Professional Grant

Writing Services

Presented by

T. Pinney & Associates, LLC Teri Pinney, President

1263 SW Cedar Cove, Port Saint Lucie, FL 34986

Email: teri@pinneypwc.com

Phone: (772) 979-3783

Website: www.teripinneypwc.com

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Table of Contents

Cover Sheet…………………………………………….1

Transmittal Letter………………………………………3

Addenda……………………………….………………..4

Exhibit “A” – Scope of Services……………………….5

Capability, Experience, and Skill……………….…5

Successful Past Performances……………………..7

Personnel and Capabilities……………………….10

Proof of Licenses…………………………………15

Litigation or Terminations………………………..15

Evidence of Ability to Deliver on Time………….15

Fee Structure……………………………………...16

Exhibit B………………………………………………18

Exhibit C………………………………………………19

Exhibit D………………………………………………20

Resumes……………………………………………….22

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May 3, 2017

IRL Council

1235 Main Street

Sebastian, Florida 32958

RE: RFQ No. 2017-006 Grant Writing Services

Dear Grant Review Panelists:

In 2008, I began as a sole proprietor, a writing consultant providing grant writing services to

clients in the Treasure Coast, Florida vicinity. I was a retired English teacher and high school

assistant principal.

Today, through the Grant Professional Association and Grant Professional Certificate Institute,

which reviewed my education, experience, background and gave me an examination series, I am

a certified grant writer—a GPC. This means I am held to standards of ethics, confidentiality, and

professionalism.

I have written hundreds of proposals and have been instrumental in obtaining millions of dollars

in federal, state, and private foundation grant funding for my clients. This includes over $3

million for St. Lucie County alone, where I also reside. I know how to prepare the SF424 for

federal grants, coordinate complex information, prepare the budgets, and how to develop the

Abstract, Project Narrative, Organizational History, Evaluative Outcome Measurements, Logic

Models, etc. I perform the primary writing and development all grant applications, but will use a

researcher and technical writer, if needed.

It would be an honor to provide professional grant writing services to IRL Council, and I hope

that you give me the opportunity to prove my capabilities. The Treasure Coast has been my

home for 17 years. I have a profound personal interest to assist in the grant writing efforts that

would fund projects that protect or save the Indian River Lagoon and its surrounding estuaries.

Warmest regards,

Theresa “Teri” Pinney

Teri Pinney, President

T. Pinney & Associates LLC

1263 SW Cedar Cove, Port Saint Lucie, FL 34986

Phone: (772) 340-3073, (772) 979-3783

Email: teri@pinneypwc.com, Website: www.teripinneypwc.com

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ADDENDA

As of submission date of this proposal, May 3, 2017, no

modifications or revisions have been made aware to T.

Pinney & Associates LLC.

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EXHIBIT “A” - SCOPE OF SERVICES

Capability, Experience, and Skill

T. Pinney and Associates (TPA) is made up of Teri Pinney, the primary consultant writer and

technical writers. She has created and worked on numerous government grants. Most have been

federal government agency grants—USDA, NSF, Department of Commerce (EDA), Department

of Labor, EPA, Department of Justice, and Department of Energy. TPA has also developed

grant submission packets to numerous private foundations, such as Walmart Foundation, AARP,

PNC Foundation, and local county United Way. All proposals are professionally developed,

executed, and on-time for deadlines.

TPA is capable of providing grant writing services for any type of funding. Below is a partial

listing of current and past grant or writing projects we have worked on:

• Treasure Coast Research Park

• St. Lucie West Utilities

• Public Defender – Circuit Court 19

• District of Columbia Public Schools

• City of Riviera Beach

• St. Lucie West Water Utilities

• Sargent Rehabilitation Center

• Miami Charter Community School

• School Development Group

• Education Growth Advisers

• TFAmericas

• VSCHOOLZ, Inc.

• Finishing Trades Institute

• International Union of Painters & Allied

Trades

• Labor Management Cooperation Initiative

• Florida Research Coast

• Education Facilities Solutions

• St. Lucie County Green Collar Task Force

• Florida Organic Aquaculture

• Ironworkers Local 402

• Indian River State College, Corporate &

Community Training Institute

• City of Lauderdale Lakes

• Homeless Family Center

• Yeshiva Elementary School

• Dogs and Cats Forever

• Treasure Coast Hospice

• VKidz/Science4Us

• The Gathering of Palm Beach

• Manatee Observation Education Center

• La Familia Resource Center, LA

• HANDS Medical & Dental Clinic

Treasure Coast Community Singers

• Aqua-Manna, ID

• Fort Pierce Police Athletic League

• Nettles Island Condo Association

• Workforce Solutions/SLC Workforce

Alliance

• Lake Charles Association

• Animal Rights Foundation/Tri-County

Animal Hospital

• Harbor Branch Oceanographic Institute

• Texas A&M AgriLab

• Fort Pierce Sunrise Theatre

• Wilson City, LLC

As stated earlier, Teri Pinney is the grant writer for all projects. She started her grant consulting

business as a sole proprietor in 2008 after she had retired as a high school assistant principal for

the State of Florida. She was a one-person operation, providing professional services to dozens

of clients up until 2013, when her company expanded and turned into a LLC. This is when Ms.

