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

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This is the most recent presentation on "The Rotary Foundation New model Grants" with the latest information updated 10 July 2013. Please add reference if you are using this presentation at Clubs, ...

This is the most recent presentation on "The Rotary Foundation New model Grants" with the latest information updated 10 July 2013. Please add reference if you are using this presentation at Clubs, Districts, TRF Seminars, Grants Management Seminar, Zone levels

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  • Full Name Full Name Comment goes here.
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  • @JoeSayar Thank you for your comment. Of course it will be with great pleasure. Please send me an email on the subject addressed to me with my title 'RI Representative to United Nations-ECSWA' , date and time, we will discuss according to my schedule :)
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  • Very interesting presentation...

    On behalf of Rotaract Club of Kesrouan, I would like to say that it would be really beneficial for us to get an idea about the difference between RI and RF (them being separate entities and not the same) and the concept of the new grants especially for international projects (twinning with other clubs).

    Therefore, I was wondering if you could be so kind as to present it to us some time this month as you previously presented to us last year with the presence of other Rotaract Club members at L'amiral Restaurant ATCL.

    Please advise if that could be arranged and the proposed date and time.

    Best regards,

    Joe Sayar
    Acting President 2013-14
    Rotaract Club of Kesrouan
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  • Question : In multi-country districts, grant management training imposes a significant financial impact on those traveling between countries. Answer : While it is highly recommended that the DGE and DRFC attend / lead the trainings, this is not a requirement, and understandably not financially feasible, in multi-country, multi-language or large districts. You are free to delegate this responsibility to assistant governors , request help from the assistant RRFC , use your district training team , etc. You may use the materials from this training to train the trainer.
  • Provide an overview of PolioPlus , Rotary Peace Centers , and TRF Grants , highlighting changes in Foundation activities and goals for the upcoming year. RY=R otary Y ear
  • 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. The new model goes into effect on 1 July 2013.
  • For many years, the Foundation has tried to be all things to all people, allocating resources across a wide spectrum of activities. By leveraging resources and focusing them on those areas where Rotarians can be most effective, the Foundation can enable Rotarians to make a greater, more enduring impact. The remarkable success of PolioPlus illustrates the value of this approach and provides a model for the future.  Through its partnership with the Gates Foundation, the World Health Organization, UNICEF, and the U.S. Centers for Disease Control and Prevention, however, Rotary has gained stature in the world of international development. The Future Vision Plan offers the opportunity to further enhance Rotary’s public image through focused, high-impact projects and humanitarian causes.  The Rotary Foundation’s programs have not changed significantly since they were established decades ago, despite enormous changes in the world. As more Rotarians began using Foundation programs, administrative costs increased; the cost of administering a small grant at times exceeded the amount of the grant itself.  Rotarians have expressed frustration with the current system, calling for a more accessible Foundation, improved grant application process, and greater autonomy.
  • -Because Rotary clubs operate in over 200 countries and geographical areas, Rotarians’ reach is worldwide -Because Rotarians are business leaders, they know how to get the job done in their own communities.
  • Foundation offers two types of grants:  -District grants  are block grants that enable clubs and districts to address immediate needs in their communities and abroad.  -Global grants  offer opportunities to participate in strategically focused, high-impact activities within the six areas of focus.Global grants range from $30,000 to $400,000.   
  • The Purpose Based on input from various stakeholders including Rotary senior leaders and grassroots Rotarians, the Foundation Trustees developed the new grants model /structure, which is designed to:  Focus service efforts on the mission of the Foundation for greater impact and sustainability  Improve Rotary’s credibility and leadership role in the world of philanthropy, service, and peace  Offer program options to help clubs and districts achieve both global and local goals  Increase the sense of ownership at the district and club levels by transferring more decisions to the districts  Simplify Foundation programs and processes consistent with the mission  Enhance Rotary’s public image through relevant, high-impact humanitarian projects and partnerships with prominent nongovernmental organizations and corporations
  • Future Vision Plan Update, Zone Institutes Aug-Nov 2008 Future Vision Plan Update, Zone Institutes Aug-Nov 2008 Early in the process, the Trustees—through recommendation from the Future Vision Committee—adopted the motto, mission statement, and priorities, which were approved and endorsed by the RI Board and the 2007 Council on Legislation. The Rotary Foundation’s new motto and mission are: READ FOR THE AUDIENCE Note that some words in the mission are underlined. The committee and trustees used these key words as the basis for the Foundation’s future focus.
  • Future Vision Pilot Operations responsible for piloting and evaluating a new grant making model designed to achieve the 5 priorities of the FV plan: Simplify programs and process Focus Rotarian service efforts Support global and local service efforts Transfer more decisions to districts Enhance Rotary’s public image, particularly in the new 6 areas of focus 21 staff on the 3 rd floor that were hired in 2009 to launch the pilot, which began with 100 districts on 1 July 2010. The staff come from all parts of the organization and are representative of the collaborative cross-divisional approach that made the FV plan a reality. This has been truly a team project, everyone around the table has been engaged in 5 years of planning to get us to this point. Cover in this presentation: basic strategies, grant types, analysis of grant activity in first year of pilot, challenges with scaling up and sustainability, issues with the areas of focus, implementation of the evaluation plan and how you can help champion FV, turn over to Carol to discuss strategic partners and packaged grants.
  • Partnership Capabilities Accountability (4.6) Corporate partners reported that Rotary was remarkably committed to the established milestones and maintained its integrity outstandingly throughout the partnership. Partners lauded Rotary’s enthusiastic engagement throughout the process and appreciated that impediments were discussed honestly and practically. Partners also described Rotary as excelling in “setting and following ethical standards.” Adaptability (4.5) Corporate partners vigorously stated that their aims and capabilities were respected and engaged by Rotary as applicable to the partnership. Partners described the partnerships as highly successful and noted that Rotary effectively leveraged their industry expertise. Communication (4.3) As reported by corporate partners, Rotary was remarkably able to rapidly and effectively communicate information, and the organization reacted positively when such updates were requested. To partners, this signaled strong commitment from Rotary to the partnership. Execution (4.4) Corporate partners were impressed by what they described as Rotary’s “well-planned” process in operating and executing the partnership. Partners stated that Rotary excelled in “setting the pace” and reported that it was all “done with class.” Rotary scored high marks with regard to its flexibility in enhancing the outcome and thoroughly met partners’ expectations. Top Three Partnering Needs 1. Worldwide Polio Eradication. 2. Fight against HIV/AIDS. 3. Eradication of Disease and Poverty.
  • The Foundation recognized the need to use its 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 .
