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Michel P. Jazzar Presentation - Lebanon
TheThe Rotary FoundationRotary Foundation
New Grants Model ManagementNew Grants Mo...
Michel P. Jazzar Presentation - Lebanon
Info you must know starting 1Info you must know starting 1stst
July 2013July 2013
...
Michel P. Jazzar Presentation - Lebanon
Requests and TestimonialsRequests and Testimonials
3
Michel P. Jazzar Presentation - Lebanon
PresentationPresentation
seen by + 1300 viewersseen by + 1300 viewers
4
Michel P. Jazzar Presentation - Lebanon
5
This presentation was delivered at
DGN Training Seminar – Rotary Institute 2011
...
Michel P. Jazzar Presentation - Lebanon
6
This presentation was delivered at
TRF Training Seminar – Kenya
Michel P. Jazzar Presentation - Lebanon
Speaking pointsSpeaking points
• Prepare club members to participate
in TRF > 1st
...
Michel P. Jazzar Presentation - Lebanon
8
1. We will discuss and clarify the differences between:
DISTRICT GRANTS AND GLOB...
Michel P. Jazzar Presentation - Lebanon
After this session:After this session:
• You will get all information on TRF grant...
Michel P. Jazzar Presentation - Lebanon
TRF new grant model is designed toTRF new grant model is designed to
achieve six k...
Michel P. Jazzar Presentation - Lebanon
TRF MottoTRF Motto
11
Doing Good in the WorldDoing Good in the World
The Rotary Fo...
Michel P. Jazzar Presentation - Lebanon
Key words on TRFKey words on TRF
• Belongs to Rotarians: TRF is your FoundationTRF...
Michel P. Jazzar Presentation - Lebanon
Key words on RotariansKey words on Rotarians
• Determine which programs to support...
Michel P. Jazzar Presentation - Lebanon
The Rotary FoundationThe Rotary Foundation
new grants >1new grants >1stst
July 201...
Michel P. Jazzar Presentation - Lebanon
OverviewOverview
of TRF Grants new typesof TRF Grants new types
15
Changing LivesC...
Michel P. Jazzar Presentation - Lebanon
RI is Continually EvolvingRI is Continually Evolving
CHANGING AND STRENGTHENING OV...
Michel P. Jazzar Presentation - Lebanon
TRF MissionTRF Mission
COL Endorsed, April 2007
…to enable Rotarians to advance
wo...
Michel P. Jazzar Presentation - Lebanon
The most successful and sustainable Rotary service tends to
fall within one of the...
Michel P. Jazzar Presentation - Lebanon
Enhance
Rotary’s
public image
Enhance
Rotary’s
public image
Simplify TRF
programs ...
Michel P. Jazzar Presentation - Lebanon
20
The ratings were compiled by theThe ratings were compiled by the
Financial Time...
Michel P. Jazzar Presentation - Lebanon
21
LCIF Ranked
Best NGO Worldwide
Report released July 5, 2007
Lions Clubs Interna...
Michel P. Jazzar Presentation - Lebanon
22
2007
Michel P. Jazzar Presentation - Lebanon
23
2007
Michel P. Jazzar Presentation - Lebanon
24
Michel P. Jazzar Presentation - Lebanon
Why did The Rotary Foundation changeWhy did The Rotary Foundation change
the grant...
Michel P. Jazzar Presentation - Lebanon
THE FUTURE VISION PLAN IS:THE FUTURE VISION PLAN IS:
1. To simplify Foundation pro...
Michel P. Jazzar Presentation - Lebanon
Major Initiatives
Permanent
Fund
US $1B
Grants
new model
Every Rotarian
Every Year...
Michel P. Jazzar Presentation - Lebanon
Fundraising InitiativesFundraising Initiatives
2013-20142013-2014
28
30 June 2013
...
Michel P. Jazzar Presentation - Lebanon
With TRF new grantsWith TRF new grants
1. Our donors,
2. Our beneficiaries,
3. Our...
Michel P. Jazzar Presentation - Lebanon
TRF New GoalsTRF New Goals
• Member education
• Fundraising
• Grants
• PolioPlus
•...
Michel P. Jazzar Presentation - Lebanon
Member educationMember education
1. Club’s training
2. District Rotary Foundation ...
Michel P. Jazzar Presentation - Lebanon
Goals for 2013-2014Goals for 2013-2014
TRF trustee Chair RIPP Dong Kurn (D.K.) Lee...
Michel P. Jazzar Presentation - Lebanon
Rotarians’ Educational ProgramRotarians’ Educational Program
• Rotary Foundation D...
