Grant Writing Workshop

1. Grant Writing Workshop Dr. Linda Mason Oklahoma State Regents for Higher Education http://www.okhighered.org/grant-opps/ lmason@osrhe.edu 405-225-9486

2. What you will learn: • 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

4. Grant proposal writing is EASY!

5. 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

6. Adventures in Grant Writing! Effective Planning –(satire) • http://www.youtube.com/watch?v=sCJOHUiYJ0M&NR=1&feature=endscreen

7. Types of Grants • Special Project – new project or project with limited timeframe: research, solving a problem, developing something new, recruiting… • Operating – running program to meet community needs • Capital/Equipment – specified amount for construction, renovation, expansion, purchase land or equipment • Endowments - planned gifts, will or trust, use the interest only, not the grant itself

8. US GIVING % of Total US Giving 35 14 11 9 8 8 5 5 2 2 1 Type of Recipient Religion Education Foundations Human Services Health Public and Society Benefit Arts, Culture, Humanities International Affairs Environment/Animals Individuals Unallocated Source – Giving USA Foundation, 2011.

9. Sequestering – March 3, 2013 • These cuts are currently slated to affect both mandatory and discretionary spending and are predicted to produce roughly $108 billion in annual spending reductions through 2021. • They are split evenly between defense and non-defense accounts • cuts from 5.1% to 20% right away and more through 2021 • Pell Grants large amount of the cuts

10. Locating Grants • Government - Federal, State, Local 26 Federal Agencies (900 programs) • Foundations - Second-largest source 238 Oklahoma Foundations; 75,000 private grant making foundations in the US • Direct Corporations or Philanthropists

11. Locating Grants ENTREPRENEURSHIP GRANT RESOURCES - FEDERAL • STARTUP AMERICA PARTNERSHIP - http://www.startupamericapartnership.org/ • NSF - NATIONAL SCIENCE FOUNDATION – Small Business Innovation Research, Small Business Technology Transfer –http://www.nsf.gov/funding/pgm_summ.jsp?pims_id=13371 • NIST – NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY - http://www.nist.gov/director/ocfo/grants/grants.cfm • EDUC – US DEPARTMENT OF EDUCATION - http://find.ed.gov/search?client=default_frontend&output=xml_no_dtd&proxystylesheet=default_frontend&q=BUSINESS+GRANTS&sa.x=34&sa.y=9 • US DEPARTMENT OF HEALTH AND HUMAN SERVICES – NIH NATIONAL INSTITUTES OF HEALTH - http://grants.nih.gov/grants/guide/search_results.htm?year=active&scope=rfa • SMALL BUSINESS ADMINISTRATION - http://www.sba.gov/teaming

12. Locating Grants ENTREPRENEURSHIP GRANT RESOURCES - STATE • OCAST OKLAHOMA CENTER FOR THE ADVANCEMENT OF SCIENCE AND TECHNOLOGY – http://www.ok.gov/ocast/ • i2E INNOVATION TO ENTERPRISE – http://www.i2e.org/ • EDGE ECONOMIC DEVELOPMENT GENERATING EXCELLENCE - http://www.ok.gov/edge/ • Partnerships with higher education institutions, i.e., US Department of Labor Trade Adjustment Assistance Community College and Career Training Grants Program - http://webapps.dol.gov/search/AdvSearch.aspx?search_term=TAACCCT&offset=0&agcoll=&agcate=&agency_name=DOL&submit1.x=24&submit1.y=9 • Higher education institutions’ CENTERS FOR BUSINESS AND ECONOMIC DEVELOPMENT

13. 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 to two thirds of 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.

14. Hunting For Grants SHOTGUN APPROACH vs. RIFLE APPROACH SHOTGUN: Shoot a scatter shot and see what falls. 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.

15. Locating Grants Plan a strategy for searching: • Pick the federal agencies that will serve you – read about them, talk to knowledgeable people • Pick 6-12 foundations that will serve you – read about them, ask people • Look at these resources on a regular basis, at least 1 x per month. http://www.grants.gov http://fconline.fdncenter.org (subscription) • Foundation Centers – Oklahoma City, Tulsa, Muskogee, Enid, Durant, and Norman - http://foundationcenter.org/collections/ • Find model programs and interview the directors!

