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Grant Writing Café CSUC Office of Research and Sponsored Programs CSUC Office of Research and Sponsored Programs Gary Bess Associates.

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Presentation on theme: "Grant Writing Café CSUC Office of Research and Sponsored Programs CSUC Office of Research and Sponsored Programs Gary Bess Associates."— Presentation transcript:

1 Grant Writing Café CSUC Office of Research and Sponsored Programs CSUC Office of Research and Sponsored Programs Gary Bess Associates

2 Gary Bess Associates We make your mission possible...

3 Services Grant Writing – public and private agencies, including for- profits Grant Writing – public and private agencies, including for- profits Needs Assessments – service area & target population descriptions; primary & secondary data analysis Needs Assessments – service area & target population descriptions; primary & secondary data analysis Program Evaluation – quantitative & qualitative assessments Program Evaluation – quantitative & qualitative assessments Strategic Planning – facilitated planning retreats & plan development Strategic Planning – facilitated planning retreats & plan development Nonprofit Management – governance, financial management & grants compliance Nonprofit Management – governance, financial management & grants compliance Special Writing Projects – reports, studies, & document editing Special Writing Projects – reports, studies, & document editing

4 Reports

5 Reports

6 Clients Community Clinics and Health Centers Community Clinics and Health Centers QueensCare Family Clinics, Los Angeles QueensCare Family Clinics, Los Angeles The Children's Clinic, Long Beach The Children's Clinic, Long Beach Homeless Services Providers Homeless Services Providers Weingart Center Association, Skid Row Weingart Center Association, Skid Row Shepherds Gate, Livermore Shepherds Gate, Livermore Domestic Violence/Substance Abuse Domestic Violence/Substance Abuse Womens and Children's Crisis Center, Whittier Womens and Children's Crisis Center, Whittier PROTOTYPES, Culver City PROTOTYPES, Culver City The Villa, Santa Ana The Villa, Santa Ana

7 Clients Universities Universities Menlo College, Atherton Menlo College, Atherton CSULA, Los Angeles CSULA, Los Angeles Evaluations Evaluations Tides Center, San Francisco Tides Center, San Francisco JWCH Institute, Los Angeles JWCH Institute, Los Angeles Sonoma State University, Rohnert Park Sonoma State University, Rohnert Park Mendocino County Department of Health and Human Services, Ukiah Mendocino County Department of Health and Human Services, Ukiah

8 FunderAmountProjectStaffDate B.C. McCabe $75,000 children's program SDAug-09 Kaiser Bellflower $5,000 Worksite partnership pgm CGAug-09 Target$2,000 Literacy - Early Start, Arleta ASAug-09 HRSA Enabling Services $66,667 Migrant FW Outreach SDAug-09 Hedco Foundation $48,000 Life Center SWAug-09 Blue Shield $25,000 Comm. Clinic Core Support ASAug-09 Blue Shield $40,000 Comm. Clinic Core Support SDAug-09 Blue Shield Comm. Clinic Core Support SWAug-09 Blue Shield Comm. Clinic Core Support SDAug-09 US DOJ-ARRA Edward Byrne Grnt $2,692,181 Risk assess.-inmate release GBSep-09 Mary Kay Ash Foundation $20,000 Domestic Violence Shelter CGSep-09 S. Mark Taper Foundation $25,000 core operating CGSep-09 Weingart$900,000 Leavey Center GBSep-09 S. Mark Taper Foundation $25,000 pediatric services ASSep-09 L.A. County - FEMA funds $78,000 H1N1 Vaccinations TBSep-09 L'Oreal$5,000 Award & Trip to NYC SWOct-09 S. Mark Taper Foundation $20,000 core operating GB/SWOct-09 LA County Dept of Health Svc -PPP $350,000 over 3 years - Lancaster clinic TBOct-09 LA County Dept of Health Svc -PPP $202,000 over 3 years - expanded svcs. ASOct-09 City of Los Angeles n/a Grant consulting services AS/GBOct-09 Kaiser QI $150,000 Quality Improvement SDOct-09 PPP Clinic Capacity Expansion $1,294,000RenovationsSDOct-09 $26,816,780

9 Overview Review key elements of a proposal -- do's and don'ts Review key elements of a proposal -- do's and don'ts Suggest strategic considerations in shaping your proposal. Suggest strategic considerations in shaping your proposal. Provide examples of language that pertaining to proposal sections Provide examples of language that pertaining to proposal sections Respond to your questions Respond to your questions

10 Proposal... Noun an act of putting forward or stating something for consideration; an act of putting forward or stating something for consideration; something proposed; something proposed; a plan presented for acceptance a plan presented for acceptance

11 A Proposal... is a positive statement, using positive language is a positive statement, using positive language is not a proposal against anything is not a proposal against anything involves two parties – one party attempting to convince the other (exchange relationship) involves two parties – one party attempting to convince the other (exchange relationship)

12 Challenge in Proposal Writing Conceptualization

13 Functions of a Proposal To present a program plan To present a program plan To make a request To make a request To make a promise To make a promise To persuade the reviewing party To persuade the reviewing party

