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CSR Project Submission Guidelines

The document outlines the format for submitting investible projects for CSR funding, detailing the necessary components such as project abstract, objectives, financial information, and implementation timelines. It emphasizes the importance of providing a clear problem statement, measurable outcomes, and sustainability plans. Additionally, it includes guidelines for organizational details and project proposal specifics to ensure comprehensive submissions.

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jigna1981
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47 views6 pages

CSR Project Submission Guidelines

The document outlines the format for submitting investible projects for CSR funding, detailing the necessary components such as project abstract, objectives, financial information, and implementation timelines. It emphasizes the importance of providing a clear problem statement, measurable outcomes, and sustainability plans. Additionally, it includes guidelines for organizational details and project proposal specifics to ensure comprehensive submissions.

Uploaded by

jigna1981
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Format for submission of Investible Projects for CSR Funding

I. PROJECT ABSTRACT

S Implementi Nam Project Locati Sector/ Compone Total List Impact/


N ng e/ descripti on Themati nts of the Project Outcome of
Departmen Title on in (Villag c Area Project Cost the Project
t/ Agency of brief e, with Cost (incl. no. of
Proje Block, direct
ct Distric beneficiarie
t, s)
State)
1
2

II. PROJECT DETAILS

1. Implementing Department/ Agency


2. Name/ title of Project
3. Project description/ Abstract of the project
4. Background of Project
a. The issue of concern/problem to be addressed
b. Supporting statistics/data and source (mandatory)
5. Location of project (Village/Block, District, State)
6. State why the proposed implementing agency is best suited to receive funding for implementing
the proposed project
7. Project objectives (which should be SMART – Specific/ Measurable/ Achievable/ Relevant/ Time
Bound)
8. SWOT analysis of the proposed project

STRENGTHS (Internal factors) WEAKNESS (Internal factors)

OPPORTUNITY (External factors) THREAT (External)

9. Financial Information
a. Total project cost
b. Detailed Expenditure Budget of the Project Components {breakup below is indicative}
i. Capital Expenditure (list component items)
ii. Programme Expenditure (list component items)
iii. Personnel Cost (list component items, if any)
iv. Administrative Expenditure
v. Monitoring Expenditure
vi. Others
vii. Total (i to vi)
c. Expected Grant from CSR donor entity
d. Expected Grant from other Sources
e. Expected Internal Revenue Generation from the project
10. Implementation Timelines and Milestones of the project (please present as Gantt chart or in
tabular format)
11. Project Monitoring and Evaluation Mechanism
12. Impact Assessment Plan
13. Give details of sustainability mechanisms and substantiate the sustainability of this project
14. Define the innovative approach/strategy adopted by the proposed project in addressing the
existing problems/gaps specific to the sector. Substantiate the uniqueness of the proposed
project in comparison to the existing sector specific initiatives
15. Number of beneficiaries proposed (please represent scope in terms of year-wise reach as per
the project)
a. Direct beneficiaries
b. Indirect beneficiaries
16. Indicators for measuring output, with targets
17. The anticipated outcomes (social, economic, cultural and environmental etc.)
18. Mitigation measures for unintended consequences
19. Specific roles and responsibilities of all stakeholders identified for this project
20. Benefits of the project to the CSR donor entity
a. Name of CSR donor entity (if identified)
b. Sector
c. Thematic/Thrust area of CSR funding entity to which project is aligned (if identified)
d. Other benefits to CSR donor entity

N.B.: Soft copy in MS Word format may be emailed to planning-dept@[Link]


~REFERENCE~

Ngo Funding

1. Executive Summary: A brief overview of the project proposal, highlighting the purpose,
objectives, target audience, expected outcomes, and budget.
2. Introduction: An introduction to the organization and its CSR goals and initiatives.
3. Problem Statement: A clear and concise statement of the social or environmental problem
that the project aims to address.
4. Project Objectives: A list of measurable objectives that the project aims to achieve.
5. Project Description: A detailed description of the project, including the methodology,
timeline, and activities.
6. Target Audience: A description of the target audience, including demographics and
geographic location.
7. Expected Outcomes: A description of the expected outcomes and impact of the project.
8. Budget: A detailed budget, including all costs associated with the project.
9. Sustainability Plan: A plan to ensure the sustainability of the project beyond its completion,
including strategies for continued funding and community engagement.

