1. District 1130 Rotary Foundation Grant Management Seminar 16 th May 2013

2. May 2013 Welcome 2013/14 “ New Grant Models” to be adopted worldwide For us to be effective it is important to have a good grasp the principles

3. May 2013 Welcome What will you be able to take away from this evening? Improved understanding of The Rotary Foundation Appreciation of how Foundation funding works Understand criteria for applying for Global Grants Considerations for a District Grant Principles of stewardship –Safeguarding Foundation monies How to support The Rotary Foundation

4. RI Presidents’ Theme Engage Rotary Change Lives Ron Burton Rotary International President 2013 -14 www.rotaryinlondon.org

5. “D1130 Foundation” theme Engaging Rotary Foundation Enables Rotarians to Change Lives www.rotaryinlondon.org

6. May 2013 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

7. May 2013 Our Rotary Foundation Is Unique The Rotary Foundation is your Charity –Addresses the greatest needs –World reach greater than the United Nations –We can go where politicians and religious groups cannot

8. May 2013 Foundation enables Rotary the world over to achieve amazing things More than any individual or Club can achieve alone

9. May 2013 Foundation Funding

10. May 2013 Foundation Funding Contributions SHARE System Contributions Earnings

11. May 2013 The SHARE System Divides Annual Fund into –District Designated Fund (DDF) –World Fund Transforms contributions into grants and more Allows clubs to determine how district contributions are spent

12. May 2013 Annual Fund Contributions At the end of Rotary year, Annual Fund contributions split evenly: 50% to the World Fund 50% credited to the district’s DDF

13. May 2013 Two Funds DDF –District controlled –Used by Rotarians in the district –Spent on Foundation grants and programs World Fund –Trustees control –Used by Rotarians worldwide –Spent on Foundation grants and programs

14. May 2013 SHARE System $82,000 Annual Programs Fund 2010-112011-122012-132013-14 Funds raised and invested Funds used Funds invested Funds invested $41,000 DDF & $41,000 World Fund

15. May 2013 US$41,000 District Designated Fund $21,000 or less to the district grant Any amount to club and/or district developed global grants 50% Maximum Remaining Balance Carry forward & transfers D1130 2012-13

16. May 2013 SHARE System Unused DDF rolls forward to the next year; districts notified in August 2014-15 2010-11 2011-12 2012-13 2013-14 Unused DDF is calculated; districts notified in May Funds Raised Funds Spent

17. May 2013 Any Questions?

18. May 2013 Rotary Foundation Global Grants

19. May 2013 Rotary Foundation Global Grants Incoming Global Scholars Scholars adhere to all the principles required of Global Grants (Area of Focus etc.) London District/Club is the “Host” providing local support Sponsoring District is the “International District” providing the cash TRF reporting requirements are responsibility of all parties London has highest number of applications

20. May 2013 Rotary Foundation Global Grants Incoming Global Scholars Application process Approaches are not coordinated by TRF Instigated by scholars and or Districts Approaches through District Governor(s), District Officers, Club websites Personal contacts Refer enquiries to District Coordinator before proceeding

21. May 2013 Rotary Foundation Global Grants Incoming Global Scholars Participating Club must have signed MoU Nominates Primary Contact (Host Counsellor) Nominates 2 additional “committee members” Must work with District Coordinator at all times

22. May 2013 Any Questions?

23. May 2013 Rotary Foundation Global Grants in progress Education support project in Natal Application approved RC Tower Hamlets Club funded with 50% match from TRF Solar lighting for slum suburb of Mumbai Proposal implemented, now monitoring pending reporting RC Battersea Park Club funds +50%, DDF +100%

24. May 2013 Nkonya Village Project RC Bush Hill Park

25. May 2013 Global Grants Long-term projects Sustainable Support the areas of focus Larger grant awards World Fund match Host and international sponsors

26. May 2013 Host and International sponsors Host sponsor –based in country of activity International sponsor –Based outside country of activity NB –Global Scholarship Host Sponsor support in country of study International Sponsor provide funding

