Grant submission and writing checklist
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In the overall proposal:
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The project purpose is clearly described
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The need for the project is convincing
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The work done to date is summarized
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The project goals & objectives are clear - the objectives are listed in a logical order, the objectives are specific & measurable, each objective supports a specific goal, the outcomes can be realistically achieved
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The impact of grant funds is fully explained
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Plans are presented for sustaining the project after the grant period
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Plans are presented for publicizing the grant & its accomplishments (if required)
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The work plan contains:
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A timetable, with adequate time for the accomplishment of goals
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A description of the work to be performed by key personnel
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A schedule for consultant visits/advisory meetings & explanation for their necessity
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A demonstration of PI’s experience with techniques to be used, or examples of their successful use by others. Confirmation that generally accepted standards will be followed.
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An assessment of potential problem areas & ways to address them during the grant
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A confirmation that the necessary parties will cooperate & support the goals
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An awareness of similar projects & reasons for their success or failure
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A description of any follow-up to occur after project completion
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Samples of forms, finding aid formats, etc., to be used or created
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The personnel section:
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Includes the names, qualifications & duties of all known key personnel
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Explains that staff qualifications are appropriate for the duties assigned
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Includes job descriptions & qualifications for all positions to be filled
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Describes how a wide search for the most qualified candidates will take place
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Notes the names & qualifications of paid or non-paid advisors to the project
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The proposal budget:
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Indicates the uses for grant funds
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Includes costs to be met by applicant or other institutions
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Explains budget figures (e.g., breakdown of travel costs or consultants’ daily rates)
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Accounts for all expenditures in the proposal narrative
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Includes a separate budget form for each year of a project lasting 18 months or longer & a grand total at the end of the budget form used for the final year (when applicable)
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Includes appropriate cost-sharing or matching funds (when applicable)
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Demonstrates efforts to achieve maximum economy in achieving project goals
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Adds up!
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The section on project outcomes/evaluation includes:
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An evaluation plan that matches the list of measurable objectives & goals
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A description of how data will be gathered, by whom & release date for final report
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Evidence of careful consideration as to the purpose, audience, scope, & content of any intended product
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Descriptions & justification of the format, content & distribution plans for publications
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Descriptions of methods to be used in preparing & microfilming/digitizing records