14 Program Plan Describe the specific program or project you intend to implement Describe the specific program or project you intend to implement Reflect a process of planning, design, cost calculations, resource alignment, and assessment/evaluation Reflect a process of planning, design, cost calculations, resource alignment, and assessment/evaluation Clearly indicate: Clearly indicate: major activities to be carried out and major activities to be carried out and applicant's ability to organize and implement applicant's ability to organize and implement

15 Request Request for specific resources, mostly monetary, but could include other things Request for specific resources, mostly monetary, but could include other things Indicate the exact amount requested with specific line item expenditures, and a justification for the need of each major item Indicate the exact amount requested with specific line item expenditures, and a justification for the need of each major item Clearly ties to program plan Clearly ties to program plan

16 Promise Commits to funder that certain activities will occur during a specific time period at a specified cost Commits to funder that certain activities will occur during a specific time period at a specified cost Represents an exchange between parties – each receives something in return Represents an exchange between parties – each receives something in return Recognition, research data, new models of practice, fulfillment of funders mission Recognition, research data, new models of practice, fulfillment of funders mission Represents a binding agreement Represents a binding agreement Be careful not to promise what you can't deliver!

17 Persuasion Persuades funder to honor your request from among other worthy projects, and to partner with you Persuades funder to honor your request from among other worthy projects, and to partner with you Shows a mastery of your knowledge of the problem and population you intended to serve, and your competency in planning and implementing the proposal plan Shows a mastery of your knowledge of the problem and population you intended to serve, and your competency in planning and implementing the proposal plan

18 The Written Proposal Be specific – whats needed, planned & requested Be specific – whats needed, planned & requested Avoid weak terms (e.g. many, some, few) Avoid weak terms (e.g. many, some, few) Minimize local or professional jargon Minimize 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!

19 Document with quotations, statistics, and other credible sources Document with quotations, statistics, and other credible sources Include agency studies & observations Include agency studies & observations Don't mention what you will do if you don't get funding Don't mention what you will do if you don't get funding Create impression of success! Create impression of success! Respond to substantive specifications concerning format and content of RFP Respond to substantive specifications concerning format and content of RFP The Written Proposal

20 Write in one voice Write in one voice Avoid unsupported assumptions Avoid unsupported assumptions Maintain focus on benefits to the target population, and not the organization or staff Maintain focus on benefits to the target population, and not the organization or staff Solutions flow from our understanding of the problem Solutions flow from our understanding of the problem The Written Proposal

21 A proposal is a step - by - step logical argument

22 Proposal Example Watts Healthcare Corporation Substance Abuse and Mental Health Services Administration (SAMHSA) CSAT Minority AIDS initiative Project Narrative

23 Step-By-Step Logical Argument I. Organization History and Capabilities Mission Mission History History Services Services Target population Target population Cultural competence Cultural competence Accolades and recognitions Accolades and recognitions

24 Example

25 Step-By-Step Logical Argument II. Statement of Need (description of the problem, service area, target population, prevalence) Social Indicators (census, reports, surveys, GIS maps) Social Indicators (census, reports, surveys, GIS maps) Rate under treatment (agency data; practice management systems) Rate under treatment (agency data; practice management systems) Field study and expert opinion Field study and expert opinion

26 A social condition is an objective statement A social condition is an objective statement A social problem is a subjective statement A social problem is a subjective statement Poverty-level income is an objective fact (30% of families of 4 have incomes < $21,800/year) – this is a social condition Poverty-level income is an objective fact (30% of families of 4 have incomes < $21,800/year) – this is a social condition It is a social problem when it is judged as negative, harmful, dangerous or unacceptable It is a social problem when it is judged as negative, harmful, dangerous or unacceptable The social problem is our interpretation of the condition – and this is what we propose to address The social problem is our interpretation of the condition – and this is what we propose to address Social Conditions and Social Problems

27 Conceptualize Your Target Population Service Area Population Problem

28

29

30 Example

31 III.Program Proposal (describes what you plan to do, how you plan to do it, and who will be doing it) Venue – location, spatial arrangement, access, equipment Venue – location, spatial arrangement, access, equipment Staffing – qualifications, structure, training, FTEs Staffing – qualifications, structure, training, FTEs Intervention Model – evidence-based, practice- based, innovative, pilot, client-proposed Intervention Model – evidence-based, practice- based, innovative, pilot, client-proposed Step-By-Step Logical Argument

32 Example

33 4. Goals and Objectives Goals are qualitative statements Goals are qualitative statements To increase access to behavioral health services for low-income and linguistically isolated Latino immigrant patients with chronic diseases. To increase access to behavioral health services for low-income and linguistically isolated Latino immigrant patients with chronic diseases. To ensure that every child entering kindergarten is ready to learn. To ensure that every child entering kindergarten is ready to learn.

