Transition to Future Vision

D-5580 LEAD/PETS Sessions

March 5-9, 2012

R. Turner

Future VisionPreparation

This PowerPoint presentation was developed by PDG Newell Krogmann, DRFC and Craig Leiser,

DG 2010-11 of Rotary District 5960. Modified by R. Turner, D-5580 February 2012. This is not an

official publication of The Rotary Foundation.

TODAY

Outcomes:

Understand: TRF Future Vision

Motivate: Club Planning

Begin Transition

Future Vision

WHY?Sound StewardshipDecentralized processFlexibility at local levelEnhanced capacity to serveSustainability, Significance, SimplificationGreater Rotarian Involvement

FUTURE VISION GOALS

• Simplify programs and processes• Focus Rotarian service efforts to

increase global impact• Support global and local efforts• Increase sense of ownership at the

district and club levels• Enhance Rotary’s public image

Future Vision Plan Timeline

2012-132010-11 011-122011-12 2012-132010-11 2013-14

SOME ABBREVIATIONS• TRF

The Rotary Foundation• GMS

Grant Management Seminar• MOU

Memorandum of Understanding• VTT

Vocational Training Team• FVP

Future Vision Pilot• DDF

District Designated Funds

Future VisionNEW CONCEPTS AND WAYS

A New Vocabulary

• SIX AREAS OF FOCUS• GLOBAL GRANTS (GG) • DISTRICT GRANTS (DG)• DDF allocation to Global and District• NEEDS ASSESSMENT• SUSTAINABLE• MEASUREABLE• VTTs (and GSEs)• SCHOLARSHIPS AS GRANTS• MEMBER ACCESS AS GATEWAY

Future Vision

Two kinds of grants

®GLOBAL GRANTS (GG)®DISTRICT GRANTS (DG) (Also referred to as Block Grants)

Earnings used for administrative

costs

$

50% to World Fund50% to District Designated

Fund (DDF)

Up to ½ to District

Grants

At least½ to Global

Grants

Year 1 Year 2

$$200,000

$50,000$50,000

$100,000 $100,000

Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE

Year 3

TRF’s Current & Future Model

PolioPlus and Rotary Peace Centers

Current Model

Ambassadorial

Scholarships: Multi-year

Ambassadorial

Scholarships: Cultural

Ambassadorial

Scholarships: Academic

year

Ambassadorial

Scholarships: Low-income

Rotary Grants for University

Teachers

Group Study Exchange

Educational Programs

Humanitarian Grants

Matching Grants

District Simplified

Grants

Health, Hunger, and Humanity

GrantsVolunteer Service

Grants

Regional Scholar

Seminars

Disaster Recovery

Global Grants

Future Model

District Grants

Club- and district-

developed

Global Grants

Packaged Global Grants

Vocational Training Teams, Scholarships,

Projects

FUTURE VISION

✦ ✦ ✦

Global Grants

Future Vision

GLOBAL GRANTS

$ Scholars$ Vocational Training (VTT)$ Humanitarian Work$ Packaged Grants (From TRF)

Future Vision

SIX AREAS OF FOCUSPeace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

Future Vision Global Grantsby Area of Focus

Future Vision

GLOBAL GRANTS! TOTAL AT LEAST $30,000

INCLUDING TRF MATCH (min. of 15,000)1 to 1 match of DDF.5 to 1 match of club funds

! HOST AND INTERNATIONAL PARTNERS! Two-Step Process: PROPOSAL and APPLICATION Via Member Access. ! GMS and MOU required! SIX AREAS OF FOCUS

FUTURE VISION

Global Grant Example #1

$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund

$35,000 Total

FUTURE VISION

Global Grant Example #2

$15,000 DDF $15,000 TRF, World Fund

$30,000 Total

Future Vision

CLUB QUALIFICATION

Grant Management Seminar1 person per club must attend.

(PE or representative)

TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

CLUB MOU – TRF (and District)Terms of QualificationClub Leadership ResponsibilitiesFinancial Management/StewardshipDocument RetentionReportsGMS required for Global GrantsDistrict can require for District Grants (5960 does.)Mentors Required for Grants (5960 requirement)Signatures in year before by current PE and President

ANNUAL SUBMISSION

Future Vision

FUTURE VISION

✦ ✦ ✦

District Grants

Future VisionDISTRICT GRANTS

SERVICE PROJECTSSCHOLARSHIPS

VOCATIONAL TRAINING TEAM“GSE” (funded from District Grant)

Project Planning(Submitting potential projects and necessary funding prior

to receiving DDF)

MUST MEET MISSION OF THE FOUNDATION(Areas of Focus not necessary)

ROTARY FOUNDATION MISSION

To enable Rotariansto advance world

understanding,goodwill and peace throughthe improvement of health,

the support of education, andthe elimination of poverty.