BHEL

Organisational Details:-
1. The project title, its objective and rationale.
2. Aims/ goals, objectives and constitution of organization
3. List of Board Members/Trustees with Qualification & Experience (latest list)
4. Income Tax exemption certificates: 80G/ 35 AC etc. along with certification for validity of the
certificate that the same have not been withdrawn by Department of Revenue/IT
Department, Govt. of India.
5. Certificate of Registration or Trust Deed
6. Registration with Govt. Agencies, if any.
7. Details of financial support received for CSR activities from PSUs/ Govt. Agencies (Name of
the project, funding agency, location, beneficiaries and year of completion).
8. Details of major completed project(s) (refer Annexure-I) in similar area(s) during last 3 years
along with project completion certificates issued from the funding agencies. Please provide
impact assessment report of the same.
9. Details of major ongoing project(s) (refer Annexure-III)
10. Details of major project(s) in planning (refer Annexure-IV)
11. Any awards, accolades, or recognitions
12. Copy of PAN Card
13. FCRA certificate & latest FCRA returns in Form FC-3, if any.
14. Acknowledgement of IT return filed for last three years.
15. Annual reports of last three Financial Years including the following:
a. Auditor's Report
b. Balance Sheet
c. Income & Expenditure Account
Project Details:-
1. The project title, its objective and rationale.
2. Brief of the proposed CSR project to be undertaken by your organization.
3. Justification for need of the project with data on need assessment/ baseline survey report of
the project.
4. Resolution from Gram Panchayat stating the need of the activity Certificate from
Government/ State/ Gram Panchayat authorities that the proposed activity is not being
undertaken or planned to be undertaken by any Govt / Non-Govt. agencies.
5. Proposed geographical coverage, i.e. location where the project is being proposed
6. Description about the total budget outlay of the proposed project, how much support
sought from BHEL, How much agency is putting and if any other parties are also funding then
amount and their scope.
7. Detailed cost estimates with break up (BOQ etc.) with supporting documents like budgetary
quotations, Govt. rates (such as applicable DSR, CGHS etc.) etc. to establish its reasonability
of the cost w.r.t. prevalent market rates ( please provide details of each expenditure head
along with documents supporting rate reasonability)
8. Current status in case ongoing/ partly funded project
9. Expected outcome of the project preferably measureable/ quantifiable. Details of target
beneficiaries in terms of numbers of children, women, SC/STs, OBCs, Minorities etc.
Methodology of the selection of beneficiaries in detail.
10. Modus operandi for implementation of the project along with tentative project execution
schedule with timeline.
11. Process to be followed during implementation showing transparency & cost competiveness.
12. Methodology for Sustainability of the project
13. Details of ownership and usage of land in case of infrastructural development project. Please
provide the copy of clear title and other relevant documents. If it is in local language, please
submit it in Hindi/ English translation duly certified by legal authority. Also provide us the
copy of approved construction map & estimates duly signed by the certified architect.
14. Proposal related NOCs/ approvals/ permissions, if any, from competent authority.
15. Mileage to BHEL in terms of Branding
16. Limitations of the project, if any.

