TRFGrants New Model-Comprehensive Presentation- By Michel Jazzar

Michel P. Jazzar Presentation - Lebanon

The The Rotary Foundation Rotary Foundation New Grants Model Management New Grants Model ManagementAA comprehensive presentationcomprehensive presentation

Michel P. JazzarRI Representative to United Nations – ESCWAARRFC – Zone 20B / 2009-2012


Info you must know starting 1Info you must know starting 1stst July 2013 July 2013

• Up to 16 students a year may be chosen for any of the three selected Masters of Science programs at the Institute UNESCO-IHE [Previous 8 students]

• “Permanent Funds” name’s program is changed to “Endowment Funds”.

• “OikoCredit” is no longer a partner.• Proposal requirement for GG and PG has been replaced

with a tutorial called First Steps • Updated grant terms and conditions .

2


Requests and TestimonialsRequests and Testimonials

3


PresentationPresentationseen by + 1300 viewersseen by + 1300 viewers

4

Michel P. Jazzar Presentation - Lebanon5

This presentation was delivered at DGN Training Seminar – Rotary Institute 2011

Calcutta - India


This presentation was delivered at TRF Training Seminar – Kenya


Speaking pointsSpeaking points

• Prepare club members to participate in TRF > 1st July 2013.

• Provide an overview TRF Grants, PolioPlus and Peace fellowships.

7


1. We will discuss and clarify the differences between:DISTRICT GRANTS AND GLOBAL GRANTS

***2. We will discuss and clarify the differences between:

AMBASSADORIAL SCHOLARSHIPS AND

GLOBAL GRANT SCHOLARSHIPS***

3. We will discuss and clarify the differences between:GROUP STUDY EXCHANGE - GSE

ANDVOCATIONAL TRAINING TEAM - VTT

***


After this session:After this session:• You will get all information on TRF grants.

• You will understand all on TRF new grants model cycle, requirements...

• You will learn how to find partners

• You will get hints to make easy your application and not to waste time to get the TRF’s approval.

• You will be the Club’s champion

9


TRF new grant model is designed to achieve TRF new grant model is designed to achieve six key objectives:six key objectives:

• Simplify programs and processes• Focus Rotarian service efforts• Increase the impact and sustainability of Rotary

Foundation-supported projects• Support global and local service efforts• Transfer more decision-making power to the

districts• Strengthen Rotary’s public image, particularly in

the six areas of focus

10


TRF MottoTRF Motto

11

Doing Good in the WorldDoing Good in the World

The Rotary Foundation is The Rotary Foundation is youryour FoundationFoundation


Key words on TRFKey words on TRF

• Belongs to Rotarians: TRF is your FoundationTRF is your Foundation

• Exclusively dedicated to furthering Rotary’s programs throughout the world: Doing good in the world by changing LivesDoing good in the world by changing Lives

12


Key words on RotariansKey words on Rotarians

• Determine which programs to support and the level of funding provided.

• Are truly a global network of community volunteers

• know how to get the job done in their own communities

• Rotarians’ reach is worldwide

13


The Rotary FoundationThe Rotary Foundation new grants >1 new grants >1stst July 2013 July 2013


Overview Overview of TRF Grants new typesof TRF Grants new types

15

Changing LivesChanging Lives

2 names, 3 types of grants

Rotary's new grant model, often called the Future Vision Plan, is both simplified and streamlined, reducing the

number of Foundation grant types from 12 to 3.


RI is Continually EvolvingRI is Continually Evolving

CHANGING AND STRENGTHENING OVER THE PAST 107 YEARS AND FOR ALMOST 100 YEARS FOR THE ROTARY FOUNDATION.

WE REMEMBER:

1. “THE NEW HORIZONS COMMITTEE” 1982

2. “THE NEW LEADERSHIP PLAN” 2006

3. “NEW MODELS FOR ROTARY CLUBS” 2009

4. “THE FUTURE VISION PLAN” 2013 Launch Rotary new model Grants 2013

16


TRF MissionTRF Mission

COL Endorsed, April 2007

…to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of

health, the support of education, and the alleviation of poverty


The most successful and sustainable Rotary service tends to fall within one of the following six areas:

1.Peace and conflict prevention/resolution2.Disease prevention and treatment3.Water and sanitation4.Maternal and child health5.Basic education and literacy6.Economic and community development

TRF Areas of focus


Enhance Rotary’s public image

Enhance Rotary’s public image

Simplify TRF

programs & processes

Simplify TRF

programs & processes

Focus Rotarian service efforts

Focus Rotarian service efforts

Support global &

local service

Support global &

local service

Transfer more

decisions to districts

Transfer more

decisions to districts

TRF Grants new model


The ratings were compiled by the The ratings were compiled by the Financial Times in association Financial Times in association

with the Dalberg Global with the Dalberg Global Development Advisers and the Development Advisers and the

United Nations Global Compact. United Nations Global Compact.

