Mobilizing Resources and Working Towards Sustainable Funding- JSI

1. Resource Mobilization
HIV Capacity Building Conference
Skills Building Session S12
Barbara Durr, JSI
www.jsi.com

2. Resource Mobilization Module
www.jsi.com

3. 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.
4/4/2013 www.jsi.com 3

4. 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
4/4/2013 www.jsi.com 4

5. 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
www.jsi.com

6. 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
4/4/2013 www.jsi.com 6

7. 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?
4/4/2013 www.jsi.com 7

8. Two Proposed Activities
 Understanding the Roles and Responsibilities
of Prime, Sub and Grantees;
 RFA Announcement Role Play;
4/4/2013 www.jsi.com 8

9. 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
www.jsi.com

10. 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 period
o Financial progress for the current budget period
o Proposed activity and objectives for the new budget period program
o Budget
o Measures of effectiveness, including progress against the numerical goals
o 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.
www.jsi.com

11. 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?
4/4/2013 www.jsi.com 11

12. 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?
4/4/2013 www.jsi.com 12

13. 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.
4/4/2013 www.jsi.com 13

14.  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?
4/4/2013 www.jsi.com 14

15. 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.
4/4/2013 www.jsi.com 15