ORGANIZATION OF AMERICAN STATES

EXECUTIVE SECRETARIAT FOR INTEGRAL DEVELOPMENT (SEDI)

FORMAT FOR PRESENTATION OF

PARTNERSHIP FOR DEVELOPMENT PROPOSALS1

Date:

I. IDENTIFICATION OF PROPOSAL

1.1 Name:
SEDI file:

1.2 Presented by:

1.2 Former names of the Project or Activity and year executed (if applicable):

2. Type of Proposal: (Choose the most appropriate option)

2.1 Multilateral Project ______

2.2 Multilateral Activity ______

2.3 National Project ______

2.4 National Activity ______

3. Participating countries:
(See Glosary for appropriate country code)

AB AR BA BO BS BR BZ CA CH CO CR DO EC ES GR GU GY

HA HO JA KN ME NI PE PN PY RD SL SU SV TT UR US VE

(For each country selected, provide the information requested in section V.,2, which should include a note from the
Permanent Mission of the pertinent member state officially confirming participation)

1 In order to facilitate its dissemination, it is

recommended that multilateral project/activity proposals prepared
by institutions in member states should be presented in two
official languages of the OAS. Multilateral proposals prepared
within the OAS General Secretariat must be presented in at least
two official languages of the OAS.(CEPCIDI/doc.134/97 Rev)

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 4. Date of execution of the proposal:

4.1 Initiation: ____/___/99_ 4.2 Date of completion: ___/___/99_

5. Institutional data:

5.1 Name of institution or of the area of the OAS General Secretariat that will be responsible for coordination of
the project/activity.

a. Name of national institution, area of the SG/OAS or Organization:

b. Name and title of responsible official:
c. Address:
d. State/Province: e. Country:
f. Telephone: g: Fax: h. E-mail: i. Web Page:
j. Information on the execution capacity, legal status and experience in the area relevant to the proposal (estimate between
40 and 60 words).

5.2 Executing Institution(s).

List the responsible institutions for each country in which the project/activity will be executed

a. Name of institution:
b. Name and title of responsible official:
c. Address:
d. State/Province: e. Country:
f. Telephone: g. Fax: h: E-mail: i. Web Page:
j. Information on the execution capacity, legal status and experience in the area relevant to the proposal (estimate between
40 and 60 words).

Note: Repeat the above table as often as necessary, and include all relevant information for each case.

5.3 Recipient Institution(s).

List the institutions that will be involved indirectly in carrying out the project/activity

a. Name of institution:
b. Name and title of responsible official:
c. Address:
d. State/Province: e. Country:
f. Telephone: g. Fax: h. E-mail:
Note: Repeat the above table as often as necessary, and include all relevant information for each case.

6. If applicable, indicate what other institutions (governmental and non-governmental) will participate in this
project/activity. Include the name and title of the liaison official and a brief description of the form the
institution= s participation will take. If the contribution is monetary, indicate the amount in section VI 2.

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 Contributing National Institutions Contributing International Institutions
6.1 6.2

6.3 6.4

6.5 6.6

7. Identify the priority area(s) of the CIDI Strategic Plan to which this proposal relates (if more than one, rank
them in order of importance, 1 to 8):

7.1 Social development and generation of productive employment _____

7.2 Education _____
7.3 Economic diversification and integration, trade liberalization and market access _____
7.4 Scientific development and technology exchange and transfer _____
7.5 Strengthening democratic institutions _____
7.6 Sustainable tourism development _____
7.7 Sustainable development and environment _____
7.8 Culture _____

II. JUSTIFICATION OF THE PROPOSAL

1. Summarize the reasons justifying the proposal (background and relationship to the OAS Strategic Plan for
Partnership for Development 1997-2001).

1.1 Background (estimate between 75 and 100 words)

1.2 Relationship to the national development priorities if appropriate (estimate between 75 and 100 words)

1.3 Relationship to regional development priorities if appropriate (estimate between 75 and 100 words)

1.2 Relationship to the Strategic Plan (estimate between 75 and 100 words)

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 2. Description of the proposal:

2.1 Integral Development General Objective (estimate between 75 and 100 words):

2.2 Specific objectives and activities for 1999, estimate between 24 and 40 words per objective. For each
specific objective give the name or type of the activities to be performed.

