Grants:
ECP Grant Guidelines and Form

This is the main page for ESRI grant guidelines, basic and advanced. Grant requests are submitted to ESRI by email, but you must use "plain text" format. If you don't know what that is, stop now and research your web browser/email program/word processor so that you can understand how to put emails into that format. For more details see Page 10. A backup of this form, in plain-text format, is available by sending a blank email to grant@esri.com. It will be sent from daemon@esri.com and may appear in your spam folder..

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[ESRI CONSERVATION PROGRAM GRANT FORM v1.2010]

ESRI GRANT GUIDELINES

This document contains the instructions and form you can use to apply for an ESRI grant of GIS (Geographic Information Systems) mapping products. GIS is the data mapping, management and analysis technology developed over 40 years ago and widely used today by every type of non-profit, commercial, government and private institution to create, manage, and publish spatial data. ESRI GIS is used today as the foundation for online spatial data and maps at tens of thousands of universities, government agencies and organizations.

A "basic" ESRI GIS request is limited to Single-user
versions of Arcview software (up to 3 copies), Extensions, online
and live training, books, GIS Data and ESRI conference passes.
Anything beyond this, including Arc/INFO, ArcServer, SDE, Concurrent
or Multi-user licenses, more than 3 copies of any single user product,
advanced extensions like Business Analyst, is instead called an "advanced"
request and in addition to all of the standard form requirements you must
additionally complete all of the sections labelled "ADVANCED".
You may also request SPOT Satellite Imagery thru the new "Planet Action"
program and ENVI Image Processing & Analysis software from ITTVIS.

THIS CAN BE A TIME-CONSUMING PROCESS! GIS is a powerful and widely applicable technology that can affect every aspect of your information management, and GIS grant values often run into the many tens of thousands of dollars. In a typical advanced request, you can expect to spend many hours completing your application and describing your work, and many weeks for the grant review. If you need ESRI products more quickly than that, please contact your local sales office (www.esri.com/company)

Any non-profit or non-government organization working for social justice, environment, indigenous rights or public benefit in any nation, or any individual volunteering for these types of groups, may apply for a grant. There are no grant cycles or deadlines, you can apply any time. At this time we do not grant cash or hardware.

You'll be asked to pay $100 minimum to cover basic product, processing and shipping costs, or explain your financial circumstances in more detail.

If your grant is approved, you'll be expected to acknowledge it and ESRI in your reports and websites that use maps created with the grant, and you'll be obligated to provide a status report on your work with the grant in a year's time.

CONTENTS:
Page 1 FREE GIS LEARNING AND SOFTWARE
Page 2 GRANT ELIGIBILITY and APPROVAL
Page 3 WHAT TO SAY IN THE APPLICATION FORM
-----ADVANCED REQUESTS
Page 4 STATUS REPORTS and MAINTENANCE GRANTS
Page 5 BOOK GRANTS
Page 6 TRAINING COURSE GRANTS
Page 7 CONFERENCE PASS GRANTS
Page 8 PLANET ACTION SPOT IMAGERY GRANTS
Page 9 WHERE TO GET MORE HELP
Page 10 HOW TO SUBMIT THIS APPLICATION
Remaining: Grant form

 

----------------------PAGE 1 ----------------------------

FREE GIS LEARNING AND SOFTWARE:

For free help in learning about GIS try our help page here or Gis.com

The best place to go for free online mapping is ArcGIS.com or the Data Basin

If you want to learn how to use GIS software, a good site is:
support.esri.com/index.cfm?fa=knowledgebase.webHelp.gateway

If you prefer to study offline, the site above has numerous PDF
tutorials you can download (just look for: "Tutorials and Video")

For offline GIS study, you can also use this form with a $0 request
and a short justification to get either of the following self-paced
ESRI books free which each include trial versions of ESRI's software:

Getting to Know ArcGIS Desktop #101783
GIS Tutorial 2nd Edition Book with Media #106440

If you simply need to print out basic maps of a topic or region you
are interested in you may find all you need at one of the mapping
service web sites ESRI has helped create. These usually include a
simple browser ability that will let you zoom into and print from
any of the hundreds of national and global databases, including the
paid proprietary databases. (You can do this for free. If you want
more comprehensive access to any of the paid ESRI databases, send
an ECP grant application.)

Mapping Sites List:
http://www.gis.com/
http://www.unep-wcmc.org/
http://www.conserveonline.org/
http://www.esri.com/data/index.html
www.nationalgeographic.com/mapmachine
http://www.terraserver.com/
http://www.geo-one-stop.gov/

*===OTHER CATEGORIES OF ESRI GRANTS
ESRI has many specialized departments for other types of
organizations: http://www.esri.com/industries/index.html

Other departments who do grants include:

-Universities & Tribal Colleges:
web: http://www.esri.com/industries/university/index.html,

-Schools & Libraries: email: k12-lib@esri.com
web: http://www.esri.com/industries/k-12/index.html,

-Humanitarian & Sustainable Development: Carmelle Terborgh
Email: cterborgh at esri dotcom
http://www.esri.com/industries/internationaldev/index.html

-Public Libraries & Museums:
http://www.esri.com/industries/libraries/index.html

-Cave and Karst, Archaeology: Bernie Szukalski, bszukalski at esri dotcom
http://www.esri.com/industries/cavekarst/index.html

-Local Government: Chris Thomas, cthomas at esri dotcom
http://www.esri.com/industries/localgov/index.html

Regardless of the type of group, you are always welcome to
apply via the Esri Nonprofit/Conservation program.

For Commercial sales, product or pricing questions:
call 1-800-GIS-XPRT, or email info@esri.com, or contact
your ESRI regional sales office:
USA (http://www.esri.com/company/contactusa.html)
WORLD (http://andes.esri.com/intldist/contactint.cfm)

----------------------PAGE 2------------------------------

GRANT ELIGIBILITY and APPROVAL

Grants are made on a case-by-case basis to non-profit
organizations, programs and individuals active in public
service and nature conservation, including but not limited
to 501c3 organizations, University programs, Botanic Gardens
and Museums, Native and First Nations groups, Local Parks,
Watershed commissions, Social Justice and local volunteers.

