TRF New Grants Model, a comprehensive ppt-by Michel P. Jazzar

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Presentation Description

The aim of this presentation is to be the most comprehensive on TRF new Grants model that to be implemented by all Rotary Clubs and Districts starting the 1st of July 2013. The presentation explains all steps required to implement new grants. It was prepared by Michel P. Jazzar, RRFC Assistant Zone 20B and Rotary International Representative to United Nations- ESCWA. Visitors can only view these slides and I hope that it will help Clubs to prepare the launching of these new grants. Comments are welcomed.

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Presentation Transcript

RI District ……. The Rotary Foundation Grant Management Seminar: 

RI District ……. The Rotary Foundation Grant Management Seminar Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Acronyms:: 

Acronyms: GMS= Grant Management Seminar FMP= Financial Management Plan Q°= Qualification DGs= District Grants GGs= Global Grants PGG= Packaged Global Grants R°= Retention MOU= Memorandum of Understanding MOC= Memorandum of Cooperation 6AOF= 6 Areas of focus. VTT= Vocational Training Team RPC= Rotary Peace Center 2

Handouts (One per Club): 

Handouts (One per Club) Club Memorandum of Understanding-MOU District Grants Guidelines Global Grants Guidelines Packaged GG Guidelines District Foundation Committee Grants Terms & Conditions TRF Code of Policies: Conflict of Interest Application for District Grant Grant Management Manual Resources

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

The Rotary Foundation New Grants Model Management Part 1 - Overview: 

The Rotary Foundation New Grants Model Management Part 1 - Overview Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

TRF Motto: 

TRF Motto 7 Doing Good in the World The Rotary Foundation is your Foundation Changing Lives

Rotary Foundation Mission: 

Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

PowerPoint Presentation: 

9 2010 2013 1 st July 2013 30 June 2013

The Rotary Foundation new grants >1st July 2013: 

The Rotary Foundation new grants >1 st July 2013

TRF New Goals: 

TRF New Goals PolioPlus Rotary Peace Centers Grants Fundraising Member education

PowerPoint Presentation: 

TRF Grants Model District Grants Global Grants Packaged Global Grants PolioPlus Rotary Peace Centers

Rotary Foundation Funding: 

Rotary Foundation Funding Investment Earnings District Designated Fund (DDF) TRF Funding SHARE World Fund Rotarian Contributions • Every Rotarian, Every Year • PH Sustaining Member • Paul Harris Fellow • Paul Harris Society • Major Donor • Arch C. Klumph Society • Bequest commitments • Life insurance • Marketable securities • Real estate • Charitable trusts or annuities • Benefactor • Bequest Society • Major Donor • Arch C. Klumph Society

Strategic Partnerships: 

Strategic Partnerships 14

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Funding

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Annual Programs Fund Contributions 2010 – 2011 + Permanent Fund SHARE earnings = $100.000 e.g. Distributable Funds - DDF 2013 – 2014 Program Year DDF

Permanent Fund Earnings: 

Permanent Fund Earnings The Trustees determine the spendable percentage of earnings. If a district has contributions designated to Permanent Fund- SHARE, the earnings are split: 50% to the World Fund 50% credited to the District’s DDF

PowerPoint Presentation: 

Annual Programs Fund Contributions 2010 – 2011 $100.000 50% SHARE 50% District Designated Fund TRF World Fund $50.000 $50.000 Distributable Funds 2013 – 2014 Program Year

PowerPoint Presentation: 

Distributable Funds 2013 – 2014 Program Year: Annual Programs Fund Contributions 2010 – 2011 $100.000 50% SHARE 50% District Designated Fund TRF World Fund $50.000 $50.000 50% (max.) 50% (min.) $25.000 $25.000 District Grants Global Grants

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20

SHARE System: 

SHARE System Unused DDF rolls forward to the next year; districts notified in August 2014-15 2010-11 2011-12 2012-13 2013-14 Unused DDF is calculated; districts notified in May Funds Raised Funds Spent

Who is involved in planning?: 

District governor District governor-elect District Rotary Foundation committee chair-DRFC Three district Rotary Foundation subcommittee chairs-DRFACs Who is involved in planning?

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23 Rotary International District ........ The Rotary Foundation District Committees  The Rotary Foundation Committees 

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Discontinued: Group Study Exchange Grants for University Teachers Ambassadorial Scholarships District Simplified Grants Volunteer Service Grants Matching Grants 3-H Grants TRF Plan Grants What’s Changed …………………….

