Max Bell Foundation (DOC) by liaoqinmei


									                               Max Bell Foundation
                                      PROPOSAL FORMAT

NOTE: Please submit your proposal electronically in .doc or .docx or .rtf format (not .pdf); submit
your budget in .xls or .xlsx or .rtf (not .pdf) format. It is not necessary to mail or courier hard
copies. Please telephone the Foundation at (403) 215-7310 for the appropriate email address.

Project Title:

Contact Information:
  Name, Job Title
  Organization Name
  Charitable Registration Number
  Telephone #
  Fax #
  email address

Give a brief (100-200 word) summary of the proposed project, including its duration, key
outcomes, intended impacts, total cost, and amount requested.

Provide a summary (~1,000 - 2,500 words) of the proposed project's context.

If the project is focused on inquiry or research, this should include:
    a review of the relevant research literature, and
    an account of the public policy and/or practice domain(s) to which the results of the
   proposed project would be relevant.

If the project is focused on delivering and assessing a pilot or demonstration project, this should
    a critical account of similar and related projects undertaken in Canada and in other relevant
    identification of the primary beneficiaries of the project (e.g., 300 school children; 10
   seniors; etc.), and
    an account of the public policy and/or practice domain(s) to which the results of the
   proposed project would be relevant.

Provide a short (1-3 sentences) rationale - or statement of need - that relates the context provided
above to the outputs, outcomes, and impacts of the proposed project. The rationale should
explain why the proposed project is worth doing.
Activities Outputs, Outcomes, and Impacts
Activities here refers only to the main categories of activity the project will involve. For
example, the activities of a project that provides training to clients might include assessing the
gaps in knowledge and skills, developing learning objectives, designing the program, delivering
the program, evaluating the results, and modifying the program.

Outputs are the products (also called deliverables) of the activities you plan to do (e.g., a
publication, a training seminar, a conference, etc.).

Outcomes are specific, measurable changes for a target group expected to occur as a result of the
delivery of outputs. Outcomes are usually specified in terms of changes in attitudes, behaviors,
knowledge, skills, status, level of functioning, etc. For example, as a result of reading and
discussing a publication (output), a target group is changing the way they conduct their daily
work (outcome).

Impacts are the permanent changes that are expected to occur (partly) as a result of the project.
These changes could happen at the level of the organization (e.g., the way work is managed
throughout the organization is changed), the community (e.g., the way citizens think about
citizenship is changed), or a larger system (e.g., the capacity of a group of non-profits within a
region to serve the local population is improved). Impacts might include improved conditions,
increased capacity, changes in practices, or policy changes. They take place over a longer-term,
typically occur after the conclusion of a project, and can be difficult to measure.

List and briefly describe the activities you plan to undertake, the outputs that the will be
generated, and how they will relate to intended project outcomes and impacts. For example:

           ACTIVITY                      OUTPUT                     OUTCOME              IMPACT
review current programs          comprehensive inventory of
related to …                     ...                            improved
conduct a literature review of                                  knowledge of ...
                                 a published review of ...                              a new
                                                                                        policy for
collect and analyze data on …    analyses of ...                changed attitudes
author report …                  a final report on ...          regarding...
author final report on …         published policy               viable alternative to
                                 recommendations for ....       ...

Describe how and by whom the proposed project will be evaluated. What evaluation questions
will be asked? What indicators will be used? What data will be collected throughout the project
to feed into the evaluation process? How will the data be interpreted? How and to whom will
the evaluation be reported? What decisions will be influenced as a result of the evaluation

Identify the names (if possible) and qualifications of the personnel to be involved in the proposed
project. Explain how the qualifications of the personnel align with project needs.
Describe the methods to be employed for each major stage of the proposed project (e.g.,
“participatory action research” or “systematic review of randomized controlled trials” etc.).
Where appropriate, justify the methods you plan to use as compared to alternative methods. The
method and its justification should be described in such a way that experts in the field will have
sufficient information to be able to critically comment.

Work plan
Provide a work plan indicating what major activities would take place, when, and by whom. The
following format may be useful. In developing a work plan, please keep in mind that it is often
the outputs/deliverables that become project milestones.

         DATE                                                   ACTIVITY         OUTPUT/DELIVERABLE
                                                      Develop survey
                                                      instrument, pre-test
                                                      instrument, secure         Published report on
January - March            Principle Investigator
                                                      permissions required,      survey results
                                                      and administer survey
                                                      to 500 persons
March – April              …                          …                          …

Communications Strategy
Describe how each of the key outputs/deliverables will be communicated. The following format
may be useful:

                           SOURCE         CHANNEL         AUDIENCE(S)         MESSAGE            TIMELINE
                                         Could include:
                                         meeting,         Example:
                                         scholarly        "Business
                                         journal,         leaders in the
                                                                           the content
                     Example: "The       seminar          province of                      Indicate when
Example: "To                                                               of the
                     executive           presentation,    Saskatchewan                     the
educate the                                                                message as
                     director of the     World Wide       with a proven                    communication
audience about X."                                                         well key
                     organization."      Web,             record of                        will occur.
                                                                           features of
                                         conference       support for
                                                                           its style.
                                         presentation,    charitable
                                         media            activity."
                                         release, trade
                                         journal, etc.
Objective 2: ...     ...                 ...              ...              ...             ...
Objective 3: ...     ...                 ...              ...              ...             ...

