The URL can be used to link to this page

Home My WebLink AboutRESPONSE - RFP - P767 FUNDRAISING CONSULTANT FOR MUSEUMRequest for Proposal Fundraising Consultant and Grant Writer for Museum Proposal No. P-767 Prepared for Fort Collins Museum Fort Collins, Colorado Prepared by Sharon L Chapin GreyCastle Associates PO Box 4059 Evergreen, CO 80437 303-984_7628� FAX 303 984 7658 greycastle@earthimk net July 26, 2000 Request for Proposal, No P-767—Page 1 1 SHARON L. CHAPIN PO Box 4059 • Evergreen, CO 80437 • 303 984 7628 • 303'384 7658 (FAX) • greycastle@earthlinkcom PROFESSIONAL EXPERIENCE Principal GreyCastle Associates. Consult on all aspects of development including fundraising strategies, tracking and database systems, grant writing techniques, corporate and foundation relations, annual funds, government proposals, stewardship, volunteer management, publications, and direct mail. Prepare proposals, facilitate discussions with sponsors Conduct fundraising process on behalf of client Specialty in grants —lifetime proposal acceptance rate 50-60% (national average=791o). Raised $2 0 million+ for clients in 1999 Director Corporate/Foundation Relations Colorado School of Mines Managed corporate and foundation activities Prepared and submitted $10 million in requests, doubled number of proposals outstanding; raised $3 million in 151 six months Director of Development —College of Sciences Washington State University Directed comprehensive development program during major campaign; cost -benefit ratio 2 9 cents per dollar raised; more than tripled fundraising totals over two years from $1 2 million to $4 2 million Assistant Director of Development —College of Sciences and Arts. Washington State University Major gift fundraising, publications, alumni relations, annual fund Public Relations Director Arizona Humanities Council. Increased donor base by more than 1009/o in nine months Participated in grantmaking board meetings and observed how and why funding decisions were made. Editor and Proposal Writer Office of Vice President for Research and Graduate College, Arizona State University. Researched and prepared proposals to corporate, foundation, and government agencies. Development Research Assistant. Office of Development, Arizona State University. Prospect research, newsletter and major gift proposal writing and editing, conducted feasibility studies Owner/Director The Dance Source, Tempe, AZ. Created, managed, and taught at dance studio Built business from ground up. Project Director and Archaeologist CPF Associates, Inc Grant and contract preparation and administration Fieldwork, proposals, final report preparation and production, including text, mapping, and graphics. EDUCATION Master of Arts —archaeology and geology New York University, New York, New York Specialty in Mesoamerican archaeology. June, 1985 Bachelor of Arts —anthropology with minors in geology and business accounting University at Buffalo, Buffalo, New York September, 1983 Doctor of Philosophy ---completed coursework and dissertation research in sociology with focuses in science and technology, environment, and gender, 1995 Transferring to California Institute for Integral Studies to complete Ph D in Human Learning Systems. Professional Skills Summary Sharon L Chapin Raised more than $2 0 million for clients in 1999 A sampling of projects include amphitheater construction, new soccer fields, exhibits at a nature center, older adults programming, community wellness programming, at-nsk youth, historic restoration projects, arts and culture programming, park and trails development, hospital construction, spintual programming, environmental restoration/preservation, wellness research, and residential addiction treatment, developmental disabilities programming. Hands-on involvement in strategizing and implementing comprehensive development programs including major gift initiatives, alumni relations, corporate and foundation liaisons, the grassroots "telefund," special events management, donor stewardship, and publications production, design; campaign experience. Fourteen years development/institutional advancement experience; more than seven years in PAC-10 setting, understanding and aptitude for the needs and interests for non-profit institutions and higher education, strong academic background provides ability to integrate diverse areas within organization. Experience in the arts includes owning and operating a private dance studio, being president of Festival Dance Performing Arts Association, fundraising for arts and music programs, member of Evergreen Area Council for the Arts and Chair of Arts in the Schools Program, and on a personal level —studying oil painting, dance, creative writing, poetry, and the anthropology of dance Excellent writing, editorial, and communication skills including proposals, manuals, correspondence, and publications Overall proposal acceptance rate of 50-60% compared to national average of one in fourteen or 7%. Experience in board and volunteer management; increased donor base by more than 100% at the Arizona Humanities Council in nine months, 100% participation rate for Campaign Steering Committee for Sciences at Washington State University Experience working with a broad range of disciplines, ability to tap into a diverse range of projects and present them to individual, corporate, government, and foundation sponsors Solid Liberal Arts education with a major in anthropology and archaeology, and with minors in geology and accounting. Doctoral work in sociology and environment Computer skills include both IBM and Macintosh, database management, word programs, graphics, multimedia presentations, and desktop publishing 13 g] Request for Proposal Fundraising Consultant and Grant Writer for Museum Proposal No. P--767 Prepared for Fort Collins Museum Fort Collins, Colorado Prepared by Sharon L Chapin GreyCastle Associates PO Box 4059 Evergreen, CO 80437 303-984-7628 FAX 303 984 76 58 greycastle@earthlinlc net July 26, 2000 Request for Proposal, No P-767—Page 1 rh tl Proposal Submittal Information A-H a. Individual overseeing process: Sharon Chapin, Principal b. References: Edie Hylton, Manager of Community Services, 2200 South "old" Kiphng Street, Lakewood, CO 80227, 303-409-2115 Kerry Howell, Campaign Director, The Hope Heart Institute, 528 181" Avenue, Seattle, WA 98122, 206-903-2013 Charles AN, Executive Director, Colorado Railroad Museum, PO Box 10, Golden, CO 80402-0010, 303-279-4591 (no letter is attached, but you are free to contact Charles at the number listed here) Rick Bernstein, Executive Director, Morrison Theatre Company, PO Box 308, Morrison, CO 80465, 303-935-3044 C. Description of experience: As noted on my resume, I have spent 15 years fundraising with a wide range of non-profit organizations —including museums This experience includes managing comprehensive development programs, campaign design and implementation, and preparing grant proposals on behalf of non-profit organizations As Principal for GreyCastle Associates, I conduct the fundratsing process on behalf of each client, which includes interactions with sponsors (corporate, foundation, government, and individuals) in addition to researching, wntmg, packaging, creating database tracking systems (if applicable), and submitting proposals 1 interact with clients as to the design of fundraising strategies, tracking systems, strategic plans, grant writing techniques, coaching, and volunteer management I conceptualize: projects, facilitate discussions with sponsors, and facilitate annual meeting and strategic planning sessions for clients My lifetime proposal acceptance rate is 50-60% In 1999, GreyCastle raised more than $2 0 million for its clients Previous expenence includes Director of Corporate and Foundation Relations at Colorado School of Mines Foundation At Mines, I was one of three senior managers responsible for the development team and responsible for managing all corporate and foundation activities At Mines, our area presented $IOM in requests to sponsors, doubled the previous year's totals, and raised $3 million in six months Prior to that I was Director of Development for the College of Sciences at Washington State University, in which my domain included several college museums (i e zoology, botany) Here, I oversaw a comprehensive development and alumni relations program In addition to alumni and donor relations, my program encompassed major gifts (including estate or "planned" gifts), annual giving, corporate and foundation relations, stewardship, media relations, and prospect research