The Rotary Foundation 2013 Our Next Century of Service D5030 Grants Management Seminar February 23,...

The Rotary The Rotary Foundation Foundation 20132013

Our Next Our Next Century of Century of ServiceService

D5030 Grants Management SeminarFebruary 23, 2013

Rotary International Theme for Rotary International Theme for 2012-132012-13

Global Peace ForumsGlobal Peace Forums

Berlin, Germany -- Peace Without Borders Berlin, Germany -- Peace Without Borders November 30 - December 2, 2012 November 30 - December 2, 2012

Honolulu, Hawaii, USA -- The Green Path Honolulu, Hawaii, USA -- The Green Path to Peace to Peace

January 25 – 27, 2013 January 25 – 27, 2013

Hiroshima, Japan -- Peace Begins with Hiroshima, Japan -- Peace Begins with You You

May 17-18, 2013 May 17-18, 2013

Hawaii Peace ForumHawaii Peace Forum

Saturday KeynoteSaturday Keynote

Aung San Suu KyiAung San Suu KyiNoble Peace Prize 1991Noble Peace Prize 1991

Celebrate the Year at District Celebrate the Year at District ConferenceConference

Bringing together:Bringing together:

- Peace through Service- Peace through Service- To Russia with Love:- To Russia with Love:

GSE/Hands on ProjectGSE/Hands on Project-Celebrate an Epic yearCelebrate an Epic year

-Special Seminar PricingSpecial Seminar Pricing TODAY ONLY!TODAY ONLY!

Dr. Leroy Chiao, AstronautDr. Leroy Chiao, Astronaut

Dr. Chiao became Dr. Chiao became Commander of the Commander of the

International Space Station International Space Station logging 229 days in space. logging 229 days in space.

He was also a Co-Pilot He was also a Co-Pilot aboard the Russian Soyuz aboard the Russian Soyuz Spacecraft. He took over Spacecraft. He took over 16,000 photos from space 16,000 photos from space

and has a fascinating story!and has a fascinating story!

Salome Thomas-ElSalome Thomas-El

Salome Thomas-El had a Salome Thomas-El had a promising career in sports promising career in sports

broadcasting, but he gave it broadcasting, but he gave it up to become a school up to become a school

teacher. In his first years he teacher. In his first years he took a group of low-took a group of low-

performing kids that had performing kids that had huge obstacles to success huge obstacles to success

and turned them into and turned them into National Chess Champions. National Chess Champions.

LarryLarry Powell – Polio Powell – Polio Survivor/RotarianSurvivor/Rotarian

Many people give back to Many people give back to their community, but not their community, but not many give back $800,000. many give back $800,000.

Fresno County School Fresno County School Superintendent Larry Superintendent Larry

Powell runs 35 districts Powell runs 35 districts with 325 schools and he with 325 schools and he

gets paid less than a gets paid less than a starting teacher! Why? starting teacher! Why? Because he is RotarianBecause he is Rotarian.

Ed Futa - Past RI General SecretaryEd Futa - Past RI General Secretary

Ed Futa became a Ed Futa became a Rotarian in Honolulu, Rotarian in Honolulu,

Hawaii in 1979. He has an Hawaii in 1979. He has an extensive list of extensive list of

credentials for his credentials for his involvement in Rotary involvement in Rotary

over the years, including, over the years, including, most recently, being most recently, being General Secretary of General Secretary of

Rotary International from Rotary International from 2000-2011. He has great 2000-2011. He has great

stories about his stories about his involvement in Russia!involvement in Russia!

District Conference 2013District Conference 2013

-- World Class SpeakersWorld Class Speakers- Fabulous - Fabulous EntertainmentEntertainment- Super Breakout - Super Breakout SessionsSessions- Fun area to Explore- Fun area to Explore- Shopping / Dining- Shopping / Dining- Russian GSE Team- Russian GSE Team- Caviar/Vodka Tasting - Caviar/Vodka Tasting (TRF)(TRF)- GREAT GOLF!- GREAT GOLF!

Celebrate Success!Celebrate Success!

Join us at the District Join us at the District ConferenceConference

Special Seminar Special Seminar Pricing TODAY Pricing TODAY

ONLYONLYLast time offered!Last time offered!

$250.00$250.00

Rotary Foundation Global Rotary Foundation Global GrantsGrants

Rotary Foundation District Rotary Foundation District GrantsGrants

The Rotary FoundationThe Rotary FoundationParticipation ANDParticipation AND

EngagementEngagement

Over 12,000 Rotarians surveyed

What has worked well?What’s not working so well?

