Steps for Creating and Processing a Proposal for a Leadership Group

1. The Facilitator (lead applicant) crafts a work plan and budget in response to the initiative. The Facilitator must be a faculty member at an institution of higher education that is a member of the Task Force on Quality Inclusive Schooling. If someone else submits the proposal at the request of the faculty member, they must use the faculty member’s login and password.
    
2. The Facilitator reviews the work plan (including the budget) with the host institution’s appropriate financial officer (SUNY Research Foundation, an Office of Sponsored Programs or an Office of External Funding, and so on). Any revisions are incorporated into the proposal before it is submitted to the HESC.
    
3. The Facilitator submits the work plan on the website: http://old.inclusion-ny.org/activities/initiatives/index.php
   If necessary, contact Steve Wirt for website assistance at swirt@syr.edu or 315-443-1881.
    
4. The Facilitator receives an email confirmation to indicate that the work plan has been received. The HESC review team is notified that the work plan is ready for consideration. Review should be accomplished in three weeks or less for initial review.
    
5. Once all HESC reviewers have made their recommendations, the Facilitator will be contacted to clarify or amend the work plan and/or budget, or to set the approval process in motion.
    
6. If the proposal is accepted, the HESC prepares a letter of approval. The letter of approval is sent to the Facilitator with copies to the host institution's Chief Financial Officer (CFO) and Dean, and the Task Force Regional Liaison. The Regional Liaison contacts award recipients about regional Task Force meetings and activities.
    
7. The Facilitator may choose to seek forward funding from the host institution while waiting for the subcontract to be fully executed.
    
8. The HESC requests a subcontract be issued between the host institution and Syracuse University.
    
9. Syracuse University's Office of Sponsored Programs develops a subcontract and sends it to the host institution's CFO only for signature.
    
10. The CFO at the host institution will sign and return the subcontract and an A-133 audit report to Syracuse University’s Office of Sponsored Programs. If the host institution is not subject to A-133 audit reporting, the CFO should send a copy of the most recently certified audit report with the signed subcontract.
     
11. Once the subcontract is fully executed – that is, signed by the designated parties and returned to Syracuse University – one-half (½) of the approved budget amount is sent to the liaison's host institution.
     
12. The Facilitator and the CFO receive a copy of the fully executed subcontract.
     
13. The Facilitator works with the Leadership Group to achieve the goals and produce the products set out in the work plan. The Facilitator submits a final report consisting of a narrative and a detailed final cost invoice to the HESC by the date specified in the subcontract. The final narrative report should describe the work that was undertaken during the project and the outcomes of project efforts. Blank final invoice forms are attached to the fully executed subcontract and should be used to report the details of the budget expenditures.
     
14. Upon approval of the final report by the HESC, Syracuse University’s Office of Sponsored Programs issues a final payment to the host institution to reimburse expenditures. Please allow three weeks for processing of the final payment.