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Grantsmanship
Contract Development and Resource Development Helping
Extension professionals
strengthen
their skills in project and budget development, proposal writing, |
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Grantsmanship
Contract Development and Resource Development Helping
Extension professionals
strengthen
their skills in project and budget development, proposal writing, |
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Useful
Tools  |
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Links
to other pages
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Click here to find these useful
tools
Authorization to Seek Off Campus Funding form (ePA-005) is an on-line OSU Research Foundation form that should be completed and submitted by the principal investigator as the proposal is being completed before the proposal is submitted to the potential funder. After clicking on the PA-005 form link PIs need to use their OSU Internet Username (name.1) and Password to log on to the site with the form. If you are unable to log on, read the message completely and then follow the directions. You may be instructed to call the OSU Technical Services Center (TSC) at 614-688-HELP (4357) to be make sure your OSU Internet Name and Password are active and accurate.
A Conflict
of
Interest
Form is an on-line form that is completed by every OSU faculty
member annually. A&P employees complete the form if they serve as a
principal or co-principal investigator of a
project
administered through OSURF.
Instructional Guides
Journals and other supporting information
Budget Development for a Project How to figure hourly rates and salaries for project personnel: When developing a budget, including accurate personnel costs is very important. Usually, you will need to know both the hourly rate and the annual salary. This downloadable Excel worksheet will help you to figure the following: Hourly rate for an agent (faculty or A&P) if you have the gross salary before deductions
Annual
salary
for an hourly
employee (A&P or Classified Civil Service) if you have the hourly
rate. Before a project proposal can be completed, personnel needs must be defined. To begin, develop a job description that includes the work that needs to be done, how much time will be needed, and what qualifications the person doing the work will need to have.
The work that
needs to be
done will determine the job classification.
Garee Earnest, Extension Personnel Leader, will help you with this part of the budget development process. Email him or talk with him at 614-292-2968. Using a budget template: A good project budget includes all organizational resources that will be needed to support and complete the project. this includes but is not limited to time, money, materials, and space. . A budget that does not include all resources will, by necessity, "rob" other projects' resources or will be poorly done.
While not all costs
may actually
be included in the final budget, it is important to know what they are
in
order to be able to make decisions about the use of existing
organizational
resources. All budgets should be based
on a realistic estimate of the costs of the project being considered. These templates includes categories of costs that are typically part of Extension projects. Budget
Template (Word)
Figuring Unit Rates: Some
funders prefer to pay for services according to the number of units of
service provided. Examples of units of service are: people
served, a class taught, a field inspected, or clubs started.
Units
need to have defined characteristics. To learn more about how to
calculate unit rates, click below.
Figuring Matching Funds:
Some funders require that you match their grant dollars with some of
your
organization's money. When a match is required, the funder may
stipulate
the match must be made with cash, with in-kind value, or with a
combination
of both. Whatever you choose to use, it must be possible to
document
and measure the value of an in-kind match by showing time sheets,
receipts,
or established market values. Some examples of common cash
matches
are: Release time for personnel where time has an hourly value;
supplies
and materials for which itemized receipts can be provided; travel where
mileage is reimbursed at a set rate. Common in-kind matches may
be
a meeting room or piece of equipment that has an established rental
rate
and is normally rented; volunteer hours with volunteers documenting
their
contribution (see volunteer
verification
form) with the time valued at minimum wage. If a volunteer's
time is valued at more than minimum wage, be able to justify the higher
rate.
Employee or
Independent
contractor: How a person is hired to work for Extension depends on
the work that will be done and the way the work will be done. The
U.S. Internal Revenue Service has a list of 20
questions that you can ask yourself about an employment situation.
Your responses will help you decide how to classify a person who will
work
for you The information about the differences between employees
and
independent contractors has also been organized as a Chart.
Top Use these templates for programs and services not
administered through the OSU Research Foundation. The format that
is appropriate will vary according to the partner and the
project.
Use a template as a starting point for discussions about the
development
of an agreement with an external organization. Note:
Contract
Template (Word Document) Open and/or save when prompted.
Remember:
Use this Contract Template as a starting point as you develop a
contract
for projects not administered through the OSU Research Foundation.
This template has
been reviewed
by the OSU Legal Affairs Office and by the OSU Extension Business
Office.
A Letter of Arrangements may be used for program services not administered through the OSU Research Foundation when the following conditions exist:
Letter of Arrangements Template (Word
document)
Letter of Arrangements Template
(WordPerfect document)
Sometimes, you may send a
Letter of Arrangements to an agency, and receive a some kind of legal
document
(Memorandum of Understanding, Agreement, contract, etc.). These
types of
documents
need to be reviewed by the Extension Business Office before any action
is taken.
Memorandum
of Understanding Template (Word document)
Memorandum
of Understanding Template (WordPerfect document) Memorandums of Understanding (
MOU) or Memorandums of Agreement (MOA) formalize a casual working
relationship between Extension and a community organization. Describes how the two
organizations
will work together when opportunities to do so occur. It is appropriate when the
following
conditions exist:
Indemnification
statements and OSU and Extension
Complete
information about OSU Extension's cost recovery guidelines, policies,
and processes, is available at the Extension Homepage
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programs conducted
by Ohio State University Extension are available to clientele on a
nondiscriminatory
basis without regard to race, color, creed, religion, sexual
orientation,
national origin, gender, age, disability or Vietnam-era veteran status.
Keith L. Smith,
Associate
Vice President for Ag. Admin. and Director, OSU Extension
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