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www.fiinovation.co.in
SNEAK PEEK INTO
THE ENVIRONMENT
SECTOR
8PAGE
CORE
COMPETENCY
10PAGE
SNEAK PEEK INTO
THE HEALTH
SECTOR
5PAGE
FIINEDGE
13PAGE
FREQUENTLY
ASKED QUESTIONS?
18-21PAGE
FIINO CSM
16PAGE
SOLUTION
THROUGH
OUR SERVICES
11PAGE
FIINOVATION
ODYSSEY
9PAGE
SNAPSHOT OF THE
GRANT SCENARIO
1-2PAGE
A SNEAK PEEK INTO
THE LIVELIHOOD
SECTOR
7PAGE
A SNEAK PEEK INTO
THE EDUCATION
SECTOR
6PAGE
THE PROJECT ROAD
TRIP
4PAGE
VALUE ADDED
SERVICES
12PAGE
MOBILE
APPLICATION
17PAGE
TABLE OF
CONTENTS
PRODUCT DETAILS
14PAGE
CLIENT SUPPORT
15PAGE
EVOLUTION OF CIVIL
SOCIETY IN INDIA
3PAGE
SNAPSHOT
OF THE GRANT
SCENARIO
The pre-independence period witnessed the flow of funds in form of donations and
charity, from the rich and influential industrialists and landlords. These donations were
primarily philanthropic in nature and were to help people in distress. Provisions were
provided during epidemics, disasters and for establishing religious institutions and
schools.
Birth of India as an independent state, saw the need of funds for curbing varied prevalent
problems. Therefore after independence the Indian Government started investing heavily
to alleviate poverty, improve food productivity, promote educational and health
programs. The Public Sector Unit model was adopted to ensure equitable distribution of
wealththusensuringincreasedaccesstobasicamenities.
With the ForeignContributionAct 1976, cominginto force,therewas significantregulated
flow of foreign grant between 1970s to 1990s. The foreign grant, facilitated improvement
in the status of health and education in the country. Introduction of FCRA created
transparencyintheusageoffundsreceivedfromforeigncontributors.Externalanddirect
fundingfromthegovernment,ledtothegrowthofCSOsasagentsofchange.
01
SNAPSHOT
OF THE GRANT
SCENARIO CONT...
02
The post liberalization years, transformed the status of CSOs as they expanded to new
intervention areas from development action at grass root level to advocacy at the
national and international levels. However, fiscal deficits and political instability at the
state and central levels reduced investment in development programs. To counter this,
private investments and foreign investments were encouraged, also giving prominence
to the concept of Corporate Social Responsibility (CSR), which encourages holism,
integration and wellbeing of the society. The period saw an influx of several global
conglomeratesandriseofsection25companiesintoIndianmarkets.
The latest guidelines laid down by the Ministry of Corporate Affairs suggest that the
CPSEs having Profit After Tax over Rs.500 crore in the previous year, would direct 1% - 2%
oftheirprofitstowardsCSRandsustainabilityactivities.
Present day CSRs undertake several activities and provide support to a large range of
social programs. Some of the activities that are associated with the CSRs include good
governance, human rights, community engagement, philanthropic activities, staff
volunteering, social benefits, local capacity building, social investment, environmental
footprint, waste & pollution avoidance, eco-efficiency, product recycling, sustainability,
greenhouse gas emissions, and resource reduction. Current funding models of major
CSR programs in India focus on setting up enterprises that not only tackles prevalent
socialissuesbutalsoprovidesindependentfinancialstabilitytothecommunity.
EVOLUTION
OF CIVIL SOCIETY
IN INDIA
03
Phase 1
( )1940s to 1970s
?
?
Limited Civil Society Activities and Initiatives.
Priority was given to State led Interventions.
Phase 2
( )1970s to 1990s
?
?
Active participation of Civil Society Organizations working in Health and Education.
Introduction of Foreign Contribution Regulation Act, 1976.
Phase 3
( )1990s to 2000s
?
?
Expansion to new intervention areas; Advocacy, Environment, Livelihood, Rights based approaches.
Private investments and foreign investments encouraged.
Phase 4
( )2000s to Present
?
?
Prominence of Civil Society Organizations.
Emergence of Social enterprises, Venture Funds, PPP models, Producer Companies etc.
Civil Society Organizations are a strong pillar of sustainability &
development as they can facilitate in bridging the gap between the policy
makers and the public through policy advocacy, easy access to
information, awareness generation and capacity building. With the
changing status of Civil Society Organization there has also been
significant change in the social development initiatives that they
undertake. The focus of the projects have changed as per the needs of the
society.
LIFE CYCLE OF SOCIAL SECTOR INITIATIVES
(1940s to 1970s)
(1970s to 1990s)
(1990s to Present)
Sectoral specific interventions with
emphasison Health,Education.
Focus on community awareness
generation.
Infrastructure Development - Hospitals,
Schools, Religious institutions.
Advocacy based approach.
Sustainable development.
Inclusive growth.
Access to infrastructure.
THE PROJECT
ROAD TRIP
04
Inadequacies and the flaws in the existing social projects, gave way to new and innovative models that can replace them.
Over the years, new problems and challenges have led to the creation and adoption of better project concepts. The
conventional project concepts that facilitated improvement in the social standards earlier, cannot be put to use today and
therefore there is a need to revamp the social concepts and projects in India. Demand from bottom of the pyramid,
external market forces and macroeconomic challenges have given birth to new and innovative concepts. The advent of
venture funds, PPP models, producer companies and social enterprise are examples of such changes, which have
transformedthesocialdevelopmentspace.
THE SOCIAL PROJECTS HAVE
UNDERTAKEN A LONG JOURNEY
AND HAVE UNDERGONE
SIGNIFICANT CHANGES,
Adoption of innovative strategies for community based interventions.
Development of projects that are replicable, scalable and sustainable.
Comprehensive, integrated, beneficiary-oriented implementation programmes.
Engagement in evidence based programming.
Integration of policy advocacy component.
Participatory and rights based approaches to programme development.
Strengthening local institutions.
Conversion of social models to socio-economic models.
Involvement of women as agents of change.
IN THE FOLLOWING AREAS
WITH THE CHANGES IN THE SOCIAL SECTOR
SCENARIO, THERE ALSO IS A NEED TO ACCORDINGLY
DESIGN NEW INITIATIVES AND SOCIAL MODELS.
05
A SNEAK PEEK
INTO THE HEALTH SECTOR
Improvingefficiency,effectivenessandaccountabilitywithinhealthdeliverysystem.
Strengthening the local governing bodies and increasing user participation along with community based monitoring.
Strengtheningthehealthinfrastructureforenhancingqualityofhealthservices bothintermsofequipmentandstaffing.
Suggest management strategies for improvement in quality of service through application of total quality management
conceptforhealthcaredelivery.
Strategies to improve coverage of services at affordable cost; to cope with existing, reemerging and new challenges in
communicableandnon-communicablediseases.
Strategies to deal with the nutritional problems faced by 0-3 years children, pregnant, lactating mothers and geriatric age
grouppeople.
According to the official statistics of the World Bank, the number of poor
people has increased by 10.4 per cent between 1987 and 2001 to 2735 million-
almost half of the world's population. Poverty is considered to be one of the
biggest epidemic that the global public health community faces, resulting in
poor health indicators. Differentstudy evidences reiterateand reemphasize an
urgent need of working on reproductive health issues in the country, not only
for benefitting the particular target groups but for achieving the MDG as well.
The epidemiological trends has also shifted with an increase in life expectancy
with the major causes of deaths and disability shifting from generic, maternal
and perinatal causes to chronic diseases. To address the issues mentioned
thereis a need to promote rights based approaches towards health rather than
developing a generic health based programme. This should encompass a
comprehensive health strategy with preventive, promotive, curative and
rehabilitativeservices.
OUR TAKE ON HEALTH INITIATIVES
06
Focusing on the quality aspect of education which will mean strong partnership between key stakeholders like
government,civilsocietyorganizationsandprivateinstitutions.
Vocational education, improving generic courses for pre-vocational education to be implemented through out the
country.
