transition to future vision
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Transition to Future Vision. D-5580 LEAD/PETS Sessions March 5-9, 2012 R. Turner. Future Vision Preparation. - PowerPoint PPT PresentationTRANSCRIPT
Transition to Future Vision
D-5580 LEAD/PETS Sessions
March 5-9, 2012
R. Turner
Future VisionPreparation
This PowerPoint presentation was developed by PDG Newell Krogmann, DRFC and Craig Leiser,
DG 2010-11 of Rotary District 5960. Modified by R. Turner, D-5580 February 2012. This is not an
official publication of The Rotary Foundation.
TODAY
Outcomes:
Understand: TRF Future Vision
Motivate: Club Planning
Begin Transition
Future Vision
WHY?Sound StewardshipDecentralized processFlexibility at local levelEnhanced capacity to serveSustainability, Significance, SimplificationGreater Rotarian Involvement
FUTURE VISION GOALS
• Simplify programs and processes• Focus Rotarian service efforts to
increase global impact• Support global and local efforts• Increase sense of ownership at the
district and club levels• Enhance Rotary’s public image
Future Vision Plan Timeline
2012-132010-11 011-122011-12 2012-132010-11 2013-14
SOME ABBREVIATIONS• TRF
The Rotary Foundation• GMS
Grant Management Seminar• MOU
Memorandum of Understanding• VTT
Vocational Training Team• FVP
Future Vision Pilot• DDF
District Designated Funds
Future VisionNEW CONCEPTS AND WAYS
A New Vocabulary
• SIX AREAS OF FOCUS• GLOBAL GRANTS (GG) • DISTRICT GRANTS (DG)• DDF allocation to Global and District• NEEDS ASSESSMENT• SUSTAINABLE• MEASUREABLE• VTTs (and GSEs)• SCHOLARSHIPS AS GRANTS• MEMBER ACCESS AS GATEWAY
Future Vision
Two kinds of grants
®GLOBAL GRANTS (GG)®DISTRICT GRANTS (DG) (Also referred to as Block Grants)
Earnings used for administrative
costs
$
50% to World Fund50% to District Designated
Fund (DDF)
Up to ½ to District
Grants
At least½ to Global
Grants
Year 1 Year 2
$$200,000
$50,000$50,000
$100,000 $100,000
Future Vision Grant Distribution ExampleANNUAL PROGRAMS GIVING -- SHARE
Year 3
TRF’s Current & Future 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
GrantsVolunteer Service
Grants
Regional Scholar
Seminars
Disaster Recovery
Global Grants
Future Model
District Grants
Club- and district-
developed
Global Grants
Packaged Global Grants
Vocational Training Teams, Scholarships,
Projects
FUTURE VISION
✦ ✦ ✦
Global Grants
Future Vision
GLOBAL GRANTS
$ Scholars$ Vocational Training (VTT)$ Humanitarian Work$ Packaged Grants (From TRF)
Future Vision
SIX AREAS OF FOCUSPeace and Conflict Prevention/Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
Future Vision Global Grantsby Area of Focus
Future Vision
GLOBAL GRANTS! TOTAL AT LEAST $30,000
INCLUDING TRF MATCH (min. of 15,000)1 to 1 match of DDF.5 to 1 match of club funds
! HOST AND INTERNATIONAL PARTNERS! Two-Step Process: PROPOSAL and APPLICATION Via Member Access. ! GMS and MOU required! SIX AREAS OF FOCUS
FUTURE VISION
Global Grant Example #1
$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund
$35,000 Total
FUTURE VISION
Global Grant Example #2
$15,000 DDF $15,000 TRF, World Fund
$30,000 Total
Future Vision
CLUB QUALIFICATION
Grant Management Seminar1 person per club must attend.
(PE or representative)
TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.
CLUB MOU – TRF (and District)Terms of QualificationClub Leadership ResponsibilitiesFinancial Management/StewardshipDocument RetentionReportsGMS required for Global GrantsDistrict can require for District Grants (5960 does.)Mentors Required for Grants (5960 requirement)Signatures in year before by current PE and President
ANNUAL SUBMISSION
Future Vision
FUTURE VISION
✦ ✦ ✦
District Grants
Future VisionDISTRICT GRANTS
SERVICE PROJECTSSCHOLARSHIPS
VOCATIONAL TRAINING TEAM“GSE” (funded from District Grant)
Project Planning(Submitting potential projects and necessary funding prior
to receiving DDF)
MUST MEET MISSION OF THE FOUNDATION(Areas of Focus not necessary)
ROTARY FOUNDATION MISSION
To enable Rotariansto advance world
understanding,goodwill and peace throughthe improvement of health,
the support of education, andthe elimination of poverty.