Key Issues

#1: 1965 – 1995 10,000 Matching Grants 1996 - 2004 10,000 Matching Grants 2005 - 2009 10,000 Matching Grants

Key Issues

#2: Rotarian projects good but often not sustainable

#3: Rotarians lacked flexibility to mix / match between programs (scholarships/ exchanges / grants)

Areas of Focus

• Peace & Conflict resolution• Disease prevention and treatment• Water and sanitation• Maternal and child health• Basic education and literacy• Economics and community development

PolioPlus

Annual Fund Permanent

Fund

PeaceScholars

PolioPlus

$In

• GSE• Ambassadorial Scholars• Scholarship for Univ. Teachers• District Simplified Grants• Individual Grants• Matching Grants• 3H Grants• Blane Immunization Grants

$Out

PolioPlus

Annual Fund Permanent

Fund

PeaceScholars

PolioPlus

$In

$Out

DistrictGrants

GlobalGrants

New Grant Model

• District Grants (< $30K)District Administers

• Global Grants ($30K - $200K)TRF Administers

• Sustainable

• 6 Areas of focus

2010 – 20112011 – 20122012 – 2013

2013 – 2014 Go Live

Test the Model

Rotary FoundationGlobal Grants

Rotary FoundationDistrict Grants

New Grant ModelNew Grant Model

Developing A ProjectDeveloping A Project

• Needs assessment

• Project size parameters

• Role(s) of Rotarians

• Other necessary partners.

Needs AssessmentNeeds Assessment

• Define the need or problem to be addressed

• Consult with affected community/beneficiaries and partner organization(s) re potential solutions

• Determine feasibility of proposed solution

• Identify how success will be measured

http://www.rotary.org/en/serviceandfellowship/startaproject/Assessments/Pages/ridefault.aspx

Grant ParametersGrant Parameters

• District Grants up to $5,000

• District Grants $5,001 - $15,000

• Global Grants $15,000 - $200,000

$

Role(s) for RotariansRole(s) for Rotarians

• Participate in project design

• Provide financial support & fiduciary oversight

• Participate in implementation

• Monitor, evaluate & report project results

Finding PartnersFinding Partners

• Local NGOs & service organizations

• Rotarian connections through other clubs, travel & previous project relationships

• District information or ProjectLINK on R.I. website

• Check out partner ([email protected])

District Grants – A Great District Grants – A Great OfferOffer

• Have you wanted more District $?

• Have you felt limited by the DSG 1 yr implementation limit?

• Have you considered partnerships with other D5030 Rotary Clubs?

District Grants – A Great District Grants – A Great Offer Offer 22

• Projects up to $30,000 total budget


• Up to 2 years for implementation

New District New District Role/ResponsibilityRole/Responsibility• Signed MOU with TRF

• Will Receive Annual Block Grant (~$150K)

• Administers District Grants– Requires MOU with participating clubs

– Requires two club members to attend training

– Designed unique grant program

Unique District Grant Features

• Simple Proposal Form

• Equal Access for All Clubs

• Partnership Incentive

• Support Team

100% Match Requirements100% Match Requirements

• More than 50% of members donate to TRF (last two years)

• At least $100/member average donation (last two years)

Otherwise, only 50% match

Grant ParametersGrant Parameters


• District Grants $5,001 - $15,000

• Global Grants $15,000 - $200,000

$

District Grants under District Grants under $5,001$5,001

• Within Rotary’s mission

• Examples:– Renovating/repairing structures

– School or cooking supplies/equipment

– Project reconnaissance/development trip (no partner required)

– Scholarships

District Grants $5,001 - District Grants $5,001 - $15,000$15,000

• Address at least 1 “Focus Area”

• Sustainable

• Host country Rotary partner (if international)

Global Grants $15,000 - Global Grants $15,000 - $200,000$200,000

• Minimum total project budget = $35,000+

• R.I. match $15,000 - $100,000

• R.I. match $100,000 – $200,000 “competitive”

Club Grant CoordinatorsClub Grant Coordinators

• Advise and assist club leadership

• Advise and support club project advocates

• Contact point and catalyst for project partnerships

• Trained at District Grant Management Seminar

Finding PartnersFinding Partners

• Local NGOs & service organizations

• Rotarian connections through other clubs, travel & previous project relationships

• District website

• Check out partner ([email protected])

New: District Partnership New: District Partnership IncentiveIncentive

• Each partner club’s contribution can earn an incentive match, up to $1,000

• Limit: $1,000/club & $3,000 total

• Unique to District 5030

How Partnership Incentive WorksHow Partnership Incentive Works

District 1:1 match Incentive

Lead Club $2,500 $2,500

Partner 1 $1,500 1,500 $1,000

Partner 2 1,000 1,000 1,000

Partner 3 750 750 750

Partner 4 250 250 250

TOTAL $6,000 $6,000 $3,000

Project Total = $15,000

District Grant Examples – Int’l District Grant Examples – Int’l Projects 1Projects 1

• District Lead Club $4,500District Grant 4,500Host Int’l Club (Mumbai) 1,000Mumbai District Match 1,000

PROJECT TOTAL $11,000

• District Lead Club $4,5003 District Partners @ $1000 3,000District Partnership Incentive 3,000District Grant (1:1) 7,500Host Int’l Club (Mumbai) 1,000Mumbai District Match 1,000

PROJECT TOTAL $20,000

District Grants TimelineDistrict Grants Timeline

• May 1 -- District Proposal Deadline

• June 15 – Notifications of Approval to Clubs

• July 15 – August 15 – Applications Due

Project PossibilitiesProject Possibilities

• Potential membership enhancement

• Public image enhancement

District Grant or Global Grant?District Grant or Global Grant?• District Lead Club $4,500

