Transcript THE ROTARY FOUNDATION of Rotary International eLearning Humanitarian Programs exit Foundation eLearning 2005 The Rotary Foundation of Rotary International Main Menu Matching Grants Press Esc any time to exit the course District Simplified Grants Individual Grants 3-H.

THE ROTARY FOUNDATION
of Rotary International
eLearning
Humanitarian Programs
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Foundation eLearning 2005
The Rotary Foundation of Rotary International
Main Menu
1
Matching
Grants
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time to exit the
course
2
District Simplified
Grants
3
Individual
Grants
4
3-H Grants
Foundation eLearning 2005
5
Stewardship
The Rotary Foundation of Rotary International
Matching Grants
To assist Rotary clubs
and districts in carrying
out humanitarian World
Community Service
projects in cooperation
with Rotarians in
another country
Matching Grants on the web
Matching Grants
Match funded through the World Fund
• $0.50 matching for every $1 cash contribution
• $1 match for every $1 of DDF (SHARE)
contribution
• Maximum grant award: $150,000
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants
Three Types of Grants
1. Minor Matching Grants
– $0 to $2,000
2. Major Matching Grants
– $2,001 to $25,000
3. Competitive Major Matching Grants
– $25,001 to $150,000
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants
Application Schedule
Minor Matching Grants &
Major Matching Grants (non-competitive)
Accepted:
July
1
Foundation eLearning 2005
March
through
31
The Rotary Foundation of Rotary International
Matching Grants Deadlines
Deadlines for Competitive Matching Grants
$25,001 - $150,00
Application deadline
Trustee Decision
1 August
October/November
Trustee meeting
1 January
March/April
Trustee meeting
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants
General Guidelines
• Projects must involve active Rotarian participation
• Grants must address a humanitarian need
• All grants must adhere to the Terms and Conditions
of Matching Grants Awards
• Reports due every 6 months
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants
Guidelines: Minor Matching Grants
Rotary Clubs and district are required to:
•
•
•
•
Communicate with co-sponsors for life of project
Establish committees to oversee project
Plan project jointly
Establish expectations of all participating clubs and
districts
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants
Guidelines: Major Matching Grants (up to $25,000)
Rotary Clubs and district are required to follow the
activities outlined in Minor Matching Grants and:
• Host club:
– Visit project site
– Provide regular updates
• International club:
– Share information and/or site visits
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants
Guidelines: Major Competitive Matching
Grants (up to $150,000)
Rotary Clubs and district are required to follow the
activities outlined in Major Matching Grants and:
• Perform a community needs assessment
• Project sustainability plan
• Demonstrate community involvement and
ownership
test
Test your Humanitarian
Programs IQ
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants TEST
The Rotary Foundation will match every $1 cash
contribution with what amount?
(Click the correct button)
$1
1
Foundation eLearning 2005
$2
Depends on SHARE contribution 3
years earlier
$0.5
The Rotary Foundation of Rotary International
Matching Grants TEST
How often are reports due for a matching grant?
(Click the correct button)
Every 6 weeks
Once a year
Every 6 months
On the 15th of every month
the grant is open
2
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Matching Grants TEST
Rotary clubs and districts are required to establish a
committee of how many Rotarians to oversee a project?
(Click the correct button)
2
3
5
Depends on grant amount
3
Foundation eLearning 2005
The Rotary Foundation of Rotary International
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District Simplified Grants
To support
service projects
in the local
community or
internationally
DSG on the web
District Simplified Grants
•
•
•
•
•
Use a maximum of 20% of district’s DDF
One grant per year per district
Direct Rotarian involvement required
Reporting must be up-to-date (every 6 months)
Requests accepted 1 July – 31 March in
Rotary Year prior to implementation of
projects
Foundation eLearning 2005
The Rotary Foundation of Rotary International
District Simplified Grants
District Designated Fund
DDF is 50% of total Annual Program Funds raised by a
district three years earlier. The other 50% goes to the World
Fund where it is mainly used for Rotary’s match in Matching
Grants, Individual Grants and to send Group Study Exchange
teams.
