District Assembly Leaders Guide slides by dffhrtcv3

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									   Welcome to
 RI District 9790
District Assembly
 THE ROTARY
 FOUNDATION


                District XXXX Assembly
FACILITATORS

•   PDG Peter Gilbert
•   DG David Cooke
•   PP Alf Armstrong
•   Pres Phil Clancy




                        District XXXX Assembly
                    AGENDA
•   Overview of The Rotary Foundation
•   Roles & Responsibilities
•   Developing Goals
•   Programs of The Rotary Foundation
    – Polio Plus
    – Matching Grants
    – Disaster Recovery
• The Future Vision Plan
• Questions & Answers



                                    District XXXX Assembly
     SESSION 1:

     Overview of
The Rotary Foundation




                  District XXXX Assembly
        WHAT IS
THE ROTARY FOUNDATION?

A not-for-profit corporation that receives
contributions and distributes funds in support
of approved humanitarian and educational
programs that are implemented through
Rotary clubs and districts.




                                    District XXXX Assembly
     THE MISSION OF
   The Rotary Foundation

The mission of The Rotary Foundation is to
enable Rotarians to advance world
understanding, goodwill and peace through
the improvement of health, the support of
education and the alleviation of poverty




                                 District XXXX Assembly
               THE ROTARY FOUNDATION
 CASH                                                              CASH
  IN                                                               OUT

                                                                EDUCATIONAL
                                                               *Ambassadorial
                                                                 Scholarships
                        Administration
                                                               HUMANITARIAN
                                                   District       * District
                           Income                 Designated     Simplified
                                                    Fund           Grants
                                                     50%
             Annual
                         Investments     SHARE
            Programs                                           EDUCATIONAL
                            3 years      System
              Fund                                                  * GSE
                                                    World      *Ambassadorial
                                                    Fund        Scholarships
                                                    50%         * World Peace
                            Income                               Fellowships
Donations   Permanent
                                                               HUMANITARIAN
               Fund      Investments
                                                                 * Matching
                                                                   Grants



                                                                    Polio
              Polio                                              Eradication
              Plus
              Fund
  Session 2:
  Roles and
Responsibilities




               District XXXX Assembly
            Objectives
• Understand the role of the club’s
  Rotary Foundation committee

• Select appropriate committee
  members




                              District XXXX Assembly
       Responsibilities
• Develop committee goals that
  achieve club Foundation goals
• Educate club members about the
  Foundation
• Encourage club members to
  support the Foundation
• Communicate Foundation goals to
  club members

                           District XXXX Assembly
   Session 3:
Developing Goals




              District XXXX Assembly
            Objectives
• Develop long-range and annual
  goals

• Identify resources that will support
  these goals




                               District XXXX Assembly
    Effective Goals

•   Shared
•   Measurable
•   Challenging
•   Achievable
•   Time specific



                      District XXXX Assembly
Strategic Planning




                 District XXXX Assembly
     Resources
contact.center@rotary.org




                        District XXXX Assembly
Every Rotarian, Every Year




                    District XXXX Assembly
Session 4:

Foundation
 Programs




             District XXXX Assembly
  The Rotary Foundation



POLIO PLUS




                   District XXXX Assembly
The Rotary Foundation
   Matching Grants




                  District XXXX Assembly
  What is a Matching Grant?
• Matching Grants support international
  humanitarian service projects

• Rotary clubs or districts from two countries
  work collaboratively to implement a project




                                       District XXXX Assembly
       Who can apply?
Rotary Clubs and districts from two
countries may apply. The clubs or
districts must be in good standing with
Rotary International. This includes
payment of dues and being current on
reporting for previous grants




                                District XXXX Assembly
What are the requirements of a
      Matching Grant?
• Matching Grants must involve a Rotary club or
  district in the project country (host) and a Rotary
  club or district in another country (international)
  implementing a humanitarian project
  Partners are expected to:
• Maintain communication for the life of the project
• Establish a committee of at least three Rotarians
  to oversee the project
• Treat grant funds as a sacred trust
• Maintain clear and accurate accounting


                                          District XXXX Assembly
What are the requirements of a
      Matching Grant?
All projects must have active Rotarian participation
   and oversight. Active participation can include:
• Managing project funds
• Visiting the project site on an as-needed basis
• The international and host partners sharing
   information via correspondence
• The partners sharing expertise
• Purchasing, shipping, or distributing items
   purchased
• Publicizing the project to local media and the
   district
                                          District XXXX Assembly
Eligible                                      Ineligible
Administrative expenses for project           Operating or administrative expenses of
activities                                    another organization

Primary and secondary education,              Postsecondary education activities,
tuition, transportation                       research, or personal or professional
                                              development

Domestic travel                               International travel
Detailed, itemized expenses                   Contingencies, miscellaneous expenses
Assistance to land mine victims               Land mine removal
Publicity expenses such as newspaper          Rotary signage
fees, or printing of posters, brochures, or
fliers to inform the community of an
available service
Vaccines and immunizations, if the            Transportation of vaccines or
project is consistent with the criteria,      immunizations by hand over national
procedures, and policies of the PolioPlus     borders
program and World Health Organization
Eligible                                 Ineligible
New Rotary-sponsored projects not        Projects already undertaken and in
already in progress or completed         progress, existing projects, activities
                                         primarily sponsored by a non-Rotary
                                         organization, or projects already
                                         completed
Maternal and prenatal health and         Purchase and distribution of birth control
education                                devices and ultrasound equipment for
                                         use in sex determination

Budgeted and itemized humanitarian       Unspecified or cash donations to
goods                                    beneficiaries or cooperating
                                         organizations
Humanitarian or service activities       Fundraising activities or expenses
benefiting a community in need           related to Rotary events such as district
                                         conferences, anniversary celebrations, or
                                         entertainment activities that do not
                                         include a humanitarian aspect

Secular, non-religious activities that   Projects that support purely religious
benefit a community in need              functions at churches and other places of
                                         worship
What are the funding limits?