27. May 2013 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

28. May 2013 Larger Grant Awards Minimum Global Grant $15,000 DDF attracts 100% grant Club contribution attracts 50% District 1130 will match up to 100% of Club contribution Effectively minimum value for Club project is $35,000

29. May 2013 Sustainable Project impact continues after funding is used Multiple levels of sustainability Use of local resources Respect natural resources

30. May 2013 Sustainable Reach the most beneficiaries Introduce new methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups Project continues after initial Rotary initiative

31. May 2013 Measurable Outcomes Undertake a needs assessment before you start Put a plan in place before implementation Establish baseline data Determine quantitative and qualitative measures

32. May 2012 Member Access

33. May 2013 Application Process 1.Club qualifies (note even for Global Scholarship hosting) 2.Club submits club-developed global grant proposal online 3.TRF reviews proposal for initial approval 4.Club submits global grant application 5.District approves online 6.TRF reviews for final approval

34. May 2013 Global Grant Reporting Progress report submitted 12 months after funds received Every 12 months until project is complete Final report submitted within 2 months of project completion –Applies to all global grants

35. May 2013 Packaged Grants Collaborations with non-Rotary strategic partners and Rotary-affiliated entities Support the areas of focus Can be scholarships, humanitarian projects, or vocational training

36. May 2013 Questions?

37. May 2013 Things to do next Talk to District Grant chairman –Plan ahead –Check compliance with “focus” –Calculate project value –Check status of “partner district” –Consider availability of DDF

38. May 2013 Rotary Foundation District Grants

39. May 2013 Rotary Foundation District Grants £250 to £2,000 2012/13 in District 1130 Swimming equipment for special needs children Vocational training and equipment for cycle club Pond educational resource for special needs school Equipment for St Mungo’s Solar fridge to store antidote for snake venom antidote Equipment for engine in Ethiopia Equipment for Jalabad Rehabilitation Centre

40. May 2013 District Grants Single “block” grant awarded annually –District must submit “spending plan Local or international activities Activities align with TRF mission Local decision making with broader guidelines Smaller activities and projects

41. May 2013 District Grants Include active Rotarian participation Adhere to stewardship guidelines Demonstrate cultural sensitivity

42. May 2013 Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through –the improvement of health, –the support of education, –and the alleviation of poverty

43. May 2013 District Grants Applications 2012-13 8 x £1,600 = £12,800 ($21,000) –Each “Area” to submit application(s) by end of September 1 x joint project with several (most) clubs »or Several individual smaller proposals –District creates shortlist to form “Spending Plan” –District applies for Block Grant end of October –Monies available by Christmas

44. May 2013 Questions?

45. May 2013 Things to do next Talk to District Grant coordinator –Plan ahead –Prepare supporting documentation for application –Look out for announcement opening the process

46. May 2013 Stewardship

47. May 2013 District governor District governor-elect District Rotary Foundation committee chair District Rotary Foundation subcommittee chairs Decisions Allocate maximum 50% DDF to District Grants Use DDF to support –Districtwide Global grant application –Club initiated Global Grants Who is involved in planning?

48. May 2013 Stewardship Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.

49. May 2013 Stewardship Practices Have Rotarians supervise project Implement projects as approved Follow standard business practice Report irregularities Submit reports Retain documents

50. May 2013 Stewardship Activities Report tracking Routine monitoring Random and targeted audits Cadre and specialized auditors Investigating allegations Stewardship seminars

51. May 2013 Qualification Qualification provides clubs with financial and stewardship controls for meeting Foundation requirements and managing grant-funded activities. Under the new grant model, clubs will need to qualify before applying for grants.

52. May 2013 Qualification Requirements Attend the district grant management seminar Read, sign, and submit club MOU to the district

53. May 2013 Club Memorandum of Understanding The club MOU is a binding agreement between the club and its district, outlining Foundation requirements. By signing the MOU, the club agrees to comply with the requirements.