2.2.1(Specific objective) ________________________________________________________

2.2.1.1 (Activity)__________________________________________________________

2.2.1.2 __________________________________________________________________

.....

2.2.2________________________________________________________________________

2.2.2.1 __________________________________________________________________

2.2.2.2 __________________________________________________________________

....

2.2.3_________________________________________________________________________

2.2.3.1 __________________________________________________________________

2.2.3.2 __________________________________________________________________

.....

2.3 Project/activity execution schedule: describe the sequence of activities to be performed and how this
sequence will contribute to achieving the proposed objectives (estimate between 100 and 200 words).

Note: for project proposals go to Section IV

III. PROPOSALS FOR NATIONAL OR MULTILATERAL ACTIVITIES

1. Describe actions to be taken and the expected result, and indicate the cost in US$
Specific Objective:

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 Activity - name and brief description (estimate between 80 & 100 words) Starting date: ___________ Date of comple

Financing Amount requested under each cost heading

Requested from CIDI (US$):2 03 04 05 06 08

Country Contribution(s) (US$):

Verifiable result or output (Description and quantity (estimate between 50 and 80 words)

2. Explain how the proposed activity contributes to development initiatives (estimate between 50 and 80 words)

3. Date of submission of final report for the activity: ___/___/___

Note: For activity proposals, go on to Section V
IV. PROPOSALS FOR NATIONAL OR MULTILATERAL PROJECTS: PROJECT ACTIVITIES AND
VERIFIABLE RESULTS
Describe the project activities to be carried out, the expected results, and indicate the cost in US$ of each activity for the
corresponding execution period3

Specific Objective (Repeat from Section 2.2 and and follow the same order)

Activity - name and brief description (estimate between 50 and 80 words) Starting date: ___________ Date of co
E

Jan-Apr

Financing Amount requested under each cost heading

Requested from CIDI (US$) for this 03 04 05 06 08
project activity:4

2 See objects of expenditure in the glossary

3Requests for CIDI financing may not exceed US $500,000 per year

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 Country Contribution(s) (US$):
Verifiable result or output (Description and quantity (estimate between 50 and 80 words)

Date of submission of report for this activity: ___/___/___

NOTE: Repeat this page as many times as necessary, one for each activity.
V. FOR MULTILATERAL PROPOSALS: TYPES OF COOPERATION, CONTRIBUTIONS AND EXPECTED
BENEFITS FOR EACH PARTICIPATING COUNTRY.

1. Types of Cooperation

Identify the types of cooperation that will be used to promote partnership and inter-American dialogue. If there is
more than one, rank them (1 to 6) in order of their importance for achieving the objectives.

! Advisory services and exchange of experts ______

! Creation of cooperation networks ______
! Joint studies and research ______
! Upgrading human resources ______
! Meetings (congresses, conferences, dialogue fora) ______
! Transfer and dissemination of information ______

2. Contributions and Expected Benefits

Country Amount of resources requested Total national Benefits to the country as a result of its
from CIDI to be executed by the counterpart funding (in participation. Describe and quantify wherever
national institution (in US$) US$) possible.

Total
Note: Add as many rows as necessary

VI. SUMMARY OF BUDGETARY INPUTS (US$)

4See objects of expenditure in the glossary

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 Name of Activity Training Travel Docs. Equip. Contracts Others Total
(Copy from Section 2.2) Object 3 Object 4 Object 5 Object 6 Object 8 Object 9

1
2
3
4
5
6
Total

VII.PLANNED FINANCING FOR THE PROJECT/ACTIVITY

1. Indicate the amount requested from each funding source (in $US 1,000) for 1999:

Year CIDI Other OAS Executing Country (Countries) Total funding Total
Fund available
from other
institutions*
Counterpart financial Date counterpart funds
funds committed will be available
1999
* Please attach supporting documentation

2. Details of financial contributions from other institutions (in $US 1,000) during 1999:

Name of contributing institution Amount of contribution(US$)

Total

3. Estimated funding requirements if project is to take more than one year (en $US 1,000):

Year OAS Executing country Other institutions Total

(countries)

2000

2001

Total

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-8-
 GLOSSARY

Proposal: Any and all request submitted to the Executive Secretariat for Integral
Development (SEDI) for multilateral and national projects or activities
seeking financing from FEMCIDI.

