the rotary foundation 2013 our next century of service
DESCRIPTION
The Rotary Foundation 2013 Our Next Century of Service. D5030 Grants Management Seminar Nov 17, 2012. Upcoming District Event. District 5030 Holiday Party 6:00PM to 8:00PM Saturday, December 15, 2012 Rainier Club. Global Peace Forums. Berlin, Germany -- Peace Without Borders - PowerPoint PPT PresentationTRANSCRIPT
The Rotary The Rotary Foundation Foundation 20132013
Our Next Our Next Century of Century of ServiceService
D5030 Grants Management SeminarNov 17, 2012
Upcoming District EventUpcoming District Event
District 5030 Holiday Party District 5030 Holiday Party 6:00PM to 8:00PM6:00PM to 8:00PM
Saturday, December 15, 2012 Saturday, December 15, 2012
Rainier ClubRainier Club
Global Peace ForumsGlobal Peace Forums
Berlin, Germany -- Peace Without Berlin, Germany -- Peace Without Borders Borders
November 30 - December 2, 2012 November 30 - December 2, 2012
Honolulu, Hawaii, USA -- The Green Honolulu, Hawaii, USA -- The Green Path to Peace Path to Peace
January 25 – 27, 2013 January 25 – 27, 2013
Hiroshima, Japan -- Peace Begins with Hiroshima, Japan -- Peace Begins with You You
May 17-18, 2013 May 17-18, 2013
Celebrate the Year at District Celebrate the Year at District ConferenceConference
Bringing together:Bringing together:
- Peace through Service- Peace through Service- To Russia with Love:- To Russia with Love:
GSE/Hands on ProjectGSE/Hands on Project-Celebrate an Epic yearCelebrate an Epic year-Special Club Pricing TODAYSpecial Club Pricing TODAY
The Rotary The Rotary Foundation Foundation 20132013
Our Next Our Next Century of Century of ServiceService
D5030 Grants Management SeminarNov 17, 2012
Key Issues
#1: 1965 – 1995 10,000 Matching Grants 1996 - 2004 10,000 Matching Grants 2005 - 2009 10,000 Matching Grants
Key Issues
#2: Rotarian projects good but often not sustainable
#3: Rotarians lacked flexibility to mix / match between programs (scholarships/ exchanges / grants)
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
PolioPlus
Annual Fund Permanent
Fund
PeaceScholars
PolioPlus
$In
• GSE• Ambassadorial Scholars• Scholarship for Univ. Teachers• District Simplified Grants• Individual Grants• Matching Grants• 3H Grants• Blane Immunization Grants
$Out
New Grant Model
• District Grants (< $30K)District Administers
• Global Grants ($30K - $200K)TRF Administers
• Sustainable
• 6 Areas of focus
Learning ObjectivesLearning ObjectivesYou will learn today: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
Learning ObjectivesLearning ObjectivesContinuedContinued::
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
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 FocusAreas of Focus
Global GrantsGlobal 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
District Grants OverviewDistrict Grants Overview
• Best ever opportunity
for community projects
• International projects too
• Up to $30,000 total project
District Grants OverviewDistrict 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
District Grants OverviewDistrict 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
Developing A ProjectDeveloping A Project
• Needs assessment
• Project size parameters
• Role(s) of Rotarians
• Other necessary partners.
Needs AssessmentNeeds 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/Assessments/Pages/ridefault.aspx
Grant ParametersGrant Parameters
• District Grants up to $5,000
• District Grants $5,001 - $15,000
• Global Grants $15,000 - $200,000
$
District Grants under District Grants under $5,001$5,001
• Within Rotary’s mission
• Examples:– Renovating/repairing structures
– School or cooking supplies/equipment
– Project reconnaissance/development trip (no partner required)
– Scholarships
District Grants $5,001 - District Grants $5,001 - $15,000$15,000
• Address at least 1 “Focus Area”
• Sustainable
• Host country Rotary partner (if international)
Global Grants $15,000 - Global Grants $15,000 - $200,000$200,000
• Minimum total project budget = $35,000+
• R.I. match $15,000 - $100,000
• R.I. match over $100,000 “competitive”
Global Grants $15,000 - Global Grants $15,000 - $200,000$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
Role(s) for RotariansRole(s) for Rotarians
• Participate in project design
• Provide financial support & fiduciary oversight
• Participate in implementation
• Monitor, evaluate & report project results
Finding PartnersFinding 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 ([email protected])
District Grants – A Great District Grants – A Great OfferOffer
• 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?