District Grants

• Local• International• All submitted as proposals for

District DDF Spending Plan• Proposal Deadline set by district.• D-5580 requires GMS and MOU• Reporting Process 12 months

Following transfer of funds.

FUTURE VISION

District Grant Example

$3000.00 Club $3000.00 DDF*

$6000.00 Total

*Actual funding formula and criteria

to be determined

Future VisionDistrict GrantsCycle Time Comparison

Submission Approval Payment Closure

Grant Type Range Average

District SimplifiedGrants

8-58 months

>20 months

DistrictGrants *In Pilot Program

4-11 months

> 7 months*Report due 12 months following funding.

Future Vision

CLUB QUALIFICATION

Grant Management Seminar1 person per club must attend.

(PE or representative)

TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

CLUB MOU – TRF (and District)Terms of QualificationClub Leadership ResponsibilitiesFinancial Management/StewardshipDocument RetentionReportsGMS required for Global GrantsDistrict can require for District Grants (5960 does.)Mentors Required for Grants (5960 requirement)Signatures in year before by current PE and President

ANNUAL SUBMISSION

Future Vision

Future Vision

WHAT WON’T CHANGE

Serving Above SelfPolioPlus, Until Disease EradicatedPeace FellowshipsNeed for giving to support TRFGiving recognition

Future Vision

NOW is the time

to start getting ready for

July 2013

D-5580 Timetable

Action to date March, 2011

Future Vision Transition Committee is

established and preparing for: July 1, 2013 rollout

Mentoring with FV Pilot D-5960

D-5580 Timetable

Action to date March, 2011 Key Committee Chairs Aware. Zone Institute Training Sept. 2011. Foundation Training Nov. 2011. DGE Training at IA Jan. 2011. Aligned with 3 FV Pilot Districts. District Grants Subcommittee

expanded: Scholarship & VTT Chairs

D-5580 Timetable

To Do: March - Dec. 2012.Committee Structure Changes

Adopt New: District Grants.** Adopt New: Dist. Foundation Audit. Revamp: Foundation Committee? Establish: Club Mentor Program. Identify: Treasurer. Trainer.

Compliance Officer?

D-5580 Timetable

To Do: March - Dec. 2012. Establish Guidelines

Global Grants. District Grants. Scholarship. Vocational Training Teams. Reporting Requirements

D-5580 Timetable

March - Dec. 2012, pre-2013

Develop DDF Spending Plan Develop Dist. Grant Spending Plan Establish Timeline for Dist. Grant

Proposals from Clubs Establish Timeline for Dist. To submit

spending plan to TRF.

D-5580 Timetable

Throughout Transition

Communicate with Clubs Via: District Newsletter. District Website. Future Vision Newsletter? Email-2013-14 Presidents?

D-5580 Timetable

2012 Training Opportunities

March 5-9: Club Leaders at PETS

April 14: District Conference. May 6-9: RI Convention workshop. Sept 11-13: District Leaders at Zone

Institute.

TRF Timetable

Jan. 2013

DGE and DRFC: Training at International Assembly.

District Qualification via Online Process.

TRF Timetable

Feb. – June 2013 Train: Assistant Governors and other

District Leaders. Promote: TRF Grant Webinars to

Club leaders. Ensure Club Qualification: *March

Pets-only venue for In Person GMS? Communicate: With Clubs re District

& Global Grant process.

TRF Timetable

Feb. – June 2013. Cont. Develop: District/Global Spending

Plan specific to 2013-14 Year. Complete: Outstanding DSG

Reporting requirements to ensure flow of 2013 District Grant Funds.

Submit: Reports for all TRF Grants and Programs to ensure DG &GG.

TRF Timetable

Feb. – June 2013, Cont.

March-May: Clubs prepare and submit Proposals for District Grant.

May-June: District prepares official 2013-14 DG Spending Plan.

By July 1: Plan submitted to TRF. July I, 2013: Let the fun begin.

FUTURE VISION TRF RESOURCES

Quick Reference Guide. Transition Tips. Preparing your club for Foundation

Grants in 2013 Terms and conditions for Rotary

Foundation District Grants and Global Grants.

Future Vision News. Remember: We are a Non Pilot Dist.

FUTURE VISION RESOURCES

Clubs: www.rotary.org/en/fvclub

Districts: www.rotary.org/en/fvdistrict

General:www.rotary.org/futurevision

District Resources

District Rotary Foundation Chair: Roly Turner rotaryroly@tbaytel.net

Future Vision Transition Chair: Keith Brokke

kbrokke@borderstatespaving.com District Website:

www.clubrunner.ca/5580

FUTURE VISION

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YOUR QUESTIONS

FUTURE VISION

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Thank You

R. Turner K. Brokke