DDF available for District Simplified Grants represents 20% of
the districts Annual Program Fund giving three years earlier.
Foundation eLearning 2005
The Rotary Foundation of Rotary International
District Simplified Grants
Rotarian Involvement by:
• Assessment of community needs and development of a
project plan
• Establishment of a committee of at least 3 Rotarians for
project oversight
• Oversight of funds
• Involvement in the implementation of projects
• Provision of evidence of community involvement
• Organization of meetings with local service providers and
officials
• Promotion of project in the local media
Foundation eLearning 2005
The Rotary Foundation of Rotary International
District Simplified Grants
Important Criteria
• For grants over $25,000, payment will be
made in installments based upon a
spending plan.
• Districts must provide progress reports
delineating the expenditures of funds before
additional installments will be made.
test
Test your DSG IQ
Foundation eLearning 2005
The Rotary Foundation of Rotary International
District Simplified Grants
TEST
How many District Simplified Grants is a district allowed
to apply for per year?
(Click the correct button)
2
Depends on available DDF
1
10
1
Foundation eLearning 2005
The Rotary Foundation of Rotary International
District Simplified Grants
TEST
Which statement is not an aspect of Rotarian involvement
required for DSG participation:
(Click the correct button)
Assessment of community needs and
development of a project plan
Involvement in the implementation of projects
Promotion of project in the local media
2
Linking of personal bank account to
project account
Foundation eLearning 2005
The Rotary Foundation of Rotary International
District Simplified Grants
TEST
If the District Simplified Grant is more than $25,000,
payment will be made…
(Click the correct button)
3
in installments based upon a spending plan
in one lump sum
in thousand-dollar increments based on
submission of receipts
When the project is complete and
all receipts are submitted to TRF
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Individual Grants
To subsidize the airfare
and travel-related
expenses of Rotarians
who volunteer their
services to directly
support humanitarian
endeavors or plan projects
in another country
Individual Grants on the web
Individual Grants
• Funded by the World • $6,000 maximum per
Fund
group (2-5 Rotarians)
• Grant supports:
• $5,000 maximum per
individual
– Rotarians and their
spouses
• Minimum: 5 days
– Rotaractors
on site
– Qualified Foundation • Maximum: 60 days
Alumni who have the
on
site
skills to provide direct
service.
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Individual Grants
Eligible Budget Items Include:
• Economy class airfare
• Minimal daily living expenses, food and
accommodations
• Travel-related expenses (e.g. visa, travel
vaccinations, insurance, etc.)
• Project-related expenses
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Individual Grants
Application Process
• Applications should be received by TRF four
months before anticipated departure
• Application must be approved at least two
months before scheduled departure
• Applications accepted on a rolling basis
test
Test your Individual
Grants IQ
Foundation eLearning 2005
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Individual Grants TEST
Individual Grants support the travel of:
(Click the correct button)
Rotary Center Peace Scholars
Group Study Exchange Team Leaders
Rotarians, their spouses, Rotaractors, and
qualified TRF Alumni
1
District Governors-elect to GETS and the
International Convention
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Individual Grants TEST
Which of the below expenses is not covered by
Individual Grants:
(Click the correct button)
Economy class airfare
Gifts for host families
Minimum daily living expenses
Travel vaccinations
2
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Individual Grants TEST
Individual Grants applications should be submitted to
TRF by?
(Click the correct button)
1 October
4 months before anticipated departure
6 months before anticipated departure
3
3 weeks before anticipated departure
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3-H Grants
HEALTH
HUNGER
HUMANITY
Funds long-term, self-help,
grassroots development
projects that are too large
for one club or district to
implement on its own
3-H on the web
3-H Grants
Requirements
• Host and sponsor clubs must have
successfully served as primary sponsors of a
Matching Grant project within 5 years of
submitting application.
