Transition to Future Vision 5580 District Conference Breakout Session April 14, :30 PM R. Turner

Future Vision Preparation This PowerPoint presentation was developed by PDG Newell Krogmann, DRFC and Craig Leiser, DG of Rotary District Modified by R. Turner, D-5580 March This is not an official publication of The Rotary Foundation.

TODAY Outcomes:  Understand: TRF Future Vision  Motivate: Club Planning  Begin Transition

Future Vision WHY? Sound Stewardship Decentralized process Flexibility at local level Enhanced capacity to serve Sustainability, Significance, Simplification Greater Rotarian Involvement

FUTURE VISION GOALS Simplify programs and processes Focus Rotarian service efforts to increase global impact Support global and local efforts Increase sense of ownership at the district and club levels Enhance Rotary’s public image

Future Vision Plan Timeline

SOME ABBREVIATIONS TRF The Rotary Foundation GMS Grant Management Seminar MOU Memorandum of Understanding VTT Vocational Training Team FVP Future Vision Pilot DDF District Designated Funds

Future Vision NEW CONCEPTS AND WAYS A New Vocabulary SIX AREAS OF FOCUS GLOBAL GRANTS (GG) DISTRICT GRANTS (DG) DDF allocation to Global and District NEEDS ASSESSMENT SUSTAINABLE MEASUREABLE VTTs (and GSEs) SCHOLARSHIPS AS GRANTS MEMBER ACCESS AS GATEWAY Club Qualification

TRF’s Current & Future Model PolioPlus and Rotary Peace Centers Current Model Ambassadorial Scholarships: Multi-year Ambassadorial Scholarships: Cultural Ambassadorial Scholarships: Academic year Ambassadorial Scholarships: Low-income Rotary Grants for University Teachers Group Study Exchange Educational Programs Humanitarian Grants Matching Grants District Simplified Grants Health, Hunger, and Humanity Grants Volunteer Service Grants Regional Scholar Seminars Disaster Recovery Global Grants Future Model District Grants Club- and district- developed Global Grants Packaged Global Grants Vocational Training Teams, Scholarships, Projects

Future Vision Two kinds of grants  GLOBAL GRANTS (GG)  DISTRICT GRANTS (DG) (Also referred to as Block Grants)

Earnings used for administrative costs $ 50% to World Fund 50% to District Designated Fund (DDF) Up to ½ to District Grants At least ½ to Global Grants Year 1 Year 2 $ $200,000 $50,000 $100,000 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE Year 3

Future Vision DISTRICT QUALIFICATION  Rotary Zone 28: Training Institute 2011 and  Rotary International Assembly January  Online District Qualification Process January  District MOU with TRF

Future Vision CLUB QUALIFICATION For Global and District Grants Grant Management Seminar 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

Future Vision Grant Management Seminar  Provided to Clubs by District Annually  TRF Requires seminars to be “In Person”  Three to Four Hours in Length  First opportunity: March 2013 PETS/LEAD Five Locations district wide.  Again at 2013 Dist. Conf. Bemidji

CLUB MOU with TRF and District Terms of Qualification Club Leadership Responsibilities Financial Management/Stewardship Document Retention Reports Mentorship Program being developed Signatures in year before by current President Elect and President ANNUAL SUBMISSION Future Vision

FUTURE VISION ✦ ✦ ✦ Global Grants

Future Vision GLOBAL GRANTS $ Scholars $ Vocational Training (VTT) $ Humanitarian Work $ Packaged Grants (From TRF)

Future Vision SIX AREAS OF FOCUS Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

Future Vision Global Grants by Area of Focus

Future Vision GLOBAL GRANTS ! TOTAL AT LEAST $30,000 INCLUDING TRF MATCH (min. of 15,000) 1 to 1 match of DDF.5 to 1 match of club funds ! HOST AND INTERNATIONAL PARTNERS ! Two-Step Process: PROPOSAL and APPLICATION Via Member Access. ! GMS and MOU required ! SIX AREAS OF FOCUS

Future Vision Why Larger Grants?  Cost effective  Broader Spectrum (Packaged)  Greater Impact  Enhanced Rotary Public Image  Option: Accommodate Smaller projects via District Grant

