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.
The Rotary Foundation Cadre of Technical Advisers is a group of volunteer Rotarians who provide technical expertise and advice to Rotarians planning and implementing Rotary grant projects around the world. During this interactive session, attendees will learn the important role cadre members play within the Foundation, take away tips on how to develop strong grant projects, and ensure the proper stewardship of Foundation funds.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
The Rotary Foundation Cadre of Technical Advisers is a group of volunteer Rotarians who provide technical expertise and advice to Rotarians planning and implementing Rotary grant projects around the world. During this interactive session, attendees will learn the important role cadre members play within the Foundation, take away tips on how to develop strong grant projects, and ensure the proper stewardship of Foundation funds.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
Resourceful mobilizing for resource mobilizationIFPRI-PIM
This presentation was given by Frank Place (IFPRI), as part of the Capacity Development Workshop hosted by the CGIAR Collaborative Platform for Gender Research. The event took place on 7-8 December 2017 in Amsterdam, the Netherlands, where the Platform is hosted (by KIT Royal Tropical Institute).
Read more: http://gender.cgiar.org/gender_events/annual-scientific-conference-capacity-development-workshop-cgiar-collaborative-platform-gender-research/
During this session we will:
*Review importance of monitoring and evaluation
*Share overview of grant model evaluation plan
*Review methodologies used in previous evaluations
*Share plans for future evaluation methodologies
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
Rotarians are leaders. Yes.
However what are the specific roles of leaders of Rotary Clubs?
This is a presentation I gave to my club, Sunyani-Central on the subject.
Presentation and live webinar hosted by California Community Foundation for donors interested in assisting their favorite nonprofits in capacity building.
You can also view the webinar at our YouTube page www.youtube.com/CalfundTV!
Review the process for planning a grant, applying for a grant and implementing a grant.
Mandatory attendance if your club has submitted a District Grant application or plans on submitting a Global Grant application for the 2016-2017 Rotary year.
Associate and corporate memberships, passport, satellite, and hybrid clubs — these are just some of the innovative, flexible models that clubs have used recently. Can your club benefit from them too? Our panelists will share highlights and challenges from the process, and provide resources to help make your meetings interactive and engaging.
View the recording: https://vimeo.com/123234534 This webinar focuses on member engagement as a path to member retention. Clubs that keep existing and new members involved in club leadership, decisions and activities are much more likely to have members that feel connected to the club and as a result, have higher retention rates.
The elements of building a successful fundraising strategy
*Fundraising in context
*New Zealand's individual giving market
* Strategy options
* Critical success factors
District 5170 (California, USA) is home to over 6,500
Interactors in more than 115 private and public schools,
who learn Service Above Self through international and
community service projects. They raise approximately
$100,000 yearly and complete over 132,000 hours
of community service. Interactors will explain how
leadership, ethics, and service work together to promote
international action, and you’ll learn the secret to district
5170’s widespread success.
Moderator: Oliver Borg, District 5170 Interact Lieutenant
Governor, Interact Club of Santa Cruz High School,
California, USA
The benefits of volunteering discussed in a workshop led by Phil Brown, East Midlands Regional Officer for the British Science Association in April 2010 at the University of Derby
What if a project could be completed by the end of your next
club meeting? Learn how to design innovative activities that
are cost effective, time restrained, and beneficial to your
community. Harness your creativity and start thinking about
potential mini-projects that will engage your members and
leave them with a real sense of accomplishment at the end of
your meeting.
Fundraising for The Rotary Foundation can be fun and
inspiring, and come with personal benefits. Interested?
Join us to explore strategies for engaging members, creating
innovative campaigns, recognizing and connecting with
potential donors, and effectively sharing our story: Rotarians
and The Rotary Foundation are Doing Good in the World.
Resourceful mobilizing for resource mobilizationIFPRI-PIM
This presentation was given by Frank Place (IFPRI), as part of the Capacity Development Workshop hosted by the CGIAR Collaborative Platform for Gender Research. The event took place on 7-8 December 2017 in Amsterdam, the Netherlands, where the Platform is hosted (by KIT Royal Tropical Institute).
Read more: http://gender.cgiar.org/gender_events/annual-scientific-conference-capacity-development-workshop-cgiar-collaborative-platform-gender-research/
During this session we will:
*Review importance of monitoring and evaluation
*Share overview of grant model evaluation plan
*Review methodologies used in previous evaluations
*Share plans for future evaluation methodologies
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
Rotarians are leaders. Yes.