• Sponsors must be current on any previous
3-H or Matching Grants awards
• Sponsors must provide a minimum of
10% of the 3-H award amount
Foundation eLearning 2005
The Rotary Foundation of Rotary International
3-H Grants
Requirements
• Projects must address humanitarian needs by
using multiple program components such as:
– Training
– Community Participation
– Rotary Community Corps
– Capital assets
– Technical expertise
Foundation eLearning 2005
In other
words…
Click here
The Rotary Foundation of Rotary International
3-H Grants
3-H Grants should be used to address a
multiple issues, for example:
Not only:
But for:
•Medical equipment
•Medical equipment
•Training on equipment
•Public health education
•Public relations campaign
on Rotary’s involvement
Foundation eLearning 2005
The Rotary Foundation of Rotary International
3-H Grants
3-H Important Dates
1 July – 31 March
• Proposals accepted at TRF
• Qualified proposals will
receive an application to be
completed by the sponsor
1 August
• Applications for consideration
at the April Trustee meeting
must be received by 1 August
1 November
• Deadline for sponsors to
complete application
requirements
test
Test your 3-H IQ
Foundation eLearning 2005
The Rotary Foundation of Rotary International
3-H TEST
The 3-H Grants program is designed to:
(Click the correct button)
Fund disaster relief projects
Fund long-term, self-help grassroots
development projects
Pay Rotarian travel expenses while on a
Matching Grants site visit
1
Fund water projects
Foundation eLearning 2005
The Rotary Foundation of Rotary International
3-H TEST
3-H Grants sponsor must contribute a minimum of how
much towards the project :
5%
10%
20%
50%
2
Foundation eLearning 2005
The Rotary Foundation of Rotary International
3-H TEST
What is the deadline for submitting 3-H proposals?
1 October
31 March
15 January
Accepted on a rolling basis
3
Foundation eLearning 2005
The Rotary Foundation of Rotary International
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Stewardship
The Trustees rely on the
integrity of the clubs and
Rotarians engaged in
project implementation to
ensure that funds are used
effectively for the purpose
for which they were given
Stewardship
How to comply with TRF’s Stewardship
requirements
• Treat TRF funds as a sacred trust
• Maintain competent and thorough supervision
of a project
• Comply with standard business practices
• Report any irregularities to TRF
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Stewardship
How to comply with TRF’s Stewardship
requirements
• Implement projects as approved by TRF
• Ensure financial review of projects
• Maintain timely and complete reporting
Click here to see
Trustee Standards on the Web
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Stewardship
Reporting
What does it accomplish?
• Celebrates successes
• Demonstrates good use of TRF funds
• Shows transparency
• Fulfills government requirements
• Highlights lessons learned
• Earns future support
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Stewardship
Reporting
When are reports due?
• Every six months for the life of the project
• Within two months of the project’s completion
test
Test your Stewardship IQ
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Stewardship TEST
Stewardship in Humanitarian programs refers to:
(Click the correct button)
The DRFC Chair’s allocation of SHARE
funds
The strict oversight of project funds
1
The regulated use of synthetic fertilizers
used on farm lands funded by TRF
Relationships between clubs of
neighboring countries
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Stewardship TEST
Which of the following statements is true about
Stewardship of TRF funds:
2
a) Funds should be treated as a sacred trust
b) Project managers must maintain thorough
supervision of the project
c) Projects should be implemented as approved
by the Trustees
d) All of the above
a
b
c
d
Foundation eLearning 2005
The Rotary Foundation of Rotary International
Stewardship TEST
What is the purpose of Reporting?
a) To celebrate successes
b) To demonstrate good use of TRF funds
c) To show transparency
d) All of the above
3
a
Foundation eLearning 2005
b
c
d
The Rotary Foundation of Rotary International
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Finished?
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CONGRATULATIONS!
You have completed the
Humanitarian Programs
exams
Please send an email to
[email protected]
to verify completion. In the subject line write:
“I know Humanitarian Programs”
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Foundation eLearning 2005
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