Pinney brought on the services of subcontractors—most of whom have also been retired

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educators from around the country. They were specialized in fields of research, graphic design,

writing, and project development.

Teri Pinney is a certified grant

professional, a GPC, with the prestigious

Grant Professional Association, formerly

known as the American Association of

Grant Professionals. GPA is an

international organization with

certification licensing executed through

the Grant Professional Certification Institute. GPCI is dedicated to the public good and believes

that it is imperative that as the field emerges, grant professionals are prepared through an

extensive credential procedure that involves education and work experience background check,

in addition to an eight-hour examination process of grant procedures and processing. A certified

professional has a better knowledge-base, performance abilities, integrity and ethical standards.

Mrs. Pinney will be the key consultant and primary contact for this project. She can be reached

at all times via her email at teri@pinneypwc.com or phone (772) 979-3783. She has written

hundreds of government and private foundation grants for clients. For over twenty years, some

of her grant writing expertise have included:

• Department of Justice, $400,000

• National Science Foundation SBIR $150,000 & $148,725

• Economic Development Administration $1 million

• USDA SBIR, $97,000 & $148,000

• AARP Foundation, $200,000

• Hearst Foundation, $100,000

• National Endowment of the Arts, $40,000

• Economic Development Agency, $1.8 million and $800,000

• Dept. of Labor, S. Harwood Training, $149,500

• United Way of St. Lucie County, $30,000

• FEMA Flood Mitigation Storm Water Management, $1.15 million

• Department of Labor, WINGS, $500,000,

• EPA Brownfields Training, $200,000

• EPA Weatherization Training, $957,000

• U.S. Dept. of Education $600,000

• FL Dept. of Education, $200,000

• FL Division of Cultural Affairs, $18,800

• Indian River County Community Impact 100 $100,000 & $50,000

Recognized for her expertise in grant writing, Ms. Pinney has also been contracted as a training

consultant by the Florida premiere educational institution in the Treasure Coast—the Indian

River State College. She holds Business Communications, Fundamental of Grant Writing, and

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Advanced Grant Writing workshops for those in the industry. She has also given training

presentations to boards of directors, nonprofit organizations, and community members on project

development and grant writing.

Teri Pinney has her Masters of Business Administration from Chaminade University in

Honolulu, Hawaii and her Bachelors of Science degree in Business from the University of

Tampa, Florida. She has also accumulated extensive credits toward another Masters of Science

degree in Education Leadership from Nova Southeastern University. Teri Pinney was born and

raised in Honolulu, Hawaii, graduating high school from a small rural town there.

Information about T. Pinney & Associates LLC, can be viewed on our website www.teripinneypwc.com. Staff members of T. Pinney & Associates LLC have extensive

experience with grant monitoring and compliance. Most are retired educators from Florida.

Insurance. T. Pinney & Associates LLC has professional insurance with ACORD Corporation

– United States Liability Insurance Group through the Post Insurance Company.

Successful Past Performance

1. U.S. Homeland Security, FEMA. Contact person: Bill Hayden, Public Works Director,

St. Lucie West Service District, Utilities Office, 450 SW Utility Drive, Port Saint Lucie,

FL 34986. Phone: (772) 340-0220, Extension 104; Fax: (772) 871-5771. St. Lucie

West Services District is a legal entity and public body created pursuant to Chapter 190,

Florida Statutes, organized as a Community Development District (CDD) within the

boundaries of the City of Port St. Lucie. The District serves approximately 7,000

customer properties with a population of about 22,000 in the Client of Port St. Lucie in

St. Lucie County. Teri Pinney was contracted to write this grant proposal, a Hazard

Mitigation Grant Program and Flood Mitigation Assistance. The project involved

digging deeper drainage systems and mechanizing the control gates to prevent flooding.

$1.5 million was applied for and $1.1 million was awarded, due to funding restraints.

Teri Pinney also wrote SFWM TMDL grant (awarded $400,000) and the FL Energy

Grant for St. Lucie West Service District.

2. U.S. Department of Commerce, Economic Development Administration. Contact:

Ben DeVries, CEO & Executive Director of St. Lucie County’s Treasure Coast Research

Park. 2199 South Rock Road, Fort Pierce, FL 34945. Phone: (772) 467-3107. Teri

Pinney has developed grant proposals for TCERDA. Recently a $1 million grant

(awarded $800,000) was for a Food Business Incubator project, which consisted of

building a dry/wet kitchen for food processing facilities offered to farmers and growers in

the quad-county region. Endorsed and supported by Senator Bill Nelson and numerous

Florida state senators, along with St. Lucie County Commissioners and the Client of Port

St. Lucie Client Council and Mayor. Mrs. Pinney also worked with scientists and USDA

biologists to write a research grant from USDA, obtaining an award of $100,000.