There are no ongoing grant priveleges.
If you got an ESRI grant before it doesn't entitle you to get
more grants. Having a prior grant makes some things easier
when you re-apply, but you'll have to provide a status report
and show what you are using the grant for (See page 4).
There is one provision for cases where you forgot to include
something in a grant request. If you made a grant request
less than a year ago and want to add-on more items of like
kind, you can re-submit your original grant form with the
additional items listed and say "Add-On Request" at the top.
Like kind means that you can add more licenses of Arcview
onto an Arcview grant, or extensions onto a grant that
included some extensions. You cannot add Arc/INFO onto an
Arcview grant. You can, however, add books and training onto
any type of grant.

This is an international program. Applicants outside of the
USA must, however, send their grant request to their ESRI
country representative before submitting it to ESRI (see pg 10)

All Grants have the condition that they may only be used for
non-profit work and may not be used for private commercial work.
Grants are not normally made to private commercial organizations
but can be made to individuals working for non-profit causes.

Applications are reviewed by a volunteer team and so your review
may take 2-6 weeks. You are welcome to contact us if you have
questions about your status. If you have carefully followed the
"*===MANDATORY APPLICATION INSTRUCTIONS" below then you will
receive several automatic confirmations that your request was properly
admitted into the reviewing process. After that you may recieve
emails from your reviewer, followed by an approval notice. This
can then be followed by emails from ESRI shipping and licensing
as any remaining issues in these areas are resolved. If you have
any questions about your grant status you can call ESRI Customer
service at 888-377-4575 or email service@esri.com.

To be eligible, The best thing you can do is read and follow the
application submission instructions. Failure to do so is the most
common cause of lost or ineligible applications

You will also need to check your inbox regularly for questions or
responses from our review team. Failure to do this is the most
common cause of delays.

The primary criteria for approving a grant is your commitment
to spend the time needed to learn how to use it, your financial
need, and how your project will benefit society and/or the environment.

Some grants like ENVI Image Processing software come from ESRI's
partner organizations so allow extra time and be sure to specifically
address your needs and capabilities for those third party items,
the same as you would for other specialized products like Extensions
(see next page). (SPOT Planet Action grants have a complete additional
seperate section on Page 8)

INTERNATIONAL MENTORS:
You are permitted to complete a grant application on behalf of
other applicants. This is called a "Mentor" application, and to
qualify, you need to include in your justifications and descriptions
what your history and relationship is with the group you are helping,
and explain how you will continue to help them to learn and use the
GIS grant you are applying for. Include the complete contact info
for BOTH yourself as the "mentor" and the group you are helping out
as the "applicant". The formal "Organization" sections are for
wherever the software will be shipped to and who it will be licensed
to. As a mentor, you are also responsible for status reports on
the groups you help.

TRAINING MISSIONS:
To encourage GIS experts to teach GIS overseas, you are also permitted
to request multiple copies of software for short term use in training
missions. You may additionally request standard licenses and transfer
them to students in your class who are especially deserving. To qualify,
you must first describe your history and relationship with the groups
you will be training and describe your training mission itself. In the
event of a grant to any of your students, you must then fill out or help
them fill out a new grant form in their own name explaining the grant
they got from your class and submitting it through the normal channels.
Be sure to clearly specify that they already have the software they
just need to have new formal license files issued in their name.

 

----------------------PAGE 3------------------------------

WHAT TO SAY IN THE APPLICATION FORM

How to answer each question:

[*O]==ORGANIZATION data: Please fill in the general contact information
for your organization.

ESRI client number if any: This should on any documents or emails you might have gotten from ESRI in the past. If you think you have one and don't know it you can also find out by contacting ESRI Customer Service at 888-377-4575 or by email at service@esri.com.

Tax-exempt number: Please enter your 501(c)3 or other number that
certifies you as a tax-exempt or non-government organization. If
your grant is approved, you will be contacted later by our shipping
department who will tell you how to fax them your tax exempt
certification prior to shipping. If you don't have a tax-exempt
or non-government status your grant will be reviewed using
different guidelines and close attention to your descriptions
of your volunteer and service work.

Web Site URL: If you have your own web site, or any sites where your
mapping work is described or your maps are displayed, please list them.
If your grant is approved, please acknowledge it and ESRI at those sites.
(You can include a small or large ECP Grant Emblem if you wish)
If you can, we also request that you include a short description of how
you used your GIS to make those maps

ORGANIZATION TYPE AND KEYWORDS: These 3 fields help us
classify your organization and the type of work you do so
that we can properly evaluate you against your peers in the
review. We all do a wide variety of work so it's difficult
to pick one label, that's why you have 3 categories of
labels, and why the "keywords" item lets you include as
many as you want.

*-Type of organization [OTYPE]?: What is the fundamental
nature of your organization? If none of them seems to fit,
paste in "General Conservation" and after it type in what
you think is the best word describing your group.
Choose ONLY ONE of the following and paste it into the
form:
Urban/Social/Justice issues
Tribal/First Nations
Religious
Education
Local/State Government
Federal Agency
Transportation
Agriculture/RCD/Sustainable Development
Public Utility
Technology Support/Data Center
Publishing
Research Institute/Academia
Archaeological
Museum/Zoo/Aquarium/Botanic Garden
Aquatic/Marine
Health/Epidemiology
Pollution
Global Conservation Organization
General Conservation

*-Seconday Type of organization [OTYPE2]?: What secondarily
describes the type of work your organization does? If none
of them seems to fit, paste in "General Environmental" and
after it type in what you think is the best word describing
the kind of work your group does.
Choose ONLY ONE of the following and paste it into the
form:
Urban greenspaces/open space
Environmental justice
Environmental law
General Advocacy
Tribal, Native and First Nations
Environmental education
Outdoor recreation
Citizen participation, Citizen Science
Alternative Transportation/bicycle/mass transit
Alternative Energy/Recycling
Sustainable development and rural development
Agricultural resource conservation
Technology support and data centers
Remote Sensing
Research and academia
Environmental institutes
Museums, zoos, botanical gardens and arboreta
Archaeology
Marine, coastal and baykeepers
Aquatic Conservation
Wetlands
Watersheds and water policy
River protection
Fisheries
Environmental Health
Environmental epidemiology
Air pollution
Water pollution
Caves/Karst
Fire
Birding and ornithological groups
Forest conservation
Wilderness conservation
Species conservation
Wildlife habitat conservation
Land trusts and conservancies
Parks and reserves
Trails organizations
Restoration
Environmental planning
Community Environmental Centers
International Conservation
General environmental

