The School of
Social Work and the Boettner Center of Financial Gerontology
Spring 2002
Call for Proposals
Boettner
Financial Gerontology Research Fund
Proposals
Due: December 15, 2001
Aging--both
population aging and individual aging--is a fundamental social,
financial, and demographic characteristic of contemporary society.
It is widely recognized that the quality of life of aging individuals
and aging societies is intertwined with the acquisition and depletion
of human resources, including financial resources. Of equal importance
are the subjective characteristics of financial resources that can
be as instrumental as their objective characteristics in affecting
a person's quality of life. This awareness directs concern
to such life-span issues as employment and retirement; spending
and saving; planning for health, illness, and death. Attention must
be paid to relationships among private sector institutions and public
policies--especially as these influence personal and family
decision making.
Note
that the focus here is on the dynamics of aging: gerontology
is the study of the multiple processes of aging. It is not simply
a focus on "the aged" or "the elderly." Financial
gerontology, therefore, is as interested in middle aging
as in older aging, and in social and family inter-relationships
among men and women of different ages and generations.
The
Bottner Center of Financial Gerontology was established in 1986
through the interest and generosity of the late Joseph E. Boettner
and his wife Ruth Elizabeth Boettner, to advance understanding of
the relationships among aging, financial issues, and quality of
life. In pursuing a comprehensive program of applied research in
financial gerontology, the Boettner Center's aim is to support
systematic investigation of the impact of both population aging
and individual aging, on patterns of financial well-being within
and across generations. The Boettner Center became affiliated with
the University of Pennsylvania in 1992 and with the School of Social
Work in 1995. The goal of the Boettner Financial Gerontology Research
Fund is to support social research by senior researchers, faculty
and doctoral students that promises both to promote knowledge
and to enhance professional practice and social policy, with the
broader societal goal of enhancing the financial well-being and
life satisfaction of aging persons in contemporary society.
Proposal
Guidelines
A
major objective of the Boettner Center is to encourage research
that explores the linkages among aging, financial dynamics, and
the quality of life of aging individuals, families, and populations.
In pursuit of this objective, the Boettner Financial Gerontology
Research Fund was established at the School of Social Work to support
a program of small research grants in three important categories:
(1) seed money for innovative pilot projects that can lead to proposals
that will be competitive for external funding; (2) projects requiring
modest support for completion and publication; (3) dissertation
support for Ph.D. candidates.
Priority
will be given to projects that develop new initiatives in one of
three main areas: (1) research on policy and practice issues relevant
to the major themes of financial gerontology, including but not
limited to socioeconomic variations in retirement preparation, intergenerational
care-giving, factors influencing patterns of spending and savings,
and patterns of health care needs of middle-age and older-age populations;
(2) conferences for either professional or public audiences on topics
exploring linkages among aging, financial dynamics, and quality
of life; and (3) curriculum development for graduate-level courses
in social work and financial gerontology.
Eligibility
for Boettner Research Awards: Proposals for the Spring 2002
competition are invited from University faculty and full-time research
staff, conducting, or planning research in the areas listed above.
Doctoral
students in the School of Social Work are encouraged to submit proposals
to the Boettner Fund. To be eligible: by the start date of the proposed
award, the student's dissertation proposal must have been accepted
by the Graduate Group in Social Welfare. Boettner Dissertation Fellowships
may include full or partial support for the appropriate academic
period, thesis fees, and limited research expenses (the justification
for which should be clearly identified in the budget).
Requirements
for Proposals: The guidelines for proposals are as follows:
1.
Size of Awards (Maximum per award):
- Faculty
and Senior Researcher Awards: $10,000
- Student
Awards: $5,000
2. Use
of Funds: Data collection and analysis, research assistance, salary
(including benefits), essential research-related travel, and manuscript
preparation and publication costs
3.
The Proposal: limited to 10 single-spaced pages
i)
Cover page:
- Name
and Title of Principal Investigator
- Title
of proposal
- Amount
requested
- 100-word
abstract of need
- Name
of Co-Investigator or Thesis Advisor
- Amount
and sources of current research support
- Other
pending proposals for the same or related project
ii) Brief
curriculum vitae of Principal Investigator (2 pages)
iii) Introduction:
(2-3 pages): Statement of the objectives and significance of the
work and its relevance to financial gerontology
iv)
Description of the project (including research design, data
sources, methods of analysis)
v)
If the grant is for a pilot study, how will the project facilitate
acquisition of future research funds, including funding agencies
to be approached
vi) Brief
plan for the completion, publication, and dissemination of results/materials
generated by the project; if a conference, how conference proceedings
will be edited and disseminated
vii)
Budget (one-page): explicit as to amounts, use of, and rationale
for requests; include timetable [one year preferred, two-year
plan acceptable]
4. Submit
10 copies of the proposal, plus a disk with the proposal
in WordPerfect or Microsoft Word format to:
Ms.
Melissa M. Coleman
Boettner Center of Financial Gerontology
School of Social Work
3701 Locust Walk, Caster Building
Philadelphia, PA 19104-6214
5.
Reports: A report is required at the proposed termination
date of the project, and upon completion if there is an extension.
To meet the public dissemination goals of the Boettner Center,
two brief (one-page) descriptions of the project, aimed at the
educated non-specialist, are required. The first, describing the
proposed project, must be submitted prior to release of funds;
the second, describing outcomes and results, must be submitted
upon completion of the project. Individuals receiving Boettner
Financial Gerontology Research Fund awards will also be asked
to prepare a one-hour presentation on their projects as part of
the lecture series sponsored by the Boettner Center and the School
of Social Work.
6.
Human Subjects: All research projects involving human subjects
must receive Institutional Review Board approval prior
to receipt of funding. Applicants are not required to receive
IRB approval prior to submission of their proposal. However, funds
will only be released to awardees following IRB review and approval.
Review
Procedures: Proposals will be reviewed by the Financial Gerontology
Research Committee of the School of the Social Work which includes
representatives of the School and the Boettner Center. Applicants
will be notified of the decision of the Committee approximately
one month after the submission deadline. Funding will begin February
1, 2002. We anticipate funding three or four projects.
For
additional information about the Boettner Center or the Boettner
Financial Gerontology Research Fund, please contact: Ms. Melissa
M. Coleman: Voice: (215) 573-3415; Fax:(215) 573-3418, or E-mail:
mcoleman@ssw.upenn.edu.
Almanac, Vol. 48, No. 8, October 16, 2001
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