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Members :
We have several project coordinators
who are on specific projects on an ongoing basis. Make sure that project
updates are scheduled once every quarter so other members are aware
of the current status of projects we have funded.
1. contact individual project coords. and schedule a time-frame for
project updates at CSH.
2. make sure project coords. saves history on their current projects
by uploading relevant documents to the aidboston website.
3. make an exhaustive list of all potential grant and foundation sources
we can write proposals to for projects we fund including information
on grant submission deadlines etc. and upload the information to the
aidboston resources website.
4. create a template for proposals and upload to resources website.
5. evaluate which projects we fund or are evaluating that are potential
candidates for grant proposals.
6. form a team to write the proposal.
7. submit, follow-up with foundation and provide feedback to aidboston
members. Update template document with feedback from grant agency to
provide guidelines for a good proposal.
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I. Project Review : Pooja, Prasad, Siddarth
(temporary), Dinesh, X, ( X, X, X - HBP), Mokshay
The projects review team's primary objective is to ensure that due diligence
is done when reviewing a proposal to be taken up by the chapter.
1. It is the duty of the projects review team to come up with an estimate
of number of projects the chapter can support annually, relative to the
financial status and volunteer resources in the chapter. The recommended
philosophy for projects in a chapter is to re-enforce quality over quantity:
"Do as few or as many projects as we can, but Do them - ALL - well
". In the necessary haste to support a large number of projects in
a chapter, without the proper resources in place to ensure due diligence,
AID reverts to a "Funding agency" model rather than a "Partnership"
model for projects. We should be clear that money is just one component
- by focusing just on that, we lose the opportunity to investigate other
ways to engage the NGO and help them with projects. For example, helping
the NGO publize their work in the media in India and internationally,
being an enabler to network different NGOs together etc. are valid ways
we can add value for an NGO besides sending them a check.
2. New projects come to us in various ways - through AID-wide lists, personal
contacts or sources of volunteers, and by NGO's directly approaching AID
Boston with a proposal. The first step is for the chapter to decide whether
or not to take up the project for "serious review". This decision
has to be made in CSH, and most of the time can be made immediately.(*)
It is important to note that the input of the Project Review team based
on #1 would be a crucial factor in the decision... and therefore any suggested
new projects should be brought to the attention of the Projects Review
team at least 1 week BEFORE the first CSH discussion on it.
[ (*) In some special cases, even the decision of whether to seriously
review a project may need some advance analysis (eg: if too many projects
flood the chapter at one time). In this case, the Projects Review team
will perform this analysis taking into account factors like funds availability,
goals for the year (see #1), past experience of AID with the NGO (may
need to collect this information), regional or target group distribution
etc. The team will be responsible for :
a. Posting the proposal on the list for volunteers to express any preliminary
concerns about the project to the team.
b. Doing the required analysis within a period of 2 weeks from the submission
of the proposal to the team, and preparing a recommendation for the first
CSH where the project will be discussed (on whether it should be taken
up for serious review) ]
If the CSH decision is to go ahead with the review, the team is responsible
for assigning one of its own members to the project AND finding a (preferably
different) project coordinator for the project. The assigned team member
ensures that the project coordinator (PC) performs his/her job
of doing the following (and is expected to take on the tasks himself/herself
if the PC is not doing them) :
a. All questions and concerns raised by volunteers at CSH discussions
of the project are addressed - either through getting answers from the
NGO or through supplementary research.
b. An analysis of Strengths/Weaknesses of both the NGO and Project is
prepared. Quantitative comparisons of budget against other similar projects
AID wide is done.
c. A recommendation 'for' or 'against' the project is proposed at CSH,
within one month of last CSH discussion on Q&A for the project, and
a "for" recommendation is accompanied by a set of funding options
with clear justifications for each option
d. If the project is approved at CSH, transfer of knowledge to the Project
Admin team is done promptly.
e. If the project is rejected at CSH, the decision is recorded on the
AID projects database.
3. Persons in the projects review team 'actively' try to analyze 'past'
projects both from our chapter as well as other chapters to sharpen their
skills in reviewing projects to provide valuable feedback in their analysis
and help us become more decisive when we need to.
II. Project Administration : Madhu, Swarupa, X, X, Suresh
The projects administration team's primary objective is to ensure that
due diligence is maintained for all ongoing projects in our chapter.
1. Once a project is approved, it is the project admins duty to ensure
that :
:
a. All relevant project related documents are uploaded into the projects
database. - within 2 days from approval
b. The online check request has been sent promptly to the treasurer. -
within 3 days from approval date.
c. The NGO has received the check, and check number and receipt date is
captured in the projects database.
2. After project funds have reached the NGO, it is the project admins
duty to ensure that :
a. Project Coords. maintain contact (phone, email, mail) with the NGO
on a regular basis. - min. of 2 times a month.
b. Project Coords. update and document relevant project related files
in the projects database. - min. of 2 times a month.
c. Project Coords. inform the Admin if/when future installments of the
approved amount need to be sent.
d. Project Coords. prepare a brief summary of milestones, accomplishments,
issues on the project that the Projects Admin will present at CSH on a
regular basis. These summaries must be uploaded into the
projects database.
e. Relevant project related news is submitted to be potentially published
in the TMIA/Dishaa.
3. It is the duty of the projects admin to flag ( to office bearers :
president/s, secretary/s ) when regular information on the status of a
project is unavailable either due to the lack of availability or interest
from the current projects coord. so that another volunteer can be assigned
promptly to the project. In the case, where a new project coordinator
cannot be assigned in a timely fashion, it is the duty of the projects
admin. to take 'ownership' of the project till a substitute project coordinator
can be assigned. Ownership means taking responsibility of tasks of the
project coord. for a short-time.
4. It is the duty of the projects admin. to maintain summaries of all
on-going projects. The projects admin is expected to know the amount,
description of project and latest news about every ongoing project. The
Project Admin will also serve as the primary contact for our chapter when
issues about chapter level projects are raised.
III. Project Grant Proposals : Vidisha, Dinesh, X, X, X, Rajmohan
1. Our funding capacity today is limited by many factors. Grant Proposals
are a very realistic way in which we can expand our scope of funding a
project. And perhaps, this is one of the most tangible ways we can pool
our efforts to raising money for projects being in the US. The responsibilities
of the grant proposal team include :
a. Create an up to date list of all relevant foundations here in the US
and in India w/ deadlines for submission, mailing address, contacts, profiles
of what these foundations look for and typical funding amounts etc.
b. Create a document explaining the guidelines for writing a proposal
- the do's and don'ts.
c. Create templates so new volunteers can get right on it, i.e. put standard
information on AID, any common info. etc. in the template.
d. Interact with the projects review team to figure out the best candidates
for grants.
e. Write and submit the proposal to the grant foundation. Followup on
decision and inform volunteers at CSH
f. Provide updates in CSH of proposals in pipeline, budget proposed etc.
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