Request for Proposal (RFP)
Takeda Global CSR Program FY2021

Version: 1.0
Date: 08 January 2021

TABLE OF CONTENTS
1.

ABOUT TAKEDA .................................................................................................................... 3

2.

TAKEDA GLOBAL CORPORATE SOCIAL RESPONSIBILITY (CSR) PROGRAM .................................... 33.

RFP INVITATION ................................................................................................................... 44.

RFP TERMS AND CONDITIONS ................................................................................................ 4

4.1

GENERAL CONDITIONS ......................................................................................................... 4

4.2

CONFIDENTIALITY ................................................................................................................ 4

4.3

RIGHT OF REJECTION ........................................................................................................... 4

4.4

INCURRED COST .................................................................................................................. 45.

FY2021 GLOBAL CSR PROGRAM THEME ................................................................................... 56.

RFP PROCESS ....................................................................................................................... 6

6.1

RFP TIMELINE ...................................................................................................................... 6

6.2

RFP CLARIFICATION REQUESTS ............................................................................................. 6

6.3

TAKEDA DIGITAL CSR DONATION MANAGEMENT SYSTEM REGISTRATION................................... 6

6.4

SUBMIT PROPOSAL ............................................................................................................... 6

6.5

TAKEDA PROPOSAL CLARIFICATION PROCESS ......................................................................... 7

6.6

UNSUCCESSFUL PROPOSALS ................................................................................................. 77.

COMMUNICATION WITH TAKEDA’S GLOBAL CSR PROGRAM ....................................................... 78.

DESCRIPTION OF APPENDICES .............................................................................................. 7

APPENDIX A: GLOBAL CSR PROGRAM PROPOSAL APPLICATION TEMPLATE, WITH GUIDANCE .................. 8
APPENDIX B: SUSTAINABLE DEVELOPMENT GOAL TARGETS .............................................................. 16
APPENDIX C: NOTES ON USE OF GLOBAL CSR PROGRAM FUNDS ....................................................... 18
APPENDIX D: CONSENT LETTER ..................................................................................................... 20

Page 2 of 20

1.

ABOUT TAKEDA
Takeda Pharmaceutical Company Limited is a global, values-based, R&D-driven biopharmaceuticalleader headquartered in Japan, committed to discovering and delivering life-transforming
treatments, guided by our commitment to patients, our people, and the planet. Takeda focuses
its R&D efforts on four therapeutic areas: Oncology, Rare Genetic and Hematology, Neuroscience,and Gastroenterology (GI). We also make targeted R&D investments in Plasma-Derived Therapies
and Vaccines. We are focusing on developing highly innovative medicines that contribute to
making a difference in people's lives by advancing the frontier of new treatment options andleveraging our enhanced collaborative R&D engine and capabilities to create a robust, modalitydiverse pipeline. Our employees are committed to improving quality of life for patients and to
working with our partners in health care in approximately 80 countries.
••

Takeda Corporate Overview:https://www.takeda.com/4ab4a5/siteassets/system/newsroom/corporatematerials/takeda-corporate-overview_english_aug-2020.pdf
Takeda Sustainable Value Report: https://www.takeda.com/corporateresponsibility/sustainable-value-report/

Additional information about Takeda is available through our corporate website, www.takeda.com
2.

TAKEDA GLOBAL CORPORATE SOCIAL RESPONSIBILITY (CSR) PROGRAM
Takeda’s Global CSR strives for better health for people and a brighter future for the world, where
prevention measures are exponentially advanced, the health workforce is empowered, systems
are prepared against emergency shocks, and people are freed from the burden of disease, withreliable access to quality care. Global CSR activities are philanthropic, prioritizing tangible
partnership and a long-term view toward progress, and encouraging innovation beyondcommercial products. We strive to reach all people everywhere, and we are committed toconcrete participation in transformational change. Takeda’s values form the foundation of these
Global CSR principles.
Our signature Global CSR Program, launched in 2016, is executed based on employee voting,with Takeda colleagues around the world choosing which activities receive our long-term support.
We partner with world-class organizations and non-governmental organizations (NGOs) that have
proven track records of addressing global health problems in innovative, sustainable ways. Our
four- to 10-year funding commitments recognize that there are no quick fixes to entrenchedhealth system challenges, and that lasting, sustainable impact takes time. The Global CSR
Program’s annual public request for proposals (first introduced in FY2019) aims to expand thereach of our impact and offer opportunities for organizations across the world to engage.
Employee engagement is an integral part of our Global CSR Program. In addition to our employee
vote, Takeda's Employee Participation Program increases awareness and understanding of thehealth challenges our Global CSR Program partners tackle by enabling employees to connect
directly with implementers and beneficiaries at project sites.
See further details on the Global CSR Program, including current partners and projects:
o Global CSR Program: https://www.takeda.com/corporate-responsibility/global-csrprogram/o Programs in Action: https://www.takeda.com/corporate-responsibility/programs-in-action/o Apply for Funding: https://www.takeda.com/corporate-responsibility/global-csrprogram/apply/o FAQs: https://www.takeda.com/corporate-responsibility/global-csr-program/faq/o Takeda interviews with global health leaders: https://www.takeda.com/corporateresponsibility/leaders-driving-change/

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3.

RFP INVITATION
Thank you for your interest in Takeda’s Global CSR Program Request for Proposal. Takeda invites
you to carefully review this Request for Proposal before submitting a proposal. It is our intent to
run an efficient RFP process. Please reach out to Takeda’s Global CSR Program team (contact
information is included in Section 7) after consulting our FAQs to clarify any questions you may
have.

4.

