Learn the important role that cadre members play in advising grant applicants, ensuring proper stewardship of Foundation funds, and promoting practices that lead to stronger, more sustainable grant projects.

1. The Rotary Foundation
Cadre of Technical Advisers
13 June 2017

2. Philip J. Silvers
RC Valle Verde-Green Valley, AZ – D-5500
RI Director 2008-10
hair, TRF Cadre of Technical Advisers 2014-18

3. Core Effects:
Sustainable
Change/
Lasting
Results
Process
Results
(‘Doing Good’)
Training
Cultural
Experiences
Adventure
Travel
Friendships
Humanitarian
Supplies
Equipment
Externalities
(The ‘Sizzle’)
Challenges
Rotary
“Credits”

4. Quality Assurance in Rotary Foundation Programs
Stewardship Programmatic
Quality
Cadre Tools—
• AoF Expertise
• Project Design Skills
• Program Evaluation
• Technical Assistance/Coaching
• Technical and Onsite Reviews
• Financial Audit
Community Assessment
Sustainability
M&E
Grant Application/
Screening Process

5. • Professional program evaluator (M&E) 45 years
• Some expertise in all Areas of Focus, except WASH
• Vocational Training Teams (VTT)
• Evaluating Peace and Conflict Programs
• IT Administrator, 85,000-student college district
• M&E for Rotary Family Health Days
• Proposal writing
My Background

6. Meredith Burlew
Stewardship Manager
Rotary International

7. Who are the Cadre?
A group of volunteer Rotarians who possess
professional expertise in Rotary’s six areas of focus.

8. The Purpose of the Cadre
Provide technical expertise and support to
Rotarians planning and implementing TRF grant
projects around the world
•Ensure stewardship of grant funds
•Assist the Trustees
•Advise Rotarians

9. Cadre Activities
•Grant application and project advising
•Site Visits, Audits and Project Evaluation

10. Grant Application and Project Advising
Cadre members offer grant application guidance
and assistance with:
• Community Assessments
• Monitoring and Evaluation
• Rotary Grant model
• Sustainable project planning

11. At the Project Site
Cadre members spend about
3 days on site meeting with:
• Rotarian grant sponsors
• Project beneficiaries
• Partnering organizations
• Observing project implementation
• Sharing knowledge, best practices, and providing
feedback

12. Cadre Members in Action: Dr. Dennis Addo
Area of Focus:
Disease Prevention and
Treatment
Expertise and Background:
Community health, epidemiological research,
disease surveillance

13. Recruitment Needs
• Central America & Southeast Asia
• Health professionals
• Education and Literacy
• Water and Sanitation experts
• Community development professionals
• Monitoring and Evaluation
• Community Assessment

14. Want to Learn More?
Need advice or guidance on a project?
Interested in joining the cadre or want to learn
more?
Visit www.rotary.org/en/cadre-technical-advisers
E-mail cadre@rotary.org

15. Project Advising
Moses Musiitwa
Rotary Club of Kyambogo-Kampala,
District 9211, Uganda

16. Why I Joined the Cadre
• To keep abreast with local content in all
groups I serve / work with
• To support the processes of TRF, ensuring
professional work .
• To support Rotary clubs doing projects, which
fosters the sustainability principles .

17. Professional Skills
• Bsc- Chemical , MBA- Projects Mgt, Msc -Quality Mgt
• PG-Diploma – IWRM, PG-Certficate in Internal
Auditing
• Writing of Project Documents and Technical / business
Proposals
• Development and implementation of baseline studies,
surveys, assessments and evaluations.
• Water and sanitation projects and WASH-
programming

18. Professional Experience
• Supported over 28 Rotary Clubs in Projects
development-WASH projects (Uganda, Kenya &
Tanzania).
• Conducted Cadre visits on 6 WASH projects in
Districts 9211 & 9212
• Supported the process of Wash-in-Schools (WinS)
manuals development
• Cadre group moderator on WASH in 2016-17.

19. The Role of the Cadre in
Global Grant Advising
• It is the responsibility of cadre members to be
knowledgeable of the Rotary Grants program
• Cadre members are in a unique position to
guide Rotarians in areas of focus or financial
management
• Cadre members can recommend further
resources and expertise

20. My Global Grant Advising Experiences - Issues
Problem of Ownership & Management of institutional latrines (the
schools do not have a budget for operation and maintenance)
Abuse and vandalism of water points & latrines (e.g. stealing of vent
pipes & taps on hand washing facility)
Inadequate hygiene promotion materials in communities & schools
Lack of coordination among the stakeholders involved in water,
sanitation and hygiene provision
Some SMCs are not committed to school sanitation and hygiene
education activities
Absence or dormant WASH committees
Limited investments in WASH capex.