Project Participants
If applicable, name other organizations (including contact persons) who will collaborate on the
proposed project.

Provide a budget for the overall project, showing where you propose the funds requested from
Max Bell Foundation would be allocated. Please refer to our budget/financial reporting
guidelines below. Name the other funding organizations that have been approached, and indicate
their status regarding this proposal in terms of "awaiting response," or "committed."

Relation to Max Bell Foundation's Mission
Describe how the proposed project relates to Max Bell Foundation's mission (which is: “We
encourage the development of innovative ideas that impact public policies and practices with an
emphasis on health and wellness, education, and the environment”).

Please provide the names and complete contact information (name, title, mailing address,
telephone, fax, and email) for 3 or 4 individuals who have the expertise required to review the
content of your proposal.
This document provides information to assist:
1) applicants in preparing a budget to be included in proposals to Max Bell Foundation;
2) grantees preparing financial statements for Max Bell Foundation.

A sample budget/financial statement appears below. Each budget or financial statement should
include only those line items which are applicable and necessary. Additional line items may be
added for particular projects as approved by the Foundation.

Line Item Definitions
Personnel – Gross salary and benefits related to staff on the proposed/funded project. Benefits
include employer EI and CPP contributions, medical insurance, vacation and sick leave, and
retirement benefits.

Contracts – Payments made to consultants and/or subcontractors who provide services necessary
to the project. Include all expenses reimbursed, including salaries, office expenses, travel, etc.

Office Expenses – Expenses which are directly attributable to the proposed/funded project.
Please document the calculations that lead to this figure.

Travel – Project-related travel expenses, including economy class flights, taxis, hotels, meals,
mileage reimbursements, and registration fees. If the applicant/grantee organization has a
standard per diem policy, per diem may be charged to the grant rather than actual incurred

Communication – All expenses related to the communication of information about, progress on,
and results of the proposed/funded project.

Disbursement/Statement Periods
The Foundation typically makes disbursements and requires updated financial statements each
six months. Subsequent disbursements are made based on satisfactory progress on project
milestones and on receipt of financial statements showing no significant surplus in the project

Max Bell Foundation funds allocation
For many projects, Max Bell Foundation funds in collaboration with other supporters. The
narrative that accompanies the proposed budget / financial statement should indicate where in the
budget / statement Max Bell Foundation funds will be / have been allocated.

Carryover Funds
It may happen that, for a disbursement / statement period, the amount of a disbursement exceeds
the amount expended on items to which Max Bell Foundation funds are allocated. If this surplus
is more than five thousand dollars, the next disbursement will not be made until the Foundation
receives an updating statement showing that the surplus has been drawn down.
Budget Variations
As the project progresses, all budget line item variations in excess of 10% must be approved in
advance by Foundation staff. In the event that a project is under budget near the end of the grant
period, a written request for a time extension may be submitted to the Foundation to allow
sufficient time to expend the total grant.

Indirect Costs
The Foundation supports only those expenses directly attributable to a particular project.
Distribution of directly attributable costs may, in some instances, require proration. This is
acceptable providing there is reasonable justification given for the method of prorating costs.
For example, telephone costs may be a combination of directly attributable long distance charges
and a prorated amount that is a proportion of the monthly service fee. Rent and other overhead
may also be prorated.

Separate Accounting
The grantee should separately account for the Foundation’s grant funds. This should be done
through a separate general ledger account, fund, or cost centre. The financial statements
submitted to the Foundation should be prepared from this separate account.

Supporting Documentation
All expenditures funded with Foundation disbursements should be supported by receipt, invoice,
salary approval/timesheet, payroll register, or journal entry documentation. This documentation
should be maintained by the grantee and available to the Foundation upon request.
Max Bell Foundation Sample Budget
                                          (from DATE to       (from January 1,         total    % of Total
                                       December 31, YEAR)     YEAR to DATE)                    Expenditures

                                       please use calendar   please use calendar
                                              years                 years
                       Source 1
                       Source 2
           In-kind contributions
            Max Bell Foundation
             TOTAL REVENUE

                 Project Director
     Assistant Project Director
                            Staff 1
                            Staff 2
                 XYZ Consulting
                General Supplies
               Office Equipment
              Air Transportation
        Ground Transportation
      Mileage Reimbursement
       facilities rental

                                        Max Bell Foundation – Proposal Format Page 7 of 7

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