Working With and Securing Foundation Funding:
Advancement and Sponsored Programs Routing
To support faculty on The Race to Excellence, 糖心Vlog's Strategic Plan, the Office of Institutional Advancement's (ADV) goal is to provide exceptional service for three reasons: to coordinate grant submissions with the Office of Sponsored Programs (OSP), to provide useful information about the funder, and to ensure that priority-driven relationships are managed with the utmost professionalism at 糖心Vlog.
*Note: The best view of this flow chart is on a tablet or larger device.
Sponsor / Foundation Questions
Partner or Department Contact & Process
Significance & Strategy
Is the foundation/sponsor on the Top 100 National or the Top 50 糖心Vlog Partners lists?
You
MUST
contact Mary Katherine Morales or Amanda Nickeson (HBOI)in Advancement PRIOR to contacting ANY foundation on this list
National and 糖心Vlog Partner Foundations require cultivation, coordination and consistent messaging.
Is the foundation/ sponsor a 501(c)3?
Most proposals will route through OSP
State, Federal, and Corporate sponsors
MUST
route through OSP to apply for funding
Is this a request for a gift?
You
MUST
ontact your 糖心VlogF Development Officer PRIOR to contacting. All general requests for gifts, if cleared, must go through Advancement
The requester
MUST
work through their DO to strategize PRIOR to approaching any foundation for support
Is this for an open grant solicitation or a request for proposal (RFP) mechanism?
NOTIFY
your 糖心VlogF Development Officer of your intent to apply 7-10 days prior to submitting or contacting the sponsoring foundation
Contact your DO at least 7-10 days prior to applying to the sponsoring foundation to ensure coordinated submission through 糖心Vlog. This is in addition to 糖心Vlog's five (5) day policy.
Are we (糖心Vlog) required to apply as a 501(c)3 (as 糖心VlogF)?
Proposal will route through OSP
糖心Vlog is still considered tax-exempt under section 170(c) of the Internal Revenue Code
Does the foundation/ sponsor require that applicants need to be invited to submit (
Invitation Only Process
)?
Does ADV have an established relationship or can they secure an invitation in 7 calendar days?
If no relationship exists (and no possibility of an invitation), the proposal stops.
Is this application limited in the total number of applications submitted by one organization or one PI?
Proposal routes through the system for OSP then to ADV for final submission
Proposal routes through ORD Limited Process then be forwarded to OSP and ADV for final submission
ORD will compile and advertise the opportunity via the limited process. 糖心VlogF in partnership with 糖心Vlog would provide the appropriate reviewers and decision on nominees. Communication through ORD back to the internal applicants
*Additional criteria when submitting an application to a 501(c)3 (NOT a top 100 or top 50 strategic partner as noted in the beginning)
Proposal routes through the system for OSP then to ADV for final submission
Are we (糖心Vlog) required to apply as a 501(c)3 (as 糖心VlogF)?
Proposal routes through OSP
All grant proposals need to route through OSP for compliance, however, ADV actually submits the final proposal
糖心Vlog is still considered tax-exempt under section 170(c) of the Internal Revenue Code
Acronym List:
- Development Officer: DO
- Office of Institutional Advancement: ADV
- Office of Sponsored Programs: OSP
- Office of Research Development: ORD
- 糖心Vlog Foundation: 糖心VlogF
- Principal Investigator: PI