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New: Global Grants Minimum Grant ……………...$15,000 Minimum Project Budget …...$30,000 Six Areas of Focus International & Host Rotary Partners. World Fund Match: $1 : $1 District Funds (DDF) $0.50 : $1 Club Generated Funds TRF Plan Grants What’s Changed ……………………. International sponsors for humanitarian projects are required to provide at least 30% of the total sponsor funding. This 30% requirement is based on the total contributions (cash and DDF) from the grant sponsors, and not on the total budget amount.

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New: District Grants Local or International Projects Humanitarian, Educational, Travel, Disaster Recovery DDF Match ( max. $10,000 ) $0.50 : $1 TRF Plan Grants What’s Changed …………………….

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New: Packaged Global Grants Partner Organizations Selected By TRF Large / Comprehensive / Sustainable Programs TRF Developed 100 % Funded by: -Partner Organization -TRF World Fund Match $1 : $1 Implemented by Rotarians TRF Plan Grants What’s Changed …………………….

PowerPoint Presentation: 

PolioPlus Rotary Centres for International Studies (Peace Scholars) TRF Plan Grants What’s NOT Changed …………………….

PolioPlus: 

PolioPlus Program Campaign

Rotary Peace Centers: 

Rotary Peace Centers

Rotary Peace Centers: 

Rotary Peace Centers Master’s Degree or Professional Development Certificate in fields related to peace studies and conflict resolution

Peace Centers Compare / Contrast: 

Peace Centers Compare / Contrast Remains mainly the same except that Districts can endorse as many qualified applicants as available

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33 < 1 st July 2013 > 1 st July 2013 < 1 st July 2013 > 1 st July 2013 0 1

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34

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35 >1 st July 2013

TRF chart on Club level: 

TRF chart on Club level -Grant Management: Online application, FMP, Reports, Retention. -District Grant: GSE, Scholarships, Humanitarian/MGs -Global Grant and Packaged GG -Scholarships -Peace scholarships -VTT -Fundraising -Polio Plus Challenge -Annual Programs Fund – EREY -Permanent Fund 36

Conflict of Interest: 

37 Conflict of Interest Exists when a Rotarian benefits financially or personally from a grant Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)

The Rotary Foundation New Grants Model Management Part 2 - Qualification: 

The Rotary Foundation New Grants Model Management Part 2 - Qualification Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

PowerPoint Presentation: 

Club Qualification

Club Q° Checklist: 

Club Q° Checklist What requirements does your club need to implement? What MOU requirements does your club already implement? What type of club members would be good choices to help implement the club MOU?

Qualification: 

Qualification Clubs and districts must be qualified to receive Grant Funds Proper legal, financial, and stewardship controls of Grant Funds District bank account identified by the district during the Q° Q° process is simple: Signed Club MOU (Handout at PETS) Grant Management Seminar date – location Club Q° Renewed Annually Not Delinquent with Reporting, Payment of Dues

Q° Requirements: 

44 Q° Requirements Attend a GMS Submit signed club MOU Additional district requirements

Terms of Q°: 

Terms of Q° Q° is valid for one RY Entire club is responsible. Disclose potential conflicts of interest TRF Terms and Conditions Cooperate with all audits Proper use of grant funds Grant Reporting Potential Disqualification

Maintaining Q°: 

Maintaining Q° Follow the terms of the club MOU Fully implement stewardship and grant management practices to prevent misuse of funds Appoint a club member/committee to manage club Q° Comply with Grant Reporting requirements

The Rotary Foundation New Grants Model Management Part 3 – Creating Project: 

The Rotary Foundation New Grants Model Management Part 3 – Creating Project Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Creating a Project: 

Creating a Project

Needs Assessment: 

Needs Assessment Talk with members of the community Assess your club’s resources and availability and its potential partners to meet the need Choose a project that is based on the community’s need

Club’s Project Planning: 

Club’s Project Planning Form a three -person grant committee [3years] Assign roles Set measurable and sustainable goals Create a budget Create an implementation plan [ plan A ] Have a contingency/emergency plan [ plan B ] Document retention plan

Setting Goals: 

53 Setting Goals Measurable Sustainable Qualitative (descriptive) Quantitative (numeric) Gather baseline data

Principles of Sustainability: 

Principles of Sustainability Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups

Creating a Budget: 

Creating a Budget Realistic Competitive bidding Reasonable prices Disclose conflicts of interest

Partners: 

Partners Search for Rotarians who have identified a need in their local communities Host partners should be invested in the project Good communication between the host and international partners is key

Search for Partners?: 

57 Search for Partners? ProjectLINK RI Convention Project fairs LinkedIn Matchinggrants.org/global International meetings ….