TISS

Organisational Details:-
1. Empanelment with the National CSR Hub
2. Name of the Organization
3. Address:
a. Registered office
b. Field office
4. Status of the Organization: Whether NGO/ Trust/ Society/ Section 8 Company/ Commercial
Establishment/Any other?
5. Status viz. Registration & Income Tax Exemption
6. Year of registration
7. Contact person, designation and contact details
8. Geographical area/s of empanelment
9. Thematic area/s of empanelment
Project proposal details:-
1. Name/ title of Project
2. Project description/ Abstract of the project (in 250 words)
3. Background of Project
a. The issue of concern
b. Methodology of problematizing the concern (evidence of form/type of stakeholder
consultation to understand the concern)
c. Supporting statistics/data and source (mandatory)
4. Location of project (State/ District/ Block)
5. Very briefly state why your organization is best suited to receive funding for implementing
the proposed project
6. Project objectives (SMART-Specific/ Measurable/ Achievable/ Relevant/ Time Bound)
7. Proposed Timelines and milestones of the project (can be presented in a tabular format)
8. Number of beneficiaries proposed (please represent scope in terms of year 1 and year 2
reach as per the project)
a. Direct beneficiaries
b. Indirect beneficiaries
9. Indicators for measuring output
10. The anticipated outcomes (social, economic, cultural and environmental etc)
a. Short term
b. Medium term
c. Long term (here, impact may also be specified)
11. Mitigation measures for unintended consequences
12. Program Strategies/Implementation Mechanisms
13. Program Strategies/Implementation Mechanisms: (please present as Gantt chart based on
intensity of activity against a timeline)
14. Project Monitoring and Evaluation Mechanism
15. Impact Assessment Plan
16. Give details of sustainability mechanisms and substantiate the sustainability of this project
17. Specific roles and responsibilities of all stakeholders identified for this project
18. Define the innovative approach/strategy adopted by the proposed project in addressing the
existing problems/gaps specific to the sector
19. Substantiate the uniqueness of the proposed project in comparison to the existing sector
specific initiatives
20. Financial Information
a. Detailed Budget of the Project with line items
i. Capital Expenditure
ii. Program Expenditure
iii. Personnel Cost
iv. Administrative Expenditure
v. Monitoring Expenditure
vi. Others
b. Loans/Debts already held by the Organisation
c. Projected Cash Flow Statement
d. Statement of Accounting Policies Followed
e. Expected Grant from other Sources (In Rs.)
f. Expected Internal Revenue Generation (In Rs.)
21. Describe the Organisation’s accounting and financial controls and MIS functions. What MIS
and technology expenditures will be needed in the future?
22. SWOT analysis of the proposed project
23. Benefits of the project to the corporate donors
a. Name of corporate donor (if applicable)
b. Sector
c. Thrust area of company

Common questions

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To ensure stakeholder responsibilities are clearly defined, the project should have a comprehensive stakeholder management plan outlining roles and responsibilities, regular communication channels, a dedicated project management team to address concerns, and continuous engagement strategies such as meetings and updates. This clarity reduces conflicts and ensures all stakeholders work harmoniously towards common goals .

A CSR project can ensure sustainability by developing a robust plan that includes continuous community engagement, securing long-term funding partnerships, building capacity among local stakeholders, and integrating the project outcomes into local systems or governance structures. These steps ensure that the project's benefits are maintained and grown even after the initial CSR funding ceases .

An organization can demonstrate suitability for implementing a CSR project by highlighting its past experience and success in similar initiatives, the qualifications and expertise of its board members, existing infrastructure for project execution, proven financial controls, and established relationships with stakeholders and beneficiaries. Additionally, alignment with the goals and values of the CSR donor enhances credibility .

Corporate donors benefit from CSR projects through enhanced brand reputation, improved customer loyalty, and greater employee satisfaction. Engagement in socially responsible projects can also open up new markets, foster positive relationships with governments and communities, and create opportunities for innovation .

A SWOT analysis aids in identifying internal factors (Strengths and Weaknesses) and external factors (Opportunities and Threats) relevant to the project, enabling project planners to strategize effectively by leveraging strengths, addressing weaknesses, capitalizing on opportunities, and mitigating threats. This comprehensive analysis helps in crafting a robust project plan that anticipates challenges and maximizes success potential .

A project's objectives in a CSR funding proposal must be SMART, which stands for Specific, Measurable, Achievable, Relevant, and Time-bound. This approach ensures that the objectives are clear and concrete, facilitating the measurement of outcomes and assessment of project success .

Including a detailed budget with supporting documentation is critical in a CSR project proposal to establish the reasonability of costs relative to prevailing market rates. It ensures transparency, accountability, and trustworthiness, helping the funding entity assess the financial viability and credibility of the project. Documentation such as budgetary quotations or government rate guidelines justifies the requested funding and demonstrates financial prudence .

A needs assessment or baseline survey is critical as it provides concrete data to frame the project's problem statement, guides the design of objectives and activities, ensures that the project aligns with actual community needs, and sets a benchmark for measuring outcomes. It ensures resources are effectively utilized to address the most pressing issues .

Innovative strategies could include leveraging technology for greater impact, creating community-driven solutions to ensure local engagement and sustainability, or utilizing novel partnerships, such as collaborations between public and private sectors, to enhance resource availability and expertise. These strategies should be unique to the sector's existing issues and provide clear differentiation from traditional approaches .

An Impact Assessment Plan outlines the method to evaluate the anticipated outcomes of the project against its objectives. It helps in determining the social, economic, cultural, and environmental impacts, ensuring that the project delivers on its promises and allows for course corrections during the implementation phase. This plan is crucial for transparency and accountability in the use of CSR funds .

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