Presentation at D 3170 Pre-Pets


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Foundation Stewardship and how to apply for Packaged Grants and identify your partners

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Presentation at D 3170 Pre-Pets

  1. 1. Getting Ready for the FuturePRE PETS & SETS 2013-14 Foundation Stewardship How to apply for Packaged Grants and Identify your partners
  2. 2. Why Future Vision ?“Rotarians have long been doing service in support ofpeace, health, education, and the alleviation of povertyto further the mission of The Rotary Foundation.The Future Vision Plan further focuses these efforts in afew key areas of demonstrated Rotarian interest tocreate more opportunities to collaborate withother organizations and achieve greater worldwideexposure for the work of Rotarians and theirFoundation.”Luis Vicente GiayFuture Vision Committee Chair
  3. 3. Rotary FoundationStewardship & Reporting
  4. 4. Stewardship• Treating TRF funds as a sacred trust• Competent and thorough supervision of the project• Standard business practice• Reporting irregularity to TRF• Implementing projects as approved
  5. 5. Unlearn• ,
  6. 6. Stewardship and reporting• The Rotary Foundation Board of Trustees recognizes that the funds received from Rotarians around the world are voluntary contributions reflecting hard work and dedicated support.• As stewards of these funds, the Trustees stress the importance of stewardship and proper financial management, in any activities associated with Foundation programs.• An essential component of stewardship is the preparation and submission of timely and accurate grant reports.
  7. 7. Reporting requirements• The Trustees require that club and district grant sponsors submit progress reports to the Foundation every 12 months for the life of the grant and final reports within two months of the project’s completion.• Yearly progress and final reports must be submitted through Future Vision website, accessed through Member Access.
  8. 8. Reporting Cycle• Foundation grants are considered up-to-date with reporting if it has been less than 12 months since the last report was accepted or the last payment was made.• Clubs and districts can receive new grants as long as they are up-to-date on reporting for grants they have previously sponsored.
  9. 9. Risks of non-Reporting• If more than 30 months have elapsed since the grant was paid or the last yearly report was submitted, a third reminder letter informs the sponors that if they do not submit a report within 30 days, the sponsor clubs may be recommended for termination to the RI Board of Directors.• This is applicable to both Host and International partner Clubs.
  10. 10. Reporting analysis• The reporting analysis tracks each district’s compliance with reporting requirements for Rotary Foundation grant projects and is conducted in July, October, January, and April.• If a district is below 70 percent in all four reporting analyses in one Rotary year and has more than one grant overdue in each of those analyses, it will be subject to suspension from Foundation grant programs.• Currently our District is 98% Compliant.
  11. 11. Integrity• The trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given.• A donor who understands that funds were used in an appropriate and responsible manner is more likely to give to the Foundation again to support projects.
  12. 12. TRF - Future VisionPackaged Global Grants
  13. 13. Packaged Grants• Packaged global grants provide opportunities for Rotary to work with The Rotary Foundation’s strategic partners on predesigned projects and activities funded entirely by the World Fund.• These projects and activities support the areas of focus and can include scholarships, humanitarian projects, and vocational training.
  14. 14. Benefit of Packaged Grants• These projects and activities support the areas of focus and can include scholarships, humanitarian projects, and vocational training.• Strategic Partners arranged by TRF• Planned by Rotarians• Encourage involvement by smaller clubs• No cost to clubs
  15. 15. Ready PartnersBecause the initial work of finding a strategicpartner and designing the general framework ofthe project has already been done, Rotarians canfocus their talents and energies on implementingthe project. Participation could include:• Assessing community needs and identifying project beneficiaries• Providing technical expertise, direct service, or advocacy• Promoting and publicizing the project• Monitoring and evaluating the project
  16. 16. Fully Funded• The requirements for international partnership between project sponsors vary, depending on the projects needs and objectives. These grants will be implemented by Rotarians in conjunction with the Foundations strategic partners and will be fully funded by the World Fund and the strategic partners.• Because this type of grant is new, the Foundation is starting with a few of them and will steadily increase the number of grants over the course of time in order to establish a well-rounded portfolio of opportunities.
  17. 17. Strategic Partners• Aga Khan University (Currently only for Kenya, Tanzania, Uganda)• Mercy Ships (Currently only for Togo, Guinea)• Oikocredit (India, Uruguay, the Philippines)• UNESCO-IHE (For all Districts)• More will be added soon
