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
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 NY Three 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 opportunities Identify 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
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 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 , mail Plan ahead to avoid the rush, avoid potential pitfalls, verify receipt
Questions? Doug Gorby Regional Biologist – New York