Future Vision Comparative Grants Foundation Budget $xK  MacArthur (260M) $520K  Conrad Hilton (100M) $500K  Habitat/Humanity (100M) $100K  Lions Inter. (38.5M) $72K  TRF (100M) $12.5K

FUTURE VISION Global Grant Example #1 $10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund $35,000 Total

FUTURE VISION Global Grant Example #2 $15,000 DDF $15,000 TRF, World Fund $30,000 Total

FUTURE VISION ✦ ✦ ✦ District Grants

Future Vision DISTRICT GRANTS SERVICE PROJECTS SCHOLARSHIPS VOCATIONAL TRAINING TEAM “GSE” (funded from District Grant) Project Planning (Submitting potential projects and necessary funding prior to receiving DDF) MUST MEET MISSION OF THE FOUNDATION (Areas of Focus not necessary)

ROTARY FOUNDATION MISSION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty.

District Grants Local International All submitted as proposals for District DDF Spending Plan Proposal Deadline set by District. March to May 2013 D-5580 requires GMS and MOU Reporting Process 12 months Following transfer of funds.

FUTURE VISION District Grant Example $ Club $ DDF* $ Total * Actual funding formula and criteria to be determined

Future Vision District Grants Cycle Time Comparison SubmissionApprovalPayment Closure Grant TypeRangeAverage District Simplified Grants 8-58 months >20 months District Grants *In Pilot Program 4-11 months > 7 months *Report due 12 months following funding.

Future Vision WHAT WON’T CHANGE Serving Above Self PolioPlus, Until Eradication Peace Fellowships Financial support for TRF Giving recognition District 5580 WCS Fund**

Future Vision NOW is the time to start getting ready for July 2013

D-5580 Timetable Action to date March, 2011  Future Vision Transition Committee is established and preparing for: July 1, 2013 rollout  Mentoring with FV Pilot D-5960

D-5580 Timetable Action to date March, 2011  Key Committee Chairs Aware.  Zone Institute Training Sept  Foundation Training Nov  DGE Training at IA Jan  Aligned with 3 FV Pilot Districts.  District Grants Subcommittee expanded: Scholarship & VTT Chairs

D-5580 Timetable To Do: March - Dec Committee Structure Changes  Adopt New: District Grants.**  Adopt New: Dist. Foundation Audit.  Revamp: Foundation Committee?  Establish: Club Mentor Program.  Identify: Treasurer. Trainer. Compliance Officer?

D-5580 Timetable To Do: March - Dec Establish Guidelines  Global Grants.  District Grants.  Scholarship.  Vocational Training Teams.  Reporting Requirements

D-5580 Timetable March - Dec. 2012, pre-2013  Develop DDF Spending Plan  Develop Dist. Grant Spending Plan  Establish Timeline for Dist. Grant Proposals from Clubs  Establish Timeline for Dist. To submit spending plan to TRF.

D-5580 Timetable Throughout Transition Communicate with Clubs Via:  District Newsletter.  District Website.  Future Vision Newsletter.  Presidents?

TRF Timetable Feb. – June Cont.  Develop: District/Global Spending Plan specific to Year.  Complete: Outstanding DSG Reporting requirements to ensure flow of 2013 District Grant Funds.  Submit: Reports for all TRF Grants and Programs to ensure DG &GG.

TRF Timetable Feb. – June 2013, Cont.  March-May: Clubs prepare and submit Proposals for District Grant.  May-June: District prepares official DG Spending Plan.  By July 1: Plan submitted to TRF.  July I, 2013: Let the fun begin.

FUTURE VISION TRF RESOURCES  Quick Reference Guide.  Transition Tips.  Preparing your club for Foundation Grants in 2013  Terms and conditions for Rotary Foundation District Grants and Global Grants.  Future Vision News. Remember: We are a Non Pilot Dist.

FUTURE VISION RESOURCES Clubs: Districts: General:

District Resources District Rotary Foundation Chair: Roly Turner Future Vision Transition Chair: Keith Brokke District Website:

FUTURE VISION ✦ ✦ ✦ YOUR QUESTIONS

FUTURE VISION ✦ ✦ ✦ Thank You R. Turner K. Brokke