The University of Oklahoma
College of Continuing Education
Advanced Programs – Course Syllabus
This course will explore and analyze grant writing as a skill and craft - a key resource development tool
used in the fund-raising process to assure, enhance, and expand one’s organization, department, or
project. Grantsmanship is a complex, learnable set of skills and processes. It can assist academics,
practitioners, and community leaders to address long-term and short-term objectives and goals. With
substantive education, training, and experience, these skills can assist one to accomplish a specific goal
for the organization or for a program within the organization. The grant writing process can work to
secure internal and external funding in an organized and systemic way. Approximately half a million
U.S. institutions are supported wholly or partially by grant-making organizations, and the number of
individuals, students and scholars receiving some form of external funding support is even
greater. Grantsmanship is also an “art and craft”, an expertise with its own knowledge base skills and
The three more general qualities are: planning, programming, and evaluation. Specific skills include: 1)
vision: imaginative, strategic, and practical; 2) organizing and guiding leadership skills;
3) Communication skills written and oral; 4) administration skills: managing, fiscal, troubleshooting, and
outcome; and 5) good human relations: leadership, team building, capacity building, mentoring, and
conflict mediating. With a vision, perseverance, and a committed service, Grant Writing and Proposal
Development is a major expertise.
The grant writing process includes the following phases: developing an idea, organizing for action,
assessing needs of the organization and the basis for the desired grant, developing future funding
strategies, establishing contact with a funding source, writing a compelling need statement, defining clear
goals and objectives, developing your methods, preparing the program budget, writing a proposal and
following up, reacting to the proposal review evaluation and summary, administering the grant, reporting
on the grant’s progress, following up with funders, mock meeting and evaluating its outcome.
Class Dates, Location and Hours:
Dates: September 7-9 & 14-16, 2012
Location: OCCE, Norman, Oklahoma. Classes are held at the Thurman White Forum Building
of OCCE, 1704 Asp Avenue.
Hours: Fri 5:30-9:30 p.m.; Sat 8:30 a.m.-4:30 p.m.; Sun 1:00-5:00 p.m.
Last day to enroll or drop without penalty: August 9, 2012
Cathy Yeaman. Assistant: Jan Plavchak. Phone: 405-325-3333; Fax: 405-325-9148; email:
Professor Contact Information:
Course Professor: Alberto G. Mata, Jr., Ph.D.
Mailing Address: University of Oklahoma
Department of Human Relations
Physical Sciences Center Room 721
Norman, OK 73019
Telephone Number: (405) 325-1756
Fax Number: (405) 325-4402
E-mail Address: email@example.com
Professor availability: The professor will be available via e-mail to students before and after the
class sessions. On-site office hours are half an hour before and after each
class session, by appointment.
Textbook(s) and Instructional Materials:
Student materials are available at the Follett/AP Bookstore located in the Oklahoma Memorial Union, 900
Asp Ave., Norman, OK. Orders can be placed online at www.oklahomaunion.bkstr.com or by telephone
at 866-369-9713 (toll free in the U.S.) or 405-325-5960 (outside the U.S.). E-mail orders may be sent to
firstname.lastname@example.org. Representatives are available from 8 a.m. to 6 p.m. CST Monday through
Thursday and 8 a.m. to 5 p.m. CST on Friday. Summer hours: 8 a.m. to 4 p.m. CST. Faxed orders may
be placed 24 hours a day to 866-223-5607 (toll free in the U.S.) or 405-325-7140 (outside the U.S.).
1. Klein, K. (2011). Fundraising for social change (6 th ed.). New York: John Wiley and Sons. ISBN
9780470887172. (Text prices are available online.)
2. Schmidt, A., Yeun, F., & Terao, K. (2009). Effective grant writing and program evaluation for
human service professionals. New York: John Wiley and Sons. ISBN 9780470469989. (Text
prices are available online.)
3. Vinter, R., & Pawlak, E. (2009). Designing and planning programs for nonprofit and government
organizations. New York: John Wiley and Sons. ISBN 9780470529775. (Text prices are
4. Materials posted on the Electronic Reserve system: Access the OU Electronic Reserves Page at
http://libraries.ou.edu/eresources/reserves/; enter OU NetID (4x4) and password, and select course
and access material. Please contact your local Site Director if you require assistance.
