Transcript District 5810 Spring Training

District 5810
Global Grants
2014 - 2015
Glen Rowe
District Foundation Chair
The Rotary Club of Waxahachie
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Foundation Funding
Annual
Fund
Contributions
Contributions
Permanent
Fund
SHARE
System
Spendable
Earnings
PolioPlus
Fund
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SHARE System
• Divides Annual Fund contributions between
– District Designated Fund (DDF)
– World Fund
• Transforms contributions into grants, etc.
• Allows clubs to determine how district
contributions are spent
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SHARE System Uses of Funds
$300,000
District 5810 Total Contributions 3 Years Ago
$150,000
District Designated Fund
Up to 50%
$75,000 or
less to the
district grant
Remaining Balance
Any amount to
Global Grants,
PolioPlus, or
Rotary Peace
Centers
Carry forward & transfers
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Global Grants
Large Long-term International Projects
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Minimum grant $15,000.00
Minimum project $30,000.00
DDF matched 100% with World Fund
Cash contributions matched
50% with World Fund
• Requires both host and international
partners (make sure Intnat’l partner qualified)
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Certification Requirements
• Attend grant qualification seminar
• Submit signed Memorandum of
Understanding (MOU) to District Grant Chair,
Owen Devlin
• RI and District dues are current
• Reports are current on any open grants
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Terms of Certification
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Club responsible for grant funds
Disclose conflicts of interest
Cooperate with all audits
Use grant funds properly
Implement the club MOU
Valid for one year
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Successful Grant Projects
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Include frequent partner communication
Meet community needs
Have implementation plan
Maintain proper stewardship of funds
Are sustainable
Are measurable
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Global Grants Needs Assessment
• Talk to the community
• Base project on the community’s needs
• Assess resources of your club and potential
partners
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Project Planning
• Form a global grant committee
• Identify project
• Set Goals: Measurable, Quantitative,
Qualitative
• Establish Budget
• Contingency plan
• Document retention plan
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Global Grants Stewardship
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Rotarian supervision
Maintain separate bank account
Use checks/bank cards to track funds
Maintain detail ledger
Retain records for five years
Report irregularities
Timely submission of reports
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Global Grant Reports: Frequency
• Progress reports
– Within 12 months of first payment
– Every 12 months through the life of the grant
• Final report within 2 months of completion
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Global Grant Reports: Content
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How partners were involved
Type of activity
Evaluation of project goals
How area of focus goals were met
How funds were spent
Number of beneficiaries and how they
benefited
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Sustainable Projects
• Compliments the needs and values of the
community
• Use materials and parts that are locally
accessible and ready to use
• Ensure a reliable source of funding exists
to continue project after grant is
complete
• Helps communities train and acquire
new skills, knowledge and behaviors
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Measurable Outcomes
• Be Specific – determine who exactly will
benefit
• Establish Baseline Data
• Set Benchmarks
• Monitor and Evaluate Project
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Conflict 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)
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Global Grants Financing
• Contributions raised by Rotarians, other
NGOs, or Non-Rotarians
• Funds cannot be raised from beneficiaries in
exchange for a grant
• Funds cannot come from other grants
• DDF allocation by District
• TRF Matching Funds
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Global Grants Policies
• Submit a Notice of Intent to DG and District
Foundation Chair before applying online
• Club or clubs must contribute at least 15% of
project costs of non-DDF funds
• Amount of DDF committed to a project
depends upon: funds available, merit of
project, merit of club
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Global Grants Policies
• Applications will be approved on 1st come, 1st
served basis.
• Example of $30,000 project:
Club contribution (15%)
TRF Matching (0.50 per $1)
DDF (1/2 of the balance)
TRF Matching ($1 for $1 of DDF)
Total project costs
$ 4,500
2,250
11,625
11,625
$ 30,000
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Global Grants Policies
• Maximum amount of DDF to be allocated to
an individual Global Grant project is 15% of
total DDF allocated to Global Grants.