During WSU's first major fundraising campaign, Campaign WSU, I graded the $20 million campaign strategy for the College of Sciences Request for Proposal, No P-767—Page 2 While at WSU, I helped triple fundraising totals from $1 2 million to $4 5 million over three years My experiences have all involved "start up" activities for which I conceptualized and built programs from the ground up At the Arizona Humanities Council in Phoenix, AZ, I developed the first organizational campaign plan, while at WSU, I created a brand new program for the College of Sciences Also at the Arizona Humanities Council, I more than doubled the donor base, quadrupled the goal in nine months, and participated in grantmaking at board meetings Of the hundreds of proposals I have written during the last five years, I will outline four different proposals —one for each type of sponsor --government, foundation, corporate, and individual My role in preparing these proposals was as follows I interview the project staff and educate myself about the project and organization I then generate a draft for review by project staff We make any adjustments or edits and I submit the proposal on behalf of the agency As we go through this process, I discuss project options with funders (when appropriate), gain feedback, and work with staff to conduct site visits (if possible) Examples of grants received include Sponsor Amount of Brief Description of Project Type Award Government 735,000 awarded to the Littleton Housing Authority from Housing and Urban Development for capital needs in public housing, Littleton, CO Foundation 224,730 awarded from Boniils-Stanton Foundation for construction of the amphitheater at Lakewood's Heritage Center, Belmar Park, Lakewood, CO Corporate 25,000 awarded to the Colorado Mountain Club for an environmental project from REI, Golden, CO (this is not the largest corporate grant ever received, however, REI is one of the most competitive funders from whom to receive a grant) Individual 100,000 awarded from the Grant Family to help construct an amphitheater in Clement Park, Littleton, CO Specifically, grants are used for • obtaining funding for projects or operations, • facilitating interactions with donors and build relationships, • providing a connective link between campaigns, • articulating the mission, vision, and goals of an organization, • establishing (or forcing) collaborative relationships with complementary groups, • allowing for follow up for all areas of development —even phonathons, Request for Proposal, No P-767—Page 3 ll • allowing for donor input into the projector of ganization, • gaming visibility with sponsors, • measunng internal activity levels for the organization, • involving board members in the fundraising and editing process, and • educating the public and private sectors Grant writing is a critical element for any fundraising and public awareness program The greatest value in generating proposals is to articulate a vision for your organizational leaders and the community you serve Proposals provide concise, cohesive, written text that forms the basis for other documentation such as future proposals, strategic plans, media features, and concept letters GreyCastle grant writing services --coordinated with museum staff —accomplishes the following • An agreed upon, guaranteed number of proposals submitted to qualified prospects ■ On -site consultation, program analysis, and needs assessment ■ Written identification and clarification of your objectives and how these dovetail with sponsor interests ■ Enhanced visibility through increased numbers of submissions (many proposals are rejected simply because the funder is not familiar with an organization) • Linkages to corporate and foundation representatives who may continue to be resources in the future ■ Focused interaction and follow-up with sponsors that will help bring proposals to closure ■ Generation of proposal text that can form the basis of future requests • Instruction/traimng and demonstration of successful strategies in gaining proposal acceptance ■ Approaches to often overlooked grant making chanties d. Resources that would he provided from the museum include: • stationary/letterhead, • clencal supplies (when needed) such as museum envelopes, ■ reimbursement for copies made for large submissions (i a some funders require ten copies of a twenty -page proposal and the volume is so high we need to go to a copy place that can process larger volumes of paper), • reimbursement for postage or Federal Express expenses, and ■ unusual travel expenses or mileage Other resources include editing time from the project director or museum director and meeting time to discuss proposal strategy To be successful, we would also need board involvement (i a at site visits or to help make introductions to potential prospects) as needed Request for Proposal, No P-767—Page 4 Ell e. Past and present clients: I have included contact information where possible Some people have retired or moved on, and some organizations have changed their organizational structure and affiliations Name, City, State, Phone Project Manager Project Information Saint Benedict Center, Madison, Sr Mary David (Building the new Hospital, Jilin WI 608-836-1631 Wal enbach ]Province China Boone County Health Center, Not available rroubleshootmg/basic text for capital Albion, NE, no number is campaign available Carrington Health Center, Neva Bodin, Director of ]Hospice project for cancer patients Carrington, ND 701-652-3141 Marketing Chicago Creek Roads, Idaho Kay Willis, Executive ]Home for abused children, funding covers Springs, CO, 303-825-8703 Director operating, adoption and foster care services, education, and crisis counseling for families The Colorado Mountain Club, Kristy Judd, Executive 'Various projects related to environment, Golden CO 303-279-3080 Director recreation Colorado Railroad Museum, Charles Albi, Executive 'Various projects for museum including Golden CO 303-279-4591 Director operating, restoration education Colorado Rush Soccer Dan Ryan, President Soccer field development, programming Association, Lakewood, CO, (no longer with the 11or youth 303-986-5200 club David Taylor Dance Theatre, Linda Diekvoss, Performances, community outreach Littleton CO 303-797-6944 Executive Director )ro rammin Denver Union Terminal, Denver, Bill Newell, Project Historic restoration of windows at CO 303-623-4927 Manager Iermmal DeWitt Community Hospital, Not available Capital campaign text, prospect research, DeWitt IA ohone not available iroubleshootin Family Recovery Home, Diana Roy, Director ]initiated program for addiction recovery Williston ND 701-774-9625 Foothills Park and Recreation Edie Hylton, Manager 'Vanety of projects in programming and District, Lakewood, CO, 303- of Community and capital, athletic fields, park development, 987-3602 Administrative Services historic restoration, children's programs, culture and arts etc Hispanic Dental Association, Sandy Reed, Executive Priorities assessment and strategic Chica o IL hone not available Director )lannm The Hope Heart Institute, Tracy Ostrem, Director Projects related to cardiovascular disease Seattle, WA, 206-903-2001 of Development such as robotic surgery, research, wound healing,informatics and capital needs Lookout Mountain Nature Ctr, , Chris Leahy, Director Museum exhibits Golden CO 303-526-0594 Kim Robards Dance, Denver, Kim Robards, Artistic Performances, educational outreach CO 303-825-4847 Director Lakewood Legacy, Lakewood, Fred Taake, Board Fundraising for Lakewood's Heritage CO 303-989-4472 Member Center and the City of Lakewood projects Latino Family Institute, Not available Proposal to Chicago Trust for operating Chicago, IL hone not available Littleton Housing Authority, Dawn Shepherd, Capital needs, older adult programs, Littleton CO 303-794-9608 Executive Director affordable housing Mercy Medical Foundation, Kelly Buechler, Capital needs for wellness center, youth Williston, ND, 701-774-7404 Director .assessment center, prenatal programming, cancer treatment Mercy Hospital, Devil's Lake, Jern Feldner, Vice Prenatal programming, continuing ND 701-662-2131 President education for medical professionals Request for Proposal, No P-767—Page 5 University of Minnesota Jill Rudmtski, Director African lion research Foundation, Minneapolis, MN, of Corporate and 612-624-0054 Foundation Relations Morrison Theatre Company, Rick Bernstein, Theatre programming, educational Morrison CO 303-935-3044 Executive Director outreach Museum of Northwest Colorado, Dan Davidson, Director