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From RFP to Award Navigating the GLRI Maze Identifying opportunities Developing a strategy Structuring a successful proposal Securing the award 2010 Healing Our Waters Conference September 23-24, 2010 – Buffalo, New York

From RFP to Award Navigating the GLRI Maze Identifying opportunities Developing a strategy Structuring a successful proposal Securing the award

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From RFP to Award Navigating the GLRI Maze

Identifying opportunities

Developing a strategy

Structuring a successful proposal

Securing the award

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DU mission: Conserve, restore and manage wetlands and associated habitats for North America’s waterfowl. These habitats

also benefit other wildlife and people.

Established 1937 World’s largest non-profit wetland conservation organization Grassroots organization with paid conservation staff

Total Membership: 773,360 NHQ in Memphis; 4 regional offices; gov’t affairs in DC Not a hunting or advocacy group Total Acreage Conserved: 12,248,956 Partners, partners, partners Restoration

Engineering Project delivery and administration

Land Protection Public Policy Research GIS

Great Lakes/Atlantic Regional Office

DU in NYThree GLRI grants in NY…so far

NOAA St. Lawrence Valley Fisheries Habitat Enhancement

EPA Lake Ontario Invasive Species Control and Habitat Enhancement (subrecipient to TNC)

USFWS Joint Ventures Indian River Lakes Wetland Protection

Identifying GLRI opportunities Be proactive, not reactive

Have projects “on the shelf”

Have due diligence, project components clear before RFP hits

Consult with agency staff developing the RFP before the RFP is issued

Identify the scientific basis for the need for the project

past studies, baseline

opportunity to partner with universities, other researchers

Get partners in one room and hammer out responsibilities, roles, obstacles

Identifying GLRI opportunitiesIdentify the goals for the project, realizing there may be

multiple goals the project can address Invasive species, fisheries habitat, endangered species, water quality

Set realistic goals Don’t sell yourself short Don’t overpromise

Develop a Strategy Geography

Are there multiple small projects that have a common need?

Develop larger, regionally based projects.

Which partners?

Why are they are partner?

Who is applicant? Sub-recipient? Subcontractor?

Develop a Strategy Choose an RFP that fits strategically with the project and the

likelihood of getting funded

Which RFP? Shotgun or selective?

What match (and why?)

Is match required? Does it make your proposal more competitive?

Is the match better used elsewhere?

Can match be generated via collaboration?

Funding level

Are you submitting several proposals?

Structure the Proposal

GOAL: Make it as easy as possible for the agency to award you the grant.

Understand Rank Defend Administer

Structure the Proposal Go through RFP with fine tooth comb

(Consult with agency staff developing the RFP before the RFP is issued)

Discern the intent – read between the lines

Understand the agency and the people

Develop a checklist of hot buttons

Make project relevant to the RFP and the agency

What are their goals?

How do they measure outcomes? How do you measure outcomes?

Will they buy into your system for measuring success and achieving goals?

Arrange the proposal in a logical format that either Follows the guidance of the RFP specifically, or Follows the order and logic of the RFP as closely as possible

Try to anticipate how the black box works (peek inside if you can) Make the proposal fit the process Realize that you may have several people reviewing all or

parts of your proposal Each section must stand on its own merit and provide the

reviewer with all the information they need to make a judgment

Don’t assume the reviewer has read other sections or knows anything more about the project

Structure the Proposal

Structure the Proposal Don’t assume your reviewer will know anything about your project,

location, organization, or ability to deliver

Avoid jargon or criteria that are unique to your organization

Develop a timeline that is realistic and meets the RFP

Develop a plan for how steps of the project will be achieved

Identify staff or partners who will have ownership of these step

Adopt RFP language to use in proposal

Identify opportunities to use the project to:

Promote the GLRI and partnerships between the agency and the grantee

Utilize the project for outreach, education and celebration

Pay attention to the points

Securing the grant Make sure you have all the required components to allow the agency to award you the grant

DUNS number http://www.dnb.com

Support letters

partners, stakeholders, legislators

SF-424, lobbying disclosure, and other federal forms

Resumes or statements of qualification for all personnel who will be involved (applicant and partners)

highlight experience administering or delivering past grants or projects similar in scope and size to proposal

Securing the Grant Prepare for Grant Award

Internal ability to satisfy A-133 or other audit

audit ready files

QAPP

Safety Plans

Invasive species plans

Subrecipient agreements

Internal policies on contracting, invoicing, accounting, procurement,

Securing the Grant Review by someone outside the proposal process

Submit it as instructed by RFP

format, use of attachments, supporting materials, GIS data

Register with grants.gov, or submit via email, mail

Plan ahead to avoid the rush, avoid potential pitfalls, verify receipt

Questions?Doug Gorby

Regional Biologist – New York

585.683.6764 [email protected]