  • Designed to Simplify Foundation programs and processes consistent with the mission Focus Rotarian service efforts where they will have the greatest impact by addressing priority world needs that are relevant to Rotarians Offer program options to help achieve both global and local goals Increase the sense of ownership at the district and club levels by transferring more decisions to the districts Gain greater understanding of The Rotary Foundation’s work and enhance Rotary’s public image
  • Future Vision Plan Update, Zone Institutes Aug-Nov 2008 The Rotary Foundation has undertaken several major initiatives to address the world’s needs. Of course, polio eradication, as endorsed by the Council on Legislation, is our organization’s number one priority and will remain so until it is eradicated. Today, I will provide more insight into just one of the initiatives—TRF Grants new model—which, together with the others, will help The Rotary Foundation be increasingly relevant and progressive.
  • Our donors will get increased value for their contributions; Our beneficiaries will enjoy sustainable projects for decades to come; Our Foundation will achieve wider recognition for its work; Our Rotarians will reap the benefits of clearer ownership, greater impact, heightened focus, and improved efficiency; and Our districts will enjoy greater ownership of the funds they contribute to achieve the Foundation’s mission.
  • The Trustees have approved two grant names : ROTARY FOUNDATION DISTRICT GRANTS and ROTARY FOUNDATION GLOBAL GRANTS . The distinction between these two types should become apparent here today as we discuss the plan. 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. District grants are block grants that allow clubs and districts to address immediate needs in their communities and abroad. Global grants, which rage from $15,000 to $200,000, fund large international humanitarian projects, vocational training teams, and scholarships that have sustainable, measurable outcomes in one or more of the areas of focus. Packaged grants allow clubs and districts to work with Rotary’s strategic partners to implement pre-designed projects.
  • The Trustees have approved two grant names : ROTARY FOUNDATION DISTRICT GRANTS and ROTARY FOUNDATION GLOBAL GRANTS . The distinction between these two types should become apparent here today as we discuss the plan. 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. District grants are block grants that allow clubs and districts to address immediate needs in their communities and abroad. Global grants, which rage from $15,000 to $200,000, fund large international humanitarian projects, vocational training teams, and scholarships that have sustainable, measurable outcomes in one or more of the areas of focus. Packaged grants allow clubs and districts to work with Rotary’s strategic partners to implement pre-designed projects.
  • Future Vision Plan Update, Nov 2008 Let’s look at Rotary Foundation District Grants in more detail. As I mentioned district grants are modeled after the current District Simplified Grants, and are provided as block grants to districts, utilizing a portion of each districts District Designated Funds. The district will request this districts grant and the Foundation will award the block grant from the available District Designated Fund, or DDF, to the district. The district will then work with the clubs within that district, with individuals, with other Rotary affiliated entities, and cooperating organizations to award funds to conduct projects both locally and globally.
  • Future Vision Plan Update, Nov 2008 Rotary Foundation Global Grants will be awarded in the six areas of focus. Under this grant type, clubs and districts will select from two options. There will either be club- and district-developed global grants or there will be packaged global grants. Club- and district- develop global grants are those sorts of activities that we are already very familiar with in the Rotary Foundation. A Rotary club in one part of the world identifies a need, partners with a Rotary club in another part of the world and through a matching grant or a 3-H grant obtains the funding to meet that specific community need. Both humanitarian and educational activities will be involved with global grants, and they must meet the minimum award amount and relate to one of the areas of focus to be eligible. Packaged grants will likely be coordinated with one of the Foundation’s strategic partners. The Foundation will work to provide projects and activities that are “off the shelf”. These activities are pre-packaged and include have a set of criteria and steps that clubs can follow to implement these projects very easily. They will have a standardized approach in creating, implementing, monitoring, and reporting for the project. It is anticipated that packaged grants will be funded entirely by the World Fund or in coordination with the strategic partner. We will talk about strategic partnerships shortly.
  • Future Vision Plan Update, Zone Institutes Aug-Nov 2008 Future Vision Plan Update, Zone Institutes Aug-Nov 2008 Advocacy=Support In the future, The Rotary Foundation will work with strategic partners who will provide support to Foundation global grant projects in a variety of ways. The Foundation will identify partner organizations in each of the six areas of focus. Strategic partners will provide financial resources, technical expertise, or advocacy—or any combination thereof. With these partners you may see: Partners providing funding directly to the Foundation for projects and activities. Partners and The Rotary Foundation providing parallel funding to support shared projects and activities. Certain circumstances because of the expertise of the partner where The Rotary Foundation provides funding directly to the partner to support the project or activity of a club or district. We are not talking about giving funds to a partner to do with it as they please. Strategic partners will be just that—partners with The Rotary Foundation to support the work and effort of Rotarians to provide services to the communities in need.
  • Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development
  • District grants are funded solely by DDF generated from a district’s  Annual Programs Fund  giving from three years prior, including  Permanent Fund   SHARE  earnings. Districts can request up to 50 percent of their DDF each year. Any unused district grant funds are returned to the Foundation and credited back to the district's DDF balance. DDF will continue to rollover to a district's balance for the following year. Rollover DDF will not be used in the calculation of the district grant amount.
  • Earnings: Interest of monies. While Annual Programs Fund giving provides the necessary funding for operation of Foundation programs, giving to the Permanent Fund is a means to ensure the future of The Rotary Foundation. Earnings from the Permanent Fund will enable the Foundation to expand existing programs and underwrite new humanitarian, cultural and educational programs. Ways to Give to the Permanent Fund: Testamentary gifts through a will or other estate plan, life income gifts (i.e., Charitable Remainder Trusts, Charitable Gift Annuities, Pooled Income Fund) or outright gifts of property, cash or investments.
  • Future Vision Plan Update, Zone Institutes Aug-Nov 2008 Future Vision Plan Update, Zone Institutes Aug-Nov 2008 DAF=Donor Advised Fund ----------------------------------- Now, how do we fund this new grant structure? First, the current SHARE system will remain—Annual Programs Fund contributions will be split 50/50 between the District Designated Fund (or DDF) and the World Fund. Within the DDF, each district may elect to receive up to 50% of the available DDF for Rotary Foundation District Grants. The remaining DDF—50% or more—along with World Fund, cash flow through contributions, permanent fund earnings, named gifts, and donor advised funds support Rotary Foundation Global Grants. Keep in mind that the current World Fund matching concept so familiar and attractive to Rotarians will remain in the funding model. However, the World Fund match of DDF, cash and DAF will only be available for Global Grants. The Foundation will no longer provide a World Fund match for smaller, less strategic projects and activities. Additionally, the Trustees approved the concept that packaged grants will be primarily funded from the World Fund. However, clubs and districts may also use DDF and cash to purchase packaged grants. -----------------------= All contributions made to the Annual Programs Fund are unrestricted and cannot be directed to a specific purpose. However, donors may indicate whether they wish to have their contributions placed into the SHARE program or the World Fund. --------------= The Permanent Fund is an endowed fund that is invested in perpetuity, with a percentage of the total value of the fund spent annually to benefit the programs of The Rotary Foundation. -------------=
  • If any DDF remains, districts can also decide to donate it to PolioPlus or Rotary Peace Centers. Any unused DDF (funds remaining after all grant applications and donations have been reported to the Foundation) 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 .