Why new vision for TRF programs now?


LCIF Ranked Best NGO Worldwide

Report released July 5, 2007

Lions Clubs International Foundation (LCIF)

LCIF beat out Rotary International, Habitat for Humanity, UNESCO and UNICEF,

The ratings were compiled by the Financial Times in association with the Dalberg Global Development Advisers and the United Nations Global Compact.


2007


Why did The Rotary Foundation change Why did The Rotary Foundation change the grant model?the grant model?

• Use TRF limited resources more effectively. • In 2007, the Foundation spent 20 percent of its program

budget on long-term activities with high impact, and 80 percent on short-term activities with minimal impact.

• The new grant model will reverse that: 80 percent of the program budget will support high-impact, sustainable projects.

• The new grant model will also help meet the priorities and goals of Rotary's strategic plan 6AoF.

• Increase Districts’ accountability & responsibilities.

25


THE FUTURE VISION PLAN IS:THE FUTURE VISION PLAN IS:

1. To simplify Foundation programs and processes

2. consistent with TRF mission

3. To have the greatest impact by addressing priority world needs

4. global and local goals

5. transferring more decisions to the districts

6. greater understanding of TRF’s work

7. To enhance Rotary’s public image

26


Major Initiatives

Permanent Fund

US $1B

Grants new model

Every RotarianEvery YearAPF Goals

Rotary Centers Major Gifts

InitiativeUS$ 95 M

Polio Eradication

Major Initiatives

by 2015by 2025

until it is eradicated

yearly


Fundraising Initiatives Fundraising Initiatives 2013-20142013-2014

28

30 June 2013

30 June 2013

30 June 2014

30 June 2014

Special Fundraising Events


With TRF new grantsWith TRF new grants

1. Our donors,

2. Our beneficiaries,

3. Our Rotarians,

4. Our districts,

5. Our Foundation.

29

sustainable

value for their contributions

greater ownership of the funds

wider recognition

improved efficiency


TRF New GoalsTRF New Goals

• Member education

• Fundraising

• Grants

• PolioPlus

• Rotary Peace Centers


Member educationMember education1. Club’s training

2. District Rotary Foundation Seminar

3. Grant Management Seminar

4. Presidents-Elect Training Seminar (PETS)

5. District Assembly

31

Rotary Foundation Resources

RRFC: Regional Rotary Foundation Coordinator

ARRFC: Assistant Regional Rotary Foundation Coordinator

RFAC: Rotary Foundation Alumni Coordinator

ZCC: Zone Challenge Coordinator


Goals for 2013-2014 Goals for 2013-2014

TRF trustee Chair RIPP Dong Kurn (D.K.) Lee

1.eradicate polio,

2.build ownership and pride in our Foundation,

3.launch the new Rotary grant model,

4.engage in innovative partnerships and projects.

32


Rotarians’ Educational ProgramRotarians’ Educational Program

• Rotary Foundation District Grants• Rotary Foundation Global Grants• District Qualification• Club Qualification• Rotary Peace Fellowships• District Policy for District Designated Funds• Rotary Foundation Alumni• Grant Resources

33


TRF Grants ModelTRF Grants Model

The Trustees have approved two grant names: District Grants and Global Grants

The Rotary Foundation’s new grant model supports district and club humanitarian and educational projects through three types of grants: district grants, global grants, and packaged grants.

2 names, 3 types of grants


TRF Grants TypesTRF Grants Types

District Grants

Global Grants

Packaged Grants

PolioPlus Rotary Peace Centers


Rotary Foundation Grants 3 Types Rotary Foundation Grants 3 Types

36

Areas of Focus

TRF Mission

WFMatch to DDF/cash

World FundWF


Rotary Foundation Grants 3 Types Rotary Foundation Grants 3 Types

37

Areas of Focus

TRF Mission


Structure for Structure for funding grants funding grants

typestypes

38

Areas of Focus

TRF Mission

World FundWF

WFMatch to

DDF/cash

Michel P. Jazzar Presentation - LebanonSlide 39

Rotary Foundation Rotary Foundation DistrictDistrict Grants Grants

Individuals

Rotary-affiliated entities

Cooperative Organizations/NGOs

Qualified District

Impact

Local and global communities

Disburse funds

Block Grant DDF

TRF

Mission related

Qualified District

Submits Request Rotary Clubs

Qualified Clubs


Rotary Foundation FundingRotary Foundation Funding

Investment Earnings

Investment Earnings

District Designated Fund(DDF)