RFP TERMS AND CONDITIONS

4.1

GENERAL CONDITIONSApplicants for this RFP are hereby advised that nothing herein nor any communication madebetween Takeda or its representatives and applicants of this RFP, or any part thereof, shall betaken as constituting a contract, agreement or representation between Takeda and applicants
and/or any other party (save for a formal award of contract made in writing by Takeda), nor shallit or they be taken as constituting a contract, agreement, or representation that a contract shallbe offered or awarded.
Applicants are hereby advised that Takeda makes no commitment whatsoever that any potential
partner will be selected as a result of this RFP nor any communication and Takeda may
determine, in its sole and absolute discretion, to make any decision or no decision with respect tothis RFP. Takeda reserves the right, in its sole and absolute discretion, to discontinue theselection process, withdraw this RFP at any time or modify the intended scope at any time.
Takeda reserves the right to verify any information contained in the Application and Application
response, and to request additional information after the Application response has been received.
This RFP document has been completed in good faith. Takeda has taken all reasonable care toensure that the facts stated herein are true and accurate in all material respects at this point intime. It should, however, be stressed that the information provided is intended only as apreliminary background explanation of Takeda activities and is not intended to form any
contractual relationship with Takeda. None of Takeda, its financial or legal advisors, nor any of
their representatives, officers, agents, employees or subcontractors make any representation or
warranty, or accepts any responsibility for the information contained in the RFP or its fairness,accuracy, or completeness. Nor shall they be liable for any loss or damage arising as a result of
reliance on such information or any subsequent communications.
Applicants are advised that final approval of an application will be subject to (i) internal approvalby the relevant Takeda stakeholders and (ii) a fully executed donation agreement between
Takeda and the applicant.

4.2

CONFIDENTIALITY
The information contained in this RFP and other written or verbal communication with respect tothis RFP is for proposal purposes only and is not to be used for any other purpose without priorwritten approval of Takeda. Confidential information received by Takeda from applicants in
response to this RFP will be held in strict confidence by Takeda and not disclosed by Takeda to
any third party, other than Takeda’s affiliates and Takeda’s and/or its affiliates’ agents,
consultants, and advisors, without the applicant’s express written consent.

4.3

RIGHT OF REJECTION
Takeda reserves the right to accept or reject any or all responses to this RFP and to enter into
discussions and/or negotiations with one or more qualified organizations at the same time, at its
absolute discretion.

4.4

INCURRED COST
Any cost incurred in the preparation, delivery and associated discussions, presentations or
negotiations are solely the responsibility of the applicant.

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5.

FY2021 GLOBAL CSR PROGRAM THEME
We understand that the best health tools and technologies make an impact at scale whenfunctioning systems exist to support them. Better Health for People is realized when healthsystems are resilient and adaptable, and can reliably deliver accessible, quality health care topeople throughout their lives. A Brighter Future for the World is possible when improvements tohealth systems go beyond filling gaps and short-term outcomes—when health systems cansustainably meet the everyday needs of people and are prepared against emergency shocks.
In keeping with this vision, in FY2021 we invite proposals for four- to 10-year projects that help
strengthen health systems in support of better health for people and a brighter future for theworld. Based on country and community circumstances, and taking into account countries’
national health strategies, we welcome projects designed to address a wide range of healthsystem challenges and opportunities, and we encourage creativity and innovation in proposed
approaches. Global CSR Program support is purely philanthropic; eligible projects do not deliver
any commercial benefits for Takeda or carry any conflict of interest with the company’s businessinterests or activities (see Appendix D).
We do not restrict our contributions to specific intervention or disease areas, populations, or
geographies (apart from ensuring that they do not present a conflict of interest with Takeda’s
business activities), but we do encourage projects that seek to support low-resource settings increative ways and that increase equitable access to health care for people who often experiencemarginalization. We also prioritize projects that help advance diversity, equity, and inclusion, forexample in how implementation partners are selected and by ensuring that activities aredesigned in ways that reduce disparities in service delivery and access to care.
Proposals must be in alignment with one or more of the core building blocks of Health
Systems Strengthening outlined below. Some illustrations are provided, but they are by nomeans exhaustive.
•

Ensuring health service delivery to meet every day needs of people and/or
emergency preparednesso Could include such interventions as: contingency planning for pandemic anddisasters, e.g. action plans, capacity building of human resources•

Developing the health workforce and strengthening health workforce
capabilities
o Could include such interventions as: general training of primary workforce,
e.g., community health workers; specialized training, e.g., midwives•

Access to essential health technologies, including building and strengthening
effective supply chainso Could include such interventions as: building capacity to secure reliable supplyof key health technologies, equipment, and supplies•

Ensuring efficient & impactful use of fundso Could include innovative financing and other models, e.g., results-based
financing•

Strengthening data collection, sharing and analytics, including deploying
digital health solutionso Could include such interventions as: building capacity for disease surveillance;
supporting health census; supporting primary healthcare through AI

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6.

RFP PROCESS

6.1

RFP TIMELINE
Please review the key activities and milestones for this RFP in the table below.
Date/time

Activity/milestone

8 January 2021

• RFP posted on Takeda website• Digital CSR Donation Management System open forregistrations (see section 6.3) and applications• Questions regarding the application may be submitted to
Takeda (see section 6.2)

22 January 2021
11:59pm Japan
Standard Time (JST)

Deadline for clarification questions from potential applicants

2 February 2021

Takeda will respond to questions received through January 22

12 February 2021
11:59pm JST

Deadline to submit proposal applications online through theDigital CSR Donation Management System (RFP closes)

15 February – 3 March
2021

Proposal eligibility verification and initial review by Global CSR
ProgramMarch 2021

Possible proposal clarification calls between Takeda Global CSR
Program team and applicant organizations (if applicable –initiated by Takeda)

End of March 2021

Takeda notifies applicants whose proposals are shortlisted(finalists) for employee vote

Early/mid-April 2021

Takeda notifies applicants of unsuccessful proposals

April – May 2021

Takeda may request additional information from finalists

May – June 2021

Takeda employee voting takes place; votes are counted

Early July 2021

Awardees notified

End of July 2021

Unsuccessful shortlisted applicants notified

July – December 2021

Donation agreements between Takeda and awardees finalized

September 2021

Public announcement of 2021 awardees

Failure to meet any of the above deadlines may result in an exclusion from the RFP process.
Takeda reserves the right to change any timeline, process, or date. In such cases, notification(s)will be posted on Takeda’s website and delivered through our Digital CSR Donation
Management System to registered users.
6.2

RFP CLARIFICATION REQUESTSThis process is the primary mechanism for applicants to obtain answers/clarifications to any
aspects of the RFP and the overall selection process. The process will follow the timeline set forthin section 6.1 (“RFP Timeline”). Questions about the RFP and proposal application are welcome
through 22 January 2021 via email at global_csr_program@takeda.com.

