community investment and inclusion fund

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Community Investment Community Investment and Inclusion Fundand Inclusion Fund

Briefing / Consultation SessionBriefing / Consultation Session

26 February 200226 February 2002

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BackgroundBackground

Announcement in the 2001 Policy

Address

Suggestion from the Welfare Sector

“Community Care Fund”

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BackgroundBackground Social Capital

refers to the institutions, relationships, and norms that shape the quality and quantity of a society’s social interactions (World Bank definition);

help build a stronger community and enhancing social cohesion, for the development of a community of shared values, shared challenges and equal opportunities based on trust, hope and reciprocity among all its members.

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Objectives of the FundObjectives of the Fund To promote community participati

on and social inclusion, and enhance the community support network

To encourage and facilitate cross-sectoral co-operation

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Objectives of the FundObjectives of the Fund

The Fund will achieve its objectives througThe Fund will achieve its objectives through supporting projects which:h supporting projects which:

mobilize community resources to promote self-help and mutual-help in the community;

promote the integration and inclusion of social groups in the community, particularly those who are disadvantaged; and

encourage volunteerism and enhance the role and quality of the already substantial volunteer efforts which exist today.

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Proposed Eligibility CriteriaProposed Eligibility Criteria

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Nature of Projects to be SupportedNature of Projects to be Supported

Community-initiated bottom-up projects which seek to promote the broad objectives of the Fund

Applications from functional groups and those with a territory-wide application will also be considered

Not intend to support one-off consumption activities (such as banquets, picnics and trips)

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Eligible ApplicantsEligible Applicants

Welfare organisations (subvented and non-subvented) and community groups

Individuals or government departments are not eligible

Joint applications are permissible

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Eligible Applicants Eligible Applicants (Cont.)(Cont.)

Organisations should normally be registered.

For those who are not registered, preference will be given to those who are affiliated to a registered organisation or who possess a proven track record in organising public activities.

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Application RequirementsApplication Requirements

1. details of organisation ; 

2. objectives of the proposed project;

3. target groups; 

4. details of the project (including operational plan, budget and timeframe);

5. intended outcomes; 

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Application Requirements (Cont.)Application Requirements (Cont.)

6. any proposed additional monitoring and evaluation mechanism;

7. financial and staffing plan;

8. the possible future of the projects, with a focus on their sustainability;

9. contribution (in terms of volunteer time and/or money from third parties); and

10. other components.

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Assistance for ApplicantsAssistance for Applicants

Health and Welfare Bureau (the Secretariat) Home Affairs Department (including its Distri

ct Offices) Social Welfare Department (including its Distr

ict Social Welfare Offices) Hong Kong Council of Social Service Non-governmental Organisations

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Proposed Initial PrioritiesProposed Initial Priorities

Projects that:Projects that:1. carry a welfare element and focus on assistin

g vulnerable groups;2. target at the grassroots/neighbourhood level; 3. encourage community participation and buil

ding;4. are innovative or pilot new services;5. possess a longer-term social investment rathe

r than short-term consumption focus; 

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Proposed Initial Priorities (Cont.)Proposed Initial Priorities (Cont.)

6. exhibit prospects for longer-term sustainability which may produce lasting benefits for the community;

7. are in receipt of support from or in collaboration with the private sector etc.; and

8. are from organisations which have yet to be supported by CIIF.

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FundingFunding

Initial Capital: $300 Million

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Funding for individual project:Funding for individual project:

One-off capital funding or

time-limited recurrent funding or

a combination of both

Funding (Cont.)Funding (Cont.)

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Funding (Cont.)Funding (Cont.)

Level of funding per project:Level of funding per project:

No ceiling

Minimum: $20,000

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Funding (Cont.)Funding (Cont.)

We will consider supporting the staff costs and honorarium payments, where appropriate, for projects on a time-limited basis.

Any profit should be re-invested back into the project.

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Funding (Cont.)Funding (Cont.)

Projects will only be supported for a maximum of three years.

No quota on the number of projects to be supported, nor the level of allocation per annum.

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Funding Approval Funding Approval

A dedicated committee will be set up to examine and approve applications under the Fund.

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Proposed Terms of ReferenceProposed Terms of Reference

1. To advise the Secretary for Health and Welfare the most appropriate and effective means to facilitate the development of social capital in Hong Kong.

Fund Committee (Cont.) Fund Committee (Cont.)

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Fund Committee (Cont.)Fund Committee (Cont.)

Proposed Terms of Reference (Cont.)Proposed Terms of Reference (Cont.)

2. To handle applications for funding from the Community Investment and Inclusion Fund, including to examine and approve applications, to decide on the level of funding for each successful application, and to monitor and evaluate the effectiveness of funded projects. 

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Proposed Terms of Reference (Cont.)Proposed Terms of Reference (Cont.)

3. To advise the Secretary for Health and Welfare on all matters related to the administration of the Fund.

Fund Committee (Cont.)Fund Committee (Cont.)

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CompositionComposition Chairperson: non-official Non-official members: They will form the majority of

the Committee, and will be from a wide variety of sectors, including welfare, education, business, academic, grassroots, and others as appropriate.

Ex-officio members: representatives from relevant bureaux and departments.

Secretariat: Health and Welfare Bureau

Fund Committee (Cont.) Fund Committee (Cont.)

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Monitoring and EvaluationMonitoring and Evaluation

Half-yearly reports on the progress of all funded projects (including financial progress report)

Separate final evaluative report at the end of the project (including financial progress report)

Projects in receipt of funds in excess of a certain amount ($250,000) will be required to submit annual audited accounts

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Monitoring and Evaluation (Cont.)Monitoring and Evaluation (Cont.)

Visits to projects by both members of the Committee and staff of the Secretariat

External assessors

Annual Forum to review progress of the Fund to discuss a sampling of projects and to share best practices

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Thank YouThank You