*===KEYWORDS LIST: List of standard keywords used in the
Organization and Contact section. (enter any that apply,
separated by commas. You can also add any of your own
keywords, separated by commas, after you have entered
any applicable standard keywords.): admin, advocacy,
agriculture, air quality, alternate energy, anthropology,
aquatic, archeology, biodiversity, biology, birds, botanic
garden, botany, caves karst, climate, climate change,
coast, conservation, core-corridor, critical sites,
database design, data center, data integration, data
source, democracy, desertification, ecology, education,
EIR/EIS, emergency, envir education, envir justice, envir
law, epidemiology, fire, first nations, fish, forest, GAP,
geology, greenways, haz mat, health, herptiles, history,
hydrology, insects, inventory, invertebrates, jobs, K-12,
landscape analysis, land trust, mammals, marine, mediation,
mitigation, modelling, monitoring, museum, native
americans, parks, planning policy, pollution, populations,
open space, ranch, recreation, recycling, religious, remote
sensing, restoration, river, soil, species, statistics,
sustainable development, trails, tribal, vegetation, water,
water quality, watersheds, web, wetlands, wildlife,
wilderness, youth

 

BUDGET information: Please enter your best estimates of your last
year total organizational budget, and your best estimate of last
year's total Mapping budget if any, including hardware, software,
salaries and maintenance. The ECP actively lobbies other manufacturers
and donors for increased support to non-profit GIS and this information
is important.

[*C]==REQUIRED APPLICANT/STUDENT data: Please fill in your personal
contact information here. Please also use this section to provide
contact information for any students applying for training.

*-==SPECIFIC REQUEST
*-Software request: Type 'yes' at the end of this line if you are
asking for ESRI software. At Version 10 the default delivery method for software is download of files that can be large. If you require insted the delivery of physical media please say "Media Disk version" at this line and in your justification explain why.

*-Specific software requested: DON'T SAY "ARCGIS". Specifically list
the name, version and license configuration for everything you are
requesting. If in doubt, the ADVANCED guidelines and the "TECHNICAL
ASSESSMENT" section below provide more details and resources.

ArcGIS ArcView and ArcEditor are available in either single use or concurrent (mutli-user) licensing. ArcGIS ArcInfo is only available with concurrent use licensing. For concurrent licenses and International Licenses you will get a hardware USB key that will match with a license file you receive by email after your products have shipped. While you can install the software and license file on more than one machine, only the machine that boots up with the USB key attached can actually run the software. For US Domestic Single user versions you will instead receive a license number and file-based key that is activated online automatically or can be done manually if needed. Extension licences must match the type of license on the core product. For more info on concurrent licensing click here

If you are applying for ENVI Image Processing software you'll need to
spend time on their site www.ittvis.com/ProductServices.aspx
so that you can specify your needs and justify them in the essay
questions. ITTVIS grants will only cover ENVI, IDL & FX
See also: http://www.ittvis.com/ProductServices/ENVI/Tutorials.aspx

ADVANCED REQUESTS: Your answer here is going to be a summary list of
what you have described and justified in your answers to the
"REQUIRED TECHNICAL ASSESSMENT" question below. See that section for
more information.

 

*-Hardware platform [RPLATFORM]?: Please describe the computer you'll
use, make, model, RAM and type of CPU. GIS software comes in many
different versions depending on your computer and you need to get
the right version.

*-Operating system & version [ROS]?: Please describe the operating
system and version. Most GIS software runs on Windows 2000 or XP,
but may also be available for other platforms.

*- Online Access Capability [RWEB]?:
Free GIS data, tools and resources are increasing on the web.
Our program is concerned that this leaves behind a lot of people
who lack fast internet access. Your answers here help us understand
these issues and limitations.
Please enter "good" if your access is any type of broadband such
as DSL. If you have dialup access or slower, or can only get online
infrequently, please describe your situation.

*-PAYMENT: $100 (or edit & explain) [RPAY]?: $100
Grant approval is based on a sliding scale evaluation of 3 things:
What you requested and need, what you offered, and what you say in
your justifications. You will get the software that you have shown
a need for and a capability and commitment to use. You will pay what
your financial justification proves. We expect all requests to pay at
least $100 to cover basic costs but if you can't afford that, just
explain why.

It is difficult for us to provide grant value documentation,
you may need to rely on your local ESRI sales office for current
retail values of different products. In general, the
retail values are: Single User Arcview=$1,500. ArcEditor=$2,500
Extensions=$2,500 each. Concurrent User Arc/INFO=$10,000 base
for the first user plus lesser fees each additional, Maintenance and
Upgrades=some percentage of the original retail cost depending on
licensing. Live training courses=$500/person/day. Books average $50
each. Conference passes=$1,000/person.

*-I am authorizing you to bill me: _X_Yes __No
ESRI will have to bill you after grant shipment and we
require your approval to do so.

*-If applicable, bill the following Purchase order #:
If you use purchase order numbers you can provide one here,
otherwise you can leave blank.

 

*REQUIRED DESCRIPTION of what you'll use the grant for:
This essay question is the central part of your request.
At the most basic level it's the question that EVERYONE
contemplating their own GIS should ask - and satisfactorily
answer - before going on to thinking about training, data,
hardware, software, etc. Please answer thoughtfully: Why
do you really need a GIS? What do you expect it to achieve?
How much time and effort can you spend? Will it really help?
Even though you can get software and training almost free, it
will still cost you a lot of time and effort to get a GIS going,
get your data into it and get it to the point where it is making
a positive impact on your work, mission, science and advocacy.
Do you think it will be worth that cost to your organization?
How will you communicate your maps and work online?

EXTENSIONS: If you include any extension products in your
request you'll need to explicitly justify your need for that
extension in your essay and describe the functions you need
over and above what is in core Arcview.

ARCEDITOR: If you want to request ArcEditor instead of ArcView
you'll need to add more detail to your description to cover the
differences between those 2 products and which specific additional
functions you require for your project. If you want to ask for ArcInfo
you'll have to use the "advanced" guidelines below.

