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

Rotary International Theme for

Global Peace Forums Berlin, Germany -- Peace Without Borders November 30 - December 2, 2012 Honolulu, Hawaii, USA -- The Green Path to Peace January 25 – 27, 2013 Hiroshima, Japan -- Peace Begins with You May 17-18, 2013

Hawaii Peace Forum Saturday Keynote Aung San Suu Kyi Noble Peace Prize 1991

Celebrate the Year at District Conference Bringing together: - Peace through Service - To Russia with Love: GSE/Hands on Project -Celebrate an Epic year -Special Seminar Pricing TODAY ONLY! TODAY ONLY!

Dr. Leroy Chiao, Astronaut Dr. Leroy Chiao, Astronaut Dr. Chiao became Commander of the International Space Station logging 229 days in space. He was also a Co-Pilot aboard the Russian Soyuz Spacecraft. He took over 16,000 photos from space and has a fascinating story!

Salome Thomas-El Salome Thomas-El Salome Thomas-El had a promising career in sports broadcasting, but he gave it up to become a school teacher. In his first years he took a group of low-performing kids that had huge obstacles to success and turned them into National Chess Champions.

Larry Powell – Polio Survivor/Rotarian Larry Powell – Polio Survivor/Rotarian Many people give back to their community, but not many give back $800,000. Fresno County School Superintendent Larry Powell runs 35 districts with 325 schools and he gets paid less than a starting teacher! Why? Because he is Rotarian Many people give back to their community, but not many give back $800,000. Fresno County School Superintendent Larry Powell runs 35 districts with 325 schools and he gets paid less than a starting teacher! Why? Because he is Rotarian.

Ed Futa - Past RI General Secretary Ed Futa became a Rotarian in Honolulu, Hawaii in He has an extensive list of credentials for his involvement in Rotary over the years, including, most recently, being General Secretary of Rotary International from He has great stories about his involvement in Russia!

District Conference 2013 District Conference World Class Speakers - World Class Speakers - Fabulous Entertainment - Super Breakout Sessions - Fun area to Explore - Shopping / Dining - Russian GSE Team - Caviar/Vodka Tasting (TRF) - GREAT GOLF!

Celebrate Success!

Join us at the District Conference Join us at the District Conference Special Seminar Pricing TODAY ONLY Last time offered! $250.00

Rotary Foundation Global Grants

Rotary Foundation District Grants

The Rotary Foundation Participation AND Engagement

1917

2012

Over 12,000 Rotarians surveyed What has worked well? What’s not working so well?

Key Issues #1: 1965 – ,000 Matching Grants ,000 Matching Grants ,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

Polio Plus Annual Fund Permanent Fund Peace Scholars Polio Plus $ In GSE Ambassadorial Scholars Scholarship for Univ. Teachers District Simplified Grants Individual Grants Matching Grants 3H Grants Blane Immunization Grants $ Out

Polio Plus Annual Fund Permanent Fund Peace Scholars Polio Plus $ In $ Out District Grants Global Grants

New Grant Model District Grants (< $30K) District Administers Global Grants ($30K - $200K) TRF Administers Sustainable 6 Areas of focus

2010 – – – – 2014 Go Live Test the Model

Rotary Foundation Global Grants Rotary Foundation District Grants New Grant Model

Developing A Project Needs assessment Project size parameters Role(s) of Rotarians Other necessary partners.

Needs 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 ments/Pages/ridefault.aspx

Grant Parameters District Grants up to $5,000 District Grants $5,001 - $15,000 Global Grants $15,000 - $200,000 $

Role(s) for Rotarians Participate in project design Provide financial support & fiduciary oversight Participate in implementation Monitor, evaluate & report project results

Finding 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

District Grants – A Great Offer 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 Offer 2 Projects up to $30,000 total budget District Grants up to $15,000 Up to 2 years for implementation

New District Role/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 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 Parameters District Grants up to $5,000 District Grants $5,001 - $15,000 Global Grants $15,000 - $200,000 $

District Grants under $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 - $15,000 Address at least 1 “Focus Area” Sustainable Host country Rotary partner (if international)

Global Grants $15,000 - $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 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 Partners Local NGOs & service organizations Rotarian connections through other clubs, travel & previous project relationships District website Check out partner

New: District Partnership Incentive 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 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 Partner TOTAL $6,000 $6,000 $3,000 Project Total = $15,000

District Grant Examples – Int’l Projects 1 District Lead Club $4,500 District Grant 4,500 Host Int’l Club (Mumbai) 1,000 Mumbai District Match 1,000 PROJECT TOTAL $11,000 District Lead Club$4,500 3 District $1000 3,000 District Partnership Incentive 3,000 District Grant (1:1) 7,500 Host Int’l Club (Mumbai) 1,000 Mumbai District Match 1,000 PROJECT TOTAL $20,000

District Grants Timeline May 1 -- District Proposal Deadline June 15 – Notifications of Approval to Clubs July 15 – August 15 – Applications Due

Project Possibilities Potential membership enhancement Public image enhancement

District Grant or Global Grant? District Lead Club $4,500 District Partner Clubs (2) 6,000 Host Int’l Club (Mumbai, India) 1,000 District Partnership Incentive 2,000 (Up to$1,000/club) District Grant (1:1) 10,500 Mumbai District Grant 1,000 PROJECT TOTAL $24,000 (still < $35,000) District Lead Club $4,500 District Partner Club (2) 6,000 Host Club (Mumbai, India) 1,000 District 5030 Match 10,500 Mumbai District Grant (1:1) 1,000 World Fund District Match (1:1) 11,500 World Fund Club Match (0.5:1) 5,750 PROJECT TOTAL $ 40,250 (now >$35,000)

Global 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 - $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 match D5030 Lead Club $5,000 $5,000 Partner Club 1 2,000 2,000 Partner Club 2 1,000 1,000 Partner Club 3 1,000 1,000 Partner Club Partner Club Partner Club SUBTOTAL $10,000 $10,000 TRF World Fund Match 5,000 10,000 SUBTOTAL $15,000 $20,000 TOTAL PROJECT BUDGET $35,000 $35,000 Global Grant

Global 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 - 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 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? “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 Structure District GrantsGlobal 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

For more information Go to: District Training Sessions Transition Team Members

District 5030 Rotary Foundation Qualification

Two Members Complete Grant Management Seminar

District 5030 Rotary Foundation Qualification

Support The Rotary Foundation 100% MATCH: Over 50% participation in Rotary International Foundation 50% MATCH: Under 50% participation in Rotary International Foundation

District 5030 Rotary Foundation Qualification

100% Match $100 per member average... 50% Match Less than $100 per member average...

District 5030 Rotary Foundation Qualification

Over a two year period

District 5030 Rotary Foundation Qualification 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.”

District 5030 Rotary Foundation Qualification 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

District 5030 Rotary Foundation Qualification

President Print Name Signature President Elect Print NameSignature President Nominee Print NameSignature