welcome! rotary district 5580 grant management seminar march 2013 r. turner drfcc 1
TRANSCRIPT
Welcome! ROTARY DISTRICT 5580
GRANT MANAGEMENT SEMINAR
March 2013 R. Turner DRFCC 1
ROTARY DISTRICT 5580
PREPARING FOR THE GLOBAL LAUNCH
OFFUTURE VISION
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This presentation was developed byPDG Newell Krogmann, DRFCC, District 5960.
Amended by PDG Roly Turner DRFCC, D-5580. This is not an official publication
of The Rotary Foundation.
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TODAY’S SEMINAR
• OVERVIEW AND INTRODUCTION• CREATING A PROJECT• APPLYING FOR A GRANT
ProceduresFormsScenariosQ & A
• PROJECT IMPLEMENTATION & REPORTS• QUALIFICATION• QUESTIONS
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SOME ABBREVIATIONS• TRF
The Rotary Foundation• GMS
Grant Management Seminar• MOU
Memorandum of Understanding• VTT
Vocational Training Team• GSE
Group Study Exchange• FV
Future Vision • DDF
District Designated Funds5
ROTARY FOUNDATION MISSION
To enable Rotariansto advance world understanding,
goodwill and peace throughthe improvement of health,
the support of education, andthe elimination of poverty.
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ROTARY FOUNDATION
DOING GOODIN
THE WORLD
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Future Vision
WHO? WHY? WHAT? WHEN? HOW?
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Future Vision
WHO?/ NOW
100 Districts as FVP DistrictsThe Foundation as a partner
Pilot initiated July 1, 2010
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Future Vision
OFFICIAL LAUNCH JULY 1, 2013 ALL ROTARY DISTRICTS IN FUTURE VISION with
The Foundation as a partner
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Future Vision
WHY?
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Growth of the Foundation
1979 3-H grants and club partnership
1985 PolioPlus campaign launched
1999 Rotary Centers for International Studies
2000 10,000 Matching Grants approved since 1965
2003 District Simplified Grants launched
2004 Another 10,000 Matching Grants approved
2005 Future Vision Committee begins
2007 Gates $100 Million Challenge for polio
2008 Another 10,000 Matching Grants approved
2009 Gates commits additional $255 million for
$200 Million Challenge
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Growth of the Foundation
1965-2000
10,000 Matching Grants approved
By 2004
Another 10,000 Matching Grants
By 2008
Another 10,000 Matching Grants13
Future Vision
WHY?
► Sound Stewardship► Decentralized process► Flexibility at local level► Enhanced capacity to serve► Focus
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Enhance Rotary’s public image
Enhance Rotary’s public image
Simplify TRF
programs & processes
Simplify TRF
programs & processes
Focus service efforts
Focus service efforts
Support global &
local service
Support global &
local service
Transfer more
decisions to districts
Transfer more
decisions to districts
New Rotary Foundation
Grants
Priorities
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Future Vision
WHAT?