• Example:
Total DDF
$ 200,000
Allocate to District Grants
(75,000)
DDF for Global Grants
125,000
Max DDF to Individual Project (15%)
18,750
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Applying for Global Grants
• Follow District 5810 Policies and Procedures
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Complete application process online
Meet goals of Six Areas of Focus
Involve Rotary clubs in two districts
Be sustainable
Minimum budget of US $30,000
District confirms club is qualified
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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
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Peace and Conflict Prevention/Resolution
Statement of Purpose and Goals
TRF enables Rotarians to promote the practice of peace and conflict
prevention/resolution by:
1. Training leaders, including potential youth leaders, to prevent and mediate
conflict;
2. Supporting peace-building in communities and regions affected by conflict;
3. Supporting studies for career-minded professionals related to peace and conflict
resolution.
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Peace and Conflict Prevention/Resolution
Parameters for Eligibility
TRF considers the following to be within the scope of peace and conflict prevention/resolution
1. Community activities targeting non-Rotarian participants, including conferences, trainings,
and camps, in support of nonviolence, peace-building and human rights.
2. Facilitated conflict resolution workshops addressing community needs, educational reform,
business activities across conflict lines, and peace journalism.
3. Supporting initiatives addressing psychological effects of conflict.
4. Educating youth on preventive measures to avoid conflict.
5. Training programs to address negative social dynamics such anti-gang efforts.
6. Vocational Training Teams supporting above activities
7. Graduate-level scholarships.
Outside the Scope
1. Peace conferences targeting Rotarian participants.
2. Enrollment at a Rotary Peace Center partner university in the same, or similar, academic
program as those pursued by Rotary Peace Fellows.
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Peace and Conflict Prevention/Resolution
Example
Student from Dallas Area receives scholarship to
pursue advanced master’s degree in public
international law (specialization human
trafficking) at London School of Economics in the
England.
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Disease Prevention and Treatment
Statement of Purpose and Goals
TRF enables Rotarians to prevent disease and promote health by:
1. Improving the capacity of local health care professionals.
2. Promoting disease prevention programs, with the goal of limiting the spread of
communicable diseases and reducing the incidences of and complications from
non-communicable diseases.
3. Enhancing the health infrastructure of local communities.
4. Educating and mobilizing communities to help prevent the spread of major
diseases.
5. Preventing physical disability resulting from disease or injury.
6. Supporting studies for career-minded professionals related to disease prevention
and treatment.
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Disease Prevention and Treatment
Parameters for Eligibility
TRF considers activities targeting the following to be within the scope of disease prevention
prevention and treatment area of focus:
A. Prevention and Control of Communicable and Non-communicable Diseases
1. Testing with counseling and referrals/admission to treatment.
2. Education on preventing transmission of disease and supplies that may assist with these
prevention efforts
3. Providing mobile technology equipment and vehicles to monitor and treat patients.
4. Equipment supported by the local health infrastructure that includes appropriate
operational and maintenance plans.
5. Provision of prevention programs, such as vaccinations, male circumcision or
pre-exposure prophylaxis.
6. Providing technical platform and training in its operation for the tracking and monitoring
of disease diagnosis and treatment.
7. Treatment of communicable diseases that includes a component to prevent disease,
improve training of health services professionals, or provide public health education to
to improve long-term health of a community.
8. Lifesaving surgeries and surgeries that address congenital problems, and follow-up care.
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Disease Prevention and Treatment
Parameters for Eligibility
TRF considers activities targeting the following to be within the scope of disease prevention
prevention and treatment area of focus:
B. Mosquito-Borne Illnesses and Illnesses Transmitted by Other Vectors
1. Providing bed-nets and preventative medications.
2. Providing supplies that help with safe storage of standing water and training on
interrupting the lifecycle of mosquitoes.
3. Developing drainage systems to prevent and control diseases.
4. Providing for removal of vectors other than mosquitoes, i.e., organisms that transmit
pathogens.
C. Other Activities
1. Graduate-level scholarships in programs related to disease prevention and treatment.
2. Vocational Training teams that focus on educational components related to above
activities.
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Disease Prevention and Treatment
Outside the Scope
1. Projects that consist exclusively of an equipment purchase, unless supported by the local
health infrastructure that includes appropriate operational and maintenance plans.
2. Medical missions/surgical team trips that do not provide educational outreach programs
or significant capacity building in the project country.