6.3

DIGITAL CSR DONATION MANAGEMENT SYSTEM REGISTRATION
Applicants may register with our donation management system through the link posted on our
Apply for Funding page.
To successfully register/create an account, applicants will be asked to review our privacy noticeand terms of use for the Digital CSR Donation Management System, and then complete a shorteligibility quiz with yes/no answers. Please answer these questions carefully. Upon successful

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completion of the eligibility quiz, applicants will create an organizational profile, includingorganization name, address, tax ID (or equivalent), and legal status, and contact information forthe primary application contact. Once the organizational profile and primary contact information
has been submitted, the registration request is reviewed and approved by a member of our team.
Please note that registration approval can take up to two business days; for thatreason, we strongly recommend beginning the registration process well in advance of
the application deadline. Upon registration approval, applicants may login to the system to fillout and submit application proposals.
6.4

SUBMIT PROPOSALYour proposal must include all requested information (see Appendix A) and be submitted
electronically through Takeda’s Digital CSR Donation Management System. Proposals
will not be accepted via email. Failure to provide requested information may lead to a lower
ranking or immediate disqualification. Proposals must be submitted no later than 12 February
2021, 11:59pm JST. Takeda reserves the right to verify any information contained in the
proposal and to request additional information after the proposal has been received.

6.5

TAKEDA PROPOSAL CLARIFICATION PROCESS
Takeda may contact some applicants with clarification questions about their eligible submitted
proposals between 3 - 17 March 2021.

6.6

UNSUCCESSFUL PROPOSALSIn the event that the proposal is unsuccessful, Takeda shall target to notify the applicant
organization in writing by the end of July 2021. Unsuccessful organizations may request adebriefing session by email, which may be scheduled at Takeda’s discretion and convenience.

7.

COMMUNICATION WITH TAKEDA’S GLOBAL CSR PROGRAM
Takeda is committed to a fair evaluation process. Unless expressly agreed otherwise with
Takeda, organizations are instructed to only communicate through the designated Takeda Global
CSR Program email address: global_csr_program@takeda.com

8.

DESCRIPTION OF APPENDICESThe form, references, policies, and guidelines contained in the Appendices of this document tofurther assist applicants in understanding Takeda’s application process and funding guidelines.
Name

Description

Appendix A: Global CSR Program
Proposal Application Template andGuidance

This details and offers guidance on proposal requirements

Appendix B: Selected Sustainable
Development Goal (SDG) Targets

This outlines the specific SDG Targets among whichapplicants may select to indicate project alignment

Appendix C: Notes on use of
Global CSR Program funds

This provides guidance on cost and budgeting
considerations for the proposal application

Appendix D: Consent letter
regarding Conflict of Interest

This provides an example of an undertaking required byapplicants to confirm projects have no conflict of interest
with Takeda’s commercial and business activities

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APPENDIX A: GLOBAL CSR PROGRAM PROPOSAL APPLICATION TEMPLATEPOTENTIAL APPLICANTS, PLEASE NOTE:● This appendix provides the questions you will be asked to complete as part of your application for
funding in the Digital CSR Donation Management System (see section 6.3 of the RFP document forregistration instructions), and the format and character limit for responses. It also provides
guidance on the information we are seeking and how we define key terms.
● The application form in our system will not contain this extensive guidance; it is provided in this
RFP document to help you prepare responses to enter into the system.
● We strongly recommend preparing responses using this guidance well in advance of attempting tofill out and submit the online application form. You may begin the application, save content, andthen return to the file at a later time before submitting. It is not necessary to fill out theapplication in one sitting.
● All responses must be submitted in English.
● Please note character limits for narrative responses. We have added approximate wordcount limits
to this guidance for your convenience, but keep in mind that our digital system assesses and limits
characters, not words.
GENERAL INFORMATION
•
•
•
•
•
•
•

Project title
Project duration (in years)
Requested amount (in Japanese Yen - JPY)
Organization legal nameLocation
Primary contact [Prepopulated with contact info entered at registration – you will have theoption of adding additional contacts]
Primary signatory [Prepopulated with primary contact info entered at registration – you will havethe option of adding a new or different signatory]

PROPOSAL DETAILS
1. PROPOSAL SUMMARY
1A: Project summary (500 characters max – about 75 words)
Please provide a high-level summary of your proposal, including the challenge you propose toaddress, how (and over how many years) you propose to address it through this project, and theresults you hope to achieve.
1B: Goal statement (175 characters max – about 25 words)
Articulate the overarching goal of your proposed project. This should be a tangible statement ofwhat the project aims to achieve by the time funding concludes.
1C: Challenge/need being addressed (650 characters max – about 100 words)
Briefly describe the specific challenge or need your project addresses, its scope, who is affected,
and how they are affected.
2. PROJECT FOCUS AREAS
2A: Global CSR primary thematic focus area (select one)
Select the primary Global CSR focus area for your project. We understand that project activities
may span several areas, but we ask that you select the focus area that you feel best aligns withyour project activities and goal.
 Health service delivery to meet every day needs of people and/or emergency preparedness
 Developing the health workforce and strengthening health workforce capabilities
 Access to essential health technologies, including building & strengthening effective supply
chains
 Ensuring efficient & impactful use of funds
 Strengthening data collection, sharing and analytics, including deploying digital healthsolutionsPage 8 of 20

