Request for Proposals (RFP)
Takeda Global CSR Program FY2024

Version: 1.0
Date: 11 October 2023

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 ...................................................................................................................... 5

4.3

RIGHT OF REJECTION ................................................................................................................. 5

4.4

INCURRED COST ........................................................................................................................ 55.

FY2024 GLOBAL CSR PROGRAM THEME ................................................................................... 56.

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

6.1

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

6.2

RFP CLARIFICATION REQUESTS ................................................................................................. 7

6.3

DIGITAL CSR DONATION MANAGEMENT SYSTEM REGISTRATION ........................................... 8

6.4

SUBMIT PROPOSAL.................................................................................................................... 8

6.5

TAKEDA PROPOSAL CLARIFICATION PROCESS .......................................................................... 8

6.6

UNSUCCESSFUL PROPOSALS ..................................................................................................... 87.

COMMUNICATION WITH TAKEDA’S GLOBAL CSR PROGRAM................................................... 88.

DESCRIPTION OF APPENDICES .................................................................................................. 9
APPENDIX A: GLOBAL CSR PROGRAM PROPOSAL APPLICATION TEMPLATE & GUIDANCE ... 10
APPENDIX B: SELECTED SUSTAINABLE DEVELOPMENT GOAL (SDG) TARGETS ...................... 26
APPENDIX C: GUIDANCE ON DELINEATING ANTICIPATED RESULTS ....................................... 29
APPENDIX D: GUIDANCE ON USE OF GLOBAL CSR PROGRAM FUNDS ................................... 31
APPENDIX E: CONSENT LETTER ............................................................................................... 35

1.

ABOUT TAKEDA
Takeda is focused on creating better health for people and a brighter future for the world. We
aim to discover and deliver life-transforming treatments in our core therapeutic and businessareas, including gastrointestinal and inflammation, rare diseases, plasma-derived therapies,
oncology, neuroscience and vaccines. Together with our partners, we aim to improve thepatient experience and advance a new frontier of treatment options through our dynamic anddiverse pipeline. As a leading values-based, R&D-driven biopharmaceutical company
headquartered in Japan, we are guided by our commitment to patients, our people and theplanet. Our employees in approximately 80 countries and regions are driven by our purpose
and are grounded in the values that have defined us for more than two centuries. Additional
information about Takeda is available through our corporate website, www.takeda.com.

2.

TAKEDA GLOBAL CORPORATE SOCIAL RESPONSIBILITY (CSR) PROGRAM
Takeda’s Global Corporate Social Responsibility (CSR) envisions a world where all people haveaccess to quality healthcare and can enjoy healthy lives – where no one is left behind.
Our heritage of over 240 years has taught us that creating sustainable positive impact not only
takes time but also requires us to constantly adapt and look to the future. With this in mind,
we adopt a long-term perspective and contribute to strengthening resilient, sustainable andresponsive health systems that can deliver better health outcomes both routinely and in timesof crisis. Furthermore, our Global CSR Program prioritizes innovative and scalable solutions thatempower marginalized groups in low- and middle-income countries. We also emphasize
national/local ownership in supporting health systems strengthening and improving access toquality health care, including community-based services. The Global CSR Program’s annual
public request for proposals (RFP) expands the reach of our impact and offers opportunities for
non-profit organizations across the world to engage in 4- to 10-year partnerships.
Takeda’s workforce is a vital part of the annual decision-making process. Purpose-led
employees with diverse backgrounds from different geographies participate in the shortlistingof proposals according to the criteria outlined on our website. All employees, more than 50,000
around the world, are empowered through a company-wide employee vote to decide the
Global CSR Program partnerships among finalists. Furthermore, our employee participation
program provides opportunities for employees to experience the impact of our partnerships
and deepen an understanding of global health challenges.
See further details on the Global CSR Program, including current partnerships:• Global CSR Program: https://www.takeda.com/about/corporateresponsibility/corporate-giving/• Apply for Funding: https://www.takeda.com/about/corporate-responsibility/funding/3

3.

RFP INVITATION
Takeda invites non-profit 501(c)(3) organizations, tax-exempt public and private foundations
and charities, publicly registered organizations equivalent to a 501(c)(3) organization in the
U.S., public-private partnerships whose primary applicant organization aligns with theorganization types listed here, and intergovernmental organizations to submit proposals.
Please carefully review this RFP before submitting. Evaluation criteria are posted on our Apply
for Funding webpage.

4.

RFP TERMS AND CONDITIONS

4.1

GENERAL CONDITIONSApplicants (the “Applicant”) for this Request for Proposal (the “Application”) are hereby
advised that nothing herein nor any communication made between Takeda or its
representatives and the Applicant, or any part thereof, shall be taken as constituting acontract, agreement or representation between Takeda and the Applicant and/or any otherparty (save for a formal donation agreement made in writing by Takeda), nor shall it or they
be taken as constituting a representation that a contract or donation agreement shall beoffered or awarded. The Applicant is hereby advised that Takeda makes no commitment
whatsoever that any potential partner will be selected as a result of the Application. Takeda
makes no commitments, implied or otherwise, that this process will result in a donationtransaction with one or more parties and modify the intended scope at any time.
Takeda reserves the right to verify any information contained and submitted in the Application
and Applicant’s response, and to request additional information after the Application has been
submitted.
The Application and RFP document have been published in good faith. Takeda has taken all
reasonable care to ensure that the facts stated herein are true and accurate in all material
respects at this point in time. It should, however, be stressed that the information provided isintended only as a preliminary 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, consultants, or
subcontractors make any representation or warranty, or accepts any responsibility for the
information contained in the Application and RFP or its fairness, accuracy, or completeness.
Takeda shall not be liable for any loss or damage arising as a result of reliance on suchinformation or any subsequent communications.
The Applicant is advised that final approval of an Application will be subject to (i) internal
approval by the relevant Takeda stakeholders and (ii) a fully executed donation agreement
between Takeda and the Applicant.
4

4.2

CONFIDENTIALITY
The information contained in the Application and RFP document and other written or verbal
communication with respect to the Application and RFP document are for proposal purposes
only and should be held in strict confidence by Applicant and not disclosed to any third party
and is not to be used for any other purpose without prior written approval of Takeda.
Confidential information received by Takeda from Applicant in response to this RFP will beheld 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 Application 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 during the RFP and Application process are solely the responsibility of the
Applicant.

5.

FY2024 GLOBAL CSR PROGRAM THEME: ENABLING RESILIENT HEALTH SYSTEMS
Health, equity and the environment are inextricably linked. Issues linked to disruption, such as
climate change, political conflict or migration disproportionately impact those in low-resource
settings. Additionally, systemic and institutional inequities and biases are often embedded in
traditional approaches to healthcare education, training and planning. In FY2024, we invite
proposals for 4- to 10-year projects that center sustainability and equity in initiatives to support
resilient health systems. Proposals should focus on one of the two specific proposal tracks
below. Each of these provides a unique lens through which projects should be framed.
Additionally, proposals should lean into relevant country and community circumstances. Some
examples are provided, but they are not exhaustive.
Proposal Tracks
Resilient Infrastructure: This track focuses on ways to strengthen physical and operational
infrastructure to anticipate and prepare for disruptions stemming from climate change,
geopolitical issues and other elements of change to ultimately improve healthcare delivery.
Examples include but are not limited to:• Innovations in delivery models for hard-to-service populations that can adapt tochanging circumstances• Advancements in health equity, such as improving quality data collection, monitoringand evaluation tools with the goal of gaining insights that help us recognize and

5

•

•

address the needs of marginalized individuals, communities and intergenerational
households
Initiatives at the intersection of health and environment such as improving theclimate resiliency of health infrastructure, investing in sustainable medical supplies
and waste management and mitigating health-related effects of climate change
Enhancing disaster preparedness and response, including fortifying health facilities
by establishing emergency power sources and providing training to healthcare
providers for efficient disaster response

Resilient Communities: In an interdependent world, human connection and support isincredibly important. Proposals in this track focus on strengthening local knowledge andsupport and building capacity to continue to combat systemic disparities and biases. Examples
include but are not limited to:• Workforce development programs for healthcare workers, focused on educational
access for underserved communities• Community programs that promote health literacy and provide culturally competent
information, such as training in health equity advocacy for community leaders or
education on social determinants of health and their impact on well-being• Implementing collaborative care models bringing together healthcare professionals,
caregivers and patients in care planning and decision-making• Empowering marginalized communities to actively participate in disaster mitigation
planning, such as through inclusive workshops and community-driven action plans
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 settingsin creative ways and that increase equitable access to health care for people who often
experience marginalization. We prioritize projects across all tracks that help advance diversity,
equity, and inclusion, for example, in how implementation partners are selected, the ways inwhich local stakeholders are empowered and engaged, and by ensuring that activities aredesigned in ways that reduce disparities in service delivery and access to care.
6.