However what are the specific roles of leaders of Rotary Clubs?
This is a presentation I gave to my club, Sunyani-Central on the subject.
Presentation and live webinar hosted by California Community Foundation for donors interested in assisting their favorite nonprofits in capacity building.
You can also view the webinar at our YouTube page www.youtube.com/CalfundTV!
Review the process for planning a grant, applying for a grant and implementing a grant.
Mandatory attendance if your club has submitted a District Grant application or plans on submitting a Global Grant application for the 2016-2017 Rotary year.
Associate and corporate memberships, passport, satellite, and hybrid clubs — these are just some of the innovative, flexible models that clubs have used recently. Can your club benefit from them too? Our panelists will share highlights and challenges from the process, and provide resources to help make your meetings interactive and engaging.
View the recording: https://vimeo.com/123234534 This webinar focuses on member engagement as a path to member retention. Clubs that keep existing and new members involved in club leadership, decisions and activities are much more likely to have members that feel connected to the club and as a result, have higher retention rates.
The elements of building a successful fundraising strategy
*Fundraising in context
*New Zealand's individual giving market
* Strategy options
* Critical success factors
District 5170 (California, USA) is home to over 6,500
Interactors in more than 115 private and public schools,
who learn Service Above Self through international and
community service projects. They raise approximately
$100,000 yearly and complete over 132,000 hours
of community service. Interactors will explain how
leadership, ethics, and service work together to promote
international action, and you’ll learn the secret to district
5170’s widespread success.
Moderator: Oliver Borg, District 5170 Interact Lieutenant
Governor, Interact Club of Santa Cruz High School,
California, USA
The benefits of volunteering discussed in a workshop led by Phil Brown, East Midlands Regional Officer for the British Science Association in April 2010 at the University of Derby
What if a project could be completed by the end of your next
club meeting? Learn how to design innovative activities that
are cost effective, time restrained, and beneficial to your
community. Harness your creativity and start thinking about
potential mini-projects that will engage your members and
leave them with a real sense of accomplishment at the end of
your meeting.
Fundraising for The Rotary Foundation can be fun and
inspiring, and come with personal benefits. Interested?
Join us to explore strategies for engaging members, creating
innovative campaigns, recognizing and connecting with
potential donors, and effectively sharing our story: Rotarians
and The Rotary Foundation are Doing Good in the World.
Get insight into key messaging and new public image resources available to support your efforts to increase awareness of Rotary in your community. Learn how to adapt the People of Action campaign so it resonates locally, and how to use the new materials to support your club's strategic priorities.
Organizational success depends on many factors, including choice of the right candidates. To achieve the highest quality, you must start with proper selection of not only students, but host families, club and district YEOs and committee members, and counselors. We will discuss the selection process holistically: its overall importance, timelines, and all of the people involved.
Establishing and Maintaining a Successful Paul Harris SocietyRotary International
The Paul Harris Society recognizes Rotary members and
friends of The Rotary Foundation who contribute $1,000
or more each year to the Annual Fund, PolioPlus Fund, or
approved global grants. Learn how you can help achieve the
Foundation’s goal of establishing a Paul Harris Society in
each district, or work to maintain those that already exist.
If you have some experience with global grants and a firm
grasp on the basics, this session is for you. Learn how to
take the next steps toward developing a quality global grant
project, including conducting needs assessments and
making sure your project aligns with the areas of focus goals.
Zika and Dengue: Creating Partnerships to Interrupt Transmission (Honein)Rotary International
Zika, a mosquito-borne virus, can be passed from a pregnant
woman to her fetus, potentially causing microcephaly and
other devastating defects. Environmental factors may
contribute to the spread of the viruses that cause Zika,
dengue, and other tropical diseases, as a changing climate
may allow their mosquito carriers to flourish. Though
no vaccines exist for Zika or dengue, Rotary clubs can
implement service projects to provide education, clean up
mosquito habitats, promote prevention, and implement
an exciting new method to interrupt mosquitoes’ ability to
transmit these viruses.
Since the first contribution of $26.50, our Endowment
Fund has grown to more than $350 million in net assets
and $770 million in promises of future gifts. Learn how the
endowment continues to grow, how it is invested, how it
supports grants, and how we are working to strengthen its
impact over the Foundation’s second century of service.