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Disease Prevention and Treatment
Example
Vocational training team traveled from U.S. to
Uganda to provide pediatric heart surgeries and
train local health professionals.
U.S. district brought medical professionals from
Argentina for training in procedures and
practices involving maternal and child health.
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Water and Sanitation
Statement of Purpose and Goals
TRF enables Rotarians to ensure that people have sustainable access to water and
sanitation by:
1. Providing equitable community access to safe water, improved sanitation and
hygiene.
2. Strengthening the ability of communities to develop, fund and maintain
sustainable water and sanitation systems.
3. Supporting programs that enhance communities’ awareness of the benefits of
safe water, sanitation and hygiene.
4. Supporting studies for career-minded professionals related to water and sanitation.
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Water and Sanitation
Parameters for Eligibility
TRF considers activities targeting the following to be within the scope of water and sanitation.
1. Access to safe drinking water (supply and quality).
2. Access to improved sanitation.
3. Improved hygiene.
4. Community development and management of systems for sustaniability.
5. Watershed management and food security plans that depend on adequate water supply
6. Water for production (crops, livestock, etc.).
7. Graduate-level scholarships.
8. Vocational Training Teams that focus on the educational components related to
the activities outlined above.
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Water and Sanitation
Example
Villages in Guatemala receive clean water,
latrines, and vegetable gardens. Vocational
training team from U.S. educates villagers about
disease transmission, improved waste disposal,
sustainable gardening, and nutrition.
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Maternal and Child Health
Statement of Purpose and Goals
TRF enables Rotarians to improve the health of mothers and their children by:
1. Reducing the mortality and morbidity rate for children under the age of five.
2. Reducing the maternal mortality and morbidity rate
3. Improving access to essential medical services, trained community health leaders,
and health care providers for mothers and children.
4. Supporting studies for career-minded professionals related to maternal and
child health.
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Maternal and Child Health
Parameters for Eligibility
TRF considers activities targeting the following to be within the scope of maternal and child
health are of focus:
1. Prenatal care for pregnant women.
2. Labor and delivery services for pregnant women.
3. Providing medical equipment to underserved clinics and hospital maternity wards, when
provided in conjunction with prenatal care educational activities.
4. Training and/or “train the trainer” initiatives for maternal and child health professionals
and leaders (doctors, nurses, community health workers and midwives).
5. Prenatal and child care educational activities for parents and families.
6. Education about and access to birth control, family planning and/or disease prevention
and reduction initiatives, including HIV/AIDS and human papillomavirus (HPV).
7. Education and training on sexual health, particularly for adolescent girls.
8. Relevant immunizations for children under five and for women and adolescent girls.
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Maternal and Child Health
Parameters for Eligibility
9. Interventions to combat pneumonia, diarrhea, malaria, and/or measles for mothers
and children under five.
10. Interventions to reduce the impact of sexually transmitted disease in women.
11. Preventing mother-to-child transmission of HIV.
12. Promotion of breastfeeding and other interventions to fight malnutrition
13. Surgical repair of fistula.
14. Surgeries/procedures to correct cleft palates.
15. Lifesaving surgeries and surgeries to address congenital problems provided the are
supported by the local health infrastructure and include appropriate follow-up.
16. Graduate-level scholarships.
17. Vocational Training Teams that focus on the educational components related to the
activities outlined above.
Outside the Scope
Medical missions/surgical team trips that do not provide significant capacity building in the
project country.
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Maternal and Child Health
Example
Equipment and materials to supply a pediatric
center and establish a training program on
public health and nutrition in Togo.
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Basic Education and Literacy
Statement of Purpose and Goals
TRF enables Rotarians to ensure that all people have sustainable access to basic
education and literacy by:
1. Involving the community to support programs that strengthen the capacity of
communities to provide basic education and literacy to all.
2. Increasing adult literacy in communities
3. Working to reduce gender disparity in education.
4. Supporting studies for career-minded professionals related to basic education
and literacy.
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Basic Education and Literacy
Parameters for Eligibility
TRF considers activities targeting the following to be within the scope of basic education
and literacy are of focus.