Michel P. Jazzar Presentation - Lebanon
TRF Grants ModelTRF Grants Model
The Trustees have approved two grant names: Distr...
Michel P. Jazzar Presentation - Lebanon
TRF Grants TypesTRF Grants Types
District Grants
Global Grants
Packaged Grants
Pol...
Michel P. Jazzar Presentation - Lebanon
Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types
36
Areas of
Focus...
Michel P. Jazzar Presentation - Lebanon
Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types
37
Areas of
Focus...
Michel P. Jazzar Presentation - Lebanon
Structure forStructure for
funding grantsfunding grants
typestypes
38
Areas of
Foc...
Michel P. Jazzar Presentation - Lebanon
Slide 39
Rotary FoundationRotary Foundation DistrictDistrict GrantsGrants
Individu...
Michel P. Jazzar Presentation - Lebanon
Rotary Foundation FundingRotary Foundation Funding
Investment
Earnings
Investment
...
Michel P. Jazzar Presentation - Lebanon
Slide 41
Rotary FoundationRotary Foundation GlobalGlobal GrantsGrants
Impact
Globa...
Michel P. Jazzar Presentation - Lebanon
Strategic PartnershipsStrategic Partnerships
RI/Rotary Foundation
Foundation Areas...
Michel P. Jazzar Presentation - Lebanon
FoundationFoundation Areas of FocusAreas of Focus
43
•Peaceand conflict prevention...
Michel P. Jazzar Presentation - Lebanon
Funding
Michel P. Jazzar Presentation - Lebanon
Annual Programs Fund Contributions 2010 – 2011Annual Programs Fund Contributions 2...
Michel P. Jazzar Presentation - Lebanon
Endowment Fund EarningsEndowment Fund Earnings
The Trustees determine the spendabl...
Michel P. Jazzar Presentation - Lebanon
Annual Programs Fund Contributions 2010 – 2011Annual Programs Fund Contributions 2...
Michel P. Jazzar Presentation - Lebanon
Distributable Funds 2013 – 2014 Program Year:
Annual Programs Fund Contributions 2...
Michel P. Jazzar Presentation - Lebanon
Distributable FundsDistributable Funds
ANNUAL PROGRAMS FUND -
APF
50% 50%
District...
Michel P. Jazzar Presentation - Lebanon
SHARESHARE SystemSystem
Unused DDF rolls
forward for GGs
to the next year;
distric...
Michel P. Jazzar Presentation - Lebanon
Unused funds -Unused funds - DDFDDF
1. Any unused DDF from 2011-12 will be rolled
...
Michel P. Jazzar Presentation - Lebanon
Unused funds -Unused funds - ClubsClubs
Any unused funds will be returned to
TRF a...
Michel P. Jazzar Presentation - Lebanon
• District governor
• District governor-elect
• District Rotary Foundation
Committ...
Michel P. Jazzar Presentation - Lebanon
Michel P. Jazzar Presentation - Lebanon
55
TRF chart on District level
The Rotary Foundation
District Committees
 The Rot...
Michel P. Jazzar Presentation - Lebanon
TRF chart on Club levelTRF chart on Club level
-District Grants: GSE, Scholarships...
Michel P. Jazzar Presentation - Lebanon
Discontinued:Discontinued:
• Group Study ExchangeGroup Study Exchange
• Grants for...
Michel P. Jazzar Presentation - Lebanon
New:New:
Global GrantsGlobal Grants [online application]
• Minimum Grant ……………...$...
Michel P. Jazzar Presentation - Lebanon
New:New:
Global GrantsGlobal Grants
• Minimum Grant ……………...$15,000Minimum Grant …...
Michel P. Jazzar Presentation - Lebanon
Global Grant FundingGlobal Grant Funding
1. Club/s generated contribution 10,000
2...
Michel P. Jazzar Presentation - Lebanon
61
Global grants are funded by The Rotary
Foundation from the World Fund, and awar...
Michel P. Jazzar Presentation - Lebanon
Grant Type - Rotary FoundationGrant Type - Rotary Foundation GlobalGlobal Grant***...
Michel P. Jazzar Presentation - Lebanon
Grant Type - Rotary Foundation Global Grant***Grant Type - Rotary Foundation Globa...
Michel P. Jazzar Presentation - Lebanon
Grant Type - Rotary Foundation Global Grant***Grant Type - Rotary Foundation Globa...
Michel P. Jazzar Presentation - Lebanon
TRF Funding
(Match 50% for cash
100% for DDF)
Slide 65
Club &
District
Funding
(ca...
