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Proposal Development
Agency Policy Manuals Information Sources Secondary - ✔✔Newsletters Commercial Companies (e.g. SPIN, Grant Forward, PIVOT) Foundation News and Commentary Foundation Directory GrantsNet.org, Search Engines Personal Contacts Legal Requirements and Sponsor Interface Overview - ✔✔• Statutes and Regulations
- Grant Regulatory Framework
- OMB Circulars
- Federal Budget Process
- Compliance
- Contract
- Research-Related
- Disclosures
- Federal/Sponsor Appeal Procedures3 Ps –
✔✔Patron-Grant Partner - Co-op Agreement Purchaser - Contract Remember for grants They are initiated by investigator No substantial involvement between grantor/grantee No specified service-end-product Additional Funding Sources - ✔✔State and local Government - often federal pass through funds Nonprofit-voluntary health agencies or society based For-Profit-corporations, industry, business International Entities-for profit and non-profit Electronic Research Administration (ERA) - ✔✔• NSF Fastlane
- Research.gov
- Grants.gov
- eRA Commons (NIH)
- NIH RePORTER
- FedConnect.net which is application submission
- iEdison
Federal Funding Sources Small Business Programs coordinated by Small Business Administration
- ✔✔Small Business Innovation Research (SBIR) - 11 federal agencies required to reserve portion of R&D small Business Technology Transfer Research (STTR) programs - 5 federal agencies required to reserve portion of R&D Three Phases Program: first two funded Information Sources Grants.gov - ✔✔PL 106-107 Federal Administration Assistance Management Improvement Act 1999 November 2003-all Federal Agencies required to post competitive grant opportunities to grants.gov The Present: 26 Federal Agencies and greater than 1000 programs Information Sources Primary - ✔✔Catalog of Federal Domestic Assistance FedBizOpps.gov Program Announcements/Funding Opportunity Announcement Foundation Reports Federal Register Agency/Organization Websites
Modes of Support Common Characteristics - ✔✔• Award made to grantee institution
- "Scope of work" defines project
- Made for stated period of time: budget period vs. project period
- Names principal investigator or project director
- Terms and conditions dictate project latitude Modes of Support Contracts (Acquisition) - ✔✔• Procurement of goods and services
- Terms usually detailed and specific
- More terms and conditions than grants or cooperative agreements
- Activities frequently dictated by the sponsor
- Little (If any) latitude to modify scope of work and project expenditures Additional notes: purchasing, fixed price - biggest risk on middle man cost reimbursement - most common task order - bid per task with cost estimate Modes of Support Cooperative Agreements - ✔✔• Very similar to grant
- Always initiated by sponsor
- Substantive programmatic involvement by and with sponsor
Modes of Support Grants (Financial Assistance) - ✔✔• Made for stated purpose (in writing) and period of time
- Names principal investigator or project director
- Carries minimum limiting conditions
- Typically initiated by grantee (PI)
- PI retains flexibility within awarded scope of work no substantial involvement from sponsor Proposal Development Budget Design - ✔✔A well-designed budget is:
- complete, adequate, and accurate
- within sponsor norms and guidelines
- consistent with the narrative
- justified clearly
- properly inflated for future years Proposal Development Characteristics of a Successful Proposal - ✔✔• Meets stated needs of sponsor
- Follows directions/guidelines
- Directed to reviewers
- Persuades/justifies for the work
- Documents achievable deliverables
- Narrative clearly and concisely written
- Budget consistent with scope of work and well justified Proposal Development Funding Opportunities - ✔✔• PA Program Announcement RFA Request for Applications (grants & Coop) FOA Funding Opportunity Announcement RFP Request fro Proposals (contract) RFQ Request for Quotation (contract) RFB Request for Bid (contract) BAA Broad Agency Announcement Proposal Development General Elements of a Proposal - ✔✔• Transmittal letter
- Title
- Abstract '
- Table of contents
- Project Description/Scope of Work
- Vitae/Blosketch
Types of Proposals - ✔✔• Solicited VS. unsolicited
- New
- Continuation
- Renewal or competing continuation
- Supplemental
- Contract proposal SBIR and STTR Eligibility Criteria - ✔✔American owned independently operated for-profit company size limited to 500 employees Types of Federal Assistance - ✔✔Federal is mandatory as set by statue which can be based upon formuila or a block or passthrough or discretionary based on how the economy is doing
