tips for writing grant applications
 
Contents of This Page

What to Consider Before Writing

Generalized Suggested Time Frame for Writing Grant Applications

Pre-Proposal Agreements: What Your Department Chair Should Know Before You Begin

Characteristics of Winning Proposals

Why Grants Are Not Funded

How to Write Letters of Inquiry

Step-by Step: Grant Budget Made Easier Using ORS Budget Forms

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What to Consider Before Writing

Possible Steps

Step 1. Meet with supervisor to discuss schedule and program concerns.
Step 2. Determine whether idea is both researchable and/or fundable.
Step 3. Refine the research topic (Review of scope, possibility of approval by Institutional Review Board, degree of expertise needed, determination of hypotheses).
Step 4. Review literature and meet with colleagues for critiques of procedures, literature and data collection methods and for determining possible collaborators.

Step 5. Locate a funding source and review application requirements and due date.

Step 6. Complete the application.

Source: Applying for Research Funding: Getting Started and Getting Funded.

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Generalized Suggested Time Frame in Months for Preparing a Grant Application after Developing Research Idea _______________________________________________________________________________________
Time Needed (All times are approximate) and Activity

 

1 month: See supervisor and all appropriate administrators about the project.

6-12 months to no more than 2 yrs: Determine whether the idea is both researchable and/or fundable.

6 months: Refine the research topic (Review of scope, possibility of approval by Institutional Review Board, degree of expertise needed, determination of hypotheses).

2 months: Review the literature and meet with colleagues for critiques of procedures, literature and data collection methods and for determining possible collaborators.

1-2 months: Locate a funding source and review application requirements and due date.

3 months minimum to 12 months maximum: Complete the application.

 


Source: Applying for Research Funding: Getting Started and Getting Funded.

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Pre-Proposal Agreement: What Your Department Chair Should Know Before You Begin

The pre-proposal agreement is designed to give the potential proposal writer insight into administration’s feelings about the appropriateness of a project, the amount and type of resources that will be committed to it, and an indication of any areas that will need to be addressed to secure final signatures at the time of submittal.

No one wants to add to the burden of writing grant applications, but it seems that it would be better to be told earlier rather than later that a project will not be supported by the department, the area, or the College. Time should not be wasted that could be spent on a project that will be supported. It is also possible that if a grant goes forward without proper consideration and thought, the money might have to be returned should the project be funded.

At the least, the pre-proposal agreement should be covered verbally with the department coordinators and chairs to serve as protection for all involved.

The Agreement should cover all of the following areas:

Problem to be Studied:

Purpose of Study:

Project Participants:

Duration of Project:

Funding Source to be Approached:

Non-personnel Resources Needed:

Equipment:

Supplies:

Facilities/Space:

Other:

Personnel Resources Needed:

Position:

Percentage of time asked for the project:

Approximate Salary/Wages/Fringes:

Matching Requirements/In-Kind Contributions

Money:

Staff:

Space:

Equipment:

Total Matching Contribution:

Total Amount Requested from Funding Source:


__ ___Agree to proposal as outlined.

__ ___Agree with RESERVATIONS (Conditions must be met as listed in comments section).

Comments:__________________________________________________

 

__ __Do not agree that the proposal should be written.


Name of Department Chair:_____________________________________


Signature of Department Chair:___________________________________

Date:__________________________


(Form adapted from How to Evaluate and Improve Your Grants Effort)

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Characteristics of Winning Proposals

1. Winning proposals have clearly defined needs and describe how those needs were identified. Winning proposals define programs to meet the identified needs.

2. Winning proposals describe what kids and teachers will do. Create a real-life scenario for the reader. Try to paint a picture with words. The reader must clearly make sense of what you intend to do.

3. Winning proposals present the material in a logical manner. Sections are clearly identified and a parallel structure is maintained. Each need has a stated objective, activity, and evaluation statement.

4. Winning proposals are written in positive terms. Some writers believe that if you describe how bleak a situation is, someone will throw money at you to solve your problems. This is not true. Funders hedge their bets by backing proposals that describe worthwhile programs that will meet identified needs and match the criteria set forth by the grant-maker.