System-widefocusonholisticdevelopmentofchildrenbyimprovinglearningoutcomesandothernon-scholasticareas.
Redefining literacy and a paradigm shift from basic literacy to lifelong learning, with a focus on both non-formal
education and establishing strong linkages with the formal system with mechanism for recognizing prior learning and
accreditation.
Combining access with affordability and ensuring high-quality undergraduate and post graduate education and increase
inoverallemployability.
Despite significant gains during Eleventh plan, education in India faces several
challenges. The country's mean years of schooling at 5.12 years is
significantly lower than the other emerging market economies. The biggest
concern in elementary education is the poor level of student learning. Evidence
suggests that learning outcomes for children in Indian schools are far below
corresponding class levels in other countries. Annual Status of Education
Report (2011) illustrate that over half the children in class V are unable to read
even at class II level. The Twelfth plan needs to address these challenges in an
integrated and holistic manner. A step in the right direction is the Right to
Education Act wherein, the fundamental right of every child between the ages
of6to14yearstofreeandcompulsory educationisensured.
A SNEAK PEEK
INTO THE EDUCATION SECTOR
OUR TAKE ON EDUCATION INITIATIVES
A SNEAK PEEK
INTO THE LIVELIHOOD SECTOR
07
Vocational training in sustainable alternate livelihood opportunities.
Implementing proper value chain management for agricultural produce.
Contract farming, producer companies, multi stake holder cooperatives, group farming.
Infrastructure development and improving irrigation facilities.
Integrated programs of livelihood with health and environment programs.
Increased participation of women workforce and enhancing their entrepreneurial skills.
Promotion of livelihood for informal sector, that accounts for an overwhelming
proportion of the country's workforcehas been a daunting task. The inability to
provide suitable livelihood options for the vulnerable and underprivileged
sections has led to widespread poverty resulting in illiteracy, malnourishment,
high mortality rates, and low standard of living. 32.7% of the total Indian people
fall below the international poverty line of US$ 1.25 per day (PPP) while 68.7%
live on less than US$ 2 per day. Lack of skills, absence of proper marketing
strategies and linkages, low crop productivity, lack of physical, social and
financialbaseetc.aresomeofthemajorproblemsthatthesectorfaces.
OUR TAKE ON LIVELIHOOD INITIATIVES
The present scenario can't be changed overnight, but requires adoption of
innovative strategies to create honourable livelihood for these vulnerable
people.
A SNEAK PEEK
INTO THE ENVIRONMENT SECTOR
08
Development of community based climate change adaptation and mitigation plans.
Implementation of effective Water Resource Management Installation of rain water harvesting structures to enhance
water availability.
Adoption of alternate energy to reduce dependence on the conventional sources. Innovative solid waste management
strategies for converting waste to wealth.
Sustainable development.
Developing strategies for carbon trade.
According to a World Bank report, between 1995 and 2010, India made one of
the fastest progresses in addressing its environmental issues and improving
its environmental quality. This however came after India saw its worse period
in terms of environmental degradation from 1947 through 1995.
Mismanagement and overuse of India's once abundant forests has resulted in
desertification, contamination, and soil depletion throughout the sub-
continent. Loss of biodiversity and loss of resilience in eco-systems are one of
theeffectsofenvironmentalpollution. Withclimatechangeloominglargeover
the Indian ecosphere, there is a need to chart out sustainable development
strategies. As climate change is one of the gravest threats that the Earth faces
today, major funding agencies have diverted funds towards tackling climate
change and reducing carbon emissions. Environmental grants are being
routed through multilateral and bilateral agencies for enhancing climate
proofing.
OUR TAKE ON ENVIRONMENT INITIATIVES
FIINOVATION
ODYSSEY
09
Keeping up with the changing scenario, Fiinovation supports CSOs by developing
concepts that use innovative strategies for community based interventions. We
understand that reforming current strategies is crucial for preparing the CSOs to cope up
with the new challenges. We offer integrated innovative fundraising and project
management solutions for civil society organizations working in the Health, Education,
Livelihood and Environment sector. Through the array of services which include
stakeholder analysis and situation analysis of the area,we delivercustomizedprojects as
perthedonorportfolio andtheneedoftheprojectarea.
While you dedicate all your resources in eradicating poverty, enhancing social
entrepreneurship and developing capacities for economically and socially marginalized
communities, we affirm to be the much needed support you need in raising funds for
concepts. Fiinovation is strategically poised to design resource mobilization strategies,
support project development and management, identify right partners for planned
initiativesandaboveallmobilizefundsforinitiativesyouplantoimplement.
CORE COMPETENCY
10
Realizing the need to enhance resilience and promote sustainability in social
projects, Fiinovation, follows a sequential and integrated approach. Years of
experience coupled with team of sector specific professionals, Fiinovation
tends to bridge the gap and lead the micro towards the macro, through its
unique services. At Fiinovation, we combine innovation with research, to
develop socially acceptable and commercially viable enterprises. We adopt an
entrepreneurship development approach to tackle the social problems/issues
by utilizing local opportunities and appropriately developing them as
entrepreneurs.
What Makes Us Unique?
Abreast with changing donor trends and fund movement.
Exclusive MIS web-page to track your project progress.
Resource mobilization for your dream project within a stipulated time frame with warranty.
Identify unique and location specific opportunities to enhance possibility of funding.
Comprehensive need based assessment done to develop a strategic plan for resource mobilization.
Domain specific research oriented work force.
Asia's first In-house Proposal Research Lab to conduct in-depth research while preparing proposals.
11
FIINO
SOLUTION
THROUGH
OUR SERVICES
PROJECT DESIGN
Assessment of intervention area, primary and secondary research, topographic and demographic research, quantitative
and qualitative research, scenario based research, identification of multiple opportunities, discussion and suggestion of
best-suitedopportunities, incorporationofoutcomesofsystematicresearchandanalysis.
Theresearchextensiveleadsto:
a)Analyzingtheprojectinterventionareaanddevelopingconceptnotesanddetailedprojectproposal.
b)ProjectSustainabilityforattainingsignificantresults.
c)ProjectRiskAssessmentforcharting outariskmitigationstrategy.
PROJECT CONCEPTUALIZATION
Alignment with donors from our extensive donor database, which includes CSRs, bilateral, multilaterals, and other funding
institutions.
DONOR IDENTIFICATION
Alignment with other Civil Society Organizations working in the same intervention area or sector for implementation of
large scale projects, as and when required. Bringing together a large pool of civil society organizations for improved
efficiencyandensuringdeliveryofqualityresultsatgrassrootslevel.
PARTNER IDENTIFICATION
RESOURCE MOBILIZATION
Identifyingsuitableprojectsfromindividualdonors,aligningwithorganizationalcapabilities.
DESIGN THE PROPOSAL
Ensuring timely submissions of project proposals, concept notes and budget conforming to donor guidelines and
objectiveskeepinginmindtheprescribedformatandkeepingotherfineprintguidelinesinmind.
SUBMISSION OF PROPOSAL
Conducting meetings and project presentation beforedonors, timely follow-ups through an extensive MIS regular updates
onstatusoftheprojectthroughSMSanddedicatedClientSupport ManagementWeb-page.
FOLLOW UP ACTIVITIES
AssistancetoCivilSocietyOrganizationsincontractformulationwithrelevant stakeholders.
CONTRACT FORMULATION
Ensuringtimelydisbursalofgrantininstallmentsasperprojectrequirementanddonorcontract.
ASSISTANCE IN DISBURSAL
12
VALUE
ADDED
SERVICES
NEED ASSESSMENT
Our need assessment exercisesaredesigned to help NGOs in ascertaining the most appropriate areaand sector to work in.
Basedontheneedassessmentresults,theverticalofworkingcanbeascertained andchancesoffundingaremaximized.
MONITORING & EVALUATION
Our organization conducts a comprehensive evaluation of each of the service and delivers the report to the clients. We help
ourclientsinevaluatingandmonitoringtheentireprocess,itsoutcomeandtherebyprepareadetailedreportforthesame.
