district 1130 rotary foundation grant management seminar 16 th may 2013
TRANSCRIPT
District 1130Rotary Foundation
Grant Management Seminar
16th May 2013
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
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
RI Presidents’ Theme
Engage RotaryChange Lives
Ron BurtonRotary International President
2013 -14
www.rotaryinlondon.org
“D1130 Foundation” theme
Engaging Rotary Foundation
Enables Rotarians to Change Lives
www.rotaryinlondon.org
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
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
May 2013
Foundation enables Rotary the world over to achieve amazing
things
More than any individual or Club can achieve alone
May 2013
Foundation Funding
May 2013
Foundation Funding
Contributions
SHARE System
Contributions
Earnings
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
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
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
May 2013
SHARE System
$82,000 Annual
Programs Fund
2010-11 2011-12 2012-13 2013-14
Funds raised and invested
Funds usedFunds invested
Funds invested
$41,000 DDF &
$41,000 World Fund
May 2013
US$41,000District 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
May 2013
SHARE System
Unused DDF rolls forward to the next year;
districts notified in August
2014-152010-11 2011-12 2012-13 2013-14
Unused DDF is calculated; districts notified in May
Funds Raised
Funds Spent
May 2013
Any Questions?
May 2013
Rotary Foundation Global Grants
May 2013
Rotary Foundation Global GrantsIncoming 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
May 2013
Rotary Foundation Global GrantsIncoming 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
May 2013
Rotary Foundation Global GrantsIncoming 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
May 2013
Any Questions?
May 2013
Rotary Foundation Global Grantsin 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%
May 2013
Nkonya Village ProjectRC Bush Hill Park
May 2013
Global Grants
• Long-term projects• Sustainable • Support the areas of focus• Larger grant awards• World Fund match• Host and international sponsors
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
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
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
May 2013
Sustainable
• Project impact continues after funding is used• Multiple levels of sustainability• Use of local resources• Respect natural resources
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
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
May 2012
Member Access
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 approval4. Club submits global grant application5. District approves online6. TRF reviews for final approval
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
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
May 2013
Questions?
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
May 2013
Rotary Foundation District Grants
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
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
May 2013
District Grants
• Include active Rotarian participation• Adhere to stewardship guidelines• Demonstrate cultural sensitivity
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
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
May 2013
Questions?
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
May 2013
Stewardship
May 2013
• District governor• District governor-elect• District Rotary Foundation committee chair• District Rotary Foundation subcommittee chairsDecisions• Allocate maximum 50% DDF to District Grants• Use DDF to support
– Districtwide Global grant application– Club initiated Global Grants
Who is involved in planning?
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.
May 2013
Stewardship Practices
• Have Rotarians supervise project• Implement projects as approved• Follow standard business practice• Report irregularities• Submit reports• Retain documents
May 2013
Stewardship Activities
• Report tracking• Routine monitoring • Random and targeted audits• Cadre and specialized auditors• Investigating allegations• Stewardship seminars
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.
May 2013
Qualification Requirements
• Attend the district grant management seminar
• Read, sign, and submit club MOU to the district
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.
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.
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
May 2013
Questions?
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
May 2013
Contributions and
Recognition
May 2013
Supporting The Rotary Foundation
Annual Programs FundFor Support Today
Permanent FundTo Secure Tomorrow
PolioPlus Fund
End Polio Now
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
May 2013
100% Member Participation
Annual Programs Fund
May 2013
ontributes at least US$100 every year to the Annual Programs Fund
Rotary FoundationSustaining Member
2009-2010
May 2013
Significant contributions
Paul Harris fellow
Paul Harris Society
Benefactor
Bequest Society
May 2013
Any Questions?
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
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 suitableType of Grant to be considered
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 consideredN/a
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 suitableType of Grant to be considered
May 2012 District 1130 Rotary Foundation Seminar
Example Scenario 2 - responseRotary 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 needEquipment 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
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 suitableType of Grant to be considered
May 2012 District 1130 Rotary Foundation Seminar
Example Scenario 3 - responseRotary 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
SuitableGlobal 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
May 2012
Create a Club action plan
Before we conclude can we share someideas as to what Clubs can plan to achieve
• 2013/14• 2014/15
– Set GOALS
May 2013
Create a Club action plan
Before we conclude can we share someideas as to what Clubs can plan to achieve
• Increased contributions to TRF• Global Grant• District Grant
May 2013
Thank you for your support!