District Designated Fund(DDF)

TRF FundingTRF Funding

SHARESHARE

World FundWorld Fund

RotarianContributions

RotarianContributions

• Every Rotarian, Every Year• PH Sustaining Member• Paul Harris Fellow• Paul Harris Society• Major Donor• Arch C. Klumph Society

• Bequest commitments• Life insurance• Marketable securities• Real estate• Charitable trusts or annuities• Benefactor• Bequest Society• Major Donor• Arch C. Klumph Society

Michel P. Jazzar Presentation - LebanonSlide 41

Rotary Foundation Rotary Foundation GlobalGlobal Grants Grants

Impact

Global communities

TRF

Areas of Focus

Global Grant

Award Club or District Developed Grant

World Fund match to DDF/cash

Award Packaged Grant

World Fund

Qualified Club or District

Qualified Club or District

Submits Proposal

Rotary Centers for International Studies

World Fund

7.090.8.2. Proposed Structure for Funding of New Grant Making Model[Source: Rotary Foundation Code of Policies, January 2013 - pages 91, 92]


Strategic PartnershipsStrategic PartnershipsRI/Rotary Foundation

Foundation Areas of FocusGlobal Grants

Strategic Partnerships

Financial Resources•Direct to Foundation

•Parallel funding•Foundation gives to partner

Technical Expertise

Advocacy/Support

Districts/ClubsFinancial and/or

Human Resources

Community


FoundationFoundation Areas of FocusAreas of Focus

43

•Peace and conflict prevention/resolution •Disease prevention and treatment •Water and sanitation •Maternal and child health •Basic education and literacy •Economic and community development

•Peace and conflict prevention/resolution •Disease prevention and treatment •Water and sanitation •Maternal and child health •Basic education and literacy •Economic and community development


Funding


Annual Programs Fund Contributions 2010 – 2011Annual Programs Fund Contributions 2010 – 2011

++Endowment Fund Endowment Fund SHARE SHARE earningsearnings

==

$100.000$100.000

e.g. Distributable Funds - DDF

2013 – 2014 Program Year

DDF


Endowment Fund EarningsEndowment Fund Earnings

The Trustees determine the spendable percentage of earnings. If a district has contributions designated to Endowment Fund-SHARE, the earnings are split:

• 50% to the World Fund

• 50% credited to the District’s - DDF



$100.000$100.000

50%50% SHARESHARE 50%50%

District Designated FundDistrict Designated Fund TRF World FundTRF World Fund

$50.000$50.000 $50.000$50.000

Distributable Funds 2013 – 2014 Program Year


Distributable Funds 2013 – 2014 Program Year:


$100.000$100.000

50%50% SHARESHARE 50%50%

District Designated FundDistrict Designated Fund TRF World FundTRF World Fund

$50.000$50.000 $50.000$50.000

50% (max.)50% (max.) 50% (min.)50% (min.)

$25.000$25.000 $25.000$25.000

District GrantsDistrict Grants Global GrantsGlobal Grants

To be used on district level To be used

for GGs sponsored by

the District &/or its RCs

Earnings’ 100,000$ used for

administrative costs


Distributable FundsDistributable FundsANNUAL PROGRAMS FUND -

APF

50% 50%

District Designated Fund - DDF

World Fund

SHARE

Global GrantsDistrict Grants

Other(Cash, DAF,

50% Permanent Fund earnings)

50% (max) 50% (min)

District controlled Trustees controlled

Donor Advised

Fund


SHARE SHARE SystemSystem

Unused DDF rolls forward for GGsto the next year;

districts notified in August

2014-152010-11 2011-12 2012-13 2013-14

Unused DDF is calculated; districts notified in May

Funds raised

Funds spent

District can also decide to donate it to PolioPlus or Rotary Peace Centers.

PDG Assem Abdelrazek


Unused funds - Unused funds - DDFDDF

1. Any unused DDF from 2011-12 will be rolled over into 2012-13.

The rollover funds will not apply to district grants for 2012-13 but can be added to the amount of funds available for global grants.

2. District can also decide to donate it to PolioPlus or Rotary Peace Centers.

51


Unused funds - Unused funds - ClubsClubs

Any unused funds will be returned to TRF and credited to the World Fund.

52


• District governor

• District governor-elect

• District Rotary Foundation Committee Chair-DRFCC

• District Rotary Foundation subcommittee chairs-DRFSCs

Who is involved in planning?Who is involved in planning?