5. Winning proposals do not overuse educational jargon. Terms that are known only to educators are clearly defined. For example, "cooperative learning" has different connotations in different parts of the country. Define what you mean. Will a non-educator understand your proposal?

6. Winning proposals present detailed budgets that match the proposed program. All bases must be covered. If you are going to purchase hardware, have you purchased software? If you are going to buy software, what specific programs do you intend to purchase? If you plan to offer training, how much, and at what cost?

7. Winning proposals give something back. Some projects develop a product. The process you go through can become a product. Funders want others to adopt and adapt what you've learned. Dissemination of information or knowledge to others may give your proposal the winning edge.

8. Winning proposals follow all the guidelines specified in the Request for Proposal. If a scoring rubric or evaluation checklist is given to you, read it and follow those directions!

9. Winning proposals are professional looking. They are word-processed and simply presented. They are not bound in fancy leather covers with 12 different typefaces. Instead, winning proposals are presented according to the directions in the Request for Proposal. Most grant-makers want a signed original and several copies. Sign all materials in blue ink. This way the original can be clearly distinguished from the copies.

10. Winning proposals are not too short or too long. They tend to be as long as necessary to answer each and every question in the Request for Proposal. As a rule of thumb, use the scoring guidelines to determine length. For example, let's say the grant-maker wants the finished proposal to be no longer than ten pages. How long do you make each section? The guidelines may suggest you include an abstract, needs, activities, expected outcomes, evaluation plan, and a budget. If the scoring guidelines weight the evaluation section to be 20 percent of the final score, take that to mean that 20 percent, or two of the ten pages, should be devoted to evaluation.
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Why Grants Are Not Funded

Dr. Ernest M. Allen, Chief of the Division of Research Grants, National Institutes of Health, published an article in which he discussed the short-comings of proposals rejected by his office. These, along with the percent of time a particular short-coming was the problem, are listed below (Percentages may total more than 100 because more than one item may have been cited for a particular program.) While this list is not very recent and does not specifically apply to foundation grants or Department of Education grants, almost all lists of shortcomings cite these same problems.

A. Problem (58) percent

1. The problem is not of sufficient importance or is unlikely to produce any new or useful information. 33.1%

2. The proposed research is based on a hypothesis that rests on insufficient evidence, is doubtful, or is unsound. 8.9%

3. The problem is more complex than investigator appears to realize. 8.1%

4. The problem has only local significance or is one of production or control. . . . 4.8%

5. The problem is scientifically premature and warrants, at most, only a pilot study. 3.1%

6. The research involved as proposed is overly involved, with too many elements under simultaneous investigation. 3.0%

7. The description of the nature of the research and of its significance leaves the proposal nebulous and diffuse and without a clear research aim. 2.6%

B. Approach (73 percent)

1. The proposed tests, or methods, or scientific procedures are unsuited to the stated objective. 34.7%

2. The description of the approach is too nebulous, diffuse, and lacking in clarity to permit adequate evaluation. 28.8

3. The overall design of the study has not been carefully thought out.14.7%

4. The statistical aspects of the approach have not been given sufficient consideration. 8.1%

5. The approach lacks scientific imagination. 7.4%

6. Controls are either inadequately conceived or inadequately described.

7. The material the investigator proposes to us is unsuited to the objective of the study or is difficult to obtain. 3.8%

8. The number of observations is unsuitable. 2.5%

9. The equipment contemplated is outmoded or otherwise unsuitable. 1.0%

4. Investigator (55 percent)

1. The investigator does not have adequate experience or training for this research. 32.6%

2. The investigator appears to be unfamiliar with recent pertinent literature or methods. 13.7%

3. The investigator's previously published work in this field does not inspire confidence. 12.6%

4. The investigator proposes to rely too heavily on insufficiently experienced associates. 5.0%

5. The investigator is spreading himself too thin; he will be more productive if he concentrates on fewer projects. 3.8%

6. The investigator needs more liaison with colleagues in this field or in collateral fields. 1.7%

D. Other (16 percent)

1. The requirements for equipment or personnel are unrealistic. 10.1%

2. It appears that other responsibilities would prevent devotion of sufficient time and attention to this research. 3.0%

3. The institutional setting is unfavorable. 2.3%

4. Research grants to the investigator, now in force, are adequate in scope and amount to cover the purposed research. 1.5%

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How to Write Letters of Inquiry

What should be included in a letter of inquiry?

