Some of the Donors have requested your Executive Summary. We sent an email request to those clients that only submitted the RIS and other clients that we knew had changes in their staff or funding requirements, so an updated Executive Summary was necessary.
We've now experienced several questions as to what items are expected in your summary. An outline is provided below:
Beginning of form
In the “Header”, use this formatting on each page:
RECIPIENT (ENTITY) NAME:
PROJECT NAME: PAGE 1 OF ?
(LETTER HEAD ON THE FIRST PAGE ONLY)
EXECUTIVE SUMMARY
Check the below outline of items against your already prepared Executive Summary for inclusion. Disregard Items That Are Not Applicable
1 PROJECT:
One paragraph with description of project’s objective, its location, and its key components.
One paragraph with explanation of why the project is considered humanitarian.
§ EXAMPLES: Health, medical facilities and also R&D. Educational institutions and programs, orphanages. Projects and programs that create jobs and relieve poverty (e.g. agricultural project and micro-financing programs) • Housing, roads, infrastructures, public utilities for water, sewers, power, transportation and communications • Project that contribute to economic development or environmental preservation AND technology, development and R&D.
One paragraph stating actual or expected public and/or government support of your company and its project. Do you have a government or local organization support letter?
2 BACKGROUND
§ Tangible benefits: in terms of number of people benefits (job creation, home creation, number fed, number cured, etc).
§ Intangible benefits in terms of economic, social, cost of living, environmental and/or other improvements.
3 THE RECIPIENT(Entity) NAME
§ Entity Name: Signatory Name • Address • Tel • Fax • Email • Skype; Type of organization (corporation, NGO, individual, government) • Registration place, number, and date of incorporation • Contact Official name and ALL contact coordinates.
§ Management Structure: Number of Board Members, President/CEO, and Key Officers/Staff, as applicable. Number of estimated permanent staff.
§ Project/Program Team: Experienced staff, Consultant(s), Contractor(s) and Legal Counsel.
4 PROJECT DESCRIPTION
§ Operational Concept: Discuss how the project or program would operate, the staff size and disciplines that would be required, and the availability of such skills.
§ Development Approach: Outline objectives; Describe stages of program preparation, execution, and evaluation.
§ Sustainability: Describe safeguard provisions made to insure that the program will continue a successful operation after humanitarian funds are depleted AND a Performa or estimated income analysis.
5 PROJECT SCHEDULE & ESTIMATES
§ Action Plan for Development: General Approach • Business Plan status • Milestones for design, construct, train, start up, as applicable.
6 FINANCIAL REQUIREMENTS
§ Cash Flow:
• Enclose and discuss a project or program cash-flow spread sheet that relate costs and resulting funds disbursement schedule; by first year quarterly, then an annual schedule for a total of three years.
Draw-Down Schedule: Discuss cash flow results for first year quarterly requirements and annual requirements thereafter for a 3 year period.
When using Excel, simply paste a condensed spread sheet into this section. Line items we require and to identify are as follows:
Project Administration 10% | ||||||||||||||
Sub-total | ||||||||||||||
Contingency 15% | ||||||||||||||
Sub-total | ||||||||||||||
TOTAL COSTS | ||||||||||||||
Consulting Fees 3% | ||||||||||||||
TOTAL REQUESTED |
END OF FORM
If your Administration fees are more than 10%, do not exceed 15%. We will submit to potential funding sources, if the amount exceeds our recommendation. We provide you with the standard guide lines, as we understand them to be. All funding source are provided the Cloud 9 Trust standard protocol for submission for each client and their proposed project.
ADDITIONAL INFORMATION:
Number of pages not to exceed 15. 5 to 6 pages are preferred.
- Logo, etc. on the 1st page only
- Brief bios and just the key management staff is sufficient.
- Pictures are not necessary and take too much space.
- For those clients that have developed web pages since your original submission, please notify me so I can include your web address as an addition. Donors are impressed with those that have provided their web sites.
A REMINDER:
Only send the Executive Summary to: cloud9trust@gmail.com
If you re-submit your RIS, please also state "revision" and send to dianabenker@gmail.com
dianabenker@yahoo.com is for correspondence, as well as SKYPE (diana.benker)
- Note the company and project name in the subject line of the email and in the file name.
WE WILL POST AN ACTIVITY REPORT ON FRIDAY AND BRING YOU UP TO DATE REGARDING THE PROSPERITY PROGRAM AND STATUS.
Blessed are those who can give without remembering
And take without forgetting.
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