Creating your personal legacy within the endowment
is covered in two complementary sessions: “Rotary’s
Tomorrow Depends on What We Do Today” and “Enhance
Your Rotary Legacy with U.S. Tax-Wise Gift Options.”
What’s your path to success? Join your fellow presidentselect and Rotary leaders as we exchange experiences and
ideas to help accelerate clubs toward a successful year. Scale
up to greatness as we share a common vision and motivation
for the coming year and beyond.
From attracting more women and young leaders to reengaging inactive members, this Spanish-language session
will explore eight unique ways to strengthen your club.
Over 500 districts are certified to host Youth Exchange programs throughout the world, which provides a lot of opportunities and experiences for our students. Let's learn how we can expand our networks by engaging new Rotary clubs in our districts.
How does club and district planning drive membership
growth? Hear about actual Rotary club experiences from
panelists, along with metrics to illustrate how planning
increases retention, attracts new members, and boosts our
impact on the world.
Intended for district leaders who are responsible for organizing
grant management seminars, this session will provide tips for
organizing and running a successful event in person or online.
Do you have a club website or app to keep your members
connected and up to date? Does your club manage member
and officer updates online? Over 14,000 clubs are already
integrated directly with Rotary International’s membership
database using tools provided by our licensed vendors. These
club management systems help you keep your membership
and club officer information up to date, connecting it to RI
in real time. They also provide easy-to-use templates for
your club’s website and tools to facilitate communication
among members. Come meet some of our vendors, see the
possibilities, and let us help you get started.
Every year, Rotary conducts over 40 research studies. Many
Rotarians answer surveys but rarely find out the final results.
Hear highlights from some of Rotary’s most important and
interesting studies, and learn about the impact research is
making on our organization.
The service continuum goes from nice to important to
essential. Too often clubs do nice projects because they
haven’t developed effective criteria for determining what
they should do. This interactive session will demonstrate the
process of reviewing current and potential service projects,
identifying criteria, and prioritizing them. You can use
this procedure on committees, at board meetings, or with
the club as a whole. Get ready for serious conversations on
practical matters and ethical issues, with some great tools
for discussion and engagement.
Let New Generations Service Exchange enhance young adults professional skill, enrich foreign cultural experiences and more. This session will feature specific examples and best practices on how to find partner districts, recruit and prepare your team, and coordinate group activities.
Learn about recent updates to Rotary.org, and My Rotary,
what we’re working on now, and what’s in store for the future.
We’ll listen to your feedback, talk about our decision-making
process, share how we’re measuring success, and offer tips
for sharing your Rotary success stories with our team.
The Association for the Development of Pakistan (ADP) is a volunteer-driven, engaged venture philanthropy organization that works with promising nonprofits and funds carefully selected development projects across Pakistan.
This is our first board presentation and YTD update that we want to share with all our stakeholders.
http://developpakistan.org
Thinking About CSR in Practice: thoughts, tools and examplesWayne Dunn
Lecture delivered to the McGill Fasken Executive Program on Corporate Social Responsibility Strategy and Management, May 6-10, Cape Town South Africa. Professor Wayne Dunn, McGill University: Institute for the Study of International Development
Institute H: The Road to Becoming a Center of Excellence
Thursday, October 8, 9:00 am - 12:00 p.m., Executive C D
Lisa D'Adamo-Weinstein, Director, Academic Support
Northeast Center of SUNY Empire State College
Elaine Richardson, Retired Director, Academic Success Center
Clemson University
Laura Sanders, Assistant Dean, Student Success, College of Engineering
Valparaiso University
The purpose of the Centers of Excellence Designation Program is to:
promote professional standards of excellence for learning centers;
encourage centers to develop, maintain and assess quality programs and services to enhance student learning;
honor the history of established and unique learning centers; and
celebrate the outstanding achievements of centers that meet and exceed these standards.
This post-conference institute will walk participants through the rationale for the creation of the designation program;
review the criteria for evaluation and discuss the steps for completing an application. We will also share insights
gathered during the first two rounds of applications reviews to assist participants in developing a clear plan for how
they can best put together their own application
The improvement of performance in local government can further be enhanced by identifying skills development areas. Grant Thornton Learning Institute has embarked on a research to determine what factors impact the local government environment negatively and most common to local municipalities in various provinces in South Africa. The conclusion arrived at was that there is lack of consistency and maintenance of continuous improvement because of the high atrition rate causes by political influences. Secondly the failure to retain adequately trained staff has a negative impact to the economic growth and development.