Collection and exhibit purchase Craig, CO 970-826-0189 Oregon Graduate Institute, Robert Mims, Director Engineering projects, capital needs Portland OR 503-690-1184 ofDevelo ment Rocky Mt Children's Choir, Linda Diekvoss, Scholarships, satellite locations Denver CO 303-795-3699 Executive Director SHARE Colorado, Denver, CO, Tony Uva, Executive Food distribution program 303-428-0609 Director Steamboat Springs Health Care Christine McKelvie, Case brochure language for capital Association, Steamboat Springs, Director of Public campaign CO 970-871-0700 Relations Williams County Social R ch Stewart, Board Youth assessment center for juvenile Services, Williston, NO, 701- Member delinquents 572-4575 f. Pricing approach: GreyCastle's professional rate is based on a multi -proposal contract at $1,000 per proposal plus expenses A needs assessment determines what number of proposals are needed to reach your financial goals A minimum of twenty-four proposal per year would initiate a cost-effective, comprehensive grants program for the Fort Collins Museum g. Time spent on project: Expected time spent on museum fundraising for the next year would average 20 hours per month over the course of the year, with more time being spent on the front-end of the contract due to the learning curve and strategy development h. Signed: Sharon L Chapin, Request for Proposal, No P-767—Page 6 Oloo*thillsk 2>00� old hioun_�uut I_11—%0 001i t,I",wo,ti0 .0;1),ti x60, I iv-,0>gAJ0fIC vw%, dooihdh oiK July 25, 2000 James B O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill This letter will serve as a letter of reference for GreyCastle Associates Sharon Chapin began writing our grants in 1996 for a variety of projects ranging from youth programming, to capital construction, to park development We have raised in excess of $1 million in this time and we continue our plans with Sharon for future fundraising goals that include the construction of our new park and recreation facility in south Jefferson County Sharon meets with our project staff, generates the initial draft, goes through the editing process with us and serves as the liaison to funders in submitting these proposals We work together in processing these requests and in conducting site visits and in meeting with funders about the proposals I find Sharon to be a highly qualified professional in her work with our staff and our funders and would highly recommend her to other organizations Please contact me at 303-409-2115 if you have any other questions Sincerely, Edie Hylton, Manager Community and Administrative Services Board of Dirwors Vhchaei R `lhLumne Lon C Holfnu Rid, R Uoodh�aid I'oL'U T FLILhovl❑ Hal Douon Roben % Fit,wn ChaiPlan FOn, SILL ( IIVIIDail ,mrd ln, Chwamn jul,w,I L�,caw, Dn.L«n THE MCRI PE HEART INSTITUTE Celebrating 40 Years July 25, 2000 James B. O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill I am writing to recommend the services of Sharon Chapin at GreyCastle Associates I have known Sharon professionally for ten years We have worked closely together in several projects and she is currently under contract at The Hope Heart Institute in Seattle, where I am Campaign Director Sharon has a strong ability to internalize organizational projects --many of a highly technical nature --and to present these program components and concepts in clear, understandable writing She is also able to generate proposal language fast, which is important when we are under deadline. In addition to submitting proposals to foundations, we also have a base of corporate and government supporters from whom we are requesting projects funds Sharon is very adept at presenting projects in a way that matches the wide range of funder interests, their accompanying organizational structure, and the language they use in evaluating our proposals I can be reached at 206-903-2013 if you have questions or comments Thank you. Sincerely, ell Ca ign Director 528 18th Avenue Seattle Washington 98122-5720 PH (206) 903-2001 FAX (206) 903-2244 Proposal Submittal Information A-H a. Individual overseeing process: Sharon Chapin, Principal b. References: Edie Hylton, Manager of Community Services, 2200 South "old" Kiplmg Street, Lakewood, CO 80227, 303-409-2115 Kerry Howell, Campaign Director, The Hope Heart Institute, 528 181' Avenue, Seattle, WA 98122, 206-903-2013 Charles AN, Executive Director, Colorado Railroad Museum, PO Box 10, Golden, CO 80402-0010, 303-279-4591 (no letter is attached, but you are free to contact Charles at the number listed here) Rick Bernstein, Executive Director, Morrison Theatre Company, PO Box 308, Morrison, CO 80465, 303-935-3044 C. Description of experience: As noted on my r6sume, I have spent 15 years fundraising with a wide range of non-profit organizations —including museums This experience includes managing comprehensive development programs, campaign design and implementation, and preparing grant proposals on behalf of non-profit organizations As Principal for GreyCastle Associates, I conduct the fundraising process on behalf of each client, which includes interactions with sponsors (corporate, foundation, government, and individuals) in addition to researching, writing, packaging, creating database tracking systems (if applicable), and submitting proposals I interact with clients as to the design of fundraising strategies, tracking systems, strategic plans, grant writing techniques, coaching, and volunteer management I conceptualize projects, facilitate discussions with sponsors, and facilitate annual meeting and strategic planning sessions for clients My lifetime proposal acceptance rate is 50-60% In 1999, GreyCastle raised more than $2 0 million for its clients Previous experience includes Director of Corporate and Foundation Relations at Colorado School of Mines Foundation At Mines, I was one of three senior managers responsible for the development team and responsible for managing all corporate and foundation activities At Mines, our area presented $IOM in requests to sponsors, doubled the previous year's totals, and raised $3 million in six months Prior to that I was Director of Development for the College of Sciences at Washington State University, in which my domain included several college museums (i a zoology, botany) Here, I oversaw a comprehensive development and alumm relations program In addition to alumm and donor relations, my program encompassed major gifts (including estate or "planned" gifts), annual giving, corporate and foundation relations, stewardship, media relations, and prospect research During WSU's first major fundraising campaign, Campaign WSU, I guided the $20 million campaign strategy for the College of Sciences Request for Proposal, No P-767—Page 2 The MIIRRIS'ON THEATRE P O. Box 308 Momson, Colorado 80465 July 23, 2000 James B O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill Please accept this letter as a reference for the grant writing services of Sharon Chapin and GreyCastle Associates I was formerly employed as Cultural Arts Specialist at the City of Lakewood in 1997 when we were beginning to fundra7ke for the amphitheater at Lakewood's Heritage Center I worked closely with Sharon in preparing this proposal In our very first grant request to the Bonfils-Stanton Foundation, we were awarded the total funds needed to construct the amphitheater (some additions were later added and applied for through a later request prepared by Debbie Ellerman) Through the process, I found working with Sharon to be efficient and stress -free We met, discussed the project, and she came away with the information needed to write a draft of the proposal. After we revised the draft with a few minor changes, she accompanied me and our area administrator to the foundation offices to discuss the proposal This process resulted in a lead gift from Bonfils-Stanton which in turn inspired other funders to assist with the overall project As Executive Director of the Morrison Theatre Company (MTC), I have continued to work with Sharon on community programming, education, and outreach She has helped create a new focus for foundation support not previously in place at MTC Please contact me at 303-935-3044 if you have questions. Sincerely, ezG _ Director SHARON L. CHAPIN PO Box 4059 • Evergreen, CO 80437 • 303 984 7628 • 303 984 7658 (FAX) • greycastle@earthhnk com PROFESSIONAL EXPERIENCE Principal. GreyCastle Associates Consult on all aspects of development including fundraising strategies, tracking and database systems, grant writing techniques, corporate and foundation relations, annual