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Future Vision
• Where does the money come from?– Rotary Foundation (Rotarians)
• How does it get to us?– District Designated Funds - DDF
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Rotary Foundation Funding
Investment
Earnings
Investment
Earnings
District Designated
Fund(DDF)
District Designated
Fund(DDF)
TRF Progra
m Funding
TRF Progra
m Funding
SHARESHARE
World FundWorld Fund
RotarianContributio
ns
RotarianContributio
ns
Earnings used for Earnings used for administrative costsadministrative costs
2012-13
50% to World Fund50% to World FundMatching
Humanitarian Grants3H Grants
GSEPeace Fellows
Polio+
50% to District Designated 50% to District Designated Fund (DDF)Fund (DDF)
20% to District
Simplified Grants
Humanitarian Grants
ScholarshipGSE
2009-10 2010-11
$$236,500
$70,950$23,650
$118,250 $118,250
Current Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE
2011-12
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20% to Polio
$23,650
Earnings used for Earnings used for administrative costsadministrative costs
2013-14
50% to World Fund50% to World FundMatching GrantsPackaged Grants
Peace FellowsPolio+
50% to District Designated 50% to District Designated Fund (DDF)Fund (DDF)
Up to ½ to District
Grants
At least½ to Global
Grants
2010-11 2011-12
$$259,670
$64,918$64,918
$129,835 $129,835
Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE
2012-13
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Future VisionNEW CONCEPTS AND WAYS
A New Vocabulary
– SIX AREAS OF FOCUS– GLOBAL GRANTS – with qualified districts – DISTRICT GRANTS– PACKAGED GRANTS– DDF allocation to Global and District– NEEDS ASSESSMENT– SUSTAINABLE– MEASUREABLE– VTTs (and GSEs)– SCHOLARSHIPS AS GRANTS– MEMBER ACCESS AS GATEWAY
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Future Vision
Three kinds of grants
GLOBAL GRANTS $ DISTRICT GRANTS $
Packaged Grants – no DDF
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Future Vision
GLOBAL GRANTS
*Scholars (graduate level)*Vocational Training (VTT)*Humanitarian Work
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Future Vision
GLOBAL GRANTSHUMANITARIAN GRANTS
● TRF MATCH must be at least $15,000● HOST AND INTERNATIONAL PARTNER● Pre-Application – “Educational Piece” “Application Survey?”● APPLICATION: Complete online beginning
April 1st on a revolving basis.•REPORTING PROCESS. ● SIX AREAS OF FOCUS
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Future Vision
GLOBAL GRANTSHUMANITARIAN GRANTS – OUR DISTRICT
● DISTRICT ONLY PROJECT -- AT LEAST $30,000No club $TRF match must be at least $15,0001:1 match of DDF – so, at least $15,000 DDF
● CLUB(s) PROJECT – AT LEAST $35,000TRF match must be at least $15,000Club(s) $ at least $10,000 – DDF $10,000TRF match of 1:1 DDF & .5:1 Club
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FUTURE VISION
Global Grant Example #1
$15,000 DDF $15,000 TRF, World Fund
$30,000 Total
FUTURE VISION
Global Grant Example #2
$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund
$35,000 Total
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
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Global Grants 2013-14Our District
At least $64,918 will be available + Unspent carryover from previous years
•Humanitarian Grants
•Global Scholarships•Vocational Training Teams
Lots of Opportunities!30
Future Vision
Three kinds of grants
GLOBAL GRANTS $ DISTRICT GRANTS $
Packaged Grants – no DDF
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District Grants
Community, small International projects, scholarship, other GSE?Must meet TRF Grants Terms and Conditions. (see handout)Club Qualification so: GMS, MOU and Addendum required by D-
5580Submitted as a Proposal to District Spending Plan. One time
window.
Must meet the Foundation Mission.
ROTARY FOUNDATION MISSION
To enable Rotariansto advance world understanding,
goodwill and peace throughthe improvement of health,
the support of education, andthe elimination of poverty.
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District Grants cont.
Funds available 2013-14 up to $65,000, from 2010-11 APF contributionsMinimum Request $500.00Maximum Request $5000. per club, up to $15000. Multi club partnership.
Additional Criteria; when requests exceed funds available???District Criteria reviewed annually, May following Spending Plan
District Grants cont.
Funding Example
$3000.00 Club $3000.00 DDF
$6000.00 Total
Note: Criteria may change year to year Depending on Funds available and demand
District Grants cont. Proposal Application Process
Application available on District Website, completed on line.March-April work with assigned Mentor to complete Proposal.April 30, Final Draft proposal due.Early May, Grants Subcommittee approves Proposals based on criteria and funding available.
District Grants cont.