MULTIPLE COPIES: If you ask for more than one copy, your essay
must include a user profile of each person who will be using
each additional copy, describing their work and GIS background
and skills. If you ask for more than 3 copies you'll need to use the
"advanced" grant guidelines listed below.

GRANTS to INDIVIDUALS
Individuals who help as volunteers for conservation or social
benefit causes or organizations may also qualify for an
"individual"grant regardless of their formal employment. We
recognize that groups often have difficulty keeping trained GIS
staff especially as volunteers, whereas a dedicated individual
can contribute broadly to many groups over time. Such "Individual
grants" can have lasting beneficial effect for conservation.

The primary criteria for approving individual grants is
your history and track record of service to non-profit
groups, which you can include in your essay. The "advanced"
guidelines can be very helpful for this section of your essay if
you want to refer to them. The restrictions on individual grants
are that they may never be used for commercial or profit-
making work and you'll be expected to submit annual status
reports on your work like any other grantee.


For help, http://www.gis.com/ can provide useful insights, and
if you want a self-paced tutorial on how to plan for a GIS,
send a blank email to: gistutorial@esri.com. For any requests
beyond the level of basic single-user Arcview or ArcEditor, Online
or live training and books you must also address the questions
listed in the "Advanced Grants" heading below.

 

ADVANCED GRANTS REQUIRED DESCRIPTION

If your request includes Arc/INFO, ArcServer or grants of 4 or more
licenses or copies, then in addition to the questions in the section above,
your descriptive essay must also include answers to the following
questions, and you are encouraged to include attached
supplementary materials (see pg 10):

1. What is the overall mission of your organization?
2. How are you engaged with local communities?
3. How do you distribute/communicate your mapping work online?
4. Describe your work with global/international communities
5. How do you help others with your existing capabilities?
6. What is the core mission of your GIS program?
7. Describe the skills & background of your GIS staff. For
Multi-user requests, provide one such description for
each user license requested.
8. Please list a reference or 2 who are aware of your work.
9. Please provide a concise plan showing how you plan to
support & expand your GIS program over the next 1-3 years.

ADVANCED GRANT requests are also required to complete a REQUIRED
TECHNICAL ASSESSMENT section and include it at the end of your
"Description" essay. Following explains how to do your assessment:
ArcGIS comes in many licensing levels and use configurations
such as ArcView, ArcEditor and ArcInfo. There is a document called
the "Functionality Matrix List" that describes these levels and the
tools available at each level:
www.esri.com/library/brochures/pdfs/arcgis93-functionality-matrix-list.pdf
Please specify and support your software/licensing request in the
context of this document. ArcView is a basic grant. ArcEditor is not
so basic. ArcInfo/ArcGIS Tools is an advanced grant and requires
specific technical justification in the context of the matrix list
above. We also need detailed descriptions of your technical staff
including training and experience with ArcInfo tools.
If you already own ESRI software you must also clearly differentiate
between the new software you are requesting in this grant and the
existing software you already have.
When you have completed your assessment, please include it in
your description under a sub-title that specifically reads:
"TECHNICAL ASSESSMENT SECTION", and create a summary list of your
request for use in answering the "Specific Software Requested"
item above.

MAINTENANCE REQUESTS can be either basic or advanced, either
way you'll need to complete the requirements on page 4, and
submit a status report. See also our maintenance page

*REQUIRED JUSTIFICATION(CONFIDENTIAL)?
Enter here a financial justifications for why you need a
grant rather than just paying full price. You also need to
provide the project justifications for why you need the specific
products and training you requested. In particular, for each
third party & extension product requested you need to explain the
specific project requirements and match them to the specific
extended abilities and commands that the extension product has.
For ENVI software requests you need to go into detail about your
image processing needs and provide some background about your
existing image processing training, skills, and current software.
Finally, if you are requesting more than one copy of the software
you'll need to describe each user and give some background about
them for each copy you are requesting.

EXPORT LAWS COMPLIANCE
You may NOT obtain grants or send software to any country
which has USA export restrictions, regardless of where your
offices are. This includes any country to which the United
States has embargoed goods, any person on the U.S. Treasury
Department's list of Specially Designated Nationals, any
person or entity on the U.S. Commerce Department's Table of
Denial Orders and any person or entity where such export,
reexport, or provision violates any U.S. export law. (For
current lists, see www.ustreas.gov/ofac/ )

----------------------PAGE 4------------------------------

*-- REQUIRED STATUS REPORT-Date you expect to submit your
- grant status report (month/day/year, i.e. 11/4/99)[OSTATDUE]?:

*- IF APPLICABLE: Date of your last status report [OSTATDATE]?:

See also our Status Reports page

Grantees are required to submit a status report on your
use of the grant within 1 year. These make a big difference in
our ability to find funding and support to continue the grants
program, to create new publications, and to inform donors of
the importance of funding conservation GIS. These are also
required if you apply for a grant of maintenance (see below)

There is no defined format for a status report, what we
most want to know are the facts on what a difference,
positive or negative, the grant made to your group and to
your conservation mission. Specific technical methods you
used for analysis or cartography that might be useful to
others are especially welcome. Specific activist methods
you used that allowed your maps, reports or data to have a
greater impact in the public arena are equally welcome.

The status report should include example maps,
descriptions of your methodologies and a recounting of
your efforts and/or successes in research and/or effecting
social/environmental change. You are especially encouraged
to submit photographs of the grant in use in the field.

If your maps or work were published and/or described online,
your status report should indicate where you included an
acknowledgement to ESRI as requested in the form (page 3)
and where you included any notes about how you used your
granted GIS to create those maps or reports. You can use a
small or large ESRI Conservation icon for this purpose.

-------HOW TO SUBMIT YOUR STATUS REPORT

We prefer Email submissions with CD/DVD and/or hardcopy
for backup and very large files or high-res photos.

To submit your status report please include your full contact
information, you can cut/paste the "Organization" and "Applicant"
sections from your form to make sure you don't miss anything.

You will then email your status report as a SEPARATE email to
ecp@esri.com just like with a normal grant request, but adding
the special tag "@report" to your subject line.

Please do NOT include a grant request in your status report
submission, reports need to be in their own separate emails.

