people can look at in the handout, especially different methods and the tension between keeping 990 M&G down and recovering enough indirect costs from federal grants
  15. Note hidden slide in handout