RFP PROCESS

6.1

RFP TIMELINE
Please review the key activities and milestones for this RFP in the table below.
Date/time
11 October 2023

Activity/milestone
RFP posted on Takeda website; Digital CSR Donation
Management System open for new applications; Questions may
be submitted to Takeda (see section 6.2)
6

17 October 2023
09:30pm Japan
Standard Time (JST)RFP Webinar; Registration available in Digital CSR Donation
Management System

18 October 2023
11:59pm JST

Deadline for submission of clarification questions from potential
applicants to Takeda Global CSR Program

1 November 2023

Date by which Takeda will respond to clarification questions
received until the deadline above

17 November 2023
11:59pm JST

Deadline to submit applications online through the Digital CSR
Donation Management System (**RFP closes 11:59pm JST**)

End of November –Proposal eligibility verification and review by Global CSR
Application Review Committee

December 2023
January – End of
March 2024

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

March-April 2024

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

April 2024

Takeda notifies applicants of unsuccessful proposals

April – May 2024

Takeda may request additional information from finalists

May – June 2024
July 2024

Takeda employee voting takes place; votes are counted
Awardees notified
Unsuccessful shortlisted applicants notified

July – September

2024

Donation agreements between Takeda and awardees finalized
and signed

September 2024

Public announcement of 2024 awardees

December 2024

Year 1 disbursement to 2024 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 our Digital CSR Donation Management System,
accessible to registered users.
6.2

RFP CLARIFICATION REQUESTSThis process is the primary mechanism for applicants to obtain answers/clarifications to any
aspect of the RFP and overall selection process. The process will follow the timeline set forthin section 6.1 (“RFP Timeline”). Questions about the RFP and application are welcome through18 October 2023, 11:59pm JST via email to global_csr_program@takeda.com. Questions
received, and Global CSR’s responses, will be posted in the ‘Responses to Applicant Questions’page in our Digital CSR Donation Management System.
7

6.3

DIGITAL CSR DONATION MANAGEMENT SYSTEM REGISTRATION
To start the application process, applicants must register and create an account in Takeda’s
Digital CSR Donation Management System: https://tpccsr.fluxx.io/user_sessions/new. To
successfully register/create an account, applicants will be asked to review our privacy noticeand terms of use for the CSR Donation Management System, and then complete a shorteligibility quiz with yes/no answers. Please answer these questions carefully. Upon successful
completion of the eligibility quiz, applicants will create an organizational profile, includingorganization legal name, registered address, tax ID (or equivalent), and legal status, andcontact information for the primary application contact. Once the organizational profile andprimary contact information has been submitted, the registration request is reviewed andapproved by a member of our team. More than one person may register per organization.
Registration approval can take several business days; we strongly recommend beginning theregistration process well in advance of the application deadline. Upon registration approval,
applicants may login to the system to fill out 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 only. Proposals will
not be accepted via email. Failure to provide the requested information may lead to a lower
ranking or immediate disqualification. Proposals must be submitted no later than 17
November 2023, 11:59pm JST. The digital system will only accept submissions until this time.
Please submit your application well in advance of this time to account for variances in clock
settings on various devices and in the event that you encounter any technical problem andneed Global CSR support. 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 to request additional information or ask for clarification
about their eligible submitted proposals between January – end of March 2024.

6.6

UNSUCCESSFUL PROPOSALSIn the event that the proposal is not shortlisted, Takeda shall target to notify the applicant
organization in writing in April 2024. Takeda shall target to notify shortlisted organizations
whose projects are not awarded in July 2024.

7.

COMMUNICATION WITH TAKEDA’S GLOBAL CSR PROGRAM
Takeda is committed to a fair evaluation process. Contact Takeda’s Global CSR Program teamwith questions after consulting the guidance in this document, the FAQs on our website, andthe Responses to Applicant Questions within our Donation Management System to clarify anyquestions you may have. Unless expressly agreed otherwise with Takeda, submit questions
only through global_csr_program@takeda.com.
88.

DESCRIPTION OF APPENDICESThe form, references, policies, and guidelines contained in the Appendices of this document
to further assist applicants in understanding Takeda’s application process and funding
guidelines.
Name
Appendix A: Global CSR Program
Proposal Application Template &Guidance
Appendix B: Selected Sustainable
Development Goal (SDG) Targets

Description
Provides guidance on proposal requirements

Appendix C: Guidance on
Delineating Anticipated Results

Provides guidance for describing anticipatedoutputs and outcomes within Project Approachsection of proposal
Provides guidance on cost and budgeting
considerations for the proposal application

Appendix D: Notes on use of
Global CSR Program funds
Appendix E: Consent letter

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

Provides an example of an undertaking required byapplicants to confirm projects have no conflict ofinterest with Takeda’s business activities

9

APPENDIX A: PROPOSAL APPLICATION TEMPLATE & GUIDANCEAPPLICANTS, PLEASE NOTE:This appendix provides guidance on how to answer the questions you will be asked to completein our online system as part of your application for funding. This guidance does not appear
comprehensively online and is essential to ensure you provide the information we need toconsider your application. If you do not follow this guidance, it may cause delays that could
interfere with review of your application. We recommend preparing your application
content side-by-side with this appendix before you fill out and submit the online applicationform.
All responses must be submitted in English. Please note character limits for narrative
responses; you will not be able to exceed those limits when you enter your answers online.
SECTION 1: GENERAL INFORMATION
•
•
•
•
•
•
•
•

•

Project Title (Use a descriptive title that conveys the goal and innovation of your project)
Duration in Years
Total Amount Requested (Total amount requested in Japanese Yen (JPY))
Organization Name
Organization Legal Name (Legal organization name only; do not use DBA name)
Organization Legal Address
Organization Website
Primary Contact (This individual will receive alerts from our system and communicationfrom Takeda throughout the RFP process. If you don’t see the name of your primarycontact in the dropdown menu, choose “Add New” and follow the prompts.)
Primary Signatory (This individual will be the signatory for the Consent Letter in Appendix
E for shortlisted projects and the Donation Agreement of awarded projects. If you don’t
see the name of your primary signatory in the dropdown menu, choose “Add New” andfollow the prompts.)