VISIBILITY ENHANCEMENT PACKAGE
Being an all round player is Fiinovation's forte. As per client requirements we ensure enhanced organization visibility
through effective utilization of mass communication mediums, linking them with extensive NGO forums/networks,
presentationoftheirworkinappropriateCSRforumsandnominatingtheirentriesforsocialdevelopmentsectorawards.
FIINEDGE
13
DONOR PORTFOLIO MANAGEMENT
We diligently work and provide our donors with the most wide-ranging and the best Donor Portfolio Management services
in our domain. We help donors in maintaining their profiles in accordance with the field they choose to work and help them
identifythepotentialCSOswhohaveexpertise inthesamearena.
NEED ASSESSMENT
Our need assessment exercises are designed to help donors in ascertaining the most appropriate area and sector to work
in.Basedontheneedassessmentresults,theverticalofworkingcanbeascertained.
SECTOR IDENTIFICATION
With our expertise and knowledge of the workability of sectors, we, at Fiinovation help donors in identifying and choosing
the sector which will give them a long term strategic engagement and is appropriate for the organization as per the past
experience. Moreover, we guide them in determining and working for a particular sector which will reapbenefits out of their
investments.
MONITORING & EVALUATION
Fiinovation conducts evaluation exercises of each of the projects and delivers the report to the donors. We help our donors
inmonitoringandevaluatingtheentireprocess,itsoutcomeandtherebyprepareadetailedreportforthesame.
VISIBILITY ENHANCEMENT PACKAGE
We help in enhancing the visibility of the donors at all levels whether at grassroots or social sector forums. We not only
partner the best NGOs, but also help in determining the factors which will lead to increase visibility of our donors.
DONOR SERVICES
PRODUCTS
14
Fiinosol offers resource solution for
social development projects ranging
between INR. 40 lacs to INR. 60 lacs .
The service includes project
conceptualization support, donor
identification support, submission of
proposal to donors and follow ups
withdonors,tillfundaredisbursed.
FIINOSOL
With Fiinopact, we mobilize funds for
projectsrangingfromINR.60 lacsto
INR. 80 lacs. Combination of unique
project designing approaches with
innovative strategies of resource
mobilization guarantees adequate
funds for implementing your
projects.
FIINOPACT
It is a high end solution from
Fiinovation, that helps raise funds for
project ranging from INR. 80 lacs to
INR. 1 Crore. Along with proposal
development and you get resources
mobilizedasperdonorguidelines.
FIINOVA
SERVICE FEE CHARTER
First Installment
3% of the committed projected volume, at the time of
signing Memorandum of Understanding between the
organization & Fiinovation.
*12.36% service tax will be levied on the service fee of 3% & 9% Respectively.
ELIGIBILITY CRITERIA
(Applicable for FIINOSOL , FIINOPACT, FIINOVA)
An Organization Should:
Have valid land line telephone number
Have an Operative Bank Account
Have Registered Office Address
Have latest (1year) Audit & Annual Report
Be a registered entity under Society Act/Trust Act/
Section 25-C Company Act
DOCUMENTS REQUIRED
Copy of Pan Card
Copy of Legal Certificates (if you have)12A, 80G, 35AC, FCRA
Copy of Memorandum of Association (by Laws)
Copy of Annual Report for the last financial year
Copy of Audit Report for the last financial year
Copy of Registration Certificate/Trust Deed
Complete Fiinovation KYC form
Applicable for FIINOSOL, FIINOPACT, FIINOVA
Second Installment
st
9% after the disbursal of 1 installment or donor
contract,whicheverislater.
*All products carry standard warranty procedure of Innovative Financial Advisors Pvt. Ltd
CLIENT SUPPORT
Advanced Technical
&
CLIENT SUPPORT
SERVICE
*Offered to FIINOSOL, FIINOPACT, FIINOVA.
For the first time in the social development sector, FIINOVATION introduces
client support module (CSM). Clients convenience being our main focus, we
have electronically designed the MIS web-page to cut down on the traditional
modes of communication, thus, easing you from the constant calling and the
endless paper work. CSM is a strategy that combines the information, systems,
technologies, policies, processes, and personnel of the organization with the
objective to provide reliable & prompt services to the client. The module will help
theclientsintrackingtheprogressoftheirprojectsatadailylevel.
The CSM offers a range of services,
that will guarantee a valuable experience to your association with
FIINOVATION.
Credible, dedicated & stable communication network.
24*7 access to online support where you can drop your queries at any time of the day and the response of which
would be sent to you between 24 to 36 hours.
Regular update on your project development, donor submission & funding process.
SMS alert on every update, reducing communication gap to make the system transparent.
Mobile application that facilitates user friendly and high end services.
15
FIINO CSM
16
CLIENT SUPPORT MANAGEMENT
With the use of an interactive web interface, the clients will be able to see the details of their project and the details of the
submissionsensuringhealthyfunder-implementerinteractionforlongtermrelationship.
MOBILE WEBSITE
A mobile based website which facilitates user friendly interaction thereby cutting down on the traditional methods of
communication.
MANAGEMENT INFORMATION SYSTEM
All information displayed in the CSM web-page is storedin management information system and is regularly updated with
requiredinformationkeepingtheCSOsabsolutelysecureabouttheircontent.
DETAILED INFORMATION SECURITY
Every CSO is provided with login id password which is only known to them giving them security of their content.
MOBILE
APPLICATION
17
Use your mobile phone to check the latest updates
foryourprojectmovement.
Just submit your Name and Contact no. to receive
instantfeedbacktoallyouquerieswithaclick.
With an objective to ease the organization’s
access and reach we have come up with this
user friendly interface which will cater to your
need of instant connect bridging the e-gap
through“m.fiinovation.co.in”
INSTANT ACCESS TO YOUR
PROJECT MOVEMENT
WAS NEVER SO EASY...!!
“m.fiinovation.co.in”
Whatisunique about Fiinovation?
Howwill Fiinovation benefit myorganization?
WhatdoesFiinovation mainlydo?
Howdo Iapply for theproductsand services of Fiinovation?
Whodevelopstheproposals?
HowdoesFiinovation increasemyfunding opportunities?
Fiinovation is first of its kind initiativewhich concentrates on mobilizing resources for Civil Society Organizations (CSOs).
It ensures that by its services the capacity of CSOs are not only built but also enhanced through a unique service delivery
mechanism based on research so that the Non-Profit Organizations (NPOs) become independently strong when it
comestoresourcemobilization.
Fiinovation opens up a completely new opportunity window for Civil Society Organizations through a one stop solution,
i.e. designing the researched project proposal, submission and follow ups with the concerned donors. The project
proposal is designed based on the research carried out keeping in mind the need of the organization, donor guidelines
and objectives. Fiinovation also provides an access to an electronic platform where the organization can track every
projectdesigning,submissionandfollowuprelatedactivities.
Fiinovation acts as a prospect depository for the Civil Society Organizations. The services are designed to meet the
actual needs of the Civil Society Organizations. Professionals working in our state-of-the-art in house proposal research
lab are well equipped with the functionality of the social development sector. Every project proposal is designed with
precisionkeepinginmindthedonorguidelinesandobjectives.
To sign up for our membership, you need to contact our zonal sales team and submit your documents with them. The
team will further present your documents to the process. The Fiinovation team will study the submitted documents and
contactyouforsigninguptheFiinovationcharter.
At Fiinovation, we are determined to cater to clients working on various themes and sub themes. The project proposal is
developed by professionals with clear understanding and technical expertise in project development in our state-of-the-
art in house proposal research lab. Every proposal is uniquely designed keeping in mind the CSO's institutional needs,
and donor guidelines. A dedicatedresearch (both primary and secondary) is carried out by our project development team
asdeemedrequired.
Fiinovation believes in developing proposals based on research, your need and donor's objectives and guidelines. It does
not work with a carefree attitude and designs proposals with precision, does regular follow ups with the donor agencies
providingabetterandwideropportunity gatewaytogetyourprojectfunded.
18
FREQUENTLY
ASKED
QUESTIONS?
Whatarethemajorsectorsof workfor Fiinovation?
Howdo Igetupdates of myproject?
Doyouhaveanyspecific criteriafor client selection?