District Grants – A Great District Grants – A Great Offer Offer 22
• Projects up to $30,000 total budget
• District Grants up to $15,000
• Up to 2 years for implementation
100% Match Requirements100% 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
New: District Partnership New: District Partnership IncentiveIncentive
• 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
How Partnership Incentive WorksHow 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
District Grants TimelineDistrict 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
Grant Examples – Community Grant Examples – Community ProjectsProjects
• District 5030 Club Contribution $1,000District Grant (1:1) 1,000
PROJECT TOTAL $2,000
• District Lead Club $1,000District Partner Clubs (2 @ $250) 500District Partnership Incentive (@$250) 500District Grant (1:1) 1,500
PROJECT TOTAL $3,500
District Grant Examples – Int’l District Grant Examples – Int’l Projects 1Projects 1
• District Lead Club $4,500District Grant 4,500Host Int’l Club (Mumbai) 1,000Mumbai District Match 1,000
PROJECT TOTAL $11,000
• District Lead Club $4,500District Partner Club 3,000Host Int’l Club (Mumbai) 1,000District Partnership Incentive 1,000District Grant (1:1) 7,500Mumbai District Match 1,000
PROJECT TOTAL $18,000
District Grant or Global Grant?District Grant or Global Grant?• District Lead Club $4,500
District Partner Clubs (2) 6,000Host Int’l Club (Mumbai, India) 1,000District Partnership Incentive 2,000 (Up to$1,000/club)District Grant (1:1) 10,500Mumbai District Grant 1,000
PROJECT TOTAL $24,000(still < $35,000)
• District Lead Club $4,500District Partner Club (2) 6,000Host Club (Mumbai, India) 1,000District 5030 Match 10,500Mumbai District Grant (1:1) 1,000World Fund District Match (1:1) 11,500World Fund Club Match (0.5:1) 5,750
PROJECT TOTAL $ 40,250(now >$35,000)
D5030 $1:$1 matchD5030 Lead Club $5,000 $5,000
Partner Club 1 2,000 2,000Partner Club 2 1,000 1,000
Partner Club 3 1,000 1,000Partner Club 4 500 500Partner Club 5 250 250Partner Club 6 250 250
SUBTOTAL $10,000 $10,000
TRF World Fund Match 5,000 10,000SUBTOTAL $15,000 $20,000
TOTAL PROJECT BUDGET $35,000
$35,000 Global Grant
Prosperity Rings: IndiaProsperity Rings: India
D5030 MatchD5030 Lead Club – Bellevue $5,000 $5,000
Partner Club 1 5,000 5,000Partner Club 2 4,000 4,000
Partner Club 3 1,000 1,000Partner Club 4 1,000 1,000Partner Club 5 500 250 (50%)Partner Club 6 500 250 “
SUBTOTAL $17,000 $16,500
TRF World Fund Match 8,500 16,500SUBTOTAL $25,500 $33,000
TOTAL PROJECT BUDGET $58,500
District Grants TimelineDistrict 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
Preferred Project CriteriaPreferred Project Criteria
• Projects requesting up to a $5,000 district grant– Aligned with focus area(s)– Sustainable
• Potential membership enhancement
• Public image enhancement
Global Grants - 1Global 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
Global Grants - 2Global 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
Global Grants - 3Global 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………….
Global Grant Example – Large Project Global Grant Example – Large Project “Kalulushi II” malaria“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
Packaged Global GrantsPackaged 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
2013 – 2014 Grant 2013 – 2014 Grant StructureStructure
District Grants Global 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
Grant proposals approved by District Grants Committee
What Is Sustainability?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.
For more For more informationinformation
Go to:Go to:
•www.RI.org/FutureVision
•District Training Sessions
•Transition Team Members
Qualification Requirements:
• Sign and follow the Memorandum of Understanding (MOU)
• Support, and participate with, The Rotary Foundation
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
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
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
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
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
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
Support The Rotary Foundation
100% MATCH:
Over 50% participation and $100 per member average over past 2 years
50% MATCH:
Under 50% participation and/orunder $100 per member average over past 2
years