You may send your disks or hardcopies to:

ESRI Conservation Program,
380 New York St, Redlands, CA, 92373.
Tel: 909-793-2853

 

---------------------MAINTENANCE & UPDATES

MAINTENANCE SUPPORT: All Arc/INFO, Server, SDE, "Concurrent User"
versions of Arcview ArcEditor, and Unix versions have recurring
annual maintenance fees that cover tech support and product
updates. Maintenance fees are important in allowing ESRI to provide
live and online technical support services and the automatic software
updates provided under the maintenance program have proven to be
important in the success of other conservation GIS programs.

The First year of ESRI maintenance is free but in your second
year you will begin receiving 'quotes' for maintenance fees.
These are not bills or invoices, nevertheless it's important
not to ignore them and to send some type of reply when you
get them. You have 3 choices:

The standard grant form is used to apply for a maintenance grant
request. You can enter "Maintenance" in the "Specific Request" section.
To submit, you will use the standard subject line format, adding the
"@maintenance" tag, and the following two additional required items:

If your GIS grant allowed you to create maps or reports that were published online, another condition of granted maintenance is that you also publish online descriptions of how you created those maps using your granted software. You don't have to give away any trade secrets, but we do want to you to share with others how you used the GIS to create the maps or studies you are sharing. We also ask that you include an acknowledgement to ESRI for making the GIS grant. You can obtain an ESRI Conservation icon for this purpose in a web version here or print version here. You can do this on the same page as the maps and/or wherever else it's appropriate to acknowledge your sponsors and donors.

If you are unsure as to any prior grants you might have gotten and what the maintenance status or previous quotes might have been you can find out at the ESRI Customer Service Website, http://service.esri.com, and log in to learn about your status. Alternatively you may contact ESRI customer service by phone at
888-377-4575 or by email at service@esri.com. You will need to tell them your ESRI customer number if you know it.

More information and examples on status reports and maintenance are Here

----------------------PAGE 5------------------------------


*-PICK A PUBLICATION

You may select one or two ESRI PRESS publications as listed
at the ESRI PRESSS online bookstore:
http://gis.esri.com/esripress/display/index.cfm
ADVANCED applicants may select up to 5 publications.

To reqest at title you must provide the ESRI part number in
addition to the title. You do this by clicking on the
"add to cart" button at the bottom of each book's web page.
Don't worry, you are not charged anything to "add to cart"

Some of the best books for beginning GIS include trial
ESRI GIS software and self-study exercises, such as:

Getting to Know ArcGIS Desktop #101783
GIS Tutorial 2nd Edition Book with Media #106440

Other books help introduce Conservation GIS:

Conservation Geography: Case Studies" 2001 Book #87905
Native Geography Magazine part #87636
Land Trust Geography Magazine part #87724

Information other users, GIS research, ESRI products,
and course schedules is also available in Arcnews, ESRI's
quarterly newsletter which you can get free by visiting
http://www.esri.com/news/index.html.

ArcUser is our free technical magazine which you can see
or subscribe to at
http://www.esri.com/news/arcuser/index.html

----------------------PAGE 6------------------------------


*-==COURSE/WEB PRE-REGISTRATION [CPREREG]?:

You MUST complete the "Course Pre-registration" if you
want to be considered for any kind of training grant.
Training grants are for tuition waivers ONLY. You must
still pay for your own travel and accommodation.

ESRI offers year-round training in over a dozen different
GIS topics. Most of these are five-day courses taught
monthly in Redlands and less frequently at our regional
offices. Current Course Schedules and guidelines can be
seen at: http://www.esri.com/training/index.html, or you
may contact the ESRI Learning Center directly at 909-793-
2853 x1585.

Live Training grants are available ONLY within the USA,
ONLY at one of the ESRI Corporate Offices (For a list, see:
http://www.esri.com/company/contactusa.html). WE CANNOT
GRANT courses taught by "certified trainers" from other
companies, on-site training, or training outside the USA.
If you live outside the USA you will need to come to the
USA to take your live training.

Live Training is only offered on a SPACE-AVAILABLE basis.
Once you apply for a course grant you are placed on a
"standby" list and do not have a confirmed seat. 10 days
before the class starts, you MUST call the ESRI learning
center at (909) 793-2853 x1585. If there is space available
in that class you will then be granted a confirmed seat
over the phone.

The alternative Web-based training grant is for a pass
code which will allow you into the ESRI Virtual Campus
(http://campus.esri.com) for a 6-month period in which you
can take one course, moderated by a live ESRI trainer.
There are many different courses and the passes are
specific to one course and one person, so you have to
specifically list which course you want and the student's
name. All of the courses have a free "test-drive" module
and you are encouraged to try them out before requesting a
free pass to the whole course. Please also note that you
may only request a pass to an entire course, we do not
grant passes to the individual modules and lectures. You
are expected to complete the entire course.

CLASS SCHEDULE CHANGES AND CANCELLATIONS:
Though the class schedule rarely changes, we sometimes
find it necessary to change the dates on which a class is
offered, or to cancel a class. We contact registrants at
our earliest opportunity in the event of a scheduling
change or cancellation. TRAVEL:
Transportation to the training site is the registrants
responsibility. ESRI assumes no responsibility for
nonrefundable travel arrangement losses resulting from
course scheduling changes or cancellations. LODGING:
Registrants are provided a class location map and list of
area hotels. Registrants make their own lodging
arrangements. COURSE MATERIALS: All course materials are
provided at the training site. RECOMMENDED ATTIRE:
Casual dress is suggested.

----------------------PAGE 7------------------------------
*- ESRI USA Conference Passes [RPASS]?:

ESRI, the ESRI Conservation Program, and the Society for
Conservation GIS collaborate on annual international
conferences in Southern California each summer. The ESRI
conference is the largest GIS conference in the world,
attracting 15,000 users and offering workshops, specialized
training, user group meetings and many other unique and
valuable opportunities. This form can be used to apply for
ESRI conference passes (not SCGIS), beginning in February
of each year.

The ESRI Annual User Conference costs $1300 to attend
but ECP grantees may attend for only $100 by filling out
this section of the form. There is a conference-wide party
on thursday night which you can attend at a subsidized
charge of $50 but you must say so on this form and make
sure your total conference fees are $150. If you cannot
afford anything apply anyway but please explain your
circumstances and be sure to sign up for volunteer tasks.