16. Locating GrantsSearch Engines A search engine is a data base that you may use to find information by using key identifying terms. • Grants.gov – www.grants.gov • Google – www.google.com • COS-Pivot – Community of Science Pivot @ http://pivot.cos.com/ • SPINPlus – InfoEd @ www.infoed.org • Foundation Center Online – www.fconline.fdncenter.org/ • Foundation Grants to Individuals – www.gtionline.fdncenter.org/ • Grant Services – www.grantservices.com • FedBizOps - www.fedbizopps.gov/ • Charity Channel – www.charitychannel.com • Goodsearch.com (Yahoo) – www.goodsearch.com

17. Locating Grants Grant eNewsletters All federal funding agencies and most foundations send eNewsletters with their grant information. • Grant Opportunities for Oklahoma Higher Education – www.okhighered.org/grant-opps/ (weekly announcements) • GRANT NEWS – Oklahoma State Regents for Higher Education (monthly announcements of grants obtained) • Philanthropy News Digest – www.foundationcenter.org • Philanthropy News Network Online – www.pnnonline.org • Chronicle of Higher Education – chronicle.com/ • Don Peek (schools) – www.schoolfundingcenter.com • Faith Based and Community Initiatives Digest – c._lyn_larson@hud.gov • GuideStar Newsletter - messages@guidestar.org

18. Locating Grants Grant Resource Websites • Grant Opportunities for Oklahoma Higher Education – www.okhighered.org/grant-opps/(click on Grant Resources) • Cleveland State University - http://www.csuohio.edu/offices/spr/quicklinks/index.html • National Endowment for the Arts - http://arts.endow.gov/federal.html • University of Wisconsin at Madison -http://grants.library.wisc.edu/organizations/proposalwebsites.html • Grants.gov (all federal grants) - http://grants.gov/

19. Locating Grants Grant Resources • Funders Online (Europe’s philanthropists) - www.fundersonline.org/grantseekers/ • FundsNet Online - www.fundsnetservices.com/ • Open Directorywww.dmoz.org/Society/Philanthropy/Grants/GrantMaking_Foun • dations/ • Oklahoma Foundations – www.grantmakersofoklahoma.org • Foundation Center at Tulsa City-County Library http://www.tulsalibrary.org/foundation_center/ • Foundation Center at Oklahoma City University Libraryhttp://www.okcu.edu/library/center.aspx • Foundation Data Book (all foundations by state)-www.foundationdatabook.com/ • SSTI Weekly Digest (State Science and Technology Institute, Ohio) - http://www.ssti.org

20. Locating Grants Grant Information Sources • Federal Register Notice www.access.gpo.gov/su_docs/fedreg/frcont07.html • Catalog of Federal Domestic Assistance -https://www.cfda.gov/ • IRS Form 990 – http://foundationcenter.org/findfunders/990finder/ • Guidestar - http://www2.guidestar.org/ • Foundation Directory – www.foundationcenter.org

21. Locating Grants Grant Information Sources • Annual Reports • Funder’s Guidelines • Agency Websites • Contact the Funding Agency by phone or email • NSF AWARDS ABSTRACTS –http://www.nsf.gov/awardsearch/ • NIH AWARDS ABSTRACTS - http://report.nih.gov/award/organizations.cfm • RePORT – Research Portfolio Online Report Tools http://projectreporter.nih.gov/reporter.cfm

22. Locating Grants 5 Top Ways to Get Funded • Read the RFP. • Read the RFP. • READ THE RFP. • READ THE RFP! • READ THE RFP!!!

23. Locating Grants Grant Proposal Guidelines: • RFP – Request for Proposal • RFA – Request for Application • FOA – Funding Opportunity Announcement • Application • Solicitation • Grant proposal guidelines • Application

24. Sample Grant Proposals • NIH - http://www.niaid.nih.gov/researchfunding/grant/Pages/appsamples.aspx

25. 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

26. Assessing Funding Eligibilitycontinued • Type of Activity • Specified use of funds • Restrictions • Matching funds • Expenditure limitations • Evaluation requirements

27. Assessing Funding Eligibility: Example • Explore NSF award data: http://dellweb.bfa.nsf.gov/ • Look at NSF Transforming Undergraduate Education in Science, Technology, Engineering and Math: http://www.nsf.gov/funding/pgm_summ.jsp?pims_id=5741 • Read grant solicitation

28. Planning a Grant ProposalLetters 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

29. Planning a Grant Proposal 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

30. How to Write The Grantsmanship Center • 8 Reasons You Will Get the Grant - http://www.youtube.com/watch?v=S_KJZaoUbxU&feature=youtu.be

31. Planning a Grant Proposal Letters of Intent • Introduction • Why you are writing • Mission and population served • Needs • Demographic and statistical evidence • Project Description • Link funder’s priorities and project goals • Solution • How it addresses need • Best practices

32. Planning a Grant Proposal Letter of Intent continued • 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

33. Planning a Grant Proposal • 1. Ask yourself why you want this grant. Motive is everything! • 2. Exactly what do you want to accomplish?