  • Any unused DDF (funds remaining after all grant applications and donations have been reported to the Foundation)
  • On club’s level, unused funds Project sponsors are responsible for submitting grant progress reports within 12 months and every 12 months thereafter until the project is complete. Final reports need to be submitted within two months of the close of the grant. Any unused funds will be returned to The Rotary Foundation and credited to the World Fund.  
  • There is no GSE under FV, the VTT has an entirely different concept and purpose, more in line or as an adjust to a humanitarian project. However districts can have a GSE funded by district grants on their own without support groom global grants
  • Regarding sponsor contributions, the Terms and Conditions states: "International sponsors for humanitarian projects are required to provide at least 30% of the total sponsor funding. Host sponsors for humanitarian projects are encouraged to contribute toward the financing of the grant." Please note that this 30% requirement is based on the total contributions (cash and DDF) from the grant sponsors , and not on the total budget amount. Please don't hesitate to contact Future Vision staff if you have any questions about this policy.
  • Regarding sponsor contributions, the Terms and Conditions states: "International sponsors for humanitarian projects are required to provide at least 30% of the total sponsor funding. Host sponsors for humanitarian projects are encouraged to contribute toward the financing of the grant." Please note that this 30% requirement is based on the total contributions (cash and DDF) from the grant sponsors , and not on the total budget amount. Please don't hesitate to contact Future Vision staff if you have any questions about this policy.
  • International sponsors for humanitarian projects are required to provide at least 30% of the total sponsor funding. Host sponsors for humanitarian projects are encouraged to contribute toward the financing of the grant. Global grants  offer opportunities to participate in strategically focused, high-impact activities within the six areas of focus.Global grants range from $30,000 to $400,000.   
  • ***Rotary Foundation Global Grant proposals will be analyzed for sustainability, measurability, and stewardship (competitive basis)
  • ***Rotary Foundation Global Grant proposals will be analyzed for sustainability, measurability, and stewardship (competitive basis)
  • ***Rotary Foundation Global Grant proposals will be analyzed for sustainability, measurability, and stewardship (competitive basis)
  • FVC Report to Trustees, September 2011 Process Global grant applications are accepted on a rolling basis throughout the year. These grants fund larger projects and activities with sustainable, high-impact outcomes in the areas of focus corresponding to the Foundation’s mission. Clubs and districts should take time to create a project that includes a community assessment, strong partnership, and a detailed implementation plan with measurable, achievable goals. After a specific community issue or need has been chosen, the next step is to establish a sustainable project plan. This planning phase includes determining which area of focus and activity type the project corresponds with. Global grants can fund humanitarian projects, scholarships, and/or vocational training teams. Once the planning phase is complete, project sponsors will complete an application readiness check in the online system. This step will provide information and resources and will allow the sponsors to determine if they have completed all of the necessary steps to move on to the application. Upon receipt of the application, the Foundation will review the application for eligibility and completeness. Once all requirements have been met for the global grant, payment will be issued. Once grant funds are received, it is important for clubs and districts to follow their implementation plan and periodically review the plan to facilitate modifications and revisions throughout the life of the grant. Clubs and districts will also need to evaluate their project during implementation and after completion. Funding Global grants offer a minimum World Fund award of US$15,000 for a minimum project budget of $30,000. The World Fund award is based on a 100 percent match of District Designated Fund allocations or a 50 percent match of cash contributions. The contributions provided by the clubs and districts in addition to the Rotary Foundation’s match make up the total project funding for a global grant.
  • FVC Report to Trustees, September 2011 Process Each packaged grant opportunity involves a distinct application process and rules, as determined by the negotiated details of the strategic partnership. TRF establishes strategic partnerships with global organizations that share Rotary’s humanitarian goals. Projects are designed by TRF and the strategic partner; implementation is conducted by Rotary clubs and districts. Most packaged grant applications are accepted on a rolling basis throughout the year. These grants fund pre-designed projects and activities with sustainable, high-impact outcomes in the areas of focus corresponding to the Foundation’s mission. There are a limited number of packaged grants available each year. Certain packaged grants may be limited to particular geographic areas or expertise in a specific project activity. Some packaged grant opportunities are available to Rotary sponsors in the project location, while others are available to international sponsors. After a Rotary club or district identifies a packaged grant opportunity to pursue, the project sponsor will complete an application in the online system. Upon receipt of the application, the Foundation will review the application for eligibility and completeness. Many packaged grants will require review by the strategic partner. Funding Packaged grants do not require project sponsors to contribute financially to the project. Through negotiations with the strategic partner, packaged grants are funded 100% through a minimum World Fund award of US$20,000 and the in-kind contributions of the strategic partner.
  • 2-United Nations and International Organizations: 2.1-History and Today [Rotary-day at UN] 2.2-8MDGs and the 6AOF 2.3-RI Representatives 2.4-UN/Rotary Outreach Program 2.5-UN Global Compact
  • 1. Corporate Project A corporate project is defined as a project undertaken by Rotary International and its Foundation, and approved by the Council on Legislation, in which all clubs worldwide are encouraged to participate. As outlined in section 40.040.1. of the Rotary Code of Policies and section 11.030. of The Rotary Foundation Code of Policies, no new corporate projects will be considered until the PolioPlus program is completed. 2. Strategic Partners A strategic partnership is a formal relationship between Rotary International and/or The Rotary Foundation and another organization, such as a nongovernmental organization, government agency, corporation, or university, to facilitate Rotary club or district projects. Strategic partnerships are large scale, multi year relationships, and provide financial resources, technical expertise/resources, advocacy, or a combination thereof. 3. Service Partners A service partnership is a formal relationship between Rotary International and/or The Rotary Foundation and another organization, such as a nongovernmental organization, government agency, corporation, or university, to provide opportunities or expertise to enhance Rotary club or district projects. Service partnerships are flexible, scalable, and may range from small to large in scope, and from short to long term in duration. Service partner activities will be promoted to clubs and districts, with a focus on local implementation. 4.Project Partners A project partnership is special status available to organizations affiliated with a Rotary entity, usually an independent nongovernmental organization started or managed by Rotary clubs, districts, or Rotarians. Project partner activities will be promoted to clubs and districts through a dedicated page on the RI website. 5.Funding Partners A funding partnership is available as recognition to organizations (nongovernmental organization, government agency, corporation, or university) that provide funding to support Rotary club or district projects or events through either Rotary International or The Rotary Foundation. Funding partners may be recognized for donations in kind, sponsorships, or direct contributions with a minimum threshold of US$250,000. Organizations may make contributions without seeking status as funding partners
  • Tackle=deal with Bear=accept Brunt=impact
  • Foundation offers two types of grants:  -District grants  are block grants that enable clubs and districts to address immediate needs in their communities and abroad.  -Global grants  offer opportunities to participate in strategically focused, high-impact activities within the six areas of focus.Global grants range from $30,000 to $400,000.   