2B: Health topic alignment (select all that apply)
Select the relevant intervention areas with which your project aligns.
 Immunization
 Malaria, HIV/AIDS, TB, and other infectious diseases
 Neglected tropical diseases (NTDs)
 Nutrition
 Pandemic disease and other emergencies, including Global COVID-19 response Reproductive, maternal, newborn, and child health (RMNCH)
 Water, sanitation, and hygiene (WASH)
 Other○ If “other”, please describe health topic
3. SUSTAINABLE DEVELOPMENT GOAL ALIGNMENT
Select from our list the relevant United Nations Sustainable Development Goal (SDG) Targets withwhich this project’s objectives and activities align. Select all that apply. See Appendix B for a
description of each Target.
SDG 2: 2.1, 2.2
SDG 3: 3.1, 3.2, 3.3 3.7, 3.8, 3.c, 3.d
SDG 5: 5.5, 5.6, 5.b
SDG 6: 6.2, 6.b
SDG 9: 9.1, 9.a
SDG 13: 13.1
SDG 17: 17.9, 17.15, 17.16, 17.17, 17.19
4. BENEFICIARIES
We would like to learn about who your direct beneficiaries are, and how many will benefit as a resultof Takeda funding exclusively. A direct beneficiary, sometimes called a primary beneficiary, is anindividual who is directly involved with your project and benefits from it — for example, health workers
who participated in your training, students who attend the school you built, or women who received
care or counseling through services provided by the project. Insert a number in each row below thatapplies to your project. Enter “0” for options not relevant to your work. Please ensure there is no
duplication by choosing the most specific option — for example, if one of your beneficiary groups isfemale health workers, please select “health workers.”
Beneficiary list:• Pregnant people and mothers…#• Fathers…#• Newborns (0-28 days) and/or infants (upto 1 year of age)…#• Children (13 months - 5 years of age)…#• Children over 5 years and adolescents(through age 18 years)…#• Community leaders and family elders…#• Community volunteers, including peer
educators…#

Community health workers…#
Qualified health professionals (e.g.,physicians, nurses, and physicians’
assistants)…#• Women (other than described above)…#• Men (other than described above)…#• Health system and/or facility
administrators…#• Supply chain managers…#• Other (please specify)…#••

5. COUNTRIES OF FOCUS
5A: Countries served (where project activities will be implemented)
Countries that benefit or are intended to benefit from this project. This is where the target
population is located and activities are being implemented, not necessarily where all theadministrative work is occurring. Select all countries that apply from list provided.
5B: Countries from which project will be administered/overseen (if different fromabove)Countries (if any) in which work will be performed for this project but that are not intended tobenefit from the project and where no beneficiaries are located (e.g., home office in country X
administers a project that is implemented in country Y). Select all countries that apply from list
provided.

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6. TECHNICAL APPROACH
The section asks you to articulate what your project will do, how you will do it, and what will result.
Your approach must be organized by objective.
Objective 1 (3,375 character max – about 515 words)
Explain one of the key milestone steps toward accomplishing the overarching goal of your projectin one brief sentence, along with the activities associated with the objective, and then the outputs
and outcomes you anticipate as a result. Clearly label your objective, activities, and associatedoutputs and outcomes.
Please note:•
Up to 5 objectives are accepted.
•
Activities should include the specific processes or actions taken by you and your partners toachieve this objective (what you will do, who is participating, and where and when you
anticipate the activity will be taking place). Be sure to include non-financial support/technicalassistance to be provided by this project to government, NGO, and civil society partners(names/type of recipients, description of support/assistance type, intensity, frequency, etc.). If
your project contains training activities (e.g., training health workers), briefly describe youroverall approach to training, such as methodology, frequency, who will do the training, whowill be trained, and any long-term components like peer-to-peer education, mentorship, or
continuing education in between/after training sessions.
•
We define “outputs” as the direct results of an activity; namely, the goods, services, events,
and tangible deliverables directly produced by your activities, as well as numbers reached. We
define “outcomes” as the overarching changes in systems, populations, policies, or behaviors
as a result of your activities (i.e., the effect of your outputs over time). Because definitions ofthese and other impact-related terms vary significantly among funders and the field of social
impact measurement continues to evolve, we do not ask partners to distinguish between thetwo.
•
If your project will be supported by funding from multiple donors, please ensure that theoutputs and outcomes you list are directly connected to the Takeda-funded portion of yourproject exclusively.
•
We appreciate that the framework included in this section represents a set of reasonableprojections and not guarantees. Please note that if your project is selected for funding, you will
be asked to report against this framework twice annually.
Repeat for as many objectives necessary, up to 5.
7. ROLES & RESPONSIBILITIES OF SUB-CONTRACTOR(S) AND SUB-RECIPIENT(S) (1,500
characters max – about 225 words)
Please list (if known) or describe the sub-contractors and sub-recipients of funding involved in the
management and implementation of proposed activities. Explain their roles and responsibilities, yourprevious experience with them, and why you are confident in their ability to support the project.
8. COMMUNICATIONS PLAN (1,500 characters max – about 225 words)
Please share an overview of your communication plan for this project, including type and frequency of
promotion/recognition. We ask partners to set aside a minimum of 5% and maximum of 10% of the
project budget for communications activities, i.e., international and local recognition of the project andits value, impact, and/or approach. This can include, for example, promotion online (website, email, or
social media), publication in academic journals, coverage in media outlets (newspaper, television,
radio), and convening events for/with the global health community.
9. DIVERSITY, EQUITY, AND INCLUSION (825 characters max – about 125 words)
Explain how your project will help advance diversity, equity, and inclusion. Examples include, but are
not limited to, bringing greater equity to partner selection, or by ensuring that activities are designed
in ways that reduce gender-related imbalances in service delivery and access to healthcare. Where
relevant, briefly highlight how your organization is set up and/or operated in a way that fosters
diversity, equity, and inclusion.