Canwehavemorethan oneproject?
Howwill youensurethat theproposalisof asuperior quality?
Whowill decidetheprojectbudget?
Whatif Idon'thaveinternet access?
We are not for profit and do not have any reserves or corpus to pay for the advance component for your product.
Fiinovation majorly focuses in the areas of Health, Education, Livelihood, and Environment. It has a research team of
experts who are well informed in all the relevant sectors. Our in house team works in close coordination with the issue
anddomainspecificexperts tobringoutthemostviableprojectproposalforyou.
On signing up the Fiinovation agreement, yourorganization is provided with an access to the client support management
(CSM), a MIS specifically crafted for cliental queries and project updates. Once the agreement is inked, the details of
proposal designing; the submission made would be updated on the CSM web-page.You will also be informed through an
SMSalert whenandasyourMISweb-pagegetsanewupdate.
The eligibility criteria for signing up the agreement is that the organization must be registered under
societies/trust/cooperativesocieties/25CCompaniesActwithatleast1year'sAuditReport andAnnualReport inplace.
Yes,anorganizationcandefinitelyapplyforourservices formorethanoneproject.Thefinaldecisionhowever,istakenby
ourteamafterverifyingthedocumentssubmittedbytheorganization.
Quality and uniqueness is given utmost importance at Fiinovation. Our in-house state of the art project proposal
research lab has dedicated professionals with knowledge and the technical expertise required for project designing.
Every project is uniquely designed keeping in mind the donor guidelines and dedicated research (both primary and
secondary) iscarriedoutbytheprojectteamwheneverrequired.
Forthissamereasonwehaveaqualityprocessteamwhichspecificallylooksintothequalityoftheservices providedand
theproposalsdrafted.
The budget is decided by our research team depending on the capacity of the NGO after analysis of the submitted
documents (Registration Certificate, Audit and Annual Report) and the guidelines of the donors as well. Also, our team
wouldcheckthefinancialcapacityoftheNGOandwhethertheobjectivesofthedonoralignwiththatoftheNGO.
WedounderstandthatmostNGOsworkatthegrassrootlevelwhereinternetconnectivityisaconstraint.Wedonotwant
you to take rounds of the internet cafe. Every time there is an update on your MIS web-page, follow up or any update on
your CSM web-page, you'll get an SMS alert and then you can login to your CSM Web-page and view the update on your
registeredmobilenumber.
We consider the service charge paid by your organization as your potential investment, that too at a reasonable charge,
and we at Fiinovation redeem it successfully for you. Certain costs are being incurred in identification of sector specific
donor agency, designing innovative project proposals submitting it to the donor as per their guidelines and doing regular
follow ups until disbursal of funds involves of collection of data, communication, and hiring domain experts for which we
chargeanominalamountofservice fee.
19
FREQUENTLY
ASKED
QUESTIONS CONT...
Whatif thedonor visits myprojectarea?
Whatisconfidentiality orNonDisclosureAgreement?
Istherealimit to how muchgrant Icanrequest?
Howdo weincorporate theservice feepaid to Fiinovation?
WhatisFiinovation Mobilesite?
HowcanIgetto theMobileversionof thewebsite?
WhatOperating systemscanIaccesstheMobilesitefrom?
Whatadvantagesdoesaccessingthemobileversionof awebsitegivemeoverthefull site?
We consider donor visit as a positive sign. After the project is designed, a copy is uploaded on the CSM web-page so that
you can review it. A CSO should know what the project intricacies are and should be clear regarding the purpose of the
project. A donor visit increases the chances of fund disbursal to happen quickly. Therefore, you need to have a clear
understandingoftheprojectthatyouintendtoimplement.
It is an agreement between the organization and fiinovation. where in it is binding on both the parties. It is a legal contract
between two parties that outlines confidential materials or knowledge the parties wish to share with one another for
certain purposes, but wish to restrict access to. It is a contract through which the parties agree not to disclose
information covered by the agreement. It becomes important in wake of the smooth sailing of the process of funds flow.
It also ensures that project concepts and original ideas are not duplicated. The parties can make disclosures by seeking
priorapprovalinwriting.
Basedonthebudgetary informationofyourorganization, ourfinanceexperts willsuggestatimeparameterandamount
thatcanbegenerated.
It is up to you to decide which component you will like the fees to be shown in the balance sheet but if you solicit then
whiledrawinguptheprojectproposaltheservice feecomponentcanbelookedintobyourProjectDevelopmentteam.
Fiinovation mobile site is a compressed version of the organization's website www.fiinovation.co.in and has all its key
features on display. All the relevant information will be made available on a single user click. It's simple to use and makes
thebrowsingexperiencequickerandfaster.
If you access the Fiinovation website on a mobile device, just type Fiinovation.co.in on your web browser, you will be
automaticallyredirectedtothemobileversion"m.Fiinovation.co.in"
Youcanthensavethispageasabookmarkorfavourite,soyoucanfinditagaineasily.
With an objective to ease the organization access and reach we have come up with this user friendly interface which will
cater to the organization's need of instant connect bridging the e-gap all you need is a GPRS or WAP enabled Mobile
device.
Themobilewebinterface offersthefollowingfeatures:
*WAP-Wirelessapplication protocol.
*GPRS-Generalpacketradio service
•Viewinformation
•Receiveimmediateprojectalerts
•Round theclockorganizationsupport
•Sendfeedback
20
FREQUENTLY
ASKED
QUESTIONS CONT...
How does access to the Login section work?
What if I have a problem with Internet access?
What if I forget my password?
How can I change my password?
What if my password is not recognized?
What if you are unable to meet the promises made?
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21
FREQUENTLY
ASKED
QUESTIONS CONT...
• Name and address of organization (in block letters)
............................................................................................................................................................................................
............................................................................................................................................................................................
............................................................................................................................................................................................
• Registration number:...........................................................................................
• Year of registration:..............................................................................................
Any other, please specify:.................................................................................
• Office telephone and fax number
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• Contact number:.................................................................................................
fiinovation
To be filled by the NGO itself
*All details are mandatory and required to be filled in English.
• Registration details (registered as)
Society Trust Non profit companies act 1956 Cooperative
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80G
12A
FCRA
Telephone No:.....................................................................................................
Fax No:................................................................................................................
• Details of contact person (Name of the chief functionary)
.......................................................................................................................................................................................
.......................................................................................................................................................................................
• Email id:..............................................................................................................
• Please select one priority sector of work
Health
Environment
Education
Livelihood
KYC FORM
• Number of governing body members :.............................................................................................................................
• Number of management staff:..........................................................................................................................................
• Number of field staff:........................................................................................................................................................
Please mention two largest projects handled in the last three years
1) Project name :..................................................................................................................................................................
Project duration and location:..........................................................................................................................................
Total project volume and donor:......................................................................................................................................
• Corpus fund (if any):.........................................................................................................................................................
• The activities/project for which funds are required:.........................................................................................................
• Total amount required (in INR.):........................................................................................................................................
*Note: out of the two projects, at least one should relate to the project for which the grant is required.
• Income /expenditure statements for the last three years.
Year Amount (in INR.)
Name/Signature/ Stamp
of the authorized signatory of the NGO
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24/30,Ground Floor, Okhla Industrial Estate, Phase III, New Delhi - 110020, Ph : 91-11-42332200, Fax : 011-
Email: response@fiinovation.co.in, info@fiinovation.co.in, Website: www.fiinovation.co.in
42332205
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• Geographical area of operation
...........................................................................................................................................................................................
...........................................................................................................................................................................................
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Total project volume and donor:......................................................................................................................................
24/30,Ground Floor, Okhla Industrial Estate,
Phase III, New Delhi - 110020
Ph : +91-11-42332200, Fax : +91-11-
Email: response@fiinovation.co.in, info@fiinovation.co.in
Website: www.fiinovation.co.in
42332205
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Innovative financial Advisors Pvt. Ltd - Sources to Resources

  • 2.