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3. U.S. Department of Labor. Contact person: Doug Coward, former St. Lucie County

Commissioner, (772) 618-3497 or Glenda Harden, Vice President, Workforce Solutions,

584 NW University Boulevard, Port Saint Lucie, FL 34986. Phone: (866) 482-4473.

This grant writing is mention here because it was an enormous and complex project, yet

Teri Pinney developed it successfully. She coordinated and wrote a grant proposal that

encompassed the St. Lucie County; Lauderdale Lakes Sheet Metal Union; Palm Beach

Ironworkers; District Council #78 Painters Union; Local #60 Heat & Frost Insulators and

Allied Workers; Florida Carpenters Regional Council; and the Workforce Solutions

Region #20. Funding was for the development of a green collar training program.

$500,000 was awarded. After this project, Mrs. Pinney was contracted to write grants

and hold workshops for the International Painters Union LMCI and the FL Ironworkers

Union.

4. U.S. Economic Development Administration (EDA), Department of Commerce, &

Department of Agriculture. Contact persons: Jason Nunemaker, City Manager of

Fellsmere (Florida). 22 S Fellsmere Street, Fellsmere, FL 32948. Phone: (772) 571-

1616. Teri Pinney, as grant writing consultant, served on this 2012 grant team. The

project asked for funding to build a road that would service a new aquaculture business

and provide growth for existing businesses on the Fellsmere Farm location. $300,000

was awarded.

5. U.S. Department of Commerce, National Oceanic and Atmospheric Administration,

Sea Grant Community Climate. Contact: Dr. Tzachi Samocha, Research Scientist &

Regents Professor at Texas A&M AgriLab. 4301 Waldron Road, Corpus Christi, Texas

78418. Phone: (361) 937-2268, Fax: (361) 937-6470. Teri Pinney, as grant writing

consultant for Florida Organic Aquaculture, led a grant application team on a project

entitled, “Seed-to-Harvest Operations Manual & Training Program.” This was for the

development of a training program and operations manual for indoor biofloc-dominated

production of the Pacific white shrimp. Awarded $100,000.

6. USDA Small Business Innovation Research. Contact: Clifford Morris, CEO &

President of Florida Organic Aquaculture LLC, the largest closed-water private shrimp

production and research facility in the U.S. Headquarters Offices: 930 W Indiantown

Road, Suite 204, Jupiter, FL 33458. Facilities: 15369 County Road 512, Fellsmere, FL

32948. Phone: (561) 741-3000. Created and submitted grant proposal for $100,000 for a

Feasibility Study to determine if it is economically viable to train small to mid-sized

farmers how to grow sustainable shrimp on a smaller scale. Endorsed and supported by

the City Council and Mayor of the City of Fellsmere and the Indian River Economic

Development Council/Chamber of Commerce.

7. Public Defender Office – 19th Circuit Court. Contact: Patricia Amford, administrator,

and Public Defender Diamond Litty at 1664 SE Walton Road, Suite 203, Port St. Lucie,

Florida 34952. Phone: (772) 337-5665. Mrs. Pinney was contracted by the Public

Defender’s office to write a grant for the Department of Justice Smart Defense Initiative

funding. Amount requested was is $400,000.

8. Yeshiva Elementary School. Contact: Rabbi Elchanan Zweig, assistant principal at

7902 Carlyle Ave, Miami Beach, FL 33141. Phone: (786) 547-5329. Wrote $75,000

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grant proposal for the U.S. Department of Homeland Security seeking funding for

enhancing the school’s security system. This included supporting the costs of erecting a

fencing around the perimeter of the property and adding surveillance cameras throughout

the campus.

9. St. Lucie County, FL – Legislative Affairs. Contact: Nicole Fogarty, legislative affairs

manager, 2300 Virginia Avenue, Fort Pierce, FL 34982. Phone: (772) 462-6406.

Contracted to write proposal for the Treasure Coast International Airport expansion

hanger project funding through the Department of Commerce, Economic Development

Authority. Amount requested and awarded was $1.5 million.

10. Virtual Schools of Excellence. Contact: Trina Angelone, Head of Schools. 210 S

Depot Dr, Fort Pierce, FL 34950. Phone: (954) 661-8582. Wrote FL Cultural & Arts

Council grant application and proposal for the VSOE Children’s Theatre. Funding

covered costs of hiring theater professionals to mentor and teach students about

screenwriting, production, and stage. Awarded $30,000.

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Personnel and Capabilities (all resumes attached separately)

As a writing consultant, Teri Pinney has chosen to operate from a fully-

equipped homebased office for ten years. This has been a successful setup, as

a closed environment to conceptualize, research, and write projects are all

essential elements for professional writers. It enables her to work at various

times of the day. This also makes her accessible to clients beyond the typical

conventional 9 to 5 hours. She meets with clients at their offices or pre-

arranged locations, as needed.

Mrs. Pinney’s experience in grant and report writing spans over 18 years into

her years as a retired educator. Not only has she done grant writing, but she

has also been responsible for Qualitative Assessment Reports (QAR) for the

Southern Association of Colleges and Schools (SACS), today called AdvancED. As a SACS

lead evaluator, Teri Pinney headed teams of educators into schools and school districts to

determine their accreditation recommendations. She has evaluated over 300 schools in Florida

and California, writing QARs for accreditation recommendations.

