Grant Writing Café Grant Writing Café CSUC Office of Research CSUC Office of Research
and Sponsored Programs and Sponsored Programs
Gary Bess AssociatesGary Bess Associates
Gary Bess AssociatesGary Bess AssociatesWe make your mission possible . . .We make your mission possible . . .
ServicesServices
Grant Writing – public and private agencies, including for-Grant Writing – public and private agencies, including for-profitsprofits
Needs Assessments – service area & target population Needs Assessments – service area & target population descriptions; primary & secondary data analysis descriptions; primary & secondary data analysis
Program Evaluation – quantitative & qualitative assessmentsProgram Evaluation – quantitative & qualitative assessments
Strategic Planning – facilitated planning retreats & plan Strategic Planning – facilitated planning retreats & plan developmentdevelopment
Nonprofit Management – governance, financial management Nonprofit Management – governance, financial management & grants compliance& grants compliance
Special Writing Projects – reports, studies, & document Special Writing Projects – reports, studies, & document editingediting
ReportsReports
ReportsReports
ClientsClients
Community Clinics and Health CentersCommunity Clinics and Health CentersQueensCare Family Clinics, Los AngelesQueensCare Family Clinics, Los AngelesThe Children's Clinic, Long BeachThe Children's Clinic, Long Beach
Homeless Services ProvidersHomeless Services ProvidersWeingart Center Association, Skid RowWeingart Center Association, Skid RowShepherd’s Gate, LivermoreShepherd’s Gate, Livermore
Domestic Violence/Substance AbuseDomestic Violence/Substance AbuseWomen’s and Children's Crisis Center, WhittierWomen’s and Children's Crisis Center, WhittierPROTOTYPES, Culver CityPROTOTYPES, Culver CityThe Villa, Santa AnaThe Villa, Santa Ana
ClientsClients
UniversitiesUniversitiesMenlo College, AthertonMenlo College, AthertonCSULA, Los AngelesCSULA, Los Angeles
EvaluationsEvaluationsTides Center, San FranciscoTides Center, San FranciscoJWCH Institute, Los AngelesJWCH Institute, Los AngelesSonoma State University, Rohnert ParkSonoma State University, Rohnert ParkMendocino County Department of Health and Mendocino County Department of Health and
Human Services, UkiahHuman Services, Ukiah
FunderFunder AmountAmount ProjectProject StaffStaff DateDate
B.C. McCabeB.C. McCabe $75,000$75,000 children's programchildren's program SDSD Aug-09Aug-09
Kaiser BellflowerKaiser Bellflower $5,000$5,000 Worksite partnership Worksite partnership pgmpgm
CGCG Aug-09Aug-09
TargetTarget $2,000$2,000 Literacy - Early Start, Literacy - Early Start, ArletaArleta
ASAS Aug-09Aug-09
HRSA Enabling ServicesHRSA Enabling Services $66,667$66,667 Migrant FW OutreachMigrant FW Outreach SDSD Aug-09Aug-09
Hedco FoundationHedco Foundation $48,000$48,000 Life CenterLife Center SWSW Aug-09Aug-09
Blue ShieldBlue Shield $25,000$25,000 Comm. Clinic Core Comm. Clinic Core Support Support
ASAS Aug-09Aug-09
Blue ShieldBlue Shield $40,000$40,000 Comm. Clinic Core Comm. Clinic Core Support Support
SDSD Aug-09Aug-09
Blue ShieldBlue Shield Comm. Clinic Core Comm. Clinic Core Support Support
SWSW Aug-09Aug-09
Blue ShieldBlue Shield Comm. Clinic Core Comm. Clinic Core Support Support
SDSD Aug-09Aug-09
US DOJ-ARRA Edward Byrne US DOJ-ARRA Edward Byrne GrntGrnt
$2,692,181$2,692,181 Risk assess.-inmate Risk assess.-inmate releaserelease
GBGB Sep-09Sep-09
Mary Kay Ash FoundationMary Kay Ash Foundation $20,000$20,000 Domestic Violence Domestic Violence ShelterShelter
CGCG Sep-09Sep-09
S. Mark Taper FoundationS. Mark Taper Foundation $25,000$25,000 core operating core operating CGCG Sep-09Sep-09
WeingartWeingart $900,000$900,000 Leavey CenterLeavey Center GBGB Sep-09Sep-09
S. Mark Taper FoundationS. Mark Taper Foundation $25,000$25,000 pediatric servicespediatric services ASAS Sep-09Sep-09
L.A. County - FEMA fundsL.A. County - FEMA funds $78,000$78,000 H1N1 VaccinationsH1N1 Vaccinations TBTB Sep-09Sep-09