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10. MEASURABLE INDICATORS
Clear and measurable indicators are important to us. This section asks you to select and specify
among several high-level, measurable outputs and outcomes you anticipate resulting from the project
as a whole. These results should be attributable exclusively to Takeda funding and should reflect andcomplement your Technical Approach. We appreciate that only some of the indicators in this section
will apply to your project. We also understand that the ones you choose to include in your application
represent a set of reasonable projections -- not guarantees. If your project is selected for funding you
will be asked to report progress toward selected indicators on an annual basis.
Provide a minimum of three to five measurable indicators (or more, if appropriate to your project).
Indicators may be selected from within one, two, or all three sections (A, B, and C) listed below.
A: Reach of high-level results
Insert an appropriate number of direct beneficiaries in each item below that applies to yourproject. Enter “0” for options not relevant to your work. Duplication among categories is
acceptable; if some beneficiaries will receive multiple interventions, count them in eachcategory. Insert numbers for all that apply.
As an outcome of this project, the specified number (projected) of individuals will:
Have new or enhanced access to health care services and support

Insert #Benefit from/receive health care services (e.g., antenatal and postnatalcare, NTD/infectious disease care, integrated care, newborn, infant, andchild health care, reproductive health care)

Insert #Benefit from/receive new/enhanced health care skills and knowledge
training (health workers)

Insert #Benefit from/receive new/enhanced health care skills and knowledge(community members, patients, etc.)

Insert #Benefit from/receive new/enhanced health system administration skills,
knowledge, and/or training

Insert #Benefit from/receive new/enhanced supply chain management skills,
knowledge, and/or training

Insert #Participate in community awareness/education events (as attendees)

Insert #B: Number of products or tools developed, delivered, or provided
Insert a number in each row below the indicator that applies to your project to indicate how
many units, then add a description (up to 500 characters) in the corresponding narrative field,
including how you define one unit. Enter “0” for options not relevant to your work. Insert
numbers and descriptions for all that apply.
Technology provided (e.g., mobile technology, software/information
systems)••

Insert #Description

Health supplies provided (e.g., diagnostic tools and tests, safe injection
supplies, nutritional supplements/packages, reproductive health tools, etc.)••

Insert #Description

Technical resources developed to strengthen health system management,
efficiency, and preparedness (e.g., assessments, training curricula,learning modules, software, strategic plans, operational plans, etc.)••

Insert #Description

C: Change accomplished over time
Include descriptions for all that apply. Descriptions (up to 500 characters) should cover the
specific type of change as relevant to your project, the beneficiary population and location, theduration over which change will occur, the baseline, and the endline/percentage change
projected.

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Measurable increase in health care knowledge or awarenessMeasurable increase in access to health care products or services
Measurable increase in number of health care workers
Measurable improvement in health status
Measurable reduction in stock-out rates
Measurable reduction in wastage/overstock of health supplies/tools
Measurable reduction in substandard and/or falsified health supplies
Measurable increase in health system capacity to handle routine needs,
including endemic issues and challenges
Measurable increase in emergency preparedness

Description
Description
Description
Description
Description
Description
Description
Description
Description

11. ORGANIZATIONAL CAPACITY
A: (1,650 characters max): Describe the lead organization(s) and team’s capability andexperience with building and maintaining effective relationships with key partners, including hostcountry governments and local community members, and overseeing the implementation ofactivities, including competency in financial management and accountability and tracking of
outputs and outcomes.
B: Required documents (uploads): Both text (e.g., Microsoft Word) and .pdf files are accepted.
Please upload the documents listed below (as required by Takeda’s Donation Committee). Notethat your uploaded documents will appear at the bottom of the application form in the “Application
Documents” section.
•

•
•
•
•

1-page management and staffing chart illustrating the composition and structure of
the core project team (not your entire organization), including home office support if
relevant. If your project has a large implementation team (e.g., 50 field officers), statethat you have a team of 50 field officers and summarize their role(s); it is not necessary tolist the name of every field officer. Please ensure that your uploaded document is no
greater than one page.
Governance chart (e.g., list of Board members, Advisory Group members, etc.)
Most recent audited financial statement
By-laws
Articles of incorporation

12. PAST PERFORMANCE (3,050 characters max – about 450 words)
Please share at least one and up to two examples of similar types of projects that your organization
has undertaken in the past, as well as a funder reference contact for each example listed. For eachexample, briefly describe project name, location, overall budget, scale/reach (such as number ofbeneficiaries where relevant), and time period, as well as key entities involved in implementation andtheir roles, project funders, major accomplishments, and how you overcame any major challenges.
Provide the name, title, email address, and telephone number of the individual within the funding
entity who oversaw your project.
13. RISK ASSESSMENT (825 characters max – about 125 words)
Describe barriers and/or risks (for example, unspent or misused funds, political instability, andcurrency fluctuation) to successful achievement of the project, steps you will take to overcome
barriers and mitigate risks, and why you are confident that your organization can achieve the intended
results. Please focus on 1-3 specific key barriers/risk that you believe are particularly critical or
relevant.
14. SUSTAINABILITY (825 characters max – about 125 words)
What actions will your organization and project partners take to ensure that the impact of this projectcontinues after the project ends? Include financial sustainability (e.g., securing other funders) andoperational sustainability (e.g., transitioning project activities to local partners) as appropriate.