Successful Grant Projects: 

Successful Grant Projects Meet real community needs Have frequent partner communication Have implementation plan with measurable goals and outcomes Are sustainable projects that continue after grant funds have been expended Practice proper stewardship of grant funds

The Rotary Foundation New Grants Model Management Part 4 – Grants Management: 

The Rotary Foundation New Grants Model Management Part 4 – Grants Management Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

PowerPoint Presentation: 

Grants

Grant Management: 

Grant Management Meet the needs of the beneficiaries Guided by humanitarian and educational principles Administered with proper financial control Adhere to superior technical standards Fulfill grants objectives Safeguard donors’ funds

Stewardship: 

Stewardship Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Following standard business practices Reporting of irregularities to TRF Implementing projects as approved Financial records review Timely submission of reports Retention of documents

Financing Guidelines: 

Financing Guidelines Club generated contributions must come from or be raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor

How will your Club implement the Financial Management Plan FMP?: 

How will your Club implement the Financial Management Plan FMP ? 66

PowerPoint Presentation: 

Club account for grant funds [e.g. RC … name….. Grants] Bank monthly statement mailed to Club. 2 Rotarians signatories: Rotarian expert + Club President Succession Plan: Board selects 2 Rotarians to succeed to the current 2 signatories Store a record on the succession plan with HS or in Club’s office. 67

PowerPoint Presentation: 

FMP worksheet [post on a Retention link]  several templates to maintain financial data, make it easy to truck by the Club: *General ledger *Income & Expense statement *Balance Sheets *Bank account reconciliation 68

Sponsor Criteria: 

Sponsor Criteria District s involved must be qualified by TRF . Club s involved must be qualified by their districts . Districts and all grant committee members must be in good standing with RI and TRF . When acting as a primary sponsor , each district or club is limited to 10 open grants at a time . DGs GC : 3 Rtns.  DG+DRFCC+DGSC. For GGs: Host and Int. primary sponsors  GC of 3 Rtns. All members of the GC must come from the primary sponsor club , if club sponsored, or district , if district sponsored. 69 Grant Committee GC

The Rotary Foundation New Grants Model Management Part 5 – Apply for a grant: 

The Rotary Foundation New Grants Model Management Part 5 – Apply for a grant Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Applying for a Grant: 

Applying for a Grant

PowerPoint Presentation: 

Q Online DISTRICT 24 52 PROJECT SPONSORS ROTARY CLUB TRF WORLD FUND MOU Q DDF MOU Q District  TRF  Clubs Clubs  District TRF District CLUB DDF

General Criteria: 

General Criteria Relate to the mission of TRF Active participation of Rotarians Liability to TRF or RI for the funding amount of the grant only Adhere to the governing laws of the US and the country where the activity is taking place . Expenses may not be incurred before TRF approval. Demonstrate sensitivity toward another country’s/geographic area’s tradition and culture Comply with the Conflict of Interest Policy for Grant Comply with the policy regarding the proper use of Rotary Marks 75

Additionally, district grants: 

Additionally, district grants Support local and international humanitarian and service projects, scholarships, and VTT. Can fund projects and activities in Rotary and non‐Rotary countries and geographic areas. 76 MGs or GSE

Additionally, global grants: 

Additionally, global grants Relate to one or more of the 6 areas of focus Support humanitarian projects Provide scholarships Support VTTs Provide sustainable outcomes Provide measurable outcomes and account * Take place in Rotary countries and geographic areas Develop stronger Rotary networks of clubs and districts Primary host sponsor + Primary international sponsor 77  * http://www.rotary.org/RIdocuments/en_pdf/fv_global_grants_monitoring_evaluation_toolkit_en.pdf

Applying for Global Grants: 

Applying for Global Grants Submit grant proposal and application through Member Access Must meet goals of area(s) of focus- AOF Must be sustainable Must involve Rotary clubs in 2 countries Minimum project budget of US$30,000 District must confirm club is qualified

Six Areas of Focus: 

Six Areas of Focus Basic education and literacy Disease prevention and treatment Maternal and child health Water and sanitation Economic and community development Peace and conflict prevention/resolution View an Areas of focus overview e-learning module

6 Areas of Focus: 

6 Areas of Focus Goodwill and Peace 1. Peace and Conflict Prevention/Resolution Health 2. Disease Prevention and Treatment 3. Water and Sanitation 4. Maternal and Child Health Education 5. Basic Education and Literacy Alleviation of Poverty 6. Economic and Community Development

Global Grants by Area of Focus ~FV: 

Global Grants by Area of Focus ~FV

Application Process: 

Application Process Club qualifies Club submits club-developed global grant proposal online TRF reviews proposal for initial approval Club submits global grant application District approves online TRF reviews for final approval

PowerPoint Presentation: 

83 www.rotary.org Member Access

Member Access Portal: 

Member Access Portal 84

PowerPoint Presentation: 

85

Global Grant proposal: 