L'OrealL'Oreal $5,000$5,000 Award & Trip to NYCAward & Trip to NYC SWSW Oct-09Oct-09
S. Mark Taper FoundationS. Mark Taper Foundation $20,000$20,000 core operating core operating GB/SWGB/SW Oct-09Oct-09
LA County Dept of Health LA County Dept of Health Svc -PPPSvc -PPP
$350,000$350,000 over 3 years - over 3 years - Lancaster clinicLancaster clinic
TBTB Oct-09Oct-09
LA County Dept of Health LA County Dept of Health Svc -PPPSvc -PPP
$202,000$202,000 over 3 years - over 3 years - expanded svcs.expanded svcs.
ASAS Oct-09Oct-09
City of Los AngelesCity of Los Angeles n/an/a Grant consulting Grant consulting servicesservices
AS/GBAS/GB Oct-09Oct-09
Kaiser QIKaiser QI $150,000$150,000 Quality ImprovementQuality Improvement SDSD Oct-09Oct-09
PPP Clinic Capacity PPP Clinic Capacity ExpansionExpansion
$1,294,000$1,294,000 RenovationsRenovations SDSD Oct-09Oct-09
$26,816,780$26,816,780
OverviewOverview
Review key elements of a proposal -- do's Review key elements of a proposal -- do's and don'tsand don'ts
Suggest strategic considerations in Suggest strategic considerations in shaping your proposal. shaping your proposal.
Provide examples of language that Provide examples of language that pertaining to proposal sectionspertaining to proposal sections
Respond to your questionsRespond to your questions
ProposalProposal
. . . . . . NounNoun
an act of putting forward an act of putting forward or stating something for or stating something for consideration;consideration;
something proposed;something proposed;
a plan presented for a plan presented for acceptanceacceptance
A Proposal. . .A Proposal. . .
is a positive statement, using positive is a positive statement, using positive languagelanguage
is not a proposal is not a proposal againstagainst anything anything
involves two parties – one party involves two parties – one party attempting to convince the other attempting to convince the other (exchange relationship)(exchange relationship)
Challenge in Challenge in Proposal WritingProposal Writing
ConceptualizationConceptualization
Functions of a ProposalFunctions of a Proposal
To present a To present a program planprogram plan
To make a To make a requestrequest
To make a To make a promisepromise
To To persuadepersuade the reviewing party the reviewing party
Program PlanProgram Plan
Describe the specific program or project you Describe the specific program or project you intend to implementintend to implement
Reflect a process of planning, design, cost Reflect a process of planning, design, cost calculations, resource alignment, and calculations, resource alignment, and assessment/evaluationassessment/evaluation
Clearly indicate:Clearly indicate:major activities to be carried out major activities to be carried out andand applicant's ability to organize and applicant's ability to organize and
implementimplement
RequestRequest
Request for specific resources, mostly Request for specific resources, mostly monetary, but could include other thingsmonetary, but could include other things
Indicate the exact amount requested with Indicate the exact amount requested with specific line item expenditures, specific line item expenditures, andand a a justification for the need of each major itemjustification for the need of each major item
Clearly ties to program planClearly ties to program plan
PromisePromise
Commits to funder that certain activities will occur Commits to funder that certain activities will occur during a specific time period at a specified costduring a specific time period at a specified cost
Represents an exchange between parties – each Represents an exchange between parties – each receives something in returnreceives something in return
Recognition, research data, new models of practice, Recognition, research data, new models of practice, fulfillment of funder’s mission fulfillment of funder’s mission
Represents a binding agreementRepresents a binding agreement
Be careful not to promise what you can't deliver!Be careful not to promise what you can't deliver!