TRF chart on District levelThe Rotary Foundation

District Committees

The Rotary Foundation Committees

+ Grants Review

Committee


TRF chart on Club levelTRF chart on Club level-District Grants: GSE, Scholarships, Humanitarian [ex MGs]

-Global Grants: VTT [ex GSE], Scholarships, GGs [ex MGs/3H]

-Packaged Grants

-Peace scholarships

-Polio Plus Challenge

-Grant Management: Training, Online application, FMP, Reports, Retention.

-Fundraising

-Annual Programs Fund – EREY

-Endowment Fund

56


Discontinued:Discontinued:• Group Study ExchangeGroup Study Exchange• Grants for University TeachersGrants for University Teachers• Ambassadorial ScholarshipsAmbassadorial Scholarships• District Simplified GrantsDistrict Simplified Grants• Volunteer Service GrantsVolunteer Service Grants• Matching GrantsMatching Grants• 3-H Grants3-H Grants

TRF new Grant model

What’s Changed …………………….


New:New:

Global GrantsGlobal Grants [online application]• Minimum Grant ……………...$15,000Minimum Grant ……………...$15,000• Minimum Project Budget …...$30,000Minimum Project Budget …...$30,000• Areas of FocusAreas of Focus• InternationalInternational & & HostHost Rotary Partners. Rotary Partners. • World Fund Match:World Fund Match:

$1 : $1 District Funds (DDF)$1 : $1 District Funds (DDF) $0.50 : $1 Club Generated Funds$0.50 : $1 Club Generated Funds

TRF new Grant model

What’s Changed ……………

Subventions mondiales


New:New:

Global GrantsGlobal Grants• Minimum Grant ……………...$15,000Minimum Grant ……………...$15,000• Minimum Project Budget …...$30,000Minimum Project Budget …...$30,000• Areas of Focus (+ Microcredit)Areas of Focus (+ Microcredit)• InternationalInternational & & HostHost Rotary Partners. Rotary Partners. • World Fund Match:World Fund Match:

$1 : $1 District Funds (DDF)$1 : $1 District Funds (DDF) $0.50 : $1 Club Generated Funds$0.50 : $1 Club Generated Funds

TRF new Grant model

What’s Changed …………………….International sponsors for humanitarian projects are

required to provide at least 30% of the

total sponsor funding.


Global Grant FundingGlobal Grant Funding

1. Club/s generated contribution 10,000

2. District Match (DDF $1 : $1) max. $20,000 10,000

3. TRF World Fund Match min. $15,000

Club/s Generated Funds ($0.50 : $1) 5,000 District Funds DDF ($1 : $1) 10,000

US $

Total Funding (excluding Non-Rotarian Contribution) 35,000

30,000$ is the minimum project amount


Global grants are funded by The Rotary Foundation from the World Fund, and awards

range from US$15,000 to $200,000.

The Foundation matches cash at 50 percent and DDF contributions at 100 percent.The Foundation will match non‐Rotarian contributions toward a grant, provided they do not come from a cooperating organization or a beneficiary of the project.

International sponsors for humanitarian projects are required to provide at least 30 percent of the total sponsor funding. Host sponsors for humanitarian projects are encouraged to contribute toward the financing of the grant.

*


Grant Type - Rotary Foundation Grant Type - Rotary Foundation GlobalGlobal Grant*** Grant***

Grant Award - Club/District Developed Humanitarian and Educational Projects/Activities

(includes projects, scholars, vocational training teams) Minimum TRF Award Amount*- US$15,000 Maximum TRF Award Amount*- US$200,000• Grant Recipient - Clubs, Districts, Individuals• Fund Source - World Fund (WF) match

US$1 to US$1 for DDF and US$0.50 to US$1.00 for New Cash (Flow-through or direct to project)/Donor Advised Funds or 100% DDF or 100% Endowed/Named

62

***Rotary Foundation Global Grant proposals will be analyzed for sustainability, measurability, and stewardship (competitive basis)


Grant Type - Rotary Foundation Global Grant***Grant Type - Rotary Foundation Global Grant***

Grant Award - TRF/Strategic Partner Packaged Humanitarian and Educational Projects/Activities

Minimum TRF Award Amount*US$20,000 Maximum TRF Award Amount*Negotiable• Grant Recipient - Clubs, Districts, Strategic

Partners, Individuals• Fund Source - 100% World Fund or 100% DDF

or 100% Endowed/Named

63



Grant Type - Rotary Foundation Global Grant***Grant Type - Rotary Foundation Global Grant***

Grant Award - Rotary Centers for International Studies (Fellowships)

Minimum TRF Award Amount* US$50,000 Maximum TRF Award Amount* US$120,000• Grant Recipient - Peace Fellows• Fund Source - 100% World Fund or 100%

Endowed/Named

64



TRF Funding(Match 50% for cash

100% for DDF)

