District 5390 Foundation Seminar

October 20, 2012Butte, Montana

Why Future Vision

Mission of The Rotary Foundation• The mission of The Rotary Foundation is to

enable Rotarians to advance world understanding, good will and peace through the improvement of health, the support of education and the alleviation of poverty.

Club Qualification and the Memorandum of Understanding

District Structure

Audit Committee

District MOU

• Online qualification process• District agrees to implement:– Financial requirements– Stewardship requirements

District Elements of Qualification• District must:– Be responsible for use of funds for district-

sponsored grants– Be responsible for a club-sponsored grant if

necessary– Comply with MOU and all applicable TRF policies– Cooperate with financial, grant or operational

audits• Qualification may be suspended

Club Timeline

• Attend the District Foundation Seminar• Appoint a club Rotary Foundation Committee

Chair• Club Qualification– Attend Grants Management Seminar– Sign and Implement Memorandum of

Understanding• Submit grant proposals

Club Elements of Qualification• Club Memorandum of Understanding• Grants Management Seminar Attendance (1, 2

or more attendees?)• District-specific Requirements– Current on RI and District Dues?– Current on IRS reporting?– APF giving?– DDF award criteria?• Current on reporting?

Club MOU

• Club Qualification• Club Officer Responsibilities• Financial Management Plan• Bank Account Requirements• Report on Use of Grant Funds• Document Retention• Reporting Misuse of Grant Funds

District Grants Overview

District Grants

• Single “block” grant awarded annually• Local or international activities, scholarships,

volunteer service travel, disaster recovery• Activities align with TRF mission• Local decision making with broader guidelines• Smaller activities and projects• Sustainability not required

Mission of The Rotary Foundation• The mission of The Rotary Foundation is to

enable Rotarians to advance world understanding, good will and peace through the improvement of health, the support of education and the alleviation of poverty.

District Grants

• Single “block” grant awarded annually• Local or international activities, scholarships,

volunteer service travel, disaster recovery• Activities align with TRF mission• Provides for local decision making with

broader guidelines• Smaller activities and projects• Sustainability not required

District Grants – What happens when

• Clubs and district identify projects• District submits spending plan via Member

Access to TRF (before 15 May 2014)• TRF approves spending plan• Funds issued (not before 1 July 2013)• District disburses all funds• District sends final report to TRF• District manages stewardship of grant

District Grants Spending Plan• Online application submitted by the district• Lists:– Project Description & Location (country)– Club– Amount of DDF requested

• 20% can be contingency• 3% can be administrative expenses

Global Grants Overview

Mission of The Rotary Foundation• The mission of The Rotary Foundation is to

enable Rotarians to advance world understanding, good will and peace through the improvement of health, the support of education and the alleviation of poverty.

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

Global Grants - Humanitarian• Aligns with one or more areas of focus• Benefiting community identifies need• Benefiting community actively participates• Strengthens local knowledge, skills and

resources• Sustainable• Measureable

Global Grants - Scholars• Graduate level study• Field of study and professional goals further

areas of focus• One to four years• Application timeline is shorter• Reference: Areas of Focus – Statement of

Purpose and

Global Grants – Vocational Training Teams

• Builds skills in community or participants• Most beneficial when in conjunction with

humanitarian project• Can be uni- or multi-vocational• Three or more members (Rotarian or non-Rotarian)• No restrictions on age or length of stay

Global Grants – Measurability & Evaluation

• Measurability part of application– What will be measured– How it will be measured– Detailed plan on measurement

• Goals should be quantitative and qualitative• Provides information to the donors

Global Grants – What Happens When

• Application• Approval• Cash contributions to TRF• Payment• Implement grant• Report

Packaged Grants Overview

Packaged Grants

• Entirely funded by the World Fund• TRF finds partners and designs framework• Rotarians focus talents & energy on

implementation• Aga Khan University, Oikocredit, IHE-Unesco,

Mercy Ships

Major Challenges?Questions? Concerns?

Thank you!