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15. TAKEDA EMPLOYEE LEARNING TRIP(S)
Takeda's Employee Participation Program features learning trips for select employees to Global CSR
Program partner sites to help them understand global health challenges and the transformational
effect of the projects they voted to fund. Participants return from learning trips and becomeambassadors for global health. We often bring a small film crew to secure video footage of theexperience and conduct brief interviews with project staff and participants, in partnership with the
Global CSR Program partner. By way of example, learn about a 2020 learning trip to Myanmar here.
Global CSR Program partners are expected to host at least one learning trip over the course of the
project. For each trip, Takeda would provide budget (up to JPY¥4.4 million - roughly US$40,000 - pertrip) on top of other project costs to cover on-the-ground, in-country expenses (excludinginternational travel, accommodation, and food and beverage, which Takeda will cover directly).
Typically, Takeda’s employees visit a project spanning five or more years twice (first during Year 2 andthen again in the second-to-final or final year of the project).
Our goal in asking for a general plan at the application stage is to ensure applicants have consideredlearning trips at the outset and can commit to implementing one or more learning trips within budget
limitations. Please base your plan on the following assumptions for each trip: ten (10) Takeda staff,
three (3) applicant organization staff, and two (2) media crew members. Costs to partners could
include host organization staff time, airport transfers, local transportation, materials and printing,security, etc.
Learning trip plan (1,500 characters max – about 225 words)
Provide a general plan for your Takeda learning trip(s), including number of trips, when you
envision they would take place, and their anticipated focus, taking into account budget limitations
above. Include a contingency consideration in case site visits cannot materialize after planninghas begun due to unanticipated circumstances, safety concerns, or other issues, and how unspent
funds would be reallocated.
16. BUDGET TABLES
Please review notes on use of Takeda Global CSR funds in Appendix C. Plan to organize your projectbudget by year (e.g., Year 1, Year 2, etc.), with the following line items for each year:•
Personnel and benefits•
Sub-contractors and sub-recipients•
Consultation and professional services•
Materials, supplies, and capital equipment•
Travel & accommodation•
Communications plan•
Indirect costs•
Learning trip(s)Note: you will have the option to add additional line items, though we request that you do thissparingly and only in cases where costs do not fit into any of the line items we have provided but
still clearly follow Appendix C guidance.
Please enter budget numbers directly into our system, listing numbers for each line item for each year
into a specific table labeled by year. These tables will autogenerate a multi-year budget table.
Please note that budget numbers must be submitted in Japanese Yen (JPY). We do not accept any
buffer in the budget to account for possible currency fluctuations. The Global CSR Program has no set
funding range or maximum cost base for proposed projects; please share the budget that is
appropriate to efficiently and effectively execute the goal of your project. All solicitations arecompetitive.
17. BUDGET NARRATIVE
Explain how you determined costs for each line item in support of the technical approach you outlined
earlier, including rates, calculation methods, and any other relevant financial context/budgeting
rationale. Please review notes on use of Takeda Global CSR funds in Appendix C.

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•

•

•

•

•
•

•
•

Personnel and benefits (1,650 characters max – about 250 words): Describe how you
estimated the base salary for core team members’ roles (for example, by using the actual
salary of current employees or an estimate based on current employees with similar job
descriptions) and any assumptions that will influence salary or payment (for example, a local
hire in the developing world versus someone who is not). If any government officials will bepart of the project, please clarify that their salaries will be supported by other sources offunding.
Sub-contractors and sub-recipients (1,650 characters max – about 250 words):
Describe how you arrived at the budget dedicated to each of the individual or groups of
subcontractors and sub-recipients described earlier in your application (e.g., the sub-recipient
submitted a budget to you, or you estimated budget based on your experience with similarwork).
Consultation and professional services (1,000 characters max – about 150 words):
List the names (if known) or describe types of consultants you anticipate engaging to support
the project. Describe the cost assumptions used (including estimated number of days anddaily rate), and whether payment is based on an agreed total amount or a per diem/hourly
rate.
Materials, supplies, and capital equipment (1,000 characters max – about 150
words): Provide information about the project’s materials, supplies, and capital equipment
expenditures, including equipment to be purchased and the purpose of the items as they
relate to the project.
Travel & accommodation (1,000 characters max – about 150 words): Explain purpose(i.e., how travel supports the project objectives) and number of trips, who will be traveling,and how you calculated cost for each trip.
Communications plan (1,000 characters max – about 150 words): Explain how you
calculated costs (see section 8 of Appendix A), including for production of publications, social
promotion, and media outreach. If convening one or more events for the global healthcommunity is included in your plan, describe the purpose, location, and number of events,and how you arrived at the budget.
Indirect costs (500 characters max – about 75 words): Explain how you calculated
indirect costs. See Appendix C for Takeda’s indirect cost policy.
Learning trip(s) (500 characters max – about 75 words): Explain number of learning
trips anticipated and how you calculated costs for each. See budget limitations andassumptions in Section 15 of Appendix A.

18. CONSENT LETTER
This section notifies you that you will be asked to sign a consent letter (see copy of letter in Appendix
D of this RFP document) after submission of your application to ensure no conflict of interest. No
action is needed at this stage. Once your application is submitted, then you will receive a prompt fromTakeda to sign this form via DocuSign. Please note that your application cannot move on to the review
stage without this letter.
ACKNOWLEDGEMENTS
19. By submitting this proposal, you are expressly agreeing to the terms and conditions stated in theTerms and Conditions of Application.
 We acknowledge.
20. If your project is selected for funding, you will be asked to report progress on project outputs,
outcomes, and measurable indicators. We ask that you only report progress that is directly
attributable to Takeda funding.
 We acknowledge.
21. Takeda’s Global CSR Program standard installment payment schedule for donations is December of
each project year.
 Yes, we understand and accept this schedule.
 We are unable to accept this schedule.
➔ If unable to accept, provide a clear rationale why your organization cannot accept andwhat schedule you propose.

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22. Global CSR Program funds are issued to projects selected by employees after a donationagreement between Takeda and the funding recipient partner has been signed. As a result,funding will not be issued immediately upon first notification of award.
 We acknowledge that funding will not be issued immediately upon first notification of award.
23. Projects that are awarded and accept Global CSR funding will be required to submit mid-year andannual progress and budget reports each year, as well as a final progress and budget report when
the project concludes, in Takeda’s report format.
 We acknowledge and are prepared to provide this information.
24. Global CSR Program funds are issued directly to the recipient’s bank account in Japanese Yen(JPY). Funds cannot be routed through an alternate intermediary bank and cannot be issued in any
other currency.
 If awarded funding, we are prepared to receive funds in JPY throughout the entirety of the
project duration.
25. Submission of this application indicates that you understand and will participate in a potential
third-party audit of your project, should it receive funding and if a third-party audit is requested.
 We acknowledge and will participate if asked.
26. I certify that, to the best of my knowledge, information and belief, after having made due andcareful enquiries, the information that I have provided as part of my organization’s proposal
application to Takeda is truthful, correct, complete, and not misleading and that - if funding isawarded - my organization will not offer any undue direct or indirect benefit arising from or related
to the monetary contribution obtained as part of any relevant Donation Agreement or the award
thereof to any representative, official, employee, or other agent of the organization or any othergovernmental/ public organizations.
 We confirm and accept.

