1. 1 FORMS, PACKAGING, DELIVERY Grantsmanship and Fundraising Graduate Program in Human Services College of Public and Community Service University of Massachusetts at Boston ©2009 William Holmes

2. 2 DIVERSITY OF FORMS  Federal forms  State forms  Foundation forms  Program forms  Other forms

3. 3 FEDERAL FORMS  Electronic forms process  SF-424  SF-424a  SF-424b  SF-424c-f  Other federal forms

4. 4 STATE FORMS  Electronic State Process  MMARS and the Bidder’s list  Standard Contracts  Non-competition Contracts  Requests for Reimbursement

5. 5 FOUNDATION FORMS  NNG foundation forms  Idiosyncratic formats  Idiosyncratic contents  Varies by guidelines  Varies by size of foundation

6. 6 BUDGET FORMS  Follow line items if provided.  Follow funded project line items.  Have sub-lines for your accounting  Use code scheme of funder  Specify approved and non- approved overhead

7. 7 BUDGET NARRATIVE  Justify each line  Give sufficient, but not excessive, justification  Look for their justification language  Give special justification for unusual expenditures

8. 8 APPENDECIES  Resumes, Vitae, Bio-Sketches  Charts, Diagrams, Figures  Publications, Reports, Pamphlets  Letters of support/cooperation  Supplementary forms  Supplementary documentation

9. 9 PACKAGING PROPOSALS  Follow specifications  Be professional, but not extravagant  Assembling mailing materials in advance  Inventory material before packing  Check delivery information  Identify alternative delivery options

10. 10 DELIVERY OPTIONS  U.S. Mail  Private Mail  Electronic  Currier  Direct Delivery