1. Access to quality basic primary and secondary education.
2. Educating adults in literacy.
3. Providing training in teaching literacy, curriculum development and school administration.
4. Strengthening educational experience through improved materials and facilities.
5. Community management of education systems.
6. Graduate-level scholarships.
7. Vocational Training Teams supporting the above activities.
Outside the Scope
1. Projects that consist exclusively of equipment purchases.
2. Projects that provide tuition or school supplies without the means for the community
to provide these in the future.
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Basic Education and Literacy
Example
Rotary club in Connecticut brought VTTs from
South Africa to share best practices in early
childhood education in the face of poverty,
disintegrating families, poor health, and low
parental and childhood literacy.
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Economic and Community Development
Statement of Purpose and Goals
TRF enables Rotarians to invest in people by creating sustainable, measurable and long
term economic improvements in their communities and livelihoods by:
1. Building the capacity of entrepreneurs, community leaders, local organizations,
and community networks to support economic development in impoverished
communities.
2. Developing opportunities for productive work.
3. Reducing poverty in underserved communities.
4. Supporting studies for career-minded professionals related to economic and
community development.
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Economic and Community Development
Parameters for Eligibility
TRF considers activities targeting the following to be within the scope of economic and
community development are of focus.
1. Access to financial services for the poor, including but not limited to microcredit,
savings or insurance.
2. Training related to economic and community development including but not limited to
entrepreneurship, community leadership, vocational, and financial literacy.
3. Small business/cooperative/social enterprise development and income-generating
activities for the poor, including but not limited to the organization of village-wide
businesses that provide employment.
4. Agricultural development for subsistence and small farmers, including access to markets.
5. Community-led and coordinated adopt-a-village or comprehensive community
development activities.
6. Graduate-level scholarships.
7. Vocational Training Teams supporting the above activities.
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Economic and Community Development
Outside the Scope
TRF considers activities targeting the following to be outside the scope of the economic
And community development area of focus:
1. Community infrastructure projects, if they are not part of a larger income
generating activity
2. Community beautification projects.
3. Construction or rehabilitation of community centers.
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Economic and Community Development
Example
A VTT from California traveled to Uganda twice
to help kick-start a larger global grant adopt-avillage project. The team conducted training on
business strategies, savings, and investments as
they apply to family-size farming businesses.
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ELIGIBILITY CRITERIA
Specific Activities allowable for both District and Global Grants
ELIGIBLE
Construction of infrastructure including, but not
limited to toilet blocks and sanitation systems,
access roads, dams, bridges, storage unites, fences
& security systems, water/irrigation systems and
greenhouses.
Renovation, repair and refurbishment of structures
that are currently occupied or operational in which
individuals live, work or spend significant amount
of time – may include new services or upgrade of
utilities, repair of roofs, additions to existing
schools or hospitals, elevators and renovation of
bathrooms.
INELIGIBLE
Purchase of land or buildings
New construction of any structure in which
individuals live, work or engage in any gainful
activity, such as buildings (homes, schools,
hospitals, etc.), containers and mobile homes, or
structures in which the individuals carry out any
type of activity including manufacturing.
Purchase & distribution of contraceptives for use
in disease prevention and maternal health
projects.
Unfairly discriminate against any group, promote a
particular political or religious viewpoint, support
purely religious functions at churches and other
places of worship, support activities that involve
abortion or that are undertaken solely for sex
determination.
International travel for scholars, vocational
training teams (VTTs) and project beneficiaries.
International travel for spouses or other relatives.
Travel to National Immunization Days (NIDs)
Domestic travel for scholars, VTTs and project
beneficiaries and those professionals (Rotarian &
Non-Rotarian)needed to implement project
Domestic travel for spouses or other relatives.
Travel to National Immunization Days (NIDs)
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ELIGIBILITY CRITERIA
Specific Activities allowable for both District and Global Grants
ELIGIBLE
Direct costs, fees, contracted labor costs, stipends
or honorariums related to project implementation.
Activities involving vaccines and immunizations
that are consistent with the best practices
described by the World Health Organization (WHO)
INELIGIBLE
Illegal payments, bribes or special gifts to obtain
or expedite project implementation.
Transportation of vaccines by hand over national
borders.
Medical camps and lifesaving surgeries providing
that if they are funded by global grants, there must
be appropriate follow-up
International travel for project planning and direct
service.