SECTION 2: PROPOSAL SUMMARY
Proposal Track (select one)
Review the track descriptions in Section 5 of the RFP document and select the track that best
fits your project. Your project may span both tracks; please choose the track that most closelyaligns with your activities and goals.
• Resilient Communities• Resilient Infrastructure

10Focus Areas (select only those that clearly apply)
Select all health topics from the list below with which your project aligns.
• Climate change• Mental health• Emergency preparedness,• Neglected tropical diseases (NTDs)
response, and resilience, including • Nutrition
pandemics, conflict, disaster, etc. • Sexual, reproductive, maternal, newborn, and• Immunization
child health (SRMNCH)• Infectious diseases• Water, sanitation, and hygiene (WASH)• Other (If “other,” please describe)
Project Summary (1,000 characters max – ~175 words)
Please provide a high-level summary of your proposal, including:• The challenge you propose to address and how you propose to address it through thisproject.
• The goal you hope to achieve. This should be a brief statement that describes tangible
outcomes directly connected to the work.
• A clear connection between proposed work and the proposal track you selected above.
Challenge/Issue Addressed (1,300 characters max – ~200 words)
Describe the specific challenge or need your project addresses, including who is affected, how
they are affected, and the population size or geographic scope affected. Briefly summarize
relevant existing evidence to support your statement.
Impact on Health Systems (500 characters max – ~75 words)
Explain the specific ways one or more health systems will be stronger as a direct result of yourproject.
Differentiating Factor (500 characters max – ~75 words)
What differentiates your approach from existing work in your field of focus? What elements
are especially innovative or creative? If your approach (or similar) has been implemented by
you or others in different settings, briefly note that and explain why your project brings added
value.
SECTION 3: ALIGNMENT WITH SUSTAINABLE DEVELOPMENT GOAL TARGETS
Takeda Global CSR tracks the contributions of approved proposals against the United Nations
Sustainable Development Goal Targets listed below. Please select all that apply to this project.
See Appendix B for a description of each Target. Options include: 2.1, 2.2, 3.1, 3.2, 3.3 3.7, 3.8,
3.9, 3.c, 3.d, 5.1, 5.2, 5.3, 5.5, 5.6, 5.b, 6.1, 6.2, 6.3, 6.a, 6.b, 9.1, 9.a, 9.c, 11.7, 11.b, 11.c, 12.4,
12.5, 12.7, 13.1, 13.3, 14.1, 15.9, 17.9, 17.15, 17.16, 17.17, 17.19
11

SECTION 4: DIRECT BENEFICIARIES
Beneficiary projections: For each category below, enter the number of individuals you
anticipate will directly benefit from the proposed work over the project period and as a resultof Takeda funding exclusively. Enter “0” for any categories that are not relevant to your work.
Do not include a beneficiary group in more than one category. The sum of all categories
should be equal to the total number of beneficiaries you enter at the top of the list. If abeneficiary group crosses multiple categories, choose the most specific option. For example,
if one of your beneficiary groups is “female community health workers,” please enter that
number under “community health workers” and do not include it under “women.” A direct
beneficiary is a person directly involved with your project and benefits from, and participatesin, it; for example, health workers who participated in your training, students who attend theschool you built, or individuals who received care or counseling. Do not include indirect
beneficiaries in your projections. If this proposal is awarded, you will be asked to share
progress toward these estimates in mid-year and annual reports to Takeda.
Total direct beneficiaries (the sum of the numbers inserted below):
Direct beneficiary category estimates (enter # next to each category as appropriate):• Pregnant people and mothers• Community health workers• Fathers• Health system and/or facility administrators• Newborns (0-28 days) and/or infants• Qualified health professionals (e.g.,(up to 1 year)
physicians, nurses, and physicians’
assistants)• Children (13 months-5 years)• Children over 5 years and adolescents • Supply chain managers(through age 18 years)• Women (other than described above)• Community leaders and family elders • Men (other than described above)• Community volunteers, including peer • Other (please describe)
educators
Beneficiary explanation (750 characters max – ~115 words)
Provide context for the numbers above that will help Takeda understand your impact
estimates (e.g., share how the numbers are calculated or provide additional detail about who
will be reached).
Beneficiary journey (750 characters max – ~115 words)
Provide a very brief story of how one direct beneficiary’s daily experience might change (if the
project is new) or has changed (if the approach has been piloted in the past) as a result of the
project.
12

SECTION 5: GEOGRAPHIC SCOPE & CONTEXTCountries of focus (where project activities will be implemented)
Select all countries where activities are being implemented and where one or more of yourdirect beneficiary groups is located.
Rationale for countries of focus (750 characters max – ~115 words)
Briefly explain why you are focusing on the country or countries selected above. Your answer
might address health burden, population-specific needs or strengths, weaknesses or strengths
in country infrastructure, or other contextual factors that led to your selection.
Presence in countries of focus (750 characters max – ~115 words)
Briefly explain your organization’s current established presence in countries of focus. For eachcountry, list your existing registered organizational status, briefly note projects you are already
implementing there, and summarize MOUs or partnerships with local or national
governments.
Country-specific context for implementation (750 characters max – ~115 words)
If the project will be active in more than one country, tell us how the context for
implementation differs across countries or regions. For example: Does one country have alonger history of collaboration with nongovernmental organizations? Are there cultural orother differences that will require you to design country-specific approaches?
Countries from which project will be administered/overseen
Select all countries where you have offices from which your project will be administered. Thisshould include countries where only administration will occur and countries where bothadministration and implementation will take place. (This list may overlap with your list of“countries served.”)SECTION 6: BRINGING IMPACT TO SCALE
Do you anticipate adoption of your project’s unique approach or tool into relevant national
plans, policies, or strategies during the project period or within the 3 years immediately
following? If so, explain how. (500 characters max — ~75 words)
Has your project already engaged with local, national, and/or regional leaders to work
towards replicating and scaling your unique approach or tool? If so, explain how (e.g., throughintegration into a national action plan and budget). (500 characters max — ~75 words)
Do you have, or will you develop as part of this project, a plan to replicate and scale theproject approach to countries or regions beyond the scope of this project? If so, explain how.
(500 characters max — ~75 words)
13

SECTION 7: PROJECT APPROACH
Project Plan
The section asks you to articulate what your project will do, how you will do it, and what will
result. Your approach should be organized into objectives, activities, and results. We shouldbe able to clearly see how your objectives, taken together, will allow you to achieve the goal
you described at the beginning of this proposal. We will accept up to five objectives. We
understand that the framework included in this section represents a set of reasonableprojections and plans rather than absolute guarantees. If your project is selected for funding,
you will be asked to report against this framework in mid-year and annual reports to Takeda.
Objective (250 characters maximum - ~40 words)
In one sentence, share one of the key milestones that is necessary to accomplish thegoal you described at the beginning of this proposal. This objective should be timebound, specific, and actionable.
Activities (2,000 characters max – ~300 words)
Describe the specific processes or actions that you and your partners will take toachieve this objective: what you will do, who will participate, and where and when you
anticipate the activity will take place. Each activity description should include thefollowing:• Numbering by objective and activity (i.e. activity 1.1, activity 1.2 etc.)• A very short descriptive title• A clear and concrete description of the activity and how you will approach it• Who will implement the activity and who will participate in or benefit from it• The high-level timeline for the activity: duration, frequency, and sequence relative
to other project work (e.g., Activity 1.1 will be implemented in year 1 and scaled
up under activity 1.2)
For example, if the project will provide training to health workers, tell us the subject
and purpose of the training, the training methodology, and who will do the training andwho will be trained.
When describing activities that involve providing non-financial support or technicalassistance, including any support provided by or to government, nongovernmentalorganization, and civil society partners, provide both the names of the recipients andthe type of assistance offered.
Anticipated Results (1,000 characters max – ~150 words)
Describe the concrete results of these activities. Include specific outputs and outcomes,
both of which require clear indicators and targets. Please follow the guidance inAppendix C to ensure that your response meets the requirements for this question.
14

