Resource Mobilization

HIV Capacity Building ConferenceSkills Building Session S12

Barbara Durr, JSI

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Resource Mobilization ModuleClick icon to add picture

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Modules – vs- Training

Specific to the needs of each organization; All/most staff participate; Co-facilitated by JSI and partner; Focus on areas which organization needs

most; not all areas necessarily covered; End results – RM action plan, agreed follow-up

assistance AND ability to deliver the module to others.

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RM Module has 4 Sections:

Session 1: Developing the Road Map Donor Grid - who and characteristics of each Internet Research Sites Donor Expectations Donor Cultivation Guidelines . Strategic Networking Guidelines

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Section 2

Session 2: Strengthening the Building Blocks Prime/Sub/Grantee Matrix Positioning Your Organization with USAID Preparing Your Organization to Act as a USAID Sub-contractor USAID Documentation Checklist Recent RFA Announcement Role Play Proposal Components Checklist Effective Corporate Capabilities Statements Resource Mobilization Checklist Resource Mobilization Systems Checklist

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Sections 3 and 4

Session 3: Developing Effective Proposals Positioning Your Organization for an RFA

Session 4: Putting it All Together: Resource Mobilization Plan Development

Resource Mobilization Plan Resource Mobilization Action Plan Guidelines Resource Mobilization Action Plan: Sample Resource Mobilization Action Plan: Blank

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Getting Started 3 Groups 15 min discuss and report

Does your organization have a strategic plan? Does your organization have a resource mobilization (development) plan? In your group, please name the organization’s top three- five donor prospects

(e.g. USG, DFID, national governments, EU, the Foundations, etc.);why target these donors?

What are the primary hurdles you face in securing funding from these donors? Who do you currently consider as part of your resource mobilization network?

(People in your organization, on your board, or within a network of relationships )

Who in your organization is currently responsible for resource mobilization and

what are their key responsibilities?

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Two Proposed Activities

Understanding the Roles and Responsibilities of Prime, Sub and Grantees;

RFA Announcement Role Play;

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Your organization has recently learned about an RFA, the details of which are summarized as follows:

• 5-year RFA for $10 million (US)• HIV prevention, care, treatment, and support services with a national focus• Priority given to high HIV-prevalence regions in the country• Target population includes: Out-of-school youth; orphans and vulnerable

children (OVC); and key populations• Strong focus on family-based livelihoods interventions targeting HIV-affected

families and PMTCT• Preference for innovative, evidence-based approaches with potential for

scale-up• Preference for local organizations with strong community linkages• Donor recognizes that no single entity with be able to address all of the

components; partnerships are highly encouraged

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The prime applicant must provide the donor with an original and two hard copies of the following:

• Interim progress report, due no less than 90 days before the end of the budget period. The progress report will serve as the continuation application, and must contain :

o Activities and objectives for the current budget periodo Financial progress for the current budget periodo Proposed activity and objectives for the new budget period programo Budgeto Measures of effectiveness, including progress against the numerical goalso Additional requested information• Annual progress report, due 90 days after the end of the budget period. • Financial status report.• Final financial status and progress reports.

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Prime, Sub and Grantee

1) Generally what are the roles and responsibilities of a PRIME – vs. Sub – Grantee?

2) In what roles does your organization have the most? Why?

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Task 1 – In 3 Groups

1) Choose one member within your group and: a) provide your group with a BRIEF overview of

your organization;

b) Using the matrix, how should the organization respond to this RFA? (Prime, sub, grantee)? Why?

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Scenario: Presenting and Negotiating

Two participants will be members of the prime organization which would like to consider ‘Organization Wonderful’ being a Sub on the project;

Three participants will be Organization Wonderful representatives who will meet with the two representatives from The Prime.

You have 10 minutes to prepare your respective representatives:

PRIME – What questions do you want answered? What will be your negotiation posture?

SUB – What do you want to make sure the Prime knows about you? What do you want to know about them?

Observers: Think of 2-3 points of feedback you can provide the Volunteers.

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Is this a realistic scenario?

What are the most important skills?

What do you have to know and be able to articulate to be effective?

On a scale of 1-10 where would you place yourselves? Your organization?

What will you do as a result of this exercise, if anything?

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Resource Mobilization Module Available:

Send me an e-mail at badurr2003@yahoo.com

Log into www.jsi.com (soon will be uploaded)

Bring your computer and I can download it while we are here.

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