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Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

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Page 1: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Introduction to

Proposal

Writing

Proposal Development Team Office of Research & Sponsored Projects (ORSP)

September 30, 2009

Page 2: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Introductions

Ann Gates, Associate Vice President for

Research

Flo Dick, Coordinator of Pre-Award Services

Malu Picard-Ami, Proposal Development

Specialist

Claudine Riccillo, Associate Director

ORSP Proposal Development Team

Page 3: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Workshop Topics

Role of ORSP

Life cycle of a grant

Initial steps of proposal development

Page 4: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Overview of a Grant Cycle

Identifyopportunity

Review guidelines

Draft preliminary

budget

Prepareproposal

Finalize budget

Send proposal for

review

Addressreviewers’ comments

Submitproposal

Page 5: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

• Disclose proposal intentions and plan timeline for submission• Know capabilities - (knowledge & time)• Meet compliance requirements• Disclose conflict-of-interest, if appropriate• Write proposal responsive to agency’s mission & goals• Obtain approvals through administrative process• Notify ORSP of readiness to submit

Role of the Principal Investigator

• Assist in finding & analyzing funding solicitations• Assist with budget development – prepare budget forms• Review, edit, and provide institutional data and writing assistance • Provide final review and check solicitation requirements• Prepare transmittal documents• Submit the proposal

Role of Sponsored Projects

Roles and Responsibilities

Page 6: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Identifying Funding Opportunities

Types of Funding Agencies

• Federal• State• Foundation• Local

Page 7: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Identifying Funding Opportunities

COS Funding Opportunities

http://www.grants.gov/applicants/find_grant_opportunities.jsp

http://0-fundingopps.cos.com.lib.utep.edu/

Electronic Tools

Page 8: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Funding Searches

Web pages to search for funding

• Grants.gov • Community of

Scholars• Google• Search Tips

Search by key words

• Search by agency

• Search by categories

Page 9: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Activity: Identifying Funding Opportunities

•Log on to COS http://0-fundingopps.cos.com.lib.utep.edu•Use the wizard search function•Open an opportunity and review the synopsis

•Log on to Grants.gov http://www.grants.gov/applicants/find_grant_opportunities.jsp•Select ‘Browse by Agency’•Select agency of interest – browse opportunities•Sign up for e-mail alert

•Demo ORSP Funding Sources page http://research.utep.edu/Default.aspx?tabid=58961

Tasks

Time Limit: 20 minutes

Page 10: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Networking and Establishing Collaborations

Faculty and Staff Expertise

Research Centers

Technologies and Patents

Research Facilities

Equipment

Laboratories and Research Groups

Web-based Expertise Profile System provides information on:

The Collaborative Partnership is search engine that allows individuals to find each other and build partnerships in pursuit of conducting research through inter-institutional searches

F A C U L T Y / S T A F F L O G I N

Username Password

[ Forgot Password ]

[ Need More Help ]

E-mail login allows editing access

http://orspprofile.utep.edu/profilesystem/indexnew.php

Page 11: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

BREAK10 MINUTES

Page 12: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Analyzing a Solicitation

Does the solicitation request:Preliminary proposal? Letter of intent? Full proposal?

Does the solicitation limit the number of submissions?

What are the deadlines?

What is the goal of the program?

What is the funding level and funding period?

Who is eligible to submit?

Page 13: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Activity: Analyzing a Solicitation

Get into assigned groups

Introduce yourselves and state your research interest

TaskReview the assigned solicitationAnswer the questions to the right

Answer the following:

Eligibility?

Funding level/period?

Goals?

Deadlines?

Limitations on number of submissions?

• Preliminary proposal?• Letter of Intent?• Full proposal?

Requirements?

Time Limit: 15 minutes

Page 14: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Getting Started• Read proposal preparation instructions• Identify required sections and review criteria• Determine if your work can provide an innovative or

transformative approach to the solicitation • Contact your program officer/manager to check fit• Identify information/resources needed• Write the proposal outline• Review your outline with others to check correctness

and completeness

Considerations•View proposal preparation as a process•Create a checklist

•Create a timeline•Determine amount of work needed and available time•Perform a reality check

Initial Steps of Proposal Preparation

Page 15: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Contacting Your Program Officer

• Volunteer for panels• Arrange a visit every time you’re in the

area• Send e-mail to arrange a phone call

– Be prepared to discuss the solicitation and fit

– Ask questions about the solicitation that are not clear or not addressed in FAQ

– Discuss new ideas to check if there is interest

Have a one-page summary of ideas

Make sure your topic is appropriate —discuss with a seasoned researcher a priori

Your program officer wants to get to know you!

Page 16: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Activity: Developing an Initial Proposal Outline

•Find all guidelines and requirements in the solicitation and supporting documentation

•Identify the review criteria

•Create a preliminary outline using the guidelines and requirements

• Determine the sections in which the evaluation criteria should be addressed

Tasks

Time Limit: 20 minutes

Page 18: Introduction to Proposal Writing Proposal Development Team Office of Research & Sponsored Projects (ORSP) September 30, 2009

Reflection

What did you learn today that was new?

What elements of the workshop did you find the most

relevant?

What would you like to learn more

about?