Removal of land mines in cooperation with an
experienced partner organization
Administrative expenses up to 3 percent of the
grant award, necessary for grant implementation
including bank fees, postage, software and an
independent financial assessment.
International travel of spouses or other relatives..
Rotarians may not personally participate in the
physical removal of land mines.
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VOCATIONAL TRAINING TEAMS
A vocational training team (VTT) is a group of professional who travel to another country either to
learn more about their profession or to teach local professionals about a particular field .
VTTs build on the Foundation’s long-standing commitment to vocational training, first formalized with the
establishment of the Group Study Exchange program in 1965. VTTs take the GSE concept of enabling young
professional to observe their profession in another country a step further by offering participants the
opportunity to use their skills to help others.
Hands-on activities vary from one team to the next but may include training medical professionals on cardiac
surgery and care, sharing best practices on early childhood education, or explaining new irrigation techniques
to farmers.
A successful VTT increase the capacity of the host community to solve problems and improve the quality of life.
Requirements: Global Grant VTTs must align with one or more areas of focus; must build the capacity of
either the team members or the benefiting community; and have a sustainable and measurable impact. The
team must be sponsored by Rotary clubs or districts from two countries. One grant may support the travel of
more than one team.
Team Composition: Teams must consist of at least 2 members with at least two years of professional
experience in the designated areas of focus and a Rotarian leader who has expertise in the area of focus,
international experience, and general Rotary knowledge. In certain cases, the Foundation may grant
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permission to designate a non-Rotarian as team leader.
Determine Grant Type for Humanitarian Project
NO
Is project in one of the
six areas of focus?
Global grants benefit communities
through projects in at least one of the
six areas of focus.
District Grants do not
need to fall within one
of the six areas of
focus
NO
Apply for a
District Grant
YES
District Grants
activities have a
minimum budget
of $1,000
Apply for a
District Grant
Is Project Budget at
least $30,000?
YES
Global Grant projects
must have a minimum
budget of $30,000
Will sponsor partner with an
international district or club?
NO
YES
Apply for a
District Grant
Apply for a
Global Grant
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Global or District Grant Activity
Sample Project
Global Grant
Area of Focus
District
Sustainable
1. To provide clean water to children in 297 rural schools
and 7 orphanages in Belize by supplying water
containers and filters, providing education about water
borne diseases, and training in the operation and
maintenance of filters.
2. To support a village in Uganda by sending a vocational
training team from the US to provide training in
economic development, education, and health, in
addition to sending a VTT from Uganda to the US to
receive training in water management and irrigation.
3. To provide a water purification system in Pakistan
4. To fund a scholarship for a master of arts degree in
Spanish, with research, academic, and professional
interests focused on Latino immigration and obstacles
to literacy and basic education in a Latin American
country.
5. To fund a vocational training team of special-needs
teachers, physical therapists, and an occupational
therapist from England to Thika, Kenya, to train
teachers at three schools
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Global or District Grant Activity
Sample Project
Global Grant
Area of Focus
Sustainable
District
Grant
6. To fund a scholar to study psychology in Germany for
one year.
7. To provide equipment for health care workers and
parents in the extended-care pediatric wards of
hospitals in South Africa.
8. To provide bed-nets, doctor consultations, and
medications to facilitate the prevention, diagnosis, and
treatment of malaria in Mali, along with education
disease transmission and how to use the bed-nets.
9. To raise community awareness in Benin about child
protection by training educators and by creating a
comic book on children’s rights.
10. To provide athletic equipment to students from
financially disadvantaged families to encourage them
to participate in after-school sports and enrichment.
11. To provide orthopedic surgery equipment to hospitals
in India.
12. To provide solar panels, a well, a generator, tanks, farm
equipment, seeds, furniture, and a projector to help
set up an agricultural school in Uganda that will train
50 to 60 students per year.
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Contact Information
Glen Rowe, District Foundation Chair,
[email protected], Phone 281-795-1876
John Moser, District Grants Chair 2013 -2014,
[email protected], Phone 214-504-0343
Owen Devlin, District Grants Chair 2014 -2015
[email protected], Phone 214-765-1824
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