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Apply for Funding: Takeda Global CSR Program Process


STEP 1. Applicants

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Proposal Submission

A call for proposal (RFP) is finalized and posted on the Takeda global website. The RFP includes guidance on thematic priorities, eligibility criteria, technical approach and budget templates, and other relevant guidelines.  Applicants have a specific timeframe for Q&A until final proposals are submitted.  All proposals must be submitted in English through the Digital CSR Donation Management System


STEP 2. Takeda Global CSR Team

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Initial Screening and Technical Review

All received proposals are initially screened for completeness (e.g., meeting all the requirements of the application forms, including uploaded and signed documents such as the signed consent form confirming acknowledgement about avoidance of potential conflict of interest, as described in the RFP document).  If the proposal does not pass the initial screen, the proposal is not considered for further technical review.

 
The resulting pool of proposals undergo technical and financial evaluation by the Takeda CSR Application Review Committee.  Proposals are reviewed against the following criteria:
 

FY2022 Evaluation Criteria​​

Weight

Responsiveness to RFP guidance and alignment with Global CSR Program theme

10%​​

Compelling reason to fund

(e.g., meaningful difference project makes, unique capabilities and experiences of applicant org and its partners, creativity/innovation of approach)

10%​​

Approach (e.g., clarity of technical approach; measurable and achievable outcomes linked to projected impact; appropriateness of staffing, leadership; confidence in project’s ability to meet its objectives; understanding of challenges being addressed and needs of the community)

30%​​

Equity impact (e.g., are activities designed in ways that reduce disparities, draw on local expertise and leadership, and demonstrate an understanding of equity issues in relation to the populations they are seeking to serve) 

15%​​

Sustainable impact (e.g., engagement of local partners, transition of ownership, lasting results)

10%​​

Clear and credible allocation of resources

25%​​


Proposals are scored and ranked accordingly.


STEP 3. Applicants

Final Review

A finalist set of qualifying applicants are identified. Some may be invited to interview virtually with the Takeda Global CSR Team to further assess the quality of the proposal, clarify expected outputs and outcomes, and budget details as appropriate, confirm expectations for Employee Learning Trips, and recommend appropriate modifications accordingly.  Finalist applicants are then invited to submit a summary slide in support of the Employee Vote process.


STEP 4. Takeda Employees

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Employee Vote

After the CSR Application Review Committee has conducted Takeda’s rigorous technical review, qualified summary slides of shortlisted applications are uploaded to the Takeda Intranet and made available in all of Takeda’s major company languages.  Employees are also educated about shortlisted project proposals through internal townhalls and have access to the full applications.  All of Takeda’s employees cast their votes based on their review of this information.


STEP 5. Takeda Global CSR Team and Applicants

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Award Notification and Donation Agreement

Takeda notifies finalists selected by the Employee Vote of their selection status by email in July of the application year.  Applicants are required to enter into a donation agreement with Takeda, no later than six months from award notification.  Applicants must confirm the designated project manager and/or project director.  This designated individual will be responsible for the performance of the project.  This representative will serve as the main point of contact with Takeda and will be responsible for all discussions with Takeda.


STEP 6. Awardees

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Monitoring and Evaluation

The awardees are responsible for tracking and reporting on project progress in close alignment with the goal, objectives, and projections articulated in the application, and keeping the Takeda Global CSR Team informed. Awardees do this through submission of periodic reports using Takeda’s progress report templates submitted through our Digital CSR Donation Management System.  Takeda is responsible for monitoring the performance of the award and working to understand key learnings—through conversations with the awardee, review of progress reports, and Learning Trip site visits.