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FBI VOL00009
NO Norja
EFTA00972538
3 pages
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From: Terje Rod-Larsen To: mleevacation@gmail.com"' <Jeevacationgginail.com> Subject: Fw: Funding proposals from Amy Carter, Gates Foundation Date: Thu, 10 Oct 2013 17:02:26 +0000 From: David Witt Sent: Thursday, October 10, 2013 12:39 PM To: Terje Rod-Larsen Cc: Andrea Pfanzelter; Camilla Reksten-Monsen Subject: Funding proposals from Amy Carter, Gates Foundation Dear Terje: As requested, here were the 2 funding proposals made by Amy Carter: 1. In Seattle, on September 11, at the close of our meeting with Amy and colleagues at the Gates Foundation (written by Amy on whiteboard; IPI staff copied in notes): a. General support of $1 million for immediate approval, with funding beginning in October (but no timeline/term given); b. Project support (polio, peace & health, and Middle East) of $4 million over 3 years (2014-16). We asked whether 1 year (2014) was possible, and Amy said they could consider it. 2. 9 days later (September 20), by email to Andrea, proposal for different amounts and timelines for general and project support, as follows: From: Amy Carter < Date: September 20, 2013, 0:14:59 EDT To: "Andrea Pfanzelter Cc: Melissa Covelli West • Paul Facchini Subject: Discussion today/next steps Dear Andrea — I am hopeful you are well and that everything in NYC preparing for UNGA is going smoothly. We are still looking into the possibility of whether Bill may be able to participate in your impressive event Sunday evening. It was a pleasure to host you and your team last week in Seattle. Thank you for making the trek out here. I think the time was really valuable and productive; our entire team was really pleased to learn more about IPI and your capacity and capabilities. It's going to be terrific to have you as a partner in advancing our work and shared missions, particularly as it relates to polio. To this end, you know the foundation's Polio team met with Bill today. Among other agenda items, we discussed our planned grant to IPI and are pleased that Bill fully concurred with where we ended at the conclusion of our meeting last Wednesday. EFTA00972538
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Specifically Bill agreed to the following: Total of $5M over 3 years structured into two grants: Grant #1 = General Operating Support (approved/paid by Oct. 15') to be spent between October 2013 — October 2016. As we discussed, we strongly believe this would be at least $1M, but could increase to $2.5M if you think that would be helpful, particularly given the longer time period. Note that there will need to be some coordination with other partners on the polio piece of this, but we can discuss the specifics when we speak next. Grant #2 = Project Support for Polio as well as the Peace and Health and Middle East work. This would be $2.5M - $4M depending on the total for Grant #1. The exact details of this grant still need to be discussed between our respective organizations to ensure we strike the right balance between your existing and new initiatives (e.g. new office in Bahrain) and some of the specific work we'd like done in polio on the analytics, particularly in Somalia where we have the greatest current gaps. I would anticipate that assuming we can work with you all on the proposal for grant #2 in the near future (mid-October?) this second grant could be paid in early 2014. We will target getting you a bit more detail on the work that we would like to see incorporated in a proposal for this work by the end of September month. Once you are all back in your respective home bases, please let me know couple good dates/time we can talk about the second proposal/grant. Which reminds me, I have two weeks of travel coming up (Washington DC next week, back to Seattle for a couple days and then to Ghana for about a week) so realistically, catching me the second week of October will be best for a phone call about the second grant proposal But that said you should not worry that my travel schedule will hold up things with the general operating support/grant #1; we can find time to talk about that next week as you are available and Paul and other staff can keep the paperwork moving, even in my absence. Obviously the second grant will take a bit more time and discussion. Please let me know how this all sounds and don't hesitate to call me on the phone tomorrow/over the weekend if you'd like to discuss anything. My cell is Thank you so much, Andrea. I look forward to working with you in the upcoming years. Sincerely, Amy Amy K. Carter Deputy Director I Family Interest Grants Executive Office V +1. E Bill & Melinda Gates Foundation www.qatesfoundation.orq EFTA00972539
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David Witt Director, Finance & Administration International Peace Institute 777 United Nations Plaza, 4th Floor New York, NY 10017 Fax + direct) Fax: +11a www.ipins .org www.theglobalobservatory.com EFTA00972540