District Partner Clubs (2) 6,000Host Int’l Club (Mumbai, India) 1,000District Partnership Incentive 2,000 (Up to$1,000/club)District Grant (1:1) 10,500Mumbai District Grant 1,000

PROJECT TOTAL $24,000(still < $35,000)

• District Lead Club $4,500District Partner Club (2) 6,000Host Club (Mumbai, India) 1,000District 5030 Match 10,500Mumbai District Grant (1:1) 1,000World Fund District Match (1:1) 11,500World Fund Club Match (0.5:1) 5,750

PROJECT TOTAL $ 40,250(now >$35,000)

Global GrantsGlobal Grants• Long-term projects

• Larger grant awards

• Sustainable outcomes

• Alignment with areas of focus

• World Fund match

• Two options: (1) club- and district-developed and (2) packaged

• Scholarships & Voc. Training

Global Grants $15,000 - Global Grants $15,000 - $200,000$200,000

• Requirements:– Address 1 or more “Focus Areas”

– Use 2-step Global Grant proposal & application

– Partner with host country Rotary Club partner

– Emphasis on sustainability

– Monitor & evaluate impacts

D5030 $1:$1 matchD5030 Lead Club $5,000 $5,000

Partner Club 1 2,000 2,000Partner Club 2 1,000 1,000

Partner Club 3 1,000 1,000Partner Club 4 500 500Partner Club 5 250 250Partner Club 6 250 250

SUBTOTAL $10,000 $10,000

TRF World Fund Match 5,000 10,000SUBTOTAL $15,000 $20,000

TOTAL PROJECT BUDGET $35,000

$35,000 Global Grant

Global Grants - 1Global Grants - 1

• Similar to current Humanitarian MGs

• Minimum project budget = $35,000

• Can be proposed by lead club or district

• May include Scholarships and Vocational Training Teams

• Requires partner “host” club in beneficiary country

Global Grants - 2Global Grants - 2

• Two step process– E-Proposal to R.I. & District Grants Coordinator

– If proposal approved, E-Application to R.I.

• Must be demonstrably “sustainable”

• Must be in one or more of 6 focus areas

Packaged Global GrantsPackaged Global Grants

• Clubs work with R.I. Strategic Partners on pre-designed projects

• Funded 100% by World Fund & Strategic Partner

• Rotarians focus their efforts on project implementation.

• Strategic Partners:

– Aga Khan University -- Mercy Ships– Oikocredit -- UNESCO-IHE

What Is Sustainability?What Is Sustainability?

• “The capacity to maintain outcomes long term to serve the ongoing needs of the beneficiary community after the funds have been expended.” Source: Sustainability and Rotary Foundation Global Grant

• Key attributes:– Beneficiaries see project as their own and feel responsible for

outcomes,

– Beneficiaries develop the resources, training and institutional mechanisms to manage the project outcomes into the future,

– Project sponsors work with the beneficiary community to monitor project impact(s) over the long term and modify where necessary for better outcomes.

2013 – 2014 Grant 2013 – 2014 Grant StructureStructure

District Grants Global Grants

$30,000 maximum project community and int’l projects

Project size at least $35,000

50% or 100% match, depending on club TRF participation.

Must meet sustainability, focus area, and host country Rotary partner criteria

$5,001 - $15,000 grant, must meet sustainability & focus area criteria

Global Grant: $15,000 - $200,000

Partnering incentive: up to $1,000 per club, up to 3 clubs

Grant application available January 2013

Grant proposals approved by District Grants Committee

Grant proposals approved by District Grants Committee

For more For more informationinformation

Go to:Go to:

•[email protected]

•www.RI.org/FutureVision

•District Training Sessions

•Transition Team Members

District 5030 Rotary Foundation Qualification


Two Members Complete Grant Management Seminar


Support The Rotary Foundation

100% MATCH:

Over 50% participation in Rotary International Foundation50% MATCH:

Under 50% participation in Rotary International Foundation


100% Match

$100 per member average . . .

50% Match

Less than $100 per member average . . .


Over a two year period


One Negative Future Vision Website, “Rotarians Matter Most,” believes that . . .

“Club Officers will have to sign a Memorandum of Understanding (MOU) with potential onerous legal consequences”

One of our Future Vision Leaders, Jim Moore, responds . . .

“The idea that holding clubs & districts accountable for responsibly managing their project funds is a burden is very misguided. Moreover, identifying the indicators of

project success and monitoring them can only improve the sustainability and effectiveness of Rotarians' investment of time & treasure. I would tell anyone who asks about these issues that these FV requirements are designed to significantly

increase accountability and opportunities for project success. It makes no sense to object to these improvements.”


Sign and follow the Memorandum of Understanding (MOU)

• Club Officer Responsibilities

•Financial Management Plan

•Bank Account Requirements

•Reporting Requirements

•Document Retention

•Report Misuse of Grant Funds

•Acknowledgement of Above


President Print Name Signature

Email President Elect Print Name Signature

Email

President NomineePrint Name Signature

Email

The Rotary Foundation 2013 Our Next Century of Service D5030 Grants Management Seminar February 23,...

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