funds, government proposals, stewardship, volunteer management, publications, and direct mail Prepare proposals, facilitate discussions with sponsors Conduct fundraising process on behalf of client. Specialty in grants —lifetime proposal acceptance rate 50-6016 (national average=7c/o) Raised $2 0 million+ for clients in 1999 Director Corporate/Foundation Relations Colorado School of Mines. Managed corporate and foundation activities Prepared and submitted $10 million in requests, doubled number of proposals outstanding; raised $3 million in Is' six months Director of Development —College of Sciences. Washington State University Directed comprehensive development program during major campaign; cost-beneirt ratio 2 9 cents per dollar raised; more than tripled fundraising totals over rwo years from $1 2 million to $4 2 million. Assistant Director of Development —College of Sciences and Arts Washington State University Major gift fundraising, publications, alumni relations, annual fund Public Relations Director Arizona Humanities Council Increased donor base by more than 1001/o in nine months Participated in grantmaking board meetings and observed how and why funding decisions were made Editor and Proposal Writer Office of Vice President for Research and Graduate College, Arizona State University. Researched and prepared proposals to corporate, foundation, and government agencies Development Research Assistant Office of Development, Arizona State University Prospect research, newsletter and major gift proposal writing and editing, conducted feasibility studies Owner/Director. The Dance Source, Tempe, AZ. Created, managed, and taught at dance studio Built business from ground up Project Director and Archaeologist. CPF Associates, Inc Grant and contract preparation and administration Fieldwork, proposals, final report preparation and production, including text, mapping, and graphics EDUCATION Master of Arts —archaeology and geology. New York University, New York, New York. Specialty in Mesoamerican archaeology June, 1985 Bachelor of Arts —anthropology with minors in geology and business accounting University at Buffalo, Buffalo, New York September, 1983 Doctor of Philosophy --completed coursework and dissertation research in sociology with focuses in science and technology, environment, and gender, 1995 Transferring to California Institute for Integral Studies to complete Ph D in Human Learning Systems. Professional Skills Summary Sharon L. Chapin Raised more than $2 0 million for clients in 1999 A sampling of projects include amphitheater construction, new soccer fields, exhibits at a nature center, older adults programming, community wellness programming, at-nsk youth, historic restoration projects, arts and culture programming, park and trails development, hospital construction, spiritual programming, environmental restoration/preservation, wellness research, and residential addiction treatment, developmental disabilities programming. Hands-on involvement in strategizing and implementing comprehensive development programs including major gift initiatives, alumni relations, corporate and foundation liaisons, the grassroots "telefund," special events management, donor stewardship, and publications production, design, campaign experience. Fourteen years development/institutional advancement experience; more than seven years in PAC-10 setting; understanding and aptitude for the needs and interests for non-profit institutions and higher education, strong academic background provides ability to integrate diverse areas within organization Experience in the arts includes owning and operating a private dance studio, being president of Festival Dance Performing Arts Association, fundraising for arts and music programs, member of Evergreen Area Council for the Arts and Chair of Arts in the Schools Program, and on a personal level —studying oil painting, dance, creative writing, poetry, and the anthropology of dance Excellent writing, editorial, and communication skills including proposals, manuals, correspondence, and publications Overall proposal acceptance rate of 50-60% compared to national average of one in fourteen or 7% Experience in board and volunteer management, increased donor base by more than 100% at the Arizona Humanities Council in nine months, 100% participation rate for Campaign Steering Committee for Sciences at Washington State University Experience working with a broad range of disciplines, ability to tap into a diverse range or projects and present them to individual, corporate, government, and foundation sponsors Solid Liberal Arts education with a major in anthropology and archaeology, and with minors in geology and accounting Doctoral work in sociology and environment Computer skills include both IBM and Macintosh, database management, word programs, graphics, multimedia presentations, and desktop publishing MER/CAN ONCEPTS CITY OF FORT COLLINS FUNDRA[SING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 July 21, 2000 a American Marketing Concepts, Inc Laurie J London, President b Stewart Johnson, Deputy Assistant Secretary Louisiana Office of State Parks Department of Culture, Recreation and Tourism P O Box 44426 Baton Rouge, LA 70804-4426 Phone (225) 342-9111 FAX (225) 342-9107 Lonnie G Harper, Cameron Parish Engineer Lonnie G Harper & Associates, Inc Civil Engineering Consultants 2697 Grand Chemer Hwy P O Box 229 Grand Chemer, LA 70643-0229 Phone (337) 538-2574 FAX (337) 538-2596 Laura Walker, Events Coordinator State of Louisiana Department of Economic Development P O Box 94185 Baton Rouge, LA 70804-9185 Phone (225) 342-5694 FAX (225) 342-5349 Ronney D Mayard, Vice President Vermilion Arts Council P O Box 550 Abbeville, LA 70511 Phone (337) 898-5807 FAX (337) 898-5809 w w w a m e r i c a n m a r k e t i n g c a n c e p t s c a m e m a i l k a p 0 1 3 1 3@ k a p I a n t e I n e t J CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 c American Marketing Concepts, Inc (AMC) is an economic development firm specializing in cost effective project management Through evaluation, research, design and training, AMC offers its clients comprehensive plans to meet their requirements AMC has over 35 years experience working with city, parish, state and federal governmental agencies, as well as, local, regional, state and national for -profit businesses and non-profit organizations AMC is a Louisiana State Certified Women Business Enterprise and has received recognition for its accomplishments in the economic development field AMC has a staff of highly qualified marketing, advertising and economic development professionals As a respected economic development firm in Louisiana, AMC strives to bring its clients the best solution for their marketing needs AMC reviews with client representatives the previous history of their organization, its fundraising successes and its current needs through site visits and direct contact with staff, board, and volunteers After careful evaluation, AMC researches links between the organization's project and potential funders and develops a resource list of prospects A boilerplate application of the project is then submitted to selected grantors AMC develops a strategy for approaching each potential funder and tailors proposals to each potential funder's guidelines AMC researches, develops, submits, and monitors grant proposals to foundations, corporations, state and federal agencies, and individuals to generate revenue for the organization AMC also researches alternate funding sources such as fund-raisers, private donations, gifts -in -kind, memberships and partnering AMC's courteous staff consistently interacts with potential fenders and clients in a professional and timely manner whether it be by phone, personal visit, FAX, or e- mail AMC creates opportunities for fenders and representatives of the organization to interact on site AMC tracks proposals throughout the funding process, provides status reports and concludes with a final report Upon the award of a grant, AMC provides administrative support services by following all grantor guidelines AMC has an extensive background in project management with such projects as the Cameron Lighthouse Museum, Louisiana Games Annual Statewide Olympic -Style Amateur Sports Festival, Vermilion Arts Council Arts -In -Education, Cameron Parish Economic Development Plan and many archeological projects These extensive economic development plans cover many aspects of American Marketing; Concept's expertise AMC has also served as an advisor to many state and federal agencies such as