  • 3. SNEAK PEEK INTO THE ENVIRONMENT SECTOR 8PAGE CORE COMPETENCY 10PAGE SNEAK PEEK INTO THE HEALTH SECTOR 5PAGE FIINEDGE 13PAGE FREQUENTLY ASKED QUESTIONS? 18-21PAGE FIINO CSM 16PAGE SOLUTION THROUGH OUR SERVICES 11PAGE FIINOVATION ODYSSEY 9PAGE SNAPSHOT OF THE GRANT SCENARIO 1-2PAGE A SNEAK PEEK INTO THE LIVELIHOOD SECTOR 7PAGE A SNEAK PEEK INTO THE EDUCATION SECTOR 6PAGE THE PROJECT ROAD TRIP 4PAGE VALUE ADDED SERVICES 12PAGE MOBILE APPLICATION 17PAGE TABLE OF CONTENTS PRODUCT DETAILS 14PAGE CLIENT SUPPORT 15PAGE EVOLUTION OF CIVIL SOCIETY IN INDIA 3PAGE
  • 4. SNAPSHOT OF THE GRANT SCENARIO The pre-independence period witnessed the flow of funds in form of donations and charity, from the rich and influential industrialists and landlords. These donations were primarily philanthropic in nature and were to help people in distress. Provisions were provided during epidemics, disasters and for establishing religious institutions and schools. Birth of India as an independent state, saw the need of funds for curbing varied prevalent problems. Therefore after independence the Indian Government started investing heavily to alleviate poverty, improve food productivity, promote educational and health programs. The Public Sector Unit model was adopted to ensure equitable distribution of wealththusensuringincreasedaccesstobasicamenities. With the ForeignContributionAct 1976, cominginto force,therewas significantregulated flow of foreign grant between 1970s to 1990s. The foreign grant, facilitated improvement in the status of health and education in the country. Introduction of FCRA created transparencyintheusageoffundsreceivedfromforeigncontributors.Externalanddirect fundingfromthegovernment,ledtothegrowthofCSOsasagentsofchange. 01
  • 5. SNAPSHOT OF THE GRANT SCENARIO CONT... 02 The post liberalization years, transformed the status of CSOs as they expanded to new intervention areas from development action at grass root level to advocacy at the national and international levels. However, fiscal deficits and political instability at the state and central levels reduced investment in development programs. To counter this, private investments and foreign investments were encouraged, also giving prominence to the concept of Corporate Social Responsibility (CSR), which encourages holism, integration and wellbeing of the society. The period saw an influx of several global conglomeratesandriseofsection25companiesintoIndianmarkets. The latest guidelines laid down by the Ministry of Corporate Affairs suggest that the CPSEs having Profit After Tax over Rs.500 crore in the previous year, would direct 1% - 2% oftheirprofitstowardsCSRandsustainabilityactivities. Present day CSRs undertake several activities and provide support to a large range of social programs. Some of the activities that are associated with the CSRs include good governance, human rights, community engagement, philanthropic activities, staff volunteering, social benefits, local capacity building, social investment, environmental footprint, waste & pollution avoidance, eco-efficiency, product recycling, sustainability, greenhouse gas emissions, and resource reduction. Current funding models of major CSR programs in India focus on setting up enterprises that not only tackles prevalent socialissuesbutalsoprovidesindependentfinancialstabilitytothecommunity.
  • 6. EVOLUTION OF CIVIL SOCIETY IN INDIA 03 Phase 1 ( )1940s to 1970s ? ? Limited Civil Society Activities and Initiatives. Priority was given to State led Interventions. Phase 2 ( )1970s to 1990s ? ? Active participation of Civil Society Organizations working in Health and Education. Introduction of Foreign Contribution Regulation Act, 1976. Phase 3 ( )1990s to 2000s ? ? Expansion to new intervention areas; Advocacy, Environment, Livelihood, Rights based approaches. Private investments and foreign investments encouraged. Phase 4 ( )2000s to Present ? ? Prominence of Civil Society Organizations. Emergence of Social enterprises, Venture Funds, PPP models, Producer Companies etc. Civil Society Organizations are a strong pillar of sustainability & development as they can facilitate in bridging the gap between the policy makers and the public through policy advocacy, easy access to information, awareness generation and capacity building. With the changing status of Civil Society Organization there has also been significant change in the social development initiatives that they undertake. The focus of the projects have changed as per the needs of the society. LIFE CYCLE OF SOCIAL SECTOR INITIATIVES (1940s to 1970s) (1970s to 1990s) (1990s to Present) Sectoral specific interventions with emphasison Health,Education. Focus on community awareness generation. Infrastructure Development - Hospitals, Schools, Religious institutions. Advocacy based approach. Sustainable development. Inclusive growth. Access to infrastructure.
  • 7. THE PROJECT ROAD TRIP 04 Inadequacies and the flaws in the existing social projects, gave way to new and innovative models that can replace them. Over the years, new problems and challenges have led to the creation and adoption of better project concepts. The conventional project concepts that facilitated improvement in the social standards earlier, cannot be put to use today and therefore there is a need to revamp the social concepts and projects in India. Demand from bottom of the pyramid, external market forces and macroeconomic challenges have given birth to new and innovative concepts. The advent of venture funds, PPP models, producer companies and social enterprise are examples of such changes, which have transformedthesocialdevelopmentspace. THE SOCIAL PROJECTS HAVE UNDERTAKEN A LONG JOURNEY AND HAVE UNDERGONE SIGNIFICANT CHANGES, Adoption of innovative strategies for community based interventions. Development of projects that are replicable, scalable and sustainable. Comprehensive, integrated, beneficiary-oriented implementation programmes. Engagement in evidence based programming. Integration of policy advocacy component. Participatory and rights based approaches to programme development. Strengthening local institutions. Conversion of social models to socio-economic models. Involvement of women as agents of change. IN THE FOLLOWING AREAS WITH THE CHANGES IN THE SOCIAL SECTOR SCENARIO, THERE ALSO IS A NEED TO ACCORDINGLY DESIGN NEW INITIATIVES AND SOCIAL MODELS.
  • 8. 05 A SNEAK PEEK INTO THE HEALTH SECTOR Improvingefficiency,effectivenessandaccountabilitywithinhealthdeliverysystem. Strengthening the local governing bodies and increasing user participation along with community based monitoring. Strengtheningthehealthinfrastructureforenhancingqualityofhealthservices bothintermsofequipmentandstaffing. Suggest management strategies for improvement in quality of service through application of total quality management conceptforhealthcaredelivery. Strategies to improve coverage of services at affordable cost; to cope with existing, reemerging and new challenges in communicableandnon-communicablediseases. Strategies to deal with the nutritional problems faced by 0-3 years children, pregnant, lactating mothers and geriatric age grouppeople. According to the official statistics of the World Bank, the number of poor people has increased by 10.4 per cent between 1987 and 2001 to 2735 million- almost half of the world's population. Poverty is considered to be one of the biggest epidemic that the global public health community faces, resulting in poor health indicators. Differentstudy evidences reiterateand reemphasize an urgent need of working on reproductive health issues in the country, not only for benefitting the particular target groups but for achieving the MDG as well. The epidemiological trends has also shifted with an increase in life expectancy with the major causes of deaths and disability shifting from generic, maternal and perinatal causes to chronic diseases. To address the issues mentioned thereis a need to promote rights based approaches towards health rather than developing a generic health based programme. This should encompass a comprehensive health strategy with preventive, promotive, curative and rehabilitativeservices. OUR TAKE ON HEALTH INITIATIVES
  • 9. 06 Focusing on the quality aspect of education which will mean strong partnership between key stakeholders like government,civilsocietyorganizationsandprivateinstitutions. Vocational education, improving generic courses for pre-vocational education to be implemented through out the country. System-widefocusonholisticdevelopmentofchildrenbyimprovinglearningoutcomesandothernon-scholasticareas. Redefining literacy and a paradigm shift from basic literacy to lifelong learning, with a focus on both non-formal education and establishing strong linkages with the formal system with mechanism for recognizing prior learning and accreditation. Combining access with affordability and ensuring high-quality undergraduate and post graduate education and increase inoverallemployability. Despite significant gains during Eleventh plan, education in India faces several challenges. The country's mean years of schooling at 5.12 years is significantly lower than the other emerging market economies. The biggest concern in elementary education is the poor level of student learning. Evidence suggests that learning outcomes for children in Indian schools are far below corresponding class levels in other countries. Annual Status of Education Report (2011) illustrate that over half the children in class V are unable to read even at class II level. The Twelfth plan needs to address these challenges in an integrated and holistic manner. A step in the right direction is the Right to Education Act wherein, the fundamental right of every child between the ages of6to14yearstofreeandcompulsory educationisensured. A SNEAK PEEK INTO THE EDUCATION SECTOR OUR TAKE ON EDUCATION INITIATIVES
  • 10. A SNEAK PEEK INTO THE LIVELIHOOD SECTOR 07 Vocational training in sustainable alternate livelihood opportunities. Implementing proper value chain management for agricultural produce. Contract farming, producer companies, multi stake holder cooperatives, group farming. Infrastructure development and improving irrigation facilities. Integrated programs of livelihood with health and environment programs. Increased participation of women workforce and enhancing their entrepreneurial skills. Promotion of livelihood for informal sector, that accounts for an overwhelming proportion of the country's workforcehas been a daunting task. The inability to provide suitable livelihood options for the vulnerable and underprivileged sections has led to widespread poverty resulting in illiteracy, malnourishment, high mortality rates, and low standard of living. 32.7% of the total Indian people fall below the international poverty line of US$ 1.25 per day (PPP) while 68.7% live on less than US$ 2 per day. Lack of skills, absence of proper marketing strategies and linkages, low crop productivity, lack of physical, social and financialbaseetc.aresomeofthemajorproblemsthatthesectorfaces. OUR TAKE ON LIVELIHOOD INITIATIVES The present scenario can't be changed overnight, but requires adoption of innovative strategies to create honourable livelihood for these vulnerable people.