  • FVC Report to Trustees, September 2011 Process District grants are block grants that are administered by the district. Clubs submit funding requests to the district for specific projects and activities including local or international service projects, volunteer service travel, disaster recovery, scholarships, and/or vocational training. The district governor, district Rotary Foundation committee chair, and district grants subcommittee chair work together to create the district grant spending plan, which is submitted online and must be authorized by all three officers. Rotary Foundation staff review the application to ensure that all proposed activities align with TRF’s mission. Once the spending plan is approved, funds are issued. Districts are encouraged to apply before the start of the Rotary year, so that payment can be made immediately at the beginning of the year. Districts receive one block payment for the approved amount of the district grant and then distribute money to their clubs. Funding Districts may request up to 50 percent of their District Designated Fund (DDF) for use in district grant activities. This percentage is calculated based on the amount of DDF generated from a district’s Annual Programs Fund giving three years prior, including Permanent Fund SHARE earnings.
  • So how does the plan simplify the grant model? Current model At one time there were some 12 different grant types offered by the foundation each with their own set of Program criteria and goals; eligibility guidelines; business cycles; application forms and funding mechanisms. This large menu of grant offerings has made the process confusing for Rotarians to navigate in trying to access foundation funds for their activities. Additionally, separating programs between educational and humanitarian activities has resulted in high operational costs. Future model In the future vision model there are only two grant types; District Grants and Global Grants which fund activities for educational and humanitarian activities. District grants provide the flexibility to fund a range of local and international projects related to TRF’s mission using up to 50% of a district’s DDF. Global grants provide a world fund match on contributions for club and district developed humanitarian and educational activities aligned with the six areas of focus. Packaged global grants offer a straight grant from the world fund for highly sustainable pre-designed activities developed by TRF with support from strategic partners. These activities are funded for each grant type using simplified eligibility guidelines; one business cycle that virtually eliminates application deadlines and allows for a rolling submission of applications throughout the year. The application and authorization process has been streamlined by making it available online and the funding mechanisms are also streamlined. For the duration of the pilot, both non-pilot and pilot clubs and districts will be able to support Rotary Centers and PolioPlus.
  • CSO=Civil Society Organizations
  • -THE TRUSTEES OF THE ROTARY FOUNDATION HAVE IDENTIFIED SIX AREAS OF FOCUS FOR THE NEW GRANT STRUCTURE. THESE AREAS REFLECT CRITICAL HUMANITARIAN ISSUES AND NEEDS THAT ROTARIANS ARE ADDRESSING WORLDWIDE. THEY WILL ALIGN ROTARY WITH OTHER INTERNATIONAL DEVELOPMENT EFFORTS AND WILL STRATEGICALLY FURTHER THE FOUNDATION'S MISSION . -EACH OF THE SIX AREAS OF FOCUS BEGINS WITH A STATEMENT OF PURPOSE, FOLLOWED BY A LIST OF SPECIFIC GOALS. -THE ROTARY FOUNDATION WILL USE THE GOALS TO ESTABLISH: 1. PROJECTS AND ACTIVITIES FOR PACKAGED GLOBAL GRANTS 2. POSSIBLE STRATEGIC PARTNERS FOR PACKAGED GLOBAL GRANTS 3. EVALUATION CRITERIA FOR CLUB- AND DISTRICT-DEVELOPED GLOBAL GRANTS 4. A SYSTEM FOR MEASURING OUTCOME FOR ALL GLOBAL GRANTS
  • District Grants These additional criteria apply to district grants: 1. Final reports documenting the disbursement of funds must be submitted to the Foundation within 12 months after the payment is received, or within 2 months of the grant’s total disbursement. 2. All grant projects and activities funded by district grants must be completed within 24 months of disbursement by the Foundation or the local district to the club or project site. 3. Unused grant funds must be returned promptly to The Rotary Foundation and will be credited to the district’s DDF.
  • -VTTs build on the Foundation’s long-standing commitment to vocational training, first formalized with the establishment of the Group Study Exchange program in 1965. -VTTs take the GSE concept of enabling young professionals to observe their profession in another country a step further by offering participants the opportunity to use their skills to help others . Hands-on activities vary from one team to the next but may include training medical professionals on cardiac surgery and care, sharing best practices on early childhood education, or explaining new irrigation techniques to farmers. -A successful VTT increases the capacity of the host community to solve problems and improve the quality of life .
  • Requirements: District grant VTTs must support The Rotary Foundation’s mission to promote goodwill and peace, improve health, support education, and alleviate poverty. Team composition: The district may determine the composition of the team to include Rotarians and non-Rotarians of any age. Focus and the length of the visit: Determined by the sponsors. The districts may decide, for example, to incorporate some cultural and social activities along with hands-on training or to sponsor an exchange with the partner district. Budget: Determined by the sponsors
  • Requirements: Global grant VTTs must align with one or more areas of focus, build the capacity of either the team members or the benefiting community, and have a sustainable and measurable impact. The VTT must be sponsored by Rotary clubs or districts from two countries. The grant may support the travel of more than one team. Team composition: Teams must consist of at least two members (either Rotarians or non-Rotarians) with at least two years of professional experience in the designated areas of focus and a Rotarian leader who has expertise in the area of focus, international experience, and general Rotary knowledge. In certain cases, the Foundation may grant permission to designate a non-Rotarian as team leader. There are no restrictions on the age of participants. Length of the visit: Determined by the sponsors
  • Requirements: All packaged grants are carried out with a strategic partner , who defines the general scope of activities within one or more areas of focus, develops the relationships with the local professionals, and ensures that the outcome will be sustainable. Rotarians build the VTT with Rotarian and non-Rotarian participants who have the appropriate skill set for the training. [e.g. Mercy Ships] Team composition: Similar to that of a global grant VTT, except that the leader must be a Rotarian Budget: The Foundation and the strategic partner pay all costs associated with the training. e.g. Mercy Ships: For example, working with the strategic partner Mercy Ships, Rotarians assemble teams of medical professionals who perform or assist in life-changing surgeries and provide skills training to local health care professionals.
  • DISTRICTS ARE ENCOURAGED TO DEVELOP THEIR OWN CRITERIA AND ADMINISTRATIVE PROCEDURES FOR VOCATIONAL TRAINING TEAMS AND SCHOLARS THEY PLAN TO SUPPORT WITH THEIR DISTRICT GRANT FUNDS.