PersuasionPersuasion
Persuades funder to honor your request Persuades funder to honor your request from among other worthy projects, and from among other worthy projects, and to to partnerpartner with youwith you
Shows a Shows a mastermasteryy of your knowledge of the of your knowledge of the problem and population you intended to problem and population you intended to serve, and your serve, and your competencycompetency in planning in planning and implementing the proposal planand implementing the proposal plan
The Written ProposalThe Written Proposal
Be specific – what’s needed, planned & Be specific – what’s needed, planned & requestedrequested
Avoid weak terms (e.g. many, some, few)Avoid weak terms (e.g. many, some, few)
Minimize local or professional jargonMinimize local or professional jargon
Be positive (do not beg)Be positive (do not beg) You are an applicant, not a supplicant!You are an applicant, not a supplicant!
Document with quotations, statistics, and Document with quotations, statistics, and other credible sourcesother credible sources
Include agency studies & observationsInclude agency studies & observations
Don't mention what you will do if you don't get Don't mention what you will do if you don't get fundingfunding
Create impression of success!Create impression of success!
Respond to substantive specifications Respond to substantive specifications concerning format and content of RFPconcerning format and content of RFP
The Written ProposalThe Written ProposalThe Written ProposalThe Written Proposal
Write in one voiceWrite in one voice
Avoid unsupported assumptionsAvoid unsupported assumptions
Maintain focus on benefits to the target Maintain focus on benefits to the target population, and not the organization or staffpopulation, and not the organization or staff
Solutions flow from our understanding of Solutions flow from our understanding of the problemthe problem
The Written ProposalThe Written ProposalThe Written ProposalThe Written Proposal
A proposal is a A proposal is a step - by - step step - by - step
logical logical argumentargument
Proposal ExampleProposal Example
Watts Healthcare CorporationWatts Healthcare Corporation
Substance Abuse and Mental Health Substance Abuse and Mental Health Services Administration (SAMHSA)Services Administration (SAMHSA)
CSAT Minority AIDS initiativeCSAT Minority AIDS initiative
Project NarrativeProject Narrative
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
I.I. Organization History and CapabilitiesOrganization History and Capabilities
MissionMission
HistoryHistory
ServicesServices
Target populationTarget population
Cultural competenceCultural competence
Accolades and recognitionsAccolades and recognitions
ExampleExample
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
II.II. Statement of Need Statement of Need (description of the (description of the problem, service area, target population, problem, service area, target population, prevalence)prevalence)
Social Indicators (census, reports, surveys, GIS Social Indicators (census, reports, surveys, GIS maps)maps)
Rate under treatment (agency data; practice Rate under treatment (agency data; practice management systems)management systems)
Field study and expert opinionField study and expert opinion
A social A social condition is an objective statementcondition is an objective statement
A social problem is a subjective statementA social problem is a subjective statementPoverty-level income is an objective fact (30% of Poverty-level income is an objective fact (30% of
families of 4 have incomes < $21,800/year) – this is a families of 4 have incomes < $21,800/year) – this is a social conditionsocial condition
It is a It is a social problemsocial problem when it is judged as negative, when it is judged as negative, harmful, dangerous or unacceptableharmful, dangerous or unacceptable
The The social problemsocial problem is our is our interpretationinterpretation of the of the condition – and this is what we propose to addresscondition – and this is what we propose to address
Social Conditions and Social Social Conditions and Social ProblemsProblems
Social Conditions and Social Social Conditions and Social ProblemsProblems
Conceptualize Your Conceptualize Your Target PopulationTarget Population
Service Area Population
Problem
ExampleExample
III.III. Program ProposalProgram Proposal (describes what you plan (describes what you plan to do, how you plan to do it, and who will be to do, how you plan to do it, and who will be doing it)doing it)
Venue – location, spatial arrangement, access, Venue – location, spatial arrangement, access, equipmentequipment
Staffing – qualifications, structure, training, FTEsStaffing – qualifications, structure, training, FTEs
Intervention Model – evidence-based, practice-Intervention Model – evidence-based, practice-based, innovative, pilot, client-proposedbased, innovative, pilot, client-proposed
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
ExampleExample
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
4.4. Goals and ObjectivesGoals and Objectives Goals are qualitative statementsGoals are qualitative statements
To increase access to behavioral To increase access to behavioral health services for low-income and health services for low-income and linguistically isolated Latino linguistically isolated Latino immigrant patients with chronic immigrant patients with chronic diseases.diseases.