Press “Save and Close”. You will then be able to submit your application by pressing the“submit” button on the lower righthand side of the page.

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APPENDIX B: Selected SDG Targets
Selected Sustainable Development Goal (SDG) Targets
From https://sdgs.un.org/goals

SDG 2: ZERO HUNGER●●

2.1 - By 2030, end hunger and ensure access by all people, in particular the poor and people invulnerable situations, including infants, to safe, nutritious and sufficient food all year round2.2 - By 2030, end all forms of malnutrition, including achieving, by 2025, the internationallyagreed targets on stunting and wasting in children under 5 years of age, and address thenutritional needs of adolescent girls, pregnant and lactating women and older persons

SDG 3: GOOD HEALTH & WELL-BEING
●
●

●
●

●

●

●

3.1 - By 2030, reduce the global maternal mortality ratio to less than 70 per 100,000 live births
3.2 - By 2030, end preventable deaths of newborns and children under 5 years of age, with allcountries aiming to reduce neonatal mortality to at least as low as 12 per 1,000 live births andunder-5 mortality to at least as low as 25 per 1,000 live births
3.3 - By 2030, end the epidemics of AIDS, tuberculosis, malaria and neglected tropical diseases
and combat hepatitis, water-borne diseases and other communicable diseases
3.7 - By 2030, ensure universal access to sexual and reproductive health-care services, including
for family planning, information and education, and the integration of reproductive health into
national strategies and programs
3.8 - Achieve universal health coverage, including financial risk protection, access to quality
essential health-care services and access to safe, effective, quality and affordable essential
medicines and vaccines for all
3.c - Substantially increase health financing and the recruitment, development, training andretention of the health workforce in developing countries, especially in least developed countries
and small island developing States
3.d - Strengthen the capacity of all countries, in particular developing countries, for early warning,risk reduction and management of national and global health risks

SDG 5: GENDER EQUALITY●●●

5.5 - Ensure women’s full and effective participation and equal opportunities for leadership at alllevels of decision-making in political, economic and public life
5.6 - Ensure universal access to sexual and reproductive health and reproductive rights as agreed
in accordance with the Program of Action of the International Conference on Population andDevelopment and the Beijing Platform for Action and the outcome documents of their review
conferences
5.b - Enhance the use of enabling technology, in particular information and communications
technology, to promote the empowerment of women

SDG 6: CLEAN WATER & SANITATION●●

6.2 - By 2030, achieve access to adequate and equitable sanitation and hygiene for all and end
open defecation, paying special attention to the needs of women and girls and those in vulnerable
situations
6.b - Support and strengthen the participation of local communities in improving water andsanitation management

SDG 9: INDUSTRY, INNOVATION, AND INFRASTRUCTURE●●

9.1 - Develop quality, reliable, sustainable and resilient infrastructure, including regional andtransborder infrastructure, to support economic development and human well-being, with a focus
on affordable and equitable access for all
9.a - Facilitate sustainable and resilient infrastructure development in developing countries
through enhanced financial, technological and technical support to African countries, least
developed countries, landlocked developing countries and small island developing State

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SDG 13: CLIMATE ACTION●

13.1 Strengthen resilience and adaptive capacity to climate-related hazards and natural disasters
in all countries

SDG 17: PARTNERSHIP FOR THE GOALS
●

●
●

●
●

17.9 - Enhance international support for implementing effective and targeted capacity-building indeveloping countries to support national plans to implement all the sustainable development goals,
including through North-South, South-South and triangular cooperation
17.15 - Respect each country’s policy space and leadership to establish and implement policies forpoverty eradication and sustainable development
17.16 - Enhance the global partnership for sustainable development, complemented by multistakeholder partnerships that mobilize and share knowledge, expertise, technology and financial
resources, to support the achievement of the sustainable development goals in all countries, inparticular developing countries
17.17 - Encourage and promote effective public, public-private and civil society partnerships,building on the experience and resourcing strategies of partnerships
17.19 - By 2030, build on existing initiatives to develop measurements of progress on sustainable
development that complement gross domestic product, and support statistical capacity-building indeveloping countries

