What are donors looking for from the (virtual) site visits and/or engagements?
The objective of the site visit is to provide greater insight into each organization, serving as the main opportunity for engagement with the selection committee, which includes the donor (where appropriate). There will be an interest in meeting with leadership team, staff, and beneficiaries to get a fuller sense of the program approach and outcomes. Read more about the site visit process.
What proposal information do Lever for Change’s partners receive?
Competition donor partners and their selection committees are given access to all submitted proposal and due diligence materials.
Technical assistance providers, which are under non-disclosure agreements, receive all relevant submitted materials needed to make assessments and provide feedback.
What proposal information is shared with potential donors (future donors that aren’t part of the original group/individual providing the competition award money)?
As a part of our effort to raise the visibility of all finalists and increase their potential to secure additional funding, Lever for Change (LFC) will share relevant proposal and due diligence information with potential donors. While we may share your original proposal and prospectus narrative with a potential donor, it is LFC’s policy to have a Non-Disclosure Agreement (NDA) or other contract that contains an NDA clause in place before sharing any due diligence information or appendices with an external party. In response to an initial request from an interested donor or intermediary, LFC will share the following items, if available:
- Original submitted proposal
- Revised Proposal/Prospectus narrative
- Project Factsheet/Two-page solution overview
Should a prospective donor express interest in learning more about a proposal, including viewing a prospectus’ accompanying appendices or additional due diligence materials, LFC will work with the relevant party to execute a mutual NDA or other contract. Once a signed NDA is in place, LFC will share the following due diligence items as is appropriate and if available:
- Anonymized Peer-to-Peer and Evaluation Panel scores and comments
- Revised Proposal/Prospectus appendices
- Anonymized technical reviews
- Diversity, equity, and inclusion reviews
- Inclusion of persons with disabilities reviews
- Organizational legal and financial health reviews
- LFC insights as applicable and appropriate
When will the DEI reviews be shared with the finalists?
Finalists can typically expect to receive the results of their reviews one month after being notified of finalist status. For the second round of reviews, the DEI technical assistance providers will evaluate your submitted prospectuses to understand how your diversity, equity, and inclusion thinking has continued to evolve over the prospectus development period. Finalists can expect to receive feedback two weeks after submitting final prospectus materials.
How can finalists engage with the DEI reviewers?
During the finalist stage, the DEI reviewers will be available for one-on-one conversations with you to go over the details of their reviews and provide additional feedback, resources, and support.
Have the donors seen the DEI reviews?
Yes, all information collected in our process is provided to donors.
Can finalists modify and/or edit their proposal video?
If the initial video you submitted with your proposal contains information that is no longer relevant or true, finalists are welcome to send a modified version of their video. Please contact the award director of your specific competition to coordinate this. We ask that you keep videos as close to 90 seconds as possible. While we know people want to say more, what we have found is that interested donors want most is for teams to be clear, concise, and brief.