Underwriting Proposal Criteria & Guidelines
Application annual deadline: July 1
Successful Grantees will be notified by September 1.
Underwriting Criteria:
Underwriting of up to $3,000, disbursed in two payments, may be offered at the discretion of the UNM John Donald Robb Musical Trust. Proposals made by individuals or organizations must fulfill one or more of the following criteria:
Additional evaluation criteria are quality and clarity of the project; overall plan, management of project components, methods for evaluating success and proposed outcome or impact.
A brief (500 words) progress report will be required at the mid-point of the project and no later than February 1 for second disbursement. The reports should include expenditures with receipt back-up (when applicable) as well as progress toward goals and objectives. All recipients are required to submit a final written report on the results of the project, including expenditures (and remaining receipts) of underwriting funds.
Guidelines
Please send one electronic copy to unmrobbtrust@unm.edu,
containing the following:
The following attachments must be provided:
Successful underwriting recipients will receive an Underwriting Agreement which requires a signature indicating willingness to administer the funds from the Executive Director/Chief Executive Officer or Officer of the Board of the organization, or if the recipient is employed by an educational institution, a signature from the Chair/Dean of the department and/or college or from the Principal/Superintendent of the school is necessary.
Include supporting documentation such as links to publication, music and video clips/selections.
Late or incomplete proposals will not be considered.
APPLICANT INFORMATION
Date of Application ______________________
Project name ________________________________________________________
IRS EIN (orgs) or SSN (individuals)____________________________________________
Name of organization/individual to which underwriting would be paid. Please use legal name.
______________________________________________________________________________
Address_______________________________________________________________________
Telephone __________________________ E-mail_____________________________________
Website_______________________________________________
Contact person and title_________________________________________________________
Is the organization an IRS 501(c)(3) Yes ¨ No ¨
If No, explain__________________________________________________________________
Underwriting request amount (up to $3,000) __________________
Select type of support (supplies, publication, performance, etc.):
APPLICANT PROPOSAL
As an attachment, please answer the following questions.
1. Tell us about your project and what you expect to accomplish with support from the UNM Robb Trust? (Max 500 words)
2. What is the timeframe for reaching this goal? (Max 200 words)
3. Tell us about your organization or you as an artist. (Max 500 words)
4. Who is the audience for your project? Who does this project benefit? (Max 200 words)
5. How will you measure your success? (Max 200 words)
APPLICATION INSTRUCTIONS
· Please type and single space all proposals
· Please answer all questions in order listed
· Please use headings as provided
· Please submit one copy via email to unmrobbtrust@unm.edu
· Please do not include any materials other than those requested at this time
Successful Grantees will be notified by September 1.
Underwriting Criteria:
Underwriting of up to $3,000, disbursed in two payments, may be offered at the discretion of the UNM John Donald Robb Musical Trust. Proposals made by individuals or organizations must fulfill one or more of the following criteria:
- Support the study, propagation, production, and/or performance of the music of John Donald Robb.
- Support the preservation, maintenance and/or improvement of the John Donald Robb Archive of Southwestern Music in the Center for Southwest Research, UNM Libraries.
Additional evaluation criteria are quality and clarity of the project; overall plan, management of project components, methods for evaluating success and proposed outcome or impact.
A brief (500 words) progress report will be required at the mid-point of the project and no later than February 1 for second disbursement. The reports should include expenditures with receipt back-up (when applicable) as well as progress toward goals and objectives. All recipients are required to submit a final written report on the results of the project, including expenditures (and remaining receipts) of underwriting funds.
Guidelines
Please send one electronic copy to unmrobbtrust@unm.edu,
containing the following:
- One page Cover Letter signed by the applicant, including name, phone number, web site (when applicable), and e-mail address.
- Project Summary:
- Goals, Objectives, and Scope
- Project needs
- Start and end dates of the entire project
- Who will be served?
- Expected results
- Specific Amount Requested and Specific Use of the Funds.
- A list of Key Staff (if applicable) with a CV and brief statement of the expertise of personnel responsible for project implementation.
- Funding: Information on recent grants/underwriting received and pending proposals for other funds, if applicable
- Evaluation: Plans for evaluating the success of the underwriting, including financial accountability.
- Underwriting is not renewable.
- Successful recipients may apply again for John Donald Robb Musical Trust underwriting following a one-year hiatus.
The following attachments must be provided:
- CV and/or institutional mission statement.
- Detailed Project Budget - line item estimate of income and expenses.
- Detailed copy of the Organization's (if applicable) Current Fiscal Year Operating Budget including year-to-date information.
- Financial Statement (if applicable) for the most recent completed fiscal year including balance sheet (audited, if available).
Successful underwriting recipients will receive an Underwriting Agreement which requires a signature indicating willingness to administer the funds from the Executive Director/Chief Executive Officer or Officer of the Board of the organization, or if the recipient is employed by an educational institution, a signature from the Chair/Dean of the department and/or college or from the Principal/Superintendent of the school is necessary.
Include supporting documentation such as links to publication, music and video clips/selections.
Late or incomplete proposals will not be considered.
APPLICANT INFORMATION
Date of Application ______________________
Project name ________________________________________________________
IRS EIN (orgs) or SSN (individuals)____________________________________________
Name of organization/individual to which underwriting would be paid. Please use legal name.
______________________________________________________________________________
Address_______________________________________________________________________
Telephone __________________________ E-mail_____________________________________
Website_______________________________________________
Contact person and title_________________________________________________________
Is the organization an IRS 501(c)(3) Yes ¨ No ¨
If No, explain__________________________________________________________________
Underwriting request amount (up to $3,000) __________________
Select type of support (supplies, publication, performance, etc.):
APPLICANT PROPOSAL
As an attachment, please answer the following questions.
1. Tell us about your project and what you expect to accomplish with support from the UNM Robb Trust? (Max 500 words)
2. What is the timeframe for reaching this goal? (Max 200 words)
3. Tell us about your organization or you as an artist. (Max 500 words)
4. Who is the audience for your project? Who does this project benefit? (Max 200 words)
5. How will you measure your success? (Max 200 words)
APPLICATION INSTRUCTIONS
· Please type and single space all proposals
· Please answer all questions in order listed
· Please use headings as provided
· Please submit one copy via email to unmrobbtrust@unm.edu
· Please do not include any materials other than those requested at this time