5. Materials posted on the OU Desire to Learn (D2L) system: Access D2L at http://learn.ou.edu; enter
your OU NetID (4+4) and password, and select course to access material. Please contact your local
Site Director if you require assistance.
Note: The Follett/AP Bookstore is the Advanced Programs contractual textbook provider. Should text
changes become necessary after publication of the course syllabus, Advanced Programs will facilitate text
returns/refunds only for texts purchased through the Follett/AP Bookstore.
Recommended (not required) Texts:
• Wason, Sara D. (2004). Webster’s new world grant writing handbook. ISBN 9780764559129.
(Not available through Advanced Programs.)
• Sand, M.A. (2005). How to manage an effective nonprofit organization: From writing, and
managing grants to fundraising, board development, and strategic planning. Franklin Lakes, NJ:
Career Press. ISBN 9781564148049. (Not available through Advanced Programs.)
• Achilles, C. & Brewer, E.W. (2008). Grantwriting from start to finish, including project
management and internet use (5 th ed.). Thousand Oaks, CA: Sage. ISBN 9781412960007. (Not
available through Advanced Programs.)
This course is designed for students:
• to become familiar with the grant and contract fundraising, and its relationship to the
• to become familiar with the grant, contract fundraising, and its relationship to the public as well
as private funding sources;
• to explore and develop skills and knowledge about current and future private and public sources
for grant and contract projects;
• to develop an understanding of issues as well as skills necessary at each phase of the
grantsmanship process and the proposal review process;
• to develop an understanding of issues and skills necessary to access resources and information
necessary for grants and proposal writing; and
• to analyze grants for understanding the strengths and weaknesses of developing a great, the grant
evaluation process, and its role in planning and programming.
Course lectures, videos, and exercises will be utilized to cover course objectives. The topics to be
covered include, but are not limited to:
1. Demystifying the grants process
2. Dealing with the decision and building your grant seeking base
3. Getting ready to develop an idea, project, cause, etc.
4. Forming a knowledge of grants and resource base
5. Generating proposal ideas
6. Creating a compelling needs statement
7. Understanding the grants marketplace
8. Researching potential funders
9. Contacting the grantor before you write the proposal
10. Building a project planner
11. Developing project objectives
12. Learning to work with or initiate grant advising workgroup
13. How does one improve and enhance an understanding of our aims
14. Writing foundation and corporate proposals
15. Writing government grant proposals
16. Learning to work with or initiate grant advising workgroup
17. Developing one’s values, roles, vision, commitment, and perseverance as GWPD.
18. Improving and submitting your foundation/corporate proposal
Assignments, Grading and Due Dates:
Regular attendance and full participation are required. All assignments (written and oral) are due the first
day of class. Oral presentations will require that you develop overheads or handouts so that your fellow
students may follow your 10- to 15-minute oral briefing. Written narratives are two to six pages, singlespaced,
narrative reviews or detailed chapter outlines summarizing the assigned chapter.
The assignments and presentations will be pre-assigned by the professor for each student. Any missing or
late assignments may result in a lower grade by one mark, unless one has made arrangements with the
instructor. The mid-term exam will be partially developed by students as well as the final exam, along
with the professor.
Please save all assignments as Rich Text File format – on a WordPerfect, MSWord, or Mac disk. All
students’ e-mail addresses will be on D2L. Please email to me and to your classmates. In this way,
students will have a set of notes that come from fellow classmates’ oral and written assignments.
1. I Will ask you to complete a grant writing IQ quiz --- this should serve as baseline of terms,
concepts and issues that one finds that one possesses, that one needs to develop and that one
needs to enhance.
2. The assignments provide a phased set of issues, learning experiences, tasks, and learning
opportunities. Hopefully, we will have access to the internet through local base education or high
school computer labs. We will place proposal examples on-line!
3. Before class, read the entire texts. Familiarize yourself with the chapter’s key issues, terms, and
notions. Each student will be pre-assigned at least two, but no more than three chapters to present
orally. The oral presentations will be letter graded.
4. The student will also develop at least two detailed outlines one from each of the required
readings. The written will be also letter graded.
5. The professor will provide students with small proposal examples to model their efforts. Each
student may choose to add, revise, or expand on one of these examples or chose to write his/her
own from scratch.