In addition to her technical and marketing writing skills, Teri Pinney is also a master teacher and

trainer. With over 25 years in the education field, she has influenced thousands of people, young

and old, in topics that range from English Literature to Business Correspondence. Several times

a year, she holds writing workshops for Indian River State College and sometimes holds them in

Honolulu, Las Vegas, Virginia Beach, and Atlanta.

Teri Pinney has a Bachelor’s Science and a Master’s of Business Administration degree, in

addition to extensive credits toward a Master’s in Education Leadership. She is from Honolulu,

Hawaii and has lived in Florida for 20 years. Today she lives in St. Lucie West, Port St. Lucie,

Florida.

The T. Pinney & Associates team is headed by Mrs. Pinney as the president and primary writer

of the company. The individuals listed here are the primary staff members who work on projects

with her, as needed:

Kathryn Durno has worked with Teri Pinney as a technical writer for TPA for

three years. Together, they have successfully served clients in organizational

development projects to include grant writing and fundraising. Kathryn is an

exceptional researcher and locates grant funding opportunities that our clients are

eligible to pursue. She is detail-oriented and hunts down federal, state and local

grants for our nonprofit and agency clients. Often, Kathryn spearheads the

contact and connection with the funder, assuring focus on accurate grant requirements and

information.

Kathryn was a middle school English teacher and real estate agent. She works with the Humane

Society and is active with the AKC dog shows. A graduate of the University of Florida, she is

also an avid gator fan. Her home is in Stuart, Florida.

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Michael Loeb is a technical writer for T. Pinney & Associates (TPA) who is

called upon for his skills in project management. He is a New York native

who now calls Port St. Lucie his home. In addition to technical writing for

TPA, Michael creates graphs, charts, and logic models as proposal projects are

required. He has spent over a quarter of a century in the financial industry in

work flow and process management, as it relates to corporate acquisitions and

reorganizations. Since moving to Florida, he has worked in consumer and

commercial finance arena with residential and commercial mortgages, and capital equipment

leasing.

His writing skills stem from working on business plans, loan presentation packages, and cover

letters. Michael has the ability to communicate a complex process in ordinary terms. He has

ghost written op-eds and has provided research, writing, and messaging skills to nonprofit

agencies, local civic organizations, political figures, and candidates for office. Michael has a BA

in Economics from the State University of NY and is a remarkable asset for TPA.

T. Pinney & Associates LLC Grant Writing Project Flow of Work

There are nine primary steps involved in our approach to each grant project that we manage. The

following chart displays these steps in general. Each step is distinct and essential in executing a

successful implementation of the project.

Step 1 Locate Grant Opportunities. Once the assignment is given to us, we immediately

initiate an intensive search to locate a grant opportunity that will cover the needs of the particular

project. Eligibility is an essential first step to any grant application. There are geographical

Locate Grant Opportunities

Review Client's Eligibility

Register Client, as required

Study the RFPGather Client

Facts

Research Applicable

Facts

Create Draft Proposal

Develop Final Proposal Packet

Submission Processing

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parameters, demographic limitations, and other descriptive elements provided by the Funder,

which can make the Client eligible or ineligible to apply. Often, this aspect of the grant process

can take the longest. Based on our experience, we could locate a grant opportunity in one day,

one week, or one month. Opportunities listed in government and private foundation

announcements will be reviewed. Once they are found to be a fit, we contact the representative

from the Client and provide the eligible listings in a Grant Sweep Report. This is provided

regularly, every two weeks.

Step 2 Check Eligibility. The potential grant opportunities are discussed and reviewed further

with the staff member from the Client. Also, during this segment of the grant writing process,

the deadline is on focus. Is it achievable? Can we produce a professional submission packet in

the time allocated? How would we do that? Once it has been determined that the Client is

eligible to pursue the grant application and that the deadline is attainable, we immediately

proceed to Step 3.

Step 3 Register Client. We will contact with the Funder’s staff member by emailing or calling

him/her to notify of the Client’s interest to pursue the grant. If there a Funder’s webinar or

conference session, we attend on behalf of the Client. If it is required that the Client be

registered via Grants.gov or Sam.gov, we would do that right away. We also assure that any

amendments or further announcements regarding the grant is received by us and that we notify

the Client’s representative of these changes.

Step 4 Study RFP. All RFPs (Request for Proposals) or FOAs (Funding Opportunity

Announcements) must undergo line-by-line review and study. Our consultants make sure that

the requirements of the Funder is accomplished by the Client and stated as such within the

narratives of the proposal.

Step 5 Gather Client Facts. This section involves obtaining the Client’s organizational make-

up, its history, and its budgetary constraints that would fit the RFP requirements. This is the time

when our consultants also interview the Client’s key personnel (supervisors, management,

engineers, specialists, other consultants, etc.), obtaining essential facts and details of the project

that is being described within the proposal. Any reports or documents that would enhance the

write-ups of the Executive Summary or Abstracts, the Project Narratives or Description, the

Evaluation Measures, the Timelines, and the budget will be ascertained at this time.