Global Grant proposal 86

Proposal Content: 

Proposal Content Sponsor information Community needs (except scholars) Description of activity/project Alignment with Areas of Focus-AOF Estimated budget and financing 87

Application Content: 

Application Content Contact information Measurability and Sustainability Final budget and financing Additional information from scholars, VTTs Authorizations 88

PowerPoint Presentation: 

At Least One of Six Areas of Focus Host and International Rotary Partners Minimum Project Budget $30,000 Minimum TRF Grant $15,000 Maximum TRF Grant $200,000 District Match $1 DDF (maximum $20,000 ) to $1 Cash TRF World Fund Match: TRF World Fund $1 to DDF $1 TRF World Fund $0.50 to Cash $1 Global Grants Guidelines

Additional Guidelines: 

Additional Guidelines No more than five global grants may be approved in a Rotary year for projects involving a single cooperating organization, with the exception of scholars studying at a particular university. 90

Global Grant Financing: 

Global Grant Financing Rotary club/s generated contributions District Designated Fund/s- DDFs Rotary Foundation World Fund award Non-Rotarian cash contributions (not sent to or matched by the Foundation) International sponsors for humanitarian projects are required to provide at least 30% of the total sponsor funding.

Financing Guidelines: 

92 Financing Guidelines Contributions raised by Rotarians Funds cannot be raised from beneficiaries in exchange for a grant Funds cannot come from other grants Contributions credited to donor

Global Grant Funding: 

Global Grant Funding Club/s generated contribution 10,000 District Match (DDF $1 : $1) max. $20,000 10,000 TRF World Fund Match min. $15,000 Club/s Generated Funds ($0.50 : $1) 5,000 District Funds DDF ($1 : $1) 10,000 US $ Total Funding ( excluding Non-Rotarian Contribution ) 35,000

The Global Grants Website: 

The Global Grants Website http :// www.matchinggrants.org/global Enables posting of project description and budget and online engagement with clubs around the world for buy in and contributions Enables tracking project progress by all partners through posts

GG-Vocational Training Team: 

GG-Vocational Training Team Capacity building is the key The process of developing and strengthening the knowledge, skills, and abilities necessary for individuals and communities to achieve sustainable development.

GG-VTT: 

GG-VTT VTT Member Pre-departure Orientation-ppt Participants sign an application Detailed travel itinerary: Travel Schedule, daily Itinerary, accommodations. 96

Vocational Training Teams: 

Vocational Training Teams There is no maximum team size, but a minimum of one Rotarian team leader and three non-Rotarian participants are required per team. Develop your team according to the goals of your grant. There are no age restrictions for participants. Instead, selection is based on expertise within the identified area of focus . All participants on a single team must have careers linked to the goals of the grant , but they are not required to have the same professions.

GG-Scholarship: 

GG-Scholarship Scholar Pre-departure Orientation-ppt Language Proficiency Requirement Participants sign an application Scholarship types Timeline Eligibility: 6AOF Reporting requirements: Rotary and students Post-scholarship International and Host sponsors responsibilities 98

FAQ on GG-Scholarship or VTT: 

FAQ on GG-Scholarship or VTT Question : How is a scholarship funded under global grants? Answer : There must be a minimum request of US $15,000 from the World Fund for a total scholarship or vocational training team budget of US $30,000 . 99

FAQ on GG-Scholarship: 

FAQ on GG-Scholarship Question : How do we decide on the final budget for a global grant scholarship? Answer : The minimum budget for global grant scholars is US $30,000. The scholar should work with their sponsor Rotarians to develop a budget that includes tuition and other expenses like room and board, international travel, books, etc. Also, consider the number of years the scholar will be studying within this grant. 100

FAQ on GG-Scholarship: 

FAQ on GG-Scholarship Question : How is funding handled for a US $25,000 scholarship? Answer : Global grants have a minimum budget of US $30,000, so a US $25,000 scholarship would be funded with a district grant. District grants are funded entirely with DDF There are great options for scholarships: Degree programs Students studying locally (district grants) Students can pick their schools, not TRF. 101

FAQ on GG-Scholarship: 

FAQ on GG-Scholarship Question : Can family members of Rotarians receive a global grant scholarship? Answer : No, lineal descendants of Rotarians cannot receive scholarships from either district or global grants. 102

GG: Microcredit and Revolving Loans: 

GG: Microcredit and Revolving Loans Management of loan capital, training . Submit the microcredit supplement form Partner with reputable and established cooperating organizations/microfinance institutions Interest and fees generated by microcredit or revolving loan fund capital used for administrative expenses that directly support the project. If the project is terminated before the Foundation’s reporting requirements are met, grant funds must be returned to TRF. TRF will not fund loan guaranty systems. 103

Global Grants Business Cycle : 

Global Grants Business Cycle 104 All proposals and applications will be made on-line via Member Access.