Approach to Measurement and Learning (825 characters max – ~125 words)
Describe how you will monitor and evaluate progress toward your anticipated results, bothover the course and at the end of the project. For example: What existing baseline and endline
data sources already exist that you will draw upon? Will you conduct baseline and endline
studies (as well as mid-line if appropriate)? Will tracking and assessment of outputs andoutcomes be done by your core project team or by a subcontractor or consultant?
Demonstrated Demand from Local Stakeholders (825 characters max – ~125 words)
Have local and/or national government and community leaders and members demonstrated
interest in your organization’s leadership and project – yes or no?
• If your response is “yes,” elaborate. For example, are MOUs in place, have national/local
government and community members proactively sought your expertise andengagement to the specific challenge, and/or have national/local leaders demonstrated
interest in including the model/approach of your project into their strategy?
• If your response is “no,” explain how you will build the relationships necessary to successor why you believe existing national/local demand for your engagement is not necessary
for the proposed work.
Implementation Landscape (650 characters max – ~100 words)
What other organizations and initiatives are implementing related activities in yourcommunities of focus? How are you engaging (or will you engage) with these entities to ensurealignment and avoid duplication?
SECTION 8: RISK ASSESSMENT AND MITIGATION
Project-specific risk assessment and mitigation plan (825 characters max – ~125 words)
Describe 1-3 specific barriers and/or risks you see as particularly critical or relevant tosuccessful implementation at the local level (e.g., supply stock-outs, community resistance
related to stigma, staffing shortages), your plan for mitigation, and the rationale for yourmitigation plan (e.g., do you have previous experience mitigating similar contexts, specificpolicies/processes or funds earmarked to address these challenges, etc.).
Broader project resilience (825 characters max – ~125 words)
Describe your approach to managing risk at a broader scale (e.g., pandemic, climate change,
annual weather disruptions, political instability and conflict, and associated human rights
risks) to avoid change requests and no-cost extensions. How is resilience built into your project
design?

15

SECTION 9: CAPABILITIES AND STRUCTURE OF PROJECT TEAM
Implementation Team Structure (document upload)
Upload a 1-page management and staffing chart that shows the composition and structure of
the implementation team (not your entire organization), including HQ and satellite officesupport if relevant. Note: We are only able to consider a 1-page chart; additional pages will
not be included in consideration. If your implementation team includes a significant numberof people who hold the same role, it is not necessary to list each individual. Instead, describe
the role and the number of people who will hold that role.
Capabilities of Lead (Applicant) Organization (2,000 characters max – ~250 words)
Describe the lead organization and team’s experience overseeing the implementation ofactivities — including financial management and accountability and results-tracking — andwith building and maintaining effective relationships with key partners, including host country
governments and local community members, as relevant to the proposed project. If your roleis primarily to lead and convene implementing partners, clearly describe your approach toconsortium management and your ability to hold partners accountable.
Past Performance of Lead Organization (2,000 characters max – ~250 words)
Share at least one and up to two examples of similar projects your organization has led.
For each example:• Briefly describe project name, location, overall budget, scale/reach, and time period.
Include significant accomplishments and how you overcame any major challenges.
• List key entities involved in implementation and major project funders.
• If the project proposed is a continuation of, expansion of, or uses the same model as oris similar to, past projects you have completed, describe lessons learned and which
existing resources, materials, etc., would be leveraged for the proposed project.
Funder References for Lead Organization (500 characters max – ~75 words per reference)
Provide the name, title, and email address of individuals from at least one and up to threefunder organizations (listed above) who oversaw your project. If your application is eligible forshortlisting, Takeda will contact these individuals for references. References should represent
entities that have provided funding directly to your organization.
Co-Leadership (825 characters max – ~125 words)
If you are submitting on behalf of a group of organizations that have co-designed and will colead the project, provide the names of all included organizations.
Roles and Responsibilities of Subcontractors/Sub-Recipients (1,650 characters max – ~250
words). Do you plan to work with subcontractors and sub-recipients (we consider these groupsinterchangeable) on project implementation – yes or no?
16

If you select “yes,” provide a list of all partners you will work with to implement the projectand include:• Why each is essential to the project’s success.
• Their role and responsibilities and project country• How their roles will differ from yours and from one another.
• If they will receive ≥30% of the total budget.
If your response is “no,” explain why not. (Note, you are not required to work with subcontractors/sub-recipients.)
SECTION 10: DIVERSITY, EQUITY, AND INCLUSION (DE&I)
How are your project activities designed to reduce gender-, power-, and other imbalancesin system design, service delivery, and access to health care? (825 characters max – ~125
words)
If your organization is located outside the country where implementation will take place, howdoes your project design account for historical and systemic inequities embedded in
traditional models of global health and international development work? (825 charactersmax – ~125 words)
What is the ratio of local talent to in-country expat staff or HQ staff members (e.g., staff
based outside of countries served) on the project team? (250 characters max – ~35 words)
What percentage of the core project team identifies as BIPOC, female or nonbinary,disabled, or neurodivergent? How are these demographic characteristics distributed
between leadership and supporting roles? (825 characters max – ~125 words)
How does your project increase the capacity and capabilities of local partners andimplementers (e.g., by making local partners co-leaders of the project, leveraging theirexpertise in program design, or seeking their guidance on appropriate progressmeasurement)? (825 characters max – ~125 words)
How will your project measure progress in relation to your approach to advance DE&I (e.g.,
addressing inequalities in health service delivery)? (825 characters max – ~125 words)
SECTION 11: SUSTAINABILITY
Describe which project outcomes will continue past the funding period and your plan for
ensuring their sustainability. For example, will key aspects of the project be reflected into
national/local development and/or health plans? (650 characters max – ~100 words)
17

Describe which project activities, if any, will continue after Takeda funding ends and yourplans to ensure their sustainability. (825 characters max – ~125 words)
Your response should include:• The anticipated timeline for and approach to transitioning project leadership,knowledge, and activities to local government, community, or other leaders. If you do
not plan to transition ownership, explain why.
• Who/which institution will finance long-term recurrent costs, such as maintenance costs,
health consumables, salaries (as appropriate).
• Your plan for securing additional funds to continue project activities. If you do not intend
project activities to continue beyond Takeda funding, explain why additional funds are
not needed.
Describe how your project will contribute to environmental sustainability (e.g., by increasingenergy efficiency, promoting climate resilience, reducing waste, leveraging sustainable local
resources). (650 characters max – ~100 words)
SECTION 12: COMMUNICATIONS PLAN (1,300 characters max – ~200 words)
We want to understand how you will leverage communication tools to (1) achieve project
objectives (e.g., by disseminating information about the project within communities offocus) and (2) communicate about the project and its impact to external stakeholders. Pleaseshare an overview of your communications plan, focusing on these two aspects (rather thanon how you will work with donors or on your partnership with Takeda). A minimum of 5% andmaximum of 10% of your budget should be used for communication activities. Your responseto this question should include:• Type and frequency of communications activities and targeted beneficiaries.
• Advocacy, behavior change communications, education and training, and awarenessbuilding within the communities you plan to serve.
• How you will highlight the impact and outcomes of the project’s work and impact to local,
regional, and international audiences, as appropriate.
• How you will respectfully highlight the voices of local stakeholders, beneficiaries, anddraw on thought leaders and media in the countries where your project will be
implemented.
We will expect partners to collaborate with us on repurposing some communications assets
to share the impact and value of the partnership with Takeda employees.
SECTION 13: TAKEDA EMPLOYEE LEARNING TRIP
Learning Trip Plan (1,500 characters max – ~225 words)
Provide a general plan for your Takeda employee learning trip, including the project year in18

which you envision it would take place and the general agenda. Include an explanation of how
you might achieve the goals of a learning trip if the in-person trip is replaced with a virtual
option and indicate how the budget would be revised and how unspent funds would bereallocated in this case. Review Takeda’s expectations and budget details for this trip in
Appendix D.
SECTION 14: BUDGET
Budget Spreadsheet
Review notes on use of Takeda Global CSR funds in Appendix D of this RFP, download thebudget template directly through the Application in the Digital Donation Management System,
and complete the template in accordance with the following guidelines:• Do not change the template or use a different format.
• Do not add additional tabs or narrative explanation; a budget narrative is requested in
the next section of this application.
• Organize your project budget by year (e.g., Year 1, Year 2), using the line items in thechart below, with a Year 1 start date of January 1, 2025.
• Total budget number must be submitted in Japanese Yen (JPY). Payments are fixed andare made in JPY only, if and once the project is awarded.
• We do not accept any buffer in the budget to account for possible currency fluctuations
and are not able to provide additional funding due to currency exchange loss during the
project period. Indicate the currency exchange rate utilized to create your budget fromlocal currency to JPY.
The Global CSR Program has no set funding range or maximum cost base for proposed
projects; please share the budget that is appropriate to execute project objectives efficiently
and effectively. All solicitations are competitive.
When you have completed the template, upload it as part of your “Application Documents.”
Personnel &benefits