  • DISTRICTS ARE ENCOURAGED TO DEVELOP THEIR OWN CRITERIA AND ADMINISTRATIVE PROCEDURES FOR VOCATIONAL TRAINING TEAMS AND SCHOLARS THEY PLAN TO SUPPORT WITH THEIR DISTRICT GRANT FUNDS. 1/ DISTRICT GRANT SCHOLARSHIPS  Future Vision offers maximum flexibility in funding scholars.  Districts can determine the types of scholars they wish to sponsor using funds from a district grant. These could include:  Undergraduate or graduate students studying locally, any subject matter  Undergraduate or graduate students studying abroad, any subject matter  Study periods of any length (language training, a certificate program, a semester, a year or more) The district leadership should determine its own preferences, applications, and timetables for district grant-funded scholars. Your Future Vision coordinator at the Foundation is always available to help, and can provide examples of how other districts have organized their district grant scholarship process. 2/ GLOBAL GRANTS: Rotary Foundation Global Grants support large international activities with sustainable high-impact outcomes in one or more of the six areas of focus and have a long-term impact. Scholarship applications will be reviewed by an area of focus expert as needed. (October 2012 Trustees Mtg., Dec. 8)
  • The term “ Rotary Scholar ” shall be used when referring to any global grant scholar recipient. The 2010-11 class of Ambassadorial Scholars received US$9.6 million through individual grants of $25,000. Since 1947, a total of $532 million has been awarded to 41,000 men and women. The Ambassadorial Scholarship program over the past 65 years has promoted international understanding and friendly relations among people of different parts of the world. The Ambassadorial Scholarships program helped RI to meet its mission while providing a superb service. Rotarians wondered if we could move forward with a new scholarship program with greater flexibility.
  • The Rotary Foundation is committed to using microcredit programs to facilitate small, self‐help enterprises. Clubs and districts applying for global grants are encouraged to partner with reputable and established cooperating organizations/microfinance institutions to administer loan programs as a way of undertaking sustainable development projects. However, microcredit programs funded by the Foundation must incorporate a component, such as training , that extends beyond the management of loan capital. In addition: 1. 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 activities must be supervised and controlled by the sponsoring club or district. 3. Interest and fees generated by microcredit fund capital from The Rotary Foundation may be used for administrative expenses that directly support the project. 4. Grant sponsors must submit a microcredit supplement form with the grant report. 5. If a microcredit project is terminated before the Foundation’s reporting requirements are met, grant funds must be returned to The Rotary Foundation. 6. The Rotary Foundation will not fund loan guaranty systems.
  • -Rotarians have mobilized by the hundreds of thousands to eradicate polio. They’re working to ensure that children are immunized against this crippling disease, despite weak infrastructure, extreme poverty, and civil strife prevailing in many countries. -Since the PolioPlus program began in 1985 , more than 2 billion children have received the oral polio vaccine . -More than 2 billion of USD spent since 1985, launching year of Polio Eradication Campaign. -On January 2012 , Three countries remained infected [Nigeria, Pakistan and Afghanistan]. -Polio is more geographically focused than ever before, and political commitment in the polio-endemic countries is stronger than ever, yet some challenges remain.. -We must End Polio Now !
  • Six Rotary Centers for International Studies will exist at seven recognized universities, in diverse geographical locations, with superior curricula and faculty in world affairs, conflict resolution and international studies. Up to 110 Rotary World Peace Fellows will be endorsed by clubs and districts, selected by The Rotary Foundation of Rotary International, and proposed to study at one of the six Rotary Centers. Up to 60 Fellows will be chosen for the master’s degree program and up to 50 Fellows will be chosen for two three-month certificate sessions each year. The number of fellowships awarded each year shall be subject to annual review by the Trustees at their October/ November meeting.
  • The selection criteria for Rotary Peace Fellows are − Demonstrated leadership skills − Demonstrated commitment to peace and international understanding through personal and community service activities and/or academic or professional achievements − Clear career goals related to peace and conflict resolution Additional criteria for the master’s program: − An undergraduate degree in an appropriate field and strong academic record − Proficiency in more than one language (even if the candidate proposes to study in a country where his or her native language is spoken) − A minimum of three years’ combined paid or unpaid full-time work experience in a relevant field Additional criterion for the certificate program: − A minimum of five years’ relevant work experience
  • This educational Grants Program supports graduate students and professionals in fields related to peace and conflict resolution. Each year, up to 110 fellows study at one of the Rotary Peace Centers around the globe. 
  • − Seeking out and endorsing qualified candidates to compete for one of the fellowships awarded on a Competitive basis. All districts are invited to submit a candidate for the world competition each year. − Identifying Major Donors in your region to endow a fellowship each year with a gift of US$25,000 or more − Asking Rotary Peace Centers alumni to speak at a club meeting, and involving them in club activities
  • Funding provided to Rotary World Peace Fellows will be for a maximum of two years and limited to the following categories: Award Amount The District Designated Fund option cost is based on the projected average cost of all awards at all universities. No financial ceiling or limit will be placed on the award, however, universities will be asked to provide tuition reductions to reduce the overall costs. Funding provided to Rotary World Peace Fellows will be for a maximum of two years and limited to the following categories: Transportation: Fellows will receive transportation between their home and study cities at the start and end of the fellowship . Because round-trip tickets are only valid for twelve months, Rotary World Peace Fellows will probably receive two one-way tickets. Room and Board: Fellows will receive a monthly stipend for 21 months of room and board based on the reasonable cost of student living in the study area. The committee recommends that additional funding in hardship cases be considered. Summer Session: Fellows will be asked to submit proposals for use of summer funds. For example, fellows could propose travel to a research site, applied field experience, language study in another country or summer coursework at their assigned university. All proposals must have the support of their academic adviser. The Rotary Foundation may not be able to fund the full proposal, but could provide support in appropriate areas. Educational Expenses (Tuition and fees): Fellows will receive funding for registration, tuition for a normal course load as defined by the institution and other necessary educational expenses for up to two years. Courses with unusual costs, such as field trips, conferences, etc. will be considered on an individual basis. Two years would be the absolute limit for funding. Fellows will be encouraged to return home after their second year of study. Students in one year courses may need options for a second year since involvement by second year students serving as mentors to first year students and participating in seminars is an important part of the program. While funding for upgrades to Ph.D. programs will not be approved, a double masters completed within two years would be acceptable. Miscellaneous: Fellows would receive the same contingency fund as Academic-Year Scholars ( currently [2013] US$1,700 per year ) to cover books and supplies, other contingencies, ambassadorial costs and unexpected expenses. No allowance would be given for dependents. In addition, thesis expenses
  • BIBLIO: District 2483 Rotary Foundation Seminar, Novi Sad, 22. oktobar 2011.
