Institutional Development (ID) offers a variety of supports to guide business development, identify funding opportunities, cultivate partners, support proposal development, and build program capacity including:

Identifying funding opportunities
Supporting proposal development
Building staff capacity in proposal & business development
Developing business plans
Analyzing proposal data and trends
Researching new funders and prospective partners

Visit us on Inside Email Institutional Development

One of the people supporting your request…

Irene Wan, Institutional Development

Hours of operation:

Monday – Friday
6AM to 5PM PT
(excluding WestEd holidays)

General ID Requests & Training

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Business License Registrations

Submit questions about state business license registration.
General Institutional Development Request

Submission form to collect general information about the request that can’t be located in the service catalog, please provide as much detail as possible so that we may assess and resolve your request.
Training

Request training for staff on working with foundations, developing federal proposals, developing and supporting state and local proposals, and PAC.

Business Strategy

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Business Planning

Developing and implementing your annual business plan. Could include a plan for your area team, division, or service business plan.
Capture Planning/Federal Opportunity Planning (Pre-Solicitation, Non-Research)

Provide support for future federal opportunities. Assist teams to make bid decisions. Capture management is a business development approach to increase win probability. Aspects of capture management include:

Qualifying business opportunities to inform pursuit decisions.

Analyzing the competitive landscape to inform refinements to our solutions that neutralize competitors’ strengths.

Evaluating potential partner organizations to inform teaming strategy.
Fee for Service

Creating new fee for service offerings, growing existing services, promoting summer institutes, developing standard list pricing.
State Strategy

Support to develop a business plan to grow work in a state or region or hold State Education Agency (SEA) Networks/Convenings.

Federal Proposal Support

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Capture Planning/Federal Opportunity Planning (Pre-Solicitation, Non-Research)

Provide support for future federal opportunities. Assist teams to make bid decisions. Capture management is a business development approach to increase win probability. Aspects of capture management include:

Qualifying business opportunities to inform pursuit decisions.

Analyzing the competitive landscape to inform refinements to our solutions that neutralize competitors’ strengths.

Evaluating potential partner organizations to inform teaming strategy.
Cost Proposal Support on Federal Contracts

Federal Request for Proposal (RFP) reviews, pricing, price to win strategy, Blanket Purchase Agreements (BPA) & Indefinite Delivery, Indefinite Quantity (IDIQ) contract proposals, and task orders.
Federal Portal User Registration Support

Assistance with federal portal user registration (research.gov, grants.gov, justgrants.gov, eRA Commons).
Support for Federal Research Competitions

Get help deciding on a competition, vetting process support, coordinating narrative reviews or other internal Quality Assurance (QA) steps, ask questions about process, get background information on competitions and WestEd submissions (organizational experience).

Past Performance & Corporate Capability

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Contractor Performance Assessment Rating (CPARS) Questions

Assistance accessing Contractor Performance Assessment Reporting System (CPARS) information.
Corporate Capability Support, Updates, & Additions

Help with alignment to funder corporate capabilities requests. Corporate Capability Library is available here.
Past Performance (Research, Reports, References), Freedom of Information Act (FOIA) Requests

Support with locating current and previous work to demonstrate capability/capacity.

Find Funding

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Funder Research & Intelligence Gathering

Research new funders/agencies, conduct market/business/competitor research, build key client contacts/relationship map, navigate eligibility and budget challenges, conduct environmental scans, research forecasted opportunities, conduct merger and acquisition research, guide outreach strategy and provide coaching.
Funding Opportunities

Reviewing and sending out funding opportunities from federal, state and local agencies, and foundations, maintaining and strengthening funding opportunity groups, subscribing to funding opportunity lists, determining WestEd eligibility for a solicitation or funder.
Support with Foundation Funding

Get help locating and engaging with foundation funders.

Templates

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Non-Disclosure Agreement (NDA), Teaming Agreement (TA) Templates & Help

Access NDA and TA templates or assistance with NDAs or TAs.
Proposal Templates

Access proposal templates.
Resume Templates & Help

Access resume templates or get assistance with resumes.
Transmittal Letter & Letter of Commitment (LOC) Templates

Access transmittal letter and LOC templates.

General Proposal Support

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Non-Disclosure Agreement & Teaming Agreement Questions

Questions about Non-Disclosure Agreements (NDAs) and Teaming Agreements (TAs): what they are, the process, and what should go in them.
Proposal Examples

Find and access proposal examples or request an example that meets your needs.
Proposal Support

For competitive proposals, please contact your ID lead and visit the Proposal Management Resource Hub.
Resource Development Cost Codes

Assistance with the creation of resource development (RD) cost codes, extending expiration dates, adding users, and troubleshooting.
Small Business Support

Access support in navigating small business partnerships and requirements. Support includes conducting searches and outreach for specific small business categories, completing forms, collecting feedback on subcontractors.
State & Local Vendor Lists

Supporting vendor list proposal development, vendor list verification, tracking of current vendor lists, questions related to no-bid contracting via existing vendor lists.
Vendor Portals

Submit questions about bid portal/vendor portal access.

PAC Support

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PAC Support for Proposal Records

Request just in time assistance to create a PAC record and submit it for approval. Additional resources include: PAC Help Page, Creating and Managing Proposals Records Page, PAC orientation – video archive
Run PAC Reports

Run PAC reports to show past and current WestEd work [location, funder, services provided, Content Area Teams (CAT)], proposals related to contracting vehicles and vendor lists, run analyses on proposal submissions and win rates within various competitions or within content areas.
Salesforce Opportunities & Sales Pipeline Management

Salesforce Modules (Opportunities, Campaigns, Leads) support, provide guidance and planning for implementing and using Opportunities in Salesforce, training for Opportunities, Campaigns and Leads, managing the sales pipeline, entering Opportunities, managing data, and sales process mapping.

Institutional Development

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PAC Support

Past Performance & Corporate Capability

Templates

Business Strategy

Federal Proposal Support

Find Funding

General Proposal Support

General ID Requests & Training

About Us

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General ID Requests & Training

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Business Strategy

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Federal Proposal Support

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Past Performance & Corporate Capability

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Find Funding

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Templates

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General Proposal Support

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PAC Support

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