Step 6 Research Applicable Facts. Our proposals are always written per research-based data.

A description of the demographics of the population being served by the Client would enrich the

written presentation, particularly when this can be displayed in chart or graphical format. In

addition, any type of study that would impact the project (environmental, social, traffic, etc.) is

obtained during this period.

Step 7 Create Narrative Drafts. This is when the actual writing of the proposal begins. Once

the facts and interviews have been done, the consulting team then meets to discuss the direction

of the writing. A convincing, one-page Summary or Abstract is drafted, along with the Project

Description and all other proposal segments required by the Funder’s RFP, contact is made with

the Client’s staff to review and provide input on further direction. We focus on the project need,

the budgetary constraints, graphs and charts, photos, and other aspects of the project description.

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This phase often involves developing numerous drafts until both the T. Pinney & Associates

consultants and the Client’s representatives feel satisfied with proceeding to a final copy of the

proposal.

Step 8 Develop Final Proposal. All write-ups are coordinated. Parameters are checked with

regard to the Funder’s guidelines on formatting (page numbers, font, etc.) and required

attachments. We prefer to have a final proposal packet ready at least five days prior to the grant

application deadlines. Working with the Client’s staff members, it is our intention to strive

toward this goal as much as possible. The reason being that it provides us with enough grace

period to make any changes that may be necessary or corrections that could be discovered by the

Funder’s representative. It is during this phase that the complete proposal undergoes double-

checking review and editing. We also make the necessary copies per the RFP requirements and

prepare the proposal for final signature from the Client.

Step 9 Final Submission. This is a very important, and can be a time-consuming step. Again,

we prefer making a final submission at least five days prior to the deadline. This is important,

especially if submission is being done via online. There are sometimes hidden glitches that

prevent the electronic transfer. If the proposal must be done in hard copy with specific directions

on the number of copies in each section, this can be time consuming, also. Getting the packet

properly postmarked and mailed to the correct person and address may sound simple, but often

can create a hang-up if not done properly.

Step 10 Grant Administration and Compliance. Although this is not indicated on our earlier

flowchart, it is a vital part of the service that T. Pinney & Associates intends to provide the

Client. Our consultants are experienced in the planning, management, and administrative

coordination of awarded grants. Any recordkeeping of the funding will be accounted for in the

Funder’s necessary reports. This includes financial summary reports, compliance reports, and

necessary data records. It also involves any communication necessary with the Funder’s

representatives to assure that reports are done on a timely basis. Depending on the government

agency and its required deadlines, we assure the Client that the necessary reports will be

undertaken and submitted on a timely basis.

Partial List of Grant Awarded from Government Agencies in the last five years

Agency Date Type Amount

Awarded Info

US Department of

Homeland Security,

FEMA

April

2009

Joint Hazard

Mitigation Grant

Program &

Flood Mitigation

Assistance

$1.5

million

(received

$1.1

million)

Written for and awarded

to City of Port St. Lucie/

St. Lucie West via the St.

Lucie West Service

District; Project to dig

deeper drainage systems

and mechanize its control

gates to prevent flooding.

US Department of Labor

December

2009

Green collar

training grant.

Workforce

$500,000 Written for and awarded

to Consortium of County

of St. Lucie; Lauderdale

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Innovative New

Generation

Solutions,

Workforce

Board Florida.

Lakes Sheet Metal Union;

Palm Beach Ironworkers;

District Council #78

Painters Union; Local #60

Heat & Frost Insulators

and Allied Workers;

Florida Carpenters

Regional Council; and

Workforce Solutions

Region #20.

US Department of

Commerce, Oceanic and

Atmospheric Research

(OAR), National Oceanic

and Atmospheric

Administration (NOAA),

July

2013

Sea Grant

Aquaculture -

Research and

Training

$100,000 Written for and awarded

to Texas A&M AgriLab,

Dr. Tzachi Samocha

Economic Development

Administration, Dept. of

Commerce

October

2014

Sunshine

Kitchen Food

Business

Incubator

$800,000 Written for and awarded

to Treasure Coast

Research Park. A food

kitchen facility offered by

St. Lucie County, Florida

to Treasure Coast regional

growers and farmers to

process their crops.

South Florida Water

Management

Department, State of

Florida

July

2014

Storm Water

Management

Improvement

Project

$183,000 Written for and awarded

St. Lucie West Service

District. Modification of

isolated wetlands into

enhanced storm water

pollution run-off zones,

treating area reserves.

USDA Rural Business

Development

February

2015

BioFuels

Feedstock

Feasibility Study

$95,000 Written for and awarded

to Treasure Coast

Research Park. A Farm to

Fly biofuels project that

included airline

companies and

universities.

EDA Investments for

Public Works and

Economic Development

February

2017

$5 million

Airport

Expansion

Project

$1.5

million

Written for and awarded

to St. Lucie County for

building additional

hangars at airport.