Will the Foundation's World Fund continue to support smaller projects?: 

Will the Foundation's World Fund continue to support smaller projects ? Not directly. The World Fund is largely used to support GGs, which are larger , long-term, sustainable development projects aligned with the AOF. The minimum project cost for GGs is US$30,000. However, clubs and districts that wish to undertake smaller projects may use district grants , which are funded through the DDF. 105

District Grant - DG: 

District Grant - DG Funds projects and activities that do not relate to the AOF or meet the minimum grant amounts for RF GG. Support projects and activities funded by local Scholarships, GSE and VTT not related to the areas of focus. Districts may apply for a grant up to 50 percent of available DDF in a given year, Uncommitted balance of DDF could be added to the DDF portion of a club- and district-developed global grant application for a larger World Fund match. 106

District Grants: 

District Grants Simple, flexible, innovative Educational and humanitarian projects / activities consistent with TRF mission Smaller activities and projects Local decision making District Grants Guidelines

Rotary Foundation Mission: 

Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

District Grants Guidelines: 

District Grants Guidelines Local or International Projects Rotary or Non-Rotary Partner Grant Applications Processed Locally District Match $0.50 DDF ( maximum $10,000 ) to $1 club generated funds No TRF World Fund Match Other guidelines?

PowerPoint Presentation: 

Sample of projects funded by District Grants (local and international) Plantation of trees Renovation of an orphanage Supply of equipments to a gynecology department in a hospital Renovation of the kitchen at antidrug association

VTT or GSE: 

VTT or GSE There is no GSE under new RF grants, the VTT has an entirely different concept and purpose, more in line or as an adjust to a humanitarian project. However districts can have a GSE funded by district grants on their own without support groom global grants 111

District Scholarship: 

District Scholarship 112 Districts may develop their own criteria for selecting scholars, determine the amount of the award, and support students attending local universities, as there is no international requirement. District grants have no restrictions on the level (university or graduate), length, location (local or international) or area of study. No restrictions on the dollar amount for the scholarships

District Grants Business Cycle : 

District Grants Business Cycle 113 Districts are allowed only one open district grant at a time. Past district grants must be closed before a subsequent grant is paid. from 1 July to 15 May

Differences between DGs and GGs: 

Differences between DGs and GGs Conditions Payments Grant activity examples 114

1.Conditions: 

1.Conditions 115 Quantitative measures are expressed in numerical terms Qualitative measures are those that are difficult to tally or express in numerical terms.

2.Payments: 

2.Payments District Grants If sponsors do not meet all payment requirements by 15 May of the implementation year, the grant will be canceled. Global Grants If a grant project is cancelled after the project sponsors receive payment, all remaining grant funds must be returned to TRF. 116

PowerPoint Presentation: 

3.Grant activity examples District Grants Global Grants International travel for local doctor to volunteer. Scholarship for student to attend local university. Donation of art supplies to assist local youth. Mixed profession vocational training teams Shelterbox containers. Other Examples ? International safe drinking water, sanitation, and hygiene education Sponsorship of Rotary Scholar to Study Abroad. International malaria project Single vocation Rotary Vocational Training Team sent abroad Other Examples ?

Quick Comparison: 

Quick Comparison District Grants Application process with the District Can be local No partner required Max $....... From DDF ? No TRF match No Paul Harris credit No qualification required? Smaller projects Global Grants Application process with The Rotary Foundation Must be international Partner is required Max $.......... From DDF ? TRF match Paul Harris credit Clubs must qualify Bigger projects Slide 118

Packaged Global Grants: 

Packaged Global Grants 119

Why Package?: 

Why Package? Demonstration projects Rotary visibility and promotion in partnership with other global organizations Participation opportunities for clubs with limited resources for clubs with lack of familiarity with TRF

What are Packaged Global Grants?: 

What are Packaged Global Grants? Pre-designed projects funded by the World Fund and the Strategic Partner [SP], no DDF required Can include scholarships , humanitarian projects, and VTT Rotarians can focus their talents and energies on implementation Funded 100% by TRF and S.P

What are Strategic Partners?: 

What are Strategic Partners? NGOs, universities, corporations Global scope/capacity of work Expertise in an AOF Formal/Official relationship to secure resources Enhance Rotarians’ service opportunities Through Packaged Global Grants

PGGs: Example activities: 

PGGs: Example activities Partnering with an international organization to distribute biosand water filters for villages that need clean water Partnering with an internationally recognized university to provide graduate students with the opportunity to study infectious disease and maternal health Partnering with international organizations and respected universities to provide vocational training to health workers in poor countries 123

