1. The Rotary Foundation 2013 Our Next Century of Service D5030 Grants Management Seminar Nov 17, 2012

2. Upcoming District Event Upcoming District Event District 5030 Holiday Party 6:00PM to 8:00PM 6:00PM to 8:00PM Saturday, December 15, 2012 Rainier Club

3. 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

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

5. Rotary Foundation Global Grants

6. Rotary Foundation District Grants

7. The Rotary Foundation Participation AND Engagement

8. Rotary International Theme for 2012-13

9. The Rotary Foundation 2013 Our Next Century of Service D5030 Grants Management Seminar Nov 17, 2012

10. 1917

11. 2012

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

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

14. Key Issues #2: Rotarian projects good but often not sustainable #3: Rotarians lacked flexibility to mix / match between programs (scholarships/ exchanges / grants)

15. 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

16. 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

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

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

19. 2010 – 2011 2011 – 2012 2012 – 2013 2013 – 2014 Go Live Test the Model

20. Learning Objectives You will learn today: 1) How TRF Global grants and District matching grants will allow D5030 to design and implement projects 2) How to enroll your club to qualify for these grants

21. Learning Objectives Continued : 3) How to write a successful grant application 4) How to provide the required level of stewardship and reporting 5) The Six Areas of Focus & Sustainability

22. Rotary Foundation Global Grants Rotary Foundation District Grants New Grant Model

23. 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

24. 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

25. District Grants Overview Best ever opportunity for community projects International projects too Up to $30,000 total project

26. District Grants Overview District can double your Club’s contributions Adding partners can triple their contributions Increases impact for all partners Up to 2 years to implement projects

27. District Grants Overview Burien/White Center’s $14,000 They invest $2,500 4 partner clubs contribute a total of $3,000 District matches with $8,500 Stay tuned to learn how

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

29. 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 http://www.rotary.org/en/serviceandfellowship/startaproject/Assess ments/Pages/ridefault.aspx

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

31. 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

32. District Grants $5,001 - $15,000 Address at least 1 “Focus Area” Sustainable Host country Rotary partner (if international)

33. Global Grants $15,000 - $200,000 Minimum total project budget = $35,000+ R.I. match $15,000 - $100,000 R.I. match over $100,000 “competitive”

34. 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

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

36. 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 (contact.center@rotary.org)

37. 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?

38. 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

39. 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

40. 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

41. How Partnership Incentive Works Burien/White Center H4H $14,000 Project 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 $5,500 $5.500 $3,000

42. New Proposal Form Due May 1

43. Example

44. District Grants Timeline May 1 -- District Proposal Deadline June 15 – Notifications of Approval to Clubs July 15 – August 15 – Applications Due Applications will be reviewed and funded on a rolling calendar basis

45. Grant Examples – Community Projects District 5030 Club Contribution$1,000 District Grant (1:1) 1,000 PROJECT TOTAL $2,000 District Lead Club$1,000 District Partner Clubs (2 @ $250) 500 District Partnership Incentive ( @$250 ) 500 District Grant (1:1) 1,500 PROJECT TOTAL $3,500

46. 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 District Partner Club 3,000 Host Int’l Club (Mumbai) 1,000 District Partnership Incentive 1,000 District Grant (1:1) 7,500 Mumbai District Match 1,000 PROJECT TOTAL $18,000

47. 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)

48. 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 4500 500 Partner Club 5250 250 Partner Club 6250 250 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

49. Prosperity Rings: India D5030 Match D5030 Lead Club – Bellevue $5,000$5,000 Partner Club 1 5,000 5,000 Partner Club 2 4,000 4,000 Partner Club 3 1,000 1,000 Partner Club 4 1,000 1,000 Partner Club 5500 250 (50%) Partner Club 6500 250 “ SUBTOTAL $17,000 $16,500 TRF World Fund Match 8,500 16,500 SUBTOTAL $25,500 $33,000 TOTAL PROJECT BUDGET $58,500

50. District Grants Timeline May 1 -- District Proposal Deadline June 15 – Notifications of Approval to Clubs July 15 – August 15 – Applications Due Applications will be reviewed and funded on a rolling calendar basis

51. Preferred Project Criteria Projects requesting up to a $5,000 district grant – Aligned with focus area(s) – Sustainable Potential membership enhancement Public image enhancement

52. Resources D5030grantshelpdesk@rotary5030.org

53. 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

54. 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

55. Global Grants - 3 $15,000 minimum R.I. grant More than $100,000 R.I. grant request requires TRF Trustees approval New Global Grant e-proposal form available Jan. 2013 Stay tuned………….

56. Global Grant Example – Large Project “Kalulushi II” malaria District 5030 RC Federal Way (Lead)$5,000 District 5030 Partner Clubs (6) 20,500 Other U.S. Partner Clubs 60,000 District 5030 Match (1:1) 25,500 Other U.S. Districts Match (1:1) 60,000 Kalulushi (Host Club in Zambia) 1,000 TRF Match for District Funds (1:1)85,500 TRF Match for Club Funds (0.5:1)43,250 ROTARY TOTAL $300,750 World Vision contributions (cash/kind) 421,000 PROJECT TOTAL $721,750

57. 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

58. 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

59. 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.

60. For more information Go to: D5030grantshelpdesk@rotary5030.org www.RI.org/FutureVision District Training Sessions Transition Team Members

61. Qualification Requirements: Sign and follow the Memorandum of Understanding (MOU) Support, and participate with, The Rotary Foundation

62. Memorandum of Understanding 1. Club Qualification A.Two members complete Grant Management Seminar B.Qualification good for one Rotary year C.Sign the MOU, President & President-elect D.Lead club is responsible for grant funds, regardless

63. Memorandum of Understanding 2.Club Officer Responsibilities A.One club member as coordinator B.Ensure good stewardship and proper management C.No conflict of Interest……..Actual or perceived

64. Memorandum of Understanding 3.Financial Management Plan A.Written plan for handling finances, records, and signatories B.Complete legible record of receipts and disbursements C.Segregation of duties for handling money D.May need inventory system

65. Memorandum of Understanding 4.Bank Account Requirements A.Grant account shall be separate from other accounts B.Two signatories for grant account C.Low or noninterest-bearing account D. Bank statements kept and readily available

66. Memorandum of Understanding 5.Reporting A.Adhere to all TRF and district requirements 6.Document Retention A.Maintaining grant and qualification records vital B.Records available to club members C.Five year minimum, longer if required

67. Memorandum of Understanding 7.Misuse of Grant Funds A.Prompt written report to district committee 8.Authorization and agreement A.Legal document signed by President and President-elect

68. Support The Rotary Foundation 100% MATCH: Over 50% participation and $100 per member average over past 2 years 50% MATCH: Under 50% participation and/or under $100 per member average over past 2 years