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District 1130 Rotary Foundation Grant Management Seminar

District 1130 Rotary Foundation Grant Management Seminar. 16 th May 2013. Welcome. 2013/14 “ New Grant Models” to be adopted worldwide For us to be effective it is important to have a good grasp the principles. Welcome. What will you be able to take away from this evening?

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District 1130 Rotary Foundation Grant Management Seminar

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  1. District 1130Rotary Foundation Grant Management Seminar 16th May 2013

  2. Welcome 2013/14 “ New Grant Models” to be adopted worldwide For us to be effective it is important to have a good grasp the principles

  3. Welcome What will you be able to take away from this evening? • Improved understanding of The Rotary Foundation • Appreciation of how Foundation funding works • Understand criteria for applying for Global Grants • Considerations for a District Grant • Principles of stewardship • Safeguarding Foundation monies • How to support The Rotary Foundation

  4. RI Presidents’ Theme Engage Rotary Change Lives Ron Burton Rotary International President 2013 -14

  5. “D1130 Foundation” theme Engaging Rotary Foundation Enables Rotarians to Change Lives

  6. Rotary Foundation Motto & Mission Doing Good in the World To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

  7. Our Rotary Foundation Is Unique • The Rotary Foundation is your Charity • Addresses the greatest needs • World reach greater than the United Nations • We can go where politicians and religious groups cannot

  8. Foundation enables Rotary the world over to achieve amazing thingsMore than any individual or Club can achieve alone

  9. Foundation Funding

  10. Foundation Funding Contributions SHARE System Contributions Earnings

  11. The SHARE System • Divides Annual Fund into • District Designated Fund (DDF) • World Fund • Transforms contributions into grants and more • Allows clubs to determine how district contributions are spent

  12. Annual Fund Contributions At the end of Rotary year, Annual Fund contributions split evenly: • 50% to the World Fund • 50% credited to the district’s DDF

  13. DDF District controlled Used by Rotarians in the district Spent on Foundation grants and programs World Fund Trustees control Used by Rotarians worldwide Spent on Foundation grants and programs Two Funds

  14. 2010-11 2011-12 2012-13 2013-14 Funds raised and invested Funds used SHARE System Funds invested Funds invested $41,000 DDF &$41,000 World Fund $82,000 Annual Programs Fund

  15. D1130 2012-13 US$41,000 District Designated Fund 50% Maximum Remaining Balance Any amount to club and/or district developed global grants $21,000 or less to the district grant Carry forward & transfers

  16. SHARE System 2010-11 2011-12 2012-13 2013-14 2014-15 Funds Raised Funds Spent Unused DDF rolls forward to the next year; districts notified in August Unused DDF is calculated; districts notified in May

  17. Any Questions?

  18. Rotary Foundation Global Grants

  19. Rotary Foundation Global GrantsIncoming Global Scholars Scholars adhere to all the principles required of Global Grants (Area of Focus etc.) London District/Club is the “Host” providing local support Sponsoring District is the “International District” providing the cash TRF reporting requirements are responsibility of all parties London has highest number of applications

  20. Rotary Foundation Global GrantsIncoming Global Scholars Application process Approaches are not coordinated by TRF Instigated by scholars and or Districts Approaches through District Governor(s), District Officers, Club websites Personal contacts Refer enquiries to District Coordinator before proceeding

  21. Rotary Foundation Global GrantsIncoming Global Scholars Participating Club must have signed MoU Nominates Primary Contact (Host Counsellor) Nominates 2 additional “committee members” Must work with District Coordinator at all times

  22. Any Questions?

  23. Rotary Foundation Global Grantsin progress Education support project in Natal Application approved RC Tower Hamlets Club funded with 50% match from TRF Solar lighting for slum suburb of Mumbai Proposal implemented, now monitoring pending reporting RC Battersea Park Club funds +50%, DDF +100%

  24. RC Bush Hill Park Nkonya Village Project

  25. Global Grants • Long-term projects • Sustainable • Support the areas of focus • Larger grant awards • World Fund match • Host and international sponsors

  26. Host and International sponsors • Host sponsor • based in country of activity • International sponsor • Based outside country of activity • NB • Global Scholarship • Host Sponsor support in country of study • International Sponsor provide funding

  27. 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

  28. Larger Grant Awards • Minimum Global Grant $15,000 • DDF attracts 100% grant • Club contribution attracts 50% • District 1130 will match up to 100% of Club contribution • Effectively minimum value for Club project is $35,000

  29. Sustainable • Project impact continues after funding is used • Multiple levels of sustainability • Use of local resources • Respect natural resources

  30. Sustainable • Reach the most beneficiaries • Introduce new methods in professional fields • Prepare professionals to increase impact • Use input and skills of grassroots groups • Project continues after initial Rotary initiative

  31. Measurable Outcomes • Undertake a needs assessment before you start • Put a plan in place before implementation • Establish baseline data • Determine quantitative and qualitative measures

  32. Member Access

  33. Application Process • Club qualifies (note even for Global Scholarship hosting) • Club submits club-developed global grant proposal online • TRF reviews proposal for initial approval • Club submits global grant application • District approves online • TRF reviews for final approval

  34. Global Grant Reporting • Progress report submitted 12 months after funds received • Every 12 months until project is complete • Final report submitted within 2 months of project completion • Applies to all global grants

  35. Packaged Grants • Collaborations with non-Rotary strategic partners and Rotary-affiliated entities • Support the areas of focus • Can be scholarships, humanitarian projects, or vocational training

  36. Questions?

  37. Things to do next • Talk to District Grant chairman • Plan ahead • Check compliance with “focus” • Calculate project value • Check status of “partner district” • Consider availability of DDF

  38. Rotary Foundation District Grants

  39. 2012/13 in District 1130 • Swimming equipment for special needs children • Vocational training and equipment for cycle club • Pond educational resource for special needs school • Equipment for St Mungo’s • Solar fridge to store antidote for snake venom antidote • Equipment for engine in Ethiopia • Equipment for Jalabad Rehabilitation Centre Rotary Foundation District Grants£250 to £2,000

  40. District Grants • Single “block” grant awarded annually • District must submit “spending plan • Local or international activities • Activities align with TRF mission • Local decision making with broader guidelines • Smaller activities and projects

  41. District Grants • Include active Rotarian participation • Adhere to stewardship guidelines • Demonstrate cultural sensitivity

  42. Rotary Foundation Mission To enable Rotarians to advance world understanding, goodwill, and peace through • the improvement of health, • the support of education, • and the alleviation of poverty

  43. District Grants Applications 2012-13 • 8 x £1,600 = £12,800 ($21,000) • Each “Area” to submit application(s) by end of September • 1 x joint project with several (most) clubs • or • Several individual smaller proposals • District creates shortlist to form “Spending Plan” • District applies for Block Grant end of October • Monies available by Christmas

  44. Questions?

  45. Things to do next • Talk to District Grant coordinator • Plan ahead • Prepare supporting documentation for application • Look out for announcement opening the process

  46. Stewardship

  47. Who is involved in planning? • District governor • District governor-elect • District Rotary Foundation committee chair • District Rotary Foundation subcommittee chairs Decisions • Allocate maximum 50% DDF to District Grants • Use DDF to support • Districtwide Global grant application • Club initiated Global Grants

  48. Stewardship Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit populations in need.

  49. Stewardship Practices • Have Rotarians supervise project • Implement projects as approved • Follow standard business practice • Report irregularities • Submit reports • Retain documents

  50. Stewardship Activities • Report tracking • Routine monitoring • Random and targeted audits • Cadre and specialized auditors • Investigating allegations • Stewardship seminars

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