In recent years, letters of inquiry have become an important part of the fundraising process. Many foundations now prefer that funding requests be submitted first in letter format instead of a full proposal. Others are using preliminary letters of inquiry to determine if they have an interest in a project before accepting a full proposal. In either instance, it is important to recognize that a well-written letter of inquiry is crucial to securing funding for your project. An effective letter of inquiry is often more difficult to write than a full proposal. The letter of inquiry should be brief-no more than three pages-and must be a succinct but thorough presentation of the need or problem you have identified, the proposed solution, and your organization's qualifications for implementing that solution. The letter of inquiry should be addressed to the appropriate contact person at a foundation or to its CEO and should be sent by regular mail.

Not unlike a grant proposal, the letter of inquiry should include: an introduction, a description of your organization, a statement of need, your methodology, a brief discussion of other funding sources, and a final summary.

The introduction serves as the executive summary for the letter of inquiry and includes the name of your organization, the amount needed or requested, and a description of the project. The qualifications of project staff, a brief description of evaluative methodology, and a timetable are also included here. This should not exceed one paragraph.

The organization description should be concise and focus on the ability of your organization to meet the stated need. Provide a very brief history and description of your current programs while demonstrating a direct connection between what is currently being done and what you wish to accomplish with the requested funding. You will flesh this section out in greater detail if you are invited to submit a full proposal.

The statement of need is an essential element of the letter of inquiry and must convince the reader that there is an important need that can be met by your project. The statement of need includes: a description of the target population and geographical area, appropriate statistical data in abbreviated form, and several concrete examples.

The methodology should be appropriate to your statement of need and present a clear, logical and achievable solution to the stated need. Describe the project briefly, including major activities, names and titles of key project staff, and your desired objectives. As with the organization description, this will be presented in far greater detail in a full proposal.

Other funding sources being approached for support of this project should be listed in a brief sentence or paragraph.

The final summary restates the intent of the project, affirms your readiness to answer further questions, and thanks the potential funder for its consideration.

Note: attachments should be included only at the direction of the potential funder and should be specific to its application guidelines.

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Step-by-Step: Grant Budgets Made Easier

Step 1: Go to the Office of Research Services (ORS) web page.

Step 2: Click on “Info for Proposals.”

Step 3: Click on “Budget Info.”

Step 4: Click on “Budget Calculations Sheets.”

Step 5: Click on “Five Year Project Budget” and save to a personal file.
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Important General Information
• You can use the budget calculations sheets for projects 1-5 years in length. If your project is less than five years, enter data for relevant years only. Be sure that you DO NOT ENTER ANYTHING IN SUBSEQUENT YEARS.
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Step 6: When you are asked about the macros on the first sheet, answer YES!

Step 7: You will begin filling out the form on the “Personnel, Equipment, Travel” page, which should be open. If the sheet isn’t open, click on the tab to open it.

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Important General Information
• You can only enter information in the YELLOW cells.
• Many of these cells will have RED triangles in the right corner. These provide comment as you move your cursor over them. In some cases, you can change how that cell is calculated—more on this later. At other times you are given important information to assist you with data entry.

Step 8: Enter Project Name, Principal Investigator, and Unit through which the Proposal is submitted.

Step 9: Select the Facilities and Administrative Costs basis from the pull-down list.

Important General Information
• You need to understand the terms Total Direct Costs, Indirect Costs or Facilities and Administration Costs, and Modified Total Direct Costs:

Total Direct Costs: all costs related directly to your project

Facilities and Administration (F&A)/Indirect Costs: F&A costs cover use of space, equipment, electricity, library, campus maintenance, etc., Although not directly related to the completion of your project, Facilities and Administrative costs represent real expenditures and costs paid by the university.
Modified Total Direct Costs: Total Direct costs minus items that cannot have F&A charged to them.
Generally F&A cannot be taken on the following:
Capital Acquisitions
Participant Costs
Amount of any subaward exceeding $25,000
Graduate student tuition and fees
Costs of leased off-campus space

However, if anything less than 46% is recovered in Indirect Costs, the reduced rate generally is calculated on Total Direct Costs, unless the funding agency stipulates otherwise.
• You also need to be aware that the university charges 46% for Indirect Costs or Facilities and Administration Costs (F&A) if the agency to which you are applying does not specify the amount that the agency allows. Some agencies (generally foundations and not-for-profit funding sources) allow no Indirect Costs. Generally, agencies of the Federal Government allow F&A costs of 46% of Modified Total Direct Costs, but there are exceptions. The Department of Education allows 8%, and USDA limits F&A recovery to no more than 19% of total Federal funds. Check your Request for Proposal (RFP) or program announcement carefully.