Louisiana Culture, Recreation and Tourism's State Parks, Louisiana Department of Economic Development, and Louisiana Department of Environmental Quality CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 GRANTS ROLE IN PREPARING AWARDED Louisiana Recreation Trails Project Manager $35,000 Louisiana DOTD- Project Manager/ Submitted Transportation and Enhancement Resubmitted per state agency Wallop Breaux Project Manager $35,000 National Maritime Heritage Grant- Project Manager/ Submitted Lighthouse Restoration Resubmitted for 2nd Cycle USDA -Rural Development- Project Manager $50,000 Revolving Loan Program Louisiana-DED- Project Manager $10,000 Regional Initiatives Program Louisiana Community Development Project Manager $265,000 Block Grant USDA -Rural Development- Advisor $2 3 Million Water Project Louisiana Decentralized Arts Funding Project Manager/Current Submitted Pro >ram -Or amzational Support BellSouth Foundation -Internet Service Project Manager Submitted Powell Group Foundation- Project Manager Submitted Computer Equipment AOL Foundation -Online Service Project Manager Submitted Oshman's Supei sports Foundation- Project Manager/Current Submitted Officials and Event Equipment Women's Sports Foundation- Project Manager/Current Submitted Tampax Grants For Girls Program by Proctor & Gamble - Girls Volle ball Tournament Coca Cola Foundation -Leadership On Project Manager Submitted Health Alliances Workshop Ed Hazen Foundation -Training To Build Project Manager Submitted Strong Campus Response Teams Ben & Jerry's Foundation-Trammg To Project Manager Submitted Build Strong Campus Response Teams CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 d The City of Ft. Collins Museum shall provide a written comprehensive project description identifying the organization's goals for the Museum and its fundraising expectations It is understood that the City of Ft. Collins Museum has completed a National Endowment for the Humanities planning grant to improve the visitor expenence through new interpretive exhibits and improved access to the historic building and now seeks implementation funds for the planned project. A copy of the plan will be necessary to follow the goals set by the City of Ft Collins Museum, as well as, the requirements of the National Endowment for the Humanities planning grant A list of previous fundraising successes shall be provided for evaluation and to eliminate duplication. A detailed history of the Museum and history of the Cache la Poudre River Valley will be necessary to include in each grant application A well defined mission statement, current board of directors, current financial audits and documentation of non-profit status information is required by most potential grantors and will also help to ensure the success of the Museum project Scheduled site visits and meetings will be necessary to meet with city representatives, staff, board and volunteers to be sure the goal of the project remains intact and that all individuals involved have a clear understanding of the project and their respective responsibilities A list of all individuals and their lob descriptions and/or responsibilities shall be provided to identify key personnel more easily. Other scheduled site visits will include potential fenders. At this time an authorized individual of the Museum will be available for questions, comments, documentation and authorization. In addition, the City of Ft Collins Museum shall provide a single source contact for correspondence and authorization of grant applications and decision -making After initial evaluation and research, a complete listing of available grants will be prepared by AMC and submitted to the board for approval. Board selection of requisite grants shall be in writing All authorization given by single source contact or board shall be documented f611;1 CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 e. FUND RAISING SERVICES Organizations Name, Principal Address and Phone Project Numbers Manager Description LA State Culture Recreation Stewart Because of AMC's expertise in archeology, and Tourism — Office of State Johnson, Deputy historical preservation and tourism, AMC Parks Assistant frequently advises Louisiana State CRT on such P.O Box 44426 Secretary projects as the Sabme Pass Lighthouse Museum, Baton Rouge, LA 70804- recreational areas and historical projects 4426 Ph 225-342-8111 Toys To Recovery Barbara Gary, AMC provided grant and fund-raising guidance to P O Box 1166 Executive this non-profit state-wide organization that Breaux Bridge, LA 70517 Director provides educational and developmental toys to Ph 337-507-3282 children facing traumatic situations Vermilion Arts Council Ronney Mayard, AMC was contracted to actively research and P.O Box 550 Vice President apply for funding to financially assist the Abbeville, LA 70511 Vermilion Arts Council and the Abbeville Ph 337-898-5807 Cultural Alliance Center Museum in its quest to provide "arts -in -education" programs throughout the parish National Coalition Building Dianne Mouton- AMC assisted NCBI, a national, non-profit Institute Allen, Director organization working to reduce mibedded 105 Arbor Drive prejudices and inter -group tensions, in developing Lafayette, LA 70507-3745 a boilerplate grant proposal to submit to selected Ph 337-235-1264 grantors, as well as, recommended, installed and trained NCBI staff on necessary computer ro ams and grant administration Louisiana State Games Ralph Morton, Louisiana State Games Foundation, a member of Foundation Executive the national congress of state games committed to 1400 Poydras St Director the development of amateur sports, hired AMC to Ste 918 research and apply for grant money from various New Orleans, LA 70112 sources for the purpose of helping Louisiana Ph 504-525-5678 Games foster amateur sports and education throughout Louisiana Louisiana Dept of Econ Dev Laura Walker, AMC prepared an award winning nomination P O Box 94185 Events package for manufacturer of the year for the Baton Rouge, LA 70804- Coordinator prestigious Louisiana Governors Lantern Award 9185 which honors outstanding Louisiana Ph 225-342-5694 manufacturers for their contributions to the local economy, their investment in then workforce and their community involvement Universal Telemanagement Maggie AMC designed and developed a sales and Services, Inc Wimberley, marketing department for this national P O Box 81217 President telecommunications company which included all Lafayette, LA 70598 marketing materials, training and sales leads Ph 337-237-2220 generation resulting in a 50% increase in profit to the company CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 f AMC makes every effort to allocate the necessary time to research, develop, submit, and monitor grant proposals to foundations, corporations, state and federal agencies, and individuals to produce $200,000 for the Fort Collins Museum At the first on site visit and consultation, AMC would review with representatives the previous history of the organization, fundraising successes and its current needs After careful evaluation, AMC researches links between the orgamzation's project and potential funders and develops a resource list of Prospects, as well as, a boilerplate application of the project to be submitted to selected grantors AMC develops a strategy for approaching each potential £under and tailors proposals to each potential funder's guidelines In order to perform the consultations and scope of work described in the RFP, AMC would allocate approximately 480 hours per year (one week/month @ 40 hours) on site and 999 hours per year (83 25 hours/month) for research, development, submission, and monitoring of grant proposals All hours required for the consultations, scope of work, travel and expenses are all inclusive in the hourly i ate of $52 00 per hour In order to perform the on site consultations and scope of work described in the RFP, AMC would charge the City of Fort Collins $6,409 per month or $76,908 per year g In order I perform monthly on site consultations and the scope of work described in the RFP, AMC would devote approximately 123 25 hours per month to this project h Signature Line American Marketing Concepts, Inc By 9 4irtie4J' ndon, President % 02//1�p Date MER/CAN ARKET/NG ONCEPTS CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 July 21, 2000 a American Marketing Concepts, Inc Laurie J London, President b Stewart Johnson, Deputy Assistant Secretary Louisiana Office of State Parks Department of Culture, Recreation and Tourism P O Box 44426 Baton