The Rotary Foundation 2013 Our Next Century of Service

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

Rotary Foundation Global Rotary Foundation Global GrantsGrants

Rotary Foundation District Rotary Foundation District GrantsGrants

The Rotary FoundationThe Rotary FoundationParticipation ANDParticipation AND

EngagementEngagement

The Rotary The Rotary Foundation Foundation 20132013

Our Next Our Next Century of Century of ServiceService

D5030 Grants Management SeminarNov 17, 2012

1917

2012

Over 12,000 Rotarians surveyed

What has worked well?What’s not working so well?

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

PolioPlus

Annual Fund Permanent

Fund

PeaceScholars

PolioPlus

$In

$Out

DistrictGrants

GlobalGrants

New Grant Model

• District Grants (< $30K)District Administers

• Global Grants ($30K - $200K)TRF Administers

• Sustainable

• 6 Areas of focus

2010 – 20112011 – 20122012 – 2013

2013 – 2014 Go Live

Test the Model

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

Rotary FoundationGlobal Grants

Rotary FoundationDistrict Grants

New Grant ModelNew Grant Model

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 can double your Club’s contributions

• Adding partners can triple their contributions

• Increases impact for all partners

• Up to 2 years to implement projects


• 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

New Proposal Form Due May New Proposal Form Due May 11

Example

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


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


• 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


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

ResourcesResources

[email protected]

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


• 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


• $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


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:

•[email protected]

•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


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


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


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


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


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

Documents

The Rotary Foundation 2013 Our Next Century of Service