6. We will go through a small grant proposal--one that requests professional development, travel,
scholarship monies, internship materials, training, etc., (one to six pages). It will consist of a
letter of intent (one page), proposed project (one to two pages), evaluation and outcome (half a
page to one page) budget and budget narrative (one page), and expected outcome of the proposed
project to you and the foundation programs (one page). This small grant proposal should be a
total of 6 – 12 pages.
7. We will undertake the review of a large proposal. We will use one that I will provide you. You
will critique and make suggestions. It will consist of: 1) an Abstract; 2) Introduction and
Statement of the Problems; 3) Goals, Objectives, and Milestones; 4) Activities and Timetables; 5)
Evaluation; 6) Budget and Budget narrative; 7) Organization and Key Staff Capabilities; and 8)
Expected Outcomes and Future Funding.
8. Students will complete a set of one page checklists and detailed summary essay using one of the
topics below----again only one per student which will be pre-assigned.
9. A final take-home essay exam, three detailed S/U written assignments and will be submitted to
me two weeks after last day of class.
10. In class we will review the students’ first draft small proposed project. It will serve as a
preliminary evaluation by other students and, finally, by the professor. We will review the
documents in class and get feedback from class and professor. Make sure that they are handed in
to me and e-mailed to classmates by the next to last class session. Final proposals reviews will be
due two weeks after the last class session.
S/U assignments are graded Satisfactory or Unsatisfactory. If one receives an Unsatisfactory on an
assignment, it will result in a reduction of 10 points of their total grade. Students will complete the oral
and written exercises related to a short proposal, exercises related to a large one, and a final exam. The
oral outlines pre-assignments will be 30 points and all are due first day of class. The written will be S/U,
which will be due before the last class. The final and short proposal 30 points each and the large review
proposal exercises will be 10 points.
I will give you a 6 point grant proposal review form to fill out. These are commonly used by reviewers to
note the positive and negative elements of the proposal. There will be a short 1 – 5 sentences, evaluation,
and statement of the proposal that indicates one’s evaluation the proposal
Grading: This is a letter-graded course: A, B, C, D, or F. Grading Scale: 100 to 90 is an A; 89 to 80 is a
B; 79 to 70 is a C; 69 to 60 is a D; 59 to 0 is an F
Assignment Percent of grade
GWPD IQ Baseline Exercise S/U
Projected Design (in-class assignment) S/U
Bio-sketch, 5 year plan and implementation statement (in-class assignment) S/U
Oral presentations – at least two, possibly three 30%
Written detailed outline – at least two, possibly three 30%
IRB – CITI Training (free online) 15%
Small proposal (6 to 12 pages) or Take home final due two weeks after last class 25%
Project design (free online) S/U
NOTICE: Failure to meet assignment due dates could result in a grade of I (Incomplete) and may
adversely impact Tuition Assistance and/or Financial Aid.
POLICIES AND NOTICES
Attendance and participation in interaction, individual assignments, group exercises, simulations, role
playing, etc. are valuable aspects of any course because much of the learning comes from discussions in
class with other students. It is expected that you attend all classes and be on time except for excused
Excused absences are given for professor mandated activities or legally required activities such as
emergencies or military assignments. Unavoidable personal emergencies, including (but not limited to)
serious illness; delays in getting to class because of accidents, etc.; deaths and funerals, and hazardous
road conditions will be excused.
If you are obtaining financial assistance (TA, STAP, FA, VA, Scholarship, etc.) to pay all or part of your
tuition cost, you must follow your funding agency/institution’s policy regarding “I” (Incomplete) grades
unless the timeline is longer than what the University policy allows then you must adhere to the
Students who receive Financial Aid must resolve/complete any “I” (Incomplete) grades by the end of the
term or he/she may be placed on “financial aid probation.” If the “I” grade is not resolved/completed by
the end of the following term, the student’s Financial Aid may be suspended make the student ineligible
for further Financial Aid.
Students are responsible for meeting the guidelines of Tuition Assistance and Veterans Assistance. See
the education counselor at your local education center for a complete description of your TA or VA
Honesty is a fundamental precept in all academic activities and … [you] have a special obligation to
observe the highest standards of honesty. Academic misconduct in any form is inimical to the purposes
and functions of the University and is therefore unacceptable and is rigorously proscribed. Academic
cheating (using unauthorized materials, information, or study aids in any academic exercise), plagiarism,
falsification of records, unauthorized possession of examinations, intimidation, and any and all other
actions that may improperly affect the evaluation of a student’s academic performance or achievement;
assisting others in any such act; or attempting to engage in such acts.
