WELCOME TO PROPOSAL DESIGNS FOR HUMAN

SERVICES

UNIT 8 SEMINAR

Angelique Spruill, MSW

Outline for Unit 8 Seminar The Budget/Sections of a Budget

Hands on Activity

Sustainability

Funder Site Visit

Feedback From Proposals You Submit

The Budget Make sure you develop an APPROPRIATE

budget-Will need to know: What are staff and other costs? How many people (if any) need to be hired? What skills, etc. does each project staff member

have? What is the usual salary for people’s backgrounds? Do you need to pay rent or pay for space? Is there any travel required? What equipment/supplies are needed for program? Any costs involved in staff training? Will there be stipends for participants? Do you need to hire any consultants?

Also decide what you DON’T need money for

The Budget (cont.)

Two Key Budget Questions You Need to Ask:

Is the amount of money being requested sufficient to achieve the objectives being proposed?

Is the amount of money reasonable or outlandish-or somewhere in between?

Sections of a Budget PERSONNEL SERVICES (PS)

Costs of all project staff-Use Title Percentage of time/number of hours will work on

project

FRINGE BENEFITS Social security, unemployment, health and disability

insurance, vacation, holidays, pension

OTHER THAN PERSONNEL SERVICES (OTPS) All costs not associated with staffing costs Rent, liability insurance, travel, paper supplies

INDIRECT COSTS Overhead-Costs associated with things like utilities,

custodial costs, security system, etc. Funder may limit the amount you can charge as overhead

Sample BudgetPersonnel ServicesProject Director-50% of full-time at $38,000 /yr. $19,000ESOL teachers (3)-15 hours/week each at $30/hour $54,000Records Clerk-50% of full-time at $22,000/yr. $11,000

Fringe at 21% (full time staff) $6,300Fringe at 10% (part time staff) $5,400

OTPSBooks, supplies and materials-90 students/$12 per stud. $1,080Printing/copying $500

In-KindRoom rent, 200 sf at $14/sf $2,800Volunteers (3)-15 hours/week at $10/hour $18,000

Class Question

What are some of the consequences for submitting an inaccurate budget in your proposal packet?

Hands on Activity Choose one program from the agency you are

using for your final project

Come up with the following information for a budget-Don’t need amounts at this point-Just start thinking about what program will need:

Personnel Services (for at least 1 person involved with program)

OTPS for program (will you need to copy anything, hand out booklets, etc.)

Indirect Costs (will you ask for them to pay for utilities, security system for building, etc.)

Example from Peer-to-Peer Program

Peer-to-Peer is a 9 week educational program for individuals with mental illness. The program is facilitated by trained, paid mentors who are individuals with mental illness. The participants attend the program free of charge and are given a notebook of information.

PERSONNEL COSTS-Director of Programs at NAMI Delaware

OTPS-Notebooks, copying costs, training of mentors, stipends for mentors

INDIRECT COSTS-Electricity for NAMI Delaware building, security system for NAMI Delaware

Sustainability

Most funders assume you will find somebody other than them to maintain the program after their grant to you ends

In your budget, you can include other funders who are funding your programs as well as funders you have sent proposals to

Talk about any government money, private donations, annual appeals, Development staff, annual walks (or other fundraisers) to raise money for agency

Funder Site Visit

Site visits typically occur before a grant is awarded-Good sign that the funder may be considering giving you money

Foundations that give money typically spend a few hours, meet with executive director, observe programs, visit with clients (if appropriate)

Find out what funder wants to see, who they want to meet, and how long they want to stay

If you have collaborated with other agencies, may want to have somebody there to represent these agencies

Class Question

What might a funder be looking for when they come to do a site visit?

Feedback From Proposals You Submit

Even if your program is good and your proposal is well written, there is no guarantee that your proposal will be funded-Most foundation and government funders report that they can only fund 10-20% of proposals they receive

Try to get as much information as possible from funders with regard to why your proposal wasn’t funded Can you tell me if there was a problem with the

program/proposal, or if you just couldn’t fund it at this time?

Did you the think the proposal clearly addressed your guidelines? Any suggestions on how to make case more strongly?

Would you suggest we apply again? Any other suggestions on how we can strengthen

proposal?

Feedback From Proposals You Submit

Look closely at proposal yourself Does it look like proposal was done in a hurry? Is description of project clear and

understandable? Did I make a good cause for my program? Did I follow guidelines and answer every

single question? Is there anything I left out? Can I make sense of budget? Is it poorly written? Are charts I included clear? Is appendix relevant and organized? Did I correctly spell name of person receiving

the grant?

Feedback From Proposals You Submit

If you didn’t receive grant money this time, stay on good terms with funder Write letter expressing regret and stating you hope to

submit a better proposal in the future Keep funder in mind if you have something good to

show-like a newsletter related to your agency, etc. Invite funder to visit agency if they are inclined to do so

If you do receive grant money from a funder Write letter thanking them Go back and review plan on what you are going to do

with the money, steps you will take, etc. Any issues with plan you need to let funder know

You will most likely need to submit a report to funder regarding what you are doing/have done with money-Be organized with what you are doing with their money!

ANY QUESTIONS?