If you are on a per diem and can afford a larger
contribution please note that your payment of greater than
$100 (or >$150 with party fee) will directly help us extend
conference passes to more nonprofit, tribal and
international applicants."

In exchange for a pass, We ask that each person devote some
time to volunteer "conference tasks" in the huge Conservation
Hall where hundreds of other Conservation GIS users and Society
Members will be gathered to help us in various tasks and
duties, such as giving a presentation or paper, helping
teach a children's workshop, helping set up some exhibits.

FORM INSTRUCTIONS: Please first type in the number of
passes you are asking for. After that, please specify the
names of the persons who are applying for passes and after
each name please specify how much you can afford to offer
for your pass.

After you have entered the number of passes and names,
please fill out the "Conference Tasks" section below. Your
ability to volunteer for ECP booth duties and/or give
presentations on your work are an important part of
reviewing your grant request.

The ESRI and SCGIS conference dates are usually in July,
and are posted on the respective web sites (www.esri.com,
www.scgis.org). If applying for a conference pass, please
review the list of tasks below and cut/paste in the ones
you can do into this section of the application form. If
you are interested but not yet sure what time you'll be
free to help, or want to know more about it, paste it in
anyway since this isn't a strict commitment and we will
contact you in May and June to organize the tasks. You will
be sharing most tasks with 5-10 other people so it's a
great way to socialize.

*Give Small Paper: give an informal 15-30 minute
talk on what you do to an audience of 10-20 people:
TITLE:
ABSTRACT:

*Give Small Demo: give an informal 15-30 minute
workshop or demo on what you do to an audience of 10-20.
TITLE:
ABSTRACT:

*Give Large Paper: give a formal 30 minute paper
to an audience of 100
TITLE:
ABSTRACT:

*Staff: Help staff the conservation hall on (indicate day)

*Setup: Help set up the conservation hall on Monday

*teardown: Help tear down the conservation hall on Thursday Afternoon

CONFERENCE PAYMENT INSTRUCTIONS: If you want to pay for
your conf pass by credit card or online you CAN! After
submitting this email and receiving back confirmation that
your request was ok'd, you then go to the ESRI Conference
Web Site, www.esri.com and click on "ESRI User Conference"
then on "Register online" Select "Complimentary" as your
Type of Registration, and if you don't have a customer
number just type in "999999" and go to the next page. If
you asked for and got a no charge pass you check
"complimentary" again, otherwise this is a secure web site,
you can safely enter your credit card number, PO number, or
check number and you will be billed for the amount you
listed in your request, no matter what it says at the top
of the page for "amount due".

 

----------------------PAGE 8------------------------------


*-===PLANET ACTION SECTION: Applicant Program Proposal
PLANET ACTION provides grants of SPOT Imagery and
ESRI GIS software for locally-based organizations working
on projects dealing with Climate Change impacts and effects,
in 5 program domains:
- human dimension & habitation
- drought, desertification and water resources
- vegetation, biodiversity, ecosystems
- oceans
- ice & snow cover
Grant application instructions for PLANET ACTION are found
below. More detailed instructions and tutorials can be found
at http://www.conservationgis.org/planetaction.html
More information on the program is at www.planet-action.org

*-Title of your Project [PTITLE]?:

*-PROJECT DOMAIN: put an "X" next to the relevant domain.
You may also check off addition relevant domains if you
need to but please use a "*" for these so you primary
choice is still clearly marked by an "X"

*-EXECUTIVE SUMMARY of your proposal [PSUMMARY]?:
Please describe how your project relates either directly to
climate change, or to the ecological and social impacts caused
by climate change, and what your project actions will represent
in terms of minimizing or coping with those impacts.

*-PURPOSE of your Imagery/GIS project [PDESGIS]?:

*-METHODOLOGY of your Imagery/GIS project [PDESMTH]?:
Please describe the type of work you will be doing and any
relevant theoretical or practical standards that you are adopting
in the management and or analysis of your work.

*-RESULTS: describe expected solutions, strategies & outcomes [PDESOUT]?:
What specific solutions or strategies for climate change impacts
which might have broader applicability are expected to result
from your project?

*-SCHEDULE: Summarize your project schedule, key dates and
key deliverables for the next year [PDESPLAN]?:
Please provide a summary time-line and schedule for the important
stages of your project and the outcome products, documents and
reports expected.

*-SERVICE- Which local groups are you involved with and how
will your project help them [PDESHELP]?:
At the field level in your project site, what local groups and
communities are you working with and what types of work are you
doing with them.

*-STAFFING- Short description of the people who will use
the Imagery and GIS products you requested & what background,
skills & training they posess relevant to those products.
[PDESPAX]?:

*-SCIENCE STAFF or SUPPORT - Who helps you with scientific
questions, methods and problems, what is their scientific
background, and what do they do? [ODESMNT]?:
Please describe any Scientific or Technical organizations
involved in project, or any designated scientific staff involved
in the project, and how they contribute to your project work

Please agree to all 7 of the following by typing "yes" before each one:

____The project will not be operated by a private company
____The project is non-commercial
____The project has no religious or ideological content or purpose
____You agree with the Planet Action Charter
(http://www.planet-action.org/automne_modules_files/polyProjects/edited/r422_93_pa_charter_v1.pdf)
____You will mention Planet Action sponsorship in your communications on the project
____You will comply with the Planet Action data user license for the use of satellite
imagery and with proprietary rights of any PA contributor, member or partner.
____You will contribute a status report after the first year containing narrative,
example maps and photos, and spatial data about your project work during the year
with specifics about which report materials are permitted to be posted on the
Planet Action community web site.

*-PROJECT AREAS: Did you attach a shapefile with polygons
of your project areas or areas of interest, project name,
and Description (Y/N) [ODESFOOT]?:
As mentioned in the instructions, once you have prepared a plain
text email consisting of this form in plain ascii format, you may
attach any other background documents and zip files. To guard
agains spam filters, you may rename your attachments so they don't
end in suspicious suffixes like ".exe". Just make it obvious how
to rename them back, like "reportzip.RenameMe"

*-PROJECT AREAS: Did you attach an illustrated proposal with
field photos, example maps and example stories (Y/N) [ODESPRO]?:
See above.