Michel P. Jazzar Presentation - Lebanon
New:New:
Packaged GrantsPackaged Grants
• Partner Organizations Selected By TRFPar...
Michel P. Jazzar Presentation - Lebanon
TRF Funding
(100% World Fund)
Slide 67
Total project
funding for
Packaged
Grant
Gr...
Michel P. Jazzar Presentation - Lebanon
Rotary Partnerships: GlobalRotary Partnerships: Global
68
Michel P. Jazzar Presentation - Lebanon
Different types of Rotary partners for:
Rotary International and
The Rotary Founda...
Michel P. Jazzar Presentation - Lebanon
Types of Rotary PartnershipsTypes of Rotary Partnerships
1. Corporate Project :Pol...
Michel P. Jazzar Presentation - Lebanon
Strategic partners
Aga Khan University
UNESCO-IHE
Mercy ships
Corporate Project Po...
Michel P. Jazzar Presentation - Lebanon
72
7 Universities [6 Rotary Peace Centers]7 Universities [6 Rotary Peace Centers]
...
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73
Shelterbox
Global Food Banking Network
YSA Youth Service of America ~ INJAZ
Leb...
Michel P. Jazzar Presentation - Lebanon
74
Shelterbox
Project partners [Clubs and Districts]
Service partners
Dolly Parton...
Michel P. Jazzar Presentation - Lebanon
International Strategic partners
Aga Khan University
UNESCO-IHE
Mercy ships
Polio ...
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76
International Strategic partners
Aga Khan University
UNESCO-IHE
Mercy ships ?
Michel P. Jazzar Presentation - Lebanon
EDUCATING THE WORLD’S
FUTURE WATER LEADERS
Michel P. Jazzar Presentation - Lebanon
Rotary and UNESCO-IHE have teamed up to tackle the world’s water and
sanitation cr...
Michel P. Jazzar Presentation - Lebanon
PACKAGED GRANTSPACKAGED GRANTS
Through the partnership, the Foundation will offer ...
Michel P. Jazzar Presentation - Lebanon
New:New:
District GrantsDistrict Grants
Local or International ProjectsLocal or In...
Michel P. Jazzar Presentation - Lebanon
50% of Perm.
Fund Share
earnings
Slide 81
50% of new
DDF from
three years
previous...
Michel P. Jazzar Presentation - Lebanon
82
>1st
July 2013
Michel P. Jazzar Presentation - Lebanon
TRF’s Current & New ModelTRF’s Current & New Model
PolioPlus and Rotary Peace Cent...
Michel P. Jazzar Presentation - Lebanon
Grants’ namesGrants’ names
District Grants Global Grants
84
to enable Rotarians to...
Michel P. Jazzar Presentation - Lebanon
Lebanon RCs 2011Lebanon RCs 201120132013
Water & Sanitation
Provide safe tanks f...
Michel P. Jazzar Presentation - Lebanon
Lebanon RCs 2011Lebanon RCs 201120132013
Water & Sanitation Economic & Community...
Michel P. Jazzar Presentation - Lebanon
Lebanon RCs 2013 and beyondLebanon RCs 2013 and beyond
87
Michel P. Jazzar Presentation - Lebanon
GRANT APPLICATION PROCESSGRANT APPLICATION PROCESS
DISTRICT GRANTS
follow a two-ye...
Michel P. Jazzar Presentation - Lebanon
Be vigilant on:Be vigilant on:
Reporting
-Other slides
Retention
-Have 3 main
sect...
Michel P. Jazzar Presentation - Lebanon
Retention?Retention?
• Retain docs for a minimum of five years
• Have 3 main secti...
Michel P. Jazzar Presentation - Lebanon
GoogleGoogle
91
Michel P. Jazzar Presentation - Lebanon
92
http://docs.google.comhttp://docs.google.com
Michel P. Jazzar Presentation - Lebanon
ReportingReporting
Global Grant Reports District Grant Reports
93
Qualification re...
Michel P. Jazzar Presentation - Lebanon
Global Grant ReportsGlobal Grant Reports
Report to TRF; copy to the District
Doc...
Michel P. Jazzar Presentation - Lebanon
District Grant ReportsDistrict Grant Reports
Progress reports
• Within 12 months ...
Michel P. Jazzar Presentation - Lebanon
ReportingReporting
Inappropriate Behavior & Sexual Harassment
Michel P. Jazzar Presentation - Lebanon
ExamplesExamples
Inappropriate Behavior
• Abuse of alcohol and drugs
• Endangering...