Green Funds 2.0 Nitty Gritty Of Campus Sustainability Fund ManagementMieko Ozeki
prepared by Mieko Ozeki, Katherine Walsh (UC Berkeley), Kevin Ordean (Northern Arizona University), Lilith Wyatt (McGill University), Melody Hartke (North American University), and McKenzie Beverage (University of Illinois- Urbana Champaign) and presented at the AASHE 2012 Conference.
A campus sustainability fund (also called green fund) is money available to campus community members for sustainability projects. Money for the fund may be from student fees, administrative budgets, or alumni donations and funding may be allocated in the form of grants or loans. Currently, there are over 175 green/sustainability funds in North America run by 155 institutions. Our goal as session leaders is to educate our audience beyond the basics of sustainability funds, by adhering to an overall theme of “So you have established a sustainability fund, what next?” We will cover case studies from six well-established sustainability funds and address key differences and patterns in how these funds have evolved in their management and processes.
Topics covered include: 1) strategies for soliciting sustainability projects; 2) criteria for projects: what can and cannot be funded; 3) project implementation plans and long-term support of projects beyond initial funding; 4) sustainability fund staffing and committee structures; 5) advising project leaders; and 6) and quantifying and reporting the metrics of funded projects.
Session leaders will break the 60–minute session into three 20-minute sections: (1) project solicitation and developing selection criteria with committees and staff; (2) project implementation, advising project leaders, and reporting structures; and (3) long-term integration of the fund and projects with institutional goals and structures. Each 20-minute section will include presentation from the session leaders and Q&A with the audience. The opening question we plan to answer is “What are we trying to accomplish with these funds?” and the concluding question we plan to answer is “What are the broad educational impacts of sustainability funds?” Post session we intend to create a white paper on best practices of managing a sustainability funds that will include case studies. This workshop is part of a series and a follow-up to Green Funds 1.0: Getting a Fund Started.
Concept & Definition
Global Perspective on Self-Assessment
Significance of SA in Quality Assurance
Objectives of Self-Assessment Exercise
Principles of Self-Assessment
Program Self-Assessment
Community relations creating value for industry and communityWayne Dunn
Keynote presentation to the International Congress on Community Relations’ Global Forum in Lima, Peru, Aug. 2014. Discusses how community relations and CSR can create value for industry and community
To keep updated on postings and events go to www.csrtraininginstitute.com and sign up for the newsletter
Lisa D'Adamo-Weinstein
Director of Academic Support
Northeast Center of SUNY Empire State College
Elaine Richardson
Director, Academic Success Center, Retired
Clemson University
Laura Sanders
Assistant Dean, Student Success
College of Engineering
Valparaiso University
The purpose of the Centers of Excellence Designation Program is to: ••• honor the history of established and unique learning centers; and • celebrate the outstanding achievements of centers that meet and exceed these standards. This post-conference institute will walk participants through the rationale for the creation of the designation program; review the criteria for evaluation and the steps for application. We will address relevant theories and best practices in learning center management, encouraging participants to reflect on their own centers and what they they can do to measure up to excellence in the field of learning assistance and academic support.
promote professional standards of excellence for learning centers;
encourage centers to develop, maintain and assess quality programs and services to enhance student learning;
honor the history of established and unique learning centers; and
celebrate the outstanding achievements of centers that meet and exceed these standards.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Monitoring Health for the SDGs - Global Health Statistics 2024 - WHOChristina Parmionova
The 2024 World Health Statistics edition reviews more than 50 health-related indicators from the Sustainable Development Goals and WHO’s Thirteenth General Programme of Work. It also highlights the findings from the Global health estimates 2021, notably the impact of the COVID-19 pandemic on life expectancy and healthy life expectancy.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Presentation by Jared Jageler, David Adler, Noelia Duchovny, and Evan Herrnstadt, analysts in CBO’s Microeconomic Studies and Health Analysis Divisions, at the Association of Environmental and Resource Economists Summer Conference.
Preliminary findings _OECD field visits to ten regions in the TSI EU mining r...OECDregions
Preliminary findings from OECD field visits for the project: Enhancing EU Mining Regional Ecosystems to Support the Green Transition and Secure Mineral Raw Materials Supply.
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
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
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
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
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
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)
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
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
Rotary Events app,
available in your Apple or
Android app store.
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.