PGG Funding: 

PGG Funding World fund: $165,000. Cash/in-kind donations from a strategic partner could increase this total. DDFs Allocations 124

RI Strategic Partners: 

RI Strategic Partners 125

RI Strategic Partners: 

RI Strategic Partners Oikocredit Aga Khan University Mercy Ships UNESCO-IHE 126

PowerPoint Presentation: 

Oikocredit Provides funds to microfinance institutions Headquarters in the Netherlands Economic and Community Development Area of Focus

Network of local offices in 35 countries: 

Network of local offices in 35 countries Africa Asia Latin America Eastern Europe and Central Asia East Africa Kenya 1 , Tanzania, Uganda Southeast Asia Cambodia, Philippines 1 Mexico, Central America and the Caribbean Costa Rica 1 , Dominican Republic, El Salvador, Guatemala, Honduras, Mexico, Nicaragua Eastern Europe and Central Asia 1 Bulgaria, Kyrgyzstan, Moldova, Romania, Russian Federation, Slovakia, Ukraine West Africa Benin, Côte d’Ivoire 1 , Ghana, Mali, Nigeria, Senegal India India 1 South America – northern region Colombia, Ecuador, Peru 1 South America – southern region Argentina, Bolivia, Brazil, Paraguay, Uruguay 1 1 Country with regional office/RDC. Oikocredit International and the RDC for Eastern Europe and Central Asia are located in the Netherlands.

PowerPoint Presentation: 

Developing Local Entrepreneurs: Packaged Grant with Oikocredit Connection between local Rotary clubs and microfinance institutions Training activities – humanitarian projects Application instructions available at rotary.org

Project partners also support community: 

Project partners also support community Women training groups Financial education Schools or daycare Youth education Medical facilities

Successful Oikocredit/Rotary cooperation : 

Successful Oikocredit /Rotary cooperation With Rotary support, farmers in community: - improved quality - increased productivity received training - upgraded farm structures Support included six weeks training of Dairy Extension Officers in charge of practical farmers training on hygiene, quality standards and animal health management

Strategic partners: Rotary and Oikocredit : 

Strategic partners: Rotary and Oikocredit Respond to real economic development needs of local communities 6 to 8 microfinance partners with community programs or plans identified by Oikocredit each year Start with microfinance partners in India, the Philippines and Uruguay Local Rotary clubs will apply for a packaged global grant Together with local Rotary clubs, the microfinance partners of Oikocredit become even bigger stakeholders in meeting needs of members of their communities

What: Scholarships, Mentorship & Vocational Training Teams Where: East Africa to Start Field: Nursing & Midwifery Status: MOU Signed April 25, 2011 The Partnership

PARTNERSHIP IMPACT : 

PARTNERSHIP IMPACT Improved Maternal and Child Health in East Africa Builds Much Needed Healthcare Capacity in Region Helps achieve United Nations Millennium Development Goals

PowerPoint Presentation: 

Advancement of women Early childhood development Problem-based research Quality education Focus on Health, Education, Arts & Sciences The Aga Khan University Hospital School of Nursing Medical College Institute for Educational Development (IED) Institute for the Study of Muslim Civilizations, UK The Aga Khan University Examination Board Faculty of Arts and Sciences Aga Khan University

PowerPoint Presentation: 

Aga Khan University Operates 11 campuses in eight countries Curriculum reflects local community needs Maternal and Child Health Area of Focus

PowerPoint Presentation: 

Improved Healthcare Access & Delivery of Quality Healthcare – Especially in Rural & Informal Settlements Impact on the Frontlines: HIV/AIDS Child & Maternal Health Infectious Diseases

PowerPoint Presentation: 

Nursing Scholarships: Packaged Grant with AKU Students studying at campuses in Kenya, Uganda, and Tanzania Scholarships for nursing Maternal and Child Health Area of Focus Application instructions available at rotary.org

Training Health Educators: Packaged Grant with AKU: 

Training Health Educators: Packaged Grant with AKU Vocational Training Teams to enhance the skills of university-level nurse educators Provide training in either Kenya, Uganda, or Tanzania Maternal and Child Health Area of Focus Application instructions available at rotary.org

PowerPoint Presentation: 

Mercy Ships Operates hospital ship Africa Mercy In port for one year Disease Prevention and Treatment Area of Focus

PowerPoint Presentation: 

Medical Service and Training: Packaged Grant with Mercy Ships Activities support work through the Africa Mercy Upcoming ports in Togo and Guinea Vocational Training Teams Application instructions will be available at rotary.org

PowerPoint Presentation: 