Michel P. Jazzar Presentation - Lebanon
VVocationalocational TTrainingraining TTeam (eam (VTTVTT) is) is
A group of profes...
Michel P. Jazzar Presentation - Lebanon
Benefits of VTTsBenefits of VTTs
• Offering participants the opportunity to use
th...
Michel P. Jazzar Presentation - Lebanon
District Grant VTTsDistrict Grant VTTs
• Requirements: support TRF mission
• Team ...
Michel P. Jazzar Presentation - Lebanon
Finding an International PartnerFinding an International Partner
-Foundation staff...
Michel P. Jazzar Presentation - Lebanon
Global Grant VTTsGlobal Grant VTTs
• Requirements: Areas of focus
• Team compositi...
Michel P. Jazzar Presentation - Lebanon
Packaged Grant VTTsPackaged Grant VTTs
• Requirements:
• Team composition: Similar...
Michel P. Jazzar Presentation - Lebanon
VVocationalocational TTrainingraining TTeams -eams - VTTVTT
104
http://www.frankde...
Michel P. Jazzar Presentation - Lebanon
SCHOLARSHIPSSCHOLARSHIPS
Club & District
• NO RESTRICTIONS ON THE
LEVEL (SECONDARY...
Michel P. Jazzar Presentation - Lebanon
AMBASSADORIAL SCHOLARSHIPSAMBASSADORIAL SCHOLARSHIPS V/SV/S
DISTRICT AND GLOBAL GR...
Michel P. Jazzar Presentation - Lebanon
MicrocreditMicrocredit
1. Clubs and districts that wish to use global grant funds ...
Michel P. Jazzar Presentation - Lebanon
How to submit for a microcredit?How to submit for a microcredit?
Global
Grants
app...
Michel P. Jazzar Presentation - Lebanon
 PolioPlusPolioPlus
 Rotary Centres for International StudiesRotary Centres for ...
Michel P. Jazzar Presentation - Lebanon
PolioPlusPolioPlus
Program Campaign
Polio eradication is Rotary’s top priority.
Michel P. Jazzar Presentation - Lebanon
111
Michel P. Jazzar Presentation - Lebanon
Rotary Peace CentersRotary Peace Centers
Michel P. Jazzar Presentation - Lebanon
Rotary Peace CentersRotary Peace Centers
Master’s Degree
or
Professional
Developme...
Michel P. Jazzar Presentation - Lebanon
Peace CentersPeace Centers
Remains mainly the
same except that
Districts can endor...
Michel P. Jazzar Presentation - Lebanon
RPC Rotarians’ supportRPC Rotarians’ support
− Seeking out and endorsing qualified...
Michel P. Jazzar Presentation - Lebanon
Funding provided to Rotary World Peace FellowsFunding provided to Rotary World Pea...
Michel P. Jazzar Presentation - Lebanon
117
Conflict of InterestConflict of Interest
• Exists when a Rotarian benefits fin...
Michel P. Jazzar Presentation - Lebanon
QualificationQualification
District
Should be
qualified
before
Clubs
Club
1. Atten...
Michel P. Jazzar Presentation - Lebanon
Q
ZONE
……….
DISTRICT
……….
ROTAR
Y
CLUB
PROJECT
GRANT
DDF
RI
TRF
MOU
Q
Michel P. Jazzar Presentation - Lebanon
Q
Online
DISTRICT
2452
PROJECT
SPONSORS
ROTAR
Y
CLUB
TRF
WORLD
FUND
MOU
Q
DDF
MOU
...
Michel P. Jazzar Presentation - Lebanon
Rotary Club ….. project
ROTARY
CLUB
100 $
100 $
ROTARY
CLUB
100 $
ROTARY
CLUB
100 ...
Michel P. Jazzar Presentation - Lebanon
ResourcesResources
• District RF Committee: Chair + subcommittees
• www.rotary.org...
Michel P. Jazzar Presentation - Lebanon
Staff contactsStaff contacts
• James Robinson – Division Manager
for Future Vision...
Michel P. Jazzar Presentation - Lebanon
Ressources - PublicationsRessources - Publications
1. General TRF resources
2. Dis...
Michel P. Jazzar Presentation - Lebanon
RI website Links*RI website Links*
• http://www.rotary.org/en/Members/RunningADist...
Michel P. Jazzar Presentation - Lebanon
Preparing for 2013-14Preparing for 2013-14
• Start planning for grant management
t...
Michel P. Jazzar Presentation - Lebanon
Resume: 7iResume: 7i
1. In need: The project is a community need
2. Involvement: R...
Michel P. Jazzar Presentation - Lebanon
All steps to fulfill for a RF grantAll steps to fulfill for a RF grant
• Club qual...
