1. Future Vision Plan Update Grant Management Seminar 2015 – 16

2. Future Vision Plan Update ROTARY DISTRICT 6250 GETTING YOUR CLUB QUALIFIED FOR 2015-16 GRANT SUBMITTALS 2

3. Future Vision Plan Update SOME ABBREVIATIONS TRF The Rotary Foundation GMS Grant Management Seminar MOU Memorandum of Understanding VTT Vocational Training Team GSE Group Study Exchange FV Future Vision DDF District Designated Funds 3

4. 4 Slide 4 Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed, April 2007

5. 5 Rotary Grants Where does the money come from? –Rotary Foundation (Rotarians) How does it get to us? –District Designated Funds - DDF 5

6. 6 Earnings used for administrative costs 2015-16 50% to World Fund ($100,000) Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Designated Fund ($100,000 DDF) Up to ½ to District Grants At least ½ to Global Grants 2012-13 2013-14 2014-15 $ $200,000 $50,000 6

7. 7 DOING GOOD IN THE WORLD Ensure that we have sufficient funds to operate our Foundation Maintain a fully funded operating reserve Transfer surplus funds to the Endowment Fund OUR LONG-TERM STRATEGY... THE ROTARY FOUNDATION’S EXPENDITURES GO TO...

8. 8 Future Vision UpdateSlide 8

9. Future Vision Plan Update Growth of the Foundation 1965Matching Grants begin 19793-H(Health, Hunger, and humanity) grants and club partnership 2000 10,000 Matching Grants approved since 1965 2003 District Simplified Grants launched 2004 Another 10,000 Matching Grants approved 2005 Future Vision Committee begins 2008Another 10,000 Matching Grants approved 9

10. Future Vision Plan Update Future Vision WHY? ► Sound Stewardship – Less money going to infrastructure ► Decentralized process ► Flexibility at local level ► Enhanced capacity to serve ► Focus 10

11. Future Vision Plan Update Priorities 11 Enhance Rotary’s public image Simplify TRF programs & processes Focus service efforts Support global & local service Transfer more decisions to districts New Rotary Foundation Grants

12. Future Vision Plan Update Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Areas of Focus

13. Future Vision Plan Update Streamlined, interactive online process Implement MOU Qualify clubs District Qualification

14. Club Qualification Attend the District Grant Management Seminar Agree to the RI Club Memorandum of Understanding and D6250 addendum and submit both signed MOUs to the District. Prior Year’s Grants Completed or Current Club is in Good Standing with RI and the District, all SARs and dues current. Club/Membership Actively Contributes to the Annual Programs Fund of The Rotary Foundation at a minimum of $100.00 per capita. President Elect or Club Representative attended current year’s PETS – or was excused by and received training approved by the Governor.

15. Future Vision Plan Update New Grants District grants $ Global grants $$

16. Future Vision Plan Update District Grants Educational and humanitarian activities consistent with the mission Single grant awarded annually Smaller activities and projects Local or international activities

17. Future Vision Plan Update District Grants 2015-16 Local International Grant App forms on flash drive or www.rotary6250.org/grants Match: min $500 max $5,000 per club, $14,500 total Submitted as proposals for District DDF Spending Plan Proposal Deadline for 2015-16 is May 31, 2015 GMS and MOUs Required –Why you’re here! 17

18. District 6250 – District Grants Flowchart for Rotary Year 2015-16 Clubs present Proposed Projects to Foundation Grants Subcommittee by May 31 NO GRANT ACTIVITY CAN BEGIN BEFORE THIS DATE OR FUNDS FOR THAT GRANT WILL BE FORFEITED. Spending Plan is submitted via RI Website to RI Foundation by about June 15 Grants Subcommittee screens Proposals and develops a Spending Plan - June 2015 Clubs must fill out required paperwork that includes spending agreement and other requirements Funding arrives from TRF and checks for grants are processed by district Checks personally delivered to Club by (Foundation team, DG, AG, DRFCC) Projects begin, report paperwork is completed and project is closed out Clubs notified of approved Spending Plan – projects can begin

19. Future Vision Plan Update Global Grants Long-term projects Larger grant awards Sustainable, measurable outcomes Alignment with areas of focus World Fund match

20. Future Vision Plan Update Meet community needs Are sustainable Involve a partner Have an implementation plan Maintain proper stewardship of funds Global Grants

21. Future Vision Plan Update Base projects on communities’ needs Determine what resources your club and potential partners have Talk to the community Needs Assessment

22. Future Vision Plan Update Rotary Convention Project fairs LinkedIn Facebook Rotary events www.matchinggrants.org/global www.rotary.org Partnerships

23. Future Vision Plan Update Form a three-person grant committee Assign roles Make an implementation plan Establish a budget Have a contingency plan Have a document retention plan Project Planning

24. Future Vision Plan Update Realistic Competitive bidding Reasonable prices Disclose conflicts of interest Creating a Budget

25. Future Vision Plan Update Measurable Sustainable Qualitative Quantitative Gather baseline data Determine method of measurement Setting Goals

26. Future Vision Plan Update Global Grants Application

27. Future Vision Plan Update Reporting: Verifies grants were managed properly Provides valuable data for your club, partners, and Rotary Reporting Requirements

28. Future Vision Plan Update Timeline for reporting: Progress reports within 12 months of first payment Every 12 months through the term of the grant Final report within two months of completion Reporting Requirements

29. Future Vision Plan Update Your global grant report should include: How partners were involved Type of activity Evaluation of project goals How area of focus goals were met How funds were spent Number of beneficiaries and how they benefited Reporting Requirements

30. Future Vision Plan Update Our Foundation ► Service Above Self ► Doing Good in the World ► PolioPlus, until disease eradicated ► Peace Fellowships ► Need for giving to support TRF ► Giving recognition 30

31. Future Vision Plan Update What Did We Learn? 1.Enhanced Online System – My Rotary 2.District Grants and application procedures 3.Global Grants and application procedures 4.Clarified Guidelines for Areas of Focus and Sustainability

32. Future Vision Plan Update What Didn’t We Learn? 1.District Foundation Leadership Structure 2.Global Grant Scholarships 3.Vocational Training Teams 4.International Travel in Global Grants 5.It changes – That’s why we do this every year!

33. Future Vision Plan Update Resources learn.rotary.org Updated materials – District Rotary Foundation Committee Manual – District Rotary Foundation Seminar Manual - Club Rotary Foundation Committee Manual – Grant Management Manual and Grant Management Seminar Leader s’ Guide

34. Future Vision Plan Update Questions? www.rotary.org/grants contact.center@rotary.org www.rotary6250.org/grants jruskey@dpndbl.com

35. Future Vision Plan Update IT’S ALL ABOUT… 35

36. Grant Management Seminar District 6250 2015-2016 Rotary Foundation Committee Structure 36 District Governor Mary Van Hout District Governor Mary Van Hout Foundation Committee Chair Joe Ruskey Foundation Committee Chair Joe Ruskey Grants Subcommittee Susan Halambeck Grants Subcommittee Susan Halambeck Polio Plus Subcommittee Randy Sproule Polio Plus Subcommittee Randy Sproule Fundraising Subcommittee TBA Fundraising Subcommittee TBA Stewardship Subcommittee Dean Ryerson Stewardship Subcommittee Dean Ryerson