TRFGrants New Model-Comprehensive Presentation- By Michel Jazzar

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

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

Requests and TestimonialsRequests and Testimonials
3

PresentationPresentation
seen by + 1300 viewersseen by + 1300 viewers
4

5
This presentation was delivered at
DGN Training Seminar – Rotary Institute 2011
Calcutta - India

6
This presentation was delivered at
TRF Training Seminar – Kenya

Speaking pointsSpeaking points
• Prepare club members to participate
in TRF > 1st
July 2013.
• Provide an overview TRF Grants,
PolioPlus and Peace fellowships.
7

8
1. We will discuss and clarify the differences between:
DISTRICT GRANTS AND GLOBAL GRANTS
***
AMBASSADORIAL SCHOLARSHIPS
AND
GLOBAL GRANT SCHOLARSHIPS
***
GROUP STUDY EXCHANGE - GSE
AND
VOCATIONAL TRAINING TEAM - VTT
***

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

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

TRF MottoTRF Motto
11
Doing Good in the WorldDoing Good in the World
The Rotary Foundation isThe Rotary Foundation is youryour FoundationFoundation

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

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

The Rotary FoundationThe Rotary Foundation
new grants >1new grants >1stst
July 2013July 2013

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.

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

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

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

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
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
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
2007

23
2007

24

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

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

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

Fundraising InitiativesFundraising Initiatives
2013-20142013-2014
28
30 June 2013
30 June 2013
30 June 2014
30 June 2014
Special Fundraising Events

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

TRF New GoalsTRF New Goals
• Member education
• Fundraising
• Grants
• PolioPlus
• Rotary Peace Centers

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

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

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

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

TRF Grants TypesTRF Grants Types
District Grants
Global Grants
Packaged Grants
PolioPlus
Rotary Peace Centers

Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types
36
Areas of
Focus
TRF
Mission
WF
Match to DDF/cash
World Fund
WF

Rotary Foundation Grants 3 TypesRotary Foundation Grants 3 Types
37
Areas of
Focus
TRF
Mission

Structure forStructure for
funding grantsfunding grants
typestypes
38
Areas of
Focus
TRF
Mission
World
Fund
WF
WF
Match to
DDF/cash

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

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

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]

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

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

Funding

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

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

$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

Distributable Funds 2013 – 2014 Program Year:
$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

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

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

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

Unused funds -Unused funds - ClubsClubs
Any unused funds will be returned to
TRF and credited to the World Fund.
52

• 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?

55
TRF chart on District level
The Rotary Foundation
District Committees
 The Rotary Foundation Committees
+ Grants Review
Committee

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

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 …………………….

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

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.

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
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.
*

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)

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

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

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

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

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

Rotary Partnerships: GlobalRotary Partnerships: Global
68

Different types of Rotary partners for:
Rotary International and
The Rotary Foundation
69
Rotary's work with otherRotary's work with other
organizationsorganizations

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

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
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
Shelterbox
Global Food Banking Network
YSA Youth Service of America ~ INJAZ
Lebanon
Shelterbox
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
Shelterbox
Project partners [Clubs and Districts]
Service partners
Dolly Parton's Imagination Library
Goodwill Industries International
International Reading Association- IRA
YSA Youth Service of America ~ INJAZ 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
International Strategic partners
Aga Khan University
UNESCO-IHE
Mercy ships ?

EDUCATING THE WORLD’S
FUTURE WATER LEADERS

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

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

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

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
>1st
July 2013

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

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

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

Lebanon RCs 2011Lebanon RCs 201120132013
Water & Sanitation Economic & Community Development
86

Lebanon RCs 2013 and beyondLebanon RCs 2013 and beyond
87

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
?

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

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?

GoogleGoogle
91

92
http://docs.google.comhttp://docs.google.com

ReportingReporting
Global Grant Reports District Grant Reports
93
Qualification requirements

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

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?

ReportingReporting
Inappropriate Behavior & Sexual Harassment

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

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

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

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

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

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

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

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.

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

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

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

How to submit for a microcredit?How to submit for a microcredit?
Global
Grants
application
108
Microcredit
supplement
form
+
Application filled online

 PolioPlusPolioPlus
 Rotary Centres for International StudiesRotary Centres for International Studies
(Peace Scholars)(Peace Scholars)
TRF new Grants model
What’s NOT Changed …………………….

PolioPlusPolioPlus
Program Campaign
Polio eradication is Rotary’s top priority.

111

Rotary Peace CentersRotary Peace Centers

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

Peace CentersPeace Centers
Remains mainly the
same except that
Districts can endorse
as many qualified
applicants as available

RPC Rotarians’ supportRPC Rotarians’ support
− Seeking out and endorsing qualified
candidates to fellowships
− Identifying Major Donors
− Inviting Rotary Peace Centers alumni
115

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
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)

QualificationQualification
District
Should be
qualified
before
Clubs
Club
1. Attend a GMS
2. Submit signed club
MOU
3. +Additional district
requirements
118

Q
ZONE
……….
DISTRICT
……….
ROTAR
Y
CLUB
PROJECT
GRANT
DDF
RI
TRF
MOU
Q

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

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

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

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

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

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

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]

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

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

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

TRFGrants New Model-Comprehensive Presentation- By Michel Jazzar

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