Sponsors may request US$5000*-$150,000 from The
Rotary Foundation. TRF matches $0.50 for every $1
of a cash contribution and $1 for every $1 from the
District Designated Fund (DDF).- 3 year lag
 *(to be reduced to $2500 US)




                                        District XXXX Assembly
              How to apply?
• Sponsors must complete a Matching Grant
  Application (141-EN) and submit it to TRF.
  Applications are accepted from July 1 to 31 March in
  any given Rotary year.
• Requests of $25,001-$150,000 are considered on a
  competitive basis* and must be received at TRF by 1
  August for consideration at the October Trustees’
  meeting and 1 January for consideration at the April
  meeting. The Guide to Matching Grants (144-EN) is
  available to assist in developing the project and
  completing the application.
  *(known as competitive matching grants and require
  a community needs assessment).

                                           District XXXX Assembly
What are the reporting requirements

  • Reports are required at least every 12 months for the
    life of the project.
  • A final report is due within 2 months of the completion
    of the project.
  • Project partners must be up to date on reporting for
    previous projects, as failure to do so will result in all
    new applications being returned.




                                                District XXXX Assembly
Case Study




             District XXXX Assembly
 Matching Grant Application
        An example
Project in Sri Lanka at the “Centre in Sight” at Kandy
General Hospital which is the premier treatment point
for thousands of poor persons who require treatment
for various eye related problems in the Central
Province
Provision of Fundus Camera to be used with a
Surgical Laser which in turn enables the Surgeon to
direct the laser accurately to the eye.
Our District became aware of the project and
circulated the details to all clubs. As a result five
rotary clubs pooled together to contribute just over
$10,000 US.

                                          District XXXX Assembly
Overall funding was as follows.

                                                                  USD
Total cost of camera                                            35,989.50
                                       USD
Host Club Kandy RC                    5,726.00
Five RC’s in District
9790                                 10,267.00
                                     15,993.00
Rotary Foundation (TRF) (.5 for 1)    7,996.50
                                                 23,989.50

District Designated                    USD
Funds (DDF)
District 3220 Sri Lanka              4,000.00
District 9790 Australia              2,000.00
                                     6,000.00
The Rotary Foundation(1 for 1)       6,000.00     12,000.00
                                                                35,989.50




                                                              District XXXX Assembly
The Rotary Foundation

DISASTER RECOVERY




                    District XXXX Assembly
• District 9790 Disaster Relief

• Philip Clancy




                           District XXXX Assembly
               Purpose
The disaster portfolio of Foundation will
have an overarching view of existing and
future disasters which includes the
Drought and Bushfire committee, other
natural disasters including Haiti, the
earthquakes around the world etc
coordinating Clubs and potential
donations to these events through the
district.

                                 District XXXX Assembly
            Purpose
Assist and encourage clubs to help
by buying both Shelter boxes and
Aqua boxes or direct cash
donations to the District(s) suffering
the disaster




                             District XXXX Assembly
           Purpose
To work with other Districts
interested to develop an Australian
wide Rotary coordination team to
react to worldwide disasters.




                           District XXXX Assembly
Drought and Fire Relief

    Funds are Very Low

     for this vital work




                           District XXXX Assembly
BlazeAid Storage of Assets
Partnerships




               District XXXX Assembly
Aqua Box a very local Project




                      District XXXX Assembly
Aqua Box Storage




               District XXXX Assembly
Shelter Box
             What is needed
•   Identification of need
•   Willing workers
•   Funding
•   Support of all parties
•   Compassion
•   Rotarians with ability to get things done
•   An Australian Rotary Skills and
    Resource Base

                                     District XXXX Assembly
Bushfire Grant Application




                    District XXXX Assembly
BUSH FIRE RECOVERY COMMITTEE
        RI DISTRICT 9790

APPLICATION FOR PROJECT FUNDING
Applicants seeking funding for
Bushfire Recovery Projects must
complete this form and submit it to
the Chair of the District 9790 Bush
Fire Recovery Committee


                             District XXXX Assembly
       Session 5:

THE FUTURE VISION PLAN




                    District XXXX Assembly
Benefits of the Future Vision Plan
  • Simplifies processes
  • Expands service opportunities
  • Builds a stronger sense of ownership
    among Rotarians at the club and
    district level for their Foundation
  • Increases the impact of grants by
    concentrating on the areas of focus


                                District XXXX Assembly
        Two Grant Types
• District Grants are block grants
  made to districts to support smaller
  projects locally and internationally.
• Global Grants support larger
  projects with sustainable, high-
  impact outcomes in one of the six
  areas of focus.



                               District XXXX Assembly
        Areas of Focus
• Peace and conflict
  prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community
  development

                             District XXXX Assembly
Future Vision Plan Timeline
  2010-11    2011-12   2012-13     2013-14
   2010-11    011-12     2012-13




                                       District XXXX Assembly
         Resources

Visit www.rotary.org/futurevision
            or e-mail
   newgrantspilot@rotary.org




                           District XXXX Assembly
  Thank you for attending
THE ROTARY FOUNDATION
        session at
     RI District 9790
    District Assembly!



                     District XXXX Assembly

								
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