All acts of academic misconduct will be reported and adjudicated as prescribed by the student code of the
University of Oklahoma. All students should review the “Student’s Guide to Academic Integrity” found
The College of Continuing Education [Advanced Programs] is committed to making its activities as
accessible as possible. For accommodations on the basis of disability, please contact your OU Site
Advanced Programs policy is to order books in paperback if available. Courses, dates, and professors are
subject to change. Please check with your OU Site Director. Students should retain a copy of any
assignments that are mailed to the professor for the course. Advanced Programs does not provide
duplicating services or office supplies.
Any and all course materials, syllabus, lessons, lectures, etc. are the property of professor teaching the
course and the Board of Regents of the University of Oklahoma and are protected under applicable
For more information about Advanced Programs, visit our website at: http://www.goou.ou.edu/
1. Hall, Mary. Getting Funded: A Complete Guide to Proposal Writing. Portland State University:
Continuing Education Publications. ISBN #0876780702.
2. Blum, Laurie. The Complete Guide to Getting a Grant: How to Turn Your Ideas into Dollars. John
Wiley & Sons, Inc. October 1996.
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6. Arkebauer, James B. The McGraw-Hill Guide to Writing a High-Impact Business Plan: A Proven
Blueprint for First-Time Entrepreneurs. The McGraw-Hill Co. September 1994.
7. Locke, Lawrence F., Waneen Wyrick Spirduso, & Stephen J. Silverman. Proposals That Work: A
Guide for Planning Dissertations and Grant Proposals. Sage Publications, Inc. January 1993.
8. Camenson, Blythe & Marshall J. Cook. Your Novel Proposal: From Creation to Contract. F & W
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9. Baugh, L. Sue & Robert J. Hamper. Handbook for Writing Proposals. NTC Publishing
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10. New, Cheryl Carter & James Quick of Polaris Corp. Grantseeker’s Toolkit: A Comprehensive
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11. Sant, Tom. Persuasive Business Proposals: Writing to Win Customers, Clients, and
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15. Fraenkel, Jack R. & Norman E. Wallen. How to Design and Evaluate Research in Education. The
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17. Porter-Roth, Bud. Proposal Development: How to Respond and Win the Bid. PSI Research/The
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18. Carlson, Mim of Support Centers of America. Winning Grants Step by Step. Jossey-Bass, Inc.,
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19. McNeill, Patricia, & Jane C. Geever. The Foundation Center’s Guide to Proposal Writing: Guide to
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20. Kliment, Stephen A. Foreword by Hugh S. Hardy. Writing for Design Professionals: A Guide to
Writing Successful Proposals, Letters, Brochures, Portfolios, Reports, Presentations, and Job
Applications. W. Norton. November 1998.
21. Madsen, David. Successful Dissertations and Theses: A Guide to Graduate Student Research from
Proposal to Completion. Jossey-Bass Inc., Publishers. January 1991.
22. Flanagan, Lawrence. Raising Capital: How to Write a Financing Proposal. Publishing Services,
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23. Golden, Susan L. & Alan Shrader, Ed. Secrets of Successful Grantsmanship. Jossey-Bass Inc.,
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24. Tepper, Ron. How to Write Winning Proposals for Your Company or Client.
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25. Miner, Lynn E., Jerry Griffith, & Jeremy T. Miner. Proposal Planning and Writing. Oryx
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26. Reif-Lehrer, Liane. Grant Application Writer’s Handbook. Jones and Bartlett Publishers,
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27. Holtz, Herman. The Consultant’s Guide to Proposal Writing: How to Satisfy Your Clients and
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Writing Winning Sales Proposals. Course Technology, Inc. May 1994.
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33. Frey, Robert S. Successful Proposal Strategies for Small Business: Winning Government, Private
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34. Bauer, David G. The Teacher’s Guide to Winning Grants. Jossey-Bass Inc., Publishers. January
35. Brewer, Ernest W., Charles M. Achilles, Jay R. Fuhriman. Finding Funding: Grantwriting from
Start to Finish, Including Project Management and Internet Use. Corwin Press, Inc. December
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42. Bjelland, Harley. Business Writing the Modular Way: How to Research, Organize and Compose
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on Demand. January 1992.