 

 

 

----------------------PAGE 9------------------------------
*===WHERE TO GET MORE HELP

ALLIED ORGANIZATIONS AND PROGRAM WEBSITES

The Society for Conservation GIS: www.scgis.org
SCGIS is a membership group of all individuals active in
Conservation and GIS, organized as a non-profit
professional society to help provide technical support,
conferences and scholarships in Conservation GIS. Base
membership is $35/year which gets you into the excellent
annual technical conference and onto the mailing list.

Aboriginal Mapping Network: http://www.nativemaps.org/
AMN provides mapping and GIS resources for Native and First
Nation mappers to help with data, methods, training,
funding, legal, conferences and many other areas.

Indigenous Mapping Network http://www.indigenousmapping.net
"is an organization set up to empower native communities by
sharing essential tools which protect, preserve, and enhance
our way of life within our territories"

Greeninfo Network http://www.greeninfo.org/
GreenInfo Network is a non-profit organization that specializes
in helping public interest groups and public agencies.

Ecotrust: http://www.ecotrust.org/
Ecotrust provides many important GIS services to help build
"a conservation economy in the coastal temperate rain
forests of North America".

The Nature Conservancy: http://www.conserveonline.org/
TNC's website includes full-text articles on many topics of
Conservation GIS and Conservation Science. You can also
access many of their national and international
biodiversity data layers here.

*===HISTORY: CHANGES for this form version:
Old advanced form deleted. Instructions combined into one
guideline form. Grant form for advanced simplified and
combined with basic form.

Prior versions:
10-08 ENVI Image Processing software Grant Program added
10-08 TechSoup general grant program begun, referred to
10-08 ANY ESRI Press Book can be requested
Note on "PLANET ACTION" imagery grants added to program
Children's program added to conference
A new submittal procedure simplified to a single email address.
2 books may now be requested instead of 1 for a basic grant
Extensions to the basic software may now be requested at extra
cost and extra justification.
A new submittal email address.


----------------------PAGE 10------------------------------

HOW TO SUBMIT THIS APPLICATION

The Grant form is submitted to ESRI by "plain text" email,
as mentioned at the top.
Anything you cut/paste from this
site will probably NOT be in plain text. Anything you write
into an email is probably not plain text unless you specifically
set your program to that mode. Grant forms sent to ESRI
that are not in plain text are blocked and will not reach us.

Please read the instructions below completely. Failure to
read these instructions is the most common reason for grant
requests to fail. When you have successfully emailed your
request you will get an automatic email from ESRI confirming
that. Like any other automatic email, your email system may
file it as spam so check your spam folders too. If you
haven't gotten your auto-comfirmation then we probably did
not get your request. The most common reasons for this are:
1. You sent it as HTML or something other than plain text.
2. you sent your form as an attachment.
3. you left the subject line blank
4. you filled out the subject line wrong

This is a machine-readable form that will be used to
review, process and ship your grant request. This form is
for email submission only as directed below. There is no
other way to submit grant requests in this program.

To complete this form, Please type in your answer at the
end of each and every question, AFTER the colon (?:) You
can type as much text as you want and add or paste in as
many lines as you want between the colon (:) and the * at
the beginning of the next line.

Please do not erase any of the questions. Please DO NOT
erase the (?:) marker at the end of the question.

Make sure your completed form is in plain ASCII text
format. Nearly every webmail client, email client, word
processor and web browser has a "plain text" or "ascii text"
option, you just have to find it. The built-in text editor
"notepad" is also a plain-text editor. If you cut/paste
the form section directly into a word processor or Email
file PLEASE CHECK that line breaks and single spacing retains
the format of this page. If needed, please correct your format
before submitting.

For spam filter reasons, you may NOT send your grant form
as an attachment. With the exception of the ESRI Maintenance
quote PDF file, you may not include any attachments on your
actual grant form itself. We do encourage you to send attachments
to help in our review but you need to send them on a separate
email per the instructions in the next section.

SENDING ATTACHED SUPPLEMENTARY MATERIALS:

We encourage you to include larger attachments such as maps,
shapefiles or geodatabases of your data & photos of your work
in the field. HOWEVER, these must be sent separately as
follows: First email in your main grant request per the rest
of the instructions below, and make sure to mention in your
essay(s) that you are also sending supplementary grant materials
and what they are. Next, prepare a second email
of exactly what you just sent, but this time attach all of your
attachment files to it and include the tag "@attach" in
your subject line. This will ensure that the proper review
team receives your attached material for their part of the
review.

Except for mentors and as noted, each grant form applies to
just one grant/install location. To apply for a several grant
locations you'll need to send additional grant forms, one for
each location.

IMPORTANT! MANDATORY SUBJECT LINE PROTOCOL:
For spam filter reasons there is a specific formal subject
line rule described below. Failure to use the defined subject
line will risk your email being delayed or deleted without reply.

For the subject of your email, first type in the # symbol (or
hash or pound sign, above "3" on many keyboards). Then your
organization's name right after (no spaces), then a comma,
then space, then state and/or country, then a comma & space,
then the date, then a comma & space, then the grant "@" tags
summarizing what you are requesting with spaces between i.e.

#Rainforest Network, Canada, Nov 13 1997, @basic @ecp

If you are applying under your personal name rather than
organization, use First then Last name the same as your
normal signature (examples below).

GRANT @ TAGS: These are at the end of the subject line and
ensure your request is processed correctly. We also
use them to route your request thru ESRI order entry so if
you get emails from us with additional tags, don't worry.

GRANT TYPE TAG: first specify all the things you are asking for.
Please include at least one of the following tags, you can include
serveral tags if you are asking for several things. If you include
tags for items you are not asking for it will delay your grant.
IMPORTANT EXCEPTION: You may NOT ask for BOTH @basic and @advanced.
Any advanced grant may include as many basic items as you want so
if you are asking at the advanced level please don't also list @basic.

"@basic" If you are applying for a basic conservation grant
limited to the ArcView level and its extensions

"@advanced" for any Advanced conservation grants ie Arc/INFO, ArcServer
Multi-user or >3 copies. (May also any basic items needed)

"@conference" if your request includes ESRI Conference passes
"@class" if your request includes ESRI Live Classroom Training
"@virtual" if your request includes ESRI Virtual Campus online training

"@intl" REQUIRED if your grant is outside USA, must also cc distributor
"@mentor" REQUIRED if you are applying as a mentor to someone else
"@planet" REQUIRED if you are applying for a PLANET ACTION grant
"@envi" REQUIRED if you are applying for an ENVI software grant
"@report" REQUIRED if your submission is a status report
"@attach" REQUIRED if you are sending attached material for a grant
request as a second email, as outlined above.

