1. Welcome! ROTARY DISTRICT 5580 GRANT MANAGEMENT SEMINAR March 2013 R. Turner DRFCC 1

2. ROTARY DISTRICT 5580 PREPARING FOR THE GLOBAL LAUNCH OF FUTURE VISION 2

3. This presentation was developed by PDG Newell Krogmann, DRFCC, District 5960. Amended by PDG Roly Turner DRFCC, D-5580. This is not an official publication of The Rotary Foundation. 3

4. TODAY’S SEMINAR OVERVIEW AND INTRODUCTION CREATING A PROJECT APPLYING FOR A GRANT Procedures Forms Scenarios Q & A PROJECT IMPLEMENTATION & REPORTS QUALIFICATION QUESTIONS 4

5. 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 5

6. 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. 6

7. ROTARY FOUNDATION DOING GOOD IN THE WORLD 7

8. Future Vision WHO? WHY? WHAT? WHEN? HOW? 8

9. Future Vision WHO?/ NOW 100 Districts as FVP Districts The Foundation as a partner Pilot initiated July 1, 2010 9

10. Future Vision OFFICIAL LAUNCH JULY 1, 2013 ALL ROTARY DISTRICTS IN FUTURE VISION with The Foundation as a partner 10

11. Future Vision WHY? 11

12. Growth of the Foundation 19793-H grants and club partnership 1985 PolioPlus campaign launched 1999Rotary Centers for International Studies 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 2007 Gates $100 Million Challenge for polio 2008Another 10,000 Matching Grants approved 2009Gates commits additional $255 million for $200 Million Challenge 12

13. Growth of the Foundation 1965-2000 10,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008 Another 10,000 Matching Grants 13

14. Future Vision WHY? ► Sound Stewardship ► Decentralized process ► Flexibility at local level ► Enhanced capacity to serve ► Focus 14

15. 15 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 Priorities

16. 16

17. Future Vision WHAT? 17

18. Future Vision Where does the money come from? –Rotary Foundation (Rotarians) How does it get to us? –District Designated Funds - DDF 18

19. Rotary Foundation Funding Investment Earnings District Designate d Fund (DDF) TRF Program Funding SHARE World Fund Rotarian Contribution s

20. Earnings used for administrative costs 2012-13 50% to World Fund Matching Humanitarian Grants 3H Grants GSE Peace Fellows Polio+ 50% to District Designated Fund (DDF) 20% to District Simplified Grants Humanitarian Grants Scholarship GSE 2009-102010-11 $ $236,500 $70,950 $23,650 $118,250 Current Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2011-12 20 Simplifies 20% to Polio $23,650

21. Earnings used for administrative costs 2013-14 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ 50% to District Designated Fund (DDF) Up to ½ to District Grants At least ½ to Global Grants 2010-112011-12 $ $259,670 $64,918 $129,835 Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE 2012-13 21

22. Future Vision NEW CONCEPTS AND WAYS A New Vocabulary –SIX AREAS OF FOCUS –GLOBAL GRANTS – with qualified districts –DISTRICT GRANTS –PACKAGED GRANTS –DDF allocation to Global and District –NEEDS ASSESSMENT –SUSTAINABLE –MEASUREABLE –VTTs (and GSEs) –SCHOLARSHIPS AS GRANTS –MEMBER ACCESS AS GATEWAY 22

23. Future Vision Three kinds of grants GLOBAL GRANTS $ DISTRICT GRANTS $ Packaged Grants – no DDF 23

24. Future Vision GLOBAL GRANTS *Scholars (graduate level) *Vocational Training (VTT) *Humanitarian Work 24

25. Future Vision GLOBAL GRANTS HUMANITARIAN GRANTS ● TRF MATCH must be at least $15,000 ● HOST AND INTERNATIONAL PARTNER ● Pre-Application – “Educational Piece” “Application Survey?” ● APPLICATION: Complete online beginning April 1 st on a revolving basis. REPORTING PROCESS. ● SIX AREAS OF FOCUS 25

26. Future Vision GLOBAL GRANTS HUMANITARIAN GRANTS – OUR DISTRICT ● DISTRICT ONLY PROJECT -- AT LEAST $30,000 No club $ TRF match must be at least $15,000 1:1 match of DDF – so, at least $15,000 DDF ● CLUB(s) PROJECT – AT LEAST $35,000 TRF match must be at least $15,000 Club(s) $ at least $10,000 – DDF $10,000 TRF match of 1:1 DDF &.5:1 Club 26

27. FUTURE VISION Global Grant Example #1 $15,000 DDF $15,000 TRF, World Fund $30,000 Total

28. FUTURE VISION Global Grant Example #2 $10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund $35,000 Total

29. 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 29

30. Global Grants 2013-14 Our District At least $64,918 will be available + Unspent carryover from previous years Humanitarian Grants Global Scholarships Vocational Training Teams Lots of Opportunities! 30

31. Future Vision Three kinds of grants GLOBAL GRANTS $ DISTRICT GRANTS $ Packaged Grants – no DDF 31

32. District Grants  Community, small International projects, scholarship, other GSE?  Must meet TRF Grants Terms and Conditions. (see handout)  Club Qualification so: GMS, MOU and Addendum required by D-5580  Submitted as a Proposal to District Spending Plan. One time window.  Must meet the Foundation Mission.