Subcontractors &sub-recipients
Consultation &professional
services
Materials,
supplies &• Leadership & management (HQ)
• Project coordination (HQ)
• In-country personnel and support (per project country)• Other personnel/support such as comms personnel (please include
description)Line item for each organization/entity in this category
Line item for each organization/entity in this category. Include typeof services that will be provided.
Line item for each item or category of items. Include type of materials,
supplies, and capital equipment and provide quantities and cost per19capitalequipment
Project staff
travel &accommodation

Communications
plan

Indirect costs
Learning trip
Other direct
project costs*

item.
Only include costs for applicant organization staff (related to project
implementation, participating in conferences or events as part ofproject communications plan)Line item for each category of items: airfare, lodging, per diem,transfers, car rental and other transportation
Communications supporting achievement of project objectives. Line
item for each category of items: project workshops & trainings(including attendee costs), IEC/BCC communication materials, M&E
surveys (if conducted by applicant organization, otherwise include in
sub-contractor or consultation and professional services category ifdone by third-party), advocacy
Project impact communications to external stakeholders Line item
for each category of items: conferences & events, video/media
production, publications, social media/media outreach/otherpromotion
Includes both HQ and satellite offices’ indirect costs
Please include description of items and cost per item
Please include description of items and cost per item
*Only add a line item in cases where costs do not fit into any of thecategories we have provided above. Ensure that these costs clearly
follow all Appendix D guidance.

Budget Summary Table
Enter the dates for each project year and the associated budget category totals from yourspreadsheet directly into our digital system. These tables will autogenerate a multi-yearsummary table.
Budget Narrative
Explain how you determined costs for each line item in your detailed budget in support of the
project approach you outlined earlier, including rates, calculation methods, and any otherrelevant financial context/budgeting rationale. Review guidance on use of Takeda Global CSR
funds in Appendix D for budget policies and restrictions.
Personnel and benefits (1,800 characters max – ~275 words): Describe how you estimatedthe base salary for core team members’ roles (e.g., did you use the actual salary of current
employees, or an estimate based on current employees with similar job descriptions?) andany assumptions that will influence salary or payment (e.g., expectations associated with local
cost of living). Be sure to include % salary and benefits that funding from Takeda will support
for each personnel type or individual.

20Subcontractors and sub-recipients (1,800 characters max – ~275 words): Describe how you
arrived at the budget dedicated to each sub-contractor and sub-recipient described earlier inyour application (e.g., did the sub-contractor submit a budget to you, or did you estimate
budget based on your experience with similar work?). Please include details of what thebudget will cover for each subcontractor and sub-recipient.
Consultation & professional services (1,800 characters max – ~275 words): List the names (ifknown) or describe the types of consultants you anticipate engaging to support the project.
Describe the cost assumptions used (including estimated number of days and daily rate) andwhether payment is based on an agreed total amount or a per diem/hourly rate. Include
details of what the budget will cover for each consultant or type of consultant.
Materials, supplies, and capital equipment (1,800 characters max – ~275 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 theproject. Provide quantities and cost per item.
Project staff travel & accommodation (1,800 characters max – ~275 words): Explain thenumber and purpose of trips for project staff (i.e., how travel supports project objectives),
who will be traveling, and how you calculated cost for each trip.
Communications plan (1,800 characters max – ~275 words): Explain how you calculated costs
for each line item under Communications in your budget spreadsheet. Include total line-item
amount and/or frequency. See Use of Funds appendix for detailed guidance.
Learning trip (1,800 characters max – ~275 words): Explain how you determined costs. Include
quantities and cost per item, as relevant. Project staff and sub-recipient organizations’personnel time should not be included here. See Use of Funds Appendix for budget limitations
and assumptions.
Other direct project costs (1,800 characters max – ~275 words): If you have added this line
item in your budget spreadsheet and table, please describe these specific direct costs, their
purpose in support of the project, assumptions used to produce the estimate, and why they
are not included in the existing line items. We strongly prefer all costs to be included in the
categories above. Including costs in this line item that should be under another category, or
including indirect costs under this line item, may delay consideration of your application.
Indirect costs (1,800 characters max – ~275 words): Explain how you calculated indirect costs.
“Indirect costs” means overhead, facility/office and administration costs, and operating costs
that support the organization for both headquarter and country offices.
21

Co-funding (1,800 characters max – ~275 words): Please provide the percentage of the total
project budget that the funding requested from Takeda would support. List the names andconfirmed or anticipated donation amounts from other existing or potential project funders.
SECTION 15: REQUIRED DOCUMENTS
Required Documents
Upload the documents listed below (as required by Takeda’s Donation Committee) for theapplicant organization. Both text (e.g., Microsoft Word) and PDF files are accepted.
• Articles of incorporation• Bylaws• Governance chart (e.g., list of Board or Advisory Group members)• Most recent audited financial statement and United States IRS form 990 (if applicable)
Additional Uploads• If your organization has undergone a name change or works under a DBA (doing
business as), please upload all official certification & legal documentation forverification and due diligence purposes.
• Should your project be shortlisted for the employee vote, you will be asked to submit a
Summary Slide for our Employee Vote and sign a Consent Letter (see Appendix E) toensure no conflict of interest. No action is needed at the proposal submission stage.
SECTION 16: ACKNOWLEDGEMENTS
Please review the Terms and Conditions of Application carefully before submitting youracknowledgements. This is a required section, so an acknowledgement is required for eachTerm and Condition before the Application can be submitted.
Takeda Global CSR: Terms and Conditions of Application
GENERAL CONDITIONSApplicants (the “Applicant”) for this Request for Proposal (the “Application”) are hereby
advised that nothing herein nor any communication made between Takeda or its
representatives and Applicant, or any part thereof, shall be taken as constituting a contract,
agreement or representation between Takeda and Applicant and/or any other party (save for
a formal donation agreement made in writing by Takeda), nor shall it or they be taken as
constituting a representation that a contract or donation agreement shall be offered orawarded. The Applicant is hereby advised that Takeda makes no commitment whatsoever thatany potential partner will be selected as a result of the Application. Takeda makes nocommitments, implied or otherwise, that this process will result in a donation transaction with
one or more parties and may modify the intended scope at any time. Takeda reserves the rightto verify any information contained in the Application and Applicant’s response, and to22