UNESCO-IHE Largest post-graduate water education institution Global student body Located in the Netherlands Water & Sanitation Area of Focus

PowerPoint Presentation: 

Water Scholarships: Packaged Grant with UNESCO-IHE 8 Scholars will study in the Netherlands Focus on building long-term connections in the student’s home country Application instructions are available at rotary.org

Cooperating Organizations MOU or MOC: 

Cooperating Organizations MOU or MOC With District and/or Rotary Club 144

MOC – MOC /Staff: 

MOC – MOC /Staff 145 Dori DINSMORE Senior Supervisor S trategic P artnerships dori.dinsmore@rotary.org Fax: +1 847.556.2177 Tel: +1 847.424.5242

Guidelines for partnerships: 

Guidelines for partnerships Cooperating organizations are reputable . Provide expertise, infrastructure, advocacy, training, education, or other support for the grant. Comply with all reporting and auditing activities required by TRF Five global grants . 146

DGs with Cooperating organizations : 

DGs with Cooperating organizations District Grants: All funding provided to cooperating organizations must be used for specific project activities, and the district must maintain an itemized report of such activity. 147

GGs with Cooperating organizations: 

GGs with Cooperating organizations Global Grants Sponsors of grants must provide a (MOU) at the time of application signed by both primary sponsors and the cooperating organization. 1. Grant is initiated, controlled, and managed by the RCs or districts 2. Cooperating organization is reputable and responsible and acts within all governing laws 3. Delineating the activities of each party involved 4. Agreement from the cooperating organization to participate in any financial review by the Foundation of activities connected with the grant. 148

The Rotary Foundation New Grants Model Management Part 6 – Implementation & Evaluation: 

The Rotary Foundation New Grants Model Management Part 6 – Implementation & Evaluation Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Project Implementation: 

Project Implementation

Successful Project Implementation: 

Successful Project Implementation Communication Following original plan Financial management Record keeping

Eligibility Criteria: 

Eligibility Criteria 154

DGs and GGs can fund: 

DGs and GGs can fund Construction of infrastructure including Renovation, repair, and refurbishment of structures Purchase and distribution of contraceptives for use in disease prevention and maternal health projects International travel for scholars, VTT Domestic travel for scholars, VTT ~to projects Direct costs, fees, contracted labor costs, stipends, or honorariums ~to projects Activities involving vaccines and immunizations Medical camps and lifesaving surgeries +follow up. 155

Additionally DGs can fund: 

Additionally DGs can fund International travel for project planning and direct service The removal of land mines Administrative expenses, up to 3 percent of the grant award, necessary for grant implementation. 156

Timelines and Applications: 

Timelines and Applications 157

District Grants: 

District Grants See District requirements 158 Proposal Deadline set by district GMS and MOU can be required by the district

PowerPoint Presentation: 

159 2016 2013 2014 2015 2013 2014 2015 2016 If the club begins planning Jan 2013 If the club begins planning April 2013 If the club begins planning April 2014

Global Grants: 

Global Grants Online proposal [rolling basis throughout the RY] Proposal must be accepted by TRF If approved  application submitted by 6 months . Payment requirements must be met within 6 months of approval or the grant will be canceled. Grants must be implemented within 12 months of payment . If the application includes international travel , it must be submitted at least 90 days prior to departure . 160

Applications for scholarships: 

Applications for scholarships University admission to a graduate‐level program or Letter of invitation to conduct postgraduate‐level research . Admission that requires a guarantee of financial support is acceptable. 161

VTT: 

VTT 1.Teams composed of : 1 RTL + 3 non‐Rotarian members [2 years work experience in the AOF] 2. Consideration if more than one team is traveling under a single grant. 162

Financial Management Plan: 

163 Financial Management Plan Bank account for funds Distributing funds Use checks/bank cards to track funds Detailed ledger Include local laws

Evaluation: 

Evaluation Ongoing during project implementation and after completion Based on goals set for the project Assists with reporting requirements Use findings to improve future projects and identify successes you can promote

The Rotary Foundation New Grants Model Management Part 7 - Reporting: 

The Rotary Foundation New Grants Model Management Part 7 - Reporting Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Grant Reports !: 

Grant Reports !

Global Grant Reports: 

Global Grant Reports Report to TRF; copy to the District Document Retention : [Google account, Drop Boxes…] Progress reports Within 12 months of first payment Every 12 months through the life of the grant Final report within 2 months of completion Retain documents for 5 years

Global Grant Reports: Content: 

Global Grant Reports: Content How both partners were involved Type of activity: humanitarian project, scholar, VTT Evaluation of project goals and how funds met the goals of the AOF How funds were spent Number of beneficiaries and how they benefited

District Grant Reports: 

District Grant Reports Progress reports Within 12 months of first payment Every 12 months through the life of the grant Final report within 2 months of completion Report to the District Document Retention [Google account, Drop Boxes…] District ……. reporting requirements? Retain documents for 5 years?