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APPENDIX C: NOTES ON USE OF TAKEDA GLOBAL CSR FUNDS
Use of Funds: Applicants may only use the Takeda Global CSR funds (the ‘funds’) provided in connection
with an application for the proposed project. The funds may not be used to cover any expenses incurredprior to the application. Takeda reserves the right to withdraw or withhold funding where it wasdetermined, at Takeda’s discretion, inappropriate use of the funds occurred.
Sub-Contractors and Sub-Recipients: “Sub-Contractors and sub-recipients” includes any third party
engaged by the applicant (or by the applicant’s affiliates) to provide services on behalf of the applicant inconnection to this project. Applicants are entitled to engage sub-contractors and sub-recipients, where
necessary, to assist with the implementation and execution of the project. Applicants shall be liable for allacts, performance, and management of the sub-contractors and sub-recipients. Any failure by the subcontractors and sub-recipients to comply with, execute, and complete their responsibilities connected withthe project will constitute a breach of the terms as if committed directly by the Applicant.
Government Officials: Takeda funds may not be used to make any indirect or direct payment to any
government officials.
Anti-Corruption Obligations: Takeda’s policy prohibits the funds from being earmarked to support direct
or grassroots lobbying communications/activities. Applicants will (i) not offer to make, promise, authorize,or accept any payment or giving anything of value, including, but not limited to, bribes, either directly or
indirectly to any public official, regulatory authority or anyone else for the purpose of influencing, inducing
or rewarding any act, omission or decision in order to secure an improper advantage or obtain or retain
business (ii) comply with all applicable anti-corruption and anti-bribery laws and regulations; and not
make any payment to provide any gift to a third party and (iii) not use the funds to directly or indirectly
support activities, make political contributions or to otherwise support attempts to influence legislation.
Equipment: Use of any equipment (whether capital equipment or not) purchased with funds connected tothe project is limited to charitable purposes for the depreciable life of the equipment. For the avoidance of
doubt, this includes, but is not limited to, computers, printers, fax machines, telephones, vehicles, and allother equipment that is to be purchased for use in the project. Expenditure incurred in relation to operate,insure, and maintain critical pieces of equipment can be considered a direct cost of the project. For the
purposes of this section, capital equipment means equipment purchased for the project with a unit costgreater than $US5,000 per item and a useful life greater than one year, regardless of manner which you
capitalize the expense under your own accounting policy. This includes, but is not limited to, vehicles,
laboratory equipment, medical equipment, or certain software packages. Capital equipment which is not
solely used for the project (e.g., vehicles shared between project and non-project) should be clearlyjustified in relation to the proposed activity.
Travel: Use of funds for travel will be governed by Takeda’s travel policy, which supports the lowest
available non-stop routed coach class fare unless one of the following exceptions apply:• Business class is only permitted for international flights where one-way “in-flight” time is longer
than six hours;• If Business class is not available on a segment the Traveler must move to Premium Economy orEconomy class (not First class); and• Economy class for flights with duration of less than six (6) hours of “in-flight” time.
Direct Costs: For the purpose of the application, applicants will be required to provide information
regarding possible Direct Costs. ‘Direct costs’ refers to expenses directly attributable to the project andwould not occur if the project did not exist. These direct costs may include, but are not limited topersonnel and benefits, sub-contractors and sub-recipients, consultation and professional services,materials, supplies and capital equipment, travel & accommodation (including learning trips), and projectrelated communication activities. They may also include, but are not limited to other medical, health, andtechnology equipment, tools, and supplies to be procured and distributed as part of the project. For
example, oxygen, fetal heartrate monitors, infant weighing scales, cell phones, midwifery kits, etc.
Indirect Costs: For the purpose of the application, applicants will be required to provide information
regarding possible Indirect Costs. ‘Indirect costs’ means overhead and administration costs that support
the entire operations of the project and would not have been incurred if the project did not exist. Facilityrelated costs are typically covered by indirect costs; however, in rare cases, facility-related expenses canPage 18 of 20

be included as a direct cost when a partner requires additional building expenses in order to execute theproject (for example, construction of a rural clinic). Sub-contractors and sub-recipients are not subject toindirect cost support from Takeda. Takeda’s Global CSR permits an indirect cost rate of 0% forgovernment agencies and private foundations; up to 10% rate for U.S. universities/community colleges;
and up to 15% for NGOs, multilateral organizations, and universities outside the United States. These
rates are the maximum rates allowed under Takeda’s policy. The lead organization or contractor with anactual indirect cost rate lower than the maximum rate provided above should not increase the funding
request to the maximum allowed; the intent is to sufficiently fund actual costs only.
Learning trips: Takeda provides budget for employee learning trips (Section 15 of Appendix A) to
program partner sites (up to JPY¥4.4 million (approximately US$40,000) per trip) separate from project
implementation costs to cover on-the-ground, in-country expenses (excluding international travel,
accommodation, and food and beverage, which Takeda will cover directly).
Local Compliance: Agree to comply with all applicable laws, regulations, and rules of each jurisdiction
where the project is undertaken.

APPENDIX D: CONSENT LETTER

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Organization Undertaking and Consent
1.

Takeda is committed, during both the selection and the implementation phases of any Takeda
CSR Program, to avoid and prevent an actual, potential or perceived situation (“Conflict ofInterest”) arising in which funding under the relevant Global CSR Program could be used tohelp, either directly or indirectly, procure or sell Takeda’s or any of its affiliates’ products into
the market, to increase market access/ share for such products in any country.

2.

[INSERT APPLICANT ORGANIZATION NAME] (the “Organization”) recognizes and declares that
Takeda will invest time and other resources in discussing the possibility of awarding Takeda
Global CSR funding to the Organization, and that this constitutes good, valuable and sufficientconsideration for the obligations the Organization undertakes under this Undertaking andConsent.

3.

The Organization hereby acknowledges and undertakes to support Takeda’s commitment as
described in clause 1 above during the remainder of the selection process and, if Takeda Global
CSR funding is to be awarded to the Organization, until the provisions of the relevant monetary
donation agreement (the “Agreement”) have become binding and effective as between theparties (the “Agreement Effective Date”).

4.

In particular, the Organization undertakes and guarantees that it has no intention to, and it will
not, during the selection process and, if Takeda Global CSR funding is to be awarded to theOrganization, before the Agreement Effective Date:(a)seek or allow:(i) any commercial interaction with Takeda or any of its affiliates; or(ii) the direct or indirect involvement of any current or former employee, director,
contractor or any other agent of Takeda, or of any of Takeda’s affiliates (collectively
and individually, “Takeda Personnel”), in any decision or activity of the Organization ifsuch involvement could give rise to an actual, potential or perceived agreement,
between the Organization and Takeda or any Takeda Personnel, to further thecommercial business interest of Takeda or any of its affiliates; and(b)

without limiting the generality of Clause 4(a), request, encourage or allow any Takeda
Personnel:(i) to be nominated, or given any power to act, as a member of the Organization’s board,
or of any of its strategy, advisory, executive and/or technical committee(s) and/or
working group(s);(ii) to communicate on the Organization’s behalf; or(iii) to participate, other than through advice duly given by and on behalf of the Takeda
Global CSR Team, in the preparation, submission or implementation of any Takeda
Global CSR Program proposal by the Organization.

5.

If any actual, potential or perceived Conflict of Interest is identified by the Takeda Global CSR
Team or the Organization at any time before the Agreement Effective Date:(a)the relevant party will notify the other in writing of the specific circumstances giving rise tosuch actual, potential or perceived Conflict of Interest without delay and, in any event,within 5 (five) business days of becoming aware of it;(b)

if the Takeda Global CSR Team, at its entire discretion, is of the opinion that this Conflictof Interest cannot be satisfactorily mitigated, then the Organization acknowledges andagrees that the Takeda Global CSR Team is entitled immediately to terminate any Takeda
CSR funding discussions with the Organization.

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