33. 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. 33

34. District Grants cont.  Funds available 2013-14 up to $65,000, from 2010-11 APF contributions  Minimum Request $500.00  Maximum Request $5000. per club, up to $15000. Multi club partnership.  Additional Criteria; when requests exceed funds available???  District Criteria reviewed annually, May following Spending Plan

35. District Grants cont. Funding Example $3000.00 Club $3000.00 DDF $6000.00 Total Note: Criteria may change year to year Depending on Funds available and demand

36. District Grants cont. Proposal Application Process  Application available on District Website, completed on line.  March-April work with assigned Mentor to complete Proposal.  April 30, Final Draft proposal due.  Early May, Grants Subcommittee approves Proposals based on criteria and funding available.

37. District Grants cont.  Mid May, District Submits Spending Plan to TRF for final approval.  Approved Proposals resubmitted as Applications. (Same Document, click Application)  Clubs have until the following May to request grant funds and initiate project. (Do not start project before receiving funds)  Club reporting process kicks in upon receipt of funds. Every 6 months, 2 year Sunset

38. Future Vision Three kinds of grants GLOBAL GRANTS $ DISTRICT GRANTS $ Packaged Grants – no DDF 38

39. New Model Packaged Grants  Predesigned Grants.  For: Humanitarian project, Scholar, Vocational Training Team.  Funded 100% by TRF World Fund and Rotary’s Strategic Partners. (See Strategic Partners Handout)

40. Future Vision Plan Update Strategic Partners

41. Future Vision WHAT DOES NOT CHANGE ► Service Above Self ► PolioPlus, until disease eradicated ► Peace Fellowships ► Need for giving to support TRF ► Giving recognition 41

42. Future Vision WHAT else DOES NOT CHANGE D-5580 World Community Service Fund ► Matching Grants for International Projects that may not meet TRF criteria. ► Funded entirely from District dues. ► Initiated primarily to fund building construction. ► Applications on a rolling basis throughout the Rotary year. (Online, District Website) ► Will be reviewed annually. 42

43. Future Vision WHEN? 43

44. Future Vision WHEN? Future Vision Plan begins in all Districts on July 1, 2013 Can apply for Global Grants – April 1, 2013 44

45. Future Vision HOW? 45

46. Future Vision HOW? District Memorandum Of Understanding (MOU) More stewardship responsibility at District level Club MOU and Addendum. (Handouts Including Worksheet) Grant Management Seminar (GMS) District TRF structure Grant processes Global Grants – Pre-Application and Application District Grants – Spending Plan District procedure 46

47. Future Vision - ROLES 5580 Preparation this year District Rotary Foundation Committee Grants, VTT, & Scholarship Subcommittees Future Vision Accounting – Treasurer Annual Financial Assessment Clubs & Club Leadership Members 47

48. Future Vision 5580 Implementation District Rotary Foundation Committee Rotary Foundation Trainer Future Vision Treasurer Stewardship Chair Club Mentorship Program 48

49. Future Vision CLUB QUALIFICATION Grant Management Seminar 1 person per club must attend. Club Memoranda of Understanding (MOUs) 49

50. Future Vision CLUB MOU – TRF and District Terms of Qualification Club Leadership Responsibilities Financial Management/Stewardship Document Retention Reports GMS required for Global Grants District can require for District Grants (We do.) Mentors Required for Grants (5580 requirement) Signatures by current PE and President before 2013-14 ANNUAL SUBMISSION 50

51. FUTURE VISION RESOURCES Clubs: www.rotary.org/en/fvclub Districts: www.rotary.org/en/fvdistrict General: www.rotary.org/futurevision 51

52. FUTURE VISION More resources Nov. 2012 Rotarian Magazine Current FVP Districts Future Vision Pilot News Future Vision e-learning modules 52

53. FUTURE VISION More resources “Doing Good in the World” DVD 978-MU – at http://shop.rotary.orghttp://shop.rotary.org Also can access via Rotary's Podcast on iTunes, orRotary's Podcast on iTunes Doing Good: Intro: http://vimeo.com/34051471http://vimeo.com/34051471 Doing Good: Supporting Education: http://vimeo.com/33737948http://vimeo.com/33737948 Doing Good: Growing Local Economies: http://vimeo.com/33736218http://vimeo.com/33736218 Doing Good: Fighting Disease: http://vimeo.com/33735961http://vimeo.com/33735961 Doing Good: Providing Clean Water: http://vimeo.com/33735494http://vimeo.com/33735494 Dong Good: Saving Mothers and Children: http://vimeo.com/33690570http://vimeo.com/33690570 Doing Good: Promoting Peace: http://vimeo.com/33671034http://vimeo.com/33671034 53

54. Future Vision FUTURE VISION IS GOING TO MAKE A POSITIVE DIFFERENCE IN THE FUTURE OF THE ROTARY FOUNDATION and HOW WE SERVE OTHERS 54

55. FUTURE VISION ✦ ✦ ✦ YOUR QUESTIONS