Slide 65

Club & District

Funding (cash + DDF +

partners)

Total project funding for

Global Grant

Grant review, decision, payment

(decision/payment phase)

Complete application readiness check and

apply(apply phase)

Implement and report on

grant (implementation /

report phase)

Conduct Community AssessmentDetermine

activity and area of focus

(planning/design)

Min. US$15,000


New:New:

Packaged GrantsPackaged Grants• Partner Organizations Selected By TRFPartner Organizations Selected By TRF• Large / Comprehensive / Large / Comprehensive / Sustainable Sustainable ProgramsPrograms• TRF DevelopedTRF Developed• 100 % Funded 100 % Funded by:by:

-Partner Organization

-TRF World Fund Match $1 : $1

• Implemented by RotariansImplemented by Rotarians

TRF new Grant model

What’s Changed ………………Subventions

mondiales clé en mains


TRF Funding(100% World Fund)

Slide 67

Total project funding for Packaged

Grant

Grant review, decision, payment

(decision/payment phase)

Determine eligibility and apply(apply phase)

Implement and report on

grant (implementation /

report phase)

Min. US$20,000

TRF establishes

strategic partnership

and packaged grant

opportunity

Strategic Partner In-

Kind or Real Contribution


Rotary Partnerships: GlobalRotary Partnerships: Global

68


Different types of Rotary partners for:

Rotary International and

The Rotary Foundation

69

Rotary's work with other Rotary's work with other organizationsorganizations


Types of Rotary PartnershipsTypes of Rotary Partnerships1. Corporate Project :Polio eradication partnerships

2. Strategic partners

3. Service partners

4. Project partners

5. Funding Partners

6. Government partners

7. Universities [Rotary Peace Centers]

8. United Nations and International Organizations


Strategic partners

Aga Khan University UNESCO-IHEMercy ships

Corporate Project Polio eradication partnerships

U.S. Centers for Disease Control and Prevention (CDC) United Nations Children's Fund (UNICEF) World Health Organization (WHO) Bill & Melinda Gates Foundation


7 Universities [6 Rotary Peace Centers]7 Universities [6 Rotary Peace Centers]

-Professional development center [up to 3 months] ~50 students(One university, 1 Rotary Peace Center Thailand)-Master degree [up to 2 years] ~50 students(Six universities, 5 Rotary Peace Centers)

Government partnersRI/USAID International H2O Collaboration

United Nations and International Organizations


ShelterboxGlobal Food Banking NetworkYSA Youth Service of America ~ INJAZ Lebanon

ShelterboxGlobal Food Banking NetworkYSA Youth Service of America ~ INJAZ Lebanon

Service partners [Clubs and Districts]

7 Universities [6 Rotary Peace Centers]7 Universities [6 Rotary Peace Centers]

Professional development center [up to 3 months]Master degree [up to 2 years]Professional development center [up to 3 months]Master degree [up to 2 years]

Government partners

RI/USAID International H2O Collaboration


Shelterbox

Project partners [Clubs and Districts]

Service partners

Dolly Parton's Imagination Library Goodwill Industries International International Reading Association- IRAGlobal Food Banking NetworkYSA Youth Service of America ~ INJAZ Lebanon


International Strategic partners Aga Khan University UNESCO-IHEMercy ships

Polio eradication partnershipsU.S. Centers for Disease Control and Prevention (CDC) United Nations Children's Fund (UNICEF) World Health Organization (WHO) Bill & Melinda Gates Foundation

Cooperative relationshipsDolly Parton's Imagination Library Goodwill Industries International International Reading Association- IRA


International Strategic partners

Aga Khan University UNESCO-IHEMercy ships ?


EDUCATING THE WORLD’SFUTURE WATER LEADERS


Rotary and UNESCO-IHE have teamed up to tackle the world’s water and sanitation crisis by

increasing the number of trained professionals needed to develop, plan, and implement solutions in countries that bear the brunt of the problem.

A strategic partnership between TRF and UNESCO-IHE will directly support the goals of the Water and Sanitation Area of Focus.

PARTNERSHIPPARTNERSHIP


PACKAGED GRANTSPACKAGED GRANTS

Through the partnership, the Foundation will offer packaged grants that Rotary clubs may use to select and sponsor scholarships for professionals in the water sector.

Up to 16 students a year may be chosen for any of

the three selected Masters of Science programmes at the Institute in Delft, the Netherlands.