43. Holtz, Herman. Proven Proposal Strategies to Win More Business. Dearborn Publishing Group,
Inc. February 1998.
44. Dermer, Joseph. How to Write Successful Foundation Presentations. The Taft Group. June 1983.
45. Mathis, Emily Duncan, & John E. Doody. Grant Proposals: A Primer for Writers. National
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46. Newman, Isadore, Keith McNeil, Carolyn R. Benz, & David Weis. Theses and
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47. Kalish, Susan Ezell. The Proposal Writer’s Swipe File: Fifteen Winning Fund-Raising
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48. Frost, Gordon Jay, Ed. Winning Grant Proposals: Eleven Successful Appeals by American
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51. Jasmine, Julia, & Mary Kaye Taggart, Ed. Writing Grants: A Complete Guide for
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McGraw-Hill Companies. October 1995.
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Sector, and International Contracts. Artech House, Inc. January 1997.
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71. Tammemagi, Hans. Winning Proposals: Writing to Get Results. Self Counsel Press. April 1999.
72. Lutovich, Diane. How to Write Reports and Proposals: A Self-Paced Training Program. Advanced
Communication Designs, Inc. March 1998.
73. Barber, Peggy, & Linda D. Crowe. Getting Your Grant: A How-To-Do-It Manual for
Librarians. Neal-Schuman Publishers, Inc. January 1993.
74. Karenic, Lyn, & Clayton Kirking (Ed.). Grant Development for Large and Small Libraries. Art
Libs. June 1990.
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Officials International. June 1990.
76. Ratzlass, Leslie. Grantseekers Guide to Project Evaluation. Capitol Publications, Inc. June 1991.
77. Lauffer, Armand. Grantsmanship. Sage Publications, Inc. January 1983.
78. Meyer, Doris, Sylvia D. Hall-Ellis, & Ann Jerabek. Grantsmanship for Small Libraries and School
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(Ed.)/Capitol Publications, Inc. January 1993.
80. Cole, Peter S. How to Write a Statement of Work. March 1999.
81. Larson, Virginia, & Linda A. Payne (Ed.). How to Write a Winning Proposal. Classic Hs. February
82. Gayley, Henry T. How to Write for Development. Council for Advancement & Support of
Education. January 1991.
83. Zallen, Harold, & Eugenia M. Zallen. Ideas Plus Dollars: Research Methodology and
Funding. Malone Group, Acaworld Book Division. January 1976.
84. Kuebler, Ginny L. Let’s Write Your Business Plan. G L K Publishing. March 1996.
85. Ricci, Laura, & George Wilkerson (Ed.). Magic of Winning Proposals, Vol.
1. RINGBOUND/RThree. July 1998.
86. Moursund, David. Obtaining Resources for Technology in Education: A How-To Guide for Writing
Proposals, Forming Partnerships, and Raising Funds. International Society.
87. Hailman, Jack P., & Karen B. Strier. Planning, Proposing, and Presenting Science Effectively: A
Guide for Graduate Students and Researchers in the Behavioral Sciences and Biology. Cambridge
University Press, September 1997.
88. Beveridge, James M., & E. J. Velton. Positioning to Win: Planning and Executing the Superior
Proposal. Krause Publications. January 1982.
89. Bartlett, Robert R. Preparing International Proposals. January 1997.
90. Bloomfield, Christopher A. Presenting Financing Proposals to Banks. LEXIS Law. September
91. Adamy, Dave. Proposal Preparation for Technical Staff Contributors. Lynx Publishing. March
92. Wall, William C., Jr. Proposal Preparation Process: The Systems Approach. McMallec Publishing
Company. January 1986.
93. Parsigian, Elise K. Proposal Savvy: A Guide for Journalists, Public Relations, and Advertising
Writers. Sage Publications, Inc. January 1996.
94. Coley, Soraya M. Proposal Writing. Sage, 1990. ISBN #0803932324.
95. Brewer, Ernest W., Charles Achilles, and Jay Fuhriman. Finding Funding: Grant Writing and Project
Management from Start to Finish, 2 nd ed. Corwin Press. ISBN #0803962029.