35. Planning a Grant Proposal • 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. • ….Or go backwards: start with a grant opportunity and develop it into a proposal

36. Planning a Grant Proposal • Target a grant • Make contact with grantor agency! • Make sure your focus aligns to the grant criteria • Review successful and recent awards. • Identify partners, define roles and build partnerships as well as community support. It is a BEST PRACTICE to collaborate with partners for more impact. Many agencies and foundations require collaboration.

37. Planning a Grant Proposal Our plan: • What do we want to do? Improve mathematics and science learning for low performing students. • Why? Because their grades are lower. Because their test scores are lower when they enter the school. Because they struggle to stay in school. Because they drop out in high numbers. (says who?)

38. Planning a Grant Proposal Our plan: • How do we want to help? Tutors Cohort groups Faculty mentors Engage students in math and science activities, research, projects • Why? These are the best practices for improving learning and retention (says who?)

39. How to Write • The Grantsmanship Center - Make a checklist - http://www.youtube.com/watch?v=wN737SGEHgo&feature=relmfu

40. Planning a Grant Proposal ProposalComponents • Institutional Support • Letter of Inquiry • Letter of Intent • Transmittal Letter • Title Page • Abstract • Table of Contents • Project Description • Data Management Plan • Dissemination Plan • Evaluation Plan • Budget • RCR Training Plan

41. Planning a Grant Proposal ProposalComponents • Proposal Summary/Abstract • Project Description • Statement of Needor Significance • Problem and Background – research support – national, state, local • Preliminary research or pilot project • Statistical data, opinion of an expert, anecdotal story or testimonial • References, bibliography • Purpose(s) • Goal(s) • Objectives • Methodology • Design and Timeframe • Work charts of activities, responsibilities, dates • Personnel titles and descriptions

42. Planning a Grant Proposal ProposalComponents • Resources • Partners - Organization/Partner Organization Descriptions • Personnel – Resumes of all personnel and partners • Institutional support – Commitment letters, institutional descriptions and data • Community support • Prior funded projects • Data Management Plan • For data, samples, physical collections, curriculum materials and other related research and education products • Preservation • Documentation • Sharing • Or, assert no need for a data management plan

43. Planning a Grant Proposal Proposal Components • Evaluation Plan • Internal and ExternalEvaluators • Quantitative and Qualitative Measures Aligned to Goals • Formative Evaluation Techniques • Summative Evaluation Techniques • Measures • Dissemination plan • Budget and Budget Narrative • Budget form • Narrative budget explaining each numerical item in detail • Attachments • Bibliography • Annual budgets • Resumes • IRS determination documentation • Brochures • Letters of commitment • Letter of IDC negotiation

44. Planning a Grant Proposal Compelling Needs Statement Heart of your entire case for support! Capture attention!

45. Planning a Grant Proposal Using Statistics • Statistics Tell • How much? • How many? • How often? • How severe? • How costly? …but don’t overwhelm! Short!

46. Planning a Grant Proposal Using Statistics • 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 • Local Chambers of Commerce, nonprofits, professional associations

47. Planning a Grant Proposal Using Statistics • Oklahoma Regents for Higher Education: www.okhighered.org • Oklahoma Education Information System (OEIS) http://www.okhighered.org/studies-reports/ • National Center for Educational Statistics (NCES) – College & Career Tables Library, part of DataLab - http://nces.ed.gov/datalab • What Works Clearinghouse; ERIC education database; ten Regional Educational Laboratories; national Research and Development Centers - http://ies.ed.gov/ • (OK) Education Oversight Board - www.schoolreportcard.org/ • Local universities, school districts (less reliable – state and national data verified)

48. Creating Sense of Urgency • Statistics • Approximately ___women were murdered in the US by their husbands or boyfriends in 1993. • 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….. • 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 …..

49. HOW TO WRITE • Write simply - http://www.youtube.com/watch?v=GdVd9RXr0Ss&feature=relmfu

50. Writing a Grant Proposal Sample Needs Statement