Multilateral projects: Actions which involve the direct or indirect participation of

institutions in three or more OAS member states, except in specific
border development projects that could include a minimum of two
countries. The multilateral projects may be executed in only one
member state providing that they benefit all the institutions of the
participating countries.

Multilateral activities: Events that occur on a one-time basis, such as a technical

meeting, training course, seminar or workshop preferably open to
all member states or, alternatively, all those in a defined sub-
region.

National projects: Actions which involve institutions from only one member state
and have a significant impact on strengthening the development of the
country and have at least one of the following characteristics: allow
the country to participate more actively in multilateral projects,
encourage the involvement of other international cooperation
organizations, including relevant financial institutions, or also benefit
other Member States.

National activities: Events that occur on a one-time basis, such as a technical

meeting, training course, seminar or workshop, that involve
institutions from only one member state, have a significant impact
on strengthening the development of the country and have at least
one of the following characteristics: allow the country to participate
more actively in multilateral projects, encourage the involvement of
other international cooperation organizations, including relevant
financial institutions, or also benefit other member states.

Institutions: Any legally constituted not-for-profit entities in the public or private

sector [national or international]. Their participation in a project or
activity may be classified in terms of the significance of their role in
the implementation of the planned actions.

Coordinating institutions:Those entities which assume responsibility for the

administration of funds and for coordinating the overall
management of a project or activity. Their participation in the
implementation of a proposal approved by CEPCIDI is always
direct.

Executing institutions: Entities which assume technical responsibility for the

implementation of some of the actions of a project or activity.
Their participation in the technical execution of those actions is
direct. In some cases, they may also share responsibilities
connected with the execution and administration of available
funds, based on the cooperation agreements established in
programming the actions of the project or activity.
Recipient institutions: Those entities which benefit from partnership for
development, which is the result of the implementation of a project
or activity. They attend, as guests, programmed activities, such as
a seminar, course or meeting, research-related activity, etc., thus
their technical contributions are complementary. They do not
assume any responsibility for the management, coordination, or
implementation of the actions of the project or activity, thus their
participation is always indirect. It is essential to identify these
institutions in the proposal documents, since it gives a sense of the
scope and extent of the benefits to be derived from the proposal's
possible implementation.

Contributing institutions: Those national or international public or private entities

contributing directly to the execution of partnership for
development projects or activities. The contributions may be in
the form of financial, human or material resources, as well as in
the form of information. Once the respective commitments are
formalized, these contributions, as a general rule, complement
those of FEMCIDI, and the contributing institutions are only
involved in the execution of the funds that they themselves
contribute.

Justification for the proposal: The formulation of a partnership for development

project or activity proposal takes place within a context in
which one or more priority integral development needs
have been identified, as have the possibility of fulfilling
them and the aims and procedures conducive to resolving
existing shortcomings. All of these factors, as a whole,
make it possible to identify the problem which the
proposal seeks to solve through its planned actions and
resources. The justification for the proposal shall include a
description of how it relates directly to the context and
priorities in effect, the background leading to its
preparation and the specific way in which the planned
objectives satisfy at least one of the thematic priorities in
CIDI's Strategic Plan.

Integral Development A description, in the framework of the CIDI Strategic Plan

and the
General Objective: current Inter-American Programs, of the proposal's intended
benefits, overall impact, and purpose that meet the needs
specified during the process of identifying the problem. For
example, if it is determined that, in the area of employment, the
rate of underemployment is increasing among the population
over 25 years of age and that this has a negative effect on the
integral development process in the country, the general
objective would be a reduction in the rate of underemployment
in that population group.

The formulation of the general objective should take into account the
following: (1) In many cases, the project or activity developed is not
adequate to achieve the objective but only contributes to it; (2) neither does
the definition of the general objective mean that it will be achieved during
the execution periodΧit could be a long-term goal which is achieved gradually
 and as a result of a changing variety of actions, components, and factors.

The general objective is the most benchmark in the final evaluation of the
project and of its overall impact. This is generally an in-depth, ex-post
evaluation.