•MSc in Municipal Water and Infrastructure•MSc in Water Management•MSc in Water Science and Engineering


New:New:

District GrantsDistrict GrantsLocal or International ProjectsLocal or International ProjectsHumanitarian, Educational, Travel, Humanitarian, Educational, Travel, Disaster RecoveryDisaster Recovery

MicrocreditMicrocredit DDF grant MatchDDF grant Match((max. $10,000max. $10,000) () ($0.50 : $1??)$0.50 : $1??)

TRF new Grant model

What’s Changed ……………… Subventions de District

?

May allocate up to 3 percent of the grant award for grant‐related administrativeexpenses such as bank fees, postage, software, and an independent financial assessment


50% of Perm. Fund Share

earnings

Slide 81

50% of new DDF from

three years previous

Total available funds for

District Grant

Districts communicate

with clubs and collect

project ideas(planning

phase)

Districts receive block

grant, distribute to

clubs and report to TRF

(implement / report phase)

District submitsproposed

spending planfor selected

projects(apply phase)

Activities align with TRF mission

(review phase)


>1st July 2013


TRF’s Current & New ModelTRF’s Current & New 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 Grants

Volunteer Service

Grants

Regional Scholar

Seminars

Disaster Recovery

Global Grants

New Model

District Grants

Packaged Grants

Vocational Training Teams, Scholarships,

Projects

Club- and district-

developed

Global Grants


Grants’ namesGrants’ namesDistrict Grants Global Grants

84

to enable Rotarians to advance world

understanding, goodwill, and peace through the improvement of health,

the support of education, and the alleviation of

poverty


Lebanon RCs 2011Lebanon RCs 201120132013

Water & Sanitation

Provide safe tanks for safe drinking water to governmental schools

Economic & Community Development

UN-ESCWA report/book-CD/posters for ~1000 high governmental /private schools, University & CSO

85


Lebanon RCs 2011Lebanon RCs 201120132013

Water & Sanitation Economic & Community Development

86


Lebanon RCs 2013 and beyondLebanon RCs 2013 and beyond

87


GRANT APPLICATION PROCESSGRANT APPLICATION PROCESS

DISTRICT GRANTS

follow a two-year business model:

-Planning and applying happen during the 1st year,

-Awards are issued during the 2nd year.

GLOBAL GRANTS [online]

• A brief proposal describes the anticipated activities & outcomes.

• The Foundation determine whether the proposal is complete and eligible and notifies them when they may submit a full grant application.

• Applications must be completed within six months of the proposal’s approval by the Foundation.

• Proposals and applications are accepted on a rolling basis at any time during the year.

88

?


Be vigilant on:Be vigilant on:

Reporting

-Other slides

Retention

-Have 3 main sections of files: Q°, GGs, DGs.

-Retain docs for a minimum of five years

89

Stewardship

-Proper legal, financial, and stewardship controls of Grant Funds-Prevent misuse of funds


Retention?Retention?

• Retain docs for a minimum of five years• Have 3 main sections of files: Q°, GGs, DGs.

What do we mean by “retention”?

90

How many Rotary Clubs in Lebanon have already their “retention” link?


GoogleGoogle

91


http://docs.google.com http://docs.google.com


ReportingReporting

Global Grant Reports District Grant Reports

93

Qualification requirements


Global Grant ReportsGlobal Grant Reports

Report to TRF; copy to the DistrictDocument Retention : [Google account, Drop Boxes…]

Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant

Final report • within 2 months of completion

Retain documents for 5 years


District Grant ReportsDistrict Grant Reports

Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant

Final report • within 2 months of completion

Report to the District Document Retention [Google account, Drop Boxes…]

District ……. reporting requirements?

Retain documents for 5 years?


ReportingReportingInappropriate Behavior & Sexual Harassment


ExamplesExamplesInappropriate Behavior• Abuse of alcohol and drugs• Endangering the safety of oneself and others • Violating the law• Making jokes in poor taste• Discrimination• Disparaging someone due to their religious or political beliefs

Sexual Harassment• Unwanted touching• Offensive or suggestive remarks/gestures with sexual overtones


VVocational ocational TTraining raining TTeam (eam (VTTVTT) is) is

A group of professionals who travel to another country either to learn more about their profession or to teach local professionals about a particular field.

District, Global and Packaged grants all support VTTs, but each grant type has different requirements.

98


Benefits of VTTsBenefits of VTTs• Offering participants the opportunity to use

their skills to help others.

• Hands-on activities

• Increase the capacity of the host community to solve problems and improve the quality of life.

99


District Grant VTTsDistrict Grant VTTs

• Requirements: support TRF mission

• Team composition: Role of the district

• Focus and the length of the visit: Determined by the sponsors.

• Budget: Determined by the sponsors

100


Finding an International PartnerFinding an International Partner

-Foundation staff do not assist districts in finding partners for VTTs.