To ensure that every child entering To ensure that every child entering kindergarten is ready to learnkindergarten is ready to learn..
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
4.4. Goals and Objectives continuedGoals and Objectives continued Objectives are quantitative statementsObjectives are quantitative statements 3 types of objectives3 types of objectives
Process objectivesProcess objectives AcquisitionsAcquisitions Developmental Developmental
Output objectivesOutput objectives Outcome objectivesOutcome objectives
Your Planned Work Your Intended Results
Resources/Inputs
Activities / Process
OutputsShort-termOutcomes
Long-termOutcomes
•Access to public
housing sites
•Outreach staff
•HIV Rapid Testing services
• Group meetings
•Public events•Promotion of
testing•Testing & counseling
•Social marketing
• 2,500 residents reached •1,200
residents tested
• Knowledge of test results
•Assessment of lifestyles
•Healthy
lifestyle
•HIV/AIDS
free
•Regular
testing
The Logic ModelThe Logic Model
Desired Desired SituationSituation
Target Target Pop.Pop.
Percent Percent ChangeChange
Time-Time-frameframe
IndicatorIndicator
Increase Increase compliance compliance
with with recommended recommended
self-care for self-care for patients with patients with
diabetesdiabetes
500500
Latino Latino patients patients with a with a Hemo-Hemo-globin globin
a1c >.7a1c >.7
Minimum of Minimum of 20%20%
12 months12 months Provider Provider notes in notes in
patient chartspatient charts
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
Desired Desired SituationSituation
Target Target Pop.Pop.
Percent Percent ChangeChange
Time-Time-frameframe
IndicatorIndicator
Increase Increase utilization of utilization of
pediatric pediatric servicesservices
300 first and 300 first and second second
generation generation immigrants immigrants
from from Southeast Southeast
AsiaAsia
50 percent50 percent Within 12 Within 12 monthsmonths
Comparative Comparative utilization utilization
data between data between prior year prior year
and one year and one year post post
interventionintervention
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
ExampleExample
ExampleExample
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
5.5. EvaluationEvaluation Aligned with objectivesAligned with objectives Describes the process and resources for Describes the process and resources for
assessing each objectiveassessing each objective Measurement tools (e.g., Beck Depression Measurement tools (e.g., Beck Depression
Index, PHQ-9)Index, PHQ-9) Customized assessments (e.g., client Customized assessments (e.g., client
satisfaction, self-reports on behavior)satisfaction, self-reports on behavior) Product completion (e.g., report or plan Product completion (e.g., report or plan
development, policy change)development, policy change)