District Grants
• Local• International• All submitted as proposals for
District DDF Spending Plan• Proposal Deadline set by district.• D-5580 requires GMS and MOU• Reporting Process 12 months
Following transfer of funds.
FUTURE VISION
District Grant Example
$3000.00 Club $3000.00 DDF*
$6000.00 Total
*Actual funding formula and criteria
to be determined
Future VisionDistrict GrantsCycle Time Comparison
Submission Approval Payment Closure
Grant Type Range Average
District SimplifiedGrants
8-58 months
>20 months
DistrictGrants *In Pilot Program
4-11 months
> 7 months*Report due 12 months following funding.
Future Vision
CLUB QUALIFICATION
Grant Management Seminar1 person per club must attend.
(PE or representative)
TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.
CLUB MOU – TRF (and District)Terms of QualificationClub Leadership ResponsibilitiesFinancial Management/StewardshipDocument RetentionReportsGMS required for Global GrantsDistrict can require for District Grants (5960 does.)Mentors Required for Grants (5960 requirement)Signatures in year before by current PE and President
ANNUAL SUBMISSION
Future Vision
Future Vision
WHAT WON’T CHANGE
Serving Above SelfPolioPlus, Until Disease EradicatedPeace FellowshipsNeed for giving to support TRFGiving recognition
Future Vision
NOW is the time
to start getting ready for
July 2013
D-5580 Timetable
Action to date March, 2011
Future Vision Transition Committee is
established and preparing for: July 1, 2013 rollout
Mentoring with FV Pilot D-5960
D-5580 Timetable
Action to date March, 2011 Key Committee Chairs Aware. Zone Institute Training Sept. 2011. Foundation Training Nov. 2011. DGE Training at IA Jan. 2011. Aligned with 3 FV Pilot Districts. District Grants Subcommittee
expanded: Scholarship & VTT Chairs
D-5580 Timetable
To Do: March - Dec. 2012.Committee Structure Changes
Adopt New: District Grants.** Adopt New: Dist. Foundation Audit. Revamp: Foundation Committee? Establish: Club Mentor Program. Identify: Treasurer. Trainer.
Compliance Officer?
D-5580 Timetable
To Do: March - Dec. 2012. Establish Guidelines
Global Grants. District Grants. Scholarship. Vocational Training Teams. Reporting Requirements
D-5580 Timetable
March - Dec. 2012, pre-2013
Develop DDF Spending Plan Develop Dist. Grant Spending Plan Establish Timeline for Dist. Grant
Proposals from Clubs Establish Timeline for Dist. To submit
spending plan to TRF.
D-5580 Timetable
Throughout Transition
Communicate with Clubs Via: District Newsletter. District Website. Future Vision Newsletter? Email-2013-14 Presidents?
D-5580 Timetable
2012 Training Opportunities
March 5-9: Club Leaders at PETS
April 14: District Conference. May 6-9: RI Convention workshop. Sept 11-13: District Leaders at Zone
Institute.
TRF Timetable
Jan. 2013
DGE and DRFC: Training at International Assembly.
District Qualification via Online Process.
TRF Timetable
Feb. – June 2013 Train: Assistant Governors and other
District Leaders. Promote: TRF Grant Webinars to
Club leaders. Ensure Club Qualification: *March
Pets-only venue for In Person GMS? Communicate: With Clubs re District
& Global Grant process.
TRF Timetable
Feb. – June 2013. Cont. Develop: District/Global Spending
Plan specific to 2013-14 Year. Complete: Outstanding DSG
Reporting requirements to ensure flow of 2013 District Grant Funds.
Submit: Reports for all TRF Grants and Programs to ensure DG &GG.
TRF Timetable
Feb. – June 2013, Cont.
March-May: Clubs prepare and submit Proposals for District Grant.
May-June: District prepares official 2013-14 DG Spending Plan.
By July 1: Plan submitted to TRF. July I, 2013: Let the fun begin.
FUTURE VISION TRF RESOURCES
Quick Reference Guide. Transition Tips. Preparing your club for Foundation
Grants in 2013 Terms and conditions for Rotary
Foundation District Grants and Global Grants.
Future Vision News. Remember: We are a Non Pilot Dist.
FUTURE VISION RESOURCES
Clubs: www.rotary.org/en/fvclub
Districts: www.rotary.org/en/fvdistrict
General:www.rotary.org/futurevision
District Resources
District Rotary Foundation Chair: Roly Turner [email protected]
Future Vision Transition Chair: Keith Brokke
[email protected] District Website:
www.clubrunner.ca/5580
FUTURE VISION
✦ ✦ ✦
YOUR QUESTIONS
FUTURE VISION
✦ ✦ ✦
Thank You
R. Turner K. Brokke