-Rotarians are encouraged to identify needs and find partners through ProjectLINK, the District Grant VTT Partner Forum on LinkedIn, and matchinggrants.org/global, or by developing relationships at international Rotary meetings or project fairs.

101


Global Grant VTTsGlobal Grant VTTs

• Requirements: Areas of focus

• Team composition:• Length of the visit: Determined by the sponsors

• Budget: At least US$30,000

102


Packaged Grant VTTsPackaged Grant VTTs

• Requirements:

• Team composition: Similar to that of a global grant VTT, except that the leader must be a Rotarian

• Budget: No cost for Clubs

103


VVocational ocational TTraining raining TTeams - eams - VTTVTT

104

http://www.frankdevlyn.org/FutureVision/terminology.htmhttp://www.frankdevlyn.org/FutureVision/terminology.htm

Differences between GSEs and VTTs

Group Study Exchange- GSE Vocational Training Team- VTT

Teams exchange visits between paired areas in different countries

Vocational Training Teams may or may not be reciprocated by partner districts.

For business people and professionals between the ages of 25 and 40 who are in the early stages of their careers

The district can choose the program length, how many team members will participate and how old they should be.

The Foundation provides the most economical round-trip airline ticket between the home and host countries

VTTS will be funded either by the district block grant or the global grant

In a typical four-week tour, applicants participate in five full days of vocational visits, 15 to 20 club presentations, 10-15 formal visits and social events, 2-3 days at the district conference 3-4 hours per day of cultural and site yours, and 3-4 hours per day of free time with host families

VTTS will be more flexible than ever before. Districts who operate VTTS through their district grant will basically decide how the program operates and take care of much of the bureaucracy previously undertaken by the staff in Evanston

Team members experience the host country's culture and institutions, observe how their vocations are practiced abroad, develop personal and professional relationships, and exchange ideas.

If the VTT is capable of Capacity Building and has a potential Sustainable Outcome through the Areas of Focus, it can be funded through Global Grants.


SCHOLARSHIPSSCHOLARSHIPS

Club & District

• NO RESTRICTIONS ON THE LEVEL (SECONDARY, UNIVERSITY, OR GRADUATE), LENGTH, LOCATION (LOCAL OR INTERNATIONAL), OR AREA OF STUDY

• NO RESTRICTIONS ON THE DOLLAR AMOUNT FOR THE SCHOLARSHIPS

Global Grants

MAY BE USED TO PROVIDE FUNDING FOR ACADEMIC STUDIES PROVIDED THAT THEY:

• FUND GRADUATE-LEVEL STUDY THAT RELATES TO ONE OR MORE OF THE AREAS OF FOCUS

• FUND STUDIES FOR A TERM OF 1 TO 4 ACADEMIC YEARS

• SPONSOR THE ACADEMIC STUDIES OF AN INDIVIDUAL TRAVELING FROM THE INTERNATIONAL SPONSOR DISTRICT TO THE HOST SPONSOR DISTRICT

105


AMBASSADORIAL SCHOLARSHIPS AMBASSADORIAL SCHOLARSHIPS V/SV/S

DISTRICT AND GLOBAL GRANT SCHOLARSHIPSDISTRICT AND GLOBAL GRANT SCHOLARSHIPS

• The Rotary Foundation Ambassadorial Scholarship program will end in 2013.

• Beginning in 2013-14, The Foundation will now offer scholarship opportunities through district and global grants.

106


MicrocreditMicrocredit1. Clubs and districts that wish to use global grant funds to

support a microcredit project must submit the microcredit supplement form with the grant application.

2. microcredit programs funded by the Foundation must incorporate a training, that extends beyond the management of loan capital.

3. Microcredit activities must be supervised and controlled by the sponsoring club or district.

4. Interest and fees generated by microcredit fund capital from TRF may be used for administrative expenses that directly support the project.

107


How to submit for a microcredit?How to submit for a microcredit?Global Grants

application

108

Microcredit supplement

form+

Application filled online


PolioPlusPolioPlus

Rotary Centres for International Studies Rotary Centres for International Studies (Peace Scholars)(Peace Scholars)

TRF new Grants model

What’s NOT Changed …………………….


PolioPlusPolioPlus

Program Campaign

Polio eradication is Rotary’s top priority.