  • 11. A SNEAK PEEK INTO THE ENVIRONMENT SECTOR 08 Development of community based climate change adaptation and mitigation plans. Implementation of effective Water Resource Management Installation of rain water harvesting structures to enhance water availability. Adoption of alternate energy to reduce dependence on the conventional sources. Innovative solid waste management strategies for converting waste to wealth. Sustainable development. Developing strategies for carbon trade. According to a World Bank report, between 1995 and 2010, India made one of the fastest progresses in addressing its environmental issues and improving its environmental quality. This however came after India saw its worse period in terms of environmental degradation from 1947 through 1995. Mismanagement and overuse of India's once abundant forests has resulted in desertification, contamination, and soil depletion throughout the sub- continent. Loss of biodiversity and loss of resilience in eco-systems are one of theeffectsofenvironmentalpollution. Withclimatechangeloominglargeover the Indian ecosphere, there is a need to chart out sustainable development strategies. As climate change is one of the gravest threats that the Earth faces today, major funding agencies have diverted funds towards tackling climate change and reducing carbon emissions. Environmental grants are being routed through multilateral and bilateral agencies for enhancing climate proofing. OUR TAKE ON ENVIRONMENT INITIATIVES
  • 12. FIINOVATION ODYSSEY 09 Keeping up with the changing scenario, Fiinovation supports CSOs by developing concepts that use innovative strategies for community based interventions. We understand that reforming current strategies is crucial for preparing the CSOs to cope up with the new challenges. We offer integrated innovative fundraising and project management solutions for civil society organizations working in the Health, Education, Livelihood and Environment sector. Through the array of services which include stakeholder analysis and situation analysis of the area,we delivercustomizedprojects as perthedonorportfolio andtheneedoftheprojectarea. While you dedicate all your resources in eradicating poverty, enhancing social entrepreneurship and developing capacities for economically and socially marginalized communities, we affirm to be the much needed support you need in raising funds for concepts. Fiinovation is strategically poised to design resource mobilization strategies, support project development and management, identify right partners for planned initiativesandaboveallmobilizefundsforinitiativesyouplantoimplement.
  • 13. CORE COMPETENCY 10 Realizing the need to enhance resilience and promote sustainability in social projects, Fiinovation, follows a sequential and integrated approach. Years of experience coupled with team of sector specific professionals, Fiinovation tends to bridge the gap and lead the micro towards the macro, through its unique services. At Fiinovation, we combine innovation with research, to develop socially acceptable and commercially viable enterprises. We adopt an entrepreneurship development approach to tackle the social problems/issues by utilizing local opportunities and appropriately developing them as entrepreneurs. What Makes Us Unique? Abreast with changing donor trends and fund movement. Exclusive MIS web-page to track your project progress. Resource mobilization for your dream project within a stipulated time frame with warranty. Identify unique and location specific opportunities to enhance possibility of funding. Comprehensive need based assessment done to develop a strategic plan for resource mobilization. Domain specific research oriented work force. Asia's first In-house Proposal Research Lab to conduct in-depth research while preparing proposals.
  • 14. 11 FIINO SOLUTION THROUGH OUR SERVICES PROJECT DESIGN Assessment of intervention area, primary and secondary research, topographic and demographic research, quantitative and qualitative research, scenario based research, identification of multiple opportunities, discussion and suggestion of best-suitedopportunities, incorporationofoutcomesofsystematicresearchandanalysis. Theresearchextensiveleadsto: a)Analyzingtheprojectinterventionareaanddevelopingconceptnotesanddetailedprojectproposal. b)ProjectSustainabilityforattainingsignificantresults. c)ProjectRiskAssessmentforcharting outariskmitigationstrategy. PROJECT CONCEPTUALIZATION Alignment with donors from our extensive donor database, which includes CSRs, bilateral, multilaterals, and other funding institutions. DONOR IDENTIFICATION Alignment with other Civil Society Organizations working in the same intervention area or sector for implementation of large scale projects, as and when required. Bringing together a large pool of civil society organizations for improved efficiencyandensuringdeliveryofqualityresultsatgrassrootslevel. PARTNER IDENTIFICATION RESOURCE MOBILIZATION Identifyingsuitableprojectsfromindividualdonors,aligningwithorganizationalcapabilities. DESIGN THE PROPOSAL Ensuring timely submissions of project proposals, concept notes and budget conforming to donor guidelines and objectiveskeepinginmindtheprescribedformatandkeepingotherfineprintguidelinesinmind. SUBMISSION OF PROPOSAL Conducting meetings and project presentation beforedonors, timely follow-ups through an extensive MIS regular updates onstatusoftheprojectthroughSMSanddedicatedClientSupport ManagementWeb-page. FOLLOW UP ACTIVITIES AssistancetoCivilSocietyOrganizationsincontractformulationwithrelevant stakeholders. CONTRACT FORMULATION Ensuringtimelydisbursalofgrantininstallmentsasperprojectrequirementanddonorcontract. ASSISTANCE IN DISBURSAL
  • 15. 12 VALUE ADDED SERVICES NEED ASSESSMENT Our need assessment exercisesaredesigned to help NGOs in ascertaining the most appropriate areaand sector to work in. Basedontheneedassessmentresults,theverticalofworkingcanbeascertained andchancesoffundingaremaximized. MONITORING & EVALUATION Our organization conducts a comprehensive evaluation of each of the service and delivers the report to the clients. We help ourclientsinevaluatingandmonitoringtheentireprocess,itsoutcomeandtherebyprepareadetailedreportforthesame. VISIBILITY ENHANCEMENT PACKAGE Being an all round player is Fiinovation's forte. As per client requirements we ensure enhanced organization visibility through effective utilization of mass communication mediums, linking them with extensive NGO forums/networks, presentationoftheirworkinappropriateCSRforumsandnominatingtheirentriesforsocialdevelopmentsectorawards.