  18. 18. Oikocredit• Okocredit, the world’s largest private provider of financing to microfinance institutions, lends funds to microfinance institutions (MFIs) all over the world. In turn, the MFIs make loans to entrepreneurs, with a special emphasis on rural communities and women.• This packaged global grant, developed in conjunction with Oikocredit.
  19. 19. Developing local entrepreneurs• Rotarians collaborate with microfinance institutions in their own communities to develop and carry out targeted training programs that increase the impact of microcredit lending.• Area of focus: Economic and community development• Project countries: India, Uruguay, the Philippines• Award amount: US$20,000-$50,000
  20. 20. How to Apply1. Review the MFI profiles, including the project sponsor expectations, and the terms and conditions.2. Select an MFI and submit a proposal.3. If the proposal is accepted, the MFI status will be marked “Application in Progress.” Sponsoring Rotarians will be put into contact with the MFI staff, and an application will be emailed to the primary contact.4. Work with the MFI to complete a needs assessment, project implementation plan, and budget, all of which will be detailed in the application.5. Upload the application to the Future Vision site in Member Access.
  21. 21. The Proposal• Name of approved microfinance institute with which you seek to work• Describe why your club is interested in working with this microfinance institute.• Describe any previous experience your club has working with microfinance projects.• Describe what skills your club can offer that will support the MFI’s strategic plan or organizational goals.• Provide the approximate travel time from your club to the communities served by the MFI. Given this distance, confirm that your club members will be able to meet the project’s on-site time commitment.
  22. 22. Expectations• Rotarians will work with the MFI to conduct a needs assessment based on direct contact with potential beneficiaries/borrowers.• Each month, Rotarians will attend at least one in-person meeting with MFI staff and interact directly with beneficiaries during all phases of the project.• Rotarians will take an active role in designing and developing a project to meet identified needs and in preparing training materials. In addition, they should be able to attend, implement, or support the training events in person.• Rotarians will monitor, measure, and evaluate project outcomes. Pre- and post-training tests to measure the participants’ increase in knowledge are required.• In the post-project phase, Rotarians will give at least one formal project presentation to their Rotary network
  23. 23. Selection Process• Proposals will be reviewed on a first-come, first- served basis.• While an application is in progress, the opportunity to work with that particular MFI will be placed on hold and no further proposals will be considered at that time.• Once an application has been approved, TRF will email notification to the sponsor club/district. The MFI profile status will change to “No Longer Available.”
  24. 24. UNESCO-IHE• UNESCO-IHE Institute for Water Education is the largest postgraduate water education institution in the world and the only institution in the United Nations system authorized to confer accredited Master of Science degrees. The strategic partnership between The Rotary Foundation and UNESCO-IHE aims to tackle the worlds water and sanitation crisis by increasing the number of trained professionals to devise, plan, and implement solutions in developing and emerging countries.• Through this partnership, scholarships will be awarded to graduate students at UNESCO-IHEs Delft campus in the Netherlands.
  25. 25. Scholarship for Water and Sanitation Professionals• The following packaged grant has been developed to promote long-term productive relationships between Rotarians and highly skilled water and sanitation professionals in their communities. This grant will be available to all Rotary districts for academic year 13-14• The Rotary Foundation will provide Rotary clubs and districts eight grants annually to sponsor scholarships for graduate students in one of three MSc degree programs at UNESCO-IHE in Delft, The Netherlands.• Award amount: €25,000 paid directly to UNESCO-IHE
  26. 26. How to Apply• The application for Scholarship for Water and Sanitation Professionals for the academic year 2013-14 is currently under development and will be available to Rotary club members through a new online system in January 2013.
  27. 27. Global GrantsIdentify your Partners
  28. 28. Partners• TRF will identify a number of Strategic partners for the packaged grants• DGE has attended RI Convention, Bangkok and will also be meeting his fellow classmates in January at the International Assembly (San Diego, USA)• DRFC (2013-16) will also be networking with his fellow DRFC’s at the International Assembly• PDG’s are another BIG resource with their connections• DGSC can also help in identifying potential partners
  29. 29. ProjectLINK• Connect with partners to serve communities worldwide• ProjectLINK is a searchable database that lists Rotary club and district community service projects in need of funding, volunteers, donated goods, and/or partners for a Rotary Foundation Matching Grant.•
  30. 30. Make connections• Rotary Friendship Exchange• Rotary Fellowships & Action Groups• Project Fairs/websites• Group Study Exchange• Twin clubs / Sister Club agreements• RI Conventions• Visiting International Rotarians
  31. 31. Every one is a potential partner You just need to shake hands with them !
  32. 32. Thank YouKeep on DOING GOOD IN THE WORLD