34 Step-By-Step Logical Argument 4. Goals and Objectives continued Objectives are quantitative statements Objectives are quantitative statements 3 types of objectives 3 types of objectives Process objectives Process objectives Acquisitions Acquisitions Developmental Developmental Output objectives Output objectives Outcome objectives Outcome objectives

35 Your Planned WorkYour Intended Results Resources/ Inputs Activities / Process Outputs Short-term Outcomes Long-term Outcomes 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 Model

36 Desired Situation Target Pop. Percent Change Time- frame Indicator Increase compliance with recommended self-care for patients with diabetes 500 Latino patients with a Hemo- globin a1c >.7 Minimum of 20% 12 months Provider notes in patient charts Step-By-Step Logical Argument

37 Desired Situation Target Pop. Percent Change Time- frame Indicator Increase utilization of pediatric services 300 first and second generation immigrants from Southeast Asia 50 percent Within 12 months Comparative utilization data between prior year and one year post intervention Step-By-Step Logical Argument

38 Example

39 Example

40 5. Evaluation Aligned with objectives Aligned with objectives Describes the process and resources for assessing each objective Describes the process and resources for assessing each objective Measurement tools (e.g., Beck Depression Index, PHQ-9) Measurement tools (e.g., Beck Depression Index, PHQ-9) Customized assessments (e.g., client satisfaction, self-reports on behavior) Customized assessments (e.g., client satisfaction, self-reports on behavior) Product completion (e.g., report or plan development, policy change) Product completion (e.g., report or plan development, policy change)

41 Step-By-Step Logical Argument 5. Evaluation continued Describe... Describe... Frequency of data collection Frequency of data collection Choice of instruments or reliance of data Choice of instruments or reliance of data Use of incentives to ensure client compliance Use of incentives to ensure client compliance Staff training in data collection Staff training in data collection Confidentiality Confidentiality Documentation and Storage Documentation and Storage

42 Example

43 Sustainability Sustainability Plans for continued funding beyond the grant period Plans for continued funding beyond the grant period Complementary, supplemental, or replacement funding sources Complementary, supplemental, or replacement funding sources Agency's historical ability to absorb new programs Agency's historical ability to absorb new programs New anticipated funding streams – e.g., PPP increase; MHSA New anticipated funding streams – e.g., PPP increase; MHSA Patient fees offsetting portion of expenses Patient fees offsetting portion of expenses Proposal Description

44 Example

45 Project Work Plan Qtr.ObjectiveActivitiesOutcomeEvaluation 1 To develop behavioral health protocols To develop behavioral health protocols To train behavioral health and primary care providers in IBH To train behavioral health and primary care providers in IBH Convene task group to develop protocols Convene task group to develop protocols Review current drafts and model Review current drafts and model Interview current providers with IBH Interview current providers with IBH Balanced representation and maximum input Balanced representation and maximum input Identify best practices and fit with current structure Identify best practices and fit with current structure First hand knowledge and experience First hand knowledge and experience Task group members by position and training Task group members by position and training Sample protocols and lit. review Sample protocols and lit. review Schedule and notes of interviews Schedule and notes of interviews

46 Example

47 Financial Information Program Budget Program Budget Restate proposal in financial terms Restate proposal in financial terms Be specific, don't round off numbers; show calculations Be specific, don't round off numbers; show calculations Be realistic: dont over- or under-budget Be realistic: dont over- or under-budget Avoid miscellaneous funds Avoid miscellaneous funds Show agency's contribution: actual cash and in- kind, including volunteers Show agency's contribution: actual cash and in- kind, including volunteers Basic categories should include personnel, direct expenses, equipment, other expenses, & indirect (10%) Basic categories should include personnel, direct expenses, equipment, other expenses, & indirect (10%)

48 Personnel Personnel FTE – percent of time on project FTE – percent of time on project Personnel benefits – taxes and insurance as percentage of personnel Personnel benefits – taxes and insurance as percentage of personnel Direct expenses Direct expenses Relate directly to proposed program/project Relate directly to proposed program/project Equipment Equipment Telephone, computers, etc. Telephone, computers, etc. Other expenses Other expenses Voic /Fax, postage, media, etc. Voic /Fax, postage, media, etc. Financial Information

49 ItemsCalculationsRequestedMatchTotal Personnel Project Director.75 FTE Medical Director.25 FTE Physician.50 FTE Director of Nursing.75 FTE Nurse Practitioners.75 FTE LVN 3 FTE CHHA2 FTE Clerical1 FTE Total Personnel Fringe Benefits and Taxes Total Personnel PATH Achieve ContractBeds, Shelter, CM Contract Staff LCSW1 FTE PT,ST,OT1,.5 FTE Pharmacy Office Supplies$125 x 12 mo Medical Supplies(5%) $2.50 pt. x 4,320 pt. days 10,800 21,600 Office Rent 6,000 12,000 Utilities 2,400 4,800 Waste Disposal 600 1,200 Lab Expense 8,000 Pharmacy $9.72 pt x 4,320 pt. days 41,990 0 Laboratory $5.80 pt.x 4,320 pt. days 25,056 0 Accounting & Legal 2,600 0

50 THANK YOU!!! Questions Comments Ideas


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