ISI
Reflecting ISI’s 2008 goals
ISI Mission

Grant applications should be directed to:

Miki Jorgenson, Administrative Assistant
Insurance Studies Institute
Home Office: 970-468-2541
Cell: 970-389-3556
MikiJ@InsuranceStudies.org

Please include contact information, curriculum vitae, study parameters and projected timeline.

Grant Criteria and Procedures

In adherence to its mission, both ISI and researchers must abide by the criteria and procedures established by the Board of Directors and implemented by the executed team. They are as follows:

  • Research and study projects must conform to ISI 2008 Goals and to Research and Study Currently Supported by ISI. Other research and study focuses will be considered based on demonstrated support of ISI goals.
  • Initial screening of a project requires a project outline that defines its focus, procedures, information resources, expected product, performance measurements, project team qualifications and leadership, estimated costs and time schedule.
  • If ISI President grants preliminary support, project leader and/or team will meet with ISI President to review the project and, subject to the President’s continued support, establish requirements for a comprehensive Project Plan.
  • Upon receipt and acceptance of the Project Plan, ISI President recommends the project to ISI Board of Directors for approval or disapproval, and for funding as required.
  • Each approved project requires a signed agreement detailing the project plan, responsibilities of the project team and leadership, responsibilities of ISI and acknowledgement of ISI’s exclusive ownership of all project products. All project work, information, findings and reports shall be held confidential until released by ISI.
  • Project expenditures, as incurred, will be forwarded to ISI with appropriate and required documentation for approval and payment.
  • Depending on project scope, complexity and schedule, interim reports may be required by ISI upon which further project funding may be contingent. ISI reminds project leaders of reporting requirements and is accessible to project leaders.
  • Upon completion of projects, comprehensive reports must be written and completed to ISI standards. Final funding will be withheld pending completion and ISI acceptance of final project reports.
  • All project products, including but not limited to: data, findings, communications, computer models and programs, reports, patents, copyrights, designs, analyses, theories, contracts, equipment, notes and confidential information are the sole and exclusive property of ISI.
  • All reports will be published by ISI in the ISI standard report format and copies will be given to the project team. ISI may authorize the project team to use project products in their personal or other business endeavors, but with the requirement that any and all such uses include clear disclosure that all such products are the proprietary property of ISI and may not be used by others without ISI approval.