Rouge, LA 70804-4426 Phone (2251 342-81 1 1 FAX (225) 342-8107 Lonnie G Harper, Cameron Parish Engineer Lonnie G Harper & Associates, Inc Civil Engineering Consultants 2607 Grand Chemer Hwy P O Box 229 Grand Chenter, LA 70643-0229 Phone (337) 538-2574 FAX (337) 538-2596 Laura Walker, Events Coordinator State of Louisiana Department of Economic Development P O Box 94185 Baton Rouge LA 70804-9185 Phone (225) 342-5694 FAX (225) 342-5349 Ronney D Mayard, Vice President Vermilion Arts Council P O Box 550 Abbeville, LA 70511 Phone (337) 898-5807 FAX (337) 898-5809 w w w a m e r i c a n m a r k e f i n g c o n c e p i s c o m • e m a i l k a p 0 1 3 1 3@ k a p I a n t e I n e t While at WSU, I helped triple fundraising totals from $1 2 million to $4 5 million over three years My experiences have all involved "start up" activities for which I conceptualized and built programs from the ground up At the Arizona Humanities Council in Phoenix, AZ, I developed the fast organizational campaign plan, while at WSU, I created a brand new program for the College of Sciences Also at the Arizona Humanities Council, I more than doubled the donor base, quadrupled the goal in nine months, and participated in grantmakrng at board meetings Of the hundreds of proposals I have written during the last five years, I will outline four different proposals —one for each type of sponsor —government, foundation, corporate, and individual My role in preparing these proposals was as follows I interview the project staff and educate myself about the project and organization I then generate a draft for review by project staff We make any adjustments or edits and I submit the proposal on behalf of the agency As we go through this process, I discuss project options with funders (when appropriate), gain feedback, and work with staff to conduct site visits (if possible) Examples of grants received include Sponsor Amount of Brief Description of Project Type Award Government 735,000 awarded to the Littleton Housing Authority from Housing and Urban Development for capital needs in public housing, Littleton, CO Foundation 224,730 awarded from Bonfils-Stanton Foundation for construction of the amphitheater at Lakewood's Heritage Center, Belmar Park, Lakewood, CO Corporate 25,000 awarded to the Colorado Mountain Club for an environmental project from REI, Golden, CO (this is not the largest corporate grant ever received, however, REI is one of the most competitive funders from whom to receive a grant) Individual 100,000 awarded from the Grant Family to help construct an amphitheater in Clement Park, Littleton, CO Specifically, grants are used for • obtaining funding for projects or operations, • facilitating interactions with donors and build relationships, • providing a connective link between campaigns, • articulating the mission, vision, and goals of an organization, • establishing (or forcing) collaborative relationships with complementary groups, • allowing for follow up for all areas of development —even phonathons, Request for Proposal, No P-767—Page 3 CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 American Marketing Concepts, Inc (AMC) is an economic development firm specializing in cost effective project management Through evaluation, research, design and training, AMC offers its clients comprehensive plans to meet their requirements AMC has over 35 years experience working with city, parish, state and federal governmental agencies, as well as, local, regional, state and national for -profit businesses and non-profit organizations AMC is a Louisiana State Certified Women Business Enterprise and has received recognition for its accomplishments in the economic development field AMC has a staff of highly qualified marketing, advertising and economic development professionals Asa respected economic development firm in Louisiana, AMC strives to bring its clients the best solution for their marketing needs AMC reviews with client representatives the previous history of their organization, its fundraising successes and its current needs through site visits and direct contact with staff, board, and volunteers After careful evaluation, AMC researches links between the organization's project and potential funders and develops a resource list of prospects A boilerplate application of the project is then submitted to selected grantors AMC develops a strategy for approaching each potential fonder and tailors proposals to each potential funder's guidelines AMC researches, develops, submits, and monitors grant proposals to foundations, corporations, state and federal agencies, and individuals to generate revenue for the organization AMC also researches alternate funding sources such as fund-raisers, private donations, gifts -in -kind, memberships and partnering AMC's courteous staff consistently interacts with potential funders and clients in a professional and timely manner whether it be by phone, personal visit, FAX, or e- mail AMC creates opportunities for fenders and representatives of the organization to interact on site AMC tracks proposals throughout the funding process, provides status reports and concludes with a final report Upon the award of a grant, AMC provides administrative support services by following all grantor guidelines AMC has an extensive background in project management with such projects as the Cameron Lighthouse Museum, Louisiana Games Annual Statewide Olympic -Style Amateur Sports Festival, Vermilion Arts Council Arts -In -Education, Cameron Parish Economic Development Plan and many archeological projects These extensive economic development plans cover many aspects of American Marketing Concept's expertise AMC has also served as an advisor to many state and federal agencies such as Louisiana Culture, Recreation and Tourism's State Parks, Louisiana Department of Economic Development, and Louisiana Department of Environmental Quality CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 GRANTS ROLE IN PREPARING AWARDED Louisiana Recreation Trails Project Manager $35,000 Louisiana DOTD- Project Manager/ Submitted Transportation and Enhancement Resubmitted per state agency Wallop Breaux Project Manager $35,000 National Maritime Heritage Grant- Project Manager/ Submitted Lighthouse Restoration Resubmitted for 2nd Cycle USDA -Rural Development- Project Manager $50,000 Revolving Loan Program Louisiana-DED Project Manager $10,000 Regional Initiatives Program Louisiana Community Development Project Manager $265,000 Block Grant USDA -Rural Development- Advisor $2 3 Million Water Project Louisiana Decentralized Arts Funding Project Manager/Current Submitted Program -Organ zational Support BellSouth Foundation -Internet Service Project Manager Submitted Powell Group Foundation- Project Manager Submitted Computer Equipment AOL Foundation -Online Service Project Manager Submitted Oshman's Supersports Foundation- Project Manager/Current Submitted Officials and Event Equipment Women's Sports Foundation- Project Manager/Current Submitted Tampax Grants For Girls Program by Proctor & Gamble - Girls Volleyball Tournament Coca Cola Foundation -Leadership On Project Manager Submitted Health Alliances, Workshop Ed Hazen Foundation -Training To Build Project Manager Submitted Strong Campus Response Teams Ben & Jerry's Foundation -Training To Project Manager Submitted Build Strong Campus Response Teams CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 d The City of Ft Collins Museum shall provide a written comprehensive project description identifying the organization's goals for the Museum and its fundraising expectations It is understood that the City of Ft Collins Museum has completed a National Endowment for the Humanities planning grant to improve the visitor experience through new interpretive exhibits and improved access to the historic building and now seeks implementation funds for the planned project. A copy of the plan will be necessary to follow the goals set by the City of Ft. Collins Museum, as well as, the requirements of the National Endowment for the Humanities planning grant. A list of previous fundraising successes shall be provided for evaluation and to eliminate duplication A detailed history of the Museum and history of the Cache la Poudre River Valley will be necessary to include in each grant application. A well defined mission statement, current board of directors, current financial audits and documentation of non-profit status information is required by most potential grantors and will also help to ensure the success of the Museum project. Scheduled site