introduction to proposal writing proposal development team office of research & sponsored...
TRANSCRIPT
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
Workshop Topics
Role of ORSP
Life cycle of a grant
Initial steps of proposal development
Overview of a Grant Cycle
Identifyopportunity
Review guidelines
Draft preliminary
budget
Prepareproposal
Finalize budget
Send proposal for
review
Addressreviewers’ comments
Submitproposal
• 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
Identifying Funding Opportunities
Types of Funding Agencies
• Federal• State• Foundation• Local
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
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
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
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
BREAK10 MINUTES
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?
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
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
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!
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
Resources
ORSP Development Team ORSP Research Administrators
ORSP web page Expertise System
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?
Proposal Development Team Contact Information
Ann Gates [email protected]
Claudine [email protected]
Malu [email protected]