Step-By-Step Step-By-Step Logical ArgumentLogical Argument
5.5. EvaluationEvaluation continued continued Describe . . . Describe . . .
Frequency of data collectionFrequency of data collection Choice of instruments or reliance of dataChoice of instruments or reliance of data Use of incentives to ensure client complianceUse of incentives to ensure client compliance Staff training in data collectionStaff training in data collection ConfidentialityConfidentiality Documentation and StorageDocumentation and Storage
ExampleExample
SustainabilitySustainabilityPlans for continued funding beyond the grant Plans for continued funding beyond the grant
periodperiod
Complementary, supplemental, or Complementary, supplemental, or replacement funding sourcesreplacement funding sourcesAgency's historical ability to absorb new Agency's historical ability to absorb new
programsprogramsNew anticipated funding streams – e.g., New anticipated funding streams – e.g.,
PPP increase; MHSAPPP increase; MHSAPatient fees offsetting portion of expensesPatient fees offsetting portion of expenses
Proposal DescriptionProposal DescriptionProposal DescriptionProposal Description
ExampleExample
Project Work PlanProject Work Plan
Qtr.Qtr. ObjectiveObjective ActivitiesActivities OutcomeOutcome EvaluationEvaluation
11 To develop To develop behavioral health behavioral health protocolsprotocolsTo train To train behavioral health behavioral health and primary care and primary care providers in IBHproviders in IBH
Convene task Convene task group to develop group to develop protocolsprotocolsReview current Review current drafts and modeldrafts and modelInterview Interview current providers current providers with IBHwith IBH
Balanced Balanced representation representation and maximum and maximum inputinputIdentify best Identify best practices and practices and fit with current fit with current structurestructureFirst hand First hand knowledge knowledge and and experienceexperience
Task group Task group members by members by position and position and trainingtrainingSample Sample protocols and lit. protocols and lit. reviewreviewSchedule and Schedule and notes of notes of interviewsinterviews
ExampleExample
Financial InformationFinancial Information
Program BudgetProgram Budget Restate proposal in financial termsRestate proposal in financial terms
Be specific, don't round off numbers; show calculationsBe specific, don't round off numbers; show calculations
Be realistic: don’t over- or under-budgetBe realistic: don’t over- or under-budget
Avoid miscellaneous fundsAvoid miscellaneous funds
Show agency's contribution: actual cash and “in- kind,” Show agency's contribution: actual cash and “in- kind,” including volunteersincluding volunteers
Basic categories should include personnel, direct Basic categories should include personnel, direct expenses, equipment, other expenses, & indirect expenses, equipment, other expenses, & indirect (10%)(10%)
PersonnelPersonnel FTE – percent of time on projectFTE – percent of time on project Personnel benefits – taxes and insurance as Personnel benefits – taxes and insurance as
percentage of personnelpercentage of personnel
Direct expenses Direct expenses Relate directly to proposed program/projectRelate directly to proposed program/project
EquipmentEquipment Telephone, computers, etc.Telephone, computers, etc.
Other expensesOther expenses Voice-mail/Fax, postage, media, etc.Voice-mail/Fax, postage, media, etc.
Financial InformationFinancial InformationFinancial InformationFinancial Information
Items Calculations Requested Match Total
Personnel
Project Director .75 FTE 68500.00 0 68500.00
Medical Director .25 FTE 35000.00 0 35000.00
Physician .50 FTE 60000.00 0 60000.00
Director of Nursing .75 FTE 75000.00 0 75000.00
Nurse Practitioners .75 FTE 75000.00 0 75000.00
LVN 3 FTE 135000.00 0 135000.00
CHHA 2 FTE 80000.00 0 80000.00
Clerical 1 FTE 35000.00 0 35000.00
Total Personnel 563500.00 0 563500.00
Fringe Benefits and Taxes 0.20 112700.00 0 112700.00
Total Personnel 676200.00 0 676200.00
PATH Achieve Contract Beds, Shelter, CM 65000.00 0 65000.00
Contract Staff
LCSW 1 FTE 85000.00 0 85000.00
PT,ST,OT 1,.5 FTE 75000.00 0 75000.00
Pharmacy
Office Supplies $125 x 12 mo. 1500.00 0 1500.00
Medical Supplies(5%) $2.50 pt. x 4,320 pt. days 10,800 10,800 21,600
Office Rent 6,000 6,000 12,000
Utilities 2,400 2,400 4,800
Waste Disposal 600 600 1,200
Lab Expense 8,000 8,000 8,000
Pharmacy $9.72 pt x 4,320 pt. days 41,990 0 41,990
Laboratory $5.80 pt.x 4,320 pt. days 25,056 0 25,056
Accounting & Legal 2,600 0 2,600
THANK YOU!!!THANK YOU!!!
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CommentsComments
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