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Transition to Future Vision

Transition to Future Vision. D-5580 LEAD/PETS Sessions March 5-9, 2012 R. Turner. Future Vision Preparation.

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Transition to Future Vision

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  1. Transition to Future Vision D-5580 LEAD/PETS Sessions March 5-9, 2012 R. Turner

  2. 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.

  3. TODAY Outcomes: Understand: TRF Future Vision Motivate: Club Planning Begin Transition

  4. Future Vision WHY? Sound Stewardship Decentralized process Flexibility at local level Enhanced capacity to serve Sustainability, Significance, Simplification Greater Rotarian Involvement

  5. 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

  6. Future Vision Plan Timeline 2010-11 2011-12 2012-13 2013-14 2012-13 011-12 2010-11 PILOT Full rollout

  7. 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

  8. Future Vision NEW 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

  9. Future Vision Two kinds of grants • GLOBAL GRANTS (GG) • DISTRICT GRANTS (DG) (Also referred to as Block Grants)

  10. $200,000 $ Earnings used for administrative costs Year 1 Year 2 $ $100,000 $100,000 50% to District Designated Fund (DDF) 50% to World Fund $50,000 $50,000 Up to ½ to District Grants At least ½ to Global Grants Future Vision Grant Distribution Example ANNUAL PROGRAMS GIVING -- SHARE Year 3

  11. TRF’s Current & Future Model Current Model Future Model Humanitarian Grants Educational Programs Global Grants Ambassadorial Scholarships: Multi-year Ambassadorial Scholarships: Cultural Matching Grants District Grants Club- and district-developed Global Grants Packaged Global Grants District Simplified Grants Ambassadorial Scholarships: Academic year Ambassadorial Scholarships: Low-income Health, Hunger, and Humanity Grants Group Study Exchange Rotary Grants for University Teachers Regional Scholar Seminars Volunteer Service Grants Vocational Training Teams, Scholarships, Projects Disaster Recovery PolioPlus and Rotary Peace Centers

  12. FUTURE VISION ✦ ✦ ✦ Global Grants

  13. Future Vision GLOBAL GRANTS $ Scholars $ Vocational Training (VTT) $ Humanitarian Work $ Packaged Grants (From TRF)

  14. Future Vision SIX 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

  15. Future Vision Global Grantsby Area of Focus

  16. 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

  17. 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

  18. FUTURE VISION Global Grant Example #2 $15,000 DDF $15,000 TRF, World Fund $30,000 Total

  19. Future Vision CLUB QUALIFICATION Grant Management Seminar 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

  20. Future Vision CLUB MOU – TRF (and District) Terms of Qualification Club Leadership Responsibilities Financial Management/Stewardship Document Retention Reports GMS required for Global Grants District can require for District Grants (5960 does.) Mentors Required for Grants (5960 requirement) Signatures in year before by current PE and President ANNUAL SUBMISSION

  21. FUTURE VISION ✦ ✦ ✦ District Grants

  22. Future Vision DISTRICT GRANTS SERVICE PROJECTS SCHOLARSHIPS 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)

  23. ROTARY FOUNDATION MISSION To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty.

  24. 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 transferof funds.

  25. FUTURE VISION District Grant Example $3000.00 Club $3000.00 DDF* $6000.00 Total *Actual funding formula and criteria to be determined

  26. Future VisionDistrict Grants Cycle Time Comparison Closure Submission Approval Payment

  27. Future Vision CLUB QUALIFICATION Grant Management Seminar 1 person per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) – District can have an addendum.

  28. Future Vision CLUB MOU – TRF (and District) Terms of Qualification Club Leadership Responsibilities Financial Management/Stewardship Document Retention Reports GMS required for Global Grants District can require for District Grants (5960 does.) Mentors Required for Grants (5960 requirement) Signatures in year before by current PE and President ANNUAL SUBMISSION

  29. Future Vision WHAT WON’T CHANGE Serving Above Self PolioPlus, Until Disease Eradicated Peace Fellowships Need for giving to support TRF Giving recognition

  30. Future Vision NOW is the time to start getting ready for July 2013

  31. 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

  32. 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

  33. 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?

  34. D-5580 Timetable To Do: March - Dec. 2012. Establish Guidelines Global Grants. District Grants. Scholarship. Vocational Training Teams. Reporting Requirements

  35. 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.

  36. D-5580 Timetable Throughout Transition Communicate with Clubs Via: District Newsletter. District Website. Future Vision Newsletter? Email-2013-14 Presidents?

  37. 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.

  38. TRF Timetable Jan. 2013 DGE and DRFC: Training at International Assembly. District Qualification via Online Process.

  39. 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.

  40. 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.

  41. 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.

  42. 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.

  43. FUTURE VISION RESOURCES Clubs: www.rotary.org/en/fvclub Districts: www.rotary.org/en/fvdistrict General: www.rotary.org/futurevision

  44. District Resources District Rotary Foundation Chair: Roly Turner rotaryroly@tbaytel.net Future Vision Transition Chair: Keith Brokkekbrokke@borderstatespaving.com District Website: www.clubrunner.ca/5580

  45. FUTURE VISION ✦ ✦ ✦ YOUR QUESTIONS

  46. FUTURE VISION ✦ ✦ ✦ Thank You R. Turner K. Brokke

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