If you don't use any of the @ tags, your request will still be received,
but it will take a little longer and the initial assumption will be
that you just want Arcview.

GRANT PROGRAM TAG: Our reviewers are split into many different specialties
to serve specific user communities. If your main preference is to be
reviewed within one of the following grant communities please specify
that program. If you specify no program you will be reviewed under the
general ESRI Conservation Program guidelines

"@cavekarst" For all caves and Karst enthusiasts
"@apga" For members of the American Public Gardens Assn
"@ci For Conservation International Partners only
"@indigenous" For all indigenous, native and first nations groups
"@public" For all non-conservation public servic grant requests
"@ecp" For all conservation and other grant requests

 

EXAMPLE SUBJECT LINES:

#Bolivian Potato Project, Bolivia, Aug 15 2005, @advanced @virtual @intl

This general conservation group is applying for Arc/INFO and
some online training and they are located outside the USA.
They must also cc to the ESRI Bolivia distributor in order for
grant review to begin.

#Sierra Watershed Project, Calif, Jun 12 2003, @conference @public

This US domestic public service group just wants a couple of ESRI
Conference Passes. they do not have to cc to an ESRI international
distributor.

#George Robertson, BC Canada, Feb 4 2006, @indigenous @basic @intl @conference

This indigenous individual wants Arcview for a local project and
wants a pass to the ESRI conference. He lives outside the USA and
he must also cc to the ESRI Canada distributor in order for grant
review to begin.

#George Robertson, BC Canada, Feb 4 2006, @attach @indigenous @intl @conference

This indigenous individual wants to send attached maps, photos and
data about his work to supplement his grant request, using a second
copy email and putting all of his attachments onto that with the
"@attach" tag

#George Robertson, BC Canada, Feb 4 2007, @report @indigenous @intl

Its a year later and George wants to send a status report with attached maps,
photos and data about his work, using a seperate email and putting all of his
attachments onto that with the "@report" tag

#George Robertson, BC Canada, Feb 6 2007, @indigenous @basic @intl

George is also applying for a maintenance support grant for his original
Arcview donation, having first sent in his status report he now sends
his specific maintenance support request using the same basic subject
line as in his original request. He could have also added on another
conference pass or virtual campus training request had he wanted.

#International Karst Program, Sri Lanka, Aug 15 2007, @basic @cavekarst @intl @mentor

This global cave conservation group based in USA is applying for
5 copies of Arcview for their colleagues and partners in Sri Lanka
They must also cc to the ESRI Bolivia distributor with the special
"Mentor" notice at the top in order for grant review to begin.

 

HOW TO SUBMIT YOUR APPLICATION:

To submit this form, email it to: ecp@esri.com

You MUST ensure that you have deleted all of these instructions
as requested at the top of the form, have followed the specific subject
line rules above.

Unless specifically requested, please do not cc your initial
application submission directly to grant reviewers as it may
confuse and delay your review.

Please keep a copy of your email.

INTERNATIONAL APPLICANT SUBMISSION:

Besides including the "@intl" tag, you must ensure that the
ESRI International Distributor for your country has also received
a copy of your application email. ESRI's International distributors
are listed on our web site at: www.esri.com/company/locations.html
You are permitted to cc the distributor at the same time as you
submit your email to ESRI.

If you are submitting a seperate attachment email you do not
have to send this to the distributor, only your main application email.
If you have any questions after submitting your request or
want to know grant status, resubmit using the same subject line
and just ask your question at the very top.

AFTER YOU SUBMIT YOUR EMAIL:
When your email is succesfully sent, you should quickly receive
one or more automatic confirmation emails depending upon your
request and what "@" tags you included. Some of these may be
warnings that you made some mistake in the subject line but these
are typically minor errors. If you recieve NO autoreplies then
something more serious is wrong and you'll need to re-try. ESRI
email servers have very agressive domain blocking that may forbid
your email from coming in, so always try another email address if
you can or a free yahoo or gmail address. If you have problems you
can also try to send a short query to ecp2 at esri dot com. We
maintain an alternate address as backup but we don't check
it often unless someone tells us they need to use it. This
alternate address is "CONSMAP" on gmail.

When your request is approved you will
get a copy of your original request with the approval. Shipping
can then take 1-4 weeks depending upon subsequent licensing
issues and questions. All ESRI software is shipped as standard
media kits that contain all our software. There is a post-shipment
licensing and registration process that formally activates
what you got in your grant. Some licensing is annual and
has to be renewed, some is permanent, they all require different
forms and procedures prior to installing so make sure you allow
time for that in your installation planning. If you have
any questions about your grant or shipping status you can call ESRI
Customer service at 888-377-4575 or email service@esri.com.

After your grant is approved, watch for the critical license
file email from ESRI. It will arrive a week or 2 after your
grant ships and it will contain the activation codes needed
to unlock your software installation so it will actually run!
Please remember save that license file to an offline storage
so you can reinstall in case of computer problems.

If your request is granted, information about your grant
may be posted on the ESRI Conservation Program (ECP) web
site at www.conservationgis.org.

The existence of this grant program is thanks to the
thousands of grantees before you who were kind enough to
share their maps, reports, letters, stories, photos &
clippings with ESRI as they developed their GIS and map
programs. Anything you'd like to share with us as you
progress will help keep our grant program going for those
who will need it in the future.

Thank You
Charles Convis, ESRI Conservation Program Coordinator
380 New York St., Redlands, CA, 92373
tel: 909-793-2853 x2488 fax: 909-793-5953
email: ecp2 at esri dot com

Click HERE for the ESRI application form itself

Click HERE for the Planet Action application form itself, and include it after the ESRI form
in your email submission.


 

Copyright © ESRI and each respective author/contributor listed herein.
compilation & layout: Charles Convis, ESRI Conservation Program, May 2007
Send your comments to: ecp at esri dot com   ESRI Web Site . . . PRIVACY