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Guidelines
| Download Guidelines |
Thematic Focus
UBS Tsunami Relief Fund (TRF) donations will concentrate on projects that address specific medium and long-term rehabilitation efforts in the areas affected by the disaster. Within this remit, we will focus on particular fields in order to ensure maximum impact and a sense of identity with the projects we support.
Education (Training the trainers / Widening access to education)
Community Regeneration
Environment
TopOverall Guidelines
The project / organization should offer potential for long-term and multi-faceted partnership (i.e.: not only funding but, where appropriate, in kind, volunteer support etc).
The organization must comply with established quality standards.
The project / organization should have communications potential for UBS.
Consideration will be given to projects whereby UBS's donation can leverage extra resources.
The Committee will consider both capital and revenue projects.
Groups awarded grants are expected to be fair and inclusive when promoting and running their activities.
The UBS TRF Committee's decision is final.
Restrictions
UBS Community Affairs guidelines preclude donations to:
Individuals
Political groups or activities promoting political beliefs
Animal rights / advocacy organizations
Religious activities
Endowment appeals
Replacing public funds
Retrospective funding, ie activities taking place before January 2005
Deficit funding or repayment of loans
Organizations discriminating between people of different religious or ethnic groups.
Any organization which cannot meet our due diligence requirements
Due Diligence
As part of its wider compliance and corporate responsibility programme, UBS will seek assurance as to the absolute integrity and reliability of organizations it chooses to partner. This will include the requirement for two or more of the following:
The annual review / report
Your most recent audited accounts
References from other donors
Written confirmation of measures in place to ensure the funding provided will reach the proposed beneficiaries
Full details of charity commission and/ or inland revenue registration, including the organizations registered objectives and constitution.
A grant eligibility form from the UK Charities Aid Foundation or our Compliance teams in Asia Pacific.
Child protection policy, where appropriate
Project assessment / feedback
The project / organization must be in a position to provide high quality feedback on the impact of our donation and employee involvement. This feedback should comprise a combination of
First hand assessment: opportunities for UBS employees / UBS representatives to visit the project.
Regular, written feedback including, where appropriate, numbers of people reached by the project and or / statistical evaluation. Frequency of feedback to be agreed.
Financial information regarding the expenditure of the grant.
External auditing
Size of projects
The Committee aims to select a small number of organizations ("core partners") in the countries mentioned above.
Large projects
We are looking for up to six major projects (up to US$600,000) to support in countries that were affected by the tsunami but where UBS also has a business presence. This should enable the firm to leverage extra resources to support chosen projects and involve our employees as volunteers.
Small projects
We have put aside funds for smaller scale projects (up to US$50,000). We will operate to the same guidelines as above.
Sustainability
UBS seeks relationships with our core partners that are long-term and where we can offer sustainable value. The Committee will therefore consider both single and multi-year commitments.
Volunteering
We believe employee engagement is one of the strengths of UBS's award-winning Community Affairs programme. Our employees can contribute to charities, schools and voluntary organizations in a number of ways
Project management
Providing business expertise (e.g.: accounting, business planning, human resources, premises management) for charities and organizations' as mentors or trustees / board members
IT (infrastructure or web site development)
Developing marketing materials
Educating charity beneficiaries (e.g.: in maths, accounting, literacy, business skills, IT, leadership)
Working as a team to renovate or decorate premises
Organizations that find viable, creative ways in which to involve our employees in projects will be given consideration.
Important legal information - please read the disclaimer before proceeding.
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
© UBS 1998-2008. All rights reserved.
Privacy Policy
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