54. May 2013 Planning Grant Applications Whether you are considering a Global Grant application or District Grant application, forward planning is essential The Future Vision procedures are proactive not reactive.

55. May 2013 Global Grant Reporting Progress report submitted 12 months after funds received Every 12 months until project is complete Final report submitted within 2 months of project completion –Applies to all global grants

56. May 2013 Questions?

57. May 2013 Things to do next Take Memorandum of Understanding form Get signed and return to Grant Chairman Qualified to take part in Foundation programmes Carefully plan future projects

58. May 2013 Contributions and Recognition

59. May 2013 Supporting The Rotary Foundation Annual Programs Fund For Support Today Permanent Fund To Secure Tomorrow PolioPlus Fund End Polio Now

60. May 2013 Annual Programs Fund Supports grants and programs through the SHARE system Contributions credited to donor’s club and applied to club’s per capita goal

61. May 2013 100% Member Participation Annual Programs Fund

62. May 2013 ontributes at least US$100 every year to the Annual Programs Fund Rotary Foundation Sustaining Member 2009-2010

63. May 2013 Significant contributions Paul Harris fellow Paul Harris Society Benefactor Bequest Society

64. May 2013 Any Questions?

65. May 2013 Things to do next Talk to Club about contributions to support Foundation Sign up to be a Sustaining Member Promote sustaining membership to colleagues

66. May 2013 District 1130 Rotary Foundation Seminar Example Scenario 1 -response Proposal to purchase diesel van for African village to take produce to market. Supply from SA at cost of $35,000 Suitable /not suitable Type of Grant to be considered

67. May 2013 District 1130 Rotary Foundation Seminar Example Scenario 1 -response Proposal to purchase diesel van for African village to take produce to market. Supply from SA at cost of $35,000 not suitable ? Sustainability – fuel, maintenance No evidence of Rotary involvelment Type of Grant to be considered N/a

68. May 2012 District 1130 Rotary Foundation Seminar Example Scenario 2 Rotary Club seeking support to assist after school club in deprived area with basic sports equipment. Budget £750, Rotarians to be on organising committee and to provide rota of supervisors to assist school staff Suitable /not suitable Type of Grant to be considered

69. May 2012 District 1130 Rotary Foundation Seminar Example Scenario 2 - response Rotary Club seeking support to assist after school club in deprived area with basic sports equipment. Budget £750, Rotarians to be on organising committee and to provide rota of supervisors to assist school staff Suitable Rotarian involvement, community need Equipment will be available for large number of children for several years Type of Grant to be considered District Grant £375 (approx $500) Club contribution £375

70. May 2012 District 1130 Rotary Foundation Seminar Example Scenario 3 Rotary Club working with Rotary Club in South America to facilitate clean up of local river thereby reducing risk of waterborne diseases. Labour being provided by local villagers but need funds to purchase local products to create rubbish collection points (ie not thrown in river), toilet blocks and support educational programme – budget $60,000 Suitable /not suitable Type of Grant to be considered

71. May 2012 District 1130 Rotary Foundation Seminar Example Scenario 3 - response Rotary Club working with Rotary Club in South America to facilitate clean up of local river thereby reducing risk of waterborne diseases. Labour being provided by local villagers but need funds to purchase local products to create rubbish collection points (ie not thrown in river), toilet blocks and support educational programme – budget $45,000 Suitable Global Grant (assuming future vision) D1130 Club(s) contribution$12,000 + $6000 D **** Club contribution $ 1,000 + $500 D1130 DDF $12,000 + $12,000 D **** DDF$ 1,000 + $1,000

72. May 2012 Create a Club action plan Before we conclude can we share some ideas as to what Clubs can plan to achieve 2013/14 2014/15 –Set GOALS

73. May 2013 Create a Club action plan Before we conclude can we share some ideas as to what Clubs can plan to achieve Increased contributions to TRF Global Grant District Grant

74. May 2013 Thank you for your support!