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Location & Convenience to Council Staff

T. Pinney & Associates LLC is comprised primarily of the principal lead writing consultant, Teri

Pinney, and staff members who are located in the Treasure Coast of Florida. This means that

they reside and work out of St. Lucie, Martin, North Palm Beach, and Indian River Counties.

Teri Pinney is in St. Lucie West of the City of Port St. Lucie. She can be at the IRL Council

office facilities in Sebastian within 40 minutes.

*On a separate issue, please note that T. Pinney & Associates has had a number of clients from

the Sebastian County vicinity in the past.

Termination and/or Litigations

Under no circumstances has T. Pinney & Associates LLC or its president and principal lead

writing consultant, Teri Pinney, been involved with any litigation within the past five years

related to services sought under this RFQ.

Required Licenses and/or Certifications

Please find attached to this proposal, licenses and certifications regarding T. Pinney &

Associates LLC and Teri Pinney.

Evidence of Ability to Deliver on Time

Since the inception of T. Pinney and Associates LLC, more than 100 grant proposals have been

written and developed by Teri Pinney. None of these projects have ever been late or missed a

grant funding deadline. Writing projects have always been submitted before or on deadline.

This is a professional characteristic and responsibility of Teri Pinney’s work, which she is

particularly proud to provide to her clients.

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Fee Structure

T. Pinney & Associates offers various fee structures to clients. These include flat fee per writing

project, flat fee for providing professional services each month, hourly charge per writing

project, and workshop presentations. Clients may choose, based on their circumstances, which

works for them.

Fee Options Clients May Choose

Grant Writing Services Flat Fee

1) Flat fee for first grant writing project followed by $100 per

hour charge.

1$2,500 for first

grant project.

2) Flat fee for total professional writing services (grants, editing,

research, bids, proposals, etc.) on monthly basis for one year. $1,000 a month

3) Hourly charge for each grant writing project.

2$100 per hour

Postage for grant proposal submission, copies, cost of submission

packets & processing, if required. Average of $200

Other Writing Services Per Hour

4) Business plans, resumes, organizational reports 3$100

5) Training Services & Workshops $100

4) Power Point Presentation & Delivery $100

1Grant projects after first one is $1,000. 2Average services take 30 hours for first grant and 10 to 15 hours for subsequent grants after. 3Average services take 5 to 10 hours.

Any meetings requested by Client with Teri Pinney will be paid by Client as follows:

• Airline tickets from West Palm Beach, Florida at actual cost reimbursement.

• Any meals, lodging, or car rental is also at actual cost reimbursement.

• Parking, tolls, taxi, etc. at actual cost reimbursement .

NOTE: Majority of meetings tend to take place via telephone conference calls, FaceTime, or

Skype. Once the Agreement of Services is agreed upon and signed, TPA immediately begins

working (locating for grant opportunities potentials and gathering demographic data).

Grant Writing Scope of Work and Deliverables:

• Locating grant eligible opportunities for client.

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• Researching demographics and statistics of region.

• Creating data reports (Excel Worksheets & Graphs).

• Creating Letter of Inquiry, if required.

• Writing Abstract/Executive Summaries.

• Writing Project Descriptions.

• Writing Organization Descriptions.

• Developing Timeline Schedule of Activities (Gantt Charts, Logic Models).

• Creating Evaluation Plans (Quantitative & Qualitative).

• Working on Budget Sheets.

• Creating draft copies of proposals.

• Processing grant application, if required.

• Maintaining Communications with Grant Funder/Management Specialist.

• Attending meetings and work sessions, as required.

• Maintaining Communications with Client via telephone, telephone conferences,

faxing, emails, etc.

*These deliverables are subject to mutually agreed upon modification and additions.

Training & Workshops for Grant Writing

Fundamentals of Grant Writing. Beginning tips on grant writing that include how to find

grant funders; standard parts of grant proposals; do’s and don’ts of grant writing; dispelling

the myths of grant writing; the application submittal packet; and more.

• Three-hour session - $300 plus cost of travel & accommodations.

• Four-hour session - $400 plus cost of travel & accommodations.

• Six-hour session - $600 plus cost of travel & accommodations.

Advanced Grant Writing. Topics covered will include government versus private

foundation grants; using research data, and creating tables and charts. Participant computer

access is required.

• Four-hour session - $400 plus cost of travel & accommodations.

• Six-hour session - $600 plus cost of travel & accommodations.

Combination Fundamentals and Advanced Grant Writing. Extensive coverage on the

basics of grant writing procedures and processes that include understanding the forms that

are required, government grants, private foundation grants, creating a proposal, creating

charts, logic models, etc. Computer and Internet access required.

• Eight-hour session - $800 plus cost of travel & accommodations.

THERESA “TERI” PINNEY, MBA, GPC ,

1263 SW Cedar Cove

Port St. Lucie, Florida 34986

Phone: (772) 979-3783 Email: teri@pinneypwc.com

Website: www.teripinneypwc.com

RESUME

T. Pinney & Associates, LLC, President

June 2008 to present

Writing consultant and grant professional certified (GPC) in company that provides

services to businesses, individuals, non-profit organizations and government entities.