Michel P. Jazzar Presentation - Lebanon
All steps to fulfill for a District grantAll steps to fulfill for a District grant...
Michel P. Jazzar Presentation - Lebanon
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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, Districts, TRF Seminars, Grants Management Seminar, Zone levels

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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 :)
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • 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
       Reply 
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TRFGrants New Model-Comprehensive Presentation- By Michel Jazzar

  1. 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. 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. 3. Michel P. Jazzar Presentation - Lebanon Requests and TestimonialsRequests and Testimonials 3
  4. 4. Michel P. Jazzar Presentation - Lebanon PresentationPresentation seen by + 1300 viewersseen by + 1300 viewers 4
  5. 5. Michel P. Jazzar Presentation - Lebanon 5 This presentation was delivered at DGN Training Seminar – Rotary Institute 2011 Calcutta - India
  6. 6. Michel P. Jazzar Presentation - Lebanon 6 This presentation was delivered at TRF Training Seminar – Kenya
  7. 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. 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. 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. 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. 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. 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. 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. 14. Michel P. Jazzar Presentation - Lebanon The Rotary FoundationThe Rotary Foundation new grants >1new grants >1stst July 2013July 2013
  15. 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. 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. 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. 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. 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. 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. 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. 22. Michel P. Jazzar Presentation - Lebanon 22 2007
  23. 23. Michel P. Jazzar Presentation - Lebanon 23 2007
  24. 24. Michel P. Jazzar Presentation - Lebanon 24
  25. 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. 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. 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. 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. 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. 30. Michel P. Jazzar Presentation - Lebanon TRF New GoalsTRF New Goals • Member education • Fundraising • Grants • PolioPlus • Rotary Peace Centers
  31. 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. 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. 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. 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. 35. Michel P. Jazzar Presentation - Lebanon TRF Grants TypesTRF Grants Types District Grants Global Grants Packaged Grants PolioPlus Rotary Peace Centers
  36. 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. 37. Michel P. Jazzar Presentation - Lebanon Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types 37 Areas of Focus TRF Mission
  38. 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. 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. 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. 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. 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. 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. 44. Michel P. Jazzar Presentation - Lebanon Funding
  45. 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. 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. 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. 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. 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. 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. 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. 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. 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. 54. Michel P. Jazzar Presentation - Lebanon
  55. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 68. Michel P. Jazzar Presentation - Lebanon Rotary Partnerships: GlobalRotary Partnerships: Global 68
  69. 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. 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. 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. 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. 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. 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. 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. 76. Michel P. Jazzar Presentation - Lebanon 76 International Strategic partners Aga Khan University UNESCO-IHE Mercy ships ?
  77. 77. Michel P. Jazzar Presentation - Lebanon EDUCATING THE WORLD’S FUTURE WATER LEADERS
  78. 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. 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. 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. 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. 82. Michel P. Jazzar Presentation - Lebanon 82 >1st July 2013
  83. 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. 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. 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. 86. Michel P. Jazzar Presentation - Lebanon Lebanon RCs 2011Lebanon RCs 201120132013 Water & Sanitation Economic & Community Development 86
  87. 87. Michel P. Jazzar Presentation - Lebanon Lebanon RCs 2013 and beyondLebanon RCs 2013 and beyond 87
  88. 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. 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. 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. 91. Michel P. Jazzar Presentation - Lebanon GoogleGoogle 91
  92. 92. Michel P. Jazzar Presentation - Lebanon 92 http://docs.google.comhttp://docs.google.com
  93. 93. Michel P. Jazzar Presentation - Lebanon ReportingReporting Global Grant Reports District Grant Reports 93 Qualification requirements
  94. 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. 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. 96. Michel P. Jazzar Presentation - Lebanon ReportingReporting Inappropriate Behavior & Sexual Harassment
  97. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 110. Michel P. Jazzar Presentation - Lebanon PolioPlusPolioPlus Program Campaign Polio eradication is Rotary’s top priority.
  111. 111. Michel P. Jazzar Presentation - Lebanon 111
  112. 112. Michel P. Jazzar Presentation - Lebanon Rotary Peace CentersRotary Peace Centers
  113. 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. 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. 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. 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. 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. 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. 119. Michel P. Jazzar Presentation - Lebanon Q ZONE ………. DISTRICT ………. ROTAR Y CLUB PROJECT GRANT DDF RI TRF MOU Q
  120. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 130. Michel P. Jazzar Presentation - Lebanon

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