Specific annual objectives: These identify the results which it is hoped will be
achieved in the corresponding annual period of execution.
They put the general objective into practical terms, as an
aim to be reached in this period and provide a profile of the
possible social, economic, environmental, and population
impact, i.e. minorities, women, children, etc. They are
formulated broadly but are expressed in terms of observable
and verifiable achievements and effects. For example:
reducing the rate of underemployment by three percent
annually. The clear and unambiguous formulation of specific
objectives forms the basis of comparison for the annual
evaluation of the impact of the project or activity. By the
same token, in the case of multi-annual projects, they
provide indicators to gauge the extent to which project
execution is achieving the general objective.

Activities in the proposal:Tasks and actions which the executing institutions have to
carry out, for example: studies, consulting, meetings, training,
etc., within the framework of the assigned budget and time
periods. It is important for there to be a direct relationship
between specific objectives and activities. For each objective,
there should be at least one activity. Formulating activities, the
timetable for their execution, estimating costs for carrying them
out, and identifying their verifiable results or products are the
starting point for the proposal's plan of execution. The activities
and the sequence in which they occur should be consistent with
each other and with the planned objectives. The internal
consistency of the proposal in its totality is one of the basic
considerations in the initial evaluation of its viability.

Verifiable result or product: A description of what is expected from execution of

each of the proposal's activities, which should be expressed
in terms of completed endeavors. For example: three
systems installed, 25 persons trained, 150 chemical analysis
kits produced, two research projects completed and
published, number of books or magazines published, etc.
Together, these make up the components necessary to reach
the specific objective which serves as a reference point and
contribute to achieving the general objective. The empirical
nature of these factors is essential for performing a formal
evaluation of the activity or project.

Budgetary inputs: The budgetary cost of a service or a material component

necessary for executing a budgeted activity. In terms of expenses, the
Organization of American States classifies budgetary inputs according
to objects of expenditure. The object applicable to the formulation and
execution of proposals are:
3 Training Χ Fellowships
 4 Travel
5 Documents
6 Equipment and supplies
8 Performance contracts
9 Other costs

Training: This applies to expenses incurred in training fellowship recipients and

researchers, including costs of travel and educational materials for those
participating in seminars, workshops, and internships.

Travel: This applies to all expenses related to international and local travel,
including airline tickets, subsistence allowance, and terminal expenses for:
consultants, professors, committee members, participants in conferences and
meetings, and missions involving technical consultants and experts.

Documents: This applies to expenses for publications, translation, graphic design or

typesetting, and the reproduction of documents and publications using in-
house printing or by contract with an outside printer.

Equipment and supplies: This applies to the costs of specialized equipment

(computers, with the exception of furniture, rental of space,
etc.), vehicles, and maintenance of specialized equipment and
various supplies.
Performance contracts: This applies to expenses for hiring temporary personnel to
do a specific job, obtain a given result, or complete a task
associated with attaining a specific objective.

Other costs: This applies to expenses not identified in any of the previously
mentioned inputs. The nature and amount of these operating costs do
not justify identifying them separately in the previous objects of
expenditure. This area covers: communications costs such as telephone,
fax, messenger service, electronic mail; costs of photocopies and
publications for events such as seminars, conferences or workshops; and
honoraria for specialized technical or professional services provided for
brief periods.
 CONVENTIONAL COUNTRY CODES USED IN THE OAS
TO IDENTIFY THE MEMBER STATES
(The alphabetical order followed corresponds to the first and second letter of the code
and does not necessarily coincide with the alphabetical order of the countries complete
name)

AB Antigua and Barbuda

AR Argentina
BA Barbados
BO Bolivia
BS Commonwealth of the Bahamas
BR Brazil
BZ Belize
CA Canada
CH Chile
CO Colombia
CR Costa Rica
DOCommonwealth of Dominica
EC Ecuador
ES El Salvador
GR Grenada
GU Guatemala
GY Guyana
HA Haiti
HOHonduras
JA Jamaica
KN Saint Kitts and Nevis
ME Mexico
NI Nicaragua
PE Peru
PN Panama
PY Paraguay
RD Dominican Republic
SL Saint Lucia
SU Suriname
SV Saint Vincent and the Grenadines
TT Trinidad and Tobago
UR Uruguay
US United States
VE Venezuela