Rotary Peace CentersRotary Peace Centers


Rotary Peace CentersRotary Peace Centers

Master’s Degree

or

Professional Development Certificate

in fields related to peace studies and conflict

resolution +criterion : minimum of 5 years’ relevant work experience

+criterion : minimum of 3 years’ relevant work experienceCriteria :− leadership skills− commitment to peace:Personal, community service activities, academic orprofessional achievements− career goals related to peace and conflict resolution


Peace CentersPeace Centers

Remains mainly the same except that Districts can endorse as many qualified applicants as available


RPC Rotarians’ supportRPC Rotarians’ support

− Seeking out and endorsing qualified candidates to fellowships

− Identifying Major Donors

− Inviting Rotary Peace Centers alumni

115


Funding provided to Rotary World Peace FellowsFunding provided to Rotary World Peace Fellows

• Transportation

• Room and Board

• Summer Session• Educational Expenses (Tuition and fees)

• Miscellaneous: [currently US$1,700 per year ]

116


Conflict of InterestConflict of Interest

• Exists when a Rotarian benefits financially or personally from a grant

• Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)


QualificationQualification

District

Should be qualified before Clubs

Club

1. Attend a GMS

2. Submit signed club MOU

3. +Additional district requirements

118


Q

ZONE ……….

DISTRICT ……….

ROTARY

CLUB

PROJECTGRANT

DDF

RI

TRF

MOU

Q


Q

Online

DISTRICT 2452

PROJECT

SPONSORS

ROTARY

CLUB

TRF

WORLD FUND

MOU

Q

DDFMOU

Q

District TRF Clubs Clubs District TRF

District

CLUB

DDF


Rotary Club ….. project

ROTARYCLUB

100 $

100 $

ROTARYCLUB

100 $

ROTARYCLUB

100 $

ROTARYCLUB

100 $

ROTARYCLUB

100 $

ROTARYCLUB

100 $

ROTARYCLUB

District …… Governor

District Governor


ResourcesResources• District RF Committee: Chair + subcommittees• www.rotary.org , District web, ...• Webinars, e-learning modules• Social media discussions: LinkedIn, ...• TRF Newsletter• District Governor : ..................• RRFC - Regional Rotary Foundation Coordinator zone 20B,

ARRFCs ..............................., ...............................• Rotary Coordinator zone 20B: ...............................• Rotary Foundation Staff:

• District Grants: ..................... • Global Grants: ...................... • Packaged Grants: ..................... • Qualification: .................. • MOU: .....................

Assistant Governors


Staff contactsStaff contacts

• James Robinson – Division Manager for Future Vision Pilot Operations 847‐866‐3346 [email protected]

• Abby McNear – Department Manager for Future Vision Pilot Operations 847‐425‐5656

[email protected]

123


Ressources - Publications Ressources - Publications

1. General TRF resources

2. District training manual addenda (PDFs)

3. Qualification resources

4. Grant management resources

124

http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/Resources.aspx


RI website Links*RI website Links*

• http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_district_grants.aspx

• http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_packaged_global_grants.aspx

• http://www.rotary.org/en/ServiceAndFellowship/collaborate/otherorganizations/Pages/ridefault.aspx

• http://www.rotary.org/en/AboutUs/RotaryInternational/WhoWeWorkWith/Pages/ridefault.aspx

• http://www.rotary.org/en/AboutUs/RotaryInternational/WhoWeWorkWith/Pages/Representativenetwork.aspx * Regularly updated on RI website


Preparing for 2013-14Preparing for 2013-14• Start planning for grant management

training and club’s qualification

• Participate in training in 2013-14

• Align activities with the areas of focus

• Utilize webinars and resource materials

• Stay updated on grant reporting• Seek “mentor” pilot districts [for non pilot Districts]


Resume: 7iResume: 7i1. In need: The project is a community need

2. Involvement: Rtns, community, partners

3. Incoming: Fundraising, Partners

4. Interest: Avoid conflict of interest

5. Ingenuity: a leader’s principle

6. Irascible: respect rules, stewardship,

7. Impact: image of Rotary: community, Club, media

127


All steps to fulfill for a RF grantAll steps to fulfill for a RF grant• Club qualified by a qualified District.• Learn on TRF grants, seek community needs.• Involve Club: committee, train, funds, volunteers.• Get sponsors approval: club/district, partners.• Prepare required documents to apply.• Pre-apply online, get TRF approval and Apply.• Project bank account: requirements, signatures• Retention documents• Report

128


All steps to fulfill for a District grantAll steps to fulfill for a District grant• Club qualified: attend GMS, sign MoU and +?• Learn on TRF grants, seek community needs.• Involve Club: committee, train, funds, volunteers.• Get sponsors approval: club/district, partners.• Prepare required documents to apply.• Pre-apply online, get District approval and Apply.• Project bank account: requirements, signatures• Retention documents• Report

129

TRFGrants New Model-Comprehensive Presentation- By Michel Jazzar

Education

Transcript of TRFGrants New Model-Comprehensive Presentation- By Michel Jazzar