  • And we also work/interact with the Rotary Foundation Future Vision Staff Contacts:
  • During the pilot, there are many things nonpilot districts can do to prepare for the transition in 2013. The Trustees are encouraging all clubs and districts, pilot and nonpilot, to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world. In fact, many districts are already doing this. Nonpilot districts might also consider seeking out a pilot district that could serve as a “mentor” to share resources, tips and best practices. Your Regional Rotary Foundation Coordinators can assist you in finding a mentor pilot district. Nonpilot districts can also take full advantage of training opportunities, webinars and resource materials that have been developed to educate Rotarians about Future Vision which are available on the website. The very latest information is also e-mailed monthly to Rotarians that subscribe on the website to the Future Vision Pilot News. Once your club or district has completed a grant project be sure to report on it promptly. Grants that are overdue on reporting at the time of transition to the Future Vision plan may delay your club or district from submitting applications for Future Vision grants. So it is important to stay up to date. During the 2012-13 year, your district and club officers will be trained on how to implement Future Vision in your district. Participate in these trainings so that you get the most out of the new opportunities available to you. Learn about the grant management training and qualification requirements so that your club and district can be prepared to implement them.
  • Ingenuity=Creativity Irascible=hot-tempered
  • Fulfill= Complete, perform
  • Fulfill= Complete, perform

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

  • 1. Michel P. Jazzar Presentation - Lebanon TheThe Rotary FoundationRotary Foundation New Grants Model ManagementNew Grants Model Management AA comprehensive presentationcomprehensive presentation Michel P. Jazzar RI Representative to United Nations – ESCWA ARRFC – Zone 20B / 2009-2012
  • 2. Michel P. Jazzar Presentation - Lebanon Info you must know starting 1Info you must know starting 1stst July 2013July 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
  • 3. Michel P. Jazzar Presentation - Lebanon Requests and TestimonialsRequests and Testimonials 3
  • 4. Michel P. Jazzar Presentation - Lebanon PresentationPresentation seen by + 1300 viewersseen by + 1300 viewers 4
  • 5. Michel P. Jazzar Presentation - Lebanon 5 This presentation was delivered at DGN Training Seminar – Rotary Institute 2011 Calcutta - India
  • 6. Michel P. Jazzar Presentation - Lebanon 6 This presentation was delivered at TRF Training Seminar – Kenya
  • 7. Michel P. Jazzar Presentation - Lebanon Speaking pointsSpeaking points • Prepare club members to participate in TRF > 1st July 2013. • Provide an overview TRF Grants, PolioPlus and Peace fellowships. 7
  • 8. Michel P. Jazzar Presentation - Lebanon 8 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 AND VOCATIONAL TRAINING TEAM - VTT ***
  • 9. Michel P. Jazzar Presentation - Lebanon 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
  • 10. Michel P. Jazzar Presentation - Lebanon TRF new grant model is designed toTRF new grant model is designed to achieve six key objectives:achieve 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
  • 11. Michel P. Jazzar Presentation - Lebanon TRF MottoTRF Motto 11 Doing Good in the WorldDoing Good in the World The Rotary Foundation isThe Rotary Foundation is youryour FoundationFoundation
  • 12. Michel P. Jazzar Presentation - Lebanon 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
  • 13. Michel P. Jazzar Presentation - Lebanon 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
  • 14. Michel P. Jazzar Presentation - Lebanon The Rotary FoundationThe Rotary Foundation new grants >1new grants >1stst July 2013July 2013
  • 15. Michel P. Jazzar Presentation - Lebanon OverviewOverview 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.
  • 16. Michel P. Jazzar Presentation - Lebanon 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
  • 17. Michel P. Jazzar Presentation - Lebanon 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
  • 18. Michel P. Jazzar Presentation - Lebanon The most successful and sustainable Rotary service tends to fall within one of the following six areas: 1.Peace and conflict prevention/resolution 2.Disease prevention and treatment 3.Water and sanitation 4.Maternal and child health 5.Basic education and literacy 6.Economic and community development TRF Areas of focus
  • 19. Michel P. Jazzar Presentation - Lebanon 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
  • 20. Michel P. Jazzar Presentation - Lebanon 20 The ratings were compiled by theThe ratings were compiled by the Financial Times in associationFinancial Times in association with the Dalberg Globalwith the Dalberg Global Development Advisers and theDevelopment Advisers and the United Nations Global Compact.United Nations Global Compact. Why new vision for TRF programs now?
  • 21. Michel P. Jazzar Presentation - Lebanon 21 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.
  • 22. Michel P. Jazzar Presentation - Lebanon 22 2007
  • 23. Michel P. Jazzar Presentation - Lebanon 23 2007
  • 24. Michel P. Jazzar Presentation - Lebanon 24
  • 25. Michel P. Jazzar Presentation - Lebanon Why did The Rotary Foundation changeWhy 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
  • 26. Michel P. Jazzar Presentation - Lebanon 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
  • 27. Michel P. Jazzar Presentation - Lebanon Major Initiatives Permanent Fund US $1B Grants new model Every Rotarian Every Year APF Goals Rotary Centers Major Gifts Initiative US$ 95 M Polio Eradication Major Initiatives by 2015by 2025 until it is eradicated yearly
  • 28. Michel P. Jazzar Presentation - Lebanon Fundraising InitiativesFundraising Initiatives 2013-20142013-2014 28 30 June 2013 30 June 2013 30 June 2014 30 June 2014 Special Fundraising Events
  • 29. Michel P. Jazzar Presentation - Lebanon 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
  • 30. Michel P. Jazzar Presentation - Lebanon TRF New GoalsTRF New Goals • Member education • Fundraising • Grants • PolioPlus • Rotary Peace Centers
  • 31. Michel P. Jazzar Presentation - Lebanon Member educationMember education 1. 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
  • 32. Michel P. Jazzar Presentation - Lebanon Goals for 2013-2014Goals 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
  • 33. Michel P. Jazzar Presentation - Lebanon 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
  • 34. Michel P. Jazzar Presentation - Lebanon 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
  • 35. Michel P. Jazzar Presentation - Lebanon TRF Grants TypesTRF Grants Types District Grants Global Grants Packaged Grants PolioPlus Rotary Peace Centers
  • 36. Michel P. Jazzar Presentation - Lebanon Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types 36 Areas of Focus TRF Mission WF Match to DDF/cash World Fund WF