request additional information after the Application has been submitted. Takeda reserves theright to verify the information and obtain funder reference per the details and contact
provided in the Past Performance section. The Application has been completed in good faith.
Takeda makes no representations or warranties or accepts any responsibility for the
information contained in the Application or its fairness, accuracy, or completeness. Takeda
shall not be liable for any loss or damage arising as a result of reliance on such information or
any subsequent communications provided by Takeda. Applicant is advised that final approvalof the Application will be subject to (i) internal approval by the relevant Takeda stakeholders
and (ii) a fully executed donation agreement between Takeda and the Applicant.
CONFIDENTIALITY
The information contained in the Application and all written or verbal communication
between Takeda and the Applicant with respect to the Application, donation agreement, etc.
is for proposal purposes only and is not to be used for any other purpose or disclosed to any
third party by the Applicant without prior written approval of Takeda. Confidential information
received by Takeda from the Applicant in response to this Application will be held in strict
confidence by Takeda and not disclosed by Takeda to any third party, other than Takeda’s
affiliates, Takeda’s and/or its affiliates agents, consultants and its advisors, without the
Applicant’s express written consent.
RIGHT OF REJECTION
Takeda reserves the right, in its sole and absolute discretion, to discontinue the selection
process, withdraw or reject the Application at any time. Takeda may enter into discussions
and/or negotiations with one or more qualified organizations at the same time, in its andabsolute discretion.
INCURRED COST
Any cost incurred in the preparation, delivery and associated discussions, presentations or
negotiations throughout the application, RFP, and donation agreement process andprocedures are solely the responsibility of the Applicant.
ACCEPTANCE TERMS AND CONDITIONS
By submitting your proposal for the Application, you are expressly agreeing to the generalterms and conditions above and as stated in the Terms and Conditions of Application.
1. By submitting this proposal for the Application, you are expressly agreeing to the terms
and conditions stated in the Terms and Conditions of Application.
o We agree.
2. If your proposal is selected for funding, you will be asked to report progress on projectapproach, beneficiaries, outputs, outcomes, and measurable indicators outlined in the23donation agreement. We ask that you only report progress that is directly attributable toTakeda funding.
o We agree and are prepared to provide this information per Takeda’s latest reporting
requirements and guidance.
3. Takeda’s Global CSR Program standard installment payment schedule for donations is
December for the first-year payment and by mid-March for each subsequent remaining
payment.
o Yes, we understand and accept this schedule.
o We are unable to accept this schedule.
If unable to accept, provide a clear rationale why your organization cannot accept andwhat schedule you propose.
4. 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 aresult, funding will not be issued immediately upon first notification of award or
immediately when the donation agreement is executed (see above on payment schedule).
o We acknowledge that funding will not be issued immediately upon first notification ofaward or immediately when the donation agreement is executed. We acknowledge
Takeda’s payment schedule per term and condition above.
5. Projects that are awarded and accept Global CSR funding will be required to submit midyear and annual progress and budget reports for each project year (in January and July),
and a final progress and budget report following project close. All reports must be in
Takeda’s reporting format; financials must be reported in Japanese Yen (JPY) and in local
currency for actual amount received and spent with the appropriate exchange rate foreach year clearly specified.
o We acknowledge and are prepared to provide this information per Takeda’s latest
reporting requirements and guidance.
6. Global CSR Program awarded total amount and payments are issued from Takeda to therecipient’s bank account in Japanese Yen (JPY). Funds cannot be routed through analternate intermediary bank and cannot be issued in any other currency. Any currency
exchange loss or gain with each payment, as well as inflation impact for the entire
program duration, will need to be absorbed by the awarded partners. No additional
funding will be provided by Takeda due to currency exchange or inflation impact
throughout the program duration. As a result, program implementation and budget may
need to be revised. Any changes to program beneficiaries, objectives, budget, etc.
resulting from currency exchange loss or gain and inflation will need to be discussed andapproved by Takeda per the latest change request requirements and guidance.
o If awarded funding, we are prepared to receive funds in JPY throughout the entirety of the24

project duration. We acknowledge and accept the currency exchange fluctuations and risk
and possible inflation impact throughout the project duration and will work with Takeda
per the latest change request requirements and guidance if awarded.
7. The contribution to the awarded partners will be subject to donation usage reviews by
Takeda and a third-party firm. As part of the reporting requirements, the awarded
partners will be subject to a review of transaction documents, including but not limited
to, actual receipts, invoices, and breakdown of transactions, in addition to the standard
annual budget progress reporting requirements per the latest reporting guidance.
o We acknowledge and agree to participate in Takeda’s required donation usage reviews
and standard annual budget reporting requirements.
o We are unable to accept and participate in Takeda’s required donation usage reviews andstandard annual budget reporting requirements.
If unable to accept, provide a clear rationale why your organization cannot accept.
8. The awarded projects will be subject to a third-party audit for the purpose of verifying theuse of the donation. This will be independent to the donation usage reviews in the above
section.
o We acknowledge and agree that if awarded my organization will participate in the auditof the awarded project.
o We are unable to accept and participate in Takeda’s required audit condition.
If unable to accept, provide a clear rationale why your organization cannot accept.
9. I certify that, to the best of my knowledge, information and belief, after having made due
and careful 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 is awarded - 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, orother agent of the organization or any other governmental/ public organizations.
o 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.

25

APPENDIX B: SELECTED SUSTAINABLE DEVELOPMENT GOAL (SDG) TARGETS
Source: 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,
includingfor 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
3.9 - By 2030, substantially reduce the number of deaths and illnesses from hazardous
chemicals and air, water and soil pollution and contamination
3.c - Substantially increase health financing and the recruitment, development, training andretention of the health workforce in developing countries, especially in least developed
countriesand 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
5.1 - End all forms of discrimination against women and girls everywhere
5.2 - Eliminate all forms of violence against all women and girls in the public and private
spheres, including trafficking and sexual and other types of exploitation
5.3 - Eliminate all harmful practices, such as child, early and forced marriage and female genital
mutilation
5.5 - Ensure women’s full and effective participation and equal opportunities for leadership atalllevels of decision-making in political, economic and public life
5.6 - Ensure universal access to sexual and reproductive health and reproductive rights as26

agreed in accordance with the Program of Action of the International Conference on
Population and Development and the Beijing Platform for Action and the outcome documentsof 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
6.1 - By 2030, achieve universal and equitable access to safe and affordable drinking water forall
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 invulnerablesituations
6.3 - By 2030, improve water quality by reducing pollution, eliminating dumping andminimizingrelease of hazardous chemicals and materials, halving the proportion of untreatedwastewater and substantially increasing recycling and safe reuse globally
6.a - By 2030, expand international cooperation and capacity-building support to developing
countries in water- and sanitation-related activities and programs, including water harvesting,desalination, water efficiency, wastewater treatment, recycling and reuse technologies
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 afocuson 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
9.c - Significantly increase access to information and communications technology and strive toprovide universal and affordable access to the Internet in least developed countries by 2020
SDG 11: SUSTAINABLE CITIES & COMMUNITIES
11.7 - By 2030, provide universal access to safe, inclusive and accessible, green and public
spaces, in particular for women and children, older persons and persons with disabilities
11.b - By 2020, substantially increase the number of cities and human settlements adopting
and implementing integrated policies and plans towards inclusion, resource efficiency,
mitigation and adaptation to climate change, resilience to disasters, and develop andimplement, in line with the Sendai Framework for Disaster Risk Reduction 2015-2030, holistic
disaster risk management at all levels
11.c - Support least developed countries, including through financial and technical assistance,in building sustainable and resilient buildings utilizing local materials
27