Mid May, District Submits Spending Plan to TRF for final approval.Approved Proposals resubmitted as Applications. (Same
Document, click Application) Clubs have until the following May to request grant funds and initiate project. (Do not start project before receiving funds)
Club reporting process kicks in upon receipt of funds. Every 6 months, 2 year Sunset
Future Vision
Three kinds of grants
GLOBAL GRANTS $ DISTRICT GRANTS $
Packaged Grants – no DDF
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New Model
Packaged Grants
Predesigned Grants.
For: Humanitarian project, Scholar, Vocational Training Team.
Funded 100% by TRF World Fund and Rotary’s Strategic Partners. (See Strategic Partners Handout)
Future Vision Plan Update
Strategic Partners
Future Vision
WHAT DOES NOT CHANGE
► Service Above Self► PolioPlus, until disease eradicated► Peace Fellowships► Need for giving to support TRF► Giving recognition
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Future Vision WHAT else DOES NOT CHANGE
D-5580 World Community Service Fund
► Matching Grants for International Projects that may not meet TRF criteria.
► Funded entirely from District dues.► Initiated primarily to fund building construction.► Applications on a rolling basis throughout the
Rotary year. (Online, District Website)
► Will be reviewed annually.42
Future Vision
WHEN?
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Future Vision
WHEN?
Future Vision Plan begins in all Districts on July 1, 2013
Can apply for Global Grants – April 1, 2013
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Future Vision
HOW?
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Future VisionHOW?
District Memorandum Of Understanding (MOU)More stewardship responsibility at District level
Club MOU and Addendum. (Handouts Including Worksheet)
Grant Management Seminar (GMS)
District TRF structure
Grant processesGlobal Grants – Pre-Application and ApplicationDistrict Grants – Spending Plan
District procedure
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Future Vision - ROLES5580 Preparation this year
District Rotary Foundation Committee
Grants, VTT, & Scholarship Subcommittees
Future Vision Accounting –TreasurerAnnual Financial Assessment
Clubs & Club Leadership
Members47
Future Vision
5580 Implementation
District Rotary Foundation CommitteeRotary Foundation Trainer Future Vision TreasurerStewardship Chair
Club Mentorship Program
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Future Vision
CLUB QUALIFICATION
Grant Management Seminar1 person per club must attend.
Club Memoranda of Understanding (MOUs)
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Future Vision
CLUB MOU – TRF and DistrictTerms of QualificationClub Leadership ResponsibilitiesFinancial Management/StewardshipDocument RetentionReportsGMS required for Global GrantsDistrict can require for District Grants (We do.)Mentors Required for Grants (5580 requirement)Signatures by current PE and President before 2013-14
ANNUAL SUBMISSION
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FUTURE VISION RESOURCES
Clubs: www.rotary.org/en/fvclub
Districts: www.rotary.org/en/fvdistrict
General:www.rotary.org/futurevision
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FUTURE VISION More resources
• Nov. 2012 Rotarian Magazine
• Current FVP Districts
• Future Vision Pilot News
• Future Vision e-learning modules
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FUTURE VISIONMore resources
“Doing Good in the World” DVD 978-MU – at http://shop.rotary.org
• Also can access via • Rotary's Podcast on iTunes, or • Doing Good: Intro: http://vimeo.com/34051471• Doing Good: Supporting Education: http://vimeo.com/33737948• Doing Good: Growing Local Economies: http://vimeo.com/33736218• Doing Good: Fighting Disease: http://vimeo.com/33735961• Doing Good: Providing Clean Water: http://vimeo.com/33735494• Dong Good: Saving Mothers and Children: http://vimeo.com/33690570• Doing Good: Promoting Peace: http://vimeo.com/33671034
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Future Vision
FUTURE VISION IS GOING TO MAKEA POSITIVE DIFFERENCE
IN THE FUTURE OFTHE ROTARY FOUNDATION
andHOW WE SERVE OTHERS
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FUTURE VISION
✦ ✦ ✦
YOUR QUESTIONS