96. Ries, Joanne B. and Carl G. Leukefeld. The Research Funding Guidebook: Getting It, Managing It,
& Renewing It. Sage Publications, 1997. ISBN #0761902317. New Book Price: $27.95 Used:
97. Ruskin, Karen B. and Charles M. Achilles. Grantwriting, Fundraising, & Partnerships: Strategies
That Work! Corwin Press, 1995. ISBN #0803962215. New Book Price: $24.95 Used: $18.71
98. Rabinowitz, Alan. Social Change Philanthropy in America. Greenwood Publishing Group, Inc.,
1990. ISBN #0899305369. Book Cost New: $59.95 Used: $44.96
Alberto G. Mata, Jr., Ph.D.
• 1970 B.A. in Political Science, University of Oklahoma
• 1971 M.H.R. in Human Relations, University of Oklahoma
• 1978 Ph.D. in Sociology & Anthropology, University of Notre Dame
• 1982 Post-Doctoral work in Community Mental Health, The University of California, Los
• 1986 Post-Doctoral work in Health Promotion, The University of Texas, School of Public
• Advanced Programs Professor since 1992
• Professor, Department of Human Relations, University of Oklahoma
• Research Associate, UTHSC Hogg Mental Health Foundation, WHO Collaborating Center for
Frequently Taught Advanced Programs Courses
• HR 5013 Current Problems in Human Relations
• HR 5100 Volunteerism and Volunteer Organizations
• HR 5100 Gangs, Drugs & Violence
• HR 5113 Grant Writing
• HR 5100 AIDS and Substance Abuse
• HR 5413 Chemical Dependency
• HR 5100 Juvénile Justice & Delinquency Prévention
• HR 5063 Non for Profit Organizations & Voluntary Action
Major Areas of Teaching and Research Interest
• Strategies for Change
• US/Mexico Border: Drugs and Violence
• Social Welfare Policy
• Community Field Studies
• Community Health Interventions
Representative Publications and Presentations
• “Imperial County, Border Epidemiology Workgroup Proceedings.” HIDA-DHHS, Rockville,
• “Sociocultural Issues and Youth Violence,” with Cervantes and Vasquez. Free Inquiry in
Creative Sociology, 28,2, pp. 43-53, December 2000.
• “Next Big Steps for BEWG.” Border Epidemiology Research Workgroup. N. Kozel, Editor,
Rockville, MC. (1999).
• “Four Life History of Heroin in Laredo, TX.” with A. Valdez, M. Banes-Sanchez, and Martha
Loustaunau, Editors, Asi Es La Vida, Bergin and Garvey, Westport, CN. (1999).
• “Dangerous Relationships: Effects of Early Exposure to Violence in Women’s Lives,” with R.
Ramos and Joao Pinto. In M. Varnes-Sanchez and Martha Loustaunau, Editors. Asi Es La Vida,
Bergin and Garvey, Westport, CN. (1999).
• “Estimating the Extent of Injecting Heroin Use in Laredo: A Case Study of Laredo, TX.” Journal
of Border Health, Fall, 1999.
• “Border Trauma Registry Research.” Border Epidemiology Research Workgroup, N. Kozel,
Editor, Rockville, MD. (1998).
• “Public Health Drug Abuse Problems in the United States-Mexico Border Gateway Cities.”
Journal of Border Health (Fall). US/Mexico Border Health Association. El Paso, Texas, 1997.
• “Stereotyping by Politicians: Immigrant Bashing and Nativist Political Movements.” In M Zatz’s
Images of Color and Images of Crimes. (Spring 1997). Roxbury Publishing Co.
Representative Honors and Awards Received
• VA/PAHO Recognition Award - El Paso, TX
• Midwest Latino AIDS Consortium Award - Chicago, IL
• Austin Police Dept. Victim Assistance Award - Austin, TX
• Surgeon General Service Appreciation Award - Los Angeles, CA
• Midwest Latino Substance Abuse Leadership Award – East Lansing, MI
• Center for Health Promotion UTHSC-Houston
• NDVIR Survey Research and Spanish-Speaking Mental Health Research Center, UCLA
• Community Mental Health Evaluation Program, UCLA
• ISR/LEAA Program, University of Michigan
Major Professional Affiliations
• American Public Health Association
• American, Midwestern and Southwestern Sociologic Associations
• US/Mexico Border Health Association
• National Council De La Raza