Concept
Pre-Proposal
Investment Development
Management & Close
Concept Memo
Use this form to articulate the concept, anticipated outcomes, and other requested information for the proposed investment.
The Concept Memo should be no longer than four pages in length.
This is a pre-proposal shaping document and not a commitment by the Bill & Melinda Gates Foundation to fund the work.
General Information
Investment Title
Investment Duration (Months)
Proposed Investment Amount
($U.S.$)
$
Prospective Grantee/Vendor Information
Organization Legal Name
Mailing Address
Street Address 1
Primary Contact Name
Street Address 2
Primary Contact Title
Street Address 3
Primary Contact Email
City
Primary Contact Phone
State / Province
Zip / Postal Code
Country
Tax Status (If known &
applicable)
Select one...Select one...
Refer to Tax Status Definitions
U.S Employer Identification
Number (EIN) (If applicable)
[##-#########]
Submission Information
Date Submitted
[Click here to enter a date]
☐ Submitted by same as above
Submitted by Contact Name
Submitted by Contact Email
Submitted by Contact Title
Submitted by Contact Phone
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© 2014 Bill & Melinda Gates Foundation
Concept Memo 6/16/14
Concept Details
1. Project Scope
Describe the concept and the overall approach you will take to achieve the intended results of this project. A detailed implementation plan
is not needed at this stage.
2. Investment Outcomes
Explain what difference(s) this project will make by answering the following questions: What is the primary outcome(s) or result(s) this
investment will achieve or significantly contribute to? How will you know when that result(s) has been achieved (how will the result be
measured)? What are the critical outputs or intermediate outcomes that will lead to these results?
3. Organizational Fit
What experience does your organization have to implement the proposed work?
4. Risks/Challenges
Describe your initial view of challenges to the success of this project and any early thoughts on mitigation.
Privacy and Non-confidentiality Notice
The foundation is required by the IRS to publish a list of its grants. We may also provide a general description of our grants and contracts on our web
sites, in press releases, and in other marketing materials. Subject to the foundation’s Privacy Policy, the foundation may also share information you
provide to us (either orally or in writing) with third parties, including external reviewers, key partners and co-funders. This document is subject to the
foundation’s Terms of Use.
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© 2014 Bill & Melinda Gates Foundation
Concept Memo 6/16/14