Obtained over $6 million in funding for various organizations (average award $75,000).

Recognized in area for expertise; holds grant writing workshops.

Florida Aquaculture Foundation, Executive Director

February 2013 to February 2016

Manages activities of 501c3 nonprofit organization with a mission to promote

aquaculture and related fields and develop economic, empowerment for individuals

through education, training, and research.

Assistant Principal & Teacher, School Board of St. Lucie County

February 2000 to April 2008

Retired high school assistant principal in charge of School Improvement Plan; FCAT &

Benchmark testing; School Advisory Council; Professional Development Plans.

Supervised more than 50 teachers (ESOL, English, ESE, & Reading). Responsible for

student discipline and all school communications (website, marquee, newsletter, etc.) As

teacher, taught English, business, and finance courses. As Carl Perkins Career Counselor

developed over 100 business partnerships; created student internship programs.

Teacher, School Board of Broward County

February 1996 to December 2000

Subjects taught: Keyboarding, accounting, advanced word processing, and financial

computing. Department Head for business and vocational department. District Director

for Future Business Leaders of America. Advisor to Business Professionals of America.

Worked in middle school and high school levels.

Operations Coordinator & Petroleum Analyst, BHP Petroleum Hawaii

December 1988 to December 1994

Maintained import and export deliveries of petroleum products from tanker to refinery.

Developed reporting system to monitor inventory levels and provided reports to oil

traders of the company. Products included: Jet fuel, diesel, and crude oil.

Instructor, Cannon’s Business College (now Heald’s College), Honolulu, Hawaii

July 1977 to December 1986

Subjects taught: Office management, business mathematics, marketing,

entrepreneurship, business management, and interpersonal development. Ten years as

full-time instructor at private junior college. Advisor to Business Management Club.

EDUCATION

MBA, Chaminade University, Honolulu, Hawaii, graduated June 1989, majoring

in business and marketing.

Work toward Masters of Education, Nova Southeastern University, Fort

Lauderdale, studied 2004 to 2006, majoring in education leadership.

BS, University of Tampa, Tampa, Florida, graduated December 1975, majoring in

business, minoring in economics.

AA, University of South Florida, Florida, majoring in business education, 1973.

Diploma, Waipahu High School, Honolulu, Hawaii, graduated June 1968.

CURRENT & PAST ORGANIZATIONAL INTERESTS

Board of Directors – Center for AgriLife Research Education & Entrepreneurship

Board of Directors - St. Lucie County Chamber of Commerce

Executive Director – Florida Aquaculture Foundation

Board of Directors (Chairman) – College Preparatory Academy of Treasure Coast

Charter High School

Board Member – Center for AgriLife Research Education & Entreprenuership

Board of Directors (Chairman) – Florida Organic Aquaculture

Board Member (Chairman) – CEDS, Treasure Coast Economic Development

Council

Board of Directors – PhilAm Association of the Treasure Coast

Board Member – Samaritan School for Boys

Board Member – CASTLE

Professional Teaching Certificate, Department of Education, State of Florida,

Education Leadership, Language Arts, and Business Education

Former St. Lucie County School Board Candidate, District 3

Grant Professional Certified (GPC), Grant Professional Certification Institute

REFERENCES

Bill Hayden, District Manager, St. Lucie West Services District, 450 SW Utility

Drive, Port St. Lucie, Florida 34986, Phone: (772) 340-0220.

Nicole Fogarty, Legislative Government Manager, St. Lucie County, 2300

Virginia Avenue, Fort Pierce, Florida 34982. Phone (772) 462-6406.

Ben DeVries, CEO & Executive Director, Treasure Coast Research Park, 2199 S

Rock Rd, Fort Pierce, FL 34945. (772) 467-3107.

Kathryn Brandt Durno30 N River Rd.

Sewalls Point, FL 34996T: 772-485-5029

kathryndurno@gmail.com

C O R E C O M P E T E N C I E SProject Development and Management Building Client Relationships

Organizational and Financial Management Training and Developing Staff

Creating Collaborative Teams Sales Expertise

E X P E R I E N C EFreelance Grant Writer - 8/2013 - Present Stuart, FloridaResponsible for researching and writing federal, state and local grants for non-profit and agency clients. A focus on large scale federal grant writing projects including many funded by the USDA, Rural Development, Department of Education, EDA, CDC and the Department of Labor. Responsible for developing a working relationship with the PI, bringing together the collaborative partners, and providing strategic planning and project management expertise. Additional responsibilities include gathering research, communicating with the team, and meeting program initiatives and budget guidelines and within the designated time frame.

Non-profit Staff and Volunteer — 2008 - Present Stuart,FloridaServed as Director of Humane Education for a local non-profit. Co-ordinated volunteers, interfaced with community agencies, researched/ wrote grants, developed educational programs and managed department budget. Served as Chairwoman for several fundraising events for local charities.

