Welcome!
ROTARY DISTRICT 5580
GRANT MANAGEMENT SEMINAR
March 2013
R. Turner DRFCC
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ROTARY DISTRICT 5580
PREPARING FOR THE
GLOBAL LAUNCH
OF
FUTURE VISION
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This presentation was developed by
PDG 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
Procedures
Forms
Scenarios
Q&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 Funds
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ROTARY FOUNDATION MISSION
To enable Rotarians
to advance world understanding,
goodwill and peace through
the improvement of health,
the support of education, and
the elimination of poverty.
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ROTARY FOUNDATION
DOING GOOD
IN
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 Districts
The 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 Grants
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Future Vision
WHY?
►
►
►
►
►
Sound Stewardship
Decentralized process
Flexibility at local level
Enhanced capacity to serve
Focus
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Priorities
Simplify TRF
programs &
processes
Enhance
Rotary’s
public image
New Rotary
Foundation
Grants
Transfer more
decisions to
districts
Focus service
efforts
Support
global & local
service
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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
District
Designated
Fund
(DDF)
Rotarian
Contributions
SHARE
World Fund
Investment
Earnings
TRF
Program
Funding
Current Grant Distribution Example
ANNUAL PROGRAMS GIVING -- SHARE
$236,500
$
Earnings used for
administrative costs
2009-10
2011-12
2010-11
2012-13
$118,250
50% to District Designated
Fund (DDF)
$23,650
20% to District
Simplified
Grants
$23,650
20% to Polio
$118,250
50% to World Fund
$70,950
Humanitarian
Grants
Scholarship
GSE
Matching
Humanitarian Grants
3H Grants
GSE
Peace Fellows
Polio+
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Future Vision Grant Distribution Example
ANNUAL PROGRAMS GIVING -- SHARE
$259,670
$
Earnings used for
administrative costs
2010-11
2012-13
2011-12
2013-14
$129,835
50% to District Designated
Fund (DDF)
$64,918
$64,918
Up to
½ to District
Grants
At least
½ to Global
Grants
$129,835
50% to World Fund
Matching Grants
Packaged Grants
Peace Fellows
Polio+
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Future Vision
NEW CONCEPTS AND WAYS
A New Vocabulary
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–
–
–
–
–
–
–
–
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–
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
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MEMBER ACCESS AS GATEWAY
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 GRANTS
HUMANITARIAN 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 GRANTS
HUMANITARIAN GRANTS – OUR DISTRICT
● DISTRICT ONLY PROJECT -- AT LEAST $30,000
No club $
TRF match must be at least $15,000
1:1 match of DDF – so, at least $15,000 DDF
● CLUB(s) PROJECT – AT LEAST $35,000
TRF match must be at least $15,000
Club(s) $ at least $10,000 – DDF $10,000
TRF 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 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
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Global Grants 2013-14
Our District
At least $64,918 will be available +
Unspent carryover from previous years
• Humanitarian Grants
• Global Scholarships
• Vocational Training Teams
Lots of Opportunities!
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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-5580
Submitted as a Proposal to District
Spending Plan. One time window.
Must meet the Foundation Mission.
ROTARY FOUNDATION MISSION
To enable Rotarians
to advance world understanding,
goodwill and peace through
the improvement of health,
the support of education, and
the elimination of poverty.
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District Grants
cont.
Funds available 2013-14 up to
$65,000, from 2010-11 APF contributions
Minimum Request $500.00
Maximum 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)
Strategic Partners
Future Vision Plan Update
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)
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► Will be reviewed annually.
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 Vision
HOW?
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 processes
Global Grants – Pre-Application and Application
District Grants – Spending Plan
District procedure
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Future Vision - ROLES
5580 Preparation this year
District Rotary Foundation Committee
Grants, VTT, & Scholarship Subcommittees
Future Vision Accounting –
Treasurer
Annual Financial Assessment
Clubs & Club Leadership
Members
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Future Vision
5580 Implementation
District Rotary Foundation Committee
Rotary Foundation Trainer
Future Vision Treasurer
Stewardship Chair
Club Mentorship Program
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Future Vision
CLUB QUALIFICATION
Grant Management Seminar
1 person per club must attend.
Club Memoranda of Understanding
(MOUs)
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Future Vision
CLUB MOU – TRF and District
Terms of Qualification
Club Leadership Responsibilities
Financial Management/Stewardship
Document Retention
Reports
GMS required for Global Grants
District 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 VISION
More resources
“Doing Good in the World” DVD
978-MU – at http://shop.rotary.org
• Also can access via
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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
MAKE
A POSITIVE DIFFERENCE
IN THE FUTURE OF
THE ROTARY FOUNDATION
and
HOW WE SERVE OTHERS
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FUTURE VISION
✦✦✦
YOUR QUESTIONS