visits and meetings will be necessary to meet with city representatives, staff, board and volunteers to be sure the goal of the project remains intact and that all individuals involved have a clear understanding of the project and their respective responsibilities. A list of all individuals and theirjob descriptions and/or responsibilities shall be provided to identify key personnel more easily. Other scheduled site visits will include potential finders. At this time an authorized individual of the Museum will be available for questions, comments, documentation and authorization. In addition, the City of Ft. Collins Museum shall provide a single source contact for correspondence and authorization of grant applications and decision -making. After initial evaluation and research, a complete listing of available grants will be prepared by AMC and submitted to the board for approval. Board selection of requisite grants shall be in writing All authorization given by single source contact or board shall be documented CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 e. FUND RAISING SERVICES Organizations Name, Principal Address and Phone Project Numbers Manager Description LA State Culture Recreation Stewart Because of AMC's expertise in archeology, and Tourism — Office of State Johnson, Deputy historical preservation and tourism, AMC Parks Assistant frequently advises Louisiana State CRT on such P O Box 44426 Secretary projects as the Sabine Pass Lighthouse Museum, Baton Rouge, LA 70804- recreational areas and historical projects 4426 Ph 225-342-8111 Toys To Recovery Barbara Gary, AMC provided grant and fund-raising guidance to P O Box 1166 Executive this non-profit state-wide organization that Breaux Bridge, LA 70517 Director provides educational and developmental toys to Ph 337-507-3282 children facing traumatic situations Vermilion Arts Council Ronney Mayard, AMC was contracted to actively research and P O Box 550 Vice President apply for funding to financially assist the Abbeville, LA 70511 Vermilion Arts Council and the Abbeville Ph 337-898-5807 Cultural Alliance Center Museum in its quest to provide "arts-m-education" programs throughout the parish National Coalition Building Dianne Mouton- AMC assisted NCBI, a national, non-profit Institute Allen, Director organization working to reduce imbedded 105 Arbor Drive prejudices and inter -group tensions, in developing Lafayette, LA 70507-3745 a boilerplate grant proposal to submit to selected Ph 337-235-1264 grantors, as well as, recommended, installed and trained NCBI staff on necessary computer programs and grant administration Louisiana State Games Ralph Morton, Louisiana State Games Foundation, a member of Foundation Executive the national congress of state games committed to 1400 Poydras St Director the development of amateur sports, hired AMC to Ste 918 research and apply for grant money from various New Orleans, LA 70112 sources for the purpose of helping Louisiana Ph 504-525-5678 Games foster amateur sports and education throughout Louisiana Louisiana Dept of Econ Dev Laura Walker, AMC prepared an award winning nomination P O Box 94185 Events package for manufacturer of the year for the Baton Rouge, LA 70804- Coordinator prestigious Louisiana Governors Lantern Award 9185 which honors outstanding Louisiana Ph 225-342-5694 manufacturers for their contributions to the local economy, their investment in their workforce and their community involvement Universal Telemanagement Maggie AMC designed and developed a sales and Services, Inc Wimberley, marketing department for this national P.O Box 81217 President telecommunications company which included all Lafayette, LA 70598 marketing materials, training and sales leads Ph 337-237-2220 generation resulting in a 50% increase in profit to the company CITY OF FORT COLLINS FUNDRAISING CONSULTANT AND GRANT WRITER FOR MUSEUM PROPOSAL NO. P-767 it f AMC makes every effort to allocate the necessary time to research, develop, submit, and monitor grant proposals to foundations, corporations, state and federal agencies, and individuals to produce $200,000 for the Fort Collins Museum At the first on site visa and consultation, AMC would review with representatives the previous history of the organization, fundraising successes and its current needs After careful evaluation, AMC researches links between the organization's project and potential funders and develops a resource list of prospects, as well as, a boderplate application of the project to be sobmitted to selected grantors AMC develops a strategy for approaching each pi tential finder and tailors proposals to each potential funder's guidelines In order to perform the consultations and scope of work described in the RFP, AMC would allocate approximately 480 hours per year (one week/month @ 40 hours) on site and 999 hours per year (83 25 hours/month) for research, development, submission, and monitoring of grant proposals All hours required for the consultations, scope of work, travel and expenses are all inclusive in the hourly rate of $52 00 per hour In order to perform the on site consultations and scope of work described in the RFP, AMC would charge the City of Fort Collins $6,409 per month or $76,908 per year In order to perform monthly on site consultations and the scope of work described in the RFP, AMC would devote approximately 123 25 hours per month to this project Signature Line American Marketing Concepts,, Inc' By/a�-�.'�✓�wI �/ QD LLaurte J oo, ide Date £; • allowing for donor input into the project or organization, • gaining visibility with sponsors, • measuring internal activity levels for the organization, • involving board members in the fundraising and editing process, and • educating the public and private sectors Grant writing is a critical element for any fundraising and public awareness program The greatest value in generating proposals is to articulate a vision for your organizational leaders and the community you serve Proposals provide concise, cohesive, written text that forms the basis for other documentation such as future proposals, strategic plans, media features, and concept letters GreyCastle grant writing services --coordinated with museum staff —accomplishes the following ■ An agreed upon, guaranteed number of proposals submitted to qualified prospects • On -site consultation, program analysis, and needs assessment ■ Written identification and clarification of your objectives and how these dovetail with sponsor interests • Enhanced visibility through increased numbers of submissions (many proposals are rejected simply because the funder is not familiar with an organization) ■ Linkages to corporate and foundation representatives who may continue to be resources in the future • Focused interaction and follow-up with sponsors that will help bring proposals to closure ■ Generation of proposal text that can form the basis of future requests • Instruction/traming and demonstration of successful strategies in gaming proposal acceptance ■ Approaches to often overlooked grant making chanties d. Resources that would be provided from the museum include: ■ stationary/letterhead, ■ clerical supplies (when needed) such as museum envelopes, • reimbursement for copies made for large submissions (i a some fundeis require ten copies of a twenty -page proposal and the volume is so high we need to go to a copy place that can process larger volumes of paper), • reimbursement for postage or Federal Express expenses, and ■ unusual travel expenses or mileage Other resources include editing time from the project director or museum director and meeting time to discuss proposal strategy To be successful, we would also need board involvement (i a at site visits or to help make introductions to potential prospects) as needed Request for Proposal, No P-767—Page 4 e. Past and present clients: I have included contact information where possible Some people have retired or moved on, and some organizations have changed their organizational structure and affiliations Name, City, State, Phone Project Manager Project Information Saint Benedict Center, Madison, Sr Mary David Building the new Hospital, Jilin WI 608-836-1631 Wal enbach Province China Boone County Health Center, Not available Troubleshootingfbasic text for capital Albion, NE, no number is campaign available Carrington Health Center, Neva Bodin, Director of Hospice project for cancer patient, Carrington, ND 701-652-3141 Marketing Chicago Creek Roads, Idaho Kay Willis, Executive Home for abused children, funding covers Springs, CO, 303-825-8703 Director