  • 16. FIINEDGE 13 DONOR PORTFOLIO MANAGEMENT We diligently work and provide our donors with the most wide-ranging and the best Donor Portfolio Management services in our domain. We help donors in maintaining their profiles in accordance with the field they choose to work and help them identifythepotentialCSOswhohaveexpertise inthesamearena. NEED ASSESSMENT Our need assessment exercises are designed to help donors in ascertaining the most appropriate area and sector to work in.Basedontheneedassessmentresults,theverticalofworkingcanbeascertained. SECTOR IDENTIFICATION With our expertise and knowledge of the workability of sectors, we, at Fiinovation help donors in identifying and choosing the sector which will give them a long term strategic engagement and is appropriate for the organization as per the past experience. Moreover, we guide them in determining and working for a particular sector which will reapbenefits out of their investments. MONITORING & EVALUATION Fiinovation conducts evaluation exercises of each of the projects and delivers the report to the donors. We help our donors inmonitoringandevaluatingtheentireprocess,itsoutcomeandtherebyprepareadetailedreportforthesame. VISIBILITY ENHANCEMENT PACKAGE We help in enhancing the visibility of the donors at all levels whether at grassroots or social sector forums. We not only partner the best NGOs, but also help in determining the factors which will lead to increase visibility of our donors. DONOR SERVICES
  • 17. PRODUCTS 14 Fiinosol offers resource solution for social development projects ranging between INR. 40 lacs to INR. 60 lacs . The service includes project conceptualization support, donor identification support, submission of proposal to donors and follow ups withdonors,tillfundaredisbursed. FIINOSOL With Fiinopact, we mobilize funds for projectsrangingfromINR.60 lacsto INR. 80 lacs. Combination of unique project designing approaches with innovative strategies of resource mobilization guarantees adequate funds for implementing your projects. FIINOPACT It is a high end solution from Fiinovation, that helps raise funds for project ranging from INR. 80 lacs to INR. 1 Crore. Along with proposal development and you get resources mobilizedasperdonorguidelines. FIINOVA SERVICE FEE CHARTER First Installment 3% of the committed projected volume, at the time of signing Memorandum of Understanding between the organization & Fiinovation. *12.36% service tax will be levied on the service fee of 3% & 9% Respectively. ELIGIBILITY CRITERIA (Applicable for FIINOSOL , FIINOPACT, FIINOVA) An Organization Should: Have valid land line telephone number Have an Operative Bank Account Have Registered Office Address Have latest (1year) Audit & Annual Report Be a registered entity under Society Act/Trust Act/ Section 25-C Company Act DOCUMENTS REQUIRED Copy of Pan Card Copy of Legal Certificates (if you have)12A, 80G, 35AC, FCRA Copy of Memorandum of Association (by Laws) Copy of Annual Report for the last financial year Copy of Audit Report for the last financial year Copy of Registration Certificate/Trust Deed Complete Fiinovation KYC form Applicable for FIINOSOL, FIINOPACT, FIINOVA Second Installment st 9% after the disbursal of 1 installment or donor contract,whicheverislater. *All products carry standard warranty procedure of Innovative Financial Advisors Pvt. Ltd
  • 18. CLIENT SUPPORT Advanced Technical & CLIENT SUPPORT SERVICE *Offered to FIINOSOL, FIINOPACT, FIINOVA. For the first time in the social development sector, FIINOVATION introduces client support module (CSM). Clients convenience being our main focus, we have electronically designed the MIS web-page to cut down on the traditional modes of communication, thus, easing you from the constant calling and the endless paper work. CSM is a strategy that combines the information, systems, technologies, policies, processes, and personnel of the organization with the objective to provide reliable & prompt services to the client. The module will help theclientsintrackingtheprogressoftheirprojectsatadailylevel. The CSM offers a range of services, that will guarantee a valuable experience to your association with FIINOVATION. Credible, dedicated & stable communication network. 24*7 access to online support where you can drop your queries at any time of the day and the response of which would be sent to you between 24 to 36 hours. Regular update on your project development, donor submission & funding process. SMS alert on every update, reducing communication gap to make the system transparent. Mobile application that facilitates user friendly and high end services. 15
  • 19. FIINO CSM 16 CLIENT SUPPORT MANAGEMENT With the use of an interactive web interface, the clients will be able to see the details of their project and the details of the submissionsensuringhealthyfunder-implementerinteractionforlongtermrelationship. MOBILE WEBSITE A mobile based website which facilitates user friendly interaction thereby cutting down on the traditional methods of communication. MANAGEMENT INFORMATION SYSTEM All information displayed in the CSM web-page is storedin management information system and is regularly updated with requiredinformationkeepingtheCSOsabsolutelysecureabouttheircontent. DETAILED INFORMATION SECURITY Every CSO is provided with login id password which is only known to them giving them security of their content.
  • 20. MOBILE APPLICATION 17 Use your mobile phone to check the latest updates foryourprojectmovement. Just submit your Name and Contact no. to receive instantfeedbacktoallyouquerieswithaclick. With an objective to ease the organization’s access and reach we have come up with this user friendly interface which will cater to your need of instant connect bridging the e-gap through“m.fiinovation.co.in” INSTANT ACCESS TO YOUR PROJECT MOVEMENT WAS NEVER SO EASY...!! “m.fiinovation.co.in”
  • 21. Whatisunique about Fiinovation? Howwill Fiinovation benefit myorganization? WhatdoesFiinovation mainlydo? Howdo Iapply for theproductsand services of Fiinovation? Whodevelopstheproposals? HowdoesFiinovation increasemyfunding opportunities? Fiinovation is first of its kind initiativewhich concentrates on mobilizing resources for Civil Society Organizations (CSOs). It ensures that by its services the capacity of CSOs are not only built but also enhanced through a unique service delivery mechanism based on research so that the Non-Profit Organizations (NPOs) become independently strong when it comestoresourcemobilization. Fiinovation opens up a completely new opportunity window for Civil Society Organizations through a one stop solution, i.e. designing the researched project proposal, submission and follow ups with the concerned donors. The project proposal is designed based on the research carried out keeping in mind the need of the organization, donor guidelines and objectives. Fiinovation also provides an access to an electronic platform where the organization can track every projectdesigning,submissionandfollowuprelatedactivities. Fiinovation acts as a prospect depository for the Civil Society Organizations. The services are designed to meet the actual needs of the Civil Society Organizations. Professionals working in our state-of-the-art in house proposal research lab are well equipped with the functionality of the social development sector. Every project proposal is designed with precisionkeepinginmindthedonorguidelinesandobjectives. To sign up for our membership, you need to contact our zonal sales team and submit your documents with them. The team will further present your documents to the process. The Fiinovation team will study the submitted documents and contactyouforsigninguptheFiinovationcharter. At Fiinovation, we are determined to cater to clients working on various themes and sub themes. The project proposal is developed by professionals with clear understanding and technical expertise in project development in our state-of-the- art in house proposal research lab. Every proposal is uniquely designed keeping in mind the CSO's institutional needs, and donor guidelines. A dedicatedresearch (both primary and secondary) is carried out by our project development team asdeemedrequired. Fiinovation believes in developing proposals based on research, your need and donor's objectives and guidelines. It does not work with a carefree attitude and designs proposals with precision, does regular follow ups with the donor agencies providingabetterandwideropportunity gatewaytogetyourprojectfunded. 18 FREQUENTLY ASKED QUESTIONS?