  • 37. Michel P. Jazzar Presentation - Lebanon Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types 37 Areas of Focus TRF Mission
  • 38. Michel P. Jazzar Presentation - Lebanon Structure forStructure for funding grantsfunding grants typestypes 38 Areas of Focus TRF Mission World Fund WF WF Match to DDF/cash
  • 39. Michel P. Jazzar Presentation - Lebanon Slide 39 Rotary FoundationRotary Foundation DistrictDistrict GrantsGrants 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
  • 40. Michel P. Jazzar Presentation - Lebanon Rotary Foundation FundingRotary Foundation Funding Investment Earnings Investment Earnings District Designated Fund (DDF) District Designated Fund (DDF) TRF Funding TRF Funding SHARESHARE World Fund World Fund Rotarian Contributions Rotarian Contributions • 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
  • 41. Michel P. Jazzar Presentation - Lebanon Slide 41 Rotary FoundationRotary Foundation GlobalGlobal GrantsGrants 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]
  • 42. Michel P. Jazzar Presentation - Lebanon Strategic PartnershipsStrategic Partnerships RI/Rotary Foundation Foundation Areas of Focus Global Grants Strategic Partnerships Financial Resources •Direct to Foundation •Parallel funding •Foundation gives to partner Technical Expertise Advocacy/Support Districts/Clubs Financial and/or Human Resources Community
  • 43. Michel P. Jazzar Presentation - Lebanon FoundationFoundation Areas of FocusAreas of Focus 43 •Peaceand conflict prevention/resolution •Diseaseprevention and treatment •Water and sanitation •Maternal and child health •Basic education and literacy •Economic and community development
  • 44. Michel P. Jazzar Presentation - Lebanon Funding
  • 45. Michel P. Jazzar Presentation - Lebanon Annual Programs Fund Contributions 2010 – 2011Annual Programs Fund Contributions 2010 – 2011 ++ Endowment FundEndowment Fund SHARESHARE earningsearnings == $100.000$100.000 e.g. Distributable Funds - DDF 2013 – 2014 Program Year D D F
  • 46. Michel P. Jazzar Presentation - Lebanon 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
  • 47. Michel P. Jazzar Presentation - Lebanon Annual Programs Fund Contributions 2010 – 2011Annual Programs Fund Contributions 2010 – 2011 $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
  • 48. Michel P. Jazzar Presentation - Lebanon Distributable Funds 2013 – 2014 Program Year: Annual Programs Fund Contributions 2010 – 2011Annual Programs Fund Contributions 2010 – 2011 $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
  • 49. Michel P. Jazzar Presentation - Lebanon Distributable FundsDistributable Funds ANNUAL 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
  • 50. Michel P. Jazzar Presentation - Lebanon SHARESHARE SystemSystem Unused DDF rolls forward for GGs to 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
  • 51. Michel P. Jazzar Presentation - Lebanon 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
  • 52. Michel P. Jazzar Presentation - Lebanon Unused funds -Unused funds - ClubsClubs Any unused funds will be returned to TRF and credited to the World Fund. 52
  • 53. Michel P. Jazzar Presentation - Lebanon • 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?
  • 54. Michel P. Jazzar Presentation - Lebanon
  • 55. Michel P. Jazzar Presentation - Lebanon 55 TRF chart on District level The Rotary Foundation District Committees  The Rotary Foundation Committees + Grants Review Committee
  • 56. Michel P. Jazzar Presentation - Lebanon 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
  • 57. Michel P. Jazzar Presentation - Lebanon 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 …………………….
  • 58. Michel P. Jazzar Presentation - Lebanon 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
  • 59. Michel P. Jazzar Presentation - Lebanon 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 forhumanitarian projects are required to provide at least 30% of the total sponsorfunding.
  • 60. Michel P. Jazzar Presentation - Lebanon 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
  • 61. Michel P. Jazzar Presentation - Lebanon 61 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. *
  • 62. Michel P. Jazzar Presentation - Lebanon Grant Type - Rotary FoundationGrant 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)
  • 63. Michel P. Jazzar Presentation - Lebanon 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 ***Rotary Foundation Global Grant proposals will be analyzed for sustainability, measurability, and stewardship (competitive basis)
  • 64. Michel P. Jazzar Presentation - Lebanon 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 ***Rotary Foundation Global Grant proposals will be analyzed for sustainability, measurability, and stewardship (competitive basis)
  • 65. Michel P. Jazzar Presentation - Lebanon 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 Assessment Determine activity and area of focus (planning/design) Min. US$15,000
  • 66. Michel P. Jazzar Presentation - Lebanon New:New: Packaged GrantsPackaged Grants • Partner Organizations Selected By TRFPartner Organizations Selected By TRF • Large / Comprehensive /Large / Comprehensive / SustainableSustainable ProgramsPrograms • TRF DevelopedTRF Developed • 100 % Funded100 % 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
  • 67. Michel P. Jazzar Presentation - Lebanon 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
  • 68. Michel P. Jazzar Presentation - Lebanon Rotary Partnerships: GlobalRotary Partnerships: Global 68
  • 69. Michel P. Jazzar Presentation - Lebanon Different types of Rotary partners for: Rotary International and The Rotary Foundation 69 Rotary's work with otherRotary's work with other organizationsorganizations
  • 70. Michel P. Jazzar Presentation - Lebanon Types of Rotary PartnershipsTypes of Rotary Partnerships 1. 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
  • 71. Michel P. Jazzar Presentation - Lebanon Strategic partners Aga Khan University UNESCO-IHE Mercy 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
  • 72. Michel P. Jazzar Presentation - Lebanon 72 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 partners RI/USAID International H2O Collaboration United Nations and International Organizations
  • 73. Michel P. Jazzar Presentation - Lebanon 73 Shelterbox Global Food Banking Network YSA Youth Service of America ~ INJAZ Lebanon Shelterbox Global Food Banking Network YSA 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
  • 74. Michel P. Jazzar Presentation - Lebanon 74 Shelterbox Project partners [Clubs and Districts] Service partners Dolly Parton's Imagination Library Goodwill Industries International International Reading Association- IRA Global Food Banking Network YSA Youth Service of America ~ INJAZ Lebanon
  • 75. Michel P. Jazzar Presentation - Lebanon International Strategic partners Aga Khan University UNESCO-IHE Mercy ships 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 Cooperative relationships Dolly Parton's Imagination Library Goodwill Industries International International Reading Association- IRA
  • 76. Michel P. Jazzar Presentation - Lebanon 76 International Strategic partners Aga Khan University UNESCO-IHE Mercy ships ?