District Grant Reports: Content: 

District Grant Reports: Content How both partners were involved Type of activity: humanitarian project, scholar, VTT/GSE Evaluation of project goals and how funds met the goals of the AOF How funds were spent Number of beneficiaries and how they benefited

The Rotary Foundation New Grants Model Management Part 8 – Retention documents: 

The Rotary Foundation New Grants Model Management Part 8 – Retention documents Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B 2009-2011

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Agenda: 

Agenda Overview of TRF New Grants model Club Qualification: MOU Creating a Grant Project Grants: Management & Stewardship Applying for a grant: DG, GG, PGG Implementation and Evaluation Reporting Retention

Retention: Best Practices: 

Retention: Best Practices Have 3 main sections of files: Q°, GGs, DGs. Keep additional copies . Electronic copies accessible through a shared network. Make sure to back up electronic files regularly Keep extra copies in a location other than where the originals are stored. 176 If you have questions about document retention, the club MOU, or the qualification process, please contact your district or TRF staff at fvqualification@rotary.org

Storage services: 

Storage services 177 http://docs.google.com www.dropbox.com www.box.net www.mesh.com http://sync.live.com Retain for a minimum of five years

Resources: 

Resources District RF Committee: Chair + subcommittees www.rotary.org , District web, ... Webinars, e-learning modules Social media discussions: LinkedIn, ... TRF Newsletter District Governor : .................. RRFC - Regional Rotary Foundation Coordinator zone 20B, ARRFCs ..............................., ............................... Rotary Coordinator zone 20B: ............................... Rotary Foundation Staff: Global Grants: ...................... District Grants: ..................... Packaged GG: ..................... Qualification: .................. MOU: ..................... Assistant Governors

Resources - Publications : 

Resources - Publications General TRF resources District training manual addenda (PDFs) Qualification resources Grant management resources 179 http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/Resources.aspx

RI website Links*: 

RI website Links* http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_district_grants.aspx http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_packaged_global_grants.aspx http://www.rotary.org/en/ServiceAndFellowship/collaborate/otherorganizations/Pages/ridefault.aspx http://www.rotary.org/en/AboutUs/RotaryInternational/WhoWeWorkWith/Pages/ridefault.aspx http://www.rotary.org/en/AboutUs/RotaryInternational/WhoWeWorkWith/Pages/Representativenetwork.aspx * Regularly updated on RI website

Other helpful Links: 

Other helpful Links http://www.frankdevlyn.org/FutureVision/fvp-overview.htm 181

PowerPoint Presentation: 

Q: What will Future Vision be called after its launch? A: The Rotary Foundation of Rotary International

Resume: 6I: 

Resume: 6I In need: The project is a c ommunity need Involvement: Rtns, community, partners Interest: Avoid Conflict of interest Inventive: a leader’s principle Irascible: respect rules, stewardship, Impact: image of Rotary: community, Club, media 183

What can you do?: 

What can you do? Learn  web, … Train  GMS Qualify  MoU Engage  needs, funds, partners Apply  online

Groups Activity: 

Groups Activity Club Qualification Creating project plan Applying plan Financial management plan Record keeping plan 186

Groups Activity: 

Groups Activity Club Qualification Creating project plan Applying plan Financial management plan Record keeping plan 187

Group Activity-1: 

Group Activity-1 Topic: Club Qualification Discussion Questions: What are the benefits of the club’s Q°? What are the required steps? Who will be responsible? What may you do if something goes wrong?

Groups Activity: 

Groups Activity Club Qualification Creating project plan Applying plan Financial management plan Record keeping plan 189

Group Activity-2: 

Group Activity-2 Topic: Creating project plan Discussion Questions: What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

Groups Activity: 

Groups Activity Club Qualification Creating project plan Applying plan Financial management plan Record keeping plan 191

Group Activity-3: 

Group Activity-3 Topic: Applying plan for DG for GG for PGG Discussion Questions: What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

Groups Activity: 

Groups Activity Club Qualification Creating project plan Applying plan Financial management plan Record keeping plan 193

Group Activity-4: 

Group Activity-4 Topic: Financial Management Plan -FMP Discussion Questions: What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?

Groups Activity: 

Groups Activity Club Qualification Creating project plan Applying plan Financial management plan Record keeping plan 195

Group Activity-5: 

Group Activity-5 Topic: Record keeping plan Discussion Questions: What are the benefits of creating this plan? What are the implementation steps? Who will be responsible? What will you do if something goes wrong?