operating, adoption and foster care services, education, and crisis counseling for families The Colorado Mountain Club, Kristy Judd, Executive Various projects related to environment, Golden CO 303-279-3080 Director recreation Colorado Railroad Museum, Charles Albi, Executive Various projects for museum including Golden CO 303-279-4591 Director operating, restoration education Colorado Rush Soccer Dan Ryan, President Soccer field development, prograinnung Association, Lakewood, CO, (no longer with the for youth 303-986-5200 club David Taylor Dance Theatre, Linda Diekvoss, Performances, community outreach Littleton CO 303-797-6944 Executive Director programming Denver Union Terminal, Denver, Bill Newell, Project Historic restoration of windows at CO 303-623-4927 ger Manag term nal DeWitt Community Hospital, Not available Capital campaign text, prospect research, DeWitt IA phone not available troubleshooting Family Recovery Home, Diana Roy, Director Initiated program for addiction recovery Williston ND 701-774-9625 Foothills Park and Recreation Edie Hylton, Manager Variety of projects in programming and District, Lakewood, CO, 303- of Community and capital, athletic fields, park development, 987-3602 Administrative Services historic restoration, children's programs, culture and arts etc I-Lspamc Dental Association, Sandy Reed, Executive Priorities assessment and strategic Chicago, IL phone not available Director planrung The Hope Heart Institute, Tracy Ostrem, Director Projects related to cardiovascular disease Seattle, WA, 206-903-2001 of Development such as robotic surgery, research, wound healing,informatics and capital needs Lookout Mountain Nature Ctr, , Chris Leahy, Director Museum exhibits Golden CO 303-526-0594 Kim Robards Dance, Denver, Kim Robards, Artistic Performances, educational outreach CO 303-825-4847 Director Lakewood Legacy, Lakewood Fred Taake, Board Fundraising for Lakewood's Heritage CO 303-989-4472 Member Center and the City of Lakewood projects Latino Family Institute, Not available Proposal to Chicago Trust for operating Chicago, lI phone not available Littleton Housing Authority, Dawn Shepherd, Capital needs, older adult programs, Littleton CO 303-794-9608 Executive Director affordable housing Mercy Medical Foundation, Kelly Buechler, Capital needs for wellness center, youth Williston, ND, 701-774-7404 Director assessment center, prenatal programming, cancer treatment Mercy Hospital, Devil's Lake, Jem Feldner, Vice Prenatal programming, continuing ND 701-662-2131 President education for medical professionals Request for Proposal, No P-767—Page 5 M University of Minnesota Jill Rudnitski, Director African lion research Foundation, Minneapolis, MN, of Corporate and 612-624-0054 Foundation Relations Morrison Theatre Company, Rick Bernstein; Theatre programming, educational Morrison CO 303-935-3044 Executive Director outreach Museum of Northwest Colorado, Dan Davidson, Director Collection and exhibit purchase Craig, CO 970-826-0189 Oregon Graduate Institute, Robert Mims, Director Engineering projects, capital needs Portland OR 503-600-1184 ofDevelo itent Rocky Mt Children's Choir, Linda Diekvoss, Scholarships, satellite locations Denver CO 303-795-3699 Executive Director SHARE Colorado, Denver, CO, Tony Uva, Executive Food distribution program 303-428-0609 Director Steamboat Springs Health Care Christine McKelvie, Case brochure language for capital Association, Steamboat Springs, Director of Public campaign CO 970-871-0700 Relations Williams County Social Rich Stewart, Board Youth assessment center for juvenile Services, Williston, ND, 701- Member delinquents 572-4575 f. Pricing approach: GreyCastle's professional rate is based on a multi -proposal contract at 51,000 per proposal plus expenses A needs assessment determines what number of proposals are needed to reach your financial goals A minimum of twenty-four proposal per year would initiate a cost-effective, comprehensive grants program for the Fort Collins Museum g. Time spent on project: Expected time spent on museum fundraising fol the next year would average 20 hours per month over the course of the year, with more time being spent on the front-end of the contract due to the learning curve and strategy development h. Signed: Sharon L Chapin, Request for Proposal, No P-767—Page 6 Foothills Park & RLcrcaHUn Distim 1200 • olci 11""ooti col„ icn s0 103 x,1)1 1 t\ i0i 9A 5 04I- •,nu doothdb oiq July 25, 2000 James B O'Neill Il, CPPO Director of Purchasing & Risk Management CI of Fort Collins 25W W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill This letter will serve as a letter of reference foi GreyCastle Associates Sharon Chapin began writing our grants in 1996 for a variety of projects ranging from youth programming, to capital construction, to park development We have raised in excess of $1 million in this time and we continue our plans with Sharon for future fundraising goals that include the construction of our new park and recreation facility in south Jefferson County Sharon meets with our project staff, generates the Initial draft, goes through the editing process with us and serves as the liaison to funders in submitting these proposals We work together in processing these requests and in conducting site visits and in meeting with funders about the proposals I find Sharon to be a highly qualified professional in her work with our staff and our funders and would highly recommend her to other organizations Please contact me at 303-409-21 15 1 you have any other questions Sincerely, Edie Hylton, Manager Community and Administrative Services Board of Dircctms Vhchacl R VAhecronc Lon A Hoffnei Ric], R VAoocl„ vd Rnr;ci T Rltho,cn Hal Douon Robert A Eistoo chanmen IntAe, CIwun,,n, LlOid ln, Ghuumm11 I',dmi,, I,.rrit,�n Iv,rm, D111 Lu11 N THE HIVIR PE HEART INSTITUTE Celebrating 40 Years July 23, 2000 James B. O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill I am writing to recommend the services of Sharon Chapin at GreyCastle Associates. I have known Sharon professionally for ten years We have worked closely together in several projects and she is currently under contract at The Hope Heart Institute in Seattle, where I am Campaign Director Sharon has a strong ability to internalize organizational projects --many of a highly technical nature --and to present these program components and concepts in clear, understandable writing She is also able to generate proposal language fast, which is important when we are tinder deadline In addition to submitting proposals to foundations, we also have a base of corporate and government supporters from whom we are requesting projects funds Sharon is very adept at presenting projects in a way that matches the wide range of funder interests, their accompanying organizational structure, and the language they use in evaluating our proposals I can be reached at 206-903-2013 if you have questions or comments. Thank you. Sincerely, ell Ca ign Director 528 18th Avenue Seattle Washington 98122-5720 PH (206) 903-2001 FAX (206) 903-2244 The MIIRRISO THEATRE P.O. Box 308 Momson, Colorado 80465 July 23, 2000 James B O'Neill 11, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill: Please accept this letter as a reference for the grant writing services of Sharon Chapin and CrreyCastle Associates I was formerly employed as Cultural Arts Specialist at the City of Lakewood in 1997 when we were beginning to fundraise for the amphitheater at Lakewood's Heritage Center I worked closely with Sharon in preparing this proposal In our very first grant request to the Bonfils-Stanton Foundation, we were awarded the total funds needed to construct the amphitheater (some additions were later added and applied for through a later request prepared by Debbie Ellerman) Through the process, I found working with Sharon to be efficient and stress -free We met, discussed the project, and she came away with the information needed to write a draft of the proposal After we revised the draft with a few minor changes, she accompanied me and our area administrator to the foundation offices to discuss the proposal. This process resulted in a lead gift from Bonfils-Stanton which in turn inspired other funders to assist with the overall project As Executive Director of the Morrison Theatre Company (MTC), I have continued to work with Sharon on community programming, education, and outreach She has helped create a new focus for foundation support not previously in place at MTC Please contact me at 303-935-3044 if you have questions Sincerely, ikcutive Director