  • 77. Michel P. Jazzar Presentation - Lebanon EDUCATING THE WORLD’S FUTURE WATER LEADERS
  • 78. Michel P. Jazzar Presentation - Lebanon 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
  • 79. Michel P. Jazzar Presentation - Lebanon 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
  • 80. Michel P. Jazzar Presentation - Lebanon New:New: District GrantsDistrict Grants Local or International ProjectsLocal or International Projects Humanitarian, 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 administrative‐ expenses such as bank fees, postage, software, and an independent financial assessment
  • 81. Michel P. Jazzar Presentation - Lebanon 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 submits proposed spending plan for selected projects (apply phase) Activities align with TRF mission (review phase)
  • 82. Michel P. Jazzar Presentation - Lebanon 82 >1st July 2013
  • 83. Michel P. Jazzar Presentation - Lebanon 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
  • 84. Michel P. Jazzar Presentation - Lebanon Grants’ namesGrants’ names District 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
  • 85. Michel P. Jazzar Presentation - Lebanon Lebanon RCs 2011Lebanon RCs 201120132013 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
  • 86. Michel P. Jazzar Presentation - Lebanon Lebanon RCs 2011Lebanon RCs 201120132013 Water & Sanitation Economic & Community Development 86
  • 87. Michel P. Jazzar Presentation - Lebanon Lebanon RCs 2013 and beyondLebanon RCs 2013 and beyond 87
  • 88. Michel P. Jazzar Presentation - Lebanon 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 ?
  • 89. Michel P. Jazzar Presentation - Lebanon 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
  • 90. Michel P. Jazzar Presentation - Lebanon 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?
  • 91. Michel P. Jazzar Presentation - Lebanon GoogleGoogle 91
  • 92. Michel P. Jazzar Presentation - Lebanon 92 http://docs.google.comhttp://docs.google.com
  • 93. Michel P. Jazzar Presentation - Lebanon ReportingReporting Global Grant Reports District Grant Reports 93 Qualification requirements
  • 94. Michel P. Jazzar Presentation - Lebanon Global Grant ReportsGlobal Grant Reports Report to TRF; copy to the District Document 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
  • 95. Michel P. Jazzar Presentation - Lebanon 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?
  • 96. Michel P. Jazzar Presentation - Lebanon ReportingReporting Inappropriate Behavior & Sexual Harassment
  • 97. Michel P. Jazzar Presentation - Lebanon ExamplesExamples Inappropriate 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
  • 98. Michel P. Jazzar Presentation - Lebanon VVocationalocational TTrainingraining 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
  • 99. Michel P. Jazzar Presentation - Lebanon 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
  • 100. Michel P. Jazzar Presentation - Lebanon 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
  • 101. Michel P. Jazzar Presentation - Lebanon 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
  • 102. Michel P. Jazzar Presentation - Lebanon 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
  • 103. Michel P. Jazzar Presentation - Lebanon 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
  • 104. Michel P. Jazzar Presentation - Lebanon VVocationalocational TTrainingraining TTeams -eams - VTTVTT 104 http://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.
  • 105. Michel P. Jazzar Presentation - Lebanon 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
  • 106. Michel P. Jazzar Presentation - Lebanon AMBASSADORIAL SCHOLARSHIPSAMBASSADORIAL 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
  • 107. Michel P. Jazzar Presentation - Lebanon MicrocreditMicrocredit 1. 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
  • 108. Michel P. Jazzar Presentation - Lebanon How to submit for a microcredit?How to submit for a microcredit? Global Grants application 108 Microcredit supplement form + Application filled online
  • 109. Michel P. Jazzar Presentation - Lebanon  PolioPlusPolioPlus  Rotary Centres for International StudiesRotary Centres for International Studies (Peace Scholars)(Peace Scholars) TRF new Grants model What’s NOT Changed …………………….
  • 110. Michel P. Jazzar Presentation - Lebanon PolioPlusPolioPlus Program Campaign Polio eradication is Rotary’s top priority.
  • 111. Michel P. Jazzar Presentation - Lebanon 111
  • 112. Michel P. Jazzar Presentation - Lebanon Rotary Peace CentersRotary Peace Centers
  • 113. Michel P. Jazzar Presentation - Lebanon 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 experience Criteria : − leadership skills − commitment to peace: Personal, community service activities, academic or professional achievements − career goals related to peace and conflict resolution
  • 114. Michel P. Jazzar Presentation - Lebanon Peace CentersPeace Centers Remains mainly the same except that Districts can endorse as many qualified applicants as available
  • 115. Michel P. Jazzar Presentation - Lebanon RPC Rotarians’ supportRPC Rotarians’ support − Seeking out and endorsing qualified candidates to fellowships − Identifying Major Donors − Inviting Rotary Peace Centers alumni 115
  • 116. Michel P. Jazzar Presentation - Lebanon 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
  • 117. Michel P. Jazzar Presentation - Lebanon 117 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)
  • 118. Michel P. Jazzar Presentation - Lebanon QualificationQualification District Should be qualified before Clubs Club 1. Attend a GMS 2. Submit signed club MOU 3. +Additional district requirements 118
  • 119. Michel P. Jazzar Presentation - Lebanon Q ZONE ………. DISTRICT ………. ROTAR Y CLUB PROJECT GRANT DDF RI TRF MOU Q
  • 120. Michel P. Jazzar Presentation - Lebanon Q Online DISTRICT 2452 PROJECT SPONSORS ROTAR Y CLUB TRF WORLD FUND MOU Q DDF MOU Q District  TRF  Clubs Clubs District TRF District CLUB DDF
  • 121. Michel P. Jazzar Presentation - Lebanon Rotary Club ….. project ROTARY CLUB 100 $ 100 $ ROTARY CLUB 100 $ ROTARY CLUB 100 $ ROTARY CLUB 100 $ ROTARY CLUB 100 $ ROTARY CLUB 100 $ ROTARY CLUB District …… Governor District Governor
  • 122. Michel P. Jazzar Presentation - Lebanon 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
  • 123. Michel P. Jazzar Presentation - Lebanon Staff contactsStaff contacts • James Robinson – Division Manager for Future Vision Pilot Operations 847‐ 866 3346‐ james.robinson@rotary.org • Abby McNear – Department Manager for Future Vision Pilot Operations 847‐ 425 5656‐ abby.mcnear@rotary.org 123
  • 124. Michel P. Jazzar Presentation - Lebanon Ressources - PublicationsRessources - 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
  • 125. Michel P. Jazzar Presentation - Lebanon RI website Links*RI website Links* • http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram • http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram • http://www.rotary.org/en/ServiceAndFellowship/collaborate/otherorganization • http://www.rotary.org/en/AboutUs/RotaryInternational/WhoWeWorkWith/Page • http://www.rotary.org/en/AboutUs/RotaryInternational/WhoWeWorkWith/Page * Regularly updated on RI website
  • 126. Michel P. Jazzar Presentation - Lebanon 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]
  • 127. Michel P. Jazzar Presentation - Lebanon Resume: 7iResume: 7i 1. 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
  • 128. Michel P. Jazzar Presentation - Lebanon 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
  • 129. Michel P. Jazzar Presentation - Lebanon 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
  • 130. Michel P. Jazzar Presentation - Lebanon