21. My Global Grant Advising Experiences - Processes
• The Needs assessment done with community
• The feasibility study needs to examine different
options towards making recommendations in
terms of:
Technical options
Level of service options (Demand)
Water services provider option
Financial arrangements
Training and capacity building support
required to ensure sustainable water and
sanitation services

22. My Global Grant Advising Experiences – Processes
Planning Phase
Design
Phase
Implementation
Phase
Operations,
and Mentoring
Phase
Project
Approved
Project
Cycle
Commissioning
Evaluation
Ongoing service provision

23. Infrastructure life cycle
Planned life span of the infrastructure
Extension and
upgrading
Decommissioning
Commissioning
On-going life of the water and sanitation services
Project
cycle Rehabilitation
Decommissioning
My Global Grant Advising Experiences – Processes

24. My Global Grant Advising Experiences - Systems
Inputs Systems
 Baseline/Needs assessment
 MOU’s /Stakeholder
engagement
 Procurement
Implementation
 Inventory & Logistics
 Financial systems
 Capacity building system
 Monitoring/progress report
Output Systems
 Final reports
 Project Audits
 Impact Evaluation

25. My Global Grant Advising Experiences - Systems

26. Coordination of Rotary Projects

27. My Global Grant Advising -Stakeholders Engagement
• Due diligence process for corporate(s) / NGOs
• Stake holders Mapping for the project
• Stake holders dialogue
• Roles and Responsibilities for each group
• Project milestones and scorecard

28. Cadre Site Visits
PDG Carolyn Johnson
Rotary Club of Yarmouth,
District 7780, Maine

29. Why I Joined the Cadre
• Stewardship of Foundation funds - reinforce quality of TRF
• Vocational service: using my professional expertise,
experiences
• Opportunities to learn, develop connections & relationships
• Opportunities to support Rotarians, clubs for success

30. Professional Skills and Experience
• 30 years as an
educator
• Developed,
implemented,
managed Culture of
Reading Program
(CORP), Guatemala
• Literacy Chair for
my district

31. The Role of the Cadre Site Visitor
• Studying the Project Documentation
• Meeting with the project stakeholders
• Rotarian sponsors
• Beneficiaries
• Cooperating Organizations
• Providing Feedback and Recommendations
• Site Visit Feedback Meeting
• Reporting back to TRF

32. My Cadre Site Visit Experiences
• Why are Cadre Visits important?
• Establish personal connections between
TRF and Rotarians
• Professional Expertise
• Pose objective questions
• Assist Rotarians to develop projects for
the long term (how Rotarians might be
actively involved)

33. My Cadre Site Visit Experiences

34. My Cadre Site Visit Experiences

35. Basic Education & Literacy (BEL) Projects
• Plan for lasting change - knowledge, skills and attitudes
• Identify success: change in practice, achievement levels,
attendance, promotion rates,
• Partnering (Ministry, school, and community)
• Training and support for teachers (long term)
• Scale up (start small: add grade levels, technology)
• Recognition & Certification
• Involve Host and International Partners

36. Financial Auditing
PDG Sanjay Khanna
Rotary Club of Delhi South East
District 3011, India
RIPSR FOR RID 58 (3100)

37. The Rotary Foundation
(A) DISTRICT GRANTS
 Support clubs to do any worthwhile projects
for benefit of community.
(B) GLOBAL GRANTS
 Align with one or more of Rotary’s "Area of
Focus".
 Should be sustainable & measurable.
 Should be host community driven.
 Responsible for reporting to TRF on the use of
Grant funds periodically.
 Foundation reserves right to review,
conduct an audit, send a monitor to
ensure transparency.

38. Protecting TRF’s Grant Investments
Relevance of Cadre members
 Application & Project Adviser
 Technical Reviewer
 Site Visitor
 Auditor

39. Professional Skills and Experience
 Bachelor’s Degree in Law – Delhi University - 1980
 Chartered Accountant (CPA) - 1982
 Senior Partner of M/S Ghosh Kanna & Co (GKC)
 30 years of financial and management review experience
 World Bank, USAID, and other NGOs
 Cadre membership provides opportunity to utilize
professional skills and expertise to strengthen TRF and
promote stewardship

40. Professional Skills and Experience
 Why audits are important ?
 Financial management advice.
 Address common errors committed.
 Personal experience comes into play.