SDG 12: RESPONSIBLE CONSUMPTION & PRODUCTION
12.4 - By 2020, achieve the environmentally sound management of chemicals and all wastes
throughout their life cycle, in accordance with agreed international frameworks, andsignificantly reduce their release to air, water and soil in order to minimize their adverse
impacts on human health and the environment
12.5 - By 2030, substantially reduce waste generation through prevention, reduction,
recycling and reuse
12.7 - Promote sustainable public procurement practices, in accordance with national policies
and priorities
SDG 13: CLIMATE ACTION
13.1 - Strengthen resilience and adaptive capacity to climate-related hazards and natural
disastersin all countries
13.3 - Improve education, awareness-raising and human and institutional capacity on climatechange mitigation, adaptation, impact reduction and early warning
SDG 14: LIFE BELOW WATER
14.1 - By 2025, prevent and significantly reduce marine pollution of all kinds, in particular fromland-based activities, including marine debris and nutrient pollution
SDG 15: LIFE ON LAND
15.9 - By 2020, integrate ecosystem and biodiversity values into national and local planning,development processes, poverty reduction strategies and accounts
SDG 17: PARTNERSHIP FOR THE GOALS
17.9 - Enhance international support for implementing effective and targeted capacitybuilding in developing 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
for poverty eradication and sustainable development
17.16 - Enhance the global partnership for sustainable development, complemented by multistakeholder partnerships that mobilize and share knowledge, expertise, technology andfinancial resources, to support the achievement of the sustainable development goals in all
countries, in particular 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 in developing countries

28

APPENDIX C: GUIDANCE ON DELINEATING ANTICIPATED RESULTS
This appendix contains guidance on our expectations for the “results” portion of each projectapproach objective narrative section of your application. We want to understand the resultsof your activities for each objective – not just what you will track, but the specific targets you
expect to achieve. We are interested in the quality of the results you achieve, not the numberof different outcomes or outputs. We recommend three to five per objective. Progress against
anticipated results will be reported in regular progress reports to Takeda if your project isawarded. See how we define “results” below.
Please note: unlike in the Appendix A (Application) BENEFICIARIES section, where duplicative
counting of individuals must be avoided, in the results sections of the project approach we
ask you to use unit measurements when reporting across different results so that we canunderstand the full impact of your work. For example, if a community leader will receive
training via one activity and also receive a health service through another activity, then pleasecount that person under both respective outputs (e.g., “# of community leaders trained” and“# of individuals receiving health services”) while also noting where overlap may exist.
Additionally, if your project will be supported by multiple donors, ensure that the results you
list are directly connected only to the Takeda-funded portion of your project.
Definition of “results,” “outputs,” and “outcomes”
We define “outputs” as the direct result of an activity; namely, the goods, services, events,
and tangible deliverables directly produced by your activities, as well as numbers of people
reached. We define “outcomes” as meaningful changes over time, resulting from anintervention’s outputs; for example, a change over time in access, service coverage, policies,
treatment success rate, health status improvements (e.g., reduced incidence in a target
area/population group), or behaviors (e.g., use of bed nets). Because definitions of these andother impact-related terms vary, you do not need to indicate which of your results are outputs
and which are outcomes: however, both are required. The strongest proposals will
demonstrate a comprehensive understanding of the situation and how the change to which it
aspires will be achieved through the chain of results: outputs, outcomes and impact.
Clear indicators, baselines and targets are required for all outcomes. Please find nonexhaustive lists of examples of both outputs and outcomes below; these lists are nonexhaustive and should not limit or restrict the types of results you include in your application.
Outputs include but are not limited to:• # health workers, supply chain managers, or health facility administrators receive training• # community members receive information/ training (e.g., at workshop)• # individuals receive health services (e.g., screening, treatment, referral)• # individuals receive a product/supply (e.g., PPE, mosquito nets)
29

•
•
•
•
•

# digital/data/AI/software solution implementations or enhancements# health facilities constructed, refurbished, or supplied# non-health facilities/infrastructure constructed, refurbished, or supplied# equipment or supplies provided (e.g., oral rehydration salt packets)# standards/guidelines/policies developed and implemented

Outcomes:
When including outcomes in the results section of your project approach, briefly explain theoutcome in the context of your project (e.g., what you mean by an increase in inclusive
services) and include the baseline/starting point and anticipated endline/target for theoutcomes you intend to track against. The target group of people or geography should beclearly defined. Where possible, outline the broader implications of your outcomes, e.g.:• Increasing no. of qualified health care workers from X to Y will increase population
coverage in target region from A% to C%• Increasing no. of adolescents with access to gender-responsive sexual and reproductive
health from X to Y will increase service coverage among the target population in target
region from A% to C%• Decreasing disparity in availability of gender-responsive psychosocial support and mental
health services between a currently marginalized target region and national average,measured by ratio of no. of qualified workers / population size
Additional non-exhaustive examples of outcomes:
Increase from # in [timeframe] to # on [timeframe] (or increase in %) in• health promoting knowledge or awareness• access to care or services• environmentally responsible health practices (e.g., waste reduction, local sourcing)• welcoming, inclusive spaces and services• health system-related climate resilience and energy efficiency• number of trained health care workers• health system capacity to handle specific routine needs• emergency preparedness• care-seeking behaviors• demonstrated health service demand• specific, positive health outcomes
Decrease from # in [timeframe] to # by [timeframe] (or decrease in %) in• disparities that directly influence health outcomes• disease burden or number of cases (e.g., cholera, wasting, NTDs, etc.) related to a
specific cause in a targeted community or geographic area
• stock-out rates or wastage/overstock of health supplies/tools
30

APPENDIX D: NOTES ON USE OF TAKEDA GLOBAL CSR FUNDS
Awarded projects may only use Takeda Global CSR funds (the “funds”) provided in connection
with the approved project and budget for the proposed project (based on the signed donationagreement). The funds may not be used to cover any expenses incurred prior to and during the
RFP/application process. Takeda reserves the right to withdraw, terminate, or withhold
funding where it was determined, at Takeda’s discretion, inappropriate use of the funds
occurred per the terms and conditions in the signed donation agreement.
Anti-Corruption Obligations: Takeda’s policy prohibits the funds from being earmarked tosupport 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 oranyone else for the purpose of influencing, inducing or rewarding any act, omission or decisionin order to secure an improper advantage or obtain or retain business (ii) comply with allapplicable 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 influencelegislation.
Takeda’s Global Anti-Corruption Policy prohibits Takeda from conducting, through third-party
intermediaries, activities that Takeda is prohibited from conducting itself. Takeda must assess
every third-party intermediary to identify and address issues that pose any potential risks for
Takeda. We conduct regular audits to assess instances of bribery and corruption and have
implemented an ongoing monitoring program that samples and evaluates high-risk
transactions against governing policy and procedure control documents. Takeda executes
root cause analysis against monitoring nonadherence and develops remediation plans to drive
continuous improvement. For reference, please review Takeda’s Position on Anti-Corruption
in our Global Anti-corruption Policy.
Communications: Includes all costs related to communication activities supporting theachievement of program objectives, including, but not limited to, community events andconferences; training sessions; travel costs for non-staff, non-sub-recipient participation inthese events; information, education, and communication materials; and M&E surveys etc.
This budget category also includes costs related to communication activities sharing program
impact and learnings with external stakeholders, including, but not limited to, participation in
global health conferences, video production, media outreach, publications, etc. Note: any
costs relating to applicant communications-related personnel should be included under the‘personnel’ budget category, ‘sub-contractor and sub-recipients’ category, or ‘consultationand professional services’ category depending on the individual’s contract status and services
provided.
31Consultants: Includes any third party hired by the applicant/awarded partner to provide
specific professional advice or services for a fee in support of the organization for program
implementation. Consultants are normally subject matter experts/specialists in their field, andthey may be individuals or may also include firms, entities, or organizations that provide paid
professional advice or services. The scope and service period of consultants tends to be
specific and limited. Applicants/awarded partners are liable for all acts, performance, andmanagement of the consultants hired by the Applicants/awarded partners. Any failure by the
consultants to comply with, execute, and complete their responsibilities connected with the
project will constitute a breach of the terms as if committed directly by the applicant/awarded
partner per the terms of the donation agreement. Government entities, officials, employees,
regulatory authorities, and individuals/entities affiliated with the government in any capacity
may not be hired by the applicant/awarded partner as consultants using Takeda funds.
Direct Costs: Refers to expenses directly attributable to the project that would not occur if the
project did not exist. These direct costs may include, but are not limited to, personnel andbenefits, sub-contractors/sub-recipients, consultation and professional services, materials,
supplies and capital equipment, travel & accommodation, and project-related communication
activities. They may also include, but are not limited to, equipment, tools, and supplies to be
procured and distributed as part of the project. For example, oxygen, heartrate monitors,
weighing scales, cell phones, midwifery kits, etc. Facility-related expenses can be included as
direct costs when additional building or equipment expenses are required as part of the
project approach (for example, construction or rehabilitation of a health clinic).
Equipment: Use of any equipment (whether capital equipment or not) purchased with funds
connected to the project is limited to charitable purposes for the depreciable life of theequipment. For the avoidance of doubt, this includes, but is not limited to, computers,
printers, fax machines, telephones, vehicles, and all other equipment that is to be purchased
for use in the project. Expenditure incurred in relation to operating, insuring, and maintaining
critical pieces of equipment can be considered a direct cost of the project. For the purposesof this section, capital equipment means equipment purchased for the project with a unit costgreater than JPY 650,000 or USD 5,000 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.
Equipment and capital equipment which is not solely used for the project (e.g., computers,
printers, vehicles shared between Takeda’s supported project and other projects) is not able
to be included in the budget unless it is clearly justified in relation to the proposed activity
and the portion or percentage to be supported from Takeda is described and explained.