Home Loan Originator — 6/2005 - 3/2008 - Tampa, FloridaWells Fargo Home Mortgage/Ashton Woods MortgageLed the Joint Venture upstart between Wells Fargo Home Mortgage and the builder/partner. Responsible for developing and implementing new processes and relationships in addition to training new sales staff for the partner. Responsible for sourcing and originating new home loans. Awarded the Rising Star Award for Most Outstanding Sales Performance in a Rookie Year for the Sarasota Region and consistently awarded the Million Dollar Club Award for exceeding sales goals.

Middle Grades Social Studies Teacher — 1/2001 - 6/2004Pinellas and Manatee Counties, FloridaMiddle Grades Social Studies Teacher in both Manatee and Pineallas counties. Responsible for daily instruction, developing appropriate curriculum to meet guidelines, managing the classroom, meeting parents and helping students to meet their instructional goals as defined by the school district.

Home Loan Originator — 3/1998 - 12/2000 Tampa, FloridaChase Manhattan MortgageResponsible for sourcing and originating new home loans for customers. Developed relationships with local builders and realtors to source referrals. Provided mortgage guidance and customer service to prospective applicants throughout the origination and closing process.

New Home Sales Consultant— 10/1994 - 2/1998 Tampa, FloridaNext Development Company, Inland Homes, David Weekley HomesNew Home/Builder Sales Representative for local and national builders. Opened new communities for the builder and managed all aspects of the new home sales process, marketing to prospects and the realtor community.

Territory Development Manager— 1/1990 - 7/1994 Tampa, FloridaPepsi Cola CompanyOperations manager for route sales group. Trained and developed staff, managed sales goals and customer relationships.

E D U C AT I O NUniversity of Florida — Bachelor of Science - Business Administration Graduated 12/1989

University of South Florida - Continuing Education and Professional Development 1999-2001

Michael Loeb 5940 NW Center Street • Port Saint Lucie, FL 34986

Phone: 772-579-5001 • E-mail: Mike8307@gmail.com

Professional Attitude ~ Professional Results

Summary of Qualifications Excellent communication skills A solution-oriented “can-do” attitude Proven ability to multi-task Acute attention to detail

Ability to think “outside the box” Ability to grasp complex concepts quickly Expert computer skills Prioritization of mission critical tasks

Experience The Write Guy Port St Lucie, FL May 2015 to present Writing and Consulting Services Website development and website content, scheduled blogs, speeches, research papers, editorials, press releases, advertising collateral, and presentations. Contracting to businesses that do not need full time staff writers. Taking the client’s thoughts and creating a clear and concise message. Consulting on social media marketing strategies, managing Facebook pages. Asurion Nashville, TN May 2015 – May 2016 Outsourced Customer Service Representative Call center representative for a major satellite TV provider. Routinely handled high volume of inbound calls resolving customer technical support issues. Assisting customers with both simple and complex issues. Sold system and service upgrades. Regularly received high marks for customer satisfaction, low number of call backs and low number of unnecessary technician home appointments. Sykes at Home / Alpine Access Denver, CO Feb 2013 – May 2015 Outsourced Customer Service Representative Call center representative for a major cellular telephone company. Sales and technical support, collections and high risk collections. Consistently achieved over 90% “fives” and “fours” on a scale of one to five, in customer satisfaction surveys. Kept up to date on new plan offerings and changes, new devices and services, and changes to operating policies. Pre-Owned Homes, LLC Fort Pierce, FL Jan 2012 – Apr 2014 Mobile Home Sales Broker Real estate type sales handing the entire transaction from listing to filing the proper paperwork upon transfer. Sourcing and developing leads, discussed with sellers the company’s processes and terms, visually inspected property, and determined a recommended listing price. Signed contracts, photographed property, created listing on multiple websites. Showed properties to prospective buyers and helped negotiate the final selling price. I also handled all the title and registration paperwork with the Dept of Motor Vehicles and the Tax Collector’s Office upon transfer.

TGC Financial Hobe Sound, FL Sept 2010 – Sept 2011 Loan Officer Licensed Florida residential loan officer, originating residential purchase and refinance loans. I was tasked with building business through networking and face-to-face meetings with realtors and other referral sources. I kept apprised of the changing rules, regulations and guidelines as they relate to the mortgage industry, and kept clients informed of the loan status and any outstanding required documentation. I ensured accuracy in all phases of documentation, application through closing, and maintained constant communication and follow-up with all interested parties to the transaction. My challenge was to price loans to ensure profitability, while still remaining highly competitive. I also worked with clients to improve their credit score with the goal of achieving approval status. Top Group Capital Corp Hobe Sound, FL June 2007- Sept 2011 Vice President Worked with small businesses to secure financing for equipment through A to D credit grade funding sources. I assisted clients through the application, documentation and funding processes, and kept current with the program guidelines from various funding sources. I facilitated commercial loans and mortgages, obtaining the necessary preliminary document. Performed an initial review of tax returns, profit and loss statements, balance sheets. cash flow and debt service coverage ratio. I composed narratives and abbreviated business plans for lender review.

Education State University of New York – Binghamton Bachelor of Arts – Economics Toastmasters International Organization to promote and develop public speaking and presentation skills CHAMP – Three-day intensive training program for developing management skills through seminars and role-play