• If you propose to receive funds from a business or for-profit entity, the university will expect to receive 46% of Modified Total Direct Costs in F&A. If the for-profit sponsor will not pay full indirect costs, the project will be classified as “Voluntary Reduction of F&A,” and the research incentive award to the college will be penalized. The current penalty is 25% of the difference between F&A received and what total F&A should have been. Please be aware that typical F&A costs in business and industry exceed 200%.

Step 10: Fill in the On-Campus and Off-Campus cells as necessary, changing them as needed. (Off-campus work is COMPLETED at a location NOT considered Texas Tech Property.) See READ ME page for more details.

Step 11: Enter the budget period start and end dates. The end date is one day before the next year begins: 09/01/03 through 08/31/04.

Step 12: Fill out the Fringe Rates, Insurance and Tuition and Fees cells and change the figures that are provided if necessary. Call either the Office of Grant Development or Research Services for any rate changes For example, FY 2004 projections for insurance costs are $424 per month and $3,408 for tuition and fees, not the figures given at the time this document was completed. Also, rates are always subject to change. Please call Grant Development or Research Services for confirmation.

Step 13: Enter the names, positions and titles of personnel, one per line; the amount of time to be spent on the project; and the percentage of time to be spent on the project.

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Important General Information

In order to complete Step 13, you will need to fill in the following:
• Monthly salary before deductions
• Number of months to be spent on the project Faculty time must be given by academic time (9 months for a full year) and a summer time since faculty are not under contract in the summer (3 months). Staff who are 12 month employees are cited as such.
• Amount of time in percentage that you or your colleagues wish to spend working on the grant. The College of Education calculates that one course for one semester equals 15%, two courses, 30%. Your department and department chair should approve your percentages.

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Step 14: For personnel working on the grant but getting no salary, enter 0% in all spaces.

Step 15: If graduate students or other students are to work on the project, fill in those spaces.

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Important General Information
• At this time, the monthly salary for RA’s is $1,050 per month. Contact OGD for changes.
• Graduate students work no more than 20 hours a week; therefore, a student who works for you 20 hours per week devotes 100% of effort.
• If a student works 10 hours a week for you, the work time is 50%.
• If an RA only works for you 10 hours, he/she has to be employed another 10 hours by another faculty person in order to qualify for insurance. You will be cautioned about this, but you can override the objections.
• Again, the amount of time will be 12 months, 9 months or some fraction thereof.
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Step 16: Complete the capital acquisitions section if applicable.

Step17: Complete the travel section, being as specific as possible. The Feds require this. Call OGD for per diem rates.
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Important General Information
• After you have filled out the first “Personnel, Travel and Equipment “ Sheet, the salaries, tuition, insurance, etc., will be escalated for you in subsequent years.
• You will need to put in time and percentages of effort for all personnel who will work in subsequent years.
• You will also need to put in travel expenses in subsequent years.


Step 18: Click the Tab for the first “Other” page.

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Important General Information
• After you have supplied all relevant information for the “Personnel, Travel Equipment” first sheet, I suggest that you go to the first “Other” sheet and complete it. After that is complete, you can see what your first year totals look like.
• All of the entries on the “Other” page are grant specific, so you will fill them out according to your grant needs.
• “Other Direct Costs” covers such items as stipends, honorariums and travel for specialists, consultants, and advisory boards; postage, phone, copying; and those types of needs.

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Step 19: Check all sums carefully as sometimes gremlins interfere with correct calculations.

Step 20: Check both your yearly summary pages and your project “Summary” page carefully.

Step 21: If calculations are not correct, screech for help!


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