32

Government Officials: Takeda funds shall not be used to make, promise, authorize or accept
any payment or give anything of value and payment, including, but not limited to, bribes,
salaries, per diem, consultant fees, wages, stipends, service fees, any type of time and labor
compensation payments, honorarium, allowance, retainer fees, profit and payroll, gifts, etc.,
either directly or indirectly to any public or government official, regulatory authority, or
anyone else for the purpose of influencing, inducing, or rewarding any act, work, consultation,omission or decision in order to secure an improper advantage or obtain or retain business or
carry out work and activities for Applicant or on behalf of the Applicant in relation to theproject.
Indirect Costs: “Indirect costs” means overhead, facility/office and administration costs forheadquarters and relevant country offices, shared organization operating costs that support
the entire operations including the Takeda funded project for the Applicant organization.
Facility/office-related costs are typically included, such as overhead, insurance, rent, utilities,
office supplies, etc. Global CSR permits an indirect cost rate of 0% for private foundations; up
to 10% for U.S. universities/community colleges; and up to 15% for NGOs, multilateralorganizations, and universities outside the U.S. These are the maximum rates allowed under
Takeda’s policy for applicant organization. Applicant organizations with actual indirect cost
rate lower than the maximum rate provided above should not increase the funding request
to the maximum allowed or include the sub-contractors’ indirect costs in the indirect costbudget category; the intent is to sufficiently fund actual costs only. Sub-contractors and subrecipients’ indirect costs must be included in the “Sub-contractors and sub-recipients” budget
category based on applicant organization’s indirect costs allowance policy for its partners.
Learning trip: Learning trips to visit Global CSR Program partner sites help employees
understand the challenges addressed by, and the impact of, the projects they voted to fund.
Participants from Takeda for an in-person trip typically include 10-12 employees and 2
videographers/photographers. Partners should expect to host one learning trip (in-person or
virtual) over the course of the project. You may budget up to JPY 2 million for direct costs forthe learning trip, which must be distinct from other costs in your budget. We recommend
learning trips take place in the second-to-final or final year of the project (exact timing will befinalized jointly by the partner and Takeda after implementation is under way). Direct costs topartners for the in-person trip could include airport transfers and local transportation, facility
and food and beverage costs during site visits and meetings with local partners andbeneficiaries, materials and printing, and security, among other items.
The following should not be included in the Learning Trip budget category:• Host and sub-recipient organizations’ personnel time (that should be included in the
Personnel and Benefits and Subcontractors and Sub-Recipients budget categories)• International travel, accommodation, or per diem for food and beverage for Takeda
participants (Takeda will cover these costs outside the project budget)33

Takeda welcomes and may request a virtual learning trip, webinar, or other creative online
format in place of an in-person learning trip if travel or an in-person trip is not appropriate or
possible. In cases where the learning trip is virtual, direct costs to partners could include thecosts of hiring a videographer or photographer, web and graphic design, or other costs
associated with creating virtual learning tours. If a learning trip initially envisioned to be inperson is no longer possible (due to schedule, travel disruptions, safety regulations or otherrestrictions), the budget originally allocated should be utilized for a virtual learning trip. Any
unspent funds should be reallocated to project approach and implementation only.
Local and International Compliance: Applicants and awarded partners agree to comply withall applicable laws, regulations, and rules of each jurisdiction where the organization is
operating and where the project is undertaken and implemented. Furthermore, the applicants
and awarded partners agree to ensure the project is undertaken and implemented inaccordance with the ten principles of the United Nations Global Compact.
Sub-Contractors and Sub-Recipients: “Sub-contractors” and “sub-recipients” includes any
third party engaged by the applicant to assist with the implementation and execution of the
project. Applicants shall be liable for all acts, performance, and management of the subcontractors and sub-recipients. Any failure by the sub-contractors and sub-recipients tocomply with, execute, and complete their responsibilities connected with the project will
constitute a breach of the terms of the donation agreement as if committed directly by the
Applicant. Government ministries or departments are allowed as sub-contractors and subrecipients; however, no part of Takeda funds shall be used by the government ministries ordepartments on salaries, per diem, consultant fees, wages, stipends, service fees, any type oftime and labor compensation payments, honorarium, allowance, retainer fees, profit andpayroll, gifts, etc., to government officials, employees, or regulatory authorities.
Travel: Travel budget refers to any and all applicant organization staff travel for the purposeof the program, including but not limited to, site visits and implementing and attendance attraining sessions, conferences, project workshops, etc. Travel for non-staff members for the
purpose of the program (e.g., attendees for workshops) should be included underCommunications Plan budget category. 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 oneof the following exceptions apply:● Business class is 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
or Economy class (not First class); and● Economy class for flights with a duration of less than six hours of in-flight time.

34

APPENDIX E: CONSENT LETTER
Should your project be shortlisted for the employee vote, you will be asked to sign a Consent
Letter after submission of your application to ensure no conflict of interest. No action is neededat the proposal submission stage.
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 of Interest”) arising in which funding under the relevant Global CSR Program
could be used to help, 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 inany country.
2. [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 andsufficient consideration for the obligations the Organization undertakes under thisUndertaking and Consent.
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 therelevant monetary donation agreement (the “Agreement”) have become binding andeffective as between the parties (the “Agreement Effective Date”).
4. In particular, the Organization undertakes and guarantees that it has no intention to, andit will not, during the selection process and, if Takeda Global CSR funding is to be awarded
to the Organization, before the Agreement Effective Date:
4.1. seek or allow:
4.1.1. any commercial interaction with Takeda or any of its affiliates; or4.1.2. 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 andindividually, “Takeda Personnel”), in any decision or activity of the Organization if such
involvement could give rise to an actual, potential or perceived agreement, between
the Organization and Takeda or any Takeda Personnel, to further the commercial
business interest of Takeda or any of its affiliates; and4.2. without limiting the generality of Clause 4.1, request, encourage or allow any Takeda
Personnel:
35

4.2.1. 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);4.2.2. to communicate on the Organization’s behalf; or4.2.3. 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:
5.1. 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;
5.2. 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 Global CSR funding discussions with the Organization.

36