41. The Role of the Cadre Auditor
 Host Rotarians manage grant funds transparently.
 Ensure separate low/no-interest bearing account opened for grant funds.
 MOU completed if working with a Cooperative agency.
 Host sponsor has a financial management plan that includes keeping
receipts & records of financial documents, communications and inventory.
 Assess if any income accrued to the project and its treatment.
 For every planned purchase, price quotations from three different vendors.
 Ensure project is free of conflict of interest.
 Preferably accounts should be audited annually.

42. My Cadre Audit Experiences
TRF CADRE SITE VISIT TO CONDUCT A FINANCIAL AUDIT
 Provision of medicines/supplements to children and lactating mothers.
 Provision of a Van for transporting doctors and medicines to the villages.

43. My Cadre Audit Experiences
DONATION OF VAN FOR TRANSPORTING
DOCTORS/MEDICINES TO THE VILLAGE HOSPITAL

44. My Cadre Audit Experiences
TRAINING OF VILLAGE CORPS

45. My Cadre Audit Experiences
MOBILE CLINIC AT A VILLAGE

46. My Cadre Audit Experiences
DISTRIBUTION OF MEDICINES/NUTRIENTS
TO BENEFICIARIES IN VILLAGES

47. My Cadre Audit Experiences
PHARMACY AT HOSPITAL

48. My Cadre Audit Experiences
Wear your smile and take pride in
being a Rotarian……....

49. Questions?
cadre@rotary.org

50. This presentation and others
from throughout the convention
are available through the
convention mobile app and on
SlideShare at
www.SlideShare.net/Rotary_International.

51. Rate this session in the
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52. CADRE: WHO WE ARE (October 2015) 1
THE ROTARY FOUNDATION CADRE OF TECHNICAL ADVISERS
Who we are and what we do
The Rotary Foundation Cadre of Technical Advisers provides assistance and technical
expertise to Rotarians planning and implementing projects, ensures the proper
stewardship of Foundation grant funds, and assists Foundation trustees in the funding
process. The cadre is composed of volunteer Rotarians from around the world who are
familiar with the grant program and who also have technical and professional expertise
in one or more of Rotary’s six areas of focus.
THE ROLE OF THE CADRE__________________________________________________
Cadre members are involved in planning, monitoring, and evaluating humanitarian
grant projects in the following ways:
• Application and project adviser assists with global grant applications and
the implementation of projects.
• Technical reviewer assists Foundation staff by evaluating the technical
feasibility of grant applications. These are desk reviews that do not involve travel.
• Site visitor evaluates the technical feasibility of a proposed project (advance
site visitor) or the implementation of an ongoing project (interim monitor).
These assignments involve travel to the project site and meetings with the
sponsors, residents of the benefiting community, and representatives of any
cooperating organizations.
• Auditor evaluates the financial management and oversight of grant funds. These
assignments, which include random, routine, targeted, and operational audits,
involve travel to the project site as well as meetings with the relevant
stakeholders.
_____________________________________________________________________________________
ENGLISH (EN)

53. CADRE: WHO WE ARE (October 2015) 2
WHAT WE’RE LOOKING FOR________________________________________________
The cadre assignment process involves multiple factors, with preference given to
members who best meet the following criteria:
• Experience – Appropriate technical expertise and familiarity with Foundation
grant programs
• Language skills – Ability to communicate in the language spoken at the project
site
• Cost-effectiveness – Proximity to the project site
• Quality of evaluations – For members who have completed cadre
assignments, a history of submitting high-quality evaluations within the
requested time frame
• Cultural familiarity – Understanding of the culture of the project site and
benefiting community
HOW YOU CAN HELP_______________________________________________________
We need Rotarians in Africa, Latin America and the Caribbean, and Southeast Asia in all
areas of focus, particularly experts in the following areas:
• Agriculture, small enterprise development, vocational training, or adopt-a-village
projects
• Medicine and health care, including doctors, nurses, midwives, and public health
workers (especially women)
• Water and sanitation in schools, hygiene education, or water and sanitation
advocacy
• Community health care training, mobile health care technology, or infectious
disease control
• Teacher training or curriculum development that incorporates technology
Want to join us? Email cadre@rotary.org for more information.