  • 22. Whatarethemajorsectorsof workfor Fiinovation? Howdo Igetupdates of myproject? Doyouhaveanyspecific criteriafor client selection? Canwehavemorethan oneproject? Howwill youensurethat theproposalisof asuperior quality? Whowill decidetheprojectbudget? Whatif Idon'thaveinternet access? We are not for profit and do not have any reserves or corpus to pay for the advance component for your product. Fiinovation majorly focuses in the areas of Health, Education, Livelihood, and Environment. It has a research team of experts who are well informed in all the relevant sectors. Our in house team works in close coordination with the issue anddomainspecificexperts tobringoutthemostviableprojectproposalforyou. On signing up the Fiinovation agreement, yourorganization is provided with an access to the client support management (CSM), a MIS specifically crafted for cliental queries and project updates. Once the agreement is inked, the details of proposal designing; the submission made would be updated on the CSM web-page.You will also be informed through an SMSalert whenandasyourMISweb-pagegetsanewupdate. The eligibility criteria for signing up the agreement is that the organization must be registered under societies/trust/cooperativesocieties/25CCompaniesActwithatleast1year'sAuditReport andAnnualReport inplace. Yes,anorganizationcandefinitelyapplyforourservices formorethanoneproject.Thefinaldecisionhowever,istakenby ourteamafterverifyingthedocumentssubmittedbytheorganization. Quality and uniqueness is given utmost importance at Fiinovation. Our in-house state of the art project proposal research lab has dedicated professionals with knowledge and the technical expertise required for project designing. Every project is uniquely designed keeping in mind the donor guidelines and dedicated research (both primary and secondary) iscarriedoutbytheprojectteamwheneverrequired. Forthissamereasonwehaveaqualityprocessteamwhichspecificallylooksintothequalityoftheservices providedand theproposalsdrafted. The budget is decided by our research team depending on the capacity of the NGO after analysis of the submitted documents (Registration Certificate, Audit and Annual Report) and the guidelines of the donors as well. Also, our team wouldcheckthefinancialcapacityoftheNGOandwhethertheobjectivesofthedonoralignwiththatoftheNGO. WedounderstandthatmostNGOsworkatthegrassrootlevelwhereinternetconnectivityisaconstraint.Wedonotwant you to take rounds of the internet cafe. Every time there is an update on your MIS web-page, follow up or any update on your CSM web-page, you'll get an SMS alert and then you can login to your CSM Web-page and view the update on your registeredmobilenumber. We consider the service charge paid by your organization as your potential investment, that too at a reasonable charge, and we at Fiinovation redeem it successfully for you. Certain costs are being incurred in identification of sector specific donor agency, designing innovative project proposals submitting it to the donor as per their guidelines and doing regular follow ups until disbursal of funds involves of collection of data, communication, and hiring domain experts for which we chargeanominalamountofservice fee. 19 FREQUENTLY ASKED QUESTIONS CONT...
  • 23. Whatif thedonor visits myprojectarea? Whatisconfidentiality orNonDisclosureAgreement? Istherealimit to how muchgrant Icanrequest? Howdo weincorporate theservice feepaid to Fiinovation? WhatisFiinovation Mobilesite? HowcanIgetto theMobileversionof thewebsite? WhatOperating systemscanIaccesstheMobilesitefrom? Whatadvantagesdoesaccessingthemobileversionof awebsitegivemeoverthefull site? We consider donor visit as a positive sign. After the project is designed, a copy is uploaded on the CSM web-page so that you can review it. A CSO should know what the project intricacies are and should be clear regarding the purpose of the project. A donor visit increases the chances of fund disbursal to happen quickly. Therefore, you need to have a clear understandingoftheprojectthatyouintendtoimplement. It is an agreement between the organization and fiinovation. where in it is binding on both the parties. It is a legal contract between two parties that outlines confidential materials or knowledge the parties wish to share with one another for certain purposes, but wish to restrict access to. It is a contract through which the parties agree not to disclose information covered by the agreement. It becomes important in wake of the smooth sailing of the process of funds flow. It also ensures that project concepts and original ideas are not duplicated. The parties can make disclosures by seeking priorapprovalinwriting. Basedonthebudgetary informationofyourorganization, ourfinanceexperts willsuggestatimeparameterandamount thatcanbegenerated. It is up to you to decide which component you will like the fees to be shown in the balance sheet but if you solicit then whiledrawinguptheprojectproposaltheservice feecomponentcanbelookedintobyourProjectDevelopmentteam. Fiinovation mobile site is a compressed version of the organization's website www.fiinovation.co.in and has all its key features on display. All the relevant information will be made available on a single user click. It's simple to use and makes thebrowsingexperiencequickerandfaster. If you access the Fiinovation website on a mobile device, just type Fiinovation.co.in on your web browser, you will be automaticallyredirectedtothemobileversion"m.Fiinovation.co.in" Youcanthensavethispageasabookmarkorfavourite,soyoucanfinditagaineasily. With an objective to ease the organization access and reach we have come up with this user friendly interface which will cater to the organization's need of instant connect bridging the e-gap all you need is a GPRS or WAP enabled Mobile device. Themobilewebinterface offersthefollowingfeatures: *WAP-Wirelessapplication protocol. *GPRS-Generalpacketradio service •Viewinformation •Receiveimmediateprojectalerts •Round theclockorganizationsupport •Sendfeedback 20 FREQUENTLY ASKED QUESTIONS CONT...
  • 24. How does access to the Login section work? What if I have a problem with Internet access? What if I forget my password? How can I change my password? What if my password is not recognized? What if you are unable to meet the promises made? Authenticated by username and password you can access your full project details. If you experience any problems with online access, or have any other technical queries, our experienced Customer Service Management Team will be pleased to assist you. If you have forgotten/misplaced your password, drop us a mail on clientsupport@fiinovation.co.in and we will mail you the password to your registered email Ids. To change the password, you will have to send an official e-mail to the opportunity team, clientsupport@fiinovation.co.in stating the reason for changing your password. The opportunity team will take the necessary action and will inform you with the same. The login ID and the password are always verified before its allotment to the client, so a case like this would not happen. But if in case the ID and the Password do not match, you can drop us a mail on clientsupport@fiinovation.co.in and a new password will be generated for you within 24 hours. Fiinovation works with a warranty. The project which will be designed and submitted by Fiinovation to donor organization will get funded within 8 months. In case, we are unable to raise funds, the subscription amount will be refunded within 15 days of completion of deadline. The warranty ensures that the resources would be mobilized through project submissions made on behalf of the concerned agency, failing which the warranty would be executed. For more details: Mail us- clientsupport@fiinovation.co.in or Log on- www.fiinovation.co.in * If we are unable to raise 75% of the committed value 50% of the subscription amount paid till date will be refunded within 15 days of completion of deadline. * If we are unable to raise 50% of the committed value the entire subscription amount paid till the date will be refunded within 15 days of completion of deadline. 21 FREQUENTLY ASKED QUESTIONS CONT...
  • 25. • Name and address of organization (in block letters) ............................................................................................................................................................................................ ............................................................................................................................................................................................ ............................................................................................................................................................................................ • Registration number:........................................................................................... • Year of registration:.............................................................................................. Any other, please specify:................................................................................. • Office telephone and fax number • Website address:................................................................................................ • Contact number:................................................................................................. fiinovation To be filled by the NGO itself *All details are mandatory and required to be filled in English. • Registration details (registered as) Society Trust Non profit companies act 1956 Cooperative • Statutory compliances and certifications 80G 12A FCRA Telephone No:..................................................................................................... Fax No:................................................................................................................ • Details of contact person (Name of the chief functionary) ....................................................................................................................................................................................... ....................................................................................................................................................................................... • Email id:.............................................................................................................. • Please select one priority sector of work Health Environment Education Livelihood KYC FORM
  • 26. • Number of governing body members :............................................................................................................................. • Number of management staff:.......................................................................................................................................... • Number of field staff:........................................................................................................................................................ Please mention two largest projects handled in the last three years 1) Project name :.................................................................................................................................................................. Project duration and location:.......................................................................................................................................... Total project volume and donor:...................................................................................................................................... • Corpus fund (if any):......................................................................................................................................................... • The activities/project for which funds are required:......................................................................................................... • Total amount required (in INR.):........................................................................................................................................ *Note: out of the two projects, at least one should relate to the project for which the grant is required. • Income /expenditure statements for the last three years. Year Amount (in INR.) Name/Signature/ Stamp of the authorized signatory of the NGO • Any other detail: 24/30,Ground Floor, Okhla Industrial Estate, Phase III, New Delhi - 110020, Ph : 91-11-42332200, Fax : 011- Email: response@fiinovation.co.in, info@fiinovation.co.in, Website: www.fiinovation.co.in 42332205 fiinovation • Geographical area of operation ........................................................................................................................................................................................... ........................................................................................................................................................................................... 2) Project name :.................................................................................................................................................................. Project duration and location:.......................................................................................................................................... Total project volume and donor:......................................................................................................................................
  • 27.
  • 28. 24/30,Ground Floor, Okhla Industrial Estate, Phase III, New Delhi - 110020 Ph : +91-11-42332200, Fax : +91-11- Email: response@fiinovation.co.in, info@fiinovation.co.in Website: www.fiinovation.co.in 42332205 fiinovation